Investment Q&A

• Meta Platforms Inc. (META $605.19)
  • $605.19 P/E (TTM): 26.51X Cap: $1.55T
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• Nebius Group N.V. (NBIS $118.22)
  • $118.22 Cap: $28.23B
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Q: Can you comment on the new Nebius / Meta deal please? Is this one of the further contracts that were expected after the Microsoft deal in September? Does it change your outlook for the company? Or is it more of a confirmation. Thanks.

Upvote 5

Read Answer Asked by Martin on March 16, 2026

• Applied Materials Inc. (AMAT $353.29)
  • $353.29 P/E (TTM): 36.08X Cap: $277.34B
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• Lam Research Corporation (LRCX $228.20)
  • $228.20 P/E (TTM): 46.5X Cap: $280.61B
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• NVIDIA Corporation (NVDA $177.72)
  • $177.72 P/E (TTM): 37.13X Cap: $4.38T
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• Rockwell Automation Inc. (ROK $353.01)
  • $353.01 P/E (TTM): 40.89X Cap: $39.89B
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• Tesla Inc. (TSLA $380.74)
  • $380.74 P/E (TTM): 369.69X Cap: $1.47T
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• Advanced Micro Devices Inc. (AMD $199.34)
  • $199.34 P/E (TTM): 74.08X Cap: $325.20B
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• Teradyne Inc. (TER $297.55)
  • $297.55 P/E (TTM): 86.28X Cap: $46.97B
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• ON Semiconductor Corporation (ON $58.58)
  • $58.58 P/E (TTM): 210.28X Cap: $23.82B
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• ASML Holding N.V. (ASML $1,337.31)
  • $1,337.31 P/E (TTM): 62.55X Cap: $522.30B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $332.36)
  • $332.36 P/E (TTM): 49.32X Cap: $1.76T
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Q: Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots.

Who really knows, what's your opinion on that.

If something like that did happen, which companys would you be investing in now?

Or is it early?

Thank you.

Upvote 10

Read Answer Asked by Ross on March 16, 2026

• Booking Holdings Inc. (BKNG $4,266.65)
  • $4,266.65 P/E (TTM): 26.74X Cap: $138.77B
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• Intact Financial Corporation (IFC $248.23)
  • $248.23 P/E (TTM): 13.91X Cap: $45.29B
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• iShares Russell 2000 Value ETF (IWN $184.65)
  • $184.65 P/E (TTM): 14.27X Cap: $12.14B
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Q: Good Day 5i,
Are the following companies/ETF a buy, sell or hold?
Thanks

Upvote 3

Read Answer Asked by Marco on March 16, 2026

Q: What does comms stand for in your market model?
Thanks

Upvote 2

Read Answer Asked by Mary on March 16, 2026

• Canadian National Railway Company (CNR $135.18)
  • $135.18 P/E (TTM): 18.44X Cap: $84.22B
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• Suncor Energy Inc. (SU $87.15)
  • $87.15 P/E (TTM): 17.31X Cap: $101.04B
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• Enbridge Inc. (ENB $73.84)
  • $73.84 P/E (TTM): 28.29X Cap: $159.48B
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• Canadian Natural Resources Limited (CNQ $69.40)
  • $69.40 P/E (TTM): 21.18X Cap: $140.78B
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• Loblaw Companies Limited (L $61.79)
  • $61.79 P/E (TTM): 12.17X Cap: $74.17B
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• Dollarama Inc. (DOL $183.53)
  • $183.53 P/E (TTM): 41.43X Cap: $51.90B
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• Fortis Inc. (FTS $76.95)
  • $76.95 P/E (TTM): 22.87X Cap: $40.09B
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• Cameco Corporation (CCO $145.06)
  • $145.06 P/E (TTM): 126.24X Cap: $65.43B
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• Wheaton Precious Metals Corp. (WPM $163.30)
  • $163.30 P/E (TTM): 62.55X Cap: $80.24B
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• Tourmaline Oil Corp. (TOU $69.50)
  • $69.50 P/E (TTM): 92.78X Cap: $25.97B
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• Kelt Exploration Ltd. (KEL $9.36)
  • $9.36 P/E (TTM): 32.93X Cap: $1.86B
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• Agnico Eagle Mines Limited (AEM $249.20)
  • $249.20 P/E (TTM): 23.79X Cap: $134.65B
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• Alimentation Couche-Tard Inc. (ATD $76.24)
  • $76.24 P/E (TTM): 22.18X Cap: $72.28B
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• Capstone Copper Corp. (CS $9.70)
  • $9.70 P/E (TTM): 19.83X Cap: $7.78B
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• Tamarack Valley Energy Ltd. (TVE $11.17)
  • $11.17 Cap: $5.30B
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• Hydro One Limited (H $58.73)
  • $58.73 P/E (TTM): 27.62X Cap: $35.73B
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• TerraVest Industries Inc. (TVK $137.05)
  • $137.05 Cap: $3.03B
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• Nutrien Ltd. (NTR $104.76)
  • $104.76 P/E (TTM): 36.77X Cap: $51.70B
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Q: In a stagflationary scenario. what sectors and specific stocks within those sectors would make the most sense? Thank-you.

Upvote 21

Read Answer Asked by Alex on March 16, 2026

• Cipher Pharmaceuticals Inc. (CPH $16.55)
  • $16.55 P/E (TTM): 18.49X Cap: $436M
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Q: Clearly the Street was very impressed with CPH's Q4 and YE earnings that were released on Friday (up 17% despite another tough day in the markets). As always, I would appreciate your view.

Upvote 3

Read Answer Asked by karl on March 16, 2026

• Miscellaneous (MISC)
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Q: Can you please provide a brief commentary on how you think AI will evolve in the next 5 years (economy, labor market, possible deflation and change in economic model projected by some). I know its a hot topics that can fill books. I am just wondering about your insights. Thank you!

Upvote 11

Read Answer Asked by Pierre on March 16, 2026

• Athabasca Oil Corporation (ATH $9.77)
  • $9.77 P/E (TTM): 19.24X Cap: $4.53B
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Q: Would 5I be comfortable buying oil stock at the present time.
Thanks in advance
Rick

Upvote 3

Read Answer Asked by Rick on March 16, 2026

Q: What's changed with the portfolios?
This would be helpful.

Upvote 5

Read Answer Asked by Valerie on March 16, 2026

• Amazon.com Inc. (AMZN $206.88)
  • $206.88 P/E (TTM): 30.01X Cap: $2.25T
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Q: Can you please provide commentary on why Amazon is issuing bond specifically for its AI investments considering its liquidity position and size and quality of its balance sheet?

Upvote 5

Read Answer Asked by Pierre on March 16, 2026

• CRH PLC (CRH $100.26)
  • $100.26 P/E (TTM): 21.65X Cap: $69.73B
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Q: What is your opinion of this Materials company and would you consider it best-of-breed in the sector? Thanks...

Upvote 1

Read Answer Asked by Michael on March 16, 2026

• goeasy Ltd. (GSY $35.77)
  • $35.77 P/E (TTM): 2.78X Cap: $611M
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Q: Just a thought, I looked at buying this years ago but didn't because it seemed to be making profits with borrowers who could not afford the loans received. Nothing illegal but not not necessarily ethical.
If a company operates in this market the leadership may at times stretch the ethical and legal limits of governance.

Upvote 3

Read Answer Asked by Peter on March 16, 2026

• Enghouse Systems Limited (ENGH $15.95)
  • $15.95 P/E (TTM): 11.81X Cap: $852M
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Q: Did ENGH have anything positive to report in their recent earnings report. Thanks … Cal

Upvote 3

Read Answer Asked by cal on March 16, 2026

• Kraken Robotics Inc. (PNG $9.16)
  • $9.16 P/E (TTM): 167.5X Cap: $2.94B
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• Tantalus Systems Holding Inc. (GRID $4.40)
  • $4.40 Cap: $229M
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Q: I’m of the opinion that the current trouble in the Middle East will spur sales of EV’s. Do you agree? If so are there any small caps that might benefit?
You note PNG may be able to defuse mines in the Straight of Horuz. Do they manufacture a “mine sweeper” or is it more of an intention?
Any comments you have would be appreciated.
Jim

Upvote 3

Read Answer Asked by James on March 16, 2026

• goeasy Ltd. (GSY $35.77)
  • $35.77 P/E (TTM): 2.78X Cap: $611M
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Q: Hi!
Warts and all, please suggest a share price for goeasy that is compelling....2-3 year hold.
Cheers,
David

Upvote 2

Read Answer Asked by D on March 16, 2026

• Baytex Energy Corp. (BTE $5.78)
  • $5.78 Cap: $4.33B
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• Kelt Exploration Ltd. (KEL $9.36)
  • $9.36 P/E (TTM): 32.93X Cap: $1.86B
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• Surge Energy Inc. (SGY $8.95)
  • $8.95 P/E (TTM): 22.28X Cap: $867M
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Q: Hello 5i,
In light of current status with oil and gas markets and what now most likely will be prolonged high prices, could you suggest two or three junior or mid cap O&G producers that might currently have greater upside opportunity than the larger producers.
Thank you so much for so many years of very sage advise.
Ralph

Upvote 4

Read Answer Asked by ralph on March 16, 2026

• goeasy Ltd. (GSY $35.77)
  • $35.77 P/E (TTM): 2.78X Cap: $611M
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Q: This is not a question, have watched what has happened with GSY over last few days and very sad to see it, I owned it since March of 2020 and was very happy with it performance, sold about half a couple years ago at over $150, was a little worried with what was happening in early to mid-Jan., this year so sold remainder Jan 20th, so happy I didn't get caught up in this situation, fell sorry for all the retail investors that have now been.

Upvote 5

Read Answer Asked by Don on March 16, 2026

• Methanex Corporation (MX $77.67)
  • $77.67 P/E (TTM): 17.47X Cap: $5.61B
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Q: What is driving the recent strength in MX share price? Do you see this momentum continuing and how far do you think it can realistically continue? What would end the upward trajectory? At what point would you consider it fully valued and would you exit your position?

Thanks for the great service.

Scott

Upvote 3

Read Answer Asked by Scott on March 16, 2026

• Intuitive Surgical Inc. (ISRG $477.79)
  • $477.79 P/E (TTM): 61.34X Cap: $169.65B
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• Stryker Corporation (SYK $340.78)
  • $340.78 P/E (TTM): 41.46X Cap: $132.33B
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Q: is there enough difference between SYK and ISRG so both companies can be held ?does the cyber attack on SYK present an opportunity to buy shares? if so what entry price do you suggest? thanks Richard

Upvote 4

Read Answer Asked by richard on March 16, 2026

• Bristol-Myers Squibb Company (BMY $58.50)
  • $58.50 P/E (TTM): 17.26X Cap: $120.90B
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• Kimberly-Clark Corporation (KMB $97.95)
  • $97.95 P/E (TTM): 16.55X Cap: $32.76B
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• Merck & Company Inc. (MRK $113.83)
  • $113.83 P/E (TTM): 15.92X Cap: $283.08B
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• Pfizer Inc. (PFE $27.33)
  • $27.33 P/E (TTM): 20.18X Cap: $155.40B
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• Procter & Gamble Company (The) (PG $145.32)
  • $145.32 P/E (TTM): 22.44X Cap: $340.95B
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• Philip Morris International Inc (PM $162.64)
  • $162.64 P/E (TTM): 23.81X Cap: $256.33B
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• Williams Companies Inc. (The) (WMB $74.52)
  • $74.52 P/E (TTM): 34.43X Cap: $88.92B
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• Rio Tinto Plc (RIO $84.30)
  • $84.30 P/E (TTM): 14.77X Cap: $110.17B
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• VICI Properties Inc. (VICI $27.81)
  • $27.81 P/E (TTM): 10.97X Cap: $30.03B
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• Nestle SA ADR (NSRGY $96.45)
  • $96.45 P/E (TTM): 1.82X Cap: $255.78B
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• Amcor plc (AMCR $38.28)
  • $38.28 P/E (TTM): 26.64X Cap: $18.41B
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• JPMorgan Equity Premium Income ETF (JEPI $56.35)
  • $56.35 P/E (TTM): 25.63X Cap: $43.16B
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• Verizon CDR (CAD Hedged) (VZ $21.02)
  • $21.02 P/E (TTM): 12.44X Cap: $294.79B
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Q: Hi . Looking for your favourite US/International dividend payers is USD. Can you make 5 or 6 suggestions?

Upvote 3

Read Answer Asked by Rachel on March 16, 2026