Investment Q&A

• Palo Alto Networks Inc. (PANW $188.88)
  • $188.88 P/E (TTM): 119.63X Cap: $131.64B
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• CrowdStrike Holdings Inc. (CRWD $466.99)
  • $466.99 Cap: $117.72B
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Q: hello 5i:
Years ago, we bought PANW as, back then, you considered it a "best of breed". We are not at all unhappy with results. But in continuing the "best of breed", do you see CRWD as being sufficiently "better enough" to warrant making a trade? This is not a short term hold. Can you also comment on the possibility of CRWD being acquired (doubtful that PANW) could or would be.
thanks
Paul L

Upvote 2

Read Answer Asked by Paul on January 12, 2026

• Aris Mining Corporation (ARIS $24.10)
  • $24.10 P/E (TTM): 115.25X Cap: $4.69B
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• Allied Gold Corporation (AAUC $36.41)
  • $36.41 Cap: $4.51B
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Q: looking for your 2 favorite small cap gold companies for risk and growth, and i mid cap for risk and growth
dave

Upvote 3

Read Answer Asked by david on January 12, 2026

• Miscellaneous (MISC)
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Q: Hi Everyone!
It seems to me that Quantum computing is of great interest , having read the following: “ …last Nov. Photonic inc, Xanadu and Nord Quantique advanced to the second stage of the Quantum Benchmarking Initiative, led by the United States Defense Advanced Research Projects Agency, a military backed research program that aims to build a useable quantum computer by 2033.”
Are any of these companies considered investable by you or are there any others, or are things premature at the moment? It would be nice to get in early in a company with good potential.
Cheers,
Tamara

Upvote 2

Read Answer Asked by Tamara on January 12, 2026

• MDA Space Ltd. (MDA $30.44)
  • $30.44 P/E (TTM): 34.73X Cap: $3.72B
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• Rocket Lab Corporation (RKLB $87.90)
  • $87.90 Cap: $45.32B
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Q: I have a significant loss on MDA Space and I am looking for a somewhat similar replacement in Canada or the USA.
With appreciation,
Ed

Upvote 2

Read Answer Asked by Ed on January 12, 2026

• Toronto-Dominion Bank (The) (TD $130.65)
  • $130.65 P/E (TTM): 11.21X Cap: $223.93B
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Q: In your Jan 8th answer to Jeff you quoted TD as having 14x earnings. What is that number exactly and where did you get it please.
I

Upvote 1

Read Answer Asked by Alexandra on January 12, 2026

Q: 5i: dum question I am sure but under dividend frequency I understand m for monthly, Q for quarterly and A for annually but if you
do not mind what is the I think looks like a u?Thanks Larry

Upvote 2

Read Answer Asked by Larry on January 12, 2026

• Finning International Inc. (FTT $80.63)
  • $80.63 P/E (TTM): 15.54X Cap: $10.58B
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• ATS Corporation (ATS $41.34)
  • $41.34 Cap: $3.92B
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Q: I am currently underweight Industrials. Witch company from a long term perspective would you prefer to own.

Upvote 2

Read Answer Asked by Lynda on January 12, 2026

• Aritzia Inc. Subordinate Voting Shares (ATZ $137.75)
  • $137.75 P/E (TTM): 55.01X Cap: $15.89B
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Q: Your thoughts please on the quarter

Thx

Upvote 1

Read Answer Asked by blake on January 12, 2026

• Kraken Robotics Inc. (PNG $8.43)
  • $8.43 P/E (TTM): 131.67X Cap: $2.42B
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Q: Still a buy??

Upvote 3

Read Answer Asked by Bill on January 12, 2026

• Algonquin Power & Utilities Corp. (AQN $8.83)
  • $8.83 Cap: $6.78B
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• Descartes Systems Group Inc. (The) (DSG $123.01)
  • $123.01 P/E (TTM): 51.99X Cap: $10.47B
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Q: Hello,
Descartes Systems and Algonquin Power are starting to show positive momentum . Would this be a good time to enter the two names; if not, which one would you prefer. Sincere thanks for the ongoing advice.

Upvote 1

Read Answer Asked by umedali on January 12, 2026

Q: Is there an international small cap ETF or do I need to combine something like IWM + CGro + ACWX?

Upvote 1

Read Answer Asked by Gregory on January 12, 2026

• Tenaz Energy Corp. (TNZ $29.50)
  • $29.50 Cap: $795M
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Q: Hello 5i Team
Was there any news on Tnz stock that made the stock spike so much? I noticed that there was an analyst upgrade, but can not imagine that it would have caused a such an increase alone .
Thank you

Upvote 1

Read Answer Asked by claudio on January 12, 2026

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,609.95)
  • $2,609.95 P/E (TTM): 8.75X Cap: $55.74B
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Q: Fairfax Financial is up about 100% in two years. I see that Orla Mining Ltd. is 29.6% of the FFH portfolio, and is up about 350% in two years. Can you calculate how FFH would have performed without OLA in the portfolio?

Upvote 1

Read Answer Asked by James on January 12, 2026

• Vitalhub Corp. (VHI $9.10)
  • $9.10 P/E (TTM): 178.63X Cap: $574M
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• Tantalus Systems Holding Inc. (GRID $4.87)
  • $4.87 Cap: $246M
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• Lumine Group Inc. (LMN $26.09)
  • $26.09 P/E (TTM): 99.3X Cap: $6.71B
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• Nebius Group N.V. (NBIS $107.33)
  • $107.33 Cap: $25.55B
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Q: I am below 2% weighting in each of these companies and would like to sell one or possibly two to increase my weightings. Considering a 3 to 5 year time frame what would you sell first and what would you add to first? Please rank with some if your thoughts. Thanks. ram

Upvote 2

Read Answer Asked by Ray on January 12, 2026

• GFL Environmental Inc. Subordinate no par value (GFL $42.69)
  • $42.69 P/E (TTM): 6.46X Cap: $15.28B
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• TFI International Inc - Ordinary Shares (TFII $111.84)
  • $111.84 P/E (TTM): 29.02X Cap: $9.18B
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Q: I am currently down on GFL, and am considering replacing it with TFII in my portfolio. Do you think this is a solid move with regards to GFL’s potential compared to that of TFII.

Upvote 1

Read Answer Asked by Merrilyn on January 12, 2026

• RiverNorth Capital and Income Fund (RSF $14.62)
  • $14.62 Cap: $48M
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Q: Excepting the evidently low growth potential for this fund, why would an income investor not get 4% or so for their portfolio? Is there a Canadian fund that is its approximate equal? Thank you.

Upvote 1

Read Answer Asked by David on January 12, 2026

• Descartes Systems Group Inc. (The) (DSG $123.01)
  • $123.01 P/E (TTM): 51.99X Cap: $10.47B
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• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $176.31)
  • $176.31 P/E (TTM): 29.26X Cap: $2.85B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $45.18)
  • $45.18 P/E (TTM): 23.36X Cap: $8.23B
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• Select STOXX Europe Aerospace & Defense ETF (EUAD $48.11)
  • $48.11 P/E (TTM): 207.44X Cap: $1.29B
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Q: Happy New Year! I have held ZQQ:CA for several years and am looking switch to an unhedged fund that covers the Nasdaq 100. Is this a good time to switch or given that the US dollar is under pressure right now should I wait to make this switch? Is there an ETF you would recommend in the same category?
I am also overweight in Technology and underweight in International holdings. I hold DSG which has been in decline over the past year and was considering a swap for EUAD for the next five years. Other considerations you may suggest would be appreciated.
Thoughts?
Thank you
Dan
PS. I may have not pressed submit on a previous version of this question…. !! If so apologies for the duplication.

Upvote 1

Read Answer Asked by Dan on January 12, 2026

• Broadcom Inc. (AVGO $352.21)
  • $352.21 P/E (TTM): 72.63X Cap: $1.63T
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• Alphabet Inc. (GOOG $332.73)
  • $332.73 P/E (TTM): 32.49X Cap: $4T
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• Microsoft Corporation (MSFT $477.18)
  • $477.18 P/E (TTM): 34.09X Cap: $3.56T
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• NVIDIA Corporation (NVDA $184.94)
  • $184.94 P/E (TTM): 45.87X Cap: $4.49T
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• Constellation Software Inc. (CSU $3,327.83)
  • $3,327.83 P/E (TTM): 76.32X Cap: $70.52B
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• Celestica Inc. (CLS $436.69)
  • $436.69 P/E (TTM): 50.28X Cap: $50.23B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $233.04)
  • $233.04 P/E (TTM): 144.9X Cap: $298.03B
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• Jabil Inc. (JBL $230.58)
  • $230.58 P/E (TTM): 38.2X Cap: $23.97B
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• Uber Technologies Inc. (UBER $84.67)
  • $84.67 P/E (TTM): 10.98X Cap: $175.92B
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• Applovin Corporation (APP $658.65)
  • $658.65 P/E (TTM): 78.58X Cap: $222.59B
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• IonQ Inc. (IONQ $50.95)
  • $50.95 Cap: $17.51B
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• Nebius Group N.V. (NBIS $107.33)
  • $107.33 Cap: $25.55B
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Q: I currently own CLS, GOOG, NBIS, CSU, APP, NVDA, SHOP, AVGO, UBER, JBL, MSFT, QBTS, and IONQ in my portfolio. I would like to reduce the number of tech stocks. Can you please rank them in terms of growth potential over the next 12 months.

Upvote 3

Read Answer Asked by Merrilyn on January 12, 2026

• American Express Company (AXP $359.59)
  • $359.59 P/E (TTM): 25.22X Cap: $258.73B
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Q: Hi 5i Team; Would you continue to hold AXP or shift the funds in an area with less noise ? Thank you.

Upvote 1

Read Answer Asked by Paul on January 12, 2026

• Toromont Industries Ltd. (TIH $171.29)
  • $171.29 P/E (TTM): 28.33X Cap: $13.94B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $163.69)
  • $163.69 P/E (TTM): 24.43X Cap: $1.96B
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Q: Hi guys, which one would be the first to buy.
TIH. To or HPS-A-To
Thanks. Alnoor

Upvote 1

Read Answer Asked by Alnoor on January 12, 2026