Investment Q&A

• Intuitive Surgical Inc. (ISRG $561.89)
  • $561.89 P/E (TTM): 73.26X Cap: $199.18B
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• AbbVie Inc. (ABBV $222.82)
  • $222.82 P/E (TTM): 170.74X Cap: $393.80B
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• Merck & Company Inc. (MRK $100.69)
  • $100.69 P/E (TTM): 13.11X Cap: $249.91B
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Q: I'd like to purchase some health care in CDN funds. Can you please provide a list of top 6 in order (best first) either Canadian or CDRs in the sector.
Thanks

Upvote 6

Read Answer Asked by Marco on September 29, 2025

• Constellation Software Inc. (CSU $3,325.58)
  • $3,325.58 P/E (TTM): 75.35X Cap: $70.47B
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• Topicus.com Inc. (TOI $124.70)
  • $124.70 P/E (TTM): 1030.92X Cap: $10.28B
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• Lumine Group Inc. (LMN $26.30)
  • $26.30 P/E (TTM): 100.56X Cap: $6.74B
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Q: Best pick of these for growth opportunity?

Upvote 14

Read Answer Asked by Robert on September 29, 2025

• Constellation Software Inc. (CSU $3,325.58)
  • $3,325.58 P/E (TTM): 75.35X Cap: $70.47B
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• Topicus.com Inc. (TOI $124.70)
  • $124.70 P/E (TTM): 1030.92X Cap: $10.28B
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• Lumine Group Inc. (LMN $26.30)
  • $26.30 P/E (TTM): 100.56X Cap: $6.74B
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Q: With the 3 stocks going down the last few months, could it be that they went down not because of AI concerns but instead there was a leak that the CEO was ill and would be stepping down?
Thanks

Upvote 5

Read Answer Asked by Herm on September 29, 2025

• Lundin Mining Corporation (LUN $27.82)
  • $27.82 Cap: $23.82B
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• kneat.com inc. (KSI $4.76)
  • $4.76 Cap: $453M
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• Tantalus Systems Holding Inc. (GRID $4.64)
  • $4.64 Cap: $238M
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Q: Regardless of sector and size, which order would you initiate a position in these stocks?

Upvote 4

Read Answer Asked by Gary on September 29, 2025

• Kinaxis Inc. (KXS $177.21)
  • $177.21 P/E (TTM): 105.39X Cap: $4.97B
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• Kraken Robotics Inc. (PNG $5.78)
  • $5.78 P/E (TTM): 94.5X Cap: $1.77B
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Q: Is there more growth in PNG vs KXS. I own KXS at a profit, but am considering selling some or all of KXS to buy PNG. Your thoughts?

Upvote 3

Read Answer Asked by Ozzie on September 29, 2025

• Constellation Software Inc. (CSU $3,325.58)
  • $3,325.58 P/E (TTM): 75.35X Cap: $70.47B
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• Topicus.com Inc. (TOI $124.70)
  • $124.70 P/E (TTM): 1030.92X Cap: $10.28B
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• Lumine Group Inc. (LMN $26.30)
  • $26.30 P/E (TTM): 100.56X Cap: $6.74B
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Q: We sincerely wish for a speedy recovery for Mark Leonard. Mark brought immense wealth to millions of retail investors, through his wisdom and unparallel business acumen, over past 20 years.

What could be the likely impact of Mark Leonard's resignation on Lumine and Topicus companies and their shares ? Do you believe that the two spinco's are also at the risk of losing their premium valuations, like we are witnessing with CSU shares ?

Or, since they are a little insulated with this development being independent units, with their own CEO's ?

What would you do with the two holdings?

Thank You

Thank You

Upvote 7

Read Answer Asked by rajeev on September 29, 2025

• Peyto Exploration & Development Corp. (PEY $21.77)
  • $21.77 P/E (TTM): 11.83X Cap: $4.37B
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• Tourmaline Oil Corp. (TOU $59.69)
  • $59.69 P/E (TTM): 17.47X Cap: $23.10B
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• Advantage Energy Ltd. (AAV $11.30)
  • $11.30 P/E (TTM): 34.88X Cap: $1.88B
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• Birchcliff Energy Ltd. (BIR $7.12)
  • $7.12 P/E (TTM): 26.63X Cap: $1.94B
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Q: Hi, I would appreciate if you can provide your recommendations for Natural Gas and why in Canada for 2-5 year time frame.

Upvote 5

Read Answer Asked by Harpinder on September 29, 2025

• Bank Of Montreal (BMO $128.92)
  • $128.92 P/E (TTM): 14.79X Cap: $91.37B
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• Bank of Nova Scotia (The) (BNS $72.04)
  • $72.04 P/E (TTM): 24.2X Cap: $89.47B
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Q: Hi
My question from a few days ago was about your opinion or recommendation for safest investment for TFSA with 5 to 10 years horizon. BMO, BNS or other banks, utilities or insurance etc. What's your opinion on these types of stocks? Thanks.
kc

Upvote 6

Read Answer Asked by Keith on September 29, 2025

Q: A stock with a high dividend payout that is 95% ROC has an actual dividend payout of only 5%.
What type of account would this type of stock be best held in for tax purposes?
It seems that a margin account would be more tax efficient than a retirement account, where ROC likely is not considered on eventual withdrawal.

Upvote 4

Read Answer Asked by Catherine on September 29, 2025

• Miscellaneous (MISC)
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Q: Please comment on how to manage position sizes of portfolio with different equity ETFs. Max / Min weight of individual ETF? Thanks in advance. Your comments are very much appreciated.

Upvote 3

Read Answer Asked by Hali on September 29, 2025

• Medtronic plc. (MDT $98.48)
  • $98.48 P/E (TTM): 26.41X Cap: $126.25B
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Q: Hi there,

MDT seems to be moving up after a long time. Given their financials now and in the future, along with any other considerations, do you think the stock price will continue its rise? Is it undervalued at this point given forecasts for next 12-24 months?

Thanks.








,

Upvote 2

Read Answer Asked by Robert on September 29, 2025

• Alphabet Inc. (GOOG $303.75)
  • $303.75 P/E (TTM): 30.38X Cap: $3.58T
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• Crocs Inc. (CROX $89.46)
  • $89.46 P/E (TTM): 29.85X Cap: $4.65B
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• Parsons Corporation (PSN $60.55)
  • $60.55 P/E (TTM): 28.42X Cap: $6.41B
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• Celsius Holdings Inc. (CELH $41.67)
  • $41.67 P/E (TTM): 371.18X Cap: $10.74B
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• Genius Sports Limited (GENI $10.78)
  • $10.78 Cap: $2.58B
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• Cellebrite DI Ltd. (CLBT $18.70)
  • $18.70 Cap: $4.47B
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• BlackSky Technology Inc. Class A (BKSY $17.47)
  • $17.47 Cap: $681M
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• Sportradar Group AG (SRAD $22.92)
  • $22.92 Cap: $6.86B
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• Nebius Group N.V. (NBIS $78.09)
  • $78.09 Cap: $18.59B
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• TSS Inc. (TSSI $7.29)
  • $7.29 P/E (TTM): 36.14X Cap: $201M
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Q: Hello Team,

Looking at adding some funds to US stocks I already own, are you able to rank these in order from 1 to 10 based on a 3-4 year hold, I'm not worried about company size or industry. Thanks!

Upvote 16

Read Answer Asked by Kevin on September 29, 2025

• Athabasca Oil Corporation (ATH $6.80)
  • $6.80 P/E (TTM): 7.63X Cap: $3.48B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.90)
  • $229.90 P/E (TTM): 142.92X Cap: $299.16B
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• goeasy Ltd. (GSY $126.96)
  • $126.96 P/E (TTM): 9.25X Cap: $2.03B
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• TerraVest Industries Inc. (TVK $158.35)
  • $158.35 Cap: $3.43B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $158.77)
  • $158.77 P/E (TTM): 24.26X Cap: $1.89B
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• Zedcor Inc. (ZDC $5.79)
  • $5.79 P/E (TTM): 407.14X Cap: $611M
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• kneat.com inc. (KSI $4.76)
  • $4.76 Cap: $453M
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• Vitalhub Corp. (VHI $9.12)
  • $9.12 P/E (TTM): 171.96X Cap: $567M
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• WELL Health Technologies Corp. (WELL $3.88)
  • $3.88 Cap: $985M
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• Zoomd Technologies Ltd. (ZOMD $1.16)
  • $1.16 P/E (TTM): 5.26X Cap: $116M
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• Topicus.com Inc. (TOI $124.70)
  • $124.70 P/E (TTM): 1030.92X Cap: $10.28B
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• Tantalus Systems Holding Inc. (GRID $4.64)
  • $4.64 Cap: $238M
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• Propel Holdings Inc. (PRL $24.91)
  • $24.91 P/E (TTM): 11.38X Cap: $980M
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• Lumine Group Inc. (LMN $26.30)
  • $26.30 P/E (TTM): 100.56X Cap: $6.74B
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Q: Hello Team,

Looking at adding some funds to CAN stocks I already own, are you able to rank these in order from 1 to 14 based on a 3-4 year hold, I'm not worried about company size or industry. Thanks!

Upvote 23

Read Answer Asked by Kevin on September 29, 2025

• Home Depot Inc. (The) (HD $354.99)
  • $354.99 P/E (TTM): 24.33X Cap: $353.39B
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• Stryker Corporation (SYK $353.11)
  • $353.11 P/E (TTM): 46.21X Cap: $135.03B
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Q: Hi! Would you buy HD and SYK today? What do you think their growth prospects are over the next 5 years? Thanks so much.

Upvote 2

Read Answer Asked by Judith on September 29, 2025

• Applied Materials Inc. (AMAT $253.50)
  • $253.50 P/E (TTM): 29.82X Cap: $201.01B
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• Morgan Stanley (MS $172.96)
  • $172.96 P/E (TTM): 17.91X Cap: $274.88B
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• Thermo Fisher Scientific Inc (TMO $562.39)
  • $562.39 P/E (TTM): 33.27X Cap: $211.29B
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• Fortinet Inc. (FTNT $79.75)
  • $79.75 P/E (TTM): 33.94X Cap: $59.30B
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• Crocs Inc. (CROX $89.46)
  • $89.46 P/E (TTM): 29.85X Cap: $4.65B
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Q: I have the above listed US Stocks in my portfolio. Please rate each one as Buy, Hold or Sell, and the reasons for your rating.

Upvote 4

Read Answer Asked by ALNOOR on September 29, 2025

• Constellation Software Inc. (CSU $3,325.58)
  • $3,325.58 P/E (TTM): 75.35X Cap: $70.47B
  • View CSU Profile
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Q: I just want to add the comment that I think the blog post summarizing the CSU call was very informative and very well written. Thank you.

Upvote 15

Read Answer Asked by Gordon on September 27, 2025

• goeasy Ltd. (GSY $126.96)
  • $126.96 P/E (TTM): 9.25X Cap: $2.03B
  • View GSY Profile
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Q: Greetings 5i team,
I noticed a question today asked by Tim concerning GSY and what a target price to enter a position would be. I added some shares today at about $179, which was above your suggested entry price of $170 but this purchase only raised my average cost / share to a little more than $160. In addition to the entry price, do you think that this is a good way to view such a purchase as well?
Thank you
SP

Upvote 7

Read Answer Asked by Steve on September 26, 2025

• Fiserv Inc. (FISV)
  • P/E (TTM): 9.86X
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Q: May I have you opinion of the future of Fiserv given the pending lawsuit, price decline recently and its sector of the economy?
With appreciation,
Ed

Upvote 4

Read Answer Asked by Ed on September 26, 2025

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $147.32)
  • $147.32 P/E (TTM): 19.63X Cap: $340.20B
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Q: Can you please provide an updated assessment on Alibaba, and whether your sentiment has changed vs your answer in Nov 2024? Buy Sell or Hold? Thank you.

Upvote 2

Read Answer Asked by Connie on September 26, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $158.77)
  • $158.77 P/E (TTM): 24.26X Cap: $1.89B
  • View HPS.A Profile
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• Kraken Robotics Inc. (PNG $5.78)
  • $5.78 P/E (TTM): 94.5X Cap: $1.77B
  • View PNG Profile
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Q: Hi guys,

Would you sell HPS.A for PNG?

Thanks,

Jim

Upvote 6

Read Answer Asked by jim on September 26, 2025