Investment Q&A

• Topicus.com Inc. (TOI $136.03)
  • $136.03 P/E (TTM): 65.72X Cap: $11.19B
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Q: Your thoughts on Topicus quarter, please. Do you expect the market reaction to be better than Lumine ?

Thank You

Upvote 2

Read Answer Asked by rajeev on November 04, 2025

• Propel Holdings Inc. (PRL $25.32)
  • $25.32 P/E (TTM): 12.22X Cap: $987M
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Q: Could you comment on PRL's earnings? Thanks

Upvote 3

Read Answer Asked by Jeff on November 04, 2025

• Arista Networks Inc. (ANET $153.55)
  • $153.55 P/E (TTM): 61.84X Cap: $198.06B
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Q: Hi, Could you please comment on ANET earnings. Thank you

Upvote 1

Read Answer Asked by francis on November 04, 2025

• Axon Enterprise Inc. (AXON $706.13)
  • $706.13 P/E (TTM): 179.06X Cap: $55.43B
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Q: Can you comment on AXON, please . Stock is down 20%, after hours, post earnings.

Should we Hold or Sell ?

Thank you

Upvote 2

Read Answer Asked by rajeev on November 04, 2025

• Zedcor Inc. (ZDC $6.69)
  • $6.69 P/E (TTM): 410.0X Cap: $704M
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Q: What are your thoughts on the upcoming Zedcor earnings?

Upvote 5

Read Answer Asked by Kim on November 04, 2025

• Valhi Inc. (VHI $12.61)
  • $12.61 P/E (TTM): 3.93X Cap: $356M
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Q: How would you rate this company today in terms of growth over the next year?

thanks

Upvote 2

Read Answer Asked by satish on November 04, 2025

• Brookfield Infrastructure Partners L.P. (BIP.UN $48.07)
  • $48.07 P/E (TTM): 1138.07X Cap: $22.16B
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Q: BIP.UN: owned for a very long time in N.R.A. Bought 1000 shs @ 48.16 in 2016 - now have 2250 shs (paid in dividend) so my A.C is very low. ($21,40) Price has been stagnant for quite a while: hold or sell and buy something else?

Upvote 5

Read Answer Asked by James on November 04, 2025

• Enterprise Group Inc. (E $1.25)
  • $1.25 P/E (TTM): 38.53X Cap: $103M
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Q: Thoughts on this company? Seems to be really struggling. When do they report ?

Upvote 2

Read Answer Asked by Andre on November 04, 2025

• Neo Performance Materials Inc. (NEO $16.88)
  • $16.88 Cap: $723M
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Q: Hi 5i,
NEO has been going down for some time.Do you know why? Would you be comfortable buying it here?
Thanks. Cheers

Upvote 1

Read Answer Asked by Hans on November 04, 2025

Q: Hi, I am asking your thoughts on Ninepoint money market ETF NSAV.NE It does not appear to be in your library. How does it compare to HISA's and other money market funds?
Thanks

Upvote 1

Read Answer Asked by Greg on November 04, 2025

Q: not sure if you have answered this one but putting bep.un or bip.un in a tfsa does it make sense for withholding tax purposes etc. or is it the same as putting all canadian equities in.

Upvote 1

Read Answer Asked by hans on November 04, 2025

Q: To follow on Marco's "general question" of Nov 3rd (great question by the way) if putting price suggestions in is one of your pet peeves, why not simply decline to provide them? As 5i has indicated many times in the past, for long term investors the decision should be to own, or to not own. My 25 cents.

Upvote 3

Read Answer Asked by Barbara on November 04, 2025

• Lundin Mining Corporation (LUN $21.69)
  • $21.69 Cap: $18.56B
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• Glencore plc (GLCNF $4.55)
  • $4.55 Cap: $54.57B
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Q: Good morning,

With strong rumours of Glencore's closure of the Quebec Horne refinery there is increased pressure on copper supply to end users. What would be a preferred way to invest if one believes this constriction of supply will continue? Miners or Refiner names?I already own Lundin and Solaris.

Thanks as always,

Dave

Upvote 2

Read Answer Asked by Dave on November 04, 2025

• New Gold Inc. (NGD $9.31)
  • $9.31 P/E (TTM): 23.03X Cap: $8.09B
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Q: I have a substantial position in this company, and they have just been acquired by CDE. It is trading below the implied value and CDE has dropped considerably. Which I own as well. Any suggestions on what to do here? Many thanks!

Upvote 1

Read Answer Asked by Kevin on November 04, 2025

• Anaergia Inc. (ANRG $2.27)
  • $2.27 Cap: $385M
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Q: A company that was showing good potential a few years ago but then flamed out. Near death, but seems to be on back on track. Could you confirm the insider buying also any positives or negatives... would you endorse buying ANRG.TO

Upvote 1

Read Answer Asked by Harry on November 04, 2025

• Tantalus Systems Holding Inc. (GRID $4.14)
  • $4.14 Cap: $232M
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Q: Any idea on what the earnings might be when they report November 12 ? Thanks. Derek.

Upvote 2

Read Answer Asked by Derek on November 04, 2025

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.61)
  • $37.61 P/E (TTM): 77.14X Cap: $6.04B
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Q: Your thoughts on this undervalued company and if you feel there's a recovery in the next year?

Thnx for your input!
Dave

Upvote 3

Read Answer Asked by David on November 04, 2025

• BMO MSCI All Country World High Quality Index ETF (ZGQ $78.37)
  • $78.37 P/E (TTM): 22.9X Cap: $1.07B
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• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $74.50)
  • $74.50 P/E (TTM): 1.38X Cap: $2.79B
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Q: your thoughts on this etf and if you were to change what would you recommend

Upvote 2

Read Answer Asked by Ross on November 04, 2025

• Knight Therapeutics Inc. (GUD $5.80)
  • $5.80 Cap: $577M
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Q: Hi Peter

Can you comment on Knight (GUD) $100MM US revolving bank credit facility released on Oct 31. How material is this in your view. And also would they be paying standby fees for having this facility. Appreciate your thoughts. Thank you

Upvote 3

Read Answer Asked by Frank on November 04, 2025

• TMX Group Limited (X $51.70)
  • $51.70 P/E (TTM): 31.35X Cap: $14.44B
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• KKR & Co. Inc. (KKR $118.29)
  • $118.29 P/E (TTM): 56.35X Cap: $104.80B
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• EQB Inc. (EQB $90.15)
  • $90.15 P/E (TTM): 10.14X Cap: $3.45B
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• Olympia Financial Group Inc. (OLY $119.50)
  • $119.50 P/E (TTM): 15.74X Cap: $287M
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• Toronto Dominion Bank (The) (TD $80.54)
  • $80.54 P/E (TTM): 9.72X Cap: $137.47B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.99)
  • $75.99 P/E (TTM): 36.83X Cap: $125.17B
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Q: I currently only own TD, X and EQB in my RRSP. I would like to sell EQB and thinking of buying BN. Is this a good replacement stock or is there a better financial stock you like at this time. Money not needed for 20 years.

Thanks

Upvote 3

Read Answer Asked on November 04, 2025