Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $90.41)
  • $90.41 P/E (TTM): 12.12X Cap: $19.41B
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• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.88X Cap: $51.74B
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• Descartes Systems Group Inc. (The) (DSG $99.45)
  • $99.45 P/E (TTM): 40.37X Cap: $8.55B
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• Kinaxis Inc. (KXS $144.74)
  • $144.74 P/E (TTM): 42.69X Cap: $4B
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• Open Text Corporation (OTEX $31.51)
  • $31.51 P/E (TTM): 13.39X Cap: $7.89B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.48)
  • $173.48 P/E (TTM): 134.78X Cap: $226.23B
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Q: Do you have a more recent update on DOCCKS than January 2025

Upvote 9

Read Answer Asked by Eric on January 08, 2026

• StorageVault Canada Inc. (SVI $4.32)
  • $4.32 Cap: $1.57B
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• FirstService Corporation (FSV $179.90)
  • $179.90 P/E (TTM): 41.13X Cap: $8.26B
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• Altus Group Limited (AIF $46.01)
  • $46.01 P/E (TTM): 5.68X Cap: $1.83B
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• CBRE Group Inc Class A (CBRE $141.81)
  • $141.81 P/E (TTM): 36.83X Cap: $41.52B
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Q: What is your updated opinion now after their unveiling of the value creation plan and substantial issuer bid? Worth holding for now?

Upvote 3

Read Answer Asked by Raymond on January 07, 2026

• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
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Q: Hi Peter and team,

What would you attribute the drop in GLXY's price since November 2025 to? Was it profit taking or something more fundamental? Do you see it as a hold, sell or buy ?
Thanks,
Harry

Upvote 9

Read Answer Asked by Harry on January 07, 2026

• Zedcor Inc. (ZDC $6.47)
  • $6.47 P/E (TTM): 323.5X Cap: $717M
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Q: Is it possible that yesterday's announcement by Amazon of their entry into Zedcor's market causing the spike down?

Upvote 7

Read Answer Asked by sandy on January 07, 2026

• Zedcor Inc. (ZDC $6.47)
  • $6.47 P/E (TTM): 323.5X Cap: $717M
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Q: Hi team,
I read the zdc update this morning and thought it sounded great . Then the stock drops like a rock…what did I miss? What’s your take on the dip and company update ?

Thanks ,
Shane

Upvote 10

Read Answer Asked by Shane on January 07, 2026

• Tantalus Systems Holding Inc. (GRID $6.35)
  • $6.35 Cap: $355M
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• Electrovaya Inc. (ELVA $12.90)
  • $12.90 P/E (TTM): 93.21X Cap: $619M
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Q: Hi Team,
I am looking for a tfsa candidate to play the secular growing demand in the north American electricity grid. Would Grid fit the bill here? The company seems to be doing well, and with a smaller 240mil market cap it seems that there could be multi bagger opportunity here over the next decade, would your agree? If you do not see Grid as a top pick today, do you have a couple alternative suggestions for a high conviction growth stock for this years tfsa contribution?

Thanks,
Shane.

Upvote 7

Read Answer Asked by Shane on January 06, 2026

• Finning International Inc. (FTT $99.40)
  • $99.40 P/E (TTM): 20.16X Cap: $13B
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Q: You’re thoughts on finning

Upvote 6

Read Answer Asked on January 06, 2026

• Dollarama Inc. (DOL $174.00)
  • $174.00 P/E (TTM): 36.71X Cap: $47.48B
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• Celestica Inc. (CLS $569.51)
  • $569.51 P/E (TTM): 57.39X Cap: $65.47B
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• Toromont Industries Ltd. (TIH $217.38)
  • $217.38 P/E (TTM): 35.81X Cap: $17.72B
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• Thomson Reuters Corporation (TRI $128.18)
  • $128.18 P/E (TTM): 27.81X Cap: $57.03B
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• Kraken Robotics Inc. (PNG $7.45)
  • $7.45 Cap: $2.28B
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• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
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Q: In the growth portfolio, could you list the companies you would add to in a TFSA from highest conviction to lowest. Maybe six of them,

Upvote 14

Read Answer Asked by Helen on January 06, 2026

• 5N Plus Inc. (VNP $34.96)
  • $34.96 P/E (TTM): 45.11X Cap: $3.14B
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• Tantalus Systems Holding Inc. (GRID $6.35)
  • $6.35 Cap: $355M
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Q: I hold small (less than 1%) positions in VNP and GRID. I would like to beef up the size of my holdings or sell and redistribute the funds into other positions. Would you put more money into VNP and GRID, combine the two into one holding of either VNP or GRID, or reallocate the funds. Thank you for your help with this.
David

Upvote 10

Read Answer Asked by David on January 06, 2026

• Illumina Inc. (ILMN $135.78)
  • $135.78 P/E (TTM): 24.82X Cap: $20.62B
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• Humana Inc. (HUM $233.63)
  • $233.63 P/E (TTM): 23.72X Cap: $28.04B
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• Miscellaneous (MISC)
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• Cipher Pharmaceuticals Inc. (CPH $17.86)
  • $17.86 P/E (TTM): 12.29X Cap: $451M
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• goeasy Ltd. (GSY $32.54)
  • $32.54 P/E (TTM): 2.37X Cap: $540M
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• Firan Technology Group Corporation (FTG $20.29)
  • $20.29 P/E (TTM): 44.11X Cap: $510M
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• HIVE Digital Technologies Ltd. (HIVE $3.28)
  • $3.28 Cap: $817M
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• kneat.com inc. (KSI $4.49)
  • $4.49 Cap: $431M
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• Vitalhub Corp. (VHI $8.00)
  • $8.00 P/E (TTM): 80.0X Cap: $505M
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• Sonoco Products Company (SON $50.06)
  • $50.06 P/E (TTM): 4.97X Cap: $4.94B
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• Propel Holdings Inc. (PRL $21.41)
  • $21.41 P/E (TTM): 10.89X Cap: $842M
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• Mama's Creations Inc. (MAMA $14.15)
  • $14.15 P/E (TTM): 117.92X Cap: $575M
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• Skyward Specialty Insurance Group Inc. (SKWD $45.44)
  • $45.44 P/E (TTM): 11.16X Cap: $1.99B
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• Harrow Inc Com (HROW $40.90)
  • $40.90 Cap: $1.52B
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Q: Hi,
You’ve mentioned a lot of small caps that have already had significant growth in share price. What are some small cap names that have not yet landed on everyone’s radar?

Upvote 12

Read Answer Asked by Ian on January 06, 2026

• Dollarama Inc. (DOL $174.00)
  • $174.00 P/E (TTM): 36.71X Cap: $47.48B
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• Wheaton Precious Metals Corp. (WPM $170.85)
  • $170.85 P/E (TTM): 38.1X Cap: $77.57B
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• Toromont Industries Ltd. (TIH $217.38)
  • $217.38 P/E (TTM): 35.81X Cap: $17.72B
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• Agnico Eagle Mines Limited (AEM $249.67)
  • $249.67 P/E (TTM): 20.34X Cap: $125.08B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.48)
  • $173.48 P/E (TTM): 134.78X Cap: $226.23B
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• Cipher Pharmaceuticals Inc. (CPH $17.86)
  • $17.86 P/E (TTM): 12.29X Cap: $451M
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• goeasy Ltd. (GSY $32.54)
  • $32.54 P/E (TTM): 2.37X Cap: $540M
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• Tamarack Valley Energy Ltd. (TVE $12.80)
  • $12.80 Cap: $6.19B
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• TerraVest Industries Inc. (TVK $134.59)
  • $134.59 Cap: $2.91B
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• Kraken Robotics Inc. (PNG $7.45)
  • $7.45 Cap: $2.28B
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• Silvercorp Metals Inc. (SVM $16.65)
  • $16.65 Cap: $3.66B
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• Lundin Gold Inc. (LUG $90.34)
  • $90.34 P/E (TTM): 20.02X Cap: $21.84B
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• Zedcor Inc. (ZDC $6.47)
  • $6.47 P/E (TTM): 323.5X Cap: $717M
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• Vitalhub Corp. (VHI $8.00)
  • $8.00 P/E (TTM): 80.0X Cap: $505M
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• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $90.05)
  • $90.05 P/E (TTM): 42.68X Cap: $9.88B
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Q: Hi Group please give me your top 6 sectors for 2026 (in order of preference please. Also can you give me you top 2 picks for each sector also in order of preference Lastly too late to buy gold and silver and copper what is your top picks in Gold and silver as well please assuming you recommend buy at this late date...thanks

Upvote 38

Read Answer Asked by Terence on January 05, 2026

Q: Happy New Year!

What would be your top 3 stocks from each of your Growth, Balanced, and Income portfolios if one was starting out now?

Upvote 23

Read Answer Asked by Stephen on January 05, 2026

• Miscellaneous (MISC)
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Q: Would appreciate your advice for RRSP - 15 to 20 concentrated ETF/stocks quality plus growth Portfolio for 3-5 years hold.

Upvote 16

Read Answer Asked by sam on December 29, 2025

• Tokens.com Corp. (COIN)
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• Galaxy Digital Inc. (GLXY $28.11)
  • $28.11 Cap: $10.98B
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Q: Given a preference to own one of these versus both, would you favor COIN or GLXY, and why?

Is there a case to be made for owning both …. Or neither?

Thank you

Upvote 5

Read Answer Asked by Donald on December 23, 2025

• Groupe Dynamite Inc. Subordinate voting shares (GRGD $90.05)
  • $90.05 P/E (TTM): 42.68X Cap: $9.88B
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Q: Where would you rank Groupe Dynamite Inc amongst your favourite mid cap companies ? Assuming you feel it is in fact a mid cap stock at a 9 B market cap. A reason please. +5 year hold for a TFSA.

Thank you and Happy Holidays!

Upvote 7

Read Answer Asked by Nick on December 23, 2025

• Celestica Inc. (CLS $569.51)
  • $569.51 P/E (TTM): 57.39X Cap: $65.47B
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• Vertiv Holdings LLC Class A (VRT $328.31)
  • $328.31 P/E (TTM): 96.28X Cap: $126.10B
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• Nebius Group N.V. (NBIS $154.49)
  • $154.49 Cap: $39.22B
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Q: can you talk about these stocks as investments
Thank You
Peter

Upvote 18

Read Answer Asked by Peter on December 23, 2025

• Royal Bank of Canada (RY $244.20)
  • $244.20 P/E (TTM): 16.38X Cap: $341.03B
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• Toronto-Dominion Bank (The) (TD $145.84)
  • $145.84 P/E (TTM): 11.68X Cap: $243.38B
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• Bank of Nova Scotia (The) (BNS $106.05)
  • $106.05 P/E (TTM): 20.63X Cap: $130.70B
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• Enbridge Inc. (ENB $74.58)
  • $74.58 P/E (TTM): 22.74X Cap: $162.75B
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• Sun Life Financial Inc. (SLF $98.27)
  • $98.27 P/E (TTM): 15.98X Cap: $54.44B
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• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.88X Cap: $51.74B
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• Dollarama Inc. (DOL $174.00)
  • $174.00 P/E (TTM): 36.71X Cap: $47.48B
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• Intact Financial Corporation (IFC $261.66)
  • $261.66 P/E (TTM): 14.13X Cap: $46.74B
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• Celestica Inc. (CLS $569.51)
  • $569.51 P/E (TTM): 57.39X Cap: $65.47B
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• Toromont Industries Ltd. (TIH $217.38)
  • $217.38 P/E (TTM): 35.81X Cap: $17.72B
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• Thomson Reuters Corporation (TRI $128.18)
  • $128.18 P/E (TTM): 27.81X Cap: $57.03B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.48)
  • $173.48 P/E (TTM): 134.78X Cap: $226.23B
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• Brookfield Corporation Class A Limited Voting Shares (BN $61.48)
  • $61.48 P/E (TTM): 82.26X Cap: $137.53B
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Q: We are looking to inject more growth into our TFSAs - can accept reasonable degree of risk. Looking for concentrated list 10 stocks for 3-5 year hold.

Upvote 34

Read Answer Asked by sam on December 22, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
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Q: hi, a couple of questions on GLXY: is the company making a profit now? does it have a PE and PEG ratio? approximately what percentage of the income comes from it's various sources? how much is the income related to the price of Bitcoin and/or other digital currencies"currency" concoctions?
cheers, Chris

Upvote 10

Read Answer Asked by chris on December 19, 2025

Q: Curious about how 5i adjusts their individual stock allocation in the portfolios. Do you annually take a broad look and make adjustments or do you just clip a stock if it becomes overvalued or to much within the portfolio. With the new money do you add to another stock or put the proceeds in cash.

Upvote 4

Read Answer Asked by Mark on December 19, 2025

• Manulife Financial Corporation (MFC $53.20)
  • $53.20 P/E (TTM): 17.5X Cap: $89.20B
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• Great-West Lifeco Inc. (GWO $73.55)
  • $73.55 P/E (TTM): 17.03X Cap: $66.66B
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• Sun Life Financial Inc. (SLF $98.27)
  • $98.27 P/E (TTM): 15.98X Cap: $54.44B
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Q: GWO has done extremely well this year, up over 40%, while MFC is up over 11%. SLF, though, has lagged, down about 1.5% over the past year. What explains the wide gulf in their stock performance?

Upvote 7

Read Answer Asked by John on December 18, 2025