Investment Q&A

• Cisco Systems Inc. (CSCO $77.70)
  • $77.70 P/E (TTM): 27.41X Cap: $306.90B
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• Arista Networks Inc. (ANET $139.62)
  • $139.62 P/E (TTM): 49.88X Cap: $175.43B
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Q: Dear Peter et al:


I am long term holder of CSCO. I have made decent profit. Sometime ago to my question, you mentioned that it can be held still didn't see any problem with it.
But more recently I am hearing rumblings that ANET is better suited for AI going forward? Should one switch? It is in my Regd a/c. So, no tax implications.

Upvote 1

Read Answer Asked by Savalai on March 04, 2026

• Kraken Robotics Inc. (PNG $10.23)
  • $10.23 P/E (TTM): 152.83X Cap: $3.13B
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Q: Thoughts on acquisition and financing?
Jerry

Upvote 14

Read Answer Asked by Jerry on March 04, 2026

• Kraken Robotics Inc. (PNG $10.23)
  • $10.23 P/E (TTM): 152.83X Cap: $3.13B
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Q: PNG trading was halted late yesterday and I'm assuming it had to do with the post-market close announcement of Kraken's $615 million purchase of Covelya Group. I know PNG is a stock that is highly favoured by you right now and as such, am confident you have a better understanding of the purchase. Could you please provide your expertise on what we should see from PNG stock price short term, as well as what your overall thoughts are (good and or bad), for this acquisition? It's not really a small purchase, (it looks like just over 21% of PNG's market cap as of March 3rd close. Thanks for all your insights as always. Cheers, Don

Upvote 11

Read Answer Asked by don on March 04, 2026

• Kraken Robotics Inc. (PNG $10.23)
  • $10.23 P/E (TTM): 152.83X Cap: $3.13B
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Q: Hi 5i,

Would appreciate your thoughts on PNG regarding their announced purchase of Coveyla group.

On the surface it makes alot of sense to acquire a complementary business that adds to their market share/ revenues/profits.....but the fact that they had to borrow a $150 million and issue approx. 41 million shares to finance it is concerning.

Do you see this as a net positive?

Have their been any similiar acquisitions in the industry that have worked out well?

Thanks in advance.

Greg C.

Upvote 7

Read Answer Asked by GREGORY on March 04, 2026

• Capstone Copper Corp. (CS $11.54)
  • $11.54 P/E (TTM): 20.26X Cap: $8.81B
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Q: With the release of the 4th Q are you more or less comfortable with this being a part of your growth portfolio?
If comfortable... would you add, bringing it up to a full position?

Upvote 6

Read Answer Asked by Harry on March 03, 2026

• BMO S&P 500 Index ETF (ZSP $100.92)
  • $100.92 P/E (TTM): 25.46X Cap: $21.07B
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• BMO S&P 500 Index ETF (ZSP.U $74.27)
  • $74.27 P/E (TTM): 25.46X Cap: $2.54B
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Q: Can ZSP be bought in a US account using US dollars and what would be the symbol?

Thks
Marcel

Upvote 3

Read Answer Asked by Marcel on March 03, 2026

• Zimmer Biomet Holdings Inc. (ZBH $91.70)
  • $91.70 P/E (TTM): 26.28X Cap: $17.94B
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Q: When looking at technical analysis of this company, would one need to ignore the chart action prior to March 2022 because of its spin-off ? - i.e. is it irrelevant to use stock pricing before that date to establish overall long term trend lines and channels for T.A. purposes ?

How do you see this company as an investment going forward, and how do its valuation metrics compare now to the past?

Upvote 0

Read Answer Asked by James on March 03, 2026

• Arizona Sonoran Copper Company Inc. (ASCU $7.49)
  • $7.49 Cap: $1.34B
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Q: If you held Arizona Sonoran Copper, how would you handle the takeover from Hudson's Bay?

Upvote 1

Read Answer Asked by james on March 03, 2026

• Axo Copper Corp. (AXO $0.85)
  • $0.85 Cap: $200M
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Q: ANYTHING YOU CAN TEL ME ABOUT THIS MICRO CAP IN REGARDS TO DEBT,PROJECTS,HEADWINDS ,TAILWINDS,POSSIBILITY OF GETTING A MINE BUILT WITH PRODUCTION AND ESPECIALLY ANYTHING YOU CAN TELL ME ABOUT MANAGEMENT IN REGARDS TO PREVIOUS SUCCESS IN MINING,TAKE AS MANY QUESTIONS AS NEEDED AS THEIR IS "A LOT TO UNPACK" IN THIS LENGTHY QUESTION ...THANKS

Upvote 1

Read Answer Asked by Greg on March 03, 2026

Q: VEOEY What are your thoughts on ths company? Is it a buy?

Upvote 1

Read Answer Asked by hal on March 03, 2026

• Caterpillar Inc. (CAT $716.68)
  • $716.68 P/E (TTM): 37.47X Cap: $333.46B
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• Chevron Corporation (CVX $186.29)
  • $186.29 P/E (TTM): 28.57X Cap: $371.72B
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• Union Pacific Corporation (UNP $250.21)
  • $250.21 P/E (TTM): 21.19X Cap: $148.47B
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• Exxon Mobil Corporation (XOM $148.13)
  • $148.13 P/E (TTM): 22.45X Cap: $617.22B
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• Canadian National Railway Company (CNR $144.56)
  • $144.56 P/E (TTM): 19.34X Cap: $88.38B
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• Enbridge Inc. (ENB $72.96)
  • $72.96 P/E (TTM): 28.03X Cap: $159.19B
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• Fortis Inc. (FTS $78.19)
  • $78.19 P/E (TTM): 22.5X Cap: $39.67B
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• iShares S&P/TSX Global Gold Index ETF (XGD $62.16)
  • $62.16 P/E (TTM): 24.93X Cap: $4.51B
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• BMO Equal Weight Banks Index ETF (ZEB $59.87)
  • $59.87 P/E (TTM): 15.15X Cap: $4.83B
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• BMO Equal Weight Industrials Index ETF (ZIN $52.80)
  • $52.80 P/E (TTM): 18.5X Cap: $49M
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• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $68.12)
  • $68.12 P/E (TTM): 27.98X Cap: $161M
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• iShares S&P/TSX Capped Energy Index ETF (XEG $24.15)
  • $24.15 P/E (TTM): 12.58X Cap: $2B
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• Hydro One Limited (H $59.15)
  • $59.15 P/E (TTM): 27.48X Cap: $35.47B
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• Nutrien Ltd. (NTR $103.40)
  • $103.40 P/E (TTM): 34.81X Cap: $49.97B
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• BMO Global Consumer Staples Hedged to CAD Index ETF (STPL $25.44)
  • $25.44 P/E (TTM): 25.14X Cap: $35M
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• Global X Artificial Intelligence Infrastructure Index ETF (MTRX $31.72)
  • $31.72 Cap: $32M
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• iShares Global Energy ETF (IXC $52.08)
  • $52.08 P/E (TTM): 18.08X Cap: $2.31B
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Q: Can you provide your top 5 Canadian stocks, top 5 ETFs available on the TSX and top 3 international ETFs (TSX) and top 3 US stocks that are considered HALO investments. ( Heavy assets low obsolescence) less impacted by AI disruption. Thank you

Upvote 25

Read Answer Asked by Dick on March 03, 2026

• Galaxy Digital Inc. Class A common stock (GLXY $29.64)
  • $29.64 Cap: $11.57B
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• Galaxy Digital Inc. (GLXY $21.83)
  • $21.83 Cap: $8.52B
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Q: I read this morning that Galaxy is being delisted from the TSX. How does one handle this move? Do I sell and re-buy on the Nasdaq, or will the Canadian shares be automatically converted to the US equivalent? And, ... why is this happening?

Upvote 12

Read Answer Asked by Sylvia on March 03, 2026

• iShares MSCI South Korea ETF (EWY $130.30)
  • $130.30 P/E (TTM): 39.8X Cap: $16.46B
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Q: Does it make sense to you for an 18B ETF like EWY, which represents a country's index, to be down almost 13% in one day on a war that does not impact it at all?

Upvote 2

Read Answer Asked by John on March 03, 2026

Q: I was rummaging through the old questions and there was one asking for your top 5 micro and top 5 small caps. It was from 2023 I believe. Wondering what your choices would be today.
Thanks

Upvote 13

Read Answer Asked by Robert on March 03, 2026

• Ouster Inc. (OUST $22.37)
  • $22.37 Cap: $1.40B
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Q: The most recent quarter seems to be quite positive in terms of growth and profitability trajectory - how would you assess the quarter and does this confirm a rebound for the stock or reconfirm worries?

Upvote 3

Read Answer Asked by Michael on March 03, 2026

• BMO Money Market Fund (ZMMK $49.85)
  • $49.85 Cap: $5.37B
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Q: My children's entire RESP is 100% in equities. As they get closer to going to post secondary school, would owning some money market funds, like ZMMK, be a good safe strategy to hold 1-2 years tuition in case of a market downturn. And open to suggestions.

Upvote 5

Read Answer Asked by Cam on March 03, 2026

• Propel Holdings Inc. (PRL $19.83)
  • $19.83 P/E (TTM): 10.68X Cap: $780M
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Q: Pls review Q results, guidance
Hold, sell, buy?

Upvote 14

Read Answer Asked by JR on March 03, 2026

Q: Morning Troops. With the recent run up is now a good time to take profits in long held oil and gas stocks? Cheers.

Upvote 8

Read Answer Asked by Neil on March 03, 2026

• CAE Inc. (CAE $38.72)
  • $38.72 P/E (TTM): 33.7X Cap: $12.46B
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• Calian Group Ltd. (CGY $81.76)
  • $81.76 Cap: $933M
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• Aritzia Inc. Subordinate Voting Shares (ATZ $112.72)
  • $112.72 Cap: $13.01B
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• Zedcor Inc. (ZDC $5.45)
  • $5.45 P/E (TTM): 375.71X Cap: $575M
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• MDA Space Ltd. (MDA $44.47)
  • $44.47 P/E (TTM): 50.06X Cap: $5.61B
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Q: Hi, I always like your options about valuations. With this diverse group of stocks, please rank the order in which you'd initiate a position today, with a short explanation why. Thank you.

Upvote 14

Read Answer Asked by GeeMac on March 03, 2026

• Hamilton Healthcare YIELD MAXIMIZER TM ETF (LMAX $13.80)
  • $13.80 P/E (TTM): 22.68X Cap: $174M
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Q: What do you think about holding this ETF in an RSP for a retired person looking for capital preservation and income. Is there something else you would recommend.

Upvote 1

Read Answer Asked by Jim on March 03, 2026