Investment Q&A

• Loblaw Companies Limited (L $62.25)
  • $62.25 P/E (TTM): 12.17X Cap: $74.17B
  • View L Profile
  • View Questions on L
• National Bank of Canada (NA $179.04)
  • $179.04 P/E (TTM): 17.59X Cap: $70.38B
  • View NA Profile
  • View Questions on NA
• Constellation Software Inc. (CSU $2,527.35)
  • $2,527.35 P/E (TTM): 78.8X Cap: $54.41B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Dollarama Inc. (DOL $183.71)
  • $183.71 P/E (TTM): 41.43X Cap: $51.90B
  • View DOL Profile
  • View Questions on DOL
• Cameco Corporation (CCO $144.96)
  • $144.96 P/E (TTM): 126.24X Cap: $65.43B
  • View CCO Profile
  • View Questions on CCO
• Stella-Jones Inc. (SJ $91.39)
  • $91.39 P/E (TTM): 15.64X Cap: $5.14B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ
• Granite Real Estate Investment Trust (GRT.UN $84.42)
  • $84.42 Cap: $5.21B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• Magna International Inc. (MG $72.16)
  • $72.16 P/E (TTM): 19.1X Cap: $20.95B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: Hi guys,
I have money to add to an RRSP account that currently has CCO, DOL, BN, and L. I’m retired and looking for steady eddys. Each of these has worked well and I will continue to hold. I’d like to add one between MG, NA, CSU, SJ, GRT.UN. Or perhaps something else you would recommend. I understand these are all completely different companies. Sector is unimportant. Just something that is solid as a rock and to hold before converting to RRIF in 5 years

Upvote 8

Read Answer Asked by Craig on January 07, 2026

• Monster Beverage Corporation (MNST $74.08)
  • $74.08 P/E (TTM): 39.99X Cap: $72.48B
  • View MNST Profile
  • View Questions on MNST

Q: Am I get your opinion on buying today for a long term hold 10+ years. Thank you

Upvote 2

Read Answer Asked by Kyle on January 07, 2026

• PPL Corporation (PPL $38.14)
  • $38.14 P/E (TTM): 24.17X Cap: $28.58B
  • View PPL Profile
  • View Questions on PPL
• AltaGas Ltd. (ALA $48.41)
  • $48.41 P/E (TTM): 19.06X Cap: $15.06B
  • View ALA Profile
  • View Questions on ALA
• Tourmaline Oil Corp. (TOU $68.81)
  • $68.81 P/E (TTM): 92.78X Cap: $25.97B
  • View TOU Profile
  • View Questions on TOU
• Whitecap Resources Inc. (WCP $14.97)
  • $14.97 P/E (TTM): 14.37X Cap: $17.74B
  • View WCP Profile
  • View Questions on WCP
• Major Drilling Group International Inc. (MDI $14.85)
  • $14.85 P/E (TTM): 98.82X Cap: $1.31B
  • View MDI Profile
  • View Questions on MDI
• Canadian Natural Resources Limited (CNQ $50.81)
  • $50.81 P/E (TTM): 21.18X Cap: $102.82B
  • View CNQ Profile
  • View Questions on CNQ
• Cenovus Energy Inc (CVE $24.90)
  • $24.90 P/E (TTM): 15.02X Cap: $45.23B
  • View CVE Profile
  • View Questions on CVE
• Enbridge Inc (ENB $53.81)
  • $53.81 P/E (TTM): 28.29X Cap: $116.49B
  • View ENB Profile
  • View Questions on ENB
• Suncor Energy Inc. (SU $63.89)
  • $63.89 P/E (TTM): 17.31X Cap: $73.80B
  • View SU Profile
  • View Questions on SU
• Tortoise Electrification Infrastructure (TPZ $22.52)
  • $22.52 P/E (TTM): 13.4X
  • View TPZ Profile
  • View Questions on TPZ
• TC Energy Corporation (TRP $64.39)
  • $64.39 P/E (TTM): 27.2X Cap: $63.98B
  • View TRP Profile
  • View Questions on TRP
• Meren Energy Inc. (MER $2.25)
  • $2.25 Cap: $1.48B
  • View MER Profile
  • View Questions on MER
• Accelerant Holdings Class A (ARX $11.22)
  • $11.22 Cap: $2.37B
  • View ARX Profile
  • View Questions on ARX

Q: I recently put together a spreadsheet that pulls together all of the Canadian equity holdings that my wife and I have in our registered and non-registered accounts.

This is what we have in the Oil & Gas Sector:

• the three majors SU, CVE and CNQ
• the three pipes TRP, PPL and ENB
• and an assortment of other companies TOU, WCP, ARX, ALA, TPZ, MDI, MER

I’d like to trim this back to 6-8 holdings and, as well, have more of a balanced profile. What would you recommend? And if there are different O&G stocks you’d sub in, please recommend as well.

Thanks.

Upvote 13

Read Answer Asked by Harry on January 07, 2026

• Alvopetro Energy Ltd. (ALV $9.05)
  • $9.05 P/E (TTM): 11.53X Cap: $322M
  • View ALV Profile
  • View Questions on ALV

Q: Hello 5i Guys

I followed the thread on previous questions on ALV and understand they're small and risky. But, last year (2024) your opinion seemed down as these guys as stock had dropped 25%. But, recently in December (2025) your opinion seemed more 'upbeat'.

For 2026 and beyond do you see ALV as a reasonable position or it doesn't need to be owned.

Thanks as always for your great service.

Ken

Upvote 1

Read Answer Asked by Kenneth on January 07, 2026

• Freehold Royalties Ltd. (FRU $17.66)
  • $17.66 P/E (TTM): 21.52X Cap: $2.88B
  • View FRU Profile
  • View Questions on FRU
• Brookfield Infrastructure Partners L.P. (BIP.UN $49.85)
  • $49.85 P/E (TTM): 99.74X Cap: $22.61B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Exchange Income Corporation (EIF $102.20)
  • $102.20 P/E (TTM): 34.73X Cap: $5.78B
  • View EIF Profile
  • View Questions on EIF
• First Capital Real Estate Investment Trust (FCR.UN $20.60)
  • $20.60 Cap: $4.45B
  • View FCR.UN Profile
  • View Questions on FCR.UN

Q: My wife (71 YO) has these stocks in her TFSA as well as $47K cash. What do you think of these holdings? Suggestions on possible purchases? Sell/keep these holdings?

Upvote 11

Read Answer Asked by James on January 07, 2026

• Alphabet Inc. (GOOG $303.12)
  • $303.12 P/E (TTM): 28.62X Cap: $3.72T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $178.02)
  • $178.02 P/E (TTM): 37.13X Cap: $4.38T
  • View NVDA Profile
  • View Questions on NVDA
• Honeywell International Inc. (HON $227.85)
  • $227.85 P/E (TTM): 31.44X Cap: $146.15B
  • View HON Profile
  • View Questions on HON
• Oracle Corporation (ORCL $154.71)
  • $154.71 P/E (TTM): 29.08X Cap: $439.74B
  • View ORCL Profile
  • View Questions on ORCL

Q: Happy new year to the whole team . I have owned these 2 companies ORCL/HON or a number of years . Are they still worth holding ? Can you recommend their replacements if I were to sell them

Upvote 5

Read Answer Asked by Candi on January 06, 2026

• DaVita Inc. (DVA $150.99)
  • $150.99 P/E (TTM): 15.24X Cap: $9.94B
  • View DVA Profile
  • View Questions on DVA

Q: How do you see DVA’s recent performance and opportunities going forward?

Upvote 1

Read Answer Asked by Peter on January 06, 2026

• Altria Group Inc. (MO $65.52)
  • $65.52 P/E (TTM): 16.22X Cap: $108.89B
  • View MO Profile
  • View Questions on MO
• Philip Morris International Inc (PM $162.30)
  • $162.30 P/E (TTM): 23.81X Cap: $256.33B
  • View PM Profile
  • View Questions on PM
• Enbridge Inc. (ENB $73.85)
  • $73.85 P/E (TTM): 28.29X Cap: $159.48B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TMX Group Limited (X $49.29)
  • $49.29 P/E (TTM): 33.11X Cap: $13.75B
  • View X Profile
  • View Questions on X
  • View Reports on X
• Exchange Income Corporation (EIF $102.20)
  • $102.20 P/E (TTM): 34.73X Cap: $5.78B
  • View EIF Profile
  • View Questions on EIF

Q: what would your top 5 dividend stock in North America?

Upvote 21

Read Answer Asked by Gary on January 06, 2026

• Zedcor Inc. (ZDC $5.45)
  • $5.45 P/E (TTM): 400.71X Cap: $586M
  • View ZDC Profile
  • View Questions on ZDC

Q: Do you see any news to account for the steep drop today (now 9%)? Are you still ok with it?

Upvote 15

Read Answer Asked on January 06, 2026

• PIMCO Low Duration Monthly Income Fund (Canada) (PLDI $18.70)
  • $18.70 P/E (TTM): 10.79X Cap: $52M
  • View PLDI Profile
  • View Questions on PLDI

Q: I was disappointed to discover that this ETF had a distribution of zero for December 2025. Any ideas about what occurred?

Upvote 2

Read Answer Asked by Kwang on January 06, 2026

• Amazon.com Inc. (AMZN $207.68)
  • $207.68 P/E (TTM): 30.01X Cap: $2.25T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $303.12)
  • $303.12 P/E (TTM): 28.62X Cap: $3.72T
  • View GOOG Profile
  • View Questions on GOOG
• Micron Technology Inc. (MU $452.75)
  • $452.75 P/E (TTM): 43.89X Cap: $519.68B
  • View MU Profile
  • View Questions on MU
• Celestica Inc. (CLS $374.85)
  • $374.85 P/E (TTM): 39.65X Cap: $43.24B
  • View CLS Profile
  • View Questions on CLS
• Agnico Eagle Mines Limited (AEM $252.68)
  • $252.68 P/E (TTM): 23.79X Cap: $134.65B
  • View AEM Profile
  • View Questions on AEM
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.00)
  • $168.00 P/E (TTM): 138.45X Cap: $221.77B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Kraken Robotics Inc. (PNG $9.31)
  • $9.31 P/E (TTM): 167.5X Cap: $2.94B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• EnerSys (ENS $165.99)
  • $165.99 P/E (TTM): 20.38X Cap: $6.04B
  • View ENS Profile
  • View Questions on ENS
• Comfort Systems USA Inc. (FIX $1,427.24)
  • $1,427.24 P/E (TTM): 49.29X Cap: $50.05B
  • View FIX Profile
  • View Questions on FIX
• Brookfield Corporation Class A Limited Voting Shares (BN $53.33)
  • $53.33 P/E (TTM): 80.1X Cap: $120.55B
  • View BN Profile
  • View Questions on BN
• Nebius Group N.V. (NBIS $119.08)
  • $119.08 Cap: $28.23B
  • View NBIS Profile
  • View Questions on NBIS

Q: Hi 5i Guys, Could you please rank the noted stocks in order of your expected growth in the next 3 + years? Thank you!
Happy New Year!

Upvote 31

Read Answer Asked by Judith on January 06, 2026

• SPDR Gold Shares (GLD $424.22)
  • $424.22 Cap: $166.73B
  • View GLD Profile
  • View Questions on GLD
• Sprott Physical Gold Trust (PHYS $47.81)
  • $47.81 P/E (TTM): 24.9X Cap: $20.24B
  • View PHYS Profile
  • View Questions on PHYS

Q: Is there a Canadian-traded equivalent of GLD?

Upvote 5

Read Answer Asked by Murray on January 06, 2026

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $172.46)
  • $172.46 P/E (TTM): 28.12X Cap: $2.20B
  • View HPS.A Profile
  • View Questions on HPS.A
• Kraken Robotics Inc. (PNG $9.31)
  • $9.31 P/E (TTM): 167.5X Cap: $2.94B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• EnerSys (ENS $165.99)
  • $165.99 P/E (TTM): 20.38X Cap: $6.04B
  • View ENS Profile
  • View Questions on ENS
• Tantalus Systems Holding Inc. (GRID $4.29)
  • $4.29 Cap: $229M
  • View GRID Profile
  • View Questions on GRID
• First Trust NASDAQ Clean Edge Smart Grid Infrastru (GRID $165.13)
  • $165.13 P/E (TTM): 51.41X Cap: $7.84B
  • View GRID Profile
  • View Questions on GRID

Q: I think you believe all of these companies are buys.How would you rate them and which would you prefer to buy today? I already have small positions HPS.a and PNG.

Upvote 5

Read Answer Asked by Allen on January 06, 2026

• Alphabet Inc. (GOOG $303.12)
  • $303.12 P/E (TTM): 28.62X Cap: $3.72T
  • View GOOG Profile
  • View Questions on GOOG
• Celestica Inc. (CLS $374.85)
  • $374.85 P/E (TTM): 39.65X Cap: $43.24B
  • View CLS Profile
  • View Questions on CLS

Q: What would be your top five stock choices to add to a TFSA today, regardless of sector and geography? Thank you.

Upvote 31

Read Answer Asked by Kim on January 06, 2026

• Tantalus Systems Holding Inc. (GRID $4.29)
  • $4.29 Cap: $229M
  • View GRID Profile
  • View Questions on GRID
• Electrovaya Inc. (ELVA $10.39)
  • $10.39 P/E (TTM): 83.37X Cap: $504M
  • View ELVA Profile
  • View Questions on ELVA

Q: Hi Team,
I am looking for a tfsa candidate to play the secular growing demand in the north American electricity grid. Would Grid fit the bill here? The company seems to be doing well, and with a smaller 240mil market cap it seems that there could be multi bagger opportunity here over the next decade, would your agree? If you do not see Grid as a top pick today, do you have a couple alternative suggestions for a high conviction growth stock for this years tfsa contribution?

Thanks,
Shane.

Upvote 7

Read Answer Asked by Shane on January 06, 2026

• Finning International Inc. (FTT $83.91)
  • $83.91 P/E (TTM): 18.48X Cap: $11.59B
  • View FTT Profile
  • View Questions on FTT

Q: You’re thoughts on finning

Upvote 6

Read Answer Asked on January 06, 2026

• Dollarama Inc. (DOL $183.71)
  • $183.71 P/E (TTM): 41.43X Cap: $51.90B
  • View DOL Profile
  • View Questions on DOL
• Celestica Inc. (CLS $374.85)
  • $374.85 P/E (TTM): 39.65X Cap: $43.24B
  • View CLS Profile
  • View Questions on CLS
• Toromont Industries Ltd. (TIH $193.63)
  • $193.63 P/E (TTM): 32.92X Cap: $15.98B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• Thomson Reuters Corporation (TRI $128.58)
  • $128.58 P/E (TTM): 28.9X Cap: $57.26B
  • View TRI Profile
  • View Questions on TRI
• Kraken Robotics Inc. (PNG $9.31)
  • $9.31 P/E (TTM): 167.5X Cap: $2.94B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Galaxy Digital Inc. Class A common stock (GLXY $28.42)
  • $28.42 Cap: $11.58B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: In the growth portfolio, could you list the companies you would add to in a TFSA from highest conviction to lowest. Maybe six of them,

Upvote 14

Read Answer Asked by Helen on January 06, 2026

• 5N Plus Inc. (VNP $28.77)
  • $28.77 P/E (TTM): 40.33X Cap: $2.68B
  • View VNP Profile
  • View Questions on VNP
• Tantalus Systems Holding Inc. (GRID $4.29)
  • $4.29 Cap: $229M
  • View GRID Profile
  • View Questions on GRID

Q: I hold small (less than 1%) positions in VNP and GRID. I would like to beef up the size of my holdings or sell and redistribute the funds into other positions. Would you put more money into VNP and GRID, combine the two into one holding of either VNP or GRID, or reallocate the funds. Thank you for your help with this.
David

Upvote 10

Read Answer Asked by David on January 06, 2026

• Micron CDR (CAD Hedged) (MU $20.17)
  • $20.17 P/E (TTM): 60.83X Cap: $711.48B
  • View MU Profile
  • View Questions on MU

Q: I would appreciate your opinion on MU. Would you consider it to be a Buy even with it's recent meteoric price rise and it's P/E of 29.7?

Upvote 7

Read Answer Asked by Dennis on January 06, 2026

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $172.46)
  • $172.46 P/E (TTM): 28.12X Cap: $2.20B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: Hold these 3 stocks in TFSA: NVDA, FRU and HPS.A. I have $15K in cash. What stock would be a good addition?

Upvote 7

Read Answer Asked by James on January 06, 2026