Investment Q&A

• MDA Space Ltd. (MDA $42.98)
  • $42.98 P/E (TTM): 55.47X Cap: $5.36B
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Q: Good morning 5i,
I logged on this morning (Friday) quite sure there would be a question (or five) and answer regarding MDA's recent quarter, but surprisingly not.
If the question hasn't been asked and answered by the time this one comes up, please provide your fulsome opinion on MDA's recent quarterly results and your opinion of it going forward. (I've done well by it so far, but I wonder if it's now reaching its reasonable limit based on all the factors - both tangible and not - that drive share price.)
Thanks 5i,
Peter

Upvote 13

Read Answer Asked by Peter on August 12, 2025

• BlackSky Technology Inc. Class A (BKSY $18.17)
  • $18.17 Cap: $655M
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Q: Would you initiate a position in the stock or let things settle for a bit?

Upvote 3

Read Answer Asked by Gary on August 12, 2025

• ECN Capital Corp. (ECN $2.81)
  • $2.81 P/E (TTM): 101.64X Cap: $779M
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Q: Could you comment on earnings. Originations seem to be showing strong growth, but ECN also "tightened" their guidance. This confuses me? Do you see ECN as a good investment over the next 3 years?

Upvote 1

Read Answer Asked by Harry on August 12, 2025

• Wheaton Precious Metals Corp. (WPM $130.25)
  • $130.25 P/E (TTM): 70.38X Cap: $59.42B
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• Aris Mining Corporation (ARIS $9.45)
  • $9.45 P/E (TTM): 87.12X Cap: $1.91B
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Q: Can you please comment on earnings? Would you by buyers now?

Upvote 2

Read Answer Asked by Judith on August 12, 2025

• Sprout Social Inc (SPT $13.95)
  • $13.95 Cap: $839M
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Q: Hi 5i, and would welcome your review of the recent Quarterly results from Sprout Social. If held, would you continue to hold or turn the page (and what ideas to replace them)? Do you see any red flags/ concerns and any competitive advantage that they may hold in the space they operate in? Thanks kindly.

Upvote 2

Read Answer Asked by Michael on August 12, 2025

• Blackline Safety Corp. (BLN $6.24)
  • $6.24 Cap: $540M
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Q: Could you update your opinion of BLN? I'm up 70% and want to make sure holding is still the best option.

Upvote 5

Read Answer Asked by Earl on August 12, 2025

• Wishpond Technologies Ltd. (WISH $0.17)
  • $0.17 Cap: $9M
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• illumin Holdings Inc. (ILLM $1.57)
  • $1.57 Cap: $82M
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Q: Can you please comment on Illumin's quarter and what you think of its future prospects. Buy, Sell or Hold?

As well, in your opinion does WISH have any chance of becoming a viable investment or is it dead and buried and time for me to let go?

I will add my name to the growing list of 5i members to say THANK YOU for NBIS

Cheers
Scott

Upvote 2

Read Answer Asked by Scott on August 12, 2025

• INVESCO QQQ Trust (QQQ $579.89)
  • $579.89 P/E (TTM): 59.46X Cap: $367.21B
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Q: Greetings,

I am honestly perplexed by the current performance of the S&P 500. I don't understand why the valuations are near all time highs. From my point of view the uncertainty with tariffs (now settling on with alot of baseline tariffs), the revision in the jobs report, the firing of people who report info the president doesn't like, and the pressure mounting on the federal reserve make the current price levels not make sense to me. Is it because the market is pricing in higher inflation or expects the tariffs to help the US economy? I understand the market is complex but would it be possible for you to shed some light so I can better understand why the market is as high as it is?

Thanks in advance,
Aidan

Upvote 18

Read Answer Asked by Aidan on August 12, 2025

• Skyharbour Resources Ltd. (SYH $0.30)
  • $0.30 Cap: $59M
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Q: This company is at a 4 year low,with all the nuclear talk about need for power and AI Hoopla,I know this is years away from production,do you think it’s anything more than a lottery ticket or with the Quality of their properties is it a possible take out target your thoughts on the company and management,as always a Bigly thanks

Upvote 2

Read Answer Asked by Greg on August 12, 2025

• NuScale Power Corporation Class A (SMR $35.93)
  • $35.93 Cap: $10.62B
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Q: Investable in your opinion?

Upvote 1

Read Answer Asked by Danny-boy on August 12, 2025

• Amazon.com Inc. (AMZN $230.98)
  • $230.98 P/E (TTM): 33.76X Cap: $2.39T
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• Walmart Inc. (WMT $100.85)
  • $100.85 P/E (TTM): 44.28X Cap: $805.94B
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• Roku Inc. (ROKU $87.51)
  • $87.51 Cap: $12.97B
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Q: Hello 5i
Can you give me some feedback on Roku's earnings?
What caused the large fall in stock price?
What is your take on ROKU? Is it worth investing in, or should it be avoided.

Thank you
Steve

Upvote 2

Read Answer Asked by Steve on August 12, 2025

• Vitalhub Corp. (VHI $12.73)
  • $12.73 P/E (TTM): 300.22X Cap: $743M
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Q: Any news to explain the move by VHI today? Just profit taking or did something occur that isn't being reported. Would you be adding to an existing position to take advantage?

Upvote 4

Read Answer Asked by Tim on August 12, 2025

• Enbridge Inc. (ENB $66.55)
  • $66.55 P/E (TTM): 22.93X Cap: $143.16B
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• TC Energy Corporation cumulative redeemable first preferred shares series 1 (TRP.PR.A $20.37)
  • $20.37 P/E (TTM): 16.92X Cap: $73B
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Q: Which company-Enb or Trp would benefit most from Data A-I centres?

Upvote 4

Read Answer Asked by Terry on August 12, 2025

• Microsoft CDR (CAD Hedged) (MSFT $37.60)
  • $37.60 P/E (TTM): 38.8X Cap: $5.32T
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Q: Hello
I have a small position
MSFT cannot stop moving higher which is good

wants to add to the position, let me know what is a good entry point?
has been waiting for a pull back in Aug/Sept
thanks
Michael

Upvote 2

Read Answer Asked by Michael on August 12, 2025

• Thomson Reuters Corporation (TRI $231.86)
  • $231.86 P/E (TTM): 35.64X Cap: $105.23B
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Q: Tri is now down 20% from its 12 month high. Is it still worth holding it?

Upvote 7

Read Answer Asked by Terry on August 12, 2025

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $44.57)
  • $44.57 P/E (TTM): 79.75X Cap: $22.01B
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Q: Copper is a logical play these days but Teck is lagging, I know they have some issues but do you think this is a good entry point? Thx.

Upvote 3

Read Answer Asked by John L on August 12, 2025

• BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ $29.16)
  • $29.16 P/E (TTM): 42.23X Cap: $916M
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• iShares Core MSCI EAFE IMI Index ETF (XEF $44.14)
  • $44.14 P/E (TTM): 27.35X Cap: $13.28B
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Q: Have both in my rrif and looking to add to one. Which would you recommend? Thanx.

Upvote 3

Read Answer Asked by Steve on August 12, 2025

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $166.47)
  • $166.47 P/E (TTM): 15.99X Cap: $8.92B
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Q: Hello
Ctc.a is down about $26 dollars in the last month or so. Is a price under $160 a good entry point ?
Will appreciate your comments on this stock going forward. Buy, sell or hold ?

Upvote 5

Read Answer Asked by Terry on August 12, 2025

• Intuitive Surgical Inc. (ISRG $477.08)
  • $477.08 P/E (TTM): 66.6X Cap: $172.91B
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Q: Isrg is the only health company we hold.
It is down 23% from its high and still trades at a very high p/e.
Your opinion please.

Upvote 7

Read Answer Asked by Terry on August 12, 2025

• Brookfield Infrastructure Partners L.P. (BIP.UN $41.15)
  • $41.15 P/E (TTM): 1011.54X Cap: $27.45B
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Q: BIP has been slumping of late and the RSI is below 30. The pundits say buy hard assets and infra structure should fit the bill. What am I missing? Looks like a good entry point here. Please comment. Thx.

Upvote 6

Read Answer Asked by John L on August 12, 2025