Investment Q&A

Q: I realize that CAD/USD exchange rate is historically very hard to predict, but most pundits are calling for US dollar weakness in 2026. About 60% of my portfolio is in US dollar denominated assets. Should I reduce that exposure?

Upvote 8

Read Answer Asked by ROB on January 05, 2026

• Canadian Natural Resources Limited (CNQ $55.17)
  • $55.17 P/E (TTM): 16.76X Cap: $110.46B
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• Whitecap Resources Inc. (WCP $13.24)
  • $13.24 P/E (TTM): 10.98X Cap: $16.07B
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Q: Worried about U.S. seizure of Venezuelan oil.
What price would Wti have to decline before Cnq & Wcp reduce their dividends?

Upvote 6

Read Answer Asked by Terry on January 05, 2026

• Costco Wholesale Corporation (COST $978.14)
  • $978.14 P/E (TTM): 71.87X Cap: $431.09B
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• JD.com Inc. (JD $28.27)
  • $28.27 P/E (TTM): 7.28X Cap: $41.20B
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• Uber Technologies Inc. (UBER $71.01)
  • $71.01 P/E (TTM): 9.5X Cap: $147.54B
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Q: hi,
I am down ( with percentage in brackets) on the following US equities:
COST(9), JD(29), UBER(11).
which stocks if any would you buy at current levels and please rank best to worst.
cheers, Chris

Upvote 3

Read Answer Asked by chris on January 05, 2026

• Amazon.com Inc. (AMZN $204.08)
  • $204.08 P/E (TTM): 29.11X Cap: $2.22T
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• Broadcom Inc. (AVGO $342.76)
  • $342.76 P/E (TTM): 72.41X Cap: $1.62T
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• Alphabet Inc. (GOOG $311.33)
  • $311.33 P/E (TTM): 30.01X Cap: $3.85T
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• Micron Technology Inc. (MU $410.34)
  • $410.34 P/E (TTM): 36.45X Cap: $420.09B
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• NVIDIA Corporation (NVDA $190.05)
  • $190.05 P/E (TTM): 47.16X Cap: $4.58T
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• QUALCOMM Incorporated (QCOM $141.04)
  • $141.04 P/E (TTM): 28.01X Cap: $150.48B
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• Salesforce Inc. (CRM $185.00)
  • $185.00 P/E (TTM): 25.91X Cap: $173.34B
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• Uber Technologies Inc. (UBER $71.01)
  • $71.01 P/E (TTM): 9.5X Cap: $147.54B
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• RTX Corporation (RTX $196.51)
  • $196.51 P/E (TTM): 40.29X Cap: $263.77B
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Q: I'm looking to start experimenting in 2026 with selling covered calls and cash secured puts (using a smaller % of my overall portfolio). Does 5i have any favourite tickers for this type of activity?

Thanks!

Upvote 6

Read Answer Asked by dan on January 05, 2026

• iShares S&P/TSX Global Gold Index ETF (XGD $62.59)
  • $62.59 P/E (TTM): 8.01X Cap: $4.88B
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Q: Morning
XGD has done well in 2025
Please comment on possible return for 2026
Thank you

Upvote 3

Read Answer Asked by Michael on January 05, 2026

Q: Happy New Year!

What would be your top 3 stocks from each of your Growth, Balanced, and Income portfolios if one was starting out now?

Upvote 23

Read Answer Asked by Stephen on January 05, 2026

• Northrop Grumman Corporation (NOC $678.83)
  • $678.83 P/E (TTM): 24.0X Cap: $96.34B
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• AeroVironment Inc. (AVAV $243.42)
  • $243.42 Cap: $13.14B
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• Kratos Defense & Security Solutions Inc. (KTOS $87.78)
  • $87.78 P/E (TTM): 760.08X Cap: $15.78B
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• L3Harris Technologies Inc. (LHX $340.29)
  • $340.29 P/E (TTM): 37.66X Cap: $64.54B
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• RTX Corporation (RTX $196.51)
  • $196.51 P/E (TTM): 40.29X Cap: $263.77B
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Q: Hi Peter
As the volatility increases in our world what are your top Us defence companies you would invest at this time .

Upvote 6

Read Answer Asked by Candi on January 05, 2026

• AT&T Inc. (T $28.47)
  • $28.47 P/E (TTM): 8.8X Cap: $199.30B
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Q: Considering the next 3 years: BUY? SELL? or HOLD?

Upvote 2

Read Answer Asked by Ray on January 05, 2026

• Chevron Corporation (CVX $185.82)
  • $185.82 P/E (TTM): 25.68X Cap: $374.15B
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• Exxon Mobil Corporation (XOM $155.56)
  • $155.56 P/E (TTM): 21.98X Cap: $656.02B
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• Canadian Natural Resources Limited (CNQ $55.17)
  • $55.17 P/E (TTM): 16.76X Cap: $110.46B
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• Suncor Energy Inc. (SU $55.94)
  • $55.94 P/E (TTM): 17.32X Cap: $64.96B
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Q: What impact do you think there will be to Canadian oil companies when the US starts to control Venezuelan oil and what timeline. What companies would benefit?

Upvote 11

Read Answer Asked by George on January 05, 2026

• Toronto-Dominion Bank (The) (TD $132.07)
  • $132.07 P/E (TTM): 11.38X Cap: $225.47B
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Q: What is your favourite Canadian big bank in 2026?

Upvote 7

Read Answer Asked by Eric on January 05, 2026

• Costco Wholesale Corporation (COST $978.14)
  • $978.14 P/E (TTM): 71.87X Cap: $431.09B
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• Canadian National Railway Company (CNR $144.20)
  • $144.20 P/E (TTM): 19.01X Cap: $88.16B
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• Constellation Software Inc. (CSU $2,324.32)
  • $2,324.32 P/E (TTM): 56.5X Cap: $51.70B
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• TMX Group Limited (X $45.78)
  • $45.78 P/E (TTM): 28.28X Cap: $12.73B
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• Alimentation Couche-Tard Inc. (ATD $82.51)
  • $82.51 P/E (TTM): 20.77X Cap: $76.38B
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• MercadoLibre Inc. (MELI $2,018.18)
  • $2,018.18 P/E (TTM): 49.68X Cap: $102.31B
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• ASML Holding N.V. (ASML $1,435.63)
  • $1,435.63 P/E (TTM): 63.92X Cap: $564.60B
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• Watsco Inc. (WSO $427.58)
  • $427.58 P/E (TTM): 32.3X Cap: $17.34B
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.31)
  • $63.31 P/E (TTM): 93.01X Cap: $142.15B
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Q: Out of the following 10 stocks - what would be your top 5 right now for future growth.

ASML, COST, MELI, MKL, WSO, ATD, BN, CNR, CSU, X

Upvote 19

Read Answer Asked by Stephen on January 05, 2026

• Pan American Silver Corp. (PAAS $81.31)
  • $81.31 P/E (TTM): 33.24X Cap: $34.31B
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• Discovery Silver Corp. (DSV $11.04)
  • $11.04 Cap: $8.13B
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• First Majestic Silver Corp. (AG $32.34)
  • $32.34 Cap: $15.88B
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Q: We are looking to find a medium to large cap company in the silver sector. What would be your recommendation?

Upvote 6

Read Answer Asked by Joanne on January 05, 2026

• Alphabet Inc. (GOOG $311.33)
  • $311.33 P/E (TTM): 30.01X Cap: $3.85T
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• Intel Corporation (INTC $48.29)
  • $48.29 Cap: $235.41B
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• NVIDIA Corporation (NVDA $190.05)
  • $190.05 P/E (TTM): 47.16X Cap: $4.58T
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• Texas Instruments Incorporated (TXN $226.56)
  • $226.56 P/E (TTM): 40.07X Cap: $205.61B
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• Amkor Technology Inc. (AMKR $56.17)
  • $56.17 P/E (TTM): 42.02X Cap: $13.88B
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Q: I want to examine a severe geopolitical scenario and identify potential economic beneficiaries. If heightened geopolitical tensions—say, related to Venezuela—were perceived as creating conditions where China might move against Taiwan, this could disrupt the semiconductor supply chain, particularly affecting TSMC's advanced chip production. I'm anticipating major impacts: NVIDIA's valuation would likely plummet, AI development would face significant setbacks, and chip manufacturing might shift toward Samsung or Intel. AI data center construction and operations would be severely disrupted, hurting related infrastructure companies. In such a scenario, are there any sectors or companies that might actually benefit?"

Upvote 7

Read Answer Asked by Neil on January 05, 2026

• FirstService Corporation (FSV $213.50)
  • $213.50 P/E (TTM): 53.02X Cap: $9.75B
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• Alphabet CDR (CAD Hedged) (GOOG $50.34)
  • $50.34 P/E (TTM): 40.35X Cap: $5.22T
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Q: Which stock FSV or GOOG will have more growth going forward? I understand they are in different sectors.

Thanks for your service!

Upvote 5

Read Answer Asked by Ozzie on January 05, 2026

• Snowflake Inc. (SNOW $178.83)
  • $178.83 Cap: $61.19B
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• Rocket Lab Corporation (RKLB $69.62)
  • $69.62 Cap: $37.18B
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Q: Both SpaceX and Databricks have hinted at IPO’s in 2026. I own competitors Rocket Lab (RKLB) and Snowflake (SNOW) respectively. How concerned should I be, that investors will flee RKLB and SNOW and buy the IPO’s? Would you continue to hold RKLB and SNOW? Thank you.

Upvote 2

Read Answer Asked by Kim on January 05, 2026

• Walmart Inc. (WMT $128.77)
  • $128.77 Cap: $1.02T
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• Alimentation Couche-Tard Inc. (ATD $82.51)
  • $82.51 P/E (TTM): 20.77X Cap: $76.38B
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Q: Wondering about selling Walmart and replacing it with Atd.. have held Walmart for short time but have more interest in a Canadian company now.
Thanks, Lesley

Upvote 6

Read Answer Asked by Lesley on January 05, 2026

• Suncor Energy Inc. (SU $75.89)
  • $75.89 P/E (TTM): 17.32X Cap: $88.05B
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• Enbridge Inc. (ENB $69.95)
  • $69.95 P/E (TTM): 26.24X Cap: $152.58B
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• Canadian Natural Resources Limited (CNQ $55.17)
  • $55.17 P/E (TTM): 16.76X Cap: $110.46B
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• Pembina Pipeline Corporation (PPL $59.37)
  • $59.37 P/E (TTM): 20.48X Cap: $33.99B
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• Tamarack Valley Energy Ltd. (TVE $9.83)
  • $9.83 Cap: $475M
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Q: Hello Peter,
Your opinion please.

With US going to 'run' Venezuelan heavy oil, what is the market reaction and impact to WCS, the producers and the pipelines that move Alberta oil to the USA? Is it time to go underweight on the energy sector for this year?
Regards
Rajiv

Upvote 6

Read Answer Asked by Rajiv on January 05, 2026

• First Atlantic Nickel Corp. (FAN $0.22)
  • $0.22 Cap: $22M
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Q: Would this be a good time to take a position in FAN? Thanks for the great service and Happy new year to all.

Upvote 2

Read Answer Asked by Guy R. on January 05, 2026

• iShares MSCI India ETF (INDA $53.53)
  • $53.53 P/E (TTM): 44.02X Cap: $9.44B
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• iShares S&P India Nifty 50 Index Fund (INDY $48.44)
  • $48.44 P/E (TTM): 19.17X Cap: $645M
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• Franklin FTSE India ETF (FLIN $38.20)
  • $38.20 P/E (TTM): 34.88X Cap: $2.91B
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Q: Happy New Year all!

I would appreciate your recommended top 3 ETF’s for investing in the Indian economy. Consider moderate or low risk only, focusing on best expected performance over the next 5 years.

Thanks as always,

Dave

Upvote 2

Read Answer Asked by Dave on January 05, 2026

• Royal Bank of Canada (RY $234.71)
  • $234.71 P/E (TTM): 16.39X Cap: $328.64B
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• Toronto-Dominion Bank (The) (TD $132.07)
  • $132.07 P/E (TTM): 11.38X Cap: $225.47B
  • View TD Profile
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• Bank of Nova Scotia (The) (BNS $104.76)
  • $104.76 P/E (TTM): 25.87X Cap: $130.06B
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Q: I am a buy-and-hold total return value investor. I have a concentrated portfolio of eleven stocks. I don't worry about asset diversification. I hold FFH and BN in the financial space right now, but I'm considering selling BN and replacing it with a Canadian bank (not an ETF). What do you think of that plan? Which Canadian bank would you think would best fit my strategy? Could you please list three banks, in order of preference?

Thanks.

Upvote 15

Read Answer Asked by Jack on January 02, 2026