Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $131.36)
  • $131.36 P/E (TTM): 17.43X Cap: $29.47B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Thomson Reuters Corporation (TRI $243.79)
  • $243.79 P/E (TTM): 48.02X Cap: $109.34B
  • View TRI Profile
  • View Questions on TRI

Q: After yesterday CGI Q results would you prefer TRI for more growth?

Upvote 9

Read Answer Asked by JR on July 31, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $131.36)
  • $131.36 P/E (TTM): 17.43X Cap: $29.47B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A

Q: Your thoughts on GIB.A's results released today, please.

Upvote 6

Read Answer Asked by Theodore on July 31, 2025

• Tourmaline Oil Corp. (TOU $57.01)
  • $57.01 P/E (TTM): 14.21X Cap: $21.35B
  • View TOU Profile
  • View Questions on TOU

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 $43.70)
  • $43.70 P/E (TTM): 491.89X Cap: $7.21B
  • View GTLB Profile
  • View Questions on GTLB

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 $102.24)
  • $102.24 P/E (TTM): 10.45X Cap: $175.15B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $78.71)
  • $78.71 P/E (TTM): 16.46X Cap: $97.86B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Canadian Natural Resources Limited (CNQ $41.10)
  • $41.10 P/E (TTM): 10.32X Cap: $85.84B
  • View CNQ Profile
  • View Questions on CNQ
• Sun Life Financial Inc. (SLF $81.25)
  • $81.25 P/E (TTM): 14.74X Cap: $45.99B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Constellation Software Inc. (CSU $4,360.35)
  • $4,360.35 P/E (TTM): 107.5X Cap: $92.40B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Intact Financial Corporation (IFC $279.75)
  • $279.75 P/E (TTM): 22.51X Cap: $49.89B
  • View IFC Profile
  • View Questions on IFC
• Fortis Inc. (FTS $70.53)
  • $70.53 P/E (TTM): 20.54X Cap: $35.08B
  • View FTS Profile
  • View Questions on FTS
• Descartes Systems Group Inc. (The) (DSG $136.09)
  • $136.09 P/E (TTM): 59.57X Cap: $11.74B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Toromont Industries Ltd. (TIH $142.76)
  • $142.76 P/E (TTM): 23.98X Cap: $11.62B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• Hydro One Limited (H $50.93)
  • $50.93 P/E (TTM): 24.35X Cap: $30.54B
  • View H Profile
  • View Questions on H
• EQB Inc. (EQB $100.36)
  • $100.36 P/E (TTM): 10.31X Cap: $3.86B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Brookfield Corporation Class A Limited Voting Shares (BN $88.89)
  • $88.89 P/E (TTM): 150.95X Cap: $132.96B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.35)
  • $82.35 P/E (TTM): 41.76X Cap: $134.24B
  • View BAM Profile
  • View Questions on BAM

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 $23.54)
  • $23.54 Cap: $103.03B
  • View INTC Profile
  • View Questions on INTC

Q: What are your thoughts on Intel?

Upvote 1

Read Answer Asked by Michael on July 31, 2025

• Advanced Micro Devices Inc. (AMD $165.20)
  • $165.20 P/E (TTM): 128.57X Cap: $270.28B
  • View AMD Profile
  • View Questions on AMD
• Zedcor Inc. (ZDC $4.12)
  • $4.12 P/E (TTM): 114.05X Cap: $433M
  • View ZDC Profile
  • View Questions on ZDC

Q: Which would you own for growth?

Upvote 4

Read Answer Asked by Peter on July 31, 2025

• Cellebrite DI Ltd. (CLBT $15.48)
  • $15.48 Cap: $3.78B
  • View CLBT Profile
  • View Questions on CLBT

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 $200.19)
  • $200.19 P/E (TTM): 21.59X Cap: $2.42T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $175.40)
  • $175.40 P/E (TTM): 58.71X Cap: $4.28T
  • View NVDA Profile
  • View Questions on NVDA
• The Walt Disney Company (DIS $117.04)
  • $117.04 P/E (TTM): 18.2X Cap: $210.43B
  • View DIS Profile
  • View Questions on DIS
• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $160.32)
  • $160.32 P/E (TTM): 98.45X Cap: $2.48B
  • View ZQQ Profile
  • View Questions on ZQQ
• BMO Equal Weight Banks Index ETF (ZEB $48.08)
  • $48.08 P/E (TTM): 12.49X Cap: $4B
  • View ZEB Profile
  • View Questions on ZEB
• Nintendo Co (NTDOY)
  • View NTDOY Profile
  • View Questions on NTDOY
• Nebius Group N.V. (NBIS $67.47)
  • $67.47 Cap: $16.06B
  • View NBIS Profile
  • View Questions on NBIS

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 $114.89)
  • $114.89 P/E (TTM): 23.19X Cap: $1.90B
  • View DXPE Profile
  • View Questions on DXPE

Q: Your opinion please and thank you.

Upvote 1

Read Answer Asked by Adam on July 31, 2025

• Tennessee Valley Authority (TVE $23.66)
  • $23.66 Cap: $1.03B
  • View TVE Profile
  • View Questions on TVE

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 $165.94)
  • $165.94 P/E (TTM): 81.66X Cap: $13.82B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

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 $292.24)
  • $292.24 P/E (TTM): 14.3X Cap: $799.24B
  • View JPM Profile
  • View Questions on JPM
• RTX Corporation (RTX $156.59)
  • $156.59 P/E (TTM): 34.18X Cap: $205.68B
  • View RTX Profile
  • View Questions on RTX

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 $186.85)
  • $186.85 P/E (TTM): 41.19X Cap: $90.79B
  • View AEM Profile
  • View Questions on AEM

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 $6.85)
  • $6.85 P/E (TTM): 15.28X Cap: $681M
  • View SGY Profile
  • View Questions on SGY

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 $195.10)
  • $195.10 P/E (TTM): 44.95X Cap: $54.08B
  • View DOL Profile
  • View Questions on DOL
• Firan Technology Group Corporation (FTG $10.68)
  • $10.68 P/E (TTM): 21.96X Cap: $268M
  • View FTG Profile
  • View Questions on FTG
• Kits Eyecare Ltd. (KITS $16.44)
  • $16.44 P/E (TTM): 149.09X Cap: $528M
  • View KITS Profile
  • View Questions on KITS
• MDA Space Ltd. (MDA $43.90)
  • $43.90 P/E (TTM): 51.51X Cap: $5.47B
  • View MDA Profile
  • View Questions on MDA
• AtkinsRéalis Group Inc. (ATRL $93.77)
  • $93.77 P/E (TTM): 6.73X Cap: $15.55B
  • View ATRL Profile
  • View Questions on ATRL

Q: Hello, how would you rate in order the above 5 companies going out 2-3 years. Thanks as always.

Upvote 7

Read Answer Asked by Anthony on July 31, 2025

• Starbucks Corporation (SBUX $89.51)
  • $89.51 P/E (TTM): 39.89X Cap: $103.36B
  • View SBUX Profile
  • View Questions on SBUX
• Nike Inc. (NKE $76.26)
  • $76.26 P/E (TTM): 35.85X Cap: $113.54B
  • View NKE Profile
  • View Questions on NKE
• UnitedHealth Group Incorporated (DE) (UNH $299.84)
  • $299.84 P/E (TTM): 12.74X Cap: $271.55B
  • View UNH Profile
  • View Questions on UNH
• United Parcel Service Inc. (UPS $86.94)
  • $86.94 P/E (TTM): 12.63X Cap: $74.41B
  • View UPS Profile
  • View Questions on UPS
• lululemon athletica inc. (LULU $198.12)
  • $198.12 P/E (TTM): 13.85X Cap: $22.67B
  • View LULU Profile
  • View Questions on LULU
• Crocs Inc. (CROX $83.72)
  • $83.72 P/E (TTM): 22.22X Cap: $4.57B
  • View CROX Profile
  • View Questions on CROX

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 $16.40)
  • $16.40 P/E (TTM): 19.83X Cap: $3.76B
  • View SES Profile
  • View Questions on SES
• Firan Technology Group Corporation (FTG $10.68)
  • $10.68 P/E (TTM): 21.96X Cap: $268M
  • View FTG Profile
  • View Questions on FTG

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