Investment Q&A

• Costco Wholesale Corporation (COST $941.58)
  • $941.58 P/E (TTM): 56.64X Cap: $425.09B
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• Dollarama Inc. (DOL $193.05)
  • $193.05 P/E (TTM): 44.98X Cap: $53.60B
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Q: Which would be your first choice between COST and DOL for initiating a full position today with a long term (multi year) horizon, and can you provide a bit of comparison between the two.

Upvote 15

Read Answer Asked by Steven on July 31, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $132.75)
  • $132.75 P/E (TTM): 17.71X Cap: $29.78B
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• Thomson Reuters Corporation (TRI $244.95)
  • $244.95 P/E (TTM): 49.24X Cap: $111.25B
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Q: After yesterday CGI Q results would you prefer TRI for more growth?

Upvote 9

Read Answer Asked by JR on July 31, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $132.75)
  • $132.75 P/E (TTM): 17.71X Cap: $29.78B
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Q: Your thoughts on GIB.A's results released today, please.

Upvote 6

Read Answer Asked by Theodore on July 31, 2025

• Tourmaline Oil Corp. (TOU $57.62)
  • $57.62 P/E (TTM): 14.35X Cap: $21.58B
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Q: Hi Guys
What did you think about TOU recent results. Sold off a bit on their release.

Stuart

Upvote 10

Read Answer Asked by Stuart on July 31, 2025

• GitLab Inc. (GTLB $45.23)
  • $45.23 P/E (TTM): 485.56X Cap: $7.21B
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Q: Could you please comment on how Gitlab is progressing since your last update. Appears they have become cash flow positive the past 2 quarters. Would you wait for further improvement in capital efficiencies or is this starting to get interesting now?

Upvote 2

Read Answer Asked by Adam on July 31, 2025

• Toronto-Dominion Bank (The) (TD $102.28)
  • $102.28 P/E (TTM): 10.49X Cap: $177.20B
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• Bank of Nova Scotia (The) (BNS $79.53)
  • $79.53 P/E (TTM): 16.5X Cap: $99.05B
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• Canadian Natural Resources Limited (CNQ $43.03)
  • $43.03 P/E (TTM): 10.93X Cap: $89.87B
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• Sun Life Financial Inc. (SLF $80.51)
  • $80.51 P/E (TTM): 14.93X Cap: $46.31B
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• Constellation Software Inc. (CSU $4,470.99)
  • $4,470.99 P/E (TTM): 112.85X Cap: $94.74B
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• Intact Financial Corporation (IFC $275.37)
  • $275.37 P/E (TTM): 22.59X Cap: $49.11B
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• Fortis Inc. (FTS $69.59)
  • $69.59 P/E (TTM): 20.77X Cap: $35.27B
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• Descartes Systems Group Inc. (The) (DSG $137.61)
  • $137.61 P/E (TTM): 60.27X Cap: $12.02B
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• Toromont Industries Ltd. (TIH $143.36)
  • $143.36 P/E (TTM): 24.15X Cap: $11.75B
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• Hydro One Limited (H $50.57)
  • $50.57 P/E (TTM): 24.45X Cap: $30.33B
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• EQB Inc. (EQB $100.00)
  • $100.00 P/E (TTM): 10.23X Cap: $3.88B
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• Brookfield Corporation Class A Limited Voting Shares (BN $89.97)
  • $89.97 P/E (TTM): 153.91X Cap: $134.58B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $83.33)
  • $83.33 P/E (TTM): 40.67X Cap: $134.41B
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Q: What are your top highest conviction stocks right now for compound growth over next five years?

Upvote 37

Read Answer Asked by Gerry on July 31, 2025

• Intel Corporation (INTC $24.55)
  • $24.55 Cap: $108.54B
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Q: What are your thoughts on Intel?

Upvote 1

Read Answer Asked by Michael on July 31, 2025

• Advanced Micro Devices Inc. (AMD $163.36)
  • $163.36 P/E (TTM): 93.55X Cap: $272.24B
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• Zedcor Inc. (ZDC $4.25)
  • $4.25 P/E (TTM): 240.0X Cap: $447M
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Q: Which would you own for growth?

Upvote 4

Read Answer Asked by Peter on July 31, 2025

• Cellebrite DI Ltd. (CLBT $15.83)
  • $15.83 Cap: $3.85B
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Q: Hi,
Is CLBT still worth holding or are there better opportunities. Down 24% and considering if I should sell or add more.
Thanks

Upvote 4

Read Answer Asked by Marco on July 31, 2025

• Alphabet Inc. (GOOG $209.16)
  • $209.16 P/E (TTM): 22.04X Cap: $2.52T
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• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 56.45X Cap: $4.34T
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• The Walt Disney Company (DIS $117.71)
  • $117.71 P/E (TTM): 18.6X Cap: $211.63B
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• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $161.51)
  • $161.51 P/E (TTM): 98.45X Cap: $2.50B
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• BMO Equal Weight Banks Index ETF (ZEB $48.17)
  • $48.17 P/E (TTM): 12.49X Cap: $4.01B
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• Nintendo Co (NTDOY)
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• Nebius Group N.V. (NBIS $70.02)
  • $70.02 Cap: $16.67B
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Q: I loved this recent question from Giovanni, big kudos to him and his son for taking the fantastic suggestions from 5i, and GIANT HIGH 5 to 5i team!
So to ask the same question today, my 30ish daughter has about 45k cash in TFSA. Also has some NTDOY, DIS ZQQ and ZEB. Ok with ETFs but I don't think there is as good a chance for towering home runs like NVDA.
Let's grow!

Upvote 26

Read Answer Asked by Greg on July 31, 2025

Q: New IPO. Figma. FIG

Thoughts? Worth jumping in on the hype?

Upvote 1

Read Answer Asked by Jim on July 31, 2025

• DXP Enterprises Inc. (DXPE $123.63)
  • $123.63 P/E (TTM): 23.83X Cap: $1.94B
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Q: Your opinion please and thank you.

Upvote 1

Read Answer Asked by Adam on July 31, 2025

• Tennessee Valley Authority (TVE $23.69)
  • $23.69 Cap: $1.03B
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Q: What appears to be the reason for the recent upward movement in TVE and is it sustainable in your opinion.Andrew.

Upvote 1

Read Answer Asked by ANDREW on July 31, 2025

Q: Hi 5i, Would you please share your opinion on FFRHX, Is it a good investment ?

Upvote 3

Read Answer Asked by Fernando on July 31, 2025

• Topicus.com Inc. (TOI $176.83)
  • $176.83 P/E (TTM): 79.44X Cap: $14.73B
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Q: What does the market expect from TOI tomorrow?

Thx

Upvote 3

Read Answer Asked by blake on July 31, 2025

• JPMorgan Chase & Co. (JPM $294.90)
  • $294.90 P/E (TTM): 14.3X Cap: $814.58B
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• RTX Corporation (RTX $156.27)
  • $156.27 P/E (TTM): 34.36X Cap: $209.13B
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Q: I have 30000 to reinvest in a RRIF account.
I’m well diversified but wondering if I should put it all into RTX, JPM or half into each. This amount represents about 5 percent of my portfolio. Thanks.

Upvote 3

Read Answer Asked by Dennis on July 31, 2025

• Agnico Eagle Mines Limited (AEM $189.37)
  • $189.37 P/E (TTM): 28.26X Cap: $95.43B
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Q: What's expected this Q? Can I ask in advance for your take on the numbers right after AEM reports? Thx

Upvote 2

Read Answer Asked by Tom on July 31, 2025

• Surge Energy Inc. (SGY $7.10)
  • $7.10 P/E (TTM): 14.96X Cap: $706M
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Q: Your thoughts please on the latest quarter? Markets seem to like it and would you be a buyer?

Thx

Upvote 1

Read Answer Asked by blake on July 31, 2025

• Dollarama Inc. (DOL $193.05)
  • $193.05 P/E (TTM): 44.98X Cap: $53.60B
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• Firan Technology Group Corporation (FTG $11.75)
  • $11.75 P/E (TTM): 20.74X Cap: $295M
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• Kits Eyecare Ltd. (KITS $16.54)
  • $16.54 P/E (TTM): 149.45X Cap: $531M
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• MDA Space Ltd. (MDA $44.01)
  • $44.01 P/E (TTM): 48.78X Cap: $5.49B
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• AtkinsRéalis Group Inc. (ATRL $92.60)
  • $92.60 P/E (TTM): 6.48X Cap: $15.36B
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Q: Hello, how would you rate in order the above 5 companies going out 2-3 years. Thanks as always.

Upvote 7

Read Answer Asked by Anthony on July 31, 2025

• Starbucks Corporation (SBUX $85.81)
  • $85.81 P/E (TTM): 38.17X Cap: $97.54B
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• Nike Inc. (NKE $79.17)
  • $79.17 P/E (TTM): 35.27X Cap: $115.75B
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• UnitedHealth Group Incorporated (DE) (UNH $304.86)
  • $304.86 P/E (TTM): 12.87X Cap: $276.10B
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• United Parcel Service Inc. (UPS $87.74)
  • $87.74 P/E (TTM): 12.58X Cap: $75.28B
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• lululemon athletica inc. (LULU $202.44)
  • $202.44 P/E (TTM): 13.48X Cap: $23.22B
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• Crocs Inc. (CROX $86.29)
  • $86.29 P/E (TTM): 22.47X Cap: $4.71B
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Q: Hello,

If you have to chose 1 or 2 with the highest conviction of potential upside, which would you chose? And at what price would you be comfortable starting a long term position?


Thanks!

Upvote 6

Read Answer Asked by Satish on July 31, 2025