Investment Q&A

• Portland General Electric Co (POR $43.37)
  • $43.37 P/E (TTM): 16.0X Cap: $4.75B
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• iShares U.S. Utilities ETF (IDU $111.71)
  • $111.71 P/E (TTM): 21.14X Cap: $1.62B
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Q: Good morning all at 5i: I need to invest more in utilities and my attention drawn to an article that says POR has been left behind in rally and has lots to offer in electricity demand. Your thought please or would IDU etf be a better trade. Many thanks as always. Barbara

Upvote 1

Read Answer Asked by Barbara on September 29, 2025

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $167.21)
  • $167.21 P/E (TTM): 19.56X Cap: $14.46B
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• Element Fleet Management Corp. (EFN $36.26)
  • $36.26 P/E (TTM): 26.49X Cap: $14.55B
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• Enghouse Systems Limited (ENGH $20.96)
  • $20.96 P/E (TTM): 15.39X Cap: $1.15B
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• TMX Group Limited (X $53.07)
  • $53.07 P/E (TTM): 35.03X Cap: $14.75B
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• Toromont Industries Ltd. (TIH $154.32)
  • $154.32 P/E (TTM): 26.1X Cap: $12.54B
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• TFI International Inc. (TFII $123.87)
  • $123.87 P/E (TTM): 20.45X Cap: $10.28B
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• Alimentation Couche-Tard Inc. (ATD $74.65)
  • $74.65 P/E (TTM): 19.8X Cap: $70.21B
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• goeasy Ltd. (GSY $168.43)
  • $168.43 P/E (TTM): 10.42X Cap: $2.70B
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• TerraVest Industries Inc. (TVK $142.35)
  • $142.35 Cap: $3.08B
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• Propel Holdings Inc. (PRL $29.23)
  • $29.23 P/E (TTM): 14.25X Cap: $1.13B
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Q: I need to raise some capital. Please advise in what order you would sell these equities. Are there some you would not sell? I am more of a income investor.

Upvote 5

Read Answer Asked by David on September 29, 2025

• BlackSky Technology Inc. Class A (BKSY $22.42)
  • $22.42 Cap: $795M
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• Galaxy Digital Inc. (GLXY $35.83)
  • $35.83 Cap: $13.48B
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Q: Which of the two companies are you more bullish on? Mid - Long term hold in a tfsa.

A reason please. Thank you

Upvote 7

Read Answer Asked by Nick on September 29, 2025

• Vitalhub Corp. (VHI $11.08)
  • $11.08 P/E (TTM): 131.53X Cap: $621M
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Q: Why is VitalHub so weak?

Upvote 6

Read Answer Asked by Kim on September 29, 2025

• Santacruz Silver Mining Ltd. (SCZ $2.75)
  • $2.75 P/E (TTM): 19.95X Cap: $989M
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• Aris Mining Corporation (ARIS $14.13)
  • $14.13 P/E (TTM): 115.25X Cap: $2.85B
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• ESGold Corp. (ESAU $0.98)
  • $0.98 Cap: $62M
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• Allied Gold Corporation (AAUC $24.46)
  • $24.46 Cap: $2.82B
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Q: Hello. What are your top five high risk/high reward junior silver stocks?

What are your top five high risk/high reward junior gold stocks?

Upvote 5

Read Answer Asked by Robert on September 29, 2025

• Constellation Software Inc. (CSU $3,832.23)
  • $3,832.23 P/E (TTM): 93.02X Cap: $81.20B
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• Open Text Corporation (OTEX $51.77)
  • $51.77 P/E (TTM): 22.79X Cap: $13.16B
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Q: After a nice gain on OTEX would you see switching some or all to CSU as a good move in a non-taxable account?
Thanks.

Upvote 2

Read Answer Asked by Robert on September 29, 2025

• ATS Corporation (ATS $36.77)
  • $36.77 Cap: $3.59B
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Q: On Sep 23 there was a question from Patrick regarding ATS and CJT where you express concern on CJT debt level yet you don’t mention the debt level on ATS which is much higher (debt/ebita ratio). Are you not concerned about ATS debt?

Upvote 2

Read Answer Asked by Sandy on September 29, 2025

• Intuit Inc. (INTU $679.50)
  • $679.50 P/E (TTM): 50.82X Cap: $189.44B
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• Salesforce Inc. (CRM $235.69)
  • $235.69 P/E (TTM): 34.45X Cap: $224.37B
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• Constellation Software Inc. (CSU $3,832.23)
  • $3,832.23 P/E (TTM): 93.02X Cap: $81.20B
  • View CSU Profile
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• Descartes Systems Group Inc. (The) (DSG $127.59)
  • $127.59 P/E (TTM): 56.05X Cap: $10.96B
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• ServiceNow Inc. (NOW $912.43)
  • $912.43 P/E (TTM): 118.35X Cap: $189.78B
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• iShares Expanded Tech-Software Sector ETF (IGV $115.07)
  • $115.07 P/E (TTM): 47.26X Cap: $9.99B
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• Topicus.com Inc. (TOI $152.78)
  • $152.78 P/E (TTM): 70.73X Cap: $12.51B
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• Lumine Group Inc. (LMN $42.05)
  • $42.05 P/E (TTM): 156.13X Cap: $10.79B
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Q: What are your thoughts on how overvalued AI stocks are and what factors we should be concerned about that could cause the bubble to burst?

What are some good ideas for relatively safe stocks and etfs to hedge against a AI and tech weighted portfolio?

Upvote 7

Read Answer Asked by Mark on September 29, 2025

• GE Vernova Inc. (GEV $606.15)
  • $606.15 P/E (TTM): 144.47X Cap: $165B
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Q: Thoughts on GEV ?
Is there a correlation with AI which will be more and more energy-intensive?Thank You

Upvote 3

Read Answer Asked by francis on September 29, 2025

• Orca Energy Group Inc. (ORC.B $4.22)
  • $4.22 Cap: $1.20B
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Q: ORC.B is stated to be trading ex-dividend today but has a TSXV ‘due bills’ clause attached to its $1.00 special dividend. Would you please clarify when exactly the stock trades ex- dividend for its regular 10cent dividend and for its $1.00 special dividend?
Many thanks for your great service.
Geoff

Upvote 1

Read Answer Asked by Geoffrey on September 29, 2025

• kneat.com inc. (KSI $5.94)
  • $5.94 Cap: $564M
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• Tantalus Systems Holding Inc. (GRID $3.65)
  • $3.65 Cap: $187M
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Q: Which for a growth orientated TFSA based on secular theme, current price , and expected growth. Thanks. Derek.

Upvote 8

Read Answer Asked by Derek on September 29, 2025

• Intact Financial Corporation (IFC $266.91)
  • $266.91 P/E (TTM): 21.4X Cap: $47.60B
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• Blackline Safety Corp. (BLN $7.48)
  • $7.48 Cap: $648M
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• Tantalus Systems Holding Inc. (GRID $3.65)
  • $3.65 Cap: $187M
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Q: Somehow i missed the change you made in the Best Stock Ideas section. When did you guys make this change? Was there an announcement? Perhaps, you could consider recording the date change (with previous picks?)

Upvote 3

Read Answer Asked by JR on September 29, 2025

• Constellation Software Inc. (CSU $3,832.23)
  • $3,832.23 P/E (TTM): 93.02X Cap: $81.20B
  • View CSU Profile
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Q: 1. About your ”best stock ideas” feature: how often are the ideas refreshed? Is there a specific day in the month that the renewal happens?
2 In view of recent developments, is Constellation Software still a best idea?
Thank you for your excellent service.

Upvote 5

Read Answer Asked by Leonard on September 29, 2025

• Constellation Software Inc. (CSU $3,832.23)
  • $3,832.23 P/E (TTM): 93.02X Cap: $81.20B
  • View CSU Profile
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Q: Wishing Mark Leonard well in his recovery and the company as it transitions to somewhat new senior management. With the software challenges and change in management have any of the senior management including Mark sold Constellation shares in the last two months?

Upvote 3

Read Answer Asked by Bryan on September 29, 2025

• Sun Life Financial Inc. (SLF $83.91)
  • $83.91 P/E (TTM): 15.28X Cap: $47.69B
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• Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares (BNT $94.68)
  • $94.68 P/E (TTM): 15.53X Cap: $23.16B
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Q: Which of the above two companies would you prefer to hold for a long term conservative investor?

Upvote 3

Read Answer Asked by Lyle on September 29, 2025

• NextEra Energy Inc. (NEE $78.67)
  • $78.67 P/E (TTM): 26.4X Cap: $162B
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• Vistra Corp. (VST $201.51)
  • $201.51 P/E (TTM): 31.37X Cap: $68.27B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $49.87)
  • $49.87 Cap: $17.92B
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• Constellation Energy Corporation (CEG $350.90)
  • $350.90 P/E (TTM): 34.89X Cap: $109.62B
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• Solaris Energy Infrastructure Inc. Class A (SEI $42.32)
  • $42.32 P/E (TTM): 279.53X Cap: $2.68B
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Q: So if the USA is going to need 5 times the electricty that it is now generating in the near future, what stocks in order would you invest in now. Thanks Again

Upvote 8

Read Answer Asked by eugene on September 29, 2025

• Constellation Software Inc. (CSU $3,832.23)
  • $3,832.23 P/E (TTM): 93.02X Cap: $81.20B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Topicus.com Inc. (TOI $152.78)
  • $152.78 P/E (TTM): 70.73X Cap: $12.51B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $42.05)
  • $42.05 P/E (TTM): 156.13X Cap: $10.79B
  • View LMN Profile
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  • View Reports on LMN

Q: I thought I had a core holding with CSU but it is at the one year bottom. Still worth holding? comments please
Also, comments on LMN and TOI are appreciated.
Deduct many question points please.

Upvote 7

Read Answer Asked by Brenda on September 29, 2025

Q: Hi 5i

A bit curious. I haven't found any questions on BN preferred shares. the dividends look very good.
If you were looking at buying some which series of preferred would be OK with.
I've usually done well with your OK answer.

THx
Gerry

Upvote 7

Read Answer Asked by Gerry on September 29, 2025

• Kinaxis Inc. (KXS $179.00)
  • $179.00 P/E (TTM): 150.99X Cap: $5.05B
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• Kraken Robotics Inc. (PNG $4.59)
  • $4.59 P/E (TTM): 75.67X Cap: $1.40B
  • View PNG Profile
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• Celestica Inc. (CLS $251.69)
  • $251.69 P/E (TTM): 55.16X Cap: $28.30B
  • View CLS Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $49.93)
  • $49.93 Cap: $18.78B
  • View GLXY Profile
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Q: Could you rank the growth of PNG, KXS,CLS,GLXY. Best first to least and would you rank hold/buy?

Thank you for your service!

Upvote 8

Read Answer Asked by Ozzie on September 29, 2025

• Constellation Software Inc. (CSU $3,832.23)
  • $3,832.23 P/E (TTM): 93.02X Cap: $81.20B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: hi. after just reading your latest report on CSU, I am still not sure that I understand their "roll-up" business model vis a vis earnings growth? are they buying up these little niche software companies, and then increasing the prices that their customers have to pay, with no real value add to the customer otherwise? can you describe their model to me ( or us? ) like I was a 5 year old ( to quote Michael Scott from the Office ).
cheers, Chris

Upvote 17

Read Answer Asked by chris on September 29, 2025