Investment Q&A

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $71.50)
  • $71.50 P/E (TTM): 56.17X Cap: $736M
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• INVESCO QQQ Trust (QQQ $664.23)
  • $664.23 P/E (TTM): 33.49X Cap: $435.36B
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• State Street Technology Select Sector SPDR ETF (XLK $160.57)
  • $160.57 P/E (TTM): 39.24X Cap: $104.52B
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• Vanguard Information Technology ETF (VGT $104.32)
  • $104.32 P/E (TTM): 36.76X Cap: $105.16B
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• Fidelity MSCI Information Technology Index ETF (FTEC $248.85)
  • $248.85 P/E (TTM): 35.1X Cap: $15.06B
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• GLOBAL X FDS (AIQ $55.38)
  • $55.38 P/E (TTM): 24.79X Cap: $8.56B
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Q: I have a fairly diversified portfolio, except for tech/AI. Can you recommend four or five ETFs for that sector? Thanks

Upvote 5

Read Answer Asked by steve on March 18, 2026

• NVIDIA Corporation (NVDA $216.61)
  • $216.61 P/E (TTM): 42.5X Cap: $5.26T
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• Celestica Inc. (CLS $576.75)
  • $576.75 P/E (TTM): 56.53X Cap: $66.30B
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Q: If NVDA is owned would also suggest CLS or just NVDA?

Thanks

Upvote 4

Read Answer Asked on March 18, 2026

Q: DRNZ ARE YOU A FAN OF THIS ETF? IS IT THE BEST DRONE ETF AVAILABLE?

Upvote 3

Read Answer Asked by Paulette on March 17, 2026

• Nebius Group N.V. (NBIS $144.96)
  • $144.96 Cap: $34.51B
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• CoreWeave Inc. (CRWV $112.06)
  • $112.06 Cap: $60.84B
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Q: What do you think about the loan offering just announced by NBIS?

What kind of impact do you think this will this have on share price in the coming 2 years? Is it something to be concerned about? (ie.... is NBIS doing something similar to Coreweave?)

Upvote 4

Read Answer Asked by Judith on March 17, 2026

• Nebius Group N.V. (NBIS $144.96)
  • $144.96 Cap: $34.51B
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Q: Hi team,
What’s your take on nbis dropping today , giving up yesterday’s great gain already? Is the offering highly dilutive?

Thanks ,
Shane

Upvote 3

Read Answer Asked by Shane on March 17, 2026

• Nebius Group N.V. (NBIS $144.96)
  • $144.96 Cap: $34.51B
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Q: Why this big drop today?

Thanks,
Milan

Upvote 2

Read Answer Asked by Milan on March 17, 2026

• Constellation Software Inc. (CSU $2,441.20)
  • $2,441.20 P/E (TTM): 71.95X Cap: $51.73B
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• Thomson Reuters Corporation (TRI $121.48)
  • $121.48 P/E (TTM): 26.61X Cap: $54.05B
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• Topicus.com Inc. (TOI $96.42)
  • $96.42 P/E (TTM): 300.0X Cap: $12.54B
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• Lumine Group Inc. (LMN $20.80)
  • $20.80 P/E (TTM): 33.84X Cap: $5.33B
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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

• Meta Platforms Inc. (META $678.62)
  • $678.62 P/E (TTM): 28.74X Cap: $1.72T
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• IREN Limited (IREN $48.36)
  • $48.36 P/E (TTM): 90.43X Cap: $16.06B
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• Nebius Group N.V. (NBIS $144.96)
  • $144.96 Cap: $34.51B
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Q: Has been getting a lot of positive news and contract wins. Thoughts on the META deal?

Seems the market is looking at the company as just an AI infrastructure play but they have many other lines of business that is not being taken into account.

I own both names and based on the momentum of NBIS does it make sense to sell IREN and consolidate? This will not impact position size materially of NBIS. Just seems like NBIS is more of a better quality business overall.

Upvote 3

Read Answer Asked by Sal on March 16, 2026

• Meta Platforms Inc. (META $678.62)
  • $678.62 P/E (TTM): 28.74X Cap: $1.72T
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• Nebius Group N.V. (NBIS $144.96)
  • $144.96 Cap: $34.51B
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Q: Can you comment on the new Nebius / Meta deal please? Is this one of the further contracts that were expected after the Microsoft deal in September? Does it change your outlook for the company? Or is it more of a confirmation. Thanks.

Upvote 5

Read Answer Asked by Martin on March 16, 2026

• Applied Materials Inc. (AMAT $404.86)
  • $404.86 P/E (TTM): 42.69X Cap: $321.30B
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• Lam Research Corporation (LRCX $259.47)
  • $259.47 P/E (TTM): 54.99X Cap: $324.48B
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• NVIDIA Corporation (NVDA $216.61)
  • $216.61 P/E (TTM): 42.5X Cap: $5.26T
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• Rockwell Automation Inc. (ROK $406.92)
  • $406.92 P/E (TTM): 45.9X Cap: $45.72B
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• Tesla Inc. (TSLA $378.67)
  • $378.67 P/E (TTM): 345.23X Cap: $1.42T
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• Advanced Micro Devices Inc. (AMD $334.63)
  • $334.63 P/E (TTM): 131.25X Cap: $545.55B
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• Teradyne Inc. (TER $402.00)
  • $402.00 P/E (TTM): 120.48X Cap: $62.93B
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• ON Semiconductor Corporation (ON $98.04)
  • $98.04 P/E (TTM): 339.31X Cap: $38.56B
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• ASML Holding N.V. (ASML $1,432.44)
  • $1,432.44 P/E (TTM): 50.31X Cap: $552.08B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $404.98)
  • $404.98 P/E (TTM): 57.16X Cap: $2.10T
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Q: Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots.

Who really knows, what's your opinion on that.

If something like that did happen, which companys would you be investing in now?

Or is it early?

Thank you.

Upvote 10

Read Answer Asked by Ross on March 16, 2026

• Amazon.com Inc. (AMZN $261.12)
  • $261.12 P/E (TTM): 36.82X Cap: $2.80T
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Q: Can you please provide commentary on why Amazon is issuing bond specifically for its AI investments considering its liquidity position and size and quality of its balance sheet?

Upvote 5

Read Answer Asked by Pierre on March 16, 2026

• Enghouse Systems Limited (ENGH $16.89)
  • $16.89 P/E (TTM): 13.48X Cap: $920M
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Q: Did ENGH have anything positive to report in their recent earnings report. Thanks … Cal

Upvote 3

Read Answer Asked by cal on March 16, 2026

• Constellation Software Inc. (CSU $2,441.20)
  • $2,441.20 P/E (TTM): 71.95X Cap: $51.73B
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Q: Good day.

The valuation of CSU has declined a lot, while the earnings continue to grow nicely. Lets suppose there is a permanent rerating of the stock. To a level half way between where it used to trade and where it trades now. And the company continues steady state growth. What would the stock price be in 2 and 5 years?

Thanks.

Upvote 7

Read Answer Asked by Joel on March 16, 2026

• Enghouse Systems Limited (ENGH $16.89)
  • $16.89 P/E (TTM): 13.48X Cap: $920M
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Q: What are your thoughts as a turnaround play for a patient investor? Sell off seems a bit overdone.
Thanks

Upvote 4

Read Answer Asked by Curtis on March 16, 2026

• Rubrik Inc. Class A (RBRK $53.26)
  • $53.26 Cap: $10.96B
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Q: Hello Team 5i and Everyone!

May I have your take on Rubrik's earnings today please? (RBRK)

Thank you,

Sandra

Upvote 1

Read Answer Asked by Sandra on March 13, 2026

Q: I have GLXY in TFSA when it drops TSX listing will there be witholding tax

Upvote 3

Read Answer Asked by wayne on March 13, 2026

• Cloudflare Inc. Class A (NET $212.36)
  • $212.36 Cap: $74.74B
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• Vertiv Holdings LLC Class A (VRT $322.43)
  • $322.43 P/E (TTM): 94.86X Cap: $123.84B
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• Nebius Group N.V. (NBIS $144.96)
  • $144.96 Cap: $34.51B
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Q: From the point of growth in the 2-3 years to come can you tel me the best investment among the three entreprises and why?

Thank you very much in advance

Upvote 4

Read Answer Asked by Gabriel on March 13, 2026

• Volatus Aerospace Inc. (FLT $0.70)
  • $0.70 Cap: $473M
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Q: Good afternoon..
Do you think the Government defence related investment
900 million will effect FLT.V in a positive way.
Thanks

Upvote 3

Read Answer Asked by Stephen on March 13, 2026

• MDA Space Ltd. (MDA $42.30)
  • $42.30 P/E (TTM): 52.38X Cap: $5.86B
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Q: Hi Peter
going to be listed in the US market , but pulled back
like to add to a pre-existing position
looking for an entry price to add
please give me a reasonable price to think about it
thanks
Michael

Upvote 7

Read Answer Asked by Michael on March 13, 2026

• Applied Materials Inc. (AMAT $404.86)
  • $404.86 P/E (TTM): 42.69X Cap: $321.30B
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• Lam Research Corporation (LRCX $259.47)
  • $259.47 P/E (TTM): 54.99X Cap: $324.48B
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• Teradyne Inc. (TER $402.00)
  • $402.00 P/E (TTM): 120.48X Cap: $62.93B
  • View TER Profile
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• ASML Holding N.V. (ASML $1,432.44)
  • $1,432.44 P/E (TTM): 50.31X Cap: $552.08B
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• Coherent Corp. (COHR $321.53)
  • $321.53 P/E (TTM): 326.3X Cap: $60.28B
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Q: Hi 5i,

Could you please rank these 5 stocks in terms of which you would purchase now for a 3 to 5 year hold, with growth being the main (but not total) focus?
And if you could give a bit of background for your reasoning that would be much appreciated.
Thanks!

Upvote 3

Read Answer Asked by Brian on March 13, 2026