Investment Q&A

• Aritzia Inc. Subordinate Voting Shares (ATZ $110.35)
  • $110.35 Cap: $13.01B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Groupe Dynamite Inc. Subordinate voting shares (GRGD $80.50)
  • $80.50 P/E (TTM): 52.01X Cap: $8.87B
  • View GRGD Profile
  • View Questions on GRGD

Q: What do you think of women's clothing maker Groupe Dynamite (GRGD)? The sales and profit growth looks pretty good. Stock isn't cheap, though, at about 25 times earnings. I figure you prefer Aritzia, but would GRGD be a decent addition to a small cap portfolio?

Upvote 1

Read Answer Asked by Dan on July 03, 2025

• Kraken Robotics Inc. (PNG $9.96)
  • $9.96 P/E (TTM): 152.83X Cap: $3.13B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $5.47)
  • $5.47 P/E (TTM): 375.71X Cap: $575M
  • View ZDC Profile
  • View Questions on ZDC
• kneat.com inc. (KSI $3.76)
  • $3.76 Cap: $363M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI

Q: Of these three small caps would you own all three at 3 percent? In what order would you start buying? Do you see potential multi baggers?

Upvote 13

Read Answer Asked by Helen on July 03, 2025

• Uber Technologies Inc. (UBER $74.97)
  • $74.97 P/E (TTM): 15.61X Cap: $148.92B
  • View UBER Profile
  • View Questions on UBER
• Datadog Inc. (DDOG $127.49)
  • $127.49 P/E (TTM): 414.71X Cap: $43.55B
  • View DDOG Profile
  • View Questions on DDOG

Q: hi 5i, Are these two OK to buy today? for 3 years hold
thanks

Upvote 3

Read Answer Asked by Fernando on July 03, 2025

• NextEra Energy Inc. (NEE $91.66)
  • $91.66 P/E (TTM): 27.88X Cap: $190.72B
  • View NEE Profile
  • View Questions on NEE
• Vistra Corp. (VST $159.16)
  • $159.16 P/E (TTM): 75.06X Cap: $55.39B
  • View VST Profile
  • View Questions on VST
• Constellation Energy Corporation (CEG $300.69)
  • $300.69 P/E (TTM): 43.65X Cap: $114.78B
  • View CEG Profile
  • View Questions on CEG

Q: Sounds like President Trump is going to get involved helping the AI sector, specifically the huge power requirements. Looking for some investing ideas that will benefit from the presumed increased spending?

Upvote 10

Read Answer Asked by Charles on July 03, 2025

Q: A promotion of Schaffer. Pls give an analyisis & opinion.Tks in advance

Upvote 1

Read Answer Asked by WIB on July 03, 2025

• Alphabet Inc. (GOOG $308.42)
  • $308.42 P/E (TTM): 28.31X Cap: $3.71T
  • View GOOG Profile
  • View Questions on GOOG
• Brookfield Corporation Class A Limited Voting Shares (BN $55.08)
  • $55.08 P/E (TTM): 82.17X Cap: $127.13B
  • View BN Profile
  • View Questions on BN

Q: What would be your American and Ca. company for growth?

Upvote 23

Read Answer Asked by Lorraine on July 03, 2025

• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $53.66)
  • $53.66 P/E (TTM): 4.43X Cap: $29.98B
  • View RCI.B Profile
  • View Questions on RCI.B

Q: I had a good run for month with Rogers com. Rci.b. in registered account would you think switching to telus is a good opportunity?
Thank you.

Upvote 4

Read Answer Asked by francois on July 03, 2025

• Zedcor Inc. (ZDC $5.47)
  • $5.47 P/E (TTM): 375.71X Cap: $575M
  • View ZDC Profile
  • View Questions on ZDC
• kneat.com inc. (KSI $3.76)
  • $3.76 Cap: $363M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Vitalhub Corp. (VHI $8.32)
  • $8.32 P/E (TTM): 165.1X Cap: $524M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI

Q: Good morning ... I have some cash in my TFSA account that I'd like to get working for me.
Between Kneat, Vitalhub and Zedcor which do you see as the best investment for a minimum 5 year hold in terms of providing a combination of capital safety and upside potential.
Thanks, Rick

Upvote 16

Read Answer Asked by Richard on July 03, 2025

• Booking Holdings Inc. (BKNG $4,322.42)
  • $4,322.42 P/E (TTM): 26.73X Cap: $138.46B
  • View BKNG Profile
  • View Questions on BKNG
• Novo Nordisk A/S (NVO $38.83)
  • $38.83 P/E (TTM): 10.87X Cap: $363.68B
  • View NVO Profile
  • View Questions on NVO
• RTX Corporation (RTX $207.26)
  • $207.26 P/E (TTM): 41.98X Cap: $278.61B
  • View RTX Profile
  • View Questions on RTX
• Select STOXX Europe Aerospace & Defense ETF (EUAD)
  • P/E (TTM): 211.93X Cap: $1.45B
  • View EUAD Profile
  • View Questions on EUAD

Q: My NOVO holdings are down significantly and I’m considering moving on to either BKNG, RTX or EUAD. On a scale of 1- 10 (low to high) please rate all four (ie. including NOVO) for both growth and risk, for a five year hold. Thank you.

Upvote 4

Read Answer Asked by David on July 03, 2025

Q: Would you please suggest a couple of stocks for Financials, Industrials, and Energy for aa 2 years hold, Thank you!

Upvote 7

Read Answer Asked by Fernando on July 03, 2025

• Parkit Enterprise Inc. (PKT $0.63)
  • $0.63 P/E (TTM): 9.29X Cap: $134M
  • View PKT Profile
  • View Questions on PKT

Q: Parkit is on an uptrend over the last month. What is your outlook on this stock? Is it worth holding? Thanks

Upvote 1

Read Answer Asked by Charles on July 03, 2025

• Aegon Ltd. New York Registry Shares (AEG $7.08)
  • $7.08 Cap: $14.20B
  • View AEG Profile
  • View Questions on AEG

Q: Peter and His Wonder Team
AEG has done well lately. I bought it several years ago as a contrarian play when it was out of favour. So I am up and wondering if I should take my profit. I remember the saying that bulls make money, bears make money but pigs get slaughtered...if you know what I mean.Ha! Ha! So do you think there is any further upside or has it run the course? Thanks as always!

Upvote 1

Read Answer Asked by Ernest on July 03, 2025

• lululemon athletica inc. (LULU $162.79)
  • $162.79 P/E (TTM): 11.81X Cap: $18.67B
  • View LULU Profile
  • View Questions on LULU
• RH (RH $140.13)
  • $140.13 P/E (TTM): 25.84X Cap: $2.66B
  • View RH Profile
  • View Questions on RH
• Crocs Inc. (CROX $80.40)
  • $80.40 Cap: $4.16B
  • View CROX Profile
  • View Questions on CROX

Q: Good morning 5i team!

Your thoughts on LULU, RH and CROX? I bought them recently in expectation of a China tariff deal ultimately getting done. (NKE's Q results released today probably doesn't hurt sentiment). Are there any other names you would be interested in for a significant bounce?

Thanks as always.

Dave

Upvote 3

Read Answer Asked by David on July 03, 2025

• Sprott Inc. (SII $223.34)
  • $223.34 P/E (TTM): 23.55X Cap: $5.82B
  • View SII Profile
  • View Questions on SII

Q: I have read your previous responses to this company question and understand recommending for or against will not be answered. I am wanting to know more about the holdings and the make up of this company/fund. Is there an MER? Is the holdings just uranium or am I right that they are moving in rare earths? A general overview of what they do with not recommendation would be appreciated. Thanks

Upvote 3

Read Answer Asked by Kolbi on July 03, 2025

• iShares Canadian Growth Index ETF (XCG $67.61)
  • $67.61 P/E (TTM): 29.94X Cap: $160M
  • View XCG Profile
  • View Questions on XCG
• iShares Core Canadian Universe Bond Index ETF (XBB $28.01)
  • $28.01 P/E (TTM): 31.38X Cap: $9.96B
  • View XBB Profile
  • View Questions on XBB
• iShares S&P/TSX Capped Information Technology Index ETF (XIT $64.72)
  • $64.72 P/E (TTM): 54.87X Cap: $706M
  • View XIT Profile
  • View Questions on XIT
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.95)
  • $42.95 P/E (TTM): 16.81X Cap: $1.12B
  • View CDZ Profile
  • View Questions on CDZ
• iShares S&P/TSX SmallCap Index ETF (XCS $35.38)
  • $35.38 P/E (TTM): 15.16X Cap: $246M
  • View XCS Profile
  • View Questions on XCS
• Cashbox Ventures Ltd. (CBOX.X)
  • Cap: $3M
  • View CBOX.X Profile
  • View Questions on CBOX.X

Q: Seeking 5i advice regarding investing approx. $600,000 into Canadian ETFS for income and balanced approach. Considering TD Canadian Equity Index, for perhaps $100,000..
Could I please have your recommendation for the remaining amount.
Thanks in advance for your help
Rick

Upvote 6

Read Answer Asked by Rick on July 03, 2025

• Meren Energy Inc. (MER $2.21)
  • $2.21 Cap: $1.45B
  • View MER Profile
  • View Questions on MER

Q: What is your view on this producer/explorer with a 12% dividend.
How does the balance sheet look.

Thank you

Upvote 3

Read Answer Asked by JACK on July 03, 2025

• Topicus.com Inc. (TOI $104.27)
  • $104.27 P/E (TTM): 343.47X Cap: $14.04B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Any thoughts on the topicus loan.Is it a sizable loan?

Thx

Upvote 8

Read Answer Asked by blake on July 03, 2025

• Amazon.com Inc. (AMZN $212.65)
  • $212.65 P/E (TTM): 29.78X Cap: $2.30T
  • View AMZN Profile
  • View Questions on AMZN
• Costco Wholesale Corporation (COST $992.23)
  • $992.23 P/E (TTM): 69.86X Cap: $442.69B
  • View COST Profile
  • View Questions on COST
• Alphabet Inc. (GOOG $308.42)
  • $308.42 P/E (TTM): 28.31X Cap: $3.71T
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG $492.87)
  • $492.87 P/E (TTM): 62.71X Cap: $172.54B
  • View ISRG Profile
  • View Questions on ISRG
• Microsoft Corporation (MSFT $404.88)
  • $404.88 P/E (TTM): 25.6X Cap: $3.01T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $186.03)
  • $186.03 P/E (TTM): 37.28X Cap: $4.48T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $4,322.42)
  • $4,322.42 P/E (TTM): 26.73X Cap: $138.46B
  • View BKNG Profile
  • View Questions on BKNG
• JPMorgan Chase & Co. (JPM $287.52)
  • $287.52 P/E (TTM): 14.49X Cap: $778.71B
  • View JPM Profile
  • View Questions on JPM
• Tesla Inc. (TSLA $407.82)
  • $407.82 P/E (TTM): 369.15X Cap: $1.49T
  • View TSLA Profile
  • View Questions on TSLA
• Palantir Technologies Inc. (PLTR $151.60)
  • $151.60 P/E (TTM): 248.3X Cap: $361.32B
  • View PLTR Profile
  • View Questions on PLTR

Q: Would you please (crystal ball required) provide me with 5 Canadian 5 USA stocks , any sector, to hold for the next 30 years, comes to mind stocks like MSFT JPM AMZN COST TSLA , the stocks I'm looking has potential for sustained growth, innovation, and resilience in the face of economic changes. Of course 30 years is a long time and anything can happen.
thank you

Upvote 34

Read Answer Asked by Fernando on July 03, 2025

• First Solar Inc. (FSLR $200.25)
  • $200.25 P/E (TTM): 13.75X Cap: $21.22B
  • View FSLR Profile
  • View Questions on FSLR
• Canadian Solar Inc. (CSIQ $17.69)
  • $17.69 Cap: $1.07B
  • View CSIQ Profile
  • View Questions on CSIQ
• Plug Power Inc. (PLUG $2.23)
  • $2.23 Cap: $2.95B
  • View PLUG Profile
  • View Questions on PLUG
• Clearway Energy Inc. Class C (CWEN $37.85)
  • $37.85 P/E (TTM): 16.4X Cap: $7.70B
  • View CWEN Profile
  • View Questions on CWEN
• Enphase Energy Inc. (ENPH $43.34)
  • $43.34 P/E (TTM): 31.67X Cap: $5.71B
  • View ENPH Profile
  • View Questions on ENPH
• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $55.96)
  • $55.96 Cap: $8.15B
  • View BEPC Profile
  • View Questions on BEPC

Q: Hello 5i,

Trumponomics is laying waste to "green" energy. Can you list 5 stocks in Canada and 5 stocks in the USA that would be most affected? Is it worth hanging onto a small position of BEPC after the news? We have a small loss at this time.

Thank you
D&J

Upvote 3

Read Answer Asked by Jerry on July 03, 2025

• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $53.66)
  • $53.66 P/E (TTM): 4.43X Cap: $29.98B
  • View RCI.B Profile
  • View Questions on RCI.B
• Rogers Communications Inc. Class A Shares (RCI.A $53.84)
  • $53.84 P/E (TTM): 4.43X Cap: $29.98B
  • View RCI.A Profile
  • View Questions on RCI.A

Q: Why has rogers stock price increased lately

Upvote 4

Read Answer Asked by Cory on July 03, 2025