Investment Q&A

• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.71X Cap: $3.90T
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• Micron Technology Inc. (MU $394.69)
  • $394.69 P/E (TTM): 50.45X Cap: $444.22B
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• Teradyne Inc. (TER $300.11)
  • $300.11 P/E (TTM): 98.95X Cap: $46.99B
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Q: Hello
Please list each in order of preference. At today's price what would be your top 3 Canadian stocks to buy in each small cap, mid cap and large cap for a 3 year hold. Also your top 3 Canadian ETF'S and top 3 US stocks for a buy today. Last but not least what is your top 3 sectors going forward.
Thanks a million

Upvote 31

Read Answer Asked by j on February 06, 2026

• IREN Limited (IREN $41.83)
  • $41.83 P/E (TTM): 36.84X Cap: $13.89B
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• Nebius Group N.V. (NBIS $86.10)
  • $86.10 Cap: $20.50B
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Q: What do you think about the results. Would you be a buyer for next 3-5 years? How does it compare to NBIS?

Upvote 2

Read Answer Asked by Imtiaz on February 06, 2026

• Thomson Reuters Corporation (TRI $120.18)
  • $120.18 P/E (TTM): 22.35X Cap: $53.46B
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Q: Is there a good entry-level or is it a stay away forever stock?

Upvote 8

Read Answer Asked by adam on February 06, 2026

• Micron Technology Inc. (MU $394.69)
  • $394.69 P/E (TTM): 50.45X Cap: $444.22B
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• IREN Limited (IREN $41.83)
  • $41.83 P/E (TTM): 36.84X Cap: $13.89B
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• Nebius Group N.V. (NBIS $86.10)
  • $86.10 Cap: $20.50B
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Q: With IREN being down almost 30% over the past 5 days do you see a buying opportunity here? Are there other similar names that you'd prefer to buy on this dip?

Upvote 5

Read Answer Asked by Marcus on February 06, 2026

• Constellation Software Inc. (CSU $2,434.02)
  • $2,434.02 P/E (TTM): 56.66X Cap: $51.58B
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Q: Barry Schwartz is very bullish and calling for a record M&A year for CSU due to less PE competition. He’s buying the dip—do you think we should too?

Upvote 13

Read Answer Asked by jean on February 06, 2026

• Thomson Reuters Corp (TRI $88.07)
  • $88.07 P/E (TTM): 22.35X Cap: $39.05B
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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 6

Read Answer Asked by Dennis on February 06, 2026

• Palo Alto Networks Inc. (PANW $159.32)
  • $159.32 P/E (TTM): 97.96X Cap: $111.04B
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• CrowdStrike Holdings Inc. (CRWD $395.50)
  • $395.50 Cap: $99.70B
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Q: Hi 5i,
Could you provide your opinion on the impact if any, of AI on cybersecurity software/companies. They can certainly use AI to their benefit, but can AI provide the same level of protection long term?

Upvote 4

Read Answer Asked by Donald on February 06, 2026

• Axon Enterprise Inc. (AXON $414.20)
  • $414.20 P/E (TTM): 126.07X Cap: $32.87B
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Q: Good afternoon,

I'm curious about your latest view on AXON. The recent price declines are quite significant. Is this a buying opportunity or a sign of more trouble in the near term? I'm considering selling a put or buying shares and wondering which of these 5i would consider at this point? If you'd consider selling a put, what would be your price target and timeframe?

Thanks as always for the wonderful service you provide to this investing community,

Lisa

Upvote 5

Read Answer Asked by Lisa on February 06, 2026

• Constellation Software Inc. (CSU $2,434.02)
  • $2,434.02 P/E (TTM): 56.66X Cap: $51.58B
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Q: Do you know the Q4 and full year reporting date for CSU? I believed it was to be today after market close but can find no notice in their IR website.

Upvote 4

Read Answer Asked by Keith on February 06, 2026

• iShares Global Real Estate Index ETF (CGR $31.75)
  • $31.75 P/E (TTM): 31.0X Cap: $257M
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• iShares S&P/TSX Capped REIT Index ETF (XRE $16.36)
  • $16.36 P/E (TTM): 12.81X Cap: $1.11B
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• Hamilton REITs YIELD MAXIMIZER TM ETF (RMAX $16.57)
  • $16.57 P/E (TTM): 42.99X Cap: $130M
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Q: What do you think of RMAX ? Are there other real estate funds that look interesting ? How about international real estate opportunities. Please provide some of your picks.

Upvote 1

Read Answer Asked by Pierre on February 06, 2026

• Dividend 15 Split Corp. Class A Shares (DFN $7.53)
  • $7.53 P/E (TTM): 10.96X Cap: $903M
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Q: Why did dfn drop so much today? Seems like a buy at this price. Banks and pipelines holding up. Cheers

Upvote 1

Read Answer Asked by kenneth on February 06, 2026

• Blue Ant Media Corporation Subordinate Voting Shares (BAMI $6.38)
  • $6.38 Cap: $175M
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Q: Can you give me your thoughts on this company please? Would you be a buyer?

Upvote 1

Read Answer Asked by Bill on February 06, 2026

• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 42.65X Cap: $4.50T
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• Celestica Inc. (CLS $419.62)
  • $419.62 P/E (TTM): 47.78X Cap: $48.27B
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Q: If one has a full + position - approximately 8% - in NVDA do you see any reason for also having a position in CLS (either Canadian or U.S.) , and if so, why ?
As always, thank you.

Upvote 9

Read Answer Asked by Alexandra on February 06, 2026

• FirstService Corporation (FSV $219.68)
  • $219.68 P/E (TTM): 51.74X Cap: $10.04B
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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

• Robinhood Markets Inc. (HOOD $82.82)
  • $82.82 P/E (TTM): 30.28X Cap: $74.47B
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Q: Would you add to a 1/4 position in HOOD today or wait for the smoke to clear?

Upvote 3

Read Answer Asked by John on February 06, 2026

• Tesla CDR (CAD Hedged) (TSLA $36.18)
  • $36.18 P/E (TTM): 194.71X Cap: $2.17T
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• Robinhood CDR (CAD Hedged) (HOOD $13.82)
  • $13.82 P/E (TTM): 46.59X Cap: $125.19B
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• Broadcom CDR (CAD Hedged) (AVGO)
  • P/E (TTM): 269.35X
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• CrowdStrike CDR (CAD Hedged) (CRWD $31.10)
  • $31.10 Cap: $138.47B
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Q: Looking to purchase two of these CDR's. what order would you place them in, for pure upside from these levels
Thanks Dave

Upvote 3

Read Answer Asked by Dave on February 06, 2026

• Amazon.com Inc. (AMZN $210.32)
  • $210.32 P/E (TTM): 31.45X Cap: $2.24T
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Q: Your thoughts on Amazon's recent quarter. Thanks.
Robert

Upvote 9

Read Answer Asked by Robert on February 06, 2026

• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.71X Cap: $3.90T
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• Teradyne Inc. (TER $300.11)
  • $300.11 P/E (TTM): 98.95X Cap: $46.99B
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• Monolithic Power Systems Inc. (MPWR $1,229.82)
  • $1,229.82 P/E (TTM): 29.66X Cap: $58.91B
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Q: Peter, can you give me recommendations for three American stocks which you like? Thanks you

Upvote 11

Read Answer Asked by christianne on February 06, 2026

• Amrize Ltd (AMRZ $58.41)
  • $58.41 P/E (TTM): 27.86X Cap: $29.10B
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Q: What is your opinion of the stock for a buy at this time?
Thanks. Cheers

Upvote 1

Read Answer Asked by Hans on February 06, 2026

• Rithm Capital Corp. (RITM $10.73)
  • $10.73 P/E (TTM): 7.39X Cap: $5.94B
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Q: I'm reading conflicting reports about the dividend payout ratio of this stock. Is the current dividend sustainable?

Upvote 1

Read Answer Asked by MATHEW on February 06, 2026