Investment Q&A

• Amazon.com Inc. (AMZN $204.86)
  • $204.86 P/E (TTM): 28.05X Cap: $2.19T
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• Alphabet Inc. (GOOG $303.56)
  • $303.56 P/E (TTM): 28.01X Cap: $3.66T
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• Eli Lilly and Company (LLY $1,023.22)
  • $1,023.22 P/E (TTM): 45.14X Cap: $965.26B
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• Teradyne Inc. (TER $315.90)
  • $315.90 P/E (TTM): 114.9X Cap: $49.47B
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• EnerSys (ENS $176.85)
  • $176.85 P/E (TTM): 22.06X Cap: $6.48B
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• RTX Corporation (RTX $205.41)
  • $205.41 P/E (TTM): 41.03X Cap: $275.71B
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• Celsius Holdings Inc. (CELH $44.13)
  • $44.13 P/E (TTM): 394.82X Cap: $11.37B
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• Applovin Corporation (APP $412.00)
  • $412.00 P/E (TTM): 49.06X Cap: $139.23B
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• Nebius Group N.V. (NBIS $107.61)
  • $107.61 Cap: $25.62B
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• Karman Holdings Inc. (KRMN $88.46)
  • $88.46 P/E (TTM): 1073.0X Cap: $11.70B
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Q: So many members ask questions where they ask you to rank a number of companies which they suggest. Let me change that up a. bit. Please rank the top 10 Canadian companies that YOU think have the best chance of yielding the highest returns for 5i members In 2026. Perhaps an unfair question but I"m curious.

This was a question asked earlier which seems quite popular. Can I ask the same question for US stocks
Thanks

Upvote 1

Read Answer Asked by joseph on February 20, 2026

• B2Gold Corp. (BTO $7.00)
  • $7.00 Cap: $9.38B
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Q: What’s your opinion on the results just released? Is it a decent place to park a few bucks ? Is it decent value ?

Upvote 1

Read Answer Asked by Andre on February 20, 2026

• BMO MSCI Emerging Markets Index ETF (ZEM $30.23)
  • $30.23 P/E (TTM): 6.81X Cap: $2.80B
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• iShares Core MSCI Emerging Markets IMI Index ETF (XEC $40.12)
  • $40.12 P/E (TTM): 9.99X Cap: $3.74B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $47.40)
  • $47.40 P/E (TTM): 6.44X Cap: $3.69B
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• iShares MSCI South Korea ETF (EWY $135.21)
  • $135.21 P/E (TTM): 40.69X Cap: $14.14B
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• VanEck Vietnam ETF (VNM $18.76)
  • $18.76 P/E (TTM): 43.84X Cap: $638M
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Q: Given the strong recent performance of the MSCI Emerging Markets Index relative to the MSCI World Index (42.8% vs. 19.6% for the year ending Jan. 31), could you recommend appropriate ETFs that track each index?

I would also value your views on the forward outlook for emerging markets versus developed markets and whether current conditions support adjusting exposure between the two.

Upvote 1

Read Answer Asked by Ronnie on February 20, 2026

• Copart Inc. (CPRT $37.65)
  • $37.65 P/E (TTM): 23.16X Cap: $36.44B
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Q: Hi gang, what is your take on copart,s quarter?
Would you buy at this level? 2-3 years hold. And why? Thanks
Alnoor

Upvote 1

Read Answer Asked by Alnoor on February 20, 2026

• Propel Holdings Inc. (PRL $22.11)
  • $22.11 P/E (TTM): 11.48X Cap: $870M
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• Klarna Group plc (KLAR)
  • Cap: $9.95B
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Q: I am baffled by the decline here since announcing a dividend increase Feb11. It is down 15% + since. Why? No eps till Mar 2. Surely they would not raise it if the results were going to be less than expected. Your thoughts. Thanks

Upvote 2

Read Answer Asked by george on February 20, 2026

• Groupe Dynamite Inc. Subordinate voting shares (GRGD $85.66)
  • $85.66 P/E (TTM): 53.28X Cap: $8.98B
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Q: GRGD been on a tear lately.

Any reason?


Thanks


Sheldon

Upvote 1

Read Answer Asked by Sheldon on February 20, 2026

• Coinbase Global Inc (COIN $165.94)
  • $165.94 P/E (TTM): 37.31X Cap: $43.82B
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• Toast Inc. Class A (TOST $27.64)
  • $27.64 P/E (TTM): 64.8X Cap: $16.27B
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Q: Any hope for either these 2 stocks, they've certainly been taken down?

Thnx 5I

Upvote 1

Read Answer Asked by David on February 20, 2026

• OceanaGold Corporation (OGC $52.15)
  • $52.15 P/E (TTM): 22.66X Cap: $11.74B
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• Hudbay Minerals Inc. (HBM $33.86)
  • $33.86 P/E (TTM): 21.71X Cap: $13.41B
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• Pan American Silver Corp. (PAAS $83.85)
  • $83.85 P/E (TTM): 32.55X Cap: $35.37B
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• Capstone Copper Corp. (CS $13.75)
  • $13.75 P/E (TTM): 27.46X Cap: $10.49B
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• Firan Technology Group Corporation (FTG $17.66)
  • $17.66 P/E (TTM): 38.49X Cap: $444M
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• Calian Group Ltd. (CGY $76.98)
  • $76.98 Cap: $870M
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• Kraken Robotics Inc. (PNG $8.18)
  • $8.18 P/E (TTM): 137.33X Cap: $2.50B
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• Silvercorp Metals Inc. (SVM $15.14)
  • $15.14 P/E (TTM): 87.28X Cap: $3.28B
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• Aris Mining Corporation (ARIS $27.27)
  • $27.27 P/E (TTM): 115.25X Cap: $5.52B
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• MDA Space Ltd. (MDA $39.00)
  • $39.00 P/E (TTM): 43.54X Cap: $4.92B
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Q: Looking at adding to 2 areas - stocks that might benefit from increased defense spending in Canada, and stocks in the metals sector. How would you rate these stocks on a scale of 1 to 10 for a buy at this time? 10 being something you like a lot, 5 if you are indifferent, and 1 if you have zero interest in owning it. ARIS, CS, HBM, OGC, PAAS, SVM for metals and CGY, FTG, MDA, PNG for defense related.

Upvote 1

Read Answer Asked by Dan on February 20, 2026

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,325.98)
  • $2,325.98 P/E (TTM): 8.09X Cap: $49.61B
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Q: Please comment on Fairfax earnings. Thanks

Upvote 1

Read Answer Asked by rajeev on February 20, 2026

• Superior Plus Corp. (SPB $7.94)
  • $7.94 P/E (TTM): 120.46X Cap: $1.77B
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Q: Could you comment on SPB's most recent quarter? Based on the last year results, what is this company's free cash flow yield

Upvote 1

Read Answer Asked by Irwin on February 20, 2026

• TELUS Corporation (T $18.54)
  • $18.54 P/E (TTM): 24.18X Cap: $28.94B
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Q: An analyst suggested there is a 50% chance Telus dividend will be cut by at least 30%.
What is your forecast with respective to Telus' dividend?
Is the stock now a sell buy or hold ?
Thanks

Upvote 1

Read Answer Asked by Terry on February 20, 2026

• Vertiv Holdings LLC Class A (VRT $243.06)
  • $243.06 P/E (TTM): 91.9X Cap: $92.98B
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Q: Can you please give your opinion of VRT latest earning, thank you

Upvote 2

Read Answer Asked by Cheryl on February 19, 2026

• StorageVault Canada Inc. (SVI $4.95)
  • $4.95 Cap: $1.80B
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• Whitecap Resources Inc. (WCP $13.77)
  • $13.77 P/E (TTM): 11.21X Cap: $16.71B
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• Freehold Royalties Ltd. (FRU $17.54)
  • $17.54 P/E (TTM): 21.09X Cap: $2.87B
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• Tamarack Valley Energy Ltd. (TVE $9.89)
  • $9.89 Cap: $498M
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• Dream Industrial Real Estate Investment Trust (DIR.UN $13.20)
  • $13.20 P/E (TTM): 31.05X Cap: $3.86B
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• Headwater Exploration Inc. (HWX $11.99)
  • $11.99 P/E (TTM): 15.71X Cap: $2.84B
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Q: Want to generate some cash in a RESP. overweight oil and gas in this fund. trying to decide what to sell. Do I trim a little from white cap, head water, and freehold or sell reits.

Upvote 7

Read Answer Asked by brian on February 19, 2026

• B2Gold Corp. (BTO $7.00)
  • $7.00 Cap: $9.38B
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Q: Nothing in today’s earnings would improve anyone’s sense of the value of BTO. Assume advice remains to invest for gold in other companies.

Upvote 3

Read Answer Asked by Jim on February 19, 2026

• Bristol-Myers Squibb Company (BMY $60.30)
  • $60.30 P/E (TTM): 17.44X Cap: $122.79B
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Q: Can you please update your analysis of BMI. Can they overcome the loss of their patents on key drugs?

Upvote 1

Read Answer Asked by Murray on February 19, 2026

• Brookfield Corporation Class A Limited Voting Shares (BN $63.25)
  • $63.25 P/E (TTM): 95.7X Cap: $142.01B
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Q: Would you consider Brookfield Corp attractive here at 63$ range?It seems to be rangebound heading nowhere…….

Upvote 10

Read Answer Asked by Kim on February 19, 2026

• Nutrien Ltd. (NTR $98.29)
  • $98.29 P/E (TTM): 57.69X Cap: $47.50B
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Q: Thoughts on the quarter please?

Thx

Upvote 4

Read Answer Asked by blake on February 19, 2026

• Discovery Silver Corp. (DSV $9.75)
  • $9.75 Cap: $7.91B
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Q: Could you please comment on today's earnings report for Discovery Silver? How do things look going forward? Would you still recommend DSV as a buy? If yes, what would be a fair price to start a position? Thank you to you and your team for your excellent service. Gord

Upvote 2

Read Answer Asked by gord on February 19, 2026

• Leidos Holdings Inc. (LDOS $176.27)
  • $176.27 P/E (TTM): 15.1X Cap: $21.68B
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Q: Can you comment on their earnings release and how do you see their prospects? Would you consider it a buy/sell/hold? Thanks

Upvote 3

Read Answer Asked by Michael on February 19, 2026

• BetaPro Inverse Bitcoin ETF (BITI $25.13)
  • $25.13 Cap: $26M
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• Fidelity Advantage Bitcoin ETF (FBTC $30.26)
  • $30.26 Cap: $1.11B
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• Ishares Bitcoin ETF (IBIT)
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Q: Occasionally I develop a strong conviction on where the Bitcoin price is headed, and would like your thoughts on best way to play short-term, (1-7day), moves on this. Must be CDN listed and 2x vehicles would be fine as well.
Thanks

Upvote 1

Read Answer Asked by Robert on February 19, 2026