Investment Q&A

• Broadcom Inc. (AVGO $325.17)
  • $325.17 P/E (TTM): 68.46X Cap: $1.54T
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• Alphabet Inc. (GOOG $306.02)
  • $306.02 P/E (TTM): 28.31X Cap: $3.69T
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• KLA Corporation (KLAC $1,462.23)
  • $1,462.23 P/E (TTM): 42.62X Cap: $191.91B
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• Lam Research Corporation (LRCX $235.53)
  • $235.53 P/E (TTM): 48.36X Cap: $294.12B
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• Microsoft Corporation (MSFT $401.32)
  • $401.32 P/E (TTM): 25.1X Cap: $2.98T
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• NVIDIA Corporation (NVDA $182.81)
  • $182.81 P/E (TTM): 45.36X Cap: $4.44T
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• Amphenol Corporation (APH $146.72)
  • $146.72 P/E (TTM): 43.93X Cap: $180.35B
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• Rockwell Automation Inc. (ROK $394.37)
  • $394.37 P/E (TTM): 45.12X Cap: $44.31B
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• Arista Networks Inc. (ANET $141.59)
  • $141.59 P/E (TTM): 53.63X Cap: $178.30B
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• Vertiv Holdings LLC Class A (VRT $234.53)
  • $234.53 P/E (TTM): 88.5X Cap: $89.66B
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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 $2,356.67)
  • $2,356.67 P/E (TTM): 55.25X Cap: $49.94B
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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 $61.61)
  • $61.61 P/E (TTM): 35.45X Cap: $25.91B
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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 $2,356.67)
  • $2,356.67 P/E (TTM): 55.25X Cap: $49.94B
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• Topicus.com Inc. (TOI $85.28)
  • $85.28 P/E (TTM): 720.22X Cap: $7.18B
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• Lumine Group Inc. (LMN $18.30)
  • $18.30 P/E (TTM): 70.94X Cap: $4.69B
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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 $182.81)
  • $182.81 P/E (TTM): 45.36X Cap: $4.44T
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• Nebius Group N.V. (NBIS $98.01)
  • $98.01 Cap: $23.33B
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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 $626.56)
  • $626.56 Cap: $92.45B
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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 $2.13)
  • $2.13 P/E (TTM): 7.1X Cap: $201M
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• TELUS Corporation (T $18.35)
  • $18.35 P/E (TTM): 23.83X Cap: $28.40B
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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 $16.16)
  • $16.16 P/E (TTM): 18.79X Cap: $1.87B
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• Nutrien Ltd. (NTR $96.47)
  • $96.47 P/E (TTM): 57.77X Cap: $46.62B
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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 $4.01)
  • $4.01 Cap: $93M
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• Pinetree Capital Ltd. (PNP $9.37)
  • $9.37 P/E (TTM): 3.1X Cap: $87M
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• Think Research Corporation (THNK $0.32)
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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 $0.12)
  • $0.12 Cap: $17M
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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 $241.45)
  • $241.45 P/E (TTM): 21.78X Cap: $2.91B
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• State Street Materials Select Sector SPDR ETF (XLB $53.31)
  • $53.31 P/E (TTM): 26.04X Cap: $6.94B
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• State Street SPDR S&P Metals & Mining ETF (XME $117.83)
  • $117.83 P/E (TTM): 18.0X Cap: $4.42B
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• ProShares S&P Global Core Battery Metals ETF (ION $58.97)
  • $58.97 P/E (TTM): 0.85X Cap: $14M
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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 $28.69)
  • $28.69 P/E (TTM): 9.44X Cap: $200.84B
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• Hycroft Mining Holding Corporation (HYMC $35.55)
  • $35.55 Cap: $2.95B
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Q: HYMC

Upvote 3

Read Answer Asked by Louie on January 18, 2026

• WELL Health Technologies Corp. (WELL $3.96)
  • $3.96 Cap: $1B
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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 $2,356.67)
  • $2,356.67 P/E (TTM): 55.25X Cap: $49.94B
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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 $145.90)
  • $145.90 P/E (TTM): 66.22X Cap: $66.14B
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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 $75.97)
  • $75.97 P/E (TTM): 31.65X Cap: $68.31B
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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 $164.32)
  • $164.32 P/E (TTM): 36.93X Cap: $43.39B
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• Robinhood Markets Inc. (HOOD $75.97)
  • $75.97 P/E (TTM): 31.65X Cap: $68.31B
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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 $305.72)
  • $305.72 P/E (TTM): 28.28X Cap: $3.69T
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• Microsoft Corporation (MSFT $401.32)
  • $401.32 P/E (TTM): 25.1X Cap: $2.98T
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• NVIDIA Corporation (NVDA $182.81)
  • $182.81 P/E (TTM): 45.36X Cap: $4.44T
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• Constellation Software Inc. (CSU $2,356.67)
  • $2,356.67 P/E (TTM): 55.25X Cap: $49.94B
  • View CSU Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.88)
  • $153.88 P/E (TTM): 84.58X Cap: $200.67B
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• Vanguard Information Technology ETF (VGT $730.80)
  • $730.80 P/E (TTM): 37.87X Cap: $112.73B
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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 $19.62)
  • $19.62 P/E (TTM): 26.28X Cap: $1.97B
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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 $219.50)
  • $219.50 P/E (TTM): 22.58X Cap: $241.85B
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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