Investment Q&A

• Newmont Corporation (NEM $125.80)
  • $125.80 P/E (TTM): 19.38X Cap: $128.89B
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• Franco-Nevada Corporation (FNV $343.87)
  • $343.87 P/E (TTM): 52.64X Cap: $62.86B
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• Lundin Mining Corporation (LUN $34.80)
  • $34.80 Cap: $30.15B
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• Barrick Mining Corporation (ABX $65.32)
  • $65.32 P/E (TTM): 15.89X Cap: $109.43B
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• Agnico Eagle Mines Limited (AEM $295.07)
  • $295.07 P/E (TTM): 36.26X Cap: $148.33B
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• Kinross Gold Corporation (K $46.87)
  • $46.87 P/E (TTM): 23.46X Cap: $56.57B
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• iShares Gold Bullion ETF (CGL $38.70)
  • $38.70 Cap: $2.73B
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• G Mining Ventures Corp. (GMIN $49.32)
  • $49.32 P/E (TTM): 32.04X Cap: $10.11B
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• State Street SPDR S&P Metals & Mining ETF (XME $117.83)
  • $117.83 P/E (TTM): 18.0X Cap: $4.42B
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Q: Would appreciate your advice on ranking our material sector holdings with the goal of consolidating those with the highest conviction. Would you suggest others in this sector that could be added - such as NTR.

Upvote 3

Read Answer Asked by sam on February 12, 2026

• Waste Connections Inc. (WCN $218.26)
  • $218.26 P/E (TTM): 69.78X Cap: $55.28B
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Q: WCN is under pressure. Please comment on recent earnings and possible reasons for the downtrend. Thanks.

Upvote 3

Read Answer Asked by Greg on February 12, 2026

• Canadian Natural Resources Limited (CNQ $55.39)
  • $55.39 P/E (TTM): 17.4X Cap: $113.38B
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• Peyto Exploration & Development Corp. (PEY $26.05)
  • $26.05 P/E (TTM): 14.13X Cap: $5.22B
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• Logan Energy Corp. (LGN $0.76)
  • $0.76 P/E (TTM): 19.5X Cap: $458M
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Q: Hi there, can this price action for CNQ continue to be supported here?
Why the strong march upward today, Wednesday?

Why the sudden increase in these shares in 2026?

On the flip side, why is LGN so muted here and not participating at all?
Is it tightly held and controlled?

Can PEY continue its upward march here too and why?

Thanks!

Upvote 1

Read Answer Asked by Hussein on February 12, 2026

• Manulife Financial Corporation (MFC $50.07)
  • $50.07 P/E (TTM): 16.16X Cap: $82.05B
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Q: Hi 5i Team,
Pls comment on Manulife earning.
Thanks.

Upvote 1

Read Answer Asked by Pui on February 12, 2026

• Nebius Group N.V. (NBIS $98.01)
  • $98.01 Cap: $21.36B
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Q: Do you still like NBIS and is it a buy today?

Upvote 1

Read Answer Asked by John on February 12, 2026

Q: Peter; Did someone put “ sell everything” in everyone’s coffee thus AM? Rod

Upvote 17

Read Answer Asked by Rodney on February 12, 2026

• WSP Global Inc. (WSP $221.20)
  • $221.20 P/E (TTM): 37.88X Cap: $28.89B
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Q: What is happening with WSP today?

Upvote 7

Read Answer Asked by John on February 12, 2026

• TFI International Inc. (TFII $163.62)
  • $163.62 P/E (TTM): 31.92X Cap: $12.92B
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Q: Why has TFII taken it on the chin today?

Sheldon

Upvote 3

Read Answer Asked by Sheldon on February 12, 2026

• Paychex Inc. (PAYX $94.38)
  • $94.38 P/E (TTM): 21.46X Cap: $33.19B
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Q: What are your thoughts on Paychex after the huge drop in the last 8 months. Is it a buy at this price?

Upvote 1

Read Answer Asked by Sandy on February 12, 2026

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $210.89)
  • $210.89 P/E (TTM): 30.92X Cap: $2.39B
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Q: Bought at $135.Is it timely to take profit? Buy,Hold or Sell? Txs for u usual great services & views.Just renew some 10 yr membership

Upvote 8

Read Answer Asked by Peter on February 12, 2026

• Keyera Corp. (KEY $51.85)
  • $51.85 P/E (TTM): 36.9X Cap: $11.70B
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Q: Hello, can you comment on their latest earnings? Thanks

Upvote 1

Read Answer Asked by jean on February 12, 2026

• Tantalus Systems Holding Inc. (GRID $5.34)
  • $5.34 Cap: $274M
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• Electrovaya Inc. (ELVA $10.51)
  • $10.51 P/E (TTM): 129.16X Cap: $499M
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Q: Which would you prefer for total return for a 2 to 3 year hold and why? Thanx.

Upvote 8

Read Answer Asked by Steve on February 12, 2026

• Fortis Inc. (FTS $77.42)
  • $77.42 P/E (TTM): 21.2X Cap: $38.57B
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• Tantalus Systems Holding Inc. (GRID $5.34)
  • $5.34 Cap: $274M
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• Propel Holdings Inc. (PRL $25.02)
  • $25.02 P/E (TTM): 11.36X Cap: $976M
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Q: Hi there. I'm looking at selling my position in Propel and adding to GRID and FORTIS. I am seeing some cracks in the economy and think these other two companies may benefit more in terms of share price appreciation going forward. Does this make sense?

Upvote 5

Read Answer Asked by Kevin on February 12, 2026

• Sun Life Financial Inc. (SLF $93.94)
  • $93.94 P/E (TTM): 22.02X Cap: $52.19B
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• Intact Financial Corporation (IFC $263.18)
  • $263.18 P/E (TTM): 21.13X Cap: $46.23B
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Q: SLF & IFC: I have held both forever and by far - not even close, IFC has out performed SLF in terms of capital appreciation and dividend growth. Yes, the yield is less with IFC at $1.33 per Q vs SLF at $0.92 per Q with a yield of 4.21 vs 2 for IFC; but, I will take both dividend growth as share price appreciation any day. I know, not a question; but, when you report yield comparisons about companies should you not include the whole picture? I bought IFC at $44 and SLF at $30 for example.

Upvote 5

Read Answer Asked by James on February 12, 2026

• HealWELL AI Inc. Class A Subordinate Voting Shares (AIDX $0.67)
  • $0.67 Cap: $210M
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Q: This company has the magic letters AI, but it is going in the wrong direction. What is your view on this. What is holding them back ?

Thank You for your good service.

Upvote 1

Read Answer Asked by Clarence on February 12, 2026

• Constellation Software Inc. (CSU $2,356.67)
  • $2,356.67 P/E (TTM): 53.17X Cap: $48.75B
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• Descartes Systems Group Inc. (The) (DSG $89.57)
  • $89.57 P/E (TTM): 37.97X Cap: $7.57B
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• Thomson Reuters Corporation (TRI $118.45)
  • $118.45 P/E (TTM): 22.34X Cap: $52.69B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.88)
  • $153.88 P/E (TTM): 86.04X Cap: $200.67B
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• Vitalhub Corp. (VHI $7.99)
  • $7.99 P/E (TTM): 152.35X Cap: $494M
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• Topicus.com Inc. (TOI $85.28)
  • $85.28 P/E (TTM): 754.5X Cap: $7.20B
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• Lumine Group Inc. (LMN $18.30)
  • $18.30 P/E (TTM): 74.03X Cap: $4.73B
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Q: A number of your past favourites are getting crushed in the market. Based on fundamentals do you see red flags with any of these companies or do you feel it’s an overreaction by the market? Do you consider these companies Buy/Hold/Sell?

Thank You
Tim

Upvote 29

Read Answer Asked by Timothy on February 12, 2026

• TELUS Corporation (T $18.35)
  • $18.35 P/E (TTM): 25.1X Cap: $29.35B
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Q: Could I have your current opinion on telus after todays results and news. Buy sell or hold ?

Upvote 3

Read Answer Asked by Brian on February 12, 2026

• AbbVie Inc. (ABBV $231.50)
  • $231.50 P/E (TTM): 168.62X Cap: $402.08B
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• Restaurant Brands International Inc. (QSR $66.14)
  • $66.14 P/E (TTM): 25.25X Cap: $30.17B
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• Brookfield Infrastructure Corporation (BIPC $49.56)
  • $49.56 Cap: $6.63B
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• Emera Incorporated (EMA $51.47)
  • $51.47 P/E (TTM): 17.98X Cap: $15.16B
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Q: To receive US funds I have 23 shares of ABBV, 78 shares BIPC, 62 shares EMA and 74 haes of QSR in a US TFSA account with TD Webroker in Canada.
1. Since the witholding tax is not recoverable should I switch these holdings to a non-registered US account?
2. Though I like the US funds received as dividends, would it be more efficient to switch these to Canadian holdings for the tax credit and hold them in a non-registered Canadian account? please use as many credits as required.

Upvote 2

Read Answer Asked by STANLEY on February 12, 2026

Q: Brookfield Corporation just released earnings. Your thoughts on the results. Also, does anyone in the investment business write a clearer and better Letter to Shareholders than Mr Flatt?
Thanks
Robert

Upvote 19

Read Answer Asked by Robert on February 12, 2026

• Dollarama Inc. (DOL $190.12)
  • $190.12 P/E (TTM): 40.1X Cap: $51.68B
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Q: Hello,

What's your view on it right now as a new position (I've never held this stock in my portfolio before) ?

Thanks

Upvote 6

Read Answer Asked by Charles on February 12, 2026