Investment Q&A

• Meta Platforms Inc. (META $574.46)
  • $574.46 P/E (TTM): 24.36X Cap: $1.46T
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• Alphabet Inc. (GOOG $294.46)
  • $294.46 P/E (TTM): 26.54X Cap: $3.59T
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• Monolithic Power Systems Inc. (MPWR $1,118.49)
  • $1,118.49 P/E (TTM): 85.09X Cap: $54.93B
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• Pegasystems Inc. (PEGA $42.62)
  • $42.62 P/E (TTM): 19.93X Cap: $7.14B
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• Applovin Corporation (APP $386.37)
  • $386.37 P/E (TTM): 40.82X Cap: $130.31B
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• Genius Sports Limited (GENI $4.56)
  • $4.56 Cap: $1.16B
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• BlackSky Technology Inc. Class A (BKSY $30.81)
  • $30.81 Cap: $1.13B
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• Sportradar Group AG (SRAD $16.95)
  • $16.95 Cap: $5.18B
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• ODDITY Tech Ltd. (ODD $13.86)
  • $13.86 Cap: $785M
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• Nebius Group N.V. (NBIS $108.82)
  • $108.82 Cap: $25.91B
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• Sezzle Inc. (SEZL $63.76)
  • $63.76 P/E (TTM): 16.97X Cap: $2.15B
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• Nvidia CDR (CAD Hedged) (NVDA $39.98)
  • $39.98 P/E (TTM): 59.32X Cap: $5.93T
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Q: For a TFSA how would you rate this group. Willing to accept risk - looking for high return over 3-5 year period. Not tied to any If any not suitable, please suggest others. Bottom line - please advise your high conviction list of 7. Thank you.

Upvote 22

Read Answer Asked by sam on August 01, 2025

• iA Financial Corporation Inc. (IAG $157.39)
  • $157.39 P/E (TTM): 13.64X Cap: $14.43B
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Q: Thoughts on their purchase of Richardson Wealth? I know it's not a large purchase for them give mkt cap considerations, but do you think the gap they are filling makes sense for their investment division? Does their history in the space give you confidence that they can effectively integrate the purchase?

Upvote 4

Read Answer Asked by Doug on July 31, 2025

• Costco Wholesale Corporation (COST $1,014.96)
  • $1,014.96 P/E (TTM): 69.24X Cap: $442.12B
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• Dollarama Inc. (DOL $172.59)
  • $172.59 P/E (TTM): 36.02X Cap: $46.75B
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Q: Which would be your first choice between COST and DOL for initiating a full position today with a long term (multi year) horizon, and can you provide a bit of comparison between the two.

Upvote 15

Read Answer Asked by Steven on July 31, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $103.00)
  • $103.00 P/E (TTM): 13.63X Cap: $21.54B
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• Thomson Reuters Corporation (TRI $125.58)
  • $125.58 P/E (TTM): 27.72X Cap: $54.33B
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Q: After yesterday CGI Q results would you prefer TRI for more growth?

Upvote 10

Read Answer Asked by JR on July 31, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $103.00)
  • $103.00 P/E (TTM): 13.63X Cap: $21.54B
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Q: Your thoughts on GIB.A's results released today, please.

Upvote 7

Read Answer Asked by Theodore on July 31, 2025

• Tourmaline Oil Corp. (TOU $64.32)
  • $64.32 P/E (TTM): 92.47X Cap: $24.70B
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Q: Hi Guys
What did you think about TOU recent results. Sold off a bit on their release.

Stuart

Upvote 10

Read Answer Asked by Stuart on July 31, 2025

• GitLab Inc. (GTLB $22.57)
  • $22.57 Cap: $3.73B
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Q: Could you please comment on how Gitlab is progressing since your last update. Appears they have become cash flow positive the past 2 quarters. Would you wait for further improvement in capital efficiencies or is this starting to get interesting now?

Upvote 2

Read Answer Asked by Adam on July 31, 2025

• Toronto-Dominion Bank (The) (TD $132.51)
  • $132.51 P/E (TTM): 10.4X Cap: $221.13B
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• Bank of Nova Scotia (The) (BNS $97.64)
  • $97.64 P/E (TTM): 18.77X Cap: $120.33B
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• Canadian Natural Resources Limited (CNQ $66.15)
  • $66.15 P/E (TTM): 13.13X Cap: $134.83B
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• Sun Life Financial Inc. (SLF $88.50)
  • $88.50 P/E (TTM): 14.17X Cap: $49.03B
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• Constellation Software Inc. (CSU $2,441.27)
  • $2,441.27 P/E (TTM): 74.15X Cap: $51.80B
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• Intact Financial Corporation (IFC $247.18)
  • $247.18 P/E (TTM): 13.61X Cap: $43.63B
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• Fortis Inc. (FTS $79.02)
  • $79.02 P/E (TTM): 22.24X Cap: $40.09B
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• Descartes Systems Group Inc. (The) (DSG $99.49)
  • $99.49 P/E (TTM): 43.34X Cap: $8.55B
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• Toromont Industries Ltd. (TIH $195.66)
  • $195.66 P/E (TTM): 32.09X Cap: $15.93B
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• Hydro One Limited (H $58.25)
  • $58.25 P/E (TTM): 25.88X Cap: $34.93B
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• EQB Inc. (EQB $112.70)
  • $112.70 P/E (TTM): 18.67X Cap: $4.12B
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• Brookfield Corporation Class A Limited Voting Shares (BN $56.93)
  • $56.93 P/E (TTM): 76.74X Cap: $127.35B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $61.88)
  • $61.88 P/E (TTM): 30.31X Cap: $100.33B
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Q: What are your top highest conviction stocks right now for compound growth over next five years?

Upvote 37

Read Answer Asked by Gerry on July 31, 2025

• Intel Corporation (INTC $50.38)
  • $50.38 Cap: $240.79B
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Q: What are your thoughts on Intel?

Upvote 2

Read Answer Asked by Michael on July 31, 2025

• Advanced Micro Devices Inc. (AMD $217.50)
  • $217.50 P/E (TTM): 76.77X Cap: $342.71B
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• Zedcor Inc. (ZDC $4.91)
  • $4.91 P/E (TTM): 347.86X Cap: $518M
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Q: Which would you own for growth?

Upvote 4

Read Answer Asked by Peter on July 31, 2025

• Cellebrite DI Ltd. (CLBT $14.00)
  • $14.00 Cap: $3.46B
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Q: Hi,
Is CLBT still worth holding or are there better opportunities. Down 24% and considering if I should sell or add more.
Thanks

Upvote 4

Read Answer Asked by Marco on July 31, 2025

• Alphabet Inc. (GOOG $294.46)
  • $294.46 P/E (TTM): 26.54X Cap: $3.59T
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• NVIDIA Corporation (NVDA $177.39)
  • $177.39 P/E (TTM): 35.59X Cap: $4.27T
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• The Walt Disney Company (DIS $96.61)
  • $96.61 P/E (TTM): 14.19X Cap: $171.05B
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• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $163.62)
  • $163.62 P/E (TTM): 32.54X Cap: $2.52B
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• BMO Equal Weight Banks Index ETF (ZEB $59.93)
  • $59.93 P/E (TTM): 15.44X Cap: $5.22B
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• Nintendo Co (NTDOY)
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• Nebius Group N.V. (NBIS $108.82)
  • $108.82 Cap: $25.91B
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Q: I loved this recent question from Giovanni, big kudos to him and his son for taking the fantastic suggestions from 5i, and GIANT HIGH 5 to 5i team!
So to ask the same question today, my 30ish daughter has about 45k cash in TFSA. Also has some NTDOY, DIS ZQQ and ZEB. Ok with ETFs but I don't think there is as good a chance for towering home runs like NVDA.
Let's grow!

Upvote 26

Read Answer Asked by Greg on July 31, 2025

Q: New IPO. Figma. FIG

Thoughts? Worth jumping in on the hype?

Upvote 1

Read Answer Asked by Jim on July 31, 2025

• DXP Enterprises Inc. (DXPE $143.34)
  • $143.34 P/E (TTM): 26.02X Cap: $2.10B
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Q: Your opinion please and thank you.

Upvote 2

Read Answer Asked by Adam on July 31, 2025

• Tennessee Valley Authority (TVE $24.15)
  • $24.15 Cap: $1.03B
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Q: What appears to be the reason for the recent upward movement in TVE and is it sustainable in your opinion.Andrew.

Upvote 1

Read Answer Asked by ANDREW on July 31, 2025

Q: Hi 5i, Would you please share your opinion on FFRHX, Is it a good investment ?

Upvote 3

Read Answer Asked by Fernando on July 31, 2025

• Topicus.com Inc. (TOI $96.37)
  • $96.37 P/E (TTM): 293.44X Cap: $12.50B
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Q: What does the market expect from TOI tomorrow?

Thx

Upvote 3

Read Answer Asked by blake on July 31, 2025

• JPMorgan Chase & Co. (JPM $294.60)
  • $294.60 P/E (TTM): 14.7X Cap: $794.54B
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• RTX Corporation (RTX $196.21)
  • $196.21 P/E (TTM): 38.89X Cap: $262.08B
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Q: I have 30000 to reinvest in a RRIF account.
I’m well diversified but wondering if I should put it all into RTX, JPM or half into each. This amount represents about 5 percent of my portfolio. Thanks.

Upvote 3

Read Answer Asked by Dennis on July 31, 2025

• Agnico Eagle Mines Limited (AEM $290.14)
  • $290.14 P/E (TTM): 23.4X Cap: $146.27B
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Q: What's expected this Q? Can I ask in advance for your take on the numbers right after AEM reports? Thx

Upvote 2

Read Answer Asked by Tom on July 31, 2025

• Surge Energy Inc. (SGY $9.04)
  • $9.04 P/E (TTM): 24.1X Cap: $864M
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Q: Your thoughts please on the latest quarter? Markets seem to like it and would you be a buyer?

Thx

Upvote 1

Read Answer Asked by blake on July 31, 2025