Investment Q&A

• Broadcom Inc. (AVGO $343.83)
  • $343.83 P/E (TTM): 72.41X Cap: $1.61T
  • View AVGO Profile
  • View Questions on AVGO
• Alphabet Inc. (GOOG $312.62)
  • $312.62 P/E (TTM): 30.01X Cap: $3.85T
  • View GOOG Profile
  • View Questions on GOOG
• KLA Corporation (KLAC $1,488.07)
  • $1,488.07 P/E (TTM): 41.93X Cap: $187.54B
  • View KLAC Profile
  • View Questions on KLAC
• Lam Research Corporation (LRCX $235.96)
  • $235.96 P/E (TTM): 47.08X Cap: $282.98B
  • View LRCX Profile
  • View Questions on LRCX
• Microsoft Corporation (MSFT $405.60)
  • $405.60 P/E (TTM): 25.87X Cap: $3.06T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $192.09)
  • $192.09 P/E (TTM): 47.16X Cap: $4.58T
  • View NVDA Profile
  • View Questions on NVDA
• Amphenol Corporation (APH $143.74)
  • $143.74 P/E (TTM): 48.07X Cap: $176.43B
  • View APH Profile
  • View Questions on APH
• Rockwell Automation Inc. (ROK $413.25)
  • $413.25 P/E (TTM): 46.99X Cap: $46.35B
  • View ROK Profile
  • View Questions on ROK
• Arista Networks Inc. (ANET $140.83)
  • $140.83 P/E (TTM): 53.69X Cap: $180.64B
  • View ANET Profile
  • View Questions on ANET
• Vertiv Holdings LLC Class A (VRT $243.58)
  • $243.58 P/E (TTM): 76.23X Cap: $76.32B
  • View VRT Profile
  • View Questions on VRT

Q: With regards to 5i AI special report is there any advice for members as to where to start. There are a lot of companies in your report. Maybe if you could narrow things down to 5 or 6 companies from different areas of AI that could be a core holding.Thank-you for the report and helping me to understand theAI process.
THX

Upvote 46

Read Answer Asked by blake on January 19, 2026

• Constellation Software Inc. (CSU $2,326.01)
  • $2,326.01 P/E (TTM): 56.5X Cap: $51.70B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: CSU is creating waves! If you held it, at what price would you cut your losses and exit?

Upvote 21

Read Answer Asked by Tanveer on January 19, 2026

• Alamos Gold Inc. (AGI $61.93)
  • $61.93 P/E (TTM): 33.4X Cap: $25.77B
  • View AGI Profile
  • View Questions on AGI

Q: what is your opinion of the latest earnings. would you consider buying this pullback

Upvote 2

Read Answer Asked by gilbert on January 19, 2026

• Constellation Software Inc. (CSU $2,326.01)
  • $2,326.01 P/E (TTM): 56.5X Cap: $51.70B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Topicus.com Inc. (TOI $87.70)
  • $87.70 P/E (TTM): 788.52X Cap: $7.49B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $19.49)
  • $19.49 P/E (TTM): 75.65X Cap: $5.20B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: With most software companies in a bear market, assuming AI is not really going to destroy all software companies, doesn't make this environment good for acquiring software companies (while valuations are lower)? Does the market believe that the AI companies (Open AI, Google, Anthropic, Perplexity etc.) will replace all enterprise companies? I really don't understand what is happening right now to CSU, LMN and TOI. It seems very irrational. Your thoughts?

Upvote 18

Read Answer Asked by Joe on January 19, 2026

• NVIDIA Corporation (NVDA $192.09)
  • $192.09 P/E (TTM): 47.16X Cap: $4.58T
  • View NVDA Profile
  • View Questions on NVDA
• Nebius Group N.V. (NBIS $89.89)
  • $89.89 Cap: $21.85B
  • View NBIS Profile
  • View Questions on NBIS

Q: Hello
Curious as to why the company had 7.4 Billion in sales in 2022 but only 21Million in 2023 and 118Million in 2024.

Could you explain why you like it so much and could a person own it and NVDA?

Thanks
jeff

Upvote 16

Read Answer Asked by JEFF on January 19, 2026

• Sandisk Corporation (SNDK $604.58)
  • $604.58 Cap: $79.92B
  • View SNDK Profile
  • View Questions on SNDK

Q: With its parabolic rise over the last year and especially three months is SNDK out over its skis or still buyable at this level?

Upvote 4

Read Answer Asked by Kim on January 19, 2026

• Hemisphere Energy Corporation (HME $2.16)
  • $2.16 P/E (TTM): 7.07X Cap: $199M
  • View HME Profile
  • View Questions on HME
• TELUS Corporation (T $19.34)
  • $19.34 P/E (TTM): 25.03X Cap: $30.06B
  • View T Profile
  • View Questions on T

Q: I sold T in December for a tax loss, hoping to buy it back however the stock has risen by 7-8 % since, so would lose on the exchange.
I have since been looking at HME and was considering replacing T with HME in an income account. I would take a little hit on the yield however I think it would be a safer holding re-dividend safety and possibly a better growth profile.

Your comments please on this approach.
Thanks
Jeff

Upvote 6

Read Answer Asked by JEFF on January 19, 2026

• Chemtrade Logistics Income Fund (CHE.UN $16.30)
  • $16.30 P/E (TTM): 18.59X Cap: $1.85B
  • View CHE.UN Profile
  • View Questions on CHE.UN
• Nutrien Ltd. (NTR $98.19)
  • $98.19 P/E (TTM): 55.53X Cap: $46.57B
  • View NTR Profile
  • View Questions on NTR

Q: Being an 80myear old income dividend invester and needing to take a position having no material sector amounts, I am looking at CHE.UN and NTR. Please suggest an opinion on which to choose or should I just take a position in both? Alternate suggestions would also be considered in the material sector.
Thank you
Stanley

Upvote 6

Read Answer Asked by STANLEY on January 19, 2026

• Sylogist Ltd. (SYZ $4.00)
  • $4.00 Cap: $94M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ
• Pinetree Capital Ltd. (PNP $9.59)
  • $9.59 P/E (TTM): 3.38X Cap: $95M
  • View PNP Profile
  • View Questions on PNP
• Think Research Corporation (THNK $0.32)
  • View THNK Profile
  • View Questions on THNK

Q: I'm having difficulty deciding which of the listed losers I should dump and move on. I find it easier purchasing equities than selling them. Which one of the 3 (or more) would you ditch and what is your rationale?
On a side note, I'm a 30+ year long hard core self directed investor and appreciate the service you offer.

All the best-Dave from Montreal.

Upvote 3

Read Answer Asked by DAVE on January 19, 2026

• Emerge Commerce Ltd. (ECOM $0.13)
  • $0.13 Cap: $18M
  • View ECOM Profile
  • View Questions on ECOM

Q: It has been a couple of years since an ECOM question. No doubt still high risk but has the risk reward profile improved enough to justify taking a position in this company. Thank you

Upvote 2

Read Answer Asked by Donald on January 19, 2026

• Vanguard Materials ETF (VAW $242.60)
  • $242.60 P/E (TTM): 21.78X Cap: $2.89B
  • View VAW Profile
  • View Questions on VAW
• State Street Materials Select Sector SPDR ETF (XLB $53.46)
  • $53.46 P/E (TTM): 26.04X Cap: $6.83B
  • View XLB Profile
  • View Questions on XLB
• State Street SPDR S&P Metals & Mining ETF (XME $123.11)
  • $123.11 P/E (TTM): 18.0X Cap: $4.62B
  • View XME Profile
  • View Questions on XME
• ProShares S&P Global Core Battery Metals ETF (ION $59.93)
  • $59.93 P/E (TTM): 0.85X Cap: $14M
  • View ION Profile
  • View Questions on ION

Q: Good evening,


1) I feel that the materials sector will do well in 2026, do you agree?

2) If yes, which of the above etf's do you think would do the best given market conditions, their holdings, etc?

Do you have any individual stocks you would recommend in the materials sector that you think would outperform the etf's?

Thanks in advance for your thoughts.


Sheldon

Upvote 5

Read Answer Asked by Sheldon on January 19, 2026

• AT&T Inc. (T $28.24)
  • $28.24 P/E (TTM): 8.8X Cap: $191.88B
  • View T Profile
  • View Questions on T
• Hycroft Mining Holding Corporation (HYMC $35.58)
  • $35.58 Cap: $2.87B
  • View HYMC Profile
  • View Questions on HYMC

Q: HYMC

Upvote 3

Read Answer Asked by Louie on January 18, 2026

• WELL Health Technologies Corp. (WELL $3.96)
  • $3.96 Cap: $1.03B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: Do you think that WELL is in a financial position to capitalize on Telus moving out of the Healthcare Software business. How much could Well absorb without running afoul of competition and market regulators ?

Upvote 5

Read Answer Asked by Clarence on January 18, 2026

• Constellation Software Inc. (CSU $2,326.01)
  • $2,326.01 P/E (TTM): 56.5X Cap: $51.70B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: When does the bleeding stop on this stock, down 46% from it's $5300.00 high?
Are you still comfortable holding this stock?

thnx
Dave

Upvote 15

Read Answer Asked by David on January 18, 2026

• Wheaton Precious Metals Corp (WPM $149.21)
  • $149.21 P/E (TTM): 62.96X Cap: $65.63B
  • View WPM Profile
  • View Questions on WPM

Q: Do you see an upside to this stock and if so would you buy at its current price

Upvote 8

Read Answer Asked by Brian on January 18, 2026

• Robinhood Markets Inc. (HOOD $77.28)
  • $77.28 P/E (TTM): 36.07X Cap: $76.97B
  • View HOOD Profile
  • View Questions on HOOD

Q: Why it is dropping? Is this good entry point?

Upvote 6

Read Answer Asked by Milan on January 18, 2026

• Coinbase Global Inc (COIN $152.57)
  • $152.57 P/E (TTM): 14.49X Cap: $43.81B
  • View COIN Profile
  • View Questions on COIN
• Robinhood Markets Inc. (HOOD $77.28)
  • $77.28 P/E (TTM): 36.07X Cap: $76.97B
  • View HOOD Profile
  • View Questions on HOOD

Q: Would you buy these today. Which one you think has better future.
Thank you for great service.

Milan

Upvote 2

Read Answer Asked by Milan on January 18, 2026

• Alphabet Inc. (GOOGL $312.27)
  • $312.27 P/E (TTM): 30.0X Cap: $3.85T
  • View GOOGL Profile
  • View Questions on GOOGL
• Microsoft Corporation (MSFT $405.60)
  • $405.60 P/E (TTM): 25.87X Cap: $3.06T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $192.09)
  • $192.09 P/E (TTM): 47.16X Cap: $4.58T
  • View NVDA Profile
  • View Questions on NVDA
• Constellation Software Inc. (CSU $2,326.01)
  • $2,326.01 P/E (TTM): 56.5X Cap: $51.70B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $158.27)
  • $158.27 P/E (TTM): 86.16X Cap: $224.52B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Vanguard Information Technology ETF (VGT $752.50)
  • $752.50 P/E (TTM): 37.87X Cap: $114.03B
  • View VGT Profile
  • View Questions on VGT

Q: For a portfolio overweight in Tech, which would you suggest trimming? The highest weights are VGT and NVDA, with less in GOOGL and MSFT, and a small portion in each of CSU and SHOP. Thanks for all you do!

Upvote 5

Read Answer Asked by Christine on January 18, 2026

• Spin Master Corp. Subordinate Voting Shares (TOY $19.55)
  • $19.55 P/E (TTM): 25.95X Cap: $2.04B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: I noticed Morningstar believes this may be a winner in 2026 - what is your opinion, and if a buy, what price looks attractive.

Upvote 4

Read Answer Asked by Stephen on January 18, 2026

• T-Mobile US Inc. (TMUS $203.15)
  • $203.15 P/E (TTM): 19.0X Cap: $223.06B
  • View TMUS Profile
  • View Questions on TMUS

Q: I bought this stock last summer and I'm down 18%. My plan is to hold it long-term, and based on this, I was wondering if it makes sense to add to it.

Upvote 1

Read Answer Asked by Brendan on January 18, 2026