Investment Q&A

Q: I am looking for ideas to invest this year’s TFSA contribution plus cash I have accumulated. What top 3 names would you add to in both the BE portfolio and income portfolio? So looking for 3 names in each. I have a 5 year horizon before de-risking into retirement

TY!

Upvote 1

Read Answer Asked by Darrin on March 19, 2026

• Vitalhub Corp. (VHI $6.77)
  • $6.77 P/E (TTM): 153.33X Cap: $486M
  • View VHI Profile
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Q: Results looked good. Down 30% on this name. Is this a weed that needs to be pulled? Less than 1% of my portfolio. Thanks!

Upvote 5

Read Answer Asked by Keith on March 19, 2026

• Gildan Activewear Inc. (GIL $77.47)
  • $77.47 P/E (TTM): 22.58X Cap: $14.84B
  • View GIL Profile
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• Aritzia Inc. Subordinate Voting Shares (ATZ $109.06)
  • $109.06 Cap: $12.78B
  • View ATZ Profile
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $67.22)
  • $67.22 P/E (TTM): 49.41X Cap: $7.87B
  • View GRGD Profile
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Q: Has there been that much of a slowdown in the retail sector to have all 3 down 20%.

Upvote 5

Read Answer Asked by andrew on March 18, 2026

• Micron Technology Inc. (MU $445.79)
  • $445.79 P/E (TTM): 43.89X Cap: $519.68B
  • View MU Profile
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• NVIDIA Corporation (NVDA $178.97)
  • $178.97 P/E (TTM): 37.13X Cap: $4.38T
  • View NVDA Profile
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• Celestica Inc. (CLS $382.41)
  • $382.41 P/E (TTM): 39.65X Cap: $43.24B
  • View CLS Profile
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• Teradyne Inc. (TER $299.68)
  • $299.68 P/E (TTM): 86.28X Cap: $46.97B
  • View TER Profile
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• Nebius Group N.V. (NBIS $119.61)
  • $119.61 Cap: $28.23B
  • View NBIS Profile
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Q: I hold NVDA, CLS, TER, NBIS. Considering buying MU. How much overlap in these companies? Would you sell any based on exposure?

Thanks

Upvote 9

Read Answer Asked by Nick on March 18, 2026

Q: You've been asked for your preferred 5 equities wrt specific equities mentioned. What are your 5 preferred buys at today's prices, in order, wrt to your Balanced Equity Portfolio and ditto for your Growth P.
mille grazie...

Upvote 15

Read Answer Asked by Claus on March 18, 2026

• Kraken Robotics Inc. (PNG $9.25)
  • $9.25 P/E (TTM): 167.5X Cap: $2.94B
  • View PNG Profile
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• CareRx Corporation (CRRX $3.71)
  • $3.71 Cap: $235M
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Q: Updated opinion please

Upvote 4

Read Answer Asked by Bill on March 18, 2026

• Kelt Exploration Ltd. (KEL $9.37)
  • $9.37 P/E (TTM): 32.93X Cap: $1.86B
  • View KEL Profile
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• Thomson Reuters Corporation (TRI $127.16)
  • $127.16 P/E (TTM): 28.9X Cap: $57.26B
  • View TRI Profile
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• Cipher Pharmaceuticals Inc. (CPH $16.50)
  • $16.50 P/E (TTM): 18.49X Cap: $436M
  • View CPH Profile
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  • View Reports on CPH
• goeasy Ltd. (GSY $35.45)
  • $35.45 P/E (TTM): 2.78X Cap: $611M
  • View GSY Profile
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  • View Reports on GSY
• Capstone Copper Corp. (CS $9.76)
  • $9.76 P/E (TTM): 19.83X Cap: $7.78B
  • View CS Profile
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• Tamarack Valley Energy Ltd. (TVE $11.17)
  • $11.17 Cap: $5.30B
  • View TVE Profile
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $174.07)
  • $174.07 P/E (TTM): 28.12X Cap: $2.20B
  • View HPS.A Profile
  • View Questions on HPS.A
• Kraken Robotics Inc. (PNG $9.25)
  • $9.25 P/E (TTM): 167.5X Cap: $2.94B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Silvercorp Metals Inc. (SVM $12.86)
  • $12.86 P/E (TTM): 90.92X Cap: $3.05B
  • View SVM Profile
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• Vitalhub Corp. (VHI $6.77)
  • $6.77 P/E (TTM): 153.33X Cap: $486M
  • View VHI Profile
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  • View Reports on VHI
• Tantalus Systems Holding Inc. (GRID $4.43)
  • $4.43 Cap: $229M
  • View GRID Profile
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• Propel Holdings Inc. (PRL $17.93)
  • $17.93 P/E (TTM): 9.85X Cap: $747M
  • View PRL Profile
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• Telesat Corporation Common and Variable Voting Shares (TSAT $53.59)
  • $53.59 Cap: $1.98B
  • View TSAT Profile
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Q: Would you consider all positions in your growth portfolio still buyable today? Are there any that would make you pause if you were buying now?

Upvote 10

Read Answer Asked by Sylvia on March 18, 2026

• Tourmaline Oil Corp. (TOU $69.29)
  • $69.29 P/E (TTM): 92.78X Cap: $25.97B
  • View TOU Profile
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Q: You increased the weight in the Income portfolio yet Ryan called it a hold on 05 March BNN? Just seeking clarity. Thanks

Upvote 5

Read Answer Asked by Stephen on March 17, 2026

• MDA Space Ltd. (MDA $45.17)
  • $45.17 P/E (TTM): 51.94X Cap: $5.84B
  • View MDA Profile
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• Telesat Corporation Common and Variable Voting Shares (TSAT $53.59)
  • $53.59 Cap: $1.98B
  • View TSAT Profile
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• Electrovaya Inc. (ELVA $10.55)
  • $10.55 P/E (TTM): 83.37X Cap: $504M
  • View ELVA Profile
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Q: Hi Guys,

Please rank the following stocks in order of highest conviction, Tsat, Elva & Mda. Inside my portfolio, they are all around 1%.

Thanks

Jim

Upvote 6

Read Answer Asked by jim on March 17, 2026

• Constellation Software Inc. (CSU $2,488.80)
  • $2,488.80 P/E (TTM): 78.8X Cap: $54.41B
  • View CSU Profile
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• Thomson Reuters Corporation (TRI $127.16)
  • $127.16 P/E (TTM): 28.9X Cap: $57.26B
  • View TRI Profile
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• Topicus.com Inc. (TOI $96.09)
  • $96.09 P/E (TTM): 308.43X Cap: $12.58B
  • View TOI Profile
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  • View Reports on TOI
• Lumine Group Inc. (LMN $23.96)
  • $23.96 P/E (TTM): 96.23X Cap: $6.26B
  • View LMN Profile
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Q: Hello,

Does the brief rally followed by a pullback that these four stocks have just experienced carry any meaningful signal, in your view, is it positive or neutral?

Thanks

Upvote 16

Read Answer Asked by Charles on March 17, 2026

• Booking Holdings Inc. (BKNG $4,285.28)
  • $4,285.28 P/E (TTM): 26.74X Cap: $138.77B
  • View BKNG Profile
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• Intact Financial Corporation (IFC $248.25)
  • $248.25 P/E (TTM): 13.91X Cap: $45.29B
  • View IFC Profile
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• iShares Russell 2000 Value ETF (IWN $185.35)
  • $185.35 P/E (TTM): 14.27X Cap: $12.14B
  • View IWN Profile
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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

• Canadian National Railway Company (CNR $135.79)
  • $135.79 P/E (TTM): 18.44X Cap: $84.22B
  • View CNR Profile
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• Suncor Energy Inc. (SU $87.60)
  • $87.60 P/E (TTM): 17.31X Cap: $101.04B
  • View SU Profile
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• Enbridge Inc. (ENB $74.05)
  • $74.05 P/E (TTM): 28.29X Cap: $159.48B
  • View ENB Profile
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  • View Reports on ENB
• Canadian Natural Resources Limited (CNQ $69.80)
  • $69.80 P/E (TTM): 21.18X Cap: $140.78B
  • View CNQ Profile
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• Loblaw Companies Limited (L $61.69)
  • $61.69 P/E (TTM): 12.17X Cap: $74.17B
  • View L Profile
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• Dollarama Inc. (DOL $183.12)
  • $183.12 P/E (TTM): 41.43X Cap: $51.90B
  • View DOL Profile
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• Fortis Inc. (FTS $77.12)
  • $77.12 P/E (TTM): 22.87X Cap: $40.09B
  • View FTS Profile
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• Cameco Corporation (CCO $145.91)
  • $145.91 P/E (TTM): 126.24X Cap: $65.43B
  • View CCO Profile
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• Wheaton Precious Metals Corp. (WPM $164.84)
  • $164.84 P/E (TTM): 62.55X Cap: $80.24B
  • View WPM Profile
  • View Questions on WPM
• Tourmaline Oil Corp. (TOU $69.29)
  • $69.29 P/E (TTM): 92.78X Cap: $25.97B
  • View TOU Profile
  • View Questions on TOU
• Kelt Exploration Ltd. (KEL $9.37)
  • $9.37 P/E (TTM): 32.93X Cap: $1.86B
  • View KEL Profile
  • View Questions on KEL
• Agnico Eagle Mines Limited (AEM $250.81)
  • $250.81 P/E (TTM): 23.79X Cap: $134.65B
  • View AEM Profile
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• Alimentation Couche-Tard Inc. (ATD $76.20)
  • $76.20 P/E (TTM): 22.18X Cap: $72.28B
  • View ATD Profile
  • View Questions on ATD
• Capstone Copper Corp. (CS $9.76)
  • $9.76 P/E (TTM): 19.83X Cap: $7.78B
  • View CS Profile
  • View Questions on CS
• Tamarack Valley Energy Ltd. (TVE $11.17)
  • $11.17 Cap: $5.30B
  • View TVE Profile
  • View Questions on TVE
• Hydro One Limited (H $58.88)
  • $58.88 P/E (TTM): 27.62X Cap: $35.73B
  • View H Profile
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• TerraVest Industries Inc. (TVK $137.13)
  • $137.13 Cap: $3.03B
  • View TVK Profile
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  • View Reports on TVK
• Nutrien Ltd. (NTR $104.93)
  • $104.93 P/E (TTM): 36.77X Cap: $51.70B
  • View NTR Profile
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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 21

Read Answer Asked by Alex on March 16, 2026

• Cipher Pharmaceuticals Inc. (CPH $16.50)
  • $16.50 P/E (TTM): 18.49X Cap: $436M
  • View CPH Profile
  • View Questions on CPH
  • View Reports on CPH

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

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

Upvote 5

Read Answer Asked by Valerie on March 16, 2026

• Xylem Inc. New (XYL $119.91)
  • $119.91 P/E (TTM): 31.06X Cap: $29.08B
  • View XYL Profile
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• Itron Inc. (ITRI $92.01)
  • $92.01 P/E (TTM): 14.18X Cap: $4.12B
  • View ITRI Profile
  • View Questions on ITRI
• Tantalus Systems Holding Inc. (GRID $4.43)
  • $4.43 Cap: $229M
  • View GRID Profile
  • View Questions on GRID

Q: will Trilliant Technologies (may do an IPO) be a major competitor to GRID ? who else are competitors to GRID thanks Richard

Upvote 5

Read Answer Asked by richard on March 13, 2026

• Haivision Systems Inc. (HAI $8.35)
  • $8.35 Cap: $229M
  • View HAI Profile
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Q: Peter; Can you update your thoughts on HAI after they reported
today? Thanks,
Rod

Upvote 4

Read Answer Asked by Rodney on March 13, 2026

• Agnico Eagle Mines Limited (AEM $250.81)
  • $250.81 P/E (TTM): 23.79X Cap: $134.65B
  • View AEM Profile
  • View Questions on AEM
• Hydro One Limited (H $58.88)
  • $58.88 P/E (TTM): 27.62X Cap: $35.73B
  • View H Profile
  • View Questions on H
• Vertiv Holdings LLC Class A (VRT $267.13)
  • $267.13 P/E (TTM): 78.71X Cap: $101.27B
  • View VRT Profile
  • View Questions on VRT
• GE Vernova Inc. (GEV $862.68)
  • $862.68 P/E (TTM): 47.71X Cap: $231.38B
  • View GEV Profile
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Q: please provide top 2 picks for. 1. AI halo stocks. 2. NON AI halo stocks objective is capital appreciation thanks Richard

Upvote 9

Read Answer Asked by richard on March 13, 2026

• BRP Inc. Subordinate Voting Shares (DOO $84.05)
  • $84.05 Cap: $6.24B
  • View DOO Profile
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• ADF Group Inc. Subordinate Voting Shares (DRX $8.84)
  • $8.84 P/E (TTM): 9.05X Cap: $256M
  • View DRX Profile
  • View Questions on DRX

Q: Hi team,
I’m revisiting my portfolio. Would you be kind enough to review DOO and DRX. Not so popular stocks these days but considering adding to both. Thanks.

Upvote 3

Read Answer Asked by Denise on March 13, 2026

• Nutrien Ltd. (NTR $104.93)
  • $104.93 P/E (TTM): 36.77X Cap: $51.70B
  • View NTR Profile
  • View Questions on NTR

Q: Hello 5i
Do you think the Strait of Hormuz conflict will push fertilizer prices higher globally and thus aid NTR? If so to what extent?
Thank you
Dave

Upvote 6

Read Answer Asked by Dave on March 12, 2026

Q: when will the Feb 2026 coverage update be available and would it be possible to add a market cap column?

Upvote 4

Read Answer Asked by Rob on March 11, 2026