Q: Significant gains today based on news that they have secured ERCOT approval to double capacity at their Helios data center and that they have completed their first-ever tokenized collateralized loan obligation. I understand the positive gains in doubling power capacity but could you please explain the significance of the CLO in layman’s terms. Also, their deal with CoreWeave should show results in 2026, I know you like this stock and I bought in on your prior. Could you please evaluate the impact of the recent announcement, apart from today’s short-term spike
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Anything popping NTR Weds.?
Thx
Thx
Q: Can you guys create an American Only Growth Stock Portfolio and when you get more time the Balanced and Income as well.
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.
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VanEck Gold Miners ETF (GDX $81.86)
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Kraken Robotics Inc. (PNG $9.25)
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HIVE Digital Technologies Ltd. (HIVE $2.84)
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Galaxy Digital Inc. Class A common stock (GLXY $28.92)
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Tantalus Systems Holding Inc. (GRID $4.43)
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Electrovaya Inc. (ELVA $10.55)
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Nebius Group N.V. (NBIS $119.61)
Q: Your firms conviction seems to have dropped recently?
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
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
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.
Appreciate the recommendation on this one.
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.
Appreciate your insight.
Paul F.
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.
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.
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Wheaton Precious Metals Corp. (WPM $164.84)
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Agnico Eagle Mines Limited (AEM $250.81)
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Capstone Copper Corp. (CS $9.76)
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Lundin Gold Inc. (LUG $96.74)
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NorthIsle Copper and Gold Inc. (NCX $2.46)
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
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $98.12)
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Constellation Software Inc. (CSU $2,488.80)
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Descartes Systems Group Inc. (The) (DSG $98.91)
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Kinaxis Inc. (KXS $135.54)
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Open Text Corporation (OTEX $30.77)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $167.72)
Q: Do you have a more recent update on DOCCKS than January 2025
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StorageVault Canada Inc. (SVI $4.40)
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FirstService Corporation (FSV $188.25)
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Altus Group Limited (AIF $46.59)
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CBRE Group Inc Class A (CBRE $133.20)
Q: What is your updated opinion now after their unveiling of the value creation plan and substantial issuer bid? Worth holding for now?
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
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
Q: Is it possible that yesterday's announcement by Amazon of their entry into Zedcor's market causing the spike down?
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
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
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.
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.
Q: You’re thoughts on finning
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Dollarama Inc. (DOL $183.12)
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Celestica Inc. (CLS $382.41)
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Toromont Industries Ltd. (TIH $192.03)
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Thomson Reuters Corporation (TRI $127.16)
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Kraken Robotics Inc. (PNG $9.25)
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Galaxy Digital Inc. Class A common stock (GLXY $28.92)
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,
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
David
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Illumina Inc. (ILMN $124.47)
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Humana Inc. (HUM $169.89)
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Miscellaneous (MISC)
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Cipher Pharmaceuticals Inc. (CPH $16.50)
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goeasy Ltd. (GSY $35.45)
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Firan Technology Group Corporation (FTG $17.66)
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HIVE Digital Technologies Ltd. (HIVE $2.84)
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kneat.com inc. (KSI $3.45)
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Vitalhub Corp. (VHI $6.77)
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Sonoco Products Company (SON $51.26)
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Propel Holdings Inc. (PRL $17.93)
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Mama's Creations Inc. (MAMA $14.86)
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Skyward Specialty Insurance Group Inc. (SKWD $41.66)
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Harrow Inc Com (HROW $34.06)
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?
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?