Investment Q&A

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $172.03)
  • $172.03 P/E (TTM): 25.82X Cap: $2.04B
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Q: Gentlemen;

Can you comment on the recent earnings report? A very strong reaction to the report this morning.

Upvote 12

Read Answer Asked by Ronald on October 24, 2025

• Duke Energy Corporation (Holding Company) (DUK $115.59)
  • $115.59 P/E (TTM): 18.2X Cap: $89.88B
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• NextEra Energy Inc. (NEE $81.32)
  • $81.32 P/E (TTM): 26.0X Cap: $169.35B
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• Xcel Energy Inc. (XEL $73.73)
  • $73.73 P/E (TTM): 22.91X Cap: $43.61B
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• Fortis Inc. (FTS $70.55)
  • $70.55 P/E (TTM): 20.1X Cap: $35.65B
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• AltaGas Ltd. (ALA $40.63)
  • $40.63 P/E (TTM): 16.58X Cap: $12.16B
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• Capital Power Corporation (CPX $61.23)
  • $61.23 P/E (TTM): 21.5X Cap: $9.52B
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• BMO Equal Weight Utilities Index ETF (ZUT $25.12)
  • $25.12 P/E (TTM): 18.29X Cap: $845M
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• Hydro One Limited (H $52.65)
  • $52.65 P/E (TTM): 24.42X Cap: $31.57B
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• State Street Utilities Select Sector SPDR ETF (XLU $43.04)
  • $43.04 P/E (TTM): 22.83X Cap: $22.05B
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Q: What is the best way to play Utilities in Canada & US? Stocks or ETFs? Which ones? Thanks!

Upvote 18

Read Answer Asked by Austin on October 24, 2025

• Telesat Corporation Common and Variable Voting Shares (TSAT $40.18)
  • $40.18 Cap: $1.45B
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Q: views on this company going forward...thank you.

Upvote 5

Read Answer Asked by dan on October 24, 2025

• iShares Global Healthcare ETF (IXJ $96.49)
  • $96.49 P/E (TTM): 26.68X Cap: $4.43B
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• State Street Health Care Select Sector SPDR ETF (XLV $154.07)
  • $154.07 P/E (TTM): 23.97X Cap: $40.39B
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Q: Hello team, could you please give me your thoughts on XLV and IXJ.

Interested in how they compare and if you prefer one over the other. A good entry price would also be appreciated.

Thanks as always for your advice.
Paula

Upvote 3

Read Answer Asked by Paula on October 24, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $33.41)
  • $33.41 Cap: $13.05B
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• Galaxy Digital Inc. (GLXY $24.31)
  • $24.31 Cap: $9.49B
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Q: I recently bought a small position in Galaxy Digital. Am I correct that up until the launch of GalaxyOne, the platform was only open to institutional investors? Also, I was looking at the latest earnings and where does Treasury Management and Corporate fit in and what is it? Is it GLXY’s own investment in digital assets? Thanks.

Upvote 5

Read Answer Asked by Kim on October 24, 2025

• Seagate Technology Holdings PLC (STX $288.13)
  • $288.13 P/E (TTM): 37.07X Cap: $61.53B
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• Western Digital Corporation (WDC $174.58)
  • $174.58 P/E (TTM): 25.63X Cap: $59.68B
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• Pure Storage Inc. Class A (PSTG $69.72)
  • $69.72 P/E (TTM): 182.87X Cap: $23.01B
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Q: Hello. What is your outlook for the storage sector and which do you believe to be the better investment over the next few years? Thank you.

Upvote 5

Read Answer Asked by Edward on October 24, 2025

• Lumine Group Inc. (LMN $26.89)
  • $26.89 P/E (TTM): 103.94X Cap: $6.90B
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Q: I was doing very well with Lumine untill July . From a high of $ 55.00 to now 36.00. What's happening ? Thanks.

Upvote 16

Read Answer Asked by Frank on October 24, 2025

• Crescent Energy Company Class A (CRGY $8.26)
  • $8.26 Cap: $2.48B
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• Vital Energy Inc. par value $0.01 per share (VTLE $17.92)
  • $17.92 P/E (TTM): 2.75X Cap: $1.53B
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Q: Hi there. I'm wanting your opinion on this stock and whether it could be put into a portfolio at current price? Seems the sector may still be undervalued.

Upvote 4

Read Answer Asked by Kevin on October 24, 2025

• NVIDIA Corporation (NVDA $177.72)
  • $177.72 P/E (TTM): 43.43X Cap: $4.31T
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• CoreWeave Inc. (CRWV $69.50)
  • $69.50 Cap: $36.05B
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Q: hi,
can I get Peter's thoughts on the "circular" financing of AI deals going on please. can he compare this to the same phenomenon that was going on in the Dotcom bubble. Does Peter think this is starting to look like the companies propping up the AI theme overall? when an average investor looks into what these companies are involved in, one does not get much confidence in their "leaders" honesty and morality, which could lead an average investor to believe things are being manipulated.
cheers, Chris

Upvote 8

Read Answer Asked by chris on October 24, 2025

• Agnico Eagle Mines Limited (AEM $229.15)
  • $229.15 P/E (TTM): 28.79X Cap: $115.19B
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Q: Hi 5i team,

Wealthsimple allows clients to purchase physical gold in all accounts. My gold exposure is through AEM. Should I continue with AEM or switch to physical gold?

Best,
Matt

Upvote 5

Read Answer Asked by Matt on October 24, 2025

• Critical Infrastructure Technologies Ltd. (CTTT $0.98)
  • $0.98 Cap: $92M
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Q: (CTTT)Critical Infrastructure Tech

can you give me an opinion on their most recent news, insider buying and ownership, management, industry, balance sheet and outlook. Thank you.

Upvote 2

Read Answer Asked by James on October 24, 2025

• Cash (CAD dollars) (CASH.CAD $1.00)
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Q: What is the best place to park a sizeable amount of cash for a few weeks? Funds are required for home purchase, so no volatility, please.

Upvote 4

Read Answer Asked by Maureen on October 24, 2025

Q: In general, what is your opinion on investing in Mutual Funds? I just want to follow a dozen stocks and the rest in ETF, Index, or Mutual funds. But I hear Mutual Funds have a high MER.

Upvote 10

Read Answer Asked by Louis on October 24, 2025

• Rocket Doctor AI Inc. (AIDR $0.74)
  • $0.74 Cap: $57M
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Q: A company called Rocket Doctor was talked about on market call the other day. Is it worth than investing in?

Upvote 3

Read Answer Asked by Andrea on October 24, 2025

• Caterpillar Inc. (CAT $588.93)
  • $588.93 P/E (TTM): 30.72X Cap: $275.60B
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• Fluor Corporation (FLR $42.86)
  • $42.86 P/E (TTM): 2.19X Cap: $6.90B
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• Quanta Services Inc. (PWR $438.49)
  • $438.49 P/E (TTM): 64.91X Cap: $65.38B
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• Vulcan Materials Company (Holding Company) (VMC $292.01)
  • $292.01 P/E (TTM): 35.15X Cap: $39.21B
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• Xylem Inc. New (XYL $137.60)
  • $137.60 P/E (TTM): 35.34X Cap: $33.50B
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• Generac Holdlings Inc. (GNRC $155.36)
  • $155.36 P/E (TTM): 30.68X Cap: $9.43B
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• Eagle Materials Inc (EXP $222.76)
  • $222.76 P/E (TTM): 16.73X Cap: $7.14B
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• AECOM (ACM $98.35)
  • $98.35 P/E (TTM): 23.48X Cap: $13.06B
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• Jacobs Solutions Inc. (J $133.95)
  • $133.95 P/E (TTM): 57.03X Cap: $15.90B
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• Trane Technologies plc (TT $395.96)
  • $395.96 P/E (TTM): 30.11X Cap: $87.79B
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Q: Yesterday a BNN article indicated that preparation, clean-up and re-construction after natural disasters has become a growing and significant portion of the US GDP.

Please advise some companies in these categories that I could do some research on?

Thanks for all your help,

Mike

Upvote 3

Read Answer Asked by Michael on October 24, 2025

• Tourmaline Oil Corp. (TOU $60.97)
  • $60.97 P/E (TTM): 18.07X Cap: $23.59B
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• Tenaz Energy Corp. (TNZ $23.76)
  • $23.76 Cap: $674M
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Q: Hello 5i Team
I would like to add to the above stocks , do you see oil to start to make a comeback and would you recommend these stocks.Would you recommend any other stocks in the oil or gas industry?
Yesterday zoom was just fantastic with lots of takeaways of knowledge.
Thank very much.

Upvote 2

Read Answer Asked by claudio on October 24, 2025

• Blue Ant Media Corporation Subordinate Voting Shares (BAMI $7.90)
  • $7.90 Cap: $175M
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Q: Is this company in essence a lottery ticket or is there something worth considering?
Jim

Upvote 1

Read Answer Asked by James on October 24, 2025

• Kraken Robotics Inc. (PNG $5.91)
  • $5.91 P/E (TTM): 101.5X Cap: $1.81B
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• Zedcor Inc. (ZDC $5.48)
  • $5.48 P/E (TTM): 396.43X Cap: $577M
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• CECO Environmental Corp. (CECO $60.89)
  • $60.89 P/E (TTM): 42.93X Cap: $2.17B
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• EnerSys (ENS $144.83)
  • $144.83 P/E (TTM): 17.22X Cap: $5.44B
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• Karman Holdings Inc. (KRMN $67.19)
  • $67.19 P/E (TTM): 977.71X Cap: $8.89B
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Q: Could list your top 5 small cap stock picks trading in North America. I do have interest in stocks members of 5i own.

Upvote 25

Read Answer Asked by Dick on October 24, 2025

• EQB Inc. (EQB $98.49)
  • $98.49 P/E (TTM): 14.78X Cap: $3.70B
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Q: Even though it is trying to clean up its structure the price has gone from 108 in July to 88 today.

Are there other options in the financial sector that can offer more growth and more stability than EQB over the next few years?


Sheldon

Upvote 5

Read Answer Asked by Sheldon on October 24, 2025

Q: When looking at the stock portfolios and seeing the company grading (A, B, C, etc.) I understand that these are top level indicators of the company's performance, however, do they also indicate if the current price is a good entry point to buy the stock?

Upvote 5

Read Answer Asked by mike on October 24, 2025