Investment Q&A

• Kraken Robotics Inc. (PNG $8.06)
  • $8.06 P/E (TTM): 125.17X Cap: $2.52B
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• Galaxy Digital Inc. Class A common stock (GLXY $29.08)
  • $29.08 Cap: $11.62B
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• Tantalus Systems Holding Inc. (GRID $5.18)
  • $5.18 Cap: $275M
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• Nebius Group N.V. (NBIS $105.96)
  • $105.96 Cap: $24.23B
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Q: what is the forward P/E for each company which offers the best growth opportunity over the next 2 years and which has the greatest risk over the next 2 years please rate in order thanks Richard

Upvote 10

Read Answer Asked by richard on January 02, 2026

• State Street Financial Select Sector SPDR ETF (XLF $51.87)
  • $51.87 P/E (TTM): 16.77X Cap: $53.36B
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• iShares S&P U.S. Financials Index ETF (XUSF $76.32)
  • $76.32 P/E (TTM): 16.61X Cap: $50M
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• BMO SPDR Financials Select Sector Index ETF (ZXLF $28.55)
  • $28.55 P/E (TTM): 16.77X Cap: $9M
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Q: Do XUSF and ZXLF track the same index in the U.S. ? If a Canadian listed ETF is just owns the US ETF (which actually owns shares), is there a double MER being charged ?

Upvote 2

Read Answer Asked by Thomas on January 02, 2026

• Graphite One Inc. (GPH $1.38)
  • $1.38 Cap: $239M
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• Celestica Inc. (CLS $395.37)
  • $395.37 P/E (TTM): 47.75X Cap: $45.95B
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• TerraVest Industries Inc. (TVK $153.71)
  • $153.71 Cap: $3.25B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $125.62)
  • $125.62 Cap: $14.61B
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• Kraken Robotics Inc. (PNG $8.06)
  • $8.06 P/E (TTM): 125.17X Cap: $2.52B
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• Vitality Products Inc. (VPI $0.03)
  • $0.03 Cap: $1M
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• Happy Belly Food Group Inc. (HBFG $1.66)
  • $1.66 Cap: $210M
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $85.82)
  • $85.82 P/E (TTM): 53.28X Cap: $8.98B
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• Broadcom CDR (CAD Hedged) (AVGO)
  • P/E (TTM): 68.17X
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• Palantir CDR (CAD Hedged) (PLTR $10.23)
  • $10.23 P/E (TTM): 700.11X Cap: $443.29B
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Q: I have small amounts of these growth stocks balanced by dividend payers, and broad market etfs. If you were to reduce this list by streamlining it, which stocks would you eliminate and why?

Upvote 4

Read Answer Asked by Graeme on January 02, 2026

• CACI International Inc. Class A (CACI $590.56)
  • $590.56 P/E (TTM): 24.2X Cap: $12.66B
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Q: what is your view of this company? what is the forward P/E v the P/E for each of the 3 preceding years thanks Richard

Upvote 1

Read Answer Asked by richard on January 02, 2026

• Miscellaneous (MISC)
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Q: Undervalued sectors, I think the CAD banks are on the high side now, thinking of rebalancing with the gains I had, but looking into what sectors are now undervalued. Any suggestions.

Upvote 8

Read Answer Asked by Tim on January 02, 2026

• Willdan Group Inc. (WLDN $117.66)
  • $117.66 P/E (TTM): 41.42X Cap: $1.69B
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Q: Hello 5I,

I stumbled across an interesting U.S. small cap in energy supporting Data Centres (the AI play) as well ancillary sectors and I wanted to get your thoughts on it - WLDN.

Merry Christmas and a Happy New Year to the 5i team for helping out all the DIY investors.

Cheers and all the best!

Peter

Upvote 3

Read Answer Asked by Peter on January 02, 2026

• Canadian Natural Resources Limited (CNQ $58.34)
  • $58.34 P/E (TTM): 17.47X Cap: $115.36B
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• Fortis Inc. (FTS $77.43)
  • $77.43 P/E (TTM): 22.27X Cap: $39.16B
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• ONEX Corporation Subordinate Voting Shares (ONEX $106.32)
  • $106.32 P/E (TTM): 12.65X Cap: $7.35B
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• TFI International Inc. (TFII $161.57)
  • $161.57 P/E (TTM): 31.63X Cap: $13.10B
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• goeasy Ltd. (GSY $117.72)
  • $117.72 P/E (TTM): 8.97X Cap: $1.95B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.95)
  • $62.95 P/E (TTM): 95.96X Cap: $145.85B
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Q: I would like to contribute an existing holding from my non-registered account into my TFSA in early 2026, but am unsure about which holding to contribute. Which of these do you think makes the most sense to move into my TFSA based on potential upside/income? I have a long-term 10+ year hold period. Thanks!

Upvote 6

Read Answer Asked by Matt on January 02, 2026

• VanEck Uranium Nuclear Energy ETF (NLR $146.75)
  • $146.75 P/E (TTM): 28.47X Cap: $4.65B
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Q: NLR I invested in this ETF some time ago and rode it up to its high of high of $168.12. I have now given back half of my gains. Is it time to sell?

Upvote 1

Read Answer Asked by MATHEW on January 02, 2026

• WELL Health Technologies Corp. (WELL $3.95)
  • $3.95 Cap: $1B
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• HealWELL AI Inc. Class A Subordinate Voting Shares (AIDX $0.63)
  • $0.63 Cap: $191M
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Q: Are either of these worth some speculative dollars?

Upvote 5

Read Answer Asked by Jim on January 02, 2026

• Fidelity Canadian Momentum ETF FCCM (FCCM $11.33)
  • $11.33 P/E (TTM): 17.46X
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Q: Can you please provide the 5Y Total Return Performance for FCCM, Fidelity Canadian Momentum ETF and provide your data source name. This ETF says it rebalances quarterly but I could not find exactly when it does. Can you please tell me the 4 rebalance dates per year.

Upvote 2

Read Answer Asked by Ian on January 02, 2026

Q: I have been a member for many years and truly appreciate the unbiased opinions I receive when asking a question as the markets evolve over the years.
Thanks again Steve

Upvote 16

Read Answer Asked by STEVE on January 02, 2026

• BitMine Immersion Technologies Inc. (BMNR $19.59)
  • $19.59 Cap: $9.01B
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Q: I understand that BMNR has a board meeting mid January. I am having trouble understanding the current situation.

Has Tom Lee changed his opinion regarding the upside potential.

Upvote 1

Read Answer Asked by Donald on January 02, 2026

• North European Oil Royality Trust (NRT $8.04)
  • $8.04 P/E (TTM): 13.68X Cap: $77M
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Q: Your thoughts on NRT please

Upvote 1

Read Answer Asked by George on January 02, 2026

• CI Japan Equity Index ETF (JAPN $73.82)
  • $73.82 P/E (TTM): 0.09X Cap: $37M
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Q: Your thoughts.

Upvote 4

Read Answer Asked by Mark on January 02, 2026

• Alimentation Couche-Tard Inc. (ATD $84.26)
  • $84.26 P/E (TTM): 22.38X Cap: $77.27B
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• Caseys General Stores Inc. (CASY $662.24)
  • $662.24 P/E (TTM): 40.63X Cap: $24.37B
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Q: In the webinar you spoke about CASY. I did some research and really like this company. Performance has been outstanding, +44% YTD.

I own 5000 shares of ATD and it in contrast has been languishing - 7% YTD and at the same level as September 2024.

Do you think this would be a good switch, ATD to CASY?

Sheldon

Upvote 4

Read Answer Asked by Sheldon on January 02, 2026

• Miscellaneous (MISC)
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Q: What does your crystal ball say about US inflation heading into 2026? With equities looking vulnerable as they bouncing along the top, bonds also seemed poised to drop if prices rise more. In a conservative portfolio, what would be your equity/fixed income mix...and I assume you would stay short on most bonds.

Upvote 6

Read Answer Asked by Curtis on January 02, 2026

• iShares Russell 2000 Growth ETF (IWO $336.32)
  • $336.32 P/E (TTM): 22.36X Cap: $13.31B
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• iShares Core S&P Mid-Cap ETF (IJH $71.42)
  • $71.42 P/E (TTM): 19.93X Cap: $112.13B
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• iShares Russell 2000 ETF (IWM $263.08)
  • $263.08 P/E (TTM): 17.63X Cap: $76.58B
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• iShares S&P Mid-Cap 400 Growth ETF (IJK $105.40)
  • $105.40 P/E (TTM): 28.22X Cap: $9.78B
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Q: Please recommend a USA small cap etf

Upvote 4

Read Answer Asked by Gerald on January 02, 2026

• Hamilton U.S. Bond YIELD MAXIMIZER TM ETF (HBND $12.89)
  • $12.89 Cap: $185M
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Q: Hello 5i team,
I have held HBND since Feb 24 and it has been on a steady slow decline (along with the payout) ever since. I think you mentioned that lower interest rates are always better for this ETF. In light of the US lowering there rates in the coming year, will this be good for HBND?

Net assets is currently 212 M according to there website. Do you have any knowledge if this is growing? I am asking this because although the payout is decreasing, it is still pretty good and would not want this ETF to close down like what happened to HYI.

Thank You,
Andrew

Upvote 1

Read Answer Asked by Andrew on January 02, 2026

• PIMCO Income Strategy Fund Shares of Beneficial Interest (PFL $8.38)
  • $8.38 P/E (TTM): 9.01X Cap: $318M
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Q: The withholding tax in my tfsa is 15%

Would this same 15% apply in a non registered account or would it be higher? If so, how much

Thank you

Upvote 4

Read Answer Asked by JACK on January 02, 2026

• Amazon.com Inc. (AMZN $204.27)
  • $204.27 P/E (TTM): 28.05X Cap: $2.19T
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• Alphabet Inc. (GOOG $304.30)
  • $304.30 P/E (TTM): 28.01X Cap: $3.65T
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• NVIDIA Corporation (NVDA $186.70)
  • $186.70 P/E (TTM): 45.9X Cap: $4.56T
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• Constellation Software Inc. (CSU $2,409.26)
  • $2,409.26 P/E (TTM): 52.94X Cap: $50.37B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.95)
  • $62.95 P/E (TTM): 95.96X Cap: $145.85B
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Q: If you could only buy 5 stocks in North America disregarding balance what would they be?

Upvote 56

Read Answer Asked by Gary on January 02, 2026