Investment Q&A

• Nutrien Ltd. (NTR $105.17)
  • $105.17 P/E (TTM): 36.77X Cap: $51.70B
  • View NTR Profile
  • View Questions on NTR

Q: Hello 5i
Do you think the Strait of Hormuz conflict will push fertilizer prices higher globally and thus aid NTR? If so to what extent?
Thank you
Dave

Upvote 6

Read Answer Asked by Dave on March 12, 2026

• Intuitive Surgical Inc. (ISRG $477.81)
  • $477.81 P/E (TTM): 61.34X Cap: $169.65B
  • View ISRG Profile
  • View Questions on ISRG
• Johnson & Johnson (JNJ $237.80)
  • $237.80 P/E (TTM): 21.59X Cap: $571.51B
  • View JNJ Profile
  • View Questions on JNJ
• Eli Lilly and Company (LLY $917.90)
  • $917.90 P/E (TTM): 40.54X Cap: $867.39B
  • View LLY Profile
  • View Questions on LLY
• Stryker Corporation (SYK $340.62)
  • $340.62 P/E (TTM): 41.46X Cap: $132.33B
  • View SYK Profile
  • View Questions on SYK

Q: Would you suggest moving out of ISRG into a different US health care company for a better long term hold? I already have ABBV. thank you

Upvote 5

Read Answer Asked by alex on March 12, 2026

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $59.32)
  • $59.32 P/E (TTM): 29.85X Cap: $98.78B
  • View BAM Profile
  • View Questions on BAM

Q: Since last summer BAM has steadily fallen 35% and shows no sign of reversing the negative direction of it's price chart. I would appreciate your analysis of this negative price direction of a supposedly quality company.
Thank you.

Upvote 7

Read Answer Asked by Dennis on March 12, 2026

• Brookfield Corporation Class A Limited Voting Shares (BN $52.84)
  • $52.84 P/E (TTM): 80.1X Cap: $120.55B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $59.32)
  • $59.32 P/E (TTM): 29.85X Cap: $98.78B
  • View BAM Profile
  • View Questions on BAM

Q: Is BN and/or BAM susceptible to the credit risk like private credit like black rock?

Upvote 14

Read Answer Asked by Shyam on March 12, 2026

• Welltower Inc. (WELL $206.88)
  • $206.88 P/E (TTM): 75.86X Cap: $145.97B
  • View WELL Profile
  • View Questions on WELL
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $59.32)
  • $59.32 P/E (TTM): 29.85X Cap: $98.78B
  • View BAM Profile
  • View Questions on BAM

Q: I have held Welltower in my RRSP for several years, and it has appreciated very well. However, I am thinking I will sell it and use the proceeds to enter BAM (higher dividend and an opportune time to buy).
What is your current opinion of WELL?
Would you see this switch to BAM as favourable?

Upvote 6

Read Answer Asked by Mary on March 12, 2026

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $59.32)
  • $59.32 P/E (TTM): 29.85X Cap: $98.78B
  • View BAM Profile
  • View Questions on BAM

Q: Thoughts on aggressively adding at these prices ?

Upvote 6

Read Answer Asked by Keith on March 12, 2026

Q: what is vwap and how is it a measure of performance or other criteria?

Upvote 4

Read Answer Asked by Mike on March 12, 2026

• Brookfield Infrastructure Partners L.P. (BIP.UN $49.78)
  • $49.78 P/E (TTM): 99.74X Cap: $22.61B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: I bought a 1000 shares in 2016 at $48.00 and now have 2250 due to share (units) distribution by BIP.UN. My adjusted cost base including distributions is now $1.00.
Sell or hold? Not a big appreciation of capital over this time other than the unit distributions?

Upvote 7

Read Answer Asked by James on March 12, 2026

• CECO Environmental Corp. (CECO $56.01)
  • $56.01 P/E (TTM): 43.24X Cap: $2B
  • View CECO Profile
  • View Questions on CECO
• Trane Technologies plc (TT $420.43)
  • $420.43 P/E (TTM): 32.77X Cap: $94.44B
  • View TT Profile
  • View Questions on TT

Q: Hi team,
Is Ceco a good buy right now on the recent pullback? It has had a couple positive days now, seems like its drop may be over. Also generally speaking , do you see it as a name with multi bagger potential over the next decade? I look back to TT and amazed with the type of share price growth an industrial name like Trane has achieved. Could Ceco follow the same trajectory ?

Thanks,
Shane

Upvote 6

Read Answer Asked by Shane on March 12, 2026

• Coinbase Global Inc (COIN $195.14)
  • $195.14 P/E (TTM): 47.24X Cap: $53.41B
  • View COIN Profile
  • View Questions on COIN

Q: What are your thoughts on adding coin for a long term holding?

Upvote 2

Read Answer Asked by Keith on March 12, 2026

• Hamilton Enhanced Canadian Bank ETF (HCAL $36.07)
  • $36.07 P/E (TTM): 15.2X Cap: $792M
  • View HCAL Profile
  • View Questions on HCAL

Q: In a previous answer you said HCAL MER is 2.08%, on the ETF web site (https://hamiltonetfs.com/etf/hcal/) it says Management Fee 0.65%
Which one it is?

Thanks

Upvote 3

Read Answer Asked by Marios on March 12, 2026

• WSP Global Inc. (WSP $217.42)
  • $217.42 P/E (TTM): 30.24X Cap: $29.90B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• goeasy Ltd. (GSY $35.70)
  • $35.70 P/E (TTM): 2.78X Cap: $611M
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• 5N Plus Inc. (VNP $29.00)
  • $29.00 P/E (TTM): 40.33X Cap: $2.68B
  • View VNP Profile
  • View Questions on VNP
• TerraVest Industries Inc. (TVK $137.05)
  • $137.05 Cap: $3.03B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Teradyne Inc. (TER $298.13)
  • $298.13 P/E (TTM): 86.28X Cap: $46.97B
  • View TER Profile
  • View Questions on TER
• Monolithic Power Systems Inc. (MPWR $1,078.68)
  • $1,078.68 P/E (TTM): 83.01X Cap: $52.81B
  • View MPWR Profile
  • View Questions on MPWR
• HIVE Digital Technologies Ltd. (HIVE $2.81)
  • $2.81 Cap: $745M
  • View HIVE Profile
  • View Questions on HIVE
• Galaxy Digital Inc. Class A common stock (GLXY $28.17)
  • $28.17 Cap: $11.58B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Tantalus Systems Holding Inc. (GRID $4.40)
  • $4.40 Cap: $229M
  • View GRID Profile
  • View Questions on GRID
• Telesat Corporation Common and Variable Voting Shares (TSAT $52.82)
  • $52.82 Cap: $1.98B
  • View TSAT Profile
  • View Questions on TSAT
• Ouster Inc. (OUST $20.56)
  • $20.56 Cap: $1.30B
  • View OUST Profile
  • View Questions on OUST
• Firefly Aerospace Inc. (FLY $22.48)
  • $22.48 Cap: $3.73B
  • View FLY Profile
  • View Questions on FLY

Q: Hello Team, Can you please rank the above companies in order of what you think will give the best returns over the next couple of years. Thanks.

Upvote 21

Read Answer Asked by Kevin on March 12, 2026

• Alphabet Inc. (GOOG $303.99)
  • $303.99 P/E (TTM): 28.62X Cap: $3.72T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $177.78)
  • $177.78 P/E (TTM): 37.13X Cap: $4.38T
  • View NVDA Profile
  • View Questions on NVDA

Q: 3 to 5 years
What would be a better pic.
I currently own both and I am able to top up a few shares
Both are great companies.

Upvote 8

Read Answer Asked by jeffrey on March 12, 2026

• Constellation Software Inc. (CSU $2,490.10)
  • $2,490.10 P/E (TTM): 78.8X Cap: $54.41B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Topicus.com Inc. (TOI $96.31)
  • $96.31 P/E (TTM): 308.43X Cap: $12.58B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $24.03)
  • $24.03 P/E (TTM): 96.23X Cap: $6.26B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Would it be possible for this group to be taken private with the low valuation of the stock?

Thx

Upvote 6

Read Answer Asked by blake on March 12, 2026

• Alphabet Inc. (GOOG $303.99)
  • $303.99 P/E (TTM): 28.62X Cap: $3.72T
  • View GOOG Profile
  • View Questions on GOOG
• goeasy Ltd. (GSY $35.70)
  • $35.70 P/E (TTM): 2.78X Cap: $611M
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• RTX Corporation (RTX $200.20)
  • $200.20 P/E (TTM): 40.99X Cap: $275.33B
  • View RTX Profile
  • View Questions on RTX

Q: Would you say goeasy is a quality business on sale right now?

It is clear to me that this is a manufactured share price collapse for the purpose of gain to those in the know.


Would you suggest 10 Canadian blue chip type companies misvalued right now...with a view to generational wealth?

Upvote 27

Read Answer Asked by D on March 12, 2026

• Harvest Canadian High Income Shares ETF (HHIC $14.11)
  • $14.11 P/E (TTM): 17.27X Cap: $170M
  • View HHIC Profile
  • View Questions on HHIC

Q: Just a question about the 14% yield,my info shoes only 6.7% give or take???

Upvote 2

Read Answer Asked by terry on March 12, 2026

• Liquidity Services Inc. (LQDT $28.17)
  • $28.17 P/E (TTM): 30.76X Cap: $882M
  • View LQDT Profile
  • View Questions on LQDT

Q: RECENTLY RECOMMENDED BY GORDEN REID ON BNN. CAN I HAVE YOUR OPINION PLEASE?

Upvote 1

Read Answer Asked by terrance on March 12, 2026

• goeasy Ltd. (GSY $35.70)
  • $35.70 P/E (TTM): 2.78X Cap: $611M
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: Siskinds is launching an investigation into Go Easy. Would you please advise on what you would do?

Upvote 4

Read Answer Asked by Gregory on March 12, 2026

• Baytex Energy Corp. (BTE $5.78)
  • $5.78 Cap: $4.33B
  • View BTE Profile
  • View Questions on BTE

Q: Your analysis on the latest quarter, balance sheet strength and whether stock is a buy. Thank you!

Upvote 5

Read Answer Asked by Sandy on March 12, 2026

• Sylogist Ltd. (SYZ $3.75)
  • $3.75 Cap: $90M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ

Q: Greetings 5i, I know that Sylogist is not high on your list right now although in the past 5i has been favourable toward the company. However, can you please provide your analysis of and opinion on the ongoing shareholder activism. Is PenderFund a credible entity? Is OneMove a credible entity? Neither one? If you were a shareholder what side of this battle would you land on and why? Thank you.

Upvote 2

Read Answer Asked by Barbara on March 12, 2026