Investment Q&A

• NVIDIA Corporation (NVDA $180.64)
  • $180.64 P/E (TTM): 51.67X Cap: $4.53T
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• Salesforce Inc. (CRM $225.37)
  • $225.37 P/E (TTM): 33.94X Cap: $214.55B
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• Constellation Software Inc. (CSU $3,220.99)
  • $3,220.99 P/E (TTM): 73.54X Cap: $67.84B
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• Celestica Inc. (CLS $398.02)
  • $398.02 P/E (TTM): 52.04X Cap: $45.78B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.92)
  • $203.92 P/E (TTM): 78.69X Cap: $267.23B
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• Palo Alto Networks Inc. (PANW $185.07)
  • $185.07 P/E (TTM): 125.23X Cap: $133.71B
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• CrowdStrike Holdings Inc. (CRWD $501.31)
  • $501.31 Cap: $125.80B
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• Shift4 Payments Inc. Class A (FOUR $65.60)
  • $65.60 P/E (TTM): 44.38X Cap: $5.81B
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• Applovin Corporation (APP $520.82)
  • $520.82 P/E (TTM): 63.91X Cap: $179.13B
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• Cellebrite DI Ltd. (CLBT $17.44)
  • $17.44 Cap: $4.22B
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• Lumine Group Inc. (LMN $25.55)
  • $25.55 P/E (TTM): 99.85X Cap: $6.55B
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Q: Time to clean up my tech holdings. Can you please rank them for a 3-5 yr hold. Need to get rid of 1 or 2 and maybe trim some others. Thank you

Upvote 15

Read Answer Asked by Neil on February 27, 2025

• WSP Global Inc. (WSP $240.72)
  • $240.72 P/E (TTM): 36.81X Cap: $32.17B
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• Stantec Inc. (STN $132.78)
  • $132.78 P/E (TTM): 32.09X Cap: $15.38B
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Q: Now that WSP has also reported, could you please give a short update on your answer today? Given STN's results, what do you think is better to open a position in: STN, or WSP at the moment? Thank you

Upvote 9

Read Answer Asked by Pongs on February 27, 2025

• Boyd Group Services Inc. (BYD $215.50)
  • $215.50 P/E (TTM): 206.07X Cap: $5.99B
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Q: Good Morning

What are your thoughts on BYD new 5 year goal to 2029 for more rapid growth?
Thks
Marcel

Upvote 4

Read Answer Asked by Marcel on February 27, 2025

• Sprott Physical Gold Trust Unit (PHYS $31.09)
  • $31.09 P/E (TTM): 24.9X Cap: $12.55B
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• Sprott Physical Gold Trust (PHYS $43.88)
  • $43.88 P/E (TTM): 24.9X Cap: $17.63B
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Q: Hi,

1) Is there an advantage to holding PHYS:CA vs. PHYS:US? How do they stack up with currency fluctuations?

2) Is there any risk with PHYS:US trading on a US exchange if the US goes crazy about Canadians investing in the US? Would it be better to hold PHYS:CA?

Thanks for the help. Michael

Upvote 7

Read Answer Asked by Michael on February 27, 2025

• Sprott Physical Gold Trust Unit (PHYS $31.09)
  • $31.09 P/E (TTM): 24.9X Cap: $12.55B
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Q: What is the best way to invest in gold?

Upvote 6

Read Answer Asked by Joyce on February 27, 2025

• Northland Power Inc. (NPI $17.66)
  • $17.66 Cap: $4.71B
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Q: Can you give your impression of the earnings report for NPI yesterday? I was disappointed in the numbers- is it worth keeping? I know it has a good yield, but do you see any meaningful growth in the near future?

Upvote 3

Read Answer Asked by arnold on February 27, 2025

• Granite Real Estate Investment Trust (GRT.UN $75.00)
  • $75.00 P/E (TTM): 37.59X Cap: $4.54B
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Q: How is this company expected to do in the face of tariffs? Can Granite still do well if Magna struggles? Can there be growth? Buy, sell, or hold? Thank you!

Upvote 3

Read Answer Asked by Neil on February 27, 2025

• Royal Bank of Canada (RY $207.98)
  • $207.98 P/E (TTM): 15.76X Cap: $292.95B
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Q: Good morning,

Thoughts on RBC’s quarter. Seems decent on most metrics but guessing that the pressure on the price today may be related to higher than expected PCLs?

Thanks as always.

Upvote 4

Read Answer Asked by Trevor on February 27, 2025

• Sprott Physical Gold Trust Unit (PHYS $31.09)
  • $31.09 P/E (TTM): 24.9X Cap: $12.55B
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• Sprott Physical Gold Trust (PHYS $43.88)
  • $43.88 P/E (TTM): 24.9X Cap: $17.63B
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Q: In your answer to a previous question you suggested Gold was a good place to protect from inflation and the general crazy going on with Trump and Tariffs.
Can you suggest an ETF. I really don’t want to hold producers

Upvote 2

Read Answer Asked by Bruce on February 27, 2025

• kneat.com inc. (KSI $4.04)
  • $4.04 Cap: $385M
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Q: Please comment on Kneat.com earnings. Thanks.

Upvote 9

Read Answer Asked by Ken on February 27, 2025

• Source Energy Services Ltd. (SHLE $10.53)
  • $10.53 P/E (TTM): 6.16X Cap: $138M
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Q: Can you tell me what you think of the quarterly report that came out wednesday? I was disappointed in the 10 million reduction in free cash flow. Can you tell me how many shares are outstanding and whether than number increased from last year? Also do you still expect eqrningwto double or triple in 2005?

Upvote 2

Read Answer Asked by arnold on February 27, 2025

• South Bow Corporation (SOBO $38.13)
  • $38.13 P/E (TTM): 19.5X Cap: $7.94B
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Q: What Canadian companies would stand to benefit most if the latest Trumpian rumblings lead to a revival of the Keystone pipeline?

Upvote 6

Read Answer Asked by John on February 27, 2025

• Alphabet CDR (CAD Hedged) (GOOG $47.10)
  • $47.10 P/E (TTM): 35.44X Cap: $4.96T
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Q: Q: Hello 5i team

Would you agree to open a full GOOG (CDR) position today?

Thanks

Upvote 4

Read Answer Asked by Charles on February 27, 2025

Q: I wish to buy some US stocks. In the past I have simply sent CAD to my US account and paid the exchange. Now with Canadian Depositary Receipts being available what is the real cost of owning them. My instincts tell me that there must be a fee somewhere or they wouldn’t go to the trouble of creating this type of transaction.
My other option is to try Norbert’s Gambet and save the exchange rate.
Your comments please.

Upvote 12

Read Answer Asked by Russell on February 27, 2025

• Kinaxis Inc. (KXS $171.71)
  • $171.71 P/E (TTM): 100.39X Cap: $4.81B
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Q: Your thoughts on Q4 and annual earnings. Do Special charges seem reasonable?

Upvote 7

Read Answer Asked by Theodore on February 27, 2025

• ADF Group Inc. Subordinate Voting Shares (DRX $7.07)
  • $7.07 P/E (TTM): 5.95X Cap: $200M
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Q: Hello, can you please comment on ADF Group's new contracts and whether this might make the stock a buy? Thanks.

Upvote 4

Read Answer Asked by Martin on February 27, 2025

• Vanguard Balanced ETF Portfolio (VBAL $36.34)
  • $36.34 P/E (TTM): 1.06X Cap: $4.16B
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Q: Hello Team, I am currently sitting on cash in my FHSA, I would most likely be looking to use these funds in the next 5 years. What is your recommendation?

Upvote 1

Read Answer Asked by Liam on February 27, 2025

• Topicus.com Inc. (TOI $128.25)
  • $128.25 P/E (TTM): 1100.36X Cap: $10.67B
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Q: Your thoughts on the quarter please?

Thx

Upvote 11

Read Answer Asked by blake on February 27, 2025

• WSP Global Inc. (WSP $240.72)
  • $240.72 P/E (TTM): 36.81X Cap: $32.17B
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Q: Thoughts on the quarter please?

Thx

Upvote 5

Read Answer Asked by blake on February 27, 2025

• WSP Global Inc. (WSP $240.72)
  • $240.72 P/E (TTM): 36.81X Cap: $32.17B
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• Kinaxis Inc. (KXS $171.71)
  • $171.71 P/E (TTM): 100.39X Cap: $4.81B
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• Topicus.com Inc. (TOI $128.25)
  • $128.25 P/E (TTM): 1100.36X Cap: $10.67B
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Q: All three companies reported yesterday. Can you review results for each with special attention to any strengths/weaknesses? Any surprises? Outlook for stock performance going forward? How strong is 5i's conviction in each (rate out of 10).

Upvote 13

Read Answer Asked on February 27, 2025