Investment Q&A

• Applied Optoelectronics Inc. (AAOI $140.65)
  • $140.65 Cap: $11.96B
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Q: Can you comment on the investment potential of this name?

Upvote 1

Read Answer Asked by Kim on April 23, 2026

• Waste Connections Inc. (WCN $229.22)
  • $229.22 P/E (TTM): 37.31X Cap: $54.46B
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Q: Comments on earnings please

Upvote 2

Read Answer Asked by Margot on April 23, 2026

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.17)
  • $172.17 P/E (TTM): 139.22X Cap: $235.54B
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Q: Thursday morning at 10am and SHOP is dropping like a rock. Don't see any news. Is there anything happening that you see?

Upvote 2

Read Answer Asked on April 23, 2026

• Franco-Nevada Corporation (FNV $336.17)
  • $336.17 P/E (TTM): 42.47X Cap: $64.89B
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• Wheaton Precious Metals Corp. (WPM $195.98)
  • $195.98 P/E (TTM): 43.26X Cap: $89.91B
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• Agnico Eagle Mines Limited (AEM $273.45)
  • $273.45 P/E (TTM): 22.61X Cap: $139.58B
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• Pan American Silver Corp. (PAAS $76.03)
  • $76.03 P/E (TTM): 21.98X Cap: $32.58B
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• Silvercorp Metals Inc. (SVM $16.64)
  • $16.64 Cap: $3.77B
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• Aris Mining Corporation (ARIS $25.82)
  • $25.82 P/E (TTM): 115.25X Cap: $5.42B
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• First Majestic Silver Corp. (AG $27.76)
  • $27.76 Cap: $14.07B
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Q: Dear Peter:

These are stocks I hold across various accounts. Thanks for suggesting these. I have done well though they have pulled back a bit.

What is your current view on these miners? Add, Hold or Sell some and consolidate? Or would you sell some and add a new miner?

Always appreciate your input.

Upvote 2

Read Answer Asked by Savalai on April 23, 2026

• Medpace Holdings Inc. (MEDP $391.72)
  • $391.72 P/E (TTM): 33.65X Cap: $14.52B
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Q: Medpace has not had a great day after its earnings release. Has the market reaction been overdone? Is it time to move on to something else or hold on for some recovery? If its time to move on, what would you recommend in the health care field that has better growth prospects?

Upvote 1

Read Answer Asked by Gord on April 23, 2026

• Constellation Software Inc. (CSU $2,509.00)
  • $2,509.00 P/E (TTM): 77.63X Cap: $56.18B
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• Topicus.com Inc. (TOI $101.68)
  • $101.68 P/E (TTM): 313.9X Cap: $13.53B
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• Lumine Group Inc. (LMN $21.00)
  • $21.00 P/E (TTM): 36.97X Cap: $5.77B
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Q: These 3 are dropping this morning.
Is there any news that accounts for the drop?

Thanks

Upvote 3

Read Answer Asked by Herm on April 23, 2026

• Constellation Software Inc. (CSU $2,509.00)
  • $2,509.00 P/E (TTM): 77.63X Cap: $56.18B
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Q: I notice that csu and it's affiliates are falling today. I imagine that this is related to Service Now's results and prognosis for the future. It seems that this fear of software is really sticky and never goes away. Many of us are a bit paralyzed by this. How do you see it and would you still currently invest in country?
With appreciation

Upvote 3

Read Answer Asked by joseph on April 23, 2026

• Constellation Software Inc. (CSU $2,509.00)
  • $2,509.00 P/E (TTM): 77.63X Cap: $56.18B
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Q: -6%. I can’t see any reason. What am I missing?

Upvote 2

Read Answer Asked by Danny on April 23, 2026

• Constellation Software Inc. (CSU $2,509.00)
  • $2,509.00 P/E (TTM): 77.63X Cap: $56.18B
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Q: Any guidance on the big drop in CSU today?

Upvote 2

Read Answer Asked by Mark on April 23, 2026

• Galaxy Digital Inc. (GLXY $26.58)
  • $26.58 Cap: $10.46B
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Q: Looking to increase holdings in GLXY from 1.5 to 3%. Any reason to wait until after quarter results announced before starting to add ?
Would appreciate your comments.
Thank you., as always.

Upvote 1

Read Answer Asked by Alexandra on April 23, 2026

• Global X Artificial Intelligence Infrastructure Index ETF (MTRX $36.54)
  • $36.54 Cap: $42M
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• CI Global Artificial Intelligence Fund (CIAI $35.87)
  • $35.87 P/E (TTM): 13.89X Cap: $1.13B
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• Global X Artificial Intelligence & Technology Index ETF (AIGO $32.23)
  • $32.23 P/E (TTM): 24.17X Cap: $20M
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Q: What CDN ETF would you recommend to play on the AI theme.

Thanks for the great service

Upvote 1

Read Answer Asked by Hector on April 23, 2026

Q: Silly questions. Is there a methodology to holding cyclical stocks? By being "buy and hold" am I missing out profitable opportunities?

Upvote 11

Read Answer Asked by Brenda on April 23, 2026

• POET Technologies Inc. (PTK $7.38)
  • $7.38 Cap: $669M
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Q: Have you changed your opinion on POET?

Upvote 1

Read Answer Asked by Judith on April 23, 2026

• Thomson Reuters Corporation (TRI $122.45)
  • $122.45 P/E (TTM): 28.74X Cap: $56.50B
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• Lumine Group Inc. (LMN $21.00)
  • $21.00 P/E (TTM): 36.97X Cap: $5.77B
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Q: I plan to start an investment into either TRI or LMN. Which stock do you think has the most upside.

Thank-you.

Upvote 5

Read Answer Asked by Robert on April 23, 2026

• SoFi Agentic AI ETF (AGIQ $21.87)
  • $21.87 P/E (TTM): 38.09X Cap: $9M
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Q: Dear 5i
What stock or ETF would you recommend to play on the AI agent theme ? What do you think of cursor ?
Thanks
Bill C

Upvote 2

Read Answer Asked by Bill on April 23, 2026

• 5N Plus Inc. (VNP $33.17)
  • $33.17 P/E (TTM): 43.34X Cap: $3B
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $88.55)
  • $88.55 P/E (TTM): 40.98X Cap: $10.02B
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Q: I am thinking of buying a small cap for growth and AII and VNP have both gone up already. Do you like either, both neither, or would you wait for a pullback.

Can I get your opinion on GRGD please. The SP is up quite a bit and took quite a drop today

Upvote 3

Read Answer Asked by Steven on April 23, 2026

• POET Technologies Inc. (PTK $7.38)
  • $7.38 Cap: $669M
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• Marvell Technology Inc. (MRVL $167.35)
  • $167.35 P/E (TTM): 49.29X Cap: $137.56B
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Q: Have been watching them for awhile now and am considering investing in them!
Would you please give me an analysis of them and would you seet hem continuing their upward momentum?
Thanx as usual
Gary

Upvote 1

Read Answer Asked by Gary on April 23, 2026

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,474.74)
  • $2,474.74 P/E (TTM): 8.58X Cap: $53.02B
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Q: What's your thought on this Co. with what's going on in the world , especially in Mid-East. With the current price in the middle of 52 w. high/ Lo, what would be a good entry point. Thank You

Upvote 4

Read Answer Asked by DAVID on April 23, 2026

• Visa Inc. (V $307.21)
  • $307.21 P/E (TTM): 29.48X Cap: $596.43B
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• TELUS Corporation (T $16.91)
  • $16.91 P/E (TTM): 23.36X Cap: $25.75B
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• Dollarama Inc. (DOL $170.65)
  • $170.65 P/E (TTM): 36.21X Cap: $46.53B
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• Thomson Reuters Corporation (TRI $122.45)
  • $122.45 P/E (TTM): 28.74X Cap: $56.50B
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• Vitalhub Corp. (VHI $7.90)
  • $7.90 P/E (TTM): 81.4X Cap: $510M
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• Lumine Group Inc. (LMN $21.00)
  • $21.00 P/E (TTM): 36.97X Cap: $5.77B
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Q: I plan to do some consolidating and have a 3 part question:
Please rank companies on your conviction for total return over the next 3-5 years
Please indicate the position size you would hold each one - full, half, ……..
If the lowest two in the first part are not the ones you would get rid of - please explain. ram

Upvote 4

Read Answer Asked by Ray on April 23, 2026

• Apple Inc. (AAPL $273.52)
  • $273.52 P/E (TTM): 33.69X Cap: $3.90T
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• Intuitive Surgical Inc. (ISRG $481.78)
  • $481.78 P/E (TTM): 57.34X Cap: $171.74B
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• ISHARES BITCOIN TR (IBIT $44.45)
  • $44.45 Cap: $63.09B
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Q: Hello 5I.
I would like to sell ISRG and IBIT and buy AAPL. I'm in a loss position on both ISRG and IBIT and can use the cap loss. And I like CEO change at AAPL. Any thoughts?

Carl

Upvote 1

Read Answer Asked by Carl on April 23, 2026