Investment Q&A

• Celestica Inc. (CLS $569.28)
  • $569.28 P/E (TTM): 57.76X Cap: $65.45B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $146.28)
  • $146.28 P/E (TTM): 134.7X Cap: $190.76B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Electrovaya Inc. (ELVA $13.92)
  • $13.92 P/E (TTM): 93.06X Cap: $668M
  • View ELVA Profile
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Q: What are 3 Canadian stocks tied to the hidden force behind the AI boom?

Upvote 10

Read Answer Asked by Jeff on November 03, 2025

• Meta Platforms Inc. (META $604.96)
  • $604.96 P/E (TTM): 25.99X Cap: $1.53T
  • View META Profile
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• Alphabet Inc. (GOOG $384.27)
  • $384.27 P/E (TTM): 35.12X Cap: $4.70T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $411.38)
  • $411.38 P/E (TTM): 25.87X Cap: $3.05T
  • View MSFT Profile
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• Celestica Inc. (CLS $569.28)
  • $569.28 P/E (TTM): 57.76X Cap: $65.45B
  • View CLS Profile
  • View Questions on CLS
• Vertiv Holdings LLC Class A (VRT $341.02)
  • $341.02 P/E (TTM): 97.06X Cap: $130.98B
  • View VRT Profile
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Q: What would be a good way to invest in AI? Reasonable risk level with 5 yr hold.

Upvote 18

Read Answer Asked by Tim on November 03, 2025

• Alphabet Inc. (GOOG $384.27)
  • $384.27 P/E (TTM): 35.12X Cap: $4.70T
  • View GOOG Profile
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• NVIDIA Corporation (NVDA $196.50)
  • $196.50 P/E (TTM): 40.51X Cap: $4.77T
  • View NVDA Profile
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• Celestica Inc. (CLS $569.28)
  • $569.28 P/E (TTM): 57.76X Cap: $65.45B
  • View CLS Profile
  • View Questions on CLS
• Nebius Group N.V. (NBIS $175.92)
  • $175.92 Cap: $44.66B
  • View NBIS Profile
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Q: How would you recommend I invest a 2% position in the AI sector for a 5 - 10 year hold? Willing to take some risk.

Upvote 27

Read Answer Asked by Tim on November 03, 2025

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,256.81)
  • $2,256.81 P/E (TTM): 7.69X Cap: $46.54B
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• Constellation Software Inc. (CSU $2,464.54)
  • $2,464.54 P/E (TTM): 73.75X Cap: $52.22B
  • View CSU Profile
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  • View Reports on CSU
• Celestica Inc. (CLS $569.28)
  • $569.28 P/E (TTM): 57.76X Cap: $65.45B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $146.28)
  • $146.28 P/E (TTM): 134.7X Cap: $190.76B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Topicus.com Inc. (TOI $96.13)
  • $96.13 P/E (TTM): 304.26X Cap: $12.53B
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• Lumine Group Inc. (LMN $20.38)
  • $20.38 P/E (TTM): 35.24X Cap: $5.22B
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• Nvidia CDR (CAD Hedged) (NVDA $44.28)
  • $44.28 P/E (TTM): 40.51X Cap: $6.56T
  • View NVDA Profile
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Q: Can you give me your latest thoughts on these 7 stocks along with good entry points c/w rating (out of 10) and also in what order to buy



Thanks for your great service

Upvote 18

Read Answer Asked by Terence on October 31, 2025

• Constellation Software Inc. (CSU $2,464.54)
  • $2,464.54 P/E (TTM): 73.75X Cap: $52.22B
  • View CSU Profile
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• Celestica Inc. (CLS $569.28)
  • $569.28 P/E (TTM): 57.76X Cap: $65.45B
  • View CLS Profile
  • View Questions on CLS

Q: In a TFSA which one of CLS or CSU do you think would provide the best return over the next 3 to 5 years?

Upvote 14

Read Answer Asked by Terry on October 29, 2025

• Celestica Inc. (CLS $569.28)
  • $569.28 P/E (TTM): 57.76X Cap: $65.45B
  • View CLS Profile
  • View Questions on CLS

Q: Please comment on CLS Earnings.

Upvote 11

Read Answer Asked by Valter on October 28, 2025

• Celestica Inc. (CLS $569.28)
  • $569.28 P/E (TTM): 57.76X Cap: $65.45B
  • View CLS Profile
  • View Questions on CLS

Q: Celestica results, as expected, appear to have blown past all estimates. Kudos to 5i for your conviction !!! Thank You. And, Investor Day has n't begun yet.

Would you be comfortable buying/adding shares, after this meteoric rise, or wait for stock to settle ?

Thank You

Upvote 9

Read Answer Asked by rajeev on October 28, 2025

• Celestica Inc. (CLS $569.28)
  • $569.28 P/E (TTM): 57.76X Cap: $65.45B
  • View CLS Profile
  • View Questions on CLS

Q: What does the market expect Monday from Celestica with regards to earnings and revenue? Thx

Upvote 11

Read Answer Asked by blake on October 27, 2025

• Celestica Inc. (CLS $569.28)
  • $569.28 P/E (TTM): 57.76X Cap: $65.45B
  • View CLS Profile
  • View Questions on CLS
• Kraken Robotics Inc. (PNG $7.07)
  • $7.07 Cap: $2.17B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
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• Nebius Group N.V. (NBIS $175.92)
  • $175.92 Cap: $44.66B
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Q: Hi, if I want to buy two out of these four stocks, which two would you recommend?

Upvote 14

Read Answer Asked by Abolfazl on October 27, 2025

• NVIDIA Corporation (NVDA $196.50)
  • $196.50 P/E (TTM): 40.51X Cap: $4.77T
  • View NVDA Profile
  • View Questions on NVDA
• Celestica Inc. (CLS $569.28)
  • $569.28 P/E (TTM): 57.76X Cap: $65.45B
  • View CLS Profile
  • View Questions on CLS
• Vertiv Holdings LLC Class A (VRT $341.02)
  • $341.02 P/E (TTM): 97.06X Cap: $130.98B
  • View VRT Profile
  • View Questions on VRT
• Nebius Group N.V. (NBIS $175.92)
  • $175.92 Cap: $44.66B
  • View NBIS Profile
  • View Questions on NBIS

Q: Huge thank you for directing me to NBIS, VRT, CLS, and NVDA. With all of their success, I find that I have been slowly trimming these companies quite regularly. Currently I want to let them run for a bit longer than I normally would. So with that said, what is the maximum percentage of your portfolio you would feel comfortable holding the above companies before trimming?

Much appreciated!

Stefan

Upvote 18

Read Answer Asked by Stefan on October 27, 2025

• Celestica Inc. (CLS $569.28)
  • $569.28 P/E (TTM): 57.76X Cap: $65.45B
  • View CLS Profile
  • View Questions on CLS
• goeasy Ltd. (GSY $31.68)
  • $31.68 P/E (TTM): 2.33X Cap: $525M
  • View GSY Profile
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  • View Reports on GSY
• Kraken Robotics Inc. (PNG $7.07)
  • $7.07 Cap: $2.17B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $6.08)
  • $6.08 P/E (TTM): 310.0X Cap: $674M
  • View ZDC Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
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Q: hi,
what are your current top 5 stocks to BUY today from the growth portfolio ( in TFSA ).
cheers and thanks, Chris

Upvote 34

Read Answer Asked by chris on October 24, 2025

• NVIDIA Corporation (NVDA $196.50)
  • $196.50 P/E (TTM): 40.51X Cap: $4.77T
  • View NVDA Profile
  • View Questions on NVDA
• Celestica Inc. (CLS $569.28)
  • $569.28 P/E (TTM): 57.76X Cap: $65.45B
  • View CLS Profile
  • View Questions on CLS
• Vertiv Holdings LLC Class A (VRT $341.02)
  • $341.02 P/E (TTM): 97.06X Cap: $130.98B
  • View VRT Profile
  • View Questions on VRT
• Nebius Group N.V. (NBIS $175.92)
  • $175.92 Cap: $44.66B
  • View NBIS Profile
  • View Questions on NBIS

Q: Two questions. You mentioned earlier today selling VRT and adding to NBIS to consolidate positions. Do you feel the growth is better in NBIS and outweighs the benefit of diversification? Overall direct AI exposure. I have VRT (3%) NBiS (2%) CLS (2.5%) NVDA (4%). Would you personally feel ok with this much direct exposure for the next 12-16 months? Increase or decrease? I didn’t included my 6% position in Google but maybe should have?

Upvote 12

Read Answer Asked by Don on October 21, 2025

• Celestica Inc. (CLS $569.28)
  • $569.28 P/E (TTM): 57.76X Cap: $65.45B
  • View CLS Profile
  • View Questions on CLS
• TerraVest Industries Inc. (TVK $130.31)
  • $130.31 Cap: $2.82B
  • View TVK Profile
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  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $289.82)
  • $289.82 P/E (TTM): 48.43X Cap: $3.45B
  • View HPS.A Profile
  • View Questions on HPS.A
• Aritzia Inc. Subordinate Voting Shares (ATZ $141.15)
  • $141.15 Cap: $16.29B
  • View ATZ Profile
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  • View Reports on ATZ
• WELL Health Technologies Corp. (WELL $4.34)
  • $4.34 Cap: $1.10B
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• Propel Holdings Inc. (PRL $24.74)
  • $24.74 P/E (TTM): 11.14X Cap: $973M
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Q: Which ones would you add to today?

Upvote 14

Read Answer Asked by Carol on October 21, 2025

• Celestica Inc. (CLS $569.28)
  • $569.28 P/E (TTM): 57.76X Cap: $65.45B
  • View CLS Profile
  • View Questions on CLS

Q: This marvelous stock has had a fantastic run during the year. How do you evaluate its sensibility 1) to a significant market correction and 2)in case of bursting of the AI phenomenon?
Thank you very much in advance?

Upvote 9

Read Answer Asked by Gabriel on October 21, 2025

• Alphabet Inc. (GOOG $384.27)
  • $384.27 P/E (TTM): 35.12X Cap: $4.70T
  • View GOOG Profile
  • View Questions on GOOG
• Celestica Inc. (CLS $569.28)
  • $569.28 P/E (TTM): 57.76X Cap: $65.45B
  • View CLS Profile
  • View Questions on CLS
• RTX Corporation (RTX $172.87)
  • $172.87 P/E (TTM): 32.44X Cap: $232.80B
  • View RTX Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.47)
  • $62.47 P/E (TTM): 81.94X Cap: $139.75B
  • View BN Profile
  • View Questions on BN

Q: I have 16.6% of my RRSP currently sitting in cash, from accumulated dividends and some contributions I never got around to deploying into the equities markets. Can you give me two names (US or Canadian equities) that I could spit this amount between, to purchase? Many thanks.

Upvote 5

Read Answer Asked by Donald J on October 21, 2025

• Celestica Inc. (CLS $569.28)
  • $569.28 P/E (TTM): 57.76X Cap: $65.45B
  • View CLS Profile
  • View Questions on CLS

Q: What would be a reasonable price range to add some Celestica shares, considering the strong momentum and recent analyst upgrades ?

Is it prudent to add now or wait until it reports next week ?

Thank You

Upvote 9

Read Answer Asked by rajeev on October 20, 2025

• Celestica Inc. (CLS $569.28)
  • $569.28 P/E (TTM): 57.76X Cap: $65.45B
  • View CLS Profile
  • View Questions on CLS

Q: Happily, I bought CLS in May '25 and am riding a 150% increase. How do you feel about adding with the current PE at 60?

Upvote 13

Read Answer Asked by Kim on October 17, 2025

• Alphabet Inc. (GOOG $384.27)
  • $384.27 P/E (TTM): 35.12X Cap: $4.70T
  • View GOOG Profile
  • View Questions on GOOG
• Micron Technology Inc. (MU $640.20)
  • $640.20 P/E (TTM): 27.22X Cap: $721.97B
  • View MU Profile
  • View Questions on MU
• Celestica Inc. (CLS $569.28)
  • $569.28 P/E (TTM): 57.76X Cap: $65.45B
  • View CLS Profile
  • View Questions on CLS
• goeasy Ltd. (GSY $31.68)
  • $31.68 P/E (TTM): 2.33X Cap: $525M
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Kraken Robotics Inc. (PNG $7.07)
  • $7.07 Cap: $2.17B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $6.08)
  • $6.08 P/E (TTM): 310.0X Cap: $674M
  • View ZDC Profile
  • View Questions on ZDC
• Axon Enterprise Inc. (AXON $380.60)
  • $380.60 P/E (TTM): 260.76X Cap: $30.66B
  • View AXON Profile
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• Genius Sports Limited (GENI $4.33)
  • $4.33 Cap: $1.11B
  • View GENI Profile
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• Robinhood Markets Inc. (HOOD $77.03)
  • $77.03 P/E (TTM): 37.52X Cap: $69.36B
  • View HOOD Profile
  • View Questions on HOOD
• BlackSky Technology Inc. Class A (BKSY $35.96)
  • $35.96 Cap: $1.33B
  • View BKSY Profile
  • View Questions on BKSY
• Brookfield Corporation Class A Limited Voting Shares (BN $62.47)
  • $62.47 P/E (TTM): 81.94X Cap: $139.75B
  • View BN Profile
  • View Questions on BN
• Nebius Group N.V. (NBIS $175.92)
  • $175.92 Cap: $44.66B
  • View NBIS Profile
  • View Questions on NBIS

Q: Could you tell me which 5 of these TFSA companies you would add money to first in a correction. Could you also give me two, not in this list that you consider better or just as good than these names, for a tfsa.
Thanks for all you do. Gilles

Upvote 27

Read Answer Asked by Gilles on October 14, 2025

• Celestica Inc. (CLS $569.28)
  • $569.28 P/E (TTM): 57.76X Cap: $65.45B
  • View CLS Profile
  • View Questions on CLS
• Kraken Robotics Inc. (PNG $7.07)
  • $7.07 Cap: $2.17B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Brookfield Corporation Class A Limited Voting Shares (BN $62.47)
  • $62.47 P/E (TTM): 81.94X Cap: $139.75B
  • View BN Profile
  • View Questions on BN
• Nebius Group N.V. (NBIS $175.92)
  • $175.92 Cap: $44.66B
  • View NBIS Profile
  • View Questions on NBIS

Q: Have trimmed SHOP and NVDA in my TFSA and am looking to initiate some new positions - all are favourites of 5i - at todays pricing would you favour the most attractive "3" and if so, which 3, or simply buy across the board?

Thanks,

Terry

Upvote 29

Read Answer Asked by Terry on October 06, 2025

• Celestica Inc. (CLS $569.28)
  • $569.28 P/E (TTM): 57.76X Cap: $65.45B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $146.28)
  • $146.28 P/E (TTM): 134.7X Cap: $190.76B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Robinhood Markets Inc. (HOOD $77.03)
  • $77.03 P/E (TTM): 37.52X Cap: $69.36B
  • View HOOD Profile
  • View Questions on HOOD
• Nebius Group N.V. (NBIS $175.92)
  • $175.92 Cap: $44.66B
  • View NBIS Profile
  • View Questions on NBIS

Q: It's all your fault? For which I'm always grateful for your sound advice. This is a good problem to have. NBIS is now 13% , HOOD 10%, CLS 15% and SHOP 14%. Yes, Im going to trim but the growth prognosis is good for all 4 going forward. What would you advise as decent position size for all 4 going into the 4th quarter?
Thank you David

Upvote 14

Read Answer Asked by David on October 06, 2025