Investment Q&A

• J.B. Hunt Transport Services Inc. (JBHT $232.07)
  • $232.07 P/E (TTM): 38.49X Cap: $20.74B
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• Deere & Company (DE $630.88)
  • $630.88 P/E (TTM): 34.96X Cap: $170.40B
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• Darden Restaurants Inc. (DRI $209.87)
  • $209.87 P/E (TTM): 22.51X Cap: $24.16B
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• Uber Technologies Inc. (UBER $75.95)
  • $75.95 P/E (TTM): 9.09X Cap: $156.31B
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Q: Some of my shorts, (DE, JBHT and DRI) are reacting well in the pre-market. Do you think they are worth holding, as shorts, for a while yet? Can you comment in particular on DE's earnings? Thank-you.

Upvote 1

Read Answer Asked by Alex on August 19, 2025

• Meta Platforms Inc. (META $653.56)
  • $653.56 P/E (TTM): 27.13X Cap: $1.65T
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• Alphabet Inc. (GOOG $306.36)
  • $306.36 P/E (TTM): 28.83X Cap: $3.77T
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• Microsoft Corporation (MSFT $398.55)
  • $398.55 P/E (TTM): 24.04X Cap: $2.95T
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• NVIDIA Corporation (NVDA $182.48)
  • $182.48 P/E (TTM): 47.53X Cap: $4.43T
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Q: Please name your top 4 companies that are into ART. Intelligence A/I. Brief reason for each pick. Take as many credits as necessary. Thanks. Helen

Upvote 10

Read Answer Asked by Helen on August 19, 2025

• Meren Energy Inc. (MER $2.19)
  • $2.19 Cap: $1.48B
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Q: Please comment on 2nd results.

Thank you

Upvote 1

Read Answer Asked by JACK on August 19, 2025

• Fulgent Genetics Inc. (FLGT $14.20)
  • $14.20 Cap: $443M
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Q: Hello
What is your view on Fulgent Genetics? Thanks for your advice.

Upvote 1

Read Answer Asked by umedali on August 19, 2025

Q: Is there anywhere on your website that I can create a portfolio and monitor its performance?

Sheldon

Upvote 4

Read Answer Asked by Sheldon on August 19, 2025

• Greenlane Renewables Inc. (GRN $0.24)
  • $0.24 P/E (TTM): 22.5X Cap: $37M
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Q: Please comment on results, outlook, and the jump in share price. Can it climb higher?

Upvote 2

Read Answer Asked by Charles on August 19, 2025

• Logan Energy Corp. (LGN $0.82)
  • $0.82 P/E (TTM): 19.5X Cap: $488M
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Q: Peter; LGN has traded over 2M shares today- was it block trades - any idea, besides their earnings report, on why this size of trading? Thanks.
Rod

Upvote 2

Read Answer Asked by Rodney on August 19, 2025

• DeFi Technologies Inc. (DEFI)
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Q: Thoughts on DEFI Q2 earnings and raised guidance and is this a good entry point?

Upvote 3

Read Answer Asked by Tony on August 18, 2025

• Gambling.com Group Limited (GAMB $4.38)
  • $4.38 Cap: $155M
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Q: Can you please evaluate the results from GAMB? What was good and what was bad? Why the big sell off? Lastly, buy, sell or hold and why please. I own a small piece of this along with SRAD and GENI and am baffled at its underperformance.

Separately, what do you think of Keystone Financial (key stocks.com) as as supplementary service to 5i? Does coverage overlap dramatically or could it be a nice secondary source of potential growth stocks?

Thanks

Thanks!

Upvote 1

Read Answer Asked by Tim on August 18, 2025

• Bird Construction Inc. (BDT $33.08)
  • $33.08 P/E (TTM): 18.44X Cap: $1.83B
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Q: Your thoughts on recent earnings and prospects going forward given Canada's infrastructure plans.

Upvote 4

Read Answer Asked by Theodore on August 18, 2025

Q: I have been reading about "Stablecoins" in recent articles re Crypto. Do you see Stablecoins replacing cash as official currencies around the world? How much , in your estimation, do you see the Genius Act, the bipartisan bill recently passed in congress, will it effect the financial world as we know it?

Upvote 9

Read Answer Asked by shirley on August 18, 2025

• Propel Holdings Inc. (PRL $20.95)
  • $20.95 P/E (TTM): 9.8X Cap: $824M
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Q: Good Day team:How did PRL get ranked along with LMN so far down the line for today. I Recently paid 35.50 for PRL based on 5i's high regard for this name. Should I dump it .Looks like it could be headed for it's 52 week low.Your thoughts please .Larry

Upvote 14

Read Answer Asked by Larry on August 18, 2025

• 5N Plus Inc. (VNP $30.89)
  • $30.89 P/E (TTM): 42.59X Cap: $2.75B
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Q: In January you noted:

We are mixed here. We don't like the leverage and the sector may still be weak under Trump policies (solar).

What's changed since then that made you come around to it and add it to your growth portfolio in July?

Upvote 6

Read Answer Asked by Adam on August 18, 2025

• iShares Russell 2000 Growth ETF (IWO $338.51)
  • $338.51 P/E (TTM): 22.36X Cap: $13.26B
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• BMO Covered Call Utilities ETF (ZWU $12.17)
  • $12.17 P/E (TTM): 18.74X Cap: $2.15B
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• BMO S&P 500 Index ETF (ZSP $103.07)
  • $103.07 P/E (TTM): 25.46X Cap: $21.44B
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• Vanguard FTSE Canada All Cap Index ETF (VCN $70.15)
  • $70.15 P/E (TTM): 18.1X Cap: $14.76B
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• Vanguard FTSE Developed Europe All Cap Index ETF (VE $47.19)
  • $47.19 P/E (TTM): 17.19X Cap: $620M
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• BMO Canadian High Dividend Covered Call ETF (ZWC $22.21)
  • $22.21 P/E (TTM): 12.59X Cap: $2.17B
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• iShares MSCI USA Momentum Factor ETF (MTUM $253.70)
  • $253.70 P/E (TTM): 29.56X Cap: $21.26B
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• Vanguard All-Equity ETF Portfolio (VEQT $56.47)
  • $56.47 P/E (TTM): 0.17X Cap: $12.15B
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• iShares Core Balanced ETF Portfolio (XBAL $34.58)
  • $34.58 P/E (TTM): 14.83X Cap: $2.91B
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• iShares Core Growth ETF Portfolio (XGRO $36.60)
  • $36.60 P/E (TTM): 12.22X Cap: $4.41B
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• Hamilton Enhanced Canadian Bank ETF (HCAL $39.05)
  • $39.05 P/E (TTM): 15.2X Cap: $841M
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• Global X S&P/TSX 60 Covered Call ETF (CNCC $14.17)
  • $14.17 P/E (TTM): 18.57X Cap: $158M
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Q: Hello, would like to know for total returns of these ETFs (ZWC, ZWU, CNCC, HCAL, ZSP, VCN, VE, XGRO, VEQT, XBAL) which is your favorite in order for each and in which account type is each best suited for. Also please give me your number 1 top pick of all Canadian listed ETFs for each account type.

Thank you

Upvote 13

Read Answer Asked by Kim on August 18, 2025

• Harvest Diversified High Income Shares ETF (HHIS $10.58)
  • $10.58 P/E (TTM): 42.4X Cap: $1.20B
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Q: What is your opinion on the new All In One Income ETFs such as HHIS,FFIX and FCIP. I realize that they are all relatively new but do you think they are a good investment at this time?

Upvote 3

Read Answer Asked by shirley on August 18, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $60.10)
  • $60.10 P/E (TTM): 88.8X Cap: $134.94B
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• Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares (BNT $61.41)
  • $61.41 P/E (TTM): 6.58X Cap: $18.90B
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Q: In response to Terry's question this morning is it BAM or BN that's splitting 3/2 this October?

Thanks David

Upvote 3

Read Answer Asked by David on August 18, 2025

• TerraVest Industries Inc. (TVK $147.90)
  • $147.90 Cap: $3.20B
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Q: Post earnings results, would you be comfortable adding TVK shares at current level, Today ?

Thank You

Upvote 14

Read Answer Asked by rajeev on August 18, 2025

Q: What are your thoughts on Hamiltons new ETF CDAY?

Upvote 2

Read Answer Asked by Carla on August 18, 2025

• Celestica Inc. (CLS $365.00)
  • $365.00 P/E (TTM): 49.65X Cap: $41.98B
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• Kraken Robotics Inc. (PNG $9.25)
  • $9.25 P/E (TTM): 133.83X Cap: $2.83B
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• Zedcor Inc. (ZDC $5.82)
  • $5.82 P/E (TTM): 420.0X Cap: $614M
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• Vitalhub Corp. (VHI $8.26)
  • $8.26 P/E (TTM): 154.31X Cap: $521M
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• Topicus.com Inc. (TOI $94.08)
  • $94.08 P/E (TTM): 740.92X Cap: $12.13B
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• BlackSky Technology Inc. Class A (BKSY $21.61)
  • $21.61 Cap: $895M
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• Propel Holdings Inc. (PRL $20.95)
  • $20.95 P/E (TTM): 9.8X Cap: $824M
  • View PRL Profile
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• Lumine Group Inc. (LMN $20.87)
  • $20.87 P/E (TTM): 74.82X Cap: $5.35B
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• Nebius Group N.V. (NBIS $91.01)
  • $91.01 Cap: $21.67B
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Q: Please rank the following stocks to purchase today for greatest growth potential. Thanks

Upvote 50

Read Answer Asked by Ben on August 18, 2025

• Emera Incorporated (EMA $70.23)
  • $70.23 P/E (TTM): 18.95X Cap: $21.27B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $54.24)
  • $54.24 P/E (TTM): 60.02X Cap: $25.01B
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Q: I am an income investor as I live off the dividend stream I receive. I recently started a small position in BIP.UN. I have a full position in EMA. EMA seems to have had a pretty good run lately and also I believe they have reduced their projected dividend growth rate over the next few years. I am thinking of selling my EMA position and shifting it to BIP.UN as BIP.UN seems to have more upside on unit appreciation, a higher dividend and perhaps a higher dividend growth rate. Thoughts on this potential swap??

Upvote 5

Read Answer Asked by Mark on August 18, 2025