Investment Q&A

• HP Inc. (HPQ $19.37)
  • $19.37 P/E (TTM): 7.42X Cap: $18.03B
  • View HPQ Profile
  • View Questions on HPQ

Q: Hp sure has had a big drop. The dividend looks interesting. Thoughts on HPQ overall and if the 6.3% dividend is safe. Any other red flags ?

Upvote 2

Read Answer Asked by Randy on February 02, 2026

• Freeport-McMoRan Inc. (FCX $64.00)
  • $64.00 P/E (TTM): 42.43X Cap: $87.11B
  • View FCX Profile
  • View Questions on FCX
• Lundin Mining Corporation (LUN $34.75)
  • $34.75 Cap: $28.65B
  • View LUN Profile
  • View Questions on LUN
• Capstone Copper Corp. (CS $16.17)
  • $16.17 P/E (TTM): 28.25X Cap: $12B
  • View CS Profile
  • View Questions on CS
• Ivanhoe Mines Ltd. (IVN $17.85)
  • $17.85 P/E (TTM): 54.92X Cap: $23.86B
  • View IVN Profile
  • View Questions on IVN

Q: I'm looking to get exposure to copper. What are your thoughts on IVN? Is this a good entry point? If not, what is your favorite copper name in this sector?

Upvote 7

Read Answer Asked by Rob on February 02, 2026

• Freeport-McMoRan Inc. (FCX $64.00)
  • $64.00 P/E (TTM): 42.43X Cap: $87.11B
  • View FCX Profile
  • View Questions on FCX
• Lundin Mining Corporation (LUN $34.75)
  • $34.75 Cap: $28.65B
  • View LUN Profile
  • View Questions on LUN
• Capstone Copper Corp. (CS $16.17)
  • $16.17 P/E (TTM): 28.25X Cap: $12B
  • View CS Profile
  • View Questions on CS
• Global X Copper Miners ETF (COPX $89.12)
  • $89.12 P/E (TTM): 34.02X Cap: $7.09B
  • View COPX Profile
  • View Questions on COPX

Q: Hi 5i,
With electrification of Industry etc. and the build out of data centres, would you consider this to be an okay time to invest in Copper given the recent run-up? Or wait for consolidation?
If so, what would be the best way (which stocks, etf's etc.) to invest?

Upvote 6

Read Answer Asked by Brian on February 02, 2026

• Cardinal Energy Ltd. (CJ $9.51)
  • $9.51 P/E (TTM): 19.56X Cap: $1.50B
  • View CJ Profile
  • View Questions on CJ

Q: What is your view on the cardinal deal? I am a little disappointed

Upvote 2

Read Answer Asked by Andre on February 02, 2026

Q: It seems to me that the big Canadian banks are high. Could you please tell me how current P/Es compare with historical averages ?? Thanks Jim

Upvote 3

Read Answer Asked by jim on February 02, 2026

• EnerSys (ENS $176.12)
  • $176.12 P/E (TTM): 21.34X Cap: $6.34B
  • View ENS Profile
  • View Questions on ENS
• Nextpower Inc. (NXT $123.15)
  • $123.15 P/E (TTM): 31.52X Cap: $18.02B
  • View NXT Profile
  • View Questions on NXT

Q: Hi 5i,
What would be your choice today between these 2 US companies in a TFSA?
Please provide your thoughts/reasoning.
Thanks.

Upvote 8

Read Answer Asked by Brian on February 02, 2026

• Mondelez International Inc. (MDLZ $59.28)
  • $59.28 P/E (TTM): 31.76X Cap: $76.93B
  • View MDLZ Profile
  • View Questions on MDLZ
• AbbVie Inc. (ABBV $222.63)
  • $222.63 P/E (TTM): 170.56X Cap: $394.88B
  • View ABBV Profile
  • View Questions on ABBV
• Archer-Daniels-Midland Company (ADM $66.30)
  • $66.30 P/E (TTM): 26.64X Cap: $31.87B
  • View ADM Profile
  • View Questions on ADM
• Colgate-Palmolive Company (CL $93.70)
  • $93.70 P/E (TTM): 26.52X Cap: $76.09B
  • View CL Profile
  • View Questions on CL
• General Mills Inc. (GIS $47.60)
  • $47.60 P/E (TTM): 9.05X Cap: $25.54B
  • View GIS Profile
  • View Questions on GIS
• Johnson & Johnson (JNJ $238.50)
  • $238.50 P/E (TTM): 23.17X Cap: $578.20B
  • View JNJ Profile
  • View Questions on JNJ
• Coca-Cola Company (The) (KO $77.84)
  • $77.84 P/E (TTM): 26.26X Cap: $339.95B
  • View KO Profile
  • View Questions on KO
• Procter & Gamble Company (The) (PG $156.73)
  • $156.73 P/E (TTM): 23.24X Cap: $369.91B
  • View PG Profile
  • View Questions on PG
• Diageo plc (DEO $96.23)
  • $96.23 P/E (TTM): 22.24X Cap: $53.33B
  • View DEO Profile
  • View Questions on DEO
• Nestle SA ADR (NSRGY $102.06)
  • $102.06 P/E (TTM): 1.49X Cap: $266.87B
  • View NSRGY Profile
  • View Questions on NSRGY

Q: Hi 5i, looking to upgrade my consumer goods stock buy selling Deo, gis and buying Nsrgy and mdlz. What do you think of this move and what would be a good entrance price. These companies are bigger and more diversified. Are there any other companies with a dividend worth looking at? Thank you for your service!

Upvote 2

Read Answer Asked by Mark on February 02, 2026

• Equinix Inc. (EQIX $855.19)
  • $855.19 P/E (TTM): 78.02X Cap: $83.27B
  • View EQIX Profile
  • View Questions on EQIX
• Energy Transfer LP (ET $17.97)
  • $17.97 P/E (TTM): 14.35X Cap: $61.59B
  • View ET Profile
  • View Questions on ET
• Digital Realty Trust Inc. (DLR $170.30)
  • $170.30 P/E (TTM): 44.46X Cap: $58.95B
  • View DLR Profile
  • View Questions on DLR
• MPLX LP Representing Limited Partner Interests (MPLX $54.64)
  • $54.64 P/E (TTM): 11.86X Cap: $55.86B
  • View MPLX Profile
  • View Questions on MPLX
• LXP Industrial Trust (Maryland REIT) (LXP $51.39)
  • $51.39 P/E (TTM): 27.46X Cap: $2.93B
  • View LXP Profile
  • View Questions on LXP
• Western Midstream Partners LP Representing Limited Partner Interests (WES $41.29)
  • $41.29 P/E (TTM): 12.2X Cap: $16.77B
  • View WES Profile
  • View Questions on WES
• Broadstone Net Lease Inc. (BNL $19.10)
  • $19.10 P/E (TTM): 41.87X Cap: $3.66B
  • View BNL Profile
  • View Questions on BNL

Q: Relating to ongoing AI buildout. I have exposure to the power generation side through Brookfield Renewable (BEP.UN), Duke Energy (DUK), and Constellation Energy (CEG), maybe some overlap here.

Given that I am effectively covered on green power, regulated utilities, and nuclear baseload, what are the best complementary high-yield blue chips in Data Center REITs, midstream energy, or industrial supply chain that would diversify my AI exposure without duplicating my existing utility holdings?" I was thinking
Realty Income for physical space. It has high yield however may not play in that space, but what about DLR for eg to compliment (lower yield however)

Upvote 2

Read Answer Asked by Harry on February 02, 2026

• Meta Platforms Inc. (META $674.05)
  • $674.05 P/E (TTM): 29.29X Cap: $1.67T
  • View META Profile
  • View Questions on META
• Microsoft Corporation (MSFT $411.59)
  • $411.59 P/E (TTM): 28.53X Cap: $2.97T
  • View MSFT Profile
  • View Questions on MSFT
• Chubb Limited (CB $331.58)
  • $331.58 P/E (TTM): 13.82X Cap: $130.25B
  • View CB Profile
  • View Questions on CB
• D.R. Horton Inc. (DHI $154.32)
  • $154.32 P/E (TTM): 13.48X Cap: $45.27B
  • View DHI Profile
  • View Questions on DHI
• Johnson & Johnson (JNJ $238.50)
  • $238.50 P/E (TTM): 23.17X Cap: $578.20B
  • View JNJ Profile
  • View Questions on JNJ
• Toronto-Dominion Bank (The) (TD $132.81)
  • $132.81 P/E (TTM): 11.28X Cap: $225.33B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $104.72)
  • $104.72 P/E (TTM): 25.63X Cap: $129.49B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Constellation Software Inc. (CSU $2,387.79)
  • $2,387.79 P/E (TTM): 55.68X Cap: $51.58B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Intact Financial Corporation (IFC $263.43)
  • $263.43 P/E (TTM): 21.73X Cap: $46.37B
  • View IFC Profile
  • View Questions on IFC
• Alimentation Couche-Tard Inc. (ATD $78.81)
  • $78.81 P/E (TTM): 20.58X Cap: $72.89B
  • View ATD Profile
  • View Questions on ATD
• Brookfield Corporation Class A Limited Voting Shares (BN $63.06)
  • $63.06 P/E (TTM): 88.7X Cap: $138.55B
  • View BN Profile
  • View Questions on BN

Q: The market keeps going up with high valuations for many stocks. What are your current top 5 Canadian and 5 US stocks with high convictions, good valuation and growth for the next 3 to 5 yeas in TFSA account. Please provide your rationale for each pick with risk level (H, M, L) and entry price if possible. Thanks.

Upvote 23

Read Answer Asked by CP on February 02, 2026

• PHX Energy Services Corp. (PHX $8.76)
  • $8.76 P/E (TTM): 7.88X Cap: $390M
  • View PHX Profile
  • View Questions on PHX

Q: I was very unexpectedly "stopped out" of my holdings in PHX today though, thankfully, not at the low. Can you explain why there was such an unpleasant (i.e. approximately 9%) swing in the PHX price this morning?

Upvote 1

Read Answer Asked by David on February 02, 2026

• Enghouse Systems Limited (ENGH $17.82)
  • $17.82 P/E (TTM): 13.5X Cap: $982M
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH
• Open Text Corporation (OTEX $34.11)
  • $34.11 P/E (TTM): 12.89X Cap: $8.63B
  • View OTEX Profile
  • View Questions on OTEX

Q: On Jan 19, in a question by David, you stated that both DSG and OTEX did not have a dividend. Globe & Mail has that OTEX does have a dividend. Please advise if you need to correct your response. G&M advised "OpenText Corp. OTEX-T has named former IBM executive Ayman Antoun as chief executive, effective April 20. 2026" Is this a good move by OTEX? Does it change your impression of potential of OTEX?

Upvote 3

Read Answer Asked by David on February 02, 2026

• EchoStar Corporation (SATS $113.83)
  • $113.83 Cap: $31.86B
  • View SATS Profile
  • View Questions on SATS
• MDA Space Ltd. (MDA $36.01)
  • $36.01 P/E (TTM): 40.59X Cap: $4.35B
  • View MDA Profile
  • View Questions on MDA

Q: MDA falling fast, lawsuit, what to do now?

Thank you.

Upvote 2

Read Answer Asked by Ross on February 02, 2026

• AstraZeneca PLC (AZN $189.89)
  • $189.89 P/E (TTM): 35.58X Cap: $595.42B
  • View AZN Profile
  • View Questions on AZN

Q: Further to my question about AZN's change in share price: why would the new NYSE listing create a doubling of the share price? My number of shares hasn't changed - is it going to be cut in half?

Upvote 2

Read Answer Asked by chris on February 02, 2026

• AstraZeneca PLC (AZN $189.89)
  • $189.89 P/E (TTM): 35.58X Cap: $595.42B
  • View AZN Profile
  • View Questions on AZN

Q: What is going on with AstraZeneca this morning? On Friday it closed at 92.77, and the quote this morning on my BMO Investorline site as well as the TMX Money page and your own quote is 187.10. I don't see any news, in fact if I try to open the TMX page for AZN, it says "page does not exist".

Upvote 2

Read Answer Asked by chris on February 02, 2026

• Tantalus Systems Holding Inc. (GRID $5.44)
  • $5.44 Cap: $282M
  • View GRID Profile
  • View Questions on GRID

Q: Could you tell me the breakdown of their earnings between parts and equipment sales as opposed to software earnings if any,also your thoughts on the company’s management,debt and growth and would you be a buyer here …Thanks

Upvote 7

Read Answer Asked by Greg on February 02, 2026

• Constellation Software Inc. (CSU $2,387.79)
  • $2,387.79 P/E (TTM): 55.68X Cap: $51.58B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Tesla Inc. (TSLA $419.28)
  • $419.28 P/E (TTM): 274.07X Cap: $1.54T
  • View TSLA Profile
  • View Questions on TSLA
• Palantir Technologies Inc. (PLTR $144.13)
  • $144.13 P/E (TTM): 323.57X Cap: $323.90B
  • View PLTR Profile
  • View Questions on PLTR

Q: I would like to add to an existing position in one of CSU, TSLA or PLTR for a long term hold. Which would you suggest and why.

Thanks

Upvote 13

Read Answer Asked by Joel on February 02, 2026

• CI Energy Giants Covered Call ETF (NXF.B $8.10)
  • $8.10 P/E (TTM): 11.72X Cap: $30M
  • View NXF.B Profile
  • View Questions on NXF.B

Q: NXF.B appears to have a cycle. When it is up it is up for about 1 month to two. Then it drops slightly under what I paid for it. This lasts for about two years. Then it goes up for 1 -2 months again. It is up now. Should I sell and wait untill it drops again or just keep holding for income? 80 yr old investing for income with individual stockd and some covered call ETF's with a ten year time frame. I hold individual stocks included in the ETF.

Upvote 1

Read Answer Asked by STANLEY on February 02, 2026

• Purpose Global Flexible Credit Fund (FLX.B $8.53)
  • $8.53 Cap: $4M
  • View FLX.B Profile
  • View Questions on FLX.B
• iShares Flexible Monthly Income ETF (XFLI $39.80)
  • $39.80 P/E (TTM): 22.7X Cap: $434M
  • View XFLI Profile
  • View Questions on XFLI

Q: I am interested in these for steady income while limiting capital losses in an RRSP. Your thoughts on both in terms of quality and ability to withstand a downturn?

Upvote 2

Read Answer Asked by Randy on February 02, 2026

Q: What's going on.
We just published a new article on the 5i Research blog.
Market, Model Portfolio, Podcast Episode, and Report Updates!
Can't view this without Spotify?

Upvote 7

Read Answer Asked by Madeline on February 02, 2026

• Kelt Exploration Ltd. (KEL $8.16)
  • $8.16 P/E (TTM): 28.61X Cap: $1.59B
  • View KEL Profile
  • View Questions on KEL
• Cipher Pharmaceuticals Inc. (CPH $14.40)
  • $14.40 P/E (TTM): 15.45X Cap: $365M
  • View CPH Profile
  • View Questions on CPH
  • View Reports on CPH
• Firan Technology Group Corporation (FTG $15.35)
  • $15.35 P/E (TTM): 34.88X Cap: $377M
  • View FTG Profile
  • View Questions on FTG
  • View Reports on FTG
• EQB Inc. (EQB $115.65)
  • $115.65 P/E (TTM): 17.24X Cap: $4.29B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• HIVE Digital Technologies Ltd. (HIVE.WT $0.01)
  • View HIVE.WT Profile
  • View Questions on HIVE.WT
• Tantalus Systems Holding Inc. (GRID $5.44)
  • $5.44 Cap: $282M
  • View GRID Profile
  • View Questions on GRID

Q: I have yet to purchase these equities for my portfolio. With only upside potential/recovery out of the gate as the only criteria, in what order would you add them. I do have a tendency to hold for quite a while.

Thank You for your great service

Upvote 6

Read Answer Asked by Clarence on February 02, 2026