Investment Q&A

• goeasy Ltd. (GSY $34.81)
  • $34.81 P/E (TTM): 2.54X Cap: $559M
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: I’ve sold out of GSY after a 5 year hold and am wondering about your feeling about lessons learned. It seemed that all the analysts were very positive and expectations were that any operating weakness would be temporary due to the company’s strong performance history.
Do you feel that investors were hoodwinked?
In retrospect could this have been foreseen?

Upvote 1

Read Answer Asked by richard on April 06, 2026

• Agnico Eagle Mines Limited (AEM $291.47)
  • $291.47 P/E (TTM): 24.05X Cap: $145.35B
  • View AEM Profile
  • View Questions on AEM

Q: There was a banner on BNN this morning that said our trade deficit widened due to an increase in imports of gold. Who is buying that much physical gold and why is it coming from foreign sources? This seems curious to me. Thanks. Ian

Upvote 2

Read Answer Asked by Ian on April 06, 2026

• Wheaton Precious Metals Corp. (WPM $188.50)
  • $188.50 P/E (TTM): 42.85X Cap: $85.74B
  • View WPM Profile
  • View Questions on WPM

Q: WPM just announced a new streaming agreement. Could you break down the mechanics of how this actually works in simple terms. I am confused as to the purchase of the resources at 20% of spot price. For example, if spot price is $100, does Wheaton pay $20? Thx in advance.

Upvote 1

Read Answer Asked by Kelly on April 06, 2026

Q: I also upgraded to Portfolio Analytics recently, just yesterday. My experience is fantastic. Thank you for such a helpful tool.

Upvote 3

Read Answer Asked by Hali on April 06, 2026

• Pembina Pipeline Corporation (PPL $61.90)
  • $61.90 P/E (TTM): 22.33X Cap: $36.07B
  • View PPL Profile
  • View Questions on PPL

Q: What is 5Ri take of PPL-T?

Upvote 2

Read Answer Asked by Tom on April 06, 2026

• Orecap Invest Corp. (OCI $0.11)
  • $0.11 P/E (TTM): 5.25X Cap: $26M
  • View OCI Profile
  • View Questions on OCI

Q: Hello,

OCI appears very undervalued based on all the companies it has invested in.
Its market cap in only $25 miilion , but if you add up what is owns in the 7+ companies its much higher. thanks
George

Upvote 1

Read Answer Asked by George on April 06, 2026

• Amazon.com Inc. (AMZN $209.87)
  • $209.87 P/E (TTM): 29.26X Cap: $2.25T
  • View AMZN Profile
  • View Questions on AMZN
• Costco Wholesale Corporation (COST $1,016.62)
  • $1,016.62 P/E (TTM): 70.53X Cap: $450.28B
  • View COST Profile
  • View Questions on COST
• Alphabet Inc. (GOOG $294.06)
  • $294.06 P/E (TTM): 27.24X Cap: $3.57T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $372.91)
  • $372.91 P/E (TTM): 23.36X Cap: $2.77T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $177.66)
  • $177.66 P/E (TTM): 36.2X Cap: $4.31T
  • View NVDA Profile
  • View Questions on NVDA

Q: Hi, 5i team
I have been holding these US stocks for several years. Do you think they are good for long term holding?
Are these company worth adding positions in recent pullback? If so, what entry points you recommend for them?
Any one you think is a "sell" just in case?

Thanks

Upvote 2

Read Answer Asked by Jane on April 06, 2026

• BlackSky Technology Inc. Class A (BKSY $30.81)
  • $30.81 Cap: $1.13B
  • View BKSY Profile
  • View Questions on BKSY

Q: BKSY caught some wind in its sails. Should I stay aboard?

Upvote 2

Read Answer Asked by Gerald on April 06, 2026

• Brookfield Corporation Class A Limited Voting Shares (BN $56.93)
  • $56.93 P/E (TTM): 77.51X Cap: $127.35B
  • View BN Profile
  • View Questions on BN

Q: So I am reading an article in The Economist on business development companies ( BDC ) and private credit companies in general which states that “Oaktree allowed 8.5 % of one of its ( BDC ) funds to leave PAYING SOME OF THEM WITH CASH FROM BROOKFIELD ( my caps).

Now BN is always telling us how stable , thoughtful and careful they are with our money and Oaktree and Mr. Marks tells us how so risk adverse they are , but I am ( BN shareholder ) beginning to wonder.

Would you analyze the situation and tell us how much of a problem this could be for BN.
Thanks. Derek.

Upvote 3

Read Answer Asked by Derek on April 06, 2026

• Brookfield Renewable Partners L.P. (BEP.UN $47.00)
  • $47.00 Cap: $31.69B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $57.50)
  • $57.50 Cap: $8.38B
  • View BEPC Profile
  • View Questions on BEPC
• Brookfield Corporation Class A Limited Voting Shares (BN $56.93)
  • $56.93 P/E (TTM): 77.51X Cap: $127.35B
  • View BN Profile
  • View Questions on BN

Q: Hi 5i
I am tempted to sell BEP.UN to buy more BN. BEP.UN is about 1% of port., BN about 1.7%. BEP.UN is at 52 week high and often pulls back to under 40 from here. BN is well off its high so going forward, I see it with better total return potential. Have held both for many years. I am starting to hear rumblings of private equity/private credit/mark to market problems, which make me a little hesitant on BN. Also the BEPC/BEP.UN discrepancy has narrowed somewhat so I'm not sure how this factors in. I look forward to your thoughts.
Thanks, Greg

Upvote 2

Read Answer Asked by Greg on April 06, 2026

• Suncor Energy Inc. (SU $91.92)
  • $91.92 P/E (TTM): 18.87X Cap: $108.86B
  • View SU Profile
  • View Questions on SU
• Canadian Natural Resources Limited (CNQ $66.44)
  • $66.44 P/E (TTM): 12.79X Cap: $137.98B
  • View CNQ Profile
  • View Questions on CNQ
• Tourmaline Oil Corp. (TOU $64.37)
  • $64.37 P/E (TTM): 89.33X Cap: $24.90B
  • View TOU Profile
  • View Questions on TOU
• Whitecap Resources Inc. (WCP $15.11)
  • $15.11 P/E (TTM): 14.75X Cap: $18.25B
  • View WCP Profile
  • View Questions on WCP
• Athabasca Oil Corporation (ATH $10.77)
  • $10.77 P/E (TTM): 22.04X Cap: $5.17B
  • View ATH Profile
  • View Questions on ATH
• Tamarack Valley Energy Ltd. (TVE $11.30)
  • $11.30 Cap: $5.41B
  • View TVE Profile
  • View Questions on TVE

Q: As Energy stocks went down today,are there any stocks you believe
are good buys?.Also is Tou or any other natural stocks good buy?.

Upvote 5

Read Answer Asked by Nizar on April 06, 2026

• Wells Fargo & Company (WFC $81.15)
  • $81.15 P/E (TTM): 12.85X Cap: $248.68B
  • View WFC Profile
  • View Questions on WFC
• Canadian National Railway Company (CNR $144.40)
  • $144.40 P/E (TTM): 19.12X Cap: $88.52B
  • View CNR Profile
  • View Questions on CNR
• Canadian Natural Resources Limited (CNQ $66.44)
  • $66.44 P/E (TTM): 12.79X Cap: $137.98B
  • View CNQ Profile
  • View Questions on CNQ
• Restaurant Brands International Inc. (QSR $106.72)
  • $106.72 P/E (TTM): 32.73X Cap: $48.68B
  • View QSR Profile
  • View Questions on QSR
• Tourmaline Oil Corp. (TOU $64.37)
  • $64.37 P/E (TTM): 89.33X Cap: $24.90B
  • View TOU Profile
  • View Questions on TOU
• Canoe EIT Income Fund (EIT.UN $16.60)
  • $16.60 P/E (TTM): 17.26X Cap: $2.62B
  • View EIT.UN Profile
  • View Questions on EIT.UN

Q: Could you tell me the MER of this fund and how and when do you pay it,also what are the top holdings and how safe is that juicy dividend…thanks

Upvote 1

Read Answer Asked by Greg on April 06, 2026

• GFL Environmental Inc. subordinate voting shares (GFL $62.01)
  • $62.01 P/E (TTM): 6.35X Cap: $22.26B
  • View GFL Profile
  • View Questions on GFL

Q: What are your thoughts on this latest acquisition and after hitting a 52 week low last week ,and where do you rate this company stock between 1-10 and 10 of course being a table pounder …thanks

Upvote 1

Read Answer Asked by Greg on April 06, 2026

• Awale Resources Limited (ARIC $0.87)
  • $0.87 Cap: $93M
  • View ARIC Profile
  • View Questions on ARIC

Q: Hello 5i,

What is your view of ARIC today.

Thanks,

George

Upvote 2

Read Answer Asked by George on April 03, 2026

• American Eagle Gold Corp. (AE $1.20)
  • $1.20 Cap: $207M
  • View AE Profile
  • View Questions on AE

Q: Hello 5i,

What is your view of AE today.

Thanks,
George

Upvote 1

Read Answer Asked by George on April 03, 2026

• Canadian Natural Resources Limited (CNQ $66.44)
  • $66.44 P/E (TTM): 12.79X Cap: $137.98B
  • View CNQ Profile
  • View Questions on CNQ

Q: Hi Folks,
I currently own CNQ in my non-registered account. I want to add it to my other accounts ( TFSA and RRSP ) in which I have no direct exposure to oil. My question is, am I too late to be adding a new position considering the run that CNQ has been on or do you expect oil prices to continue rising?
Thanks

Upvote 3

Read Answer Asked by JOHN on April 03, 2026

• Constellation Software Inc. (CSU $2,441.27)
  • $2,441.27 P/E (TTM): 74.13X Cap: $51.73B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $165.33)
  • $165.33 P/E (TTM): 130.1X Cap: $214.63B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Savaria Corporation (SIS $27.15)
  • $27.15 P/E (TTM): 28.0X Cap: $6.13B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.86)
  • $52.86 P/E (TTM): 18.19X Cap: $27B
  • View XIC Profile
  • View Questions on XIC
• Aritzia Inc. Subordinate Voting Shares (ATZ $114.18)
  • $114.18 Cap: $13.18B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Kraken Robotics Inc. (PNG $8.50)
  • $8.50 P/E (TTM): 139.5X Cap: $2.56B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Vanguard Total Stock Market ETF (VTI $324.38)
  • $324.38 P/E (TTM): 25.59X Cap: $606.25B
  • View VTI Profile
  • View Questions on VTI
• Brookfield Corporation Class A Limited Voting Shares (BN $56.93)
  • $56.93 P/E (TTM): 77.51X Cap: $127.35B
  • View BN Profile
  • View Questions on BN

Q: My kids RESP currently hold CSU, SHOP, SIS, ATZ, XIC, BN, PNG, VTI. CSU was purchased at $3,250 and SHOP at $210. Is it wise to average down now or is there another one or two that will be good to add to this mix?

Thank you!

Upvote 8

Read Answer Asked by Jacquelyn on April 03, 2026

• Open Text Corporation (OTEX $31.50)
  • $31.50 P/E (TTM): 13.56X Cap: $7.85B
  • View OTEX Profile
  • View Questions on OTEX
• Lulu's Fashion Lounge Holdings Inc. (LVLU $11.33)
  • $11.33 Cap: $32M
  • View LVLU Profile
  • View Questions on LVLU

Q:


Greetings,

I bought OTEX at $53. near the begining of the year. Its around $31. now. Should I sell or hold.

Also LVLU was bought in earl January of this year at $28. and has been quite a loser since. Seeing its hovering around $12. today, should I sell this one fast?

Thanks you.

Upvote 2

Read Answer Asked by John on April 03, 2026

• High Liner Foods Incorporated (HLF $14.35)
  • $14.35 P/E (TTM): 8.65X Cap: $406M
  • View HLF Profile
  • View Questions on HLF
  • View Reports on HLF

Q: Excluding a takeover I don't see this as a big outperformer but the dividend is nice. Your thoughts on the stability of the payout and a brief comment on the company would help me decide if I add to my position on weakness.
Many Thanks!

Upvote 1

Read Answer Asked by Robert on April 03, 2026

• iShares S&P/TSX Global Gold Index ETF (XGD $58.80)
  • $58.80 P/E (TTM): 24.93X Cap: $4.04B
  • View XGD Profile
  • View Questions on XGD
• iShares S&P/TSX Capped Energy Index ETF (XEG $26.74)
  • $26.74 P/E (TTM): 12.58X Cap: $2.26B
  • View XEG Profile
  • View Questions on XEG

Q: What weights do you recommend in energy and gold at this time? Thanks. Shyam

Upvote 2

Read Answer Asked by Shyam on April 03, 2026