Investment Q&A

• Canadian Pacific Kansas City Limited (CP $113.84)
  • $113.84 P/E (TTM): 24.48X Cap: $102.51B
  • View CP Profile
  • View Questions on CP
• TFI International Inc. (TFII $157.10)
  • $157.10 P/E (TTM): 31.47X Cap: $14.03B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Magna International Inc. (MG $78.63)
  • $78.63 P/E (TTM): 14.97X Cap: $22.08B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: Can you provide a list of your top 3 down trodden stocks that have faced more macro-related challenges, but still quality companies. I’m looking for companies oversold with a 2 year investment timeline.

Upvote 8

Read Answer Asked by Matt on January 02, 2026

• Talon Metals Corp. (TLO $6.88)
  • $6.88 Cap: $1.06B
  • View TLO Profile
  • View Questions on TLO

Q: Please give your assessment of the impact of the recent Lundin Mining acquisition. The markets seem to be reacting postively, but what is your take on the new CEO and the company framing itself as a "multi-asset" nickel-copper company? Has the company finally transitioned from exploration to production?

Upvote 3

Read Answer Asked by Thomas on January 02, 2026

• Sprott Physical Uranium Trust (U.UN $27.94)
  • $27.94 P/E (TTM): 2.53X Cap: $6.65B
  • View U.UN Profile
  • View Questions on U.UN

Q: I've seen conflicting MER numbers depending where I look. From 0% to .71%. Can you tell me what the correct MER costs are for U,UN?

Thanks,

Mike

Upvote 3

Read Answer Asked by Michael on January 02, 2026

• iShares Convertible Bond Index ETF (CVD $18.26)
  • $18.26 P/E (TTM): 35.29X Cap: $116M
  • View CVD Profile
  • View Questions on CVD

Q: Any reason for the drop in price of this ETF over the past few days? It normally doesn’t bounce around too much.

Upvote 3

Read Answer Asked by Dan on January 02, 2026

• Northern Graphite Corporation (NGC $0.24)
  • $0.24 Cap: $36M
  • View NGC Profile
  • View Questions on NGC
• Nouveau Monde Graphite Inc. (NOU $3.01)
  • $3.01 Cap: $481M
  • View NOU Profile
  • View Questions on NOU
• Black Swan Graphene Inc. (SWAN $1.04)
  • $1.04 Cap: $56M
  • View SWAN Profile
  • View Questions on SWAN

Q: May I please have your top three or four graphite producers that are relatively safe?
With appreciation,
Ed

Upvote 1

Read Answer Asked by Ed on January 02, 2026

• NVIDIA Corporation (NVDA $186.94)
  • $186.94 P/E (TTM): 46.78X Cap: $4.58T
  • View NVDA Profile
  • View Questions on NVDA

Q: What is your best and worst investing decision you have ever made and at what point in your career did this happen?

Can you name your top 5 stocks in order preferably for 2026? Long term hold

I’d also like to thank you for your incredible service. Your knowledge and experience provides this much needed calmness during moments of uncertainty. I will continue spreading the word on how amazing your service and team is.

Happy Holidays to all of your! Cheers

Upvote 39

Read Answer Asked by Nick on January 02, 2026

• Alphabet Inc. (GOOG $309.37)
  • $309.37 P/E (TTM): 29.48X Cap: $3.76T
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG $478.60)
  • $478.60 P/E (TTM): 62.92X Cap: $176.18B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $186.94)
  • $186.94 P/E (TTM): 46.78X Cap: $4.58T
  • View NVDA Profile
  • View Questions on NVDA
• Axon Enterprise Inc. (AXON $435.81)
  • $435.81 P/E (TTM): 141.0X Cap: $34.48B
  • View AXON Profile
  • View Questions on AXON
• EnerSys (ENS $181.16)
  • $181.16 P/E (TTM): 21.52X Cap: $6.51B
  • View ENS Profile
  • View Questions on ENS
• RTX Corporation (RTX $201.14)
  • $201.14 P/E (TTM): 39.35X Cap: $263.77B
  • View RTX Profile
  • View Questions on RTX
• Nebius Group N.V. (NBIS $89.73)
  • $89.73 Cap: $21.09B
  • View NBIS Profile
  • View Questions on NBIS

Q: I would be interested to know what your suggestions are on US growth stocks for long term hold in a RRSP account (sectors not important).

Thank you.

Upvote 21

Read Answer Asked by Ernest on January 02, 2026

• Kraken Robotics Inc. (PNG $7.22)
  • $7.22 P/E (TTM): 135.67X Cap: $2.43B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Galaxy Digital Inc. Class A common stock (GLXY $27.41)
  • $27.41 Cap: $10.80B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Tantalus Systems Holding Inc. (GRID $5.10)
  • $5.10 Cap: $284M
  • View GRID Profile
  • View Questions on GRID
• Nebius Group N.V. (NBIS $89.73)
  • $89.73 Cap: $21.09B
  • View NBIS Profile
  • View Questions on NBIS

Q: what is the forward P/E for each company which offers the best growth opportunity over the next 2 years and which has the greatest risk over the next 2 years please rate in order thanks Richard

Upvote 10

Read Answer Asked by richard on January 02, 2026

• State Street Financial Select Sector SPDR ETF (XLF $51.68)
  • $51.68 P/E (TTM): 16.77X Cap: $53.42B
  • View XLF Profile
  • View Questions on XLF
• iShares S&P U.S. Financials Index ETF (XUSF $75.68)
  • $75.68 P/E (TTM): 16.61X Cap: $53M
  • View XUSF Profile
  • View Questions on XUSF
• BMO SPDR Financials Select Sector Index ETF (ZXLF $29.16)
  • $29.16 P/E (TTM): 16.77X Cap: $9M
  • View ZXLF Profile
  • View Questions on ZXLF

Q: Do XUSF and ZXLF track the same index in the U.S. ? If a Canadian listed ETF is just owns the US ETF (which actually owns shares), is there a double MER being charged ?

Upvote 2

Read Answer Asked by Thomas on January 02, 2026

• Graphite One Inc. (GPH $1.61)
  • $1.61 Cap: $284M
  • View GPH Profile
  • View Questions on GPH
• Celestica Inc. (CLS $373.62)
  • $373.62 P/E (TTM): 48.15X Cap: $46.22B
  • View CLS Profile
  • View Questions on CLS
• TerraVest Industries Inc. (TVK $134.78)
  • $134.78 Cap: $3.08B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Aritzia Inc. Subordinate Voting Shares (ATZ $114.63)
  • $114.63 Cap: $13.40B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Kraken Robotics Inc. (PNG $7.22)
  • $7.22 P/E (TTM): 135.67X Cap: $2.43B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Vitality Products Inc. (VPI $0.03)
  • $0.03 Cap: $1M
  • View VPI Profile
  • View Questions on VPI
• Happy Belly Food Group Inc. (HBFG $1.75)
  • $1.75 Cap: $223M
  • View HBFG Profile
  • View Questions on HBFG
• Groupe Dynamite Inc. Subordinate voting shares (GRGD $76.93)
  • $76.93 P/E (TTM): 49.28X Cap: $8.28B
  • View GRGD Profile
  • View Questions on GRGD
• Broadcom CDR (CAD Hedged) (AVGO)
  • P/E (TTM): 72.1X
  • View AVGO Profile
  • View Questions on AVGO
• Palantir CDR (CAD Hedged) (PLTR $9.89)
  • $9.89 P/E (TTM): 734.26X Cap: $439.04B
  • View PLTR Profile
  • View Questions on PLTR

Q: I have small amounts of these growth stocks balanced by dividend payers, and broad market etfs. If you were to reduce this list by streamlining it, which stocks would you eliminate and why?

Upvote 4

Read Answer Asked by Graeme on January 02, 2026

• CACI International Inc. Class A (CACI $561.39)
  • $561.39 P/E (TTM): 26.82X Cap: $13.66B
  • View CACI Profile
  • View Questions on CACI

Q: what is your view of this company? what is the forward P/E v the P/E for each of the 3 preceding years thanks Richard

Upvote 1

Read Answer Asked by richard on January 02, 2026

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Undervalued sectors, I think the CAD banks are on the high side now, thinking of rebalancing with the gains I had, but looking into what sectors are now undervalued. Any suggestions.

Upvote 8

Read Answer Asked by Tim on January 02, 2026

• Willdan Group Inc. (WLDN $112.50)
  • $112.50 P/E (TTM): 41.22X Cap: $1.68B
  • View WLDN Profile
  • View Questions on WLDN

Q: Hello 5I,

I stumbled across an interesting U.S. small cap in energy supporting Data Centres (the AI play) as well ancillary sectors and I wanted to get your thoughts on it - WLDN.

Merry Christmas and a Happy New Year to the 5i team for helping out all the DIY investors.

Cheers and all the best!

Peter

Upvote 3

Read Answer Asked by Peter on January 02, 2026

• Canadian Natural Resources Limited (CNQ $54.43)
  • $54.43 P/E (TTM): 16.73X Cap: $114.92B
  • View CNQ Profile
  • View Questions on CNQ
• Fortis Inc. (FTS $76.32)
  • $76.32 P/E (TTM): 21.19X Cap: $37.39B
  • View FTS Profile
  • View Questions on FTS
• ONEX Corporation Subordinate Voting Shares (ONEX $104.47)
  • $104.47 P/E (TTM): 12.55X Cap: $7.36B
  • View ONEX Profile
  • View Questions on ONEX
• TFI International Inc. (TFII $157.10)
  • $157.10 P/E (TTM): 31.47X Cap: $14.03B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• goeasy Ltd. (GSY $121.54)
  • $121.54 P/E (TTM): 9.34X Cap: $1.94B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Brookfield Corporation Class A Limited Voting Shares (BN $64.81)
  • $64.81 P/E (TTM): 93.01X Cap: $142.15B
  • View BN Profile
  • View Questions on BN

Q: I would like to contribute an existing holding from my non-registered account into my TFSA in early 2026, but am unsure about which holding to contribute. Which of these do you think makes the most sense to move into my TFSA based on potential upside/income? I have a long-term 10+ year hold period. Thanks!

Upvote 6

Read Answer Asked by Matt on January 02, 2026

• VanEck Uranium Nuclear Energy ETF (NLR $141.82)
  • $141.82 P/E (TTM): 28.47X Cap: $4.70B
  • View NLR Profile
  • View Questions on NLR

Q: NLR I invested in this ETF some time ago and rode it up to its high of high of $168.12. I have now given back half of my gains. Is it time to sell?

Upvote 1

Read Answer Asked by MATHEW on January 02, 2026

• WELL Health Technologies Corp. (WELL $3.92)
  • $3.92 Cap: $1.01B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• HealWELL AI Inc. Class A Subordinate Voting Shares (AIDX $0.68)
  • $0.68 Cap: $200M
  • View AIDX Profile
  • View Questions on AIDX

Q: Are either of these worth some speculative dollars?

Upvote 5

Read Answer Asked by Jim on January 02, 2026

• Fidelity Canadian Momentum ETF FCCM (FCCM $11.33)
  • $11.33 P/E (TTM): 17.46X
  • View FCCM Profile
  • View Questions on FCCM

Q: Can you please provide the 5Y Total Return Performance for FCCM, Fidelity Canadian Momentum ETF and provide your data source name. This ETF says it rebalances quarterly but I could not find exactly when it does. Can you please tell me the 4 rebalance dates per year.

Upvote 2

Read Answer Asked by Ian on January 02, 2026

Q: I have been a member for many years and truly appreciate the unbiased opinions I receive when asking a question as the markets evolve over the years.
Thanks again Steve

Upvote 16

Read Answer Asked by STEVE on January 02, 2026

• BitMine Immersion Technologies Inc. (BMNR $19.74)
  • $19.74 Cap: $8.85B
  • View BMNR Profile
  • View Questions on BMNR

Q: I understand that BMNR has a board meeting mid January. I am having trouble understanding the current situation.

Has Tom Lee changed his opinion regarding the upside potential.

Upvote 1

Read Answer Asked by Donald on January 02, 2026

• North European Oil Royality Trust (NRT $9.04)
  • $9.04 P/E (TTM): 16.27X Cap: $84M
  • View NRT Profile
  • View Questions on NRT

Q: Your thoughts on NRT please

Upvote 1

Read Answer Asked by George on January 02, 2026