Investment Q&A

• Canadian National Railway Company (CNR $140.69)
  • $140.69 P/E (TTM): 18.25X Cap: $85B
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• Enbridge Inc. (ENB $75.29)
  • $75.29 P/E (TTM): 28.43X Cap: $163.47B
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• Canadian Natural Resources Limited (CNQ $68.00)
  • $68.00 P/E (TTM): 20.97X Cap: $140.76B
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• Dollarama Inc. (DOL $172.01)
  • $172.01 P/E (TTM): 39.61X Cap: $46.17B
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• TFI International Inc. (TFII $147.34)
  • $147.34 P/E (TTM): 37.02X Cap: $11.85B
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Q: Hello, what would be your top 2 picks for a med to long term hold.


Thanks

Upvote 7

Read Answer Asked by Valter on February 10, 2026

• Magna International Inc. (MG $77.51)
  • $77.51 P/E (TTM): 18.39X Cap: $21.25B
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Q: You seem more positive on Magna now.Would you buy back in now?

Thx

Upvote 2

Read Answer Asked by blake on February 10, 2026

• Thomson Reuters Corporation (TRI $120.87)
  • $120.87 P/E (TTM): 27.6X Cap: $53.44B
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Q: Buy, sell or hold and if hold, do you think this stock has good growth potential? If one has a gain would it be worth moving on if underweight Europe/Developed markets which are doing well. Already overweight banks. Thank you!

Upvote 4

Read Answer Asked by Neil on February 10, 2026

Q: How do I access you AI Compute Stack article from January 15?

I have found the article but I can only access it if I subscribe. I am already a member. This is an important article and I would like to read it again.

Judith

Upvote 6

Read Answer Asked by Judith on February 09, 2026

• Costco Wholesale Corporation (COST $974.86)
  • $974.86 P/E (TTM): 67.11X Cap: $432.03B
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• Coca-Cola Company (The) (KO $75.25)
  • $75.25 P/E (TTM): 24.71X Cap: $321.39B
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• McDonald's Corporation (MCD $311.70)
  • $311.70 P/E (TTM): 25.81X Cap: $218.68B
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• Procter & Gamble Company (The) (PG $143.92)
  • $143.92 P/E (TTM): 21.33X Cap: $332.70B
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• TJX Companies Inc. (The) (TJX $159.74)
  • $159.74 P/E (TTM): 34.55X Cap: $175.87B
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• Walmart Inc. (WMT $123.06)
  • $123.06 Cap: $973.03B
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• Loblaw Companies Limited (L $62.42)
  • $62.42 P/E (TTM): 12.08X Cap: $73.54B
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Q: Hi,
A few days ago I asked for 5 CAD and US value stocks. Thanks for that.
You mentioned that there are others that you like in the space but did not fit the criteria. Would you please share think names.

Thanks and have a great day.
Joe

Upvote 5

Read Answer Asked by Joe on February 09, 2026

• Alimentation Couche-Tard Inc. (ATD $78.62)
  • $78.62 P/E (TTM): 21.11X Cap: $71.62B
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• Lumine Group Inc. (LMN $22.00)
  • $22.00 P/E (TTM): 90.16X Cap: $5.92B
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Q: For a Tfsa investment which of Atd or Lmn do you think would provide the best investment over the next 5 years?

Upvote 7

Read Answer Asked by Terry on February 09, 2026

• Canadian National Railway Company (CNR $140.69)
  • $140.69 P/E (TTM): 18.25X Cap: $85B
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• Canadian Pacific Kansas City Limited (CP $110.59)
  • $110.59 P/E (TTM): 24.2X Cap: $98.27B
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Q: For CP and CNR, is it better to own both? If only one, which one would you invest now? Thanks very much!

Upvote 6

Read Answer Asked by Yong Mei on February 06, 2026

• Thomson Reuters Corporation (TRI $120.87)
  • $120.87 P/E (TTM): 27.6X Cap: $53.44B
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Q: Is there a good entry-level or is it a stay away forever stock?

Upvote 10

Read Answer Asked by adam on February 06, 2026

• Thomson Reuters Corp (TRI $87.40)
  • $87.40 P/E (TTM): 27.6X Cap: $38.92B
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Q: Hi Peter & 5i,
Would you start to slowly chip away at TRI?
CEO Hasker seemed positive that the AI companies automating general-purpose tasks couldn't match TRI's content, expertise and TRI's own current and potential AI driven workflows.
Dividend is starting to look attractive after the 10% raise.
Thanks for your non-AI content response to this question!

Upvote 7

Read Answer Asked by Dennis on February 06, 2026

• FirstService Corporation (FSV $190.35)
  • $190.35 P/E (TTM): 46.0X Cap: $8.64B
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Q: May I have your comments on earnings please. Nice pop today!

Upvote 6

Read Answer Asked by Margot on February 06, 2026

• Costco Wholesale Corporation (COST $974.86)
  • $974.86 P/E (TTM): 67.11X Cap: $432.03B
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• United Rentals Inc. (URI $747.59)
  • $747.59 P/E (TTM): 18.96X Cap: $47.04B
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• Exxon Mobil Corporation (XOM $163.26)
  • $163.26 P/E (TTM): 24.05X Cap: $689.09B
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• Berkshire Hathaway Inc. (BRK.B $476.19)
  • $476.19 P/E (TTM): 15.49X Cap: $1.03T
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Q: Hello,
Can you provide a few names in US and Canada which you consider good value plays? Also, costco despite its PE being high continues to surge higher. Do you think it is worth keeping or sell some? Lastly, can you recommend a good website for stock charts as i find yahoo is not reliable as it used to be.. I like to see 1 , 5 , 10 year charts etc Thank you

Upvote 8

Read Answer Asked by umedali on February 06, 2026

• BCE Inc. (BCE $35.22)
  • $35.22 P/E (TTM): 5.3X Cap: $33.14B
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Q: Your thoughts please on the quarter?

Thx

Upvote 4

Read Answer Asked by blake on February 05, 2026

• BCE Inc. (BCE $35.22)
  • $35.22 P/E (TTM): 5.3X Cap: $33.14B
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• Lundin Mining Corporation (LUN $33.27)
  • $33.27 Cap: $27.16B
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• TMX Group Limited (X $48.71)
  • $48.71 P/E (TTM): 32.91X Cap: $13.74B
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• Silvercorp Metals Inc. (SVM $14.28)
  • $14.28 P/E (TTM): 78.85X Cap: $2.95B
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Q: Regardless of sector or size, in which order would you add to the following?

Upvote 3

Read Answer Asked by Gary on February 05, 2026

• MDA Space Ltd. (MDA $38.45)
  • $38.45 P/E (TTM): 53.29X Cap: $5.09B
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Q: Hello 5I,
Do you think is it a good entry point at current level? ($35.00)

Upvote 5

Read Answer Asked by bo on February 05, 2026

• WSP Global Inc. (WSP $221.86)
  • $221.86 P/E (TTM): 29.55X Cap: $29.32B
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Q: WSP is down quite a bit this morning. I don't see any news. Any idea what's happening?

Upvote 8

Read Answer Asked on February 05, 2026

• Alphabet Inc. (GOOG $289.59)
  • $289.59 P/E (TTM): 27.66X Cap: $3.51T
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• Micron Technology Inc. (MU $382.09)
  • $382.09 P/E (TTM): 38.44X Cap: $446.05B
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• JPMorgan Chase & Co. (JPM $295.42)
  • $295.42 P/E (TTM): 14.49X Cap: $788.61B
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• Teradyne Inc. (TER $323.36)
  • $323.36 P/E (TTM): 87.59X Cap: $50.62B
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• RTX Corporation (RTX $195.00)
  • $195.00 P/E (TTM): 39.28X Cap: $261.11B
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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: - what would your top recommendations be for the sectors basic materials, consumer staples, industrial and energy?

Upvote 12

Read Answer Asked by Robert on February 05, 2026

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,336.96)
  • $2,336.96 P/E (TTM): 8.12X Cap: $50.29B
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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

• ATS Corporation (ATS $42.01)
  • $42.01 Cap: $4.05B
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Q: Can you comment on the quarter?

Upvote 4

Read Answer Asked by Joe on February 04, 2026

• TFI International Inc. (TFII $147.34)
  • $147.34 P/E (TTM): 37.02X Cap: $11.85B
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Q: Why is TFII having such a push over the last 2 days Feb 3rd and 4th. I don't see any news but I might be missing something

Upvote 4

Read Answer Asked by Kolbi on February 04, 2026