Investment Q&A

• Northland Power Inc. (NPI $17.66)
  • $17.66 Cap: $4.60B
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• TransAlta Corporation (TA $17.28)
  • $17.28 Cap: $5.10B
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• Northwest Natural Holding Company (NWN $47.33)
  • $47.33 P/E (TTM): 18.54X Cap: $1.95B
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• Fluence Energy Inc. (FLNC $19.81)
  • $19.81 Cap: $3.53B
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Q: Between AI data centers & BTCC miners need for electricity is the utility sector going to melt up ?
If 5i agrees with this theme any small cap recommendations ?

Upvote 4

Read Answer Asked by Brant on October 10, 2025

• SPDR S&P 500 ETF Trust (SPY $687.85)
  • $687.85 P/E (TTM): 27.29X Cap: $701.04B
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• INVESCO QQQ Trust (QQQ $621.70)
  • $621.70 P/E (TTM): 36.83X Cap: $408.98B
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• iShares MSCI USA Quality GARP ETF (GARP $68.99)
  • $68.99 P/E (TTM): 30.6X Cap: $998M
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Q: What is your opinion of this ETF? A buy, hold or sell. Thanks. Cheers

Upvote 4

Read Answer Asked by Hans on October 09, 2025

• BMO US Dividend ETF (ZDY $50.29)
  • $50.29 P/E (TTM): 21.36X Cap: $694M
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $43.08)
  • $43.08 P/E (TTM): 23.36X Cap: $7.70B
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• Vanguard FTSE Developed ex North America High Dividend Yield Index ETF (VIDY $41.36)
  • $41.36 P/E (TTM): 19.13X Cap: $1.13B
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Q: Good morning, I currently use ETFs for foreign investments and I now have a large position in ZDI. I like it's growth and dividend. I have been looking at VIDY recently for diversification. I like it's growth rate of the last 5 years (does not have 10 year history). Can I have your thoughts on both these etf's and any other growth oriented ex-north-america etf's. Thank you.

Upvote 4

Read Answer Asked by Roger on October 09, 2025

• SoundHound AI Inc. (SOUN $10.86)
  • $10.86 Cap: $4.73B
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Q: I purchased SOUN when it was associated with NVIDIA, after which the stock fell 50 percent once that arrangement ended. I am now back to break even. Would you sell or hold. Thanks

Upvote 1

Read Answer Asked by Charles on October 09, 2025

• Firan Technology Group Corporation (FTG $11.73)
  • $11.73 P/E (TTM): 26.95X Cap: $294M
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Q: Hi Peter
Can I get your thoughts on Firan qtr results. Is it a buy at current levels? I am thinking of starting a small position.

Thanks

Upvote 4

Read Answer Asked by Frank on October 09, 2025

Q: I would like to listen to the podcast while I drive to work.

I don't have a youtube subscription or spotify, so can currently only watch the video on youtube at home.

Is there a way I can download it?

Kevin

Upvote 5

Read Answer Asked by Kevin on October 09, 2025

• Propel Holdings Inc. (PRL $24.85)
  • $24.85 P/E (TTM): 11.83X Cap: $979M
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Q: Hello 5I team, Been surprised of late that no real worrisome questions have come forward . Is this one headed for it's year low. Would you dare double down? Hold or move on? Thanks Larry

Upvote 9

Read Answer Asked by Larry on October 09, 2025

• CME Group Inc. (CME $275.29)
  • $275.29 P/E (TTM): 26.07X Cap: $98.51B
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• Intercontinental Exchange Inc. (ICE $161.85)
  • $161.85 P/E (TTM): 29.2X Cap: $92.05B
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• JPMorgan Chase & Co. (JPM $326.66)
  • $326.66 P/E (TTM): 15.7X Cap: $879.53B
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• Mastercard Incorporated (MA $577.92)
  • $577.92 P/E (TTM): 36.59X Cap: $516.97B
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• Visa Inc. (V $353.87)
  • $353.87 P/E (TTM): 34.24X Cap: $678.02B
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• Intact Financial Corporation (IFC $284.96)
  • $284.96 P/E (TTM): 23.64X Cap: $50.58B
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• TMX Group Limited (X $52.20)
  • $52.20 P/E (TTM): 31.56X Cap: $14.54B
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• Berkshire Hathaway Inc. (BRK.B $500.57)
  • $500.57 P/E (TTM): 0.02X Cap: $1.07T
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.36)
  • $63.36 P/E (TTM): 90.68X Cap: $142.55B
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Q: Please rank these financials in order of preference with the sole consideration being overall return potential for a 5 year hold.

Thank you.

Upvote 9

Read Answer Asked by Karim on October 09, 2025

Q: What are your thoughts on Gold and Silver and how high do you see them going ? If one holds a number of gold stocks with substantial gains is it time to scale back or wait ? Can you see a scenario where Gold starts to falter but silver continues its rise ?

Upvote 19

Read Answer Asked by Pierre on October 09, 2025

• Nebius Group N.V. (NBIS $89.64)
  • $89.64 Cap: $22.19B
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Q: Would you add to NBIS at this price or wait for a pullback?

Thanks for all your help and advice,

Mike

Upvote 11

Read Answer Asked by Michael on October 09, 2025

• NextEra Energy Inc. (NEE $80.00)
  • $80.00 P/E (TTM): 25.33X Cap: $166.69B
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• Vistra Corp. (VST $162.08)
  • $162.08 P/E (TTM): 59.94X Cap: $54.74B
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• Constellation Energy Corporation (CEG $361.81)
  • $361.81 P/E (TTM): 40.71X Cap: $111.74B
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Q: Having previously moved most of my energy holdings out of traditional oil and gas, now I am considering ENERGY again BUT …. In the context of the expected huge need for energy to drive the computing power required by AI and crypto. With that in mind do you have strong conviction for the upside potential of a basket of such stocks?

Thanks for your help.

Upvote 6

Read Answer Asked by Donald on October 09, 2025

• Capstone Copper Corp. (CS $13.70)
  • $13.70 P/E (TTM): 23.93X Cap: $10.28B
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Q: Peter; Thanks very much for the CS assay comment. I keep track of any news on it but did not see the large sale- in Australia - did it get reported in Canada. Thanks.
Rod

Upvote 4

Read Answer Asked by Rodney on October 09, 2025

• MEG Energy Corp. (MEG $30.89)
  • $30.89 P/E (TTM): 6.87X Cap: $7.85B
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Q: I already voted no on the proxy. Can I change my vote in view of the cenovis revised offer?

Upvote 2

Read Answer Asked by hal on October 09, 2025

• POET Technologies Inc. (PTK $7.38)
  • $7.38 Cap: $669M
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Q: Why the huge volume today and your thoughts on an initial position in them?
Thanx as usual
Gary

Upvote 2

Read Answer Asked by Gary on October 09, 2025

• Capstone Copper Corp. (CS $13.70)
  • $13.70 P/E (TTM): 23.93X Cap: $10.28B
  • View CS Profile
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Q: Peter; Could you, with your old mining hat on, decipher the latest results from their drilling program un Chile? Thanks.
Rod

Upvote 5

Read Answer Asked by Rodney on October 09, 2025

• goeasy Ltd. (GSY $130.33)
  • $130.33 P/E (TTM): 9.59X Cap: $2.11B
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Q: This stock keeps on falling everyday. First you had said $170 would be a good price to get in. It kept on falling then you said $165. Now we are at almost $160.
In your experience, what has to happen for this to turn around?
A news or an upgrade?
thanks

Upvote 13

Read Answer Asked by Herm on October 09, 2025

• Constellation Software Inc. (CSU $3,310.38)
  • $3,310.38 P/E (TTM): 77.96X Cap: $70.09B
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• Thomson Reuters Corporation (TRI $181.59)
  • $181.59 P/E (TTM): 33.96X Cap: $81.35B
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Q: Hi Team,
I'm considering selling CSU and TRI for capital loss. Do you see these two moving up significantly in the 30 day waiting period? Would you re-buy both after 30 days or move the funds elsewhere?
Thanks

Upvote 6

Read Answer Asked by Marco on October 09, 2025

• Netflix Inc. (NFLX $93.22)
  • $93.22 P/E (TTM): 39.43X Cap: $395.04B
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Q: I have avoided NFLX because I have not seen much room for growth outside of price increases. Now I am seeing, first run movies, including documentaries produced by them. Also they seem to have a gaming division which is producing games as content for live, in person gaming experiences. I am in London as I walk by some sort of gaming place with a big Netflix sign in the window.

Can you add some granularity to the above in terms of new and developing income streams, how these are doing, what their potential is, the outlook and anything else that might drive growth moving forward. Thank-you again.

Upvote 4

Read Answer Asked by Alex on October 09, 2025

• Canopy Growth Corporation (WEED $1.89)
  • $1.89 Cap: $677M
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• Aurora Cannabis Inc. (ACB $6.40)
  • $6.40 Cap: $366M
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• Cronos Group Inc. (CRON $3.86)
  • $3.86 P/E (TTM): 29.39X Cap: $1.47B
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• Tilray Brands Inc. (TLRY $13.63)
  • $13.63 Cap: $1.66B
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Q: What stocks do you predict would do the best if CBD got approved for medical coverage in the USA.

Upvote 6

Read Answer Asked by Merrilyn on October 09, 2025

• Kraken Robotics Inc. (PNG $6.19)
  • $6.19 P/E (TTM): 101.0X Cap: $1.83B
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Q: From 1st to 5th what are your favourite 5 small caps in your portfolios?

Upvote 26

Read Answer Asked by Terry on October 09, 2025