Investment Q&A

• CECO Environmental Corp. (CECO $54.17)
  • $54.17 P/E (TTM): 40.71X Cap: $1.93B
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• Genius Sports Limited (GENI $6.47)
  • $6.47 Cap: $1.55B
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• Intapp Inc. (INTA $26.14)
  • $26.14 Cap: $2.10B
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• Sportradar Group AG (SRAD $17.67)
  • $17.67 Cap: $5.29B
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• IREN Limited (IREN $38.85)
  • $38.85 P/E (TTM): 75.64X Cap: $12.90B
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• Limbach Holdings Inc. (LMB $87.53)
  • $87.53 P/E (TTM): 30.55X Cap: $1.06B
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Q: Can you provide a few small to mid cap US stocks that you have high conviction for?

Upvote 22

Read Answer Asked by sean on September 02, 2025

• MAG Silver Corp. (MAG $34.38)
  • $34.38 P/E (TTM): 25.47X Cap: $3.56B
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• Rio2 Limited (RIO $3.42)
  • $3.42 Cap: $1.58B
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• Aris Mining Corporation (ARIS $27.90)
  • $27.90 P/E (TTM): 115.25X Cap: $5.65B
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• Allied Gold Corporation (AAUC $42.94)
  • $42.94 Cap: $5.32B
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Q: Any recommendations for a low cost silver and/or gold producer? I did alright on your recommendation which was MAG Silver but they have accepted a takeout offer. Probably sold to soon since they are currently trading above the offer.

Upvote 2

Read Answer Asked by David on September 02, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $42.19)
  • $42.19 Cap: $28.45B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $56.77)
  • $56.77 Cap: $8.26B
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Q: I note that this company appears to have stalled, do you have confidence in it returning to past valuations and more? Would proposed rate cuts not help? Is this company a good investment for the foreseeable future?

Upvote 6

Read Answer Asked by Stephen on September 02, 2025

• Emerita Resources Corp. (EMO $0.47)
  • $0.47 Cap: $137M
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Q: Is Emertia Resources a buy or hold at this level?

Thanks,
John

Upvote 1

Read Answer Asked by John on September 02, 2025

• Golconda Resources Ltd. (GG)
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Q: Can you comment on the earnings of Golconda Gold Ltd? I own it and I'm up on the stock but to be honest I have no clue if it's really a well run company and it's future prospects. Any big players like SPROTT or others that have an interest in this company? Do you say buy, hold or sell and if so why?

Upvote 1

Read Answer Asked by James on September 02, 2025

• Loblaw Companies Limited (L $63.24)
  • $63.24 P/E (TTM): 12.17X Cap: $74.31B
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Q: Can you tell what the dividend and percentage is please

Upvote 2

Read Answer Asked by steven on September 02, 2025

• PepsiCo Inc. (PEP $164.91)
  • $164.91 P/E (TTM): 27.88X Cap: $225.37B
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• Celsius Holdings Inc. (CELH $47.11)
  • $47.11 P/E (TTM): 447.73X Cap: $12.10B
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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

Q: Can I have your thoughts on this company. The technology looks interesting. Is it worth a small speculative investment? Thanks

Upvote 1

Read Answer Asked by Charles on September 02, 2025

• Coinbase Global Inc (COIN $182.36)
  • $182.36 P/E (TTM): 41.63X Cap: $48.15B
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Q: Hello Team,
What do you think of Coinbase?
Thanks!

Upvote 2

Read Answer Asked by Issaku on September 02, 2025

• Rezolve AI PLC (RZLV $2.50)
  • $2.50 Cap: $989M
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Q: Is good to buy some to hold 2-3 years? Thank you.

Upvote 1

Read Answer Asked by kwokwai on September 02, 2025

• Constellation Software Inc. (CSU $2,693.13)
  • $2,693.13 P/E (TTM): 56.43X Cap: $57.07B
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Q: Given recent weakness, what entry price would you recommend to initiate a position?

Thank you.

Upvote 7

Read Answer Asked by Ian on September 02, 2025

Q: The Health Care sector has been where alpha has gone to die for almost 3 years now. Time to consider legging in? Thanks!

Upvote 2

Read Answer Asked by Michael on September 02, 2025

• JPMorgan Chase & Co. (JPM $300.26)
  • $300.26 P/E (TTM): 14.87X Cap: $809.81B
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• Royal Bank of Canada (RY $226.77)
  • $226.77 P/E (TTM): 15.48X Cap: $316.70B
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Q: Hello 5i research
Do you think JPM and RY are correlated with the market even that one is in the USA and the other is in Canada?
Thank w

Upvote 4

Read Answer Asked by claudio on September 02, 2025

• Purpose High Interest Savings Fund (PSA $50.02)
  • $50.02 Cap: $2.98B
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• Global X High Interest Savings ETF (CASH $49.98)
  • $49.98 P/E (TTM): 13.15X Cap: $6.85B
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• BMO Money Market Fund (ZMMK $49.84)
  • $49.84 Cap: $5.53B
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Q: What are the best cash proxy ETFs in your opinion?

Upvote 3

Read Answer Asked by Andrew on September 02, 2025

• Aritzia Inc. Subordinate Voting Shares (ATZ $119.77)
  • $119.77 Cap: $13.82B
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Q: Hi there,

What’s your thoughts on ATZ is it overvalued, overbought? It’s running up a lot.

Ok thanks as always.

Upvote 4

Read Answer Asked by Robert on September 02, 2025

• Celestica Inc. (CLS $351.23)
  • $351.23 P/E (TTM): 49.65X Cap: $41.98B
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Q: Hi team,
In your opinion is it a good day to add to CLS being its down 8% at the moment? Or is it looking like some pain ahead after the nvda earnings sell off and sept coming?

Shane

Upvote 16

Read Answer Asked by Shane on August 29, 2025

• Constellation Software Inc. (CSU $2,693.13)
  • $2,693.13 P/E (TTM): 56.43X Cap: $57.07B
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Q: Is CSU stock available as CDR?

Upvote 2

Read Answer Asked by Hali on August 29, 2025

• Affirm Holdings Inc. (AFRM $47.83)
  • $47.83 P/E (TTM): 56.23X Cap: $15.93B
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Q: Hello, could you comment on most recent Affirms Holdings earnings please?
Thank you

Upvote 4

Read Answer Asked by Stephane on August 29, 2025

• Royal Bank of Canada (RY $226.77)
  • $226.77 P/E (TTM): 15.48X Cap: $316.70B
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• Toronto-Dominion Bank (The) (TD $133.60)
  • $133.60 P/E (TTM): 10.76X Cap: $223.28B
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• Bank of Nova Scotia (The) (BNS $100.45)
  • $100.45 P/E (TTM): 25.4X Cap: $123.83B
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• Constellation Software Inc. (CSU $2,693.13)
  • $2,693.13 P/E (TTM): 56.43X Cap: $57.07B
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• Intact Financial Corporation (IFC $260.10)
  • $260.10 P/E (TTM): 18.73X Cap: $46.18B
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• Descartes Systems Group Inc. (The) (DSG $95.32)
  • $95.32 P/E (TTM): 40.16X Cap: $8.19B
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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 10

Read Answer Asked by Ryan on August 29, 2025

• D.R. Horton Inc. (DHI $152.61)
  • $152.61 P/E (TTM): 14.92X Cap: $44.21B
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• Lennar Corporation Class A (LEN $108.41)
  • $108.41 P/E (TTM): 14.56X Cap: $26.84B
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• PulteGroup Inc. (PHM $132.03)
  • $132.03 P/E (TTM): 12.61X Cap: $25.36B
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• iShares U.S. Home Construction ETF (ITB $103.69)
  • $103.69 P/E (TTM): 14.69X Cap: $2.85B
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• TopBuild Corp. (BLD $432.74)
  • $432.74 P/E (TTM): 24.0X Cap: $12.17B
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• NVR Inc. (NVR $7,361.10)
  • $7,361.10 P/E (TTM): 17.08X Cap: $20.56B
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Q: What are your thoughts on the housing/home construction sector? If of interest, what would be your 5 stocks of choice? Thank you.

Upvote 3

Read Answer Asked by Michael on August 29, 2025