Investment Q&A

• iShares Russell 2000 Growth ETF (IWO $321.05)
  • $321.05 P/E (TTM): 22.36X Cap: $12.47B
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• State Street SPDR S&P 500 ETF Trust (SPY $671.29)
  • $671.29 P/E (TTM): 26.17X Cap: $675.90B
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• INVESCO QQQ Trust (QQQ $603.37)
  • $603.37 P/E (TTM): 33.2X Cap: $387.06B
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Q: Does 5i have a perspective on total weight a investors portfolio could have holding respective ETFS for

: SP500 QQQ DJI RUS 2000 and TSX ...... 1.5-2.5% each ?
(10-15% total)

Upvote 1

Read Answer Asked by Brant on January 06, 2026

• Shift4 Payments Inc. Class A (FOUR $45.09)
  • $45.09 P/E (TTM): 61.99X Cap: $3.62B
  • View FOUR Profile
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Q: i , long term investor, am down 40%
? too much competition
Is it time to move on or is it a hold
thanks for excellent service

Upvote 2

Read Answer Asked by Peter on January 06, 2026

• Quebec Innovative Materials Corp. (QIMC $1.77)
  • $1.77 Cap: $240M
  • View QIMC Profile
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Q: May I have your thoughts on QIMC? I know it is high risk but is it more than a lottery ticket? It appears Jeff Bezos is purchasing exploration rights surrounding QMIC’s holdings. For Bezos it is a “rounding error” so I wouldn’t read too much into it. Are their Hydrogen grades very good and assuming the Hydrogen can be successfully collected how would they get the gas to market?
Jim

Upvote 2

Read Answer Asked by James on January 06, 2026

• Bombardier Inc. Class A Multiple Voting Shares (BBD.A $254.56)
  • $254.56 P/E (TTM): 20.24X Cap: $24.51B
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Q: Bombardier hit a new 52 week high. 1 year return has been 146%. Why the continuing upward move, and does this company have more upside this year? Somewhat puzzling. Would you buy at these levels? Thanks.

Upvote 2

Read Answer Asked by Neeraj on January 06, 2026

• Constellation Software Inc. (CSU $2,582.65)
  • $2,582.65 P/E (TTM): 76.65X Cap: $54.30B
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Q: At what price would CSU be considered a value play?

Upvote 8

Read Answer Asked by Terry on January 06, 2026

• iShares India Index ETF (XID $43.10)
  • $43.10 P/E (TTM): 19.17X Cap: $131M
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Q: I just noticed this ETF sold off hard on December 30,couldn’t find out why ,do you have any thoughts on this ETF would this be a good entry point or a red flag …Thanks and Happy New Year.

Upvote 2

Read Answer Asked by Greg on January 06, 2026

• Amerigo Resources Ltd. (ARG $5.29)
  • $5.29 P/E (TTM): 17.34X Cap: $853M
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Q: Are you bullish on copper over the next 3-5 years and by extension Amerigo Resources as an investment, or are there other copper plays that you prefer.

Upvote 3

Read Answer Asked by Greg on January 06, 2026

• Descartes Systems Group Inc. (The) (DSG $97.03)
  • $97.03 P/E (TTM): 43.29X Cap: $8.49B
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• Kinaxis Inc. (KXS $135.29)
  • $135.29 P/E (TTM): 40.52X Cap: $3.74B
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Q: Which one has the most growth potential in the next 2 years. DSG is cheaper and larger.
Thanks Stephen

Upvote 5

Read Answer Asked by Stephen on January 06, 2026

Q: Hi Peter and Team,

My question isn’t about recent geopolitical events, since I need to re-balance our portfolio in accordance with the recommendations given in 5i’s Portfolio Analytics. Of the eleven TSX sectors, please give me your assessment of which sectors can be overweight and which sectors can be underweight going forward in 2026. I realize that this requires a ‘crystal ball’, but your experience over many market cycles is certainly superior to my own!

Thanks as always for your expertise. Happy New Year to all at 5i, as well as my fellow members of the 5i community.

Upvote 15

Read Answer Asked by Jerry on January 06, 2026

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $44.88)
  • $44.88 P/E (TTM): 1.18X Cap: $9.01B
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Q: I have set up A RESP for my grandchildren 18 months old (twins) and am thinking of investing in VIU. Would you agree with this approach for a long term hold? I have already invested in ZSP and XIC. Thank you.

Upvote 2

Read Answer Asked by Brian on January 06, 2026

• Miscellaneous (MISC)
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Q: Dear 5i
If i was to buy 10k worth of a US stock with CD dollars , would the Fx conversion costs be significantly more then if i bought the same US stock as a CDR considering a CDRs embedded fee`s ?
Thanks Bill C

Upvote 7

Read Answer Asked by Bill on January 06, 2026

• EnerSys (ENS $164.15)
  • $164.15 P/E (TTM): 19.95X Cap: $5.96B
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• Kratos Defense & Security Solutions Inc. (KTOS $93.81)
  • $93.81 P/E (TTM): 673.31X Cap: $15.24B
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• Synopsys Inc. (SNPS $431.22)
  • $431.22 P/E (TTM): 63.58X Cap: $81.58B
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• Tantalus Systems Holding Inc. (GRID $4.40)
  • $4.40 Cap: $216M
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• Applovin Corporation (APP $458.42)
  • $458.42 P/E (TTM): 23.52X Cap: $152.88B
  • View APP Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $54.69)
  • $54.69 P/E (TTM): 77.5X Cap: $120.35B
  • View BN Profile
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Q: Dear 5i
What would be your order of preference for the above noted stocks with regards to earnings growth over the next 3-4 years within either a non registered acct or a TFSA ?
Thanks
Bill C

Upvote 5

Read Answer Asked by Bill on January 06, 2026

• AeroVironment Inc. (AVAV $215.56)
  • $215.56 Cap: $10.58B
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• Kratos Defense & Security Solutions Inc. (KTOS $93.81)
  • $93.81 P/E (TTM): 673.31X Cap: $15.24B
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• AST SpaceMobile Inc. (ASTS $95.19)
  • $95.19 Cap: $34.04B
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• BlackSky Technology Inc. Class A (BKSY $26.16)
  • $26.16 Cap: $995M
  • View BKSY Profile
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• Rocket Lab Corporation (RKLB $77.29)
  • $77.29 Cap: $40.46B
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• Karman Holdings Inc. (KRMN $102.59)
  • $102.59 P/E (TTM): 1428.29X Cap: $13.77B
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Q: Hello 5i, Happy New Year to all!!
Could you rank these high risk stocks for growth over the next 2-3 years?
Which would be your top three picks.
Thank you
Dave

Upvote 5

Read Answer Asked by Dave on January 06, 2026

• Franco-Nevada Corporation (FNV $347.83)
  • $347.83 P/E (TTM): 53.25X Cap: $67B
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• Agnico Eagle Mines Limited (AEM $285.72)
  • $285.72 P/E (TTM): 23.62X Cap: $143.90B
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• Aris Mining Corporation (ARIS $25.40)
  • $25.40 P/E (TTM): 115.25X Cap: $5.35B
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Q: I have 0% exposure to gold, which has proven to be a mistake in the past 2 years. Is it too late to jump on the gold wagon?
If yes, which companies do you recommend? Please give 3 names. Thank you very much.

Upvote 7

Read Answer Asked by Anh on January 06, 2026

• Nations Royalty Corp. (NRC $1.05)
  • $1.05 Cap: $167M
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Q: Can you explain what this royalty company does and what, if any, the reason to buy it would be? It doesn’t seem comparable to other royalty companies.

Upvote 2

Read Answer Asked by Scott on January 06, 2026

• Strategy Inc (MSTR $150.98)
  • $150.98 Cap: $49.23B
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• Harvest Strategy Inc. High Income Shares ETF (MSTY $3.89)
  • $3.89 P/E (TTM): 11.69X Cap: $58M
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Q: When bitcoin starts to move up more significantly, which one of these 2 stocks is likely to move up more rapidly? And why or why not?

Thank you.

Upvote 1

Read Answer Asked by Donald on January 06, 2026

• Meta Platforms Inc. (META $622.99)
  • $622.99 P/E (TTM): 26.13X Cap: $1.58T
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• Microsoft Corporation (MSFT $398.91)
  • $398.91 P/E (TTM): 24.74X Cap: $2.96T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $182.29)
  • $182.29 P/E (TTM): 36.79X Cap: $4.45T
  • View NVDA Profile
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• Oracle Corporation (ORCL $154.03)
  • $154.03 P/E (TTM): 29.16X Cap: $448.57B
  • View ORCL Profile
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• ServiceNow Inc. (NOW $116.52)
  • $116.52 P/E (TTM): 67.95X Cap: $120.16B
  • View NOW Profile
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• ASML Holding N.V. (ASML $1,378.81)
  • $1,378.81 P/E (TTM): 60.6X Cap: $530.16B
  • View ASML Profile
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• Applovin Corporation (APP $458.42)
  • $458.42 P/E (TTM): 23.52X Cap: $152.88B
  • View APP Profile
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• Nebius Group N.V. (NBIS $113.57)
  • $113.57 Cap: $30.91B
  • View NBIS Profile
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• Ouster Inc. (OUST $21.42)
  • $21.42 Cap: $1.33B
  • View OUST Profile
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Q: Could you please rank the following stocks from most to least desirable for a new position:

NBIS, NVDA, LMN, META, CSU, MSFT, APP, TOI, ASML, NOW, OUST, ORCL

Upvote 31

Read Answer Asked by Kel on January 05, 2026

• Rio Tinto Plc (RIO $89.93)
  • $89.93 P/E (TTM): 14.45X Cap: $112.86B
  • View RIO Profile
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Q: I am interested in RIO. Which one would you recommend ?
Cdr at $3.40 and 0 yield or Adr at $80.00 and 4.7% yield. It would be for TSFA.

Upvote 1

Read Answer Asked by ray on January 05, 2026

• JPMorgan Chase & Co. (JPM $286.77)
  • $286.77 P/E (TTM): 14.16X Cap: $771.78B
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• Prudential Financial Inc. (PRU $94.80)
  • $94.80 P/E (TTM): 9.21X Cap: $32.44B
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Q: what would your top 5 stocks in order for North America be in the financial catagory

Upvote 10

Read Answer Asked by Gary on January 05, 2026

• Power Corporation of Canada Subordinate Voting Shares (POW $66.79)
  • $66.79 P/E (TTM): 13.98X Cap: $42.69B
  • View POW Profile
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• Pembina Pipeline Corporation (PPL $60.49)
  • $60.49 P/E (TTM): 22.04X Cap: $35.43B
  • View PPL Profile
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• Chartwell Retirement Residences (CSH.UN $21.18)
  • $21.18 P/E (TTM): 104.95X Cap: $6.81B
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN
• Descartes Systems Group Inc. (The) (DSG $97.03)
  • $97.03 P/E (TTM): 43.29X Cap: $8.49B
  • View DSG Profile
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  • View Reports on DSG
• Thomson Reuters Corporation (TRI $131.12)
  • $131.12 P/E (TTM): 29.2X Cap: $58.34B
  • View TRI Profile
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• Savaria Corporation (SIS $25.74)
  • $25.74 P/E (TTM): 28.84X Cap: $5.79B
  • View SIS Profile
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• Ag Growth International Inc. (AFN $25.70)
  • $25.70 Cap: $481M
  • View AFN Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $54.69)
  • $54.69 P/E (TTM): 77.5X Cap: $120.35B
  • View BN Profile
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $61.06)
  • $61.06 P/E (TTM): 28.87X Cap: $97.94B
  • View BAM Profile
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Q: In my TFSA, I have a double position in BN, and full positions in POW, SIS, PPL, CSH.UN, TRI and BAM. I also have half positions in AFN (which I know is not your favourite) and DSG. Would you add to one/some of these (which?) or add something different. After my 2026 contribution, I will have enough cash to about a half position. I prefer to consider Canadian stocks for this account.

Thanks for you help.

Upvote 7

Read Answer Asked by David on January 05, 2026