Investment Q&A

• Chevron Corporation (CVX $201.39)
  • $201.39 P/E (TTM): 29.86X Cap: $396.30B
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• Exxon Mobil Corporation (XOM $157.75)
  • $157.75 P/E (TTM): 23.7X Cap: $656.64B
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• Suncor Energy Inc. (SU $88.34)
  • $88.34 P/E (TTM): 17.31X Cap: $101.04B
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• TC Energy Corporation (TRP $88.26)
  • $88.26 P/E (TTM): 27.2X Cap: $87.60B
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Q: Due to thre Venezuelan issue should I now replace TRP and SU? If so what would you suggest I replace them with, U.S. or Ca either one or both will do. Eighty year old dividend investor.

Upvote 3

Read Answer Asked by STANLEY on January 06, 2026

• Fortis Inc. (FTS $78.32)
  • $78.32 P/E (TTM): 22.87X Cap: $40.09B
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Q: What are your thoughts on this company?

Upvote 8

Read Answer Asked by Ray on January 06, 2026

• Hemisphere Energy Corporation (HME $2.63)
  • $2.63 P/E (TTM): 8.8X Cap: $253M
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Q: Due to the Venezuelan issue should sell Hemishphere? If so what should I replace it with?
Thank you
80 year old income investor with some growth stocks.

Upvote 2

Read Answer Asked by STANLEY on January 06, 2026

• Alphabet Inc. (GOOG $303.81)
  • $303.81 P/E (TTM): 28.62X Cap: $3.72T
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• Tantalus Systems Holding Inc. (GRID $4.33)
  • $4.33 Cap: $229M
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Q: Which stock has more growth: GRID or GOOG? Volatility is not an issue, nor is sector?

Thanks for your service!

Upvote 8

Read Answer Asked by Ozzie on January 06, 2026

• iShares Russell 2000 Growth ETF (IWO $314.17)
  • $314.17 P/E (TTM): 22.36X Cap: $12.35B
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• State Street SPDR S&P 500 ETF Trust (SPY $657.98)
  • $657.98 P/E (TTM): 26.17X Cap: $668.23B
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• INVESCO QQQ Trust (QQQ $591.23)
  • $591.23 P/E (TTM): 33.2X Cap: $384.90B
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Q: Does 5i have a perspective on total weight a investors portfolio could have holding respective ETFS for

: SP500 QQQ DJI RUS 2000 and TSX ...... 1.5-2.5% each ?
(10-15% total)

Upvote 1

Read Answer Asked by Brant on January 06, 2026

• Shift4 Payments Inc. Class A (FOUR $43.32)
  • $43.32 P/E (TTM): 64.48X Cap: $3.57B
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Q: i , long term investor, am down 40%
? too much competition
Is it time to move on or is it a hold
thanks for excellent service

Upvote 2

Read Answer Asked by Peter on January 06, 2026

• Quebec Innovative Materials Corp. (QIMC $1.57)
  • $1.57 Cap: $240M
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Q: May I have your thoughts on QIMC? I know it is high risk but is it more than a lottery ticket? It appears Jeff Bezos is purchasing exploration rights surrounding QMIC’s holdings. For Bezos it is a “rounding error” so I wouldn’t read too much into it. Are their Hydrogen grades very good and assuming the Hydrogen can be successfully collected how would they get the gas to market?
Jim

Upvote 2

Read Answer Asked by James on January 06, 2026

• Bombardier Inc. Class A Multiple Voting Shares (BBD.A $240.00)
  • $240.00 P/E (TTM): 20.95X Cap: $24.25B
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Q: Bombardier hit a new 52 week high. 1 year return has been 146%. Why the continuing upward move, and does this company have more upside this year? Somewhat puzzling. Would you buy at these levels? Thanks.

Upvote 2

Read Answer Asked by Neeraj on January 06, 2026

• Constellation Software Inc. (CSU $2,549.45)
  • $2,549.45 P/E (TTM): 78.8X Cap: $54.41B
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Q: At what price would CSU be considered a value play?

Upvote 8

Read Answer Asked by Terry on January 06, 2026

• iShares India Index ETF (XID $42.08)
  • $42.08 P/E (TTM): 19.17X Cap: $130M
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Q: I just noticed this ETF sold off hard on December 30,couldn’t find out why ,do you have any thoughts on this ETF would this be a good entry point or a red flag …Thanks and Happy New Year.

Upvote 2

Read Answer Asked by Greg on January 06, 2026

• Amerigo Resources Ltd. (ARG $4.76)
  • $4.76 P/E (TTM): 17.74X Cap: $812M
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Q: Are you bullish on copper over the next 3-5 years and by extension Amerigo Resources as an investment, or are there other copper plays that you prefer.

Upvote 3

Read Answer Asked by Greg on January 06, 2026

• Descartes Systems Group Inc. (The) (DSG $99.08)
  • $99.08 P/E (TTM): 42.36X Cap: $8.40B
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• Kinaxis Inc. (KXS $135.50)
  • $135.50 P/E (TTM): 40.66X Cap: $3.77B
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Q: Which one has the most growth potential in the next 2 years. DSG is cheaper and larger.
Thanks Stephen

Upvote 5

Read Answer Asked by Stephen on January 06, 2026

Q: Hi Peter and Team,

My question isn’t about recent geopolitical events, since I need to re-balance our portfolio in accordance with the recommendations given in 5i’s Portfolio Analytics. Of the eleven TSX sectors, please give me your assessment of which sectors can be overweight and which sectors can be underweight going forward in 2026. I realize that this requires a ‘crystal ball’, but your experience over many market cycles is certainly superior to my own!

Thanks as always for your expertise. Happy New Year to all at 5i, as well as my fellow members of the 5i community.

Upvote 15

Read Answer Asked by Jerry on January 06, 2026

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $43.80)
  • $43.80 P/E (TTM): 1.18X Cap: $8.96B
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Q: I have set up A RESP for my grandchildren 18 months old (twins) and am thinking of investing in VIU. Would you agree with this approach for a long term hold? I have already invested in ZSP and XIC. Thank you.

Upvote 2

Read Answer Asked by Brian on January 06, 2026

• Miscellaneous (MISC)
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Q: Dear 5i
If i was to buy 10k worth of a US stock with CD dollars , would the Fx conversion costs be significantly more then if i bought the same US stock as a CDR considering a CDRs embedded fee`s ?
Thanks Bill C

Upvote 7

Read Answer Asked by Bill on January 06, 2026

• EnerSys (ENS $166.37)
  • $166.37 P/E (TTM): 20.38X Cap: $6.04B
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• Kratos Defense & Security Solutions Inc. (KTOS $89.30)
  • $89.30 P/E (TTM): 733.15X Cap: $15.84B
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• Synopsys Inc. (SNPS $427.18)
  • $427.18 P/E (TTM): 66.15X Cap: $82.11B
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• Tantalus Systems Holding Inc. (GRID $4.33)
  • $4.33 Cap: $229M
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• Applovin Corporation (APP $433.81)
  • $433.81 P/E (TTM): 23.54X Cap: $149.26B
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• Brookfield Corporation Class A Limited Voting Shares (BN $53.07)
  • $53.07 P/E (TTM): 80.1X Cap: $120.55B
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Q: Dear 5i
What would be your order of preference for the above noted stocks with regards to earnings growth over the next 3-4 years within either a non registered acct or a TFSA ?
Thanks
Bill C

Upvote 5

Read Answer Asked by Bill on January 06, 2026

• AeroVironment Inc. (AVAV $206.83)
  • $206.83 Cap: $10.77B
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• Kratos Defense & Security Solutions Inc. (KTOS $89.30)
  • $89.30 P/E (TTM): 733.15X Cap: $15.84B
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• AST SpaceMobile Inc. (ASTS $92.57)
  • $92.57 Cap: $34.66B
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• BlackSky Technology Inc. Class A (BKSY $24.33)
  • $24.33 Cap: $938M
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• Rocket Lab Corporation (RKLB $70.15)
  • $70.15 Cap: $39.56B
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• Karman Holdings Inc. (KRMN $97.22)
  • $97.22 P/E (TTM): 1486.57X Cap: $13.42B
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Q: Hello 5i, Happy New Year to all!!
Could you rank these high risk stocks for growth over the next 2-3 years?
Which would be your top three picks.
Thank you
Dave

Upvote 5

Read Answer Asked by Dave on January 06, 2026

• Franco-Nevada Corporation (FNV $316.97)
  • $316.97 P/E (TTM): 53.82X Cap: $64.30B
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• Agnico Eagle Mines Limited (AEM $253.81)
  • $253.81 P/E (TTM): 23.79X Cap: $134.65B
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• Aris Mining Corporation (ARIS $22.20)
  • $22.20 P/E (TTM): 115.25X Cap: $4.98B
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Q: I have 0% exposure to gold, which has proven to be a mistake in the past 2 years. Is it too late to jump on the gold wagon?
If yes, which companies do you recommend? Please give 3 names. Thank you very much.

Upvote 7

Read Answer Asked by Anh on January 06, 2026

• Nations Royalty Corp. (NRC $0.94)
  • $0.94 Cap: $167M
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Q: Can you explain what this royalty company does and what, if any, the reason to buy it would be? It doesn’t seem comparable to other royalty companies.

Upvote 2

Read Answer Asked by Scott on January 06, 2026

• Strategy Inc (MSTR $136.86)
  • $136.86 Cap: $46.91B
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• Harvest Strategy Inc. High Income Shares ETF (MSTY $3.59)
  • $3.59 P/E (TTM): 11.69X Cap: $57M
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Q: When bitcoin starts to move up more significantly, which one of these 2 stocks is likely to move up more rapidly? And why or why not?

Thank you.

Upvote 1

Read Answer Asked by Donald on January 06, 2026