Investment Q&A

• 5N Plus Inc. (VNP $29.66)
  • $29.66 P/E (TTM): 42.59X Cap: $2.71B
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Q: Hi Peter & 5i,
Would you please give your summary of their quarterly earnings and their outlook for 2026?
Thanks so much.

Upvote 9

Read Answer Asked by Dennis on February 25, 2026

• Alphabet Inc. (GOOGL $311.76)
  • $311.76 P/E (TTM): 28.81X Cap: $3.71T
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• Eli Lilly and Company (LLY $1,051.99)
  • $1,051.99 P/E (TTM): 46.12X Cap: $964.13B
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• Enbridge Inc. (ENB $72.47)
  • $72.47 P/E (TTM): 27.44X Cap: $155.92B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,347.75)
  • $2,347.75 P/E (TTM): 7.99X Cap: $49.85B
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• ARC Resources Ltd. (ARX $25.30)
  • $25.30 P/E (TTM): 6.11X Cap: $14.23B
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• Tourmaline Oil Corp. (TOU $64.04)
  • $64.04 P/E (TTM): 17.98X Cap: $24.26B
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• Celestica Inc. (CLS $378.78)
  • $378.78 P/E (TTM): 49.65X Cap: $43.90B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.67)
  • $164.67 P/E (TTM): 127.25X Cap: $224.50B
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• goeasy Ltd. (GSY $107.38)
  • $107.38 P/E (TTM): 7.89X Cap: $1.76B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $120.78)
  • $120.78 Cap: $15.12B
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• Sonida Senior Living Inc Com (New) (CSU)
  • P/E (TTM): -0.5X Cap: $75M
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• Fortis Inc. (FTS $57.50)
  • $57.50 P/E (TTM): 22.42X Cap: $28.77B
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $31.78)
  • $31.78 Cap: $21.05B
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• Boyd Gaming Corporation (BYD $83.23)
  • $83.23 P/E (TTM): 3.66X Cap: $6.62B
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• VanEck Junior Gold Miners ETF (GDXJ $156.19)
  • $156.19 P/E (TTM): 4.81X Cap: $12.27B
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• Brookfield Corporation Class A Preference Shares Series 28 (BN.PR.X $19.71)
  • $19.71 P/E (TTM): 88.8X Cap: $138.44B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $63.69)
  • $63.69 P/E (TTM): 30.6X Cap: $107.33B
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• Nvidia CDR (CAD Hedged) (NVDA $40.08)
  • $40.08 P/E (TTM): 64.56X Cap: $6.49T
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• Costco CDR (CAD Hedged) (COST $45.36)
  • $45.36 P/E (TTM): 54.11X Cap: $603.86B
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• Microsoft CDR (CAD Hedged) (MSFT $27.95)
  • $27.95 P/E (TTM): 29.12X Cap: $4.06T
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• Amazon.com CDR (CAD Hedged) (AMZN $24.28)
  • $24.28 P/E (TTM): 37.99X Cap: $3.09T
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• GE Aerospace CDR (CAD Hedged) (GE $44.87)
  • $44.87 P/E (TTM): 42.16X Cap: $486.88B
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• GE Vernova CDR (CAD Hedged) (GEV $59.27)
  • $59.27 P/E (TTM): 46.94X Cap: $305.95B
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Q: Hi Group in what order highest risk first please. (particularly worried tech stocks) and where we go from here??... buy, sell, hold..) plse give me you thought on sectors at most risk going fwd

Upvote 13

Read Answer Asked by Terence on February 25, 2026

• Trinity Capital Inc. (TRIN $14.79)
  • $14.79 P/E (TTM): 6.59X Cap: $1.16B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $63.69)
  • $63.69 P/E (TTM): 30.6X Cap: $107.33B
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Q: Hello,

I would appreciate your views on TRIN for an investor seeking income as part of a diversified portfolio, and recommendations for alternatives to TRIN in the same broad category if you don't think that TRIN is an interesting investment.

Upvote 5

Read Answer Asked by François on February 24, 2026

• BMO Mid-Term US IG Corporate Bond Hedged to CAD Index ETF (ZMU $12.93)
  • $12.93 Cap: $3.64B
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• BMO Short-Term US IG Corporate Bond Hedged to CAD Index ETF (ZSU $13.40)
  • $13.40 Cap: $317M
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Q: For a conservative investor with a 50/50 portfolio (seeking a 4% yield), what percentage of Fixed Income would you place in short and medium term US corporate Bonds? US PCE is stuck at 3%, while Canadian inflation is almost at target. My thesis is this presents a decent opportunity if there is any improvement in American inflation...while Canadian Bonds already have lower inflation priced in. Even if I'm wrong, does it still makes sense to have some US Bonds for diversification? Thanks as always.

Upvote 1

Read Answer Asked by Curtis on February 24, 2026

• SmartCentres Real Estate Investment Trust (SRU.UN $27.77)
  • $27.77 P/E (TTM): 19.99X Cap: $4.99B
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Q: What is your current view on SRU?

Upvote 4

Read Answer Asked by Andre on February 24, 2026

• Emera Incorporated (EMA $70.97)
  • $70.97 P/E (TTM): 18.95X Cap: $21.09B
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Q: Is it a good time to buy Emera?

Upvote 5

Read Answer Asked by Margot on February 24, 2026

Q: Thoughts on the latest sell off to financials and private equity. Now the AI fear is hitting credit card companies and people are saying two machines can transfer funds without needing credit cards. This is getting crazy as it seems no industry is immune to AI. Are we overreacting, or is the world as we know it going to dramatically change, in which case, what kinds of stocks do we need to keep? What sectors should we lighten up on? What sectors do the screaming buys lie?

Upvote 16

Read Answer Asked by Neil on February 24, 2026

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $54.91)
  • $54.91 P/E (TTM): 18.27X Cap: $26.97B
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• Vanguard Total Stock Market ETF (VTI $338.77)
  • $338.77 P/E (TTM): 25.58X Cap: $571.35B
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Q: What is the best ETF or ETF's to add to a family RESP. 8, 7 and 4 years old age.

Thank you.

Upvote 5

Read Answer Asked by Jacquelyn on February 24, 2026

• Bank of Nova Scotia (The) (BNS $103.48)
  • $103.48 P/E (TTM): 25.56X Cap: $129.51B
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Q: Your thoughts please on the quarter?

Thx

Upvote 5

Read Answer Asked by blake on February 24, 2026

• KKR & Co. Inc. (KKR $87.68)
  • $87.68 P/E (TTM): 39.06X Cap: $83.45B
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• Apollo Global Management Inc. (APO $104.60)
  • $104.60 P/E (TTM): 16.58X Cap: $66.15B
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Q: Hello,

These seem like extremely attractive buys at these prices given the negative sentiment.

Thoughts?

Upvote 3

Read Answer Asked by Keith on February 24, 2026

• Thomson Reuters Corporation (TRI $131.33)
  • $131.33 P/E (TTM): 20.99X Cap: $60.72B
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Q: A general question of capitulation on your part. At what point to you question your resolve (tenacity or patience) in holding with a company which, more that likely, has better alternatives amongst your many other alternative positions for either short or long term prospects than TRI (as an example) which has had steady MV losses for 3 years?

Upvote 15

Read Answer Asked by Claus on February 24, 2026

• Robinhood Markets Inc. (HOOD $75.85)
  • $75.85 P/E (TTM): 29.91X Cap: $71.52B
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• ISHARES BITCOIN TR (IBIT $37.19)
  • $37.19 Cap: $51.40B
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• Galaxy Digital Inc. (GLXY $20.59)
  • $20.59 Cap: $8.56B
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Q: What are your thoughts on these stocks?Would you be buying any of these today or do you see more downside before things settle out?

Upvote 8

Read Answer Asked by John on February 24, 2026

• iShares Diversified Monthly Income ETF (XTR $12.15)
  • $12.15 P/E (TTM): 18.6X Cap: $374M
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $44.00)
  • $44.00 P/E (TTM): 16.81X Cap: $1.14B
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• Vanguard Balanced ETF Portfolio (VBAL $38.32)
  • $38.32 P/E (TTM): 6.89X Cap: $4.90B
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Q: Regarding my family RESP I set up for my two kids, it will start to be used next year and they will be in school for six years. I was thinking of moving a portion into CDZ for the next few years because I consider it more stable than keeping it in the single stocks that it's currently in. Do you agree or have a different ETF or a few you could recommend?

Upvote 2

Read Answer Asked by Wes on February 24, 2026

• International Business Machines Corporation (IBM $240.21)
  • $240.21 P/E (TTM): 26.65X Cap: $227.01B
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• WSP Global Inc. (WSP $231.07)
  • $231.07 P/E (TTM): 32.34X Cap: $31.85B
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Q: Hi,
Seems Anthropic is causing quite a few disruptions lately and today their COBOL tool has hit IBM and others. Do you see any reason to wait it out and hold if this could be used as a tax loss in a cash account? I am also concerned about yet another fairly large drop in the price on WSP. Is there any further news regarding it today? Unfortunately I hold that in a RSP account, so am not sure whether to sell or hold, and would welcome your thoughts on this as well. Many thanks for your continued good advice - it is always appreciated!
D

Upvote 4

Read Answer Asked by Dawn on February 24, 2026

• Novo Nordisk A/S (NVO $37.45)
  • $37.45 P/E (TTM): 13.18X Cap: $363.68B
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Q: A very unfortunate investment that I was hoping would turn a little before I dump it. Down 53%……is there any point in waiting for improvement.
Len

Upvote 2

Read Answer Asked by Leonard on February 24, 2026

• Capstone Copper Corp. (CS $14.11)
  • $14.11 P/E (TTM): 25.32X Cap: $10.77B
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Q: I've got a small position in CS and I am currently down 20%. Do you still feel good about this company and would this be an opportunity to average down?
If not, would you recommend a better option?

Thanks

Upvote 4

Read Answer Asked by Rob on February 24, 2026

• Blue Owl Capital Inc. Class A (OWL $10.55)
  • $10.55 P/E (TTM): 104.4X Cap: $17.44B
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Q: Some of the metrics look good, but PE 157 scares me.
On previous occasion, refering to BN, you stated that their high PE is due to a peculiar accounting..
Would you say that's the case here too?
thanks Jerry

Upvote 3

Read Answer Asked by jery on February 24, 2026

• BMO Global Infrastructure Index ETF (ZGI $58.76)
  • $58.76 P/E (TTM): 10.4X Cap: $493M
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• iShares Canadian Growth Index ETF (XCG $71.19)
  • $71.19 P/E (TTM): 29.94X Cap: $164M
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• iShares S&P/TSX Composite High Dividend Index ETF (XEI $35.86)
  • $35.86 P/E (TTM): 14.02X Cap: $3.38B
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• Vanguard S&P 500 Index ETF (VFV $166.62)
  • $166.62 P/E (TTM): 26.01X Cap: $28.53B
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• BMO Growth ETF (ZGRO.T $13.41)
  • $13.41 P/E (TTM): 19.81X Cap: $41M
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Q: I am retired and have a TFSA holding 100% equities with no contribution room. My wife is going to open a new TFSA with 10K initial contribution and $400.00 monthly contribution. I am considering starting with and adding to ZGRO.T ,ZGI, ZIA, XEI, VFV. Your thoughts of this move.
Thanks
Roy

Upvote 7

Read Answer Asked by Roy on February 24, 2026

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.63)
  • $18.63 Cap: $804M
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.59)
  • $28.59 P/E (TTM): 14.62X Cap: $9.80B
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.59)
  • $16.59 P/E (TTM): 20.44X Cap: $1.04B
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• Vanguard Total Bond Market ETF (BND $75.17)
  • $75.17 Cap: $146.86B
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Q: I have no Bond investments and would add to my TFSA and RRSP's. Are there any other that I should consider. Thanks

Upvote 3

Read Answer Asked by David on February 24, 2026

• Lumine Group Inc. (LMN $21.23)
  • $21.23 P/E (TTM): 74.82X Cap: $5.70B
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Q: Hi 5i
I've taken quite a beating on LMN in a registered account - down approximately 60% on the $25K flyer I took on it back when it traded in the $50 range.
I can afford to carry it awaiting a recovery, but I also think if a recovery is not imminent, I would like to take my losses and put what remains of the 25K to work elsewhere - perhaps in CNQ, TVE or WCP where capital appreciation and income are both realistic over the next couple of years.
What do you think - and if the premise is good but you have better ideas that CNQ, TVE or WCP please advise.
Thanks, 5i,
Peter

Upvote 8

Read Answer Asked by Peter on February 24, 2026