Investment Q&A

• Bombardier Inc. Class A Multiple Voting Shares (BBD.A $275.18)
  • $275.18 P/E (TTM): 52.32X Cap: $27.29B
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Q: Bombardier hit a new 52 week high. 1 year return has been 146%. Why the continuing upward move, and does this company have more upside this year? Somewhat puzzling. Would you buy at these levels? Thanks.

Upvote 2

Read Answer Asked by Neeraj on January 06, 2026

• Constellation Software Inc. (CSU $2,844.99)
  • $2,844.99 P/E (TTM): 65.08X Cap: $60.28B
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Q: At what price would CSU be considered a value play?

Upvote 8

Read Answer Asked by Terry on January 06, 2026

• iShares India Index ETF (XID $47.98)
  • $47.98 P/E (TTM): 17.58X Cap: $121M
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Q: I just noticed this ETF sold off hard on December 30,couldn’t find out why ,do you have any thoughts on this ETF would this be a good entry point or a red flag …Thanks and Happy New Year.

Upvote 2

Read Answer Asked by Greg on January 06, 2026

• Amerigo Resources Ltd. (ARG $5.54)
  • $5.54 P/E (TTM): 33.18X Cap: $894M
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Q: Are you bullish on copper over the next 3-5 years and by extension Amerigo Resources as an investment, or are there other copper plays that you prefer.

Upvote 3

Read Answer Asked by Greg on January 06, 2026

• Descartes Systems Group Inc. (The) (DSG $122.39)
  • $122.39 P/E (TTM): 52.05X Cap: $10.52B
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• Kinaxis Inc. (KXS $163.60)
  • $163.60 P/E (TTM): 97.17X Cap: $4.59B
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Q: Which one has the most growth potential in the next 2 years. DSG is cheaper and larger.
Thanks Stephen

Upvote 5

Read Answer Asked by Stephen on January 06, 2026

Q: Hi Peter and Team,

My question isn’t about recent geopolitical events, since I need to re-balance our portfolio in accordance with the recommendations given in 5i’s Portfolio Analytics. Of the eleven TSX sectors, please give me your assessment of which sectors can be overweight and which sectors can be underweight going forward in 2026. I realize that this requires a ‘crystal ball’, but your experience over many market cycles is certainly superior to my own!

Thanks as always for your expertise. Happy New Year to all at 5i, as well as my fellow members of the 5i community.

Upvote 15

Read Answer Asked by Jerry on January 06, 2026

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $45.45)
  • $45.45 P/E (TTM): 23.36X Cap: $8.38B
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Q: I have set up A RESP for my grandchildren 18 months old (twins) and am thinking of investing in VIU. Would you agree with this approach for a long term hold? I have already invested in ZSP and XIC. Thank you.

Upvote 2

Read Answer Asked by Brian on January 06, 2026

• Miscellaneous (MISC)
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Q: Dear 5i
If i was to buy 10k worth of a US stock with CD dollars , would the Fx conversion costs be significantly more then if i bought the same US stock as a CDR considering a CDRs embedded fee`s ?
Thanks Bill C

Upvote 7

Read Answer Asked by Bill on January 06, 2026

• EnerSys (ENS $168.15)
  • $168.15 P/E (TTM): 19.67X Cap: $6.20B
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• Kratos Defense & Security Solutions Inc. (KTOS $130.72)
  • $130.72 P/E (TTM): 1005.54X Cap: $22.07B
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• Synopsys Inc. (SNPS $516.31)
  • $516.31 P/E (TTM): 64.22X Cap: $98.77B
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• Tantalus Systems Holding Inc. (GRID $5.00)
  • $5.00 Cap: $257M
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• Applovin Corporation (APP $568.76)
  • $568.76 P/E (TTM): 69.0X Cap: $192.21B
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• Brookfield Corporation Class A Limited Voting Shares (BN $65.91)
  • $65.91 P/E (TTM): 94.74X Cap: $147.99B
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Q: Dear 5i
What would be your order of preference for the above noted stocks with regards to earnings growth over the next 3-4 years within either a non registered acct or a TFSA ?
Thanks
Bill C

Upvote 5

Read Answer Asked by Bill on January 06, 2026

• AeroVironment Inc. (AVAV $392.86)
  • $392.86 Cap: $19.61B
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• Kratos Defense & Security Solutions Inc. (KTOS $130.72)
  • $130.72 P/E (TTM): 1005.54X Cap: $22.07B
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• AST SpaceMobile Inc. (ASTS $115.77)
  • $115.77 Cap: $42.48B
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• BlackSky Technology Inc. Class A (BKSY $27.53)
  • $27.53 Cap: $1.14B
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• Rocket Lab Corporation (RKLB $96.30)
  • $96.30 Cap: $51.43B
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• Karman Holdings Inc. (KRMN $108.50)
  • $108.50 P/E (TTM): 1550.0X Cap: $14.35B
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Q: Hello 5i, Happy New Year to all!!
Could you rank these high risk stocks for growth over the next 2-3 years?
Which would be your top three picks.
Thank you
Dave

Upvote 5

Read Answer Asked by Dave on January 06, 2026

• Franco-Nevada Corporation (FNV $338.77)
  • $338.77 P/E (TTM): 51.04X Cap: $65.30B
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• Agnico Eagle Mines Limited (AEM $274.73)
  • $274.73 P/E (TTM): 33.81X Cap: $138.11B
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• Aris Mining Corporation (ARIS $25.18)
  • $25.18 P/E (TTM): 115.25X Cap: $5.10B
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Q: I have 0% exposure to gold, which has proven to be a mistake in the past 2 years. Is it too late to jump on the gold wagon?
If yes, which companies do you recommend? Please give 3 names. Thank you very much.

Upvote 7

Read Answer Asked by Anh on January 06, 2026

• Nations Royalty Corp. (NRC $1.70)
  • $1.70 Cap: $264M
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Q: Can you explain what this royalty company does and what, if any, the reason to buy it would be? It doesn’t seem comparable to other royalty companies.

Upvote 2

Read Answer Asked by Scott on January 06, 2026

• Strategy Inc (MSTR $173.71)
  • $173.71 P/E (TTM): 15.89X Cap: $49.91B
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• Harvest Strategy Inc. High Income Shares ETF (MSTY $4.66)
  • $4.66 P/E (TTM): 11.69X Cap: $69M
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Q: When bitcoin starts to move up more significantly, which one of these 2 stocks is likely to move up more rapidly? And why or why not?

Thank you.

Upvote 1

Read Answer Asked by Donald on January 06, 2026

• Meta Platforms Inc. (META $620.25)
  • $620.25 P/E (TTM): 27.47X Cap: $1.56T
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• Microsoft Corporation (MSFT $459.86)
  • $459.86 P/E (TTM): 32.71X Cap: $3.41T
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• NVIDIA Corporation (NVDA $186.23)
  • $186.23 P/E (TTM): 46.21X Cap: $4.52T
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• Oracle Corporation (ORCL $191.09)
  • $191.09 P/E (TTM): 44.23X Cap: $549.02B
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• ServiceNow Inc. (NOW $127.31)
  • $127.31 P/E (TTM): 76.83X Cap: $132.19B
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• ASML Holding N.V. (ASML $1,358.57)
  • $1,358.57 P/E (TTM): 60.75X Cap: $534.30B
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• Applovin Corporation (APP $568.76)
  • $568.76 P/E (TTM): 69.0X Cap: $192.21B
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• Nebius Group N.V. (NBIS $108.73)
  • $108.73 Cap: $25.88B
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• Ouster Inc. (OUST $26.36)
  • $26.36 Cap: $1.58B
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Q: Could you please rank the following stocks from most to least desirable for a new position:

NBIS, NVDA, LMN, META, CSU, MSFT, APP, TOI, ASML, NOW, OUST, ORCL

Upvote 30

Read Answer Asked by Kel on January 05, 2026

• Rio Tinto Plc (RIO $85.13)
  • $85.13 P/E (TTM): 12.04X Cap: $106.77B
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Q: I am interested in RIO. Which one would you recommend ?
Cdr at $3.40 and 0 yield or Adr at $80.00 and 4.7% yield. It would be for TSFA.

Upvote 1

Read Answer Asked by ray on January 05, 2026

• JPMorgan Chase & Co. (JPM $312.47)
  • $312.47 P/E (TTM): 15.47X Cap: $850.62B
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• Prudential Financial Inc. (PRU $111.69)
  • $111.69 P/E (TTM): 15.28X Cap: $43.52B
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Q: what would your top 5 stocks in order for North America be in the financial catagory

Upvote 10

Read Answer Asked by Gary on January 05, 2026

• Power Corporation of Canada Subordinate Voting Shares (POW $72.19)
  • $72.19 P/E (TTM): 15.23X Cap: $45.98B
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• Pembina Pipeline Corporation (PPL $54.10)
  • $54.10 P/E (TTM): 18.94X Cap: $31.43B
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• Chartwell Retirement Residences (CSH.UN $21.18)
  • $21.18 P/E (TTM): 96.27X Cap: $6.43B
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• Descartes Systems Group Inc. (The) (DSG $122.39)
  • $122.39 P/E (TTM): 52.05X Cap: $10.52B
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• Thomson Reuters Corporation (TRI $172.49)
  • $172.49 P/E (TTM): 31.87X Cap: $76.73B
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• Savaria Corporation (SIS $25.15)
  • $25.15 P/E (TTM): 29.24X Cap: $1.80B
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• Ag Growth International Inc. (AFN $29.55)
  • $29.55 Cap: $555M
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• Brookfield Corporation Class A Limited Voting Shares (BN $65.91)
  • $65.91 P/E (TTM): 94.74X Cap: $147.99B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.43)
  • $73.43 P/E (TTM): 33.4X Cap: $118.27B
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Q: In my TFSA, I have a double position in BN, and full positions in POW, SIS, PPL, CSH.UN, TRI and BAM. I also have half positions in AFN (which I know is not your favourite) and DSG. Would you add to one/some of these (which?) or add something different. After my 2026 contribution, I will have enough cash to about a half position. I prefer to consider Canadian stocks for this account.

Thanks for you help.

Upvote 6

Read Answer Asked by David on January 05, 2026

• Quanta Services Inc. (PWR $466.75)
  • $466.75 P/E (TTM): 69.15X Cap: $69.59B
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• nVent Electric plc (NVT $112.50)
  • $112.50 P/E (TTM): 61.43X Cap: $18.15B
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• Vertiv Holdings LLC Class A (VRT $176.93)
  • $176.93 P/E (TTM): 66.77X Cap: $67.64B
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Q: In a question from Oct 31.25 about data centres (includes suggestions such as hive pwr riot vrt nvt, do you see a noteworthy status change (positive or negative) in any of the names in that question/answer?

Upvote 3

Read Answer Asked by Ken on January 05, 2026

• Leon's Furniture Limited (LNF $28.45)
  • $28.45 P/E (TTM): 11.25X Cap: $1.95B
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• BMTC Group Inc. (GBT $13.74)
  • $13.74 P/E (TTM): 15.1X Cap: $438M
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Q: GBT seems a bit ahead of LNF in terms of developing its real estate arm, but with a weak market, it’s paying a price for it. Is GBT a good stand alone investment, and secondly if I already own LNF to you think they will largely move together?

Upvote 2

Read Answer Asked by Jim on January 05, 2026

Q: Alithya Group inc. Class A subordinate voting shares (ALYA:CA)

What exactly does it do?

Who are it's competitors?

Thank you.

Upvote 2

Read Answer Asked by Ross on January 05, 2026