Investment Q&A

• Galaxy Digital Inc. Class A common stock (GLXY $27.84)
  • $27.84 Cap: $11.21B
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• Coinbase Global Inc (COIN $151.88)
  • $151.88 P/E (TTM): 14.49X Cap: $43.81B
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• ISHARES BITCOIN TR (IBIT $37.66)
  • $37.66 Cap: $52.37B
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• Nebius Group N.V. (NBIS $89.55)
  • $89.55 Cap: $21.85B
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• iShares Ethereum Trust ETF (ETHA $14.55)
  • $14.55 Cap: $6.61B
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• CoreWeave Inc. (CRWV $92.77)
  • $92.77 Cap: $47.39B
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• BitMine Immersion Technologies Inc. (BMNR $19.35)
  • $19.35 Cap: $9.07B
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Q: Hi, my question is; if one is to by today in the crypto space knowing all are volatile but looking for maximum return during this cycle with a long term hold. best opportunity to least

Thanks Dave

Upvote 6

Read Answer Asked by Dave on February 06, 2026

• Miscellaneous (MISC)
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Q: Hi, With ongoing correction, please suggest Five canadian dividend stocks at an attractive valuation. This would be for Non-Registered account. Thanks

Upvote 9

Read Answer Asked by S on February 06, 2026

• Alphabet Inc. (GOOG $311.22)
  • $311.22 P/E (TTM): 30.01X Cap: $3.85T
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• Micron Technology Inc. (MU $394.00)
  • $394.00 P/E (TTM): 36.45X Cap: $420.09B
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• Teradyne Inc. (TER $318.51)
  • $318.51 P/E (TTM): 113.14X Cap: $47.74B
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Q: Hello
Please list each in order of preference. At today's price what would be your top 3 Canadian stocks to buy in each small cap, mid cap and large cap for a 3 year hold. Also your top 3 Canadian ETF'S and top 3 US stocks for a buy today. Last but not least what is your top 3 sectors going forward.
Thanks a million

Upvote 39

Read Answer Asked by j on February 06, 2026

• IREN Limited (IREN $41.58)
  • $41.58 P/E (TTM): 82.41X Cap: $14.26B
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• Nebius Group N.V. (NBIS $89.55)
  • $89.55 Cap: $21.85B
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Q: What do you think about the results. Would you be a buyer for next 3-5 years? How does it compare to NBIS?

Upvote 2

Read Answer Asked by Imtiaz on February 06, 2026

• Thomson Reuters Corporation (TRI $119.47)
  • $119.47 P/E (TTM): 22.39X Cap: $54.79B
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Q: Is there a good entry-level or is it a stay away forever stock?

Upvote 9

Read Answer Asked by adam on February 06, 2026

• Micron Technology Inc. (MU $394.00)
  • $394.00 P/E (TTM): 36.45X Cap: $420.09B
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• IREN Limited (IREN $41.58)
  • $41.58 P/E (TTM): 82.41X Cap: $14.26B
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• Nebius Group N.V. (NBIS $89.55)
  • $89.55 Cap: $21.85B
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Q: With IREN being down almost 30% over the past 5 days do you see a buying opportunity here? Are there other similar names that you'd prefer to buy on this dip?

Upvote 5

Read Answer Asked by Marcus on February 06, 2026

• Constellation Software Inc. (CSU $2,296.53)
  • $2,296.53 P/E (TTM): 56.5X Cap: $51.70B
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Q: Barry Schwartz is very bullish and calling for a record M&A year for CSU due to less PE competition. He’s buying the dip—do you think we should too?

Upvote 19

Read Answer Asked by jean on February 06, 2026

• Thomson Reuters Corp (TRI $87.90)
  • $87.90 P/E (TTM): 22.39X Cap: $40.40B
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Q: Hi Peter & 5i,
Would you start to slowly chip away at TRI?
CEO Hasker seemed positive that the AI companies automating general-purpose tasks couldn't match TRI's content, expertise and TRI's own current and potential AI driven workflows.
Dividend is starting to look attractive after the 10% raise.
Thanks for your non-AI content response to this question!

Upvote 7

Read Answer Asked by Dennis on February 06, 2026

• Palo Alto Networks Inc. (PANW $164.96)
  • $164.96 P/E (TTM): 105.06X Cap: $115.36B
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• CrowdStrike Holdings Inc. (CRWD $408.02)
  • $408.02 Cap: $104.21B
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Q: Hi 5i,
Could you provide your opinion on the impact if any, of AI on cybersecurity software/companies. They can certainly use AI to their benefit, but can AI provide the same level of protection long term?

Upvote 4

Read Answer Asked by Donald on February 06, 2026

• Axon Enterprise Inc. (AXON $436.80)
  • $436.80 P/E (TTM): 136.84X Cap: $35.47B
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Q: Good afternoon,

I'm curious about your latest view on AXON. The recent price declines are quite significant. Is this a buying opportunity or a sign of more trouble in the near term? I'm considering selling a put or buying shares and wondering which of these 5i would consider at this point? If you'd consider selling a put, what would be your price target and timeframe?

Thanks as always for the wonderful service you provide to this investing community,

Lisa

Upvote 7

Read Answer Asked by Lisa on February 06, 2026

• Constellation Software Inc. (CSU $2,296.53)
  • $2,296.53 P/E (TTM): 56.5X Cap: $51.70B
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Q: Do you know the Q4 and full year reporting date for CSU? I believed it was to be today after market close but can find no notice in their IR website.

Upvote 4

Read Answer Asked by Keith on February 06, 2026

• iShares Global Real Estate Index ETF (CGR $32.40)
  • $32.40 P/E (TTM): 31.0X Cap: $262M
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• iShares S&P/TSX Capped REIT Index ETF (XRE $16.21)
  • $16.21 P/E (TTM): 12.81X Cap: $1.12B
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• Hamilton REITs YIELD MAXIMIZER TM ETF (RMAX $16.48)
  • $16.48 P/E (TTM): 42.19X Cap: $132M
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Q: What do you think of RMAX ? Are there other real estate funds that look interesting ? How about international real estate opportunities. Please provide some of your picks.

Upvote 1

Read Answer Asked by Pierre on February 06, 2026

• Dividend 15 Split Corp. Class A Shares (DFN $7.76)
  • $7.76 P/E (TTM): 10.96X Cap: $933M
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Q: Why did dfn drop so much today? Seems like a buy at this price. Banks and pipelines holding up. Cheers

Upvote 1

Read Answer Asked by kenneth on February 06, 2026

• Blue Ant Media Corporation Subordinate Voting Shares (BAMI $6.45)
  • $6.45 Cap: $139M
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Q: Can you give me your thoughts on this company please? Would you be a buyer?

Upvote 1

Read Answer Asked by Bill on February 06, 2026

• NVIDIA Corporation (NVDA $190.87)
  • $190.87 P/E (TTM): 47.16X Cap: $4.58T
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• Celestica Inc. (CLS $391.78)
  • $391.78 P/E (TTM): 51.58X Cap: $46.47B
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Q: If one has a full + position - approximately 8% - in NVDA do you see any reason for also having a position in CLS (either Canadian or U.S.) , and if so, why ?
As always, thank you.

Upvote 10

Read Answer Asked by Alexandra on February 06, 2026

• FirstService Corporation (FSV $216.45)
  • $216.45 P/E (TTM): 53.02X Cap: $10.03B
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Q: May I have your comments on earnings please. Nice pop today!

Upvote 6

Read Answer Asked by Margot on February 06, 2026

• Robinhood Markets Inc. (HOOD $75.71)
  • $75.71 P/E (TTM): 36.07X Cap: $76.97B
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Q: Would you add to a 1/4 position in HOOD today or wait for the smoke to clear?

Upvote 3

Read Answer Asked by John on February 06, 2026

• Tesla CDR (CAD Hedged) (TSLA $37.42)
  • $37.42 P/E (TTM): 201.52X Cap: $2.11T
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• Robinhood CDR (CAD Hedged) (HOOD $12.61)
  • $12.61 P/E (TTM): 55.49X Cap: $104.79B
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• Broadcom CDR (CAD Hedged) (AVGO)
  • P/E (TTM): 270.67X
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• CrowdStrike CDR (CAD Hedged) (CRWD $32.29)
  • $32.29 Cap: $144.71B
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Q: Looking to purchase two of these CDR's. what order would you place them in, for pure upside from these levels
Thanks Dave

Upvote 3

Read Answer Asked by Dave on February 06, 2026

• Amazon.com Inc. (AMZN $204.16)
  • $204.16 P/E (TTM): 29.11X Cap: $2.22T
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Q: Your thoughts on Amazon's recent quarter. Thanks.
Robert

Upvote 9

Read Answer Asked by Robert on February 06, 2026

• Alphabet Inc. (GOOG $311.22)
  • $311.22 P/E (TTM): 30.01X Cap: $3.85T
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• Teradyne Inc. (TER $318.51)
  • $318.51 P/E (TTM): 113.14X Cap: $47.74B
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• Monolithic Power Systems Inc. (MPWR $1,182.03)
  • $1,182.03 P/E (TTM): 30.94X Cap: $54.71B
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Q: Peter, can you give me recommendations for three American stocks which you like? Thanks you

Upvote 12

Read Answer Asked by christianne on February 06, 2026