Investment Q&A

• Celestica Inc. (CLS $393.81)
  • $393.81 P/E (TTM): 37.86X Cap: $45.27B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $166.18)
  • $166.18 P/E (TTM): 126.99X Cap: $209.49B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Kraken Robotics Inc. (PNG $9.22)
  • $9.22 P/E (TTM): 148.83X Cap: $2.73B
  • View PNG Profile
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Q: Please list in order of preference which you would purchase today for a 3-5 year hold: SHOP, CLS or PNG ? Thank you.

Upvote 9

Read Answer Asked by Maureen on March 23, 2026

• Alphabet Inc. (GOOG $299.02)
  • $299.02 P/E (TTM): 27.64X Cap: $3.64T
  • View GOOG Profile
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• Intuitive Surgical Inc. (ISRG $478.04)
  • $478.04 P/E (TTM): 60.73X Cap: $169.74B
  • View ISRG Profile
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• Eli Lilly and Company (LLY $910.55)
  • $910.55 P/E (TTM): 39.51X Cap: $856.66B
  • View LLY Profile
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• Teradyne Inc. (TER $303.92)
  • $303.92 P/E (TTM): 83.81X Cap: $47.58B
  • View TER Profile
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• Nebius Group N.V. (NBIS $114.15)
  • $114.15 Cap: $27.18B
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Q: With the Canadian and US markets approaching correction territory, what five CDN and US stocks would you be buying today?

Thanks
Tim

Upvote 25

Read Answer Asked by Timothy on March 23, 2026

• Teradyne Inc. (TER $303.92)
  • $303.92 P/E (TTM): 83.81X Cap: $47.58B
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• RTX Corporation (RTX $194.82)
  • $194.82 P/E (TTM): 39.95X Cap: $266.71B
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• Tantalus Systems Holding Inc. (GRID $4.51)
  • $4.51 Cap: $241M
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Q: Could you let me know which stock has the most growth going forward i.e. TER, GRID, RTX? Volatility/risk is not an issue.

Thank you for your service!

Upvote 9

Read Answer Asked by Ozzie on March 20, 2026

• Constellation Software Inc. (CSU $2,537.90)
  • $2,537.90 P/E (TTM): 75.89X Cap: $52.96B
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• Celestica Inc. (CLS $393.81)
  • $393.81 P/E (TTM): 37.86X Cap: $45.27B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $166.18)
  • $166.18 P/E (TTM): 126.99X Cap: $209.49B
  • View SHOP Profile
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  • View Reports on SHOP
• Firan Technology Group Corporation (FTG $18.14)
  • $18.14 P/E (TTM): 37.11X Cap: $456M
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• TerraVest Industries Inc. (TVK $140.66)
  • $140.66 Cap: $3.05B
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• Kraken Robotics Inc. (PNG $9.22)
  • $9.22 P/E (TTM): 148.83X Cap: $2.73B
  • View PNG Profile
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  • View Reports on PNG
• Kratos Defense & Security Solutions Inc. (KTOS $83.69)
  • $83.69 P/E (TTM): 650.92X Cap: $15.85B
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• Strategy Inc (MSTR $138.20)
  • $138.20 Cap: $45.27B
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• BWX Technologies Inc. (BWXT $204.85)
  • $204.85 P/E (TTM): 55.95X Cap: $18.76B
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• Palantir Technologies Inc. (PLTR $160.84)
  • $160.84 P/E (TTM): 239.17X Cap: $384.51B
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• Robinhood Markets Inc. (HOOD $72.49)
  • $72.49 P/E (TTM): 34.75X Cap: $63.82B
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• Rocket Lab Corporation (RKLB $68.00)
  • $68.00 Cap: $38.28B
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• Red Cat Holdings Inc. (RCAT $15.15)
  • $15.15 Cap: $2.02B
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• Galaxy Digital Inc. (GLXY $21.70)
  • $21.70 Cap: $8.09B
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Q: Hi team,

On Dec. 9, 2025 in a reply to Clayton, you listed stocks which could be multi baggers in the next 10-20 years.

Which stocks, in order, would be in your list of multi baggers now ?

Would you consider to update that list every 3 months ?

Gratefully,

Jacques IDS

Upvote 24

Read Answer Asked by Jacques on March 20, 2026

• Cameco Corporation (CCO $145.00)
  • $145.00 P/E (TTM): 115.82X Cap: $61.03B
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• Denison Mines Corp. (DML $4.72)
  • $4.72 Cap: $4.14B
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Q: What is your favourite small cap and large cap uranium stock currently? Would you initiate positions at this time?

Upvote 4

Read Answer Asked by Gary on March 20, 2026

• Celestica Inc. (CLS $393.81)
  • $393.81 P/E (TTM): 37.86X Cap: $45.27B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $166.18)
  • $166.18 P/E (TTM): 126.99X Cap: $209.49B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Kraken Robotics Inc. (PNG $9.22)
  • $9.22 P/E (TTM): 148.83X Cap: $2.73B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG

Q: with the current downturn in the market do you see this as an opportunity to buy or would you wait. If you see it as a buying opportunity what are your top 3 growth picks for a 5 year hold

Upvote 21

Read Answer Asked by Brian on March 20, 2026

• Beyond Oil Ltd. (BOIL)
  • Cap: $276M
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Q: It has been awhile since anyone has asked about this one and would appreciate your current thoughts. They appear to be securing some business and I am looking forward to seeing their next financials.

Upvote 1

Read Answer Asked by Robert on March 19, 2026

• Adobe Inc. (ADBE $247.64)
  • $247.64 P/E (TTM): 14.86X Cap: $101.86B
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• Oracle Corporation (ORCL $154.34)
  • $154.34 P/E (TTM): 28.14X Cap: $430.48B
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• ServiceNow Inc. (NOW $110.95)
  • $110.95 P/E (TTM): 66.02X Cap: $115.45B
  • View NOW Profile
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• Vitalhub Corp. (VHI $7.00)
  • $7.00 P/E (TTM): 132.94X Cap: $442M
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Q: I do not think you really answered the question about earnings for vitalhub. My look at them seemed they were pretty good but still down 10% today. Any thoughts?

Upvote 5

Read Answer Asked by Bryan on March 19, 2026

• Vitalhub Corp. (VHI $7.00)
  • $7.00 P/E (TTM): 132.94X Cap: $442M
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Q: Results looked good. Down 30% on this name. Is this a weed that needs to be pulled? Less than 1% of my portfolio. Thanks!

Upvote 7

Read Answer Asked by Keith on March 19, 2026

• Axon Enterprise Inc. (AXON $507.28)
  • $507.28 P/E (TTM): 328.66X Cap: $40.78B
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Q: What are your thoughts on AXON's weakness - I've held for over a year, it's had a good rise, and now it's back down just below where I bought it - should I just hold on, or has there been a change that I should be aware of that might be causing the weakness? I thought it might have more strength with all that's going on.

Upvote 7

Read Answer Asked by Kim on March 19, 2026

• Gildan Activewear Inc. (GIL $78.40)
  • $78.40 P/E (TTM): 21.58X Cap: $14.23B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $111.15)
  • $111.15 Cap: $12.82B
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $73.07)
  • $73.07 P/E (TTM): 42.25X Cap: $7.91B
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Q: Has there been that much of a slowdown in the retail sector to have all 3 down 20%.

Upvote 5

Read Answer Asked by andrew on March 18, 2026

• Micron Technology Inc. (MU $404.35)
  • $404.35 P/E (TTM): 40.2X Cap: $476.91B
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• NVIDIA Corporation (NVDA $175.64)
  • $175.64 P/E (TTM): 35.24X Cap: $4.19T
  • View NVDA Profile
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• Celestica Inc. (CLS $393.81)
  • $393.81 P/E (TTM): 37.86X Cap: $45.27B
  • View CLS Profile
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• Teradyne Inc. (TER $303.92)
  • $303.92 P/E (TTM): 83.81X Cap: $47.58B
  • View TER Profile
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• Nebius Group N.V. (NBIS $114.15)
  • $114.15 Cap: $27.18B
  • View NBIS Profile
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Q: I hold NVDA, CLS, TER, NBIS. Considering buying MU. How much overlap in these companies? Would you sell any based on exposure?

Thanks

Upvote 11

Read Answer Asked by Nick on March 18, 2026

• Kraken Robotics Inc. (PNG $9.22)
  • $9.22 P/E (TTM): 148.83X Cap: $2.73B
  • View PNG Profile
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• CareRx Corporation (CRRX $3.72)
  • $3.72 Cap: $233M
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Q: Updated opinion please

Upvote 5

Read Answer Asked by Bill on March 18, 2026

• Kelt Exploration Ltd. (KEL $8.96)
  • $8.96 P/E (TTM): 33.04X Cap: $1.85B
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• Thomson Reuters Corporation (TRI $125.00)
  • $125.00 P/E (TTM): 28.27X Cap: $56.83B
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• Cipher Pharmaceuticals Inc. (CPH $16.56)
  • $16.56 P/E (TTM): 18.18X Cap: $418M
  • View CPH Profile
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• goeasy Ltd. (GSY $38.82)
  • $38.82 P/E (TTM): 2.62X Cap: $577M
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• Capstone Copper Corp. (CS $9.98)
  • $9.98 P/E (TTM): 16.94X Cap: $7.21B
  • View CS Profile
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• Tamarack Valley Energy Ltd. (TVE $10.90)
  • $10.90 Cap: $5.43B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $191.95)
  • $191.95 P/E (TTM): 29.24X Cap: $2.35B
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• Kraken Robotics Inc. (PNG $9.22)
  • $9.22 P/E (TTM): 148.83X Cap: $2.73B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Silvercorp Metals Inc. (SVM $12.87)
  • $12.87 P/E (TTM): 76.7X Cap: $2.75B
  • View SVM Profile
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• Vitalhub Corp. (VHI $7.00)
  • $7.00 P/E (TTM): 132.94X Cap: $442M
  • View VHI Profile
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• Tantalus Systems Holding Inc. (GRID $4.51)
  • $4.51 Cap: $241M
  • View GRID Profile
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• Propel Holdings Inc. (PRL $17.97)
  • $17.97 P/E (TTM): 9.17X Cap: $697M
  • View PRL Profile
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• Telesat Corporation Common and Variable Voting Shares (TSAT $55.46)
  • $55.46 Cap: $1.83B
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Q: Would you consider all positions in your growth portfolio still buyable today? Are there any that would make you pause if you were buying now?

Upvote 13

Read Answer Asked by Sylvia on March 18, 2026

• Constellation Software Inc. (CSU $2,537.90)
  • $2,537.90 P/E (TTM): 75.89X Cap: $52.96B
  • View CSU Profile
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• Thomson Reuters Corporation (TRI $125.00)
  • $125.00 P/E (TTM): 28.27X Cap: $56.83B
  • View TRI Profile
  • View Questions on TRI
• Topicus.com Inc. (TOI $98.23)
  • $98.23 P/E (TTM): 316.28X Cap: $13.01B
  • View TOI Profile
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• Lumine Group Inc. (LMN $23.30)
  • $23.30 P/E (TTM): 92.75X Cap: $6.15B
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Q: Hello,

Does the brief rally followed by a pullback that these four stocks have just experienced carry any meaningful signal, in your view, is it positive or neutral?

Thanks

Upvote 17

Read Answer Asked by Charles on March 17, 2026

• Premium Brands Holdings Corporation (PBH $87.51)
  • $87.51 P/E (TTM): 58.91X Cap: $4.51B
  • View PBH Profile
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Q: Could have I an update on your views of PBH. Its hold in a RRSP. Would you suggest 1-2 companies with better or same risk profile you would suggest to switch for if you think that’s a good idea .

Upvote 4

Read Answer Asked by Olivier on March 16, 2026

• Cipher Pharmaceuticals Inc. (CPH $16.56)
  • $16.56 P/E (TTM): 18.18X Cap: $418M
  • View CPH Profile
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Q: Clearly the Street was very impressed with CPH's Q4 and YE earnings that were released on Friday (up 17% despite another tough day in the markets). As always, I would appreciate your view.

Upvote 3

Read Answer Asked by karl on March 16, 2026

• Intuitive Surgical Inc. (ISRG $478.04)
  • $478.04 P/E (TTM): 60.73X Cap: $169.74B
  • View ISRG Profile
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• JPMorgan Chase & Co. (JPM $289.91)
  • $289.91 P/E (TTM): 14.32X Cap: $772.86B
  • View JPM Profile
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• Eli Lilly and Company (LLY $910.55)
  • $910.55 P/E (TTM): 39.51X Cap: $856.66B
  • View LLY Profile
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• United Rentals Inc. (URI $732.05)
  • $732.05 P/E (TTM): 18.4X Cap: $44.75B
  • View URI Profile
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• RTX Corporation (RTX $194.82)
  • $194.82 P/E (TTM): 39.95X Cap: $266.71B
  • View RTX Profile
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• Celsius Holdings Inc. (CELH $39.65)
  • $39.65 P/E (TTM): 166.04X Cap: $10.18B
  • View CELH Profile
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Q: What is your current top 10 Canadian and US non-tech stocks?

Upvote 12

Read Answer Asked by Ben on March 16, 2026

• Rubrik Inc. Class A (RBRK $51.18)
  • $51.18 P/E (TTM): 11.33X Cap: $10.35B
  • View RBRK Profile
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Q: Hello Team 5i and Everyone!

May I have your take on Rubrik's earnings today please? (RBRK)

Thank you,

Sandra

Upvote 1

Read Answer Asked by Sandra on March 13, 2026

• Xylem Inc. New (XYL $119.94)
  • $119.94 P/E (TTM): 30.72X Cap: $29.28B
  • View XYL Profile
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• Itron Inc. (ITRI $93.40)
  • $93.40 P/E (TTM): 14.02X Cap: $4.12B
  • View ITRI Profile
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• Tantalus Systems Holding Inc. (GRID $4.51)
  • $4.51 Cap: $241M
  • View GRID Profile
  • View Questions on GRID

Q: will Trilliant Technologies (may do an IPO) be a major competitor to GRID ? who else are competitors to GRID thanks Richard

Upvote 5

Read Answer Asked by richard on March 13, 2026