Investment Q&A

• Planet Labs PBC Class A (PL $35.72)
  • $35.72 Cap: $13.66B
  • View PL Profile
  • View Questions on PL
• Firefly Aerospace Inc. (FLY $36.03)
  • $36.03 Cap: $6.99B
  • View FLY Profile
  • View Questions on FLY

Q: Hello Team,

What do you think of PL and its valuation now. The stock has been on a tear. Is it still burning through too much cash? How far are they from profitability? What rating do give their balance sheet? Would you invest in it today despite its very high valuation? Or will you wait for it to consolidate? Do you think that will happen after the War with Iran?

Would FLY be a good compliment to PL, given the increased interest in all things space? Or would invest in one only?

I appreciate your unbiased insight, Always! :)

Upvote 1

Read Answer Asked by Saeed on April 24, 2026

• Greenlane Renewables Inc. (GRN $0.24)
  • $0.24 Cap: $36M
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• Anaergia Inc. (ANRG $2.97)
  • $2.97 Cap: $503M
  • View ANRG Profile
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Q: Do you like either of these companies and are either a buy at current levels for a 2-3 year plan. i hold mostly blue chip dividend players so these would just be a small percentage of the portfolio. thanks

Upvote 1

Read Answer Asked by Steven on April 24, 2026

• VanEck Rare Earth/Strategic Metals ETF (REMX $98.01)
  • $98.01 P/E (TTM): 102.36X Cap: $255M
  • View REMX Profile
  • View Questions on REMX

Q: Dear Peter:

I just saw a YouTube clip that talked about REXC. A Sprott run ETF in USD totally focused on Rare Earth materials ex-China. Very small! (unlike Sprott?)
I don't see any questions on it neither do I see the symbol.

Any thoughts?

Upvote 1

Read Answer Asked by Savalai on April 24, 2026

• AltaGas Ltd. (ALA $49.51)
  • $49.51 P/E (TTM): 19.28X Cap: $15.48B
  • View ALA Profile
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Q: I own Altagas and it has done well for me. I am considering adding to ALA or buying Capital Power. What would you recommend? Thank You.

Upvote 1

Read Answer Asked by Brian on April 24, 2026

• Firefly Aerospace Inc. (FLY $36.03)
  • $36.03 Cap: $6.99B
  • View FLY Profile
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Q: Peter; Would you add some here ? Thanks.
Rod

Upvote 1

Read Answer Asked by Rodney on April 24, 2026

• iShares S&P/TSX Capped Energy Index ETF (XEG $25.46)
  • $25.46 P/E (TTM): 12.58X Cap: $2.42B
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• iShares S&P/TSX Capped Materials Index ETF (XMA $46.31)
  • $46.31 P/E (TTM): 31.72X Cap: $725M
  • View XMA Profile
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• Horizon Kinetics Inflation Beneficiaries ETF (INFL $53.01)
  • $53.01 P/E (TTM): 37.43X Cap: $1.52B
  • View INFL Profile
  • View Questions on INFL

Q: Is there a Canadian ETF that is similar to INFL?
Thanks

Upvote 1

Read Answer Asked on April 24, 2026

Q: how do i access BenchmarkBeaters? I try ...../BB and it says redeem membership in that window.

Upvote 1

Read Answer Asked by Danny-boy on April 24, 2026

• EnerSys (ENS $209.30)
  • $209.30 P/E (TTM): 25.04X Cap: $7.65B
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• Ondas Inc (ONDS $10.56)
  • $10.56 Cap: $5.07B
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• UiPath Inc. Class A (PATH $9.99)
  • $9.99 P/E (TTM): 20.94X Cap: $5.28B
  • View PATH Profile
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• Ouster Inc. (OUST $28.02)
  • $28.02 Cap: $1.67B
  • View OUST Profile
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• Firefly Aerospace Inc. (FLY $36.03)
  • $36.03 Cap: $6.99B
  • View FLY Profile
  • View Questions on FLY

Q: Hello,

I have a relatively small position in UIpath Inc. and the stock price is now down about 40% since I purchased it.

Might it be time to move on, and if so, how would you rank the following in terms of potential replacements: OUST, ENS, FLY, ONDS.

Thanks very much,

Brad

Upvote 2

Read Answer Asked by Bradley on April 24, 2026

• ABB Ltd. (ABBNY $98.91)
  • $98.91 P/E (TTM): 48.68X Cap: $181.19B
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Q: Hello, have owned ABBNY (thanks to a previous Q&A here) for some time and it has done well...steadily reaching new highs and I understand recent record earnings and orders. However, I'm also reading that it has gotten rather expensive. Just wondering if you can provide your thoughts on it. I note last question on it was in 2024 and you had good things to say about it then. Thanks for your great service!!

Upvote 1

Read Answer Asked by jeff on April 24, 2026

• Beyond Meat Inc. (BYND $0.98)
  • $0.98 Cap: $440M
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Q: Lots of volume and some nice gains lately!
Your analysis and guidance would be greatly appreciated here!
Thanx as usual
Gary

Upvote 1

Read Answer Asked by Gary on April 24, 2026

• Metro Inc. (MRU $90.60)
  • $90.60 P/E (TTM): 26.04X Cap: $19.15B
  • View MRU Profile
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Q: Hello, please comment on MRU earnings. Are they trending down on sssg? Thanks

Upvote 1

Read Answer Asked by Martin on April 24, 2026

• Trisura Group Ltd. (TSU $45.90)
  • $45.90 P/E (TTM): 15.8X Cap: $2.21B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU

Q: Chances of Brookfield acquiring TSU as it reentere the Property and Casualty sector

Upvote 3

Read Answer Asked by Robert on April 24, 2026

• iShares S&P/TSX Capped Materials Index ETF (XMA $46.31)
  • $46.31 P/E (TTM): 31.72X Cap: $725M
  • View XMA Profile
  • View Questions on XMA

Q: Thanks for your help and advice in these crazy choppy markets!

My inquiry is about the basic mineral sector.
Is there an ETF you'd recommend focusing on the basic mineral part of the market, perhaps in both Canada and the US?

Thnx 5I

Upvote 1

Read Answer Asked by David on April 24, 2026

Q: How many stocks/ETFs/mutual funds do YOU own? How many would you recommend? Does this number change based on your age and where one’s at in investing ?

Also, I just want to thank you for your hard work and consistency with your Members at 5i. Your services are life changing for all of us. So thank you again.

Nick

Upvote 13

Read Answer Asked by Nick on April 24, 2026

• Canoe EIT Income Fund (EIT.UN $16.66)
  • $16.66 P/E (TTM): 17.26X Cap: $2.62B
  • View EIT.UN Profile
  • View Questions on EIT.UN

Q: Good morning.

What are your thoughts on EIT. Seems like a good core holding for income focused investors given the yield. Solid geographical split and looks like monthly distributions are taxed as capital.

Anything obvious that I am missing?

Thanks as always.

Upvote 2

Read Answer Asked by Trevor on April 24, 2026

• Intuitive Surgical Inc. (ISRG $477.32)
  • $477.32 P/E (TTM): 61.45X Cap: $169.58B
  • View ISRG Profile
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• KKR & Co. Inc. (KKR $101.76)
  • $101.76 P/E (TTM): 45.26X Cap: $90.61B
  • View KKR Profile
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• Blackstone Inc. (BX $121.83)
  • $121.83 P/E (TTM): 33.44X Cap: $90.79B
  • View BX Profile
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• Brookfield Corporation Class A Limited (BN $45.24)
  • $45.24 P/E (TTM): 84.56X Cap: $101.75B
  • View BN Profile
  • View Questions on BN

Q: Hi, I have 7% BN and 1% KKR, BX & ISRG each. With ISRG/BX first quarter results out , i am thinking of bumping up from 1% to half position. Your suggestions please. Thanks S

Upvote 2

Read Answer Asked by S on April 24, 2026

• PyroGenesis Inc. (PYR $0.41)
  • $0.41 Cap: $86M
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• Gatekeeper Systems Inc. (GSI $1.40)
  • $1.40 Cap: $143M
  • View GSI Profile
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Q: Do either of these companies have a chance for decent growth? thanks for your answer.

Upvote 3

Read Answer Asked by Steven on April 24, 2026

• Secure Waste Infrastructure Corp. (SES $23.20)
  • $23.20 P/E (TTM): 41.71X Cap: $5.06B
  • View SES Profile
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• GFL Environmental Inc. Subordinate no par value (GFL $40.37)
  • $40.37 P/E (TTM): 5.54X Cap: $14.50B
  • View GFL Profile
  • View Questions on GFL

Q: I have 400 shares of SES,could you walk me through the math on this if i do nothing when the takeover by GFL takes place later this year at $ 24.75 a share,how many shares of GFL will i have and if applicable any cash...Thanks

Upvote 3

Read Answer Asked by Greg on April 24, 2026

• Orca Energy Group Inc. (ORC.B $3.78)
  • $3.78 P/E (TTM): 53.38X Cap: $395M
  • View ORC.B Profile
  • View Questions on ORC.B

Q: I am curious about the Orca Energy Group. On April 13, 2026, Orca announced it would divest its Tanzanian business. Isn't that their whole business? What happens to the stock going forward? Is the company being liquidated? if so is there a time line?

Upvote 1

Read Answer Asked by william on April 24, 2026

• Texas Instruments Incorporated (TXN $275.80)
  • $275.80 P/E (TTM): 43.28X Cap: $256.95B
  • View TXN Profile
  • View Questions on TXN

Q: I’m very pleased with the nice bump from TXN today - can you please summarize their quarterly report?

Upvote 2

Read Answer Asked by Robert on April 24, 2026