• Costco Wholesale Corporation (COST $1,008.79)
  • $1,008.79 P/E (TTM): 69.2X Cap: $447.55B
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• Walmart Inc. (WMT $130.43)
  • $130.43 Cap: $1.03T
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• Dollarama Inc. (DOL $173.83)
  • $173.83 P/E (TTM): 36.95X Cap: $47.44B
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Q: I own Wallmart Costco and Dollarama in the Consumer defensive sector. They each comprise about 2% of my portfolio holdings for a total of 6%. Would it make sense to just own the big two compounders Wallmart and Costco and sell Dollarama?

Upvote 7

Read Answer Asked by Dennis on April 28, 2026

• NVIDIA Corporation (NVDA $215.20)
  • $215.20 P/E (TTM): 42.41X Cap: $5.22T
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• Dollarama Inc. (DOL $173.83)
  • $173.83 P/E (TTM): 36.95X Cap: $47.44B
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• Celestica Inc. (CLS $514.08)
  • $514.08 P/E (TTM): 56.87X Cap: $60.31B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $150.68)
  • $150.68 P/E (TTM): 112.09X Cap: $196.50B
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• Kraken Robotics Inc. (PNG $6.96)
  • $6.96 Cap: $2.13B
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• Axon Enterprise Inc. (AXON $403.54)
  • $403.54 P/E (TTM): 255.54X Cap: $32.52B
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• Robinhood Markets Inc. (HOOD $77.03)
  • $77.03 P/E (TTM): 37.39X Cap: $69.36B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.38)
  • $64.38 P/E (TTM): 84.9X Cap: $144.02B
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• Nebius Group N.V. (NBIS $177.05)
  • $177.05 Cap: $44.95B
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• Galaxy Digital Inc. (GLXY $30.23)
  • $30.23 Cap: $11.80B
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Q: If YOU were starting a portfolio right now in this market, which 10 stocks (more or less in order) would you buy with pure growth on your mind? Ignore diversification for the purpose of this question. 3 - 5 year hold. Canadian or US Stocks.

A brief explanation for each.

Thanks so much!

Upvote 51

Read Answer Asked by Nick on April 22, 2026

• Visa Inc. (V $318.79)
  • $318.79 P/E (TTM): 29.93X Cap: $603.93B
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• TELUS Corporation (T $17.46)
  • $17.46 P/E (TTM): 24.38X Cap: $26.73B
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• Dollarama Inc. (DOL $173.83)
  • $173.83 P/E (TTM): 36.95X Cap: $47.44B
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• Thomson Reuters Corporation (TRI $126.94)
  • $126.94 P/E (TTM): 27.31X Cap: $55.36B
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• Vitalhub Corp. (VHI $8.00)
  • $8.00 P/E (TTM): 78.5X Cap: $502M
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• Lumine Group Inc. (LMN $20.23)
  • $20.23 P/E (TTM): 34.31X Cap: $5.19B
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Q: I plan to do some consolidating and have a 3 part question:
Please rank companies on your conviction for total return over the next 3-5 years
Please indicate the position size you would hold each one - full, half, ……..
If the lowest two in the first part are not the ones you would get rid of - please explain. ram

Upvote 5

Read Answer Asked by Ray on April 23, 2026