Investment Q&A

• Intuit Inc. (INTU $350.94)
  • $350.94 P/E (TTM): 23.53X Cap: $97.05B
  • View INTU Profile
  • View Questions on INTU
• Microsoft Corporation (MSFT $370.87)
  • $370.87 P/E (TTM): 23.33X Cap: $2.75T
  • View MSFT Profile
  • View Questions on MSFT
• Salesforce Inc. (CRM $164.96)
  • $164.96 P/E (TTM): 21.9X Cap: $152.25B
  • View CRM Profile
  • View Questions on CRM
• Oracle Corporation (ORCL $138.09)
  • $138.09 P/E (TTM): 25.91X Cap: $397.15B
  • View ORCL Profile
  • View Questions on ORCL
• Fortinet Inc. (FTNT $76.70)
  • $76.70 P/E (TTM): 33.19X Cap: $56.75B
  • View FTNT Profile
  • View Questions on FTNT
• ServiceNow Inc. (NOW $83.00)
  • $83.00 P/E (TTM): 53.71X Cap: $86B
  • View NOW Profile
  • View Questions on NOW
• Palo Alto Networks Inc. (PANW $155.73)
  • $155.73 P/E (TTM): 92.26X Cap: $127.07B
  • View PANW Profile
  • View Questions on PANW
• Cadence Design Systems Inc. (CDNS $265.66)
  • $265.66 P/E (TTM): 69.21X Cap: $73.34B
  • View CDNS Profile
  • View Questions on CDNS
• Zscaler Inc. (ZS $118.05)
  • $118.05 Cap: $18.98B
  • View ZS Profile
  • View Questions on ZS
• Synopsys Inc. (SNPS $392.24)
  • $392.24 P/E (TTM): 62.39X Cap: $75.13B
  • View SNPS Profile
  • View Questions on SNPS

Q: Hello Team 5i & Everyone,

Would you mind providing a list of 10 American software stocks that are beat down because of AI fears that you think have good potential for a real recovery at some point in the future?

IGV seems to be holding up okay for now with the S&P500 in a downtrend, I assume because it's possibly "oversold".

Thank you!

Sandra

Upvote 5

Read Answer Asked by Sandra on April 11, 2026

• Prime Restaurants Inc. (EAT $7.57)
  • View EAT Profile
  • View Questions on EAT

Q: Can you provide an update for this company please? EPS increased 159% in 2025 on sales growth of 23% and for the 1st 6months of 2026 EPS up 32% and sales up 12%. These numbers suggest a turn around with large margin expansion and good momentum starting to slow. With a PE of 14 it seems the price has not increased in tandum with results. Please comment on this, future EPS and revenue growth, and the risk associated with the debt/equity of 93%. Thank you. John

Upvote 1

Read Answer Asked by John on April 11, 2026

• West Fraser Timber Co. Ltd. (WFG $89.60)
  • $89.60 Cap: $7.01B
  • View WFG Profile
  • View Questions on WFG

Q: Can you tell me what cdn forest companies have the largest foot print in the U.S. Also are there ant forest companies that you like?

Thanks
Auftar

Upvote 2

Read Answer Asked by auftar on April 11, 2026

• Manulife Financial Corporation (MFC $50.56)
  • $50.56 P/E (TTM): 16.64X Cap: $84.77B
  • View MFC Profile
  • View Questions on MFC
• Great-West Lifeco Inc. (GWO $67.82)
  • $67.82 P/E (TTM): 15.64X Cap: $61.46B
  • View GWO Profile
  • View Questions on GWO
• Sun Life Financial Inc. (SLF $65.27)
  • $65.27 P/E (TTM): 14.85X Cap: $36.17B
  • View SLF Profile
  • View Questions on SLF

Q: From the answers I have gleaned over those 3 insurers you seem to be favoring SLF over the other two, from a volatility & performance perspective (over 1 and 5 years) it would appear that SLF is worse. Can you give your reasons why as you obviously see SLF of better quality fundamentally going forward.

Upvote 3

Read Answer Asked by simon on April 10, 2026

• Bird Construction Inc. (BDT $47.28)
  • $47.28 P/E (TTM): 41.23X Cap: $2.61B
  • View BDT Profile
  • View Questions on BDT

Q: Bird construction reaching ATH's this week, too late to join the party ? Where is the momentum for this run coming from?

Upvote 3

Read Answer Asked by Dave on April 10, 2026

• Zedcor Inc. (ZDC $5.66)
  • $5.66 P/E (TTM): 381.43X Cap: $597M
  • View ZDC Profile
  • View Questions on ZDC

Q: Hi 5i
How were ZDC's recent earnings and guidance?
Currently hold small position looking to increase to 2 %....Would you be buyers or holders at current price given a 2 year horizon.
thx

Upvote 6

Read Answer Asked by jim on April 10, 2026

• Tidewater Renewables Ltd. (LCFS $8.40)
  • $8.40 P/E (TTM): 21.94X Cap: $294M
  • View LCFS Profile
  • View Questions on LCFS

Q: A few days ago, I sent an enquiring re LCFS. I haven’t had a response, so am sending again.
Please give your thoughts on this as well as providing other renewables you might prefer.

Also, I am interested in your thoughts on Telesat. Would you kindly express your thought on this too.

Thanks

Upvote 2

Read Answer Asked by Catherine on April 10, 2026

• Amazon.com Inc. (AMZN $238.38)
  • $238.38 P/E (TTM): 32.59X Cap: $2.56T
  • View AMZN Profile
  • View Questions on AMZN
• Costco Wholesale Corporation (COST $998.47)
  • $998.47 P/E (TTM): 71.72X Cap: $457.86B
  • View COST Profile
  • View Questions on COST
• Celestica Inc. (CLS $486.28)
  • $486.28 P/E (TTM): 46.46X Cap: $55.90B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.55)
  • $153.55 P/E (TTM): 122.87X Cap: $200.24B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $61.52)
  • $61.52 P/E (TTM): 32.77X Cap: $4.51B
  • View XQQ Profile
  • View Questions on XQQ
• Vanguard S&P 500 Index ETF (VFV $167.26)
  • $167.26 P/E (TTM): 26.01X Cap: $29B
  • View VFV Profile
  • View Questions on VFV
• Brookfield Corporation Class A Limited Voting Shares (BN $58.35)
  • $58.35 P/E (TTM): 79.73X Cap: $130.53B
  • View BN Profile
  • View Questions on BN

Q: Which of the following would be good to build on for long term investments for a 30 year old? This is for a TFSA. Looking for medium to high risk.

Upvote 20

Read Answer Asked by Nancy on April 10, 2026

• Celestica Inc. (CLS $486.28)
  • $486.28 P/E (TTM): 46.46X Cap: $55.90B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.55)
  • $153.55 P/E (TTM): 122.87X Cap: $200.24B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Which would you keep in order to potentially provide a boost to a conservative blue chip RIF? Both are small holdings, 1.5% each. Also have AAPL, MSFT, TER and NVDA for the same reason.

Upvote 7

Read Answer Asked by Gary on April 10, 2026

• BMO Covered Call Canadian Banks ETF (ZWB $26.62)
  • $26.62 P/E (TTM): 15.51X
  • View ZWB Profile
  • View Questions on ZWB
• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $16.25)
  • $16.25 P/E (TTM): 16.66X Cap: $2.16B
  • View HMAX Profile
  • View Questions on HMAX

Q: How would you compare these two, HMAX has a DY 0f 12.57% and ZWB is 5.38%. They have similar MER's. Is HMAX more 'risky?'. They appear to be in similar investments.

Upvote 6

Read Answer Asked by Graham on April 10, 2026

• Celestica Inc. (CLS $486.28)
  • $486.28 P/E (TTM): 46.46X Cap: $55.90B
  • View CLS Profile
  • View Questions on CLS
• Kinaxis Inc. (KXS $134.02)
  • $134.02 P/E (TTM): 40.89X Cap: $3.70B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Hello 5i

Would you think a switch from KXS to CLS be a better long term winner.
CLS prospects seem to be gaining strength again.

Cal

Upvote 4

Read Answer Asked by cal on April 10, 2026

• Neo Performance Materials Inc. (NEO $22.15)
  • $22.15 Cap: $921M
  • View NEO Profile
  • View Questions on NEO

Q: This has dropped back a fair bit and am looking for your current thoughts on adding to a position at the $20 level. Thank you

Upvote 2

Read Answer Asked by Robert on April 10, 2026

• Olympia Financial Group Inc. (OLY $122.36)
  • $122.36 P/E (TTM): 14.77X Cap: $294M
  • View OLY Profile
  • View Questions on OLY
• Stack Capital Group Inc. (STCK $25.00)
  • $25.00 P/E (TTM): 8.0X Cap: $329M
  • View STCK Profile
  • View Questions on STCK

Q: I am considering adding STCK(growth) and OLY(dividends)
Any thoughts or problems you can see?
Thankyou

Upvote 3

Read Answer Asked by Steve on April 10, 2026

• Okta Inc. (OKTA $62.93)
  • $62.93 P/E (TTM): 52.94X Cap: $11.13B
  • View OKTA Profile
  • View Questions on OKTA

Q: Hi gang,
What happened to okta?
Thanks. Alnoor

Upvote 1

Read Answer Asked by Alnoor on April 10, 2026

• Firan Technology Group Corporation (FTG $19.10)
  • $19.10 P/E (TTM): 43.84X Cap: $480M
  • View FTG Profile
  • View Questions on FTG
  • View Reports on FTG

Q: At first glance, the Q1 results for FTG appeared to be a beat. But the market seems to think otherwise although the trading volume is relatively low. As always, would appreciate your viewpoint.

Upvote 4

Read Answer Asked by karl on April 10, 2026

• Nebius Group N.V. (NBIS $144.97)
  • $144.97 Cap: $34.51B
  • View NBIS Profile
  • View Questions on NBIS

Q: One of my biggest investing regrets over the last 5 years has been repeated trimming of CLS and NVDA. Nothing I bought with the proceeds did nearly as well as those stocks. Hindsight is 20/20 of course. Now I'm wondering how long to let NBIS run before trimming. What is your opinion on letting NBIS run into this new momentum?

Upvote 15

Read Answer Asked by Martin on April 10, 2026

• Brookfield Infrastructure Partners L.P. (BIP.UN $50.59)
  • $50.59 Cap: $23.29B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: What portion of BIP's assets are in renewables? Does the situation with the price of oil potentially remaining higher than historically make BEP.UN more attractive than previously.

Upvote 5

Read Answer Asked by Edgar on April 10, 2026

• TELUS Corporation (T $16.41)
  • $16.41 P/E (TTM): 22.6X Cap: $25.12B
  • View T Profile
  • View Questions on T
• Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $53.73)
  • $53.73 P/E (TTM): 8.87X Cap: $12.18B
  • View QBR.B Profile
  • View Questions on QBR.B

Q: Hi 5i Team,

Are there any company-specific issues to account for yesterday's 4.28% decline in the share price of QBR.B, and the larger 6.87% decline for Telus?

A 5i member recently expressed his frustration with Telus, a view that I share.

I own both of these stocks, and have been pleased with the performance of QBR.B. With Telus, not so much!

To maintain the same weighting in the sector, I plan to sell Telus, and use the proceeds to buy more QBR.B. Your thoughts?

Thanks as always for the guidance.

Upvote 3

Read Answer Asked by Jerry on April 10, 2026

• Circle Internet Group Inc. Class A (CRCL $88.04)
  • $88.04 Cap: $21.76B
  • View CRCL Profile
  • View Questions on CRCL

Q: Your thoughts on CRCL please.Do you like this company/space and would you be a buyer today?
Thank you

Upvote 1

Read Answer Asked by John on April 10, 2026

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.55)
  • $153.55 P/E (TTM): 122.87X Cap: $200.24B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: I am in the process of creating a Shopify store. I am a novice tech guy. I am amazed at how efficient and helpful their AI component is. I’ve don’t own Shopify stock right now but after working with the product I am impressed. What is the 3-5 year outlook for this stock and is now a good time to buy?

Upvote 14

Read Answer Asked by Robert on April 10, 2026