Investment Q&A

• Air Canada Voting and Variable Voting Shares (AC $18.92)
  • $18.92 P/E (TTM): 5.2X Cap: $5.61B
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Q: Hi
As a continuation to my previous question on air canada substantial issuer bid... I realize this is just a guess but at what price range would 5i consider a "reasonable" expectation, given current share price jump and the idea that AC probably looks at their share price as under valued?
thx

Upvote 3

Read Answer Asked by jim on May 12, 2025

• Murphy USA Inc. (MUSA $378.31)
  • $378.31 P/E (TTM): 16.24X Cap: $7.55B
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• TransMedics Group Inc. (TMDX $107.34)
  • $107.34 P/E (TTM): 76.95X Cap: $3.69B
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Q: could you please comment on their quarterly results, thank you.

Upvote 1

Read Answer Asked by Cheryl on May 12, 2025

• Apple Inc. (AAPL $226.72)
  • $226.72 P/E (TTM): 36.1X Cap: $3.47T
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• Alphabet Inc. (GOOG $239.98)
  • $239.98 P/E (TTM): 24.96X Cap: $2.89T
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• Alphabet Inc. (GOOGL $239.73)
  • $239.73 P/E (TTM): 24.95X Cap: $2.89T
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Q: Hello 5i,

GOOGL is often first on the list to buy long-term. With AI spreading out the base for every day questions that GOOGL once dominated, USA gov't witch hunt, and changes at Apple, does this change your view on retaining a full position of GOOGL?

Thank you
D&J

Upvote 8

Read Answer Asked by Jerry on May 12, 2025

• Deere & Company (DE $472.87)
  • $472.87 P/E (TTM): 23.27X Cap: $128.56B
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Q: May I have your opinion of DE ( Decisive Dividend Corp) as a long term dividend investment please? thanks

Upvote 1

Read Answer Asked by Richard on May 12, 2025

• Cerro De Pasco Resources (CDPR $0.26)
  • $0.26 Cap: $127M
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Q: Eric Sprott owns 16% of this company and it has more than doubled over the last year. Does it have the future prospects making it worthy of purchase?

Upvote 1

Read Answer Asked by David on May 12, 2025

• Magellan Aerospace Corporation (MAL $17.31)
  • $17.31 P/E (TTM): 25.33X Cap: $959M
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Q: Hi,
could I get your comments on the latest quarterly results please?
The street appears to have liked these, as well as the dividend increase announced earlier this week.
Thanks,
Daniel

Upvote 2

Read Answer Asked by Daniel on May 12, 2025

• Harvest Healthcare Leaders Income ETF (HHL $7.21)
  • $7.21 P/E (TTM): 72.11X Cap: $1.42B
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• Evolve Global Healthcare Enhanced Yield Fund (LIFE $18.18)
  • $18.18 P/E (TTM): 27.09X Cap: $211M
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Q: I am 77 years old, Dividend, Interest and Distribution investor. I do not worry about market corrections. I would like to know if you would hold LIFE.CA and HHL.CA as your only Healthcare holdings, at 5% of the portfolio?

Thank you. William

Upvote 3

Read Answer Asked by William on May 12, 2025

• goeasy Ltd. (GSY $209.56)
  • $209.56 P/E (TTM): 12.79X Cap: $3.36B
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• Propel Holdings Inc. (PRL $32.53)
  • $32.53 P/E (TTM): 15.77X Cap: $1.26B
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Q: G ood Morning

If you were to gaze into your crystal ball could you see GSY and PRL joining forces to have one strong company?

Thks Marcel

Upvote 9

Read Answer Asked by Marcel on May 12, 2025

• Vitalhub Corp. (VHI $11.38)
  • $11.38 P/E (TTM): 136.47X Cap: $643M
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Q: Could you comment on VHI's Q1 earnings? At first glance, they seemed to be pretty solid, however, after initially rising, the SP fell nearly 7% on Friday. Seems like an overreaction (which is common in these markets) but as always, would appreciate your analysis.

Upvote 6

Read Answer Asked by karl on May 12, 2025

• Novo Nordisk A/S (NVO $54.28)
  • $54.28 P/E (TTM): 15.41X Cap: $363.68B
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• ON Semiconductor Corporation (ON $48.21)
  • $48.21 P/E (TTM): 45.68X Cap: $19.88B
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• Marvell Technology Inc. (MRVL $67.20)
  • $67.20 Cap: $57.62B
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• Ceragon Networks Ltd. (CRNT $2.00)
  • $2.00 Cap: $177M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.22)
  • $16.22 Cap: $2.31B
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• Docebo Inc. (DCBO $41.72)
  • $41.72 P/E (TTM): 45.44X Cap: $1.23B
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• Kolibri Global Energy Inc. (KEI $7.50)
  • $7.50 P/E (TTM): 9.53X Cap: $260M
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• Upstart Holdings Inc. (UPST $62.29)
  • $62.29 Cap: $6.63B
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• Affirm Holdings Inc. (AFRM $85.32)
  • $85.32 P/E (TTM): 715.67X Cap: $28.79B
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• illumin Holdings Inc. (ILLM $1.52)
  • $1.52 Cap: $77M
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• RxSight Inc. (RXST $10.01)
  • $10.01 Cap: $400M
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Q: Hi 5i,

I have some stocks down over 10%, mostly in USD. Do you see any red flags in the following stocks? Its small amounts and timeframe is not a problem.

DCBO
ILLM
KEI
LSPD

AFRM
CRNT
MRVL
NVO
ON
RXST
UPST

Thank you

Upvote 2

Read Answer Asked by Francois on May 12, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $197.15)
  • $197.15 P/E (TTM): 82.35X Cap: $258.35B
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Q: Nasdaq announced Friday night that SHOP will be included in a number of Nasdaq 100 and Nasdaq Tech Sector indices, as of May 19th.

I am not sure if there was a speculation about possibility of this index inclusion in the market after SHOP listed New York, as its Principal Executive Office alongside Ottawa in a recent SEC filing.

Do you believe that stock should react well to the announcement over next several trading sessions ?

What would be the estimated demand of its shares from all the ETF's/MF's following these indices ?

Thank You

Upvote 5

Read Answer Asked by rajeev on May 12, 2025

• Alaris Equity Partners Income Trust (AD.UN $18.76)
  • $18.76 P/E (TTM): 6.04X Cap: $842M
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Q: I asked a question about this corporation on May 10 and mistakenly made it a private question. If you can now do so, please make it a public question.

Your answer referred me to recent comments and questions on this corporation but the most recent question I see is from March 12.

I would like to ask a follow up question. What are your thoughts about the recent Q1 report from Alaris?
John

Upvote 2

Read Answer Asked by John on May 10, 2025

• Alaris Equity Partners Income Trust (AD.UN $18.76)
  • $18.76 P/E (TTM): 6.04X Cap: $842M
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Q: Your opinion on results from yesterday please.

Thanks
Jeff

Upvote 3

Read Answer Asked by JEFF on May 10, 2025

• TransMedics Group Inc. (TMDX $107.34)
  • $107.34 P/E (TTM): 76.95X Cap: $3.69B
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Q: Given its recent stupendous rise I assume it released an excellent quarterly report. Has the company put its problems behind it and do you anticipate substantially more stock growth now?

Appreciate your insight.

Paul F

Upvote 2

Read Answer Asked by Paul on May 10, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $34.94)
  • $34.94 Cap: $22.94B
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Q: Hi, are BEP.UN and BEP are same stock? Do you have a preference? Is it best to purchase in a non reg or reg account? Thank you.

Upvote 3

Read Answer Asked by Lorraine on May 10, 2025

• Sun Life Financial Inc. (SLF $81.29)
  • $81.29 P/E (TTM): 14.76X Cap: $46.06B
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Q: Your thoughts please on the quarter?

Thx

Upvote 3

Read Answer Asked by blake on May 10, 2025

Q: This is just a comment : I don't 't hold any more CDN stock in a US nonregistered account in order to get us dividends with no fees ,since I noticed that it was complicated to declare. I rather hold US stocks exclusively in my RRSP , if I need to convert US cash in CDN, I rather use ETFs for converting large amounts for very low fees if ETFs are close to NAV. ..

Upvote 5

Read Answer Asked by Jean-Yves on May 10, 2025

• Pembina Pipeline Corporation (PPL $53.70)
  • $53.70 P/E (TTM): 17.74X Cap: $30.84B
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Q: What do you think of their report?

Anything to explain such a drop?

Upvote 2

Read Answer Asked by Danny on May 10, 2025

• Docebo Inc. (DCBO $41.72)
  • $41.72 P/E (TTM): 45.44X Cap: $1.23B
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• D2L Inc. Subordinate Voting Shares (DTOL $16.31)
  • $16.31 P/E (TTM): 23.63X Cap: $878M
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Q: Please comment on the recent results. Is it a sell, buy or hold? I am down 35% on this one. Thank you

Upvote 4

Read Answer Asked by Mariusz on May 09, 2025

• TruBridge Inc. (TBRG $19.95)
  • $19.95 Cap: $299M
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Q: Hi Peter

Can you provide your comments on TBRG. Also what do you think of valuation and is it a buy at current levels.

thx

Upvote 1

Read Answer Asked by Frank on May 09, 2025