Investment Q&A

Q: Good morning,

Aeluema, which I can’t find in the database has come off of its latest decline.

It is tied with lidar, sem’s, quantum. Would you please give your assessment on this company in its present state as a speculative starter position.

Thank you.

Upvote 1

Read Answer Asked by Adam on December 12, 2025

• Aluula Composites Inc. (AUUA $3.65)
  • $3.65 Cap: $96M
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Q: Do you have any opinion about Aluula Composites? A friend mentioned it to me. Still very early stage, only $87 million market cap. Q3 had 66% revenue growth and 41% margin. Interesting products. Not yet profitable, and I usually (not always) stay away from companies that aren't profitable.

Upvote 2

Read Answer Asked by Dan on December 12, 2025

• Major Drilling Group International Inc. (MDI $12.61)
  • $12.61 P/E (TTM): 54.54X Cap: $1.03B
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Q: Your thoughts on the recent earnings? Had a nice gain, should I hold, add, or sell to move onto another name in the sector? What would you recommend? Thank you

Upvote 3

Read Answer Asked by Patrik on December 12, 2025

• Broadcom Inc. (AVGO $339.81)
  • $339.81 P/E (TTM): 91.82X Cap: $1.60T
  • View AVGO Profile
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• Celestica Inc. (CLS $417.01)
  • $417.01 P/E (TTM): 50.77X Cap: $48.51B
  • View CLS Profile
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Q: Hi team,
Is CLS plummeting on Avgo results? Also why the negative reaction on Avgo with the earnings beat? I am not liking this market particularly tech. Any reason to sell off growth names right now it seems to happen with very little new catalysts in sight. Is it time to diversify away from tech with the portfolio already down approx 12% from highs. Or just ride out these growth names as usual? Thx

Shane

Upvote 18

Read Answer Asked by Shane on December 12, 2025

• Broadcom Inc. (AVGO $339.81)
  • $339.81 P/E (TTM): 91.82X Cap: $1.60T
  • View AVGO Profile
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Q: Thoughts on earnings report/outlook?

Upvote 2

Read Answer Asked by Kim on December 12, 2025

• Magna International Inc. (MG $72.11)
  • $72.11 P/E (TTM): 14.17X Cap: $20.32B
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• XPeng Inc. American depositary shares each representing two Class A (XPEV $18.31)
  • $18.31 Cap: $18.04B
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Q: Good day to you all

I understand it s the early stages ,but would like to know your expert opinion on the joint venture Magna is doing with Xpeng to assemble their cars in Europe

Thanks a lot and best wishes for the Season

Upvote 1

Read Answer Asked by georges on December 12, 2025

• Constellation Software Inc. (CSU $3,336.00)
  • $3,336.00 P/E (TTM): 75.9X Cap: $69.62B
  • View CSU Profile
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• Celestica Inc. (CLS $417.01)
  • $417.01 P/E (TTM): 50.77X Cap: $48.51B
  • View CLS Profile
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• Thomson Reuters Corporation (TRI $181.64)
  • $181.64 P/E (TTM): 33.57X Cap: $80.80B
  • View TRI Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $220.22)
  • $220.22 P/E (TTM): 144.0X Cap: $286.56B
  • View SHOP Profile
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• Firan Technology Group Corporation (FTG $11.28)
  • $11.28 P/E (TTM): 25.84X Cap: $283M
  • View FTG Profile
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• 5N Plus Inc. (VNP $18.11)
  • $18.11 P/E (TTM): 27.29X Cap: $1.61B
  • View VNP Profile
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• Kraken Robotics Inc. (PNG $6.09)
  • $6.09 P/E (TTM): 102.17X Cap: $1.86B
  • View PNG Profile
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  • View Reports on PNG
• Zedcor Inc. (ZDC $5.55)
  • $5.55 P/E (TTM): 414.29X Cap: $585M
  • View ZDC Profile
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• kneat.com inc. (KSI $4.27)
  • $4.27 Cap: $407M
  • View KSI Profile
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• Vitalhub Corp. (VHI $8.75)
  • $8.75 P/E (TTM): 172.35X Cap: $552M
  • View VHI Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $33.82)
  • $33.82 Cap: $13.21B
  • View GLXY Profile
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• Kits Eyecare Ltd. (KITS $17.15)
  • $17.15 P/E (TTM): 160.0X Cap: $551M
  • View KITS Profile
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• Tantalus Systems Holding Inc. (GRID $4.86)
  • $4.86 Cap: $250M
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• Electrovaya Inc. (ELVA $9.14)
  • $9.14 P/E (TTM): 218.26X Cap: $379M
  • View ELVA Profile
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Q: I am down on these two companies in my TFSA, and am thinking of selling in favor of another Canadian growth company. I already own ELVA, FTG, GRID, KITS, PNG, VNP and ZDC. Which would you add to, or do you suggest adding another growth company.

Upvote 11

Read Answer Asked by Merrilyn on December 12, 2025

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.58)
  • $40.58 P/E (TTM): 14.68X Cap: $1.09B
  • View CDZ Profile
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $42.86)
  • $42.86 P/E (TTM): 23.36X Cap: $7.61B
  • View VIU Profile
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• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $36.71)
  • $36.71 P/E (TTM): 10.22X Cap: $3.61B
  • View XDIV Profile
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• State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD $44.07)
  • $44.07 P/E (TTM): 16.33X Cap: $7.39B
  • View SPYD Profile
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• FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF (FLVI)
  • P/E (TTM): 21.52X
  • View FLVI Profile
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Q: A follow up question on portfolio construction. I’ve decided to try and get more dividends while I wait for capital appreciation inside my TFSA.

So the portfolio will be 20% International holding FLVI and VIU. 45% Canadian and will hold XDIV and CDZ. The 55% US will hold SPYD, VYM, HVD and all 11 sectors through Vanguard or ishares.

I’m looking to collect some dividends while I wait for capital gains and realize I will not get full dividends on the US ETFs. What are your thoughts on this set up, is there anything to improve either with diversification or higher dividends? Appreciate your service.

Upvote 1

Read Answer Asked by Mark on December 12, 2025

• Silvercorp Metals Inc. (SVM $11.79)
  • $11.79 P/E (TTM): 67.69X Cap: $2.59B
  • View SVM Profile
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• Vizsla Silver Corp. (VZLA $7.09)
  • $7.09 Cap: $2.43B
  • View VZLA Profile
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• Discovery Silver Corp. (DSV $8.74)
  • $8.74 Cap: $7.05B
  • View DSV Profile
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• First Majestic Silver Corp. (AG $22.09)
  • $22.09 Cap: $10.85B
  • View AG Profile
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Q: I would like to diversify my gold miners into some silver miners. I already have PAAS. What would you suggest for a compliment to PAAS? And a brief reason why?

Upvote 9

Read Answer Asked by Steven on December 12, 2025

• Granite Real Estate Investment Trust (GRT.UN $78.29)
  • $78.29 P/E (TTM): 38.1X Cap: $4.74B
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• Choice Properties Real Estate Investment Trust (CHP.UN $14.76)
  • $14.76 Cap: $10.68B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.12)
  • $12.12 P/E (TTM): 28.09X Cap: $3.55B
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Q: What would be your 3 favorite REIT's right now and why. Thanks so much.

Upvote 9

Read Answer Asked by JAMES on December 12, 2025

• Linde plc (LIN $416.99)
  • $416.99 P/E (TTM): 27.88X Cap: $194.71B
  • View LIN Profile
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Q: LIN has been tanking in the last while, down perhaps 20–25% from its high earlier this year. Can you explain why this is happened? Do you see LIN as a favourable investment going forward, and why? One other related issue: is tax loss selling also an issue in the US, that is, is there much loss selling at this time of year? Many thanks for your excellent service.

Upvote 3

Read Answer Asked by Leonard on December 12, 2025

• iShares Canadian Growth Index ETF (XCG $65.65)
  • $65.65 P/E (TTM): 31.41X Cap: $150M
  • View XCG Profile
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• iShares Canadian Value Index ETF (XCV $51.30)
  • $51.30 P/E (TTM): 11.48X Cap: $102M
  • View XCV Profile
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• Fidelity Canadian Momentum ETF FCCM (FCCM $11.33)
  • $11.33 P/E (TTM): 16.19X
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Q: i am looking for 3 canadian etfs that have the following characteristics that you approve of.
-they are liquid
-one for growth, one for value, one for momentum
dave

Upvote 10

Read Answer Asked by david on December 12, 2025

• Electrovaya Inc. (ELVA $9.14)
  • $9.14 P/E (TTM): 218.26X Cap: $379M
  • View ELVA Profile
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Q: Would appreciate your assessment of the nature of Electrovaya's business and its growth prospects.
To what sector is its future ,most directly tied: AI, power, industry, other?

Thank you,

Upvote 1

Read Answer Asked by John on December 12, 2025

Q: I "imagine" this : Holding a certain % (20-30 % or more if necessary ) of covered call ETFs or covered calls ETFs with leverage , shall allow to retire 5% of cash (or more) every year, without having to sell stocks ;The only ,relatively minor consequence, would be some reduction of NAV among some ETFs. ..you feedback ? Thanks always

Upvote 2

Read Answer Asked by Jean-Yves on December 12, 2025

• Electrovaya Inc. (ELVA $9.14)
  • $9.14 P/E (TTM): 218.26X Cap: $379M
  • View ELVA Profile
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Q: Hi 5i
Electrovaya reported what appears to be good quarterly and yearly numbers yesterday.

May I please have your thoughts on the results and the company itself within the battery space?

Is this a good company to invest in in this space or do you feel that there are others that have better long term (3-5 years) prospects?

Upvote 2

Read Answer Asked by Brian on December 12, 2025

• Robinhood Markets Inc. (HOOD $115.26)
  • $115.26 P/E (TTM): 49.79X Cap: $103.64B
  • View HOOD Profile
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Q: Your thoughts on the slowing numbers out yesterday - over reaction or something that is the canary?

Upvote 2

Read Answer Asked by Scott on December 12, 2025

• Pembina Pipeline Corporation (PPL $53.00)
  • $53.00 P/E (TTM): 18.93X Cap: $31.41B
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• Peyto Exploration & Development Corp. (PEY $22.95)
  • $22.95 P/E (TTM): 12.49X Cap: $4.61B
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Q: Hello for a 2-3 year hold, full position,which of these 2 would you pick for a total return,I already own TOU and ARX.
Thanks

Upvote 5

Read Answer Asked by Greg on December 12, 2025

Q: I was looking for the Beat The TSX website (dividendpayer.ca) but it is no longer active. Can you tell me if Matt is still looking after that? Has someone else taken it over?
Thanks! Paul K

Upvote 2

Read Answer Asked by Paul on December 12, 2025

• ARC Resources Ltd. (ARX $25.61)
  • $25.61 P/E (TTM): 6.41X Cap: $14.74B
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Q: Good morning 5i team.
With the arrival of colder than normal weather since last week,the price of natural gaz ran up to 5.50 or so last week but has been coming down for three consecutive days at the 4.75 level. At what price does ARC benefit the most form nat. gaz?The consensus is that ARC is cheap and should be added at this price.WHat are your views on the volatility of nat gaz and would 30.00$ be a realistic target price for ARC within a period of twelve months? Many thanks,
Jean

Upvote 2

Read Answer Asked by Jean on December 12, 2025

• Celestica Inc. (CLS $417.01)
  • $417.01 P/E (TTM): 50.77X Cap: $48.51B
  • View CLS Profile
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• Arista Networks Inc. (ANET $125.89)
  • $125.89 P/E (TTM): 47.31X Cap: $158.53B
  • View ANET Profile
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Q: Hi Peter and 5i,
Between CLS and ANET which company would you currently invest for future stock appreciation? Say 5+ year time frame.
Thanks so much for your always stellar advice.

Upvote 7

Read Answer Asked by Dennis on December 12, 2025