Investment Q&A

• Vertiv Holdings LLC Class A (VRT $321.75)
  • $321.75 P/E (TTM): 91.62X Cap: $116.74B
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• GE Vernova CDR (CAD Hedged) (GEV $78.33)
  • $78.33 P/E (TTM): 56.04X Cap: $364.02B
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Q: Thoughts on GE Vernova at this price point?


Thnx

Upvote 4

Read Answer Asked by David on April 12, 2026

• Stack Capital Group Inc. (STCK $29.36)
  • $29.36 P/E (TTM): 8.95X Cap: $373M
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Q: With the soon ipo of space x and the last nav of stck at 15.35 as of dec 31, which I guess is mark to market do you feel there is much upside , as the share price is now around 25. Personally I think the space x ipo to be way over subscribed and a cult like following for some time .

Upvote 2

Read Answer Asked by Leon on April 12, 2026

• Microsoft Corporation (MSFT $415.75)
  • $415.75 P/E (TTM): 26.53X Cap: $3.21T
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• Constellation Software Inc. (CSU $2,501.03)
  • $2,501.03 P/E (TTM): 77.63X Cap: $56.18B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.18)
  • $62.18 P/E (TTM): 84.95X Cap: $141.38B
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Q: Can you give me 3 stocks (Canadian or US) that have been beaten up since the start of the year that you have the highest conviction on for a turnaround for the rest of the year?

Upvote 8

Read Answer Asked by Eric on April 12, 2026

• Viking Holdings Ltd (VIK $80.98)
  • $80.98 Cap: $35.80B
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Q: Please provide your opinion on this for a long term hold. Many Thanks!

Upvote 1

Read Answer Asked by Austin on April 12, 2026

• Constellium SE (France) (CSTM $30.28)
  • $30.28 P/E (TTM): 13.24X Cap: $4.02B
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Q: Can you comment on the prospects for this name?

Upvote 1

Read Answer Asked by Kim on April 12, 2026

• A10 Networks Inc. (ATEN $26.62)
  • $26.62 P/E (TTM): 48.61X Cap: $1.98B
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Q: ATEN has been reaching highs this past week. Could you review it and give a summary of what I does and why it is reaching highs. Is it worth investing in or do you prefer others in the space?

Upvote 1

Read Answer Asked by Paul on April 12, 2026

• Intuit Inc. (INTU $383.30)
  • $383.30 P/E (TTM): 26.34X Cap: $111.96B
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• Microsoft Corporation (MSFT $415.75)
  • $415.75 P/E (TTM): 26.53X Cap: $3.21T
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• Salesforce Inc. (CRM $173.30)
  • $173.30 P/E (TTM): 23.99X Cap: $175.18B
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• Oracle Corporation (ORCL $176.28)
  • $176.28 P/E (TTM): 32.53X Cap: $539.25B
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• Fortinet Inc. (FTNT $82.76)
  • $82.76 P/E (TTM): 35.09X Cap: $64.43B
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• ServiceNow Inc. (NOW $84.78)
  • $84.78 P/E (TTM): 59.89X Cap: $106.79B
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• Palo Alto Networks Inc. (PANW $173.21)
  • $173.21 P/E (TTM): 96.66X Cap: $147.85B
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• Cadence Design Systems Inc. (CDNS $314.33)
  • $314.33 P/E (TTM): 80.26X Cap: $91.55B
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• Zscaler Inc. (ZS $132.97)
  • $132.97 Cap: $22.93B
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• Synopsys Inc. (SNPS $456.85)
  • $456.85 P/E (TTM): 72.05X Cap: $91.42B
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Q: Hello Team 5i & Everyone,

Would you mind providing a list of 10 American software stocks that are beat down because of AI fears that you think have good potential for a real recovery at some point in the future?

IGV seems to be holding up okay for now with the S&P500 in a downtrend, I assume because it's possibly "oversold".

Thank you!

Sandra

Upvote 15

Read Answer Asked by Sandra on April 11, 2026

• Prime Restaurants Inc. (EAT $7.57)
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Q: Can you provide an update for this company please? EPS increased 159% in 2025 on sales growth of 23% and for the 1st 6months of 2026 EPS up 32% and sales up 12%. These numbers suggest a turn around with large margin expansion and good momentum starting to slow. With a PE of 14 it seems the price has not increased in tandum with results. Please comment on this, future EPS and revenue growth, and the risk associated with the debt/equity of 93%. Thank you. John

Upvote 1

Read Answer Asked by John on April 11, 2026

• West Fraser Timber Co. Ltd. (WFG $89.93)
  • $89.93 Cap: $6.95B
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Q: Can you tell me what cdn forest companies have the largest foot print in the U.S. Also are there ant forest companies that you like?

Thanks
Auftar

Upvote 2

Read Answer Asked by auftar on April 11, 2026

• Manulife Financial Corporation (MFC $52.97)
  • $52.97 P/E (TTM): 17.2X Cap: $87.77B
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• Great-West Lifeco Inc. (GWO $71.77)
  • $71.77 P/E (TTM): 16.4X Cap: $64.20B
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• Sun Life Financial Inc. (SLF $70.74)
  • $70.74 P/E (TTM): 15.64X Cap: $39.09B
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Q: From the answers I have gleaned over those 3 insurers you seem to be favoring SLF over the other two, from a volatility & performance perspective (over 1 and 5 years) it would appear that SLF is worse. Can you give your reasons why as you obviously see SLF of better quality fundamentally going forward.

Upvote 5

Read Answer Asked by simon on April 10, 2026

• Bird Construction Inc. (BDT $46.60)
  • $46.60 P/E (TTM): 41.22X Cap: $2.54B
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Q: Bird construction reaching ATH's this week, too late to join the party ? Where is the momentum for this run coming from?

Upvote 3

Read Answer Asked by Dave on April 10, 2026

• Zedcor Inc. (ZDC $5.98)
  • $5.98 P/E (TTM): 289.5X Cap: $660M
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Q: Hi 5i
How were ZDC's recent earnings and guidance?
Currently hold small position looking to increase to 2 %....Would you be buyers or holders at current price given a 2 year horizon.
thx

Upvote 8

Read Answer Asked by jim on April 10, 2026

• Tidewater Renewables Ltd. (LCFS $9.39)
  • $9.39 Cap: $339M
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Q: A few days ago, I sent an enquiring re LCFS. I haven’t had a response, so am sending again.
Please give your thoughts on this as well as providing other renewables you might prefer.

Also, I am interested in your thoughts on Telesat. Would you kindly express your thought on this too.

Thanks

Upvote 2

Read Answer Asked by Catherine on April 10, 2026

• Amazon.com Inc. (AMZN $255.08)
  • $255.08 P/E (TTM): 34.85X Cap: $2.74T
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• Costco Wholesale Corporation (COST $1,014.38)
  • $1,014.38 P/E (TTM): 69.9X Cap: $445.29B
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• Celestica Inc. (CLS $537.48)
  • $537.48 P/E (TTM): 55.58X Cap: $63.20B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $170.27)
  • $170.27 P/E (TTM): 139.22X Cap: $235.54B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $65.46)
  • $65.46 P/E (TTM): 32.77X Cap: $4.85B
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• Vanguard S&P 500 Index ETF (VFV $172.72)
  • $172.72 P/E (TTM): 26.01X Cap: $30.05B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.18)
  • $62.18 P/E (TTM): 84.95X Cap: $141.38B
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Q: Which of the following would be good to build on for long term investments for a 30 year old? This is for a TFSA. Looking for medium to high risk.

Upvote 20

Read Answer Asked by Nancy on April 10, 2026

• Celestica Inc. (CLS $537.48)
  • $537.48 P/E (TTM): 55.58X Cap: $63.20B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $170.27)
  • $170.27 P/E (TTM): 139.22X Cap: $235.54B
  • View SHOP Profile
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  • View Reports on SHOP

Q: Which would you keep in order to potentially provide a boost to a conservative blue chip RIF? Both are small holdings, 1.5% each. Also have AAPL, MSFT, TER and NVDA for the same reason.

Upvote 8

Read Answer Asked by Gary on April 10, 2026

• BMO Covered Call Canadian Banks ETF (ZWB $27.23)
  • $27.23 P/E (TTM): 13.13X
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• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $16.65)
  • $16.65 P/E (TTM): 14.67X Cap: $2.19B
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Q: How would you compare these two, HMAX has a DY 0f 12.57% and ZWB is 5.38%. They have similar MER's. Is HMAX more 'risky?'. They appear to be in similar investments.

Upvote 6

Read Answer Asked by Graham on April 10, 2026

• Celestica Inc. (CLS $537.48)
  • $537.48 P/E (TTM): 55.58X Cap: $63.20B
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• Kinaxis Inc. (KXS $139.76)
  • $139.76 P/E (TTM): 43.5X Cap: $4.07B
  • View KXS Profile
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Q: Hello 5i

Would you think a switch from KXS to CLS be a better long term winner.
CLS prospects seem to be gaining strength again.

Cal

Upvote 4

Read Answer Asked by cal on April 10, 2026

• Neo Performance Materials Inc. (NEO $24.90)
  • $24.90 Cap: $1.07B
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Q: This has dropped back a fair bit and am looking for your current thoughts on adding to a position at the $20 level. Thank you

Upvote 2

Read Answer Asked by Robert on April 10, 2026

• Olympia Financial Group Inc. (OLY $120.83)
  • $120.83 P/E (TTM): 15.17X Cap: $292M
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• Stack Capital Group Inc. (STCK $29.36)
  • $29.36 P/E (TTM): 8.95X Cap: $373M
  • View STCK Profile
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Q: I am considering adding STCK(growth) and OLY(dividends)
Any thoughts or problems you can see?
Thankyou

Upvote 3

Read Answer Asked by Steve on April 10, 2026

• Okta Inc. (OKTA $76.04)
  • $76.04 P/E (TTM): 60.66X Cap: $13.92B
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Q: Hi gang,
What happened to okta?
Thanks. Alnoor

Upvote 1

Read Answer Asked by Alnoor on April 10, 2026