Investment Q&A

• K92 Mining Inc. (KNT $18.30)
  • $18.30 P/E (TTM): 15.3X Cap: $4.51B
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• Collective Mining Ltd. (CNL $16.61)
  • $16.61 Cap: $1.35B
  • View CNL Profile
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• Andean Precious Metals Corp. (APM $6.45)
  • $6.45 P/E (TTM): 16.18X Cap: $946M
  • 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 3

Read Answer Asked by Iulian on September 05, 2025

• Mattr Corp. (MATR $10.79)
  • $10.79 P/E (TTM): 15.19X Cap: $672M
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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 $52.95)
  • $52.95 P/E (TTM): 17.91X Cap: $30.82B
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• Tourmaline Oil Corp. (TOU $61.47)
  • $61.47 P/E (TTM): 15.42X Cap: $23.11B
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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 $490.61)
  • $490.61 P/E (TTM): 57.14X Cap: $55.54B
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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 $5.91)
  • $5.91 P/E (TTM): 107.5X Cap: $1.97B
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• Vitalhub Corp. (VHI $10.87)
  • $10.87 P/E (TTM): 128.94X Cap: $614M
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• WELL Health Technologies Corp. (WELL $5.16)
  • $5.16 Cap: $1.33B
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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 $9.02)
  • $9.02 Cap: $1.53B
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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 $19.50)
  • $19.50 P/E (TTM): 9.47X Cap: $1.64B
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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 $724.10)
  • $724.10 P/E (TTM): 181.07X Cap: $57.48B
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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 $490.61)
  • $490.61 P/E (TTM): 57.14X Cap: $55.54B
  • View CLS Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.96)
  • $242.96 P/E (TTM): 97.75X Cap: $316.86B
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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 $167.94)
  • $167.94 P/E (TTM): 10.14X Cap: $2.71B
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• EQB Inc. (EQB $90.19)
  • $90.19 P/E (TTM): 10.14X Cap: $3.42B
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• VersaBank (VBNK $17.07)
  • $17.07 P/E (TTM): 18.2X Cap: $538M
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• Propel Holdings Inc. (PRL $26.02)
  • $26.02 P/E (TTM): 12.22X Cap: $1.01B
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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 $98.61)
  • $98.61 P/E (TTM): 18.04X Cap: $6.95B
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• MGM Resorts International (MGM $32.13)
  • $32.13 P/E (TTM): 200.19X Cap: $8.76B
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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 $490.61)
  • $490.61 P/E (TTM): 57.14X Cap: $55.54B
  • View CLS Profile
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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 $94.09)
  • $94.09 P/E (TTM): 14.37X Cap: $81.72B
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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 $126.32)
  • $126.32 Cap: $65.32B
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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 $48.17)
  • $48.17 P/E (TTM): 1246.0X Cap: $24.41B
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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 2

Read Answer Asked by Esther on September 05, 2025

• Illumina Inc. (ILMN $119.99)
  • $119.99 P/E (TTM): 28.47X Cap: $18.87B
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• Pfizer Inc. (PFE $24.66)
  • $24.66 P/E (TTM): 13.11X Cap: $140.14B
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• BCE Inc. (BCE $31.88)
  • $31.88 P/E (TTM): 69.7X Cap: $29.89B
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.34)
  • $6.34 P/E (TTM): 20.29X Cap: $670M
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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 $254.00)
  • $254.00 P/E (TTM): 37.23X Cap: $2.61T
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• Alphabet Inc. (GOOG $284.12)
  • $284.12 P/E (TTM): 27.82X Cap: $3.39T
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• Microsoft Corporation (MSFT $517.03)
  • $517.03 P/E (TTM): 36.83X Cap: $3.84T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $206.88)
  • $206.88 P/E (TTM): 57.69X Cap: $4.92T
  • View NVDA Profile
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• Constellation Software Inc. (CSU $3,584.85)
  • $3,584.85 P/E (TTM): 89.98X Cap: $78.21B
  • 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

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.63)
  • $18.63 Cap: $778M
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• iShares Core Canadian Short Term Bond Index ETF (XSB $27.13)
  • $27.13 Cap: $3.36B
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.58)
  • $28.58 Cap: $8.84B
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• iShares Core Canadian Long Term Bond Index ETF (XLB $19.16)
  • $19.16 Cap: $890M
  • View XLB Profile
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Q: I am presently fully invested and want to raise 30% cash by selling some of my holdings…..My question is, where to invest the cash?? I used to invest in Short term bonds/tbills to preserve cash which roll over monthly but think that this is not the time for that as everything is pointing to lower interest rates! In your opinion would it be wiser to invest in longer term government bond etfs and if so which ones do you prefer? Thank you?

Upvote 12

Read Answer Asked by Pat on September 05, 2025

• Brookfield Corporation Class A Limited (BN $45.99)
  • $45.99 P/E (TTM): 107.18X Cap: $103.13B
  • View BN Profile
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $76.43)
  • $76.43 P/E (TTM): 36.83X Cap: $124.25B
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Q: Sep 2 morning,Bam announced joint acquistion of Air Lease.Negative response on both Bam & Bn for 2 days,then turned positive today.Any reasons.?Your opinion on the purchase. Are they buyable,& what are good entry price.Txs for u usual great opinion & services

Upvote 10

Read Answer Asked by Peter on September 05, 2025

• Alimentation Couche-Tard Inc. (ATD $69.61)
  • $69.61 P/E (TTM): 18.77X Cap: $67.04B
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• Murphy USA Inc. (MUSA $368.04)
  • $368.04 P/E (TTM): 15.13X Cap: $7.60B
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Q: Which one would you pick today to initiate a position? Was originally seeking additional US exposure. Adding ATD is a canadian stock, but really a global stock. How do you account for this typically?

Upvote 7

Read Answer Asked by Patrik on September 05, 2025