Investment Q&A

• Royal Bank of Canada (RY $226.77)
  • $226.77 P/E (TTM): 15.48X Cap: $316.70B
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• Toronto-Dominion Bank (The) (TD $133.60)
  • $133.60 P/E (TTM): 10.76X Cap: $223.28B
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• Bank of Nova Scotia (The) (BNS $100.45)
  • $100.45 P/E (TTM): 25.4X Cap: $123.83B
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• Bank of Montreal (BMO $196.65)
  • $196.65 P/E (TTM): 15.66X Cap: $138.87B
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• Canadian Imperial Bank Of Commerce (CM $137.30)
  • $137.30 P/E (TTM): 16.16X Cap: $126.95B
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• National Bank of Canada (NA $190.98)
  • $190.98 P/E (TTM): 18.33X Cap: $73.95B
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• Hamilton Enhanced Canadian Bank ETF (HCAL $38.48)
  • $38.48 P/E (TTM): 15.2X Cap: $829M
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Q: Hi, I am wondering about the Cdn bank ETF offering a bit of leverage through loans called HCAL. It sounds like a reasonable way to execute a bit of leverage, but I have to wonder if it is better than owning some of, or all six of the Cdn banks. Would you recommend the ETF, or just owning some combination of the banks directly. If owning the banks directly could you offer an opinion on which ones you prefer and how many? Would you overweight one over others, or stick with an equal weight ownership? As always, your insight is very much appreciated - thanks!
D

Upvote 5

Read Answer Asked by Dawn on March 02, 2026

• VIQ Solutions Inc. (VQS $0.14)
  • $0.14 Cap: $9M
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Q: like your thoughts on vqs recent data issue press release

Upvote 1

Read Answer Asked by Howard on March 02, 2026

• Stillwater Critical Minerals Corp. (PGE $0.47)
  • $0.47 Cap: $142M
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Q: please comment on critical minerals update today
thank you

Upvote 1

Read Answer Asked by Howard on March 02, 2026

• Loblaw Companies Limited (L $63.24)
  • $63.24 P/E (TTM): 12.17X Cap: $74.31B
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• TMX Group Limited (X $48.00)
  • $48.00 P/E (TTM): 31.59X Cap: $13.35B
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Q: I'm looking to close out some minor gaps in my portfolio & I would really appreciate your view on TMX & Loblaws (obviously 2 very different companies). Are you currently liking them? Would you buy today? Are there other alternatives in their sector or industry that you would prefer instead? As always, thank you for your great advice.

Upvote 5

Read Answer Asked by Paul on March 02, 2026

• Royal Bank of Canada (RY $226.77)
  • $226.77 P/E (TTM): 15.48X Cap: $316.70B
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Q: Hi 5i,

Why Royal bank still drop even the report is positive? Any reason behind that I missed out? Please comment profit result and should be keep or sell for profit?

Many thanks for the advise?

Upvote 3

Read Answer Asked by kwokwai on March 01, 2026

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $63.64)
  • $63.64 P/E (TTM): 30.05X Cap: $104.25B
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Q: BAM seems to be on a downward slide. Would you sell or hold the stock?

Upvote 7

Read Answer Asked by Brian on February 28, 2026

• Nebius Group N.V. (NBIS $86.80)
  • $86.80 Cap: $20.66B
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Q: NBIS has dropped quite a bit today. I would like your interpretation of the drop and would like to know whether you would suggest adding to it at this time?

Upvote 8

Read Answer Asked by Zara on February 27, 2026

• Hemisphere Energy Corporation (HME $2.42)
  • $2.42 P/E (TTM): 7.93X Cap: $228M
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• TELUS Corporation (T $18.77)
  • $18.77 P/E (TTM): 25.53X Cap: $29.29B
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• Constellation Software Inc. (CSU $2,693.13)
  • $2,693.13 P/E (TTM): 60.17X Cap: $57.07B
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• CAE Inc. (CAE $40.34)
  • $40.34 P/E (TTM): 34.97X Cap: $12.98B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.58)
  • $37.58 P/E (TTM): 29.86X Cap: $5.78B
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• TFI International Inc. (TFII $162.02)
  • $162.02 P/E (TTM): 42.01X Cap: $13.31B
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• goeasy Ltd. (GSY $106.06)
  • $106.06 P/E (TTM): 7.73X Cap: $1.70B
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• Total Energy Services Inc. (TOT $18.56)
  • $18.56 P/E (TTM): 11.65X Cap: $690M
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• Propel Holdings Inc. (PRL $18.88)
  • $18.88 P/E (TTM): 9.83X Cap: $743M
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Q: Hi 5I. I would like to consolidate this mixed bag into one or two holdings. Would you please rank them in order of "sell" to "keep".

Carl

Upvote 13

Read Answer Asked by Carl on February 27, 2026

• CECO Environmental Corp. (CECO $54.17)
  • $54.17 P/E (TTM): 40.71X Cap: $1.93B
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Q: I know it’s been a very volatile stock lately, but would you initiate a position at these level levels?

Upvote 6

Read Answer Asked by Gary on February 27, 2026

• Flutter Entertainment Plc (FLUT $111.40)
  • $111.40 Cap: $18.99B
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Q: Market reaction is harsh. What do you see going forward?
Hold or sell?

Upvote 1

Read Answer Asked by Harry on February 27, 2026

• Pembina Pipeline Corporation (PPL $60.77)
  • $60.77 P/E (TTM): 21.55X Cap: $35.32B
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Q: Thoughts on their latest quarter.

Upvote 8

Read Answer Asked by don on February 27, 2026

• Metallic Minerals Corp. (MMG $0.44)
  • $0.44 Cap: $85M
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Q: please comment on La Plata Cu press update
thank you

Upvote 1

Read Answer Asked by Howard on February 27, 2026

• Alphabet Inc. (GOOG $303.56)
  • $303.56 P/E (TTM): 28.34X Cap: $3.70T
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• Celestica Inc. (CLS $351.23)
  • $351.23 P/E (TTM): 44.59X Cap: $40.38B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $166.67)
  • $166.67 P/E (TTM): 129.35X Cap: $217.35B
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• Kraken Robotics Inc. (PNG $9.36)
  • $9.36 P/E (TTM): 154.17X Cap: $2.86B
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• Teradyne Inc. (TER $304.22)
  • $304.22 P/E (TTM): 93.9X Cap: $47.62B
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Q: What are your top 5 growth stocks? Can you provide a couple of compelling reasons why each makes the grade and also rank them from highest to lowest conviction. Finally can you indicate where you feel the stock price will be 12 months from now.

Upvote 30

Read Answer Asked on February 27, 2026

• Intact Financial Corporation (IFC $260.10)
  • $260.10 P/E (TTM): 14.14X Cap: $46.18B
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• Magna International Inc. (MG $84.47)
  • $84.47 P/E (TTM): 17.4X Cap: $23.80B
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• Trisura Group Ltd. (TSU $46.35)
  • $46.35 P/E (TTM): 15.67X Cap: $2.20B
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• Nutrien Ltd. (NTR $101.68)
  • $101.68 P/E (TTM): 62.01X Cap: $49.14B
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• Propel Holdings Inc. (PRL $18.88)
  • $18.88 P/E (TTM): 9.83X Cap: $743M
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Q: with more recent AI scare can you give 5 contrarian ideas in canada and US that look interesting in terms of valuations that you might not be impacted as severely as the market is pricing in.

Upvote 10

Read Answer Asked by Kenny on February 27, 2026

• Donaldson Company Inc. (DCI $92.99)
  • $92.99 P/E (TTM): 30.1X Cap: $12.04B
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Q: Your updated comments on DCI please. Buy, sell or hold? Thanks

Upvote 1

Read Answer Asked by Charles on February 27, 2026

• 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): 78.08X Cap: $480M
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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): 75.59X Cap: $93.52B
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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): 30.69X 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