• Costco Wholesale Corporation (COST $964.32)
  • $964.32 P/E (TTM): 55.86X Cap: $427.65B
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• Lockheed Martin Corporation (LMT $470.73)
  • $470.73 P/E (TTM): 26.05X Cap: $109.89B
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• Walmart Inc. (WMT $102.65)
  • $102.65 P/E (TTM): 42.91X Cap: $818.41B
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• Xcel Energy Inc. (XEL $72.85)
  • $72.85 P/E (TTM): 20.03X Cap: $43.08B
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• Dollarama Inc. (DOL $190.67)
  • $190.67 P/E (TTM): 42.04X Cap: $52.69B
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• Intact Financial Corporation (IFC $280.47)
  • $280.47 P/E (TTM): 22.41X Cap: $50.01B
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• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $60.24)
  • $60.24 P/E (TTM): 13.48X Cap: $322M
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• iShares S&P/TSX Capped Utilities Index ETF (XUT $30.47)
  • $30.47 P/E (TTM): 21.23X Cap: $319M
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• Consumer Staples Select Sector SPDR (XLP $80.59)
  • $80.59 P/E (TTM): 24.24X Cap: $16.04B
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• Health Care Select Sector SPDR (XLV $139.72)
  • $139.72 P/E (TTM): 23.54X Cap: $34.77B
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• Utilities Select Sector SPDR ETF (XLU $85.07)
  • $85.07 P/E (TTM): 22.8X Cap: $21.14B
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• Texas Pacific Land Corporation (TPL $938.99)
  • $938.99 P/E (TTM): 46.9X Cap: $21.58B
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• GFL Environmental Inc. subordinate voting shares (GFL $66.62)
  • $66.62 Cap: $24.20B
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• RTX Corporation (RTX $157.65)
  • $157.65 P/E (TTM): 34.07X Cap: $211.02B
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Q: Good Day 5i team... thank you for your very valuable time, answers to questions and guidance. My question is, can you list out your top 10 ETF and or Equities you see as insulation/defensible should the over bought North American equity markets begin to slide. Thank you

Upvote 17

Read Answer Asked by Edward on September 02, 2025

• Amazon.com Inc. (AMZN $229.95)
  • $229.95 P/E (TTM): 35.11X Cap: $2.45T
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• Walmart Inc. (WMT $102.65)
  • $102.65 P/E (TTM): 42.91X Cap: $818.41B
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• Roku Inc. (ROKU $96.39)
  • $96.39 Cap: $14.20B
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Q: Hello 5i
Can you give me some feedback on Roku's earnings?
What caused the large fall in stock price?
What is your take on ROKU? Is it worth investing in, or should it be avoided.

Thank you
Steve

Upvote 2

Read Answer Asked by Steve on August 12, 2025

• Walmart Inc. (WMT $102.65)
  • $102.65 P/E (TTM): 42.91X Cap: $818.41B
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• Dollarama Inc. (DOL $190.67)
  • $190.67 P/E (TTM): 42.04X Cap: $52.69B
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• Costco CDR (CAD Hedged) (COST $43.85)
  • $43.85 P/E (TTM): 57.75X Cap: $587.80B
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• Amazon.com CDR (CAD Hedged) (AMZN $26.92)
  • $26.92 P/E (TTM): 41.65X Cap: $3.40T
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Q: I have those 4 stocks; if I had to choose one to sell, which one would you choose to sell? Thank you.

Upvote 6

Read Answer Asked by ANDY on August 05, 2025