Investment Q&A

• Celestica Inc. (CLS $454.05)
  • $454.05 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
  • View Questions on CLS
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $160.75)
  • $160.75 P/E (TTM): 22.92X Cap: $1.91B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: Would you buy the pullback in these stocks for a 1-2 year hold?

Upvote 8

Read Answer Asked by Allen on November 09, 2025

• Celestica Inc. (CLS $454.05)
  • $454.05 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
  • View Questions on CLS
• Vertiv Holdings LLC Class A (VRT $168.91)
  • $168.91 P/E (TTM): 60.31X Cap: $64.50B
  • View VRT Profile
  • View Questions on VRT

Q: Hello,
I currently hold VRT and no CLS. Are they different enough to hold both or is one OK? Thanks for your great service!

Upvote 7

Read Answer Asked by jeff on November 06, 2025

• Celestica Inc. (CLS $454.05)
  • $454.05 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
  • View Questions on CLS
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $160.75)
  • $160.75 P/E (TTM): 22.92X Cap: $1.91B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: Recognizing size differences, which of these two companies are better value and which do you prefer for growth going forward. Thanks

Upvote 11

Read Answer Asked by Greg on November 06, 2025

• Dollarama Inc. (DOL $199.13)
  • $199.13 P/E (TTM): 43.73X Cap: $54.63B
  • View DOL Profile
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• Celestica Inc. (CLS $454.05)
  • $454.05 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
  • View Questions on CLS
• Thomson Reuters Corporation (TRI $186.90)
  • $186.90 P/E (TTM): 34.94X Cap: $84.73B
  • View TRI Profile
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• TerraVest Industries Inc. (TVK $121.33)
  • $121.33 Cap: $2.63B
  • View TVK Profile
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  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $160.75)
  • $160.75 P/E (TTM): 22.92X Cap: $1.91B
  • View HPS.A Profile
  • View Questions on HPS.A
• Aritzia Inc. Subordinate Voting Shares (ATZ $108.23)
  • $108.23 P/E (TTM): 44.33X Cap: $12.47B
  • View ATZ Profile
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  • View Reports on ATZ
• Propel Holdings Inc. (PRL $21.78)
  • $21.78 P/E (TTM): 9.72X Cap: $857M
  • View PRL Profile
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  • View Reports on PRL

Q: I have the following small/mid caps in my portfolio. Can you rate them in term of potential growth in the next 3 years, starting with most preferred to least preferred?
High volatility is acceptable and I am not concerned about sector exposure.
Thank you very much.

ATZ
CLS
DOL
HPS.A
PRL
TRI
TVK

Upvote 13

Read Answer Asked by Anh on November 05, 2025

• Celestica Inc. (CLS $454.05)
  • $454.05 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.14)
  • $219.14 P/E (TTM): 83.48X Cap: $271.02B
  • View SHOP Profile
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  • View Reports on SHOP
• Galaxy Digital Inc. Class A common stock (GLXY $34.97)
  • $34.97 Cap: $13.65B
  • View GLXY Profile
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Q: A bit of a timely post here. But with stocks pulling back quite a bit the last 2 days, and tech stocks mostly leading that pullback. Some names have pulled back more than others. Of some of your favorite picks, LMN, GLXY, NBIS are down more than most. If you were adding funds today, what would be your top 3 picks to add to on this pullback (in the order you'd add)? Thx

Upvote 24

Read Answer Asked by Adam on November 04, 2025

• Celestica Inc. (CLS $454.05)
  • $454.05 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.14)
  • $219.14 P/E (TTM): 83.48X Cap: $271.02B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Electrovaya Inc. (ELVA $6.02)
  • $6.02 P/E (TTM): 143.65X Cap: $241M
  • View ELVA Profile
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Q: What are 3 Canadian stocks tied to the hidden force behind the AI boom?

Upvote 9

Read Answer Asked by Jeff on November 03, 2025

• Meta Platforms Inc. (META $613.05)
  • $613.05 P/E (TTM): 26.32X Cap: $1.49T
  • View META Profile
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• Alphabet Inc. (GOOG $318.47)
  • $318.47 P/E (TTM): 29.58X Cap: $3.84T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $474.00)
  • $474.00 P/E (TTM): 33.58X Cap: $3.50T
  • View MSFT Profile
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• Celestica Inc. (CLS $454.05)
  • $454.05 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
  • View Questions on CLS
• Vertiv Holdings LLC Class A (VRT $168.91)
  • $168.91 P/E (TTM): 60.31X Cap: $64.50B
  • View VRT Profile
  • View Questions on VRT

Q: What would be a good way to invest in AI? Reasonable risk level with 5 yr hold.

Upvote 18

Read Answer Asked by Tim on November 03, 2025

• Alphabet Inc. (GOOG $318.47)
  • $318.47 P/E (TTM): 29.58X Cap: $3.84T
  • View GOOG Profile
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• NVIDIA Corporation (NVDA $182.55)
  • $182.55 P/E (TTM): 50.96X Cap: $4.34T
  • View NVDA Profile
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• Celestica Inc. (CLS $454.05)
  • $454.05 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
  • View Questions on CLS
• Nebius Group N.V. (NBIS $91.90)
  • $91.90 Cap: $21.88B
  • View NBIS Profile
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Q: How would you recommend I invest a 2% position in the AI sector for a 5 - 10 year hold? Willing to take some risk.

Upvote 27

Read Answer Asked by Tim on November 03, 2025

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,401.14)
  • $2,401.14 P/E (TTM): 7.96X Cap: $51.25B
  • View FFH Profile
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• Constellation Software Inc. (CSU $3,382.96)
  • $3,382.96 P/E (TTM): 74.74X Cap: $71.69B
  • View CSU Profile
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  • View Reports on CSU
• Celestica Inc. (CLS $454.05)
  • $454.05 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.14)
  • $219.14 P/E (TTM): 83.48X Cap: $271.02B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Topicus.com Inc. (TOI $125.34)
  • $125.34 P/E (TTM): 1047.94X Cap: $10.40B
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• Lumine Group Inc. (LMN $27.15)
  • $27.15 P/E (TTM): 101.24X Cap: $6.96B
  • View LMN Profile
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  • View Reports on LMN
• Nvidia CDR (CAD Hedged) (NVDA $41.63)
  • $41.63 P/E (TTM): 60.84X Cap: $6.12T
  • View NVDA Profile
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Q: Can you give me your latest thoughts on these 7 stocks along with good entry points c/w rating (out of 10) and also in what order to buy



Thanks for your great service

Upvote 18

Read Answer Asked by Terence on October 31, 2025

• Constellation Software Inc. (CSU $3,382.96)
  • $3,382.96 P/E (TTM): 74.74X Cap: $71.69B
  • View CSU Profile
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  • View Reports on CSU
• Celestica Inc. (CLS $454.05)
  • $454.05 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
  • View Questions on CLS

Q: In a TFSA which one of CLS or CSU do you think would provide the best return over the next 3 to 5 years?

Upvote 14

Read Answer Asked by Terry on October 29, 2025

• Celestica Inc. (CLS $454.05)
  • $454.05 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
  • View Questions on CLS

Q: Please comment on CLS Earnings.

Upvote 11

Read Answer Asked by Valter on October 28, 2025

• Celestica Inc. (CLS $454.05)
  • $454.05 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
  • View Questions on CLS

Q: Celestica results, as expected, appear to have blown past all estimates. Kudos to 5i for your conviction !!! Thank You. And, Investor Day has n't begun yet.

Would you be comfortable buying/adding shares, after this meteoric rise, or wait for stock to settle ?

Thank You

Upvote 9

Read Answer Asked by rajeev on October 28, 2025

• Celestica Inc. (CLS $454.05)
  • $454.05 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
  • View Questions on CLS

Q: What does the market expect Monday from Celestica with regards to earnings and revenue? Thx

Upvote 11

Read Answer Asked by blake on October 27, 2025

• Celestica Inc. (CLS $454.05)
  • $454.05 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
  • View Questions on CLS
• Kraken Robotics Inc. (PNG $5.39)
  • $5.39 P/E (TTM): 89.33X Cap: $1.65B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Galaxy Digital Inc. Class A common stock (GLXY $34.97)
  • $34.97 Cap: $13.65B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Nebius Group N.V. (NBIS $91.90)
  • $91.90 Cap: $21.88B
  • View NBIS Profile
  • View Questions on NBIS

Q: Hi, if I want to buy two out of these four stocks, which two would you recommend?

Upvote 14

Read Answer Asked by Abolfazl on October 27, 2025

• NVIDIA Corporation (NVDA $182.55)
  • $182.55 P/E (TTM): 50.96X Cap: $4.34T
  • View NVDA Profile
  • View Questions on NVDA
• Celestica Inc. (CLS $454.05)
  • $454.05 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
  • View Questions on CLS
• Vertiv Holdings LLC Class A (VRT $168.91)
  • $168.91 P/E (TTM): 60.31X Cap: $64.50B
  • View VRT Profile
  • View Questions on VRT
• Nebius Group N.V. (NBIS $91.90)
  • $91.90 Cap: $21.88B
  • View NBIS Profile
  • View Questions on NBIS

Q: Huge thank you for directing me to NBIS, VRT, CLS, and NVDA. With all of their success, I find that I have been slowly trimming these companies quite regularly. Currently I want to let them run for a bit longer than I normally would. So with that said, what is the maximum percentage of your portfolio you would feel comfortable holding the above companies before trimming?

Much appreciated!

Stefan

Upvote 18

Read Answer Asked by Stefan on October 27, 2025

• Celestica Inc. (CLS $454.05)
  • $454.05 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
  • View Questions on CLS
• goeasy Ltd. (GSY $126.43)
  • $126.43 P/E (TTM): 9.06X Cap: $1.99B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Kraken Robotics Inc. (PNG $5.39)
  • $5.39 P/E (TTM): 89.33X Cap: $1.65B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $6.00)
  • $6.00 P/E (TTM): 418.57X Cap: $633M
  • View ZDC Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $34.97)
  • $34.97 Cap: $13.65B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: hi,
what are your current top 5 stocks to BUY today from the growth portfolio ( in TFSA ).
cheers and thanks, Chris

Upvote 34

Read Answer Asked by chris on October 24, 2025

• NVIDIA Corporation (NVDA $182.55)
  • $182.55 P/E (TTM): 50.96X Cap: $4.34T
  • View NVDA Profile
  • View Questions on NVDA
• Celestica Inc. (CLS $454.05)
  • $454.05 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
  • View Questions on CLS
• Vertiv Holdings LLC Class A (VRT $168.91)
  • $168.91 P/E (TTM): 60.31X Cap: $64.50B
  • View VRT Profile
  • View Questions on VRT
• Nebius Group N.V. (NBIS $91.90)
  • $91.90 Cap: $21.88B
  • View NBIS Profile
  • View Questions on NBIS

Q: Two questions. You mentioned earlier today selling VRT and adding to NBIS to consolidate positions. Do you feel the growth is better in NBIS and outweighs the benefit of diversification? Overall direct AI exposure. I have VRT (3%) NBiS (2%) CLS (2.5%) NVDA (4%). Would you personally feel ok with this much direct exposure for the next 12-16 months? Increase or decrease? I didn’t included my 6% position in Google but maybe should have?

Upvote 12

Read Answer Asked by Don on October 21, 2025

• Celestica Inc. (CLS $454.05)
  • $454.05 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
  • View Questions on CLS
• TerraVest Industries Inc. (TVK $121.33)
  • $121.33 Cap: $2.63B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $160.75)
  • $160.75 P/E (TTM): 22.92X Cap: $1.91B
  • View HPS.A Profile
  • View Questions on HPS.A
• Aritzia Inc. Subordinate Voting Shares (ATZ $108.23)
  • $108.23 P/E (TTM): 44.33X Cap: $12.47B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• WELL Health Technologies Corp. (WELL $3.94)
  • $3.94 Cap: $1B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Propel Holdings Inc. (PRL $21.78)
  • $21.78 P/E (TTM): 9.72X Cap: $857M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Which ones would you add to today?

Upvote 14

Read Answer Asked by Carol on October 21, 2025

• Celestica Inc. (CLS $454.05)
  • $454.05 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
  • View Questions on CLS

Q: This marvelous stock has had a fantastic run during the year. How do you evaluate its sensibility 1) to a significant market correction and 2)in case of bursting of the AI phenomenon?
Thank you very much in advance?

Upvote 9

Read Answer Asked by Gabriel on October 21, 2025

• Alphabet Inc. (GOOG $318.47)
  • $318.47 P/E (TTM): 29.58X Cap: $3.84T
  • View GOOG Profile
  • View Questions on GOOG
• Celestica Inc. (CLS $454.05)
  • $454.05 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
  • View Questions on CLS
• RTX Corporation (RTX $173.21)
  • $173.21 P/E (TTM): 34.84X Cap: $227.12B
  • View RTX Profile
  • View Questions on RTX
• Brookfield Corporation Class A Limited Voting Shares (BN $63.65)
  • $63.65 P/E (TTM): 89.9X Cap: $142.91B
  • View BN Profile
  • View Questions on BN

Q: I have 16.6% of my RRSP currently sitting in cash, from accumulated dividends and some contributions I never got around to deploying into the equities markets. Can you give me two names (US or Canadian equities) that I could spit this amount between, to purchase? Many thanks.

Upvote 5

Read Answer Asked by Donald J on October 21, 2025