Investment Q&A

• VanEck Gold Miners ETF (GDX $103.94)
  • $103.94 P/E (TTM): 37.85X Cap: $32.93B
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• Kraken Robotics Inc. (PNG $7.39)
  • $7.39 P/E (TTM): 123.17X Cap: $2.26B
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• HIVE Digital Technologies Ltd. (HIVE $3.03)
  • $3.03 P/E (TTM): 18.6X Cap: $755M
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• Galaxy Digital Inc. Class A common stock (GLXY $29.49)
  • $29.49 Cap: $11.51B
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• Tantalus Systems Holding Inc. (GRID $5.34)
  • $5.34 Cap: $274M
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• Electrovaya Inc. (ELVA $10.51)
  • $10.51 P/E (TTM): 110.59X Cap: $442M
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• Nebius Group N.V. (NBIS $98.01)
  • $98.01 Cap: $23.33B
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Q: Your firms conviction seems to have dropped recently?

Upvote 8

Read Answer Asked by Charles on January 12, 2026

Q: Can you please provide an opinion on EOSE related to help power the AI industry. Do you see revenue growing at a high rate with some visibility, or mainly hype?

Upvote 2

Read Answer Asked by Kel on January 12, 2026

Q: Hello
one of the speakers at market call BNN and another show by TD investment
both like the industrials for a nice year 2026
for Canadian
could you kindly let me know 3-4 names in the Canadian market they I could invest in?
I do have CNR, TF11 and WSP already,
many thanks
Michael

Upvote 9

Read Answer Asked by Michael on January 12, 2026

Q: In a response to Howard today about ENB, you refer to US oil companies viewing Venezuelan oil as "investible", while I think Exxon referred to it as "UNinvestible". That's a big difference. Was it only Exxon that had concerns?
Thank-you

Upvote 7

Read Answer Asked by grant on January 12, 2026

• Lam Research Corporation (LRCX $235.53)
  • $235.53 P/E (TTM): 48.36X Cap: $294.12B
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• NVIDIA Corporation (NVDA $182.81)
  • $182.81 P/E (TTM): 45.36X Cap: $4.44T
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• O'Reilly Automotive Inc. (ORLY $96.66)
  • $96.66 P/E (TTM): 4.72X Cap: $81.59B
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• Booking Holdings Inc. (BKNG $4,140.60)
  • $4,140.60 P/E (TTM): 26.97X Cap: $133.46B
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• AutoZone Inc. (AZO $3,858.16)
  • $3,858.16 P/E (TTM): 33.52X Cap: $63.92B
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• Mastercard Incorporated (MA $518.36)
  • $518.36 P/E (TTM): 31.38X Cap: $462.27B
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• Visa Inc. (V $314.08)
  • $314.08 P/E (TTM): 29.49X Cap: $601.78B
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• Tesla Inc. (TSLA $417.44)
  • $417.44 P/E (TTM): 386.52X Cap: $1.56T
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• Blackstone Inc. (BX $129.86)
  • $129.86 P/E (TTM): 37.21X Cap: $95.89B
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• Robinhood Markets Inc. (HOOD $75.97)
  • $75.97 P/E (TTM): 31.65X Cap: $68.31B
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• Nebius Group N.V. (NBIS $98.01)
  • $98.01 Cap: $23.33B
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Q: Hi 5i team!

To follow up on this question from Jan 5th (with a twist):

Please give me your top 3 sectors for 2026 (in order of preference) with top 3 picks for each sector for USA.

Also, when do you plan on releasing your AI blog article?

Thanks and wishing everyone a prosperous 2026!

Upvote 23

Read Answer Asked by Marco on January 12, 2026

• Global X Nasdaq-100 Covered Call ETF (QQCC $12.68)
  • $12.68 P/E (TTM): 28.44X Cap: $581M
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• Global X Enhanced Nasdaq-100 Covered Call ETF (QQCL $23.69)
  • $23.69 P/E (TTM): 34.11X Cap: $298M
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• JPMorgan US Equity Premium Income Active ETF (JEPI $25.70)
  • $25.70 P/E (TTM): 24.0X Cap: $271M
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• JPMorgan Nasdaq Equity Premium Income Active ETF (JEPQ $26.84)
  • $26.84 P/E (TTM): 27.57X Cap: $146M
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Q: Regarding the monthly distributions paid by these ETF's, are these subject to 15% witholding tax or net of them since the etf's trade in Canada? Thx

Upvote 7

Read Answer Asked by Tony on January 12, 2026

• TerraVest Industries Inc. (TVK $139.65)
  • $139.65 Cap: $3.02B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $210.89)
  • $210.89 P/E (TTM): 31.2X Cap: $2.50B
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• Topicus.com Inc. (TOI $85.28)
  • $85.28 P/E (TTM): 720.22X Cap: $7.18B
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• Lumine Group Inc. (LMN $18.30)
  • $18.30 P/E (TTM): 70.94X Cap: $4.69B
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Q: I need to sell some stocks for my 2026 RRIF mandatory withdrawal. Please help me to make better choices between TVK versus HPS.A and LMN versus TOI. Thank you for your great service. Bill.

Upvote 14

Read Answer Asked by Bill on January 12, 2026

Q: Hello Team 5i & Everyone,

Which chart do the big institutions use when it comes to dividend stocks, the version that adjusts data for dividends or not?

Thank you!

Sandra

Upvote 3

Read Answer Asked by Sandra on January 12, 2026

• Sprott Physical Copper Trust (COP.U $12.00)
  • $12.00 Cap: $119M
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Q: Clarification on my question on copper stocks and ETFs.
I copied and pasted that question. I am not sure how those numbers appeared.
My question was about investing in the metal itself and was not related to a specific stock.
Thank you.

Upvote 3

Read Answer Asked by Tulio on January 12, 2026

• RTX Corporation (RTX $200.06)
  • $200.06 P/E (TTM): 40.33X Cap: $268.53B
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Q: A little outside what you might otherwise consider, at least for this stock, but do you see the recent comments from Trump (ordering no dividends or buybacks) as a potentially significant problem the share price in RTX? Many thanks for your excellent service

Upvote 6

Read Answer Asked by Leonard on January 12, 2026

• JD.com Inc. (JD $27.14)
  • $27.14 P/E (TTM): 6.99X Cap: $39.44B
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• Ondas Inc (ONDS $9.31)
  • $9.31 Cap: $4.18B
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Q: Would you be comfortable at this time replacing JD with ONDS in a growth focused portfolio.

Upvote 1

Read Answer Asked by Timothy on January 12, 2026

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.88)
  • $153.88 P/E (TTM): 84.58X Cap: $200.67B
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• Tantalus Systems Holding Inc. (GRID $5.34)
  • $5.34 Cap: $274M
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Q: Hi Team,
I was thinking of trimming my large position of Shop to buy some Grid. Return potential wise for say a 10yr period is this a feasible idea? My thoughts are that Grid being so much smaller might have more multi bag potential than shop at its current mega cap status.

Thanks,
Shane

Upvote 7

Read Answer Asked by Shane on January 12, 2026

• Alphabet Inc. (GOOG $306.02)
  • $306.02 P/E (TTM): 28.31X Cap: $3.69T
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• Toronto-Dominion Bank (The) (TD $129.93)
  • $129.93 P/E (TTM): 11.11X Cap: $221.81B
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• Celestica Inc. (CLS $381.72)
  • $381.72 P/E (TTM): 46.63X Cap: $43.91B
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• Athabasca Oil Corporation (ATH $8.63)
  • $8.63 P/E (TTM): 9.59X Cap: $4.42B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.88)
  • $153.88 P/E (TTM): 84.58X Cap: $200.67B
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• goeasy Ltd. (GSY $121.58)
  • $121.58 P/E (TTM): 8.85X Cap: $1.95B
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• TerraVest Industries Inc. (TVK $139.65)
  • $139.65 Cap: $3.02B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $210.89)
  • $210.89 P/E (TTM): 31.2X Cap: $2.50B
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• Topicus.com Inc. (TOI $85.28)
  • $85.28 P/E (TTM): 720.22X Cap: $7.18B
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• Brookfield Corporation Class A Limited Voting Shares (BN $65.06)
  • $65.06 P/E (TTM): 95.84X Cap: $146.08B
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• Lumine Group Inc. (LMN $18.30)
  • $18.30 P/E (TTM): 70.94X Cap: $4.69B
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Q: Hello Team,

Are you able to rank the above companies for the greatest appreciation over the next 3 years in your opinion. Thanks.

Upvote 38

Read Answer Asked by Kevin on January 12, 2026

• EnerSys (ENS $179.20)
  • $179.20 P/E (TTM): 22.21X Cap: $6.60B
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• Kratos Defense & Security Solutions Inc. (KTOS $89.06)
  • $89.06 P/E (TTM): 685.08X Cap: $15.16B
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Q: Hi folks. Which would you prefer - KTOS or ENS - for short term growth? Thanks so much in advance.

Upvote 2

Read Answer Asked by Judith on January 12, 2026

• Enbridge Inc. (ENB $73.30)
  • $73.30 P/E (TTM): 28.03X Cap: $159.88B
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Q: Will the revival of the Venezuelan oil industry have a significant negative impact on Enbridge?

Thank you.

Very much appreciate the insight you provide and the spirit in which it is communicated.

Howard

Upvote 14

Read Answer Asked by Howard on January 12, 2026

Q: Hello, The Sprott Physical Silver Trust quotes in USD, but when you go to buy on the TSX it converts to CAD. If you don't have a USD account, then the order execution is in CAD funds, etc. Do you foresee this as an issue, or do you only recommend this fund if buying in USD. Is there a separation with the fund for USD and CAD denominated holdings. What is your recommendation on method to buy this fund. I did buy a position already in the CAD converted option.

Upvote 3

Read Answer Asked by william on January 12, 2026

• BMO Equal Weight Banks Index ETF (ZEB $59.83)
  • $59.83 P/E (TTM): 15.25X Cap: $5.18B
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• TD Canadian Equity Index ETF (TTP $38.00)
  • $38.00 P/E (TTM): 12.93X Cap: $5.10B
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• Vanguard S&P 500 Index ETF (VFV $165.25)
  • $165.25 P/E (TTM): 26.01X Cap: $28B
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• Vanguard Global Dividend Fund Series F (VIC200 $17.25)
  • $17.25 P/E (TTM): 11.5X
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Q: I'm looking for a lo-volatilty ETF with some growth for a long term hold. Which would u recommend or do you have a better option?

Upvote 2

Read Answer Asked by Graeme on January 12, 2026

• TD Q Global Dividend ETF (TQGD $23.85)
  • $23.85 P/E (TTM): 19.79X Cap: $620M
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Q: Greetings 5i,

Your thoughts on this etf for a TD customer in a tfsa. Building the wife's portfolio with safer broader market products as we get 10 years out from retirement. What would be your max % for this product in such a portfolio? What other etfs might you consider for a portfolio 10 years out from the big day? I realize you cant personalize advice but I would like your / the industries general thoughts on the subject. Take as many credits as you need,

Cheers!

Upvote 4

Read Answer Asked by Duane on January 12, 2026

• BMO Short-Term US IG Corporate Bond Hedged to CAD Index ETF (ZSU $13.42)
  • $13.42 Cap: $315M
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• TD Select U.S. Short Term Corporate Bond Ladder ETF (TUSB $14.22)
  • $14.22 Cap: $47M
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Q: Great service. Do you foresee a buyer strike on US Treasuries given recent Trump activity and comments surrounding Venezuela, Greenland and others. If so, would this cause rates to rise? Is this a real concern or just paranoia on my part? It seems Europe, China and others cannot compete militarily but may begin to use economic leverage against the US. Thank you for your insights.

Upvote 5

Read Answer Asked by Curtis on January 12, 2026

• AXT Inc (AXTI $24.24)
  • $24.24 Cap: $1.26B
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Q: Your take on this company please
Is it still buyable?

Upvote 1

Read Answer Asked by JR on January 12, 2026