Investment Q&A

• Booking Holdings Inc. (BKNG $4,140.60)
  • $4,140.60 P/E (TTM): 26.97X Cap: $133.46B
  • View BKNG Profile
  • View Questions on BKNG
• MakeMyTrip Limited (MMYT $56.25)
  • $56.25 Cap: $6.25B
  • View MMYT Profile
  • View Questions on MMYT
• Trip.com Group Limited (TCOM $54.43)
  • $54.43 P/E (TTM): 15.19X Cap: $35.55B
  • View TCOM Profile
  • View Questions on TCOM

Q: Not urgent. Are there companies outside of the US that are 'travel' stocks that you would recommend? If not, where would you lean into in the US travel stock list?

Upvote 2

Read Answer Asked by Gregory on January 05, 2026

Q: I realize that CAD/USD exchange rate is historically very hard to predict, but most pundits are calling for US dollar weakness in 2026. About 60% of my portfolio is in US dollar denominated assets. Should I reduce that exposure?

Upvote 8

Read Answer Asked by ROB on January 05, 2026

• Canadian Natural Resources Limited (CNQ $55.39)
  • $55.39 P/E (TTM): 17.47X Cap: $115.38B
  • View CNQ Profile
  • View Questions on CNQ
• Whitecap Resources Inc. (WCP $13.16)
  • $13.16 P/E (TTM): 11.25X Cap: $15.97B
  • View WCP Profile
  • View Questions on WCP

Q: Worried about U.S. seizure of Venezuelan oil.
What price would Wti have to decline before Cnq & Wcp reduce their dividends?

Upvote 6

Read Answer Asked by Terry on January 05, 2026

• Costco Wholesale Corporation (COST $1,018.48)
  • $1,018.48 P/E (TTM): 70.78X Cap: $452.07B
  • View COST Profile
  • View Questions on COST
• JD.com Inc. (JD $27.14)
  • $27.14 P/E (TTM): 6.99X Cap: $39.44B
  • View JD Profile
  • View Questions on JD
• Uber Technologies Inc. (UBER $69.99)
  • $69.99 P/E (TTM): 9.0X Cap: $145.42B
  • View UBER Profile
  • View Questions on UBER

Q: hi,
I am down ( with percentage in brackets) on the following US equities:
COST(9), JD(29), UBER(11).
which stocks if any would you buy at current levels and please rank best to worst.
cheers, Chris

Upvote 3

Read Answer Asked by chris on January 05, 2026

• Amazon.com Inc. (AMZN $198.79)
  • $198.79 P/E (TTM): 27.73X Cap: $2.13T
  • View AMZN Profile
  • View Questions on AMZN
• Broadcom Inc. (AVGO $325.17)
  • $325.17 P/E (TTM): 68.46X Cap: $1.54T
  • View AVGO Profile
  • View Questions on AVGO
• Alphabet Inc. (GOOG $306.02)
  • $306.02 P/E (TTM): 28.31X Cap: $3.69T
  • View GOOG Profile
  • View Questions on GOOG
• Micron Technology Inc. (MU $411.66)
  • $411.66 P/E (TTM): 39.13X Cap: $463.32B
  • View MU Profile
  • View Questions on MU
• NVIDIA Corporation (NVDA $182.81)
  • $182.81 P/E (TTM): 45.36X Cap: $4.44T
  • View NVDA Profile
  • View Questions on NVDA
• QUALCOMM Incorporated (QCOM $140.70)
  • $140.70 P/E (TTM): 28.37X Cap: $150.12B
  • View QCOM Profile
  • View Questions on QCOM
• Salesforce Inc. (CRM $189.72)
  • $189.72 P/E (TTM): 25.33X Cap: $177.76B
  • View CRM Profile
  • View Questions on CRM
• Uber Technologies Inc. (UBER $69.99)
  • $69.99 P/E (TTM): 9.0X Cap: $145.42B
  • View UBER Profile
  • View Questions on UBER
• RTX Corporation (RTX $200.06)
  • $200.06 P/E (TTM): 40.33X Cap: $268.53B
  • View RTX Profile
  • View Questions on RTX

Q: I'm looking to start experimenting in 2026 with selling covered calls and cash secured puts (using a smaller % of my overall portfolio). Does 5i have any favourite tickers for this type of activity?

Thanks!

Upvote 6

Read Answer Asked by dan on January 05, 2026

• iShares S&P/TSX Global Gold Index ETF (XGD $61.96)
  • $61.96 P/E (TTM): 8.01X Cap: $4.82B
  • View XGD Profile
  • View Questions on XGD

Q: Morning
XGD has done well in 2025
Please comment on possible return for 2026
Thank you

Upvote 3

Read Answer Asked by Michael on January 05, 2026

Q: Happy New Year!

What would be your top 3 stocks from each of your Growth, Balanced, and Income portfolios if one was starting out now?

Upvote 23

Read Answer Asked by Stephen on January 05, 2026

• Northrop Grumman Corporation (NOC $702.57)
  • $702.57 P/E (TTM): 24.16X Cap: $99.70B
  • View NOC Profile
  • View Questions on NOC
• AeroVironment Inc. (AVAV $243.87)
  • $243.87 Cap: $12.17B
  • View AVAV Profile
  • View Questions on AVAV
• Kratos Defense & Security Solutions Inc. (KTOS $89.06)
  • $89.06 P/E (TTM): 685.08X Cap: $15.16B
  • View KTOS Profile
  • View Questions on KTOS
• L3Harris Technologies Inc. (LHX $345.50)
  • $345.50 P/E (TTM): 40.5X Cap: $64.53B
  • View LHX Profile
  • View Questions on LHX
• RTX Corporation (RTX $200.06)
  • $200.06 P/E (TTM): 40.33X Cap: $268.53B
  • View RTX Profile
  • View Questions on RTX

Q: Hi Peter
As the volatility increases in our world what are your top Us defence companies you would invest at this time .

Upvote 6

Read Answer Asked by Candi on January 05, 2026

• AT&T Inc. (T $28.69)
  • $28.69 P/E (TTM): 9.44X Cap: $200.84B
  • View T Profile
  • View Questions on T

Q: Considering the next 3 years: BUY? SELL? or HOLD?

Upvote 2

Read Answer Asked by Ray on January 05, 2026

• Chevron Corporation (CVX $181.96)
  • $181.96 P/E (TTM): 25.84X Cap: $369.96B
  • View CVX Profile
  • View Questions on CVX
• Exxon Mobil Corporation (XOM $148.45)
  • $148.45 P/E (TTM): 21.58X Cap: $626.03B
  • View XOM Profile
  • View Questions on XOM
• Canadian Natural Resources Limited (CNQ $55.39)
  • $55.39 P/E (TTM): 17.47X Cap: $115.38B
  • View CNQ Profile
  • View Questions on CNQ
• Suncor Energy Inc. (SU $55.99)
  • $55.99 P/E (TTM): 17.82X Cap: $66.53B
  • View SU Profile
  • View Questions on SU

Q: What impact do you think there will be to Canadian oil companies when the US starts to control Venezuelan oil and what timeline. What companies would benefit?

Upvote 11

Read Answer Asked by George on January 05, 2026

• Toronto-Dominion Bank (The) (TD $129.93)
  • $129.93 P/E (TTM): 11.11X Cap: $221.81B
  • View TD Profile
  • View Questions on TD

Q: What is your favourite Canadian big bank in 2026?

Upvote 7

Read Answer Asked by Eric on January 05, 2026

• Costco Wholesale Corporation (COST $1,018.48)
  • $1,018.48 P/E (TTM): 70.78X Cap: $452.07B
  • View COST Profile
  • View Questions on COST
• Canadian National Railway Company (CNR $146.42)
  • $146.42 P/E (TTM): 19.87X Cap: $89.52B
  • View CNR Profile
  • View Questions on CNR
• Constellation Software Inc. (CSU $2,356.67)
  • $2,356.67 P/E (TTM): 55.25X Cap: $49.94B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• TMX Group Limited (X $45.32)
  • $45.32 P/E (TTM): 30.42X Cap: $12.60B
  • View X Profile
  • View Questions on X
  • View Reports on X
• Alimentation Couche-Tard Inc. (ATD $83.86)
  • $83.86 P/E (TTM): 22.46X Cap: $77.63B
  • View ATD Profile
  • View Questions on ATD
• MercadoLibre Inc. (MELI $1,988.26)
  • $1,988.26 P/E (TTM): 48.53X Cap: $100.79B
  • View MELI Profile
  • View Questions on MELI
• ASML Holding N.V. (ASML $1,406.61)
  • $1,406.61 P/E (TTM): 61.56X Cap: $553.19B
  • View ASML Profile
  • View Questions on ASML
• Watsco Inc. (WSO $417.92)
  • $417.92 P/E (TTM): 32.55X Cap: $16.95B
  • View WSO Profile
  • View Questions on WSO
• Brookfield Corporation Class A Limited Voting Shares (BN $65.06)
  • $65.06 P/E (TTM): 95.84X Cap: $146.08B
  • View BN Profile
  • View Questions on BN

Q: Out of the following 10 stocks - what would be your top 5 right now for future growth.

ASML, COST, MELI, MKL, WSO, ATD, BN, CNR, CSU, X

Upvote 19

Read Answer Asked by Stephen on January 05, 2026

• Pan American Silver Corp. (PAAS $79.00)
  • $79.00 P/E (TTM): 33.64X Cap: $33.34B
  • View PAAS Profile
  • View Questions on PAAS
• Discovery Silver Corp. (DSV $10.18)
  • $10.18 Cap: $8.21B
  • View DSV Profile
  • View Questions on DSV
• First Majestic Silver Corp. (AG $31.28)
  • $31.28 Cap: $15.36B
  • View AG Profile
  • View Questions on AG

Q: We are looking to find a medium to large cap company in the silver sector. What would be your recommendation?

Upvote 6

Read Answer Asked by Joanne on January 05, 2026

• Alphabet Inc. (GOOG $306.02)
  • $306.02 P/E (TTM): 28.31X Cap: $3.69T
  • View GOOG Profile
  • View Questions on GOOG
• Intel Corporation (INTC $46.79)
  • $46.79 Cap: $233.71B
  • View INTC Profile
  • View Questions on INTC
• NVIDIA Corporation (NVDA $182.81)
  • $182.81 P/E (TTM): 45.36X Cap: $4.44T
  • View NVDA Profile
  • View Questions on NVDA
• Texas Instruments Incorporated (TXN $226.16)
  • $226.16 P/E (TTM): 41.42X Cap: $205.25B
  • View TXN Profile
  • View Questions on TXN
• Amkor Technology Inc. (AMKR $47.48)
  • $47.48 P/E (TTM): 37.98X Cap: $13.88B
  • View AMKR Profile
  • View Questions on AMKR

Q: I want to examine a severe geopolitical scenario and identify potential economic beneficiaries. If heightened geopolitical tensions—say, related to Venezuela—were perceived as creating conditions where China might move against Taiwan, this could disrupt the semiconductor supply chain, particularly affecting TSMC's advanced chip production. I'm anticipating major impacts: NVIDIA's valuation would likely plummet, AI development would face significant setbacks, and chip manufacturing might shift toward Samsung or Intel. AI data center construction and operations would be severely disrupted, hurting related infrastructure companies. In such a scenario, are there any sectors or companies that might actually benefit?"

Upvote 7

Read Answer Asked by Neil on January 05, 2026

• FirstService Corporation (FSV $210.63)
  • $210.63 P/E (TTM): 51.37X Cap: $9.62B
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV
• Alphabet CDR (CAD Hedged) (GOOG $49.54)
  • $49.54 P/E (TTM): 38.06X Cap: $5.03T
  • View GOOG Profile
  • View Questions on GOOG

Q: Which stock FSV or GOOG will have more growth going forward? I understand they are in different sectors.

Thanks for your service!

Upvote 5

Read Answer Asked by Ozzie on January 05, 2026

• Snowflake Inc. (SNOW $182.29)
  • $182.29 Cap: $62.37B
  • View SNOW Profile
  • View Questions on SNOW
• Rocket Lab Corporation (RKLB $67.44)
  • $67.44 Cap: $36.02B
  • View RKLB Profile
  • View Questions on RKLB

Q: Both SpaceX and Databricks have hinted at IPO’s in 2026. I own competitors Rocket Lab (RKLB) and Snowflake (SNOW) respectively. How concerned should I be, that investors will flee RKLB and SNOW and buy the IPO’s? Would you continue to hold RKLB and SNOW? Thank you.

Upvote 3

Read Answer Asked by Kim on January 05, 2026

• Walmart Inc. (WMT $133.89)
  • $133.89 Cap: $1.06T
  • View WMT Profile
  • View Questions on WMT
• Alimentation Couche-Tard Inc. (ATD $83.86)
  • $83.86 P/E (TTM): 22.46X Cap: $77.63B
  • View ATD Profile
  • View Questions on ATD

Q: Wondering about selling Walmart and replacing it with Atd.. have held Walmart for short time but have more interest in a Canadian company now.
Thanks, Lesley

Upvote 6

Read Answer Asked by Lesley on January 05, 2026

• Suncor Energy Inc. (SU $76.25)
  • $76.25 P/E (TTM): 17.82X Cap: $90.73B
  • View SU Profile
  • View Questions on SU
• Enbridge Inc. (ENB $73.30)
  • $73.30 P/E (TTM): 28.03X Cap: $159.88B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Canadian Natural Resources Limited (CNQ $55.39)
  • $55.39 P/E (TTM): 17.47X Cap: $115.38B
  • View CNQ Profile
  • View Questions on CNQ
• Pembina Pipeline Corporation (PPL $60.43)
  • $60.43 P/E (TTM): 21.16X Cap: $35.11B
  • View PPL Profile
  • View Questions on PPL
• Tamarack Valley Energy Ltd. (TVE $9.59)
  • $9.59 Cap: $483M
  • View TVE Profile
  • View Questions on TVE

Q: Hello Peter,
Your opinion please.

With US going to 'run' Venezuelan heavy oil, what is the market reaction and impact to WCS, the producers and the pipelines that move Alberta oil to the USA? Is it time to go underweight on the energy sector for this year?
Regards
Rajiv

Upvote 6

Read Answer Asked by Rajiv on January 05, 2026

• First Atlantic Nickel Corp. (FAN $0.20)
  • $0.20 Cap: $19M
  • View FAN Profile
  • View Questions on FAN

Q: Would this be a good time to take a position in FAN? Thanks for the great service and Happy new year to all.

Upvote 2

Read Answer Asked by Guy R. on January 05, 2026

• iShares MSCI India ETF (INDA $52.89)
  • $52.89 P/E (TTM): 44.02X Cap: $9.33B
  • View INDA Profile
  • View Questions on INDA
• iShares S&P India Nifty 50 Index Fund (INDY $47.91)
  • $47.91 P/E (TTM): 19.17X Cap: $634M
  • View INDY Profile
  • View Questions on INDY
• Franklin FTSE India ETF (FLIN $37.69)
  • $37.69 P/E (TTM): 34.88X Cap: $3.05B
  • View FLIN Profile
  • View Questions on FLIN

Q: Happy New Year all!

I would appreciate your recommended top 3 ETF’s for investing in the Indian economy. Consider moderate or low risk only, focusing on best expected performance over the next 5 years.

Thanks as always,

Dave

Upvote 2

Read Answer Asked by Dave on January 05, 2026