Investment Q&A

• United Rentals Inc. (URI $876.58)
  • $876.58 P/E (TTM): 23.17X Cap: $55.21B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.54)
  • $172.54 P/E (TTM): 82.09X Cap: $209.03B
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• iShares Russell 2000 Growth ETF (IWO $341.28)
  • $341.28 P/E (TTM): 22.36X Cap: $13.59B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.71)
  • $64.71 P/E (TTM): 88.7X Cap: $142.75B
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• Nebius Group N.V. (NBIS $91.79)
  • $91.79 Cap: $22.11B
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Q: What is your highest conviction growth stock for 1) Canada & 2) US. Also, what is your highest conviction ETF? Thank you!!

Upvote 24

Read Answer Asked by Judith on August 12, 2025

• Duolingo Inc. (DUOL $120.70)
  • $120.70 P/E (TTM): 15.13X Cap: $5.40B
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Q: Duolingo went up 30% after earnings, then collapsed a few days later. What happened?

Upvote 1

Read Answer Asked by Nick on August 12, 2025

• Open Text Corporation (OTEX $35.27)
  • $35.27 P/E (TTM): 12.89X Cap: $8.66B
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Q: What is your opinion on the seemingly sudden ouster/ replacement of OTEX CEO? Would you consider this a move forward or backward for the company?

Upvote 4

Read Answer Asked by Mike on August 12, 2025

• Open Text Corporation (OTEX $35.27)
  • $35.27 P/E (TTM): 12.89X Cap: $8.66B
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Q: The market has responded favourably to yesterday's earnings. Is there much to like here? Can you comment on the prospects of this stock?

Upvote 1

Read Answer Asked by kevin on August 12, 2025

• Chevron Corporation (CVX $182.26)
  • $182.26 P/E (TTM): 25.44X Cap: $367.66B
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• Johnson & Johnson (JNJ $238.35)
  • $238.35 P/E (TTM): 23.17X Cap: $574.95B
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• Lockheed Martin Corporation (LMT $629.56)
  • $629.56 P/E (TTM): 34.72X Cap: $146.85B
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• Merck & Company Inc. (MRK $117.15)
  • $117.15 P/E (TTM): 16.12X Cap: $292B
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• PepsiCo Inc. (PEP $166.97)
  • $166.97 P/E (TTM): 32.41X Cap: $227.50B
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• AT&T Inc. (T $27.41)
  • $27.41 P/E (TTM): 8.81X Cap: $192.19B
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• Verizon Communications Inc. (VZ $47.39)
  • $47.39 P/E (TTM): 9.9X Cap: $198.25B
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Q: Good Morning,

I am a retired income investor who recently received a small $40k USD inheritance.
I would like to purchase US dividend paying equities (for geographic exposure) but am concerned about the withholding tax.

Is there any vehicle available to avoid or lessen the tax? I have no room in my registered account.

What are you highest conviction US stocks with plus 4% yield and some growth potential.?

Thanks Dave

Upvote 2

Read Answer Asked by Dave on August 12, 2025

• Archer-Daniels-Midland Company (ADM $68.62)
  • $68.62 P/E (TTM): 26.64X Cap: $32.36B
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• Advanced Micro Devices Inc. (AMD $213.57)
  • $213.57 P/E (TTM): 102.68X Cap: $351.65B
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Q: I reviewed the executive commentary for the most recent quarter of AMD and found it somewhat less than inspiring. Nevertheless the stock did OK. Was this just going along on an up market day or were there hidden gems that I missed
I look forward to your valuable insight.
Thanks
Ian

Upvote 1

Read Answer Asked by Ian on August 12, 2025

• BMO Money Market Fund (ZMMK $49.87)
  • $49.87 Cap: $5.67B
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Q: A 2 part question - 1) How frothy do you find the market and would you take a bit off the table?

2) If you did take sell some stocks, what’s your favourite Money market fund/ETF, in terms of high yield and low risk/safety?

Thanks,

Cam

Upvote 3

Read Answer Asked by Cam on August 12, 2025

• Silvercorp Metals Inc. (SVM $14.74)
  • $14.74 P/E (TTM): 85.29X Cap: $3.22B
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Q: Comments on just released eps and cash flow please. Thanks

Upvote 1

Read Answer Asked by george on August 12, 2025

• Sun Life Financial Inc. (SLF $88.76)
  • $88.76 P/E (TTM): 22.25X Cap: $48.74B
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• Sun Life Financial Inc. (SLF $65.50)
  • $65.50 P/E (TTM): 22.25X Cap: $35.68B
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Q: Could you comment on Sunlife’s alternative assets business’ contribution to overall results and future return potential?
Hugh

Upvote 3

Read Answer Asked by Hugh on August 12, 2025

• Sharplink Inc. (SBET $6.65)
  • $6.65 Cap: $1.39B
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• BitMine Immersion Technologies Inc. (BMNR $19.95)
  • $19.95 Cap: $9.75B
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Q: Hello
I understand these are speculative plays. Any idea why bmnr is surging daily whereas sbet surges than drops. From my understanding , sbet keeps issuing shares and as a result is not doing as well. I thought issuing shares to buy more ether was the goal.. i would appreciate your comments.

Upvote 1

Read Answer Asked by umedali on August 12, 2025

• Algonquin Power & Utilities Corp. (AQN $8.98)
  • $8.98 Cap: $6.76B
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Q: Some analysis of Algonquin’s most recent earnings please.

Upvote 3

Read Answer Asked by Donald on August 12, 2025

• Dexterra Group Inc. (DXT $13.60)
  • $13.60 P/E (TTM): 20.15X Cap: $830M
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Q: Any thoughts on the recent quarterly results? Would you buy, sell or hold?

Upvote 3

Read Answer Asked by Chuck on August 12, 2025

• WELL Health Technologies Corp. (WELL $4.06)
  • $4.06 Cap: $1.01B
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• Hims & Hers Health Inc. Class A (HIMS $17.24)
  • $17.24 P/E (TTM): 43.43X Cap: $5.55B
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Q: I want to increase my position in HIMS or WELL. Which do you think has greater long term upside potential?

Thanks,
Curtis Q

Upvote 4

Read Answer Asked by Curtis on August 12, 2025

• Pembina Pipeline Corporation (PPL $58.50)
  • $58.50 P/E (TTM): 20.4X Cap: $33.97B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $52.82)
  • $52.82 P/E (TTM): 57.43X Cap: $24B
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Q: at todays prices and looking forward for dividends and growth which stock would you buy today , bip.un or ppl or none. do you think we are overbought in this market [tsx and dow] and will have a pullback come fall?

Upvote 7

Read Answer Asked by hans on August 12, 2025

• Saputo Inc. (SAP $41.63)
  • $41.63 Cap: $17.36B
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Q: Would you please comment on the recent jump in the price of SAP. Is this a time to sell or a sign of continued strength.
Many thanks.
Ian

Upvote 2

Read Answer Asked by Ian on August 12, 2025

• Tilray Brands Inc. (TLRY $10.64)
  • $10.64 Cap: $1.21B
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Q: Is there a trade opportunity here?

Upvote 2

Read Answer Asked by JR on August 12, 2025

• Crocs Inc. (CROX $83.48)
  • $83.48 P/E (TTM): 27.95X Cap: $4.36B
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Q: I believe in the recent earnings call that the director was saying, or at least hinting, that the American market may be saturated. "Everyone house in America has a pair of crocs or more." It seems like they are leaning their development to Europe and China. I may be wrong on this. But, it looks that way to me. if it is Is that going to work out?

Upvote 3

Read Answer Asked by joseph on August 12, 2025

• Aris Mining Corporation (ARIS $26.35)
  • $26.35 P/E (TTM): 115.25X Cap: $5.13B
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Q: Can you comment on results? Thanks John

Upvote 2

Read Answer Asked by John on August 12, 2025

• monday.com Ltd. (MNDY $74.11)
  • $74.11 Cap: $5.32B
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Q: Can you please comment on the earning and outlook on the stock? Would you buy at this level?

Upvote 1

Read Answer Asked by Ben on August 12, 2025

• MDA Space Ltd. (MDA $36.02)
  • $36.02 P/E (TTM): 40.59X Cap: $4.54B
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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