Investment Q&A

• Kraken Robotics Inc. (PNG $5.67)
  • $5.67 P/E (TTM): 98.5X Cap: $1.73B
  • View PNG Profile
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• Vitalhub Corp. (VHI $8.99)
  • $8.99 P/E (TTM): 171.57X Cap: $553M
  • View VHI Profile
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• WELL Health Technologies Corp. (WELL $3.90)
  • $3.90 Cap: $990M
  • View WELL Profile
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Q: Hello 5i,

I am looking to start a small position in one of the above. Please rank them from your most to least favorite with a brief explanation.

Thanks

Upvote 20

Read Answer Asked by Nicola on September 05, 2025

• Celestica Inc. (CLS $380.07)
  • $380.07 P/E (TTM): 50.23X Cap: $45.64B
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Q: CL has bounced quite nicely in the last few weeks. Still ok at this price? Where do you see this going, realizing its only an educated guess?

Thanks, Mike

Upvote 16

Read Answer Asked by Mike on September 05, 2025

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $61.00)
  • $61.00 P/E (TTM): 23.93X Cap: $29.81B
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Q: Time to move on. What is a suitable replacement in a well diversified portfolio outside materials? Dividend rate not an issue.

Upvote 3

Read Answer Asked by Greg on September 05, 2025

• Kraken Robotics Inc. (PNG $5.67)
  • $5.67 P/E (TTM): 98.5X Cap: $1.73B
  • View PNG Profile
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• Zedcor Inc. (ZDC $5.70)
  • $5.70 P/E (TTM): 391.43X Cap: $601M
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• Axon Enterprise Inc. (AXON $550.00)
  • $550.00 P/E (TTM): 174.95X Cap: $43.80B
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• Celestica Inc. (CLS $275.83)
  • $275.83 P/E (TTM): 50.23X Cap: $33.14B
  • View CLS Profile
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• Commvault Systems Inc. (CVLT $123.19)
  • $123.19 P/E (TTM): 67.71X Cap: $5.33B
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• Nebius Group N.V. (NBIS $75.45)
  • $75.45 Cap: $19.27B
  • View NBIS Profile
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Q: Can you share where CVLT stacks up with some of the growth names more widely discussed here? Where would it rank as an investment compared to NBIS, PNG, ZDC, AXON, CLBT and CLS? Perhaps rank from highest to lowest conviction if not too much trouble. Is it a good entry point today or would you wait to see something specific before initiating a position?

Upvote 13

Read Answer Asked by Tim on September 04, 2025

• Abaxx Technologies Inc. (ABXX)
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Q: Could you please provide a summary of what this companies does and if you would be comfortable buying?

P.S. The profile page for it on 5i seems to not be setup right.

Upvote 1

Read Answer Asked by B on September 03, 2025

• Rio2 Limited (RIO $2.78)
  • $2.78 Cap: $1.23B
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• G Mining Ventures Corp. (GMIN $40.21)
  • $40.21 P/E (TTM): 26.93X Cap: $8.99B
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• Aris Mining Corporation (ARIS $21.29)
  • $21.29 P/E (TTM): 115.25X Cap: $4.31B
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• Snowline Gold Corp. (SGD)
  • Cap: $369M
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• Allied Gold Corporation (AAUC $31.40)
  • $31.40 Cap: $3.80B
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Q: Which 5 small cap Gold stocks would you recommend in order of preference?

Upvote 4

Read Answer Asked by Gary on September 03, 2025

• NTG Clarity Networks Inc. (NCI $1.29)
  • $1.29 P/E (TTM): 9.64X Cap: $61M
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• Biorem Inc. (BRM $2.70)
  • $2.70 P/E (TTM): 24.45X Cap: $42M
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• Tantalus Systems Holding Inc. (GRID $4.57)
  • $4.57 Cap: $235M
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Q: please indicate buy .hold or sell on them and why. I also have zdc, png, ksi, aidx and mcb. thanks

Upvote 6

Read Answer Asked by c c on September 03, 2025

• Propel Holdings Inc. (PRL $24.58)
  • $24.58 P/E (TTM): 11.42X Cap: $967M
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Q: Hi 5i
Current thoughts on PRL? Your report was done March 2024 and it has almost doubled. Update soon?

Upvote 9

Read Answer Asked by Greg on September 03, 2025

• Procter & Gamble Company (The) (PG $147.81)
  • $147.81 P/E (TTM): 21.2X Cap: $345.39B
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• UnitedHealth Group Incorporated (DE) (UNH $331.63)
  • $331.63 P/E (TTM): 17.79X Cap: $300.40B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.02)
  • $223.02 P/E (TTM): 140.31X Cap: $290.21B
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• Cloudflare Inc. Class A (NET $191.43)
  • $191.43 Cap: $67.05B
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• Topicus.com Inc. (TOI $123.00)
  • $123.00 P/E (TTM): 1034.86X Cap: $10.27B
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Q: Hi, I am looking to build a diversified portfolio across various sectors and am considering adding these for consumer/healthcare/technology. Are these good picks, or would you advise against any of them, and in which order would you purchase? Thanks!

Upvote 6

Read Answer Asked by Kasia on September 03, 2025

• Amphenol Corporation (APH $126.51)
  • $126.51 P/E (TTM): 43.04X Cap: $154.85B
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• Wheaton Precious Metals Corp. (WPM $158.49)
  • $158.49 P/E (TTM): 52.39X Cap: $71.95B
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• SSR Mining Inc. (SSRM $30.48)
  • $30.48 P/E (TTM): 22.3X Cap: $6.18B
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• Dave Inc. (DAVE $196.95)
  • $196.95 P/E (TTM): 18.95X
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• Celsius Holdings Inc. (CELH $40.83)
  • $40.83 P/E (TTM): 392.27X Cap: $10.52B
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• DLocal Limited (DLO $14.00)
  • $14.00 Cap: $3.99B
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• IREN Limited (IREN $33.78)
  • $33.78 P/E (TTM): 32.85X Cap: $11.09B
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• Astera Labs Inc. (ALAB $140.24)
  • $140.24 P/E (TTM): 65.3X Cap: $23.68B
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• Nebius Group N.V. (NBIS $75.45)
  • $75.45 Cap: $19.27B
  • View NBIS Profile
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• Sezzle Inc. (SEZL $70.14)
  • $70.14 Cap: $2.39B
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Q: Can you identify 10 US or CAN companies, currently profitable or approaching profitability, that you project will achieve a compound annual sales growth of at least 20% over the next decade?

Upvote 11

Read Answer Asked by jean on September 03, 2025

• Kraken Robotics Inc. (PNG $5.67)
  • $5.67 P/E (TTM): 98.5X Cap: $1.73B
  • View PNG Profile
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• Zedcor Inc. (ZDC $5.70)
  • $5.70 P/E (TTM): 391.43X Cap: $601M
  • View ZDC Profile
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• Nebius Group N.V. (NBIS $75.45)
  • $75.45 Cap: $19.27B
  • View NBIS Profile
  • View Questions on NBIS

Q: I have earmarked about 2% of my portfolio to invest in a new position, and I am primarily seeking growth for this particular investment. I am looking at NBIS, PNG and ZDC as candidates. My portfolio is fairly diversified, so for the purpose of this query, sector exposure need not be a metric upon which these companies should be compared. I have read the recent posts in the question forum on each company, and comments on each one have been favourable. Could you provide a ranking of these companies, and if one needed to be chosen, which one would it be? As always, I appreciate the insight you provide: thanks so much, and I look forward to your response.

Upvote 10

Read Answer Asked by Domenic on September 02, 2025

Q: What would your top ~5 recommendations be to build an RESP with an 10-15 year horizon.
Had to sell all positions to live the account and have a good pile of free cash currently to redeploy. Not dissatisfied with prior holdings but creates a moment to consider best options currently

Upvote 6

Read Answer Asked by Ryan on September 02, 2025

• Alphabet Inc. (GOOG $298.06)
  • $298.06 P/E (TTM): 30.54X Cap: $3.69T
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• Intuitive Surgical Inc. (ISRG $556.86)
  • $556.86 P/E (TTM): 73.91X Cap: $197.40B
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• NVIDIA Corporation (NVDA $170.94)
  • $170.94 P/E (TTM): 43.74X Cap: $4.15T
  • View NVDA Profile
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• RTX Corporation (RTX $177.20)
  • $177.20 P/E (TTM): 37.39X Cap: $237.58B
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• Applovin Corporation (APP $657.13)
  • $657.13 P/E (TTM): 81.91X Cap: $228.89B
  • View APP Profile
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Q: Hi there!

What would be, in your opinion, your top 5 high-conviction growth stocks in the Canadian market — and in the U.S. market — for the next 10 years, ranked in order?

Thank you very much in advance!

Best regards,
Jacques IDS

Upvote 26

Read Answer Asked by Jacques on September 02, 2025

• PepsiCo Inc. (PEP $150.08)
  • $150.08 P/E (TTM): 28.59X Cap: $205.21B
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• Celsius Holdings Inc. (CELH $40.83)
  • $40.83 P/E (TTM): 392.27X Cap: $10.52B
  • View CELH Profile
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Q: What is your opinion on Celius's having Pepsi up it's stake to 11% and selling the Rock star energy for USA and Canada to them? I have been a fairly long time holder and just wondering if these new developments are going to be great for future valuation in your opinion possibly?

Upvote 4

Read Answer Asked by Kolbi on September 02, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.02)
  • $223.02 P/E (TTM): 140.31X Cap: $290.21B
  • View SHOP Profile
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  • View Reports on SHOP
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $164.00)
  • $164.00 P/E (TTM): 25.45X Cap: $1.95B
  • View HPS.A Profile
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• Kraken Robotics Inc. (PNG $5.67)
  • $5.67 P/E (TTM): 98.5X Cap: $1.73B
  • View PNG Profile
  • View Questions on PNG
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• Galaxy Digital Inc. Class A common stock (GLXY $31.45)
  • $31.45 Cap: $12.28B
  • View GLXY Profile
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Q: Hi, will soon be making two additions to my TFSA. For long term growth, which of these would you choose, and at what buy price? Thanks for your excellent service!

Upvote 29

Read Answer Asked by Lavern on August 29, 2025

• The Fresh Factory B.C Ltd. Subordinate Voting Shares (FRSH)
  • Cap: $46M
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Q: What is your opinion of Q2 results and the current valuation of the stock given its revenue growth. They have about 59.2 million shares out fully diluted and converted and they report results in $US while stock trades in $C.

Upvote 2

Read Answer Asked by Charles on August 28, 2025

• Box Inc. Class A (BOX $30.18)
  • $30.18 P/E (TTM): 23.96X Cap: $4.29B
  • View BOX Profile
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Q: Box seems to have reinvented itself. Doing lots of promo of it's role in readying a company's data and security so that it can use A I effectively. Count MS among clients. Can you assess the new version please?

Upvote 1

Read Answer Asked by Valerie on August 28, 2025

• 5N Plus Inc. (VNP $17.29)
  • $17.29 P/E (TTM): 26.84X Cap: $1.54B
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• Neo Performance Materials Inc. (NEO $15.73)
  • $15.73 Cap: $654M
  • View NEO Profile
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Q: Which might you recommend of these 2 for a 2 to 3 year hold and an entry price? Thanx.

Upvote 4

Read Answer Asked by Steve on August 27, 2025

• Pagaya Technologies Ltd. (PGY $22.03)
  • $22.03 Cap: $1.87B
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Q: Hi 5i,

What are your thoughts on this company, its future prospects, business model and valuation.

Thank you!

Upvote 4

Read Answer Asked by James on August 27, 2025

• WELL Health Technologies Corp. (WELL $3.90)
  • $3.90 Cap: $990M
  • View WELL Profile
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• HealWELL AI Inc. Class A Subordinate Voting Shares (AIDX $0.86)
  • $0.86 Cap: $269M
  • View AIDX Profile
  • View Questions on AIDX

Q: Hi 5 i Team - First a general question. Sometimes EPS are negative while EBITDA is positive. Could you explain how each is calculated and which one is the more important marker.
Specifically this applies to AIDX's recent report where EPS was -2cents but EBITDA was $1.9 million.
Also is AIDX a company completely on its own or a subsidiary of another one.
Thanks.

Upvote 6

Read Answer Asked by Rob on August 27, 2025