Investment Q&A

• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 29.89X Cap: $3.90T
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG $488.15)
  • $488.15 P/E (TTM): 64.48X Cap: $173.35B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 46.01X Cap: $4.50T
  • View NVDA Profile
  • View Questions on NVDA
• Axon Enterprise Inc. (AXON $414.20)
  • $414.20 P/E (TTM): 130.66X Cap: $32.87B
  • View AXON Profile
  • View Questions on AXON
• EnerSys (ENS $172.22)
  • $172.22 P/E (TTM): 21.34X Cap: $6.34B
  • View ENS Profile
  • View Questions on ENS
• RTX Corporation (RTX $198.66)
  • $198.66 P/E (TTM): 40.79X Cap: $266.35B
  • View RTX Profile
  • View Questions on RTX
• Nebius Group N.V. (NBIS $86.10)
  • $86.10 Cap: $20.50B
  • View NBIS Profile
  • View Questions on NBIS

Q: I would be interested to know what your suggestions are on US growth stocks for long term hold in a RRSP account (sectors not important).

Thank you.

Upvote 21

Read Answer Asked by Ernest on January 02, 2026

• Kraken Robotics Inc. (PNG $8.10)
  • $8.10 P/E (TTM): 135.0X Cap: $2.48B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Galaxy Digital Inc. Class A common stock (GLXY $26.98)
  • $26.98 Cap: $10.53B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Tantalus Systems Holding Inc. (GRID $5.50)
  • $5.50 Cap: $282M
  • View GRID Profile
  • View Questions on GRID
• Nebius Group N.V. (NBIS $86.10)
  • $86.10 Cap: $20.50B
  • View NBIS Profile
  • View Questions on NBIS

Q: what is the forward P/E for each company which offers the best growth opportunity over the next 2 years and which has the greatest risk over the next 2 years please rate in order thanks Richard

Upvote 10

Read Answer Asked by richard on January 02, 2026

• State Street Financial Select Sector SPDR ETF (XLF $54.26)
  • $54.26 P/E (TTM): 16.77X Cap: $56.13B
  • View XLF Profile
  • View Questions on XLF
• iShares S&P U.S. Financials Index ETF (XUSF $79.68)
  • $79.68 P/E (TTM): 16.61X Cap: $53M
  • View XUSF Profile
  • View Questions on XUSF
• BMO SPDR Financials Select Sector Index ETF (ZXLF $29.77)
  • $29.77 P/E (TTM): 16.77X Cap: $9M
  • View ZXLF Profile
  • View Questions on ZXLF

Q: Do XUSF and ZXLF track the same index in the U.S. ? If a Canadian listed ETF is just owns the US ETF (which actually owns shares), is there a double MER being charged ?

Upvote 2

Read Answer Asked by Thomas on January 02, 2026

• Graphite One Inc. (GPH $1.90)
  • $1.90 Cap: $327M
  • View GPH Profile
  • View Questions on GPH
• Celestica Inc. (CLS $419.62)
  • $419.62 P/E (TTM): 50.01X Cap: $48.27B
  • View CLS Profile
  • View Questions on CLS
• TerraVest Industries Inc. (TVK $154.35)
  • $154.35 Cap: $3.34B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Aritzia Inc. Subordinate Voting Shares (ATZ $112.56)
  • $112.56 P/E (TTM): 47.1X Cap: $12.99B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Kraken Robotics Inc. (PNG $8.10)
  • $8.10 P/E (TTM): 135.0X Cap: $2.48B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Vitality Products Inc. (VPI $0.03)
  • $0.03 Cap: $1M
  • View VPI Profile
  • View Questions on VPI
• Happy Belly Food Group Inc. (HBFG $1.78)
  • $1.78 Cap: $232M
  • View HBFG Profile
  • View Questions on HBFG
• Groupe Dynamite Inc. Subordinate voting shares (GRGD $72.87)
  • $72.87 P/E (TTM): 48.26X Cap: $7.89B
  • View GRGD Profile
  • View Questions on GRGD
• Broadcom CDR (CAD Hedged) (AVGO)
  • P/E (TTM): 270.67X
  • View AVGO Profile
  • View Questions on AVGO
• Palantir CDR (CAD Hedged) (PLTR $10.45)
  • $10.45 P/E (TTM): 715.26X Cap: $443.20B
  • View PLTR Profile
  • View Questions on PLTR

Q: I have small amounts of these growth stocks balanced by dividend payers, and broad market etfs. If you were to reduce this list by streamlining it, which stocks would you eliminate and why?

Upvote 4

Read Answer Asked by Graeme on January 02, 2026

• CACI International Inc. Class A (CACI $618.50)
  • $618.50 P/E (TTM): 27.34X Cap: $13.66B
  • View CACI Profile
  • View Questions on CACI

Q: what is your view of this company? what is the forward P/E v the P/E for each of the 3 preceding years thanks Richard

Upvote 1

Read Answer Asked by richard on January 02, 2026

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Undervalued sectors, I think the CAD banks are on the high side now, thinking of rebalancing with the gains I had, but looking into what sectors are now undervalued. Any suggestions.

Upvote 8

Read Answer Asked by Tim on January 02, 2026

• Willdan Group Inc. (WLDN $115.20)
  • $115.20 P/E (TTM): 41.45X Cap: $1.69B
  • View WLDN Profile
  • View Questions on WLDN

Q: Hello 5I,

I stumbled across an interesting U.S. small cap in energy supporting Data Centres (the AI play) as well ancillary sectors and I wanted to get your thoughts on it - WLDN.

Merry Christmas and a Happy New Year to the 5i team for helping out all the DIY investors.

Cheers and all the best!

Peter

Upvote 3

Read Answer Asked by Peter on January 02, 2026

• Canadian Natural Resources Limited (CNQ $53.40)
  • $53.40 P/E (TTM): 16.85X Cap: $111.23B
  • View CNQ Profile
  • View Questions on CNQ
• Fortis Inc. (FTS $73.74)
  • $73.74 P/E (TTM): 21.13X Cap: $37.26B
  • View FTS Profile
  • View Questions on FTS
• ONEX Corporation Subordinate Voting Shares (ONEX $106.66)
  • $106.66 P/E (TTM): 12.36X Cap: $7.30B
  • View ONEX Profile
  • View Questions on ONEX
• TFI International Inc. (TFII $166.50)
  • $166.50 P/E (TTM): 31.16X Cap: $13.70B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• goeasy Ltd. (GSY $131.36)
  • $131.36 P/E (TTM): 9.56X Cap: $2.10B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Brookfield Corporation Class A Limited Voting Shares (BN $61.71)
  • $61.71 P/E (TTM): 88.7X Cap: $138.55B
  • View BN Profile
  • View Questions on BN

Q: I would like to contribute an existing holding from my non-registered account into my TFSA in early 2026, but am unsure about which holding to contribute. Which of these do you think makes the most sense to move into my TFSA based on potential upside/income? I have a long-term 10+ year hold period. Thanks!

Upvote 6

Read Answer Asked by Matt on January 02, 2026

• VanEck Uranium Nuclear Energy ETF (NLR $142.77)
  • $142.77 P/E (TTM): 28.47X Cap: $4.56B
  • View NLR Profile
  • View Questions on NLR

Q: NLR I invested in this ETF some time ago and rode it up to its high of high of $168.12. I have now given back half of my gains. Is it time to sell?

Upvote 1

Read Answer Asked by MATHEW on January 02, 2026

• WELL Health Technologies Corp. (WELL $4.05)
  • $4.05 Cap: $1.02B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• HealWELL AI Inc. Class A Subordinate Voting Shares (AIDX $0.74)
  • $0.74 Cap: $228M
  • View AIDX Profile
  • View Questions on AIDX

Q: Are either of these worth some speculative dollars?

Upvote 5

Read Answer Asked by Jim on January 02, 2026

• Fidelity Canadian Momentum ETF FCCM (FCCM $11.33)
  • View FCCM Profile
  • View Questions on FCCM

Q: Can you please provide the 5Y Total Return Performance for FCCM, Fidelity Canadian Momentum ETF and provide your data source name. This ETF says it rebalances quarterly but I could not find exactly when it does. Can you please tell me the 4 rebalance dates per year.

Upvote 2

Read Answer Asked by Ian on January 02, 2026

Q: I have been a member for many years and truly appreciate the unbiased opinions I receive when asking a question as the markets evolve over the years.
Thanks again Steve

Upvote 16

Read Answer Asked by STEVE on January 02, 2026

• BitMine Immersion Technologies Inc. (BMNR $20.47)
  • $20.47 Cap: $9.31B
  • View BMNR Profile
  • View Questions on BMNR

Q: I understand that BMNR has a board meeting mid January. I am having trouble understanding the current situation.

Has Tom Lee changed his opinion regarding the upside potential.

Upvote 1

Read Answer Asked by Donald on January 02, 2026

• North European Oil Royality Trust (NRT $9.26)
  • $9.26 P/E (TTM): 16.54X Cap: $85M
  • View NRT Profile
  • View Questions on NRT

Q: Your thoughts on NRT please

Upvote 1

Read Answer Asked by George on January 02, 2026

• CI Japan Equity Index ETF (JAPN $72.57)
  • $72.57 P/E (TTM): 0.09X Cap: $37M
  • View JAPN Profile
  • View Questions on JAPN

Q: Your thoughts.

Upvote 4

Read Answer Asked by Mark on January 02, 2026

• Alimentation Couche-Tard Inc. (ATD $78.74)
  • $78.74 P/E (TTM): 20.58X Cap: $72.89B
  • View ATD Profile
  • View Questions on ATD
• Caseys General Stores Inc. (CASY $660.90)
  • $660.90 P/E (TTM): 40.6X Cap: $24.49B
  • View CASY Profile
  • View Questions on CASY

Q: In the webinar you spoke about CASY. I did some research and really like this company. Performance has been outstanding, +44% YTD.

I own 5000 shares of ATD and it in contrast has been languishing - 7% YTD and at the same level as September 2024.

Do you think this would be a good switch, ATD to CASY?

Sheldon

Upvote 4

Read Answer Asked by Sheldon on January 02, 2026

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: What does your crystal ball say about US inflation heading into 2026? With equities looking vulnerable as they bouncing along the top, bonds also seemed poised to drop if prices rise more. In a conservative portfolio, what would be your equity/fixed income mix...and I assume you would stay short on most bonds.

Upvote 6

Read Answer Asked by Curtis on January 02, 2026

• iShares Russell 2000 Growth ETF (IWO $339.48)
  • $339.48 P/E (TTM): 22.36X Cap: $13.46B
  • View IWO Profile
  • View Questions on IWO
• iShares Core S&P Mid-Cap ETF (IJH $71.73)
  • $71.73 P/E (TTM): 19.93X Cap: $112.02B
  • View IJH Profile
  • View Questions on IJH
• iShares Russell 2000 ETF (IWM $265.02)
  • $265.02 P/E (TTM): 17.63X Cap: $75.49B
  • View IWM Profile
  • View Questions on IWM
• iShares S&P Mid-Cap 400 Growth ETF (IJK $104.71)
  • $104.71 P/E (TTM): 28.22X Cap: $9.41B
  • View IJK Profile
  • View Questions on IJK

Q: Please recommend a USA small cap etf

Upvote 4

Read Answer Asked by Gerald on January 02, 2026

• Hamilton U.S. Bond YIELD MAXIMIZER TM ETF (HBND $12.66)
  • $12.66 Cap: $185M
  • View HBND Profile
  • View Questions on HBND

Q: Hello 5i team,
I have held HBND since Feb 24 and it has been on a steady slow decline (along with the payout) ever since. I think you mentioned that lower interest rates are always better for this ETF. In light of the US lowering there rates in the coming year, will this be good for HBND?

Net assets is currently 212 M according to there website. Do you have any knowledge if this is growing? I am asking this because although the payout is decreasing, it is still pretty good and would not want this ETF to close down like what happened to HYI.

Thank You,
Andrew

Upvote 1

Read Answer Asked by Andrew on January 02, 2026

• PIMCO Income Strategy Fund Shares of Beneficial Interest (PFL $8.45)
  • $8.45 P/E (TTM): 9.01X Cap: $321M
  • View PFL Profile
  • View Questions on PFL

Q: The withholding tax in my tfsa is 15%

Would this same 15% apply in a non registered account or would it be higher? If so, how much

Thank you

Upvote 4

Read Answer Asked by JACK on January 02, 2026