Investment Q&A

• Alphabet Inc. (GOOG $318.51)
  • $318.51 P/E (TTM): 29.89X Cap: $3.92T
  • View GOOG Profile
  • View Questions on GOOG
• Micron Technology Inc. (MU $373.50)
  • $373.50 P/E (TTM): 52.0X Cap: $431.63B
  • View MU Profile
  • View Questions on MU
• JPMorgan Chase & Co. (JPM $318.16)
  • $318.16 P/E (TTM): 15.96X Cap: $876.84B
  • View JPM Profile
  • View Questions on JPM
• Teradyne Inc. (TER $304.73)
  • $304.73 P/E (TTM): 109.53X Cap: $48.55B
  • View TER Profile
  • View Questions on TER
• RTX Corporation (RTX $195.19)
  • $195.19 P/E (TTM): 40.79X Cap: $263.34B
  • View RTX Profile
  • View Questions on RTX

Q: Keeping current market conditions in mind and assuming we still have more downside to come, can you share 5 US and 5 Canadian stocks/ETFs on your shopping list? I'm not worried about diversification - just looking for your top picks regardless of sector overlap.

Thank you!

Upvote 24

Read Answer Asked by Gurdeep on February 05, 2026

Q: In a LIF account, I believe that dividend income, Canadian and US is not taxable, is this correct?
Are there circumstances where it would be, for example, in a Canadian ETF holding US stocks?
Thanks so much.

Upvote 3

Read Answer Asked by Catherine on February 05, 2026

• Southern Company (The) (SO $90.82)
  • $90.82 P/E (TTM): 22.41X Cap: $98.41B
  • View SO Profile
  • View Questions on SO

Q: Hi could you please give an update on SO - it’s kind of moved sideways in for quite awhile so wondering if you see it moving any time soon.

Thanks

Upvote 1

Read Answer Asked by Robert on February 05, 2026

• Boston Scientific Corporation (BSX $74.28)
  • $74.28 P/E (TTM): 40.79X Cap: $109.87B
  • View BSX Profile
  • View Questions on BSX

Q: Hello,

Can I please get your thoughts on the most recent quarter? Looking to add to my position here, thoughts?

Thanks.

Upvote 2

Read Answer Asked by Satish on February 05, 2026

• Patriot Battery Metals Inc. (PMET)
  • P/E (TTM): -21.5X Cap: $186M
  • View PMET Profile
  • View Questions on PMET

Q: Hello. What are your current thoughts on PMET? Can I get your analysis of recent drill results?

What assets do they own and what metals are they expected to produce and when?

Can you give me a summary of their current financial state?

Would you be a buyer?

Upvote 2

Read Answer Asked by Robert on February 05, 2026

• Halliburton Company (HAL $34.04)
  • $34.04 P/E (TTM): 23.17X Cap: $29.23B
  • View HAL Profile
  • View Questions on HAL
• CES Energy Solutions Corp. (CEU $15.29)
  • $15.29 P/E (TTM): 19.53X Cap: $3.22B
  • View CEU Profile
  • View Questions on CEU
• VanEck Oil Services ETF (OIH $368.40)
  • $368.40 P/E (TTM): 15.15X Cap: $2.18B
  • View OIH Profile
  • View Questions on OIH

Q: What would be your 3 favourite drillers/service companies in the US and Canada? Thanks.

Upvote 2

Read Answer Asked by Michael on February 05, 2026

Q: - what would your top recommendations be for the sectors basic materials, consumer staples, industrial and energy?

Upvote 11

Read Answer Asked by Robert on February 05, 2026

• Haivision Systems Inc. (HAI $9.03)
  • $9.03 Cap: $224M
  • View HAI Profile
  • View Questions on HAI

Q: What are your thoughts on Haivision? The 4th quarter results released on Jan 14th looked very strong, and the company turned a nice profit, with good revenue growth. The stock has increased about 60% since then. Is it worth a speculative buy here, or better to wait and see another couple of quarterly results?

Upvote 1

Read Answer Asked by Dan on February 05, 2026

• Dundee Corporation Class A Subordinate Voting Shares (DC.A $4.49)
  • $4.49 P/E (TTM): 3.35X Cap: $395M
  • View DC.A Profile
  • View Questions on DC.A
• DPM Metals Inc. (DPM $52.14)
  • $52.14 P/E (TTM): 21.42X Cap: $11.68B
  • View DPM Profile
  • View Questions on DPM

Q: Is Dundee Corp. a good way to invest in materials? Is it a well run company?
What exactly does it do?

Is DPM a well run mining company - what kind of metals does it mine?
Does it have a promising future - is it a good investment?
What is the relationship to Dundee Corp.

Upvote 1

Read Answer Asked by Reg on February 05, 2026

• Amazon.com Inc. (AMZN $207.08)
  • $207.08 P/E (TTM): 29.33X Cap: $2.24T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $318.51)
  • $318.51 P/E (TTM): 29.89X Cap: $3.92T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $413.00)
  • $413.00 P/E (TTM): 28.53X Cap: $3.07T
  • View MSFT Profile
  • View Questions on MSFT

Q: Hi There. Please correct me if I am wrong but I understand that Google, Microsoft and Amazon are stake holders of Anthropic. Can you please tell how much % ownership they have in Anthropic? Do you think this is a reasonable way of getting exposure to Anthropic? If yes, which stock if any would you purchase? Many thanks.

Upvote 6

Read Answer Asked by Ian on February 05, 2026

• Blackstone Inc. (BX $133.78)
  • $133.78 P/E (TTM): 37.16X Cap: $97.04B
  • View BX Profile
  • View Questions on BX
• Brookfield Corporation Class A Limited Voting Shares (BN $64.71)
  • $64.71 P/E (TTM): 88.7X Cap: $142.75B
  • View BN Profile
  • View Questions on BN

Q: Hi Team: Bx looks attractive after the recent pullback. Do you like the company?
Is this an opportuity to buy? How does it compare to Brookfield for long term growth and income? Thanks for all you do.
Gary

Upvote 2

Read Answer Asked by Gary on February 05, 2026

• iShares Expanded Tech-Software Sector ETF (IGV $85.41)
  • $85.41 P/E (TTM): 41.52X Cap: $7.02B
  • View IGV Profile
  • View Questions on IGV

Q: Hello Team 5i & Everyone!

I occasionally listen to Lance Robert's posts. Today was one of those days and anyone worried about the software sector may find part of this video interesting to watch. He answers a question from his audience about A.I. and the sell off in software stocks at the 15 minute mark approximately.

https://x.com/LanceRoberts/status/2019017021019894158?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet

Thank you,

Sandra

Upvote 3

Read Answer Asked by Sandra on February 05, 2026

• Sun Life Financial Inc. (SLF $88.76)
  • $88.76 P/E (TTM): 22.25X Cap: $48.74B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Power Corporation of Canada Subordinate Voting Shares (POW $65.03)
  • $65.03 P/E (TTM): 13.61X Cap: $41.55B
  • View POW Profile
  • View Questions on POW

Q: One of the factors I consider when comparing companies is Debt/Equity. 5i lists SLF as 7.16 and POW as 0.05. Could you please rationalize this difference for me.
Do you have a preference?

Upvote 3

Read Answer Asked by Doug on February 05, 2026

• Hamilton Enhanced Canadian Covered Call ETF (HDIV $21.53)
  • $21.53 P/E (TTM): 17.11X Cap: $1.32B
  • View HDIV Profile
  • View Questions on HDIV
• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.52)
  • $13.52 P/E (TTM): 15.01X Cap: $1.10B
  • View UMAX Profile
  • View Questions on UMAX

Q: UMAX has been going straight down since 2022. Time to let it go? I have individual utility stocks ( ACO.X, BIPC, BIP, BEP, CU, FTS,
H.TO ).
If so what dividend paying replacement would be suggested, or just keep it, or sell it and add to my winning covered call ETF's ( NXF, HDIV, HMAX, HYLD, IWO, NXF, QMAX, SMAX, VDC, VDY, XLY, ZQQ, ZRE, ZWE, ZWH.U)?
Healthy 80 year old value /dividend investor with stocks and ETF's in all sectors with an outlook of 5-10 YEARS (I hope).

Upvote 1

Read Answer Asked by STANLEY on February 05, 2026

• CI Tech Giants Covered Call ETF (TXF.B $29.16)
  • $29.16 P/E (TTM): 0.25X Cap: $78M
  • View TXF.B Profile
  • View Questions on TXF.B
• TD Global Technology Leaders Index ETF (TEC $50.73)
  • $50.73 P/E (TTM): 31.1X Cap: $3.31B
  • View TEC Profile
  • View Questions on TEC

Q: What ETF can you recommend that focuses on the tech giants but does NOT sell covered calls?

Upvote 2

Read Answer Asked by Donald on February 05, 2026

• Global X SuperDividend U.S. ETF (DIV $19.20)
  • $19.20 P/E (TTM): 14.18X Cap: $712M
  • View DIV Profile
  • View Questions on DIV

Q: Hi 5i,

Would a Canadian holding this ETF inside an RRSP be subject to extra taxes because of MLPs?

TIA!

Upvote 1

Read Answer Asked by Wayne on February 05, 2026

• Constellation Software Inc. (CSU $2,440.00)
  • $2,440.00 P/E (TTM): 55.68X Cap: $52.34B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Unless I am mistaken, I believe that CSU only reports GAAP earnings, yet every website I check seems to list their "adjusted" earnings. If this is in fact the case who exactly decides on these adjustments and comes up with the adjusted EPS figure?

Upvote 4

Read Answer Asked by Steven on February 05, 2026

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,346.03)
  • $2,346.03 P/E (TTM): 7.8X Cap: $49.44B
  • View FFH Profile
  • View Questions on FFH

Q: Fairfax Financial is down 14 percent YtD and it trades at a very low P/E around 8. What would stop you from making this a core holding when much of the market seems expensive?

Upvote 2

Read Answer Asked by Ray on February 05, 2026

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.54)
  • $172.54 P/E (TTM): 82.09X Cap: $209.03B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Hello Team,
Is SHOP a buy today for two year hold?
Many thanks!

Upvote 8

Read Answer Asked by Issaku on February 05, 2026

• Apple Inc. (AAPL $273.72)
  • $273.72 P/E (TTM): 37.28X Cap: $4.03T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $207.08)
  • $207.08 P/E (TTM): 29.33X Cap: $2.24T
  • View AMZN Profile
  • View Questions on AMZN
• Costco Wholesale Corporation (COST $970.86)
  • $970.86 P/E (TTM): 71.87X Cap: $442.79B
  • View COST Profile
  • View Questions on COST
• Meta Platforms Inc. (META $671.17)
  • $671.17 P/E (TTM): 29.29X Cap: $1.71T
  • View META Profile
  • View Questions on META
• Eli Lilly and Company (LLY $1,025.08)
  • $1,025.08 P/E (TTM): 51.77X Cap: $987.61B
  • View LLY Profile
  • View Questions on LLY
• Walmart Inc. (WMT $126.73)
  • $126.73 Cap: $1.02T
  • View WMT Profile
  • View Questions on WMT
• Enbridge Inc. (ENB $69.25)
  • $69.25 P/E (TTM): 26.29X Cap: $149.67B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• ARC Resources Ltd. (ARX $23.51)
  • $23.51 P/E (TTM): 5.65X Cap: $13.12B
  • View ARX Profile
  • View Questions on ARX
• Tourmaline Oil Corp. (TOU $60.91)
  • $60.91 P/E (TTM): 17.95X Cap: $23.92B
  • View TOU Profile
  • View Questions on TOU
• WSP Global Inc. (WSP $266.37)
  • $266.37 P/E (TTM): 39.76X Cap: $34.85B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Celestica Inc. (CLS $403.96)
  • $403.96 P/E (TTM): 50.01X Cap: $49.78B
  • View CLS Profile
  • View Questions on CLS
• TFI International Inc. (TFII $168.16)
  • $168.16 P/E (TTM): 31.16X Cap: $13.65B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.54)
  • $172.54 P/E (TTM): 82.09X Cap: $209.03B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• goeasy Ltd. (GSY $128.32)
  • $128.32 P/E (TTM): 9.56X Cap: $2.08B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Teradyne Inc. (TER $304.73)
  • $304.73 P/E (TTM): 109.53X Cap: $48.55B
  • View TER Profile
  • View Questions on TER
• Fortis Inc. (FTS $54.56)
  • $54.56 P/E (TTM): 21.13X Cap: $27.15B
  • View FTS Profile
  • View Questions on FTS
• Boyd Group Services Inc. (BYD $245.52)
  • $245.52 P/E (TTM): 235.95X Cap: $6.71B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD
• Nvidia CDR (CAD Hedged) (NVDA $42.63)
  • $42.63 P/E (TTM): 63.06X Cap: $6.30T
  • View NVDA Profile
  • View Questions on NVDA
• Costco CDR (CAD Hedged) (COST $43.68)
  • $43.68 P/E (TTM): 54.98X Cap: $606.98B
  • View COST Profile
  • View Questions on COST
• Microsoft CDR (CAD Hedged) (MSFT $29.43)
  • $29.43 P/E (TTM): 29.41X Cap: $4.19T
  • View MSFT Profile
  • View Questions on MSFT
• Alphabet CDR (CAD Hedged) (GOOG $51.60)
  • $51.60 P/E (TTM): 40.19X Cap: $5.32T
  • View GOOG Profile
  • View Questions on GOOG
• GE Vernova CDR (CAD Hedged) (GEV $53.82)
  • $53.82 P/E (TTM): 139.67X Cap: $295.08B
  • View GEV Profile
  • View Questions on GEV

Q: Hi Group took some profits on Google (still hold 6%) any have some cash would like to pick 3 from the above list and start 3 new positions . Please give me you 3 to add to as well suggestions in 3 new positions Amazon Apple Meta i no longer have maybe they qualify

Better to add or start new positions is the question please list in order of preference in both Growth and value are the target thanks

Upvote 14

Read Answer Asked by Terence on February 05, 2026