Investment Q&A

• Athabasca Oil Corporation (ATH $6.53)
  • $6.53 P/E (TTM): 7.5X Cap: $3.28B
  • View ATH Profile
  • View Questions on ATH
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.51)
  • $221.51 P/E (TTM): 85.84X Cap: $279.15B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• goeasy Ltd. (GSY $159.95)
  • $159.95 P/E (TTM): 9.51X Cap: $2.55B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• TerraVest Industries Inc. (TVK $138.50)
  • $138.50 Cap: $2.98B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $137.52)
  • $137.52 P/E (TTM): 19.1X Cap: $1.65B
  • View HPS.A Profile
  • View Questions on HPS.A
• Zedcor Inc. (ZDC $5.95)
  • $5.95 P/E (TTM): 350.0X Cap: $609M
  • View ZDC Profile
  • View Questions on ZDC
• kneat.com inc. (KSI $5.83)
  • $5.83 Cap: $553M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Vitalhub Corp. (VHI $10.65)
  • $10.65 P/E (TTM): 127.88X Cap: $596M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• WELL Health Technologies Corp. (WELL $5.21)
  • $5.21 Cap: $1.33B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Zoomd Technologies Ltd. (ZOMD $2.15)
  • $2.15 P/E (TTM): 9.13X Cap: $213M
  • View ZOMD Profile
  • View Questions on ZOMD
• Topicus.com Inc. (TOI $140.47)
  • $140.47 P/E (TTM): 74.22X Cap: $11.63B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Tantalus Systems Holding Inc. (GRID $3.70)
  • $3.70 Cap: $187M
  • View GRID Profile
  • View Questions on GRID
• Propel Holdings Inc. (PRL $26.34)
  • $26.34 P/E (TTM): 12.35X Cap: $1B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Lumine Group Inc. (LMN $37.17)
  • $37.17 P/E (TTM): 143.92X Cap: $9.61B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Hello Team,

Looking at adding some funds to CAN stocks I already own, are you able to rank these in order from 1 to 14 based on a 3-4 year hold, I'm not worried about company size or industry. Thanks!

Upvote 21

Read Answer Asked by Kevin on September 29, 2025

• Home Depot Inc. (The) (HD $391.78)
  • $391.78 P/E (TTM): 25.79X Cap: $385.93B
  • View HD Profile
  • View Questions on HD
• Stryker Corporation (SYK $371.69)
  • $371.69 P/E (TTM): 48.33X Cap: $141.45B
  • View SYK Profile
  • View Questions on SYK

Q: Hi! Would you buy HD and SYK today? What do you think their growth prospects are over the next 5 years? Thanks so much.

Upvote 2

Read Answer Asked by Judith on September 29, 2025

• Applied Materials Inc. (AMAT $224.91)
  • $224.91 P/E (TTM): 26.16X Cap: $173.81B
  • View AMAT Profile
  • View Questions on AMAT
• Morgan Stanley (MS $165.60)
  • $165.60 P/E (TTM): 17.55X Cap: $247.97B
  • View MS Profile
  • View Questions on MS
• Thermo Fisher Scientific Inc (TMO $529.77)
  • $529.77 P/E (TTM): 30.34X Cap: $198.55B
  • View TMO Profile
  • View Questions on TMO
• Fortinet Inc. (FTNT $84.42)
  • $84.42 P/E (TTM): 33.55X Cap: $63.66B
  • View FTNT Profile
  • View Questions on FTNT
• Crocs Inc. (CROX $84.37)
  • $84.37 P/E (TTM): 21.85X Cap: $4.58B
  • View CROX Profile
  • View Questions on CROX

Q: I have the above listed US Stocks in my portfolio. Please rate each one as Buy, Hold or Sell, and the reasons for your rating.

Upvote 2

Read Answer Asked by ALNOOR on September 29, 2025

• Constellation Software Inc. (CSU $4,025.82)
  • $4,025.82 P/E (TTM): 97.2X Cap: $83.81B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: I just want to add the comment that I think the blog post summarizing the CSU call was very informative and very well written. Thank you.

Upvote 15

Read Answer Asked by Gordon on September 27, 2025

• goeasy Ltd. (GSY $159.95)
  • $159.95 P/E (TTM): 9.51X Cap: $2.55B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: Greetings 5i team,
I noticed a question today asked by Tim concerning GSY and what a target price to enter a position would be. I added some shares today at about $179, which was above your suggested entry price of $170 but this purchase only raised my average cost / share to a little more than $160. In addition to the entry price, do you think that this is a good way to view such a purchase as well?
Thank you
SP

Upvote 7

Read Answer Asked by Steve on September 26, 2025

• Fiserv Inc. (FI $123.70)
  • $123.70 P/E (TTM): 20.49X Cap: $67.47B
  • View FI Profile
  • View Questions on FI

Q: May I have you opinion of the future of Fiserv given the pending lawsuit, price decline recently and its sector of the economy?
With appreciation,
Ed

Upvote 4

Read Answer Asked by Ed on September 26, 2025

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $166.56)
  • $166.56 P/E (TTM): 22.19X Cap: $376.08B
  • View BABA Profile
  • View Questions on BABA

Q: Can you please provide an updated assessment on Alibaba, and whether your sentiment has changed vs your answer in Nov 2024? Buy Sell or Hold? Thank you.

Upvote 1

Read Answer Asked by Connie on September 26, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $137.52)
  • $137.52 P/E (TTM): 19.1X Cap: $1.65B
  • View HPS.A Profile
  • View Questions on HPS.A
• Kraken Robotics Inc. (PNG $6.09)
  • $6.09 P/E (TTM): 94.83X Cap: $1.91B
  • View PNG Profile
  • View Questions on PNG

Q: Hi guys,

Would you sell HPS.A for PNG?

Thanks,

Jim

Upvote 6

Read Answer Asked by jim on September 26, 2025

• Global X Defence Tech Index ETF (SHLD $27.43)
  • $27.43 P/E (TTM): 39.16X Cap: $143M
  • View SHLD Profile
  • View Questions on SHLD
• Howmet Aerospace Inc. (HWM $194.60)
  • $194.60 P/E (TTM): 55.72X Cap: $77.81B
  • View HWM Profile
  • View Questions on HWM

Q: I'm thinking of selling my SHLD ETF for a more concentrated defence/areospace tilt and buying either RYCEY (Rolls Royce) or HWM? the beta of HWM concerns me though?

What do you advise? I already own GE.

Upvote 4

Read Answer Asked by Graeme on September 26, 2025

• Enerflex Ltd. (EFX $15.38)
  • $15.38 P/E (TTM): 10.48X Cap: $1.86B
  • View EFX Profile
  • View Questions on EFX
• TerraVest Industries Inc. (TVK $138.50)
  • $138.50 Cap: $2.98B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK

Q: Can you tell about these companies and whether one is better than the other? Will they participate in the increasing demand for energy in North America?

Upvote 5

Read Answer Asked by Rachel on September 26, 2025

• MEG Energy Corp. (MEG $29.94)
  • $29.94 P/E (TTM): 6.67X Cap: $7.57B
  • View MEG Profile
  • View Questions on MEG

Q: I don't really like either takeover option and would rather Meg continue to operate standalone. Is this a realistic option and how can I best express this?

Upvote 3

Read Answer Asked by hal on September 26, 2025

• dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL $10.90)
  • $10.90 Cap: $2.16B
  • View DNTL Profile
  • View Questions on DNTL

Q: What are your thought on the take private offer, It seems like another low ball offer considering where it used to trade at . Probably a good offer for for the insiders!

Upvote 2

Read Answer Asked by fwb181 on September 26, 2025

• Amer Sports Inc. (AS $32.55)
  • $32.55 Cap: $19.12B
  • View AS Profile
  • View Questions on AS

Q: Hi 5i
Any thoughts on Amer Sports? They own the very successful Arcteryx clothing line as well as many other sports related businesses. At about $35, was $42 not long ago. Chip Wilson recently sold $160 million but still has 18% through his holding company. He appears to be raising cash (any idea for what?). The stock has tripled since IPO about 2 years ago. Your thoughts? How would it compare to another of your great calls, Aritzia?
Thanks, Greg

Upvote 1

Read Answer Asked by Greg on September 26, 2025

• iShares MSCI Emerging Markets Value Factor ETF (EVLU $30.30)
  • $30.30 P/E (TTM): 6.18X Cap: $8M
  • View EVLU Profile
  • View Questions on EVLU

Q: Can you provide thoughts on the iShares MSCI Emerging Markets Value Factor ETF (EVLU) as a long term investment in the current high valuation environment?
I’m seeing a 3% 30day yield, 10.7 P/E, and 0.35 fee.
If in your response you say it’s too new (less than a year) or too small (10m AUM), please remind me why those things matter and how you’d weigh them for an investment that is otherwise attractive.

Upvote 3

Read Answer Asked by Chris on September 26, 2025

• Vanguard Canadian Aggregate Bond Index ETF (VAB $23.33)
  • $23.33 Cap: $6.15B
  • View VAB Profile
  • View Questions on VAB
• iShares Core U.S. Aggregate Bond ETF (AGG $100.89)
  • $100.89 Cap: $133.60B
  • View AGG Profile
  • View Questions on AGG
• SPDR Bloomberg 1-3 Month T-Bill ETF (BIL $91.60)
  • $91.60 Cap: $42.17B
  • View BIL Profile
  • View Questions on BIL
• Global X High Interest Savings ETF (CASH $50.04)
  • $50.04 Cap: $6.74B
  • View CASH Profile
  • View Questions on CASH

Q: Saw a headline regarding the big outflow from MM funds into bond funds, can you confirm this, if so explain the reason and provide your favorite bond funds for parking cash?

Upvote 2

Read Answer Asked by Charles on September 26, 2025

• Freeport-McMoRan Inc. (FCX $42.22)
  • $42.22 P/E (TTM): 32.17X Cap: $60.25B
  • View FCX Profile
  • View Questions on FCX

Q: With copper doing quite good and these guys for such a good name as a Large Cap producer,just seem to keep walking around into sharp objects,now with this mudslide (terrible tragedy hope there’s no more fatalities)the copper is still there do you think this a buying opportunity and I could add to my position or hold on ….

Upvote 6

Read Answer Asked by Greg on September 26, 2025

• Toronto-Dominion Bank (The) (TD $112.53)
  • $112.53 P/E (TTM): 9.26X Cap: $190.37B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $90.60)
  • $90.60 P/E (TTM): 17.08X Cap: $111.87B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

Q: In my RIF and TFSA accounts I way overweight BNS, which has performed splendidly, not to mention its attractive dividend. Looking to spread some of the market risk to TD but I'm leery of the other banks as they appear way overpriced by comparison. As an income investor, should I shift to ENB, FTS, EMA for more safety?

Upvote 9

Read Answer Asked by Jean on September 26, 2025

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.90)
  • $39.90 P/E (TTM): 79.96X Cap: $6.34B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• Granite Real Estate Investment Trust (GRT.UN $77.39)
  • $77.39 P/E (TTM): 19.95X Cap: $4.66B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• Killam Apartment Real Estate Investment Trust (KMP.UN $17.82)
  • $17.82 P/E (TTM): 4.1X Cap: $2.19B
  • View KMP.UN Profile
  • View Questions on KMP.UN

Q: Citing elevated redemption requests and tighter cash flows, some asset managers are joining a growing list of firms who are warning investors about changes to their real estate funds, which range from limited redemptions to reduced monthly distributions.

For example Trez Capital Mortgage Investment Corp, Nicola Wealth Management Ltd. and Centurion Asset Management Inc. informed investors about such changes. I own CAR.UN, KMP.UN and GRT.UN. Can I please get your thoughts for these three.

Upvote 3

Read Answer Asked by Ian on September 26, 2025

• JPMorgan Nasdaq Equity Premium Income Active ETF (JEPQ $27.65)
  • $27.65 P/E (TTM): 32.74X Cap: $109M
  • View JEPQ Profile
  • View Questions on JEPQ

Q: Is there a dividend hold back on companies such as JEPQ that, as in this example, is listed on the Canadian exchange, regardless of which account it is held in?

Thanks

Upvote 1

Read Answer Asked by Donald on September 26, 2025

• Freeport-McMoRan Inc. (FCX $42.22)
  • $42.22 P/E (TTM): 32.17X Cap: $60.25B
  • View FCX Profile
  • View Questions on FCX

Q: Thoughts on whether FCX is a buy, sell, or hold. Bought years ago for very low cost and am happy to hold. Can they recover from current issues or is it better to move on? If you suggest moving on, what do you recommend as an alternative? Thank you!

Upvote 1

Read Answer Asked by Neil on September 26, 2025