Investment Q&A

• Broadcom Inc. (AVGO $328.46)
  • $328.46 P/E (TTM): 67.82X Cap: $1.52T
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• Micron Technology Inc. (MU $447.29)
  • $447.29 P/E (TTM): 40.51X Cap: $479.61B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $342.84)
  • $342.84 P/E (TTM): 48.23X Cap: $1.75T
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Q: Good AM. Would you please rank your preference (most to least) for long-term (5-10 yrs) capital appreciation of the 3 stocks indicated?

Upvote 5

Read Answer Asked by Bob on September 08, 2025

• BMO S&P 500 Index ETF (ZSP $100.38)
  • $100.38 P/E (TTM): 25.46X Cap: $20.64B
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• Global X S&P/TSX 60 Index Corporate Class ETF (HXT $85.56)
  • $85.56 Cap: $4.70B
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Q: Is a 5 year return comparison of HXT and ZSP an apples to apples comparison? Is it total return in both cases, or should HXT return be a little higher as any dividends are reinvested?

Upvote 3

Read Answer Asked by M.S. on September 08, 2025

• Circle Internet Group Inc. Class A (CRCL $124.33)
  • $124.33 Cap: $28.47B
  • View CRCL Profile
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Q: CIRCLE Group CRCL has declined significantly from its highs. Do you think it's a buying opportunity at current prices? Would you consider it a viable long-term investment? I'd appreciate your analysis. Thank you.

Upvote 1

Read Answer Asked by Esther on September 08, 2025

• K92 Mining Inc. (KNT $23.92)
  • $23.92 P/E (TTM): 16.13X Cap: $5.97B
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• Collective Mining Ltd. (CNL $22.64)
  • $22.64 Cap: $1.94B
  • View CNL Profile
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• Andean Precious Metals Corp. (APM $7.60)
  • $7.60 P/E (TTM): 11.03X Cap: $1.15B
  • View APM Profile
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Q: Hello friends,

I've recently read about these two companies in a report regarding insider activity. Both have impressive 52-week runs. My first opinion after a quick research is that APM looks pretty good, not so much CNL.

I would like a quick expert analysis on both, an opinion if their performance can continue and perhaps better alternatives, if your analysis does not result in a buy recommendation.

Many thanks!

Upvote 4

Read Answer Asked by Iulian on September 05, 2025

• Mattr Corp. (MATR $9.09)
  • $9.09 P/E (TTM): 15.28X Cap: $543M
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Q: Has your opinion changed on this stock based on insider buying? Would you consider it a value trap?

Upvote 2

Read Answer Asked by James on September 05, 2025

• Pembina Pipeline Corporation (PPL $60.49)
  • $60.49 P/E (TTM): 22.04X Cap: $35.61B
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• Tourmaline Oil Corp. (TOU $66.07)
  • $66.07 P/E (TTM): 93.18X Cap: $25.97B
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Q: Of these two which has a safer dividend and better growth going forward for a retired senior? THANK YOU

Upvote 11

Read Answer Asked by nick on September 05, 2025

• Celestica Inc. (CLS $376.12)
  • $376.12 P/E (TTM): 37.14X Cap: $41.64B
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Q: Whats popping CLS today?

Thx

Upvote 22

Read Answer Asked by blake on September 05, 2025

• Kraken Robotics Inc. (PNG $9.24)
  • $9.24 P/E (TTM): 158.0X Cap: $2.90B
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• Vitalhub Corp. (VHI $7.76)
  • $7.76 P/E (TTM): 151.96X Cap: $489M
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• WELL Health Technologies Corp. (WELL $4.09)
  • $4.09 Cap: $1.03B
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Q: Hello 5i,

I am looking to start a small position in one of the above. Please rank them from your most to least favorite with a brief explanation.

Thanks

Upvote 20

Read Answer Asked by Nicola on September 05, 2025

• Solaris Resources Inc. (SLS $12.06)
  • $12.06 Cap: $1.95B
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Q: An update on the prospect for Solaris would be appreciated.

Upvote 2

Read Answer Asked by Maurice on September 05, 2025

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $23.56)
  • $23.56 P/E (TTM): 11.38X Cap: $1.93B
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Q: Any good news on this stock - I think it reported. I have been under water for some time. Is it worth holding? TCL

Upvote 2

Read Answer Asked by Margot on September 05, 2025

• Axon Enterprise Inc. (AXON $491.15)
  • $491.15 P/E (TTM): 328.6X Cap: $39.89B
  • View AXON Profile
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Q: Lots of praise for AXON in the Q&A section lately, although the stock has actually dropped about $150 since the initial pop from earnings. Does the recent fall represent a good opportunity to step in?

Upvote 7

Read Answer Asked by Mike on September 05, 2025

• Celestica Inc. (CLS $376.12)
  • $376.12 P/E (TTM): 37.14X Cap: $41.64B
  • View CLS Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.60)
  • $172.60 P/E (TTM): 133.46X Cap: $220.17B
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Q: CLS or SHOP for growth in Canada? Is there another you prefer? Sector irrelevant.

Upvote 14

Read Answer Asked by Judith on September 05, 2025

• goeasy Ltd. (GSY $34.50)
  • $34.50 P/E (TTM): 2.6X Cap: $573M
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• EQB Inc. (EQB $106.39)
  • $106.39 P/E (TTM): 17.71X Cap: $3.87B
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• VersaBank (VBNK $19.42)
  • $19.42 P/E (TTM): 21.12X Cap: $609M
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• Propel Holdings Inc. (PRL $18.24)
  • $18.24 P/E (TTM): 9.11X Cap: $692M
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Q: hi folks, thoughts on Q results for Versabank, Vbnk/t & q....stock took big hit on last Q results but recent news/developments seem encouraging??....Chris mentioned stock/liked previously in a podcast....have held for awhile....things look better going forward, or time to cut loose & move on....thx as always, jb

Upvote 7

Read Answer Asked by John on September 05, 2025

• Churchill Downs Incorporated (CHDN $87.36)
  • $87.36 P/E (TTM): 16.33X Cap: $6.01B
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• MGM Resorts International (MGM $36.71)
  • $36.71 P/E (TTM): 48.26X Cap: $9.38B
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Q: Has the decline on USA travel from Canada and other countries, effected the revenue or profit stream of the big Las Vegas companies?..which if any would you prefer?

Upvote 2

Read Answer Asked by adam on September 05, 2025

• Celestica Inc. (CLS $376.12)
  • $376.12 P/E (TTM): 37.14X Cap: $41.64B
  • View CLS Profile
  • View Questions on CLS

Q: CL has bounced quite nicely in the last few weeks. Still ok at this price? Where do you see this going, realizing its only an educated guess?

Thanks, Mike

Upvote 16

Read Answer Asked by Mike on September 05, 2025

• United Parcel Service Inc. (UPS $97.92)
  • $97.92 P/E (TTM): 14.82X Cap: $82.54B
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Q: I love value, but if UPS were to be a value trap, how would stock price typically play out over time ?

Is UPS's dividend at risk?

How does UPS compare to others in the sector?

Is there a bull case for this stock, or do the risks weigh it down?

Upvote 3

Read Answer Asked by James on September 05, 2025

• CoreWeave Inc. (CRWV $83.53)
  • $83.53 Cap: $42.63B
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Q: CoreWeave has dropped to $88. At what price do you think it starts to look compelling? Would love to hear your thoughts—thanks!

Upvote 2

Read Answer Asked by Esther on September 05, 2025

• Figma Inc. Class A (FIG $26.84)
  • $26.84 Cap: $13.58B
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Q: Considering Figma's current price of $55, I'd like to know if it's still pricey and if the stock has quality attributes. What's a reasonable price range for a buy?

Upvote 3

Read Answer Asked by Esther on September 05, 2025

• Illumina Inc. (ILMN $118.19)
  • $118.19 P/E (TTM): 21.74X Cap: $18.18B
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• Pfizer Inc. (PFE $26.57)
  • $26.57 P/E (TTM): 19.54X Cap: $151.19B
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• BCE Inc. (BCE $34.97)
  • $34.97 P/E (TTM): 5.27X Cap: $32.72B
  • View BCE Profile
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.17)
  • $5.17 P/E (TTM): 17.17X Cap: $549M
  • View FSZ Profile
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  • View Reports on FSZ

Q: Greetings 5i team, I need to harvest some tax losses and these 4 stocks are my candidates, my question is regarding buy back strategy. (1) I intend to buy back PFE but in my RIF vs CASH account; (2) I intend to buy back both ILMN and BCE; (3) not planning to buy back FSZ; (4) not planning to use proxies for any. Does this make sense or would you do it differently? Thank you.

Upvote 4

Read Answer Asked by Barbara on September 05, 2025

• Amazon.com Inc. (AMZN $209.41)
  • $209.41 P/E (TTM): 28.96X Cap: $2.22T
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• Alphabet Inc. (GOOG $302.98)
  • $302.98 P/E (TTM): 27.89X Cap: $3.65T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $397.93)
  • $397.93 P/E (TTM): 24.74X Cap: $2.93T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $184.85)
  • $184.85 P/E (TTM): 36.79X Cap: $4.38T
  • View NVDA Profile
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• Constellation Software Inc. (CSU $2,550.25)
  • $2,550.25 P/E (TTM): 76.65X Cap: $53.48B
  • View CSU Profile
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  • View Reports on CSU

Q: Hello Folks:
We currently own Microsoft, Navidia and Amazon in the tech. sector. You have confidence in both Google and Navidia.
Would you think it prudent to switch Amazon for Google AND/ OR CSU.
What are your thoughts of holding Google, Navidia and CSU as my three primary tech. investments, or do you have other suggestions.
Thank you for your clear analysis of the markets.
brian

Upvote 7

Read Answer Asked by Brian on September 05, 2025