Investment Q&A

• Dollarama Inc. (DOL $195.80)
  • $195.80 P/E (TTM): 41.11X Cap: $54.05B
  • View DOL Profile
  • View Questions on DOL
• Celestica Inc. (CLS $365.54)
  • $365.54 P/E (TTM): 34.88X Cap: $41.79B
  • View CLS Profile
  • View Questions on CLS
• Thomson Reuters Corporation (TRI $140.74)
  • $140.74 P/E (TTM): 28.68X Cap: $67.33B
  • View TRI Profile
  • View Questions on TRI
• TerraVest Industries Inc. (TVK $144.23)
  • $144.23 Cap: $3.10B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $191.12)
  • $191.12 P/E (TTM): 28.06X Cap: $2.25B
  • View HPS.A Profile
  • View Questions on HPS.A
• Aritzia Inc. Subordinate Voting Shares (ATZ $112.72)
  • $112.72 Cap: $12.86B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Propel Holdings Inc. (PRL $19.83)
  • $19.83 P/E (TTM): 10.41X Cap: $809M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: I have the following small/mid caps in my portfolio. Can you rate them in term of potential growth in the next 3 years, starting with most preferred to least preferred?
High volatility is acceptable and I am not concerned about sector exposure.
Thank you very much.

ATZ
CLS
DOL
HPS.A
PRL
TRI
TVK

Upvote 13

Read Answer Asked by Anh on November 05, 2025

Q: Hello 5I,
The following 6 Canadian companies compose of 30% ish of my total stock portfolio.
I know weightings are personal but would YOU be able to comment if you see any problem with these concentrated positions? Too concentrated, need to spread them out more evenly? Missing some other critical holdings to complement the holdings?

CSU - 8.73%
BN - 8.29%
ATD - 5.12%
CP - 2.15%
X - 3.77%
CNQ - 1.63%
Total: 30% ish of portfolio

Upvote 3

Read Answer Asked by Anh on November 05, 2025

• NuVista Energy Ltd. (NVA $19.04)
  • $19.04 P/E (TTM): 11.66X Cap: $3.68B
  • View NVA Profile
  • View Questions on NVA
• Ovintiv Inc. (OVV $71.86)
  • $71.86 P/E (TTM): 10.94X Cap: $18.47B
  • View OVV Profile
  • View Questions on OVV

Q: What are your thoughts on the take over offer?
I'm surprised the board has accepted such a puny premium - which, given that the offer is only 50% cash may turn out to be no premium, or worse.
What do you think might be the chances of a rival offer? What about odds of shareholder acceptance?
Thanks,

Upvote 2

Read Answer Asked by Peter on November 05, 2025

• Blackline Safety Corp. (BLN $7.00)
  • $7.00 Cap: $611M
  • View BLN Profile
  • View Questions on BLN
• Kraken Robotics Inc. (PNG $10.23)
  • $10.23 P/E (TTM): 139.33X Cap: $2.81B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $5.45)
  • $5.45 P/E (TTM): 389.29X Cap: $555M
  • View ZDC Profile
  • View Questions on ZDC
• Vitalhub Corp. (VHI $8.31)
  • $8.31 P/E (TTM): 164.31X Cap: $531M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• Zoomd Technologies Ltd. (ZOMD $1.06)
  • $1.06 P/E (TTM): 4.42X Cap: $106M
  • View ZOMD Profile
  • View Questions on ZOMD

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 $23.72)
  • $23.72 P/E (TTM): 14.54X Cap: $945M
  • View MKP Profile
  • View Questions on MKP

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 $175.78)
  • $175.78 P/E (TTM): 140.01X Cap: $236.59B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Global Payments Inc. (GPN $73.54)
  • $73.54 P/E (TTM): 14.95X Cap: $20.93B
  • View GPN Profile
  • View Questions on GPN
• Shift4 Payments Inc. Class A (FOUR $46.88)
  • $46.88 P/E (TTM): 68.48X Cap: $3.83B
  • View FOUR Profile
  • View Questions on FOUR
• Toast Inc. Class A (TOST $28.90)
  • $28.90 P/E (TTM): 54.19X Cap: $17.36B
  • View TOST Profile
  • View Questions on TOST

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 $19.83)
  • $19.83 P/E (TTM): 10.41X Cap: $809M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

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 $306.93)
  • $306.93 P/E (TTM): 27.59X Cap: $3.70T
  • View GOOG Profile
  • View Questions on GOOG
• Walmart Inc. (WMT $125.12)
  • $125.12 Cap: $991.01B
  • View WMT Profile
  • View Questions on WMT
• Pinterest Inc. Class A (PINS $19.37)
  • $19.37 P/E (TTM): 32.8X Cap: $13.06B
  • View PINS Profile
  • View Questions on PINS

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 $20.67)
  • $20.67 Cap: $9.19B
  • View U Profile
  • View Questions on U

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 $97.00)
  • $97.00 P/E (TTM): 15.84X Cap: $5.26B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ

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 $88.49)
  • $88.49 P/E (TTM): 17.46X Cap: $1.31B
  • View CJT Profile
  • View Questions on CJT

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 $107.89)
  • $107.89 P/E (TTM): 339.61X Cap: $14.40B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $25.72)
  • $25.72 P/E (TTM): 103.9X Cap: $6.68B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

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 $29.64)
  • $29.64 Cap: $11.39B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

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 $140.74)
  • $140.74 P/E (TTM): 28.68X Cap: $67.33B
  • View TRI Profile
  • View Questions on TRI

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 $20.02)
  • $20.02 P/E (TTM): 31.96X Cap: $214M
  • View BIGY Profile
  • View Questions on BIGY

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 $19.83)
  • $19.83 P/E (TTM): 10.41X Cap: $809M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

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 $18.23)
  • $18.23 Cap: $5.64B
  • View SRAD Profile
  • View Questions on SRAD

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 $92.95)
  • $92.95 P/E (TTM): 6.46X Cap: $16.20B
  • View ATRL Profile
  • View Questions on ATRL

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 $997.36)
  • $997.36 P/E (TTM): 69.36X Cap: $446.22B
  • View COST Profile
  • View Questions on COST
• Intuitive Surgical Inc. (ISRG $485.85)
  • $485.85 P/E (TTM): 62.28X Cap: $175.27B
  • View ISRG Profile
  • View Questions on ISRG
• Microsoft Corporation (MSFT $405.76)
  • $405.76 P/E (TTM): 25.58X Cap: $3.04T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $184.77)
  • $184.77 P/E (TTM): 36.29X Cap: $4.43T
  • View NVDA Profile
  • View Questions on NVDA
• Eli Lilly and Company (LLY $1,001.35)
  • $1,001.35 P/E (TTM): 43.15X Cap: $952.74B
  • View LLY Profile
  • View Questions on LLY
• Walmart Inc. (WMT $125.12)
  • $125.12 Cap: $991.01B
  • View WMT Profile
  • View Questions on WMT
• Tesla Inc. (TSLA $399.24)
  • $399.24 P/E (TTM): 367.34X Cap: $1.49T
  • View TSLA Profile
  • View Questions on TSLA
• CrowdStrike Holdings Inc. (CRWD $436.33)
  • $436.33 Cap: $110.10B
  • View CRWD Profile
  • View Questions on CRWD
• DoorDash Inc. (DASH $169.93)
  • $169.93 P/E (TTM): 84.12X Cap: $77.83B
  • View DASH Profile
  • View Questions on DASH
• Robinhood Markets Inc. (HOOD $78.53)
  • $78.53 P/E (TTM): 37.79X Cap: $71.43B
  • View HOOD Profile
  • View Questions on HOOD
• Howmet Aerospace Inc. (HWM $253.91)
  • $253.91 P/E (TTM): 67.42X Cap: $101.89B
  • View HWM Profile
  • View Questions on HWM

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 $40.66)
  • $40.66 Cap: $4.03B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS

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