Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $130.38)
  • $130.38 P/E (TTM): 17.75X Cap: $29.78B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Thomson Reuters Corporation (TRI $249.22)
  • $249.22 P/E (TTM): 42.01X Cap: $111.43B
  • View TRI Profile
  • View Questions on TRI

Q: After yesterday CGI Q results would you prefer TRI for more growth?

Upvote 9

Read Answer Asked by JR on July 31, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $130.38)
  • $130.38 P/E (TTM): 17.75X Cap: $29.78B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A

Q: Your thoughts on GIB.A's results released today, please.

Upvote 6

Read Answer Asked by Theodore on July 31, 2025

• Tourmaline Oil Corp. (TOU $58.30)
  • $58.30 P/E (TTM): 14.49X Cap: $21.70B
  • View TOU Profile
  • View Questions on TOU

Q: Hi Guys
What did you think about TOU recent results. Sold off a bit on their release.

Stuart

Upvote 9

Read Answer Asked by Stuart on July 31, 2025

• GitLab Inc. (GTLB $41.82)
  • $41.82 P/E (TTM): 488.89X Cap: $7.22B
  • View GTLB Profile
  • View Questions on GTLB

Q: Could you please comment on how Gitlab is progressing since your last update. Appears they have become cash flow positive the past 2 quarters. Would you wait for further improvement in capital efficiencies or is this starting to get interesting now?

Upvote 2

Read Answer Asked by Adam on July 31, 2025

• Toronto-Dominion Bank (The) (TD $100.46)
  • $100.46 P/E (TTM): 10.29X Cap: $174.03B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $76.51)
  • $76.51 P/E (TTM): 16.06X Cap: $95.19B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Canadian Natural Resources Limited (CNQ $42.14)
  • $42.14 P/E (TTM): 12.13X Cap: $90.26B
  • View CNQ Profile
  • View Questions on CNQ
• Sun Life Financial Inc. (SLF $84.27)
  • $84.27 P/E (TTM): 15.3X Cap: $48.26B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Constellation Software Inc. (CSU $4,648.72)
  • $4,648.72 P/E (TTM): 100.04X Cap: $100.09B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Intact Financial Corporation (IFC $285.05)
  • $285.05 P/E (TTM): 23.32X Cap: $51.28B
  • View IFC Profile
  • View Questions on IFC
• Fortis Inc. (FTS $69.77)
  • $69.77 P/E (TTM): 20.98X Cap: $34.76B
  • View FTS Profile
  • View Questions on FTS
• Descartes Systems Group Inc. (The) (DSG $139.76)
  • $139.76 P/E (TTM): 65.25X Cap: $12.23B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Toromont Industries Ltd. (TIH $140.74)
  • $140.74 P/E (TTM): 24.05X Cap: $11.67B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• Hydro One Limited (H $50.25)
  • $50.25 P/E (TTM): 24.57X Cap: $29.91B
  • View H Profile
  • View Questions on H
• EQB Inc. (EQB $102.35)
  • $102.35 P/E (TTM): 10.63X Cap: $3.96B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Brookfield Corporation Class A Limited Voting Shares (BN $90.50)
  • $90.50 P/E (TTM): 241.4X Cap: $153B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $83.83)
  • $83.83 P/E (TTM): 44.55X Cap: $139.53B
  • View BAM Profile
  • View Questions on BAM

Q: What are your top highest conviction stocks right now for compound growth over next five years?

Upvote 36

Read Answer Asked by Gerry on July 31, 2025

• Intel Corporation (INTC $19.82)
  • $19.82 Cap: $89.33B
  • View INTC Profile
  • View Questions on INTC

Q: What are your thoughts on Intel?

Upvote 1

Read Answer Asked by Michael on July 31, 2025

• Advanced Micro Devices Inc. (AMD $171.68)
  • $171.68 P/E (TTM): 127.23X Cap: $264.48B
  • View AMD Profile
  • View Questions on AMD
• Zedcor Inc. (ZDC $4.14)
  • $4.14 P/E (TTM): 108.38X Cap: $424M
  • View ZDC Profile
  • View Questions on ZDC

Q: Which would you own for growth?

Upvote 4

Read Answer Asked by Peter on July 31, 2025

• Cellebrite DI Ltd. (CLBT $13.70)
  • $13.70 Cap: $3.31B
  • View CLBT Profile
  • View Questions on CLBT

Q: Hi,
Is CLBT still worth holding or are there better opportunities. Down 24% and considering if I should sell or add more.
Thanks

Upvote 4

Read Answer Asked by Marco on July 31, 2025

• Alphabet Inc. (GOOG $197.20)
  • $197.20 P/E (TTM): 21.8X Cap: $2.38T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $180.59)
  • $180.59 P/E (TTM): 57.5X Cap: $4.37T
  • View NVDA Profile
  • View Questions on NVDA
• The Walt Disney Company (DIS $112.36)
  • $112.36 P/E (TTM): 24.15X Cap: $207.04B
  • View DIS Profile
  • View Questions on DIS
• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $160.61)
  • $160.61 P/E (TTM): 72.82X Cap: $2.49B
  • View ZQQ Profile
  • View Questions on ZQQ
• BMO Equal Weight Banks Index ETF (ZEB $46.90)
  • $46.90 P/E (TTM): 12.51X Cap: $3.90B
  • View ZEB Profile
  • View Questions on ZEB
• Nintendo Co (NTDOY)
  • View NTDOY Profile
  • View Questions on NTDOY
• Nebius Group N.V. (NBIS $66.55)
  • $66.55 Cap: $13.11B
  • View NBIS Profile
  • View Questions on NBIS

Q: I loved this recent question from Giovanni, big kudos to him and his son for taking the fantastic suggestions from 5i, and GIANT HIGH 5 to 5i team!
So to ask the same question today, my 30ish daughter has about 45k cash in TFSA. Also has some NTDOY, DIS ZQQ and ZEB. Ok with ETFs but I don't think there is as good a chance for towering home runs like NVDA.
Let's grow!

Upvote 24

Read Answer Asked by Greg on July 31, 2025

Q: New IPO. Figma. FIG

Thoughts? Worth jumping in on the hype?

Upvote 1

Read Answer Asked by Jim on July 31, 2025

• DXP Enterprises Inc. (DXPE $102.50)
  • $102.50 P/E (TTM): 23.73X Cap: $1.76B
  • View DXPE Profile
  • View Questions on DXPE

Q: Your opinion please and thank you.

Upvote 1

Read Answer Asked by Adam on July 31, 2025

• Tennessee Valley Authority (TVE $23.50)
  • $23.50 Cap: $1.03B
  • View TVE Profile
  • View Questions on TVE

Q: What appears to be the reason for the recent upward movement in TVE and is it sustainable in your opinion.Andrew.

Upvote 1

Read Answer Asked by ANDREW on July 31, 2025

Q: Hi 5i, Would you please share your opinion on FFRHX, Is it a good investment ?

Upvote 3

Read Answer Asked by Fernando on July 31, 2025

• Topicus.com Inc. (TOI $182.78)
  • $182.78 P/E (TTM): 96.56X Cap: $24.02B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: What does the market expect from TOI tomorrow?

Thx

Upvote 3

Read Answer Asked by blake on July 31, 2025

• JPMorgan Chase & Co. (JPM $288.00)
  • $288.00 P/E (TTM): 14.3X Cap: $801.14B
  • View JPM Profile
  • View Questions on JPM
• RTX Corporation (RTX $154.00)
  • $154.00 P/E (TTM): 45.84X Cap: $208.47B
  • View RTX Profile
  • View Questions on RTX

Q: I have 30000 to reinvest in a RRIF account.
I’m well diversified but wondering if I should put it all into RTX, JPM or half into each. This amount represents about 5 percent of my portfolio. Thanks.

Upvote 3

Read Answer Asked by Dennis on July 31, 2025

• Agnico Eagle Mines Limited (AEM $187.16)
  • $187.16 P/E (TTM): 23.02X Cap: $93.56B
  • View AEM Profile
  • View Questions on AEM

Q: What's expected this Q? Can I ask in advance for your take on the numbers right after AEM reports? Thx

Upvote 2

Read Answer Asked by Tom on July 31, 2025

• Surge Energy Inc. (SGY $7.30)
  • $7.30 P/E (TTM): 15.91X Cap: $719M
  • View SGY Profile
  • View Questions on SGY

Q: Your thoughts please on the latest quarter? Markets seem to like it and would you be a buyer?

Thx

Upvote 1

Read Answer Asked by blake on July 31, 2025

• Dollarama Inc. (DOL $192.90)
  • $192.90 P/E (TTM): 44.0X Cap: $53.78B
  • View DOL Profile
  • View Questions on DOL
• Firan Technology Group Corporation (FTG $11.80)
  • $11.80 P/E (TTM): 22.06X Cap: $300M
  • View FTG Profile
  • View Questions on FTG
• Kits Eyecare Ltd. (KITS $16.62)
  • $16.62 P/E (TTM): 120.93X Cap: $533M
  • View KITS Profile
  • View Questions on KITS
• MDA Space Ltd. (MDA $45.55)
  • $45.55 P/E (TTM): 57.12X Cap: $5.66B
  • View MDA Profile
  • View Questions on MDA
• AtkinsRéalis Group Inc. (ATRL $95.90)
  • $95.90 P/E (TTM): 67.55X Cap: $16.75B
  • View ATRL Profile
  • View Questions on ATRL

Q: Hello, how would you rate in order the above 5 companies going out 2-3 years. Thanks as always.

Upvote 6

Read Answer Asked by Anthony on July 31, 2025

• Starbucks Corporation (SBUX $90.93)
  • $90.93 P/E (TTM): 32.68X Cap: $101.15B
  • View SBUX Profile
  • View Questions on SBUX
• Nike Inc. (NKE $74.40)
  • $74.40 P/E (TTM): 34.44X Cap: $111.47B
  • View NKE Profile
  • View Questions on NKE
• UnitedHealth Group Incorporated (DE) (UNH $243.15)
  • $243.15 P/E (TTM): 10.51X Cap: $222.95B
  • View UNH Profile
  • View Questions on UNH
• United Parcel Service Inc. (UPS $87.39)
  • $87.39 P/E (TTM): 12.67X Cap: $73.03B
  • View UPS Profile
  • View Questions on UPS
• lululemon athletica inc. (LULU $191.71)
  • $191.71 P/E (TTM): 13.27X Cap: $22.54B
  • View LULU Profile
  • View Questions on LULU
• Crocs Inc. (CROX $77.55)
  • $77.55 P/E (TTM): 6.25X Cap: $5.89B
  • View CROX Profile
  • View Questions on CROX

Q: Hello,

If you have to chose 1 or 2 with the highest conviction of potential upside, which would you chose? And at what price would you be comfortable starting a long term position?


Thanks!

Upvote 6

Read Answer Asked by Satish on July 31, 2025

• Secure Waste Infrastructure Corp. (SES $15.70)
  • $15.70 P/E (TTM): 18.29X Cap: $3.53B
  • View SES Profile
  • View Questions on SES
• Firan Technology Group Corporation (FTG $11.80)
  • $11.80 P/E (TTM): 22.06X Cap: $300M
  • View FTG Profile
  • View Questions on FTG

Q: Which company do you think has the best chance of being a long term compounder?
Thanks

Upvote 3

Read Answer Asked by Curtis on July 31, 2025