Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $101.85)
  • $101.85 P/E (TTM): 13.65X Cap: $21.87B
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• Thomson Reuters Corporation (TRI $113.99)
  • $113.99 P/E (TTM): 21.58X Cap: $50.70B
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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 $101.85)
  • $101.85 P/E (TTM): 13.65X Cap: $21.87B
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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 $63.02)
  • $63.02 P/E (TTM): 18.06X Cap: $24.38B
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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 $26.39)
  • $26.39 Cap: $4.88B
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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 $132.79)
  • $132.79 P/E (TTM): 11.35X Cap: $226.69B
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• Bank of Nova Scotia (The) (BNS $105.75)
  • $105.75 P/E (TTM): 25.98X Cap: $131.29B
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• Canadian Natural Resources Limited (CNQ $58.00)
  • $58.00 P/E (TTM): 18.3X Cap: $120.82B
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• Sun Life Financial Inc. (SLF $90.84)
  • $90.84 P/E (TTM): 22.71X Cap: $50.31B
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• Constellation Software Inc. (CSU $2,486.52)
  • $2,486.52 P/E (TTM): 58.29X Cap: $52.69B
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• Intact Financial Corporation (IFC $261.96)
  • $261.96 P/E (TTM): 18.96X Cap: $46.51B
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• Fortis Inc. (FTS $76.99)
  • $76.99 P/E (TTM): 22.06X Cap: $39.06B
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• Descartes Systems Group Inc. (The) (DSG $91.78)
  • $91.78 P/E (TTM): 40.0X Cap: $7.89B
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• Toromont Industries Ltd. (TIH $201.38)
  • $201.38 P/E (TTM): 33.18X Cap: $16.40B
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• Hydro One Limited (H $56.67)
  • $56.67 P/E (TTM): 26.15X Cap: $33.98B
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• EQB Inc. (EQB $118.80)
  • $118.80 P/E (TTM): 17.92X Cap: $4.46B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.96)
  • $62.96 P/E (TTM): 92.75X Cap: $141.36B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $69.20)
  • $69.20 P/E (TTM): 32.26X Cap: $111.46B
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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 $44.11)
  • $44.11 Cap: $220.32B
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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 $200.15)
  • $200.15 P/E (TTM): 98.6X Cap: $325.85B
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• Zedcor Inc. (ZDC $6.02)
  • $6.02 P/E (TTM): 430.0X Cap: $635M
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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 $13.16)
  • $13.16 Cap: $3.15B
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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 $314.90)
  • $314.90 P/E (TTM): 29.13X Cap: $3.81T
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• NVIDIA Corporation (NVDA $189.82)
  • $189.82 P/E (TTM): 47.1X Cap: $4.61T
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• The Walt Disney Company (DIS $105.58)
  • $105.58 P/E (TTM): 15.55X Cap: $187.03B
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• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $170.59)
  • $170.59 P/E (TTM): 29.49X Cap: $2.72B
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• BMO Equal Weight Banks Index ETF (ZEB $61.61)
  • $61.61 P/E (TTM): 15.25X Cap: $5.23B
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• Nintendo Co (NTDOY)
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• Nebius Group N.V. (NBIS $97.92)
  • $97.92 Cap: $23.31B
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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 $149.13)
  • $149.13 P/E (TTM): 28.24X Cap: $2.32B
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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 $24.62)
  • $24.62 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 $90.00)
  • $90.00 P/E (TTM): 747.98X Cap: $7.49B
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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 $310.79)
  • $310.79 P/E (TTM): 15.53X Cap: $838.21B
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• RTX Corporation (RTX $204.92)
  • $204.92 P/E (TTM): 41.31X Cap: $275.06B
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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 $311.56)
  • $311.56 P/E (TTM): 25.87X Cap: $156.10B
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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 $7.88)
  • $7.88 P/E (TTM): 20.21X Cap: $779M
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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 $192.09)
  • $192.09 P/E (TTM): 40.78X Cap: $52.59B
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• Firan Technology Group Corporation (FTG $18.92)
  • $18.92 P/E (TTM): 59.13X Cap: $476M
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• Kits Eyecare Ltd. (KITS $18.36)
  • $18.36 P/E (TTM): 166.91X Cap: $590M
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• MDA Space Ltd. (MDA $39.58)
  • $39.58 P/E (TTM): 46.56X Cap: $4.99B
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• AtkinsRéalis Group Inc. (ATRL $95.94)
  • $95.94 P/E (TTM): 6.58X Cap: $15.90B
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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 $97.49)
  • $97.49 P/E (TTM): 81.24X Cap: $111.06B
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• Nike Inc. (NKE $65.40)
  • $65.40 P/E (TTM): 38.47X Cap: $96.81B
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• UnitedHealth Group Incorporated (DE) (UNH $290.00)
  • $290.00 P/E (TTM): 15.13X Cap: $262.69B
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• United Parcel Service Inc. (UPS $116.73)
  • $116.73 P/E (TTM): 17.79X Cap: $99.11B
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• lululemon athletica inc. (LULU $187.30)
  • $187.30 P/E (TTM): 13.03X Cap: $21.01B
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• Crocs Inc. (CROX $100.04)
  • $100.04 Cap: $5.02B
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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 $19.94)
  • $19.94 P/E (TTM): 44.31X Cap: $4.35B
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• Firan Technology Group Corporation (FTG $18.92)
  • $18.92 P/E (TTM): 59.13X Cap: $476M
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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