Investment Q&A

• Canadian Pacific Kansas City Limited (CP $110.64)
  • $110.64 P/E (TTM): 25.03X Cap: $99.66B
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• TFI International Inc. (TFII $140.34)
  • $140.34 P/E (TTM): 38.97X Cap: $11.52B
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• Magna International Inc. (MG $76.94)
  • $76.94 P/E (TTM): 19.62X Cap: $21.68B
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Q: Can you provide a list of your top 3 down trodden stocks that have faced more macro-related challenges, but still quality companies. I’m looking for companies oversold with a 2 year investment timeline.

Upvote 8

Read Answer Asked by Matt on January 02, 2026

• Talon Metals Corp. (TLO $8.47)
  • $8.47 Cap: $1.27B
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Q: Please give your assessment of the impact of the recent Lundin Mining acquisition. The markets seem to be reacting postively, but what is your take on the new CEO and the company framing itself as a "multi-asset" nickel-copper company? Has the company finally transitioned from exploration to production?

Upvote 3

Read Answer Asked by Thomas on January 02, 2026

• Sprott Physical Uranium Trust (U.UN $27.40)
  • $27.40 P/E (TTM): 2.53X Cap: $6.32B
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Q: I've seen conflicting MER numbers depending where I look. From 0% to .71%. Can you tell me what the correct MER costs are for U,UN?

Thanks,

Mike

Upvote 3

Read Answer Asked by Michael on January 02, 2026

• iShares Convertible Bond Index ETF (CVD $18.47)
  • $18.47 P/E (TTM): 35.13X Cap: $118M
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Q: Any reason for the drop in price of this ETF over the past few days? It normally doesn’t bounce around too much.

Upvote 3

Read Answer Asked by Dan on January 02, 2026

• Northern Graphite Corporation (NGC $0.23)
  • $0.23 Cap: $33M
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• Nouveau Monde Graphite Inc. (NOU $3.04)
  • $3.04 Cap: $463M
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• Black Swan Graphene Inc. (SWAN $1.01)
  • $1.01 Cap: $52M
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Q: May I please have your top three or four graphite producers that are relatively safe?
With appreciation,
Ed

Upvote 1

Read Answer Asked by Ed on January 02, 2026

• NVIDIA Corporation (NVDA $183.14)
  • $183.14 P/E (TTM): 37.97X Cap: $4.45T
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Q: What is your best and worst investing decision you have ever made and at what point in your career did this happen?

Can you name your top 5 stocks in order preferably for 2026? Long term hold

I’d also like to thank you for your incredible service. Your knowledge and experience provides this much needed calmness during moments of uncertainty. I will continue spreading the word on how amazing your service and team is.

Happy Holidays to all of your! Cheers

Upvote 39

Read Answer Asked by Nick on January 02, 2026

• Alphabet Inc. (GOOG $303.21)
  • $303.21 P/E (TTM): 28.53X Cap: $3.67T
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• Intuitive Surgical Inc. (ISRG $479.27)
  • $479.27 P/E (TTM): 62.63X Cap: $170.20B
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• NVIDIA Corporation (NVDA $183.14)
  • $183.14 P/E (TTM): 37.97X Cap: $4.45T
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• Axon Enterprise Inc. (AXON $499.40)
  • $499.40 P/E (TTM): 342.76X Cap: $40.15B
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• EnerSys (ENS $159.49)
  • $159.49 P/E (TTM): 20.1X Cap: $5.88B
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• RTX Corporation (RTX $203.04)
  • $203.04 P/E (TTM): 41.79X Cap: $273.28B
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• Nebius Group N.V. (NBIS $108.04)
  • $108.04 Cap: $26.66B
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Q: I would be interested to know what your suggestions are on US growth stocks for long term hold in a RRSP account (sectors not important).

Thank you.

Upvote 21

Read Answer Asked by Ernest on January 02, 2026

• Kraken Robotics Inc. (PNG $9.62)
  • $9.62 P/E (TTM): 166.0X Cap: $2.94B
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• Galaxy Digital Inc. Class A common stock (GLXY $28.14)
  • $28.14 Cap: $10.99B
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• Tantalus Systems Holding Inc. (GRID $4.15)
  • $4.15 Cap: $213M
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• Nebius Group N.V. (NBIS $108.04)
  • $108.04 Cap: $26.66B
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Q: what is the forward P/E for each company which offers the best growth opportunity over the next 2 years and which has the greatest risk over the next 2 years please rate in order thanks Richard

Upvote 10

Read Answer Asked by richard on January 02, 2026

• State Street Financial Select Sector SPDR ETF (XLF $48.83)
  • $48.83 P/E (TTM): 16.77X Cap: $46.45B
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• iShares S&P U.S. Financials Index ETF (XUSF $71.51)
  • $71.51 P/E (TTM): 16.33X Cap: $51M
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• BMO SPDR Financials Select Sector Index ETF (ZXLF $27.16)
  • $27.16 P/E (TTM): 16.7X Cap: $8M
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Q: Do XUSF and ZXLF track the same index in the U.S. ? If a Canadian listed ETF is just owns the US ETF (which actually owns shares), is there a double MER being charged ?

Upvote 2

Read Answer Asked by Thomas on January 02, 2026

• Graphite One Inc. (GPH $1.16)
  • $1.16 Cap: $200M
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• Celestica Inc. (CLS $361.28)
  • $361.28 P/E (TTM): 37.12X Cap: $41.53B
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• TerraVest Industries Inc. (TVK $137.28)
  • $137.28 Cap: $3.08B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $109.73)
  • $109.73 Cap: $12.66B
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• Kraken Robotics Inc. (PNG $9.62)
  • $9.62 P/E (TTM): 166.0X Cap: $2.94B
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• Vitality Products Inc. (VPI $0.03)
  • $0.03 Cap: $1M
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• Happy Belly Food Group Inc. (HBFG $1.69)
  • $1.69 Cap: $220M
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $78.60)
  • $78.60 P/E (TTM): 53.31X Cap: $8.51B
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• Broadcom CDR (CAD Hedged) (AVGO)
  • P/E (TTM): 71.61X
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• Palantir CDR (CAD Hedged) (PLTR $11.72)
  • $11.72 P/E (TTM): 240.63X Cap: $492.98B
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Q: I have small amounts of these growth stocks balanced by dividend payers, and broad market etfs. If you were to reduce this list by streamlining it, which stocks would you eliminate and why?

Upvote 4

Read Answer Asked by Graeme on January 02, 2026

• CACI International Inc. Class A (CACI $612.63)
  • $612.63 P/E (TTM): 25.91X Cap: $13.60B
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Q: what is your view of this company? what is the forward P/E v the P/E for each of the 3 preceding years thanks Richard

Upvote 1

Read Answer Asked by richard on January 02, 2026

• Miscellaneous (MISC)
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Q: Undervalued sectors, I think the CAD banks are on the high side now, thinking of rebalancing with the gains I had, but looking into what sectors are now undervalued. Any suggestions.

Upvote 8

Read Answer Asked by Tim on January 02, 2026

• Willdan Group Inc. (WLDN $79.93)
  • $79.93 P/E (TTM): 24.41X Cap: $1.23B
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Q: Hello 5I,

I stumbled across an interesting U.S. small cap in energy supporting Data Centres (the AI play) as well ancillary sectors and I wanted to get your thoughts on it - WLDN.

Merry Christmas and a Happy New Year to the 5i team for helping out all the DIY investors.

Cheers and all the best!

Peter

Upvote 3

Read Answer Asked by Peter on January 02, 2026

• Canadian Natural Resources Limited (CNQ $66.17)
  • $66.17 P/E (TTM): 20.25X Cap: $138.02B
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• Fortis Inc. (FTS $79.16)
  • $79.16 P/E (TTM): 22.33X Cap: $40.16B
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• ONEX Corporation Subordinate Voting Shares (ONEX $96.63)
  • $96.63 P/E (TTM): 8.33X Cap: $6.63B
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• TFI International Inc. (TFII $140.34)
  • $140.34 P/E (TTM): 38.97X Cap: $11.52B
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• goeasy Ltd. (GSY $35.02)
  • $35.02 P/E (TTM): 2.96X Cap: $562M
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• Brookfield Corporation Class A Limited Voting Shares (BN $52.81)
  • $52.81 P/E (TTM): 81.14X Cap: $118.57B
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Q: I would like to contribute an existing holding from my non-registered account into my TFSA in early 2026, but am unsure about which holding to contribute. Which of these do you think makes the most sense to move into my TFSA based on potential upside/income? I have a long-term 10+ year hold period. Thanks!

Upvote 6

Read Answer Asked by Matt on January 02, 2026

• VanEck Uranium Nuclear Energy ETF (NLR $140.81)
  • $140.81 P/E (TTM): 28.47X Cap: $4.75B
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Q: NLR I invested in this ETF some time ago and rode it up to its high of high of $168.12. I have now given back half of my gains. Is it time to sell?

Upvote 1

Read Answer Asked by MATHEW on January 02, 2026

• WELL Health Technologies Corp. (WELL $4.08)
  • $4.08 Cap: $1.03B
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• HealWELL AI Inc. Class A Subordinate Voting Shares (AIDX $0.90)
  • $0.90 Cap: $278M
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Q: Are either of these worth some speculative dollars?

Upvote 5

Read Answer Asked by Jim on January 02, 2026

• Fidelity Canadian Momentum ETF FCCM (FCCM $11.33)
  • $11.33 P/E (TTM): 17.46X
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Q: Can you please provide the 5Y Total Return Performance for FCCM, Fidelity Canadian Momentum ETF and provide your data source name. This ETF says it rebalances quarterly but I could not find exactly when it does. Can you please tell me the 4 rebalance dates per year.

Upvote 3

Read Answer Asked by Ian on January 02, 2026

Q: I have been a member for many years and truly appreciate the unbiased opinions I receive when asking a question as the markets evolve over the years.
Thanks again Steve

Upvote 16

Read Answer Asked by STEVE on January 02, 2026

• BitMine Immersion Technologies Inc. (BMNR $20.55)
  • $20.55 Cap: $9.57B
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Q: I understand that BMNR has a board meeting mid January. I am having trouble understanding the current situation.

Has Tom Lee changed his opinion regarding the upside potential.

Upvote 1

Read Answer Asked by Donald on January 02, 2026

• North European Oil Royality Trust (NRT $8.98)
  • $8.98 P/E (TTM): 16.48X Cap: $82M
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Q: Your thoughts on NRT please

Upvote 1

Read Answer Asked by George on January 02, 2026