Investment Q&A

• Tantalus Systems Holding Inc. (GRID $4.49)
  • $4.49 Cap: $230M
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• Electrovaya Inc. (ELVA $10.01)
  • $10.01 P/E (TTM): 73.88X Cap: $480M
  • View ELVA Profile
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Q: Hi,
In an earlier question today you responded being OK selling GRID and replacing with ELVA. Would you please give a brief reason why?
Would you still be OK switching even if selling GRID would result in a capital gain? (Note: the gain would be offset by previous year losses)
Thanks

Upvote 5

Read Answer Asked by Marco on February 27, 2026

• BluMetric Environmental Inc. (BLM $1.00)
  • $1.00 Cap: $74M
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Q: Can you give me your thoughts on their latest quarter? Would you be a buyer today?

Upvote 1

Read Answer Asked by Bill on February 27, 2026

• Vertiv Holdings LLC Class A (VRT $244.44)
  • $244.44 P/E (TTM): 92.61X Cap: $98.61B
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Q: Morning 5i Team,

Please comment on the volatility of VRT yesterday (it was slightly down when the closing bell rang). Also would it be a buy, hold or sell going forward?
Thanks again for the great work.
H

Upvote 2

Read Answer Asked by Harry on February 27, 2026

• Block Inc. Class A (XYZ $62.90)
  • $62.90 P/E (TTM): 10.21X Cap: $37.68B
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Q: Greetings 5i, may we please have your updated opinion and analysis of Block, particularly in light of Q4 2025 results and the announcement on workforce reduction. If you held the stock would you add? Is it a buy? Thank you.

Upvote 2

Read Answer Asked by Barbara on February 27, 2026

• Zedcor Inc. (ZDC $5.60)
  • $5.60 P/E (TTM): 415.71X Cap: $591M
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Q: Dear 5i,
I initiated a small position in Zedcore based on your prior recommendations after the Amazon competition threat decreased ZDC’s price - thanks for the timely evaluation. After a short ‘test-drive’ I am considering adding to it. I’d appreciate your take on the bought deal closing Feb 27. Can you explain why the underwriters are paying a premium to the current share price? Also, has the company outlined how it will deploy the $30 million and what is your take on the impact of this new spend on future growth. Thanks for helping me discover these ‘small’ growth companies (Can-PNG! US-NBIS!).
Sincerely, another very happy 5i member

Upvote 11

Read Answer Asked by Warren on February 27, 2026

• AirBoss of America Corp. (BOS $6.10)
  • $6.10 Cap: $165M
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Q: Airboss is quietly climbed about 50% over the past three months. I haven't seen any news or (much) insider buying. Does the current value seem reasonable?

Upvote 2

Read Answer Asked by Peter on February 27, 2026

• Heico Corporation (HEI $326.71)
  • $326.71 P/E (TTM): 70.52X Cap: $45.93B
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Q: HEI just announced earnings and the stock dropped like a rock. I would appreciate your thoughts on the earnings and on the company as a whole. Is it worth keeping or do you have a better idea in the sector. Thanks so much.

Upvote 2

Read Answer Asked by Brian on February 27, 2026

• goeasy Ltd. (GSY $106.06)
  • $106.06 P/E (TTM): 7.89X Cap: $1.70B
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• Propel Holdings Inc. (PRL $18.88)
  • $18.88 P/E (TTM): 9.8X Cap: $743M
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Q: Hi Guys

With all the bank earnings out, and the conference calls occurring, did you get a sense on how credit worthiness is doing? How were banks provisioning for loan losses? Thinking of Propel and Goeasy and whether they will get through this cycle just fine?

Thanks Stuart

Upvote 14

Read Answer Asked by Stuart on February 27, 2026

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $54.06)
  • $54.06 P/E (TTM): 18.27X Cap: $26.27B
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• Vanguard FTSE Developed Asia Pacific All Cap Index ETF (VA $53.60)
  • $53.60 P/E (TTM): 0.13X Cap: $242M
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• Vanguard S&P 500 Index ETF (VFV $165.66)
  • $165.66 P/E (TTM): 26.01X Cap: $28.37B
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Q: Using above 2 for Canada and USA
Can you suggest ETF for Asia

Upvote 5

Read Answer Asked by Pierre on February 27, 2026

• NortonLifeLock (GEN)
  • P/E (TTM): 131.9X
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• Fortinet Inc. (FTNT $81.10)
  • $81.10 P/E (TTM): 31.11X Cap: $60B
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• CrowdStrike Holdings Inc. (CRWD $391.42)
  • $391.42 Cap: $98.67B
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Q: Can you provide your comments on the growth profiles, historical and in the next few years, for both of them?
Which one of the two would you side with today, if growth and valuation both are equally important. Suggest if you have a new name instead.

Upvote 5

Read Answer Asked by Jabs on February 27, 2026

• Zoom Communications Inc. (ZM $73.50)
  • $73.50 P/E (TTM): 11.73X Cap: $21.65B
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Q: Greetings 5i, your updated opinion and analysis on this company and its future prospects please. Thank you.

Upvote 3

Read Answer Asked by Barbara on February 27, 2026

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $21.21)
  • $21.21 P/E (TTM): 48.79X Cap: $761M
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Q: Does ZWE have a management fee .65% plus a MER .73% or just the MER ? Also is it a good fairly safe longer term buy and hold for income and diversification ?

Upvote 2

Read Answer Asked by nick on February 27, 2026

• Lumine Group Inc. (LMN $21.07)
  • $21.07 P/E (TTM): 74.82X Cap: $5.40B
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Q: Lumine has been a "disaster" for me. Worst performer in my portfolio, by far. Yet your conviction for the company remains strong. Can you please explain why you continue to feel bullish about the company & if you would hold or gradually buy more at the current price? Thank you.

Upvote 18

Read Answer Asked by Paul on February 27, 2026

• Global X 0-3 Month T-Bill ETF (CBIL $49.98)
  • $49.98 Cap: $1.83B
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• iShares 0-3 Month Treasury Bond ETF (SGOV $100.40)
  • $100.40 Cap: $74.84B
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Q: I hold this in a US account. Is there a comparable investment for my Canadian account. Thank you for your guidance.

Upvote 2

Read Answer Asked by Barry on February 27, 2026

• AST SpaceMobile Inc. (ASTS $92.68)
  • $92.68 Cap: $35.40B
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Q: Hi 5i Team,
I see a few older questions related to ASTS - but was wondering if you can provide some commentary on this company with the updates in the last year or so:
- Golden Dome funding
- US Space Development Agency Contract (30M)
- Launch cadence timings on Blue Origin
- Financing package from mid Feb
- Bluebird 6 launch Dec on ISRO

Is it a buy at current prices?

Upvote 3

Read Answer Asked by Andrew on February 27, 2026

• Thomson Reuters Corporation (TRI $144.17)
  • $144.17 P/E (TTM): 20.99X Cap: $64.13B
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• XPO Inc. (XPO $215.37)
  • $215.37 P/E (TTM): 75.92X Cap: $25.23B
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Q: So XPO has outperformed TFI over the last year, would you buy it over TFI and do you feel that both are buys today.

Upvote 4

Read Answer Asked by eugene on February 27, 2026

• KKR & Co. Inc. (KKR $90.55)
  • $90.55 P/E (TTM): 39.06X Cap: $80.72B
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• Blackstone Inc. (BX $110.92)
  • $110.92 P/E (TTM): 29.72X Cap: $82.32B
  • View BX Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $58.81)
  • $58.81 P/E (TTM): 88.54X Cap: $132.04B
  • View BN Profile
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Q: I know you still like BN even as a top pick for TFSA but since all the other private credit names are suffering this one seems to be lagging. I know you feel it is not the same, but it seems like others see it as similar to Apollo, Blackstone, or KKR and are lumping it with that group. Can you please explain how we need to view this company differently and how to remain patient?

Upvote 6

Read Answer Asked by Neil on February 27, 2026

• Toronto-Dominion Bank (The) (TD $133.60)
  • $133.60 P/E (TTM): 10.76X Cap: $223.28B
  • View TD Profile
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Q: Please rate the Canadian Banks on valuation,highest to lowest.Thanks.

Upvote 5

Read Answer Asked by Maurice on February 27, 2026

• WSP Global Inc. (WSP $235.00)
  • $235.00 P/E (TTM): 32.34X Cap: $31.68B
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• Stantec Inc. (STN $129.02)
  • $129.02 P/E (TTM): 28.41X Cap: $14.71B
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• goeasy Ltd. (GSY $106.06)
  • $106.06 P/E (TTM): 7.89X Cap: $1.70B
  • View GSY Profile
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• Propel Holdings Inc. (PRL $18.88)
  • $18.88 P/E (TTM): 9.8X Cap: $743M
  • View PRL Profile
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  • View Reports on PRL

Q: Hi Guys

I hold Stantec and WSP and looking to add to one. Looking out 5 years would you have a favorite today?

Thanks Stuart

Upvote 8

Read Answer Asked by Stuart on February 27, 2026

• TELUS Corporation (T $18.77)
  • $18.77 P/E (TTM): 25.83X Cap: $29.29B
  • View T Profile
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Q: Crystal ball here, but do you think Telus shares may rise when/if the dividend is cut? The uncertainty seems priced in. Appreciate your insights.

Upvote 2

Read Answer Asked by Curtis on February 27, 2026