Investment Q&A

• Amazon.com Inc. (AMZN $198.79)
  • $198.79 P/E (TTM): 27.73X Cap: $2.13T
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• Broadcom Inc. (AVGO $325.17)
  • $325.17 P/E (TTM): 68.46X Cap: $1.54T
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• Meta Platforms Inc. (META $639.77)
  • $639.77 P/E (TTM): 27.24X Cap: $1.61T
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• Alphabet Inc. (GOOG $306.02)
  • $306.02 P/E (TTM): 28.31X 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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• Micron Technology Inc. (MU $411.66)
  • $411.66 P/E (TTM): 39.13X Cap: $463.32B
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• NVIDIA Corporation (NVDA $182.81)
  • $182.81 P/E (TTM): 45.36X Cap: $4.44T
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• Arista Networks Inc. (ANET $141.59)
  • $141.59 P/E (TTM): 53.63X Cap: $178.30B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $366.36)
  • $366.36 P/E (TTM): 51.45X Cap: $1.90T
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• VanEck Vectors Semiconductor ETF (SMH $407.72)
  • $407.72 P/E (TTM): 35.18X Cap: $45.68B
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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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• Palantir Technologies Inc. (PLTR $131.41)
  • $131.41 P/E (TTM): 312.88X Cap: $313.20B
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• Tortoise AI Infrastructure (TCAI $36.15)
  • $36.15 P/E (TTM): 30.72X Cap: $68M
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Q: Hello Team 5i & Everyone,

With regard to the A.I. theme: If you had to pick 9 American stocks to watch that have been already running since 2023 because of A.I., which stocks would they be?

Nividia & Microsoft seem obvious. Maybe VST, AVGO… Gemini provided a list, but I’d like to know what you think please.

I find that the MAGS etf is a simple way to track the big tech stocks, but I’m not sure if the SMH etf would be too specific to track the A.I. stocks/theme?

Thank you for your help!

Sandra

Upvote 13

Read Answer Asked by Sandra on January 23, 2026

• Brookfield Infrastructure Partners L.P. (BIP.UN $52.79)
  • $52.79 P/E (TTM): 59.82X Cap: $24.34B
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• Hydro One Limited (H $56.47)
  • $56.47 P/E (TTM): 26.06X Cap: $33.86B
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• Fortis Inc. (FTS $56.84)
  • $56.84 P/E (TTM): 22.18X Cap: $28.57B
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Q: I want to add an additional utility sector stock to my TFSA. I currently own FTS and I am considering buying either H or BIP.UN. Which one would be better. Also open to suggestion of another utility stock.

Upvote 5

Read Answer Asked by Roy on January 23, 2026

• Rockpoint Gas Storage Inc. (RGSI $28.77)
  • $28.77 Cap: $3.82B
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Q: Will the dividend be eligible for tax purposes.
Thank you

Upvote 2

Read Answer Asked by David on January 23, 2026

Q: Not a Canadian listed company tcg.ax but would you provide commentary on its prospects.Thanks.

Upvote 3

Read Answer Asked by Maurice on January 23, 2026

• Capstone Copper Corp. (CS $15.86)
  • $15.86 P/E (TTM): 29.2X Cap: $12.10B
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Q: Do you see further downside due to the strike creating a buying opportunity in CS?
With appreciation,
Ed

Upvote 6

Read Answer Asked by Ed on January 23, 2026

Q: LYSCF Australian rare earth company that trades OTC.

What do you think of them for a rare earth stock, and what do you think of the valuation and growth?

Upvote 3

Read Answer Asked by Max on January 23, 2026

• Realbotix Corp. (XBOT $0.30)
  • $0.30 Cap: $67M
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Q: your opinion on xbot and the space their in, MaaS machines as a service
thank you.
great service you offer.

Upvote 2

Read Answer Asked by Howard on January 23, 2026

• iShares Core MSCI Europe ETF (IEUR $75.16)
  • $75.16 P/E (TTM): 12.36X Cap: $7.59B
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Q: what is your opinion regarding IEUR? Are there better options out there?

thanks,

J

Upvote 3

Read Answer Asked by John on January 23, 2026

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.87)
  • $5.87 P/E (TTM): 23.48X Cap: $625M
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Q: I know your not crazy about this stock,but looking at it from purely an income play the dividend has already been cut and its pays 7% and other than a couple very temporary blips its basically at an all time low(i know could still drop more)im just thinking i could possibly hold this company between 5.50 and 7.00 for a long time and collect a nice payout and who knows the canadian landscape of these types of companies is getting smaller every year,could be a take out candidate,could you tell me the payout ratio,new management any possible head or tail winds you see in the next couple of years possibly... THANKS

Upvote 3

Read Answer Asked by Greg on January 23, 2026

Q: KSCP your view on this one please
many thanks

Upvote 2

Read Answer Asked by Howard on January 23, 2026

Q: Hello 5i
Please tell me what you can about the Amplify ETF.
Pros and cons , peers, preference.
Thank you
Dave

Upvote 1

Read Answer Asked by Dave on January 23, 2026

Q: Your thought for Rrif??

Upvote 1

Read Answer Asked by Bill on January 23, 2026

• Kinaxis Inc. (KXS $123.77)
  • $123.77 P/E (TTM): 75.34X Cap: $3.47B
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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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Q: When do these companies next report earnings and what is expected? Do you see them beating estimates?

Upvote 9

Read Answer Asked on January 23, 2026

• S&P/TSX Composite Index (TSX $33,073.71)
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Q: Looking s+p500...tsx and the dow which are under or over valued?

Upvote 2

Read Answer Asked by adam on January 23, 2026

• Constellation Software Inc. (CSU $2,356.67)
  • $2,356.67 P/E (TTM): 55.25X Cap: $49.94B
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• Vitalhub Corp. (VHI $7.99)
  • $7.99 P/E (TTM): 156.67X Cap: $504M
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Q: Hi Team,
I hold VHI in my tfsa, down 20% now. Would it be considered a "high grade" move to sell it now and buy CSU now that it is also down as much or more than VHI in the last year? Would my return prospects from here with CSU be just as high as compared to sticking with VHI? Would you advise this move?

Thanks,
Shane.

Upvote 5

Read Answer Asked by Shane on January 23, 2026

• Alphamin Resources Corp. (AFM $1.26)
  • $1.26 P/E (TTM): 10.31X Cap: $1.61B
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Q: hi again:

happy new year to you and the team

this has grown to an uncomfortable 12% position in my family portfolio and i will slowly sell it down to 6-8%

(hopefully before the rebels take over again!!)


today's report looks solid

with this new info, how do the fundamentals look?

and for reference, what would you figure would be a ballpark per share value should this mine be in a safe (r) jurisdiction?

i am curious what you feel is the discount they are priced at by operating in the DRC

thanks as always

Upvote 1

Read Answer Asked by Robert on January 23, 2026

• Foran Mining Corporation (FOM $7.28)
  • $7.28 Cap: $3.72B
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• Costco Wholesale Corporation (COST $1,018.48)
  • $1,018.48 P/E (TTM): 70.78X Cap: $452.07B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,356.86)
  • $2,356.86 P/E (TTM): 8.06X Cap: $50.26B
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• Constellation Software Inc. (CSU $2,356.67)
  • $2,356.67 P/E (TTM): 55.25X Cap: $49.94B
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• ARC Resources Ltd. (ARX $24.43)
  • $24.43 P/E (TTM): 6.05X Cap: $13.93B
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• WSP Global Inc. (WSP $221.20)
  • $221.20 P/E (TTM): 33.08X Cap: $28.89B
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• Celestica Inc. (CLS $381.72)
  • $381.72 P/E (TTM): 46.63X Cap: $43.91B
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• TFI International Inc. (TFII $163.62)
  • $163.62 P/E (TTM): 31.38X Cap: $13.46B
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• goeasy Ltd. (GSY $121.58)
  • $121.58 P/E (TTM): 8.85X Cap: $1.95B
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• Shopify Inc. (SHOP $112.70)
  • $112.70 P/E (TTM): 84.58X Cap: $147.34B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $59.72)
  • $59.72 Cap: $20.26B
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• Ninepoint Energy Income FUnd (NRGI)
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• Brookfield Corporation Class A Preference Shares Series 32 (BN.PF.A $26.22)
  • $26.22 P/E (TTM): 95.84X Cap: $146.08B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.70)
  • $71.70 P/E (TTM): 33.43X Cap: $115.49B
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• Nvidia CDR (CAD Hedged) (NVDA $41.40)
  • $41.40 P/E (TTM): 62.18X Cap: $6.04T
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• Microsoft CDR (CAD Hedged) (MSFT $28.45)
  • $28.45 P/E (TTM): 29.42X Cap: $4.05T
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• Amazon.com CDR (CAD Hedged) (AMZN $23.07)
  • $23.07 P/E (TTM): 35.95X Cap: $2.90T
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• Alphabet CDR (CAD Hedged) (GOOG $49.54)
  • $49.54 P/E (TTM): 38.06X Cap: $5.03T
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• NINEPOINT ENERGY INCOME FUND (NRGI)
  • P/E (TTM): 14.53X
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• Eli Lilly CDR (CAD Hedged) (LLY)
  • P/E (TTM): 90.37X
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• Walmart CDR (CAD Hedged) (WMT)
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• GE Vernova CDR (CAD Hedged) (GEV $54.46)
  • $54.46 P/E (TTM): 45.34X Cap: $295.08B
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Q: i own above shares can you rate the top 6 regardless of sector in order of preference so i can add to them based on you top picks from the group also list your top 6 picks in order of preference as well please

Upvote 13

Read Answer Asked by Terence on January 23, 2026

Q: Can you comment on Kelly partners ?any reason for its two year drought?

Upvote 1

Read Answer Asked by Kim on January 23, 2026

• iShares S&P/TSX Global Gold Index ETF (XGD $61.96)
  • $61.96 P/E (TTM): 8.01X Cap: $4.82B
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Q: I notice that precious metals have taken off, I only own AEM. Is it too late to invest in another stock. WPM is in your balanced portfolio, but looks expensive. What are your recommendations to add to my portfolio now. Would also consider a ETF
Thanks Stephen

Upvote 5

Read Answer Asked by Stephen on January 23, 2026

• Global X Robotics & AI Index ETF (RBOT $35.49)
  • $35.49 P/E (TTM): 5.81X Cap: $69M
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• GLOBAL X FDS (AIQ $49.45)
  • $49.45 P/E (TTM): 22.49X Cap: $7.56B
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• Evolve Artificial Intelligence Fund (ARTI $12.80)
  • $12.80 P/E (TTM): 34.19X Cap: $19M
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• Global X Artificial Intelligence & Technology Index ETF (AIGO $29.20)
  • $29.20 P/E (TTM): 24.17X Cap: $18M
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Q: Looking for a Canadian based etf that offers exposure to the AI sector. Your thoughts on the above noted one and any better alternatives would be appreciated.

Upvote 3

Read Answer Asked by Robert on January 23, 2026