Investment Q&A

• Silvercorp Metals Inc. (SVM $14.85)
  • $14.85 P/E (TTM): 90.98X Cap: $3.27B
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• Vizsla Silver Corp. (VZLA $4.90)
  • $4.90 Cap: $1.71B
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• Discovery Silver Corp. (DSV $9.03)
  • $9.03 Cap: $7.31B
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• First Majestic Silver Corp. (AG $30.96)
  • $30.96 Cap: $15.26B
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Q: I would like to diversify my gold miners into some silver miners. I already have PAAS. What would you suggest for a compliment to PAAS? And a brief reason why?

Upvote 9

Read Answer Asked by Steven on December 12, 2025

• Granite Real Estate Investment Trust (GRT.UN $86.65)
  • $86.65 Cap: $5.25B
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• Choice Properties Real Estate Investment Trust (CHP.UN $15.61)
  • $15.61 Cap: $11.29B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.65)
  • $12.65 P/E (TTM): 34.19X Cap: $3.70B
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Q: What would be your 3 favorite REIT's right now and why. Thanks so much.

Upvote 9

Read Answer Asked by JAMES on December 12, 2025

• Linde plc (LIN $493.92)
  • $493.92 P/E (TTM): 33.83X Cap: $228.87B
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Q: LIN has been tanking in the last while, down perhaps 20–25% from its high earlier this year. Can you explain why this is happened? Do you see LIN as a favourable investment going forward, and why? One other related issue: is tax loss selling also an issue in the US, that is, is there much loss selling at this time of year? Many thanks for your excellent service.

Upvote 4

Read Answer Asked by Leonard on December 12, 2025

• iShares Canadian Growth Index ETF (XCG $65.61)
  • $65.61 P/E (TTM): 29.94X Cap: $154M
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• iShares Canadian Value Index ETF (XCV $54.87)
  • $54.87 P/E (TTM): 13.57X Cap: $126M
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• Fidelity Canadian Momentum ETF FCCM (FCCM $11.33)
  • $11.33 P/E (TTM): 17.46X
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Q: i am looking for 3 canadian etfs that have the following characteristics that you approve of.
-they are liquid
-one for growth, one for value, one for momentum
dave

Upvote 10

Read Answer Asked by david on December 12, 2025

• Electrovaya Inc. (ELVA $10.89)
  • $10.89 P/E (TTM): 80.06X Cap: $522M
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Q: Would appreciate your assessment of the nature of Electrovaya's business and its growth prospects.
To what sector is its future ,most directly tied: AI, power, industry, other?

Thank you,

Upvote 1

Read Answer Asked by John on December 12, 2025

Q: I "imagine" this : Holding a certain % (20-30 % or more if necessary ) of covered call ETFs or covered calls ETFs with leverage , shall allow to retire 5% of cash (or more) every year, without having to sell stocks ;The only ,relatively minor consequence, would be some reduction of NAV among some ETFs. ..you feedback ? Thanks always

Upvote 2

Read Answer Asked by Jean-Yves on December 12, 2025

• Electrovaya Inc. (ELVA $10.89)
  • $10.89 P/E (TTM): 80.06X Cap: $522M
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Q: Hi 5i
Electrovaya reported what appears to be good quarterly and yearly numbers yesterday.

May I please have your thoughts on the results and the company itself within the battery space?

Is this a good company to invest in in this space or do you feel that there are others that have better long term (3-5 years) prospects?

Upvote 2

Read Answer Asked by Brian on December 12, 2025

• Robinhood Markets Inc. (HOOD $73.39)
  • $73.39 P/E (TTM): 35.98X Cap: $66.07B
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Q: Your thoughts on the slowing numbers out yesterday - over reaction or something that is the canary?

Upvote 2

Read Answer Asked by Scott on December 12, 2025

• Pembina Pipeline Corporation (PPL $61.28)
  • $61.28 P/E (TTM): 22.04X Cap: $35.61B
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• Peyto Exploration & Development Corp. (PEY $28.98)
  • $28.98 P/E (TTM): 15.75X Cap: $5.89B
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Q: Hello for a 2-3 year hold, full position,which of these 2 would you pick for a total return,I already own TOU and ARX.
Thanks

Upvote 5

Read Answer Asked by Greg on December 12, 2025

Q: I was looking for the Beat The TSX website (dividendpayer.ca) but it is no longer active. Can you tell me if Matt is still looking after that? Has someone else taken it over?
Thanks! Paul K

Upvote 2

Read Answer Asked by Paul on December 12, 2025

• ARC Resources Ltd. (ARX $27.57)
  • $27.57 P/E (TTM): 6.82X Cap: $15.73B
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Q: Good morning 5i team.
With the arrival of colder than normal weather since last week,the price of natural gaz ran up to 5.50 or so last week but has been coming down for three consecutive days at the 4.75 level. At what price does ARC benefit the most form nat. gaz?The consensus is that ARC is cheap and should be added at this price.WHat are your views on the volatility of nat gaz and would 30.00$ be a realistic target price for ARC within a period of twelve months? Many thanks,
Jean

Upvote 2

Read Answer Asked by Jean on December 12, 2025

• Celestica Inc. (CLS $362.26)
  • $362.26 P/E (TTM): 37.14X Cap: $41.64B
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• Arista Networks Inc. (ANET $133.57)
  • $133.57 P/E (TTM): 48.57X Cap: $167.83B
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Q: Hi Peter and 5i,
Between CLS and ANET which company would you currently invest for future stock appreciation? Say 5+ year time frame.
Thanks so much for your always stellar advice.

Upvote 7

Read Answer Asked by Dennis on December 12, 2025

• Dollarama Inc. (DOL $194.75)
  • $194.75 P/E (TTM): 41.35X Cap: $53.31B
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Q: DOL: well I wish I had bought this one when 5i recommended it way back when. Buy now or wait - perhaps some selling to boost annual results by large money managers?

Upvote 5

Read Answer Asked by James on December 12, 2025

• INVESCO QQQ Trust (QQQ $593.72)
  • $593.72 P/E (TTM): 33.2X Cap: $382.77B
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Q: Hi 5I team: We plan to buy QQQ and Google shares for my son's RRSP. given the US drop in interest rate and what may come given Trump's influence, would you recommend that we exchange the Canadian $ into US $ and buy in US? Thx

Upvote 1

Read Answer Asked by Kathryn on December 12, 2025

• Churchill Capital Corp III Class A par value $0.0001 per share (CCXX $10.35)
  • $10.35 Cap: $1.42B
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• CI Galaxy Core Multi-Crypto ETF (CCCX $5.10)
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Q: Investable CCCX?

Upvote 2

Read Answer Asked by WIB on December 12, 2025

• ADF Group Inc. Subordinate Voting Shares (DRX $8.72)
  • $8.72 P/E (TTM): 8.72X Cap: $248M
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Q: Please comment on the 3rd q results. For a company that got hammered by tariffs, it seems to be adjusting ok.

Upvote 4

Read Answer Asked by Murray on December 12, 2025

• Finning International Inc. (FTT $89.66)
  • $89.66 P/E (TTM): 18.19X Cap: $11.72B
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• Celestica Inc. (CLS $362.26)
  • $362.26 P/E (TTM): 37.14X Cap: $41.64B
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Q: For best growth over next three years CLS or FTT, or a bit of both?

Upvote 5

Read Answer Asked by Ron on December 12, 2025

• Lundin Mining Corporation (LUN $34.42)
  • $34.42 Cap: $29.41B
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• Russel Metals Inc. (RUS $46.23)
  • $46.23 P/E (TTM): 15.41X Cap: $2.59B
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Q: In my TFSA I currently own SIS, GRGD,SVM,RUS and WPM. I am wondering if it is best to sell RUS and replace with LUN as I don't want too many material stocks in my TFSA and wondered if LUN would be a better growth stock?

Thanks

Upvote 4

Read Answer Asked on December 12, 2025

• TELUS Corporation (T $18.01)
  • $18.01 P/E (TTM): 25.01X Cap: $28.11B
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Q: Greetings 5i, as Telus drops further, a tax loss strategy could be to BUY now and then SELL part of the position after 30 days assuming the price will go up in the interim. Comments? This assumes that one will need some tax losses in 2026 and would like long term exposure to this company. Thank you.

Upvote 6

Read Answer Asked by Barbara on December 11, 2025

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $23.11)
  • $23.11 P/E (TTM): 11.38X Cap: $1.93B
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Q: TCL.A selling off pkg. business - apparently $20.00 dividend to share holders from funds from sale, yet stock still going down. What about buying this stock to reap this dividend? I would have thought that the stock would be climbing because of this news?

Upvote 2

Read Answer Asked by James on December 11, 2025