Investment Q&A

• FirstService Corporation (FSV $220.11)
  • $220.11 P/E (TTM): 49.99X Cap: $9.63B
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Q: Hi Peter,
FSV is at a multi-year low. Unlike TRI or CSU, which are dumped by investors fearing AI is going to affect their revenue, what are the reasons driving the selloff of FSV? Do you see FSV having strong growth this year and now is an opportunity to add? Or would CSU or TRI be better candidates to add to at current price? Thanks.

Upvote 7

Read Answer Asked by Willie on January 07, 2026

• Tantalus Systems Holding Inc. (GRID $5.43)
  • $5.43 Cap: $282M
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• Electrovaya Inc. (ELVA $13.50)
  • $13.50 P/E (TTM): 157.5X Cap: $642M
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Q: Hi Team,
I am looking for a tfsa candidate to play the secular growing demand in the north American electricity grid. Would Grid fit the bill here? The company seems to be doing well, and with a smaller 240mil market cap it seems that there could be multi bagger opportunity here over the next decade, would your agree? If you do not see Grid as a top pick today, do you have a couple alternative suggestions for a high conviction growth stock for this years tfsa contribution?

Thanks,
Shane.

Upvote 7

Read Answer Asked by Shane on January 06, 2026

• Finning International Inc. (FTT $87.81)
  • $87.81 P/E (TTM): 17.23X Cap: $11.47B
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Q: You’re thoughts on finning

Upvote 6

Read Answer Asked on January 06, 2026

• Dollarama Inc. (DOL $193.11)
  • $193.11 P/E (TTM): 39.7X Cap: $51.37B
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• Celestica Inc. (CLS $372.00)
  • $372.00 P/E (TTM): 46.46X Cap: $46.65B
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• Toromont Industries Ltd. (TIH $180.05)
  • $180.05 P/E (TTM): 28.92X Cap: $14.47B
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• Thomson Reuters Corporation (TRI $128.31)
  • $128.31 P/E (TTM): 27.53X Cap: $55.78B
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• Kraken Robotics Inc. (PNG $7.58)
  • $7.58 P/E (TTM): 137.5X Cap: $2.48B
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• Galaxy Digital Inc. Class A common stock (GLXY $27.90)
  • $27.90 Cap: $11.71B
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Q: In the growth portfolio, could you list the companies you would add to in a TFSA from highest conviction to lowest. Maybe six of them,

Upvote 14

Read Answer Asked by Helen on January 06, 2026

• 5N Plus Inc. (VNP $27.68)
  • $27.68 P/E (TTM): 37.42X Cap: $2.27B
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• Tantalus Systems Holding Inc. (GRID $5.43)
  • $5.43 Cap: $282M
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Q: I hold small (less than 1%) positions in VNP and GRID. I would like to beef up the size of my holdings or sell and redistribute the funds into other positions. Would you put more money into VNP and GRID, combine the two into one holding of either VNP or GRID, or reallocate the funds. Thank you for your help with this.
David

Upvote 10

Read Answer Asked by David on January 06, 2026

• Illumina Inc. (ILMN $135.96)
  • $135.96 P/E (TTM): 32.52X Cap: $20.69B
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• Humana Inc. (HUM $195.72)
  • $195.72 P/E (TTM): 17.5X Cap: $23.21B
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• Miscellaneous (MISC)
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• Cipher Pharmaceuticals Inc. (CPH $14.58)
  • $14.58 P/E (TTM): 15.82X Cap: $368M
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• goeasy Ltd. (GSY $127.05)
  • $127.05 P/E (TTM): 9.45X Cap: $2.02B
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• Firan Technology Group Corporation (FTG $15.22)
  • $15.22 P/E (TTM): 36.02X Cap: $396M
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• HIVE Digital Technologies Ltd. (HIVE $3.11)
  • $3.11 P/E (TTM): 20.18X Cap: $839M
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• kneat.com inc. (KSI $4.17)
  • $4.17 Cap: $414M
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• Vitalhub Corp. (VHI $8.20)
  • $8.20 P/E (TTM): 167.25X Cap: $520M
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• Sonoco Products Company (SON $50.74)
  • $50.74 P/E (TTM): 7.66X Cap: $4.73B
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• Propel Holdings Inc. (PRL $24.80)
  • $24.80 P/E (TTM): 11.83X Cap: $972M
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• Mama's Creations Inc. (MAMA $15.53)
  • $15.53 P/E (TTM): 140.27X Cap: $613M
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• Skyward Specialty Insurance Group Inc. (SKWD $44.27)
  • $44.27 P/E (TTM): 13.3X Cap: $1.82B
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• Harrow Inc Com (HROW $46.49)
  • $46.49 Cap: $1.74B
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Q: Hi,
You’ve mentioned a lot of small caps that have already had significant growth in share price. What are some small cap names that have not yet landed on everyone’s radar?

Upvote 12

Read Answer Asked by Ian on January 06, 2026

• Dollarama Inc. (DOL $193.11)
  • $193.11 P/E (TTM): 39.7X Cap: $51.37B
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• Wheaton Precious Metals Corp. (WPM $184.82)
  • $184.82 P/E (TTM): 58.73X Cap: $84.73B
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• Toromont Industries Ltd. (TIH $180.05)
  • $180.05 P/E (TTM): 28.92X Cap: $14.47B
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• Agnico Eagle Mines Limited (AEM $262.54)
  • $262.54 P/E (TTM): 32.12X Cap: $135.17B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.92)
  • $153.92 P/E (TTM): 96.88X Cap: $212.34B
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• Cipher Pharmaceuticals Inc. (CPH $14.58)
  • $14.58 P/E (TTM): 15.82X Cap: $368M
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• goeasy Ltd. (GSY $127.05)
  • $127.05 P/E (TTM): 9.45X Cap: $2.02B
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• Tamarack Valley Energy Ltd. (TVE $9.43)
  • $9.43 Cap: $471M
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• TerraVest Industries Inc. (TVK $140.43)
  • $140.43 Cap: $3.08B
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• Kraken Robotics Inc. (PNG $7.58)
  • $7.58 P/E (TTM): 137.5X Cap: $2.48B
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• Silvercorp Metals Inc. (SVM $14.06)
  • $14.06 P/E (TTM): 82.05X Cap: $3.22B
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• Lundin Gold Inc. (LUG $101.67)
  • $101.67 P/E (TTM): 26.47X Cap: $25.92B
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• Zedcor Inc. (ZDC $5.85)
  • $5.85 P/E (TTM): 434.29X Cap: $630M
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• Vitalhub Corp. (VHI $8.20)
  • $8.20 P/E (TTM): 167.25X Cap: $520M
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• Galaxy Digital Inc. Class A common stock (GLXY $27.90)
  • $27.90 Cap: $11.71B
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $74.20)
  • $74.20 P/E (TTM): 47.77X Cap: $7.97B
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Q: Hi Group please give me your top 6 sectors for 2026 (in order of preference please. Also can you give me you top 2 picks for each sector also in order of preference Lastly too late to buy gold and silver and copper what is your top picks in Gold and silver as well please assuming you recommend buy at this late date...thanks

Upvote 38

Read Answer Asked by Terence on January 05, 2026

• goeasy Ltd. (GSY $127.05)
  • $127.05 P/E (TTM): 9.45X Cap: $2.02B
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Q: I am starting to think about my 2026 contribution to my TFSA. I wonder if I might have your highest conviction growth stock pick where risk and volatility are not a concern.

Thanks
David

Upvote 19

Read Answer Asked by David on December 29, 2025

• Tokens.com Corp. (COIN)
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• Galaxy Digital Inc. (GLXY $20.77)
  • $20.77 Cap: $8.58B
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Q: Given a preference to own one of these versus both, would you favor COIN or GLXY, and why?

Is there a case to be made for owning both …. Or neither?

Thank you

Upvote 5

Read Answer Asked by Donald on December 23, 2025

• Groupe Dynamite Inc. Subordinate voting shares (GRGD $74.20)
  • $74.20 P/E (TTM): 47.77X Cap: $7.97B
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Q: Where would you rank Groupe Dynamite Inc amongst your favourite mid cap companies ? Assuming you feel it is in fact a mid cap stock at a 9 B market cap. A reason please. +5 year hold for a TFSA.

Thank you and Happy Holidays!

Upvote 7

Read Answer Asked by Nick on December 23, 2025

• Celestica Inc. (CLS $372.00)
  • $372.00 P/E (TTM): 46.46X Cap: $46.65B
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• Vertiv Holdings LLC Class A (VRT $180.23)
  • $180.23 P/E (TTM): 71.7X Cap: $72.70B
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• Nebius Group N.V. (NBIS $81.78)
  • $81.78 Cap: $21.41B
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Q: can you talk about these stocks as investments
Thank You
Peter

Upvote 18

Read Answer Asked by Peter on December 23, 2025

• Royal Bank of Canada (RY $233.18)
  • $233.18 P/E (TTM): 15.99X Cap: $325.89B
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• Toronto-Dominion Bank (The) (TD $130.81)
  • $130.81 P/E (TTM): 11.04X Cap: $222.27B
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• Bank of Nova Scotia (The) (BNS $102.47)
  • $102.47 P/E (TTM): 25.26X Cap: $127.59B
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• Enbridge Inc. (ENB $67.88)
  • $67.88 P/E (TTM): 25.24X Cap: $146.73B
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• Sun Life Financial Inc. (SLF $88.54)
  • $88.54 P/E (TTM): 21.79X Cap: $48.96B
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• Constellation Software Inc. (CSU $2,357.00)
  • $2,357.00 P/E (TTM): 56.14X Cap: $48.50B
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• Dollarama Inc. (DOL $193.11)
  • $193.11 P/E (TTM): 39.7X Cap: $51.37B
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• Intact Financial Corporation (IFC $261.41)
  • $261.41 P/E (TTM): 21.12X Cap: $45.45B
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• Celestica Inc. (CLS $372.00)
  • $372.00 P/E (TTM): 46.46X Cap: $46.65B
  • View CLS Profile
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• Toromont Industries Ltd. (TIH $180.05)
  • $180.05 P/E (TTM): 28.92X Cap: $14.47B
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• Thomson Reuters Corporation (TRI $128.31)
  • $128.31 P/E (TTM): 27.53X Cap: $55.78B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.92)
  • $153.92 P/E (TTM): 96.88X Cap: $212.34B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.04)
  • $62.04 P/E (TTM): 91.59X Cap: $136.58B
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Q: We are looking to inject more growth into our TFSAs - can accept reasonable degree of risk. Looking for concentrated list 10 stocks for 3-5 year hold.

Upvote 34

Read Answer Asked by sam on December 22, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $27.90)
  • $27.90 Cap: $11.71B
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Q: hi, a couple of questions on GLXY: is the company making a profit now? does it have a PE and PEG ratio? approximately what percentage of the income comes from it's various sources? how much is the income related to the price of Bitcoin and/or other digital currencies"currency" concoctions?
cheers, Chris

Upvote 10

Read Answer Asked by chris on December 19, 2025

• Manulife Financial Corporation (MFC $51.68)
  • $51.68 P/E (TTM): 16.5X Cap: $87.46B
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• Great-West Lifeco Inc. (GWO $63.17)
  • $63.17 P/E (TTM): 14.64X Cap: $58.33B
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• Sun Life Financial Inc. (SLF $88.54)
  • $88.54 P/E (TTM): 21.79X Cap: $48.96B
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Q: GWO has done extremely well this year, up over 40%, while MFC is up over 11%. SLF, though, has lagged, down about 1.5% over the past year. What explains the wide gulf in their stock performance?

Upvote 7

Read Answer Asked by John on December 18, 2025

• Dream Industrial Real Estate Investment Trust (DIR.UN $13.07)
  • $13.07 P/E (TTM): 30.19X Cap: $3.79B
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Q: Hello, Please provide some thoughts around the Dream Industrial REIT Strategic Partnership With CPP announced Dec 17, 2025. Would you expect this to be a catalyst towards a bullish run for DIR.UN? Thanks.

Upvote 6

Read Answer Asked by Mark on December 18, 2025

• Amazon.com Inc. (AMZN $236.73)
  • $236.73 P/E (TTM): 34.32X Cap: $2.55T
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• Alphabet Inc. (GOOG $334.08)
  • $334.08 P/E (TTM): 34.05X Cap: $4.09T
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• Intuitive Surgical Inc. (ISRG $474.94)
  • $474.94 P/E (TTM): 65.62X Cap: $169.76B
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• Netflix Inc. (NFLX $80.79)
  • $80.79 P/E (TTM): 4.12X Cap: $337.51B
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• NVIDIA Corporation (NVDA $173.99)
  • $173.99 P/E (TTM): 46.06X Cap: $4.38T
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• Booking Holdings Inc. (BKNG $4,570.45)
  • $4,570.45 P/E (TTM): 33.37X Cap: $149.71B
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• United Rentals Inc. (URI $833.57)
  • $833.57 P/E (TTM): 20.07X Cap: $49.94B
  • View URI Profile
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• Sun Life Financial Inc. (SLF $88.54)
  • $88.54 P/E (TTM): 21.79X Cap: $48.96B
  • View SLF Profile
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• Constellation Software Inc. (CSU $2,357.00)
  • $2,357.00 P/E (TTM): 56.14X Cap: $48.50B
  • View CSU Profile
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• Intact Financial Corporation (IFC $261.41)
  • $261.41 P/E (TTM): 21.12X Cap: $45.45B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.92)
  • $153.92 P/E (TTM): 96.88X Cap: $212.34B
  • View SHOP Profile
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• Axon Enterprise Inc. (AXON $430.20)
  • $430.20 P/E (TTM): 145.11X Cap: $35.82B
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• Robinhood Markets Inc. (HOOD $80.55)
  • $80.55 P/E (TTM): 37.46X Cap: $78.29B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.04)
  • $62.04 P/E (TTM): 91.59X Cap: $136.58B
  • View BN Profile
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• Nebius Group N.V. (NBIS $81.78)
  • $81.78 Cap: $21.41B
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• Tesla CDR (CAD Hedged) (TSLA $35.60)
  • $35.60 P/E (TTM): 206.77X Cap: $2.17T
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Q: Hi I hold the following positions
CSU overweight
CLS overweight
GOOG overweight
BN overweight
GLXY
NBIS
NVDA
ISRG
AXON
SHOP
AMAZON
HOOD
VOO
URI
PNG

Would you add to existing positions or choose to buy others?

Please list your top 5 other stocks, and a brief reason for each ? Cnd or US

Thank you

Upvote 28

Read Answer Asked by Nick on December 17, 2025

• Royal Bank of Canada (RY $233.18)
  • $233.18 P/E (TTM): 15.99X Cap: $325.89B
  • View RY Profile
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• Toronto-Dominion Bank (The) (TD $130.81)
  • $130.81 P/E (TTM): 11.04X Cap: $222.27B
  • View TD Profile
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• BMO Equal Weight Banks Index ETF (ZEB $59.49)
  • $59.49 P/E (TTM): 15.25X Cap: $5.71B
  • View ZEB Profile
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Q: Good morning,

If one wanted 15% exposure to Canadian banks, would you buy TD and RY for 7.5% each, or would you buy TD, RY and ZEB for 5% each?

Thanks as always.

Upvote 7

Read Answer Asked by Trevor on December 17, 2025

• Constellation Software Inc. (CSU $2,357.00)
  • $2,357.00 P/E (TTM): 56.14X Cap: $48.50B
  • View CSU Profile
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• Descartes Systems Group Inc. (The) (DSG $91.44)
  • $91.44 P/E (TTM): 42.27X Cap: $7.77B
  • View DSG Profile
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• Toromont Industries Ltd. (TIH $180.05)
  • $180.05 P/E (TTM): 28.92X Cap: $14.47B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• goeasy Ltd. (GSY $127.05)
  • $127.05 P/E (TTM): 9.45X Cap: $2.02B
  • View GSY Profile
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• Topicus.com Inc. (TOI $92.61)
  • $92.61 P/E (TTM): 853.4X Cap: $7.78B
  • View TOI Profile
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• Lumine Group Inc. (LMN $20.07)
  • $20.07 P/E (TTM): 82.95X Cap: $5.20B
  • View LMN Profile
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Q: I have 26 positions in a combination of your growth and balanced funds and have liquidity to add 3 or 4 new positions or add on's to what I have. Without listing my positions, is it fair to ask you for your 'fav' 5 or 6 undervalued equities that I could add while there is tax loss selling?
Grazi,

Upvote 29

Read Answer Asked by Claus on December 16, 2025

• Badger Infrastructure Solutions Ltd. (BDGI $72.61)
  • $72.61 P/E (TTM): 28.96X Cap: $2.50B
  • View BDGI Profile
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Q: What are your current thoughts on BDGI? Is it overbought? Thanks.

Upvote 2

Read Answer Asked by Molly on December 15, 2025

• Wheaton Precious Metals Corp. (WPM $184.82)
  • $184.82 P/E (TTM): 58.73X Cap: $84.73B
  • View WPM Profile
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• Agnico Eagle Mines Limited (AEM $262.54)
  • $262.54 P/E (TTM): 32.12X Cap: $135.17B
  • View AEM Profile
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Q: To follow up on a previous question that asked about short term. Would you give an edge to AEM compared to WPM going forward over the next 3-5 years?

Upvote 6

Read Answer Asked by Matthew on December 15, 2025