Investment Q&A

• VanEck Gold Miners ETF (GDX $115.52)
  • $115.52 P/E (TTM): 37.85X Cap: $36.09B
  • View GDX Profile
  • View Questions on GDX
• Kraken Robotics Inc. (PNG $8.42)
  • $8.42 P/E (TTM): 133.83X Cap: $2.71B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• HIVE Digital Technologies Ltd. (HIVE $2.90)
  • $2.90 Cap: $767M
  • View HIVE Profile
  • View Questions on HIVE
• Galaxy Digital Inc. Class A common stock (GLXY $27.76)
  • $27.76 Cap: $11.70B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Tantalus Systems Holding Inc. (GRID $4.54)
  • $4.54 Cap: $245M
  • View GRID Profile
  • View Questions on GRID
• Electrovaya Inc. (ELVA $10.32)
  • $10.32 P/E (TTM): 73.88X Cap: $446M
  • View ELVA Profile
  • View Questions on ELVA
• Nebius Group N.V. (NBIS $90.12)
  • $90.12 Cap: $24.97B
  • View NBIS Profile
  • View Questions on NBIS

Q: Your firms conviction seems to have dropped recently?

Upvote 8

Read Answer Asked by Charles on January 12, 2026

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?

Upvote 2

Read Answer Asked by Kel on January 12, 2026

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

Upvote 9

Read Answer Asked by Michael on January 12, 2026

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

Upvote 7

Read Answer Asked by grant on January 12, 2026

• Lam Research Corporation (LRCX $237.34)
  • $237.34 P/E (TTM): 49.75X Cap: $298.54B
  • View LRCX Profile
  • View Questions on LRCX
• NVIDIA Corporation (NVDA $178.70)
  • $178.70 P/E (TTM): 47.53X Cap: $4.49T
  • View NVDA Profile
  • View Questions on NVDA
• O'Reilly Automotive Inc. (ORLY $93.77)
  • $93.77 P/E (TTM): 4.66X Cap: $77.09B
  • View ORLY Profile
  • View Questions on ORLY
• Booking Holdings Inc. (BKNG $4,226.19)
  • $4,226.19 P/E (TTM): 23.3X Cap: $134.61B
  • View BKNG Profile
  • View Questions on BKNG
• AutoZone Inc. (AZO $3,760.81)
  • $3,760.81 P/E (TTM): 33.27X Cap: $60.63B
  • View AZO Profile
  • View Questions on AZO
• Mastercard Incorporated (MA $515.72)
  • $515.72 P/E (TTM): 30.03X Cap: $459.07B
  • View MA Profile
  • View Questions on MA
• Visa Inc. (V $317.76)
  • $317.76 P/E (TTM): 28.78X Cap: $606.79B
  • View V Profile
  • View Questions on V
• Tesla Inc. (TSLA $400.54)
  • $400.54 P/E (TTM): 370.21X Cap: $1.53T
  • View TSLA Profile
  • View Questions on TSLA
• Blackstone Inc. (BX $113.24)
  • $113.24 P/E (TTM): 32.58X Cap: $87.10B
  • View BX Profile
  • View Questions on BX
• Robinhood Markets Inc. (HOOD $75.66)
  • $75.66 P/E (TTM): 29.91X Cap: $71.52B
  • View HOOD Profile
  • View Questions on HOOD
• Nebius Group N.V. (NBIS $90.12)
  • $90.12 Cap: $24.97B
  • View NBIS Profile
  • View Questions on NBIS

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!

Upvote 23

Read Answer Asked by Marco on January 12, 2026

• Global X Nasdaq-100 Covered Call ETF (QQCC $12.69)
  • $12.69 P/E (TTM): 31.69X Cap: $598M
  • View QQCC Profile
  • View Questions on QQCC
• Global X Enhanced Nasdaq-100 Covered Call ETF (QQCL $23.76)
  • $23.76 P/E (TTM): 34.11X Cap: $310M
  • View QQCL Profile
  • View Questions on QQCL
• JPMorgan US Equity Premium Income Active ETF (JEPI $25.84)
  • $25.84 P/E (TTM): 24.0X Cap: $324M
  • View JEPI Profile
  • View Questions on JEPI
• JPMorgan Nasdaq Equity Premium Income Active ETF (JEPQ $27.08)
  • $27.08 P/E (TTM): 27.57X Cap: $151M
  • View JEPQ Profile
  • View Questions on JEPQ

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

Upvote 7

Read Answer Asked by Tony on January 12, 2026

• TerraVest Industries Inc. (TVK $146.74)
  • $146.74 Cap: $3.45B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $195.50)
  • $195.50 P/E (TTM): 30.07X Cap: $2.35B
  • View HPS.A Profile
  • View Questions on HPS.A
• Topicus.com Inc. (TOI $93.30)
  • $93.30 P/E (TTM): 740.92X Cap: $12.07B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $21.15)
  • $21.15 P/E (TTM): 74.82X Cap: $5.70B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

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.

Upvote 14

Read Answer Asked by Bill on January 12, 2026

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

Upvote 3

Read Answer Asked by Sandra on January 12, 2026

• Sprott Physical Copper Trust (COP.U $12.21)
  • $12.21 Cap: $124M
  • View COP.U Profile
  • View Questions on COP.U

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.

Upvote 3

Read Answer Asked by Tulio on January 12, 2026

• RTX Corporation (RTX $201.17)
  • $201.17 P/E (TTM): 40.71X Cap: $265.27B
  • View RTX Profile
  • View Questions on RTX

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

Upvote 6

Read Answer Asked by Leonard on January 12, 2026

• JD.com Inc. (JD $26.52)
  • $26.52 P/E (TTM): 7.06X Cap: $39.20B
  • View JD Profile
  • View Questions on JD
• Ondas Inc (ONDS $9.88)
  • $9.88 Cap: $4.69B
  • View ONDS Profile
  • View Questions on ONDS

Q: Would you be comfortable at this time replacing JD with ONDS in a growth focused portfolio.

Upvote 1

Read Answer Asked by Timothy on January 12, 2026

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.57)
  • $163.57 P/E (TTM): 127.25X Cap: $224.50B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Tantalus Systems Holding Inc. (GRID $4.54)
  • $4.54 Cap: $245M
  • View GRID Profile
  • View Questions on GRID

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

Upvote 7

Read Answer Asked by Shane on January 12, 2026

• Alphabet Inc. (GOOG $307.74)
  • $307.74 P/E (TTM): 28.83X Cap: $3.78T
  • View GOOG Profile
  • View Questions on GOOG
• Toronto-Dominion Bank (The) (TD $132.99)
  • $132.99 P/E (TTM): 11.22X Cap: $230.71B
  • View TD Profile
  • View Questions on TD
• Celestica Inc. (CLS $375.53)
  • $375.53 P/E (TTM): 49.65X Cap: $43.90B
  • View CLS Profile
  • View Questions on CLS
• Athabasca Oil Corporation (ATH $8.91)
  • $8.91 P/E (TTM): 9.49X Cap: $4.48B
  • View ATH Profile
  • View Questions on ATH
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.57)
  • $163.57 P/E (TTM): 127.25X Cap: $224.50B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• goeasy Ltd. (GSY $106.58)
  • $106.58 P/E (TTM): 7.89X Cap: $1.76B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• TerraVest Industries Inc. (TVK $146.74)
  • $146.74 Cap: $3.45B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $195.50)
  • $195.50 P/E (TTM): 30.07X Cap: $2.35B
  • View HPS.A Profile
  • View Questions on HPS.A
• Topicus.com Inc. (TOI $93.30)
  • $93.30 P/E (TTM): 740.92X Cap: $12.07B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Brookfield Corporation Class A Limited Voting Shares (BN $59.67)
  • $59.67 P/E (TTM): 88.8X Cap: $139.65B
  • View BN Profile
  • View Questions on BN
• Lumine Group Inc. (LMN $21.15)
  • $21.15 P/E (TTM): 74.82X Cap: $5.70B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Hello Team,

Are you able to rank the above companies for the greatest appreciation over the next 3 years in your opinion. Thanks.

Upvote 38

Read Answer Asked by Kevin on January 12, 2026

• EnerSys (ENS $166.08)
  • $166.08 P/E (TTM): 20.75X Cap: $6.30B
  • View ENS Profile
  • View Questions on ENS
• Kratos Defense & Security Solutions Inc. (KTOS $85.54)
  • $85.54 P/E (TTM): 725.46X Cap: $15.69B
  • View KTOS Profile
  • View Questions on KTOS

Q: Hi folks. Which would you prefer - KTOS or ENS - for short term growth? Thanks so much in advance.

Upvote 2

Read Answer Asked by Judith on January 12, 2026

• Enbridge Inc. (ENB $72.62)
  • $72.62 P/E (TTM): 27.44X Cap: $155.92B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB

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

Upvote 14

Read Answer Asked by Howard on January 12, 2026

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.

Upvote 3

Read Answer Asked by william on January 12, 2026

• BMO Equal Weight Banks Index ETF (ZEB $61.42)
  • $61.42 P/E (TTM): 15.15X Cap: $5.21B
  • View ZEB Profile
  • View Questions on ZEB
• TD Canadian Equity Index ETF (TTP $39.53)
  • $39.53 P/E (TTM): 12.93X Cap: $5.46B
  • View TTP Profile
  • View Questions on TTP
• Vanguard S&P 500 Index ETF (VFV $166.32)
  • $166.32 P/E (TTM): 26.01X Cap: $28.53B
  • View VFV Profile
  • View Questions on VFV
• Vanguard Global Dividend Fund Series F (VIC200 $17.54)
  • $17.54 P/E (TTM): 11.5X
  • View VIC200 Profile
  • View Questions on VIC200

Q: I'm looking for a lo-volatilty ETF with some growth for a long term hold. Which would u recommend or do you have a better option?

Upvote 2

Read Answer Asked by Graeme on January 12, 2026

• TD Q Global Dividend ETF (TQGD $23.97)
  • $23.97 P/E (TTM): 19.79X Cap: $648M
  • View TQGD Profile
  • View Questions on TQGD

Q: Greetings 5i,

Your thoughts on this etf for a TD customer in a tfsa. Building the wife's portfolio with safer broader market products as we get 10 years out from retirement. What would be your max % for this product in such a portfolio? What other etfs might you consider for a portfolio 10 years out from the big day? I realize you cant personalize advice but I would like your / the industries general thoughts on the subject. Take as many credits as you need,

Cheers!

Upvote 4

Read Answer Asked by Duane on January 12, 2026

• BMO Short-Term US IG Corporate Bond Hedged to CAD Index ETF (ZSU $13.40)
  • $13.40 Cap: $317M
  • View ZSU Profile
  • View Questions on ZSU
• TD Select U.S. Short Term Corporate Bond Ladder ETF (TUSB $14.18)
  • $14.18 Cap: $48M
  • View TUSB Profile
  • View Questions on TUSB

Q: Great service. Do you foresee a buyer strike on US Treasuries given recent Trump activity and comments surrounding Venezuela, Greenland and others. If so, would this cause rates to rise? Is this a real concern or just paranoia on my part? It seems Europe, China and others cannot compete militarily but may begin to use economic leverage against the US. Thank you for your insights.

Upvote 5

Read Answer Asked by Curtis on January 12, 2026

• AXT Inc (AXTI $37.29)
  • $37.29 Cap: $1.93B
  • View AXTI Profile
  • View Questions on AXTI

Q: Your take on this company please
Is it still buyable?

Upvote 1

Read Answer Asked by JR on January 12, 2026