Investment Q&A

• WSP Global Inc. (WSP $228.93)
  • $228.93 P/E (TTM): 30.73X Cap: $30.86B
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Q: Long term owner of WSP, with a full position. Started buying WSP in 2014 @ $37. Long term believer that WSP will rebound from it's current price of around $220 and resume it's "up and to the right" trajectory.

Going to trim some (again) from my Cash account for a capital gain. At the same time, I plan to buy some in my TFSA. My understanding is there are no CRA issues with this plan, as it is a capital gain and NOT a capital loss situation.

Please confirm....thanks....Steve

Upvote 3

Read Answer Asked by Stephen on April 12, 2026

• Kraken Robotics Inc. (PNG $8.80)
  • $8.80 P/E (TTM): 146.67X Cap: $2.69B
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Q: Does PNG report this week on April 16? What's generally expected and what does 5i expect? What are the results, both hard and soft, that could move the stock higher or lower? What's is the one result that could hurt the stock and the one result that could move it much higher?

Upvote 9

Read Answer Asked on April 12, 2026

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $179.49)
  • $179.49 P/E (TTM): 139.45X Cap: $234.07B
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Q: Any reason why SHOP has been so weak the past few days and particularly today? I don't see any news and am trying to figure out what's happening. I realize it's a volatile stock. Is this to be taken as routine movement for this type of stock?

Upvote 5

Read Answer Asked on April 12, 2026

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $179.49)
  • $179.49 P/E (TTM): 139.45X Cap: $234.07B
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Q: I know that you really like Shop but it has been extremely weak Today it is down close to 6% On a technical basis it is approaching a support level of around 151 give or take. Break that and we are on our way to 100. My gut says that the market does not like this stock. Perhaps we should pay heed to what the market is telling us and limit our losses while we can. Your analysis please.

Upvote 4

Read Answer Asked by John on April 12, 2026

• AT&T Inc. (T $26.51)
  • $26.51 P/E (TTM): 8.72X Cap: $185.13B
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• Verizon CDR (CAD Hedged) (VZ $19.70)
  • $19.70 P/E (TTM): 11.47X Cap: $264.67B
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Q: What's the feeling on these 2 American telcos as compared to our Telus or BCE?

Thnx 5i

Upvote 2

Read Answer Asked by David on April 12, 2026

• Vertiv Holdings LLC Class A (VRT $307.34)
  • $307.34 P/E (TTM): 90.13X Cap: $117.58B
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• GE Vernova CDR (CAD Hedged) (GEV $68.09)
  • $68.09 P/E (TTM): 56.68X Cap: $371.36B
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Q: Thoughts on GE Vernova at this price point?


Thnx

Upvote 4

Read Answer Asked by David on April 12, 2026

• Stack Capital Group Inc. (STCK $26.47)
  • $26.47 P/E (TTM): 8.4X Cap: $348M
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Q: With the soon ipo of space x and the last nav of stck at 15.35 as of dec 31, which I guess is mark to market do you feel there is much upside , as the share price is now around 25. Personally I think the space x ipo to be way over subscribed and a cult like following for some time .

Upvote 2

Read Answer Asked by Leon on April 12, 2026

• Microsoft Corporation (MSFT $422.79)
  • $422.79 P/E (TTM): 26.44X Cap: $3.13T
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• Constellation Software Inc. (CSU $2,626.45)
  • $2,626.45 P/E (TTM): 78.39X Cap: $55.65B
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.84)
  • $63.84 P/E (TTM): 85.42X Cap: $142.81B
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Q: Can you give me 3 stocks (Canadian or US) that have been beaten up since the start of the year that you have the highest conviction on for a turnaround for the rest of the year?

Upvote 8

Read Answer Asked by Eric on April 12, 2026

• Viking Holdings Ltd (VIK $85.80)
  • $85.80 Cap: $35.80B
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Q: Please provide your opinion on this for a long term hold. Many Thanks!

Upvote 1

Read Answer Asked by Austin on April 12, 2026

• Constellium SE (France) (CSTM $29.58)
  • $29.58 P/E (TTM): 13.07X Cap: $4.02B
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Q: Can you comment on the prospects for this name?

Upvote 1

Read Answer Asked by Kim on April 12, 2026

• A10 Networks Inc. (ATEN $27.55)
  • $27.55 P/E (TTM): 48.33X Cap: $1.79B
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Q: ATEN has been reaching highs this past week. Could you review it and give a summary of what I does and why it is reaching highs. Is it worth investing in or do you prefer others in the space?

Upvote 1

Read Answer Asked by Paul on April 12, 2026

• Intuit Inc. (INTU $393.25)
  • $393.25 P/E (TTM): 25.59X Cap: $108.75B
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• Microsoft Corporation (MSFT $422.79)
  • $422.79 P/E (TTM): 26.44X Cap: $3.13T
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• Salesforce Inc. (CRM $182.14)
  • $182.14 P/E (TTM): 23.35X Cap: $168.11B
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• Oracle Corporation (ORCL $175.06)
  • $175.06 P/E (TTM): 32.91X Cap: $503.48B
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• Fortinet Inc. (FTNT $81.84)
  • $81.84 P/E (TTM): 33.68X Cap: $60.55B
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• ServiceNow Inc. (NOW $96.66)
  • $96.66 P/E (TTM): 57.81X Cap: $100.15B
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• Palo Alto Networks Inc. (PANW $167.85)
  • $167.85 P/E (TTM): 92.73X Cap: $136.96B
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• Cadence Design Systems Inc. (CDNS $311.03)
  • $311.03 P/E (TTM): 76.61X Cap: $85.87B
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• Zscaler Inc. (ZS $134.68)
  • $134.68 Cap: $21.65B
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• Synopsys Inc. (SNPS $449.58)
  • $449.58 P/E (TTM): 69.27X Cap: $86.12B
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Q: Hello Team 5i & Everyone,

Would you mind providing a list of 10 American software stocks that are beat down because of AI fears that you think have good potential for a real recovery at some point in the future?

IGV seems to be holding up okay for now with the S&P500 in a downtrend, I assume because it's possibly "oversold".

Thank you!

Sandra

Upvote 15

Read Answer Asked by Sandra on April 11, 2026

• Prime Restaurants Inc. (EAT $7.57)
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Q: Can you provide an update for this company please? EPS increased 159% in 2025 on sales growth of 23% and for the 1st 6months of 2026 EPS up 32% and sales up 12%. These numbers suggest a turn around with large margin expansion and good momentum starting to slow. With a PE of 14 it seems the price has not increased in tandum with results. Please comment on this, future EPS and revenue growth, and the risk associated with the debt/equity of 93%. Thank you. John

Upvote 1

Read Answer Asked by John on April 11, 2026

• West Fraser Timber Co. Ltd. (WFG $91.47)
  • $91.47 Cap: $7.16B
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Q: Can you tell me what cdn forest companies have the largest foot print in the U.S. Also are there ant forest companies that you like?

Thanks
Auftar

Upvote 2

Read Answer Asked by auftar on April 11, 2026

• Manulife Financial Corporation (MFC $53.20)
  • $53.20 P/E (TTM): 17.5X Cap: $89.20B
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• Great-West Lifeco Inc. (GWO $70.53)
  • $70.53 P/E (TTM): 16.33X Cap: $63.92B
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• Sun Life Financial Inc. (SLF $70.28)
  • $70.28 P/E (TTM): 15.66X Cap: $38.72B
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Q: From the answers I have gleaned over those 3 insurers you seem to be favoring SLF over the other two, from a volatility & performance perspective (over 1 and 5 years) it would appear that SLF is worse. Can you give your reasons why as you obviously see SLF of better quality fundamentally going forward.

Upvote 5

Read Answer Asked by simon on April 10, 2026

• Bird Construction Inc. (BDT $44.00)
  • $44.00 P/E (TTM): 39.64X Cap: $2.43B
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Q: Bird construction reaching ATH's this week, too late to join the party ? Where is the momentum for this run coming from?

Upvote 3

Read Answer Asked by Dave on April 10, 2026

• Zedcor Inc. (ZDC $5.75)
  • $5.75 P/E (TTM): 410.71X Cap: $606M
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Q: Hi 5i
How were ZDC's recent earnings and guidance?
Currently hold small position looking to increase to 2 %....Would you be buyers or holders at current price given a 2 year horizon.
thx

Upvote 8

Read Answer Asked by jim on April 10, 2026

• Tidewater Renewables Ltd. (LCFS $8.59)
  • $8.59 Cap: $304M
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Q: A few days ago, I sent an enquiring re LCFS. I haven’t had a response, so am sending again.
Please give your thoughts on this as well as providing other renewables you might prefer.

Also, I am interested in your thoughts on Telesat. Would you kindly express your thought on this too.

Thanks

Upvote 2

Read Answer Asked by Catherine on April 10, 2026

• Amazon.com Inc. (AMZN $250.56)
  • $250.56 P/E (TTM): 34.95X Cap: $2.69T
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• Costco Wholesale Corporation (COST $999.89)
  • $999.89 P/E (TTM): 69.49X Cap: $443.60B
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• Celestica Inc. (CLS $542.89)
  • $542.89 P/E (TTM): 54.71X Cap: $62.41B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $179.49)
  • $179.49 P/E (TTM): 139.45X Cap: $234.07B
  • View SHOP Profile
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $65.19)
  • $65.19 P/E (TTM): 32.77X Cap: $4.78B
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• Vanguard S&P 500 Index ETF (VFV $172.99)
  • $172.99 P/E (TTM): 26.01X Cap: $30.01B
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.84)
  • $63.84 P/E (TTM): 85.42X Cap: $142.81B
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Q: Which of the following would be good to build on for long term investments for a 30 year old? This is for a TFSA. Looking for medium to high risk.

Upvote 20

Read Answer Asked by Nancy on April 10, 2026

• Celestica Inc. (CLS $542.89)
  • $542.89 P/E (TTM): 54.71X Cap: $62.41B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $179.49)
  • $179.49 P/E (TTM): 139.45X Cap: $234.07B
  • View SHOP Profile
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Q: Which would you keep in order to potentially provide a boost to a conservative blue chip RIF? Both are small holdings, 1.5% each. Also have AAPL, MSFT, TER and NVDA for the same reason.

Upvote 8

Read Answer Asked by Gary on April 10, 2026