Investment Q&A

• Blackline Safety Corp. (BLN $6.66)
  • $6.66 Cap: $561M
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• Kraken Robotics Inc. (PNG $8.09)
  • $8.09 P/E (TTM): 125.17X Cap: $2.52B
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• Zedcor Inc. (ZDC $6.11)
  • $6.11 P/E (TTM): 427.86X Cap: $639M
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• Vitalhub Corp. (VHI $8.12)
  • $8.12 P/E (TTM): 155.88X Cap: $508M
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• Zoomd Technologies Ltd. (ZOMD $0.99)
  • $0.99 P/E (TTM): 4.12X Cap: $91M
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Q: Hello 5i Team

If we get a correct in the market would you have concerns with the above stocks. Would they still be a long term hold?
Thanks

Upvote 10

Read Answer Asked by claudio on November 05, 2025

• MCAN Mortgage Corporation (MKP $24.11)
  • $24.11 P/E (TTM): 14.38X Cap: $964M
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Q: Hello 5i Guys

I'm looking for income (not worried about growth) and see MKP pays a nice dividend. Interest Rates are trending lower so maybe mortgage renewals won't be terrible.

What's your opinion of MKP for stability and (somewhat) consistency on the dividend for an income investor.

Thanks
Ken

Upvote 4

Read Answer Asked by Kenneth on November 05, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.76)
  • $168.76 P/E (TTM): 85.09X Cap: $217.22B
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• Global Payments Inc. (GPN $80.14)
  • $80.14 P/E (TTM): 10.61X Cap: $22.75B
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• Shift4 Payments Inc. Class A (FOUR $58.22)
  • $58.22 P/E (TTM): 26.41X Cap: $5.24B
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• Toast Inc. Class A (TOST $27.50)
  • $27.50 P/E (TTM): 64.78X Cap: $16.26B
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Q: Your general thoughts and analysis on Global Payments please, thanks.

Upvote 2

Read Answer Asked by MG on November 05, 2025

• Propel Holdings Inc. (PRL $22.12)
  • $22.12 P/E (TTM): 11.48X Cap: $905M
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Q: Why would PRL increase their dividend if they knew they would not meet their profit estimate ?

Upvote 6

Read Answer Asked by Allen on November 05, 2025

• Alphabet Inc. (GOOG $303.29)
  • $303.29 P/E (TTM): 28.01X Cap: $3.65T
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• Walmart Inc. (WMT $126.25)
  • $126.25 Cap: $1T
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• Pinterest Inc. Class A (PINS $16.63)
  • $16.63 P/E (TTM): 25.43X Cap: $10.89B
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Q: PINS Greetings 5i, please provide your analysis of the quarterly earnings report and outlook. Do you think the market reaction is overdone?
Thank you.

Upvote 3

Read Answer Asked by Barbara on November 05, 2025

• Unity Software Inc. (U $18.37)
  • $18.37 Cap: $8.03B
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Q: Greetings 5i, please provide your analysis of the quarterly earnings report and outlook. Would you continue to hold? Thank you.

Upvote 1

Read Answer Asked by Barbara on November 05, 2025

• Stella-Jones Inc. (SJ $96.67)
  • $96.67 P/E (TTM): 16.03X Cap: $5.35B
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Q: Your thoughts please on the quarter ? Thx I believe this is covered by your reports.

Upvote 2

Read Answer Asked by blake on November 05, 2025

• Cargojet Inc. Common and Variable Voting Shares (CJT $97.16)
  • $97.16 P/E (TTM): 12.78X Cap: $1.44B
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Q: What are your thoughts about CJT most recent results? What are the prospects for this company going forward? Why is the stock falling so much?

Upvote 4

Read Answer Asked by Irwin on November 05, 2025

• Topicus.com Inc. (TOI $88.30)
  • $88.30 P/E (TTM): 696.2X Cap: $7.35B
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• Lumine Group Inc. (LMN $18.66)
  • $18.66 P/E (TTM): 70.17X Cap: $4.69B
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Q: Which one between TOI and LMN has better potential over the next 6 months? Both have done poorly recently. Would you be a buyer of either one today?

Upvote 10

Read Answer Asked on November 05, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $29.13)
  • $29.13 Cap: $11.62B
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Q: does GLXY have enough current income to pay the current interest on its entire debt? when calculating please include the interest expense on the latest issue of convertible debt thanks Richard

Upvote 8

Read Answer Asked by richard on November 05, 2025

• Thomson Reuters Corporation (TRI $116.02)
  • $116.02 P/E (TTM): 21.49X Cap: $52.21B
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Q: How can TRI investors justify a P/e of 42X and a P/b of 5.48X

on 7% to 9% growth projection?

Upvote 6

Read Answer Asked by David on November 05, 2025

• Evolve US Equity UltraYield ETF (BIGY $19.39)
  • $19.39 P/E (TTM): 31.86X Cap: $197M
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Q: What are your thoughts on this BIGY ETF. I already own QDAY ETF. Are they both similar ETF or is it ok to own both.

Thank you for your excellent service.

Upvote 1

Read Answer Asked by Hector on November 05, 2025

• Propel Holdings Inc. (PRL $22.12)
  • $22.12 P/E (TTM): 11.48X Cap: $905M
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Q: Would you consider doubling down on this one nearing 52 week low? In a TFSA so no tax loss advantage. Or lick my wounds sell and move on?Thanks Larry

Upvote 10

Read Answer Asked by Larry on November 05, 2025

• Sportradar Group AG (SRAD $17.35)
  • $17.35 Cap: $5.14B
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Q: Could i have your analysis of results - market not impressed

Upvote 3

Read Answer Asked by Scott on November 05, 2025

• AtkinsRéalis Group Inc. (ATRL $94.93)
  • $94.93 P/E (TTM): 6.35X Cap: $15.51B
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Q: What is your opinion on Atkins Realis Group and its current valuation ? This Co seems to have a stronghold in the infrastructure space globally including expertise in Nuclear reactors market. ( with all the power/energy needs around datacentres and US Admn push for nuclear energy).

We took a small initial position, with today's market pullback.

We also own WSP Global, for a while with a 3% position.

Does it make sense to own Both with an even split or just one holding is enough for this sector ? And if so, which will be your favorite and why ?

Thank You

Upvote 4

Read Answer Asked by rajeev on November 05, 2025

• Costco Wholesale Corporation (COST $988.22)
  • $988.22 P/E (TTM): 70.33X Cap: $442.12B
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• Intuitive Surgical Inc. (ISRG $497.74)
  • $497.74 P/E (TTM): 62.69X Cap: $177.83B
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• Microsoft Corporation (MSFT $396.92)
  • $396.92 P/E (TTM): 24.82X Cap: $2.96T
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• NVIDIA Corporation (NVDA $186.90)
  • $186.90 P/E (TTM): 45.9X Cap: $4.56T
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• Eli Lilly and Company (LLY $1,020.73)
  • $1,020.73 P/E (TTM): 45.14X Cap: $962.75B
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• Walmart Inc. (WMT $126.25)
  • $126.25 Cap: $1T
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• Tesla Inc. (TSLA $410.92)
  • $410.92 P/E (TTM): 380.21X Cap: $1.54T
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• CrowdStrike Holdings Inc. (CRWD $419.82)
  • $419.82 Cap: $104.81B
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• DoorDash Inc. (DASH $176.01)
  • $176.01 P/E (TTM): 81.58X Cap: $69.10B
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• Robinhood Markets Inc. (HOOD $74.91)
  • $74.91 P/E (TTM): 31.43X Cap: $67.62B
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• Howmet Aerospace Inc. (HWM $249.50)
  • $249.50 P/E (TTM): 68.07X Cap: $99.97B
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Q: What might be 10 stocks (trading on a usa exchange but not necessarily a US company) that you would suggest holding for all of 2026 as a portfolio. Thank you.

Jason

Upvote 22

Read Answer Asked by Jason on November 05, 2025

• ATS Corporation (ATS $44.39)
  • $44.39 Cap: $4.21B
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Q: Hi there, can you please give an update on ATS earnings report yesterday?

Thanks.

Upvote 3

Read Answer Asked by Robert on November 05, 2025

• Kratos Defense & Security Solutions Inc. (KTOS $104.54)
  • $104.54 P/E (TTM): 707.46X Cap: $16.55B
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Q: Please give your thoughts on earnings and future prospects.
Thanks.

Upvote 2

Read Answer Asked by Catherine on November 05, 2025

• Miscellaneous (MISC)
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Q: Example on the 4th early morning indicated a big down day for the Market. As I have done in the past, I try to buy a couple on sale but when it opens up, within a short period of time, stocks are down 5% to 10%. I usually say I will buy the ones that are down the most. These are usually stocks in my account. They start going up and then they come down and go up and down. I end up getting a 10% stock at 5% less and after an hour or so, the stock is down 10% again. How should I purchase in this type of a mad scramble in the early morning?
Your expertise is greatly appreciated.

Upvote 15

Read Answer Asked by Dennis on November 05, 2025

• Meta Platforms Inc. (META $641.87)
  • $641.87 P/E (TTM): 27.22X Cap: $1.62T
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• Axon Enterprise Inc. (AXON $441.10)
  • $441.10 P/E (TTM): 136.26X Cap: $34.14B
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Q: Hi Folks,
Looking to trim some GOOG and buying either META or AXON. May I have your opinion as to which one you recommend today.
Thanks

Upvote 8

Read Answer Asked by JOHN on November 05, 2025