Investment Q&A

• Kraken Robotics Inc. (PNG $3.40)
  • $3.40 P/E (TTM): 48.43X Cap: $898M
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Q: With tariffs coming in the very near future do you think that i should reduce my exposure in PNG.I currently have a 5% position and have done very well.
My plan would be to buy back the shares on the dip and reinstate my 5% position.

Thanks for your Reply

Upvote 5

Read Answer Asked by Tony on July 28, 2025

• goeasy Ltd. (GSY $187.48)
  • $187.48 P/E (TTM): 11.92X Cap: $3.07B
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Q: GSY has been on a bit of a recovery run lately; is this the stock overcoming past weakness or due to business trends that are favorable for its growth? It has earnings coming up and has done well into them but if they report a higher than expected loss provision then the stock is likely to take a hit after its recent gains.

Any thoughts on what's driving the strength of GSY?

Upvote 10

Read Answer Asked by Cathy on July 28, 2025

• Bank of Nova Scotia (The) (BNS $76.73)
  • $76.73 P/E (TTM): 16.04X Cap: $95.44B
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• TELUS Corporation (T $21.93)
  • $21.93 P/E (TTM): 27.27X Cap: $32.94B
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• Pembina Pipeline Corporation (PPL $50.57)
  • $50.57 P/E (TTM): 16.75X Cap: $29.86B
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• Canadian Utilities Limited Class A Non-Voting Shares (CU $38.87)
  • $38.87 P/E (TTM): 26.56X Cap: $10.51B
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• Emera Incorporated (EMA $65.02)
  • $65.02 P/E (TTM): 21.86X Cap: $19.31B
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• Allied Properties Real Estate Investment Trust (AP.UN $17.15)
  • $17.15 Cap: $2.18B
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• Capital Power Corporation (CPX $58.81)
  • $58.81 P/E (TTM): 17.44X Cap: $7.95B
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• Cogeco Communications Inc. Subordinate Voting Shares (CCA $62.50)
  • $62.50 P/E (TTM): 8.11X Cap: $2.66B
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• Enghouse Systems Limited (ENGH $22.70)
  • $22.70 P/E (TTM): 16.02X Cap: $1.25B
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• Gibson Energy Inc. (GEI $25.06)
  • $25.06 P/E (TTM): 25.92X Cap: $4.09B
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• Granite Real Estate Investment Trust (GRT.UN $74.61)
  • $74.61 P/E (TTM): 14.68X Cap: $4.64B
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• Magna International Inc. (MG $57.88)
  • $57.88 P/E (TTM): 10.41X Cap: $16.48B
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• Exchange Income Corporation (EIF $66.45)
  • $66.45 P/E (TTM): 26.83X Cap: $3.42B
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• CT Real Estate Investment Trust (CRT.UN $15.39)
  • $15.39 P/E (TTM): 13.15X Cap: $3.69B
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• First National Financial Corporation (FN $48.15)
  • $48.15 P/E (TTM): 15.75X Cap: $2.88B
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• Cogeco Inc. Subordinate Voting Shares (CGO $58.38)
  • $58.38 P/E (TTM): 6.47X Cap: $570M
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Q: Please rank according to current buy rating. All of these equities are dividend aristocrats with current dividend/distribution higher than 4.5%. Thanks

Upvote 9

Read Answer Asked by David on July 28, 2025

• TFI International Inc. (TFII $122.78)
  • $122.78 P/E (TTM): 19.83X Cap: $10.27B
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Q: Any news behind the 5%+ gain on Friday. Stock has slowly gained back some of its losses since reporting a horrible Q4 2024 where management spelled out severe impact of freight recession and loss of market share. I have been patiently waiting for a better price to exit. What would you do ahead of Q2 results?

Upvote 5

Read Answer Asked by Keith on July 27, 2025

• Broadcom Inc. (AVGO $299.22)
  • $299.22 P/E (TTM): 111.51X Cap: $1.37T
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• TerraVest Industries Inc. (TVK $154.99)
  • $154.99 P/E (TTM): 41.76X Cap: $3.04B
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• Kraken Robotics Inc. (PNG $3.40)
  • $3.40 P/E (TTM): 48.43X Cap: $898M
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• Hims & Hers Health Inc. Class A (HIMS $51.31)
  • $51.31 P/E (TTM): 93.16X Cap: $14B
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• Propel Holdings Inc. (PRL $35.57)
  • $35.57 P/E (TTM): 17.69X Cap: $1.39B
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• Skyward Specialty Insurance Group Inc. (SKWD $48.62)
  • $48.62 P/E (TTM): 16.63X Cap: $1.94B
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• Nebius Group N.V. (NBIS $55.30)
  • $55.30 Cap: $13.13B
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• Rocket Lab Corporation (RKLB $44.10)
  • $44.10 Cap: $20.64B
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Q: Please rank the following companies based on expected growth over the next 5 years as well as a risk rating. (10 being the riskiest)

Thank you

Upvote 23

Read Answer Asked by Nick on July 26, 2025

• T. Rowe Price Value ETF (TVAL $32.75)
  • $32.75 P/E (TTM): 51.67X Cap: $458M
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Q: Please add TVAL to your list. I have purchased 600 shares.
Would appreciate confirmation that this is a Fixed Income Investment

Upvote 2

Read Answer Asked by Gerry on July 26, 2025

• BMO Ultra Short-Term Bond ETF (ZST $49.00)
  • $49.00 Cap: $4.54B
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Q: I have 15k in a savings account at my bank, at a very low interest rate. I'm thinking of putting the savings account funds into ZST and get a total return in the 6% range. This would be in a TFSA account. What are your thoughts, maybe ZST.L or another ETF?

Thanks.

Upvote 2

Read Answer Asked by Brian on July 26, 2025

Q: Thoughts on BMNR please.

Upvote 2

Read Answer Asked by Carla on July 26, 2025

Q: What is the Bloomberg U.S. Pure Momentum factor index?

Upvote 6

Read Answer Asked by Carlos on July 25, 2025

Q: Hi 5i
Lidr (AEye) is not in your data base. They just announced the companys flagship lidar system has been integrated into Nvidia's self-driving vehicle-technology platform.
Stock has made a big jump on this news ....
Looking for opinion on this one. Would it hold any interest to 5i going forward.

thx

Upvote 1

Read Answer Asked by jim on July 25, 2025

• Paladin Energy Ltd. Ordinary Shares (PDN)
  • Cap: $2.24B
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Q: What are your thoughts? I got it from Fission. Thinking of selling. Do you think it has much upside? Thanks.

Upvote 1

Read Answer Asked by Donald on July 25, 2025

• Celestica Inc. (CLS $270.18)
  • $270.18 P/E (TTM): 43.72X Cap: $31.14B
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Q: CLS earnings are comming up; I am holding onto a decent gain, do you think the recent stock run up is too excessive ahead of earnings? Would you hold / sell all / trim ahead of earnings ?

Upvote 14

Read Answer Asked by Michael on July 25, 2025

• Axon Enterprise Inc. (AXON $877.72)
  • $877.72 P/E (TTM): 179.92X Cap: $67.50B
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• Celestica Inc. (CLS $196.53)
  • $196.53 P/E (TTM): 43.72X Cap: $22.59B
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• CrowdStrike Holdings Inc. (CRWD $447.61)
  • $447.61 Cap: $110.10B
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• Robinhood Markets Inc. (HOOD $102.96)
  • $102.96 P/E (TTM): 54.27X Cap: $93.06B
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• Nebius Group N.V. (NBIS $55.30)
  • $55.30 Cap: $13.13B
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• Rocket Lab Corporation (RKLB $44.10)
  • $44.10 Cap: $20.64B
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Q: In an otherwise diversified TFSA - I'm looking at adding a small (aggressive) position - given the current price on some of the above and many recent questions/comments on others - I've come up with some candidates.

Can you give me your thoughts on which one(s) you might choose?

Thanks,

Terry

Upvote 28

Read Answer Asked by Terry on July 25, 2025

• Miscellaneous (MISC)
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Q: When I look at what the insiders are doing on a company which is available on some sites, with the stocks they hold, I see:

Sell post exercise?
Exercise?
Sell;
Award?

Which of these should be concerning? Could you please explain the terminology of the ones above with a question mark.
Thank you.

Upvote 2

Read Answer Asked by Dennis on July 25, 2025

• Amazon.com Inc. (AMZN $218.76)
  • $218.76 P/E (TTM): 34.47X Cap: $2.27T
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• Alphabet Inc. (GOOG $196.86)
  • $196.86 P/E (TTM): 21.85X Cap: $2.36T
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• Global-E Online Ltd. (GLBE $34.61)
  • $34.61 Cap: $5.51B
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Q: I currently hold half positions in GOOG and AMZN, and both positions show current gains. I also have a full position in GLBE, which is currently underwater. I'd like to consolidate and wonder what to sell and why. Long term hold and taxes not really a consideration. Many thanks

Upvote 2

Read Answer Asked by alex on July 25, 2025

• Royal Bank of Canada (RY $181.31)
  • $181.31 P/E (TTM): 19.19X Cap: $253.80B
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• Toronto-Dominion Bank (The) (TD $100.86)
  • $100.86 P/E (TTM): 10.24X Cap: $173.16B
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• Bank of Nova Scotia (The) (BNS $76.73)
  • $76.73 P/E (TTM): 16.04X Cap: $95.44B
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Q: Could we have your opinion on the Canadian Banks please? What would be your top 3 picks?

Thanks

Upvote 6

Read Answer Asked by kim on July 25, 2025

• Celestica Inc. (CLS $270.18)
  • $270.18 P/E (TTM): 43.72X Cap: $31.14B
  • View CLS Profile
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• TerraVest Industries Inc. (TVK $154.99)
  • $154.99 P/E (TTM): 41.76X Cap: $3.04B
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• EQB Inc. (EQB $103.60)
  • $103.60 P/E (TTM): 10.54X Cap: $3.97B
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• Zedcor Inc. (ZDC $4.12)
  • $4.12 P/E (TTM): 105.41X Cap: $416M
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• Propel Holdings Inc. (PRL $35.57)
  • $35.57 P/E (TTM): 17.69X Cap: $1.39B
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Q: " I am increasingly interested in shifting from US to Canadian growth stocks and have been looking a little closer at the 5i growth portfolio as a result. I recently acquired a position in PNG.V and am actively looking for another great Canadian growth story. Could you comment on the company (or companies) you would recommend from your growth portfolio that would be the best bets to put new money to work in the current environment?"

Upvote 23

Read Answer Asked by jeff on July 25, 2025

• BMO S&P 500 Index ETF (ZSP $95.37)
  • $95.37 P/E (TTM): 57.09X Cap: $18.93B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.04)
  • $38.04 P/E (TTM): 5.74X Cap: $986M
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $96.84)
  • $96.84 Cap: $2.06B
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• Financial Select Sector SPDR (XLF $51.97)
  • $51.97 P/E (TTM): 43.38X Cap: $52.19B
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• Consumer Staples Select Sector SPDR (XLP $81.79)
  • $81.79 P/E (TTM): 35.56X Cap: $15.92B
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• Health Care Select Sector SPDR (XLV $131.16)
  • $131.16 P/E (TTM): 65.74X Cap: $32.54B
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• Technology Select Sector SPDR ETF (XLK $262.05)
  • $262.05 P/E (TTM): 83.21X Cap: $82.97B
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• Industrial Select Sector SPDR (XLI $150.98)
  • $150.98 P/E (TTM): 63.45X Cap: $23.08B
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• Communication Services Select Sector SPDR Fund (XLC $107.93)
  • $107.93 P/E (TTM): 32.18X Cap: $24.05B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $103.38)
  • $103.38 P/E (TTM): 72.62X Cap: $1.11B
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Q: I am coming into a $50,000 gift from aging parents, and would like to invest for my 10 month old son’s education. I want long term growth until he needs the money (probably 18 years or so). Would you recommend 100% ZSP or some other ETF? Also, should I buy in one shot as soon as I have the money ?

Upvote 12

Read Answer Asked by John on July 25, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $126.99)
  • $126.99 P/E (TTM): 18.62X Cap: $1.51B
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Q: Hammond getting whacked again after earnings. Is it because of the lower backlog, share based comp, lower gross margins? All of the above? What are your thoughts going forward? Its had a nice run since the April lows. Would you add here or wait? Have a 2.15% position in the name after the drop today. Thanks!

Upvote 9

Read Answer Asked by Keith on July 25, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $126.99)
  • $126.99 P/E (TTM): 18.62X Cap: $1.51B
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Q: Hi 5i, this stock always trades the same, slow escalator up, earning release: "Net earnings of $13.4 million in the quarter, significantly impacted by share-based compensation.", and then it takes the elevator down.

Please provide review of results and whether it is still holdable or are there better options.

Thx

Upvote 6

Read Answer Asked by Christopher on July 25, 2025