Investment Q&A

• Constellation Software Inc. (CSU $2,477.22)
  • $2,477.22 P/E (TTM): 56.8X Cap: $52.49B
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• Dollarama Inc. (DOL $193.39)
  • $193.39 P/E (TTM): 41.47X Cap: $53.47B
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• Celestica Inc. (CLS $400.89)
  • $400.89 P/E (TTM): 44.88X Cap: $46.11B
  • View CLS Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $152.41)
  • $152.41 P/E (TTM): 84.06X Cap: $203.93B
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• 5N Plus Inc. (VNP $25.63)
  • $25.63 P/E (TTM): 40.6X Cap: $2.28B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $109.54)
  • $109.54 P/E (TTM): 47.6X Cap: $12.64B
  • View ATZ Profile
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• Kraken Robotics Inc. (PNG $7.50)
  • $7.50 P/E (TTM): 126.67X Cap: $2.29B
  • View PNG Profile
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• Trisura Group Ltd. (TSU $43.79)
  • $43.79 P/E (TTM): 17.45X Cap: $2.08B
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• Galaxy Digital Inc. Class A common stock (GLXY $23.04)
  • $23.04 Cap: $8.99B
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• Tantalus Systems Holding Inc. (GRID $5.23)
  • $5.23 Cap: $269M
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $72.23)
  • $72.23 P/E (TTM): 48.31X Cap: $7.82B
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Q: Good Day,

I have just started adding in to my cash account, which now has me considering tax ramifications. Since I am not looking to pay MORE taxes, what are some names you would suggest for a longer term hold with no or really low dividends and a long runway for growth. I have listed PNG GRID GRGD VNP and CLS. Would you add a couple other names and rank them with a comment on their preospects.

Thanks!

James

Upvote 15

Read Answer Asked by James on February 05, 2026

• Chubb Limited (CB $331.28)
  • $331.28 P/E (TTM): 13.76X Cap: $129.65B
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• Mastercard Incorporated (MA $551.89)
  • $551.89 P/E (TTM): 35.39X Cap: $495.59B
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• Merck & Company Inc. (MRK $119.75)
  • $119.75 P/E (TTM): 15.64X Cap: $297.22B
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• Procter & Gamble Company (The) (PG $158.61)
  • $158.61 P/E (TTM): 22.9X Cap: $368.60B
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• Visa Inc. (V $329.13)
  • $329.13 P/E (TTM): 32.35X Cap: $630.61B
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• Toronto-Dominion Bank (The) (TD $130.17)
  • $130.17 P/E (TTM): 11.14X Cap: $222.22B
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• Bank of Nova Scotia (The) (BNS $103.20)
  • $103.20 P/E (TTM): 25.09X Cap: $128.13B
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• Canadian National Railway Company (CNR $137.07)
  • $137.07 P/E (TTM): 18.35X Cap: $84.36B
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• Enbridge Inc. (ENB $69.14)
  • $69.14 P/E (TTM): 26.21X Cap: $150.81B
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• Intact Financial Corporation (IFC $265.02)
  • $265.02 P/E (TTM): 21.94X Cap: $47.12B
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• Hydro One Limited (H $55.49)
  • $55.49 P/E (TTM): 25.28X Cap: $33.28B
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• Exxon Mobil CDR (CAD Hedged) (XOM $26.56)
  • $26.56 P/E (TTM): 18.83X Cap: $844.74B
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Q: Hi 5i Team,

Can you suggest 5 Canadian and 5 US Value stocks that you would buy in order of high to low and the rational behind it. Please also include the entry price.

Thanks
Joe

Upvote 13

Read Answer Asked by Joe on February 05, 2026

• Constellation Software Inc. (CSU $2,477.22)
  • $2,477.22 P/E (TTM): 56.8X Cap: $52.49B
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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

• goeasy Ltd. (GSY $128.34)
  • $128.34 P/E (TTM): 9.39X Cap: $2.06B
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Q: Hi Guys what do you think about Goeasy Ltd is it a good buy ?

Upvote 7

Read Answer Asked by Jim on February 04, 2026

• Celestica Inc. (CLS $400.89)
  • $400.89 P/E (TTM): 44.88X Cap: $46.11B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $152.41)
  • $152.41 P/E (TTM): 84.06X Cap: $203.93B
  • View SHOP Profile
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• goeasy Ltd. (GSY $128.34)
  • $128.34 P/E (TTM): 9.39X Cap: $2.06B
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• TerraVest Industries Inc. (TVK $150.13)
  • $150.13 Cap: $3.25B
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• EQB Inc. (EQB $111.53)
  • $111.53 P/E (TTM): 16.81X Cap: $4.19B
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Q: Can you provide your 5 top Canadian growth companies (in order) along with where (price) you think they might be a year from now and 2 years from now. For each one, please provide a quick note on what makes each company so compelling and rate each with a confidence indicator (10 highest). I understand these are your best assessments of things at this time.

Upvote 24

Read Answer Asked on February 03, 2026

• Costco Wholesale Corporation (COST $989.29)
  • $989.29 P/E (TTM): 70.23X Cap: $439.11B
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• Chevron Corporation (CVX $179.23)
  • $179.23 P/E (TTM): 25.49X Cap: $364.91B
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• Deere & Company (DE $565.73)
  • $565.73 P/E (TTM): 30.66X Cap: $152.99B
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• Sherwin-Williams Company (The) (SHW $361.04)
  • $361.04 P/E (TTM): 35.99X Cap: $89.49B
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• Walmart Inc. (WMT $126.94)
  • $126.94 Cap: $1.01T
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• Exxon Mobil Corporation (XOM $146.08)
  • $146.08 P/E (TTM): 21.45X Cap: $616.04B
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• Suncor Energy Inc. (SU $72.72)
  • $72.72 P/E (TTM): 16.82X Cap: $86.53B
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• Canadian Natural Resources Limited (CNQ $51.90)
  • $51.90 P/E (TTM): 16.61X Cap: $108.11B
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• Loblaw Companies Limited (L $66.77)
  • $66.77 P/E (TTM): 8.28X Cap: $79.81B
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• Cenovus Energy Inc. (CVE $26.99)
  • $26.99 P/E (TTM): 16.1X Cap: $48.34B
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• Alimentation Couche-Tard Inc. (ATD $78.07)
  • $78.07 P/E (TTM): 20.74X Cap: $73.44B
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• TerraVest Industries Inc. (TVK $150.13)
  • $150.13 Cap: $3.25B
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• Nutrien Ltd. (NTR $93.15)
  • $93.15 P/E (TTM): 57.04X Cap: $45.02B
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• Linde plc (LIN $459.69)
  • $459.69 P/E (TTM): 31.7X Cap: $214.65B
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• Corteva Inc. (CTVA $72.47)
  • $72.47 P/E (TTM): 32.03X Cap: $48.97B
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• VanEck Agribusiness ETF (MOO $81.69)
  • $81.69 P/E (TTM): 23.07X Cap: $839M
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Q: Markets still look somewhat overevaluated and are volatile : what sector(s) could represent an entry point with no excessive risk actually , real estate looking interesting among others ?

Upvote 9

Read Answer Asked by Jean-Yves on February 03, 2026

• Galaxy Digital Inc. Class A common stock (GLXY $23.04)
  • $23.04 Cap: $8.99B
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Q: Comments on the quarter please. Market seems angry.

Upvote 7

Read Answer Asked by Jim on February 03, 2026

• Stella-Jones Inc. (SJ $97.51)
  • $97.51 P/E (TTM): 16.27X Cap: $5.35B
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Q: Anything moving SJ today? and would you be a buyer ? of a full position today?( no question credit please as SJ is covered by your reports.

Upvote 2

Read Answer Asked by blake on February 03, 2026

• Meta Platforms Inc. (META $670.21)
  • $670.21 P/E (TTM): 29.63X Cap: $1.69T
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• Microsoft Corporation (MSFT $393.67)
  • $393.67 P/E (TTM): 29.46X Cap: $2.92T
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• Chubb Limited (CB $331.28)
  • $331.28 P/E (TTM): 13.76X Cap: $129.65B
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• D.R. Horton Inc. (DHI $158.13)
  • $158.13 P/E (TTM): 13.65X Cap: $45.70B
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• Johnson & Johnson (JNJ $237.79)
  • $237.79 P/E (TTM): 22.63X Cap: $572.90B
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• Toronto-Dominion Bank (The) (TD $130.17)
  • $130.17 P/E (TTM): 11.14X Cap: $222.22B
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• Bank of Nova Scotia (The) (BNS $103.20)
  • $103.20 P/E (TTM): 25.09X Cap: $128.13B
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• Constellation Software Inc. (CSU $2,477.22)
  • $2,477.22 P/E (TTM): 56.8X Cap: $52.49B
  • View CSU Profile
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• Intact Financial Corporation (IFC $265.02)
  • $265.02 P/E (TTM): 21.94X Cap: $47.12B
  • View IFC Profile
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• Alimentation Couche-Tard Inc. (ATD $78.07)
  • $78.07 P/E (TTM): 20.74X Cap: $73.44B
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• Brookfield Corporation Class A Limited Voting Shares (BN $60.67)
  • $60.67 P/E (TTM): 90.08X Cap: $136.22B
  • View BN Profile
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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 22

Read Answer Asked by CP on February 02, 2026

• Enghouse Systems Limited (ENGH $17.86)
  • $17.86 P/E (TTM): 13.37X Cap: $977M
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• Open Text Corporation (OTEX $31.22)
  • $31.22 P/E (TTM): 12.08X Cap: $7.86B
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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

• Aritzia Inc. Subordinate Voting Shares (ATZ $109.54)
  • $109.54 P/E (TTM): 47.6X Cap: $12.64B
  • View ATZ Profile
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Q: I must have missed the news release that sent Atz shares from about 140 to 108 in the past few weeks.
What happened , any idea .

Upvote 3

Read Answer Asked by Leon on January 29, 2026

• Constellation Software Inc. (CSU $2,477.22)
  • $2,477.22 P/E (TTM): 56.8X Cap: $52.49B
  • View CSU Profile
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Q: Based on your recent comments, after a near 50 % drawdown from its peak, CSU stock should find a bottom soon. Could you please take a look at the price action, volume and technicals, during this week's trading, specially, last 3 days, if it confirms your assessment and would you recommend adding at current levels.

Thank You

Upvote 11

Read Answer Asked by rajeev on January 28, 2026

• Cameco Corporation (CCO $149.65)
  • $149.65 P/E (TTM): 129.6X Cap: $65.15B
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• Celestica Inc. (CLS $400.89)
  • $400.89 P/E (TTM): 44.88X Cap: $46.11B
  • View CLS Profile
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• State Street SPDR S&P Aerospace & Defense ETF (XAR $259.38)
  • $259.38 P/E (TTM): 4.74X Cap: $5.51B
  • View XAR Profile
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• MDA Space Ltd. (MDA $34.98)
  • $34.98 P/E (TTM): 43.81X Cap: $4.41B
  • View MDA Profile
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• Global X Defense Tech ETF (SHLD $70.97)
  • $70.97 P/E (TTM): 43.34X Cap: $6.94B
  • View SHLD Profile
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Q: Mark Carney made quite the splash with his recent speech. He seemed to be saying the old economic system is broken and will not return. (we can no longer depend on the world's super powers to play by the old rules.) If he is right (I think he is) what 3 Canadian companies could benefit the most from this new reality? Also, this new paradigm being global, what three global ETFs could benefit the most? Thanks as always for your guidance.

Upvote 19

Read Answer Asked by Les on January 27, 2026

• TFI International Inc. (TFII $164.94)
  • $164.94 P/E (TTM): 31.28X Cap: $13.57B
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Q: What's your view of TFII. This week there have been analyst ratings that aren't that good. Couple of holds and a sell (according to TD Research). Where do you think it will be in 6 months? How do you rate it - sell, hold or buy?

Upvote 6

Read Answer Asked on January 27, 2026

• Constellation Software Inc. (CSU $2,477.22)
  • $2,477.22 P/E (TTM): 56.8X Cap: $52.49B
  • View CSU Profile
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• WSP Global Inc. (WSP $259.83)
  • $259.83 P/E (TTM): 40.16X Cap: $35.06B
  • View WSP Profile
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• Celestica Inc. (CLS $400.89)
  • $400.89 P/E (TTM): 44.88X Cap: $46.11B
  • View CLS Profile
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• Thomson Reuters Corporation (TRI $120.95)
  • $120.95 P/E (TTM): 23.62X Cap: $56.88B
  • View TRI Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $152.41)
  • $152.41 P/E (TTM): 84.06X Cap: $203.93B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• goeasy Ltd. (GSY $128.34)
  • $128.34 P/E (TTM): 9.39X Cap: $2.06B
  • View GSY Profile
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  • View Reports on GSY
• Brookfield Infrastructure Partners L.P. (BIP.UN $50.78)
  • $50.78 P/E (TTM): 55.48X Cap: $23.42B
  • View BIP.UN Profile
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• 5N Plus Inc. (VNP $25.63)
  • $25.63 P/E (TTM): 40.6X Cap: $2.28B
  • View VNP Profile
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• Vitalhub Corp. (VHI $8.14)
  • $8.14 P/E (TTM): 166.86X Cap: $513M
  • View VHI Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $23.04)
  • $23.04 Cap: $8.99B
  • View GLXY Profile
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• Zoomd Technologies Ltd. (ZOMD $1.07)
  • $1.07 P/E (TTM): 4.9X Cap: $107M
  • View ZOMD Profile
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• Docebo Inc. (DCBO $26.11)
  • $26.11 P/E (TTM): 25.51X Cap: $750M
  • View DCBO Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $60.67)
  • $60.67 P/E (TTM): 90.08X Cap: $136.22B
  • View BN Profile
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• Lumine Group Inc. (LMN $20.21)
  • $20.21 P/E (TTM): 77.81X Cap: $5.18B
  • View LMN Profile
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Q: Hello
How would you rate the following in order for each group for a buy today at todays price for a 3 year hold on a scale of 1-10. With 1 being don't buy and 10 being a great buy.

Group 1
CSU
SHOP
CLS
BN
WSP
TRI
BIP.UN

Group 2
GSY
GLXY
LMN
VNP
ZOMD
VHI
DCBO

Thank you for letting me ask this question

Upvote 38

Read Answer Asked by John on January 26, 2026

• Alphabet Inc. (GOOG $331.33)
  • $331.33 P/E (TTM): 32.91X Cap: $3.99T
  • View GOOG Profile
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• Aritzia Inc. Subordinate Voting Shares (ATZ $109.54)
  • $109.54 P/E (TTM): 47.6X Cap: $12.64B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Kraken Robotics Inc. (PNG $7.50)
  • $7.50 P/E (TTM): 126.67X Cap: $2.29B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $6.03)
  • $6.03 P/E (TTM): 434.29X Cap: $636M
  • View ZDC Profile
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Q: Hello, I know 5i like the above and they have some good momentum lately, can you rate these going out for the next 3 years. Thanks as always,

Upvote 20

Read Answer Asked by Anthony on January 23, 2026

• Toronto-Dominion Bank (The) (TD $130.17)
  • $130.17 P/E (TTM): 11.14X Cap: $222.22B
  • View TD Profile
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• Bank of Nova Scotia (The) (BNS $103.20)
  • $103.20 P/E (TTM): 25.09X Cap: $128.13B
  • View BNS Profile
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  • View Reports on BNS
• Enbridge Inc. (ENB $69.14)
  • $69.14 P/E (TTM): 26.21X Cap: $150.81B
  • View ENB Profile
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  • View Reports on ENB
• Sun Life Financial Inc. (SLF $88.78)
  • $88.78 P/E (TTM): 22.41X Cap: $49.48B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Constellation Software Inc. (CSU $2,477.22)
  • $2,477.22 P/E (TTM): 56.8X Cap: $52.49B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Dollarama Inc. (DOL $193.39)
  • $193.39 P/E (TTM): 41.47X Cap: $53.47B
  • View DOL Profile
  • View Questions on DOL
• Celestica Inc. (CLS $400.89)
  • $400.89 P/E (TTM): 44.88X Cap: $46.11B
  • View CLS Profile
  • View Questions on CLS
• Thomson Reuters Corporation (TRI $120.95)
  • $120.95 P/E (TTM): 23.62X Cap: $56.88B
  • View TRI Profile
  • View Questions on TRI
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $152.41)
  • $152.41 P/E (TTM): 84.06X Cap: $203.93B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Hydro One Limited (H $55.49)
  • $55.49 P/E (TTM): 25.28X Cap: $33.28B
  • View H Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $23.04)
  • $23.04 Cap: $8.99B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Brookfield Corporation Class A Limited Voting Shares (BN $60.67)
  • $60.67 P/E (TTM): 90.08X Cap: $136.22B
  • View BN Profile
  • View Questions on BN

Q: Could you provide the top (and rank) 3 or 4 stocks from each of the Income, Balanced and Growth portfolios to buy today.
Thank you

Upvote 33

Read Answer Asked by Delbert on January 23, 2026

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.75)
  • $13.75 P/E (TTM): 6.96X Cap: $1.05B
  • View CPD Profile
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• BMO Covered Call Canadian Banks ETF (ZWB $25.47)
  • $25.47 P/E (TTM): 11.7X
  • View ZWB Profile
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• BMO Covered Call Utilities ETF (ZWU $11.56)
  • $11.56 P/E (TTM): 18.74X Cap: $2.06B
  • View ZWU Profile
  • View Questions on ZWU
• iShares Convertible Bond Index ETF (CVD $18.26)
  • $18.26 P/E (TTM): 36.5X Cap: $115M
  • View CVD Profile
  • View Questions on CVD
• BMO Canadian High Dividend Covered Call ETF (ZWC $20.96)
  • $20.96 P/E (TTM): 12.59X Cap: $2.03B
  • View ZWC Profile
  • View Questions on ZWC
• Mackenzie Floating Rate Income ETF (MFT $15.68)
  • $15.68 P/E (TTM): 90.29X Cap: $346M
  • View MFT Profile
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• Harvest Tech Achievers Growth & Income ETF (HTA $17.74)
  • $17.74 P/E (TTM): 32.54X Cap: $663M
  • View HTA Profile
  • View Questions on HTA
• Global X Canadian Oil and Gas Equity Covered Call ETF (ENCC $11.21)
  • $11.21 P/E (TTM): 6.67X Cap: $729M
  • View ENCC Profile
  • View Questions on ENCC

Q: Hello 5i team,
In several recent reports you recommended selling the full position in CPD, noting “better opportunities.” I also noticed that CVD and MFT were removed from your model portfolios earlier.
Given this shift away from preferred-share ETFs, do you think a combination of ZWU, ENCC, ZWB, and HTA would serve as a reasonably balanced substitute for a moderate‑risk, slightly income‑oriented allocation? Or would you suggest broader diversification?
Thank you for your insights!

Upvote 6

Read Answer Asked by Borys on January 22, 2026

• WSP Global Inc. (WSP $259.83)
  • $259.83 P/E (TTM): 40.16X Cap: $35.06B
  • View WSP Profile
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• Stantec Inc. (STN $135.81)
  • $135.81 P/E (TTM): 32.42X Cap: $15.49B
  • View STN Profile
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• Bird Construction Inc. (BDT $30.06)
  • $30.06 P/E (TTM): 18.16X Cap: $1.66B
  • View BDT Profile
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• AtkinsRéalis Group Inc. (ATRL $100.47)
  • $100.47 P/E (TTM): 7.14X Cap: $16.65B
  • View ATRL Profile
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Q: Would you consider BDT a reasonable compliment to WSP/STN/ATRL? Of the latter 3, which would be your 2 favourites? Thanks for your response.

Upvote 5

Read Answer Asked by Michael on January 22, 2026

• Canadian National Railway Company (CNR $137.07)
  • $137.07 P/E (TTM): 18.35X Cap: $84.36B
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• Canadian Pacific Kansas City Limited (CP $108.31)
  • $108.31 P/E (TTM): 23.63X Cap: $97.56B
  • View CP Profile
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• Tesla Inc. (TSLA $397.21)
  • $397.21 P/E (TTM): 270.67X Cap: $1.49T
  • View TSLA Profile
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• Nutrien Ltd. (NTR $93.15)
  • $93.15 P/E (TTM): 57.04X Cap: $45.02B
  • View NTR Profile
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Q: Canada and China have reportedly reached a tariff-related trade understanding, what stocks will you suggest to buy?

Upvote 7

Read Answer Asked by kwokwai on January 21, 2026