Investment Q&A

• Suncor Energy Inc. (SU $79.45)
  • $79.45 P/E (TTM): 16.06X Cap: $92.29B
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• Canadian Natural Resources Limited (CNQ $63.78)
  • $63.78 P/E (TTM): 19.8X Cap: $129.55B
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• Tourmaline Oil Corp. (TOU $64.90)
  • $64.90 P/E (TTM): 88.33X Cap: $24.30B
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Q: Hello Team,
Can I have your top three Canadian energy names please.
Much appreciated!

Upvote 10

Read Answer Asked by Issaku on November 14, 2025

Q: With some miners turning there business models to Data Centers, do you guess the unit price here will move more on the Data centre theme or price of bitcoin? Same question for GLXY?

Upvote 5

Read Answer Asked by Charles on November 14, 2025

• Fortis Inc. Cumulative Redeemable 5-Year Fixed Rate Reset 1st Preference Series G (FTS.PR.G $24.92)
  • $24.92 P/E (TTM): 22.5X Cap: $39.83B
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Q: I have made good gains and dividends on fts.pr.g over time ,now at $25 trim ,sell or hold as I do not know how long this will stay up?

Upvote 4

Read Answer Asked by nick on November 14, 2025

Q: when is the best time to add dry powder during tax loss season. Is November to early or should we be waiting till end of December?
Thanks Dave

Upvote 7

Read Answer Asked by Dave on November 14, 2025

• Stingray Group Inc. Subordinate Voting Shares (RAY.A)
  • P/E (TTM): 22.49X Cap: $1.14B
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Q: Stingray released a very good earnings report last night and also announced a major acquisition, which they are calling transformational. The stock is up about 15% on the news, but still trades at a pretty cheap multiple. What do you think of it after these announcements? A couple of comments about it in the Forums section by Murray and I.

Upvote 3

Read Answer Asked by Dan on November 14, 2025

• Meta Platforms Inc. (META $649.86)
  • $649.86 P/E (TTM): 27.56X Cap: $1.65T
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• Alphabet Inc. (GOOG $309.05)
  • $309.05 P/E (TTM): 28.31X Cap: $3.71T
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• Intuitive Surgical Inc. (ISRG $485.17)
  • $485.17 P/E (TTM): 62.71X Cap: $172.54B
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• NVIDIA Corporation (NVDA $186.04)
  • $186.04 P/E (TTM): 37.28X Cap: $4.48T
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• Booking Holdings Inc. (BKNG $4,334.86)
  • $4,334.86 P/E (TTM): 26.73X Cap: $138.46B
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• JPMorgan Chase & Co. (JPM $286.80)
  • $286.80 P/E (TTM): 14.49X Cap: $778.71B
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• Oracle Corporation (ORCL $164.75)
  • $164.75 P/E (TTM): 28.49X Cap: $429.38B
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• United Rentals Inc. (URI $778.97)
  • $778.97 P/E (TTM): 21.26X Cap: $48.87B
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• Walmart Inc. (WMT $124.74)
  • $124.74 Cap: $997.22B
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• Axon Enterprise Inc. (AXON $519.62)
  • $519.62 P/E (TTM): 370.24X Cap: $42.60B
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• CECO Environmental Corp. (CECO $55.15)
  • $55.15 P/E (TTM): 37.78X Cap: $1.93B
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• EnerSys (ENS $161.89)
  • $161.89 P/E (TTM): 20.02X Cap: $5.96B
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• RTX Corporation (RTX $207.69)
  • $207.69 P/E (TTM): 41.98X Cap: $278.61B
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• Coinbase Global Inc (COIN $195.44)
  • $195.44 P/E (TTM): 44.9X Cap: $51.89B
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• Robinhood Markets Inc. (HOOD $77.75)
  • $77.75 P/E (TTM): 38.9X Cap: $70.70B
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• Nebius Group N.V. (NBIS $109.92)
  • $109.92 Cap: $22.96B
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• Galaxy Digital Inc. (GLXY $21.56)
  • $21.56 Cap: $8.52B
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Q: Hello 5i,

Following my SEPT 30th question and joining portfolio analytics I’ve embarked on my retooling. Following some of the great suggestions, still entering haha.

Long, Eq Wt; JPM, BN, NVDA, GOOG, META, NBIS, HOOD, COIN, GLXY, ORCL, AXON.

Starters; KRMN, CLS, SHOP, URI, WMT, CSU.

If this is YOUR U.S. portfolio what are the
next 3 full positions? And 2 starters to build out?

Yours truly, acutely aware of the risk etc etc.

Upvote 9

Read Answer Asked by Adam on November 14, 2025

• PRO Real Estate Investment Trust (PRV.UN $6.22)
  • $6.22 P/E (TTM): 17.14X Cap: $424M
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Q: Ca n you comment on their most recent quarterly earnings, are they trending in the right direction?

Thanks

Peter

Upvote 2

Read Answer Asked by Peter on November 14, 2025

• OptimizeRx Corporation (OPRX $6.56)
  • $6.56 Cap: $122M
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Q: This healthcare tech stock just reported earnings, and appears to have beat on all marks. Yet the stock has dropped significantly since reporting. Wondering if you could give me your analysis if this is a good opportunity to buy relative to other healthcare tech, given its valuation metrics, support and resistance, and current growth trajectory. Any other similar small cap names in healthcare like this intrigue you right now?

Upvote 1

Read Answer Asked by Thomas on November 14, 2025

• Lumine Group Inc. (LMN $24.45)
  • $24.45 P/E (TTM): 100.99X Cap: $6.60B
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Q: I look at LMN everyday and I start to cry. What is going on that it can slide every day?

How do I stop crying?

Upvote 15

Read Answer Asked by Robert on November 14, 2025

• Vital Infrastructure Property Trust Tr Unit (NWH.UN)
  • P/E (TTM): 19.55X Cap: $1.41B
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Q: Please comment on Q3 results.

Thanks

Yves

Upvote 2

Read Answer Asked by Yves on November 14, 2025

Q: Hi All, can you provide with a list of companies to your liking that they are good value for the tax selling season. Thanks

Upvote 5

Read Answer Asked by John on November 14, 2025

• Northland Power Inc. (NPI $21.55)
  • $21.55 Cap: $5.59B
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Q: Would you consider selling this stock for tax loss at this time ? Waiting for recovery may take some time.
Thank you.
Miroslaw

Upvote 2

Read Answer Asked by Miroslaw on November 14, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $55.37)
  • $55.37 P/E (TTM): 82.17X Cap: $127.13B
  • View BN Profile
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Q: Hello. Would love your thoughts on BN's earnings. Seems like the market did not like them - ADD or HOLD on the ~6.5% move lower on Thursday?

Thanks as always.

Upvote 9

Read Answer Asked by Trevor on November 14, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $55.37)
  • $55.37 P/E (TTM): 82.17X Cap: $127.13B
  • View BN Profile
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Q: Why was BN down by more than 6% today. Is it a buy or a sell

Upvote 5

Read Answer Asked by Lakis on November 14, 2025

• Global X Equal Weight Canadian Telecommunications Index ETF (RING $19.02)
  • $19.02 P/E (TTM): 5.92X Cap: $464M
  • View RING Profile
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Q: Could I have your opinion on RING, as a means of holding some telcos but with a diversified approach. My main objective is dividend income in what I hope would be a somewhat stable industry (overall at least) in the event of a correction. Does RING use any leverage/options? If you prefer an individual CDN company, which would it be and why.
Thank-you

Upvote 2

Read Answer Asked by grant on November 14, 2025

• Motorola Solutions Inc. (MSI $462.40)
  • $462.40 P/E (TTM): 35.92X Cap: $76.88B
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Q: what are your thoughts about the earnings, is it a buy, sell or hold?

Upvote 1

Read Answer Asked by selina on November 14, 2025

Q: Hello 5i, I am watching BNN today Nov 11/25 and they only advertise Oil and Natural Gas prices that are not what Canadian producers get for there products sent to the US.
Is there a link to a web site that compares the differences on both commodities on a daily bases. WTI 61.02 WCS ? Natural Gas 4.56 Canadian Producers ?
Could you also indicate what the difference was on Nov 11/25 for both.

Upvote 1

Read Answer Asked by Michael on November 14, 2025

Q: Please provide your comments on the investibility of this company.
Thanks

Upvote 1

Read Answer Asked by Sam on November 14, 2025

• Constellation Software Inc. (CSU $2,734.98)
  • $2,734.98 P/E (TTM): 69.74X Cap: $62.27B
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• ARC Resources Ltd. (ARX $27.29)
  • $27.29 P/E (TTM): 6.61X Cap: $15.14B
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• Tourmaline Oil Corp. (TOU $64.90)
  • $64.90 P/E (TTM): 88.33X Cap: $24.30B
  • View TOU Profile
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• Celestica Inc. (CLS $368.20)
  • $368.20 P/E (TTM): 37.34X Cap: $42.02B
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• Ninepoint Energy Income FUnd (NRGI)
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• Lumine Group Inc. (LMN $24.45)
  • $24.45 P/E (TTM): 100.99X Cap: $6.60B
  • View LMN Profile
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Q: Hi not impressed with NRGI am down 20% and have been invested since inception.

Also up 20% on ARX and even on TOU+ down 35% on LMN thinking of selling ARX and NRGI + LMN and buying more TOU and CSU/CLS What's your thoughts on this change going FWD

Upvote 5

Read Answer Asked by Terence on November 14, 2025

Q: I "used to believe" that TFSA was an indication to buy "excellent " growth stocks with strong potential..The problem is that, if only 1-2 of those drops significantly ,they could easily annihilate all other gains ! It appears to me that selling stocks in a TFSA when they double or more, and selling stocks that keep going down (with 10-15 % loss) ,in order to balance the portfolio,is quite helpful. Your feedback or suggestion shall be appreciated.

Upvote 7

Read Answer Asked by Jean-Yves on November 14, 2025