Investment Q&A

• Constellation Software Inc. (CSU $3,691.08)
  • $3,691.08 P/E (TTM): 87.44X Cap: $78.21B
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• TFI International Inc. (TFII $126.04)
  • $126.04 P/E (TTM): 20.13X Cap: $10.37B
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• Thomson Reuters Corporation (TRI $214.84)
  • $214.84 P/E (TTM): 42.73X Cap: $96.82B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $243.86)
  • $243.86 P/E (TTM): 97.39X Cap: $316.86B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.59)
  • $64.59 P/E (TTM): 106.25X Cap: $144.90B
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Q: Is recent question I asked was only partially answered. The question was asked by Tim on Oct 8. Here is your response:
Our top five for a growth investor with a long-term timeframe would be: SHOP ($220 if possible), BN ($91-$93), TRI ($190 to $200), CSU ($3800), TD ($105 to $110) /BNS ($85).

The part of the question not answered was whether these large cap stocks would be suitable for a tfsa. I have been using small caps mostly, but now am wanting to get more conservative. Thanks very much

Upvote 9

Read Answer Asked by joseph on October 10, 2025

• White Gold Corp. (WGO $0.96)
  • $0.96 Cap: $188M
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• Triple Flag Precious Metals Corp. (TFPM $38.95)
  • $38.95 P/E (TTM): 32.48X Cap: $7.82B
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• Aris Mining Corporation (ARIS $13.88)
  • $13.88 P/E (TTM): 115.25X Cap: $2.81B
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• Allied Gold Corporation (AAUC $21.34)
  • $21.34 Cap: $2.46B
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Q: I have asked a question on WGO previously and should have bought months ago but missed the rally. Would appreciate an analysis today on the merits of buying today or letting it go?
Would you give me a few small cap gold stock names that are still viable at the price of gold sky rocketing lately?
Thanx as usual
Gary

Upvote 3

Read Answer Asked by Gary on October 10, 2025

• Alphabet Inc. (GOOG $281.82)
  • $281.82 P/E (TTM): 30.05X Cap: $3.39T
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• Pure Storage Inc. Class A (PSTG $98.70)
  • $98.70 P/E (TTM): 230.98X Cap: $32.43B
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• CECO Environmental Corp. (CECO $48.89)
  • $48.89 P/E (TTM): 33.3X Cap: $1.74B
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• e.l.f. Beauty Inc. (ELF $122.14)
  • $122.14 P/E (TTM): 72.42X Cap: $6.92B
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• Halozyme Therapeutics Inc. (HALO $65.19)
  • $65.19 P/E (TTM): 14.79X Cap: $7.62B
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• Genius Sports Limited (GENI $11.26)
  • $11.26 Cap: $2.70B
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• Nebius Group N.V. (NBIS $130.82)
  • $130.82 Cap: $31.14B
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Q: Hi Team,
I was looking for quality growth names that were attractive today for purchase. Geni was on the list due to the recent weakness in the sports betting sector. Do you see it as a opportunity to buy at these levels? Could you also provide a couple names on your radar either cnd or US that you see as particular good buys today for a 10yr hold? Thanks

Shane.

Upvote 11

Read Answer Asked by Shane on October 10, 2025

• Global X USD Cash Maximizer Corporate Class ETF (HSUV.U $116.89)
  • $116.89 Cap: $756M
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Q: Good morning,

What happens in a rate cut cycle with this ETF.

Beaucoup Thanks for your unique service from a long time subscriber. Didn't think I would make so much money in the market. Time in the market not market timing as you put it.

Upvote 1

Read Answer Asked by Denis on October 10, 2025

• Fifth Third Bancorp (FITB $41.62)
  • $41.62 P/E (TTM): 13.03X Cap: $27.54B
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• Comerica Incorporated (CMA $76.50)
  • $76.50 P/E (TTM): 14.77X Cap: $9.80B
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Q: Thoughts on FITB after the Comerica deal. Would this be one of your favorites in the regional banking space?

Upvote 1

Read Answer Asked by Robert on October 10, 2025

• CleanSpark Inc. (CLSK)
  • P/E (TTM): 23.91X Cap: $5B
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Q: Are you familiar with Cleanspark and does it look to be investable or a highly speculative stock at current levels?

Upvote 1

Read Answer Asked by Craig on October 10, 2025

• Altus Group Limited (AIF $57.62)
  • $57.62 P/E (TTM): 6.57X Cap: $2.48B
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Q: Hello 5i,
What could be the purpose of scheduling an “investor day” on november 20th, with AIF in an official strategic review process? Note that this is only the 2nd time (to my knowledge) that AIF is doing such a “investor day” during the past 10 years (the other was in 2021). According to you, does it decrease your estimation of the probability of a sale of the whole company? The stock did not move today on this announcement. Thank you

Upvote 2

Read Answer Asked by Eric on October 10, 2025

• US High Interest Savings Account Fund (HISU.U $100.07)
  • $100.07 Cap: $432M
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Q: Thank you for suggesting HISU for US cash. A couple of questions: is there a fee or restriction on how long funds are held in this etf? Also, the symbol says :CA, can this be purchased and held in a US $ RIF?

Thank you!

Upvote 3

Read Answer Asked by Catherine on October 10, 2025

• Zedcor Inc. (ZDC $6.97)
  • $6.97 P/E (TTM): 400.0X Cap: $733M
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Q: Could you comment on Zedcor's moat and if it is at risk of being disrupted? Is there a 5i research report on Zedcor? Thank you!

Upvote 12

Read Answer Asked by Douglas A. on October 10, 2025

• Artemis Gold Inc. (ARTG $34.19)
  • $34.19 P/E (TTM): 95.61X Cap: $7.88B
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Q: Would you consider this company a buy today? Or do you think it has run too far?

Upvote 5

Read Answer Asked by John on October 10, 2025

• Miscellaneous (MISC)
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Q: How much importance do you place on the level of the cape ratio when making investment decisions? If one were retiring in the near future with the cape at near record levels. Should they not be concerned about equity returns being low over the next 10 years?

Upvote 6

Read Answer Asked by Joe on October 10, 2025

• Vanguard Balanced ETF Portfolio (VBAL $37.06)
  • $37.06 P/E (TTM): 1.07X Cap: $4.18B
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• Global X Balanced Asset Allocation ETF (HBAL $17.50)
  • $17.50 P/E (TTM): 15.97X Cap: $162M
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• iShares Core Balanced ETF Portfolio (XBAL $33.54)
  • $33.54 P/E (TTM): 4.07X Cap: $2.47B
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• BMO Balanced ETF (ZBAL $14.95)
  • $14.95 P/E (TTM): 12.15X Cap: $425M
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Q: I was intrigued by this ETF and also looked up these other fidelity funds. can you give me your assessment of these three as a one stop shop for a retired senior looking for some fixed and growth investments being somewhat conservative. Any other suggestions for a income/ balanced, and equity ETF

Thanks Dave

Upvote 4

Read Answer Asked by Dave on October 10, 2025

• NVIDIA Corporation (NVDA $202.49)
  • $202.49 P/E (TTM): 57.8X Cap: $4.92T
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Q: I would appreciate your thoughts on recent “noise” around circular financing. Is this not unusual in certain industries? A concern or risk to be aware of? Or just static noise that should be ignored? Thanks

Upvote 11

Read Answer Asked by Steven on October 10, 2025

• Nebius Group N.V. (NBIS $130.82)
  • $130.82 Cap: $31.14B
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Q: This stock has been rising steadily, without demonstrating earnings.
What are your thoughts about it at this time, given the present economic conditions?

Upvote 11

Read Answer Asked by Catherine on October 10, 2025

• kneat.com inc. (KSI $5.39)
  • $5.39 Cap: $512M
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• Vitalhub Corp. (VHI $10.96)
  • $10.96 P/E (TTM): 128.24X Cap: $614M
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Q: From your latest ranking on favourite CAD small keep, should I interpret this as you now favour KSI over VHI? Would you sell a VHI position and jump ship to KSI?

Upvote 7

Read Answer Asked by Patrik on October 10, 2025

• Allied Properties Real Estate Investment Trust (AP.UN $14.78)
  • $14.78 Cap: $1.89B
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Q: Any idea why Allied Properties should be dropping sharply before the quarterly report is released?

Upvote 4

Read Answer Asked by richard on October 10, 2025

• Enbridge Inc. (ENB $65.40)
  • $65.40 P/E (TTM): 23.1X Cap: $142.63B
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• TC Energy Corporation (TRP $70.38)
  • $70.38 P/E (TTM): 17.31X Cap: $73.14B
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• Pembina Pipeline Corporation (PPL $53.06)
  • $53.06 P/E (TTM): 17.8X Cap: $30.82B
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• Keyera Corp. (KEY $41.41)
  • $41.41 P/E (TTM): 17.27X Cap: $9.48B
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• goeasy Ltd. (GSY $168.65)
  • $168.65 P/E (TTM): 10.04X Cap: $2.71B
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Q: Hello 5I:

Would you start positions in any of the pipelines at this time and, if so, in what order and price?

With respect to GSY, what do you think it will take to get the stock moving upwards and what would a good entry price be?

Thank you for the great advice!

Upvote 15

Read Answer Asked by Ian on October 10, 2025

• Power Corporation of Canada Subordinate Voting Shares (POW $65.70)
  • $65.70 P/E (TTM): 15.46X Cap: $42.13B
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Q: Is POW a Buy? A Globe article yesterday by Paul Carter of Capstone Mgt. suggests that by owning 69% of GWLifeco you are effectively getting GWL for free. This is because at the current stock price, POW's Market Cap roughly equals that of its stake in GWL.
Thanks!

Upvote 5

Read Answer Asked by Austin on October 10, 2025

• Sportradar Group AG (SRAD $25.61)
  • $25.61 Cap: $7.66B
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Q: Hi Peter,
The share price of SRAD has been dropping for the past month. In your views, what are the reasons causing this negative momentum? Would it be a good idea to add more at the current price, or to sell for tax loss? Thanks.

Upvote 4

Read Answer Asked by Willie on October 10, 2025

• POET Technologies Inc. (PTK $7.38)
  • $7.38 Cap: $669M
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Q: Poet is jumping on very high volume. Where for art thou going? Should I watch the rise, or buy and be pleasantly surprised?

Upvote 1

Read Answer Asked by Charles on October 10, 2025