Investment Q&A

• Kratos Defense & Security Solutions Inc. (KTOS $62.43)
  • $62.43 P/E (TTM): 477.31X Cap: $11.62B
  • View KTOS Profile
  • View Questions on KTOS
• Viavi Solutions Inc. (VIAV $53.73)
  • $53.73 Cap: $12.94B
  • View VIAV Profile
  • View Questions on VIAV
• Palantir Technologies Inc. (PLTR $146.25)
  • $146.25 P/E (TTM): 228.68X Cap: $345.35B
  • View PLTR Profile
  • View Questions on PLTR
• Hydrograph Clean Power Inc. (HG $7.47)
  • $7.47 Cap: $2.61B
  • View HG Profile
  • View Questions on HG
• Symbotic Inc. (SYM $57.38)
  • $57.38 Cap: $35.46B
  • View SYM Profile
  • View Questions on SYM

Q: WITH THIS VOLATILITY, WHICH STOCKS ARE OVERPRICED AND UNDERPRICED.

Upvote 6

Read Answer Asked by Nizar on March 18, 2026

• Kelt Exploration Ltd. (KEL $10.19)
  • $10.19 P/E (TTM): 33.17X Cap: $1.99B
  • View KEL Profile
  • View Questions on KEL
• Thomson Reuters Corporation (TRI $129.88)
  • $129.88 P/E (TTM): 27.81X Cap: $57.03B
  • View TRI Profile
  • View Questions on TRI
• Cipher Pharmaceuticals Inc. (CPH $17.95)
  • $17.95 P/E (TTM): 12.29X Cap: $451M
  • View CPH Profile
  • View Questions on CPH
  • View Reports on CPH
• goeasy Ltd. (GSY $31.90)
  • $31.90 P/E (TTM): 2.37X Cap: $540M
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Capstone Copper Corp. (CS $10.94)
  • $10.94 P/E (TTM): 19.84X Cap: $8.59B
  • View CS Profile
  • View Questions on CS
• Tamarack Valley Energy Ltd. (TVE $12.94)
  • $12.94 Cap: $6.19B
  • View TVE Profile
  • View Questions on TVE
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $290.00)
  • $290.00 P/E (TTM): 47.71X Cap: $3.44B
  • View HPS.A Profile
  • View Questions on HPS.A
• Kraken Robotics Inc. (PNG $7.50)
  • $7.50 Cap: $2.28B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Silvercorp Metals Inc. (SVM $16.55)
  • $16.55 Cap: $3.66B
  • View SVM Profile
  • View Questions on SVM
• Vitalhub Corp. (VHI $8.04)
  • $8.04 P/E (TTM): 80.0X Cap: $505M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• Tantalus Systems Holding Inc. (GRID $6.35)
  • $6.35 Cap: $355M
  • View GRID Profile
  • View Questions on GRID
• Propel Holdings Inc. (PRL $21.79)
  • $21.79 P/E (TTM): 10.89X Cap: $842M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Telesat Corporation Common and Variable Voting Shares (TSAT $66.41)
  • $66.41 Cap: $2.38B
  • View TSAT Profile
  • View Questions on TSAT

Q: Would you consider all positions in your growth portfolio still buyable today? Are there any that would make you pause if you were buying now?

Upvote 13

Read Answer Asked by Sylvia on March 18, 2026

• goeasy Ltd. (GSY $31.90)
  • $31.90 P/E (TTM): 2.37X Cap: $540M
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Propel Holdings Inc. (PRL $21.79)
  • $21.79 P/E (TTM): 10.89X Cap: $842M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: A note to JR re. GSY and PRL,
Thank you for the comment. I commented about the ethics of GSY last week and I regretted it afterward. It was one of those notes that is better to reflect upon that send. Your points are good and valid.
Peter

Upvote 11

Read Answer Asked by Peter on March 18, 2026

• Exchange Income Corporation (EIF $99.18)
  • $99.18 P/E (TTM): 33.96X Cap: $5.66B
  • View EIF Profile
  • View Questions on EIF

Q: Exchange Income Corp (EIF) should be added to the list of beneficiaries of Northern Infrastructure ... Flying crews and northern residents in and out of forest fires and floods has been a good business. In a more positive future , filling seats with contractors ,engineers , and more longterm residents will certainly increase benefit share value .

Upvote 4

Read Answer Asked by Thomas on March 18, 2026

• Nebius Group N.V. (NBIS $170.38)
  • $170.38 Cap: $39.22B
  • View NBIS Profile
  • View Questions on NBIS

Q: Good morning, 5i Team,

Based on the answers and comments you make about NBIS I can deduce that you like NBIS yet confused about price action. That makes at least two of us.
Are you able to share your thinking process of what might be happening with this instrument. Is it simply favored by the speculative bunch?

I closed my position yesterday, but I find it hard to resist to re-enter today.

Thank you as always

Nick

Upvote 10

Read Answer Asked by Nick on March 18, 2026

• Nutrien Ltd. (NTR $103.70)
  • $103.70 P/E (TTM): 33.89X Cap: $49.27B
  • View NTR Profile
  • View Questions on NTR

Q: NTR: bought Dec. 25 in my wife's RRIF - up 86% - 1000 shs. I see you still recommend - why? a small position in her portfolio.
NTR is subject to so many uncontrollable variables?
$140/share in 2022.
I want to get out before this stock crashes again - LOL

Upvote 7

Read Answer Asked by James on March 18, 2026

• Alphabet Inc. (GOOG $379.74)
  • $379.74 P/E (TTM): 35.45X Cap: $4.67T
  • View GOOG Profile
  • View Questions on GOOG
• Micron Technology Inc. (MU $582.19)
  • $582.19 P/E (TTM): 25.6X Cap: $611.46B
  • View MU Profile
  • View Questions on MU
• NVIDIA Corporation (NVDA $195.97)
  • $195.97 P/E (TTM): 40.5X Cap: $4.82T
  • View NVDA Profile
  • View Questions on NVDA
• Celestica Inc. (CLS $561.96)
  • $561.96 P/E (TTM): 57.39X Cap: $65.47B
  • View CLS Profile
  • View Questions on CLS
• Nebius Group N.V. (NBIS $170.38)
  • $170.38 Cap: $39.22B
  • View NBIS Profile
  • View Questions on NBIS

Q: Hi, given recent action, including a nice jump by Nebius, but keeping in mind possible cyclicity, can you please rank these five stocks as possible best buys today, indicate whether they are buy, hold or sell, and give a small blurb why they are worth buying today. 3-4 year holding. Thank you

Upvote 20

Read Answer Asked by GeeMac on March 18, 2026

Q: SAABF your thoughts on Saab

Upvote 3

Read Answer Asked by Mark on March 18, 2026

• Silvercorp Metals Inc. (SVM $16.55)
  • $16.55 Cap: $3.66B
  • View SVM Profile
  • View Questions on SVM
• Discovery Silver Corp. (DSV $8.21)
  • $8.21 Cap: $6.85B
  • View DSV Profile
  • View Questions on DSV

Q: Of the two, DSV and SVM, which would be your choice today?

Upvote 3

Read Answer Asked by Guy R. on March 18, 2026

• Broadcom Inc. (AVGO $412.83)
  • $412.83 P/E (TTM): 82.12X Cap: $1.99T
  • View AVGO Profile
  • View Questions on AVGO
• NVIDIA Corporation (NVDA $195.97)
  • $195.97 P/E (TTM): 40.5X Cap: $4.82T
  • View NVDA Profile
  • View Questions on NVDA

Q: I currently hold NVDA and AVGO, both at about a 3% weighting. In your view, do both need to be held? Which do you believe would produce better returns over the next 3-5 years? Thank you.

Upvote 2

Read Answer Asked by Maureen on March 18, 2026

• Itafos Inc. (IFOS $3.21)
  • $3.21 P/E (TTM): 3.85X Cap: $621M
  • View IFOS Profile
  • View Questions on IFOS
• Nutrien Ltd. (NTR $103.70)
  • $103.70 P/E (TTM): 33.89X Cap: $49.27B
  • View NTR Profile
  • View Questions on NTR
• Gensource Potash Corporation (GSP $0.17)
  • $0.17 Cap: $74M
  • View GSP Profile
  • View Questions on GSP
• Replenish Nutrients Holdings Corp Com (ERTH $0.16)
  • $0.16 Cap: $31M
  • View ERTH Profile
  • View Questions on ERTH

Q: The Iran war has raised concerns about potash supply. While NTR has received positive reviews, how about companies like GSP and ERTH? They are basically penny stocks and have done well. Can that continue?
Also IFOS has done well, has a larger market cap than NTR and yet (according to RBC) has a PE of 4,7.
For an investor wanting to tap into the potash potential what would you recommend as the best course of action.

Thank you.

Upvote 4

Read Answer Asked by Donald on March 18, 2026

• Peyto Exploration & Development Corp. (PEY $26.09)
  • $26.09 P/E (TTM): 12.67X Cap: $5.34B
  • View PEY Profile
  • View Questions on PEY
• Tourmaline Oil Corp. (TOU $66.42)
  • $66.42 P/E (TTM): 91.6X Cap: $25.60B
  • View TOU Profile
  • View Questions on TOU

Q: Peyto vs tourmaline how come peyto has done so much better than tourmaline pey up 71% in the last year compared to tou up 1.61%. every body recommends tou but peyto has done so much better.

Upvote 6

Read Answer Asked by don on March 18, 2026

• IonQ Inc. (IONQ $47.05)
  • $47.05 Cap: $17.23B
  • View IONQ Profile
  • View Questions on IONQ
• D-Wave Quantum Inc. (QBTS $21.24)
  • $21.24 Cap: $7.52B
  • View QBTS Profile
  • View Questions on QBTS
• Rigetti Computing Inc. (RGTI $18.26)
  • $18.26 Cap: $5.81B
  • View RGTI Profile
  • View Questions on RGTI
• Quantum Computing Inc. (QUBT $9.59)
  • $9.59 Cap: $2.03B
  • View QUBT Profile
  • View Questions on QUBT

Q: Hi, Your thoughts for 4 stocks: RGTI Rigetti Computing,
QBTS D-Wave Quantum, QUBT Quantum Computing Inc.
IONQ IonQ,Inc.
Thanks Have a nice day. Jean Guy

Upvote 2

Read Answer Asked by Jean Guy on March 18, 2026

• Millennial Potash Corp. (MLP $2.26)
  • $2.26 Cap: $201M
  • View MLP Profile
  • View Questions on MLP

Q: Can I get your updated thoughts on this company? Would you buy this stock at the current price ($2.56)?

Do you think fertilizer companies are good buy right now given the disruption in the Middle East?

Thanks.

Upvote 2

Read Answer Asked by Marco on March 18, 2026

Q: Our Prime Minister has announced a significant investment (35B) in Arctic defence and northern Infrastructure. In your mind, what Canadian companies could benefit from such projects? Thanks
Robert

Upvote 3

Read Answer Asked by Robert on March 18, 2026

• KLA Corporation (KLAC $1,692.13)
  • $1,692.13 P/E (TTM): 50.26X Cap: $225.49B
  • View KLAC Profile
  • View Questions on KLAC
• Lam Research Corporation (LRCX $256.74)
  • $256.74 P/E (TTM): 52.71X Cap: $321.04B
  • View LRCX Profile
  • View Questions on LRCX
• Sandisk Corporation (SNDK $1,248.20)
  • $1,248.20 Cap: $175.20B
  • View SNDK Profile
  • View Questions on SNDK
• Micron CDR (CAD Hedged) (MU $25.75)
  • $25.75 P/E (TTM): 71.44X Cap: $831.29B
  • View MU Profile
  • View Questions on MU
• Applied Materials CDR (CAD Hedged) (AMAT $43.54)
  • $43.54 P/E (TTM): 44.93X Cap: $415.12B
  • View AMAT Profile
  • View Questions on AMAT

Q: I own MU and SNDK, totalling 4% of my holdings. Would adding KLAC, LRCX, or AMAT be too much in semis? Or would u just increase my MU or SNDK holdings?

Upvote 2

Read Answer Asked by Graeme on March 18, 2026

• Element Fleet Management Corp. (EFN $31.26)
  • $31.26 P/E (TTM): 23.36X Cap: $12.71B
  • View EFN Profile
  • View Questions on EFN
  • View Reports on EFN
• CAE Inc. (CAE $34.97)
  • $34.97 P/E (TTM): 30.04X Cap: $11.31B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE

Q: Would you please compare financial metrics for Efn and Cae and which would you recommend for a 2 to 3 year hold and reasoning. Thank you.

Upvote 2

Read Answer Asked by Steve on March 18, 2026

• Topicus.com Inc. (TOI $97.05)
  • $97.05 P/E (TTM): 301.24X Cap: $12.46B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• MDA Space Ltd. (MDA $41.81)
  • $41.81 P/E (TTM): 50.0X Cap: $5.82B
  • View MDA Profile
  • View Questions on MDA

Q: Would you switch out TOI for MDA? I'm not concerned which sector they are in, only growth.

Thank you for your service!

Upvote 5

Read Answer Asked by Ozzie on March 18, 2026

• MDA Space Ltd. (MDA $41.81)
  • $41.81 P/E (TTM): 50.0X Cap: $5.82B
  • View MDA Profile
  • View Questions on MDA
• First Trust NASDAQ Clean Edge Smart Grid Infrastru (GRID $190.04)
  • $190.04 P/E (TTM): 51.41X Cap: $10B
  • View GRID Profile
  • View Questions on GRID

Q: Which stock will generate more growth going forward GRID or MDA? Sector/volatility is not an issue.

Thanks for your service!

Upvote 3

Read Answer Asked by Ozzie on March 18, 2026

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $71.50)
  • $71.50 P/E (TTM): 56.17X Cap: $726M
  • View XIT Profile
  • View Questions on XIT
• INVESCO QQQ Trust (QQQ $671.37)
  • $671.37 P/E (TTM): 33.49X Cap: $441.87B
  • View QQQ Profile
  • View Questions on QQQ
• State Street Technology Select Sector SPDR ETF (XLK $161.67)
  • $161.67 P/E (TTM): 39.24X Cap: $105.37B
  • View XLK Profile
  • View Questions on XLK
• Vanguard Information Technology ETF (VGT $104.60)
  • $104.60 P/E (TTM): 36.76X Cap: $105.69B
  • View VGT Profile
  • View Questions on VGT
• Fidelity MSCI Information Technology Index ETF (FTEC $249.98)
  • $249.98 P/E (TTM): 35.1X Cap: $15.14B
  • View FTEC Profile
  • View Questions on FTEC
• GLOBAL X FDS (AIQ $57.21)
  • $57.21 P/E (TTM): 24.79X Cap: $8.78B
  • View AIQ Profile
  • View Questions on AIQ

Q: I have a fairly diversified portfolio, except for tech/AI. Can you recommend four or five ETFs for that sector? Thanks

Upvote 5

Read Answer Asked by steve on March 18, 2026