Investment Q&A

• NexGen Energy Ltd. (NXE $16.90)
  • $16.90 Cap: $11.17B
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• Cameco Corporation (CCO $163.76)
  • $163.76 P/E (TTM): 177.63X Cap: $71.32B
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• Denison Mines Corp. (DML $5.34)
  • $5.34 Cap: $4.82B
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• Ur-Energy Inc. (URE $2.26)
  • $2.26 Cap: $869M
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• Energy Fuels Inc (UUUU $21.00)
  • $21.00 Cap: $4.71B
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• Uranium Energy Corp. (UEC $14.82)
  • $14.82 Cap: $6.83B
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Q: I would like your top 3-5 plays in the uranium-related space in both Canada and in the US, including small and large cap companies. A brief comment supporting your choices would be appreciated. Thanks.

Upvote 8

Read Answer Asked by Dona on March 16, 2026

• TransAlta Corporation (TA $18.73)
  • $18.73 Cap: $5.56B
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.93)
  • $63.93 P/E (TTM): 83.96X Cap: $143.01B
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Q: Is this a good time for Brookfield to takeover TA?

Upvote 8

Read Answer Asked by Robert on March 16, 2026

• Amazon.com Inc. (AMZN $248.50)
  • $248.50 P/E (TTM): 34.73X Cap: $2.67T
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• Booking Holdings Inc. (BKNG $185.69)
  • $185.69 P/E (TTM): 1.09X Cap: $147.03B
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• Starbucks Corporation (SBUX $98.34)
  • $98.34 P/E (TTM): 82.06X Cap: $112.03B
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• Uber Technologies Inc. (UBER $77.28)
  • $77.28 P/E (TTM): 15.41X Cap: $157.87B
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Q: Could you give me an update on your view on Starbucks since your last comments 8 months ago. I m holding it in an RRSP account and I am reviewing for maybe a better large cap consumer discretionary stock is you can suggest 2-3 .

Upvote 3

Read Answer Asked by Olivier on March 16, 2026

• Hemisphere Energy Corporation (HME $2.75)
  • $2.75 P/E (TTM): 9.0X Cap: $260M
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• Suncor Energy Inc. (SU $86.31)
  • $86.31 P/E (TTM): 18.02X Cap: $102.44B
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• Imperial Oil Limited (IMO $171.54)
  • $171.54 P/E (TTM): 27.12X Cap: $82.95B
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• Canadian Natural Resources Limited (CNQ $62.91)
  • $62.91 P/E (TTM): 12.15X Cap: $131.22B
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• Tourmaline Oil Corp. (TOU $60.64)
  • $60.64 P/E (TTM): 84.04X Cap: $23.47B
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• Whitecap Resources Inc. (WCP $14.48)
  • $14.48 P/E (TTM): 14.01X Cap: $17.57B
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• Tamarack Valley Energy Ltd. (TVE $11.11)
  • $11.11 Cap: $5.37B
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Q: Could you please list your top 5 Cdn oil stocks in order of preference. Thnks

Upvote 13

Read Answer Asked by Dennis on March 16, 2026

• Boyd Group Services Inc. (BYD $170.01)
  • $170.01 P/E (TTM): 151.6X Cap: $4.73B
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Q: Could have I an update on your views of Boyd group. Its hold in a RRSP. Would you suggest 1-2 companies with better or same risk profile you would suggest to switch for if you think that’s a good idea .

Upvote 3

Read Answer Asked by Olivier on March 16, 2026

• Premium Brands Holdings Corporation (PBH $83.63)
  • $83.63 P/E (TTM): 56.98X Cap: $4.36B
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Q: Could have I an update on your views of PBH. Its hold in a RRSP. Would you suggest 1-2 companies with better or same risk profile you would suggest to switch for if you think that’s a good idea .

Upvote 4

Read Answer Asked by Olivier on March 16, 2026

• Kraken Robotics Inc. (PNG $8.45)
  • $8.45 P/E (TTM): 141.67X Cap: $2.59B
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Q: Is PNG buy at this time? If so how much of a weighting would you give it?

Thanks

Upvote 7

Read Answer Asked on March 16, 2026

• Tenaz Energy Corp. (TNZ $62.29)
  • $62.29 Cap: $1.99B
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Q: Hello Wonder Team at 5i. Could I ask your thoughts on Tenaz Energy, they seem to have gone straight up into earnings coinciding w Iran conflict. How did the earnings report look, would you be comfortable owning it here (around $55). What would be a reasonable price? Am I correct in assuming price is correlated to European Natural Gas Benchmark TTF prices? And a final "long shot" question - if the Ras Laffan Nat Gas facility in Qatar continues to suspend operations, will this bode well for the share price of Tenaz? Thank you for your thoughts and impressions on where the share price might be going next. Much appreciated. Gord

Upvote 2

Read Answer Asked by gord on March 16, 2026

• Meta Platforms Inc. (META $671.58)
  • $671.58 P/E (TTM): 28.2X Cap: $1.69T
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• IREN Limited (IREN $48.82)
  • $48.82 P/E (TTM): 76.91X Cap: $16.22B
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• Nebius Group N.V. (NBIS $166.77)
  • $166.77 Cap: $39.70B
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Q: Has been getting a lot of positive news and contract wins. Thoughts on the META deal?

Seems the market is looking at the company as just an AI infrastructure play but they have many other lines of business that is not being taken into account.

I own both names and based on the momentum of NBIS does it make sense to sell IREN and consolidate? This will not impact position size materially of NBIS. Just seems like NBIS is more of a better quality business overall.

Upvote 3

Read Answer Asked by Sal on March 16, 2026

• Meta Platforms Inc. (META $671.58)
  • $671.58 P/E (TTM): 28.2X Cap: $1.69T
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• Nebius Group N.V. (NBIS $166.77)
  • $166.77 Cap: $39.70B
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Q: Can you comment on the new Nebius / Meta deal please? Is this one of the further contracts that were expected after the Microsoft deal in September? Does it change your outlook for the company? Or is it more of a confirmation. Thanks.

Upvote 5

Read Answer Asked by Martin on March 16, 2026

• Applied Materials Inc. (AMAT $394.26)
  • $394.26 P/E (TTM): 40.5X Cap: $312.88B
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• Lam Research Corporation (LRCX $265.16)
  • $265.16 P/E (TTM): 55.94X Cap: $331.12B
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• NVIDIA Corporation (NVDA $198.87)
  • $198.87 P/E (TTM): 40.1X Cap: $4.83T
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• Rockwell Automation Inc. (ROK $397.40)
  • $397.40 P/E (TTM): 46.37X Cap: $44.65B
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• Tesla Inc. (TSLA $391.95)
  • $391.95 P/E (TTM): 337.22X Cap: $1.47T
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• Advanced Micro Devices Inc. (AMD $258.12)
  • $258.12 P/E (TTM): 96.25X Cap: $420.82B
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• Teradyne Inc. (TER $364.96)
  • $364.96 P/E (TTM): 105.33X Cap: $57.13B
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• ON Semiconductor Corporation (ON $72.43)
  • $72.43 P/E (TTM): 248.45X Cap: $28.48B
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• ASML Holding N.V. (ASML $1,481.77)
  • $1,481.77 P/E (TTM): 67.3X Cap: $571.10B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $375.10)
  • $375.10 P/E (TTM): 53.96X Cap: $1.94T
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Q: Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots.

Who really knows, what's your opinion on that.

If something like that did happen, which companys would you be investing in now?

Or is it early?

Thank you.

Upvote 10

Read Answer Asked by Ross on March 16, 2026

• Booking Holdings Inc. (BKNG $185.69)
  • $185.69 P/E (TTM): 1.09X Cap: $147.03B
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• Intact Financial Corporation (IFC $258.97)
  • $258.97 P/E (TTM): 13.84X Cap: $46.26B
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• iShares Russell 2000 Value ETF (IWN $201.93)
  • $201.93 P/E (TTM): 14.27X Cap: $13.03B
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Q: Good Day 5i,
Are the following companies/ETF a buy, sell or hold?
Thanks

Upvote 3

Read Answer Asked by Marco on March 16, 2026

Q: What does comms stand for in your market model?
Thanks

Upvote 2

Read Answer Asked by Mary on March 16, 2026

• Canadian National Railway Company (CNR $150.97)
  • $150.97 P/E (TTM): 20.34X Cap: $92.20B
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• Suncor Energy Inc. (SU $86.31)
  • $86.31 P/E (TTM): 18.02X Cap: $102.44B
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• Enbridge Inc. (ENB $72.30)
  • $72.30 P/E (TTM): 22.26X Cap: $157.78B
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• Canadian Natural Resources Limited (CNQ $62.91)
  • $62.91 P/E (TTM): 12.15X Cap: $131.22B
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• Loblaw Companies Limited (L $62.19)
  • $62.19 P/E (TTM): 11.71X Cap: $73.08B
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• Dollarama Inc. (DOL $174.38)
  • $174.38 P/E (TTM): 37.26X Cap: $47.59B
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• Fortis Inc. (FTS $78.15)
  • $78.15 P/E (TTM): 22.46X Cap: $39.78B
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• Cameco Corporation (CCO $163.76)
  • $163.76 P/E (TTM): 177.63X Cap: $71.32B
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• Wheaton Precious Metals Corp. (WPM $203.05)
  • $203.05 P/E (TTM): 45.4X Cap: $92.19B
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• Tourmaline Oil Corp. (TOU $60.64)
  • $60.64 P/E (TTM): 84.04X Cap: $23.47B
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• Kelt Exploration Ltd. (KEL $8.61)
  • $8.61 P/E (TTM): 28.33X Cap: $1.72B
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• Agnico Eagle Mines Limited (AEM $294.70)
  • $294.70 P/E (TTM): 24.65X Cap: $147.64B
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• Alimentation Couche-Tard Inc. (ATD $78.10)
  • $78.10 P/E (TTM): 20.33X Cap: $71.74B
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• Capstone Copper Corp. (CS $12.85)
  • $12.85 P/E (TTM): 22.61X Cap: $9.81B
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• Tamarack Valley Energy Ltd. (TVE $11.11)
  • $11.11 Cap: $5.37B
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• Hydro One Limited (H $58.27)
  • $58.27 P/E (TTM): 26.23X Cap: $34.94B
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• TerraVest Industries Inc. (TVK $121.86)
  • $121.86 Cap: $2.64B
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• Nutrien Ltd. (NTR $100.80)
  • $100.80 P/E (TTM): 33.63X Cap: $48.72B
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Q: In a stagflationary scenario. what sectors and specific stocks within those sectors would make the most sense? Thank-you.

Upvote 22

Read Answer Asked by Alex on March 16, 2026

• Cipher Pharmaceuticals Inc. (CPH $19.25)
  • $19.25 P/E (TTM): 13.4X Cap: $486M
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Q: Clearly the Street was very impressed with CPH's Q4 and YE earnings that were released on Friday (up 17% despite another tough day in the markets). As always, I would appreciate your view.

Upvote 3

Read Answer Asked by karl on March 16, 2026

• Miscellaneous (MISC)
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Q: Can you please provide a brief commentary on how you think AI will evolve in the next 5 years (economy, labor market, possible deflation and change in economic model projected by some). I know its a hot topics that can fill books. I am just wondering about your insights. Thank you!

Upvote 11

Read Answer Asked by Pierre on March 16, 2026

• Athabasca Oil Corporation (ATH $10.94)
  • $10.94 P/E (TTM): 21.71X Cap: $5.24B
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Q: Would 5I be comfortable buying oil stock at the present time.
Thanks in advance
Rick

Upvote 3

Read Answer Asked by Rick on March 16, 2026

Q: What's changed with the portfolios?
This would be helpful.

Upvote 5

Read Answer Asked by Valerie on March 16, 2026

• Amazon.com Inc. (AMZN $248.50)
  • $248.50 P/E (TTM): 34.73X Cap: $2.67T
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Q: Can you please provide commentary on why Amazon is issuing bond specifically for its AI investments considering its liquidity position and size and quality of its balance sheet?

Upvote 5

Read Answer Asked by Pierre on March 16, 2026

• CRH PLC (CRH $116.21)
  • $116.21 P/E (TTM): 24.28X Cap: $79.03B
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Q: What is your opinion of this Materials company and would you consider it best-of-breed in the sector? Thanks...

Upvote 1

Read Answer Asked by Michael on March 16, 2026