Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $102.46)
  • $102.46 P/E (TTM): 14.73X Cap: $21.98B
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• Thomson Reuters Corporation (TRI $116.76)
  • $116.76 P/E (TTM): 22.76X Cap: $51.93B
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Q: After yesterday CGI Q results would you prefer TRI for more growth?

Upvote 10

Read Answer Asked by JR on July 31, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $102.46)
  • $102.46 P/E (TTM): 14.73X Cap: $21.98B
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Q: Your thoughts on GIB.A's results released today, please.

Upvote 7

Read Answer Asked by Theodore on July 31, 2025

• Tourmaline Oil Corp. (TOU $61.87)
  • $61.87 P/E (TTM): 17.45X Cap: $23.83B
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Q: Hi Guys
What did you think about TOU recent results. Sold off a bit on their release.

Stuart

Upvote 10

Read Answer Asked by Stuart on July 31, 2025

• GitLab Inc. (GTLB $29.58)
  • $29.58 Cap: $5.05B
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Q: Could you please comment on how Gitlab is progressing since your last update. Appears they have become cash flow positive the past 2 quarters. Would you wait for further improvement in capital efficiencies or is this starting to get interesting now?

Upvote 2

Read Answer Asked by Adam on July 31, 2025

• Toronto-Dominion Bank (The) (TD $130.18)
  • $130.18 P/E (TTM): 11.42X Cap: $222.24B
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• Bank of Nova Scotia (The) (BNS $103.28)
  • $103.28 P/E (TTM): 25.91X Cap: $128.22B
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• Canadian Natural Resources Limited (CNQ $54.43)
  • $54.43 P/E (TTM): 16.73X Cap: $114.92B
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• Sun Life Financial Inc. (SLF $93.64)
  • $93.64 P/E (TTM): 22.19X Cap: $52.19B
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• Constellation Software Inc. (CSU $2,300.49)
  • $2,300.49 P/E (TTM): 55.81X Cap: $49.25B
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• Intact Financial Corporation (IFC $260.40)
  • $260.40 P/E (TTM): 21.96X Cap: $45.02B
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• Fortis Inc. (FTS $76.32)
  • $76.32 P/E (TTM): 21.19X Cap: $38.57B
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• Descartes Systems Group Inc. (The) (DSG $88.14)
  • $88.14 P/E (TTM): 40.01X Cap: $7.57B
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• Toromont Industries Ltd. (TIH $197.33)
  • $197.33 P/E (TTM): 30.29X Cap: $16.07B
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• Hydro One Limited (H $55.98)
  • $55.98 P/E (TTM): 25.28X Cap: $33.57B
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• EQB Inc. (EQB $116.53)
  • $116.53 P/E (TTM): 17.81X Cap: $4.37B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.81)
  • $64.81 P/E (TTM): 93.01X Cap: $145.52B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.75)
  • $70.75 P/E (TTM): 32.62X Cap: $113.95B
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Q: What are your top highest conviction stocks right now for compound growth over next five years?

Upvote 37

Read Answer Asked by Gerry on July 31, 2025

• Intel Corporation (INTC $46.48)
  • $46.48 Cap: $241.20B
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Q: What are your thoughts on Intel?

Upvote 2

Read Answer Asked by Michael on July 31, 2025

• Advanced Micro Devices Inc. (AMD $205.94)
  • $205.94 P/E (TTM): 105.21X Cap: $335.27B
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• Zedcor Inc. (ZDC $5.92)
  • $5.92 P/E (TTM): 444.29X Cap: $624M
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Q: Which would you own for growth?

Upvote 4

Read Answer Asked by Peter on July 31, 2025

• Cellebrite DI Ltd. (CLBT $13.70)
  • $13.70 Cap: $3.41B
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Q: Hi,
Is CLBT still worth holding or are there better opportunities. Down 24% and considering if I should sell or add more.
Thanks

Upvote 4

Read Answer Asked by Marco on July 31, 2025

• Alphabet Inc. (GOOG $309.37)
  • $309.37 P/E (TTM): 29.48X Cap: $3.76T
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• NVIDIA Corporation (NVDA $186.94)
  • $186.94 P/E (TTM): 46.78X Cap: $4.54T
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• The Walt Disney Company (DIS $102.38)
  • $102.38 P/E (TTM): 16.19X Cap: $191.53B
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• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $168.40)
  • $168.40 P/E (TTM): 29.49X Cap: $2.75B
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• BMO Equal Weight Banks Index ETF (ZEB $59.62)
  • $59.62 P/E (TTM): 15.25X Cap: $5.16B
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• Nintendo Co (NTDOY)
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• Nebius Group N.V. (NBIS $89.73)
  • $89.73 Cap: $21.36B
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Q: I loved this recent question from Giovanni, big kudos to him and his son for taking the fantastic suggestions from 5i, and GIANT HIGH 5 to 5i team!
So to ask the same question today, my 30ish daughter has about 45k cash in TFSA. Also has some NTDOY, DIS ZQQ and ZEB. Ok with ETFs but I don't think there is as good a chance for towering home runs like NVDA.
Let's grow!

Upvote 26

Read Answer Asked by Greg on July 31, 2025

Q: New IPO. Figma. FIG

Thoughts? Worth jumping in on the hype?

Upvote 1

Read Answer Asked by Jim on July 31, 2025

• DXP Enterprises Inc. (DXPE $142.41)
  • $142.41 P/E (TTM): 28.17X Cap: $2.37B
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Q: Your opinion please and thank you.

Upvote 2

Read Answer Asked by Adam on July 31, 2025

• Tennessee Valley Authority (TVE $24.39)
  • $24.39 Cap: $1.03B
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Q: What appears to be the reason for the recent upward movement in TVE and is it sustainable in your opinion.Andrew.

Upvote 1

Read Answer Asked by ANDREW on July 31, 2025

Q: Hi 5i, Would you please share your opinion on FFRHX, Is it a good investment ?

Upvote 3

Read Answer Asked by Fernando on July 31, 2025

• Topicus.com Inc. (TOI $86.47)
  • $86.47 P/E (TTM): 771.55X Cap: $7.20B
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Q: What does the market expect from TOI tomorrow?

Thx

Upvote 3

Read Answer Asked by blake on July 31, 2025

• JPMorgan Chase & Co. (JPM $302.64)
  • $302.64 P/E (TTM): 15.76X Cap: $823.86B
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• RTX Corporation (RTX $201.14)
  • $201.14 P/E (TTM): 39.35X Cap: $269.98B
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Q: I have 30000 to reinvest in a RRIF account.
I’m well diversified but wondering if I should put it all into RTX, JPM or half into each. This amount represents about 5 percent of my portfolio. Thanks.

Upvote 3

Read Answer Asked by Dennis on July 31, 2025

• Agnico Eagle Mines Limited (AEM $279.62)
  • $279.62 P/E (TTM): 35.35X Cap: $140.56B
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Q: What's expected this Q? Can I ask in advance for your take on the numbers right after AEM reports? Thx

Upvote 2

Read Answer Asked by Tom on July 31, 2025

• Surge Energy Inc. (SGY $7.43)
  • $7.43 P/E (TTM): 19.54X Cap: $735M
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Q: Your thoughts please on the latest quarter? Markets seem to like it and would you be a buyer?

Thx

Upvote 1

Read Answer Asked by blake on July 31, 2025

• Dollarama Inc. (DOL $188.78)
  • $188.78 P/E (TTM): 40.0X Cap: $51.68B
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• Firan Technology Group Corporation (FTG $14.94)
  • $14.94 P/E (TTM): 37.19X Cap: $376M
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• Kits Eyecare Ltd. (KITS $18.47)
  • $18.47 P/E (TTM): 182.27X Cap: $593M
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• MDA Space Ltd. (MDA $33.59)
  • $33.59 P/E (TTM): 42.38X Cap: $4.24B
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• AtkinsRéalis Group Inc. (ATRL $92.15)
  • $92.15 P/E (TTM): 7.04X Cap: $15.27B
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Q: Hello, how would you rate in order the above 5 companies going out 2-3 years. Thanks as always.

Upvote 10

Read Answer Asked by Anthony on July 31, 2025

• Starbucks Corporation (SBUX $96.76)
  • $96.76 P/E (TTM): 81.28X Cap: $110.23B
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• Nike Inc. (NKE $61.10)
  • $61.10 P/E (TTM): 37.08X Cap: $90.45B
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• UnitedHealth Group Incorporated (DE) (UNH $284.37)
  • $284.37 P/E (TTM): 14.25X Cap: $252.64B
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• United Parcel Service Inc. (UPS $118.07)
  • $118.07 P/E (TTM): 18.37X Cap: $100.16B
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• lululemon athletica inc. (LULU $169.53)
  • $169.53 P/E (TTM): 12.57X Cap: $19.01B
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• Crocs Inc. (CROX $98.46)
  • $98.46 P/E (TTM): 26.95X Cap: $5.11B
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Q: Hello,

If you have to chose 1 or 2 with the highest conviction of potential upside, which would you chose? And at what price would you be comfortable starting a long term position?


Thanks!

Upvote 6

Read Answer Asked by Satish on July 31, 2025

• Secure Waste Infrastructure Corp. (SES $18.50)
  • $18.50 P/E (TTM): 40.38X Cap: $4.03B
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• Firan Technology Group Corporation (FTG $14.94)
  • $14.94 P/E (TTM): 37.19X Cap: $376M
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Q: Which company do you think has the best chance of being a long term compounder?
Thanks

Upvote 3

Read Answer Asked by Curtis on July 31, 2025