Investment Q&A

• Apple Inc. (AAPL $278.12)
  • $278.12 P/E (TTM): 37.28X Cap: $4.07T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $210.32)
  • $210.32 P/E (TTM): 29.71X Cap: $2.24T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 29.89X Cap: $3.90T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $401.14)
  • $401.14 P/E (TTM): 28.53X Cap: $2.97T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 46.01X Cap: $4.50T
  • View NVDA Profile
  • View Questions on NVDA

Q: Amongst the big 5. Kindly provide an opinion about which are most overpriced (corollary which is best priced for a buy) and based on what metrics or historical measure.

thank you

Upvote 11

Read Answer Asked by Ernest on January 02, 2026

• Amazon.com Inc. (AMZN $210.32)
  • $210.32 P/E (TTM): 29.71X Cap: $2.24T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 29.89X Cap: $3.90T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $401.14)
  • $401.14 P/E (TTM): 28.53X Cap: $2.97T
  • View MSFT Profile
  • View Questions on MSFT

Q: Iam going to move some of our cash acct. Securities to tfsa . Specifically msft , amzn, google would you please give me your opinion of which of these you see as having best return over nex t year. Please rate as 1,2,3.
Cheers, Doug

Upvote 7

Read Answer Asked by Doug on January 02, 2026

• Athabasca Oil Corporation (ATH $8.62)
  • $8.62 P/E (TTM): 9.58X Cap: $4.41B
  • View ATH Profile
  • View Questions on ATH

Q: As the smallest producer in the oil sands and pretty good metrics ,what do you put the odds at for a takeover ?
Happy New Year!
Philip

Upvote 5

Read Answer Asked by Philip on January 02, 2026

Q: what are the top 5 stocks if you have any to recommend that have dropped due to tax loss selling?

Upvote 10

Read Answer Asked by Gary on January 02, 2026

• Celestica Inc. (CLS $419.62)
  • $419.62 P/E (TTM): 50.01X Cap: $48.27B
  • View CLS Profile
  • View Questions on CLS
• goeasy Ltd. (GSY $131.36)
  • $131.36 P/E (TTM): 9.56X Cap: $2.10B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Firan Technology Group Corporation (FTG $15.00)
  • $15.00 P/E (TTM): 34.88X Cap: $377M
  • View FTG Profile
  • View Questions on FTG
  • View Reports on FTG
• TerraVest Industries Inc. (TVK $154.35)
  • $154.35 Cap: $3.34B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $197.59)
  • $197.59 P/E (TTM): 29.23X Cap: $2.35B
  • View HPS.A Profile
  • View Questions on HPS.A
• Albemarle Corporation (ALB $163.37)
  • $163.37 Cap: $19.22B
  • View ALB Profile
  • View Questions on ALB
• Kraken Robotics Inc. (PNG $8.10)
  • $8.10 P/E (TTM): 135.0X Cap: $2.48B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $6.16)
  • $6.16 P/E (TTM): 440.0X Cap: $650M
  • View ZDC Profile
  • View Questions on ZDC
• Comfort Systems USA Inc. (FIX $1,230.26)
  • $1,230.26 P/E (TTM): 52.11X Cap: $43.39B
  • View FIX Profile
  • View Questions on FIX
• Kratos Defense & Security Solutions Inc. (KTOS $94.41)
  • $94.41 P/E (TTM): 726.23X Cap: $15.94B
  • View KTOS Profile
  • View Questions on KTOS
• BWX Technologies Inc. (BWXT $197.19)
  • $197.19 P/E (TTM): 59.22X Cap: $18.02B
  • View BWXT Profile
  • View Questions on BWXT
• Galaxy Digital Inc. Class A common stock (GLXY $26.98)
  • $26.98 Cap: $10.53B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Hims & Hers Health Inc. Class A (HIMS $23.02)
  • $23.02 P/E (TTM): 43.43X Cap: $5.55B
  • View HIMS Profile
  • View Questions on HIMS
• Tantalus Systems Holding Inc. (GRID $5.50)
  • $5.50 Cap: $282M
  • View GRID Profile
  • View Questions on GRID
• Robinhood Markets Inc. (HOOD $82.82)
  • $82.82 P/E (TTM): 34.51X Cap: $74.47B
  • View HOOD Profile
  • View Questions on HOOD
• Propel Holdings Inc. (PRL $25.05)
  • $25.05 P/E (TTM): 11.47X Cap: $985M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Telesat Corporation Common and Variable Voting Shares (TSAT $36.25)
  • $36.25 Cap: $1.31B
  • View TSAT Profile
  • View Questions on TSAT
• Reddit Inc. Class A (RDDT $139.83)
  • $139.83 P/E (TTM): 22.77X Cap: $26.49B
  • View RDDT Profile
  • View Questions on RDDT

Q: Everyone, On December 9th, i asked a question on multi baggers and you supplied the list stated above. I am now deciding - What rationale do i use to pick from the list? Is it 5 or 10 and which 5 or 10? My thought is to choose them all. Your thoughts would be appreciated. Clayton

Upvote 11

Read Answer Asked by Clayton on January 02, 2026

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $67.75)
  • $67.75 P/E (TTM): 30.31X Cap: $109.12B
  • View BAM Profile
  • View Questions on BAM

Q: Bam has dropped from a 52 wk H $90.24 to current $71.90. Dec 30 was last day for tax loss selling in 2025.When is a good time to buy BAM and a good entry price for long term hold? Txs for u usual great services and Views. All the Best for the New Year

Upvote 3

Read Answer Asked by Peter on January 02, 2026

• Robinhood Markets Inc. (HOOD $82.82)
  • $82.82 P/E (TTM): 34.51X Cap: $74.47B
  • View HOOD Profile
  • View Questions on HOOD
• Robinhood CDR (CAD Hedged) (HOOD $13.82)
  • $13.82 P/E (TTM): 53.09X Cap: $104.79B
  • View HOOD Profile
  • View Questions on HOOD

Q: Which do you recommend and at what entry price? I assume best in a TFSA?

Upvote 1

Read Answer Asked by Brenda on January 01, 2026

• iShares Silver Trust (SLV $70.19)
  • $70.19 Cap: $38.63B
  • View SLV Profile
  • View Questions on SLV
• Silvercorp Metals Inc. (SVM $14.24)
  • $14.24 P/E (TTM): 85.29X Cap: $3.13B
  • View SVM Profile
  • View Questions on SVM

Q: With China added governmental approvals for silver export how do you see the price of silver responding? Thanks.

Upvote 9

Read Answer Asked by Mark on December 31, 2025

• NuVista Energy Ltd. (NVA $19.04)
  • $19.04 P/E (TTM): 11.66X Cap: $3.68B
  • View NVA Profile
  • View Questions on NVA

Q: What would be a good substitute for Nuvista

Upvote 4

Read Answer Asked by hal on December 30, 2025

• Northland Power Inc. (NPI $19.35)
  • $19.35 Cap: $5.05B
  • View NPI Profile
  • View Questions on NPI
  • View Reports on NPI
• Enghouse Systems Limited (ENGH $17.95)
  • $17.95 P/E (TTM): 13.5X Cap: $982M
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH
• EQB Inc. (EQB $114.32)
  • $114.32 P/E (TTM): 17.24X Cap: $4.29B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Galaxy Digital Inc. Class A common stock (GLXY $26.98)
  • $26.98 Cap: $10.53B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• MDA Space Ltd. (MDA $34.50)
  • $34.50 P/E (TTM): 40.59X Cap: $4.35B
  • View MDA Profile
  • View Questions on MDA

Q: I sold for tax loss ENGH, EQB, GLXY, MDA, NPI over 30 days ago and contemplating buying them back. Do you think that they have a good opportunity to increase in value in 2026. If so, which order would you purchases them in.

Upvote 12

Read Answer Asked by David on December 30, 2025

• Loblaw Companies Limited (L $67.09)
  • $67.09 P/E (TTM): 8.29X Cap: $80.19B
  • View L Profile
  • View Questions on L
• Metro Inc. (MRU $95.75)
  • $95.75 P/E (TTM): 20.68X Cap: $20.40B
  • View MRU Profile
  • View Questions on MRU

Q: Which one would you pick for a long term investment between Metro or Loblaw?
Thanks

Upvote 9

Read Answer Asked by Ben on December 30, 2025

• Versamet Royalties Corporation (VMET $13.23)
  • $13.23 P/E (TTM): 316.95X Cap: $1.23B
  • View VMET Profile
  • View Questions on VMET

Q: Hello 5i - Merry Christmas! Given the track record of VMET management, where would you expect the company to be (financially) in 3 to 5 years?

Upvote 2

Read Answer Asked by David on December 30, 2025

• New Found Gold Corp. (NFG $3.81)
  • $3.81 Cap: $933M
  • View NFG Profile
  • View Questions on NFG

Q: Where do you see NFG heading in the new year. Price has going up nicely in the last 3 months and news seems to be more promising!
Would you be a buyer today and why or why not?
Thanx as usual
Gary

Upvote 1

Read Answer Asked by Gary on December 30, 2025

• NBI Global Private Equity ETF (NGPE $47.97)
  • $47.97 P/E (TTM): 26.21X Cap: $480M
  • View NGPE Profile
  • View Questions on NGPE

Q: Why is NGPE declaring such a massive dividend for Dec 2025?

Upvote 1

Read Answer Asked by Patrick on December 30, 2025

• EPR Properties (EPR $56.25)
  • $56.25 P/E (TTM): 24.56X Cap: $4.28B
  • View EPR Profile
  • View Questions on EPR

Q: Non-urgent question. Please respond at your convenience.
Can you please review and comment on their recent financials/performance?

Share price has dropped from their recent highs and 7% dividend seems attractive.
Can you also give your opinion on dividend sustainability?

Upvote 2

Read Answer Asked by Jabs on December 30, 2025

• Pfizer Inc. (PFE $27.22)
  • $27.22 P/E (TTM): 15.83X Cap: $154.76B
  • View PFE Profile
  • View Questions on PFE
• UnitedHealth Group Incorporated (DE) (UNH $276.65)
  • $276.65 P/E (TTM): 14.43X Cap: $250.60B
  • View UNH Profile
  • View Questions on UNH
• The Trade Desk Inc. (TTD $27.04)
  • $27.04 P/E (TTM): 31.08X Cap: $13.07B
  • View TTD Profile
  • View Questions on TTD
• JD.com Inc. (JD $28.07)
  • $28.07 P/E (TTM): 7.29X Cap: $40.79B
  • View JD Profile
  • View Questions on JD

Q: Hello
it was mentioned that Peter would give his thoughts of some of the stocks on TSX that would be candidates for a rebound in 2026, on National Post on Dec 20 , I have missed seeing that, can you let me know what are some of the stocks that he like for a rebound after a disappointing 2025 year? thanks
Michael

Upvote 18

Read Answer Asked by Michael on December 30, 2025

• Palo Alto Networks Inc. (PANW $159.32)
  • $159.32 P/E (TTM): 100.84X Cap: $111.04B
  • View PANW Profile
  • View Questions on PANW
• CrowdStrike Holdings Inc. (CRWD $395.50)
  • $395.50 Cap: $99.70B
  • View CRWD Profile
  • View Questions on CRWD

Q: Happy holidays. No rush to respond but I’d like to add a cyber security stock to my portfolio. Leaning towards CRWD but curious if you think this is the best bet or there are other better options

Thanks!

Upvote 7

Read Answer Asked by Bryan on December 29, 2025

• BCE Inc. (BCE $34.25)
  • $34.25 P/E (TTM): 5.14X Cap: $31.93B
  • View BCE Profile
  • View Questions on BCE
• TELUS Corporation (T $19.32)
  • $19.32 P/E (TTM): 25.09X Cap: $29.90B
  • View T Profile
  • View Questions on T

Q: Would selling Telus for a tax loss and buying BCE as a "replacement" be considered net acceptable by CRA? Happy Holdiays!

Upvote 4

Read Answer Asked by Michael on December 29, 2025

• Linamar Corporation (LNR $88.58)
  • $88.58 P/E (TTM): 21.6X Cap: $5.29B
  • View LNR Profile
  • View Questions on LNR

Q: Hi 5i guys. Back in OCT or Nov when Linamar was stuck in the low $70 range I sold a long dated call on LNR at $80 strike price since I didn't think LNR was going to move in price very much and I thought I would collect some premiums. Well LNR has been well over $80 for a couple of weeks and the option still has not been exercised and I still have my 100 shares of LNR. This seems odd to me since I figured that the counter party to this option would have exercised their option to take the LNR shares. Is there a logical reason why this option is still outstanding. I am not disappointed with my call selling strategy since I got over $3 of premium so I am flat since LNR has been trading around $84.

Upvote 2

Read Answer Asked by Paul on December 29, 2025

• Agnico Eagle Mines Limited (AEM $268.94)
  • $268.94 P/E (TTM): 33.1X Cap: $135.19B
  • View AEM Profile
  • View Questions on AEM
• Silvercorp Metals Inc. (SVM $14.24)
  • $14.24 P/E (TTM): 85.29X Cap: $3.13B
  • View SVM Profile
  • View Questions on SVM

Q: Today the precious metals are being clobbered in an out of the ordianary way. Do you think this is the watershed moment for precious metals and the peak has been reached?

What is your take on the activity?


Sheldon

Upvote 7

Read Answer Asked by Sheldon on December 29, 2025