Investment Q&A

• Hemisphere Energy Corporation (HME $2.60)
  • $2.60 P/E (TTM): 8.8X Cap: $249M
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• TELUS Corporation (T $18.20)
  • $18.20 P/E (TTM): 25.01X Cap: $28.11B
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• Constellation Software Inc. (CSU $2,556.62)
  • $2,556.62 P/E (TTM): 76.65X Cap: $53.48B
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• CAE Inc. (CAE $38.19)
  • $38.19 P/E (TTM): 32.14X Cap: $12.09B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $36.11)
  • $36.11 P/E (TTM): 28.36X Cap: $5.54B
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• TFI International Inc. (TFII $141.23)
  • $141.23 P/E (TTM): 36.11X Cap: $11.50B
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• goeasy Ltd. (GSY $34.56)
  • $34.56 P/E (TTM): 2.6X Cap: $573M
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• Total Energy Services Inc. (TOT $21.01)
  • $21.01 P/E (TTM): 12.85X Cap: $740M
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• Propel Holdings Inc. (PRL $18.32)
  • $18.32 P/E (TTM): 9.11X Cap: $692M
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Q: Hi 5I. I would like to consolidate this mixed bag into one or two holdings. Would you please rank them in order of "sell" to "keep".

Carl

Upvote 14

Read Answer Asked by Carl on February 27, 2026

• CECO Environmental Corp. (CECO $56.80)
  • $56.80 P/E (TTM): 40.07X Cap: $1.94B
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Q: I know it’s been a very volatile stock lately, but would you initiate a position at these level levels?

Upvote 6

Read Answer Asked by Gary on February 27, 2026

• Flutter Entertainment Plc (FLUT $108.59)
  • $108.59 Cap: $19.11B
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Q: Market reaction is harsh. What do you see going forward?
Hold or sell?

Upvote 1

Read Answer Asked by Harry on February 27, 2026

• Pembina Pipeline Corporation (PPL $60.55)
  • $60.55 P/E (TTM): 22.04X Cap: $35.61B
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Q: Thoughts on their latest quarter.

Upvote 9

Read Answer Asked by don on February 27, 2026

• Metallic Minerals Corp. (MMG $0.34)
  • $0.34 Cap: $84M
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Q: please comment on La Plata Cu press update
thank you

Upvote 1

Read Answer Asked by Howard on February 27, 2026

• Alphabet Inc. (GOOG $302.72)
  • $302.72 P/E (TTM): 27.89X Cap: $3.65T
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• Celestica Inc. (CLS $374.37)
  • $374.37 P/E (TTM): 37.14X Cap: $41.64B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.68)
  • $173.68 P/E (TTM): 133.46X Cap: $220.17B
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• Kraken Robotics Inc. (PNG $9.32)
  • $9.32 P/E (TTM): 158.0X Cap: $2.90B
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• Teradyne Inc. (TER $297.65)
  • $297.65 P/E (TTM): 82.54X Cap: $44.84B
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Q: What are your top 5 growth stocks? Can you provide a couple of compelling reasons why each makes the grade and also rank them from highest to lowest conviction. Finally can you indicate where you feel the stock price will be 12 months from now.

Upvote 32

Read Answer Asked on February 27, 2026

• Intact Financial Corporation (IFC $260.78)
  • $260.78 P/E (TTM): 13.93X Cap: $45.81B
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• Magna International Inc. (MG $76.72)
  • $76.72 P/E (TTM): 18.84X Cap: $21.30B
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• Trisura Group Ltd. (TSU $44.65)
  • $44.65 P/E (TTM): 14.82X Cap: $2.09B
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• Nutrien Ltd. (NTR $107.36)
  • $107.36 P/E (TTM): 38.37X Cap: $54.99B
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• Propel Holdings Inc. (PRL $18.32)
  • $18.32 P/E (TTM): 9.11X Cap: $692M
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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 $86.25)
  • $86.25 P/E (TTM): 26.98X Cap: $10.24B
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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 $4.17)
  • $4.17 Cap: $213M
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• Electrovaya Inc. (ELVA $11.43)
  • $11.43 P/E (TTM): 80.06X Cap: $522M
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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 $1.04)
  • $1.04 Cap: $57M
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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 $267.99)
  • $267.99 P/E (TTM): 75.92X Cap: $99.04B
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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 $59.68)
  • $59.68 P/E (TTM): 28.47X Cap: $35.81B
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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 $5.42)
  • $5.42 P/E (TTM): 378.57X Cap: $559M
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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 $6.40)
  • $6.40 Cap: $174M
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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 $293.86)
  • $293.86 P/E (TTM): 57.01X Cap: $40.24B
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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 $34.56)
  • $34.56 P/E (TTM): 2.6X Cap: $573M
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• Propel Holdings Inc. (PRL $18.32)
  • $18.32 P/E (TTM): 9.11X Cap: $692M
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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 $52.56)
  • $52.56 P/E (TTM): 18.19X Cap: $25.52B
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• Vanguard FTSE Developed Asia Pacific All Cap Index ETF (VA $52.64)
  • $52.64 P/E (TTM): 0.13X Cap: $261M
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• Vanguard S&P 500 Index ETF (VFV $163.07)
  • $163.07 P/E (TTM): 26.01X Cap: $27.65B
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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
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• Fortinet Inc. (FTNT $85.15)
  • $85.15 P/E (TTM): 34.34X Cap: $61.73B
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• CrowdStrike Holdings Inc. (CRWD $429.98)
  • $429.98 Cap: $112.04B
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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 $75.50)
  • $75.50 P/E (TTM): 11.95X Cap: $21.83B
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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 $20.98)
  • $20.98 P/E (TTM): 48.79X Cap: $751M
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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