Investment Q&A

• Sagen MI Canada Inc. Class A Preferred Shares Series 1 (MIC.PR.A $22.90)
  • $22.90 Cap: $23M
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• Brookfield Business Corporation Class A Subordinate Voting Shares (BBUC $46.87)
  • $46.87 P/E (TTM): 19.67X Cap: $9.55B
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Q: seems to remain a hidden gem. past performance looks good going forward, what is your opinion

Upvote 3

Read Answer Asked by terrance on April 29, 2026

• Global X Defense Tech ETF (SHLD $67.53)
  • $67.53 P/E (TTM): 39.83X Cap: $8.09B
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• Select STOXX Europe Aerospace & Defense ETF (EUAD $41.12)
  • $41.12 P/E (TTM): 211.93X Cap: $1.26B
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Q: I am thinking of adding to my defense sector exposure. I own SHLD which is 60% US stocks. With Europe's desire to purchase more defense equippment at home would it make sense to start a new position in EUAD (100% European stocks) instead of adding to SHLD? SHLD has performed better over the last year and the US will have to replenish the armaments it burned in Iran, but US firms might expect fewer orders from Europe.

Upvote 3

Read Answer Asked by Ken on April 29, 2026

• Sportradar Group AG (SRAD $13.43)
  • $13.43 Cap: $4.05B
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Q: Can you please comment on SRAD short report, earnings, and conference call? What is your outlook for the company?

Upvote 2

Read Answer Asked by Gregory on April 29, 2026

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $47.19)
  • $47.19 P/E (TTM): 1.18X Cap: $9.72B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $48.60)
  • $48.60 P/E (TTM): 6.04X Cap: $3.99B
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Q: I'd like to increase exposure to markets outside of the US and Canada. I currently have VEE and VIU.

Would you add to these or are there other ETFs that would complement these?

Upvote 9

Read Answer Asked by Valerie on April 29, 2026

• Advantage Energy Ltd. (AAV $10.42)
  • $10.42 P/E (TTM): 34.9X Cap: $1.72B
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• Birchcliff Energy Ltd. (BIR $6.61)
  • $6.61 P/E (TTM): 26.71X Cap: $1.79B
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• Kelt Exploration Ltd. (KEL $10.17)
  • $10.17 P/E (TTM): 33.17X Cap: $2.04B
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Q: with the takeover of Arc by shell, I am wondering if other Montney operations become targets. How would you rate these three or are there others you could mention?

Upvote 6

Read Answer Asked by hal on April 29, 2026

• Micron Technology Inc. (MU $640.20)
  • $640.20 P/E (TTM): 25.6X Cap: $650.08B
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• Teradyne Inc. (TER $357.10)
  • $357.10 P/E (TTM): 99.54X Cap: $52.82B
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Q: Hi Peter,
Please comment on TER's quarterly result reported on Apr 28. If you have to choose only one to buy, either TER or MU, at todays' valuations, for maximum capital gain for a 2 years hold, which one would you choose and why. Thanks.

Upvote 11

Read Answer Asked by Willie on April 29, 2026

• Teradyne Inc. (TER $357.10)
  • $357.10 P/E (TTM): 99.54X Cap: $52.82B
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• Globus Medical Inc. Class A (GMED $90.03)
  • $90.03 P/E (TTM): 23.18X Cap: $12.29B
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• Amkor Technology Inc. (AMKR $76.71)
  • $76.71 P/E (TTM): 47.08X Cap: $17.50B
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• Innovative Solutions and Support Inc. (ISSC $20.69)
  • $20.69 P/E (TTM): 20.3X Cap: $378M
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• Spero Therapeutics Inc. (SPRO $2.42)
  • $2.42 P/E (TTM): 16.53X Cap: $143M
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• Puma Biotechnology Inc (PBYI $7.35)
  • $7.35 P/E (TTM): 12.28X Cap: $381M
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• PDF Solutions Inc. (PDFS $46.35)
  • $46.35 Cap: $1.59B
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• Allegro MicroSystems Inc. (ALGM $49.68)
  • $49.68 Cap: $8.16B
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• Tattooed Chef Inc. (TTCF)
  • Cap: $24M
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• iRadimed Corporation (IRMD $85.86)
  • $85.86 P/E (TTM): 49.8X Cap: $1.11B
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• Aurinia Pharmaceuticals Inc (AUPH $16.04)
  • $16.04 P/E (TTM): 7.38X Cap: $1.98B
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Q: How would you rank the above companies from 1 to 10 from an buyer's point of view?

Upvote 2

Read Answer Asked by Imtiaz on April 29, 2026

• MDA Space Ltd. (MDA $41.62)
  • $41.62 P/E (TTM): 50.0X Cap: $5.83B
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Q: Mda has dropped straight down 20% for no apparent reason.Whats the problem?

Upvote 6

Read Answer Asked by Kim on April 29, 2026

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $36.54)
  • $36.54 P/E (TTM): 28.75X Cap: $5.61B
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Q: I ve held this stock in my RRSP for a little growth and dividend for 10 years. I already have DIR.UN. is there a good replacement.

Thanks

Upvote 4

Read Answer Asked by Greg on April 29, 2026

• Akita Drilling Ltd. Class A Non-Voting Shares (AKT.A $4.70)
  • $4.70 P/E (TTM): 12.36X Cap: $177M
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Q: How transformative is Akita's integration of Paramount Ressources and the end of the dual share classes? Would you be a buyer here? I hold near 4% in my portfolio, should I trim or hold?

Upvote 1

Read Answer Asked by Patrik on April 29, 2026

Q: As details become available regarding the Canadian Strong Fund, we would welcome 5i opinions on how this development can impact investment strategies and potential opportunities. Please answer when sufficient information is released by PM Carney and team.

Upvote 10

Read Answer Asked by John on April 29, 2026

• Almonty Industries Inc. (AII $27.30)
  • $27.30 Cap: $7.49B
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Q: Almonty Industries has a market cap of about $8 billion. Do you have any forecasts or projections of the amount of tungsten they expect to be able to mine from the Sangdong mine? What is the timeline to full operations for the mine? Does the expected production justify the valuation of the stock?

Upvote 5

Read Answer Asked by Dan on April 29, 2026

• Visa Inc. (V $322.03)
  • $322.03 P/E (TTM): 30.8X Cap: $619.20B
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Q: Your thoughts on Visa's recent quarter and impressions going forward. Thanks.
Robert

Upvote 7

Read Answer Asked by Robert on April 29, 2026

• Wheaton Precious Metals Corp. (WPM $170.70)
  • $170.70 P/E (TTM): 38.1X Cap: $76.74B
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• TMX Group Limited (X $55.73)
  • $55.73 P/E (TTM): 37.23X Cap: $15.57B
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• Sherritt International Corporation (S $0.25)
  • $0.25 Cap: $131M
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• Global X Lithium & Battery Tech ETF (LIT $88.45)
  • $88.45 P/E (TTM): 1.02X Cap: $2.04B
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Q: I listened to Chris's top picks on Market Call a couple weeks ago. One being TSX and another gentleman had mentioned it yesterday as well.
I now see it at times as a recommendation at 5i. Is this a higher conviction profitable investment for 3-5 year time frame after the Aussie additions?
Also do we have any profitable Cobalt miners or an ETF in Canada to invest in?
Thanks in advance. David

Upvote 3

Read Answer Asked by David on April 29, 2026

• Teradyne Inc. (TER $357.10)
  • $357.10 P/E (TTM): 99.54X Cap: $52.82B
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Q: Would you hang on to TER with the downbeat guidance? Other thoughts on earnings?

Upvote 2

Read Answer Asked by Judith on April 29, 2026

• GO Residential Real Estate Investment Trust Trust Units (GO.U $10.40)
  • $10.40 Cap: $579M
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Q: With the price drop since it’s IPO, do you think it is fairly valued now or has more downside ahead?

Upvote 2

Read Answer Asked by Mark on April 29, 2026

Q: Good morning, regarding the answer that you provided to Dennis that references diversification and the amount of stocks one could hold, is this taking into account potentially all three accounts (RRSP, TFSA, non reg)? You suggested 15 stocks may be enough for proper diversification. I'm assuming this is spread among all accounts?

Regards
Seamus

Upvote 12

Read Answer Asked by Seamus on April 28, 2026

• Enbridge Inc. (ENB $74.87)
  • $74.87 P/E (TTM): 22.74X Cap: $162.58B
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Q: Your thoughts please on the Enbridge news with the new pipeline?

Thx

Upvote 9

Read Answer Asked by blake on April 28, 2026

• Zoomd Technologies Ltd. (ZOMD $0.55)
  • $0.55 P/E (TTM): 2.3X Cap: $56M
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Q: Your take on the fourth quarter results?

Upvote 4

Read Answer Asked by Rick on April 28, 2026

• Keyera Corp. (KEY $49.11)
  • $49.11 P/E (TTM): 28.09X Cap: $12.14B
  • View KEY Profile
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Q: Hello Peter
one of the speakers on BNN made Key his past pick and has done well
he seems to prefer Key.ca over some of the Cdn pipelines like ENB TRP and PPL
Keyera has out performed the above pipelines in the last year or so
should I start a partial position in Keyera or add to my pipelines with any pullback, thank you
Michael

Upvote 5

Read Answer Asked by Michael on April 28, 2026