Investment Q&A

• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.91X Cap: $3.99T
  • View GOOG Profile
  • View Questions on GOOG
• Micron Technology Inc. (MU $394.69)
  • $394.69 P/E (TTM): 49.99X Cap: $430.94B
  • View MU Profile
  • View Questions on MU
• Teradyne Inc. (TER $300.11)
  • $300.11 P/E (TTM): 98.95X Cap: $46.99B
  • View TER Profile
  • View Questions on TER

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 27

Read Answer Asked by j on February 06, 2026

• IREN Limited (IREN $41.83)
  • $41.83 P/E (TTM): 41.61X Cap: $13.06B
  • View IREN Profile
  • View Questions on IREN
• Nebius Group N.V. (NBIS $86.10)
  • $86.10 Cap: $20.50B
  • View NBIS Profile
  • View Questions on NBIS

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 $120.18)
  • $120.18 P/E (TTM): 23.62X Cap: $53.80B
  • View TRI Profile
  • View Questions on TRI

Q: Is there a good entry-level or is it a stay away forever stock?

Upvote 7

Read Answer Asked by adam on February 06, 2026

• Micron Technology Inc. (MU $394.69)
  • $394.69 P/E (TTM): 49.99X Cap: $430.94B
  • View MU Profile
  • View Questions on MU
• IREN Limited (IREN $41.83)
  • $41.83 P/E (TTM): 41.61X Cap: $13.06B
  • View IREN Profile
  • View Questions on IREN
• Nebius Group N.V. (NBIS $86.10)
  • $86.10 Cap: $20.50B
  • View NBIS Profile
  • View Questions on NBIS

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 $2,434.02)
  • $2,434.02 P/E (TTM): 56.66X Cap: $51.58B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

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 13

Read Answer Asked by jean on February 06, 2026

• Thomson Reuters Corp (TRI $88.07)
  • $88.07 P/E (TTM): 22.35X Cap: $39.05B
  • View TRI Profile
  • View Questions on TRI

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 6

Read Answer Asked by Dennis on February 06, 2026

• Palo Alto Networks Inc. (PANW $159.32)
  • $159.32 P/E (TTM): 105.52X Cap: $107.87B
  • View PANW Profile
  • View Questions on PANW
• CrowdStrike Holdings Inc. (CRWD $395.50)
  • $395.50 Cap: $99.70B
  • View CRWD Profile
  • View Questions on CRWD

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 $414.20)
  • $414.20 P/E (TTM): 126.07X Cap: $32.87B
  • View AXON Profile
  • View Questions on AXON

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 5

Read Answer Asked by Lisa on February 06, 2026

• Constellation Software Inc. (CSU $2,434.02)
  • $2,434.02 P/E (TTM): 56.66X Cap: $51.58B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

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 $31.75)
  • $31.75 P/E (TTM): 31.0X Cap: $257M
  • View CGR Profile
  • View Questions on CGR
• iShares S&P/TSX Capped REIT Index ETF (XRE $16.36)
  • $16.36 P/E (TTM): 12.81X Cap: $1.11B
  • View XRE Profile
  • View Questions on XRE
• Hamilton REITs YIELD MAXIMIZER TM ETF (RMAX $16.57)
  • $16.57 P/E (TTM): 42.99X Cap: $130M
  • View RMAX Profile
  • View Questions on RMAX

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 $7.53)
  • $7.53 P/E (TTM): 10.96X Cap: $882M
  • View DFN Profile
  • View Questions on DFN

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 $6.38)
  • $6.38 Cap: $175M
  • View BAMI Profile
  • View Questions on BAMI

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 $185.41)
  • $185.41 P/E (TTM): 43.22X Cap: $4.17T
  • View NVDA Profile
  • View Questions on NVDA
• Celestica Inc. (CLS $419.62)
  • $419.62 P/E (TTM): 47.78X Cap: $48.27B
  • View CLS Profile
  • View Questions on CLS

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 9

Read Answer Asked by Alexandra on February 06, 2026

• FirstService Corporation (FSV $219.68)
  • $219.68 P/E (TTM): 53.69X Cap: $10.04B
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV

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 $82.82)
  • $82.82 P/E (TTM): 33.59X Cap: $74.47B
  • View HOOD Profile
  • View Questions on HOOD

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 $36.18)
  • $36.18 P/E (TTM): 199.02X Cap: $2.17T
  • View TSLA Profile
  • View Questions on TSLA
• Robinhood CDR (CAD Hedged) (HOOD $13.82)
  • $13.82 P/E (TTM): 51.68X Cap: $125.19B
  • View HOOD Profile
  • View Questions on HOOD
• Broadcom CDR (CAD Hedged) (AVGO)
  • P/E (TTM): 269.35X
  • View AVGO Profile
  • View Questions on AVGO
• CrowdStrike CDR (CAD Hedged) (CRWD $31.10)
  • $31.10 Cap: $138.47B
  • View CRWD Profile
  • View Questions on CRWD

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 $210.32)
  • $210.32 P/E (TTM): 32.91X Cap: $2.38T
  • View AMZN Profile
  • View Questions on AMZN

Q: Your thoughts on Amazon's recent quarter. Thanks.
Robert

Upvote 9

Read Answer Asked by Robert on February 06, 2026

• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.91X Cap: $3.99T
  • View GOOG Profile
  • View Questions on GOOG
• Teradyne Inc. (TER $300.11)
  • $300.11 P/E (TTM): 98.95X Cap: $46.99B
  • View TER Profile
  • View Questions on TER
• Monolithic Power Systems Inc. (MPWR $1,229.82)
  • $1,229.82 P/E (TTM): 29.16X Cap: $58.91B
  • View MPWR Profile
  • View Questions on MPWR

Q: Peter, can you give me recommendations for three American stocks which you like? Thanks you

Upvote 11

Read Answer Asked by christianne on February 06, 2026

• Amrize Ltd (AMRZ $58.41)
  • $58.41 P/E (TTM): 28.13X Cap: $29.10B
  • View AMRZ Profile
  • View Questions on AMRZ

Q: What is your opinion of the stock for a buy at this time?
Thanks. Cheers

Upvote 1

Read Answer Asked by Hans on February 06, 2026

• Rithm Capital Corp. (RITM $10.73)
  • $10.73 P/E (TTM): 7.42X Cap: $5.95B
  • View RITM Profile
  • View Questions on RITM

Q: I'm reading conflicting reports about the dividend payout ratio of this stock. Is the current dividend sustainable?

Upvote 1

Read Answer Asked by MATHEW on February 06, 2026