Investment Q&A

• Hemisphere Energy Corporation (HME $2.24)
  • $2.24 P/E (TTM): 7.4X Cap: $213M
  • View HME Profile
  • View Questions on HME
• TELUS Corporation (T $18.82)
  • $18.82 P/E (TTM): 25.83X Cap: $29.22B
  • View T Profile
  • View Questions on T
• Constellation Software Inc. (CSU $2,531.52)
  • $2,531.52 P/E (TTM): 56.43X Cap: $55.26B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• CAE Inc. (CAE $40.06)
  • $40.06 P/E (TTM): 33.95X Cap: $13.02B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE
• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.71)
  • $37.71 P/E (TTM): 29.83X Cap: $5.80B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• TFI International Inc. (TFII $161.75)
  • $161.75 P/E (TTM): 40.73X Cap: $13.40B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• goeasy Ltd. (GSY $107.48)
  • $107.48 P/E (TTM): 7.89X Cap: $1.76B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Total Energy Services Inc. (TOT $18.10)
  • $18.10 P/E (TTM): 11.54X Cap: $684M
  • View TOT Profile
  • View Questions on TOT
• Propel Holdings Inc. (PRL $21.24)
  • $21.24 P/E (TTM): 9.8X Cap: $853M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Hi 5I. I would like to consolidate this mixed bag into one or two holdings. Would you please rank them in order of "sell" to "keep".

Carl

Upvote 2

Read Answer Asked by Carl on February 27, 2026

• CECO Environmental Corp. (CECO $59.89)
  • $59.89 P/E (TTM): 54.7X Cap: $2.25B
  • View CECO Profile
  • View Questions on CECO

Q: I know it’s been a very volatile stock lately, but would you initiate a position at these level levels?

Upvote 1

Read Answer Asked by Gary on February 27, 2026

• Flutter Entertainment Plc (FLUT $101.00)
  • $101.00 Cap: $21.43B
  • View FLUT Profile
  • View Questions on FLUT

Q: Market reaction is harsh. What do you see going forward?
Hold or sell?

Upvote 1

Read Answer Asked by Harry on February 27, 2026

• Pembina Pipeline Corporation (PPL $60.20)
  • $60.20 P/E (TTM): 21.18X Cap: $34.97B
  • View PPL Profile
  • View Questions on PPL

Q: Thoughts on their latest quarter.

Upvote 2

Read Answer Asked by don on February 27, 2026

• Metallic Minerals Corp. (MMG $0.41)
  • $0.41 Cap: $85M
  • View MMG Profile
  • View Questions on MMG

Q: please comment on La Plata Cu press update
thank you

Upvote 1

Read Answer Asked by Howard on February 27, 2026

• Alphabet Inc. (GOOG $306.67)
  • $306.67 P/E (TTM): 28.83X Cap: $3.78T
  • View GOOG Profile
  • View Questions on GOOG
• Celestica Inc. (CLS $374.72)
  • $374.72 P/E (TTM): 49.65X Cap: $43.90B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $162.45)
  • $162.45 P/E (TTM): 127.25X Cap: $224.50B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Kraken Robotics Inc. (PNG $8.48)
  • $8.48 P/E (TTM): 133.83X Cap: $2.71B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Teradyne Inc. (TER $313.49)
  • $313.49 P/E (TTM): 91.79X Cap: $52.08B
  • View TER Profile
  • View Questions on TER

Q: What are your top 5 growth stocks? Can you provide a couple of compelling reasons why each makes the grade and also rank them from highest to lowest conviction. Finally can you indicate where you feel the stock price will be 12 months from now.

Upvote 5

Read Answer Asked on February 27, 2026

• Intact Financial Corporation (IFC $266.34)
  • $266.34 P/E (TTM): 18.73X Cap: $46.88B
  • View IFC Profile
  • View Questions on IFC
• Magna International Inc. (MG $86.15)
  • $86.15 P/E (TTM): 17.63X Cap: $24.76B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Trisura Group Ltd. (TSU $46.54)
  • $46.54 P/E (TTM): 17.76X Cap: $2.18B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• Nutrien Ltd. (NTR $101.69)
  • $101.69 P/E (TTM): 58.97X Cap: $48.32B
  • View NTR Profile
  • View Questions on NTR
• Propel Holdings Inc. (PRL $21.24)
  • $21.24 P/E (TTM): 9.8X Cap: $853M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: with more recent AI scare can you give 5 contrarian ideas in canada and US that look interesting in terms of valuations that you might not be impacted as severely as the market is pricing in.

Upvote 1

Read Answer Asked by Kenny on February 27, 2026

• Donaldson Company Inc. (DCI $91.30)
  • $91.30 P/E (TTM): 33.47X Cap: $12.04B
  • View DCI Profile
  • View Questions on DCI

Q: Your updated comments on DCI please. Buy, sell or hold? Thanks

Upvote 1

Read Answer Asked by Charles on February 27, 2026

• Tantalus Systems Holding Inc. (GRID $4.65)
  • $4.65 Cap: $245M
  • View GRID Profile
  • View Questions on GRID
• Electrovaya Inc. (ELVA $10.17)
  • $10.17 P/E (TTM): 73.88X Cap: $446M
  • View ELVA Profile
  • View Questions on ELVA

Q: Hi,
In an earlier question today you responded being OK selling GRID and replacing with ELVA. Would you please give a brief reason why?
Would you still be OK switching even if selling GRID would result in a capital gain? (Note: the gain would be offset by previous year losses)
Thanks

Upvote 1

Read Answer Asked by Marco on February 27, 2026

• BluMetric Environmental Inc. (BLM $1.22)
  • $1.22 Cap: $74M
  • View BLM Profile
  • View Questions on BLM

Q: Can you give me your thoughts on their latest quarter? Would you be a buyer today?

Upvote 1

Read Answer Asked by Bill on February 27, 2026

• Vertiv Holdings LLC Class A (VRT $246.81)
  • $246.81 P/E (TTM): 92.61X Cap: $99.18B
  • View VRT Profile
  • View Questions on VRT

Q: Morning 5i Team,

Please comment on the volatility of VRT yesterday (it was slightly down when the closing bell rang). Also would it be a buy, hold or sell going forward?
Thanks again for the great work.
H

Upvote 2

Read Answer Asked by Harry on February 27, 2026

• Block Inc. Class A (XYZ $62.53)
  • $62.53 P/E (TTM): 10.21X Cap: $33.13B
  • View XYZ Profile
  • View Questions on XYZ

Q: Greetings 5i, may we please have your updated opinion and analysis of Block, particularly in light of Q4 2025 results and the announcement on workforce reduction. If you held the stock would you add? Is it a buy? Thank you.

Upvote 2

Read Answer Asked by Barbara on February 27, 2026

• Zedcor Inc. (ZDC $5.62)
  • $5.62 P/E (TTM): 420.0X Cap: $610M
  • View ZDC Profile
  • View Questions on ZDC

Q: Dear 5i,
I initiated a small position in Zedcore based on your prior recommendations after the Amazon competition threat decreased ZDC’s price - thanks for the timely evaluation. After a short ‘test-drive’ I am considering adding to it. I’d appreciate your take on the bought deal closing Feb 27. Can you explain why the underwriters are paying a premium to the current share price? Also, has the company outlined how it will deploy the $30 million and what is your take on the impact of this new spend on future growth. Thanks for helping me discover these ‘small’ growth companies (Can-PNG! US-NBIS!).
Sincerely, another very happy 5i member

Upvote 4

Read Answer Asked by Warren on February 27, 2026

• AirBoss of America Corp. (BOS $6.15)
  • $6.15 Cap: $164M
  • View BOS Profile
  • View Questions on BOS
  • View Reports on BOS

Q: Airboss is quietly climbed about 50% over the past three months. I haven't seen any news or (much) insider buying. Does the current value seem reasonable?

Upvote 3

Read Answer Asked by Peter on February 27, 2026

• Heico Corporation (HEI $320.08)
  • $320.08 P/E (TTM): 70.52X Cap: $43.61B
  • View HEI Profile
  • View Questions on HEI

Q: HEI just announced earnings and the stock dropped like a rock. I would appreciate your thoughts on the earnings and on the company as a whole. Is it worth keeping or do you have a better idea in the sector. Thanks so much.

Upvote 1

Read Answer Asked by Brian on February 27, 2026

• goeasy Ltd. (GSY $107.48)
  • $107.48 P/E (TTM): 7.89X Cap: $1.76B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Propel Holdings Inc. (PRL $21.24)
  • $21.24 P/E (TTM): 9.8X Cap: $853M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Hi Guys

With all the bank earnings out, and the conference calls occurring, did you get a sense on how credit worthiness is doing? How were banks provisioning for loan losses? Thinking of Propel and Goeasy and whether they will get through this cycle just fine?

Thanks Stuart

Upvote 9

Read Answer Asked by Stuart on February 27, 2026

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $54.79)
  • $54.79 P/E (TTM): 18.27X Cap: $26.97B
  • View XIC Profile
  • View Questions on XIC
• Vanguard FTSE Developed Asia Pacific All Cap Index ETF (VA $57.41)
  • $57.41 P/E (TTM): 0.13X Cap: $256M
  • View VA Profile
  • View Questions on VA
• Vanguard S&P 500 Index ETF (VFV $165.88)
  • $165.88 P/E (TTM): 26.01X Cap: $28.53B
  • View VFV Profile
  • View Questions on VFV

Q: Using above 2 for Canada and USA
Can you suggest ETF for Asia

Upvote 4

Read Answer Asked by Pierre on February 27, 2026

• NortonLifeLock (GEN)
  • P/E (TTM): 131.9X
  • View GEN Profile
  • View Questions on GEN
• Fortinet Inc. (FTNT $77.85)
  • $77.85 P/E (TTM): 31.11X Cap: $58.60B
  • View FTNT Profile
  • View Questions on FTNT
• CrowdStrike Holdings Inc. (CRWD $362.75)
  • $362.75 Cap: $96.07B
  • View CRWD Profile
  • View Questions on CRWD

Q: Can you provide your comments on the growth profiles, historical and in the next few years, for both of them?
Which one of the two would you side with today, if growth and valuation both are equally important. Suggest if you have a new name instead.

Upvote 4

Read Answer Asked by Jabs on February 27, 2026

• Zoom Communications Inc. (ZM $74.35)
  • $74.35 P/E (TTM): 16.74X Cap: $22.36B
  • View ZM Profile
  • View Questions on ZM

Q: Greetings 5i, your updated opinion and analysis on this company and its future prospects please. Thank you.

Upvote 2

Read Answer Asked by Barbara on February 27, 2026

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $22.06)
  • $22.06 P/E (TTM): 48.79X Cap: $794M
  • View ZWE Profile
  • View Questions on ZWE

Q: Does ZWE have a management fee .65% plus a MER .73% or just the MER ? Also is it a good fairly safe longer term buy and hold for income and diversification ?

Upvote 1

Read Answer Asked by nick on February 27, 2026