Investment Q&A

• Kelt Exploration Ltd. (KEL $9.35)
  • $9.35 P/E (TTM): 32.93X Cap: $1.86B
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• Thomson Reuters Corporation (TRI $128.20)
  • $128.20 P/E (TTM): 28.9X Cap: $57.26B
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• Cipher Pharmaceuticals Inc. (CPH $16.70)
  • $16.70 P/E (TTM): 18.49X Cap: $436M
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• goeasy Ltd. (GSY $35.54)
  • $35.54 P/E (TTM): 2.78X Cap: $611M
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• Capstone Copper Corp. (CS $9.86)
  • $9.86 P/E (TTM): 19.83X Cap: $7.78B
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• Tamarack Valley Energy Ltd. (TVE $11.18)
  • $11.18 Cap: $5.30B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $173.84)
  • $173.84 P/E (TTM): 28.12X Cap: $2.20B
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• Kraken Robotics Inc. (PNG $9.14)
  • $9.14 P/E (TTM): 167.5X Cap: $2.94B
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• Silvercorp Metals Inc. (SVM $13.03)
  • $13.03 P/E (TTM): 90.92X Cap: $3.05B
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• Vitalhub Corp. (VHI $7.00)
  • $7.00 P/E (TTM): 153.33X Cap: $486M
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• Tantalus Systems Holding Inc. (GRID $4.60)
  • $4.60 Cap: $229M
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• Propel Holdings Inc. (PRL $18.01)
  • $18.01 P/E (TTM): 9.85X Cap: $747M
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• Telesat Corporation Common and Variable Voting Shares (TSAT $54.16)
  • $54.16 Cap: $1.98B
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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

• Canadian National Railway Company (CNR $136.12)
  • $136.12 P/E (TTM): 18.44X Cap: $84.22B
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• Suncor Energy Inc. (SU $87.01)
  • $87.01 P/E (TTM): 17.31X Cap: $101.04B
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• Enbridge Inc. (ENB $74.18)
  • $74.18 P/E (TTM): 28.29X Cap: $159.48B
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• Canadian Natural Resources Limited (CNQ $69.50)
  • $69.50 P/E (TTM): 21.18X Cap: $140.78B
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• Loblaw Companies Limited (L $61.87)
  • $61.87 P/E (TTM): 12.17X Cap: $74.17B
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• Dollarama Inc. (DOL $183.48)
  • $183.48 P/E (TTM): 41.43X Cap: $51.90B
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• Fortis Inc. (FTS $77.22)
  • $77.22 P/E (TTM): 22.87X Cap: $40.09B
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• Cameco Corporation (CCO $146.41)
  • $146.41 P/E (TTM): 126.24X Cap: $65.43B
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• Wheaton Precious Metals Corp. (WPM $166.38)
  • $166.38 P/E (TTM): 62.55X Cap: $80.24B
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• Tourmaline Oil Corp. (TOU $69.14)
  • $69.14 P/E (TTM): 92.78X Cap: $25.97B
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• Kelt Exploration Ltd. (KEL $9.35)
  • $9.35 P/E (TTM): 32.93X Cap: $1.86B
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• Agnico Eagle Mines Limited (AEM $253.41)
  • $253.41 P/E (TTM): 23.79X Cap: $134.65B
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• Alimentation Couche-Tard Inc. (ATD $76.53)
  • $76.53 P/E (TTM): 22.18X Cap: $72.28B
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• Capstone Copper Corp. (CS $9.86)
  • $9.86 P/E (TTM): 19.83X Cap: $7.78B
  • View CS Profile
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• Tamarack Valley Energy Ltd. (TVE $11.18)
  • $11.18 Cap: $5.30B
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• Hydro One Limited (H $58.96)
  • $58.96 P/E (TTM): 27.62X Cap: $35.73B
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• TerraVest Industries Inc. (TVK $137.81)
  • $137.81 Cap: $3.03B
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• Nutrien Ltd. (NTR $104.50)
  • $104.50 P/E (TTM): 36.77X Cap: $51.70B
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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

• Freeport-McMoRan Inc. (FCX $53.62)
  • $53.62 P/E (TTM): 38.22X Cap: $79.69B
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• Lundin Mining Corporation (LUN $30.84)
  • $30.84 Cap: $27.70B
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• Capstone Copper Corp. (CS $9.86)
  • $9.86 P/E (TTM): 19.83X Cap: $7.78B
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• Global X Copper Miners ETF (COPX $72.38)
  • $72.38 P/E (TTM): 36.56X Cap: $6.74B
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Q: Hi 5i, looking to diversify a small portion of my portfolio into copper. Can you please provide your favourite companies or ETF’s and do you think this makes sense?
Thanks

Upvote 8

Read Answer Asked by Marco on March 13, 2026

• Capstone Copper Corp. (CS $9.86)
  • $9.86 P/E (TTM): 19.83X Cap: $7.78B
  • View CS Profile
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Q: Hi team,
Capstone has seen good momentum and a return of 125% over the last 18 months.However since I've purchased it a month ago,it is down over 25%.Thinking of dollar cost averaging,but waiting for the present volatility to abade.What signals would you be looking for before making a decision to add more.I am looking at a one to two year hold on this one.
Many thanks,
Jean

Upvote 7

Read Answer Asked by Jean on March 10, 2026

• Capstone Copper Corp. (CS $9.86)
  • $9.86 P/E (TTM): 19.83X Cap: $7.78B
  • View CS Profile
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Q: With the release of the 4th Q are you more or less comfortable with this being a part of your growth portfolio?
If comfortable... would you add, bringing it up to a full position?

Upvote 6

Read Answer Asked by Harry on March 03, 2026

• Capstone Copper Corp. (CS $9.86)
  • $9.86 P/E (TTM): 19.83X Cap: $7.78B
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Q: I've got a small position in CS and I am currently down 20%. Do you still feel good about this company and would this be an opportunity to average down?
If not, would you recommend a better option?

Thanks

Upvote 4

Read Answer Asked by Rob on February 24, 2026

• Lundin Mining Corporation (LUN $30.84)
  • $30.84 Cap: $27.70B
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• Capstone Copper Corp. (CS $9.86)
  • $9.86 P/E (TTM): 19.83X Cap: $7.78B
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• Koryx Copper Inc. (KRY $2.92)
  • $2.92 Cap: $385M
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Q: Koryx Copper Inc .XTSX: KRY

Your opinion on this one, buy or not?

Thank you.

Upvote 4

Read Answer Asked by Ross on February 23, 2026

• Capstone Copper Corp. (CS $9.86)
  • $9.86 P/E (TTM): 19.83X Cap: $7.78B
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Q: How do you rate Capstone after some negative company releases?

Upvote 4

Read Answer Asked by Maurice on February 23, 2026

• OceanaGold Corporation (OGC $41.72)
  • $41.72 P/E (TTM): 12.31X Cap: $9.95B
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• Hudbay Minerals Inc. (HBM $25.58)
  • $25.58 P/E (TTM): 15.25X Cap: $10.81B
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• Pan American Silver Corp. (PAAS $66.32)
  • $66.32 P/E (TTM): 22.44X Cap: $29.96B
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• Capstone Copper Corp. (CS $9.86)
  • $9.86 P/E (TTM): 19.83X Cap: $7.78B
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• Firan Technology Group Corporation (FTG $17.64)
  • $17.64 P/E (TTM): 40.58X Cap: $459M
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• Calian Group Ltd. (CGY $76.66)
  • $76.66 Cap: $883M
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• Kraken Robotics Inc. (PNG $9.14)
  • $9.14 P/E (TTM): 167.5X Cap: $2.94B
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• Silvercorp Metals Inc. (SVM $13.03)
  • $13.03 P/E (TTM): 90.92X Cap: $3.05B
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• Aris Mining Corporation (ARIS $22.94)
  • $22.94 P/E (TTM): 115.25X Cap: $4.98B
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• MDA Space Ltd. (MDA $45.13)
  • $45.13 P/E (TTM): 51.94X Cap: $5.84B
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Q: Looking at adding to 2 areas - stocks that might benefit from increased defense spending in Canada, and stocks in the metals sector. How would you rate these stocks on a scale of 1 to 10 for a buy at this time? 10 being something you like a lot, 5 if you are indifferent, and 1 if you have zero interest in owning it. ARIS, CS, HBM, OGC, PAAS, SVM for metals and CGY, FTG, MDA, PNG for defense related.

Upvote 10

Read Answer Asked by Dan on February 20, 2026

• Capstone Copper Corp. (CS $9.86)
  • $9.86 P/E (TTM): 19.83X Cap: $7.78B
  • View CS Profile
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Q: Any reason for the decline in Capstone while other copper producers are up.

Thanks

Dave

Upvote 4

Read Answer Asked by David on February 18, 2026

• Freeport-McMoRan Inc. (FCX $53.62)
  • $53.62 P/E (TTM): 38.22X Cap: $79.69B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $65.07)
  • $65.07 P/E (TTM): 24.39X Cap: $32.95B
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• Lundin Mining Corporation (LUN $30.84)
  • $30.84 Cap: $27.70B
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• Capstone Copper Corp. (CS $9.86)
  • $9.86 P/E (TTM): 19.83X Cap: $7.78B
  • View CS Profile
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• Ivanhoe Mines Ltd. (IVN $11.11)
  • $11.11 P/E (TTM): 47.24X Cap: $16.23B
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• Global X Copper Miners ETF (COPX $72.38)
  • $72.38 P/E (TTM): 36.56X Cap: $6.74B
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• Global X Copper Producers Index ETF (COPP $48.82)
  • $48.82 P/E (TTM): 0.51X Cap: $146M
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Q: Hi 5i Team.

Looking to add some exposure to Copper in my portfolio. Can you list a few of your preferred ETF's , and miners and perhaps briefly explain those choices?

Thanks.

Upvote 8

Read Answer Asked by Andrew on February 17, 2026

• Freeport-McMoRan Inc. (FCX $53.62)
  • $53.62 P/E (TTM): 38.22X Cap: $79.69B
  • View FCX Profile
  • View Questions on FCX
• Lundin Mining Corporation (LUN $30.84)
  • $30.84 Cap: $27.70B
  • View LUN Profile
  • View Questions on LUN
• Capstone Copper Corp. (CS $9.86)
  • $9.86 P/E (TTM): 19.83X Cap: $7.78B
  • View CS Profile
  • View Questions on CS
• Ivanhoe Mines Ltd. (IVN $11.11)
  • $11.11 P/E (TTM): 47.24X Cap: $16.23B
  • View IVN Profile
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Q: I'm looking to get exposure to copper. What are your thoughts on IVN? Is this a good entry point? If not, what is your favorite copper name in this sector?

Upvote 7

Read Answer Asked by Rob on February 02, 2026

• Freeport-McMoRan Inc. (FCX $53.62)
  • $53.62 P/E (TTM): 38.22X Cap: $79.69B
  • View FCX Profile
  • View Questions on FCX
• Lundin Mining Corporation (LUN $30.84)
  • $30.84 Cap: $27.70B
  • View LUN Profile
  • View Questions on LUN
• Capstone Copper Corp. (CS $9.86)
  • $9.86 P/E (TTM): 19.83X Cap: $7.78B
  • View CS Profile
  • View Questions on CS
• Global X Copper Miners ETF (COPX $72.38)
  • $72.38 P/E (TTM): 36.56X Cap: $6.74B
  • View COPX Profile
  • View Questions on COPX

Q: Hi 5i,
With electrification of Industry etc. and the build out of data centres, would you consider this to be an okay time to invest in Copper given the recent run-up? Or wait for consolidation?
If so, what would be the best way (which stocks, etf's etc.) to invest?

Upvote 6

Read Answer Asked by Brian on February 02, 2026

• Dollarama Inc. (DOL $183.48)
  • $183.48 P/E (TTM): 41.43X Cap: $51.90B
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• Kelt Exploration Ltd. (KEL $9.35)
  • $9.35 P/E (TTM): 32.93X Cap: $1.86B
  • View KEL Profile
  • View Questions on KEL
• Capstone Copper Corp. (CS $9.86)
  • $9.86 P/E (TTM): 19.83X Cap: $7.78B
  • View CS Profile
  • View Questions on CS
• Tamarack Valley Energy Ltd. (TVE $11.18)
  • $11.18 Cap: $5.30B
  • View TVE Profile
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• 5N Plus Inc. (VNP $29.06)
  • $29.06 P/E (TTM): 40.33X Cap: $2.68B
  • View VNP Profile
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• Silvercorp Metals Inc. (SVM $13.03)
  • $13.03 P/E (TTM): 90.92X Cap: $3.05B
  • View SVM Profile
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• Tantalus Systems Holding Inc. (GRID $4.60)
  • $4.60 Cap: $229M
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $67.50)
  • $67.50 P/E (TTM): 49.41X Cap: $7.87B
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Q: What 3 would you add today. Please give rationale..

Upvote 9

Read Answer Asked by Stephen on January 30, 2026

• Capstone Copper Corp. (CS $9.86)
  • $9.86 P/E (TTM): 19.83X Cap: $7.78B
  • View CS Profile
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Q: Do you see further downside due to the strike creating a buying opportunity in CS?
With appreciation,
Ed

Upvote 6

Read Answer Asked by Ed on January 23, 2026

• Capstone Copper Corp. (CS $9.86)
  • $9.86 P/E (TTM): 19.83X Cap: $7.78B
  • View CS Profile
  • View Questions on CS

Q: I am looking for your thoughts, insight to investing in this company for mid to long term for my TFSA

Upvote 5

Read Answer Asked by Terry on January 16, 2026

• Hudbay Minerals Inc. (HBM $25.58)
  • $25.58 P/E (TTM): 15.25X Cap: $10.81B
  • View HBM Profile
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• Capstone Copper Corp. (CS $9.86)
  • $9.86 P/E (TTM): 19.83X Cap: $7.78B
  • View CS Profile
  • View Questions on CS
• Ero Copper Corp. (ERO $33.09)
  • $33.09 P/E (TTM): 20.42X Cap: $3.56B
  • View ERO Profile
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• Global X Copper Miners ETF (COPX $72.38)
  • $72.38 P/E (TTM): 36.56X Cap: $6.74B
  • View COPX Profile
  • View Questions on COPX

Q: Copper has shown a remarkable run, over past 6-9 months and Technical analysts like the move, and believe. it has lot more room to go, after almost a 10 year consolidation.

We took an exposure to Copper, through Hudbay Minerals, with an initial 1% position, during the pull back earlier this week.

What are your thoughts on the commodity/miners and what would be a reasonable weighting in a portfolio similar to 5i Balanced ?

Dou you like HBM ? Or, you would prefer to have Copper exposure through COPX, or any Large/Mid Cap Canadian names and why ?

Thank You

Upvote 9

Read Answer Asked by rajeev on January 15, 2026

• Wheaton Precious Metals Corp. (WPM $166.38)
  • $166.38 P/E (TTM): 62.55X Cap: $80.24B
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• Agnico Eagle Mines Limited (AEM $253.41)
  • $253.41 P/E (TTM): 23.79X Cap: $134.65B
  • View AEM Profile
  • View Questions on AEM
• Capstone Copper Corp. (CS $9.86)
  • $9.86 P/E (TTM): 19.83X Cap: $7.78B
  • View CS Profile
  • View Questions on CS
• Lundin Gold Inc. (LUG $98.14)
  • $98.14 P/E (TTM): 24.72X Cap: $24.96B
  • View LUG Profile
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• NorthIsle Copper and Gold Inc. (NCX $2.53)
  • $2.53 Cap: $758M
  • View NCX Profile
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Q: Just wondering what your take on Ncx today as it has had a very good run and is moving high on high volume lately

Upvote 5

Read Answer Asked by lynn on January 08, 2026

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $65.07)
  • $65.07 P/E (TTM): 24.39X Cap: $32.95B
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  • View Questions on TECK.B
• Lundin Mining Corporation (LUN $30.84)
  • $30.84 Cap: $27.70B
  • View LUN Profile
  • View Questions on LUN
• Capstone Copper Corp. (CS $9.86)
  • $9.86 P/E (TTM): 19.83X Cap: $7.78B
  • View CS Profile
  • View Questions on CS
• Ero Copper Corp. (ERO $33.09)
  • $33.09 P/E (TTM): 20.42X Cap: $3.56B
  • View ERO Profile
  • View Questions on ERO
• Hudbay Minerals Inc. (Canada) (HBM $18.65)
  • $18.65 P/E (TTM): 15.25X Cap: $7.89B
  • View HBM Profile
  • View Questions on HBM
• Sprott Inc. (SII $136.78)
  • $136.78 P/E (TTM): 21.86X Cap: $3.76B
  • View SII Profile
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Q: Some copper stocks have increased significantly in the last 52 weeks. Is it too late to start a first/new position. What would be the preference from above list? Please list your own choices if it is not on above list.
Thank you for your service.
Albert

Upvote 8

Read Answer Asked by ALBERT on January 06, 2026

• Lundin Mining Corporation (LUN $30.84)
  • $30.84 Cap: $27.70B
  • View LUN Profile
  • View Questions on LUN
• Capstone Copper Corp. (CS $9.86)
  • $9.86 P/E (TTM): 19.83X Cap: $7.78B
  • View CS Profile
  • View Questions on CS

Q: I am looking to start a position in copper mining within my TFSA. What company would you suggest based upon prospects for future growth? I am currently 62 years old and I am investing money I will not need for a long while. I prefer to invest in companies that are making money or are about to start making money. Thanks in advance.

Upvote 9

Read Answer Asked by Donald on December 18, 2025