Investment Q&A

• Halliburton Company (HAL $34.84)
  • $34.84 P/E (TTM): 23.56X Cap: $30.09B
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• CES Energy Solutions Corp. (CEU $18.32)
  • $18.32 P/E (TTM): 22.83X Cap: $3.82B
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• VanEck Oil Services ETF (OIH $372.47)
  • $372.47 P/E (TTM): 15.15X Cap: $2.43B
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Q: What would be your 3 favourite drillers/service companies in the US and Canada? Thanks.

Upvote 2

Read Answer Asked by Michael on February 05, 2026

Q: - what would your top recommendations be for the sectors basic materials, consumer staples, industrial and energy?

Upvote 12

Read Answer Asked by Robert on February 05, 2026

• Haivision Systems Inc. (HAI $9.65)
  • $9.65 Cap: $282M
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Q: What are your thoughts on Haivision? The 4th quarter results released on Jan 14th looked very strong, and the company turned a nice profit, with good revenue growth. The stock has increased about 60% since then. Is it worth a speculative buy here, or better to wait and see another couple of quarterly results?

Upvote 1

Read Answer Asked by Dan on February 05, 2026

• Dundee Corporation Class A Subordinate Voting Shares (DC.A $4.23)
  • $4.23 P/E (TTM): 3.48X Cap: $393M
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• DPM Metals Inc. (DPM $51.93)
  • $51.93 P/E (TTM): 20.9X Cap: $11.52B
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Q: Is Dundee Corp. a good way to invest in materials? Is it a well run company?
What exactly does it do?

Is DPM a well run mining company - what kind of metals does it mine?
Does it have a promising future - is it a good investment?
What is the relationship to Dundee Corp.

Upvote 1

Read Answer Asked by Reg on February 05, 2026

• Amazon.com Inc. (AMZN $209.53)
  • $209.53 P/E (TTM): 29.89X Cap: $2.28T
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• Alphabet Inc. (GOOG $303.21)
  • $303.21 P/E (TTM): 28.39X Cap: $3.73T
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• Microsoft Corporation (MSFT $401.86)
  • $401.86 P/E (TTM): 25.38X Cap: $3T
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Q: Hi There. Please correct me if I am wrong but I understand that Google, Microsoft and Amazon are stake holders of Anthropic. Can you please tell how much % ownership they have in Anthropic? Do you think this is a reasonable way of getting exposure to Anthropic? If yes, which stock if any would you purchase? Many thanks.

Upvote 6

Read Answer Asked by Ian on February 05, 2026

• Blackstone Inc. (BX $102.12)
  • $102.12 P/E (TTM): 28.34X Cap: $79.59B
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• Brookfield Corporation Class A Limited Voting Shares (BN $52.81)
  • $52.81 P/E (TTM): 83.41X Cap: $123.67B
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Q: Hi Team: Bx looks attractive after the recent pullback. Do you like the company?
Is this an opportuity to buy? How does it compare to Brookfield for long term growth and income? Thanks for all you do.
Gary

Upvote 2

Read Answer Asked by Gary on February 05, 2026

• iShares Expanded Tech-Software Sector ETF (IGV $84.99)
  • $84.99 P/E (TTM): 42.42X Cap: $10.79B
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Q: Hello Team 5i & Everyone!

I occasionally listen to Lance Robert's posts. Today was one of those days and anyone worried about the software sector may find part of this video interesting to watch. He answers a question from his audience about A.I. and the sell off in software stocks at the 15 minute mark approximately.

https://x.com/LanceRoberts/status/2019017021019894158?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet

Thank you,

Sandra

Upvote 3

Read Answer Asked by Sandra on February 05, 2026

• Sun Life Financial Inc. (SLF $85.68)
  • $85.68 P/E (TTM): 14.04X Cap: $47.84B
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• Power Corporation of Canada Subordinate Voting Shares (POW $64.64)
  • $64.64 P/E (TTM): 13.86X Cap: $41.40B
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Q: One of the factors I consider when comparing companies is Debt/Equity. 5i lists SLF as 7.16 and POW as 0.05. Could you please rationalize this difference for me.
Do you have a preference?

Upvote 3

Read Answer Asked by Doug on February 05, 2026

• Hamilton Enhanced Canadian Covered Call ETF (HDIV $21.07)
  • $21.07 P/E (TTM): 20.4X Cap: $1.36B
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• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.63)
  • $13.63 P/E (TTM): 14.79X Cap: $1.19B
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Q: UMAX has been going straight down since 2022. Time to let it go? I have individual utility stocks ( ACO.X, BIPC, BIP, BEP, CU, FTS,
H.TO ).
If so what dividend paying replacement would be suggested, or just keep it, or sell it and add to my winning covered call ETF's ( NXF, HDIV, HMAX, HYLD, IWO, NXF, QMAX, SMAX, VDC, VDY, XLY, ZQQ, ZRE, ZWE, ZWH.U)?
Healthy 80 year old value /dividend investor with stocks and ETF's in all sectors with an outlook of 5-10 YEARS (I hope).

Upvote 2

Read Answer Asked by STANLEY on February 05, 2026

• CI Tech Giants Covered Call ETF (TXF.B $28.19)
  • $28.19 P/E (TTM): 0.25X Cap: $77M
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• TD Global Technology Leaders Index ETF (TEC $49.22)
  • $49.22 P/E (TTM): 31.1X Cap: $3.24B
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Q: What ETF can you recommend that focuses on the tech giants but does NOT sell covered calls?

Upvote 2

Read Answer Asked by Donald on February 05, 2026

• Global X SuperDividend U.S. ETF (DIV $18.96)
  • $18.96 P/E (TTM): 14.92X Cap: $726M
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Q: Hi 5i,

Would a Canadian holding this ETF inside an RRSP be subject to extra taxes because of MLPs?

TIA!

Upvote 1

Read Answer Asked by Wayne on February 05, 2026

• Constellation Software Inc. (CSU $2,619.09)
  • $2,619.09 P/E (TTM): 68.89X Cap: $57.21B
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Q: Unless I am mistaken, I believe that CSU only reports GAAP earnings, yet every website I check seems to list their "adjusted" earnings. If this is in fact the case who exactly decides on these adjustments and comes up with the adjusted EPS figure?

Upvote 4

Read Answer Asked by Steven on February 05, 2026

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,262.93)
  • $2,262.93 P/E (TTM): 7.75X Cap: $48.74B
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Q: Fairfax Financial is down 14 percent YtD and it trades at a very low P/E around 8. What would stop you from making this a core holding when much of the market seems expensive?

Upvote 2

Read Answer Asked by Ray on February 05, 2026

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $171.94)
  • $171.94 P/E (TTM): 139.22X Cap: $229.48B
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Q: Hello Team,
Is SHOP a buy today for two year hold?
Many thanks!

Upvote 8

Read Answer Asked by Issaku on February 05, 2026

• Apple Inc. (AAPL $255.76)
  • $255.76 P/E (TTM): 33.02X Cap: $3.82T
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• Amazon.com Inc. (AMZN $209.53)
  • $209.53 P/E (TTM): 29.89X Cap: $2.28T
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• Costco Wholesale Corporation (COST $1,003.32)
  • $1,003.32 P/E (TTM): 69.31X Cap: $440.42B
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• Meta Platforms Inc. (META $638.18)
  • $638.18 P/E (TTM): 27.84X Cap: $1.65T
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• Eli Lilly and Company (LLY $977.25)
  • $977.25 P/E (TTM): 43.63X Cap: $944.66B
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• Walmart Inc. (WMT $125.33)
  • $125.33 Cap: $984.23B
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• Enbridge Inc. (ENB $73.12)
  • $73.12 P/E (TTM): 27.9X Cap: $159B
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• ARC Resources Ltd. (ARX $27.73)
  • $27.73 P/E (TTM): 6.57X Cap: $15.40B
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• Tourmaline Oil Corp. (TOU $66.65)
  • $66.65 P/E (TTM): 87.18X Cap: $25.16B
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• WSP Global Inc. (WSP $222.56)
  • $222.56 P/E (TTM): 30.69X Cap: $30.80B
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• Celestica Inc. (CLS $361.28)
  • $361.28 P/E (TTM): 37.55X Cap: $41.53B
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• TFI International Inc. (TFII $140.34)
  • $140.34 P/E (TTM): 38.89X Cap: $12.38B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $171.94)
  • $171.94 P/E (TTM): 139.22X Cap: $229.48B
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• goeasy Ltd. (GSY $35.02)
  • $35.02 P/E (TTM): 3.62X Cap: $653M
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• Teradyne Inc. (TER $286.61)
  • $286.61 P/E (TTM): 86.68X Cap: $44.87B
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• Fortis Inc. (FTS $58.07)
  • $58.07 P/E (TTM): 22.4X Cap: $29.52B
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• Boyd Group Services Inc. (BYD $208.66)
  • $208.66 P/E (TTM): 218.79X Cap: $6.09B
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• Nvidia CDR (CAD Hedged) (NVDA $41.36)
  • $41.36 P/E (TTM): 62.85X Cap: $6.09T
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• Costco CDR (CAD Hedged) (COST $45.03)
  • $45.03 P/E (TTM): 54.77X Cap: $598.25B
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• Microsoft CDR (CAD Hedged) (MSFT $28.47)
  • $28.47 P/E (TTM): 29.75X Cap: $4.08T
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• Alphabet CDR (CAD Hedged) (GOOG $48.87)
  • $48.87 P/E (TTM): 38.18X Cap: $5.04T
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• GE Vernova CDR (CAD Hedged) (GEV $56.45)
  • $56.45 P/E (TTM): 47.44X Cap: $306.22B
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Q: Hi Group took some profits on Google (still hold 6%) any have some cash would like to pick 3 from the above list and start 3 new positions . Please give me you 3 to add to as well suggestions in 3 new positions Amazon Apple Meta i no longer have maybe they qualify

Better to add or start new positions is the question please list in order of preference in both Growth and value are the target thanks

Upvote 14

Read Answer Asked by Terence on February 05, 2026

• Hamilton Technology YIELD MAXIMIZER TM ETF (QMAX $19.58)
  • $19.58 P/E (TTM): 42.73X Cap: $706M
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Q: Tech stocks have been taking a beating recently and QMAX is feeling the pinch, down ~18% in the last three months. What price would you suggest as a good entry point?

Upvote 1

Read Answer Asked by Jean on February 05, 2026

• Alphabet Inc. (GOOG $303.21)
  • $303.21 P/E (TTM): 28.39X Cap: $3.73T
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• Micron Technology Inc. (MU $405.35)
  • $405.35 P/E (TTM): 38.32X Cap: $2.35T
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• Celestica Inc. (CLS $361.28)
  • $361.28 P/E (TTM): 37.55X Cap: $41.53B
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Q: I have 8% cash in my portfolio after I sold all my CSU in December. I would like some suggestions as to what AI related stocks to purchase.

Upvote 9

Read Answer Asked by stephen on February 05, 2026

• Kraken Robotics Inc. (PNG $9.62)
  • $9.62 P/E (TTM): 170.5X Cap: $3.05B
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• Zedcor Inc. (ZDC $5.45)
  • $5.45 P/E (TTM): 389.29X Cap: $577M
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Q: Hi,

Hopefully this question is general enough to not be considered personal advice!

I've done very well with Zedcor and Kraken (thank you!). You often mention their high valuations. I wouldn't mind taking some profits to put elsewhere.

Given the recent sharp decline (especially Kraken), would you say it's still richly valued enough to sell a bit? Or might it be better to wait for a rebound, given its volatility?

Upvote 9

Read Answer Asked by GeeMac on February 05, 2026

• Global X Lithium & Battery Tech ETF (LIT $71.15)
  • $71.15 P/E (TTM): 1.02X Cap: $1.76B
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Q: Global X Lithium and Battery Tech ETF LI.

Do you think this is worth investing in?

Thank you.

Upvote 2

Read Answer Asked by Ross on February 05, 2026

• Nebius Group N.V. (NBIS $108.04)
  • $108.04 Cap: $26.66B
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Q: With tech stocks taking a beating is it best to sell NBIS now or hold?
Thanks

Upvote 6

Read Answer Asked by Ben on February 05, 2026