Investment Q&A

• Minto Apartment Real Estate Investment Trust (MI.UN $17.48)
  • $17.48 Cap: $1.46B
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Q: Looks like good deal for Minto Reit. What does 5i think Tender shares at $18.00 when does it close. I will be making small profit $275.00

Upvote 3

Read Answer Asked by Guy on January 05, 2026

• goeasy Ltd. (GSY $128.85)
  • $128.85 P/E (TTM): 9.43X Cap: $2.05B
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• Hamilton Enhanced Canadian Bank ETF (HCAL $36.16)
  • $36.16 P/E (TTM): 11.72X Cap: $784M
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Q: 10 year hold, total return potential. What choice would you make between these 2.

Upvote 4

Read Answer Asked by Chris on January 05, 2026

• VanEck Rare Earth/Strategic Metals ETF (REMX $97.52)
  • $97.52 P/E (TTM): 45.29X Cap: $268M
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• iShares Morningstar Value ETF (ILCV $96.43)
  • $96.43 P/E (TTM): 20.23X Cap: $1.19B
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• iShares Europe ETF (IEV $71.88)
  • $71.88 P/E (TTM): 39.88X Cap: $1.72B
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Q: Wishing 5i team a Merry Christmas and a Happy New Year.

Is there ILCV, IEV and REMX ETF in CDN Dollars.

Thanks for the excellent service

Upvote 1

Read Answer Asked by Hector on January 05, 2026

Q: Are there any undervalued sectors today?

Upvote 5

Read Answer Asked by Tim on January 05, 2026

• Diamedica Therapeutics Inc. (DMA $4.63)
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Q: DMAC Do you have an opinion on this company??

Upvote 1

Read Answer Asked by Bill on January 05, 2026

• iShares Core Canadian Universe Bond Index ETF (XBB $28.24)
  • $28.24 Cap: $9.46B
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• iShares Convertible Bond Index ETF (CVD $18.47)
  • $18.47 P/E (TTM): 27.04X Cap: $116M
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• Vanguard Total Bond Market ETF (BND $74.25)
  • $74.25 Cap: $146.52B
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Q: Hi, just starting to look at the bond market, do not want anything to do with U.S. tax filings. Would like like your three recommendations for Canadian bonds. Do you have a Canadian equivalent for BND? (Low mer and nice yield) also corporate bonds eg.XCB could you touch on risk compared to your three recommendations.
Thanks, happy, healthy New Year

Upvote 3

Read Answer Asked by Brad on January 05, 2026

• Brookfield Renewable Partners L.P. (BEP.UN $39.35)
  • $39.35 Cap: $25.76B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $47.85)
  • $47.85 P/E (TTM): 52.91X Cap: $22.11B
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Q: Can only keep one. Which one would you keep for a long term hold?

Thanks

Yves

Upvote 6

Read Answer Asked by Yves on January 05, 2026

Q: What do you think of covered call options ETF? In which circumstances you would recommend them? And in such a case what are the three you would recommend?

Thank you in advance and best witches for the new coming year....

Upvote 3

Read Answer Asked by Gabriel on January 05, 2026

• The Kraft Heinz Company (KHC $23.19)
  • $23.19 Cap: $28.05B
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• ConAgra Brands Inc. (CAG $17.68)
  • $17.68 Cap: $8.58B
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• General Mills Inc. (GIS $44.35)
  • $44.35 P/E (TTM): 8.41X Cap: $23.66B
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• Loblaw Companies Limited (L $61.37)
  • $61.37 P/E (TTM): 7.71X Cap: $73.67B
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Q: GIS, KHC, CAG and CPB are all near long term technical lows. I know these are not 5i type of investments. However, in looking for a reasonable value play and using Loblaw as a relative baseline of 10 (unless you have a better comparative), are you able to provide an overall approx. rating of each with dividend and balance sheet sustainability in mind? Are there any major concerns that would make you completely avoid any, or all of these?

Upvote 3

Read Answer Asked by James on January 05, 2026

Q: I am Curious about this 49 Million small cap based in Florida. Ticker SIDU-Q
Could you give me an analysis of this one and is it similar to MAXQ that sky rocketed in Canada?
Thanx as usual!
Gary

Upvote 1

Read Answer Asked by Gary on January 05, 2026

Q: Can you comment on the impact of the Jan1st Chinese restriction of exports (some licensing conditions apparently apply) on silver, tungsten and other elements/metals? Has Shanghai effectively taken dominance over the silver market? The silver bugs are excited for expected huge stock price increases due to the high demand and low supply situation. My thanks.

Upvote 4

Read Answer Asked by David C. on January 05, 2026

• Intuitive Surgical Inc. (ISRG $522.04)
  • $522.04 P/E (TTM): 69.46X Cap: $186.12B
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• Alphabet CDR (CAD Hedged) (GOOG $54.57)
  • $54.57 P/E (TTM): 41.15X Cap: $5.53T
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Q: Which stock will have more growth going forward: GOOG or ISRG. I understand they are in different sectors and I am not concerned about volatility?

Thank you for your service!

Upvote 4

Read Answer Asked by Ozzie on January 05, 2026

• Intact Financial Corporation (IFC $247.37)
  • $247.37 P/E (TTM): 21.86X Cap: $44.76B
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• Waste Connections Inc. (WCN $229.55)
  • $229.55 P/E (TTM): 70.2X Cap: $59.32B
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Q: Hi Folks,
I am looking at adding to my holdings of IFC or WCN in my TFSA. May I have your opinion as to which one would be the best today.
Thanks

Upvote 4

Read Answer Asked by JOHN on January 05, 2026

• Journey Energy Inc. (JOY $3.51)
  • $3.51 P/E (TTM): 11.4X Cap: $234M
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Q: Hi 5i team.....
Journey Energy today had a price movement of over 9% on volume of 10 times average on a low trade day. Can you shed any light on news or what is moving the stock today (friday Jan 2nd)?
Happy New Year and thanks for your continued great service.

Upvote 1

Read Answer Asked by hank on January 05, 2026

• Celestica Inc. (CLS $467.12)
  • $467.12 P/E (TTM): 47.71X Cap: $52.02B
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Q: When I look at your website I notice a new director purchased $2 million dollars of shares on Oct.30th(Laurette T Kellner)Is that a significant purchase? What is the current short position and has been increasing? Thx

Upvote 6

Read Answer Asked by blake on January 05, 2026

• CECO Environmental Corp. (CECO $69.58)
  • $69.58 P/E (TTM): 48.04X Cap: $2.47B
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• Kratos Defense & Security Solutions Inc. (KTOS $112.67)
  • $112.67 P/E (TTM): 875.77X Cap: $19.93B
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• Cellebrite DI Ltd. (CLBT $16.01)
  • $16.01 Cap: $3.97B
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• Sportradar Group AG (SRAD $18.58)
  • $18.58 Cap: $5.54B
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• Reddit Inc. Class A (RDDT $193.14)
  • $193.14 P/E (TTM): 34.94X Cap: $37.19B
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• Nebius Group N.V. (NBIS $100.43)
  • $100.43 Cap: $23.30B
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Q: All different in varying degrees. Please rank in order for best return 5-10year hold.

Thank you as always!

Upvote 6

Read Answer Asked by Chris on January 05, 2026

• Broadcom Inc. (AVGO $333.24)
  • $333.24 P/E (TTM): 68.52X Cap: $1.57T
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• Micron Technology Inc. (MU $435.28)
  • $435.28 P/E (TTM): 52.38X Cap: $461.72B
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• Celestica Inc. (CLS $467.12)
  • $467.12 P/E (TTM): 47.71X Cap: $52.02B
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• Axon Enterprise Inc. (AXON $549.86)
  • $549.86 P/E (TTM): 192.55X Cap: $48.43B
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• Vertiv Holdings LLC Class A (VRT $193.76)
  • $193.76 P/E (TTM): 68.35X Cap: $72.34B
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• Nebius Group N.V. (NBIS $100.43)
  • $100.43 Cap: $23.30B
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Q: I want to have my TFSA grow bigger. Of the stocks listed, in what order would you add them to the TFSA? How long of a hold do you suggest, and what are target prices you'd be comfortable with? Is it better to wait for a pullback? Take as my question deductions as needed.

Upvote 17

Read Answer Asked by Brenda on January 05, 2026

• Dollarama Inc. (DOL $186.30)
  • $186.30 P/E (TTM): 40.97X Cap: $51.02B
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• Wheaton Precious Metals Corp. (WPM $211.60)
  • $211.60 P/E (TTM): 64.47X Cap: $96.07B
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• Toromont Industries Ltd. (TIH $182.46)
  • $182.46 P/E (TTM): 30.02X Cap: $14.81B
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• Agnico Eagle Mines Limited (AEM $302.41)
  • $302.41 P/E (TTM): 36.22X Cap: $147.54B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $188.59)
  • $188.59 P/E (TTM): 101.74X Cap: $243.10B
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• Cipher Pharmaceuticals Inc. (CPH $14.81)
  • $14.81 P/E (TTM): 15.77X Cap: $374M
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• goeasy Ltd. (GSY $128.85)
  • $128.85 P/E (TTM): 9.43X Cap: $2.05B
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• Tamarack Valley Energy Ltd. (TVE $9.48)
  • $9.48 Cap: $469M
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• TerraVest Industries Inc. (TVK $141.69)
  • $141.69 Cap: $3.08B
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• Kraken Robotics Inc. (PNG $8.97)
  • $8.97 P/E (TTM): 133.17X Cap: $2.74B
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• Silvercorp Metals Inc. (SVM $17.36)
  • $17.36 P/E (TTM): 101.4X Cap: $3.80B
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• Lundin Gold Inc. (LUG $121.57)
  • $121.57 P/E (TTM): 30.16X Cap: $29.68B
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• Zedcor Inc. (ZDC $6.13)
  • $6.13 P/E (TTM): 421.43X Cap: $652M
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• Vitalhub Corp. (VHI $8.94)
  • $8.94 P/E (TTM): 175.88X Cap: $557M
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• Galaxy Digital Inc. Class A common stock (GLXY $43.26)
  • $43.26 Cap: $17.60B
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $70.07)
  • $70.07 P/E (TTM): 50.54X Cap: $7.73B
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Q: Hi Group please give me your top 6 sectors for 2026 (in order of preference please. Also can you give me you top 2 picks for each sector also in order of preference Lastly too late to buy gold and silver and copper what is your top picks in Gold and silver as well please assuming you recommend buy at this late date...thanks

Upvote 37

Read Answer Asked by Terence on January 05, 2026

• WD-40 Company (WDFC $219.19)
  • $219.19 P/E (TTM): 32.15X Cap: $2.90B
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Q: Hi Team. What are you thoughts on WD-40 Co?

Upvote 1

Read Answer Asked by MATHEW on January 05, 2026

• Fortinet Inc. (FTNT $82.08)
  • $82.08 P/E (TTM): 31.94X Cap: $60.76B
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• Palo Alto Networks Inc. (PANW $183.74)
  • $183.74 P/E (TTM): 115.36X Cap: $127.89B
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• Zscaler Inc. (ZS $213.95)
  • $213.95 Cap: $35.03B
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• CrowdStrike Holdings Inc. (CRWD $469.19)
  • $469.19 Cap: $120.16B
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• Palo Alto Networks CDR (CAD Hedged) (PANW $21.94)
  • $21.94 P/E (TTM): 25.04X Cap: $172.30B
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Q: Could you please share your take on PANW as an early 2026 buy for growth over a long-term hold (10+ years) irrespective of sector allocation or diversification in a portfolio.

What are its core strengths (moats if any?), competitive positioning, threats, etc.?

(A response in January is fine.)

Thanks!

Marc.

Upvote 7

Read Answer Asked by Marc on January 05, 2026