Investment Q&A

• goeasy Ltd. (GSY $186.48)
  • $186.48 P/E (TTM): 11.92X Cap: $2.98B
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• Propel Holdings Inc. (PRL $35.95)
  • $35.95 P/E (TTM): 17.69X Cap: $1.34B
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Q: G ood Morning

If you were to gaze into your crystal ball could you see GSY and PRL joining forces to have one strong company?

Thks Marcel

Upvote 9

Read Answer Asked by Marcel on May 12, 2025

• Vitalhub Corp. (VHI $13.63)
  • $13.63 P/E (TTM): 300.67X Cap: $754M
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Q: Could you comment on VHI's Q1 earnings? At first glance, they seemed to be pretty solid, however, after initially rising, the SP fell nearly 7% on Friday. Seems like an overreaction (which is common in these markets) but as always, would appreciate your analysis.

Upvote 6

Read Answer Asked by karl on May 12, 2025

• Novo Nordisk A/S (NVO $47.22)
  • $47.22 P/E (TTM): 13.59X Cap: $363.68B
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• ON Semiconductor Corporation (ON $47.24)
  • $47.24 P/E (TTM): 39.46X Cap: $20.04B
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• Marvell Technology Inc. (MRVL $76.63)
  • $76.63 Cap: $65.98B
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• Ceragon Networks Ltd. (CRNT $2.26)
  • $2.26 Cap: $200M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.17)
  • $17.17 Cap: $2.33B
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• Docebo Inc. (DCBO $42.40)
  • $42.40 P/E (TTM): 40.39X Cap: $1.22B
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• Kolibri Global Energy Inc. (KEI $7.91)
  • $7.91 P/E (TTM): 10.45X Cap: $289M
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• Upstart Holdings Inc. (UPST $82.62)
  • $82.62 Cap: $7.88B
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• Affirm Holdings Inc. (AFRM $74.86)
  • $74.86 Cap: $24.12B
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• illumin Holdings Inc. (ILLM $2.20)
  • $2.20 Cap: $111M
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• RxSight Inc. (RXST $7.65)
  • $7.65 Cap: $318M
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Q: Hi 5i,

I have some stocks down over 10%, mostly in USD. Do you see any red flags in the following stocks? Its small amounts and timeframe is not a problem.

DCBO
ILLM
KEI
LSPD

AFRM
CRNT
MRVL
NVO
ON
RXST
UPST

Thank you

Upvote 2

Read Answer Asked by Francois on May 12, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.16)
  • $175.16 P/E (TTM): 97.92X Cap: $212.29B
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Q: Nasdaq announced Friday night that SHOP will be included in a number of Nasdaq 100 and Nasdaq Tech Sector indices, as of May 19th.

I am not sure if there was a speculation about possibility of this index inclusion in the market after SHOP listed New York, as its Principal Executive Office alongside Ottawa in a recent SEC filing.

Do you believe that stock should react well to the announcement over next several trading sessions ?

What would be the estimated demand of its shares from all the ETF's/MF's following these indices ?

Thank You

Upvote 5

Read Answer Asked by rajeev on May 12, 2025

• Alaris Equity Partners Income Trust (AD.UN $18.64)
  • $18.64 P/E (TTM): 4.48X Cap: $843M
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Q: I asked a question about this corporation on May 10 and mistakenly made it a private question. If you can now do so, please make it a public question.

Your answer referred me to recent comments and questions on this corporation but the most recent question I see is from March 12.

I would like to ask a follow up question. What are your thoughts about the recent Q1 report from Alaris?
John

Upvote 2

Read Answer Asked by John on May 10, 2025

• Alaris Equity Partners Income Trust (AD.UN $18.64)
  • $18.64 P/E (TTM): 4.48X Cap: $843M
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Q: Your opinion on results from yesterday please.

Thanks
Jeff

Upvote 3

Read Answer Asked by JEFF on May 10, 2025

• TransMedics Group Inc. (TMDX $125.74)
  • $125.74 P/E (TTM): 87.86X Cap: $4.38B
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Q: Given its recent stupendous rise I assume it released an excellent quarterly report. Has the company put its problems behind it and do you anticipate substantially more stock growth now?

Appreciate your insight.

Paul F

Upvote 2

Read Answer Asked by Paul on May 10, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $35.79)
  • $35.79 Cap: $23.46B
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Q: Hi, are BEP.UN and BEP are same stock? Do you have a preference? Is it best to purchase in a non reg or reg account? Thank you.

Upvote 3

Read Answer Asked by Lorraine on May 10, 2025

• Sun Life Financial Inc. (SLF $83.71)
  • $83.71 P/E (TTM): 15.23X Cap: $47.36B
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Q: Your thoughts please on the quarter?

Thx

Upvote 3

Read Answer Asked by blake on May 10, 2025

Q: This is just a comment : I don't 't hold any more CDN stock in a US nonregistered account in order to get us dividends with no fees ,since I noticed that it was complicated to declare. I rather hold US stocks exclusively in my RRSP , if I need to convert US cash in CDN, I rather use ETFs for converting large amounts for very low fees if ETFs are close to NAV. ..

Upvote 5

Read Answer Asked by Jean-Yves on May 10, 2025

• Pembina Pipeline Corporation (PPL $51.41)
  • $51.41 P/E (TTM): 16.75X Cap: $29.81B
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Q: What do you think of their report?

Anything to explain such a drop?

Upvote 2

Read Answer Asked by Danny on May 10, 2025

• Docebo Inc. (DCBO $42.40)
  • $42.40 P/E (TTM): 40.39X Cap: $1.22B
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• D2L Inc. Subordinate Voting Shares (DTOL $15.90)
  • $15.90 P/E (TTM): 22.66X Cap: $867M
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Q: Please comment on the recent results. Is it a sell, buy or hold? I am down 35% on this one. Thank you

Upvote 4

Read Answer Asked by Mariusz on May 09, 2025

• TruBridge Inc. (TBRG $20.89)
  • $20.89 Cap: $328M
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Q: Hi Peter

Can you provide your comments on TBRG. Also what do you think of valuation and is it a buy at current levels.

thx

Upvote 1

Read Answer Asked by Frank on May 09, 2025

• Intuitive Surgical Inc. (ISRG $477.00)
  • $477.00 P/E (TTM): 70.73X Cap: $173.27B
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• Eli Lilly and Company (LLY $765.95)
  • $765.95 P/E (TTM): 62.03X Cap: $728.80B
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• UnitedHealth Group Incorporated (DE) (UNH $251.00)
  • $251.00 P/E (TTM): 9.95X Cap: $218.60B
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• Canadian Natural Resources Limited (CNQ $43.30)
  • $43.30 P/E (TTM): 11.97X Cap: $89.42B
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• Tourmaline Oil Corp. (TOU $57.95)
  • $57.95 P/E (TTM): 17.09X Cap: $21.56B
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• Mainstreet Equity Corp. (MEQ $190.25)
  • $190.25 P/E (TTM): 7.19X Cap: $1.76B
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• GFL Environmental Inc. subordinate voting shares (GFL $69.17)
  • $69.17 Cap: $25.88B
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• MDA Space Ltd. (MDA $44.55)
  • $44.55 P/E (TTM): 58.88X Cap: $5.63B
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• Lumine Group Inc. (LMN $53.00)
  • $53.00 Cap: $13.37B
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Q: Hi team...what's your take on health care sector changes coming with Trump I own 3% LLY 1% ISRG 1% UNH lly getting walloped due to speculation on what's coming (how bad can it be) do you recommend selling the sector or repositioning the stocks presently own in the sector or do you have a top pick?....Thanks also do you think that this is good entry for CNQ,TOU,MDA,MEQ, GFL,LMN, looking for some growth and dividend return please rate them in order of preference c/w entry target price...thanks for your help

Upvote 10

Read Answer Asked by Terence on May 09, 2025

• Air Canada Voting and Variable Voting Shares (AC $18.89)
  • $18.89 P/E (TTM): 4.9X Cap: $6.15B
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Q: Hi
How were air canada earnings today and how do you view going forward. The shares have had a nice pop this morning. They have announced a " substantial issuer bid of $500M to be completed by end of June......What does that mean and how will it affect the share price....should holders hold on in light of this news?
thx

Upvote 1

Read Answer Asked by jim on May 09, 2025

• Dave Inc. (DAVE $238.83)
  • $238.83 P/E (TTM): 64.29X
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• Sezzle Inc. (SEZL $151.94)
  • $151.94 Cap: $5.22B
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Q: Hello 5i
Please comment on Sezzle and DAVE inc recent earnings and outlook.
Thank you
Dave

Upvote 2

Read Answer Asked by Dave on May 09, 2025

Q: I noticed that in one of your replies you said that most 5i staff have been buying during this downturn. I have bought through other downturns. But, Trump has me spooked. You never know what he might do. You feel that this time it may be different. If you feel free to share it, I would be interested to know what gives you this confidence, what your buying strategy is and finally, wha stocks do you see as particularly interesting at this time
Thanks

Upvote 41

Read Answer Asked by joseph on May 09, 2025

• Enbridge Inc. (ENB $64.40)
  • $64.40 P/E (TTM): 23.56X Cap: $138.93B
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Q: 2nd largest holding in my portfolio. What did you think of their earnings?

Upvote 4

Read Answer Asked by Ed on May 09, 2025

Q: Hi, What are the pros and cons of agreeing to stock lending in an investment account.
Does it matter if it is a registered or non registered account?

How does it work?

Is it a common practise for investment companies such as Wood Gundy to activate it in their client accounts without their clients knowledge?

Thank you for sharing your experience.

Upvote 3

Read Answer Asked by Lorraine on May 09, 2025

Q: Not a question, just a comment - The Daily, a free podcast done by the NYT, did their daily podcast on Warren Buffett last Wednesday - it's an easy and informative listen.

Upvote 2

Read Answer Asked by Kim on May 09, 2025