Investment Q&A

• Trisura Group Ltd. (TSU $45.23)
  • $45.23 P/E (TTM): 17.92X Cap: $2.12B
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• Propel Holdings Inc. (PRL $22.76)
  • $22.76 P/E (TTM): 10.86X Cap: $904M
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Q: Is it time to switch from PRL over to TSU? TSU looks to be getting close to breaking out to an all time high and a trading range that its been in since 2021.

Upvote 11

Read Answer Asked by Sal on January 12, 2026

• VanEck Gold Miners ETF (GDX $95.86)
  • $95.86 P/E (TTM): 37.99X Cap: $28.95B
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• Kraken Robotics Inc. (PNG $8.04)
  • $8.04 P/E (TTM): 140.5X Cap: $2.66B
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• HIVE Digital Technologies Ltd. (HIVE $4.83)
  • $4.83 P/E (TTM): 27.13X Cap: $1.16B
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• Galaxy Digital Inc. Class A common stock (GLXY $38.20)
  • $38.20 Cap: $14.53B
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• Tantalus Systems Holding Inc. (GRID $4.78)
  • $4.78 Cap: $243M
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• Electrovaya Inc. (ELVA $12.10)
  • $12.10 P/E (TTM): 127.52X Cap: $496M
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• Nebius Group N.V. (NBIS $102.29)
  • $102.29 Cap: $25.10B
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Q: Your firms conviction seems to have dropped recently?

Upvote 8

Read Answer Asked by Charles on January 12, 2026

• Zedcor Inc. (ZDC $5.51)
  • $5.51 P/E (TTM): 405.71X Cap: $599M
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Q: Hi, Just a follow-up to a recent ZDC question from yesterday. I noticed on this site that the 'Consensus EPS' of ZDC has gone from a '90 day estimate' of .09 to a 'Current' estimate of .06 and observing the 30 day and 7 day has also ticked down. This is for FY 2026. I assume this is revised analyst estimates and curious what might be behind the down tick.
I do own the stock at a 3.5% position. Did they not get an expected contract(s) or it was pushed out? Or it is increased material costs for their towers?
Just curious if you could explain and/or if this apparent revision changes your opinion going forward. Your last comment indicated to stay the course.

Cheers,
SteveM

Upvote 12

Read Answer Asked by Stephen on January 12, 2026

• Kraken Robotics Inc. (PNG $8.04)
  • $8.04 P/E (TTM): 140.5X Cap: $2.66B
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Q: Moving upwards nicely to start the year. What catalyst do you see for the stock this year to keep it hitting new highs? Heard a new index listing might be possible? Also do you think they will list on the US exchange?

Appreciate the recommendation on this one.

Upvote 15

Read Answer Asked by Sal on January 09, 2026

• Kraken Robotics Inc. (PNG $8.04)
  • $8.04 P/E (TTM): 140.5X Cap: $2.66B
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Q: Kraken has been in a tear in the last week. Is it out over its skis or does it have a lot of room to still grow?

Appreciate your insight.

Paul F.

Upvote 13

Read Answer Asked by Paul on January 09, 2026

• Kraken Robotics Inc. (PNG $8.04)
  • $8.04 P/E (TTM): 140.5X Cap: $2.66B
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• Zedcor Inc. (ZDC $5.51)
  • $5.51 P/E (TTM): 405.71X Cap: $599M
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Q: Hello,
What is driving the surge in Kraken Robotics? Also, would you split monies for both stocks or what percentage should one allocate to each assuming i had 10k to invest? Lastly, this is a general question. How do the ETF providers buy so many stocks in an ETF and maintain a low fee structure? Much appreciate it.

Upvote 15

Read Answer Asked by umedali on January 09, 2026

• Wheaton Precious Metals Corp. (WPM $183.13)
  • $183.13 P/E (TTM): 58.01X Cap: $82.43B
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• Agnico Eagle Mines Limited (AEM $270.97)
  • $270.97 P/E (TTM): 33.2X Cap: $138.91B
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• Capstone Copper Corp. (CS $13.61)
  • $13.61 P/E (TTM): 25.1X Cap: $10.50B
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• Lundin Gold Inc. (LUG $118.76)
  • $118.76 P/E (TTM): 29.86X Cap: $29.07B
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• NorthIsle Copper and Gold Inc. (NCX $3.16)
  • $3.16 Cap: $881M
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Q: Just wondering what your take on Ncx today as it has had a very good run and is moving high on high volume lately

Upvote 5

Read Answer Asked by lynn on January 08, 2026

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $130.57)
  • $130.57 P/E (TTM): 17.89X Cap: $28.28B
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• Constellation Software Inc. (CSU $3,105.00)
  • $3,105.00 P/E (TTM): 76.12X Cap: $68.03B
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• Descartes Systems Group Inc. (The) (DSG $120.22)
  • $120.22 P/E (TTM): 52.31X Cap: $10.49B
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• Kinaxis Inc. (KXS $170.08)
  • $170.08 P/E (TTM): 107.31X Cap: $4.88B
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• Open Text Corporation (OTEX $44.60)
  • $44.60 P/E (TTM): 17.52X Cap: $11.56B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $214.74)
  • $214.74 P/E (TTM): 146.92X Cap: $302.44B
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Q: Do you have a more recent update on DOCCKS than January 2025

Upvote 9

Read Answer Asked by Eric on January 08, 2026

• StorageVault Canada Inc. (SVI $5.23)
  • $5.23 Cap: $1.89B
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• FirstService Corporation (FSV $221.39)
  • $221.39 P/E (TTM): 52.99X Cap: $9.95B
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• Altus Group Limited (AIF $54.82)
  • $54.82 P/E (TTM): 6.57X Cap: $2.39B
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• CBRE Group Inc Class A (CBRE $162.44)
  • $162.44 P/E (TTM): 41.17X Cap: $49.23B
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Q: What is your updated opinion now after their unveiling of the value creation plan and substantial issuer bid? Worth holding for now?

Upvote 2

Read Answer Asked by Raymond on January 07, 2026

• Galaxy Digital Inc. Class A common stock (GLXY $38.20)
  • $38.20 Cap: $14.53B
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Q: Hi Peter and team,

What would you attribute the drop in GLXY's price since November 2025 to? Was it profit taking or something more fundamental? Do you see it as a hold, sell or buy ?
Thanks,
Harry

Upvote 9

Read Answer Asked by Harry on January 07, 2026

• Zedcor Inc. (ZDC $5.51)
  • $5.51 P/E (TTM): 405.71X Cap: $599M
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Q: Is it possible that yesterday's announcement by Amazon of their entry into Zedcor's market causing the spike down?

Upvote 7

Read Answer Asked by sandy on January 07, 2026

• Zedcor Inc. (ZDC $5.51)
  • $5.51 P/E (TTM): 405.71X Cap: $599M
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Q: Hi team,
I read the zdc update this morning and thought it sounded great . Then the stock drops like a rock…what did I miss? What’s your take on the dip and company update ?

Thanks ,
Shane

Upvote 10

Read Answer Asked by Shane on January 07, 2026

• Tantalus Systems Holding Inc. (GRID $4.78)
  • $4.78 Cap: $243M
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• Electrovaya Inc. (ELVA $12.10)
  • $12.10 P/E (TTM): 127.52X Cap: $496M
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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 $79.51)
  • $79.51 P/E (TTM): 15.87X Cap: $10.66B
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Q: You’re thoughts on finning

Upvote 6

Read Answer Asked by Stuart on January 06, 2026

• Dollarama Inc. (DOL $201.25)
  • $201.25 P/E (TTM): 42.9X Cap: $54.78B
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• Celestica Inc. (CLS $427.86)
  • $427.86 P/E (TTM): 52.05X Cap: $52.40B
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• Toromont Industries Ltd. (TIH $171.00)
  • $171.00 P/E (TTM): 28.31X Cap: $13.95B
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• Thomson Reuters Corporation (TRI $176.14)
  • $176.14 P/E (TTM): 33.05X Cap: $78.09B
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• Kraken Robotics Inc. (PNG $8.04)
  • $8.04 P/E (TTM): 140.5X Cap: $2.66B
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• Galaxy Digital Inc. Class A common stock (GLXY $38.20)
  • $38.20 Cap: $14.53B
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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 $20.11)
  • $20.11 P/E (TTM): 30.39X Cap: $1.83B
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• Tantalus Systems Holding Inc. (GRID $4.78)
  • $4.78 Cap: $243M
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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 $140.78)
  • $140.78 P/E (TTM): 33.54X Cap: $22.46B
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• Humana Inc. (HUM $275.44)
  • $275.44 P/E (TTM): 25.85X Cap: $32.95B
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• Miscellaneous (MISC)
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• Cipher Pharmaceuticals Inc. (CPH $15.26)
  • $15.26 P/E (TTM): 16.62X Cap: $392M
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• goeasy Ltd. (GSY $132.97)
  • $132.97 P/E (TTM): 10.0X Cap: $2.15B
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• Firan Technology Group Corporation (FTG $13.25)
  • $13.25 P/E (TTM): 30.77X Cap: $333M
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• HIVE Digital Technologies Ltd. (HIVE $4.83)
  • $4.83 P/E (TTM): 27.13X Cap: $1.16B
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• kneat.com inc. (KSI $4.96)
  • $4.96 Cap: $478M
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• Vitalhub Corp. (VHI $8.89)
  • $8.89 P/E (TTM): 178.43X Cap: $570M
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• Sonoco Products Company (SON $49.20)
  • $49.20 P/E (TTM): 7.54X Cap: $4.67B
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• Propel Holdings Inc. (PRL $22.76)
  • $22.76 P/E (TTM): 10.86X Cap: $904M
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• Mama's Creations Inc. (MAMA $13.42)
  • $13.42 P/E (TTM): 117.91X Cap: $523M
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• Skyward Specialty Insurance Group Inc. (SKWD $45.46)
  • $45.46 P/E (TTM): 13.68X Cap: $1.88B
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• Harrow Inc Com (HROW $46.61)
  • $46.61 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 10

Read Answer Asked by Ian on January 06, 2026

• Dollarama Inc. (DOL $201.25)
  • $201.25 P/E (TTM): 42.9X Cap: $54.78B
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• Wheaton Precious Metals Corp. (WPM $183.13)
  • $183.13 P/E (TTM): 58.01X Cap: $82.43B
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• Toromont Industries Ltd. (TIH $171.00)
  • $171.00 P/E (TTM): 28.31X Cap: $13.95B
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• Agnico Eagle Mines Limited (AEM $270.97)
  • $270.97 P/E (TTM): 33.2X Cap: $138.91B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $214.74)
  • $214.74 P/E (TTM): 146.92X Cap: $302.44B
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• Cipher Pharmaceuticals Inc. (CPH $15.26)
  • $15.26 P/E (TTM): 16.62X Cap: $392M
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• goeasy Ltd. (GSY $132.97)
  • $132.97 P/E (TTM): 10.0X Cap: $2.15B
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• Tamarack Valley Energy Ltd. (TVE $8.16)
  • $8.16 Cap: $404M
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• TerraVest Industries Inc. (TVK $170.71)
  • $170.71 Cap: $3.78B
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• Kraken Robotics Inc. (PNG $8.04)
  • $8.04 P/E (TTM): 140.5X Cap: $2.66B
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• Silvercorp Metals Inc. (SVM $13.58)
  • $13.58 P/E (TTM): 80.73X Cap: $3B
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• Lundin Gold Inc. (LUG $118.76)
  • $118.76 P/E (TTM): 29.86X Cap: $29.07B
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• Zedcor Inc. (ZDC $5.51)
  • $5.51 P/E (TTM): 405.71X Cap: $599M
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• Vitalhub Corp. (VHI $8.89)
  • $8.89 P/E (TTM): 178.43X Cap: $570M
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• Galaxy Digital Inc. Class A common stock (GLXY $38.20)
  • $38.20 Cap: $14.53B
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $80.55)
  • $80.55 P/E (TTM): 53.77X Cap: $8.84B
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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 35

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 23

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