Investment Q&A

• Micron Technology Inc. (MU $410.34)
  • $410.34 P/E (TTM): 36.45X Cap: $420.09B
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Q: I have been watching Micron Technology, it has seen a lot of positive gains, is it too late to bye?
I would like to add a position in TFSA or my RRIF your thoughts and guidance are appreciated.

Upvote 11

Read Answer Asked by Paulette on January 28, 2026

• Kinaxis Inc. (KXS $123.10)
  • $123.10 P/E (TTM): 75.14X Cap: $3.59B
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Q: Good afternoon,

I’ve a question on KXS that isn’t quite answered in the res ent history. I owned this stock in the past and sold out because it did nothing after getting to $200. The stock is cycling between the low-mid $100’s and $200, now ducking below $150.

What is causing the downtrend? Has this stock reached the lower threshold for a buy rating or do you expect further decline? It is getting intriguing, yet it is also frustrating.

Thanks,

Dave

Upvote 4

Read Answer Asked by Dave on January 28, 2026

• Apple Inc. (AAPL $275.50)
  • $275.50 P/E (TTM): 34.76X Cap: $4.01T
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• Amazon.com Inc. (AMZN $204.08)
  • $204.08 P/E (TTM): 29.11X Cap: $2.22T
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• Broadcom Inc. (AVGO $342.76)
  • $342.76 P/E (TTM): 72.41X Cap: $1.61T
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• Meta Platforms Inc. (META $668.69)
  • $668.69 P/E (TTM): 28.83X Cap: $1.69T
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• Alphabet Inc. (GOOG $311.33)
  • $311.33 P/E (TTM): 30.01X Cap: $3.85T
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• Microsoft Corporation (MSFT $404.37)
  • $404.37 P/E (TTM): 25.87X Cap: $3.06T
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• NVIDIA Corporation (NVDA $190.05)
  • $190.05 P/E (TTM): 47.16X Cap: $4.58T
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• Advanced Micro Devices Inc. (AMD $213.58)
  • $213.58 P/E (TTM): 106.4X Cap: $347.70B
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Q: Could I please have you rank the above stocks in terms of must have in a portfolio constructed today for the long term.

Upvote 21

Read Answer Asked by Kyle on January 27, 2026

• NVIDIA Corporation (NVDA $190.05)
  • $190.05 P/E (TTM): 47.16X Cap: $4.58T
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• GLOBAL X FDS (AIQ $50.55)
  • $50.55 P/E (TTM): 22.49X Cap: $7.77B
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Q: If you were to purchase today only one stock and one ETF to broadly capture the AI sector what would they be?
Thank you

Upvote 6

Read Answer Asked by John on January 27, 2026

• Telesat Corporation Common and Variable Voting Shares (TSAT $36.16)
  • $36.16 Cap: $1.38B
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Q: Would you consider TSAT a hold through it's current situation? Or if you would prefer to sell, do you have a suggested replacement?

Upvote 3

Read Answer Asked by Joshua on January 27, 2026

• Ondas Inc (ONDS $9.23)
  • $9.23 Cap: $4.09B
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Q: Could I please have your opinion of ONDS , do you have conviction on this company in the medium term? How would you rank it with PNG, NBIS, CLS

Upvote 3

Read Answer Asked by Kyle on January 27, 2026

• Topicus.com Inc. (TOI $88.13)
  • $88.13 P/E (TTM): 788.52X Cap: $7.49B
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Q: Very good article about how topicus approach AI in their day to day projects … data and customers is the key :
https://topicus.nl/en/news-and-knowledge/from-systems-of-record-to-systems-of-action-the-new-reality-of-ai?sector=education

Upvote 7

Read Answer Asked by jean on January 27, 2026

• Apple Inc. (AAPL $275.50)
  • $275.50 P/E (TTM): 34.76X Cap: $4.01T
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Q: Is AAPL a buy right now? Why is it down so much?

Upvote 2

Read Answer Asked by STANLEY on January 26, 2026

• Rocket Companies Inc. Class A (RKT $18.59)
  • $18.59 Cap: $57.02B
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Q: Hi there,

Could you please give an update on RKT and what you think of their growth forecast for the 2026 and 2027? Is it a buy at current levels?

Thanks.

Upvote 2

Read Answer Asked by Robert on January 26, 2026

• Amphenol Corporation (APH $144.04)
  • $144.04 P/E (TTM): 48.07X Cap: $176.43B
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• Freeport-McMoRan Inc. (FCX $65.46)
  • $65.46 P/E (TTM): 44.48X Cap: $90.83B
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• Cameco Corporation (CCO $161.70)
  • $161.70 P/E (TTM): 135.2X Cap: $69.68B
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• Arista Networks Inc. (ANET $140.66)
  • $140.66 P/E (TTM): 53.69X Cap: $180.64B
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• Southern Copper Corporation (SCCO $206.52)
  • $206.52 P/E (TTM): 43.66X Cap: $161.54B
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• Matrix Service Company (MTRX $11.63)
  • $11.63 Cap: $379M
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• GE Vernova Inc. (GEV $823.67)
  • $823.67 P/E (TTM): 45.31X Cap: $213.14B
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• TCW Transform Systems ETF (PWRD $106.02)
  • $106.02 P/E (TTM): 36.13X Cap: $1.10B
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• Defiance AI & Power Infrastructure ETF (AIPO $26.04)
  • $26.04 P/E (TTM): 43.07X Cap: $161M
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Q: Your thoughts on the etf MTRX.

Upvote 2

Read Answer Asked by Stephen on January 26, 2026

• Constellation Software Inc. (CSU $2,324.32)
  • $2,324.32 P/E (TTM): 56.5X Cap: $51.70B
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• Topicus.com Inc. (TOI $88.13)
  • $88.13 P/E (TTM): 788.52X Cap: $7.49B
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• Lumine Group Inc. (LMN $19.57)
  • $19.57 P/E (TTM): 75.65X Cap: $5.20B
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Q: Please forgive another question about this suffering stock price. I just came across an old note that said CSU has 8 billion ownership of LMN and 8 billion ownership of TOI.
If those two stocks are also suffering, does that create a drag on CSU stock irrespective of its own earnings? Thanks for trying to reassure us all who are down so much on this one!

Upvote 11

Read Answer Asked by Marcia on January 26, 2026

• Intuit Inc. (INTU $399.69)
  • $399.69 P/E (TTM): 30.05X Cap: $117.31B
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• Workday Inc. (WDAY $144.55)
  • $144.55 P/E (TTM): 65.22X Cap: $40.29B
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• ServiceNow Inc. (NOW $100.58)
  • $100.58 P/E (TTM): 15.23X Cap: $111.37B
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• MongoDB Inc. (MDB $364.46)
  • $364.46 Cap: $30.70B
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Q: You've discussed declines in the CSU family as a potential opportunity... Many software companies are in a similar position. NOW and INTU come to mind. What would be 1 or 2 each of your fav. Large and Smid companies suffering from a similar fate and why and do you think it's time to invest or not. We've been discussing this scenario for some time now with ADBE and waiting has proven the best course.

thx, M

Upvote 1

Read Answer Asked by Mark on January 24, 2026

• Applovin Corporation (APP $456.81)
  • $456.81 P/E (TTM): 55.85X Cap: $159.82B
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Q: Anything to worry about with APP. What is driving the price down over the last month? Is this still one of your top picks?

Upvote 4

Read Answer Asked by Joshua on January 23, 2026

• Celestica Inc. (CLS $401.83)
  • $401.83 P/E (TTM): 51.58X Cap: $46.47B
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Q: Celestica is down significantly in the last few days since the Digitimes report regarding the fact that Google's tensor processing unit servers may be assembled by another supplier. Please comment. Is this an opportunity to pick up additional shares?
Thanks..Glenn

Upvote 14

Read Answer Asked by Glenn on January 23, 2026

• Amazon.com Inc. (AMZN $204.08)
  • $204.08 P/E (TTM): 29.11X Cap: $2.22T
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• Broadcom Inc. (AVGO $342.76)
  • $342.76 P/E (TTM): 72.41X Cap: $1.61T
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• Meta Platforms Inc. (META $668.69)
  • $668.69 P/E (TTM): 28.83X Cap: $1.69T
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• Alphabet Inc. (GOOG $311.33)
  • $311.33 P/E (TTM): 30.01X Cap: $3.85T
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• Microsoft Corporation (MSFT $404.37)
  • $404.37 P/E (TTM): 25.87X Cap: $3.06T
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• Micron Technology Inc. (MU $410.34)
  • $410.34 P/E (TTM): 36.45X Cap: $420.09B
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• NVIDIA Corporation (NVDA $190.05)
  • $190.05 P/E (TTM): 47.16X Cap: $4.58T
  • View NVDA Profile
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• Arista Networks Inc. (ANET $140.66)
  • $140.66 P/E (TTM): 53.69X Cap: $180.64B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $374.09)
  • $374.09 P/E (TTM): 50.32X Cap: $1.87T
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• VanEck Vectors Semiconductor ETF (SMH $414.78)
  • $414.78 P/E (TTM): 35.18X Cap: $43.71B
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• Vertiv Holdings LLC Class A (VRT $248.51)
  • $248.51 P/E (TTM): 76.23X Cap: $76.32B
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• Palantir Technologies Inc. (PLTR $135.68)
  • $135.68 P/E (TTM): 340.26X Cap: $332.51B
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• Tortoise AI Infrastructure (TCAI $35.92)
  • $35.92 P/E (TTM): 30.72X Cap: $62M
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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

• Realbotix Corp. (XBOT $0.32)
  • $0.32 Cap: $67M
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Q: your opinion on xbot and the space their in, MaaS machines as a service
thank you.
great service you offer.

Upvote 2

Read Answer Asked by Howard on January 23, 2026

Q: KSCP your view on this one please
many thanks

Upvote 2

Read Answer Asked by Howard on January 23, 2026

• Kinaxis Inc. (KXS $123.10)
  • $123.10 P/E (TTM): 75.14X Cap: $3.59B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.41)
  • $160.41 P/E (TTM): 86.16X Cap: $224.52B
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Q: When do these companies next report earnings and what is expected? Do you see them beating estimates?

Upvote 9

Read Answer Asked on January 23, 2026

• Global X Robotics & AI Index ETF (RBOT $35.20)
  • $35.20 P/E (TTM): 5.81X Cap: $67M
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• GLOBAL X FDS (AIQ $50.55)
  • $50.55 P/E (TTM): 22.49X Cap: $7.77B
  • View AIQ Profile
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• Evolve Artificial Intelligence Fund (ARTI $13.09)
  • $13.09 P/E (TTM): 34.19X Cap: $20M
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• Global X Artificial Intelligence & Technology Index ETF (AIGO $29.80)
  • $29.80 P/E (TTM): 24.17X Cap: $18M
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Q: Looking for a Canadian based etf that offers exposure to the AI sector. Your thoughts on the above noted one and any better alternatives would be appreciated.

Upvote 3

Read Answer Asked by Robert on January 23, 2026

• Celestica Inc. (CLS $401.83)
  • $401.83 P/E (TTM): 51.58X Cap: $46.47B
  • View CLS Profile
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Q: Hi Peter,

Please comment of CLS earnign expections and is it buy/hold?

Upvote 6

Read Answer Asked by Anda on January 23, 2026