Investment Q&A

• Amgen Inc. (AMGN $349.72)
  • $349.72 P/E (TTM): 25.38X Cap: $189.47B
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• Intuitive Surgical Inc. (ISRG $478.53)
  • $478.53 P/E (TTM): 61.34X Cap: $169.65B
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• AbbVie Inc. (ABBV $205.29)
  • $205.29 P/E (TTM): 93.12X Cap: $368.38B
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• Eli Lilly and Company (LLY $917.33)
  • $917.33 P/E (TTM): 40.54X Cap: $867.39B
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Q: Could I have three US Healthcare names you recommend today please.
Many thanks!

Upvote 3

Read Answer Asked by Issaku on September 26, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $174.30)
  • $174.30 P/E (TTM): 28.12X Cap: $2.20B
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• Kraken Robotics Inc. (PNG $9.24)
  • $9.24 P/E (TTM): 167.5X Cap: $2.94B
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• Zedcor Inc. (ZDC $5.35)
  • $5.35 P/E (TTM): 400.71X Cap: $586M
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Q: Hello 5i

HPS seems to be in the doldrums and not sure they will recover. I'm thinking of selling full position in HPS and take half position in each of PNG and ZDC. (Both of which I don't currently own)

I have all of them as growth stocks so what's your opinion on this trade idea?

Thanks
Ken

Upvote 12

Read Answer Asked by Kenneth on September 26, 2025

• Aquestive Therapeutics Inc. (AQST $4.14)
  • $4.14 Cap: $490M
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Q: Cramer was on Mad Money talking about a speculative stock Aquestive Therapeutics. What do you think of the company? Do they have a lot of debt? When will Anaphylm get approval? Would you be a buyer? Thank you

Upvote 2

Read Answer Asked by patricia on September 26, 2025

• Dynamic Active Crossover Bond ETF (DXO $19.56)
  • $19.56 Cap: $97M
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• Global X High Interest Savings ETF (CASH $50.02)
  • $50.02 P/E (TTM): 13.15X Cap: $6.83B
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Q: Have cash to park for now, what would be the best choice here…or maybe be a mix of both.
Thanks you and have a great day.

Upvote 1

Read Answer Asked by Sonny on September 25, 2025

• Propel Holdings Inc. (PRL $17.90)
  • $17.90 P/E (TTM): 9.85X Cap: $747M
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Q: Dear 5i
PRL has been steadily going down over the last 6 months . I am beginning to lose patience with this one. Is it a hold , sell or a buy more situation ?
Thanks
Bill C

Upvote 12

Read Answer Asked by Bill on September 25, 2025

Q: I need to deploy about $400K in equities for a 75 year old friend whose instructions are conservative, low beta dividend paying stocks. He already has the usual suspects including the banks, Enbridge, plus FC and a few others. I can always add to his current holdings but RSI says many are stretched at the moment. Any thoughts or recommendations?

Upvote 10

Read Answer Asked by Kim on September 25, 2025

• Capstone Copper Corp. (CS $9.77)
  • $9.77 P/E (TTM): 19.83X Cap: $7.78B
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Q: Capstone was up 11% yesterday. Do you have any details why?
Would it be a good idea to sell half of my position in CS and buy
Lundin mining. (LUN) for diversification.

Thanks

Dave.

Upvote 5

Read Answer Asked by David on September 25, 2025

• Champion Iron Limited Ordinary Shares (CIA $4.56)
  • $4.56 P/E (TTM): 12.99X Cap: $2.44B
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Q: Could you give me your opinion on this stock should I buy now ???.

Jim.

Upvote 3

Read Answer Asked by James on September 25, 2025

Q: Hi

Dick asked a question and you answered but there was no reference to the equities to which he was referring. You said they weren't SELLS.

Can you share what companies he was asking about?

This happens everyone once in a while. Is that because people aren't including the ticker symbol in the subject line?

Thanks
Robert

Upvote 8

Read Answer Asked by Robert on September 25, 2025

• Alphabet Inc. (GOOG $305.13)
  • $305.13 P/E (TTM): 28.62X Cap: $3.72T
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• United Rentals Inc. (URI $718.64)
  • $718.64 P/E (TTM): 19.3X Cap: $45.69B
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• Axon Enterprise Inc. (AXON $501.45)
  • $501.45 P/E (TTM): 335.48X Cap: $40.87B
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• Medpace Holdings Inc. (MEDP $460.48)
  • $460.48 P/E (TTM): 29.75X Cap: $12.90B
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• Oklo Inc. Class A (OKLO $54.99)
  • $54.99 Cap: $9.84B
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• Nebius Group N.V. (NBIS $118.74)
  • $118.74 Cap: $28.23B
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Q: Oklo has been an excellent stock for me with huge gains. I have taken profits along the way. Looks like a possible correction started. Would it be a good time to move onto something else. If so, could you give me three or four stocks to consider

Upvote 8

Read Answer Asked by Bruce on September 25, 2025

• Celestica Inc. (CLS $384.36)
  • $384.36 P/E (TTM): 39.65X Cap: $43.24B
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Q: Any reason why CLS dropped $22CAN and is also down now $12US pre market?

Thanks

Upvote 9

Read Answer Asked by Herm on September 25, 2025

• Descartes Systems Group Inc. (The) (DSG $99.17)
  • $99.17 P/E (TTM): 42.36X Cap: $8.40B
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Q: Hi, at what point would you start nibbling away at DSG? It seems to me to be victim of the AI-software concerns (similar to CSU entities). Your prior recent comments were quite favourable after their Q release so I am somewhat surprised/shocked the market has taken this down further. It is nearing a 52 week low.
Given the downward momentum, it may have another 5% to go but it looks to be a compelling buy around $135.
I have owned for years (trimmed along the way) and done well in the past by buying the dips. Is this yet another rare buying opportunity?

Cheers,
Steve

Upvote 10

Read Answer Asked by Stephen on September 25, 2025

• IREN Limited (IREN $40.57)
  • $40.57 P/E (TTM): 76.71X Cap: $14.02B
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Q: Is this buyable at these level? Market cap at about 11B and they are growing capacity. Can this continue to do well?

Upvote 8

Read Answer Asked by Sal on September 25, 2025

• Constellation Software Inc. (CSU $2,518.22)
  • $2,518.22 P/E (TTM): 78.8X Cap: $54.41B
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Q: Very sad news regrading Mark Leonard's health. I hope he makes a speedy and full recovery. I heard him speak during the conference call on Monday. He sounds like very nice and intelligent gentleman. I wish him the best!

Upvote 34

Read Answer Asked by Danny-boy on September 25, 2025

• Constellation Software Inc. (CSU $2,518.22)
  • $2,518.22 P/E (TTM): 78.8X Cap: $54.41B
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Q: I am in process of transfering to WS and inorder to complete they need to write off WTS-CONSTELLATION 31MAR40. I hold 20

Do you think it might be worth anything in the near future. If yes what will be the Maximum amount it might be worth.



Thanks for the excellent service

Upvote 8

Read Answer Asked by Hector on September 25, 2025

• Constellation Software Inc. (CSU $2,518.22)
  • $2,518.22 P/E (TTM): 78.8X Cap: $54.41B
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Q: What would you do with the CSU shares, after Mark Leonard's resignation ? Thanks

Upvote 50

Read Answer Asked by rajeev on September 25, 2025

• Constellation Software Inc. (CSU $2,518.22)
  • $2,518.22 P/E (TTM): 78.8X Cap: $54.41B
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Q: Thoughts on the recent news?

Upvote 19

Read Answer Asked by Ryan on September 25, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $53.20)
  • $53.20 P/E (TTM): 80.1X Cap: $120.55B
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Q: Why would BN split?

Upvote 13

Read Answer Asked by Margot on September 25, 2025

• Orca Energy Group Inc. (ORC.B $3.48)
  • $3.48 P/E (TTM): 17.53X Cap: $395M
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Q: . It will be paying a $1.00 per share special dividend in October. This is in addition to the regular quarterly dividend of $0.10 per share which will continue to be paid. After paying the special dividend, I estimate that Orca will still have about $6.00 CAD per share in cash. Can you confirm if the understanding of cash they hold is correct and also update any thoughts on the stock.

Thank you

Upvote 2

Read Answer Asked by Gary on September 25, 2025

• Cintas Corporation (CTAS $181.35)
  • $181.35 P/E (TTM): 41.74X Cap: $74.15B
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Q: Please comment on the recent earnings for $CTAS. Thanks Valter

Upvote 2

Read Answer Asked by Valter on September 25, 2025