Investment Q&A

• Micron Technology Inc. (MU $420.59)
  • $420.59 P/E (TTM): 40.07X Cap: $474.31B
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• NVIDIA Corporation (NVDA $188.63)
  • $188.63 P/E (TTM): 37.53X Cap: $4.58T
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• Eli Lilly and Company (LLY $939.47)
  • $939.47 P/E (TTM): 41.62X Cap: $887.62B
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• Celestica Inc. (CLS $486.28)
  • $486.28 P/E (TTM): 46.46X Cap: $55.90B
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• 5N Plus Inc. (VNP $35.47)
  • $35.47 P/E (TTM): 44.7X Cap: $3.19B
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• Kraken Robotics Inc. (PNG $8.16)
  • $8.16 P/E (TTM): 140.33X Cap: $2.50B
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• Teradyne Inc. (TER $367.99)
  • $367.99 P/E (TTM): 104.96X Cap: $57.61B
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• Zedcor Inc. (ZDC $5.66)
  • $5.66 P/E (TTM): 381.43X Cap: $597M
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• CECO Environmental Corp. (CECO $64.24)
  • $64.24 P/E (TTM): 47.81X Cap: $2.29B
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• EnerSys (ENS $191.01)
  • $191.01 P/E (TTM): 23.49X Cap: $7.03B
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• Ondas Inc (ONDS $9.13)
  • $9.13 Cap: $4.39B
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• Brookfield Corporation Class A Limited Voting Shares (BN $58.35)
  • $58.35 P/E (TTM): 79.73X Cap: $130.53B
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• Nebius Group N.V. (NBIS $144.97)
  • $144.97 Cap: $34.51B
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• Rocket Lab Corporation (RKLB $68.05)
  • $68.05 Cap: $39.18B
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• Alphabet CDR (CAD Hedged) (GOOG $50.75)
  • $50.75 P/E (TTM): 39.35X Cap: $5.30T
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• Voyager Technologies Inc. Class A (VOYG $29.78)
  • $29.78 Cap: $1.75B
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• Firefly Aerospace Inc. (FLY $37.54)
  • $37.54 Cap: $5.26B
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Q: Hello 5i Team,

Given the current pull-back in the market, could you please provide your 6 highest conviction Canadian or US stocks (ranked in order) for (i) small-cap, (ii) mid-cap, and (iii) large-cap companies considering a 3+ year hold.

Thanks in advance for your always helpful advice!

Upvote 46

Read Answer Asked by Keith on February 09, 2026

• Toronto Dominion Bank (TD.PFA)
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Q: Good morning, at this time, what 5 dividend stocks may be close to bottoming that have a good bounce potential for growth? Similar to TD if I had bought at the beginning of 2025?
Thx,
Kevin

Upvote 10

Read Answer Asked by Kevin on February 09, 2026

• Broadcom Inc. (AVGO $371.55)
  • $371.55 P/E (TTM): 74.72X Cap: $1.75T
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• Micron Technology Inc. (MU $420.59)
  • $420.59 P/E (TTM): 40.07X Cap: $474.31B
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• NVIDIA Corporation (NVDA $188.63)
  • $188.63 P/E (TTM): 37.53X Cap: $4.58T
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• Sandisk Corporation (SNDK $851.77)
  • $851.77 Cap: $125.72B
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• Celestica Inc. (CLS $486.28)
  • $486.28 P/E (TTM): 46.46X Cap: $55.90B
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• Advanced Micro Devices Inc. (AMD $245.04)
  • $245.04 P/E (TTM): 89.3X Cap: $399.49B
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• Teradyne Inc. (TER $367.99)
  • $367.99 P/E (TTM): 104.96X Cap: $57.61B
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• Super Micro Computer Inc. (SMCI $25.26)
  • $25.26 P/E (TTM): 17.07X Cap: $15.13B
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• IREN Limited (IREN $39.32)
  • $39.32 P/E (TTM): 66.18X Cap: $13.06B
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• Nebius Group N.V. (NBIS $144.97)
  • $144.97 Cap: $34.51B
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Q: Good Morning
With all the increases in Capex spending what specific stocks do you see as benefitting short and long term? This might seem like an obvious question but with all the negative momentum it needs asking. Thank you

Upvote 14

Read Answer Asked by Marty on February 09, 2026

• SunOpta Inc. (SOY $8.99)
  • $8.99 Cap: $1.06B
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Q: can you give an update on this company.did it receive an offer friday?

Upvote 1

Read Answer Asked by Don on February 09, 2026

• Uber Technologies Inc. (UBER $70.48)
  • $70.48 P/E (TTM): 15.18X Cap: $143.98B
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Q: Can you please comment on earnings, the lawsuits/verdict and whether this is a buy, sell, or hold? Thank you!

Upvote 2

Read Answer Asked by Neil on February 09, 2026

• 5N Plus Inc. (VNP $35.47)
  • $35.47 P/E (TTM): 44.7X Cap: $3.19B
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• Albemarle Corporation (ALB $173.64)
  • $173.64 Cap: $20.46B
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• Neo Performance Materials Inc. (NEO $22.15)
  • $22.15 Cap: $921M
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• VanEck Rare Earth/Strategic Metals ETF (REMX $94.50)
  • $94.50 P/E (TTM): 102.36X Cap: $264M
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• Alliance Mining Corp. (ALM $0.25)
  • $0.25 P/E (TTM): 25.0X Cap: $2M
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• MP Materials Corp. (MP $55.24)
  • $55.24 Cap: $9.81B
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Q: I currently have full positions in base metal and precious metal stocks. Thank you for your ideas. Finding myself short of rare earth investments. Could I have a couple suggestions please?
Thanks
Steve

Upvote 9

Read Answer Asked by Steven on February 09, 2026

• Robinhood Markets Inc. (HOOD $69.19)
  • $69.19 P/E (TTM): 34.37X Cap: $62.29B
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• Reddit Inc. Class A (RDDT $139.73)
  • $139.73 P/E (TTM): 53.02X Cap: $26.69B
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• Robinhood CDR (CAD Hedged) (HOOD $11.44)
  • $11.44 P/E (TTM): 34.2X Cap: $85.10B
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Q: Hi gang, would like to buy between RDDT OR HOOD. What would you suggest for 2-3 years hold. And at what price would you recommend and why,
Thanks. Alnoor

Upvote 2

Read Answer Asked by Alnoor on February 09, 2026

• CI Galaxy Ethereum ETF (ETHX.B $11.07)
  • $11.07 Cap: $400M
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• Fidelity Advantage Bitcoin ETF (FBTC $33.40)
  • $33.40 Cap: $1.34B
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• Fidelity Advantage Ether ETF (FETH $41.64)
  • $41.64 Cap: $69M
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Q: What are your favourite Canadian listed Bitcoin and Ethereum ETFs ? Is there a good Canadian listed ETF that covers crypto companies (underlying companies can of course be U.S.) ? I do not want to buy on U.S. exchanges.

Upvote 2

Read Answer Asked by Thomas on February 09, 2026

• Omai Gold Mines Corp. (OMG $2.03)
  • $2.03 Cap: $1.29B
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Q: YOU CAUTIOUSLY LIKED THE PROSPECTS OF THIS STOCK A YEAR AGO AT .37 A

SHARE. NOW 1.90 A SHARE. 500 % UP. DO YOU STILL LIKE THE FUTURE

PROSPECTS? THANKS

Upvote 4

Read Answer Asked by terrance on February 09, 2026

• Alimentation Couche-Tard Inc. (ATD $77.83)
  • $77.83 P/E (TTM): 20.94X Cap: $71.49B
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• Lumine Group Inc. (LMN $21.60)
  • $21.60 P/E (TTM): 85.67X Cap: $5.54B
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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

• Moody's Corporation (MCO $427.41)
  • $427.41 P/E (TTM): 32.06X Cap: $76.08B
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• S&P Global CDR (CAD Hedged) (SPGI $19.77)
  • $19.77 P/E (TTM): 28.94X Cap: $175.79B
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Q: Thoughts on AI's effect on these stocks. Are they getting lumped into selling software, and if so, how? Do you still recommend holding these? Thank you!

Upvote 4

Read Answer Asked by Neil on February 09, 2026

• Wheaton Precious Metals Corp. (WPM $200.24)
  • $200.24 P/E (TTM): 44.19X Cap: $90.91B
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• Agnico Eagle Mines Limited (AEM $302.27)
  • $302.27 P/E (TTM): 24.78X Cap: $151.43B
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• Nutrien Ltd. (NTR $102.13)
  • $102.13 P/E (TTM): 33.95X Cap: $49.36B
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Q: Currently hold AEM and WPM, but no NTR. Would it be reasonable to sell WPM to pick up some NTR to diversify a bit? Thank you.

Upvote 4

Read Answer Asked by jeff on February 09, 2026

• Alphabet CDR (CAD Hedged) (GOOG $50.75)
  • $50.75 P/E (TTM): 39.35X Cap: $5.30T
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Q: Are you still very positive on Google after earnings? Big tech getting negative press with some calling to boycott due to connection to ICE. Do you think this can have any effect on Google? Thank you!

Upvote 8

Read Answer Asked by Neil on February 09, 2026

• Micron Technology Inc. (MU $420.59)
  • $420.59 P/E (TTM): 40.07X Cap: $474.31B
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Q: Hi 5I.
Samsung has announced that they will start large-scale production of the next generation of high-bandwidth memory chips as soon as this month which seems to be a significant threat to MU who's recent success lies in the production of HBM chips. I was about to take a position in MU and this news has dampened my decision. Your thoughts and guidance please.

Carl

Upvote 6

Read Answer Asked by Carl on February 09, 2026

• Canadian Natural Resources Limited (CNQ $64.16)
  • $64.16 P/E (TTM): 12.21X Cap: $133.83B
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Q: Hello Peter
CNQ has been on a nice run as compared to tou, ala the gas stocks
it it related to the tension in Iran? should I add more or hold or sell?
thanks
michael

Upvote 12

Read Answer Asked by Michael on February 09, 2026

Q: I want to learn and start option trading, please advice Best books to read and the best place to take cource, in your opinion.

Upvote 8

Read Answer Asked by Nizar on February 09, 2026

• Miscellaneous (MISC)
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Q: On CNBC today Brad Gerstner, who i believe is one of the smart ones out there, said if software companies do not adapt to AI for revenue and profits, they are just about done. What do you think?
Thanks Again

Upvote 7

Read Answer Asked by eugene on February 09, 2026

• EnerSys (ENS $191.01)
  • $191.01 P/E (TTM): 23.49X Cap: $7.03B
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• Kratos Defense & Security Solutions Inc. (KTOS $70.34)
  • $70.34 P/E (TTM): 525.62X Cap: $13.17B
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• Rocket Lab Corporation (RKLB $68.05)
  • $68.05 Cap: $39.18B
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• Karman Holdings Inc. (KRMN $82.52)
  • $82.52 P/E (TTM): 647.85X Cap: $10.93B
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Q: Hi 5 I
I’m rebalancing nvda, and thinking of purchasing defence which I don’t have. What would be first and second choice of ktos, krmn, rklb.
Also would ens system be a good buy right now, and if so where would it fit in with the above defence. Thanks very much for all your good advice.

Upvote 7

Read Answer Asked by Maurice on February 09, 2026

Q: Any idea why analysts would advise selling Fortis? My TD webroker account shows it as a sell

Upvote 5

Read Answer Asked by M.S. on February 09, 2026

• McKesson Corporation (MCK $865.60)
  • $865.60 P/E (TTM): 25.2X Cap: $106.02B
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Q: Please review the earnings. Is this a buy for future growth? What would be a good entry point?

Upvote 3

Read Answer Asked by Dennis on February 09, 2026