Q: Can you please comment on the current valuation of Aritzia? I know that they keep upping guidance, so valuation metrics are changing. How high do you see this stock going this year? How is it valued based on FY27 metrics, and how does this compare to historical valuations? This company is a beast. Thank you
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Greetings,
ZDC
1) The inclusion price into the 5i portfolio was $2.15 so congratulations on that pick!
However, has ZDC run out of steam or would you say it's temporary?
2) Do you think inclusion into a 5i portfolio immediately adds momentum to a stock?
3) Am I missing something but it seems to me, the company is a "one trick pony" with not much of a moat. What's the appeal here?
Many thanks!
A
ZDC
1) The inclusion price into the 5i portfolio was $2.15 so congratulations on that pick!
However, has ZDC run out of steam or would you say it's temporary?
2) Do you think inclusion into a 5i portfolio immediately adds momentum to a stock?
3) Am I missing something but it seems to me, the company is a "one trick pony" with not much of a moat. What's the appeal here?
Many thanks!
A
Q: Let’s say you’ve done well on gold, with a combination of miner (AEM, WPM) and bullion exposure (PHYS).
You see that gold has had a “parabolic” rise as 5i mentioned in a recent response. But still believe in the story and want to retain gold exposure.
You’re comfortable with position sizing.
With where the market is today, would you do nothing (keep a roughly 50/50 miner/bullion split) or move to overweight bullion to lock in some gains (on the theory that miners are leveraged to the downside as well as upside so if gold drops the miners would drop harder)?
You see that gold has had a “parabolic” rise as 5i mentioned in a recent response. But still believe in the story and want to retain gold exposure.
You’re comfortable with position sizing.
With where the market is today, would you do nothing (keep a roughly 50/50 miner/bullion split) or move to overweight bullion to lock in some gains (on the theory that miners are leveraged to the downside as well as upside so if gold drops the miners would drop harder)?
Q: Is it time to switch from PRL over to TSU? TSU looks to be getting close to breaking out to an all time high and a trading range that its been in since 2021.
-
VanEck Gold Miners ETF (GDX $103.01)
-
Kraken Robotics Inc. (PNG $8.14)
-
HIVE Digital Technologies Ltd. (HIVE $3.15)
-
Galaxy Digital Inc. Class A common stock (GLXY $28.71)
-
Tantalus Systems Holding Inc. (GRID $5.35)
-
Electrovaya Inc. (ELVA $12.28)
-
Nebius Group N.V. (NBIS $91.79)
Q: Your firms conviction seems to have dropped recently?
Q: Can you please provide an opinion on EOSE related to help power the AI industry. Do you see revenue growing at a high rate with some visibility, or mainly hype?
Q: Hello
one of the speakers at market call BNN and another show by TD investment
both like the industrials for a nice year 2026
for Canadian
could you kindly let me know 3-4 names in the Canadian market they I could invest in?
I do have CNR, TF11 and WSP already,
many thanks
Michael
one of the speakers at market call BNN and another show by TD investment
both like the industrials for a nice year 2026
for Canadian
could you kindly let me know 3-4 names in the Canadian market they I could invest in?
I do have CNR, TF11 and WSP already,
many thanks
Michael
Q: In a response to Howard today about ENB, you refer to US oil companies viewing Venezuelan oil as "investible", while I think Exxon referred to it as "UNinvestible". That's a big difference. Was it only Exxon that had concerns?
Thank-you
Thank-you
-
Lam Research Corporation (LRCX $226.61)
-
NVIDIA Corporation (NVDA $188.54)
-
O'Reilly Automotive Inc. (ORLY $93.44)
-
Booking Holdings Inc. (BKNG $4,281.14)
-
AutoZone Inc. (AZO $3,664.84)
-
Mastercard Incorporated (MA $540.39)
-
Visa Inc. (V $328.17)
-
Tesla Inc. (TSLA $425.21)
-
Blackstone Inc. (BX $133.82)
-
Robinhood Markets Inc. (HOOD $85.60)
-
Nebius Group N.V. (NBIS $91.79)
Q: Hi 5i team!
To follow up on this question from Jan 5th (with a twist):
Please give me your top 3 sectors for 2026 (in order of preference) with top 3 picks for each sector for USA.
Also, when do you plan on releasing your AI blog article?
Thanks and wishing everyone a prosperous 2026!
To follow up on this question from Jan 5th (with a twist):
Please give me your top 3 sectors for 2026 (in order of preference) with top 3 picks for each sector for USA.
Also, when do you plan on releasing your AI blog article?
Thanks and wishing everyone a prosperous 2026!
-
Global X Nasdaq-100 Covered Call ETF (QQCC $12.77)
-
Global X Enhanced Nasdaq-100 Covered Call ETF (QQCL $24.00)
-
JPMorgan US Equity Premium Income Active ETF (JEPI $25.51)
-
JPMorgan Nasdaq Equity Premium Income Active ETF (JEPQ $27.07)
Q: Regarding the monthly distributions paid by these ETF's, are these subject to 15% witholding tax or net of them since the etf's trade in Canada? Thx
-
TerraVest Industries Inc. (TVK $156.76)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $199.80)
-
Topicus.com Inc. (TOI $90.41)
-
Lumine Group Inc. (LMN $20.28)
Q: I need to sell some stocks for my 2026 RRIF mandatory withdrawal. Please help me to make better choices between TVK versus HPS.A and LMN versus TOI. Thank you for your great service. Bill.
Q: Hello Team 5i & Everyone,
Which chart do the big institutions use when it comes to dividend stocks, the version that adjusts data for dividends or not?
Thank you!
Sandra
Which chart do the big institutions use when it comes to dividend stocks, the version that adjusts data for dividends or not?
Thank you!
Sandra
Q: Clarification on my question on copper stocks and ETFs.
I copied and pasted that question. I am not sure how those numbers appeared.
My question was about investing in the metal itself and was not related to a specific stock.
Thank you.
I copied and pasted that question. I am not sure how those numbers appeared.
My question was about investing in the metal itself and was not related to a specific stock.
Thank you.
Q: A little outside what you might otherwise consider, at least for this stock, but do you see the recent comments from Trump (ordering no dividends or buybacks) as a potentially significant problem the share price in RTX? Many thanks for your excellent service
Q: Would you be comfortable at this time replacing JD with ONDS in a growth focused portfolio.
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.54)
-
Tantalus Systems Holding Inc. (GRID $5.35)
Q: Hi Team,
I was thinking of trimming my large position of Shop to buy some Grid. Return potential wise for say a 10yr period is this a feasible idea? My thoughts are that Grid being so much smaller might have more multi bag potential than shop at its current mega cap status.
Thanks,
Shane
I was thinking of trimming my large position of Shop to buy some Grid. Return potential wise for say a 10yr period is this a feasible idea? My thoughts are that Grid being so much smaller might have more multi bag potential than shop at its current mega cap status.
Thanks,
Shane
-
Alphabet Inc. (GOOG $318.63)
-
Toronto-Dominion Bank (The) (TD $133.64)
-
Celestica Inc. (CLS $403.96)
-
Athabasca Oil Corporation (ATH $8.53)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.54)
-
goeasy Ltd. (GSY $128.32)
-
TerraVest Industries Inc. (TVK $156.76)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $199.80)
-
Topicus.com Inc. (TOI $90.41)
-
Brookfield Corporation Class A Limited Voting Shares (BN $64.71)
-
Lumine Group Inc. (LMN $20.28)
Q: Hello Team,
Are you able to rank the above companies for the greatest appreciation over the next 3 years in your opinion. Thanks.
Are you able to rank the above companies for the greatest appreciation over the next 3 years in your opinion. Thanks.
Q: Hi folks. Which would you prefer - KTOS or ENS - for short term growth? Thanks so much in advance.
Q: Will the revival of the Venezuelan oil industry have a significant negative impact on Enbridge?
Thank you.
Very much appreciate the insight you provide and the spirit in which it is communicated.
Howard
Thank you.
Very much appreciate the insight you provide and the spirit in which it is communicated.
Howard
Q: Hello, The Sprott Physical Silver Trust quotes in USD, but when you go to buy on the TSX it converts to CAD. If you don't have a USD account, then the order execution is in CAD funds, etc. Do you foresee this as an issue, or do you only recommend this fund if buying in USD. Is there a separation with the fund for USD and CAD denominated holdings. What is your recommendation on method to buy this fund. I did buy a position already in the CAD converted option.