Investment Q&A

• Kinaxis Inc. (KXS $176.95)
  • $176.95 P/E (TTM): 106.13X Cap: $4.96B
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Q: Is KXS a buy,sell, or hold?

Upvote 5

Read Answer Asked by Brian on November 13, 2025

• Constellation Software Inc. (CSU $3,375.08)
  • $3,375.08 P/E (TTM): 77.96X Cap: $71.52B
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• Descartes Systems Group Inc. (The) (DSG $123.64)
  • $123.64 P/E (TTM): 53.1X Cap: $10.63B
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• Thomson Reuters Corporation (TRI $182.02)
  • $182.02 P/E (TTM): 33.96X Cap: $80.97B
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• goeasy Ltd. (GSY $131.71)
  • $131.71 P/E (TTM): 9.59X Cap: $2.11B
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• Vitalhub Corp. (VHI $9.24)
  • $9.24 P/E (TTM): 181.18X Cap: $583M
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• WELL Health Technologies Corp. (WELL $3.90)
  • $3.90 Cap: $990M
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• Topicus.com Inc. (TOI $125.99)
  • $125.99 P/E (TTM): 1073.26X Cap: $10.70B
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• Tantalus Systems Holding Inc. (GRID $4.84)
  • $4.84 Cap: $249M
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• Cellebrite DI Ltd. (CLBT $19.21)
  • $19.21 Cap: $4.59B
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• BlackSky Technology Inc. Class A (BKSY $19.25)
  • $19.25 Cap: $798M
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• Propel Holdings Inc. (PRL $25.60)
  • $25.60 P/E (TTM): 11.83X Cap: $1B
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• Lumine Group Inc. (LMN $27.08)
  • $27.08 P/E (TTM): 103.44X Cap: $6.94B
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Q: A number of your past favourites have been beaten up over the last few weeks. Is there any that you would sell and move on from? Are there any of these companies that you would be buying or adding to at these levels?

Thanks
Tim

Upvote 42

Read Answer Asked by Timothy on November 13, 2025

• BCE Inc. (BCE $31.53)
  • $31.53 P/E (TTM): 4.73X Cap: $29.40B
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Q: I have a large loss in BCE in my TFSA. I want to sell it. Should I do it now or wait until Jan. What stock should I buy to make up for my losses quickly. I already own PNG and CLS and NBIS.

Upvote 8

Read Answer Asked by Kenneth on November 11, 2025

• Finning International Inc. (FTT $73.47)
  • $73.47 P/E (TTM): 14.46X Cap: $9.64B
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Q: Not much has been asked about this Co, lately. What do you think of Finning International, being the largest global distributor of Caterpillar products ? There seems to be a tailwind developing with expanding need for heavy equipment/machinery, based on copper/precious metal mining and infrastructure/data centres spending.

Do you like the Co, its growth prospects and valuation ? Any negatives ?

Would you be comfortable buying a full/partial position, before earnings which are due Nov 11 ?

What are the street estimates ?

Thank You

Upvote 2

Read Answer Asked by rajeev on November 11, 2025

• Firan Technology Group Corporation (FTG $11.59)
  • $11.59 P/E (TTM): 26.95X Cap: $291M
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• MDA Space Ltd. (MDA $25.82)
  • $25.82 P/E (TTM): 30.38X Cap: $3.26B
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Q: Hi Peter,
Both MDA and FTG are experiencing negative momentum. Please compare their financial situation and future revenue projections. With year-end selling, which one would you prefer to buy at the current valuation for a 3 year hold and why? Thanks.

Upvote 9

Read Answer Asked by Willie on November 11, 2025

• Restaurant Brands International Inc. (QSR $96.65)
  • $96.65 P/E (TTM): 25.02X Cap: $43.94B
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• RB Global Inc. (RBA $143.57)
  • $143.57 P/E (TTM): 53.71X Cap: $26.65B
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• Alimentation Couche-Tard Inc. (ATD $74.15)
  • $74.15 P/E (TTM): 19.57X Cap: $68.64B
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Q: Good Afternoon. I'm looking at consolidating my low weight stocks. Out of QSR, RBA and ATD, which two would you sell and which one would you keep? Cheers.

Upvote 2

Read Answer Asked by Neil on November 10, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $33.24)
  • $33.24 Cap: $12.98B
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Q: Hi, given the big slides over the past couple days, I wonder if you could share the five most recent US and five Canadian stocks that you have purchased? If that's not possible, please suggest five CAD stocks where YOU might put some money today. Thank you!

Upvote 14

Read Answer Asked by GeeMac on November 10, 2025

• Intact Financial Corporation (IFC $283.72)
  • $283.72 P/E (TTM): 23.64X Cap: $50.44B
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• Lundin Mining Corporation (LUN $28.30)
  • $28.30 Cap: $24.24B
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• Imax Corporation (IMAX $37.29)
  • $37.29 P/E (TTM): 53.27X Cap: $2B
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• GXO Logistics Inc. (GXO $53.29)
  • $53.29 P/E (TTM): 70.12X Cap: $6.10B
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• Amprius Technologies Inc. (AMPX $9.35)
  • $9.35 Cap: $1.14B
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Q: Hi Peter & Team, pls give a few lines for each re: their just reported earnings including whether you would put new money into them now. We hold them all except IFC. Thank you.

Upvote 1

Read Answer Asked by Paul on November 10, 2025

• Canadian Pacific Kansas City Limited (CP $102.43)
  • $102.43 P/E (TTM): 22.27X Cap: $92.27B
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• Intact Financial Corporation (IFC $283.72)
  • $283.72 P/E (TTM): 23.64X Cap: $50.44B
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• Tourmaline Oil Corp. (TOU $59.80)
  • $59.80 P/E (TTM): 17.13X Cap: $23.14B
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• TMX Group Limited (X $52.08)
  • $52.08 P/E (TTM): 31.56X Cap: $14.48B
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• Thomson Reuters Corporation (TRI $182.02)
  • $182.02 P/E (TTM): 33.96X Cap: $80.97B
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• Alimentation Couche-Tard Inc. (ATD $74.15)
  • $74.15 P/E (TTM): 19.57X Cap: $68.64B
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• GFL Environmental Inc. subordinate voting shares (GFL $59.52)
  • $59.52 P/E (TTM): 6.5X Cap: $21.37B
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• A & W Food Services of Canada Inc. (AW $37.67)
  • $37.67 P/E (TTM): 32.47X Cap: $903M
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Q: Good morning, could you please identify 8 "safer" companies you see at or close to the bottom of their trough at this time that have a dividend (% of dividend does not matter)? For example my guess would be CNR which was at $178 in March 2024 and now at $135 with a yield of 2.63% at this price.
Thx,
Kevin

Upvote 16

Read Answer Asked by Kevin on November 09, 2025

• Apple Inc. (AAPL $273.67)
  • $273.67 P/E (TTM): 36.68X Cap: $4.04T
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• MDA Space Ltd. (MDA $25.82)
  • $25.82 P/E (TTM): 30.38X Cap: $3.26B
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Q: It appears Globalstar has not denied the rumours about selling itself to Starlink. So there must be some truth to the rumours. Presumably once Musk controls Globalstar he would cancel or buyout Globalstar’s contract with MDA leaving MDA with no business? I understand Apple owns 20% of Globalstar so they would have to agree to the Musk buyout. I can see Apple not wanting to be at Musk’s mercy but also not wanting to operate Globalstar’s business. Any idea what the future holds for MDA. I’m a shareholder.
Jim

Upvote 3

Read Answer Asked by James on November 09, 2025

• CAE Inc. (CAE $41.56)
  • $41.56 P/E (TTM): 30.56X Cap: $13.36B
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• Exchange Income Corporation (EIF $84.32)
  • $84.32 P/E (TTM): 31.23X Cap: $4.57B
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Q: I hold both of these industrials. EIF has done much better during my hold period plus I get a decent and seemingly secure dividend. CAE is one company that should get tailwinds from increased defence spending, sometime. I'm thinking of selling CAE and increasing EIF. No tax issues. Your thoughts, please?

Many thanks and BTW, I feel like 5i is a reliable source of information and guidance with your subscribers best interests up front
. Keep up the great work.

al

Upvote 2

Read Answer Asked by alex on November 09, 2025

• MDA Space Ltd. (MDA $25.82)
  • $25.82 P/E (TTM): 30.38X Cap: $3.26B
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Q: This stock is not a buy and hold based on it's history. Is it worth buying for up tick and sale?

Upvote 7

Read Answer Asked by James on November 09, 2025

• ARC Resources Ltd. (ARX $25.00)
  • $25.00 P/E (TTM): 6.19X Cap: $14.39B
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• Waste Connections Inc. (WCN $241.64)
  • $241.64 P/E (TTM): 73.07X Cap: $62.24B
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Q: For a long term stability in a RRSP + dividend growth as priorities , comments shall be appreciated considering the downtrend ( I shall not add GSY to this list since you already answered so many times !!!).

Upvote 3

Read Answer Asked by Jean-Yves on November 09, 2025

• Celestica Inc. (CLS $407.37)
  • $407.37 P/E (TTM): 49.03X Cap: $46.86B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $164.13)
  • $164.13 P/E (TTM): 24.28X Cap: $1.95B
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Q: Would you buy the pullback in these stocks for a 1-2 year hold?

Upvote 8

Read Answer Asked by Allen on November 09, 2025

• goeasy Ltd. (GSY $131.71)
  • $131.71 P/E (TTM): 9.59X Cap: $2.11B
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• Diageo plc (DEO $89.16)
  • $89.16 P/E (TTM): 21.19X Cap: $49.99B
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Q: What are your thoughts about goeasy and Diageo? Value traps or attractive at these levels?

Upvote 6

Read Answer Asked by Glen on November 07, 2025

• Nutrien Ltd. (NTR $85.83)
  • $85.83 P/E (TTM): 50.64X Cap: $41.48B
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Q: Thoughts on their quarter and on their Phosphate strategic review?
Thanks....Steve

Upvote 4

Read Answer Asked by Stephen on November 07, 2025

• WSP Global Inc. (WSP $245.16)
  • $245.16 P/E (TTM): 36.67X Cap: $32.01B
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• Stantec Inc. (STN $130.13)
  • $130.13 P/E (TTM): 30.62X Cap: $14.84B
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Q: Hi, Wsp has dropped over the last few months. What are your thoughts on this and adding to position in Wsp or Stantec which appears to be doing better?
Thank you.

Upvote 6

Read Answer Asked by Lorraine on November 07, 2025

• MDA Space Ltd. (MDA $25.82)
  • $25.82 P/E (TTM): 30.38X Cap: $3.26B
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Q: I refer to an earlier question discussing MDA's $10 million equity investment in MAXQ in which 5i alluded that MAXQ was in the "lottery ticket" category. So, I have been a fan of MDA but am now considering an exit. In 5i's opinion, is MDA's $10M investment in MAXQ visionary, or a "hail mary"?

Upvote 4

Read Answer Asked by Barbara on November 07, 2025

• Costco Wholesale Corporation (COST $855.62)
  • $855.62 P/E (TTM): 61.42X Cap: $379.78B
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• Clorox Company (The) (CLX $98.31)
  • $98.31 P/E (TTM): 15.43X Cap: $11.99B
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• Altria Group Inc. (MO $58.07)
  • $58.07 P/E (TTM): 11.08X Cap: $97.48B
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• Procter & Gamble Company (The) (PG $144.46)
  • $144.46 P/E (TTM): 21.09X Cap: $337.56B
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• Williams Companies Inc. (The) (WMB $58.26)
  • $58.26 P/E (TTM): 30.19X Cap: $71.14B
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• Walmart Inc. (WMT $114.36)
  • $114.36 Cap: $911.46B
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Q: Can you give the names of 10 quality stocks in defensive sectors please.
Thanks.

Upvote 16

Read Answer Asked by Rob on November 06, 2025

• Bank of Nova Scotia (The) (BNS $100.12)
  • $100.12 P/E (TTM): 24.6X Cap: $124.30B
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• Enbridge Inc. (ENB $64.30)
  • $64.30 P/E (TTM): 24.59X Cap: $140.25B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.61)
  • $12.61 P/E (TTM): 29.33X Cap: $3.70B
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Q: Looking to add to an RIF account - considering ENB, BNS, DIR.

Your advice?

Upvote 4

Read Answer Asked by Valerie on November 06, 2025