Investment Q&A

• Galaxy Digital Inc. Class A common stock (GLXY $28.82)
  • $28.82 Cap: $10.53B
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• Coinbase Global Inc (COIN $165.31)
  • $165.31 P/E (TTM): 14.31X Cap: $44.52B
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• ISHARES BITCOIN TR (IBIT $39.34)
  • $39.34 Cap: $54.12B
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• Nebius Group N.V. (NBIS $92.19)
  • $92.19 Cap: $20.50B
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• iShares Ethereum Trust ETF (ETHA $15.51)
  • $15.51 Cap: $6.96B
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• CoreWeave Inc. (CRWV $94.94)
  • $94.94 Cap: $44.82B
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• BitMine Immersion Technologies Inc. (BMNR $20.57)
  • $20.57 Cap: $9.31B
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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 5

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 8

Read Answer Asked by S on February 06, 2026

• Alphabet Inc. (GOOG $325.69)
  • $325.69 P/E (TTM): 29.89X Cap: $3.90T
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• Micron Technology Inc. (MU $384.46)
  • $384.46 P/E (TTM): 52.0X Cap: $444.22B
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• Teradyne Inc. (TER $312.50)
  • $312.50 P/E (TTM): 109.53X Cap: $46.99B
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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 36

Read Answer Asked by j on February 06, 2026

• IREN Limited (IREN $44.67)
  • $44.67 P/E (TTM): 74.7X Cap: $13.89B
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• Nebius Group N.V. (NBIS $92.19)
  • $92.19 Cap: $20.50B
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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 $118.95)
  • $118.95 P/E (TTM): 22.2X Cap: $53.46B
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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 $384.46)
  • $384.46 P/E (TTM): 52.0X Cap: $444.22B
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• IREN Limited (IREN $44.67)
  • $44.67 P/E (TTM): 74.7X Cap: $13.89B
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• Nebius Group N.V. (NBIS $92.19)
  • $92.19 Cap: $20.50B
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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 $2,391.40)
  • $2,391.40 P/E (TTM): 55.68X Cap: $51.58B
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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 17

Read Answer Asked by jean on February 06, 2026

• Thomson Reuters Corp (TRI $87.57)
  • $87.57 P/E (TTM): 22.2X Cap: $39.05B
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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 $161.77)
  • $161.77 P/E (TTM): 100.84X Cap: $111.04B
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• CrowdStrike Holdings Inc. (CRWD $402.66)
  • $402.66 Cap: $99.70B
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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 $430.51)
  • $430.51 P/E (TTM): 130.66X Cap: $32.87B
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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 6

Read Answer Asked by Lisa on February 06, 2026

• Constellation Software Inc. (CSU $2,391.40)
  • $2,391.40 P/E (TTM): 55.68X Cap: $51.58B
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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 $31.46)
  • $31.46 P/E (TTM): 31.0X Cap: $257M
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• iShares S&P/TSX Capped REIT Index ETF (XRE $16.31)
  • $16.31 P/E (TTM): 12.81X Cap: $1.11B
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• Hamilton REITs YIELD MAXIMIZER TM ETF (RMAX $16.53)
  • $16.53 P/E (TTM): 42.99X Cap: $130M
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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 $7.65)
  • $7.65 P/E (TTM): 10.96X Cap: $903M
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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 $6.40)
  • $6.40 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 $191.78)
  • $191.78 P/E (TTM): 46.01X Cap: $4.50T
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• Celestica Inc. (CLS $428.89)
  • $428.89 P/E (TTM): 50.01X Cap: $48.27B
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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 $218.96)
  • $218.96 P/E (TTM): 52.28X Cap: $10.04B
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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 $87.48)
  • $87.48 P/E (TTM): 34.51X Cap: $74.47B
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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 $36.80)
  • $36.80 P/E (TTM): 201.52X Cap: $2.11T
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• Robinhood CDR (CAD Hedged) (HOOD $14.53)
  • $14.53 P/E (TTM): 53.09X 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 $31.69)
  • $31.69 Cap: $138.47B
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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 $209.58)
  • $209.58 P/E (TTM): 29.33X Cap: $2.24T
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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 $325.69)
  • $325.69 P/E (TTM): 29.89X Cap: $3.90T
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• Teradyne Inc. (TER $312.50)
  • $312.50 P/E (TTM): 109.53X Cap: $46.99B
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• Monolithic Power Systems Inc. (MPWR $1,203.48)
  • $1,203.48 P/E (TTM): 31.55X Cap: $58.91B
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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