Investment Q&A

• Athabasca Oil Corporation (ATH $8.54)
  • $8.54 P/E (TTM): 9.59X Cap: $4.42B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.15)
  • $155.15 P/E (TTM): 84.58X Cap: $200.67B
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• goeasy Ltd. (GSY $122.67)
  • $122.67 P/E (TTM): 8.85X Cap: $1.95B
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• TerraVest Industries Inc. (TVK $147.48)
  • $147.48 Cap: $3.02B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $201.50)
  • $201.50 P/E (TTM): 31.2X Cap: $2.50B
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• Zedcor Inc. (ZDC $5.98)
  • $5.98 P/E (TTM): 422.86X Cap: $624M
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• kneat.com inc. (KSI $4.07)
  • $4.07 Cap: $387M
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• Vitalhub Corp. (VHI $7.95)
  • $7.95 P/E (TTM): 156.67X Cap: $504M
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• WELL Health Technologies Corp. (WELL $3.95)
  • $3.95 Cap: $1B
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• Zoomd Technologies Ltd. (ZOMD $0.95)
  • $0.95 P/E (TTM): 4.07X Cap: $94M
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• Topicus.com Inc. (TOI $83.72)
  • $83.72 P/E (TTM): 720.22X Cap: $7.18B
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• Tantalus Systems Holding Inc. (GRID $5.40)
  • $5.40 Cap: $274M
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• Propel Holdings Inc. (PRL $25.07)
  • $25.07 P/E (TTM): 11.74X Cap: $984M
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• Lumine Group Inc. (LMN $18.07)
  • $18.07 P/E (TTM): 70.94X Cap: $4.69B
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Q: Hello Team,

Looking at adding some funds to CAN stocks I already own, are you able to rank these in order from 1 to 14 based on a 3-4 year hold, I'm not worried about company size or industry. Thanks!

Upvote 23

Read Answer Asked by Kevin on September 29, 2025

• Home Depot Inc. (The) (HD $382.03)
  • $382.03 P/E (TTM): 26.67X Cap: $389.29B
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• Stryker Corporation (SYK $369.46)
  • $369.46 P/E (TTM): 43.47X Cap: $140.08B
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Q: Hi! Would you buy HD and SYK today? What do you think their growth prospects are over the next 5 years? Thanks so much.

Upvote 2

Read Answer Asked by Judith on September 29, 2025

• Applied Materials Inc. (AMAT $361.00)
  • $361.00 P/E (TTM): 40.89X Cap: $281.33B
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• Morgan Stanley (MS $171.65)
  • $171.65 P/E (TTM): 17.54X Cap: $272.01B
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• Thermo Fisher Scientific Inc (TMO $504.50)
  • $504.50 P/E (TTM): 29.16X Cap: $189.66B
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• Fortinet Inc. (FTNT $81.41)
  • $81.41 P/E (TTM): 35.21X Cap: $63.62B
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• Crocs Inc. (CROX $99.52)
  • $99.52 Cap: $4.86B
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Q: I have the above listed US Stocks in my portfolio. Please rate each one as Buy, Hold or Sell, and the reasons for your rating.

Upvote 4

Read Answer Asked by ALNOOR on September 29, 2025

• Constellation Software Inc. (CSU $2,271.11)
  • $2,271.11 P/E (TTM): 55.25X Cap: $49.94B
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Q: I just want to add the comment that I think the blog post summarizing the CSU call was very informative and very well written. Thank you.

Upvote 15

Read Answer Asked by Gordon on September 27, 2025

• goeasy Ltd. (GSY $122.67)
  • $122.67 P/E (TTM): 8.85X Cap: $1.95B
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Q: Greetings 5i team,
I noticed a question today asked by Tim concerning GSY and what a target price to enter a position would be. I added some shares today at about $179, which was above your suggested entry price of $170 but this purchase only raised my average cost / share to a little more than $160. In addition to the entry price, do you think that this is a good way to view such a purchase as well?
Thank you
SP

Upvote 7

Read Answer Asked by Steve on September 26, 2025

• Fiserv Inc. (FISV)
  • P/E (TTM): 9.86X
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Q: May I have you opinion of the future of Fiserv given the pending lawsuit, price decline recently and its sector of the economy?
With appreciation,
Ed

Upvote 4

Read Answer Asked by Ed on September 26, 2025

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $156.03)
  • $156.03 P/E (TTM): 20.09X Cap: $359.62B
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Q: Can you please provide an updated assessment on Alibaba, and whether your sentiment has changed vs your answer in Nov 2024? Buy Sell or Hold? Thank you.

Upvote 2

Read Answer Asked by Connie on September 26, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $201.50)
  • $201.50 P/E (TTM): 31.2X Cap: $2.50B
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• Kraken Robotics Inc. (PNG $7.69)
  • $7.69 P/E (TTM): 123.17X Cap: $2.26B
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Q: Hi guys,

Would you sell HPS.A for PNG?

Thanks,

Jim

Upvote 6

Read Answer Asked by jim on September 26, 2025

• Global X Defence Tech Index ETF (SHLD $28.55)
  • $28.55 P/E (TTM): 44.1X Cap: $224M
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• Howmet Aerospace Inc. (HWM $252.80)
  • $252.80 P/E (TTM): 67.44X Cap: $100.31B
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Q: I'm thinking of selling my SHLD ETF for a more concentrated defence/areospace tilt and buying either RYCEY (Rolls Royce) or HWM? the beta of HWM concerns me though?

What do you advise? I already own GE.

Upvote 4

Read Answer Asked by Graeme on September 26, 2025

• Enerflex Ltd. (EFX $25.95)
  • $25.95 P/E (TTM): 17.3X Cap: $3.14B
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• TerraVest Industries Inc. (TVK $147.48)
  • $147.48 Cap: $3.02B
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Q: Can you tell about these companies and whether one is better than the other? Will they participate in the increasing demand for energy in North America?

Upvote 5

Read Answer Asked by Rachel on September 26, 2025

• MEG Energy Corp. (MEG $30.89)
  • $30.89 P/E (TTM): 6.87X Cap: $7.85B
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Q: I don't really like either takeover option and would rather Meg continue to operate standalone. Is this a realistic option and how can I best express this?

Upvote 3

Read Answer Asked by hal on September 26, 2025

• dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL $11.00)
  • $11.00 Cap: $2.19B
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Q: What are your thought on the take private offer, It seems like another low ball offer considering where it used to trade at . Probably a good offer for for the insiders!

Upvote 2

Read Answer Asked by fwb181 on September 26, 2025

• Amer Sports Inc. (AS $40.04)
  • $40.04 Cap: $22.07B
  • View AS Profile
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Q: Hi 5i
Any thoughts on Amer Sports? They own the very successful Arcteryx clothing line as well as many other sports related businesses. At about $35, was $42 not long ago. Chip Wilson recently sold $160 million but still has 18% through his holding company. He appears to be raising cash (any idea for what?). The stock has tripled since IPO about 2 years ago. Your thoughts? How would it compare to another of your great calls, Aritzia?
Thanks, Greg

Upvote 1

Read Answer Asked by Greg on September 26, 2025

• iShares MSCI Emerging Markets Value Factor ETF (EVLU $35.69)
  • $35.69 P/E (TTM): 8.73X Cap: $12M
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Q: Can you provide thoughts on the iShares MSCI Emerging Markets Value Factor ETF (EVLU) as a long term investment in the current high valuation environment?
I’m seeing a 3% 30day yield, 10.7 P/E, and 0.35 fee.
If in your response you say it’s too new (less than a year) or too small (10m AUM), please remind me why those things matter and how you’d weigh them for an investment that is otherwise attractive.

Upvote 3

Read Answer Asked by Chris on September 26, 2025

• Vanguard Canadian Aggregate Bond Index ETF (VAB $23.29)
  • $23.29 Cap: $6.91B
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• iShares Core U.S. Aggregate Bond ETF (AGG $100.96)
  • $100.96 Cap: $139.64B
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• State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL $91.52)
  • $91.52 Cap: $42.88B
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• Global X High Interest Savings ETF (CASH $50.01)
  • $50.01 P/E (TTM): 13.15X Cap: $6.83B
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Q: Saw a headline regarding the big outflow from MM funds into bond funds, can you confirm this, if so explain the reason and provide your favorite bond funds for parking cash?

Upvote 2

Read Answer Asked by Charles on September 26, 2025

• Freeport-McMoRan Inc. (FCX $61.02)
  • $61.02 P/E (TTM): 43.94X Cap: $90.23B
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Q: With copper doing quite good and these guys for such a good name as a Large Cap producer,just seem to keep walking around into sharp objects,now with this mudslide (terrible tragedy hope there’s no more fatalities)the copper is still there do you think this a buying opportunity and I could add to my position or hold on ….

Upvote 6

Read Answer Asked by Greg on September 26, 2025

• Toronto-Dominion Bank (The) (TD $130.58)
  • $130.58 P/E (TTM): 11.11X Cap: $221.81B
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• Bank of Nova Scotia (The) (BNS $104.00)
  • $104.00 P/E (TTM): 25.35X Cap: $128.08B
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Q: In my RIF and TFSA accounts I way overweight BNS, which has performed splendidly, not to mention its attractive dividend. Looking to spread some of the market risk to TD but I'm leery of the other banks as they appear way overpriced by comparison. As an income investor, should I shift to ENB, FTS, EMA for more safety?

Upvote 9

Read Answer Asked by Jean on September 26, 2025

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.94)
  • $37.94 P/E (TTM): 99.08X Cap: $5.93B
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• Granite Real Estate Investment Trust (GRT.UN $89.21)
  • $89.21 P/E (TTM): 43.48X Cap: $5.37B
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• Killam Apartment Real Estate Investment Trust (KMP.UN $17.00)
  • $17.00 P/E (TTM): 4.46X Cap: $2.09B
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Q: Citing elevated redemption requests and tighter cash flows, some asset managers are joining a growing list of firms who are warning investors about changes to their real estate funds, which range from limited redemptions to reduced monthly distributions.

For example Trez Capital Mortgage Investment Corp, Nicola Wealth Management Ltd. and Centurion Asset Management Inc. informed investors about such changes. I own CAR.UN, KMP.UN and GRT.UN. Can I please get your thoughts for these three.

Upvote 3

Read Answer Asked by Ian on September 26, 2025

• JPMorgan Nasdaq Equity Premium Income Active ETF (JEPQ $26.92)
  • $26.92 P/E (TTM): 27.57X Cap: $146M
  • View JEPQ Profile
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Q: Is there a dividend hold back on companies such as JEPQ that, as in this example, is listed on the Canadian exchange, regardless of which account it is held in?

Thanks

Upvote 1

Read Answer Asked by Donald on September 26, 2025

• Freeport-McMoRan Inc. (FCX $61.02)
  • $61.02 P/E (TTM): 43.94X Cap: $90.23B
  • View FCX Profile
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Q: Thoughts on whether FCX is a buy, sell, or hold. Bought years ago for very low cost and am happy to hold. Can they recover from current issues or is it better to move on? If you suggest moving on, what do you recommend as an alternative? Thank you!

Upvote 1

Read Answer Asked by Neil on September 26, 2025