Investment Q&A

• Celestica Inc. (CLS $389.83)
  • $389.83 P/E (TTM): 45.61X Cap: $44.01B
  • 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 $389.83)
  • $389.83 P/E (TTM): 45.61X Cap: $44.01B
  • View CLS Profile
  • View Questions on CLS
• Kraken Robotics Inc. (PNG $8.25)
  • $8.25 P/E (TTM): 133.0X Cap: $2.44B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Galaxy Digital Inc. Class A common stock (GLXY $36.19)
  • $36.19 Cap: $15.03B
  • View GLXY Profile
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  • View Reports on GLXY
• Nebius Group N.V. (NBIS $88.16)
  • $88.16 Cap: $20.28B
  • View NBIS Profile
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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 $185.61)
  • $185.61 P/E (TTM): 47.43X Cap: $4.64T
  • View NVDA Profile
  • View Questions on NVDA
• Celestica Inc. (CLS $389.83)
  • $389.83 P/E (TTM): 45.61X Cap: $44.01B
  • View CLS Profile
  • View Questions on CLS
• Vertiv Holdings LLC Class A (VRT $190.01)
  • $190.01 P/E (TTM): 70.26X Cap: $71.18B
  • View VRT Profile
  • View Questions on VRT
• Nebius Group N.V. (NBIS $88.16)
  • $88.16 Cap: $20.28B
  • 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 $389.83)
  • $389.83 P/E (TTM): 45.61X Cap: $44.01B
  • View CLS Profile
  • View Questions on CLS
• goeasy Ltd. (GSY $129.85)
  • $129.85 P/E (TTM): 9.11X Cap: $2B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Kraken Robotics Inc. (PNG $8.25)
  • $8.25 P/E (TTM): 133.0X Cap: $2.44B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $6.08)
  • $6.08 P/E (TTM): 424.29X Cap: $627M
  • View ZDC Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $36.19)
  • $36.19 Cap: $15.03B
  • View GLXY Profile
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  • 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 $185.61)
  • $185.61 P/E (TTM): 47.43X Cap: $4.64T
  • View NVDA Profile
  • View Questions on NVDA
• Celestica Inc. (CLS $389.83)
  • $389.83 P/E (TTM): 45.61X Cap: $44.01B
  • View CLS Profile
  • View Questions on CLS
• Vertiv Holdings LLC Class A (VRT $190.01)
  • $190.01 P/E (TTM): 70.26X Cap: $71.18B
  • View VRT Profile
  • View Questions on VRT
• Nebius Group N.V. (NBIS $88.16)
  • $88.16 Cap: $20.28B
  • 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 $389.83)
  • $389.83 P/E (TTM): 45.61X Cap: $44.01B
  • View CLS Profile
  • View Questions on CLS
• TerraVest Industries Inc. (TVK $146.49)
  • $146.49 Cap: $3.05B
  • View TVK Profile
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  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $183.75)
  • $183.75 P/E (TTM): 26.56X Cap: $2.13B
  • View HPS.A Profile
  • View Questions on HPS.A
• Aritzia Inc. Subordinate Voting Shares (ATZ $114.34)
  • $114.34 P/E (TTM): 44.91X Cap: $12.38B
  • View ATZ Profile
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• WELL Health Technologies Corp. (WELL $3.97)
  • $3.97 Cap: $1B
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• Propel Holdings Inc. (PRL $25.85)
  • $25.85 P/E (TTM): 11.16X Cap: $1.01B
  • View PRL Profile
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Q: Which ones would you add to today?

Upvote 14

Read Answer Asked by Carol on October 21, 2025

• Celestica Inc. (CLS $389.83)
  • $389.83 P/E (TTM): 45.61X Cap: $44.01B
  • 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 $344.90)
  • $344.90 P/E (TTM): 33.42X Cap: $4.07T
  • View GOOG Profile
  • View Questions on GOOG
• Celestica Inc. (CLS $389.83)
  • $389.83 P/E (TTM): 45.61X Cap: $44.01B
  • View CLS Profile
  • View Questions on CLS
• RTX Corporation (RTX $201.09)
  • $201.09 P/E (TTM): 41.26X Cap: $269.40B
  • View RTX Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.72)
  • $63.72 P/E (TTM): 89.22X Cap: $139.36B
  • 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

• Celestica Inc. (CLS $389.83)
  • $389.83 P/E (TTM): 45.61X Cap: $44.01B
  • View CLS Profile
  • View Questions on CLS

Q: What would be a reasonable price range to add some Celestica shares, considering the strong momentum and recent analyst upgrades ?

Is it prudent to add now or wait until it reports next week ?

Thank You

Upvote 9

Read Answer Asked by rajeev on October 20, 2025

• Celestica Inc. (CLS $389.83)
  • $389.83 P/E (TTM): 45.61X Cap: $44.01B
  • View CLS Profile
  • View Questions on CLS

Q: Happily, I bought CLS in May '25 and am riding a 150% increase. How do you feel about adding with the current PE at 60?

Upvote 13

Read Answer Asked by Kim on October 17, 2025

• Alphabet Inc. (GOOG $344.90)
  • $344.90 P/E (TTM): 33.42X Cap: $4.07T
  • View GOOG Profile
  • View Questions on GOOG
• Micron Technology Inc. (MU $437.80)
  • $437.80 P/E (TTM): 54.66X Cap: $466.95B
  • View MU Profile
  • View Questions on MU
• Celestica Inc. (CLS $389.83)
  • $389.83 P/E (TTM): 45.61X Cap: $44.01B
  • View CLS Profile
  • View Questions on CLS
• goeasy Ltd. (GSY $129.85)
  • $129.85 P/E (TTM): 9.11X Cap: $2B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Kraken Robotics Inc. (PNG $8.25)
  • $8.25 P/E (TTM): 133.0X Cap: $2.44B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $6.08)
  • $6.08 P/E (TTM): 424.29X Cap: $627M
  • View ZDC Profile
  • View Questions on ZDC
• Axon Enterprise Inc. (AXON $459.99)
  • $459.99 P/E (TTM): 152.55X Cap: $38.38B
  • View AXON Profile
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• Genius Sports Limited (GENI $8.39)
  • $8.39 Cap: $2.08B
  • View GENI Profile
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• Robinhood Markets Inc. (HOOD $89.91)
  • $89.91 P/E (TTM): 41.45X Cap: $80.84B
  • View HOOD Profile
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• BlackSky Technology Inc. Class A (BKSY $21.41)
  • $21.41 Cap: $914M
  • View BKSY Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.72)
  • $63.72 P/E (TTM): 89.22X Cap: $139.36B
  • View BN Profile
  • View Questions on BN
• Nebius Group N.V. (NBIS $88.16)
  • $88.16 Cap: $20.28B
  • View NBIS Profile
  • View Questions on NBIS

Q: Could you tell me which 5 of these TFSA companies you would add money to first in a correction. Could you also give me two, not in this list that you consider better or just as good than these names, for a tfsa.
Thanks for all you do. Gilles

Upvote 27

Read Answer Asked by Gilles on October 14, 2025

• Celestica Inc. (CLS $389.83)
  • $389.83 P/E (TTM): 45.61X Cap: $44.01B
  • View CLS Profile
  • View Questions on CLS
• Kraken Robotics Inc. (PNG $8.25)
  • $8.25 P/E (TTM): 133.0X Cap: $2.44B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Galaxy Digital Inc. Class A common stock (GLXY $36.19)
  • $36.19 Cap: $15.03B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Brookfield Corporation Class A Limited Voting Shares (BN $63.72)
  • $63.72 P/E (TTM): 89.22X Cap: $139.36B
  • View BN Profile
  • View Questions on BN
• Nebius Group N.V. (NBIS $88.16)
  • $88.16 Cap: $20.28B
  • View NBIS Profile
  • View Questions on NBIS

Q: Have trimmed SHOP and NVDA in my TFSA and am looking to initiate some new positions - all are favourites of 5i - at todays pricing would you favour the most attractive "3" and if so, which 3, or simply buy across the board?

Thanks,

Terry

Upvote 29

Read Answer Asked by Terry on October 06, 2025

• Celestica Inc. (CLS $389.83)
  • $389.83 P/E (TTM): 45.61X Cap: $44.01B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $180.62)
  • $180.62 P/E (TTM): 95.83X Cap: $232.49B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Robinhood Markets Inc. (HOOD $89.91)
  • $89.91 P/E (TTM): 41.45X Cap: $80.84B
  • View HOOD Profile
  • View Questions on HOOD
• Nebius Group N.V. (NBIS $88.16)
  • $88.16 Cap: $20.28B
  • View NBIS Profile
  • View Questions on NBIS

Q: It's all your fault? For which I'm always grateful for your sound advice. This is a good problem to have. NBIS is now 13% , HOOD 10%, CLS 15% and SHOP 14%. Yes, Im going to trim but the growth prognosis is good for all 4 going forward. What would you advise as decent position size for all 4 going into the 4th quarter?
Thank you David

Upvote 14

Read Answer Asked by David on October 06, 2025

• Celestica Inc. (CLS $389.83)
  • $389.83 P/E (TTM): 45.61X Cap: $44.01B
  • View CLS Profile
  • View Questions on CLS
• Descartes Systems Group Inc. (The) (DSG $99.39)
  • $99.39 P/E (TTM): 43.25X Cap: $8.54B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG

Q: If DSG is sold what stock would you replace this one with?

Thanks

Upvote 4

Read Answer Asked on October 02, 2025

• Celestica Inc. (CLS $389.83)
  • $389.83 P/E (TTM): 45.61X Cap: $44.01B
  • View CLS Profile
  • View Questions on CLS
• Kraken Robotics Inc. (PNG $8.25)
  • $8.25 P/E (TTM): 133.0X Cap: $2.44B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Brookfield Corporation Class A Limited Voting Shares (BN $63.72)
  • $63.72 P/E (TTM): 89.22X Cap: $139.36B
  • View BN Profile
  • View Questions on BN

Q: Can I have your top 3 Canadian Growth picks for a long term investment
Thank you

Upvote 30

Read Answer Asked by Marty on October 01, 2025

• Alphabet Inc. (GOOG $344.90)
  • $344.90 P/E (TTM): 33.42X Cap: $4.07T
  • View GOOG Profile
  • View Questions on GOOG
• Celestica Inc. (CLS $389.83)
  • $389.83 P/E (TTM): 45.61X Cap: $44.01B
  • View CLS Profile
  • View Questions on CLS
• Kraken Robotics Inc. (PNG $8.25)
  • $8.25 P/E (TTM): 133.0X Cap: $2.44B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Brookfield Corporation Class A Limited Voting Shares (BN $63.72)
  • $63.72 P/E (TTM): 89.22X Cap: $139.36B
  • View BN Profile
  • View Questions on BN
• Nebius Group N.V. (NBIS $88.16)
  • $88.16 Cap: $20.28B
  • View NBIS Profile
  • View Questions on NBIS

Q: Good Morning 5i Team,

In my TFSA I have some cash parked from the sale of some equities. I'm looking to move this cash into a few grow potential stocks, with a growth horizon of 5 years +. I do have a decent risk tolerance. With this in mind, what would be the 3-5 companies I should be researching?

Upvote 22

Read Answer Asked by Edward on October 01, 2025

• Apple Inc. (AAPL $270.01)
  • $270.01 P/E (TTM): 34.78X Cap: $3.81T
  • View AAPL Profile
  • View Questions on AAPL
• Alphabet Inc. (GOOG $344.90)
  • $344.90 P/E (TTM): 33.42X Cap: $4.07T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $423.37)
  • $423.37 P/E (TTM): 30.6X Cap: $3.14T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $185.61)
  • $185.61 P/E (TTM): 47.43X Cap: $4.64T
  • View NVDA Profile
  • View Questions on NVDA
• Oracle Corporation (ORCL $160.06)
  • $160.06 P/E (TTM): 38.1X Cap: $459.87B
  • View ORCL Profile
  • View Questions on ORCL
• Celestica Inc. (CLS $389.83)
  • $389.83 P/E (TTM): 45.61X Cap: $44.01B
  • View CLS Profile
  • View Questions on CLS
• Nebius Group N.V. (NBIS $88.16)
  • $88.16 Cap: $20.28B
  • View NBIS Profile
  • View Questions on NBIS

Q: Hi Folks,
I sold some CSU recently. I now have MSFT, NVDA, AAPLE and some CSU as holdings in the Tech Sector( GOOG and AMZN as well). Can you suggest a couple of Tech stocks that I could add to my holdings in the Tech Sector. This would be in my TFSA.
Thanks

Upvote 8

Read Answer Asked by JOHN on September 30, 2025

• Celestica Inc. (CLS $389.83)
  • $389.83 P/E (TTM): 45.61X Cap: $44.01B
  • View CLS Profile
  • View Questions on CLS

Q: Any reason why CLS dropped $22CAN and is also down now $12US pre market?

Thanks

Upvote 9

Read Answer Asked by Herm on September 25, 2025

• Celestica Inc. (CLS $389.83)
  • $389.83 P/E (TTM): 45.61X Cap: $44.01B
  • View CLS Profile
  • View Questions on CLS
• TFI International Inc. (TFII $153.61)
  • $153.61 P/E (TTM): 27.39X Cap: $12.64B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Topicus.com Inc. (TOI $99.45)
  • $99.45 P/E (TTM): 866.77X Cap: $8.46B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $21.93)
  • $21.93 P/E (TTM): 84.85X Cap: $5.62B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: I own the above listed Canadian stocks. Please rate each one as a BUY, HOLD or SELL and let me know your reasons for the rating you have given to it. Thank You.

Upvote 21

Read Answer Asked by ALNOOR on September 22, 2025

• NVIDIA Corporation (NVDA $185.61)
  • $185.61 P/E (TTM): 47.43X Cap: $4.64T
  • View NVDA Profile
  • View Questions on NVDA
• Celestica Inc. (CLS $389.83)
  • $389.83 P/E (TTM): 45.61X Cap: $44.01B
  • View CLS Profile
  • View Questions on CLS
• Nebius Group N.V. (NBIS $88.16)
  • $88.16 Cap: $20.28B
  • View NBIS Profile
  • View Questions on NBIS

Q: Hello Team,
Could I have three "AI Hardware" names to own now please.
Thanks!

Upvote 11

Read Answer Asked by Issaku on September 22, 2025