Investment Q&A

• Royal Bank of Canada (RY $228.07)
  • $228.07 P/E (TTM): 16.23X Cap: $318.52B
  • View RY Profile
  • View Questions on RY

Q: Hi 5i,

Why Royal bank still drop even the report is positive? Any reason behind that I missed out? Please comment profit result and should be keep or sell for profit?

Many thanks for the advise?

Upvote 1

Read Answer Asked by kwokwai on March 01, 2026

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $63.69)
  • $63.69 P/E (TTM): 30.6X Cap: $102.58B
  • View BAM Profile
  • View Questions on BAM

Q: BAM seems to be on a downward slide. Would you sell or hold the stock?

Upvote 6

Read Answer Asked by Brian on February 28, 2026

• Nebius Group N.V. (NBIS $91.19)
  • $91.19 Cap: $21.71B
  • View NBIS Profile
  • View Questions on NBIS

Q: NBIS has dropped quite a bit today. I would like your interpretation of the drop and would like to know whether you would suggest adding to it at this time?

Upvote 8

Read Answer Asked by Zara on February 27, 2026

• Hemisphere Energy Corporation (HME $2.30)
  • $2.30 P/E (TTM): 7.4X Cap: $217M
  • View HME Profile
  • View Questions on HME
• TELUS Corporation (T $18.70)
  • $18.70 P/E (TTM): 25.83X Cap: $29.19B
  • View T Profile
  • View Questions on T
• Constellation Software Inc. (CSU $2,520.66)
  • $2,520.66 P/E (TTM): 56.43X Cap: $53.41B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• CAE Inc. (CAE $40.45)
  • $40.45 P/E (TTM): 33.95X Cap: $13.01B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE
• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.74)
  • $37.74 P/E (TTM): 29.83X Cap: $5.80B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• TFI International Inc. (TFII $162.97)
  • $162.97 P/E (TTM): 40.73X Cap: $13.38B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• goeasy Ltd. (GSY $107.38)
  • $107.38 P/E (TTM): 7.89X Cap: $1.72B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Total Energy Services Inc. (TOT $18.10)
  • $18.10 P/E (TTM): 11.54X Cap: $673M
  • View TOT Profile
  • View Questions on TOT
• Propel Holdings Inc. (PRL $21.01)
  • $21.01 P/E (TTM): 9.8X Cap: $826M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Hi 5I. I would like to consolidate this mixed bag into one or two holdings. Would you please rank them in order of "sell" to "keep".

Carl

Upvote 13

Read Answer Asked by Carl on February 27, 2026

• CECO Environmental Corp. (CECO $60.45)
  • $60.45 P/E (TTM): 54.7X Cap: $2.15B
  • View CECO Profile
  • View Questions on CECO

Q: I know it’s been a very volatile stock lately, but would you initiate a position at these level levels?

Upvote 6

Read Answer Asked by Gary on February 27, 2026

• Flutter Entertainment Plc (FLUT $106.14)
  • $106.14 Cap: $18.22B
  • View FLUT Profile
  • View Questions on FLUT

Q: Market reaction is harsh. What do you see going forward?
Hold or sell?

Upvote 1

Read Answer Asked by Harry on February 27, 2026

• Pembina Pipeline Corporation (PPL $59.95)
  • $59.95 P/E (TTM): 21.18X Cap: $34.84B
  • View PPL Profile
  • View Questions on PPL

Q: Thoughts on their latest quarter.

Upvote 8

Read Answer Asked by don on February 27, 2026

• Metallic Minerals Corp. (MMG $0.43)
  • $0.43 Cap: $85M
  • View MMG Profile
  • View Questions on MMG

Q: please comment on La Plata Cu press update
thank you

Upvote 1

Read Answer Asked by Howard on February 27, 2026

• Alphabet Inc. (GOOG $311.43)
  • $311.43 P/E (TTM): 28.83X Cap: $3.77T
  • View GOOG Profile
  • View Questions on GOOG
• Celestica Inc. (CLS $378.78)
  • $378.78 P/E (TTM): 49.65X Cap: $43.57B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.67)
  • $164.67 P/E (TTM): 127.25X Cap: $214.74B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Kraken Robotics Inc. (PNG $8.50)
  • $8.50 P/E (TTM): 133.83X Cap: $2.60B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Teradyne Inc. (TER $320.03)
  • $320.03 P/E (TTM): 91.79X Cap: $50.10B
  • View TER Profile
  • View Questions on TER

Q: What are your top 5 growth stocks? Can you provide a couple of compelling reasons why each makes the grade and also rank them from highest to lowest conviction. Finally can you indicate where you feel the stock price will be 12 months from now.

Upvote 27

Read Answer Asked on February 27, 2026

• Intact Financial Corporation (IFC $263.35)
  • $263.35 P/E (TTM): 18.73X Cap: $46.76B
  • View IFC Profile
  • View Questions on IFC
• Magna International Inc. (MG $86.01)
  • $86.01 P/E (TTM): 17.63X Cap: $24.23B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Trisura Group Ltd. (TSU $46.66)
  • $46.66 P/E (TTM): 17.76X Cap: $2.21B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• Nutrien Ltd. (NTR $102.59)
  • $102.59 P/E (TTM): 58.97X Cap: $49.58B
  • View NTR Profile
  • View Questions on NTR
• Propel Holdings Inc. (PRL $21.01)
  • $21.01 P/E (TTM): 9.8X Cap: $826M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: with more recent AI scare can you give 5 contrarian ideas in canada and US that look interesting in terms of valuations that you might not be impacted as severely as the market is pricing in.

Upvote 10

Read Answer Asked by Kenny on February 27, 2026

• Donaldson Company Inc. (DCI $92.76)
  • $92.76 P/E (TTM): 33.47X Cap: $12.04B
  • View DCI Profile
  • View Questions on DCI

Q: Your updated comments on DCI please. Buy, sell or hold? Thanks

Upvote 1

Read Answer Asked by Charles on February 27, 2026

• Tantalus Systems Holding Inc. (GRID $4.54)
  • $4.54 Cap: $233M
  • View GRID Profile
  • View Questions on GRID
• Electrovaya Inc. (ELVA $10.27)
  • $10.27 P/E (TTM): 73.88X Cap: $432M
  • View ELVA Profile
  • View Questions on ELVA

Q: Hi,
In an earlier question today you responded being OK selling GRID and replacing with ELVA. Would you please give a brief reason why?
Would you still be OK switching even if selling GRID would result in a capital gain? (Note: the gain would be offset by previous year losses)
Thanks

Upvote 3

Read Answer Asked by Marco on February 27, 2026

• BluMetric Environmental Inc. (BLM $1.22)
  • $1.22 Cap: $74M
  • View BLM Profile
  • View Questions on BLM

Q: Can you give me your thoughts on their latest quarter? Would you be a buyer today?

Upvote 1

Read Answer Asked by Bill on February 27, 2026

• Vertiv Holdings LLC Class A (VRT $254.89)
  • $254.89 P/E (TTM): 92.61X Cap: $97.52B
  • View VRT Profile
  • View Questions on VRT

Q: Morning 5i Team,

Please comment on the volatility of VRT yesterday (it was slightly down when the closing bell rang). Also would it be a buy, hold or sell going forward?
Thanks again for the great work.
H

Upvote 2

Read Answer Asked by Harry on February 27, 2026

• Block Inc. Class A (XYZ $63.70)
  • $63.70 P/E (TTM): 10.21X Cap: $38.16B
  • View XYZ Profile
  • View Questions on XYZ

Q: Greetings 5i, may we please have your updated opinion and analysis of Block, particularly in light of Q4 2025 results and the announcement on workforce reduction. If you held the stock would you add? Is it a buy? Thank you.

Upvote 2

Read Answer Asked by Barbara on February 27, 2026

• Zedcor Inc. (ZDC $5.54)
  • $5.54 P/E (TTM): 420.0X Cap: $584M
  • View ZDC Profile
  • View Questions on ZDC

Q: Dear 5i,
I initiated a small position in Zedcore based on your prior recommendations after the Amazon competition threat decreased ZDC’s price - thanks for the timely evaluation. After a short ‘test-drive’ I am considering adding to it. I’d appreciate your take on the bought deal closing Feb 27. Can you explain why the underwriters are paying a premium to the current share price? Also, has the company outlined how it will deploy the $30 million and what is your take on the impact of this new spend on future growth. Thanks for helping me discover these ‘small’ growth companies (Can-PNG! US-NBIS!).
Sincerely, another very happy 5i member

Upvote 9

Read Answer Asked by Warren on February 27, 2026

• AirBoss of America Corp. (BOS $6.10)
  • $6.10 Cap: $165M
  • View BOS Profile
  • View Questions on BOS
  • View Reports on BOS

Q: Airboss is quietly climbed about 50% over the past three months. I haven't seen any news or (much) insider buying. Does the current value seem reasonable?

Upvote 2

Read Answer Asked by Peter on February 27, 2026

• Heico Corporation (HEI $319.46)
  • $319.46 P/E (TTM): 70.52X Cap: $44.51B
  • View HEI Profile
  • View Questions on HEI

Q: HEI just announced earnings and the stock dropped like a rock. I would appreciate your thoughts on the earnings and on the company as a whole. Is it worth keeping or do you have a better idea in the sector. Thanks so much.

Upvote 2

Read Answer Asked by Brian on February 27, 2026

• goeasy Ltd. (GSY $107.38)
  • $107.38 P/E (TTM): 7.89X Cap: $1.72B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Propel Holdings Inc. (PRL $21.01)
  • $21.01 P/E (TTM): 9.8X Cap: $826M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Hi Guys

With all the bank earnings out, and the conference calls occurring, did you get a sense on how credit worthiness is doing? How were banks provisioning for loan losses? Thinking of Propel and Goeasy and whether they will get through this cycle just fine?

Thanks Stuart

Upvote 13

Read Answer Asked by Stuart on February 27, 2026

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $54.91)
  • $54.91 P/E (TTM): 18.27X Cap: $26.91B
  • View XIC Profile
  • View Questions on XIC
• Vanguard FTSE Developed Asia Pacific All Cap Index ETF (VA $57.38)
  • $57.38 P/E (TTM): 0.13X Cap: $259M
  • View VA Profile
  • View Questions on VA
• Vanguard S&P 500 Index ETF (VFV $166.62)
  • $166.62 P/E (TTM): 26.01X Cap: $28.31B
  • View VFV Profile
  • View Questions on VFV

Q: Using above 2 for Canada and USA
Can you suggest ETF for Asia

Upvote 5

Read Answer Asked by Pierre on February 27, 2026