Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $110.11)
  • $110.11 P/E (TTM): 15.36X Cap: $24.25B
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• Thomson Reuters Corporation (TRI $118.53)
  • $118.53 P/E (TTM): 22.2X Cap: $53.46B
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Q: After yesterday CGI Q results would you prefer TRI for more growth?

Upvote 10

Read Answer Asked by JR on July 31, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $110.11)
  • $110.11 P/E (TTM): 15.36X Cap: $24.25B
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Q: Your thoughts on GIB.A's results released today, please.

Upvote 7

Read Answer Asked by Theodore on July 31, 2025

• Tourmaline Oil Corp. (TOU $61.83)
  • $61.83 P/E (TTM): 17.95X Cap: $24.25B
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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 $32.45)
  • $32.45 Cap: $5.47B
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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 $133.02)
  • $133.02 P/E (TTM): 11.28X Cap: $225.33B
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• Bank of Nova Scotia (The) (BNS $105.15)
  • $105.15 P/E (TTM): 25.63X Cap: $129.49B
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• Canadian Natural Resources Limited (CNQ $53.54)
  • $53.54 P/E (TTM): 16.85X Cap: $111.23B
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• Sun Life Financial Inc. (SLF $87.60)
  • $87.60 P/E (TTM): 22.25X Cap: $49.60B
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• Constellation Software Inc. (CSU $2,442.45)
  • $2,442.45 P/E (TTM): 55.68X Cap: $51.58B
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• Intact Financial Corporation (IFC $261.99)
  • $261.99 P/E (TTM): 21.73X Cap: $46.37B
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• Fortis Inc. (FTS $73.31)
  • $73.31 P/E (TTM): 21.13X Cap: $37.26B
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• Descartes Systems Group Inc. (The) (DSG $91.09)
  • $91.09 P/E (TTM): 38.81X Cap: $7.84B
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• Toromont Industries Ltd. (TIH $182.82)
  • $182.82 P/E (TTM): 30.53X Cap: $15.03B
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• Hydro One Limited (H $54.22)
  • $54.22 P/E (TTM): 25.14X Cap: $32.67B
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• EQB Inc. (EQB $115.98)
  • $115.98 P/E (TTM): 17.24X Cap: $4.29B
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.45)
  • $63.45 P/E (TTM): 88.7X Cap: $138.55B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $69.69)
  • $69.69 P/E (TTM): 30.82X Cap: $109.12B
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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 $50.84)
  • $50.84 Cap: $252.69B
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Q: What are your thoughts on Intel?

Upvote 2

Read Answer Asked by Michael on July 31, 2025

• Advanced Micro Devices Inc. (AMD $217.31)
  • $217.31 P/E (TTM): 102.68X Cap: $339.34B
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• Zedcor Inc. (ZDC $6.28)
  • $6.28 P/E (TTM): 440.0X Cap: $650M
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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 $14.76)
  • $14.76 Cap: $3.39B
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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 $325.32)
  • $325.32 P/E (TTM): 29.89X Cap: $3.90T
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• NVIDIA Corporation (NVDA $191.05)
  • $191.05 P/E (TTM): 46.01X Cap: $4.50T
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• The Walt Disney Company (DIS $107.00)
  • $107.00 P/E (TTM): 15.87X Cap: $192.56B
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• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $172.92)
  • $172.92 P/E (TTM): 29.49X Cap: $2.72B
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• BMO Equal Weight Banks Index ETF (ZEB $60.65)
  • $60.65 P/E (TTM): 15.25X Cap: $5.55B
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• Nintendo Co (NTDOY)
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• Nebius Group N.V. (NBIS $92.77)
  • $92.77 Cap: $20.50B
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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 $153.51)
  • $153.51 P/E (TTM): 28.34X Cap: $2.10B
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Q: Your opinion please and thank you.

Upvote 2

Read Answer Asked by Adam on July 31, 2025

• Tennessee Valley Authority (TVE $24.47)
  • $24.47 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 $91.61)
  • $91.61 P/E (TTM): 801.92X Cap: $7.86B
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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 $323.68)
  • $323.68 P/E (TTM): 15.96X Cap: $877.65B
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• RTX Corporation (RTX $196.74)
  • $196.74 P/E (TTM): 40.79X Cap: $266.35B
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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 $280.73)
  • $280.73 P/E (TTM): 33.1X Cap: $135.19B
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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 $7.77)
  • $7.77 P/E (TTM): 19.41X Cap: $749M
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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 $191.71)
  • $191.71 P/E (TTM): 40.82X Cap: $52.64B
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• Firan Technology Group Corporation (FTG $15.78)
  • $15.78 P/E (TTM): 34.88X Cap: $377M
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• Kits Eyecare Ltd. (KITS $20.29)
  • $20.29 P/E (TTM): 183.64X Cap: $649M
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• MDA Space Ltd. (MDA $36.04)
  • $36.04 P/E (TTM): 40.59X Cap: $4.35B
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• AtkinsRéalis Group Inc. (ATRL $105.25)
  • $105.25 P/E (TTM): 7.15X Cap: $17.28B
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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 10

Read Answer Asked by Anthony on July 31, 2025

• Starbucks Corporation (SBUX $98.95)
  • $98.95 P/E (TTM): 61.01X Cap: $113.29B
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• Nike Inc. (NKE $62.67)
  • $62.67 P/E (TTM): 32.78X Cap: $94.62B
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• UnitedHealth Group Incorporated (DE) (UNH $277.71)
  • $277.71 P/E (TTM): 14.43X Cap: $250.60B
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• United Parcel Service Inc. (UPS $117.65)
  • $117.65 P/E (TTM): 18.16X Cap: $99.54B
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• lululemon athletica inc. (LULU $174.83)
  • $174.83 P/E (TTM): 12.03X Cap: $19.39B
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• Crocs Inc. (CROX $84.38)
  • $84.38 P/E (TTM): 27.95X Cap: $4.45B
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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

• Secure Waste Infrastructure Corp. (SES $18.13)
  • $18.13 P/E (TTM): 40.73X Cap: $4B
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• Firan Technology Group Corporation (FTG $15.78)
  • $15.78 P/E (TTM): 34.88X Cap: $377M
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Q: Which company do you think has the best chance of being a long term compounder?
Thanks

Upvote 3

Read Answer Asked by Curtis on July 31, 2025