Investment Q&A

• Hemisphere Energy Corporation (HME $2.12)
  • $2.12 P/E (TTM): 7.0X Cap: $198M
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Q: I bought and traded out of HME and then re-purchased at the recent low... It is a fairly small producer and the stock price seems to be range-bound... $1.89 to $2.20 ± . What are the long term prospects for this company ? Should I just keep flipping it for a profit , or do you see it pivoting upward ?

Upvote 2

Read Answer Asked by Thomas on January 29, 2026

• Meta Platforms Inc. (META $677.37)
  • $677.37 P/E (TTM): 29.29X Cap: $1.71T
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• Intuit Inc. (INTU $437.50)
  • $437.50 P/E (TTM): 30.48X Cap: $123.54B
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• Home Depot Inc. (The) (HD $381.00)
  • $381.00 P/E (TTM): 26.27X Cap: $379.28B
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• United Rentals Inc. (URI $876.52)
  • $876.52 P/E (TTM): 23.17X Cap: $55.21B
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• Constellation Software Inc. (CSU $2,470.03)
  • $2,470.03 P/E (TTM): 55.68X Cap: $52.34B
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• TFI International Inc. (TFII $165.94)
  • $165.94 P/E (TTM): 31.16X Cap: $13.65B
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• Alimentation Couche-Tard Inc. (ATD $79.47)
  • $79.47 P/E (TTM): 20.58X Cap: $73.56B
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• goeasy Ltd. (GSY $130.00)
  • $130.00 P/E (TTM): 9.56X Cap: $2.08B
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.58)
  • $63.58 P/E (TTM): 88.7X Cap: $142.75B
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• Nvidia CDR (CAD Hedged) (NVDA $42.93)
  • $42.93 P/E (TTM): 63.06X Cap: $6.16T
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Q: Hi,

Sorry my last question meant to ask about individual stock compounders, not ETF's. Can you list 5 Cdn and US names that you would DCA into over time? For example, I'm assuming BN would be on that list. What other names? Looking for names that can CAGR +10-20% over time. Thanks!

Upvote 26

Read Answer Asked by Keith on January 29, 2026

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $52.93)
  • $52.93 P/E (TTM): 6.05X Cap: $3.81B
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• iShares Core S&P U.S. Total Market Index ETF (XUU $69.07)
  • $69.07 P/E (TTM): 24.53X Cap: $4.04B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.73)
  • $52.73 P/E (TTM): 14.32X Cap: $23.87B
  • View XIC Profile
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Q: Would have any concerns or recommendations for a retired senior with a employment pension. Having a total portfolio consisting of xuu.ca, xaw.ca and xic.ca?

Thanks

Upvote 4

Read Answer Asked by Brian on January 29, 2026

• Lockheed Martin Corporation (LMT $638.29)
  • $638.29 P/E (TTM): 34.72X Cap: $143.47B
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• Northrop Grumman Corporation (NOC $698.02)
  • $698.02 P/E (TTM): 25.51X Cap: $99.06B
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• Waste Management Inc. (WM $230.50)
  • $230.50 P/E (TTM): 35.66X Cap: $91.36B
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• WSP Global Inc. (WSP $266.83)
  • $266.83 P/E (TTM): 39.76X Cap: $34.85B
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• Comfort Systems USA Inc. (FIX $1,283.65)
  • $1,283.65 P/E (TTM): 52.11X Cap: $45.27B
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• SPX Technologies Inc. (SPXC $223.86)
  • $223.86 P/E (TTM): 47.5X Cap: $10.73B
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• Stantec Inc (STN $102.56)
  • $102.56 P/E (TTM): 32.61X Cap: $11.60B
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• GFL Environmental Inc. subordinate voting shares (GFL $58.40)
  • $58.40 P/E (TTM): 6.34X Cap: $20.97B
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• MDA Space Ltd. (MDA $35.95)
  • $35.95 P/E (TTM): 40.59X Cap: $4.54B
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• Karman Holdings Inc. (KRMN $97.47)
  • $97.47 P/E (TTM): 1362.29X Cap: $12.89B
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Q: Can you suggest some stock and ETF's traded on both US and CDN exchanges that employ many blue collar workers that may not be effected by AI implementation. My thinking is that one always needs humans to do "actual" labour like building homes, plumbing & electrical maintenance etc. Does this make sense?

Upvote 9

Read Answer Asked by Ian on January 29, 2026

• iShares Expanded Tech-Software Sector ETF (IGV $85.06)
  • $85.06 P/E (TTM): 41.52X Cap: $7.02B
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Q: Every year I take 10% of my portfolio and invest in a specific sector ETF. Last year it was financials with a 36% return thanks to your recommendations 😊. What one sector would you invest in for 2026 and which ETF would that be?
Thank you for your excellent work!

Upvote 6

Read Answer Asked by Mike on January 29, 2026

• Harvest Cameco Enhanced High Income Shares ETF (CCOE $18.38)
  • $18.38 P/E (TTM): 96.5X Cap: $12M
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Q: What do you think of this Harvest ETF as way to play Cameco and uranium. Paying a hefty dividend. Sustainable?
Guy

Upvote 2

Read Answer Asked by Guy R. on January 29, 2026

• Groupe Dynamite Inc. Subordinate voting shares (GRGD $72.99)
  • $72.99 P/E (TTM): 48.26X Cap: $7.90B
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Q: GRGD is down 15% last 30 days. Any concerns? What may be causing this decline?

Still bullish?

Thank you

Upvote 4

Read Answer Asked by Nick on January 29, 2026

• Edison International (EIX $63.79)
  • $63.79 P/E (TTM): 8.36X Cap: $24.54B
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• Bank of Nova Scotia (The) (BNS $105.29)
  • $105.29 P/E (TTM): 25.63X Cap: $130.72B
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• Enbridge Inc. (ENB $68.62)
  • $68.62 P/E (TTM): 26.29X Cap: $149.67B
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• Brookfield Renewable Partners L.P. (BEP.UN $41.96)
  • $41.96 Cap: $27.60B
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• A & W Food Services of Canada Inc. (AW $36.54)
  • $36.54 P/E (TTM): 31.47X Cap: $876M
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Q: Do you have a sense of the liability potential for EIX with regard to California wildfires? EIX share price has recovered significantly from Jun of last year and I am within 1.5% of breakeven. What would you recommend to the 'income investors' in the group? Buy, sell, hold? If "sell", what would you replace it with?

Upvote 5

Read Answer Asked by Robert on January 29, 2026

• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $30.92)
  • $30.92 Cap: $20.21B
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• Brookfield Renewable Corporation Class A Subordinate (BEPC $42.88)
  • $42.88 Cap: $14.55B
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Q: I own both BEP and BEPC in my US Dollar TFSA.
Is the price action generally the same for both?
Would you expect total return to be the same (incl. taxes)?
If yes, which one would choose to consolidate and keep?
Many thanks.

Upvote 4

Read Answer Asked by Ian on January 29, 2026

• Regan Floating Rate MBS ETF (MBSF $25.71)
  • $25.71 P/E (TTM): 31.9X Cap: $175M
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Q: Just wondering what your thoughts are on MBSF (Regan Floating Rate MBS ETF). It was noted on BNN this morning. Is the dividend of 4.62% correct and is it safe ? Any red flags with this one ?

Also it is not in your database.

Upvote 1

Read Answer Asked by Randy on January 29, 2026

• Advanced Energy Industries Inc. (AEIS $279.17)
  • $279.17 P/E (TTM): 71.87X Cap: $9.60B
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• MKS Inc. (MKSI $250.60)
  • $250.60 P/E (TTM): 58.83X Cap: $16.31B
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• MACOM Technology Solutions Holdings Inc. (MTSI $235.70)
  • $235.70 Cap: $16.12B
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• Credo Technology Group Holding Ltd (CRDO $123.41)
  • $123.41 P/E (TTM): 96.03X Cap: $22.29B
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Q: Hi team,

These 4 companies in the field of AI are apparently considered undervalued by Bank of America.

Do you think they are a good buy now for a growth portfolio ?

Gratefully,

Jacques IDS

Upvote 1

Read Answer Asked by Jacques on January 29, 2026

• Constellation Software Inc. (CSU $2,470.03)
  • $2,470.03 P/E (TTM): 55.68X Cap: $52.34B
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• Thomson Reuters Corporation (TRI $121.21)
  • $121.21 P/E (TTM): 22.2X Cap: $53.91B
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• Topicus.com Inc. (TOI $92.13)
  • $92.13 P/E (TTM): 801.92X Cap: $7.72B
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• Genius Sports Limited (GENI $6.34)
  • $6.34 Cap: $1.46B
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• Sportradar Group AG (SRAD $17.26)
  • $17.26 Cap: $5.08B
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• Lumine Group Inc. (LMN $20.00)
  • $20.00 P/E (TTM): 75.65X Cap: $5.13B
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Q: Patience is wearing thin on some of these names, they just continue to have negative momentum and I don't want to sell into the negativity and sell just because others are selling. What are your thoughts? Are fundamentals still strong in these quality companies? Is your updated view still a hold on these? Thanks!

Upvote 13

Read Answer Asked by Keith on January 29, 2026

• Scandium Canada Ltd. (SCD $0.22)
  • $0.22 Cap: $80M
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Q: Hi 5i, Can I have your opinion on "Scandium Canada Ltd" , is this true: Scandium is now officially a Critical Mineral in Canada Government-backed equity-like royalty.
https://money.tmx.com/en/quote/SCD.

Thanks

Upvote 2

Read Answer Asked by Fernando on January 29, 2026

Q: Dear Peter et al:

I am not sure if you had a chance to look at the article in this morning's Globe and Mail on top 10 Canadian Gold stocks at reasonable valuation. (Wednesday Jan 28th).
I was surprised to see your favorites like ARIS missing. Also no WDO.
What is your take on this list.
(I am happy customer/owner of ARIS:))
Should I add BTO and TXG for a good measure?

Upvote 3

Read Answer Asked by Savalai on January 29, 2026

Q: you recently referenced an article on ca.investing.com which i quite liked.
Is that news source one of your favorites?
They seem to have a nice blend of Canadian and US articles...

Upvote 5

Read Answer Asked by Rob on January 29, 2026

• Global X US Dollar Currency ETF (DLR $13.79)
  • $13.79 P/E (TTM): 13.15X Cap: $278M
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Q: I normally use DLR to convert currency between CAD and USD. Can you suggest a dual listed stock that might be a better replacement. (price not likely to change, no dividend, good liquidity etc.)

Upvote 1

Read Answer Asked by Ian on January 29, 2026

• Dollarama Inc. (DOL $190.70)
  • $190.70 P/E (TTM): 40.82X Cap: $52.21B
  • View DOL Profile
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Q: What’s up with Dollarama—down 10% in past month. Good time to add?

Upvote 6

Read Answer Asked by Trevor on January 29, 2026

• TerraVest Industries Inc. (TVK $159.77)
  • $159.77 Cap: $3.46B
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• Axon Enterprise Inc. (AXON $433.77)
  • $433.77 P/E (TTM): 130.66X Cap: $34.43B
  • View AXON Profile
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Q: I hold my smallest positions in tvk and axon, both have lost positive momentum ,any reason why? Is now a good time to add
Thanks

Upvote 5

Read Answer Asked by andre on January 29, 2026

• Evertz Technologies Limited (ET $14.84)
  • $14.84 P/E (TTM): 17.51X Cap: $1.12B
  • View ET Profile
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Q: Hello 5iR.
What is your opinion of this company for a possible buy?
Thank you. Cheers

Upvote 2

Read Answer Asked by Hans on January 29, 2026

• EnerSys (ENS $176.30)
  • $176.30 P/E (TTM): 21.34X Cap: $6.49B
  • View ENS Profile
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• Karman Holdings Inc. (KRMN $97.47)
  • $97.47 P/E (TTM): 1362.29X Cap: $12.89B
  • View KRMN Profile
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• Voyager Technologies Inc. Class A (VOYG $29.05)
  • $29.05 Cap: $1.77B
  • View VOYG Profile
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Q: Re your question from WIB today.

You suggested these names as great small caps for growth.

Cudos to you but YTD ENS is +22% and +80% 1 year. KRMN is +54% YTD and VOYG is +30% YTD.

This is extraordinary performance congrats. Given these outsized short term gains what would your purchase strategy be today if you do not own them. Buy at market, wait for a pull back, average in etc etc?

Please advise.


With thanks

Sheldon

Upvote 6

Read Answer Asked by Sheldon on January 29, 2026