Investment Q&A

• Royal Bank of Canada (RY $244.21)
  • $244.21 P/E (TTM): 16.38X Cap: $338.47B
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• Bank of Nova Scotia (The) (BNS $104.84)
  • $104.84 P/E (TTM): 20.63X Cap: $128.53B
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• Canadian Imperial Bank Of Commerce (CM $150.96)
  • $150.96 P/E (TTM): 15.89X Cap: $137.77B
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Q: In the last few weeks,the big 6 ex BNS generally hit new H after new H.Their CEOs are bankers ex BNS. BNS has been a laggard for 7 years,so the opportunity costs is huge while waiting for it to revert to the mean. So is it worth holding on longer? Chris White on Market Call like the big 6 with his top picks being RY & CM. Txs for u usual great services & opinions

Upvote 9

Read Answer Asked by Peter on May 04, 2026

• Kraken Robotics Inc. (PNG $7.55)
  • $7.55 Cap: $2.37B
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Q: Kraken Robotics stock has been on a downward trajectory, since early March, this year, losing about 30% value, from the high of $10.72. Even recent results failed to reinvigorate the stock and it continues to drift lower.

We know that this Co is one of your favourites and is considered to be a long term term story with stock making your list of potential compounders.

What is ailing the stock price in near term and what would be the catalysts to bring its traction back ?

Thanks

Upvote 14

Read Answer Asked by rajeev on May 04, 2026

• Spin Master Corp. Subordinate Voting Shares (TOY $20.54)
  • $20.54 Cap: $2.05B
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Q: Please explain how Spin Master's share price makes sense today.

Upvote 3

Read Answer Asked by Raymond on May 01, 2026

• CAE Inc. (CAE $26.39)
  • $26.39 P/E (TTM): 30.04X Cap: $8.33B
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Q: is the future looking bright for CAE and entry price

Upvote 3

Read Answer Asked by Tony on May 01, 2026

• 5N Plus Inc. (VNP $35.59)
  • $35.59 P/E (TTM): 45.11X Cap: $3.18B
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Q: Hello,

VNP has pulled back from its high of $36. Results are expected on May 6th after the close. Given the solid fundamentals, the critical minerals theme, and the tailwinds from AI and defence, for an investor with a 3 to 5 year horizon, would you initiate a full position today ahead of results, or would you wait for post-earnings confirmation?

Thanks

Upvote 12

Read Answer Asked by Charles on May 01, 2026

• Brookfield Renewable Partners L.P. (BEP.UN $45.75)
  • $45.75 Cap: $30.30B
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• Capital Power Corporation (CPX $65.55)
  • $65.55 P/E (TTM): 80.89X Cap: $10.21B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $49.35)
  • $49.35 P/E (TTM): 39.15X Cap: $22.39B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $51.72)
  • $51.72 Cap: $6.71B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $49.92)
  • $49.92 Cap: $7.02B
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Q: Given that even with yesterday's loss in BEPC a substantial premium still remains for the BEPC vs BEP.un, do you advise selling BEPC while the premium still exists?

Are either BIP.un or BEP.un buys at current prices and if not what would you recommend as entry prices?

Do you think the selloff in CPX was overdone and if so, what price would you consider to buy?

Thank you

Upvote 11

Read Answer Asked by Ian on May 01, 2026

• Royal Bank of Canada (RY $244.21)
  • $244.21 P/E (TTM): 16.38X Cap: $338.47B
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• Toronto-Dominion Bank (The) (TD $145.04)
  • $145.04 P/E (TTM): 11.68X Cap: $241.21B
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• Bank of Nova Scotia (The) (BNS $104.84)
  • $104.84 P/E (TTM): 20.63X Cap: $128.53B
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• Canadian National Railway Company (CNR $150.19)
  • $150.19 P/E (TTM): 20.08X Cap: $90.95B
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• Suncor Energy Inc. (SU $94.71)
  • $94.71 P/E (TTM): 18.9X Cap: $110.73B
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• Enbridge Inc. (ENB $74.88)
  • $74.88 P/E (TTM): 22.74X Cap: $162.58B
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• Canadian Natural Resources Limited (CNQ $65.39)
  • $65.39 P/E (TTM): 12.36X Cap: $135.06B
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• Loblaw Companies Limited (L $62.75)
  • $62.75 P/E (TTM): 11.97X Cap: $72.39B
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• Sun Life Financial Inc. (SLF $99.41)
  • $99.41 P/E (TTM): 15.98X Cap: $54.39B
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• Intact Financial Corporation (IFC $259.54)
  • $259.54 P/E (TTM): 14.13X Cap: $46.10B
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• Fortis Inc. (FTS $78.26)
  • $78.26 P/E (TTM): 22.28X Cap: $39.46B
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• TMX Group Limited (X $56.46)
  • $56.46 P/E (TTM): 37.23X Cap: $15.57B
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• Hydro One Limited (H $59.20)
  • $59.20 P/E (TTM): 26.31X Cap: $35.11B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $65.21)
  • $65.21 P/E (TTM): 31.42X Cap: $106.20B
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Q: If you were starting to invest, had $500,000, and sought income with some growth, would you invest today or wait for the Iran war to resolve? If you were to invest today what companies would you buy and in what amounts?
Thank you!

Upvote 23

Read Answer Asked by Ian on April 29, 2026

• Costco Wholesale Corporation (COST $1,012.05)
  • $1,012.05 P/E (TTM): 70.31X Cap: $449.32B
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• Walmart Inc. (WMT $130.48)
  • $130.48 Cap: $1.03T
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• Dollarama Inc. (DOL $172.89)
  • $172.89 P/E (TTM): 36.71X Cap: $46.53B
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Q: I own Wallmart Costco and Dollarama in the Consumer defensive sector. They each comprise about 2% of my portfolio holdings for a total of 6%. Would it make sense to just own the big two compounders Wallmart and Costco and sell Dollarama?

Upvote 7

Read Answer Asked by Dennis on April 28, 2026

• Iridium Communications Inc (IRDM $39.23)
  • $39.23 P/E (TTM): 37.56X Cap: $4.21B
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• MDA Space Ltd. (MDA $41.49)
  • $41.49 P/E (TTM): 50.0X Cap: $5.83B
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• AST SpaceMobile Inc. (ASTS $65.76)
  • $65.76 Cap: $26.55B
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• Telesat Corporation Common and Variable Voting Shares (TSAT $67.49)
  • $67.49 Cap: $2.39B
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• Rocket Lab Corporation (RKLB $78.50)
  • $78.50 Cap: $46.23B
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Q: I know you had recently highlighted RKLB as a company to invest in ...wondered what you thought of IRDM?
Thank you

Upvote 4

Read Answer Asked by Scott on April 28, 2026

• EQB Inc. (EQB $121.13)
  • $121.13 P/E (TTM): 20.8X Cap: $4.44B
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• VersaBank (VBNK $24.89)
  • $24.89 P/E (TTM): 25.31X Cap: $783M
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Q: Which holding is the better 3-5 year hold?

Upvote 4

Read Answer Asked by Ian on April 22, 2026

• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
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• Galaxy Digital Inc. (GLXY $30.55)
  • $30.55 Cap: $11.39B
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Q: I see that you sold your full position of Galaxy in your growth portfolio recently. How come? And do you advise or notify your subscribers about your trades in advance or shortly thereafter?

Upvote 2

Read Answer Asked by Paul on April 22, 2026

• NVIDIA Corporation (NVDA $197.29)
  • $197.29 P/E (TTM): 40.5X Cap: $4.82T
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• Dollarama Inc. (DOL $172.89)
  • $172.89 P/E (TTM): 36.71X Cap: $46.53B
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• Celestica Inc. (CLS $580.09)
  • $580.09 P/E (TTM): 57.39X Cap: $65.89B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.83)
  • $153.83 P/E (TTM): 134.78X Cap: $226.09B
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• Kraken Robotics Inc. (PNG $7.55)
  • $7.55 Cap: $2.37B
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• Axon Enterprise Inc. (AXON $374.54)
  • $374.54 P/E (TTM): 266.43X Cap: $31.72B
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• Robinhood Markets Inc. (HOOD $78.22)
  • $78.22 P/E (TTM): 36.11X Cap: $68.93B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.14)
  • $62.14 P/E (TTM): 82.26X Cap: $137B
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• Nebius Group N.V. (NBIS $177.71)
  • $177.71 Cap: $44.79B
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• Galaxy Digital Inc. (GLXY $30.55)
  • $30.55 Cap: $11.39B
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Q: If YOU were starting a portfolio right now in this market, which 10 stocks (more or less in order) would you buy with pure growth on your mind? Ignore diversification for the purpose of this question. 3 - 5 year hold. Canadian or US Stocks.

A brief explanation for each.

Thanks so much!

Upvote 51

Read Answer Asked by Nick on April 22, 2026

• Hemisphere Energy Corporation (HME $3.00)
  • $3.00 P/E (TTM): 4.58X Cap: $287M
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• Kelt Exploration Ltd. (KEL $10.18)
  • $10.18 P/E (TTM): 33.17X Cap: $2.04B
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• Saturn Oil & Gas Inc. (SOIL $7.05)
  • $7.05 Cap: $1.30B
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Q: I would like to increase my Energy - Oil and Gas holdings and looking for an undervalued small cap. Any recommendations?

Thanks.

Upvote 6

Read Answer Asked by Danny-boy on April 21, 2026

• Freeport-McMoRan Inc. (FCX $57.43)
  • $57.43 P/E (TTM): 37.2X Cap: $79.88B
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• Newmont Corporation (NEM $109.67)
  • $109.67 P/E (TTM): 17.0X Cap: $115.64B
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• Franco-Nevada Corporation (FNV $307.71)
  • $307.71 P/E (TTM): 38.58X Cap: $58.53B
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• Wheaton Precious Metals Corp. (WPM $171.12)
  • $171.12 P/E (TTM): 38.1X Cap: $76.74B
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• Barrick Mining Corporation (ABX $52.89)
  • $52.89 P/E (TTM): 13.01X Cap: $87.41B
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• iShares S&P/TSX Capped Materials Index ETF (XMA $42.85)
  • $42.85 P/E (TTM): 26.3X Cap: $661M
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• State Street Materials Select Sector SPDR ETF (XLB $51.58)
  • $51.58 P/E (TTM): 26.04X Cap: $7.27B
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Q: Hello,

My portfolio is low in materials.
What would be your suggestions for individual stocks and/or an ETFs.
Long term hold
Thank you

Upvote 11

Read Answer Asked by Josette on April 21, 2026

• Cipher Pharmaceuticals Inc. (CPH $17.93)
  • $17.93 P/E (TTM): 12.29X Cap: $454M
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• Firan Technology Group Corporation (FTG $20.77)
  • $20.77 P/E (TTM): 44.11X Cap: $518M
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• 5N Plus Inc. (VNP $35.59)
  • $35.59 P/E (TTM): 45.11X Cap: $3.18B
  • View VNP Profile
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $287.90)
  • $287.90 P/E (TTM): 47.71X Cap: $3.49B
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• Kraken Robotics Inc. (PNG $7.55)
  • $7.55 Cap: $2.37B
  • View PNG Profile
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• HIVE Digital Technologies Ltd. (HIVE $3.72)
  • $3.72 Cap: $877M
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• Zedcor Inc. (ZDC $6.16)
  • $6.16 P/E (TTM): 323.5X Cap: $687M
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• Char Technologies Ltd. (YES $0.31)
  • $0.31 Cap: $40M
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• Tantalus Systems Holding Inc. (GRID $6.31)
  • $6.31 Cap: $355M
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• Telesat Corporation Common and Variable Voting Shares (TSAT $67.49)
  • $67.49 Cap: $2.39B
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• Electrovaya Inc. (ELVA $13.55)
  • $13.55 P/E (TTM): 93.21X Cap: $618M
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Q: What are your thoughts on Char Technologies? Too early to invest? What other small caps would you invest in instead for a 5-year hold?

Upvote 13

Read Answer Asked by V on April 21, 2026

• Enbridge Inc. (ENB $74.88)
  • $74.88 P/E (TTM): 22.74X Cap: $162.58B
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• TC Energy Corporation (TRP $89.87)
  • $89.87 P/E (TTM): 28.15X Cap: $93.69B
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• Pembina Pipeline Corporation (PPL $63.08)
  • $63.08 P/E (TTM): 22.73X Cap: $36.85B
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Q: What would be your top 3 pipelines for a combination of growth and dividend, 3 to 5 year hold.

Upvote 6

Read Answer Asked by Edgar on April 21, 2026

• Vitalhub Corp. (VHI $8.04)
  • $8.04 P/E (TTM): 80.0X Cap: $507M
  • View VHI Profile
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Q: In light of the significant drop in price and the potential of its bottoming out, how would you now rate VitalHub Corp.

Upvote 9

Read Answer Asked by Paul on April 20, 2026

• Propel Holdings Inc. (PRL $24.00)
  • $24.00 P/E (TTM): 10.89X Cap: $861M
  • View PRL Profile
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Q: I have taken a loss on this stock and am wondering whether to sell or hold? What are the prospects for the stock?

Upvote 11

Read Answer Asked by Ian on April 20, 2026

• Badger Infrastructure Solutions Ltd. (BDGI $82.79)
  • $82.79 P/E (TTM): 32.17X Cap: $2.70B
  • View BDGI Profile
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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 $35.59)
  • $35.59 P/E (TTM): 45.11X Cap: $3.18B
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• Volatus Aerospace Inc. (FLT $0.64)
  • $0.64 Cap: $460M
  • View FLT Profile
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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