Investment Q&A

Q: Would you hold MAG until the deal closes or sell MAG now and buy PAAS with profits on the pull-back?

Thanks for your help,

Mike

Upvote 2

Read Answer Asked by Michael on May 12, 2025

• Lincoln National Corporation (LNC $40.69)
  • $40.69 P/E (TTM): 6.97X Cap: $7.58B
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• Corebridge Financial Inc. (CRBG $31.75)
  • $31.75 Cap: $17.11B
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Q: Pls. compare and rate Corebridge Financial and Lincoln National as current buys.
Thanks, Hugh

Upvote 1

Read Answer Asked by Hugh on May 12, 2025

• Barrick Mining Corporation (ABX $46.27)
  • $46.27 P/E (TTM): 19.92X Cap: $76.25B
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Q: Good morning,

Please comment on Q1 earnings for ABX.

Thanks,
George

Upvote 3

Read Answer Asked by George on May 12, 2025

• Endeavour Silver Corp. (EDR $11.68)
  • $11.68 Cap: $3.27B
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Q: Hey team just looking for some insight into Endeavor Silver. I have held it for a while and it seems like dead money in a market that is showing some life. Sell or hold? If sell ,a better selection in the silver sector? Another question and that is your thoughts on SLVO, Thanks for your input as always!

Upvote 1

Read Answer Asked by Robert on May 12, 2025

Q: Diversified with my current portfolio, just looking at what small/mid cap to invest $12k into and leave for 15 years. Burned on Quisitive(risk/reward understood) looking for something that could compound significantly. Are you able to suggest a few options.

Upvote 10

Read Answer Asked by Chris on May 12, 2025

• Vanguard FTSE Europe ETF (VGK $80.66)
  • $80.66 P/E (TTM): 10.54X Cap: $26.02B
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• SPDR EURO Stoxx 50 ETF (FEZ $62.83)
  • $62.83 P/E (TTM): 47.75X Cap: $4.77B
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Q: Can you give some suggestions for Euro exposed ETF's that would hold all or near all their largest best companies. The ETF would preferably have a low MER and could be held in registered account for long term hold.

As always thanks for the great service

Upvote 1

Read Answer Asked by Kolbi on May 12, 2025

Q: How is it possible to know insiders buying and selling? Is there any information we can get from 5i?Thanks

Upvote 7

Read Answer Asked by Nizar on May 12, 2025

• Pan American Silver Corp. (PAAS $49.75)
  • $49.75 P/E (TTM): 24.16X Cap: $17.70B
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Q: Would PAAS be a good buy now after the sell-off on MAG announcement? I have no silver exposure and looking long-term.

Upvote 1

Read Answer Asked by Craig on May 12, 2025

• Descartes Systems Group Inc. (The) (DSG $125.13)
  • $125.13 P/E (TTM): 56.84X Cap: $10.75B
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• Kinaxis Inc. (KXS $168.66)
  • $168.66 P/E (TTM): 147.97X Cap: $4.80B
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Q: Which has greater potential for SPA over 3-5 years, and why?

Thx

Upvote 6

Read Answer Asked by Tony on May 12, 2025

• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 28.62X Cap: $3.32T
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• Intuitive Surgical Inc. (ISRG $530.02)
  • $530.02 P/E (TTM): 75.96X Cap: $192.71B
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• Booking Holdings Inc. (BKNG $5,080.21)
  • $5,080.21 P/E (TTM): 35.7X Cap: $163.61B
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• Axon Enterprise Inc. (AXON $738.88)
  • $738.88 P/E (TTM): 186.7X Cap: $59.61B
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• Genius Sports Limited (GENI $11.20)
  • $11.20 Cap: $2.81B
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• Cellebrite DI Ltd. (CLBT $17.17)
  • $17.17 Cap: $4.16B
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• Sportradar Group AG (SRAD $25.49)
  • $25.49 Cap: $7.82B
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• Nebius Group N.V. (NBIS $124.18)
  • $124.18 Cap: $29.56B
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Q: Hi,

One month ago, April 4th, in an answer to a question, you listed your favorite stocks, both Canadian and U.S.

Which would they be today, for a growth investor, with a general indication of the reasons and risks of your list ?

Thankfully,

Jacques IDS

Upvote 38

Read Answer Asked by Jacques on May 12, 2025

• Air Canada Voting and Variable Voting Shares (AC $18.24)
  • $18.24 P/E (TTM): 4.92X Cap: $5.36B
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Q: Hi
As a continuation to my previous question on air canada substantial issuer bid... I realize this is just a guess but at what price range would 5i consider a "reasonable" expectation, given current share price jump and the idea that AC probably looks at their share price as under valued?
thx

Upvote 3

Read Answer Asked by jim on May 12, 2025

• Murphy USA Inc. (MUSA $363.46)
  • $363.46 P/E (TTM): 16.44X Cap: $7.60B
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• TransMedics Group Inc. (TMDX $135.79)
  • $135.79 P/E (TTM): 66.79X Cap: $4.57B
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Q: could you please comment on their quarterly results, thank you.

Upvote 1

Read Answer Asked by Cheryl on May 12, 2025

• Apple Inc. (AAPL $271.40)
  • $271.40 P/E (TTM): 40.82X Cap: $4T
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• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 28.62X Cap: $3.32T
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• Alphabet Inc. (GOOGL $281.48)
  • $281.48 P/E (TTM): 28.51X Cap: $3.40T
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Q: Hello 5i,

GOOGL is often first on the list to buy long-term. With AI spreading out the base for every day questions that GOOGL once dominated, USA gov't witch hunt, and changes at Apple, does this change your view on retaining a full position of GOOGL?

Thank you
D&J

Upvote 8

Read Answer Asked by Jerry on May 12, 2025

• Deere & Company (DE $465.41)
  • $465.41 P/E (TTM): 24.45X Cap: $127.99B
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Q: May I have your opinion of DE ( Decisive Dividend Corp) as a long term dividend investment please? thanks

Upvote 1

Read Answer Asked by Richard on May 12, 2025

• Cerro De Pasco Resources (CDPR $0.26)
  • $0.26 Cap: $127M
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Q: Eric Sprott owns 16% of this company and it has more than doubled over the last year. Does it have the future prospects making it worthy of purchase?

Upvote 1

Read Answer Asked by David on May 12, 2025

• Magellan Aerospace Corporation (MAL $17.10)
  • $17.10 P/E (TTM): 27.06X Cap: $1B
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Q: Hi,
could I get your comments on the latest quarterly results please?
The street appears to have liked these, as well as the dividend increase announced earlier this week.
Thanks,
Daniel

Upvote 2

Read Answer Asked by Daniel on May 12, 2025

• Harvest Healthcare Leaders Income ETF (HHL $7.47)
  • $7.47 P/E (TTM): 23.19X Cap: $1.56B
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• Evolve Global Healthcare Enhanced Yield Fund (LIFE $18.89)
  • $18.89 P/E (TTM): 27.54X Cap: $227M
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Q: I am 77 years old, Dividend, Interest and Distribution investor. I do not worry about market corrections. I would like to know if you would hold LIFE.CA and HHL.CA as your only Healthcare holdings, at 5% of the portfolio?

Thank you. William

Upvote 3

Read Answer Asked by William on May 12, 2025

• goeasy Ltd. (GSY $167.10)
  • $167.10 P/E (TTM): 10.31X Cap: $2.71B
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• Propel Holdings Inc. (PRL $24.89)
  • $24.89 P/E (TTM): 12.37X Cap: $965M
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Q: G ood Morning

If you were to gaze into your crystal ball could you see GSY and PRL joining forces to have one strong company?

Thks Marcel

Upvote 9

Read Answer Asked by Marcel on May 12, 2025

• Vitalhub Corp. (VHI $10.90)
  • $10.90 P/E (TTM): 136.0X Cap: $611M
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Q: Could you comment on VHI's Q1 earnings? At first glance, they seemed to be pretty solid, however, after initially rising, the SP fell nearly 7% on Friday. Seems like an overreaction (which is common in these markets) but as always, would appreciate your analysis.

Upvote 6

Read Answer Asked by karl on May 12, 2025

• Novo Nordisk A/S (NVO $50.04)
  • $50.04 P/E (TTM): 14.78X Cap: $363.68B
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• ON Semiconductor Corporation (ON $50.85)
  • $50.85 P/E (TTM): 48.41X Cap: $21.02B
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• Marvell Technology Inc. (MRVL $88.57)
  • $88.57 Cap: $77.71B
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• Ceragon Networks Ltd. (CRNT $2.79)
  • $2.79 Cap: $227M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
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• Docebo Inc. (DCBO $34.86)
  • $34.86 P/E (TTM): 39.45X Cap: $1B
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• Kolibri Global Energy Inc. (KEI $6.07)
  • $6.07 P/E (TTM): 7.93X Cap: $214M
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• Upstart Holdings Inc. (UPST $44.96)
  • $44.96 Cap: $4.32B
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• Affirm Holdings Inc. (AFRM $68.90)
  • $68.90 P/E (TTM): 632.67X Cap: $22.43B
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• illumin Holdings Inc. (ILLM $1.18)
  • $1.18 Cap: $61M
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• RxSight Inc. (RXST $8.59)
  • $8.59 Cap: $344M
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Q: Hi 5i,

I have some stocks down over 10%, mostly in USD. Do you see any red flags in the following stocks? Its small amounts and timeframe is not a problem.

DCBO
ILLM
KEI
LSPD

AFRM
CRNT
MRVL
NVO
ON
RXST
UPST

Thank you

Upvote 2

Read Answer Asked by Francois on May 12, 2025