Investment Q&A

• Constellation Software Inc. (CSU $2,415.33)
  • $2,415.33 P/E (TTM): 52.94X Cap: $50.37B
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• Thomson Reuters Corporation (TRI $116.67)
  • $116.67 P/E (TTM): 21.49X Cap: $51.89B
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• Topicus.com Inc. (TOI $88.39)
  • $88.39 P/E (TTM): 696.2X Cap: $7.32B
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• Lumine Group Inc. (LMN $18.64)
  • $18.64 P/E (TTM): 70.17X Cap: $4.78B
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Q: I currently don't hold any companies in the software space and I am looking to add some of these to my current portfolio. How would you rank them in order of purchase for a long term hold?

Upvote 11

Read Answer Asked by Sean on January 29, 2026

• Alphabet Inc. (GOOG $303.56)
  • $303.56 P/E (TTM): 28.01X Cap: $3.66T
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• Micron Technology Inc. (MU $417.35)
  • $417.35 P/E (TTM): 38.0X Cap: $469.73B
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• RTX Corporation (RTX $205.41)
  • $205.41 P/E (TTM): 41.03X Cap: $275.71B
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.25)
  • $63.25 P/E (TTM): 95.7X Cap: $142.01B
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Q: Hi,

In October ’24 I asked 5i to identify:

A) ~10 favourite stocks drawn from its 3 model portfolios
B) ~6 highest conviction US picks.

The answer was:

A) From portfolios: CSU, TRI, TFII, WSP, BAM, BN, GLXY, CLS, SHOP, DSG

B) US: NVDA, ISRG, BKNG, LLY, BRK.B, GOOG

If asked the same question today, what would the 5i response be?
( Goal is best total return, long term )

Thank you.

Upvote 35

Read Answer Asked by Trevor on January 29, 2026

• Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U $17.67)
  • $17.67 P/E (TTM): 74.08X Cap: $2.38B
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• iShares India Index ETF (XID $46.65)
  • $46.65 P/E (TTM): 19.17X Cap: $137M
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Q: I know it’s not in your wheelhouse but would you have a good suggestion to invest in India? With the European trade deal and potential for increased trade around the world including Canada, it seems like a good place to begin investing a small portion of one’s portfolio

Upvote 5

Read Answer Asked by Dennis on January 29, 2026

• Aritzia Inc. Subordinate Voting Shares (ATZ $126.40)
  • $126.40 Cap: $14.58B
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Q: I must have missed the news release that sent Atz shares from about 140 to 108 in the past few weeks.
What happened , any idea .

Upvote 3

Read Answer Asked by Leon on January 29, 2026

• Adobe Inc. (ADBE $259.21)
  • $259.21 P/E (TTM): 15.6X Cap: $108.03B
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• iShares Expanded Tech-Software Sector ETF (IGV $81.78)
  • $81.78 P/E (TTM): 41.52X Cap: $7.82B
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Q: If one sells ADBE at a loss and buys IGV, is the loss accepted by CRA or because it's included in IGV will not be accepted.

Thanks

Upvote 1

Read Answer Asked by Marios on January 29, 2026

• SoFi Technologies Inc. (SOFI $19.30)
  • $19.30 P/E (TTM): 34.84X Cap: $24.30B
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• Robinhood Markets Inc. (HOOD $75.65)
  • $75.65 P/E (TTM): 31.43X Cap: $68.02B
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Q: Hi! I keep seeing commercials for Sofi accounts in the US, and it seems enticing. I never see commercials for Robinhood. I hold HOOD and am wondering what the difference is between this and Sofi. Why should one continue to hold HOOD, and is the negative momentum due to competition? Does one hold through this negative momentum? Thank you for your insight.

Upvote 1

Read Answer Asked by Neil on January 29, 2026

• Hemisphere Energy Corporation (HME $2.20)
  • $2.20 P/E (TTM): 7.23X Cap: $206M
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Q: I bought and traded out of HME and then re-purchased at the recent low... It is a fairly small producer and the stock price seems to be range-bound... $1.89 to $2.20 ± . What are the long term prospects for this company ? Should I just keep flipping it for a profit , or do you see it pivoting upward ?

Upvote 2

Read Answer Asked by Thomas on January 29, 2026

• Meta Platforms Inc. (META $644.78)
  • $644.78 P/E (TTM): 27.22X Cap: $1.63T
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• Intuit Inc. (INTU $381.54)
  • $381.54 P/E (TTM): 26.04X Cap: $108.45B
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• Home Depot Inc. (The) (HD $378.58)
  • $378.58 P/E (TTM): 26.13X Cap: $376.88B
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• United Rentals Inc. (URI $888.98)
  • $888.98 P/E (TTM): 22.36X Cap: $56B
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• Constellation Software Inc. (CSU $2,415.33)
  • $2,415.33 P/E (TTM): 52.94X Cap: $50.37B
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• TFI International Inc. (TFII $162.43)
  • $162.43 P/E (TTM): 31.63X Cap: $13.34B
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• Alimentation Couche-Tard Inc. (ATD $84.14)
  • $84.14 P/E (TTM): 22.38X Cap: $77.89B
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• goeasy Ltd. (GSY $118.10)
  • $118.10 P/E (TTM): 8.97X Cap: $1.89B
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.25)
  • $63.25 P/E (TTM): 95.7X Cap: $142.01B
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• Nvidia CDR (CAD Hedged) (NVDA $42.42)
  • $42.42 P/E (TTM): 62.91X Cap: $6.25T
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Q: Hi,

Sorry my last question meant to ask about individual stock compounders, not ETF's. Can you list 5 Cdn and US names that you would DCA into over time? For example, I'm assuming BN would be on that list. What other names? Looking for names that can CAGR +10-20% over time. Thanks!

Upvote 26

Read Answer Asked by Keith on January 29, 2026

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $53.08)
  • $53.08 P/E (TTM): 6.05X Cap: $3.88B
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• iShares Core S&P U.S. Total Market Index ETF (XUU $68.79)
  • $68.79 P/E (TTM): 24.53X Cap: $4.05B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $53.70)
  • $53.70 P/E (TTM): 18.19X Cap: $26.46B
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Q: Would have any concerns or recommendations for a retired senior with a employment pension. Having a total portfolio consisting of xuu.ca, xaw.ca and xic.ca?

Thanks

Upvote 4

Read Answer Asked by Brian on January 29, 2026

• Lockheed Martin Corporation (LMT $666.51)
  • $666.51 P/E (TTM): 30.23X Cap: $153.35B
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• Northrop Grumman Corporation (NOC $736.87)
  • $736.87 P/E (TTM): 24.11X Cap: $104.57B
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• Waste Management Inc. (WM $233.42)
  • $233.42 P/E (TTM): 35.11X Cap: $94.14B
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• WSP Global Inc. (WSP $227.02)
  • $227.02 P/E (TTM): 33.31X Cap: $29.65B
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• Comfort Systems USA Inc. (FIX $1,373.52)
  • $1,373.52 P/E (TTM): 56.66X Cap: $46.54B
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• SPX Technologies Inc. (SPXC $241.01)
  • $241.01 P/E (TTM): 51.62X Cap: $12.04B
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• Stantec Inc (STN $89.44)
  • $89.44 P/E (TTM): 27.95X Cap: $10.06B
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• GFL Environmental Inc. subordinate voting shares (GFL $59.56)
  • $59.56 P/E (TTM): 6.49X Cap: $21.38B
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• MDA Space Ltd. (MDA $39.00)
  • $39.00 P/E (TTM): 43.54X Cap: $4.92B
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• Karman Holdings Inc. (KRMN $88.46)
  • $88.46 P/E (TTM): 1073.0X Cap: $11.70B
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Q: Can you suggest some stock and ETF's traded on both US and CDN exchanges that employ many blue collar workers that may not be effected by AI implementation. My thinking is that one always needs humans to do "actual" labour like building homes, plumbing & electrical maintenance etc. Does this make sense?

Upvote 9

Read Answer Asked by Ian on January 29, 2026

• iShares Expanded Tech-Software Sector ETF (IGV $81.78)
  • $81.78 P/E (TTM): 41.52X Cap: $7.82B
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Q: Every year I take 10% of my portfolio and invest in a specific sector ETF. Last year it was financials with a 36% return thanks to your recommendations 😊. What one sector would you invest in for 2026 and which ETF would that be?
Thank you for your excellent work!

Upvote 6

Read Answer Asked by Mike on January 29, 2026

• Harvest Cameco Enhanced High Income Shares ETF (CCOE $18.44)
  • $18.44 P/E (TTM): 96.5X Cap: $16M
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Q: What do you think of this Harvest ETF as way to play Cameco and uranium. Paying a hefty dividend. Sustainable?
Guy

Upvote 2

Read Answer Asked by Guy R. on January 29, 2026

• Groupe Dynamite Inc. Subordinate voting shares (GRGD $85.66)
  • $85.66 P/E (TTM): 53.28X Cap: $8.98B
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Q: GRGD is down 15% last 30 days. Any concerns? What may be causing this decline?

Still bullish?

Thank you

Upvote 4

Read Answer Asked by Nick on January 29, 2026

• Edison International (EIX $72.66)
  • $72.66 P/E (TTM): 9.32X Cap: $27.95B
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• Bank of Nova Scotia (The) (BNS $104.34)
  • $104.34 P/E (TTM): 25.56X Cap: $129.54B
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• Enbridge Inc. (ENB $70.65)
  • $70.65 P/E (TTM): 26.85X Cap: $154.15B
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• Brookfield Renewable Partners L.P. (BEP.UN $43.13)
  • $43.13 Cap: $28.22B
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• A & W Food Services of Canada Inc. (AW $37.24)
  • $37.24 P/E (TTM): 32.05X Cap: $893M
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Q: Do you have a sense of the liability potential for EIX with regard to California wildfires? EIX share price has recovered significantly from Jun of last year and I am within 1.5% of breakeven. What would you recommend to the 'income investors' in the group? Buy, sell, hold? If "sell", what would you replace it with?

Upvote 5

Read Answer Asked by Robert on January 29, 2026

• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $31.47)
  • $31.47 Cap: $20.60B
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• Brookfield Renewable Corporation Class A Subordinate (BEPC $42.46)
  • $42.46 Cap: $14.57B
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Q: I own both BEP and BEPC in my US Dollar TFSA.
Is the price action generally the same for both?
Would you expect total return to be the same (incl. taxes)?
If yes, which one would choose to consolidate and keep?
Many thanks.

Upvote 4

Read Answer Asked by Ian on January 29, 2026

• Regan Floating Rate MBS ETF (MBSF $25.80)
  • $25.80 P/E (TTM): 31.9X Cap: $184M
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Q: Just wondering what your thoughts are on MBSF (Regan Floating Rate MBS ETF). It was noted on BNN this morning. Is the dividend of 4.62% correct and is it safe ? Any red flags with this one ?

Also it is not in your database.

Upvote 1

Read Answer Asked by Randy on January 29, 2026

• Advanced Energy Industries Inc. (AEIS $320.64)
  • $320.64 P/E (TTM): 40.89X Cap: $12.13B
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• MKS Inc. (MKSI $249.08)
  • $249.08 P/E (TTM): 63.67X Cap: $16.81B
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• MACOM Technology Solutions Holdings Inc. (MTSI $242.56)
  • $242.56 Cap: $18.50B
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• Credo Technology Group Holding Ltd (CRDO $130.66)
  • $130.66 P/E (TTM): 110.27X Cap: $23.60B
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Q: Hi team,

These 4 companies in the field of AI are apparently considered undervalued by Bank of America.

Do you think they are a good buy now for a growth portfolio ?

Gratefully,

Jacques IDS

Upvote 2

Read Answer Asked by Jacques on January 29, 2026

• Constellation Software Inc. (CSU $2,415.33)
  • $2,415.33 P/E (TTM): 52.94X Cap: $50.37B
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• Thomson Reuters Corporation (TRI $116.67)
  • $116.67 P/E (TTM): 21.49X Cap: $51.89B
  • View TRI Profile
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• Topicus.com Inc. (TOI $88.39)
  • $88.39 P/E (TTM): 696.2X Cap: $7.32B
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• Genius Sports Limited (GENI $6.41)
  • $6.41 Cap: $1.53B
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• Sportradar Group AG (SRAD $17.46)
  • $17.46 Cap: $5.22B
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• Lumine Group Inc. (LMN $18.64)
  • $18.64 P/E (TTM): 70.17X Cap: $4.78B
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Q: Patience is wearing thin on some of these names, they just continue to have negative momentum and I don't want to sell into the negativity and sell just because others are selling. What are your thoughts? Are fundamentals still strong in these quality companies? Is your updated view still a hold on these? Thanks!

Upvote 13

Read Answer Asked by Keith on January 29, 2026

• Scandium Canada Ltd. (SCD $0.23)
  • $0.23 Cap: $86M
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Q: Hi 5i, Can I have your opinion on "Scandium Canada Ltd" , is this true: Scandium is now officially a Critical Mineral in Canada Government-backed equity-like royalty.
https://money.tmx.com/en/quote/SCD.

Thanks

Upvote 2

Read Answer Asked by Fernando on January 29, 2026

Q: Dear Peter et al:

I am not sure if you had a chance to look at the article in this morning's Globe and Mail on top 10 Canadian Gold stocks at reasonable valuation. (Wednesday Jan 28th).
I was surprised to see your favorites like ARIS missing. Also no WDO.
What is your take on this list.
(I am happy customer/owner of ARIS:))
Should I add BTO and TXG for a good measure?

Upvote 3

Read Answer Asked by Savalai on January 29, 2026