Investment Q&A

• Constellation Software Inc. (CSU $2,499.22)
  • $2,499.22 P/E (TTM): 75.89X Cap: $52.96B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Celestica Inc. (CLS $369.27)
  • $369.27 P/E (TTM): 37.86X Cap: $42.45B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.64)
  • $160.64 P/E (TTM): 126.99X Cap: $209.49B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Firan Technology Group Corporation (FTG $16.70)
  • $16.70 P/E (TTM): 37.11X Cap: $420M
  • View FTG Profile
  • View Questions on FTG
  • View Reports on FTG
• TerraVest Industries Inc. (TVK $136.78)
  • $136.78 Cap: $2.96B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Kraken Robotics Inc. (PNG $8.93)
  • $8.93 P/E (TTM): 148.83X Cap: $2.73B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Kratos Defense & Security Solutions Inc. (KTOS $84.62)
  • $84.62 P/E (TTM): 650.92X Cap: $14.41B
  • View KTOS Profile
  • View Questions on KTOS
• Strategy Inc (MSTR $135.66)
  • $135.66 Cap: $45.27B
  • View MSTR Profile
  • View Questions on MSTR
• BWX Technologies Inc. (BWXT $199.75)
  • $199.75 P/E (TTM): 55.95X Cap: $18.29B
  • View BWXT Profile
  • View Questions on BWXT
• Palantir Technologies Inc. (PLTR $150.68)
  • $150.68 P/E (TTM): 239.17X Cap: $360.22B
  • View PLTR Profile
  • View Questions on PLTR
• Robinhood Markets Inc. (HOOD $70.89)
  • $70.89 P/E (TTM): 34.75X Cap: $63.82B
  • View HOOD Profile
  • View Questions on HOOD
• Rocket Lab Corporation (RKLB $67.23)
  • $67.23 Cap: $38.28B
  • View RKLB Profile
  • View Questions on RKLB
• Red Cat Holdings Inc. (RCAT $13.25)
  • $13.25 Cap: $2.02B
  • View RCAT Profile
  • View Questions on RCAT
• Galaxy Digital Inc. (GLXY $20.72)
  • $20.72 Cap: $8.09B
  • View GLXY Profile
  • View Questions on GLXY

Q: Hi team,

On Dec. 9, 2025 in a reply to Clayton, you listed stocks which could be multi baggers in the next 10-20 years.

Which stocks, in order, would be in your list of multi baggers now ?

Would you consider to update that list every 3 months ?

Gratefully,

Jacques IDS

Upvote 19

Read Answer Asked by Jacques on March 20, 2026

• Cameco Corporation (CCO $140.14)
  • $140.14 P/E (TTM): 115.82X Cap: $61.03B
  • View CCO Profile
  • View Questions on CCO
• Denison Mines Corp. (DML $4.59)
  • $4.59 Cap: $4.14B
  • View DML Profile
  • View Questions on DML

Q: What is your favourite small cap and large cap uranium stock currently? Would you initiate positions at this time?

Upvote 4

Read Answer Asked by Gary on March 20, 2026

• Celestica Inc. (CLS $369.27)
  • $369.27 P/E (TTM): 37.86X Cap: $42.45B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.64)
  • $160.64 P/E (TTM): 126.99X Cap: $209.49B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Kraken Robotics Inc. (PNG $8.93)
  • $8.93 P/E (TTM): 148.83X Cap: $2.73B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG

Q: with the current downturn in the market do you see this as an opportunity to buy or would you wait. If you see it as a buying opportunity what are your top 3 growth picks for a 5 year hold

Upvote 17

Read Answer Asked by Brian on March 20, 2026

Q: I am looking for ideas to invest this year’s TFSA contribution plus cash I have accumulated. What top 3 names would you add to in both the BE portfolio and income portfolio? So looking for 3 names in each. I have a 5 year horizon before de-risking into retirement

TY!

Upvote 6

Read Answer Asked by Darrin on March 19, 2026

• Vitalhub Corp. (VHI $6.78)
  • $6.78 P/E (TTM): 132.94X Cap: $428M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI

Q: Results looked good. Down 30% on this name. Is this a weed that needs to be pulled? Less than 1% of my portfolio. Thanks!

Upvote 7

Read Answer Asked by Keith on March 19, 2026

• Gildan Activewear Inc. (GIL $76.90)
  • $76.90 P/E (TTM): 21.58X Cap: $14.23B
  • View GIL Profile
  • View Questions on GIL
  • View Reports on GIL
• Aritzia Inc. Subordinate Voting Shares (ATZ $105.77)
  • $105.77 Cap: $12.20B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Groupe Dynamite Inc. Subordinate voting shares (GRGD $63.80)
  • $63.80 P/E (TTM): 42.25X Cap: $6.91B
  • View GRGD Profile
  • View Questions on GRGD

Q: Has there been that much of a slowdown in the retail sector to have all 3 down 20%.

Upvote 5

Read Answer Asked by andrew on March 18, 2026

• Micron Technology Inc. (MU $422.90)
  • $422.90 P/E (TTM): 40.2X Cap: $475.97B
  • View MU Profile
  • View Questions on MU
• NVIDIA Corporation (NVDA $172.70)
  • $172.70 P/E (TTM): 35.24X Cap: $4.19T
  • View NVDA Profile
  • View Questions on NVDA
• Celestica Inc. (CLS $369.27)
  • $369.27 P/E (TTM): 37.86X Cap: $42.45B
  • View CLS Profile
  • View Questions on CLS
• Teradyne Inc. (TER $290.83)
  • $290.83 P/E (TTM): 83.81X Cap: $45.53B
  • View TER Profile
  • View Questions on TER
• Nebius Group N.V. (NBIS $117.62)
  • $117.62 Cap: $28B
  • View NBIS Profile
  • View Questions on NBIS

Q: I hold NVDA, CLS, TER, NBIS. Considering buying MU. How much overlap in these companies? Would you sell any based on exposure?

Thanks

Upvote 11

Read Answer Asked by Nick on March 18, 2026

Q: You've been asked for your preferred 5 equities wrt specific equities mentioned. What are your 5 preferred buys at today's prices, in order, wrt to your Balanced Equity Portfolio and ditto for your Growth P.
mille grazie...

Upvote 22

Read Answer Asked by Claus on March 18, 2026

• Kraken Robotics Inc. (PNG $8.93)
  • $8.93 P/E (TTM): 148.83X Cap: $2.73B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• CareRx Corporation (CRRX $3.68)
  • $3.68 Cap: $230M
  • View CRRX Profile
  • View Questions on CRRX

Q: Updated opinion please

Upvote 4

Read Answer Asked by Bill on March 18, 2026

• Kelt Exploration Ltd. (KEL $9.25)
  • $9.25 P/E (TTM): 33.04X Cap: $1.85B
  • View KEL Profile
  • View Questions on KEL
• Thomson Reuters Corporation (TRI $128.04)
  • $128.04 P/E (TTM): 28.27X Cap: $56.83B
  • View TRI Profile
  • View Questions on TRI
• Cipher Pharmaceuticals Inc. (CPH $16.57)
  • $16.57 P/E (TTM): 18.18X Cap: $418M
  • View CPH Profile
  • View Questions on CPH
  • View Reports on CPH
• goeasy Ltd. (GSY $35.95)
  • $35.95 P/E (TTM): 2.62X Cap: $577M
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Capstone Copper Corp. (CS $9.45)
  • $9.45 P/E (TTM): 16.94X Cap: $7.21B
  • View CS Profile
  • View Questions on CS
• Tamarack Valley Energy Ltd. (TVE $11.23)
  • $11.23 Cap: $5.43B
  • View TVE Profile
  • View Questions on TVE
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $197.67)
  • $197.67 P/E (TTM): 29.24X Cap: $2.35B
  • View HPS.A Profile
  • View Questions on HPS.A
• Kraken Robotics Inc. (PNG $8.93)
  • $8.93 P/E (TTM): 148.83X Cap: $2.73B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Silvercorp Metals Inc. (SVM $12.52)
  • $12.52 P/E (TTM): 76.7X Cap: $2.75B
  • View SVM Profile
  • View Questions on SVM
• Vitalhub Corp. (VHI $6.78)
  • $6.78 P/E (TTM): 132.94X Cap: $428M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• Tantalus Systems Holding Inc. (GRID $4.31)
  • $4.31 Cap: $241M
  • View GRID Profile
  • View Questions on GRID
• Propel Holdings Inc. (PRL $17.72)
  • $17.72 P/E (TTM): 9.17X Cap: $697M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Telesat Corporation Common and Variable Voting Shares (TSAT $50.76)
  • $50.76 Cap: $1.83B
  • View TSAT Profile
  • View Questions on TSAT

Q: Would you consider all positions in your growth portfolio still buyable today? Are there any that would make you pause if you were buying now?

Upvote 12

Read Answer Asked by Sylvia on March 18, 2026

• Tourmaline Oil Corp. (TOU $69.52)
  • $69.52 P/E (TTM): 96.56X Cap: $26.91B
  • View TOU Profile
  • View Questions on TOU

Q: You increased the weight in the Income portfolio yet Ryan called it a hold on 05 March BNN? Just seeking clarity. Thanks

Upvote 5

Read Answer Asked by Stephen on March 17, 2026

• MDA Space Ltd. (MDA $42.98)
  • $42.98 P/E (TTM): 51.17X Cap: $5.43B
  • View MDA Profile
  • View Questions on MDA
• Telesat Corporation Common and Variable Voting Shares (TSAT $50.76)
  • $50.76 Cap: $1.83B
  • View TSAT Profile
  • View Questions on TSAT
• Electrovaya Inc. (ELVA $9.87)
  • $9.87 P/E (TTM): 72.56X Cap: $473M
  • View ELVA Profile
  • View Questions on ELVA

Q: Hi Guys,

Please rank the following stocks in order of highest conviction, Tsat, Elva & Mda. Inside my portfolio, they are all around 1%.

Thanks

Jim

Upvote 6

Read Answer Asked by jim on March 17, 2026

• Constellation Software Inc. (CSU $2,499.22)
  • $2,499.22 P/E (TTM): 75.89X Cap: $52.96B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Thomson Reuters Corporation (TRI $128.04)
  • $128.04 P/E (TTM): 28.27X Cap: $56.83B
  • View TRI Profile
  • View Questions on TRI
• Topicus.com Inc. (TOI $97.51)
  • $97.51 P/E (TTM): 316.28X Cap: $13.02B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $23.97)
  • $23.97 P/E (TTM): 92.75X Cap: $6.15B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Hello,

Does the brief rally followed by a pullback that these four stocks have just experienced carry any meaningful signal, in your view, is it positive or neutral?

Thanks

Upvote 16

Read Answer Asked by Charles on March 17, 2026

• Booking Holdings Inc. (BKNG $4,324.04)
  • $4,324.04 P/E (TTM): 26.03X Cap: $136.95B
  • View BKNG Profile
  • View Questions on BKNG
• Intact Financial Corporation (IFC $250.22)
  • $250.22 P/E (TTM): 13.51X Cap: $44.42B
  • View IFC Profile
  • View Questions on IFC
• iShares Russell 2000 Value ETF (IWN $183.46)
  • $183.46 P/E (TTM): 14.27X Cap: $11.99B
  • View IWN Profile
  • View Questions on IWN

Q: Good Day 5i,
Are the following companies/ETF a buy, sell or hold?
Thanks

Upvote 3

Read Answer Asked by Marco on March 16, 2026

• Canadian National Railway Company (CNR $135.45)
  • $135.45 P/E (TTM): 17.87X Cap: $82.81B
  • View CNR Profile
  • View Questions on CNR
• Suncor Energy Inc. (SU $87.49)
  • $87.49 P/E (TTM): 18.0X Cap: $103.84B
  • View SU Profile
  • View Questions on SU
• Enbridge Inc. (ENB $73.32)
  • $73.32 P/E (TTM): 28.04X Cap: $160B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Canadian Natural Resources Limited (CNQ $67.39)
  • $67.39 P/E (TTM): 21.26X Cap: $140.57B
  • View CNQ Profile
  • View Questions on CNQ
• Loblaw Companies Limited (L $61.86)
  • $61.86 P/E (TTM): 11.81X Cap: $72.69B
  • View L Profile
  • View Questions on L
• Dollarama Inc. (DOL $180.64)
  • $180.64 P/E (TTM): 38.35X Cap: $49.45B
  • View DOL Profile
  • View Questions on DOL
• Fortis Inc. (FTS $75.65)
  • $75.65 P/E (TTM): 21.68X Cap: $38.38B
  • View FTS Profile
  • View Questions on FTS
• Cameco Corporation (CCO $140.14)
  • $140.14 P/E (TTM): 115.82X Cap: $61.03B
  • View CCO Profile
  • View Questions on CCO
• Wheaton Precious Metals Corp. (WPM $157.08)
  • $157.08 P/E (TTM): 52.25X Cap: $71.31B
  • View WPM Profile
  • View Questions on WPM
• Tourmaline Oil Corp. (TOU $69.52)
  • $69.52 P/E (TTM): 96.56X Cap: $26.91B
  • View TOU Profile
  • View Questions on TOU
• Kelt Exploration Ltd. (KEL $9.25)
  • $9.25 P/E (TTM): 33.04X Cap: $1.85B
  • View KEL Profile
  • View Questions on KEL
• Agnico Eagle Mines Limited (AEM $248.30)
  • $248.30 P/E (TTM): 20.58X Cap: $124.39B
  • View AEM Profile
  • View Questions on AEM
• Alimentation Couche-Tard Inc. (ATD $76.17)
  • $76.17 P/E (TTM): 20.36X Cap: $69.96B
  • View ATD Profile
  • View Questions on ATD
• Capstone Copper Corp. (CS $9.45)
  • $9.45 P/E (TTM): 16.94X Cap: $7.21B
  • View CS Profile
  • View Questions on CS
• Tamarack Valley Energy Ltd. (TVE $11.23)
  • $11.23 Cap: $5.43B
  • View TVE Profile
  • View Questions on TVE
• Hydro One Limited (H $56.83)
  • $56.83 P/E (TTM): 26.23X Cap: $34.08B
  • View H Profile
  • View Questions on H
• TerraVest Industries Inc. (TVK $136.78)
  • $136.78 Cap: $2.96B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Nutrien Ltd. (NTR $102.69)
  • $102.69 P/E (TTM): 34.63X Cap: $49.63B
  • View NTR Profile
  • View Questions on NTR

Q: In a stagflationary scenario. what sectors and specific stocks within those sectors would make the most sense? Thank-you.

Upvote 21

Read Answer Asked by Alex on March 16, 2026

• Cipher Pharmaceuticals Inc. (CPH $16.57)
  • $16.57 P/E (TTM): 18.18X Cap: $418M
  • View CPH Profile
  • View Questions on CPH
  • View Reports on CPH

Q: Clearly the Street was very impressed with CPH's Q4 and YE earnings that were released on Friday (up 17% despite another tough day in the markets). As always, I would appreciate your view.

Upvote 3

Read Answer Asked by karl on March 16, 2026

Q: What's changed with the portfolios?
This would be helpful.

Upvote 5

Read Answer Asked by Valerie on March 16, 2026

• Xylem Inc. New (XYL $120.44)
  • $120.44 P/E (TTM): 30.72X Cap: $29.28B
  • View XYL Profile
  • View Questions on XYL
• Itron Inc. (ITRI $91.28)
  • $91.28 P/E (TTM): 14.02X Cap: $4.12B
  • View ITRI Profile
  • View Questions on ITRI
• Tantalus Systems Holding Inc. (GRID $4.31)
  • $4.31 Cap: $241M
  • View GRID Profile
  • View Questions on GRID

Q: will Trilliant Technologies (may do an IPO) be a major competitor to GRID ? who else are competitors to GRID thanks Richard

Upvote 5

Read Answer Asked by richard on March 13, 2026

• Haivision Systems Inc. (HAI $7.67)
  • $7.67 Cap: $210M
  • View HAI Profile
  • View Questions on HAI

Q: Peter; Can you update your thoughts on HAI after they reported
today? Thanks,
Rod

Upvote 4

Read Answer Asked by Rodney on March 13, 2026

• Agnico Eagle Mines Limited (AEM $248.30)
  • $248.30 P/E (TTM): 20.58X Cap: $124.39B
  • View AEM Profile
  • View Questions on AEM
• Hydro One Limited (H $56.83)
  • $56.83 P/E (TTM): 26.23X Cap: $34.08B
  • View H Profile
  • View Questions on H
• Vertiv Holdings LLC Class A (VRT $255.88)
  • $255.88 P/E (TTM): 75.04X Cap: $97.89B
  • View VRT Profile
  • View Questions on VRT
• GE Vernova Inc. (GEV $851.07)
  • $851.07 P/E (TTM): 48.11X Cap: $229.38B
  • View GEV Profile
  • View Questions on GEV

Q: please provide top 2 picks for. 1. AI halo stocks. 2. NON AI halo stocks objective is capital appreciation thanks Richard

Upvote 9

Read Answer Asked by richard on March 13, 2026