Investment Q&A

• MDA Space Ltd. (MDA $52.16)
  • $52.16 P/E (TTM): 64.04X Cap: $7.23B
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• Telesat Corporation Common and Variable Voting Shares (TSAT $71.78)
  • $71.78 Cap: $2.59B
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• Electrovaya Inc. (ELVA $13.19)
  • $13.19 P/E (TTM): 112.07X Cap: $653M
  • View ELVA Profile
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Q: Hi Guys,

Please rank the following stocks in order of highest conviction, Tsat, Elva & Mda. Inside my portfolio, they are all around 1%.

Thanks

Jim

Upvote 6

Read Answer Asked by jim on March 17, 2026

• Constellation Software Inc. (CSU $2,612.34)
  • $2,612.34 P/E (TTM): 76.49X Cap: $55.35B
  • View CSU Profile
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• Thomson Reuters Corporation (TRI $114.06)
  • $114.06 P/E (TTM): 23.84X Cap: $49.75B
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• Topicus.com Inc. (TOI $93.93)
  • $93.93 P/E (TTM): 282.39X Cap: $12.25B
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• Lumine Group Inc. (LMN $19.91)
  • $19.91 P/E (TTM): 34.12X Cap: $5.10B
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Q: Hello,

Does the brief rally followed by a pullback that these four stocks have just experienced carry any meaningful signal, in your view, is it positive or neutral?

Thanks

Upvote 17

Read Answer Asked by Charles on March 17, 2026

• Booking Holdings Inc. (BKNG $154.13)
  • $154.13 P/E (TTM): 0.93X Cap: $119.43B
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• Intact Financial Corporation (IFC $263.02)
  • $263.02 P/E (TTM): 13.51X Cap: $46.98B
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• iShares Russell 2000 Value ETF (IWN $205.97)
  • $205.97 P/E (TTM): 14.26X Cap: $13.42B
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Q: Good Day 5i,
Are the following companies/ETF a buy, sell or hold?
Thanks

Upvote 3

Read Answer Asked by Marco on March 16, 2026

• Canadian National Railway Company (CNR $153.91)
  • $153.91 P/E (TTM): 20.38X Cap: $93.53B
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• Suncor Energy Inc. (SU $93.99)
  • $93.99 P/E (TTM): 17.4X Cap: $110.97B
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• Enbridge Inc. (ENB $76.13)
  • $76.13 P/E (TTM): 25.19X Cap: $166.23B
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• Canadian Natural Resources Limited (CNQ $66.08)
  • $66.08 P/E (TTM): 12.63X Cap: $137.84B
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• Loblaw Companies Limited (L $60.66)
  • $60.66 P/E (TTM): 11.63X Cap: $70.85B
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• Dollarama Inc. (DOL $170.03)
  • $170.03 P/E (TTM): 36.46X Cap: $46.28B
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• Fortis Inc. (FTS $75.25)
  • $75.25 P/E (TTM): 22.18X Cap: $38.31B
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• Cameco Corporation (CCO $147.99)
  • $147.99 P/E (TTM): 148.36X Cap: $64.45B
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• Wheaton Precious Metals Corp. (WPM $179.39)
  • $179.39 P/E (TTM): 43.11X Cap: $81.45B
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• Tourmaline Oil Corp. (TOU $67.50)
  • $67.50 P/E (TTM): 92.15X Cap: $26.21B
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• Kelt Exploration Ltd. (KEL $10.00)
  • $10.00 P/E (TTM): 32.8X Cap: $2.02B
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• Agnico Eagle Mines Limited (AEM $247.83)
  • $247.83 P/E (TTM): 18.17X Cap: $124.03B
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• Alimentation Couche-Tard Inc. (ATD $78.46)
  • $78.46 P/E (TTM): 20.06X Cap: $72.07B
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• Capstone Copper Corp. (CS $12.84)
  • $12.84 P/E (TTM): 18.56X Cap: $9.80B
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• Tamarack Valley Energy Ltd. (TVE $13.34)
  • $13.34 Cap: $6.43B
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• Hydro One Limited (H $57.60)
  • $57.60 P/E (TTM): 26.36X Cap: $34.56B
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• TerraVest Industries Inc. (TVK $132.75)
  • $132.75 Cap: $2.87B
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• Nutrien Ltd. (NTR $98.45)
  • $98.45 P/E (TTM): 32.64X Cap: $46.91B
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Q: In a stagflationary scenario. what sectors and specific stocks within those sectors would make the most sense? Thank-you.

Upvote 22

Read Answer Asked by Alex on March 16, 2026

• Cipher Pharmaceuticals Inc. (CPH $17.40)
  • $17.40 P/E (TTM): 12.21X Cap: $441M
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Q: Clearly the Street was very impressed with CPH's Q4 and YE earnings that were released on Friday (up 17% despite another tough day in the markets). As always, I would appreciate your view.

Upvote 4

Read Answer Asked by karl on March 16, 2026

Q: What's changed with the portfolios?
This would be helpful.

Upvote 5

Read Answer Asked by Valerie on March 16, 2026

• Xylem Inc. New (XYL $108.12)
  • $108.12 P/E (TTM): 27.92X Cap: $25.69B
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• Itron Inc. (ITRI $79.24)
  • $79.24 P/E (TTM): 12.52X Cap: $3.64B
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• Tantalus Systems Holding Inc. (GRID $5.75)
  • $5.75 Cap: $323M
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Q: will Trilliant Technologies (may do an IPO) be a major competitor to GRID ? who else are competitors to GRID thanks Richard

Upvote 5

Read Answer Asked by richard on March 13, 2026

• Haivision Systems Inc. (HAI $6.14)
  • $6.14 P/E (TTM): 319.5X Cap: $169M
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Q: Peter; Can you update your thoughts on HAI after they reported
today? Thanks,
Rod

Upvote 4

Read Answer Asked by Rodney on March 13, 2026

• Agnico Eagle Mines Limited (AEM $247.83)
  • $247.83 P/E (TTM): 18.17X Cap: $124.03B
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• Hydro One Limited (H $57.60)
  • $57.60 P/E (TTM): 26.36X Cap: $34.56B
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• Vertiv Holdings LLC Class A (VRT $370.94)
  • $370.94 P/E (TTM): 110.33X Cap: $144.51B
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• GE Vernova Inc. (GEV $1,049.23)
  • $1,049.23 P/E (TTM): 61.65X Cap: $281.94B
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Q: please provide top 2 picks for. 1. AI halo stocks. 2. NON AI halo stocks objective is capital appreciation thanks Richard

Upvote 9

Read Answer Asked by richard on March 13, 2026

• BRP Inc. Subordinate Voting Shares (DOO $76.39)
  • $76.39 P/E (TTM): 21.72X Cap: $5.58B
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• ADF Group Inc. Subordinate Voting Shares (DRX $9.63)
  • $9.63 P/E (TTM): 9.74X Cap: $278M
  • View DRX Profile
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Q: Hi team,
I’m revisiting my portfolio. Would you be kind enough to review DOO and DRX. Not so popular stocks these days but considering adding to both. Thanks.

Upvote 3

Read Answer Asked by Denise on March 13, 2026

• Nutrien Ltd. (NTR $98.45)
  • $98.45 P/E (TTM): 32.64X Cap: $46.91B
  • View NTR Profile
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Q: Hello 5i
Do you think the Strait of Hormuz conflict will push fertilizer prices higher globally and thus aid NTR? If so to what extent?
Thank you
Dave

Upvote 6

Read Answer Asked by Dave on March 12, 2026

Q: when will the Feb 2026 coverage update be available and would it be possible to add a market cap column?

Upvote 4

Read Answer Asked by Rob on March 11, 2026

• Zedcor Inc. (ZDC $6.22)
  • $6.22 P/E (TTM): 293.0X Cap: $689M
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Q: ZDC has been drifting lower the past month. Is the fact they raised money a contributing factor? Is the story still solid for the future? What do you see for ZDC over the next 6-12 months? Is this an opportunity to fill out a position?

Upvote 17

Read Answer Asked by preston on March 10, 2026

• Apple Inc. (AAPL $300.23)
  • $300.23 P/E (TTM): 37.75X Cap: $4.40T
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• Meta Platforms Inc. (META $614.23)
  • $614.23 P/E (TTM): 26.33X Cap: $1.55T
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• NVIDIA Corporation (NVDA $225.32)
  • $225.32 P/E (TTM): 48.11X Cap: $5.47T
  • View NVDA Profile
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• JPMorgan Chase & Co. (JPM $297.81)
  • $297.81 P/E (TTM): 14.36X Cap: $797.98B
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• Mastercard Incorporated (MA $494.20)
  • $494.20 P/E (TTM): 28.35X Cap: $436.66B
  • View MA Profile
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• Visa Inc. (V $325.75)
  • $325.75 P/E (TTM): 30.28X Cap: $617.12B
  • View V Profile
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• Canadian National Railway Company (CNR $153.91)
  • $153.91 P/E (TTM): 20.38X Cap: $93.53B
  • View CNR Profile
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• Intact Financial Corporation (IFC $263.02)
  • $263.02 P/E (TTM): 13.51X Cap: $46.98B
  • View IFC Profile
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• WSP Global Inc. (WSP $193.59)
  • $193.59 P/E (TTM): 25.64X Cap: $26.09B
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• Agnico Eagle Mines Limited (AEM $247.83)
  • $247.83 P/E (TTM): 18.17X Cap: $124.03B
  • View AEM Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.68)
  • $62.68 P/E (TTM): 88.39X Cap: $153.61B
  • View BN Profile
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $65.98)
  • $65.98 P/E (TTM): 33.07X Cap: $108.08B
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Q: Recently we have seen many blue chip stocks that had done really well pull back.

Companies like RBC, TD, BN, SHOP, MFC, CNR, CP, JPM, GOOG, MSFT, BRK, and others…

What are your favourite five Canadian and US large cap names that have pulled back recently? Would you be a buyer today or would you wait until the market settles a little?

Thanks
Tim

Upvote 34

Read Answer Asked by Timothy on March 10, 2026

• Tourmaline Oil Corp. (TOU $67.50)
  • $67.50 P/E (TTM): 92.15X Cap: $26.21B
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• Celestica Inc. (CLS $494.83)
  • $494.83 P/E (TTM): 53.42X Cap: $60.24B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $336.69)
  • $336.69 P/E (TTM): 56.84X Cap: $4B
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Q: forgot to ask, why are certain companies such as CLS, TOU, HPS.A, etc. not included in the market summary reports?

Upvote 5

Read Answer Asked by Rob on March 10, 2026

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $336.69)
  • $336.69 P/E (TTM): 56.84X Cap: $4B
  • View HPS.A Profile
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Q: In quarters in which HPS.A does particularly well, executive compensation tends to sink the shares. Earnings are due on March 18. Is this one of the quarters likely to produce significant executive compensation or will comparison to the previous quarter dampen the exec comp and help the shares?

Upvote 7

Read Answer Asked by Ken on March 05, 2026

Q: Galaxy had a big jump today. Was this due to Kraken or price of bitcoin and if Kraken can you please explain this? Since delisting from TSX will TD investor services automatically convert shares to US like when Newmont delisted or do we need to call them. Do you know when it will delist?

Upvote 3

Read Answer Asked by Neil on March 05, 2026

• Toronto-Dominion Bank (The) (TD $148.30)
  • $148.30 P/E (TTM): 11.9X Cap: $247.48B
  • View TD Profile
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• Bank of Nova Scotia (The) (BNS $106.16)
  • $106.16 P/E (TTM): 20.66X Cap: $130.84B
  • View BNS Profile
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• Canadian National Railway Company (CNR $153.91)
  • $153.91 P/E (TTM): 20.38X Cap: $93.53B
  • View CNR Profile
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• Enbridge Inc. (ENB $76.13)
  • $76.13 P/E (TTM): 25.19X Cap: $166.23B
  • View ENB Profile
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  • View Reports on ENB
• Sun Life Financial Inc. (SLF $99.03)
  • $99.03 P/E (TTM): 15.98X Cap: $54.86B
  • View SLF Profile
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• Constellation Software Inc. (CSU $2,612.34)
  • $2,612.34 P/E (TTM): 76.49X Cap: $55.35B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Fortis Inc. (FTS $75.25)
  • $75.25 P/E (TTM): 22.18X Cap: $38.31B
  • View FTS Profile
  • View Questions on FTS
• Agnico Eagle Mines Limited (AEM $247.83)
  • $247.83 P/E (TTM): 18.17X Cap: $124.03B
  • View AEM Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
  • View GLXY Profile
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• 3iQ Ether Staking ETF (ETHQ $11.89)
  • $11.89 Cap: $75M
  • View ETHQ Profile
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $65.98)
  • $65.98 P/E (TTM): 33.07X Cap: $108.08B
  • View BAM Profile
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• Galaxy Digital Inc. (GLXY $29.61)
  • $29.61 Cap: $11.56B
  • View GLXY Profile
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Q: Hello 5i,

We are nearing our max contribution to our TFSA's by transferring excess RRSP funds. We have never used a non-registered account. Can you suggest 5-10 stocks that should be in a non-reg account and why they are best in a non-reg over a TFSA Would you add GLXY or ETHQ to a non-reg due to volatility?

Thank you

D&J

Upvote 21

Read Answer Asked by Jerry on March 05, 2026

• Capstone Copper Corp. (CS $12.84)
  • $12.84 P/E (TTM): 18.56X Cap: $9.80B
  • View CS Profile
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Q: With the release of the 4th Q are you more or less comfortable with this being a part of your growth portfolio?
If comfortable... would you add, bringing it up to a full position?

Upvote 6

Read Answer Asked by Harry on March 03, 2026

• Caterpillar Inc. (CAT $888.31)
  • $888.31 P/E (TTM): 45.83X Cap: $409.18B
  • View CAT Profile
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• Chevron Corporation (CVX $191.10)
  • $191.10 P/E (TTM): 32.52X Cap: $380.59B
  • View CVX Profile
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• Union Pacific Corporation (UNP $270.56)
  • $270.56 P/E (TTM): 22.5X Cap: $160.63B
  • View UNP Profile
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• Exxon Mobil Corporation (XOM $157.92)
  • $157.92 P/E (TTM): 22.8X Cap: $654.57B
  • View XOM Profile
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• Canadian National Railway Company (CNR $153.91)
  • $153.91 P/E (TTM): 20.38X Cap: $93.53B
  • View CNR Profile
  • View Questions on CNR
• Enbridge Inc. (ENB $76.13)
  • $76.13 P/E (TTM): 25.19X Cap: $166.23B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Fortis Inc. (FTS $75.25)
  • $75.25 P/E (TTM): 22.18X Cap: $38.31B
  • View FTS Profile
  • View Questions on FTS
• iShares S&P/TSX Global Gold Index ETF (XGD $53.70)
  • $53.70 P/E (TTM): 24.34X Cap: $3.55B
  • View XGD Profile
  • View Questions on XGD
• BMO Equal Weight Banks Index ETF (ZEB $66.77)
  • $66.77 P/E (TTM): 13.17X Cap: $5.15B
  • View ZEB Profile
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• BMO Equal Weight Industrials Index ETF (ZIN $58.26)
  • $58.26 P/E (TTM): 19.24X Cap: $54M
  • View ZIN Profile
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• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $68.78)
  • $68.78 P/E (TTM): 27.98X Cap: $156M
  • View XGI Profile
  • View Questions on XGI
• iShares S&P/TSX Capped Energy Index ETF (XEG $28.07)
  • $28.07 P/E (TTM): 13.69X Cap: $2.37B
  • View XEG Profile
  • View Questions on XEG
• Hydro One Limited (H $57.60)
  • $57.60 P/E (TTM): 26.36X Cap: $34.56B
  • View H Profile
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• Nutrien Ltd. (NTR $98.45)
  • $98.45 P/E (TTM): 32.64X Cap: $46.91B
  • View NTR Profile
  • View Questions on NTR
• BMO Global Consumer Staples Hedged to CAD Index ETF (STPL $24.63)
  • $24.63 P/E (TTM): 26.02X Cap: $34M
  • View STPL Profile
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• Global X Artificial Intelligence Infrastructure Index ETF (MTRX $35.63)
  • $35.63 Cap: $48M
  • View MTRX Profile
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• iShares Global Energy ETF (IXC $56.08)
  • $56.08 P/E (TTM): 17.76X Cap: $2.71B
  • View IXC Profile
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Q: Can you provide your top 5 Canadian stocks, top 5 ETFs available on the TSX and top 3 international ETFs (TSX) and top 3 US stocks that are considered HALO investments. ( Heavy assets low obsolescence) less impacted by AI disruption. Thank you

Upvote 25

Read Answer Asked by Dick on March 03, 2026