Investment Q&A

• NVIDIA Corporation (NVDA $187.81)
  • $187.81 P/E (TTM): 45.9X Cap: $4.56T
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $100.27)
  • $100.27 P/E (TTM): 13.41X Cap: $21.48B
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• Descartes Systems Group Inc. (The) (DSG $90.61)
  • $90.61 P/E (TTM): 38.79X Cap: $7.77B
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• kneat.com inc. (KSI $4.06)
  • $4.06 Cap: $387M
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• Topicus.com Inc. (TOI $89.00)
  • $89.00 P/E (TTM): 696.2X Cap: $7.35B
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• Cellebrite DI Ltd. (CLBT $13.89)
  • $13.89 Cap: $3.36B
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• Lumine Group Inc. (LMN $18.40)
  • $18.40 P/E (TTM): 70.17X Cap: $4.69B
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Q: I have a total of 27% in technology and wonder if best to decrease this as I do not have consumer staples or consumer cyclical stocks. I am thinking of selling of GIB.A and CLBT. Would you sell these 2 stocks to bring the weight down or best to just trim some off the stocks listed. This is for a RRSP and I am more growth oriented.

Upvote 8

Read Answer Asked on August 28, 2025

• SailPoint Inc. (SAIL)
  • Cap: $9.03B
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Q: I note that Sail is now a significant holding in BUG, which seems a vote of faith. Burning cash, but less so than in the past, I gather and earning more. I believe it has no debt currently. Could you please evaluate its prospects and whether it looks buyable here?

Upvote 1

Read Answer Asked by Valerie on August 28, 2025

• Sandstorm Gold Ltd. (SSL $16.15)
  • $16.15 P/E (TTM): 98.11X Cap: $4.73B
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• Royal Gold Inc. (RGLD $277.37)
  • $277.37 P/E (TTM): 38.33X Cap: $23.44B
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• Sandstorm Gold Ltd - Ordinary Shares (SAND)
  • P/E (TTM): 98.11X Cap: $3.56B
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Q: Thoughts on Sandstorm Gold; last earnings and forecast, and are there other junior producers you would prefer ? Thank you.

Upvote 2

Read Answer Asked by Paul on August 28, 2025

• BMO MSCI USA High Quality Index ETF (ZUQ $98.65)
  • $98.65 P/E (TTM): 25.45X Cap: $1.27B
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• Invesco NASDAQ 100 Index ETF (QQC $40.37)
  • $40.37 P/E (TTM): 29.76X Cap: $1.41B
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Q: Hello Team,
Which of these securities would you favour and why.
Thank You,
Barry

Upvote 5

Read Answer Asked by Barry on August 28, 2025

• Labrador Iron Ore Royalty Corporation (LIF $30.04)
  • $30.04 P/E (TTM): 17.7X Cap: $1.93B
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Q: Came across this news article about Rio Tinto wanting to sell its stake Iron Ore Company of Canada (IOC).

Rio is also considering an initial public offering on the Toronto Stock Exchange of IOC, on which Royal Bank of Canada has been hired to advise.

https://news.sky.com/story/rio-tinto-approaches-bidders-for-6bn-canadian-iron-ore-stake-11473410

I look forward to your comments and the potential implication of LIF.

Thank you

Upvote 4

Read Answer Asked by JACK on August 28, 2025

• Microsoft Corporation (MSFT $400.43)
  • $400.43 P/E (TTM): 24.82X Cap: $2.96T
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• Palo Alto Networks Inc. (PANW $148.34)
  • $148.34 P/E (TTM): 103.48X Cap: $113.95B
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• Okta Inc. (OKTA $80.98)
  • $80.98 P/E (TTM): 80.84X Cap: $14.69B
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Q: I don't know what to think of OKTA ? It jumped up in March to May and has been going down since. Do I keep it or invest the money elsewhere ? Thanks.

Upvote 3

Read Answer Asked by Frank on August 28, 2025

• MustGrow Biologics Corp - Ordinary Shares (MGRO)
  • P/E (TTM): -31.3X Cap: $140M
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Q: Thoughts please on this bio-tech news release.
MustGrow Announces Record Q2-2025 Results: $2.8 Million Revenue and 20.9% Gross Profit Margin for the Quarter

Upvote 1

Read Answer Asked by Tim on August 28, 2025

• Alphabet Inc. (GOOG $303.63)
  • $303.63 P/E (TTM): 28.01X Cap: $3.65T
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• Palo Alto Networks Inc. (PANW $148.34)
  • $148.34 P/E (TTM): 103.48X Cap: $113.95B
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• CrowdStrike Holdings Inc. (CRWD $420.08)
  • $420.08 Cap: $104.81B
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Q: Hi, could you please report and comment on CRWD earnings, forcasts and post market reaction ? thank you.

Upvote 4

Read Answer Asked by Luc on August 28, 2025

• Weatherford International plc (WFRD $105.52)
  • $105.52 P/E (TTM): 17.24X Cap: $7.33B
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Q: Hello 5i
Could I have your assessment of Weatherford International?
Thank you
Dave

Upvote 3

Read Answer Asked by Dave on August 28, 2025

• Royal Bank of Canada (RY $232.76)
  • $232.76 P/E (TTM): 16.02X Cap: $327.62B
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Q: How is Royal Bank of Canada result? What is your target price and buy in price? Many thanks.

Upvote 4

Read Answer Asked by kwokwai on August 28, 2025

• Allied Properties Real Estate Investment Trust (AP.UN $9.66)
  • $9.66 Cap: $1.25B
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Q: What do you think of this company for income lots of inside buying.

Upvote 1

Read Answer Asked by don on August 28, 2025

• EQB Inc. (EQB $118.50)
  • $118.50 P/E (TTM): 18.1X Cap: $4.56B
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Q: EQB's earnings were surprisingly bad. I expected maybe not great after seeing NA report, but its worse than that. Deposit growth is way below the projections they gave a few years ago, which never came to fruition. Customer growth is lagging and the loan book continues to deteriorate. They seem to be trying to smooth the impact with a big 17% div raise. But this is starting to be consecutive quarters or bad news. Thoughts?

Upvote 8

Read Answer Asked by Adam on August 28, 2025

• MEG Energy Corp. (MEG $30.89)
  • $30.89 P/E (TTM): 6.87X Cap: $7.85B
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Q: I currently hold stock in MEG, which I purchased for $30/share, so I've been in the red for a little while now.

With the recent announcement of the Cenovous takeover, would it be better for me to sell the shares now and take a loss, or take the shares offered in Cenovous?

Upvote 4

Read Answer Asked by Brenda on August 28, 2025

• Royal Bank of Canada (RY $232.76)
  • $232.76 P/E (TTM): 16.02X Cap: $327.62B
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Q: This relates to response made on Royal Bank on Aug. 8th, person had 25% on there holding, advise was to not keep a single bank stock over 8% in a portfolio. I own it as well, makes up just over 13% if my portfolio, ive owned it long enough my dividend is almost 7.5%, I know you don't give personal advise, I see no reason to sell any, but might I be better selling some and looking at another bank maybe TD, I do own BNS in another account, it's just over 8% of.that portfolio.

Upvote 4

Read Answer Asked by Don on August 28, 2025

• Topicus.com Inc. (TOI $89.00)
  • $89.00 P/E (TTM): 696.2X Cap: $7.35B
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Q: TOI can bounce around a bit but lately it's had some big bad down days. Today its off over 4%. Do you see any reason for it? Anything to be concerned about as the trajectory of the stock is negative?

Upvote 14

Read Answer Asked on August 27, 2025

Q: Do call premiums automatically diminish the closer they get to expiry date, even as low as zero premium. thanks

Upvote 2

Read Answer Asked by george on August 27, 2025

• National Bank of Canada (NA $176.42)
  • $176.42 P/E (TTM): 17.09X Cap: $68.88B
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Q: National Bank down 4% this morning. Whar do you see as a reason for this drop as per the mixed earnings report. They also are raising money by issuing more shares. Just a blip or, is there a reason to be concerned here.

Upvote 3

Read Answer Asked by Ric on August 27, 2025

• Dollarama Inc. (DOL $194.03)
  • $194.03 P/E (TTM): 41.04X Cap: $53.59B
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Q: Hi 5i, may I have your thoughts on quarter and if anything interesting comes out of CC today. I'm curious how the Mexico and Australia expansions are proceeding. Thx.

Upvote 4

Read Answer Asked by Christopher on August 27, 2025

• TELUS Corporation (T $18.45)
  • $18.45 P/E (TTM): 24.18X Cap: $29B
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• Rogers Communications Inc. Class A Shares (RCI.A $53.47)
  • $53.47 P/E (TTM): 4.25X Cap: $28.63B
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Q: At this point, after the good advance in the last few month, do you see advantageous to switch from Rogers to Telus which has been lagging so far. this is in a RIF account.

Upvote 5

Read Answer Asked by francois on August 27, 2025

• Dollarama Inc. (DOL $194.03)
  • $194.03 P/E (TTM): 41.04X Cap: $53.59B
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Q: After the earning, what is the suggested price to buy in. Seem $190 is to much for such result!

Upvote 5

Read Answer Asked by kwokwai on August 27, 2025