Investment Q&A

• Exchange Income Corporation (EIF $101.78)
  • $101.78 P/E (TTM): 34.98X Cap: $5.77B
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Q: I have owned this stock for a long time and it now accounts for 6% of my portfolio. I normally trim around that percentage unless the stock is seen as having continued growth and reasonable stability. I see that it is over 6% in the 5i income portfolio. However, I still bear the battle scars from a couple of past short reports on this company and although it has obviously recovered from those attacks, I can't help but wonder if something/someone is lurking in the weeds. I know you don't have a crystal ball but given its history, would you be comfortable letting this company grow to a 7% level which is about the max for me?

Appreciate your insight.

Paul F.

Upvote 2

Read Answer Asked by Paul on March 05, 2026

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $100.50)
  • $100.50 P/E (TTM): 13.43X Cap: $21.38B
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• Constellation Software Inc. (CSU $2,650.05)
  • $2,650.05 P/E (TTM): 63.13X Cap: $56.17B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $65.42)
  • $65.42 P/E (TTM): 54.87X Cap: $681M
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• Topicus.com Inc. (TOI $101.78)
  • $101.78 P/E (TTM): 306.56X Cap: $13.14B
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• Lumine Group Inc. (LMN $23.80)
  • $23.80 P/E (TTM): 81.68X Cap: $5.52B
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Q: Greetings 5i team,
I see that CSU, SHOP, CLS and GIB.A account for about 83% of XIT but neither TOI nor LMN are held directly in XIT. Bit of a math question: if we were to break LMN and TOI out of CSU, what % break down of XIT would LMN, TOI and CSU (thus reduced) represent?
Thank you
SP

Upvote 2

Read Answer Asked by Steve on March 05, 2026

• Lumine Group Inc. (LMN $23.80)
  • $23.80 P/E (TTM): 81.68X Cap: $5.52B
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Q: Good Morning,
Looks like LMN had a really strong quarter? Toi also had a strong qrt and CSU reports on Monday. Hopeully the AI threat will start to diminsih .. although may take a few quarters of strength ?
thanks

Upvote 4

Read Answer Asked by Chris on March 05, 2026

• Genius Sports Limited (GENI $5.88)
  • $5.88 Cap: $1.44B
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Q: hi folks, thoughts on Q4 results for Genius Sports....seems to be getting stronger/better each Q....any thoughts on when big acquistion might close/ synergies....and are you still comfortable holding / buy....I see Sportradar reported seemingly good Q results, but took a hit to new lows.....currently have position only in Geni...thx as always, jb

Upvote 4

Read Answer Asked by John on March 05, 2026

• Pollard Banknote Limited (PBL $18.98)
  • $18.98 P/E (TTM): 18.39X Cap: $513M
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Q: Update please

Upvote 3

Read Answer Asked by Bill on March 05, 2026

• Pinetree Capital Ltd. (PNP $9.70)
  • $9.70 P/E (TTM): 3.29X Cap: $91M
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Q: Your evaluation of PNP 4Q and 2025 results. They changed quite a few holdings this year and bought some really beat up software companies.. Your guess as to its outlook for 2026.

Upvote 1

Read Answer Asked by Todd on March 05, 2026

Q: If United States walks away from CUSMA how would you position your portfolio to shield it
Thanks for the help

Upvote 6

Read Answer Asked by Sam on March 05, 2026

• Broadcom Inc. (AVGO $325.71)
  • $325.71 P/E (TTM): 66.07X Cap: $1.50T
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• Alphabet Inc. (GOOG $300.63)
  • $300.63 P/E (TTM): 28.08X Cap: $3.67T
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• Microsoft Corporation (MSFT $406.30)
  • $406.30 P/E (TTM): 25.26X Cap: $3T
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• Micron Technology Inc. (MU $401.98)
  • $401.98 P/E (TTM): 36.09X Cap: $451.07B
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• NVIDIA Corporation (NVDA $181.41)
  • $181.41 P/E (TTM): 36.74X Cap: $4.44T
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• Teradyne Inc. (TER $300.20)
  • $300.20 P/E (TTM): 87.67X Cap: $47.78B
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• Vertiv Holdings LLC Class A (VRT $250.20)
  • $250.20 P/E (TTM): 71.68X Cap: $93.52B
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• Nebius Group N.V. (NBIS $96.90)
  • $96.90 Cap: $23.28B
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Q: I very much enjoyed reading your AI Stack report and have adjusted some of my holdings accordingly. I hold: NBIS, NVDA, AVGO, MU, TER, VRT, GOOG and MSFT. All between 2-3% weighting. Do I need to hold both NVDA and AVGO? If not, I would sell AVGO. Assuming AVGO is sold, which would you be inclined to top up: NVDA, NBIS, MU, TER, VRT or GOOG? Thank you.

Upvote 3

Read Answer Asked by Maureen on March 05, 2026

• Westlake Corporation (WLK $110.00)
  • $110.00 Cap: $13.57B
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Q: What are your thoughts on Westlake Corp. it has seen some positive movement.
Would you bye this at this time?
Thanks kindly.

Upvote 2

Read Answer Asked by Paulette on March 05, 2026

• Akita Drilling Ltd. Class A Non-Voting Shares (AKT.A $3.15)
  • $3.15 P/E (TTM): 5.38X Cap: $119M
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Q: Do you see anything positive in Akita drilling.It had a big pop yesterday.

Upvote 3

Read Answer Asked by Don on March 05, 2026

• Information Services Corporation Class A Limited Voting Shares (ISC $48.49)
  • $48.49 P/E (TTM): 33.21X Cap: $906M
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Q: if there are 3 or 4 different companies, bidding to buy information services and the starting bids are gonna be at $60 a share. Why is the stock languishing at 48.dave

Upvote 1

Read Answer Asked by david on March 05, 2026

• goeasy Ltd. (GSY $111.03)
  • $111.03 P/E (TTM): 7.72X Cap: $1.77B
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Q: Could you provide an update on insider buying for Goeasy? In the past they seemed to personally get behind the stock.
Also, what does your gut say about the security of that 5.5% dividend? Are they over-leveraged or is there another key metric that could indicate things are a bit shakey? Thank you

Upvote 5

Read Answer Asked by Delbert on March 05, 2026

• Diageo plc (DEO $81.58)
  • $81.58 P/E (TTM): 20.11X Cap: $45.18B
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Q: Hello 5i Team

I hold shares of Diageo (DEO) in my US$ rrsp account.

On February 25, DEO announced the dividend would be reduced.

DEO paid there dividend for the ADR semi-annually (i.e. April and October) and for 2025 payment amounts were approximately US$1.62 and US$2.52

1 - Did DEO convert to quarterly dividend payments ?

2 - Is there an indication of the total annual dividend payment for 2026 - not sure if DEO stated this in their press release however I am assuming it would be British Pounds.

3 - Is DEO a long term hold, given the reduced dividend ?

Thanks

Upvote 1

Read Answer Asked by Stephen on March 05, 2026

• Global X Robotics & AI Index ETF (RBOT $34.23)
  • $34.23 P/E (TTM): 5.81X Cap: $67M
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Q: Could you please offer thoughts on ETF ARTY - future AI and tech. After holding RBOT for several years, it does look like this one has a more effective index for tracking the AI surge.

Upvote 3

Read Answer Asked by Peter on March 05, 2026

Q: ALOY 5i I am looking at investing in this US stock. apparently this critical mineral producer has a plant in US up and running to produce faster and safer products from Saskatoon or Manitoba They are affialated with US and gov't has given them money. What does 5I think long term investment. Thank GV

Upvote 1

Read Answer Asked by Guy on March 05, 2026

• iShares S&P/TSX Global Gold Index ETF (XGD $62.15)
  • $62.15 P/E (TTM): 24.93X Cap: $4.63B
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• BMO Low Volatility Canadian Equity ETF (ZLB $59.67)
  • $59.67 P/E (TTM): 17.1X Cap: $6.11B
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• iShares S&P/TSX Capped Energy Index ETF (XEG $24.38)
  • $24.38 P/E (TTM): 12.58X Cap: $1.96B
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• iShares S&P/TSX Global Base Metals Index ETF (XBM $34.88)
  • $34.88 P/E (TTM): 25.77X Cap: $556M
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• Vanguard Balanced ETF Portfolio (VBAL $37.62)
  • $37.62 P/E (TTM): 6.89X Cap: $4.87B
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Q: My granddaughter has an individual stock portfolio which I need to change to an ETF portfolio as she does not personally follow or trades stocks and I am no longer able to manage the account.
Would you please suggest a portfolio of ETFs that is diversified as well as recommendations for ETFs that focus on precious metals, base metals and energy?
With appreciation,
Ed

Upvote 4

Read Answer Asked by Ed on March 05, 2026

• Exxon Mobil Corporation (XOM $152.24)
  • $152.24 P/E (TTM): 22.66X Cap: $624.26B
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• Suncor Energy Inc. (SU $79.04)
  • $79.04 P/E (TTM): 16.07X Cap: $92.82B
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• Canadian Natural Resources Limited (CNQ $62.47)
  • $62.47 P/E (TTM): 19.04X Cap: $125.48B
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Q: What are your favourite energy plays presently, for a 1-2 year hold. U.S. or Canada.

Upvote 2

Read Answer Asked by Michael on March 05, 2026

• ARC Resources Ltd. (ARX $25.74)
  • $25.74 P/E (TTM): 6.44X Cap: $14.61B
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Q: Arx has hit the same resistance levels ie $26 several times in the last few months. It can't seem to break through.
Any hope here or is there a problem on the balance sheet etc ?
Thx

Upvote 2

Read Answer Asked by John L on March 05, 2026

• Constellation Software Inc. (CSU $2,650.05)
  • $2,650.05 P/E (TTM): 63.13X Cap: $56.17B
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• Sabre Corporation (SABR $1.96)
  • $1.96 P/E (TTM): 1.34X Cap: $786M
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Q: If SABR is a company CSU is looking to buy/takeover, would it not make sense for retail investors to also buy SABR? Perhaps not even for the takeover premium, but doesn't this mean CSU believes that SABR is undervalued?

Upvote 1

Read Answer Asked by Mike on March 05, 2026

• BMO Equal Weight Banks Index ETF (ZEB $61.32)
  • $61.32 P/E (TTM): 15.15X Cap: $4.81B
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• Hamilton Canadian Bank Equal-Weight Index ETF (HEB $28.70)
  • $28.70 P/E (TTM): 15.2X Cap: $1.10B
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Q: Is there any reason not to prefer HEB over ZEB? The two ETFs appear to be very similar while HEB seems to have a 0% MER and ZEB 0.25%. My online brokerage website also says HEB's yield is 3.06% while ZEB's is just 2.02%, though the reason why the yields are different is not apparent.

Upvote 2

Read Answer Asked by Philip on March 05, 2026