Investment Q&A

• Kraken Robotics Inc. (PNG $10.03)
  • $10.03 P/E (TTM): 160.0X Cap: $3.08B
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• CareRx Corporation (CRRX $3.73)
  • $3.73 Cap: $232M
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Q: Updated opinion please

Upvote 1

Read Answer Asked by Bill on March 18, 2026

• Thomson Reuters Corporation (TRI $127.87)
  • $127.87 P/E (TTM): 29.02X Cap: $58.10B
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Q: Why the ROC and share consolidation?

Upvote 1

Read Answer Asked by Danny on March 18, 2026

Q: Which 5 stocks would you start a position in today on the tsx?

Upvote 1

Read Answer Asked by Mohammed on March 18, 2026

• Gevo Inc. (GEVO $2.34)
  • $2.34 Cap: $570M
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Q: Hello Team 5i & Everyone,

I saw GEVO recommended as a very risky pick elsewhere today (that may get some institutional attention if it manages to get to $5 apparently). May I have your updated assessment of it please? What is the bull / bear case?

Thank you!

Sandra

Upvote 1

Read Answer Asked by Sandra on March 18, 2026

• Kratos Defense & Security Solutions Inc. (KTOS $95.46)
  • $95.46 P/E (TTM): 688.69X Cap: $16.23B
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• Viavi Solutions Inc. (VIAV $31.54)
  • $31.54 Cap: $7.13B
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• Palantir Technologies Inc. (PLTR $154.09)
  • $154.09 P/E (TTM): 242.41X Cap: $370.74B
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• Hydrograph Clean Power Inc. (HG $7.03)
  • $7.03 Cap: $2.87B
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• Symbotic Inc. (SYM $50.70)
  • $50.70 Cap: $31.62B
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Q: WITH THIS VOLATILITY, WHICH STOCKS ARE OVERPRICED AND UNDERPRICED.

Upvote 1

Read Answer Asked by Nizar on March 18, 2026

• Kelt Exploration Ltd. (KEL $9.18)
  • $9.18 P/E (TTM): 33.07X Cap: $1.85B
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• Thomson Reuters Corporation (TRI $127.87)
  • $127.87 P/E (TTM): 29.02X Cap: $58.10B
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• Cipher Pharmaceuticals Inc. (CPH $16.64)
  • $16.64 P/E (TTM): 18.06X Cap: $425M
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• goeasy Ltd. (GSY $39.24)
  • $39.24 P/E (TTM): 2.46X Cap: $614M
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• Capstone Copper Corp. (CS $10.66)
  • $10.66 P/E (TTM): 19.94X Cap: $8.44B
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• Tamarack Valley Energy Ltd. (TVE $10.97)
  • $10.97 Cap: $5.28B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $184.77)
  • $184.77 P/E (TTM): 27.11X Cap: $2.26B
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• Kraken Robotics Inc. (PNG $10.03)
  • $10.03 P/E (TTM): 160.0X Cap: $3.08B
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• Silvercorp Metals Inc. (SVM $13.99)
  • $13.99 P/E (TTM): 92.75X Cap: $3.26B
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• Vitalhub Corp. (VHI $7.74)
  • $7.74 P/E (TTM): 153.33X Cap: $493M
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• Tantalus Systems Holding Inc. (GRID $4.46)
  • $4.46 Cap: $227M
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• Propel Holdings Inc. (PRL $19.11)
  • $19.11 P/E (TTM): 9.52X Cap: $748M
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• Telesat Corporation Common and Variable Voting Shares (TSAT $55.25)
  • $55.25 Cap: $2.10B
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Q: Would you consider all positions in your growth portfolio still buyable today? Are there any that would make you pause if you were buying now?

Upvote 1

Read Answer Asked by Sylvia on March 18, 2026

• goeasy Ltd. (GSY $39.24)
  • $39.24 P/E (TTM): 2.46X Cap: $614M
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• Propel Holdings Inc. (PRL $19.11)
  • $19.11 P/E (TTM): 9.52X Cap: $748M
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Q: A note to JR re. GSY and PRL,
Thank you for the comment. I commented about the ethics of GSY last week and I regretted it afterward. It was one of those notes that is better to reflect upon that send. Your points are good and valid.
Peter

Upvote 1

Read Answer Asked by Peter on March 18, 2026

• Exchange Income Corporation (EIF $102.64)
  • $102.64 P/E (TTM): 34.08X Cap: $5.76B
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Q: Exchange Income Corp (EIF) should be added to the list of beneficiaries of Northern Infrastructure ... Flying crews and northern residents in and out of forest fires and floods has been a good business. In a more positive future , filling seats with contractors ,engineers , and more longterm residents will certainly increase benefit share value .

Upvote 1

Read Answer Asked by Thomas on March 18, 2026

• Nebius Group N.V. (NBIS $117.40)
  • $117.40 Cap: $27.69B
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Q: Good morning, 5i Team,

Based on the answers and comments you make about NBIS I can deduce that you like NBIS yet confused about price action. That makes at least two of us.
Are you able to share your thinking process of what might be happening with this instrument. Is it simply favored by the speculative bunch?

I closed my position yesterday, but I find it hard to resist to re-enter today.

Thank you as always

Nick

Upvote 6

Read Answer Asked by Nick on March 18, 2026

• Nutrien Ltd. (NTR $107.34)
  • $107.34 P/E (TTM): 35.89X Cap: $52.69B
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Q: NTR: bought Dec. 25 in my wife's RRIF - up 86% - 1000 shs. I see you still recommend - why? a small position in her portfolio.
NTR is subject to so many uncontrollable variables?
$140/share in 2022.
I want to get out before this stock crashes again - LOL

Upvote 5

Read Answer Asked by James on March 18, 2026

• Alphabet Inc. (GOOG $308.93)
  • $308.93 P/E (TTM): 28.16X Cap: $3.76T
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• Micron Technology Inc. (MU $463.80)
  • $463.80 P/E (TTM): 42.0X Cap: $519.63B
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• NVIDIA Corporation (NVDA $182.24)
  • $182.24 P/E (TTM): 37.39X Cap: $4.42T
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• Celestica Inc. (CLS $385.37)
  • $385.37 P/E (TTM): 37.99X Cap: $44.45B
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• Nebius Group N.V. (NBIS $117.40)
  • $117.40 Cap: $27.69B
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Q: Hi, given recent action, including a nice jump by Nebius, but keeping in mind possible cyclicity, can you please rank these five stocks as possible best buys today, indicate whether they are buy, hold or sell, and give a small blurb why they are worth buying today. 3-4 year holding. Thank you

Upvote 12

Read Answer Asked by GeeMac on March 18, 2026

Q: SAABF your thoughts on Saab

Upvote 3

Read Answer Asked by Mark on March 18, 2026

• Silvercorp Metals Inc. (SVM $13.99)
  • $13.99 P/E (TTM): 92.75X Cap: $3.26B
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• Discovery Silver Corp. (DSV $8.28)
  • $8.28 Cap: $7.25B
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Q: Of the two, DSV and SVM, which would be your choice today?

Upvote 2

Read Answer Asked by Guy R. on March 18, 2026

• Broadcom Inc. (AVGO $318.32)
  • $318.32 P/E (TTM): 68.4X Cap: $1.52T
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• NVIDIA Corporation (NVDA $182.24)
  • $182.24 P/E (TTM): 37.39X Cap: $4.42T
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Q: I currently hold NVDA and AVGO, both at about a 3% weighting. In your view, do both need to be held? Which do you believe would produce better returns over the next 3-5 years? Thank you.

Upvote 1

Read Answer Asked by Maureen on March 18, 2026

• Itafos Inc. (IFOS $4.44)
  • $4.44 P/E (TTM): 4.71X Cap: $842M
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• Nutrien Ltd. (NTR $107.34)
  • $107.34 P/E (TTM): 35.89X Cap: $52.69B
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• Gensource Potash Corporation (GSP $0.17)
  • $0.17 Cap: $72M
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• Replenish Nutrients Holdings Corp Com (ERTH $0.14)
  • $0.14 Cap: $23M
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Q: The Iran war has raised concerns about potash supply. While NTR has received positive reviews, how about companies like GSP and ERTH? They are basically penny stocks and have done well. Can that continue?
Also IFOS has done well, has a larger market cap than NTR and yet (according to RBC) has a PE of 4,7.
For an investor wanting to tap into the potash potential what would you recommend as the best course of action.

Thank you.

Upvote 3

Read Answer Asked by Donald on March 18, 2026

• Peyto Exploration & Development Corp. (PEY $28.29)
  • $28.29 P/E (TTM): 15.61X Cap: $5.80B
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• Tourmaline Oil Corp. (TOU $66.42)
  • $66.42 P/E (TTM): 92.54X Cap: $25.86B
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Q: Peyto vs tourmaline how come peyto has done so much better than tourmaline pey up 71% in the last year compared to tou up 1.61%. every body recommends tou but peyto has done so much better.

Upvote 5

Read Answer Asked by don on March 18, 2026

• IonQ Inc. (IONQ $33.34)
  • $33.34 Cap: $12.21B
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• D-Wave Quantum Inc. (QBTS $17.15)
  • $17.15 Cap: $6.40B
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• Rigetti Computing Inc. (RGTI $15.98)
  • $15.98 Cap: $5.38B
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• Quantum Computing Inc. (QUBT $7.40)
  • $7.40 Cap: $1.66B
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Q: Hi, Your thoughts for 4 stocks: RGTI Rigetti Computing,
QBTS D-Wave Quantum, QUBT Quantum Computing Inc.
IONQ IonQ,Inc.
Thanks Have a nice day. Jean Guy

Upvote 1

Read Answer Asked by Jean Guy on March 18, 2026

• Millennial Potash Corp. (MLP $2.18)
  • $2.18 Cap: $350M
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Q: Can I get your updated thoughts on this company? Would you buy this stock at the current price ($2.56)?

Do you think fertilizer companies are good buy right now given the disruption in the Middle East?

Thanks.

Upvote 2

Read Answer Asked by Marco on March 18, 2026

Q: Our Prime Minister has announced a significant investment (35B) in Arctic defence and northern Infrastructure. In your mind, what Canadian companies could benefit from such projects? Thanks
Robert

Upvote 3

Read Answer Asked by Robert on March 18, 2026

• KLA Corporation (KLAC $1,471.30)
  • $1,471.30 P/E (TTM): 41.87X Cap: $194.17B
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• Lam Research Corporation (LRCX $226.64)
  • $226.64 P/E (TTM): 45.05X Cap: $282.80B
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• Sandisk Corporation (SNDK $728.00)
  • $728.00 Cap: $106.29B
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• Micron CDR (CAD Hedged) (MU $20.59)
  • $20.59 P/E (TTM): 58.21X Cap: $711.22B
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• Applied Materials CDR (CAD Hedged) (AMAT $39.79)
  • $39.79 P/E (TTM): 39.97X Cap: $378.97B
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Q: I own MU and SNDK, totalling 4% of my holdings. Would adding KLAC, LRCX, or AMAT be too much in semis? Or would u just increase my MU or SNDK holdings?

Upvote 2

Read Answer Asked by Graeme on March 18, 2026