Investment Q&A

• Hemisphere Energy Corporation (HME $2.66)
  • $2.66 P/E (TTM): 9.33X Cap: $251M
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• Suncor Energy Inc. (SU $90.29)
  • $90.29 P/E (TTM): 18.93X Cap: $107.16B
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• Imperial Oil Limited (IMO $179.54)
  • $179.54 P/E (TTM): 28.25X Cap: $88.11B
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• Canadian Natural Resources Limited (CNQ $64.64)
  • $64.64 P/E (TTM): 13.13X Cap: $134.83B
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• Tourmaline Oil Corp. (TOU $63.80)
  • $63.80 P/E (TTM): 92.47X Cap: $24.70B
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• Whitecap Resources Inc. (WCP $14.61)
  • $14.61 P/E (TTM): 15.39X Cap: $17.73B
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• Tamarack Valley Energy Ltd. (TVE $10.74)
  • $10.74 Cap: $5.19B
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Q: Could you please list your top 5 Cdn oil stocks in order of preference. Thnks

Upvote 13

Read Answer Asked by Dennis on March 16, 2026

• Boyd Group Services Inc. (BYD $170.49)
  • $170.49 P/E (TTM): 159.22X Cap: $4.74B
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Q: Could have I an update on your views of Boyd group. Its hold in a RRSP. Would you suggest 1-2 companies with better or same risk profile you would suggest to switch for if you think that’s a good idea .

Upvote 3

Read Answer Asked by Olivier on March 16, 2026

• Premium Brands Holdings Corporation (PBH $82.94)
  • $82.94 P/E (TTM): 55.87X Cap: $4.32B
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Q: Could have I an update on your views of PBH. Its hold in a RRSP. Would you suggest 1-2 companies with better or same risk profile you would suggest to switch for if you think that’s a good idea .

Upvote 4

Read Answer Asked by Olivier on March 16, 2026

• Kraken Robotics Inc. (PNG $8.29)
  • $8.29 P/E (TTM): 133.33X Cap: $2.54B
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Q: Is PNG buy at this time? If so how much of a weighting would you give it?

Thanks

Upvote 7

Read Answer Asked on March 16, 2026

• Tenaz Energy Corp. (TNZ $58.99)
  • $58.99 Cap: $1.89B
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Q: Hello Wonder Team at 5i. Could I ask your thoughts on Tenaz Energy, they seem to have gone straight up into earnings coinciding w Iran conflict. How did the earnings report look, would you be comfortable owning it here (around $55). What would be a reasonable price? Am I correct in assuming price is correlated to European Natural Gas Benchmark TTF prices? And a final "long shot" question - if the Ras Laffan Nat Gas facility in Qatar continues to suspend operations, will this bode well for the share price of Tenaz? Thank you for your thoughts and impressions on where the share price might be going next. Much appreciated. Gord

Upvote 2

Read Answer Asked by gord on March 16, 2026

• Meta Platforms Inc. (META $579.23)
  • $579.23 P/E (TTM): 24.36X Cap: $1.46T
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• IREN Limited (IREN $34.09)
  • $34.09 P/E (TTM): 61.21X Cap: $11.32B
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• Nebius Group N.V. (NBIS $101.95)
  • $101.95 Cap: $24.27B
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Q: Has been getting a lot of positive news and contract wins. Thoughts on the META deal?

Seems the market is looking at the company as just an AI infrastructure play but they have many other lines of business that is not being taken into account.

I own both names and based on the momentum of NBIS does it make sense to sell IREN and consolidate? This will not impact position size materially of NBIS. Just seems like NBIS is more of a better quality business overall.

Upvote 3

Read Answer Asked by Sal on March 16, 2026

• Meta Platforms Inc. (META $579.23)
  • $579.23 P/E (TTM): 24.36X Cap: $1.46T
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• Nebius Group N.V. (NBIS $101.95)
  • $101.95 Cap: $24.27B
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Q: Can you comment on the new Nebius / Meta deal please? Is this one of the further contracts that were expected after the Microsoft deal in September? Does it change your outlook for the company? Or is it more of a confirmation. Thanks.

Upvote 5

Read Answer Asked by Martin on March 16, 2026

• Applied Materials Inc. (AMAT $353.80)
  • $353.80 P/E (TTM): 34.98X Cap: $280.77B
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• Lam Research Corporation (LRCX $222.01)
  • $222.01 P/E (TTM): 43.87X Cap: $277.23B
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• NVIDIA Corporation (NVDA $175.75)
  • $175.75 P/E (TTM): 35.59X Cap: $4.27T
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• Rockwell Automation Inc. (ROK $368.92)
  • $368.92 P/E (TTM): 41.06X Cap: $41.45B
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• Tesla Inc. (TSLA $381.26)
  • $381.26 P/E (TTM): 344.21X Cap: $1.43T
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• Advanced Micro Devices Inc. (AMD $210.21)
  • $210.21 P/E (TTM): 76.77X Cap: $342.71B
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• Teradyne Inc. (TER $312.20)
  • $312.20 P/E (TTM): 85.44X Cap: $48.87B
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• ON Semiconductor Corporation (ON $62.20)
  • $62.20 P/E (TTM): 213.52X Cap: $24.50B
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• ASML Holding N.V. (ASML $1,359.76)
  • $1,359.76 P/E (TTM): 59.48X Cap: $524.07B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $341.49)
  • $341.49 P/E (TTM): 48.17X Cap: $1.77T
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Q: Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots.

Who really knows, what's your opinion on that.

If something like that did happen, which companys would you be investing in now?

Or is it early?

Thank you.

Upvote 10

Read Answer Asked by Ross on March 16, 2026

• Booking Holdings Inc. (BKNG $4,184.56)
  • $4,184.56 P/E (TTM): 25.34X Cap: $132.53B
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• Intact Financial Corporation (IFC $244.28)
  • $244.28 P/E (TTM): 13.61X Cap: $43.63B
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• iShares Russell 2000 Value ETF (IWN $190.76)
  • $190.76 P/E (TTM): 14.27X Cap: $12.58B
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Q: Good Day 5i,
Are the following companies/ETF a buy, sell or hold?
Thanks

Upvote 3

Read Answer Asked by Marco on March 16, 2026

Q: What does comms stand for in your market model?
Thanks

Upvote 2

Read Answer Asked by Mary on March 16, 2026

• Canadian National Railway Company (CNR $143.39)
  • $143.39 P/E (TTM): 18.89X Cap: $87.57B
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• Suncor Energy Inc. (SU $90.29)
  • $90.29 P/E (TTM): 18.93X Cap: $107.16B
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• Enbridge Inc. (ENB $74.54)
  • $74.54 P/E (TTM): 22.99X Cap: $162.67B
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• Canadian Natural Resources Limited (CNQ $64.64)
  • $64.64 P/E (TTM): 13.13X Cap: $134.83B
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• Loblaw Companies Limited (L $64.04)
  • $64.04 P/E (TTM): 12.1X Cap: $75.25B
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• Dollarama Inc. (DOL $171.30)
  • $171.30 P/E (TTM): 36.02X Cap: $46.75B
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• Fortis Inc. (FTS $78.18)
  • $78.18 P/E (TTM): 22.24X Cap: $39.37B
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• Cameco Corporation (CCO $154.42)
  • $154.42 P/E (TTM): 168.09X Cap: $65.88B
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• Wheaton Precious Metals Corp. (WPM $190.12)
  • $190.12 P/E (TTM): 41.43X Cap: $86.32B
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• Tourmaline Oil Corp. (TOU $63.80)
  • $63.80 P/E (TTM): 92.47X Cap: $24.70B
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• Kelt Exploration Ltd. (KEL $8.62)
  • $8.62 P/E (TTM): 31.23X Cap: $1.73B
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• Agnico Eagle Mines Limited (AEM $291.97)
  • $291.97 P/E (TTM): 23.4X Cap: $146.27B
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• Alimentation Couche-Tard Inc. (ATD $78.64)
  • $78.64 P/E (TTM): 21.08X Cap: $72.23B
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• Capstone Copper Corp. (CS $11.32)
  • $11.32 P/E (TTM): 18.81X Cap: $8.64B
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• Tamarack Valley Energy Ltd. (TVE $10.74)
  • $10.74 Cap: $5.19B
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• Hydro One Limited (H $57.91)
  • $57.91 P/E (TTM): 25.88X Cap: $34.73B
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• TerraVest Industries Inc. (TVK $133.84)
  • $133.84 Cap: $2.90B
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• Nutrien Ltd. (NTR $103.60)
  • $103.60 P/E (TTM): 35.41X Cap: $50.07B
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Q: In a stagflationary scenario. what sectors and specific stocks within those sectors would make the most sense? Thank-you.

Upvote 22

Read Answer Asked by Alex on March 16, 2026

• Cipher Pharmaceuticals Inc. (CPH $18.28)
  • $18.28 P/E (TTM): 12.78X Cap: $462M
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Q: Clearly the Street was very impressed with CPH's Q4 and YE earnings that were released on Friday (up 17% despite another tough day in the markets). As always, I would appreciate your view.

Upvote 3

Read Answer Asked by karl on March 16, 2026

• Miscellaneous (MISC)
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Q: Can you please provide a brief commentary on how you think AI will evolve in the next 5 years (economy, labor market, possible deflation and change in economic model projected by some). I know its a hot topics that can fill books. I am just wondering about your insights. Thank you!

Upvote 11

Read Answer Asked by Pierre on March 16, 2026

• Athabasca Oil Corporation (ATH $10.32)
  • $10.32 P/E (TTM): 22.96X Cap: $4.94B
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Q: Would 5I be comfortable buying oil stock at the present time.
Thanks in advance
Rick

Upvote 3

Read Answer Asked by Rick on March 16, 2026

Q: What's changed with the portfolios?
This would be helpful.

Upvote 5

Read Answer Asked by Valerie on March 16, 2026

• Amazon.com Inc. (AMZN $210.57)
  • $210.57 P/E (TTM): 29.05X Cap: $2.26T
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Q: Can you please provide commentary on why Amazon is issuing bond specifically for its AI investments considering its liquidity position and size and quality of its balance sheet?

Upvote 5

Read Answer Asked by Pierre on March 16, 2026

• CRH PLC (CRH $106.20)
  • $106.20 P/E (TTM): 21.6X Cap: $68.98B
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Q: What is your opinion of this Materials company and would you consider it best-of-breed in the sector? Thanks...

Upvote 1

Read Answer Asked by Michael on March 16, 2026

• goeasy Ltd. (GSY $37.36)
  • $37.36 P/E (TTM): 2.78X Cap: $599M
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Q: Just a thought, I looked at buying this years ago but didn't because it seemed to be making profits with borrowers who could not afford the loans received. Nothing illegal but not not necessarily ethical.
If a company operates in this market the leadership may at times stretch the ethical and legal limits of governance.

Upvote 3

Read Answer Asked by Peter on March 16, 2026

• Enghouse Systems Limited (ENGH $16.52)
  • $16.52 P/E (TTM): 12.5X Cap: $900M
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Q: Did ENGH have anything positive to report in their recent earnings report. Thanks … Cal

Upvote 3

Read Answer Asked by cal on March 16, 2026

• Kraken Robotics Inc. (PNG $8.29)
  • $8.29 P/E (TTM): 133.33X Cap: $2.54B
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• Tantalus Systems Holding Inc. (GRID $4.60)
  • $4.60 Cap: $257M
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Q: I’m of the opinion that the current trouble in the Middle East will spur sales of EV’s. Do you agree? If so are there any small caps that might benefit?
You note PNG may be able to defuse mines in the Straight of Horuz. Do they manufacture a “mine sweeper” or is it more of an intention?
Any comments you have would be appreciated.
Jim

Upvote 4

Read Answer Asked by James on March 16, 2026