Investment Q&A

• Suncor Energy Inc. (SU $76.70)
  • $76.70 P/E (TTM): 18.01X Cap: $91.26B
  • View SU Profile
  • View Questions on SU
• Canadian Natural Resources Limited (CNQ $58.35)
  • $58.35 P/E (TTM): 18.3X Cap: $121.54B
  • View CNQ Profile
  • View Questions on CNQ
• Tourmaline Oil Corp. (TOU $62.76)
  • $62.76 P/E (TTM): 17.98X Cap: $24.28B
  • View TOU Profile
  • View Questions on TOU

Q: Hello Team,
Can I have your top three Canadian energy names please.
Much appreciated!

Upvote 10

Read Answer Asked by Issaku on November 14, 2025

Q: With some miners turning there business models to Data Centers, do you guess the unit price here will move more on the Data centre theme or price of bitcoin? Same question for GLXY?

Upvote 5

Read Answer Asked by Charles on November 14, 2025

• Fortis Inc. Cumulative Redeemable 5-Year Fixed Rate Reset 1st Preference Series G (FTS.PR.G $24.91)
  • $24.91 P/E (TTM): 22.42X Cap: $39.50B
  • View FTS.PR.G Profile
  • View Questions on FTS.PR.G

Q: I have made good gains and dividends on fts.pr.g over time ,now at $25 trim ,sell or hold as I do not know how long this will stay up?

Upvote 4

Read Answer Asked by nick on November 14, 2025

Q: when is the best time to add dry powder during tax loss season. Is November to early or should we be waiting till end of December?
Thanks Dave

Upvote 7

Read Answer Asked by Dave on November 14, 2025

• Stingray Group Inc. Subordinate Voting Shares (RAY.A)
  • P/E (TTM): 22.49X Cap: $1.14B
  • View RAY.A Profile
  • View Questions on RAY.A

Q: Stingray released a very good earnings report last night and also announced a major acquisition, which they are calling transformational. The stock is up about 15% on the news, but still trades at a pretty cheap multiple. What do you think of it after these announcements? A couple of comments about it in the Forums section by Murray and I.

Upvote 3

Read Answer Asked by Dan on November 14, 2025

• Meta Platforms Inc. (META $639.30)
  • $639.30 P/E (TTM): 27.13X Cap: $1.61T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $310.92)
  • $310.92 P/E (TTM): 28.83X Cap: $3.76T
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG $494.02)
  • $494.02 P/E (TTM): 62.53X Cap: $175.44B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $192.85)
  • $192.85 P/E (TTM): 47.53X Cap: $4.68T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $4,068.56)
  • $4,068.56 P/E (TTM): 23.3X Cap: $128.86B
  • View BKNG Profile
  • View Questions on BKNG
• JPMorgan Chase & Co. (JPM $297.30)
  • $297.30 P/E (TTM): 14.88X Cap: $801.82B
  • View JPM Profile
  • View Questions on JPM
• Oracle Corporation (ORCL $146.14)
  • $146.14 P/E (TTM): 26.56X Cap: $420.01B
  • View ORCL Profile
  • View Questions on ORCL
• United Rentals Inc. (URI $896.88)
  • $896.88 P/E (TTM): 22.86X Cap: $56.50B
  • View URI Profile
  • View Questions on URI
• Walmart Inc. (WMT $126.75)
  • $126.75 Cap: $1.01T
  • View WMT Profile
  • View Questions on WMT
• Axon Enterprise Inc. (AXON $442.51)
  • $442.51 P/E (TTM): 133.58X Cap: $35.12B
  • View AXON Profile
  • View Questions on AXON
• CECO Environmental Corp. (CECO $60.00)
  • $60.00 P/E (TTM): 54.7X Cap: $2.13B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $172.62)
  • $172.62 P/E (TTM): 20.75X Cap: $6.36B
  • View ENS Profile
  • View Questions on ENS
• RTX Corporation (RTX $198.46)
  • $198.46 P/E (TTM): 40.71X Cap: $266.39B
  • View RTX Profile
  • View Questions on RTX
• Coinbase Global Inc (COIN $162.03)
  • $162.03 P/E (TTM): 36.01X Cap: $42.78B
  • View COIN Profile
  • View Questions on COIN
• Robinhood Markets Inc. (HOOD $73.39)
  • $73.39 P/E (TTM): 29.91X Cap: $66.07B
  • View HOOD Profile
  • View Questions on HOOD
• Nebius Group N.V. (NBIS $102.58)
  • $102.58 Cap: $24.42B
  • View NBIS Profile
  • View Questions on NBIS
• Galaxy Digital Inc. (GLXY $21.54)
  • $21.54 Cap: $8.41B
  • View GLXY Profile
  • View Questions on GLXY

Q: Hello 5i,

Following my SEPT 30th question and joining portfolio analytics I’ve embarked on my retooling. Following some of the great suggestions, still entering haha.

Long, Eq Wt; JPM, BN, NVDA, GOOG, META, NBIS, HOOD, COIN, GLXY, ORCL, AXON.

Starters; KRMN, CLS, SHOP, URI, WMT, CSU.

If this is YOUR U.S. portfolio what are the
next 3 full positions? And 2 starters to build out?

Yours truly, acutely aware of the risk etc etc.

Upvote 9

Read Answer Asked by Adam on November 14, 2025

• PRO Real Estate Investment Trust (PRV.UN $6.49)
  • $6.49 P/E (TTM): 22.84X Cap: $435M
  • View PRV.UN Profile
  • View Questions on PRV.UN

Q: Ca n you comment on their most recent quarterly earnings, are they trending in the right direction?

Thanks

Peter

Upvote 2

Read Answer Asked by Peter on November 14, 2025

• OptimizeRx Corporation (OPRX $7.64)
  • $7.64 Cap: $142M
  • View OPRX Profile
  • View Questions on OPRX

Q: This healthcare tech stock just reported earnings, and appears to have beat on all marks. Yet the stock has dropped significantly since reporting. Wondering if you could give me your analysis if this is a good opportunity to buy relative to other healthcare tech, given its valuation metrics, support and resistance, and current growth trajectory. Any other similar small cap names in healthcare like this intrigue you right now?

Upvote 1

Read Answer Asked by Thomas on November 14, 2025

• Lumine Group Inc. (LMN $18.92)
  • $18.92 P/E (TTM): 74.82X Cap: $4.85B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: I look at LMN everyday and I start to cry. What is going on that it can slide every day?

How do I stop crying?

Upvote 15

Read Answer Asked by Robert on November 14, 2025

• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $6.00)
  • $6.00 Cap: $1.49B
  • View NWH.UN Profile
  • View Questions on NWH.UN

Q: Please comment on Q3 results.

Thanks

Yves

Upvote 2

Read Answer Asked by Yves on November 14, 2025

Q: Hi All, can you provide with a list of companies to your liking that they are good value for the tax selling season. Thanks

Upvote 5

Read Answer Asked by John on November 14, 2025

• Northland Power Inc. (NPI $20.06)
  • $20.06 Cap: $5.24B
  • View NPI Profile
  • View Questions on NPI
  • View Reports on NPI

Q: Would you consider selling this stock for tax loss at this time ? Waiting for recovery may take some time.
Thank you.
Miroslaw

Upvote 2

Read Answer Asked by Miroslaw on November 14, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $61.66)
  • $61.66 P/E (TTM): 88.8X Cap: $138.44B
  • View BN Profile
  • View Questions on BN

Q: Hello. Would love your thoughts on BN's earnings. Seems like the market did not like them - ADD or HOLD on the ~6.5% move lower on Thursday?

Thanks as always.

Upvote 9

Read Answer Asked by Trevor on November 14, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $61.66)
  • $61.66 P/E (TTM): 88.8X Cap: $138.44B
  • View BN Profile
  • View Questions on BN

Q: Why was BN down by more than 6% today. Is it a buy or a sell

Upvote 5

Read Answer Asked by Lakis on November 14, 2025

• Global X Equal Weight Canadian Telecommunications Index ETF (RING $19.08)
  • $19.08 P/E (TTM): 5.9X Cap: $520M
  • View RING Profile
  • View Questions on RING

Q: Could I have your opinion on RING, as a means of holding some telcos but with a diversified approach. My main objective is dividend income in what I hope would be a somewhat stable industry (overall at least) in the event of a correction. Does RING use any leverage/options? If you prefer an individual CDN company, which would it be and why.
Thank-you

Upvote 2

Read Answer Asked by grant on November 14, 2025

• Motorola Solutions Inc. (MSI $470.85)
  • $470.85 P/E (TTM): 36.47X Cap: $78B
  • View MSI Profile
  • View Questions on MSI

Q: what are your thoughts about the earnings, is it a buy, sell or hold?

Upvote 1

Read Answer Asked by selina on November 14, 2025

Q: Hello 5i, I am watching BNN today Nov 11/25 and they only advertise Oil and Natural Gas prices that are not what Canadian producers get for there products sent to the US.
Is there a link to a web site that compares the differences on both commodities on a daily bases. WTI 61.02 WCS ? Natural Gas 4.56 Canadian Producers ?
Could you also indicate what the difference was on Nov 11/25 for both.

Upvote 1

Read Answer Asked by Michael on November 14, 2025

Q: Please provide your comments on the investibility of this company.
Thanks

Upvote 1

Read Answer Asked by Sam on November 14, 2025

• Constellation Software Inc. (CSU $2,368.45)
  • $2,368.45 P/E (TTM): 56.43X Cap: $50.19B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• ARC Resources Ltd. (ARX $24.79)
  • $24.79 P/E (TTM): 6.11X Cap: $14.14B
  • View ARX Profile
  • View Questions on ARX
• Tourmaline Oil Corp. (TOU $62.76)
  • $62.76 P/E (TTM): 17.98X Cap: $24.28B
  • View TOU Profile
  • View Questions on TOU
• Celestica Inc. (CLS $406.34)
  • $406.34 P/E (TTM): 49.65X Cap: $46.74B
  • View CLS Profile
  • View Questions on CLS
• Ninepoint Energy Income FUnd (NRGI)
  • View NRGI Profile
  • View Questions on NRGI
• Lumine Group Inc. (LMN $18.92)
  • $18.92 P/E (TTM): 74.82X Cap: $4.85B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Hi not impressed with NRGI am down 20% and have been invested since inception.

Also up 20% on ARX and even on TOU+ down 35% on LMN thinking of selling ARX and NRGI + LMN and buying more TOU and CSU/CLS What's your thoughts on this change going FWD

Upvote 5

Read Answer Asked by Terence on November 14, 2025

Q: I "used to believe" that TFSA was an indication to buy "excellent " growth stocks with strong potential..The problem is that, if only 1-2 of those drops significantly ,they could easily annihilate all other gains ! It appears to me that selling stocks in a TFSA when they double or more, and selling stocks that keep going down (with 10-15 % loss) ,in order to balance the portfolio,is quite helpful. Your feedback or suggestion shall be appreciated.

Upvote 7

Read Answer Asked by Jean-Yves on November 14, 2025