Investment Q&A

• HAMILTON CHAMPIONS TM U.S. Technology Index ETF (QMVP $15.58)
  • $15.58 Cap: $217M
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Q: For smaller accounts looking at this new ETF - QMVP. New product but showing 200+M in AUM , what do you think as a core holding for growth?

Upvote 3

Read Answer Asked by Kyle on February 03, 2026

• Lithium Americas Corp. (LAC $6.43)
  • $6.43 Cap: $1.95B
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Q: Trading well below its price when the U.S. government announced it was taking a stake in the company. Do you think it may be a good time to step in as a long term investor? Or are there lithium plays you think look better?
Thanks

Upvote 2

Read Answer Asked by Curtis on February 03, 2026

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $46.71)
  • $46.71 P/E (TTM): 23.36X Cap: $8.91B
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• Vanguard Total International Stock (VXUS $82.35)
  • $82.35 P/E (TTM): 11.91X Cap: $122.76B
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Q: I have U.S. dollars to invest and am looking for an ex- North America fund like VIU which you often suggest. How about VXUS? Can you suggest a better option? It has a 3% divided yield and an mer of .05%?

Thank you during these times of tumult.

Upvote 5

Read Answer Asked by Debrah on February 03, 2026

• Vanguard Information Technology ETF (VGT $748.25)
  • $748.25 P/E (TTM): 37.87X Cap: $114.03B
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• Invesco NASDAQ 100 ETF (QQQM $251.78)
  • $251.78 P/E (TTM): 32.84X Cap: $72.02B
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Q: For growth which do you prefer ? VGT seems to have more stocks in small, mid and large cap space but QQQ large cap.

Upvote 1

Read Answer Asked by Thomas on February 03, 2026

Q: Gold and precious metals have come down recently. Would you add to the sector now? If yes what are your suggestions.
Thanks Stephen

Upvote 7

Read Answer Asked by Stephen on February 03, 2026

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $178.29)
  • $178.29 P/E (TTM): 15.89X Cap: $11.32B
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• Canadian Tire Corporation Limited (CTC $212.00)
  • $212.00 P/E (TTM): 15.89X Cap: $11.32B
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Q: What do you think of Canadian Tire for the dividend and some growth. With the winter we have had lots of batteries, snow shovels and blowers being sold. Thanks

Upvote 3

Read Answer Asked by Greg on February 03, 2026

• Exchange Income Corporation (EIF $98.38)
  • $98.38 P/E (TTM): 36.64X Cap: $5.34B
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• Galaxy Digital Inc. Class A common stock (GLXY $28.71)
  • $28.71 Cap: $11.21B
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• Tantalus Systems Holding Inc. (GRID $5.35)
  • $5.35 Cap: $275M
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• Lumine Group Inc. (LMN $20.28)
  • $20.28 P/E (TTM): 75.65X Cap: $5.20B
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Q: These four stocks ,equally held in my TFSA, represent 5% of my total stock holdings. I put my 2026 contribution into LMN ( ouch ) , and my other 3 have sizeable gains. I also own 3 times as much of EIF in my RRIF. I would like to buy more GLXY if it dips into the low 30’s. Would you sell and which one of the three to buy GLXY ? I have cash in my non registered account where I could buy, but my thesis for this account is solid dividend growers. Thanks. Derek.

Upvote 5

Read Answer Asked by Derek on February 03, 2026

Q: I have a larger amount (6 figures) I am investing in the market as I consolidated and cashed out my assets when moving to Canada from overseas (due to not being able to keep them where they were for taxation reasons). I have been using dollar cost averaging when buying my new portfolio but am unsure over what period of time I should aim to do it and how often I should buy (every 2 weeks, monthly…?). I have commission free trading so that’s not an issue at the moment. What would you recommend? Thank you

Upvote 4

Read Answer Asked by Robert on February 03, 2026

Q: Hi 5I. Would you support a reversion from growth to income (divie stocks) while we wait out a return to geopolitical stability or do you think we are in a temporary market decline and there are more legs on growth, in particular, the AI boom?

Carl

Upvote 5

Read Answer Asked by Carl on February 03, 2026

• Harvest Equal Weight Global Utilities Income ETF (HUTL $19.65)
  • $19.65 P/E (TTM): 11.85X Cap: $450M
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Q: Would Hutl.ca be a safe income etf for a retired senior longer term?

Upvote 3

Read Answer Asked by nick on February 03, 2026

• Ouster Inc. (OUST $20.06)
  • $20.06 Cap: $1.20B
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Q: I bought this because I know 5I likes it. Analysts seem to like it too. Do you think this is a good time to add more or perhaps wait? Of course, hard to say where markets are headed!

Upvote 4

Read Answer Asked by Pierre on February 03, 2026

• Constellation Software Inc. (CSU $2,440.00)
  • $2,440.00 P/E (TTM): 56.5X Cap: $51.70B
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Q: I know this is really a tough one, but where would you expect CSU to bottom out?

Upvote 12

Read Answer Asked by Andrew on February 03, 2026

• Microsoft Corporation (MSFT $413.27)
  • $413.27 P/E (TTM): 25.87X Cap: $3.06T
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Q: Hello Peter & team

Tried searching the database to see what questions had been asked about this new technology and failed. Please provide an analysis of the photonic crystal market in Canada, encompassing various aspects such as market size, segmentation, growth drivers, challenges, and emerging trends. Also which companies you might recommend and if you think now is the time to begin building a position in a portfolio. Has 5i started a position in any of their mock portfolios?

Thanks for all you do

gm

Upvote 5

Read Answer Asked by Gord on February 03, 2026

• Sun Life Financial Inc. (SLF $88.76)
  • $88.76 P/E (TTM): 21.86X Cap: $49.47B
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Q: Hello 5i,
Please tell me the expected growth in SLF for one year and three years periods.
Thank you
Dave

Upvote 4

Read Answer Asked by Dave on February 03, 2026

• HIVE Digital Technologies Ltd. (HIVE $3.15)
  • $3.15 P/E (TTM): 19.46X Cap: $784M
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• Strategy Inc (MSTR $133.00)
  • $133.00 P/E (TTM): 6.57X Cap: $38.21B
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• Galaxy Digital Inc. Class A common stock (GLXY $28.71)
  • $28.71 Cap: $11.21B
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• Coinbase Global Inc (COIN $162.51)
  • $162.51 P/E (TTM): 14.49X Cap: $43.81B
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• MARA Holdings Inc. (MARA $7.66)
  • $7.66 P/E (TTM): 3.73X Cap: $3.04B
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• Robinhood Markets Inc. (HOOD $85.60)
  • $85.60 P/E (TTM): 36.07X Cap: $76.97B
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• Riot Platforms Inc. (RIOT $14.83)
  • $14.83 P/E (TTM): 45.36X Cap: $5.51B
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Q: Tom Lee was on CNBC today and stated that Bitcoin may have bottomed this past weekend because it reached technical of US$77,000 and sufficient time has passed since October 10 deleveraging event (time and price have aligned for crypto to be bottoming). If Tom Lee's forecast is correct, what CAD or US stocks would benefit from Bitcoin run past previous highs ? I own GLXY. Is this my horse or are there better stocks ?

Upvote 5

Read Answer Asked by Thomas on February 03, 2026

Q: Peter; Could you take a look at this company (SICO) . I see Mr.Sprott purchased $10M in the latest financing ? Thanks..
Rod

Upvote 1

Read Answer Asked by Rodney on February 03, 2026

• Constellation Software Inc. (CSU $2,440.00)
  • $2,440.00 P/E (TTM): 56.5X Cap: $51.70B
  • View CSU Profile
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• Evolve Cloud Computing Index Fund (DATA $26.13)
  • $26.13 P/E (TTM): 33.63X Cap: $11M
  • View DATA Profile
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Q: Hi Peter and Team,

The last question on the ETF DATA was last August. Please share your updated opinion of this ETF, and I hate to admit it, but the proceeds of the sale of some CSU will be used to purchase DATA, unless you have misgivings about DATA in general.

As always, thanks for your insight.

Upvote 2

Read Answer Asked by Jerry on February 03, 2026

• eToro Group Ltd. (ETOR $28.28)
  • $28.28 Cap: $2.07B
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Q: Can I get an update please on Etoro in relation to your last comments you made on them last year. At what price point does it get interesting if at all for you?

Upvote 1

Read Answer Asked by MG on February 03, 2026

• Stella-Jones Inc. (SJ $100.19)
  • $100.19 P/E (TTM): 16.14X Cap: $5.50B
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Q: Anything moving SJ today? and would you be a buyer ? of a full position today?( no question credit please as SJ is covered by your reports.

Upvote 2

Read Answer Asked by blake on February 03, 2026

Q: I love "Rockets and Duds" invariably good for a laugh, keep up the great work!

Upvote 5

Read Answer Asked by Barbara on February 03, 2026