Investment Q&A

• General Dynamics Corporation (GD $356.68)
  • $356.68 P/E (TTM): 23.72X Cap: $96.34B
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• Lockheed Martin Corporation (LMT $597.27)
  • $597.27 P/E (TTM): 33.07X Cap: $137.66B
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• Northrop Grumman Corporation (NOC $689.13)
  • $689.13 P/E (TTM): 24.12X Cap: $97.80B
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• CAE Inc. (CAE $45.30)
  • $45.30 P/E (TTM): 33.82X Cap: $14.82B
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• AeroVironment Inc. (AVAV $306.94)
  • $306.94 Cap: $15.45B
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• Kraken Robotics Inc. (PNG $8.97)
  • $8.97 P/E (TTM): 133.17X Cap: $2.74B
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• Kratos Defense & Security Solutions Inc. (KTOS $112.67)
  • $112.67 P/E (TTM): 875.77X Cap: $19.93B
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• RTX Corporation (RTX $199.46)
  • $199.46 P/E (TTM): 40.32X Cap: $269.87B
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• Palantir Technologies Inc. (PLTR $157.35)
  • $157.35 P/E (TTM): 395.0X Cap: $375.03B
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• MDA Space Ltd. (MDA $41.11)
  • $41.11 P/E (TTM): 43.01X Cap: $5.19B
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• Karman Holdings Inc. (KRMN $115.29)
  • $115.29 P/E (TTM): 1594.43X Cap: $14.99B
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Q: what would your top 10 defense stocks be?

Upvote 18

Read Answer Asked by hal on January 28, 2026

• iShares S&P/TSX Capped Financials Index ETF (XFN $76.96)
  • $76.96 P/E (TTM): 12.38X Cap: $1.97B
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• BMO Equal Weight Banks Index ETF (ZEB $58.14)
  • $58.14 P/E (TTM): 11.77X Cap: $5.58B
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• iShares S&P/TSX 60 Index ETF (XIU $48.30)
  • $48.30 P/E (TTM): 16.81X Cap: $21.75B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $72.12)
  • $72.12 P/E (TTM): 54.66X Cap: $728M
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• CI Morningstar Canada Momentum Index ETF (WXM $46.94)
  • $46.94 P/E (TTM): 16.84X Cap: $963M
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• Amplify Cybersecurity ETF (HACK $80.25)
  • $80.25 P/E (TTM): 38.72X Cap: $2.09B
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• iShares MSCI USA Momentum Factor ETF (MTUM $260.09)
  • $260.09 P/E (TTM): 28.26X Cap: $21.58B
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• VanEck Vectors Semiconductor ETF (SMH $416.63)
  • $416.63 P/E (TTM): 35.18X Cap: $45.07B
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• Fundstrat Granny Shots US Large Cap ETF (GRNY $25.77)
  • $25.77 P/E (TTM): 28.88X Cap: $4.33B
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• Defiance Quantum ETF (QTUM $120.80)
  • $120.80 P/E (TTM): 0.58X Cap: $3.68B
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Q: Hi, many investors DCA into index funds. If you were to choose five CDN and US quality long term compounders to DCA into that are going to beat the market over the next 5,10,15 years, what would they be? Thank you!

Upvote 1

Read Answer Asked by Keith on January 27, 2026

• Constellation Software Inc. (CSU $2,640.06)
  • $2,640.06 P/E (TTM): 62.06X Cap: $56.18B
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• WSP Global Inc. (WSP $269.68)
  • $269.68 P/E (TTM): 40.41X Cap: $35.17B
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• Celestica Inc. (CLS $467.12)
  • $467.12 P/E (TTM): 47.71X Cap: $52.02B
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• Thomson Reuters Corporation (TRI $158.91)
  • $158.91 P/E (TTM): 31.05X Cap: $71.79B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $188.59)
  • $188.59 P/E (TTM): 101.74X Cap: $243.10B
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• goeasy Ltd. (GSY $128.85)
  • $128.85 P/E (TTM): 9.43X Cap: $2.05B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $47.85)
  • $47.85 P/E (TTM): 52.91X Cap: $22.11B
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• 5N Plus Inc. (VNP $19.53)
  • $19.53 P/E (TTM): 27.9X Cap: $1.71B
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• Vitalhub Corp. (VHI $8.94)
  • $8.94 P/E (TTM): 175.88X Cap: $564M
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• Galaxy Digital Inc. Class A common stock (GLXY $43.26)
  • $43.26 Cap: $17.60B
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• Zoomd Technologies Ltd. (ZOMD $1.16)
  • $1.16 P/E (TTM): 4.99X Cap: $116M
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• Docebo Inc. (DCBO $25.17)
  • $25.17 P/E (TTM): 24.27X Cap: $723M
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.86)
  • $63.86 P/E (TTM): 92.37X Cap: $143.38B
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• Lumine Group Inc. (LMN $22.72)
  • $22.72 P/E (TTM): 91.69X Cap: $5.83B
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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 31

Read Answer Asked by John on January 26, 2026

• Alphabet Inc. (GOOG $336.28)
  • $336.28 P/E (TTM): 32.66X Cap: $4.03T
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• Aritzia Inc. Subordinate Voting Shares (ATZ $107.94)
  • $107.94 P/E (TTM): 50.85X Cap: $12.45B
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• Kraken Robotics Inc. (PNG $8.97)
  • $8.97 P/E (TTM): 133.17X Cap: $2.74B
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• Zedcor Inc. (ZDC $6.13)
  • $6.13 P/E (TTM): 421.43X Cap: $647M
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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

• Amazon.com Inc. (AMZN $243.01)
  • $243.01 P/E (TTM): 33.1X Cap: $2.61T
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• Broadcom Inc. (AVGO $333.24)
  • $333.24 P/E (TTM): 68.52X Cap: $1.57T
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• Meta Platforms Inc. (META $668.73)
  • $668.73 P/E (TTM): 28.68X Cap: $1.69T
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• Alphabet Inc. (GOOG $336.28)
  • $336.28 P/E (TTM): 32.66X Cap: $4.03T
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• Microsoft Corporation (MSFT $481.63)
  • $481.63 P/E (TTM): 32.09X Cap: $3.57T
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• Micron Technology Inc. (MU $435.28)
  • $435.28 P/E (TTM): 52.38X Cap: $461.72B
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• NVIDIA Corporation (NVDA $191.52)
  • $191.52 P/E (TTM): 45.87X Cap: $4.58T
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• Arista Networks Inc. (ANET $150.15)
  • $150.15 P/E (TTM): 52.49X Cap: $184.72B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $342.30)
  • $342.30 P/E (TTM): 46.35X Cap: $1.77T
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• VanEck Vectors Semiconductor ETF (SMH $416.63)
  • $416.63 P/E (TTM): 35.18X Cap: $45.07B
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• Vertiv Holdings LLC Class A (VRT $193.76)
  • $193.76 P/E (TTM): 68.35X Cap: $72.34B
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• Palantir Technologies Inc. (PLTR $157.35)
  • $157.35 P/E (TTM): 395.0X Cap: $375.03B
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• Tortoise AI Infrastructure (TCAI $34.88)
  • $34.88 P/E (TTM): 30.72X Cap: $58M
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Q: Hello Team 5i & Everyone,

With regard to the A.I. theme: If you had to pick 9 American stocks to watch that have been already running since 2023 because of A.I., which stocks would they be?

Nividia & Microsoft seem obvious. Maybe VST, AVGO… Gemini provided a list, but I’d like to know what you think please.

I find that the MAGS etf is a simple way to track the big tech stocks, but I’m not sure if the SMH etf would be too specific to track the A.I. stocks/theme?

Thank you for your help!

Sandra

Upvote 13

Read Answer Asked by Sandra on January 23, 2026

• Electrovaya Inc. (ELVA $14.41)
  • $14.41 P/E (TTM): 156.58X Cap: $621M
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Q: updated thoughts on ELVA? would you rate it a buy? how long a hold?

Upvote 1

Read Answer Asked by Judith on January 22, 2026

• Canadian National Railway Company (CNR $133.70)
  • $133.70 P/E (TTM): 18.71X Cap: $82.29B
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• Canadian Pacific Kansas City Limited (CP $97.28)
  • $97.28 P/E (TTM): 21.71X Cap: $87.63B
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• Tesla Inc. (TSLA $431.46)
  • $431.46 P/E (TTM): 299.57X Cap: $1.43T
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• Nutrien Ltd. (NTR $97.03)
  • $97.03 P/E (TTM): 54.88X Cap: $46.89B
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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

• FintechWerx International Software Services Inc. (WERX $2.79)
  • $2.79 Cap: $96M
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Q: Your last comments on this stock was Dec 10th2025. The stock has pretty much doubled since then What is your opinion today. Anything changing?

Upvote 1

Read Answer Asked by Guy R. on January 20, 2026

• Chewy Inc. Class A (CHWY $31.02)
  • $31.02 P/E (TTM): 64.98X Cap: $12.87B
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Q: Could I get an updated assessment on this company. Is it inexpensive relative to its historic PE's. Does expected growth make it an attractive buy at the current price?
Thank you.

Upvote 1

Read Answer Asked by John on January 20, 2026

• Celestica Inc. (CLS $467.12)
  • $467.12 P/E (TTM): 47.71X Cap: $52.02B
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• Zedcor Inc. (ZDC $6.13)
  • $6.13 P/E (TTM): 421.43X Cap: $647M
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• Tantalus Systems Holding Inc. (GRID $5.54)
  • $5.54 Cap: $277M
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Q: Hi,
I am interested in starting positions in CLS, ZDC and GRID. Do you think their current prices are a good entry point? And for CLS, I see they are expected to report earnings at the end of the month. Would it be wise to wait for that?
Thanks

Upvote 15

Read Answer Asked by Connor on January 20, 2026

• Galaxy Digital Inc. Class A common stock (GLXY $43.26)
  • $43.26 Cap: $17.60B
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Q: Could you explain the following in English please. Is this a good thing for the company?
Galaxy Announces Initial Closing of Debut Tokenized CLO at $75 Million.

Thank you
Jeff

Upvote 4

Read Answer Asked by JEFF on January 20, 2026

• Celestica Inc. (CLS $467.12)
  • $467.12 P/E (TTM): 47.71X Cap: $52.02B
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• Kraken Robotics Inc. (PNG $8.97)
  • $8.97 P/E (TTM): 133.17X Cap: $2.74B
  • View PNG Profile
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• EnerSys (ENS $181.02)
  • $181.02 P/E (TTM): 20.6X Cap: $6.63B
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• Nebius Group N.V. (NBIS $100.43)
  • $100.43 Cap: $23.91B
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• Karman Holdings Inc. (KRMN $115.29)
  • $115.29 P/E (TTM): 1594.43X Cap: $14.99B
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Q: What are the three or four most interesting US or Canadian growth stocks, irrespective of sector, for purchase now in your opinion?

Upvote 49

Read Answer Asked by John on January 19, 2026

• Dollarama Inc. (DOL $186.30)
  • $186.30 P/E (TTM): 40.97X Cap: $51.02B
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• Intact Financial Corporation (IFC $247.37)
  • $247.37 P/E (TTM): 21.86X Cap: $44.76B
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• Celestica Inc. (CLS $467.12)
  • $467.12 P/E (TTM): 47.71X Cap: $52.02B
  • View CLS Profile
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• Descartes Systems Group Inc. (The) (DSG $108.17)
  • $108.17 P/E (TTM): 47.97X Cap: $9.30B
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• Enghouse Systems Limited (ENGH $18.69)
  • $18.69 P/E (TTM): 14.02X Cap: $1.02B
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• Toromont Industries Ltd. (TIH $182.46)
  • $182.46 P/E (TTM): 30.02X Cap: $14.81B
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• TFI International Inc. (TFII $146.77)
  • $146.77 P/E (TTM): 28.82X Cap: $12.07B
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• Open Text Corporation (OTEX $37.10)
  • $37.10 P/E (TTM): 15.01X Cap: $9.34B
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• Alimentation Couche-Tard Inc. (ATD $71.57)
  • $71.57 P/E (TTM): 20.27X Cap: $68.20B
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.86)
  • $63.86 P/E (TTM): 92.37X Cap: $143.38B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $69.67)
  • $69.67 P/E (TTM): 32.38X Cap: $113.10B
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Q: I am not particularly proud to acknowledge that I own the above- but I do. ENGH and OTEX are in accounts that are structured for income and some growth, while DSG is in an account that is looking for primarily growth. Canadian traded is key for all. Looking for your input on these companies and whether there are better options that I am missing.
No hurry to reply; deduct credits as necessary.
Seconding the comment today regarding your recent report. Well done and I hope that now you have it you continue to update it as companies come and go. It is a great resource.

Upvote 13

Read Answer Asked by Robert on January 19, 2026

• Broadcom Inc. (AVGO $333.24)
  • $333.24 P/E (TTM): 68.52X Cap: $1.57T
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• NVIDIA Corporation (NVDA $191.52)
  • $191.52 P/E (TTM): 45.87X Cap: $4.58T
  • View NVDA Profile
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• Tesla Inc. (TSLA $431.46)
  • $431.46 P/E (TTM): 299.57X Cap: $1.43T
  • View TSLA Profile
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• Axon Enterprise Inc. (AXON $549.86)
  • $549.86 P/E (TTM): 192.55X Cap: $48.43B
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• Robinhood Markets Inc. (HOOD $103.40)
  • $103.40 P/E (TTM): 44.27X Cap: $92.97B
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Q: Hi 5i team!

What are your top 5 US growth stocks that you feel comfortable buying today in the current climate irrespective of sector? I’m ok with a medium level of volatility.
Thank you!

Upvote 15

Read Answer Asked by Josh on January 16, 2026

• Galaxy Digital Inc. Class A common stock (GLXY $43.26)
  • $43.26 Cap: $17.60B
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Q: You had mentioned earlier that you were waiting for momentum to change for GLXY. It looks like that's happening. Can you please explain why and is this a good entry point for a swing trade?

Thanks,
Neeraj

Upvote 3

Read Answer Asked by Neeraj on January 16, 2026

• Galaxy Digital Inc. Class A common stock (GLXY $43.26)
  • $43.26 Cap: $17.60B
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Q: Significant gains today based on news that they have secured ERCOT approval to double capacity at their Helios data center and that they have completed their first-ever tokenized collateralized loan obligation. I understand the positive gains in doubling power capacity but could you please explain the significance of the CLO in layman’s terms. Also, their deal with CoreWeave should show results in 2026, I know you like this stock and I bought in on your prior. Could you please evaluate the impact of the recent announcement, apart from today’s short-term spike

Upvote 2

Read Answer Asked by Warren on January 16, 2026

• Magellan Aerospace Corporation (MAL $22.00)
  • $22.00 P/E (TTM): 30.12X Cap: $1.25B
  • View MAL Profile
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Q: Hello Peter
one of the lesser known stocks for the Cdn defence sector, most people like MDA which is volatile, is it good for a medium (1 year) or a long term (3 years) hold ?

I have a partial position, waiting to add, hold or buy more, thanks

Michael

Upvote 1

Read Answer Asked by Michael on January 16, 2026

• Applied Industrial Technologies Inc. (AIT $256.26)
  • $256.26 P/E (TTM): 27.17X Cap: $9.89B
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• Vicor Corporation (VICR $166.51)
  • $166.51 P/E (TTM): 90.64X Cap: $7.23B
  • View VICR Profile
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• Stereotaxis Inc. (STXS $2.49)
  • $2.49 Cap: $232M
  • View STXS Profile
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• Aeva Technologies Inc. (AEVA $14.40)
  • $14.40 Cap: $865M
  • View AEVA Profile
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• Symbotic Inc. (SYM $55.10)
  • $55.10 Cap: $35.38B
  • View SYM Profile
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• PROCEPT BioRobotics Corporation (PRCT $30.02)
  • $30.02 Cap: $1.67B
  • View PRCT Profile
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• Ouster Inc. (OUST $23.88)
  • $23.88 Cap: $1.43B
  • View OUST Profile
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Q: Hello,

Can you please select your top three among this list based on maximum upside over 3 years? Explain why these three were your choices. Based on potential from current levels.

Please also provide a rank from highest to lowest growth potential for the entire list again over a 3 year timeframe

Much appreciated thank you.

Upvote 4

Read Answer Asked by Tim on January 15, 2026

• Sandisk Corporation (SNDK $527.63)
  • $527.63 Cap: $77.32B
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Q: Your current thoughts on SNDK please ? I assume the 12 bagger since April is AI and memory chip prices? Thx

Upvote 1

Read Answer Asked by blake on January 14, 2026

• VanEck Gold Miners ETF (GDX $112.16)
  • $112.16 P/E (TTM): 37.85X Cap: $33.61B
  • View GDX Profile
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• Kraken Robotics Inc. (PNG $8.97)
  • $8.97 P/E (TTM): 133.17X Cap: $2.74B
  • View PNG Profile
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  • View Reports on PNG
• HIVE Digital Technologies Ltd. (HIVE $4.01)
  • $4.01 P/E (TTM): 25.39X Cap: $953M
  • View HIVE Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $43.26)
  • $43.26 Cap: $17.60B
  • View GLXY Profile
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• Tantalus Systems Holding Inc. (GRID $5.54)
  • $5.54 Cap: $277M
  • View GRID Profile
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• Electrovaya Inc. (ELVA $14.41)
  • $14.41 P/E (TTM): 156.58X Cap: $621M
  • View ELVA Profile
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• Nebius Group N.V. (NBIS $100.43)
  • $100.43 Cap: $23.91B
  • View NBIS Profile
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Q: Your firms conviction seems to have dropped recently?

Upvote 8

Read Answer Asked by Charles on January 12, 2026