Investment Q&A

• Celestica Inc. (CLS $483.48)
  • $483.48 P/E (TTM): 56.53X Cap: $66.30B
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• Kraken Robotics Inc. (PNG $7.77)
  • $7.77 Cap: $2.46B
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• Zedcor Inc. (ZDC $6.23)
  • $6.23 P/E (TTM): 304.5X Cap: $698M
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• Axon Enterprise Inc. (AXON $404.96)
  • $404.96 P/E (TTM): 262.99X Cap: $32.43B
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• Kratos Defense & Security Solutions Inc. (KTOS $60.92)
  • $60.92 P/E (TTM): 471.23X Cap: $11.83B
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• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
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• Cellebrite DI Ltd. (CLBT $12.59)
  • $12.59 Cap: $3.15B
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Q: I have small 'starter' positions in these stocks , all still in the black with the exception of smallish losses in GLXY and KTOS, Most are in non-registered accounts. I have some spare cash and would like to increase position sizes. Are there any that you would add to at this time or would you continue to keep your powder dry for now ? Also, are there any that you feel should be let go ?
Thank you, as always.

Upvote 18

Read Answer Asked by Alexandra on February 25, 2026

• 5N Plus Inc. (VNP $32.35)
  • $32.35 P/E (TTM): 42.97X Cap: $2.96B
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Q: Hi Peter & 5i,
Would you please give your summary of their quarterly earnings and their outlook for 2026?
Thanks so much.

Upvote 9

Read Answer Asked by Dennis on February 25, 2026

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $275.00)
  • $275.00 P/E (TTM): 45.75X Cap: $3.33B
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Q: Hello 5i
Looking at recent Q&A HPS has been ranked lower than many other growth stocks.
Does the recent acquisition meaningfully change how you might rank it today?
Thank you
Dave

Upvote 6

Read Answer Asked by Dave on February 24, 2026

• Lemonade Inc. (LMND $65.09)
  • $65.09 Cap: $5.03B
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Q: Any thoughts on why the massive drop in this AI focussed business on Monday? Would this be viewed as a buying opportunity?

Upvote 1

Read Answer Asked by Anthony on February 24, 2026

• goeasy Ltd. (GSY $31.24)
  • $31.24 P/E (TTM): 2.3X Cap: $515M
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Q: The company has set a release date of earnings as of March 25th. That is more than a month past the normal date.
What maybe causing the delay? This release has the stock down 7 %.
Do you expect the price to fall further?
Is GSY a buy, sell or hold? What might be good buy price?
Thank you

Steve

Upvote 9

Read Answer Asked by Steve on February 24, 2026

Q: Your comments on United States Antimony Corporation(UAMY)appreciated.

Upvote 1

Read Answer Asked by Maurice on February 24, 2026

• PetroTal Corp. (TAL $0.52)
  • $0.52 Cap: $496M
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• Cognyte Software Ltd. (CGNT $9.39)
  • $9.39 Cap: $696M
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Q: TAL,chc.v(hot chili),cgnt(copper giant).Your comments on these smallish companies would be appreciated.

Upvote 2

Read Answer Asked by Maurice on February 24, 2026

• goeasy Ltd. (GSY $31.24)
  • $31.24 P/E (TTM): 2.3X Cap: $515M
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Q: I see that GSY stock to a big drop today. The stock is now reaching a very strong support level at about $100. Is this now a buying opportunity? Is it better to wait for the Q4 results?
Thanks John.

Upvote 7

Read Answer Asked by John on February 24, 2026

• goeasy Ltd. (GSY $31.24)
  • $31.24 P/E (TTM): 2.3X Cap: $515M
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Q: Hi team,
Is gsy tanking today from trumps tariff uncertainty? Or is the late earnings date release now of concern? Many growth names are again in free fall today I am assuming must of it is back to trade uncertainty and again software sell off.

Thanks

Shane

Upvote 12

Read Answer Asked by Shane on February 23, 2026

• Cheniere Energy Inc. (LNG $265.01)
  • $265.01 P/E (TTM): 10.57X Cap: $54.50B
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Q: I am looking to invest in liquid natural gas. Which company would you recommend?

Upvote 2

Read Answer Asked by Chris on February 23, 2026

• Investors Title Company (ITIC $249.25)
  • $249.25 P/E (TTM): 13.22X Cap: $454M
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Q: this company has dropped quite a bit in the last month. Pays a good dividend. Seems to me that the share price is lagging the earnings growth. No debt. what am I missing?
thanks Dave

Upvote 1

Read Answer Asked by Dave on February 23, 2026

• Lundin Mining Corporation (LUN $34.52)
  • $34.52 Cap: $31.48B
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• Capstone Copper Corp. (CS $11.22)
  • $11.22 P/E (TTM): 20.46X Cap: $8.99B
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• Koryx Copper S.A. (KRY $3.19)
  • $3.19 Cap: $385M
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Q: Koryx Copper Inc .XTSX: KRY

Your opinion on this one, buy or not?

Thank you.

Upvote 4

Read Answer Asked by Ross on February 23, 2026

• K-Bro Linen Inc. (KBL $37.80)
  • $37.80 P/E (TTM): 26.43X Cap: $490M
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Q: This is not an exciting company but the latest company they bought should move the needle on all metrics. Your thoughts please.

Upvote 2

Read Answer Asked by STEVE on February 23, 2026

• Rocket Lab Corporation (RKLB $79.21)
  • $79.21 Cap: $47.37B
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• Rigetti Computing Inc. (RGTI $16.53)
  • $16.53 Cap: $5.61B
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Q: 3 growth stocks

Which one would you think would be the best to buy or none of them?

Rocket Lab (RKLB)

Rigetti Computing (RGTI)

Regencell Bioscience (RGC)

Thank you.

Upvote 4

Read Answer Asked by Ross on February 23, 2026

• Sharplink Inc. (SBET $7.09)
  • $7.09 Cap: $1.41B
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Q: what are your thoughts today about this company? value trap or good opportunity when digital assets come back into favour.

Dave

Upvote 1

Read Answer Asked by Dave on February 23, 2026

Q: Both GSY (go easy) and Well health float at annual lows. When are they expected to report? Is the current valuation "fair value" given what we know today? or are they trading at a discount

Upvote 6

Read Answer Asked by Mark on February 23, 2026

• Ichor Holdings (ICHR $64.36)
  • $64.36 Cap: $2.45B
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• Ultra Clean Holdings Inc. (UCTT $76.58)
  • $76.58 Cap: $3.68B
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Q: Ultra Clean Holdings Inc(UCTT) Is up 200% since almost a year ago and Ichor Holdings, Ltd. (ICHR) has followed suit by 220%.

Can you explain why they move in tandem so often or is that a fluke? Why the meteoric rise in a year’s time? What do the companies do ?Please comment on the outlook for both, their balance sheets, on insider ownership buys/sells and the industry they serve. How does your opinion of them now compare to past opinions. Buy, hold or sell?

Upvote 4

Read Answer Asked by James on February 20, 2026

• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $23.10)
  • $23.10 P/E (TTM): 7.76X Cap: $547M
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Q: Could I get your view of Chorus Aviation.

Upvote 3

Read Answer Asked by Lloyd on February 20, 2026

• Haivision Systems Inc. (HAI $6.98)
  • $6.98 P/E (TTM): 331.5X Cap: $179M
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Q: what is happening with HAI.TO? it keeps on running higher and higher,
Is this warranted in your opinion.?
Does the software malaise not influence HAI?
How much does ET.TO still own of HAi?

Upvote 2

Read Answer Asked by Josh on February 20, 2026

• Propel Holdings Inc. (PRL $20.46)
  • $20.46 P/E (TTM): 11.22X Cap: $860M
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Q: I see that the company recently announced another div increase -good news but the bump has quickly worn off. Earnings are still good and P/E now below 10. What is the catalyst to get the stock off the mat?

Upvote 7

Read Answer Asked by Scott on February 20, 2026