Investment Q&A

• Dollarama Inc. (DOL $201.94)
  • $201.94 P/E (TTM): 44.49X Cap: $55.81B
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• Celestica Inc. (CLS $472.52)
  • $472.52 P/E (TTM): 53.19X Cap: $54.35B
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• Thomson Reuters Corporation (TRI $179.74)
  • $179.74 P/E (TTM): 33.87X Cap: $79.95B
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• TerraVest Industries Inc. (TVK $122.75)
  • $122.75 Cap: $2.66B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $173.87)
  • $173.87 P/E (TTM): 25.35X Cap: $2.06B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $113.81)
  • $113.81 P/E (TTM): 47.4X Cap: $13.12B
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• Propel Holdings Inc. (PRL $25.49)
  • $25.49 P/E (TTM): 11.79X Cap: $1B
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Q: I have the following small/mid caps in my portfolio. Can you rate them in term of potential growth in the next 3 years, starting with most preferred to least preferred?
High volatility is acceptable and I am not concerned about sector exposure.
Thank you very much.

ATZ
CLS
DOL
HPS.A
PRL
TRI
TVK

Upvote 13

Read Answer Asked by Anh on November 05, 2025

Q: Hello 5I,
The following 6 Canadian companies compose of 30% ish of my total stock portfolio.
I know weightings are personal but would YOU be able to comment if you see any problem with these concentrated positions? Too concentrated, need to spread them out more evenly? Missing some other critical holdings to complement the holdings?

CSU - 8.73%
BN - 8.29%
ATD - 5.12%
CP - 2.15%
X - 3.77%
CNQ - 1.63%
Total: 30% ish of portfolio

Upvote 3

Read Answer Asked by Anh on November 05, 2025

• NuVista Energy Ltd. (NVA $18.71)
  • $18.71 P/E (TTM): 11.66X Cap: $3.62B
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• Ovintiv Inc. (OVV $58.00)
  • $58.00 P/E (TTM): 45.87X Cap: $14.68B
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Q: What are your thoughts on the take over offer?
I'm surprised the board has accepted such a puny premium - which, given that the offer is only 50% cash may turn out to be no premium, or worse.
What do you think might be the chances of a rival offer? What about odds of shareholder acceptance?
Thanks,

Upvote 2

Read Answer Asked by Peter on November 05, 2025

• Blackline Safety Corp. (BLN $7.00)
  • $7.00 Cap: $607M
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• Kraken Robotics Inc. (PNG $6.22)
  • $6.22 P/E (TTM): 100.0X Cap: $1.90B
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• Zedcor Inc. (ZDC $5.79)
  • $5.79 P/E (TTM): 417.86X Cap: $611M
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• Vitalhub Corp. (VHI $9.08)
  • $9.08 P/E (TTM): 188.43X Cap: $573M
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• Zoomd Technologies Ltd. (ZOMD $1.27)
  • $1.27 P/E (TTM): 6.06X Cap: $128M
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Q: Hello 5i Team

If we get a correct in the market would you have concerns with the above stocks. Would they still be a long term hold?
Thanks

Upvote 10

Read Answer Asked by claudio on November 05, 2025

• MCAN Mortgage Corporation (MKP $22.69)
  • $22.69 P/E (TTM): 13.61X Cap: $911M
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Q: Hello 5i Guys

I'm looking for income (not worried about growth) and see MKP pays a nice dividend. Interest Rates are trending lower so maybe mortgage renewals won't be terrible.

What's your opinion of MKP for stability and (somewhat) consistency on the dividend for an income investor.

Thanks
Ken

Upvote 3

Read Answer Asked by Kenneth on November 05, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.68)
  • $219.68 P/E (TTM): 89.3X Cap: $285.86B
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• Global Payments Inc. (GPN $77.91)
  • $77.91 P/E (TTM): 11.11X Cap: $18.44B
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• Shift4 Payments Inc. Class A (FOUR $66.79)
  • $66.79 P/E (TTM): 32.34X Cap: $5.91B
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• Toast Inc. Class A (TOST $34.56)
  • $34.56 P/E (TTM): 83.54X Cap: $20.32B
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Q: Your general thoughts and analysis on Global Payments please, thanks.

Upvote 2

Read Answer Asked by MG on November 05, 2025

• Propel Holdings Inc. (PRL $25.49)
  • $25.49 P/E (TTM): 11.79X Cap: $1B
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Q: Why would PRL increase their dividend if they knew they would not meet their profit estimate ?

Upvote 6

Read Answer Asked by Allen on November 05, 2025

• Alphabet Inc. (GOOG $314.45)
  • $314.45 P/E (TTM): 31.8X Cap: $3.87T
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• Walmart Inc. (WMT $113.56)
  • $113.56 P/E (TTM): 43.27X Cap: $905.09B
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• Pinterest Inc. Class A (PINS $27.15)
  • $27.15 P/E (TTM): 9.26X Cap: $18.34B
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Q: PINS Greetings 5i, please provide your analysis of the quarterly earnings report and outlook. Do you think the market reaction is overdone?
Thank you.

Upvote 1

Read Answer Asked by Barbara on November 05, 2025

• Unity Software Inc. (U $49.04)
  • $49.04 Cap: $20.98B
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Q: Greetings 5i, please provide your analysis of the quarterly earnings report and outlook. Would you continue to hold? Thank you.

Upvote 1

Read Answer Asked by Barbara on November 05, 2025

• Stella-Jones Inc. (SJ $84.99)
  • $84.99 P/E (TTM): 14.01X Cap: $4.66B
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Q: Your thoughts please on the quarter ? Thx I believe this is covered by your reports.

Upvote 2

Read Answer Asked by blake on November 05, 2025

• Cargojet Inc. Common and Variable Voting Shares (CJT $80.25)
  • $80.25 P/E (TTM): 10.65X Cap: $1.21B
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Q: What are your thoughts about CJT most recent results? What are the prospects for this company going forward? Why is the stock falling so much?

Upvote 4

Read Answer Asked by Irwin on November 05, 2025

• Topicus.com Inc. (TOI $123.68)
  • $123.68 P/E (TTM): 1061.36X Cap: $10.26B
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• Lumine Group Inc. (LMN $28.49)
  • $28.49 P/E (TTM): 110.03X Cap: $7.31B
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Q: Which one between TOI and LMN has better potential over the next 6 months? Both have done poorly recently. Would you be a buyer of either one today?

Upvote 10

Read Answer Asked on November 05, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $36.15)
  • $36.15 Cap: $13.77B
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Q: does GLXY have enough current income to pay the current interest on its entire debt? when calculating please include the interest expense on the latest issue of convertible debt thanks Richard

Upvote 8

Read Answer Asked by richard on November 05, 2025

• Thomson Reuters Corporation (TRI $179.74)
  • $179.74 P/E (TTM): 33.87X Cap: $79.95B
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Q: How can TRI investors justify a P/e of 42X and a P/b of 5.48X

on 7% to 9% growth projection?

Upvote 6

Read Answer Asked by David on November 05, 2025

• Evolve US Equity UltraYield ETF (BIGY $24.20)
  • $24.20 P/E (TTM): 39.72X Cap: $165M
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Q: What are your thoughts on this BIGY ETF. I already own QDAY ETF. Are they both similar ETF or is it ok to own both.

Thank you for your excellent service.

Upvote 1

Read Answer Asked by Hector on November 05, 2025

• Propel Holdings Inc. (PRL $25.49)
  • $25.49 P/E (TTM): 11.79X Cap: $1B
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Q: Would you consider doubling down on this one nearing 52 week low? In a TFSA so no tax loss advantage. Or lick my wounds sell and move on?Thanks Larry

Upvote 10

Read Answer Asked by Larry on November 05, 2025

• Sportradar Group AG (SRAD $22.94)
  • $22.94 Cap: $6.86B
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Q: Could i have your analysis of results - market not impressed

Upvote 3

Read Answer Asked by Scott on November 05, 2025

• AtkinsRéalis Group Inc. (ATRL $88.45)
  • $88.45 P/E (TTM): 6.02X Cap: $14.66B
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Q: What is your opinion on Atkins Realis Group and its current valuation ? This Co seems to have a stronghold in the infrastructure space globally including expertise in Nuclear reactors market. ( with all the power/energy needs around datacentres and US Admn push for nuclear energy).

We took a small initial position, with today's market pullback.

We also own WSP Global, for a while with a 3% position.

Does it make sense to own Both with an even split or just one holding is enough for this sector ? And if so, which will be your favorite and why ?

Thank You

Upvote 4

Read Answer Asked by rajeev on November 05, 2025

• Costco Wholesale Corporation (COST $887.52)
  • $887.52 P/E (TTM): 64.23X Cap: $393.33B
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• Intuitive Surgical Inc. (ISRG $566.89)
  • $566.89 P/E (TTM): 76.0X Cap: $203.95B
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• Microsoft Corporation (MSFT $491.02)
  • $491.02 P/E (TTM): 34.36X Cap: $3.64T
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• NVIDIA Corporation (NVDA $185.55)
  • $185.55 P/E (TTM): 51.97X Cap: $4.50T
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• Eli Lilly and Company (LLY $997.59)
  • $997.59 P/E (TTM): 49.43X Cap: $943.10B
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• Walmart Inc. (WMT $113.56)
  • $113.56 P/E (TTM): 43.27X Cap: $905.09B
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• Tesla Inc. (TSLA $439.58)
  • $439.58 P/E (TTM): 303.33X Cap: $1.46T
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• CrowdStrike Holdings Inc. (CRWD $515.19)
  • $515.19 Cap: $129.87B
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• DoorDash Inc. (DASH $225.43)
  • $225.43 P/E (TTM): 113.07X Cap: $96.97B
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• Robinhood Markets Inc. (HOOD $136.43)
  • $136.43 P/E (TTM): 54.98X Cap: $122.67B
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• Howmet Aerospace Inc. (HWM $193.64)
  • $193.64 P/E (TTM): 53.8X Cap: $77.85B
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Q: What might be 10 stocks (trading on a usa exchange but not necessarily a US company) that you would suggest holding for all of 2026 as a portfolio. Thank you.

Jason

Upvote 21

Read Answer Asked by Jason on November 05, 2025

• ATS Corporation (ATS $37.66)
  • $37.66 Cap: $3.69B
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Q: Hi there, can you please give an update on ATS earnings report yesterday?

Thanks.

Upvote 3

Read Answer Asked by Robert on November 05, 2025