Investment Q&A

• Tantalus Systems Holding Inc. (GRID $4.87)
  • $4.87 Cap: $256M
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• Electrovaya Inc. (ELVA $11.85)
  • $11.85 P/E (TTM): 121.59X Cap: $504M
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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 6

Read Answer Asked by Shane on January 06, 2026

• Finning International Inc. (FTT $75.23)
  • $75.23 P/E (TTM): 15.2X Cap: $10.01B
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Q: You’re thoughts on finning

Upvote 6

Read Answer Asked by Stuart on January 06, 2026

• Dollarama Inc. (DOL $199.80)
  • $199.80 P/E (TTM): 42.31X Cap: $54.82B
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• Celestica Inc. (CLS $421.00)
  • $421.00 P/E (TTM): 48.74X Cap: $48.45B
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• Toromont Industries Ltd. (TIH $166.92)
  • $166.92 P/E (TTM): 27.65X Cap: $13.61B
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• Thomson Reuters Corporation (TRI $178.56)
  • $178.56 P/E (TTM): 33.32X Cap: $80.26B
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• Kraken Robotics Inc. (PNG $7.22)
  • $7.22 P/E (TTM): 118.83X Cap: $2.17B
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• Galaxy Digital Inc. Class A common stock (GLXY $36.02)
  • $36.02 Cap: $14.07B
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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 11

Read Answer Asked by Helen on January 06, 2026

• 5N Plus Inc. (VNP $18.14)
  • $18.14 P/E (TTM): 27.61X Cap: $1.63B
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• Tantalus Systems Holding Inc. (GRID $4.87)
  • $4.87 Cap: $256M
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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 9

Read Answer Asked by David on January 06, 2026

• Illumina Inc. (ILMN $150.14)
  • $150.14 P/E (TTM): 32.56X Cap: $22.47B
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• Humana Inc. (HUM $275.07)
  • $275.07 P/E (TTM): 25.78X Cap: $33.65B
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• Miscellaneous (MISC)
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• Cipher Pharmaceuticals Inc. (CPH $14.90)
  • $14.90 P/E (TTM): 15.96X Cap: $372M
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• goeasy Ltd. (GSY $133.49)
  • $133.49 P/E (TTM): 9.65X Cap: $2.19B
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• Firan Technology Group Corporation (FTG $11.53)
  • $11.53 P/E (TTM): 26.84X Cap: $291M
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• HIVE Digital Technologies Ltd. (HIVE $4.28)
  • $4.28 P/E (TTM): 24.85X Cap: $1B
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• kneat.com inc. (KSI $5.05)
  • $5.05 Cap: $476M
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• Vitalhub Corp. (VHI $9.10)
  • $9.10 P/E (TTM): 180.0X Cap: $569M
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• Sonoco Products Company (SON $45.71)
  • $45.71 P/E (TTM): 7.24X Cap: $4.37B
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• Propel Holdings Inc. (PRL $23.65)
  • $23.65 P/E (TTM): 11.12X Cap: $967M
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• Mama's Creations Inc. (MAMA $12.55)
  • $12.55 P/E (TTM): 116.45X Cap: $525M
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• Skyward Specialty Insurance Group Inc. (SKWD $45.85)
  • $45.85 P/E (TTM): 14.97X Cap: $2.06B
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• Harrow Inc Com (HROW $54.26)
  • $54.26 Cap: $1.98B
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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 8

Read Answer Asked by Ian on January 06, 2026

• Dollarama Inc. (DOL $199.80)
  • $199.80 P/E (TTM): 42.31X Cap: $54.82B
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• Wheaton Precious Metals Corp. (WPM $166.98)
  • $166.98 P/E (TTM): 54.76X Cap: $78.57B
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• Toromont Industries Ltd. (TIH $166.92)
  • $166.92 P/E (TTM): 27.65X Cap: $13.61B
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• Agnico Eagle Mines Limited (AEM $244.58)
  • $244.58 P/E (TTM): 30.05X Cap: $125.51B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $228.75)
  • $228.75 P/E (TTM): 146.17X Cap: $303.19B
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• Cipher Pharmaceuticals Inc. (CPH $14.90)
  • $14.90 P/E (TTM): 15.96X Cap: $372M
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• goeasy Ltd. (GSY $133.49)
  • $133.49 P/E (TTM): 9.65X Cap: $2.19B
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• Tamarack Valley Energy Ltd. (TVE $7.49)
  • $7.49 Cap: $384M
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• TerraVest Industries Inc. (TVK $159.90)
  • $159.90 Cap: $3.49B
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• Kraken Robotics Inc. (PNG $7.22)
  • $7.22 P/E (TTM): 118.83X Cap: $2.17B
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• Silvercorp Metals Inc. (SVM $12.04)
  • $12.04 P/E (TTM): 73.17X Cap: $2.81B
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• Lundin Gold Inc. (LUG $111.93)
  • $111.93 P/E (TTM): 28.73X Cap: $27.33B
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• Zedcor Inc. (ZDC $4.60)
  • $4.60 P/E (TTM): 451.43X Cap: $602M
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• Vitalhub Corp. (VHI $9.10)
  • $9.10 P/E (TTM): 180.0X Cap: $569M
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• Galaxy Digital Inc. Class A common stock (GLXY $36.02)
  • $36.02 Cap: $14.07B
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $79.59)
  • $79.59 P/E (TTM): 54.03X Cap: $8.54B
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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 31

Read Answer Asked by Terence on January 05, 2026

Q: Happy New Year!

What would be your top 3 stocks from each of your Growth, Balanced, and Income portfolios if one was starting out now?

Upvote 22

Read Answer Asked by Stephen on January 05, 2026

• Miscellaneous (MISC)
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Q: Would appreciate your advice for RRSP - 15 to 20 concentrated ETF/stocks quality plus growth Portfolio for 3-5 years hold.

Upvote 16

Read Answer Asked by sam on December 29, 2025

• Tokens.com Corp. (COIN)
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• Galaxy Digital Inc. (GLXY $26.03)
  • $26.03 Cap: $10.18B
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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 $79.59)
  • $79.59 P/E (TTM): 54.03X Cap: $8.54B
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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 $421.00)
  • $421.00 P/E (TTM): 48.74X Cap: $48.45B
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• Vertiv Holdings LLC Class A (VRT $172.58)
  • $172.58 P/E (TTM): 65.64X Cap: $66.89B
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• Nebius Group N.V. (NBIS $98.00)
  • $98.00 Cap: $23.86B
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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 $234.92)
  • $234.92 P/E (TTM): 16.52X Cap: $329.67B
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• Toronto-Dominion Bank (The) (TD $130.49)
  • $130.49 P/E (TTM): 11.31X Cap: $223.18B
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• Bank of Nova Scotia (The) (BNS $100.14)
  • $100.14 P/E (TTM): 25.26X Cap: $123.83B
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• Enbridge Inc. (ENB $62.89)
  • $62.89 P/E (TTM): 24.5X Cap: $137.74B
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• Sun Life Financial Inc. (SLF $87.00)
  • $87.00 P/E (TTM): 21.85X Cap: $48.99B
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• Constellation Software Inc. (CSU $3,208.74)
  • $3,208.74 P/E (TTM): 74.27X Cap: $69.01B
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• Dollarama Inc. (DOL $199.80)
  • $199.80 P/E (TTM): 42.31X Cap: $54.82B
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• Intact Financial Corporation (IFC $277.16)
  • $277.16 P/E (TTM): 23.56X Cap: $49.78B
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• Celestica Inc. (CLS $421.00)
  • $421.00 P/E (TTM): 48.74X Cap: $48.45B
  • View CLS Profile
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• Toromont Industries Ltd. (TIH $166.92)
  • $166.92 P/E (TTM): 27.65X Cap: $13.61B
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• Thomson Reuters Corporation (TRI $178.56)
  • $178.56 P/E (TTM): 33.32X Cap: $80.26B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $228.75)
  • $228.75 P/E (TTM): 146.17X Cap: $303.19B
  • View SHOP Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $66.87)
  • $66.87 P/E (TTM): 97.73X Cap: $152.45B
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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 $36.02)
  • $36.02 Cap: $14.07B
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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

Q: Curious about how 5i adjusts their individual stock allocation in the portfolios. Do you annually take a broad look and make adjustments or do you just clip a stock if it becomes overvalued or to much within the portfolio. With the new money do you add to another stock or put the proceeds in cash.

Upvote 4

Read Answer Asked by Mark on December 19, 2025

• Manulife Financial Corporation (MFC $51.04)
  • $51.04 P/E (TTM): 15.88X Cap: $87.01B
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• Great-West Lifeco Inc. (GWO $67.81)
  • $67.81 P/E (TTM): 15.39X Cap: $62.89B
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• Sun Life Financial Inc. (SLF $87.00)
  • $87.00 P/E (TTM): 21.85X Cap: $48.99B
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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 $12.93)
  • $12.93 P/E (TTM): 29.95X Cap: $3.80B
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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 $243.07)
  • $243.07 P/E (TTM): 32.92X Cap: $2.57T
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• Alphabet Inc. (GOOG $320.63)
  • $320.63 P/E (TTM): 31.32X Cap: $3.79T
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• Intuitive Surgical Inc. (ISRG $599.07)
  • $599.07 P/E (TTM): 74.82X Cap: $210.16B
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• Netflix Inc. (NFLX $90.40)
  • $90.40 P/E (TTM): 38.2X Cap: $384.11B
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• NVIDIA Corporation (NVDA $190.61)
  • $190.61 P/E (TTM): 46.68X Cap: $4.54T
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• Booking Holdings Inc. (BKNG $5,420.41)
  • $5,420.41 P/E (TTM): 34.96X Cap: $172.39B
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• United Rentals Inc. (URI $876.74)
  • $876.74 P/E (TTM): 22.85X Cap: $56.76B
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• Sun Life Financial Inc. (SLF $87.00)
  • $87.00 P/E (TTM): 21.85X Cap: $48.99B
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• Constellation Software Inc. (CSU $3,208.74)
  • $3,208.74 P/E (TTM): 74.27X Cap: $69.01B
  • View CSU Profile
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• Intact Financial Corporation (IFC $277.16)
  • $277.16 P/E (TTM): 23.56X Cap: $49.78B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $228.75)
  • $228.75 P/E (TTM): 146.17X Cap: $303.19B
  • View SHOP Profile
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• Axon Enterprise Inc. (AXON $613.75)
  • $613.75 P/E (TTM): 187.43X Cap: $49.44B
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• Robinhood Markets Inc. (HOOD $118.10)
  • $118.10 P/E (TTM): 51.35X Cap: $109.43B
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• Brookfield Corporation Class A Limited Voting Shares (BN $66.87)
  • $66.87 P/E (TTM): 97.73X Cap: $152.45B
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• Nebius Group N.V. (NBIS $98.00)
  • $98.00 Cap: $23.86B
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• Tesla CDR (CAD Hedged) (TSLA $38.34)
  • $38.34 P/E (TTM): 221.41X Cap: $1.99T
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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 $234.92)
  • $234.92 P/E (TTM): 16.52X Cap: $329.67B
  • View RY Profile
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• Toronto-Dominion Bank (The) (TD $130.49)
  • $130.49 P/E (TTM): 11.31X Cap: $223.18B
  • View TD Profile
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• BMO Equal Weight Banks Index ETF (ZEB $59.03)
  • $59.03 P/E (TTM): 11.77X Cap: $5.72B
  • 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 $3,208.74)
  • $3,208.74 P/E (TTM): 74.27X Cap: $69.01B
  • View CSU Profile
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• Descartes Systems Group Inc. (The) (DSG $118.15)
  • $118.15 P/E (TTM): 50.04X Cap: $10.15B
  • View DSG Profile
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• Toromont Industries Ltd. (TIH $166.92)
  • $166.92 P/E (TTM): 27.65X Cap: $13.61B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• goeasy Ltd. (GSY $133.49)
  • $133.49 P/E (TTM): 9.65X Cap: $2.19B
  • View GSY Profile
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• Topicus.com Inc. (TOI $127.19)
  • $127.19 P/E (TTM): 1048.66X Cap: $10.45B
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• Lumine Group Inc. (LMN $26.30)
  • $26.30 P/E (TTM): 103.76X Cap: $6.92B
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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

• Wheaton Precious Metals Corp. (WPM $166.98)
  • $166.98 P/E (TTM): 54.76X Cap: $78.57B
  • View WPM Profile
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• Agnico Eagle Mines Limited (AEM $244.58)
  • $244.58 P/E (TTM): 30.05X Cap: $125.51B
  • 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