Investment Q&A

• Badger Infrastructure Solutions Ltd. (BDGI $78.36)
  • $78.36 P/E (TTM): 32.17X Cap: $2.64B
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Q: Has your view of the stock changed with the latest results stock down big today?
or would you recommend buying more to average out?

Upvote 4

Read Answer Asked by Gary on April 20, 2026

• 5N Plus Inc. (VNP $34.96)
  • $34.96 P/E (TTM): 45.11X Cap: $3.14B
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• Volatus Aerospace Inc. (FLT $0.66)
  • $0.66 Cap: $446M
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Q: Hi,

Which is your preference for long-term total returns: VNP or FLT?

Thank you, Michael

Upvote 7

Read Answer Asked by Michael on April 20, 2026

• Costco Wholesale Corporation (COST $1,011.70)
  • $1,011.70 P/E (TTM): 70.31X Cap: $448.84B
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• O'Reilly Automotive Inc. (ORLY $96.67)
  • $96.67 P/E (TTM): 32.63X Cap: $80.88B
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• AutoZone Inc. (AZO $3,594.08)
  • $3,594.08 P/E (TTM): 31.23X Cap: $59.21B
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• TJX Companies Inc. (The) (TJX $156.83)
  • $156.83 P/E (TTM): 32.2X Cap: $173.42B
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• Walmart Inc. (WMT $131.60)
  • $131.60 Cap: $1.04T
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• Loblaw Companies Limited (L $62.72)
  • $62.72 P/E (TTM): 11.97X Cap: $73.26B
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• Dollarama Inc. (DOL $174.00)
  • $174.00 P/E (TTM): 36.71X Cap: $47.48B
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• Metro Inc. (MRU $91.16)
  • $91.16 P/E (TTM): 26.27X Cap: $19.43B
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• Alimentation Couche-Tard Inc. (ATD $81.09)
  • $81.09 P/E (TTM): 20.27X Cap: $74.48B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $146.42)
  • $146.42 Cap: $16.89B
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $90.05)
  • $90.05 P/E (TTM): 42.68X Cap: $9.88B
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Q: What do you think are the 5 best opportunities with consumer staples and with consumer discretionary ?

Upvote 11

Read Answer Asked by Jean-Pierre on April 20, 2026

• Broadcom Inc. (AVGO $421.28)
  • $421.28 P/E (TTM): 82.12X Cap: $1.99T
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• Celestica Inc. (CLS $569.51)
  • $569.51 P/E (TTM): 57.39X Cap: $65.47B
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Q: Hi team,
Broadcom (customer of Celestica) seems to be making a lot of large deals/partnerships lately with Hyperscalers. This being said, do you see fruits of these deals trickling down to Celestica in the form of more contracts and business for CLS? Can this be a catalyst for CLS that doesn't currently seem to be being talked about?

Thanks,
Shane.

Thanks,
Shane.

Upvote 7

Read Answer Asked by Shane on April 20, 2026

• Brookfield Renewable Partners L.P. (BEP.UN $45.35)
  • $45.35 Cap: $30.84B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $49.20)
  • $49.20 P/E (TTM): 39.15X Cap: $22.65B
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• Brookfield Corporation Class A Limited Voting Shares (BN $61.48)
  • $61.48 P/E (TTM): 82.26X Cap: $137.53B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $65.23)
  • $65.23 P/E (TTM): 31.44X Cap: $106.85B
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Q: I wish to reduce my number of holdings in my portfolio. Feeling what I have has some overlapping. Which ones of my list would you recommend to keep? I do plan to hold the rest for growth and stability for more than 5 years.
BN, BAM,BIP.UN, BIP-C, BEP.UN, BEP-C
Many thanks,

Upvote 13

Read Answer Asked by Serge on April 17, 2026

• Amazon.com Inc. (AMZN $268.26)
  • $268.26 P/E (TTM): 37.41X Cap: $2.88T
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• Alphabet Inc. (GOOG $383.22)
  • $383.22 P/E (TTM): 35.45X Cap: $4.67T
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• NVIDIA Corporation (NVDA $198.45)
  • $198.45 P/E (TTM): 40.5X Cap: $4.82T
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• Celestica Inc. (CLS $569.51)
  • $569.51 P/E (TTM): 57.39X Cap: $65.47B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.48)
  • $173.48 P/E (TTM): 134.78X Cap: $226.23B
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• 5N Plus Inc. (VNP $34.96)
  • $34.96 P/E (TTM): 45.11X Cap: $3.14B
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• EQB Inc. (EQB $124.17)
  • $124.17 P/E (TTM): 20.8X Cap: $4.54B
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• Kraken Robotics Inc. (PNG $7.45)
  • $7.45 Cap: $2.28B
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• Palo Alto Networks Inc. (PANW $181.08)
  • $181.08 P/E (TTM): 100.04X Cap: $147.76B
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• HIVE Digital Technologies Ltd. (HIVE $3.28)
  • $3.28 Cap: $817M
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• CrowdStrike Holdings Inc. (CRWD $455.64)
  • $455.64 Cap: $115.55B
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• SoFi Technologies Inc. (SOFI $16.43)
  • $16.43 P/E (TTM): 43.24X Cap: $21.07B
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• Robinhood Markets Inc. (HOOD $73.66)
  • $73.66 P/E (TTM): 36.11X Cap: $66.33B
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• Nebius Group N.V. (NBIS $154.49)
  • $154.49 Cap: $39.22B
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $90.05)
  • $90.05 P/E (TTM): 42.68X Cap: $9.88B
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• CoreWeave Inc. (CRWV $119.01)
  • $119.01 Cap: $64.61B
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• Galaxy Digital Inc. (GLXY $28.11)
  • $28.11 Cap: $10.98B
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Q: One of the members mentioned feeling bad that he had missed the boat on the rising tide. I am also in that boat. I had planned to buy something but kept putting it off. That being said, are there still some bargains around? I am thinking of the usually favoured stocks such as Shop, Google, CSU etc.
Thanks for the greatest service

Upvote 42

Read Answer Asked by joseph on April 17, 2026

• Element Fleet Management Corp. (EFN $32.01)
  • $32.01 P/E (TTM): 23.36X Cap: $12.71B
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• EQB Inc. (EQB $124.17)
  • $124.17 P/E (TTM): 20.8X Cap: $4.54B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $289.61)
  • $289.61 P/E (TTM): 47.71X Cap: $3.44B
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• Electrovaya Inc. (ELVA $12.90)
  • $12.90 P/E (TTM): 93.21X Cap: $619M
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $90.05)
  • $90.05 P/E (TTM): 42.68X Cap: $9.88B
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Q: My recent answer for additions to my tfsa was to add the following firms: VNP, CLS,PNG, BN, & SHOP.
My question when written listed the above holdings as currently owned.
Could I have 4-5 other firms please?
Thank you David

Upvote 8

Read Answer Asked by David on April 17, 2026

• Suncor Energy Inc. (SU $91.83)
  • $91.83 P/E (TTM): 18.9X Cap: $108.99B
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• Canadian Natural Resources Limited (CNQ $63.88)
  • $63.88 P/E (TTM): 12.36X Cap: $133.25B
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• ARC Resources Ltd. (ARX $31.85)
  • $31.85 P/E (TTM): 14.54X Cap: $18.01B
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• Tourmaline Oil Corp. (TOU $65.95)
  • $65.95 P/E (TTM): 91.6X Cap: $25.60B
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• Athabasca Oil Corporation (ATH $11.91)
  • $11.91 P/E (TTM): 24.31X Cap: $5.71B
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Q: May I please have your top five North America and international oil and/or gas stocks. I currently owned some CVE and VET. Small positions in Tamarack Valley and White Cap.
With appreciation,
Ed

Upvote 6

Read Answer Asked by Ed on April 17, 2026

• Canadian National Railway Company (CNR $152.19)
  • $152.19 P/E (TTM): 20.08X Cap: $92.95B
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• Sun Life Financial Inc. (SLF $98.27)
  • $98.27 P/E (TTM): 15.98X Cap: $54.44B
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• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.88X Cap: $51.74B
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• Intact Financial Corporation (IFC $261.66)
  • $261.66 P/E (TTM): 14.13X Cap: $46.74B
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• TMX Group Limited (X $55.48)
  • $55.48 P/E (TTM): 37.23X Cap: $15.43B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.48)
  • $173.48 P/E (TTM): 134.78X Cap: $226.23B
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• Hydro One Limited (H $58.41)
  • $58.41 P/E (TTM): 26.31X Cap: $35.03B
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• Brookfield Corporation Class A Limited Voting Shares (BN $61.48)
  • $61.48 P/E (TTM): 82.26X Cap: $137.53B
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Q: Hello,

Could you provide your top 3 or 4 choices from your income and balanced portfolio you would buy today? If there are any gems outside of these portfolios that are worth a hard look please include them.
Thank you

Upvote 17

Read Answer Asked by Delbert on April 16, 2026

• Dollarama Inc. (DOL $174.00)
  • $174.00 P/E (TTM): 36.71X Cap: $47.48B
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• TerraVest Industries Inc. (TVK $134.59)
  • $134.59 Cap: $2.91B
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Q: For aTFSA I coud add to DOL or start a new position inTVK. What would you choose for a long term hold? Thank you,
Gary

Upvote 4

Read Answer Asked by Gary on April 16, 2026

• Kraken Robotics Inc. (PNG $7.45)
  • $7.45 Cap: $2.28B
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Q: PNG released results this morning. Looks good but not sure if good enough to sustain its strong price movement. Your comments after the call would be helpful. How do you see things progressing price-wise over the next 6-12 months? Still looking like a top performer?

Upvote 12

Read Answer Asked on April 16, 2026

• Kraken Robotics Inc. (PNG $7.45)
  • $7.45 Cap: $2.28B
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Q: Thoughts on the quarter please, if not already asked.
A prior question on the Q expectations you had indicated...'Revenue expectations are $39.36 mln for the quarter'..... but it looks like the 'Consolidated revenue for the quarter was flat at $28.4 million.'
Is this a concern? Or is there a difference between 'consolidated' and 'revenue'?
The forward guidance without the new acquisition looks good and probably even better with the acquisition (to be announced post completed acquisition).
Do you see any obstacles with the potential acquisition, ie anything that might prevent it?
I have owned the stock since about 18-24 months...and I thank-you for the suggestion!!!

cheers,
Steve

Upvote 12

Read Answer Asked by Stephen on April 16, 2026

• Amazon.com Inc. (AMZN $268.26)
  • $268.26 P/E (TTM): 37.41X Cap: $2.88T
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Q: Really enjoyed Chris White's inaugural appearance on BNN Market Call. Chris mentioned something along the lines that high beta stocks tend to have higher compounding (better returns even with above-market PE ratios). If this is indeed true (generally speaking), can you explain why this would be the case (the logic or math underlying this thesis)? Or, if I misunderstood what was said, please correct me/explain.

Ted

Upvote 12

Read Answer Asked by Ted on April 15, 2026

• Savaria Corporation (SIS $29.56)
  • $29.56 P/E (TTM): 30.79X Cap: $6.74B
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Q: Did 5i have a chance to be part of Savaria investor day and if so do you have any thought?

Thx

Upvote 3

Read Answer Asked by blake on April 15, 2026

• Element Fleet Management Corp. (EFN $32.01)
  • $32.01 P/E (TTM): 23.36X Cap: $12.71B
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• TMX Group Limited (X $55.48)
  • $55.48 P/E (TTM): 37.23X Cap: $15.43B
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Q: Would you recommend to buy these in a cash account? Although the dividend is low, there is the Dividend Tax Credit.
I'm not sure what the growth expectations are for stock price. What's your prediction?

Upvote 2

Read Answer Asked by Brenda on April 15, 2026

• Royal Bank of Canada (RY $244.20)
  • $244.20 P/E (TTM): 16.38X Cap: $341.03B
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• Toronto-Dominion Bank (The) (TD $145.84)
  • $145.84 P/E (TTM): 11.68X Cap: $243.38B
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• Bank of Nova Scotia (The) (BNS $106.05)
  • $106.05 P/E (TTM): 20.63X Cap: $130.70B
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Q: Hello:

Canadian banks have had a great run. Valuations have markedly changed more than I would have predicted. At what valuation might you trim into this strength? What headwinds could be foreseen?

Many thanks.

Upvote 2

Read Answer Asked by Marilou on April 15, 2026

• TFI International Inc. (TFII $193.46)
  • $193.46 P/E (TTM): 49.05X Cap: $15.89B
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Q: As a follow up to my question today, Do you think any fuel issues on margins might already be priced in...or the market assuming that it may be short-lived? What would you be worried about in their upcoming earnings...or what could be a catalyst for further share price increases

Upvote 3

Read Answer Asked by Doug on April 15, 2026

• GFL Environmental Inc. subordinate voting shares (GFL $52.36)
  • $52.36 P/E (TTM): 5.36X Cap: $18.80B
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Q: Your thoughts on this deal to acquire Secure,would you buy this here and if they are paying for 80% of this with shares ,would you consider this a pretty big bite to digest what do you see this stock doing in the short term(1-3 months)THANKS

Upvote 4

Read Answer Asked by Greg on April 14, 2026

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.48)
  • $173.48 P/E (TTM): 134.78X Cap: $226.23B
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Q: Any reason why SHOP has been so weak the past few days and particularly today? I don't see any news and am trying to figure out what's happening. I realize it's a volatile stock. Is this to be taken as routine movement for this type of stock?

Upvote 5

Read Answer Asked on April 12, 2026

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.48)
  • $173.48 P/E (TTM): 134.78X Cap: $226.23B
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Q: I know that you really like Shop but it has been extremely weak Today it is down close to 6% On a technical basis it is approaching a support level of around 151 give or take. Break that and we are on our way to 100. My gut says that the market does not like this stock. Perhaps we should pay heed to what the market is telling us and limit our losses while we can. Your analysis please.

Upvote 4

Read Answer Asked by John on April 12, 2026