Investment Q&A

• Dollarama Inc. (DOL $168.12)
  • $168.12 P/E (TTM): 39.61X Cap: $46.08B
  • View DOL Profile
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• Celestica Inc. (CLS $386.00)
  • $386.00 P/E (TTM): 40.38X Cap: $43.52B
  • View CLS Profile
  • View Questions on CLS
• Toromont Industries Ltd. (TIH $189.60)
  • $189.60 P/E (TTM): 32.27X Cap: $15.51B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• Thomson Reuters Corporation (TRI $123.77)
  • $123.77 P/E (TTM): 27.6X Cap: $55.64B
  • View TRI Profile
  • View Questions on TRI
• Kraken Robotics Inc. (PNG $8.37)
  • $8.37 P/E (TTM): 153.67X Cap: $2.52B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
  • View GLXY Profile
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Q: In the growth portfolio, could you list the companies you would add to in a TFSA from highest conviction to lowest. Maybe six of them,

Upvote 14

Read Answer Asked by Helen on January 06, 2026

• Alphabet Inc. (GOOG $276.21)
  • $276.21 P/E (TTM): 27.66X Cap: $3.39T
  • View GOOG Profile
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• Celestica Inc. (CLS $386.00)
  • $386.00 P/E (TTM): 40.38X Cap: $43.52B
  • View CLS Profile
  • View Questions on CLS
• Brookfield Corporation Class A Limited Voting Shares (BN $54.57)
  • $54.57 P/E (TTM): 79.62X Cap: $122.93B
  • View BN Profile
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Q: I have 12 thousand to add to my tfsa what stocks would you recommend.

Upvote 21

Read Answer Asked by don on January 06, 2026

• Celestica Inc. (CLS $386.00)
  • $386.00 P/E (TTM): 40.38X Cap: $43.52B
  • View CLS Profile
  • View Questions on CLS
• Vertiv Holdings LLC Class A (VRT $251.30)
  • $251.30 P/E (TTM): 75.07X Cap: $96.56B
  • View VRT Profile
  • View Questions on VRT
• IREN Limited (IREN $35.49)
  • $35.49 P/E (TTM): 75.29X Cap: $12.44B
  • View IREN Profile
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• Nebius Group N.V. (NBIS $103.30)
  • $103.30 Cap: $25.23B
  • View NBIS Profile
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• CoreWeave Inc. (CRWV $74.23)
  • $74.23 Cap: $42.29B
  • View CRWV Profile
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Q: 5i, How do you see the next 6/12 months, do you see a slowdown for the US or Canadian marktes?, would you stay fully invested in AI companies? and Can you suggest AI enablers (picks and shovels). Please take as many credits as you see fit. Thank you!

Upvote 10

Read Answer Asked by Fernando on January 05, 2026

• Celestica Inc. (CLS $386.00)
  • $386.00 P/E (TTM): 40.38X Cap: $43.52B
  • View CLS Profile
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Q: When I look at your website I notice a new director purchased $2 million dollars of shares on Oct.30th(Laurette T Kellner)Is that a significant purchase? What is the current short position and has been increasing? Thx

Upvote 6

Read Answer Asked by blake on January 05, 2026

• Broadcom Inc. (AVGO $301.95)
  • $301.95 P/E (TTM): 67.9X Cap: $1.46T
  • View AVGO Profile
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• Micron Technology Inc. (MU $363.70)
  • $363.70 P/E (TTM): 38.44X Cap: $400.86B
  • View MU Profile
  • View Questions on MU
• Celestica Inc. (CLS $386.00)
  • $386.00 P/E (TTM): 40.38X Cap: $43.52B
  • View CLS Profile
  • View Questions on CLS
• Axon Enterprise Inc. (AXON $436.42)
  • $436.42 P/E (TTM): 335.95X Cap: $36.21B
  • View AXON Profile
  • View Questions on AXON
• Vertiv Holdings LLC Class A (VRT $251.30)
  • $251.30 P/E (TTM): 75.07X Cap: $96.56B
  • View VRT Profile
  • View Questions on VRT
• Nebius Group N.V. (NBIS $103.30)
  • $103.30 Cap: $25.23B
  • View NBIS Profile
  • View Questions on NBIS

Q: I want to have my TFSA grow bigger. Of the stocks listed, in what order would you add them to the TFSA? How long of a hold do you suggest, and what are target prices you'd be comfortable with? Is it better to wait for a pullback? Take as my question deductions as needed.

Upvote 17

Read Answer Asked by Brenda on January 05, 2026

• Graphite One Inc. (GPH $1.12)
  • $1.12 Cap: $220M
  • View GPH Profile
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• Celestica Inc. (CLS $386.00)
  • $386.00 P/E (TTM): 40.38X Cap: $43.52B
  • View CLS Profile
  • View Questions on CLS
• TerraVest Industries Inc. (TVK $137.87)
  • $137.87 Cap: $3.01B
  • View TVK Profile
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• Aritzia Inc. Subordinate Voting Shares (ATZ $108.51)
  • $108.51 Cap: $12.94B
  • View ATZ Profile
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• Kraken Robotics Inc. (PNG $8.37)
  • $8.37 P/E (TTM): 153.67X Cap: $2.52B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Vitality Products Inc. (VPI $0.03)
  • $0.03 Cap: $1M
  • View VPI Profile
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• Happy Belly Food Group Inc. (HBFG $1.56)
  • $1.56 Cap: $207M
  • View HBFG Profile
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $70.65)
  • $70.65 P/E (TTM): 48.39X Cap: $7.98B
  • View GRGD Profile
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• Broadcom CDR (CAD Hedged) (AVGO)
  • P/E (TTM): 67.61X
  • View AVGO Profile
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• Palantir CDR (CAD Hedged) (PLTR $11.00)
  • $11.00 P/E (TTM): 255.3X Cap: $511.79B
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Q: I have small amounts of these growth stocks balanced by dividend payers, and broad market etfs. If you were to reduce this list by streamlining it, which stocks would you eliminate and why?

Upvote 4

Read Answer Asked by Graeme on January 02, 2026

• Celestica Inc. (CLS $386.00)
  • $386.00 P/E (TTM): 40.38X Cap: $43.52B
  • View CLS Profile
  • View Questions on CLS
• goeasy Ltd. (GSY $36.70)
  • $36.70 P/E (TTM): 2.83X Cap: $613M
  • View GSY Profile
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  • View Reports on GSY
• Firan Technology Group Corporation (FTG $17.20)
  • $17.20 P/E (TTM): 40.31X Cap: $429M
  • View FTG Profile
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  • View Reports on FTG
• TerraVest Industries Inc. (TVK $137.87)
  • $137.87 Cap: $3.01B
  • View TVK Profile
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  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $184.75)
  • $184.75 P/E (TTM): 28.39X Cap: $2.21B
  • View HPS.A Profile
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• Albemarle Corporation (ALB $179.98)
  • $179.98 Cap: $20.57B
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• Kraken Robotics Inc. (PNG $8.37)
  • $8.37 P/E (TTM): 153.67X Cap: $2.52B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $4.77)
  • $4.77 P/E (TTM): 364.29X Cap: $535M
  • View ZDC Profile
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• Comfort Systems USA Inc. (FIX $1,358.89)
  • $1,358.89 P/E (TTM): 48.73X Cap: $47.79B
  • View FIX Profile
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• Kratos Defense & Security Solutions Inc. (KTOS $73.10)
  • $73.10 P/E (TTM): 643.77X Cap: $14.21B
  • View KTOS Profile
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• BWX Technologies Inc. (BWXT $206.91)
  • $206.91 P/E (TTM): 57.38X Cap: $18.78B
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• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
  • View GLXY Profile
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• Hims & Hers Health Inc. Class A (HIMS $19.58)
  • $19.58 P/E (TTM): 44.92X Cap: $4.75B
  • View HIMS Profile
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• Tantalus Systems Holding Inc. (GRID $4.54)
  • $4.54 Cap: $253M
  • View GRID Profile
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• Robinhood Markets Inc. (HOOD $67.17)
  • $67.17 P/E (TTM): 35.53X Cap: $63.33B
  • View HOOD Profile
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• Propel Holdings Inc. (PRL $17.44)
  • $17.44 P/E (TTM): 9.3X Cap: $701M
  • View PRL Profile
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• Telesat Corporation Common and Variable Voting Shares (TSAT $51.71)
  • $51.71 Cap: $1.90B
  • View TSAT Profile
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• Reddit Inc. Class A (RDDT $122.52)
  • $122.52 P/E (TTM): 54.01X Cap: $24.31B
  • View RDDT Profile
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Q: Everyone, On December 9th, i asked a question on multi baggers and you supplied the list stated above. I am now deciding - What rationale do i use to pick from the list? Is it 5 or 10 and which 5 or 10? My thought is to choose them all. Your thoughts would be appreciated. Clayton

Upvote 11

Read Answer Asked by Clayton on January 02, 2026

• Broadcom Inc. (AVGO $301.95)
  • $301.95 P/E (TTM): 67.9X Cap: $1.46T
  • View AVGO Profile
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• Micron Technology Inc. (MU $363.70)
  • $363.70 P/E (TTM): 38.44X Cap: $400.86B
  • View MU Profile
  • View Questions on MU
• NVIDIA Corporation (NVDA $168.78)
  • $168.78 P/E (TTM): 35.84X Cap: $4.16T
  • View NVDA Profile
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• Celestica Inc. (CLS $386.00)
  • $386.00 P/E (TTM): 40.38X Cap: $43.52B
  • View CLS Profile
  • View Questions on CLS
• Vertiv Holdings LLC Class A (VRT $251.30)
  • $251.30 P/E (TTM): 75.07X Cap: $96.56B
  • View VRT Profile
  • View Questions on VRT
• Nebius Group N.V. (NBIS $103.30)
  • $103.30 Cap: $25.23B
  • View NBIS Profile
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Q: With the trillions of dollars being invested in the U.S. in 2026, what would be 5 companies that would benefit the most from that.

Upvote 30

Read Answer Asked by Jerry on December 24, 2025

• Celestica Inc. (CLS $386.00)
  • $386.00 P/E (TTM): 40.38X Cap: $43.52B
  • View CLS Profile
  • View Questions on CLS
• Vertiv Holdings LLC Class A (VRT $251.30)
  • $251.30 P/E (TTM): 75.07X Cap: $96.56B
  • View VRT Profile
  • View Questions on VRT
• Nebius Group N.V. (NBIS $103.30)
  • $103.30 Cap: $25.23B
  • View NBIS Profile
  • View Questions on NBIS

Q: can you talk about these stocks as investments
Thank You
Peter

Upvote 18

Read Answer Asked by Peter on December 23, 2025

• Royal Bank of Canada (RY $220.54)
  • $220.54 P/E (TTM): 14.88X Cap: $310.02B
  • View RY Profile
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• Toronto-Dominion Bank (The) (TD $127.22)
  • $127.22 P/E (TTM): 10.28X Cap: $214.71B
  • View TD Profile
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• Bank of Nova Scotia (The) (BNS $94.36)
  • $94.36 P/E (TTM): 23.34X Cap: $117.11B
  • View BNS Profile
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  • View Reports on BNS
• Enbridge Inc. (ENB $75.97)
  • $75.97 P/E (TTM): 28.43X Cap: $164.74B
  • View ENB Profile
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  • View Reports on ENB
• Sun Life Financial Inc. (SLF $85.76)
  • $85.76 P/E (TTM): 14.08X Cap: $48B
  • View SLF Profile
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• Constellation Software Inc. (CSU $2,343.31)
  • $2,343.31 P/E (TTM): 77.07X Cap: $50.57B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Dollarama Inc. (DOL $168.12)
  • $168.12 P/E (TTM): 39.61X Cap: $46.08B
  • View DOL Profile
  • View Questions on DOL
• Intact Financial Corporation (IFC $248.35)
  • $248.35 P/E (TTM): 13.72X Cap: $44.27B
  • View IFC Profile
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• Celestica Inc. (CLS $386.00)
  • $386.00 P/E (TTM): 40.38X Cap: $43.52B
  • View CLS Profile
  • View Questions on CLS
• Toromont Industries Ltd. (TIH $189.60)
  • $189.60 P/E (TTM): 32.27X Cap: $15.51B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• Thomson Reuters Corporation (TRI $123.77)
  • $123.77 P/E (TTM): 27.6X Cap: $55.64B
  • View TRI Profile
  • View Questions on TRI
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $154.81)
  • $154.81 P/E (TTM): 131.37X Cap: $208.59B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Brookfield Corporation Class A Limited Voting Shares (BN $54.57)
  • $54.57 P/E (TTM): 79.62X Cap: $122.93B
  • View BN Profile
  • View Questions on BN

Q: We are looking to inject more growth into our TFSAs - can accept reasonable degree of risk. Looking for concentrated list 10 stocks for 3-5 year hold.

Upvote 34

Read Answer Asked by sam on December 22, 2025

• Celestica Inc. (CLS $386.00)
  • $386.00 P/E (TTM): 40.38X Cap: $43.52B
  • View CLS Profile
  • View Questions on CLS

Q: CLS: heading down - still very high P.E., very high price to C.F. etc. Selling due in part to profit taking for year-end? Lofty price going into 2026 of $600.00 per share? Buy for TFSA 100 shares? Risk vs potential as I do not follow this one and know very little about tech.

Upvote 5

Read Answer Asked by James on December 19, 2025

• BCE Inc. (BCE $35.04)
  • $35.04 P/E (TTM): 5.3X Cap: $32.87B
  • View BCE Profile
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• Constellation Software Inc. (CSU $2,343.31)
  • $2,343.31 P/E (TTM): 77.07X Cap: $50.57B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Celestica Inc. (CLS $386.00)
  • $386.00 P/E (TTM): 40.38X Cap: $43.52B
  • View CLS Profile
  • View Questions on CLS
• goeasy Ltd. (GSY $36.70)
  • $36.70 P/E (TTM): 2.83X Cap: $613M
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Groupe Dynamite Inc. Subordinate voting shares (GRGD $70.65)
  • $70.65 P/E (TTM): 48.39X Cap: $7.98B
  • View GRGD Profile
  • View Questions on GRGD

Q: A question for the 5i team that will likely be of interest to a lot of us do it yourselfers. With 2026 in the headlights and big gains in the TSX where do you see opportunity going forward. 1-Could you make recommendations on sectors you think will out perform or under perform. 2-Which markets do you see with the best potential. 3-Your three top picks in growth and three top picks in income. I have a lot of built up questions that you are welcome to, hoping for a good in-depth response as per the norm. Crystal ball gazing but better you than I!

Upvote 42

Read Answer Asked by Robert on December 17, 2025

• Celestica Inc. (CLS $386.00)
  • $386.00 P/E (TTM): 40.38X Cap: $43.52B
  • View CLS Profile
  • View Questions on CLS
• Axon Enterprise Inc. (AXON $436.42)
  • $436.42 P/E (TTM): 335.95X Cap: $36.21B
  • View AXON Profile
  • View Questions on AXON
• Vertiv Holdings LLC Class A (VRT $251.30)
  • $251.30 P/E (TTM): 75.07X Cap: $96.56B
  • View VRT Profile
  • View Questions on VRT

Q: Morning and Happy Holidays to the 5i team,
Can you give your thoughts on these names and if the are a buy for a 3 to 5 year hold?
What would be a good entry point for all three of them and in order of preference.

Thanks
Joe

Upvote 6

Read Answer Asked by Joe on December 17, 2025

• Celestica Inc. (CLS $386.00)
  • $386.00 P/E (TTM): 40.38X Cap: $43.52B
  • View CLS Profile
  • View Questions on CLS

Q: AI related spending/margin concerns have hit the market over past week and CLS has declined to below $400, again.

Any concerns ? Do you still expect the stock to trade to $500 over 12-18 months ?

Is it safe to add now or wait for a further pull back ?

Thanks

Upvote 9

Read Answer Asked by rajeev on December 17, 2025

• Celestica Inc. (CLS $386.00)
  • $386.00 P/E (TTM): 40.38X Cap: $43.52B
  • View CLS Profile
  • View Questions on CLS
• Sonida Senior Living Inc Com (New) (CSU)
  • P/E (TTM): -0.5X Cap: $75M
  • View CSU Profile
  • View Questions on CSU

Q: Hello, I know 5i like both companies but if only one could be purchased which one would be best going out 3 years. CSU has lost some momentum in the last year and CLS seems to be chugging along nicely. Thank you

Upvote 9

Read Answer Asked by Anthony on December 15, 2025

• Broadcom Inc. (AVGO $301.95)
  • $301.95 P/E (TTM): 67.9X Cap: $1.46T
  • View AVGO Profile
  • View Questions on AVGO
• Celestica Inc. (CLS $386.00)
  • $386.00 P/E (TTM): 40.38X Cap: $43.52B
  • View CLS Profile
  • View Questions on CLS

Q: Hi team,
Is CLS plummeting on Avgo results? Also why the negative reaction on Avgo with the earnings beat? I am not liking this market particularly tech. Any reason to sell off growth names right now it seems to happen with very little new catalysts in sight. Is it time to diversify away from tech with the portfolio already down approx 12% from highs. Or just ride out these growth names as usual? Thx

Shane

Upvote 18

Read Answer Asked by Shane on December 12, 2025

• Constellation Software Inc. (CSU $2,343.31)
  • $2,343.31 P/E (TTM): 77.07X Cap: $50.57B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Celestica Inc. (CLS $386.00)
  • $386.00 P/E (TTM): 40.38X Cap: $43.52B
  • View CLS Profile
  • View Questions on CLS
• Thomson Reuters Corporation (TRI $123.77)
  • $123.77 P/E (TTM): 27.6X Cap: $55.64B
  • View TRI Profile
  • View Questions on TRI
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $154.81)
  • $154.81 P/E (TTM): 131.37X Cap: $208.59B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Firan Technology Group Corporation (FTG $17.20)
  • $17.20 P/E (TTM): 40.31X Cap: $429M
  • View FTG Profile
  • View Questions on FTG
  • View Reports on FTG
• 5N Plus Inc. (VNP $33.06)
  • $33.06 P/E (TTM): 40.79X Cap: $2.95B
  • View VNP Profile
  • View Questions on VNP
• Kraken Robotics Inc. (PNG $8.37)
  • $8.37 P/E (TTM): 153.67X Cap: $2.52B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $4.77)
  • $4.77 P/E (TTM): 364.29X Cap: $535M
  • View ZDC Profile
  • View Questions on ZDC
• kneat.com inc. (KSI $3.37)
  • $3.37 Cap: $331M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Vitalhub Corp. (VHI $6.95)
  • $6.95 P/E (TTM): 137.25X Cap: $441M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Kits Eyecare Ltd. (KITS $14.97)
  • $14.97 P/E (TTM): 136.18X Cap: $493M
  • View KITS Profile
  • View Questions on KITS
• Tantalus Systems Holding Inc. (GRID $4.54)
  • $4.54 Cap: $253M
  • View GRID Profile
  • View Questions on GRID
• Electrovaya Inc. (ELVA $10.34)
  • $10.34 P/E (TTM): 76.9X Cap: $488M
  • View ELVA Profile
  • View Questions on ELVA

Q: I am down on these two companies in my TFSA, and am thinking of selling in favor of another Canadian growth company. I already own ELVA, FTG, GRID, KITS, PNG, VNP and ZDC. Which would you add to, or do you suggest adding another growth company.

Upvote 12

Read Answer Asked by Merrilyn on December 12, 2025

• Celestica Inc. (CLS $386.00)
  • $386.00 P/E (TTM): 40.38X Cap: $43.52B
  • View CLS Profile
  • View Questions on CLS
• Arista Networks Inc. (ANET $122.34)
  • $122.34 P/E (TTM): 49.41X Cap: $153.98B
  • View ANET Profile
  • View Questions on ANET

Q: Hi Peter and 5i,
Between CLS and ANET which company would you currently invest for future stock appreciation? Say 5+ year time frame.
Thanks so much for your always stellar advice.

Upvote 7

Read Answer Asked by Dennis on December 12, 2025

• Finning International Inc. (FTT $85.21)
  • $85.21 P/E (TTM): 17.54X Cap: $11.31B
  • View FTT Profile
  • View Questions on FTT
• Celestica Inc. (CLS $386.00)
  • $386.00 P/E (TTM): 40.38X Cap: $43.52B
  • View CLS Profile
  • View Questions on CLS

Q: For best growth over next three years CLS or FTT, or a bit of both?

Upvote 5

Read Answer Asked by Ron on December 12, 2025

• Celestica Inc. (CLS $386.00)
  • $386.00 P/E (TTM): 40.38X Cap: $43.52B
  • View CLS Profile
  • View Questions on CLS

Q: Celestica is being added to S&P/TSX Composite Index Dec 22. How will this affect the stock?
Thank You
Peter

Upvote 12

Read Answer Asked by Peter on December 10, 2025