Investment Q&A

• BMO S&P 500 Index ETF (ZSP $102.84)
  • $102.84 P/E (TTM): 25.46X Cap: $21.38B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $54.91)
  • $54.91 P/E (TTM): 18.27X Cap: $26.91B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $48.10)
  • $48.10 P/E (TTM): 1.18X Cap: $9.44B
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• Vanguard Global Momentum Factor ETF (VMO $86.49)
  • $86.49 P/E (TTM): 26.01X Cap: $363M
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• INVESCO QQQ Trust (QQQ $607.29)
  • $607.29 P/E (TTM): 30.22X Cap: $396.74B
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Q: Hello 5i team,
I hold a concentrated stock portfolio. If I was to start buying ETF's; which 5 or 6 would you recommend me buying slowly over the next few years that will give me a diversified portfolio. Five or six ETF's that I can continue to dollar cost average into over the next 5 years.
Thank you,
Brent

Upvote 6

Read Answer Asked by Brent on October 01, 2025

• Alphabet Inc. (GOOG $311.43)
  • $311.43 P/E (TTM): 28.83X Cap: $3.77T
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• Celestica Inc. (CLS $378.78)
  • $378.78 P/E (TTM): 49.65X Cap: $43.57B
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• Kraken Robotics Inc. (PNG $8.50)
  • $8.50 P/E (TTM): 133.83X Cap: $2.60B
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• Brookfield Corporation Class A Limited Voting Shares (BN $59.82)
  • $59.82 P/E (TTM): 88.8X Cap: $134.31B
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• Nebius Group N.V. (NBIS $91.19)
  • $91.19 Cap: $21.71B
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Q: Good Morning 5i Team,

In my TFSA I have some cash parked from the sale of some equities. I'm looking to move this cash into a few grow potential stocks, with a growth horizon of 5 years +. I do have a decent risk tolerance. With this in mind, what would be the 3-5 companies I should be researching?

Upvote 22

Read Answer Asked by Edward on October 01, 2025

• Lumine Group Inc. (LMN $21.23)
  • $21.23 P/E (TTM): 74.82X Cap: $5.44B
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Q: If LMN was sold what stock would you replace this one with?

Thanks

Upvote 6

Read Answer Asked on October 01, 2025

• FirstService Corporation (FSV $214.94)
  • $214.94 P/E (TTM): 50.65X Cap: $9.88B
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Q: Hello 5i
In the early part of September, the stock shot up. Now it seems to be sinking back down. Is there any reason for these movements? Could you please suggest a good entry point to buy.
You continually give great advice. Thank you so much!

Upvote 6

Read Answer Asked by GARY on September 30, 2025

• Miscellaneous (MISC)
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Q: What do you folks think of the proposal to cut back required financial reporting by public companies from quarterly to semiannually.

Upvote 11

Read Answer Asked by David on September 30, 2025

• Sportradar Group AG (SRAD $18.26)
  • $18.26 Cap: $5.46B
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Q: Why is SRAD's price slipping? In the past you have recommended the stock and, at one point, I was up 30%. Now up only 12% and dropping. Do I hang on or quit while I'm ahead? What needs to happen for this negative trend to reverse itself? Thank you.

Upvote 3

Read Answer Asked by Maureen on September 30, 2025

• Amgen Inc. (AMGN $388.16)
  • $388.16 P/E (TTM): 29.3X Cap: $209.24B
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• Intuitive Surgical Inc. (ISRG $503.51)
  • $503.51 P/E (TTM): 62.53X Cap: $178.81B
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• AbbVie Inc. (ABBV $232.08)
  • $232.08 P/E (TTM): 175.18X Cap: $410.35B
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• Eli Lilly and Company (LLY $1,051.99)
  • $1,051.99 P/E (TTM): 46.12X Cap: $992.40B
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• Merck & Company Inc. (MRK $123.82)
  • $123.82 P/E (TTM): 16.37X Cap: $306.13B
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• AbCellera Biologics Inc. (ABCL $3.61)
  • $3.61 Cap: $1.06B
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Q: Hi,
I want to buy Healthcare stocks.
Can you please recommend in order of preference a top 10 mix of Canadian and USD names. Can you also add a growth/risk rating 1 to 10 with 10 being highest growth and 10 being highest risk.
Thanks

Upvote 7

Read Answer Asked by Marco on September 30, 2025

• Robinhood Markets Inc. (HOOD $75.85)
  • $75.85 P/E (TTM): 29.91X Cap: $68.28B
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• Galaxy Digital Inc. (GLXY $20.59)
  • $20.59 Cap: $8.04B
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Q: I currently have a 3.5% position in HOOD. I am considering a small position in GLXY - say 1.5% - bringing my total exposure to 5%. Being mindful of crypto's volatility, in your view, is a 5% exposure here too high?

Upvote 8

Read Answer Asked by Maureen on September 30, 2025

• Genius Sports Limited (GENI $6.21)
  • $6.21 Cap: $1.48B
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• Robinhood Markets Inc. (HOOD $75.85)
  • $75.85 P/E (TTM): 29.91X Cap: $68.28B
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• Sportradar Group AG (SRAD $18.26)
  • $18.26 Cap: $5.46B
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• Flutter Entertainment Plc (FLUT $106.14)
  • $106.14 Cap: $18.21B
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Q: GENI/SRAD Taking a bit of a hit today. Still up huge on the year obviously but is this decline a buying opportunity for someone looking to build a full position? What news or factors have created this decline?

Upvote 4

Read Answer Asked by Tim on September 30, 2025

• Fortinet Inc. (FTNT $79.03)
  • $79.03 P/E (TTM): 31.11X Cap: $58.47B
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• Amplify Cybersecurity ETF (HACK $73.16)
  • $73.16 P/E (TTM): 35.21X Cap: $1.85B
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• Palo Alto Networks Inc. (PANW $148.92)
  • $148.92 P/E (TTM): 79.64X Cap: $121.51B
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• First Trust NASDAQ CEA Cybersecurity ETF (CIBR $62.91)
  • $62.91 P/E (TTM): 33.62X Cap: $9.56B
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• Zscaler Inc. (ZS $146.99)
  • $146.99 Cap: $23.63B
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• CrowdStrike Holdings Inc. (CRWD $371.98)
  • $371.98 Cap: $93.77B
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Q: And another question for the team. What are your recommendations for cyber security stocks and etf's. I have no holding in such.

Upvote 7

Read Answer Asked by Robert on September 30, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $28.06)
  • $28.06 Cap: $10.96B
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Q: Any idea about why it’s been so strongly last month or so? I take it you still think this is a buy even after recent gains. Thanks.

Upvote 8

Read Answer Asked by Jason on September 30, 2025

• Alphabet Inc. (GOOG $311.43)
  • $311.43 P/E (TTM): 28.83X Cap: $3.77T
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• NVIDIA Corporation (NVDA $177.19)
  • $177.19 P/E (TTM): 47.53X Cap: $4.30T
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• Bank of Nova Scotia (The) (BNS $103.48)
  • $103.48 P/E (TTM): 25.56X Cap: $127.56B
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• BCE Inc. (BCE $35.85)
  • $35.85 P/E (TTM): 5.36X Cap: $33.43B
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• Toronto Dominion Bank (The) (TD $97.36)
  • $97.36 P/E (TTM): 11.22X Cap: $162.68B
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Q: I am in the process of sending my daughter funds to start a TFSA. She deals with Royal Bank. Can you suggest what is best for her to start. Mawer Mutual Funds or GIC's, or? Any suggestions would be greatly appreciated!
Thank you Gordo

Upvote 15

Read Answer Asked by gord on September 30, 2025

• Bank of Nova Scotia (The) (BNS $103.48)
  • $103.48 P/E (TTM): 25.56X Cap: $127.56B
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• Sun Life Financial Inc. (SLF $89.40)
  • $89.40 P/E (TTM): 22.12X Cap: $49.51B
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• Constellation Software Inc. (CSU $2,520.66)
  • $2,520.66 P/E (TTM): 56.43X Cap: $53.41B
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• Intact Financial Corporation (IFC $263.35)
  • $263.35 P/E (TTM): 18.73X Cap: $46.76B
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• Fortis Inc. (FTS $78.47)
  • $78.47 P/E (TTM): 22.42X Cap: $39.81B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.67)
  • $164.67 P/E (TTM): 127.25X Cap: $214.74B
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• Kraken Robotics Inc. (PNG $8.50)
  • $8.50 P/E (TTM): 133.83X Cap: $2.60B
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• kneat.com inc. (KSI $4.07)
  • $4.07 Cap: $389M
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• Tantalus Systems Holding Inc. (GRID $4.54)
  • $4.54 Cap: $233M
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Q: Hello,

I focus mainly on the balanced portfolio, but own stocks from each of the other 2 portfolios. Could you list and rank the top 3 or 4 from each on attractiveness to buy now.

Thank you

Upvote 28

Read Answer Asked by Delbert on September 30, 2025

• GURU Organic Energy Corp. (GURU $5.63)
  • $5.63 Cap: $169M
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Q: Please comment on their recent quarterly earnings and the outlook for this company.

Upvote 2

Read Answer Asked by Larry M. on September 30, 2025

• Broadcom Inc. (AVGO $319.55)
  • $319.55 P/E (TTM): 69.55X Cap: $1.51T
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• Garmin Ltd. (Switzerland) (GRMN $252.83)
  • $252.83 P/E (TTM): 28.4X Cap: $48.66B
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• Goldman Sachs Group Inc. (The) (GS $859.57)
  • $859.57 P/E (TTM): 18.13X Cap: $255.07B
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• JPMorgan Chase & Co. (JPM $300.30)
  • $300.30 P/E (TTM): 14.88X Cap: $809.91B
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• Eli Lilly and Company (LLY $1,051.99)
  • $1,051.99 P/E (TTM): 46.12X Cap: $992.40B
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• Mastercard Incorporated (MA $517.21)
  • $517.21 P/E (TTM): 30.03X Cap: $461.25B
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• Visa Inc. (V $320.14)
  • $320.14 P/E (TTM): 28.78X Cap: $613.39B
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• Constellation Software Inc. (CSU $2,520.66)
  • $2,520.66 P/E (TTM): 56.43X Cap: $53.41B
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• Tesla Inc. (TSLA $402.51)
  • $402.51 P/E (TTM): 370.21X Cap: $1.51T
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• Axon Enterprise Inc. (AXON $542.40)
  • $542.40 P/E (TTM): 133.58X Cap: $43.60B
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• Galaxy Digital Inc. Class A common stock (GLXY $28.06)
  • $28.06 Cap: $10.96B
  • View GLXY Profile
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• CrowdStrike Holdings Inc. (CRWD $371.98)
  • $371.98 Cap: $93.77B
  • View CRWD Profile
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• Palantir Technologies Inc. (PLTR $137.19)
  • $137.19 P/E (TTM): 207.3X Cap: $327.97B
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• Coinbase Global Inc (COIN $175.85)
  • $175.85 P/E (TTM): 36.01X Cap: $46.43B
  • View COIN Profile
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• Robinhood Markets Inc. (HOOD $75.85)
  • $75.85 P/E (TTM): 29.91X Cap: $68.28B
  • View HOOD Profile
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Q: Hello 5i,
New to portfolio analytics, can’t say enough about this team! Bravo.

Circumstances forced me to shuffle financially this past year.
43, pension, rentals. 55 freedom or forget it.

Highest conviction, growth, maj; tech, leaning themes to the next decade, a sprinkle of sector diversity, large/mid/small caps, predominantly US. I’m aware of course of all the caveats here lol. A 12-15 starter pack would be fabulous.

This is you starting today; You have 300k.
I do add 700 per week, please exclude
BN, TRI, ISRG, COST, HIMS, NBIS, NVDA, BKSY.

Eagerly waiting! Thank you.

Upvote 30

Read Answer Asked by Adam on September 30, 2025

• iShares MSCI All Country Asia ex Japan Index Fund (AAXJ $106.60)
  • $106.60 P/E (TTM): 11.62X Cap: $3.83B
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Q: Hi Peter,
Please provide your top picks for an ETF that invests in developed Asia Ex Japan and have a large holding % in China and South Korea. Thanks.

Upvote 2

Read Answer Asked by Willie on September 30, 2025

• Miscellaneous (MISC)
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Q: When people compare investing a lump sum to dollar cost averaging to market timing they usually trot out long term averages showing lump sum is better. Doesn’t context matter? Valuations are currently elevated. If they ran the comparisons after eliminating the years when valuations were at or below some long term average would the answer change?

How would you approach this question in today’s market context.

Appreciate you get a version of this question regularly but I’d like your answer for today. Thanks!

Upvote 7

Read Answer Asked by Chris on September 30, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.67)
  • $164.67 P/E (TTM): 127.25X Cap: $214.74B
  • View SHOP Profile
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Q: SHOP announced yesterday a collaboration with AI. Stock bounced up on the news. How big a deal is this? What impact on the price might it have? Is this something that analysts weren't considering and is new news? Now, for you crystal ball look, what might the stock price be in 6 and 12 months?

Upvote 8

Read Answer Asked on September 30, 2025

• Kinder Morgan Inc. (KMI $33.27)
  • $33.27 P/E (TTM): 26.8X Cap: $74.01B
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Q: KMI pays a less than spectacular dividend which increased this year by a very modest amount. The share price has been flat for almost a year. Their recent acquisition may be accretive but this has not yet been reflected in the price. What, if anything, do you see as a catalyst for price growth?
Do you have better alternatives in this space?
Thanks for your great service.
Ian

Upvote 5

Read Answer Asked by Ian on September 30, 2025

• Tantalus Systems Holding Inc. (GRID $4.54)
  • $4.54 Cap: $233M
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Q: Tantalus Systems (GRID)

The Company’s solutions include TRUConnect AMI, TRUFlex Load+DER Management, TRUGrid Automation, TRUSync Grid Data Management, and TRUSense Gateway.

Could you explain in English exactly how this will utilities, will utility's make more money, is it only for utility's?

Thank you.

Upvote 9

Read Answer Asked by Ross on September 30, 2025