Investment Q&A

• Intact Financial Corporation (IFC $257.61)
  • $257.61 P/E (TTM): 13.93X Cap: $46B
  • View IFC Profile
  • View Questions on IFC
• Magna International Inc. (MG $76.64)
  • $76.64 P/E (TTM): 18.84X Cap: $21.63B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Trisura Group Ltd. (TSU $44.60)
  • $44.60 P/E (TTM): 14.82X Cap: $2.11B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• Nutrien Ltd. (NTR $109.02)
  • $109.02 P/E (TTM): 38.37X Cap: $51.44B
  • View NTR Profile
  • View Questions on NTR
• Propel Holdings Inc. (PRL $19.02)
  • $19.02 P/E (TTM): 9.11X Cap: $723M
  • 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 11

Read Answer Asked by Kenny on February 27, 2026

• Donaldson Company Inc. (DCI $85.16)
  • $85.16 P/E (TTM): 26.98X Cap: $10.24B
  • 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 $4.43)
  • $4.43 Cap: $216M
  • View GRID Profile
  • View Questions on GRID
• Electrovaya Inc. (ELVA $11.34)
  • $11.34 P/E (TTM): 80.06X Cap: $542M
  • 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 5

Read Answer Asked by Marco on February 27, 2026

• BluMetric Environmental Inc. (BLM $1.05)
  • $1.05 Cap: $57M
  • 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 $268.41)
  • $268.41 P/E (TTM): 75.92X Cap: $101.28B
  • 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 $59.79)
  • $59.79 P/E (TTM): 28.47X Cap: $35.85B
  • 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 $5.61)
  • $5.61 P/E (TTM): 378.57X Cap: $576M
  • 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 12

Read Answer Asked by Warren on February 27, 2026

• AirBoss of America Corp. (BOS $6.64)
  • $6.64 Cap: $180M
  • 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 3

Read Answer Asked by Peter on February 27, 2026

• Heico Corporation (HEI $292.21)
  • $292.21 P/E (TTM): 57.01X Cap: $40.66B
  • 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 $38.24)
  • $38.24 P/E (TTM): 2.6X Cap: $542M
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Propel Holdings Inc. (PRL $19.02)
  • $19.02 P/E (TTM): 9.11X Cap: $723M
  • 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 15

Read Answer Asked by Stuart on February 27, 2026

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.75)
  • $52.75 P/E (TTM): 18.19X Cap: $25.79B
  • View XIC Profile
  • View Questions on XIC
• Vanguard FTSE Developed Asia Pacific All Cap Index ETF (VA $53.17)
  • $53.17 P/E (TTM): 0.13X Cap: $268M
  • View VA Profile
  • View Questions on VA
• Vanguard S&P 500 Index ETF (VFV $163.51)
  • $163.51 P/E (TTM): 26.01X Cap: $27.86B
  • View VFV Profile
  • View Questions on VFV

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

Upvote 6

Read Answer Asked by Pierre on February 27, 2026

• NortonLifeLock (GEN)
  • P/E (TTM): 131.9X
  • View GEN Profile
  • View Questions on GEN
• Fortinet Inc. (FTNT $83.16)
  • $83.16 P/E (TTM): 34.34X Cap: $62.51B
  • View FTNT Profile
  • View Questions on FTNT
• CrowdStrike Holdings Inc. (CRWD $433.20)
  • $433.20 Cap: $107.49B
  • View CRWD Profile
  • View Questions on CRWD

Q: Can you provide your comments on the growth profiles, historical and in the next few years, for both of them?
Which one of the two would you side with today, if growth and valuation both are equally important. Suggest if you have a new name instead.

Upvote 5

Read Answer Asked by Jabs on February 27, 2026

• Zoom Communications Inc. (ZM $75.99)
  • $75.99 P/E (TTM): 11.95X Cap: $22.08B
  • View ZM Profile
  • View Questions on ZM

Q: Greetings 5i, your updated opinion and analysis on this company and its future prospects please. Thank you.

Upvote 3

Read Answer Asked by Barbara on February 27, 2026

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $21.14)
  • $21.14 P/E (TTM): 49.04X Cap: $758M
  • View ZWE Profile
  • View Questions on ZWE

Q: Does ZWE have a management fee .65% plus a MER .73% or just the MER ? Also is it a good fairly safe longer term buy and hold for income and diversification ?

Upvote 3

Read Answer Asked by nick on February 27, 2026

• Lumine Group Inc. (LMN $24.87)
  • $24.87 P/E (TTM): 97.04X Cap: $6.33B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Lumine has been a "disaster" for me. Worst performer in my portfolio, by far. Yet your conviction for the company remains strong. Can you please explain why you continue to feel bullish about the company & if you would hold or gradually buy more at the current price? Thank you.

Upvote 19

Read Answer Asked by Paul on February 27, 2026

• Global X 0-3 Month T-Bill ETF (CBIL $50.03)
  • $50.03 Cap: $2.04B
  • View CBIL Profile
  • View Questions on CBIL
• iShares 0-3 Month Treasury Bond ETF (SGOV $100.54)
  • $100.54 Cap: $78.65B
  • View SGOV Profile
  • View Questions on SGOV

Q: I hold this in a US account. Is there a comparable investment for my Canadian account. Thank you for your guidance.

Upvote 2

Read Answer Asked by Barry on February 27, 2026

• AST SpaceMobile Inc. (ASTS $95.70)
  • $95.70 Cap: $34.04B
  • View ASTS Profile
  • View Questions on ASTS

Q: Hi 5i Team,
I see a few older questions related to ASTS - but was wondering if you can provide some commentary on this company with the updates in the last year or so:
- Golden Dome funding
- US Space Development Agency Contract (30M)
- Launch cadence timings on Blue Origin
- Financing package from mid Feb
- Bluebird 6 launch Dec on ISRO

Is it a buy at current prices?

Upvote 3

Read Answer Asked by Andrew on February 27, 2026

• Thomson Reuters Corporation (TRI $130.92)
  • $130.92 P/E (TTM): 29.2X Cap: $58.34B
  • View TRI Profile
  • View Questions on TRI
• XPO Inc. (XPO $188.35)
  • $188.35 P/E (TTM): 68.57X Cap: $21.70B
  • View XPO Profile
  • View Questions on XPO

Q: So XPO has outperformed TFI over the last year, would you buy it over TFI and do you feel that both are buys today.

Upvote 4

Read Answer Asked by eugene on February 27, 2026

• KKR & Co. Inc. (KKR $88.97)
  • $88.97 P/E (TTM): 36.72X Cap: $76.76B
  • View KKR Profile
  • View Questions on KKR
• Blackstone Inc. (BX $112.00)
  • $112.00 P/E (TTM): 27.52X Cap: $79.50B
  • View BX Profile
  • View Questions on BX
• Brookfield Corporation Class A Limited Voting Shares (BN $54.48)
  • $54.48 P/E (TTM): 77.5X Cap: $120.35B
  • View BN Profile
  • View Questions on BN

Q: I know you still like BN even as a top pick for TFSA but since all the other private credit names are suffering this one seems to be lagging. I know you feel it is not the same, but it seems like others see it as similar to Apollo, Blackstone, or KKR and are lumping it with that group. Can you please explain how we need to view this company differently and how to remain patient?

Upvote 6

Read Answer Asked by Neil on February 27, 2026

• Toronto-Dominion Bank (The) (TD $131.42)
  • $131.42 P/E (TTM): 10.25X Cap: $217.43B
  • View TD Profile
  • View Questions on TD

Q: Please rate the Canadian Banks on valuation,highest to lowest.Thanks.

Upvote 5

Read Answer Asked by Maurice on February 27, 2026