Investment Q&A

• Zoomd Technologies Ltd. (ZOMD $1.24)
  • $1.24 P/E (TTM): 5.34X Cap: $121M
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Q: Hi there

If I was going to initiate a position in ZOMD would you recommend doing it before or after earnings reporting on Friday? Would you buy in tranches like 1/3s?


Thanks!

Upvote 6

Read Answer Asked by Robert on November 26, 2025

• BTQ TECHNOLOGIES CORP. (BTQ)
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Q: What in depth analysis can you give me on this company and it’s industry, pros and cons and insider buying. is it a but, sell or hold? Thank you

Upvote 1

Read Answer Asked by James on November 26, 2025

• Royal Bank of Canada (RY $227.29)
  • $227.29 P/E (TTM): 17.41X Cap: $320.33B
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• Toronto-Dominion Bank (The) (TD $125.03)
  • $125.03 P/E (TTM): 10.7X Cap: $215.29B
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• Bank of Nova Scotia (The) (BNS $98.48)
  • $98.48 P/E (TTM): 24.71X Cap: $124.43B
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• Sun Life Financial Inc. (SLF $84.36)
  • $84.36 P/E (TTM): 20.94X Cap: $46.95B
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• TELUS Corporation (T $17.48)
  • $17.48 Cap: $27.10B
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• Constellation Software Inc. (CSU $3,359.01)
  • $3,359.01 P/E (TTM): 77.12X Cap: $69.08B
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• Dollarama Inc. (DOL $199.31)
  • $199.31 P/E (TTM): 44.21X Cap: $55.09B
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• Intact Financial Corporation (IFC $280.88)
  • $280.88 P/E (TTM): 23.43X Cap: $49.86B
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• Fortis Inc. (FTS $70.99)
  • $70.99 P/E (TTM): 20.36X Cap: $35.65B
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• Descartes Systems Group Inc. (The) (DSG $123.18)
  • $123.18 P/E (TTM): 52.88X Cap: $10.71B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $224.25)
  • $224.25 P/E (TTM): 140.31X Cap: $291.94B
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• Savaria Corporation (SIS $22.08)
  • $22.08 P/E (TTM): 25.43X Cap: $1.55B
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• Galaxy Digital Inc. Class A common stock (GLXY $32.07)
  • $32.07 Cap: $13.05B
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• Brookfield Corporation Class A Limited Voting Shares (BN $61.17)
  • $61.17 P/E (TTM): 90.63X Cap: $138.98B
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Q: Hi. I have tried a couple times to submit this question now...

My kids have a family RESP. Oldest child will be starting post-secondary in 9 years.

Currently have GLXY, BN, SIS and T.
What will be good holdings to add to this? If sector diversification is not taken into consideration, what will be good to add?

Thank you.

Upvote 16

Read Answer Asked by Jacquelyn on November 26, 2025

• Semtech Corporation (SMTC $67.33)
  • $67.33 P/E (TTM): 105.13X Cap: $6.58B
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Q: Hi,
What are your thoughts in Semtech's earnings? Mr. Market not too pleased.

Cheers, Chris

Upvote 1

Read Answer Asked by Christopher on November 26, 2025

• WELL Health Technologies Corp. (WELL $3.95)
  • $3.95 Cap: $1.01B
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Q: Recent news shows WELL is going through court case. Can you explain what it is all about, likely out come and impact on share price.

Upvote 1

Read Answer Asked by Ritwik on November 26, 2025

• Fastly Inc. (FSLY $10.13)
  • $10.13 Cap: $1.51B
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Q: Greetings 5i, what is your opinion about this company and its prospects? Hold or sell? Thank you.

Upvote 1

Read Answer Asked by Barbara on November 26, 2025

• KKR & Co. Inc. (KKR $132.49)
  • $132.49 P/E (TTM): 57.12X Cap: $118.88B
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• Apollo Global Management Inc. (APO $145.82)
  • $145.82 P/E (TTM): 21.4X Cap: $85.40B
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Q: I bought APO @ $184 & KKR @ $151 in my RIF account. Should I sell, or hold?? Thanks for your Outstanding service!

Upvote 1

Read Answer Asked by Austin on November 26, 2025

• Palo Alto Networks Inc. (PANW $185.33)
  • $185.33 P/E (TTM): 117.65X Cap: $130.40B
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• Check Point Software Technologies Ltd. (CHKP $188.12)
  • $188.12 Cap: $20.39B
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• Zscaler Inc. (ZS $228.92)
  • $228.92 Cap: $37.12B
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Q: ZS Could you comment on Q1.
Growth seems strong but the price is down pre market.
Is this a long term hold?
Thanks.

Upvote 2

Read Answer Asked by Harry on November 26, 2025

Q: Regarding Steve's question on Nov 25, 2025 about the TFSA withdrawal and re-contribution limit.

Using his example, if one were to withdraw $122,000 today, could one re-contribute $40,000 in '26 then $40,000 in '27 then $42,000 in '28 or does the re-contribution rule only apply to the following year and ONLY the following year?

Upvote 3

Read Answer Asked by Harvey on November 26, 2025

• Adobe Inc. (ADBE $353.16)
  • $353.16 P/E (TTM): 22.52X Cap: $145.62B
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• Accenture plc Class A (Ireland) (ACN $273.86)
  • $273.86 P/E (TTM): 22.61X Cap: $179.04B
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• Nike Inc. (NKE $65.96)
  • $65.96 P/E (TTM): 34.76X Cap: $99.21B
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• Thermo Fisher Scientific Inc (TMO $566.43)
  • $566.43 P/E (TTM): 33.27X Cap: $214.21B
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• TELUS Corporation (T $17.48)
  • $17.48 Cap: $27.10B
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• IDEXX Laboratories Inc. (IDXX $690.07)
  • $690.07 P/E (TTM): 58.33X Cap: $55.35B
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Q: Dear 5i,

I have a diverse portfolio with stocks and ETFs. Most of my portfolio is doing well. Want to know your thoughts about a few of my holdings that are not doing so well - Adobe, Nike, Accenture, TMO, IDXX and Telus.

What are your thoughts? Should I replace these with a US ETF or hold on. Thanks for your valuable advice as always.

Upvote 3

Read Answer Asked by Alka on November 26, 2025

• Canadian Utilities Limited Class A Non-Voting Shares (CU $42.34)
  • $42.34 P/E (TTM): 20.47X Cap: $11.37B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $55.43)
  • $55.43 P/E (TTM): 14.22X Cap: $6.15B
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Q: I own Canadian Utilities and Atco Class 1 shares and they have appreciated nicely over time. How would you rate their prospects for growth in share price for the next 5 years?

With today's economic climate with the US, and the Canadian government's stated intention to push for big Canadian infrastructure projects, would one of these companies be a stronger bet?

Do you see the current dividend level as being safe for both companies going forward?

And, is there a good reason to own both of these stocks, given that CU is a sub of Atco?

Thank you for you insight and have a great day!

Upvote 4

Read Answer Asked by Cathy on November 26, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $224.25)
  • $224.25 P/E (TTM): 140.31X Cap: $291.94B
  • View SHOP Profile
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Q: hi, I thought I read something yesterday about improper sales accounting from some shopify employees? apparently they have been fired and "the case is closed". surprised nothing in the major financial propaganda sites this am, and no questions here. what are your thoughts on this?

Upvote 10

Read Answer Asked by chris on November 26, 2025

• GO Residential Real Estate Investment Trust Trust Units (GO.U $11.01)
  • $11.01 Cap: $611M
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Q: GO-U GO Residential Real Estate Investment Trust
This company is not listed in your data base. It was talked about on Market Call. It is listed on the Toronto Exchange but bought in US dollars. Is the dividend safe? Can it be claimed? What is your review of
the company Buy, Sell, Hold.
Thank you

Upvote 5

Read Answer Asked by patricia on November 26, 2025

• NTG Clarity Networks Inc. (NCI $1.31)
  • $1.31 P/E (TTM): 9.64X Cap: $63M
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• kneat.com inc. (KSI $4.61)
  • $4.61 Cap: $407M
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• Propel Holdings Inc. (PRL $24.54)
  • $24.54 P/E (TTM): 11.14X Cap: $971M
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Q: Good morning,just looking for your best guess on when the tax loss selling might possibly be over and a good time to purchase some bargains,I realize it’s impossible to exactly pinpoint a day just looking for a general timeframe although the exact day would be nice LOL of these 3 stocks which has the best chance for recovery in 2026
PRL,KSI or NCI Thanks

Upvote 15

Read Answer Asked by Greg on November 26, 2025

• iShares Core MSCI EAFE IMI Index ETF (XEF $46.07)
  • $46.07 P/E (TTM): 1.16X Cap: $16.19B
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• iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN $41.95)
  • $41.95 P/E (TTM): 28.7X Cap: $1.61B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $42.41)
  • $42.41 P/E (TTM): 23.36X Cap: $7.57B
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• Vanguard FTSE Developed All Cap Ex U.S. Index ETF (VDU $53.91)
  • $53.91 P/E (TTM): 1.39X Cap: $655M
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $44.04)
  • $44.04 P/E (TTM): 7.49X Cap: $3.11B
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• iShares MSCI India ETF (INDA $52.98)
  • $52.98 P/E (TTM): 39.61X Cap: $9.37B
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• iShares MSCI Japan ETF (EWJ $79.82)
  • $79.82 P/E (TTM): 28.92X Cap: $15.31B
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• Vanguard FTSE All-World ex-US ETF (VEU $73.05)
  • $73.05 P/E (TTM): 10.19X Cap: $50.89B
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Q: Wanting to diversify my holdings to include international markets.

Could you please recommend an ETF for India, Japan, Europe and emerging markets.

What percentage do you recommend to be outside North America?

Thanks Dave

Upvote 4

Read Answer Asked by David on November 26, 2025

Q: My account at the Financial Post got screwed up a couple weeks ago. They tell me all is resolved now.
I've looked for Peter's column and have not seen it recently. Is he still writing a by-weekly piece?
Regards
David

Upvote 4

Read Answer Asked by David on November 26, 2025

• Loblaw Companies Limited (L $61.74)
  • $61.74 P/E (TTM): 7.62X Cap: $73.64B
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• Intact Financial Corporation (IFC $280.88)
  • $280.88 P/E (TTM): 23.43X Cap: $49.86B
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• TMX Group Limited (X $51.61)
  • $51.61 P/E (TTM): 31.43X Cap: $14.48B
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• Alimentation Couche-Tard Inc. (ATD $72.13)
  • $72.13 P/E (TTM): 19.3X Cap: $67.36B
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• GFL Environmental Inc. subordinate voting shares (GFL $60.50)
  • $60.50 P/E (TTM): 6.64X Cap: $21.65B
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Q: Besides CNR, NWC, TIH, and BN, I'm looking for 5 other quality Canadian companies that have at least somewhat of a moat, and are resistant to AI and other types of disruptions to their businesses. I'm looking for companies that are not technology, banks, pipelines, materials or the other Brookfields. Can you please help? By the way, if you do not agree with the four I've listed, you can also let me know.

Upvote 15

Read Answer Asked by James on November 26, 2025

• Apple Inc. (AAPL $273.21)
  • $273.21 P/E (TTM): 36.74X Cap: $4.05T
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• NVIDIA Corporation (NVDA $171.30)
  • $171.30 P/E (TTM): 43.74X Cap: $4.31T
  • View NVDA Profile
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• Axon Enterprise Inc. (AXON $548.57)
  • $548.57 P/E (TTM): 174.95X Cap: $43.80B
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• CrowdStrike Holdings Inc. (CRWD $474.42)
  • $474.42 Cap: $123.15B
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Q: Hi everyone at 5i thank you all for the great information love this service. So from an analytics point of view I am overweight tech and under weight industrials. Given the recent pull back is this a “good“ switch? This is in a registered account so no tax implications. I’m not that good at charts but it looks like there is some support at $500 for AXON? The other tech stocks I have are NVDA, SHOP, AAPL, CSU, LMN, TOI, of these CRWD is the worst performer only because of the date of acquiring it. I would love to hear your opinion. Thanks again for all your help.

Upvote 4

Read Answer Asked by Mark on November 26, 2025

• HIVE Digital Technologies Ltd. (HIVE $3.80)
  • $3.80 P/E (TTM): 23.24X Cap: $912M
  • View HIVE Profile
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• Oscar Health Inc. Class A (OSCR $15.58)
  • $15.58 Cap: $4.15B
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• IREN Limited (IREN $34.96)
  • $34.96 P/E (TTM): 32.85X Cap: $12.01B
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Q: A couple of favourites amongst growth investors. Which do you think has better long term relevance? Does HIVE in Canada essentially have the same product offering as IREN?
Thanks

Upvote 3

Read Answer Asked by Curtis on November 26, 2025

• TELUS Corporation (T $17.48)
  • $17.48 Cap: $27.10B
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• South Bow Corporation (SOBO $38.08)
  • $38.08 P/E (TTM): 23.13X Cap: $7.84B
  • View SOBO Profile
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Q: In your opinion which one of these high yielding companies, telus, sobo offer the best return over the next 5 years?

Upvote 8

Read Answer Asked by Terry on November 26, 2025