Investment Q&A

• Meta Platforms Inc. (META $525.72)
  • $525.72 P/E (TTM): 25.72X Cap: $1.32T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $273.76)
  • $273.76 P/E (TTM): 27.66X Cap: $3.31T
  • View GOOG Profile
  • View Questions on GOOG
• Monolithic Power Systems Inc. (MPWR $1,053.01)
  • $1,053.01 P/E (TTM): 83.76X Cap: $51.72B
  • View MPWR Profile
  • View Questions on MPWR
• Pegasystems Inc. (PEGA $40.31)
  • $40.31 P/E (TTM): 20.77X Cap: $7.01B
  • View PEGA Profile
  • View Questions on PEGA
• Applovin Corporation (APP $381.20)
  • $381.20 P/E (TTM): 47.07X Cap: $128.57B
  • View APP Profile
  • View Questions on APP
• Genius Sports Limited (GENI $4.33)
  • $4.33 Cap: $1.11B
  • View GENI Profile
  • View Questions on GENI
• BlackSky Technology Inc. Class A (BKSY $23.29)
  • $23.29 Cap: $861M
  • View BKSY Profile
  • View Questions on BKSY
• Sportradar Group AG (SRAD $17.15)
  • $17.15 Cap: $5.13B
  • View SRAD Profile
  • View Questions on SRAD
• ODDITY Tech Ltd. (ODD $13.22)
  • $13.22 Cap: $760M
  • View ODD Profile
  • View Questions on ODD
• Nebius Group N.V. (NBIS $100.82)
  • $100.82 Cap: $24B
  • View NBIS Profile
  • View Questions on NBIS
• Sezzle Inc. (SEZL $61.58)
  • $61.58 P/E (TTM): 19.29X Cap: $2.08B
  • View SEZL Profile
  • View Questions on SEZL
• Nvidia CDR (CAD Hedged) (NVDA $37.83)
  • $37.83 P/E (TTM): 59.74X Cap: $5.63T
  • View NVDA Profile
  • View Questions on NVDA

Q: For a TFSA how would you rate this group. Willing to accept risk - looking for high return over 3-5 year period. Not tied to any If any not suitable, please suggest others. Bottom line - please advise your high conviction list of 7. Thank you.

Upvote 22

Read Answer Asked by sam on August 01, 2025

• iA Financial Corporation Inc. (IAG $151.38)
  • $151.38 P/E (TTM): 13.22X Cap: $13.88B
  • View IAG Profile
  • View Questions on IAG

Q: Thoughts on their purchase of Richardson Wealth? I know it's not a large purchase for them give mkt cap considerations, but do you think the gap they are filling makes sense for their investment division? Does their history in the space give you confidence that they can effectively integrate the purchase?

Upvote 4

Read Answer Asked by Doug on July 31, 2025

• Costco Wholesale Corporation (COST $983.86)
  • $983.86 P/E (TTM): 67.11X Cap: $436.49B
  • View COST Profile
  • View Questions on COST
• Dollarama Inc. (DOL $166.76)
  • $166.76 P/E (TTM): 39.61X Cap: $45.51B
  • View DOL Profile
  • View Questions on DOL

Q: Which would be your first choice between COST and DOL for initiating a full position today with a long term (multi year) horizon, and can you provide a bit of comparison between the two.

Upvote 15

Read Answer Asked by Steven on July 31, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $98.72)
  • $98.72 P/E (TTM): 13.61X Cap: $21.20B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Thomson Reuters Corporation (TRI $124.26)
  • $124.26 P/E (TTM): 27.6X Cap: $55.15B
  • View TRI Profile
  • View Questions on TRI

Q: After yesterday CGI Q results would you prefer TRI for more growth?

Upvote 10

Read Answer Asked by JR on July 31, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $98.72)
  • $98.72 P/E (TTM): 13.61X Cap: $21.20B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A

Q: Your thoughts on GIB.A's results released today, please.

Upvote 7

Read Answer Asked by Theodore on July 31, 2025

• Tourmaline Oil Corp. (TOU $68.37)
  • $68.37 P/E (TTM): 94.51X Cap: $26.47B
  • View TOU Profile
  • View Questions on TOU

Q: Hi Guys
What did you think about TOU recent results. Sold off a bit on their release.

Stuart

Upvote 10

Read Answer Asked by Stuart on July 31, 2025

• GitLab Inc. (GTLB $20.35)
  • $20.35 Cap: $3.51B
  • View GTLB Profile
  • View Questions on GTLB

Q: Could you please comment on how Gitlab is progressing since your last update. Appears they have become cash flow positive the past 2 quarters. Would you wait for further improvement in capital efficiencies or is this starting to get interesting now?

Upvote 2

Read Answer Asked by Adam on July 31, 2025

• Toronto-Dominion Bank (The) (TD $126.87)
  • $126.87 P/E (TTM): 10.28X Cap: $211.72B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $94.09)
  • $94.09 P/E (TTM): 23.34X Cap: $115.96B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Canadian Natural Resources Limited (CNQ $69.46)
  • $69.46 P/E (TTM): 20.97X Cap: $144.89B
  • View CNQ Profile
  • View Questions on CNQ
• Sun Life Financial Inc. (SLF $85.26)
  • $85.26 P/E (TTM): 14.08X Cap: $47.23B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Constellation Software Inc. (CSU $2,358.89)
  • $2,358.89 P/E (TTM): 77.07X Cap: $49.98B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Intact Financial Corporation (IFC $246.60)
  • $246.60 P/E (TTM): 13.72X Cap: $44.05B
  • View IFC Profile
  • View Questions on IFC
• Fortis Inc. (FTS $77.29)
  • $77.29 P/E (TTM): 21.69X Cap: $39.21B
  • View FTS Profile
  • View Questions on FTS
• Descartes Systems Group Inc. (The) (DSG $96.72)
  • $96.72 P/E (TTM): 43.78X Cap: $8.32B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Toromont Industries Ltd. (TIH $189.99)
  • $189.99 P/E (TTM): 32.27X Cap: $15.47B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• Hydro One Limited (H $56.77)
  • $56.77 P/E (TTM): 26.09X Cap: $34.04B
  • View H Profile
  • View Questions on H
• EQB Inc. (EQB $110.84)
  • $110.84 P/E (TTM): 18.49X Cap: $4.05B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Brookfield Corporation Class A Limited Voting Shares (BN $54.17)
  • $54.17 P/E (TTM): 79.62X Cap: $121.18B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $59.93)
  • $59.93 P/E (TTM): 29.17X Cap: $98.17B
  • View BAM Profile
  • View Questions on BAM

Q: What are your top highest conviction stocks right now for compound growth over next five years?

Upvote 37

Read Answer Asked by Gerry on July 31, 2025

• Intel Corporation (INTC $43.13)
  • $43.13 Cap: $216.22B
  • View INTC Profile
  • View Questions on INTC

Q: What are your thoughts on Intel?

Upvote 2

Read Answer Asked by Michael on July 31, 2025

• Advanced Micro Devices Inc. (AMD $201.99)
  • $201.99 P/E (TTM): 76.48X Cap: $329.32B
  • View AMD Profile
  • View Questions on AMD
• Zedcor Inc. (ZDC $4.64)
  • $4.64 P/E (TTM): 364.29X Cap: $489M
  • View ZDC Profile
  • View Questions on ZDC

Q: Which would you own for growth?

Upvote 4

Read Answer Asked by Peter on July 31, 2025

• Cellebrite DI Ltd. (CLBT $12.95)
  • $12.95 Cap: $3.23B
  • View CLBT Profile
  • View Questions on CLBT

Q: Hi,
Is CLBT still worth holding or are there better opportunities. Down 24% and considering if I should sell or add more.
Thanks

Upvote 4

Read Answer Asked by Marco on July 31, 2025

• Alphabet Inc. (GOOG $273.76)
  • $273.76 P/E (TTM): 27.66X Cap: $3.31T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
  • View NVDA Profile
  • View Questions on NVDA
• The Walt Disney Company (DIS $92.42)
  • $92.42 P/E (TTM): 14.43X Cap: $163.72B
  • View DIS Profile
  • View Questions on DIS
• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $157.40)
  • $157.40 P/E (TTM): 32.54X Cap: $2.43B
  • View ZQQ Profile
  • View Questions on ZQQ
• BMO Equal Weight Banks Index ETF (ZEB $57.75)
  • $57.75 P/E (TTM): 15.44X Cap: $4.71B
  • View ZEB Profile
  • View Questions on ZEB
• Nintendo Co (NTDOY)
  • View NTDOY Profile
  • View Questions on NTDOY
• Nebius Group N.V. (NBIS $100.82)
  • $100.82 Cap: $24B
  • View NBIS Profile
  • View Questions on NBIS

Q: I loved this recent question from Giovanni, big kudos to him and his son for taking the fantastic suggestions from 5i, and GIANT HIGH 5 to 5i team!
So to ask the same question today, my 30ish daughter has about 45k cash in TFSA. Also has some NTDOY, DIS ZQQ and ZEB. Ok with ETFs but I don't think there is as good a chance for towering home runs like NVDA.
Let's grow!

Upvote 26

Read Answer Asked by Greg on July 31, 2025

Q: New IPO. Figma. FIG

Thoughts? Worth jumping in on the hype?

Upvote 1

Read Answer Asked by Jim on July 31, 2025

• DXP Enterprises Inc. (DXPE $136.64)
  • $136.64 P/E (TTM): 25.41X Cap: $2.11B
  • View DXPE Profile
  • View Questions on DXPE

Q: Your opinion please and thank you.

Upvote 2

Read Answer Asked by Adam on July 31, 2025

• Tennessee Valley Authority (TVE $23.80)
  • $23.80 Cap: $1.03B
  • View TVE Profile
  • View Questions on TVE

Q: What appears to be the reason for the recent upward movement in TVE and is it sustainable in your opinion.Andrew.

Upvote 1

Read Answer Asked by ANDREW on July 31, 2025

Q: Hi 5i, Would you please share your opinion on FFRHX, Is it a good investment ?

Upvote 3

Read Answer Asked by Fernando on July 31, 2025

• Topicus.com Inc. (TOI $90.84)
  • $90.84 P/E (TTM): 312.2X Cap: $11.81B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: What does the market expect from TOI tomorrow?

Thx

Upvote 3

Read Answer Asked by blake on July 31, 2025

• JPMorgan Chase & Co. (JPM $282.84)
  • $282.84 P/E (TTM): 14.49X Cap: $762.82B
  • View JPM Profile
  • View Questions on JPM
• RTX Corporation (RTX $189.71)
  • $189.71 P/E (TTM): 39.28X Cap: $255.34B
  • View RTX Profile
  • View Questions on RTX

Q: I have 30000 to reinvest in a RRIF account.
I’m well diversified but wondering if I should put it all into RTX, JPM or half into each. This amount represents about 5 percent of my portfolio. Thanks.

Upvote 3

Read Answer Asked by Dennis on July 31, 2025

• Agnico Eagle Mines Limited (AEM $268.22)
  • $268.22 P/E (TTM): 20.9X Cap: $134.37B
  • View AEM Profile
  • View Questions on AEM

Q: What's expected this Q? Can I ask in advance for your take on the numbers right after AEM reports? Thx

Upvote 2

Read Answer Asked by Tom on July 31, 2025

• Surge Energy Inc. (SGY $8.94)
  • $8.94 P/E (TTM): 22.13X Cap: $883M
  • View SGY Profile
  • View Questions on SGY

Q: Your thoughts please on the latest quarter? Markets seem to like it and would you be a buyer?

Thx

Upvote 1

Read Answer Asked by blake on July 31, 2025