Investment Q&A

• Martin Marietta Materials Inc. (MLM $614.49)
  • $614.49 P/E (TTM): 32.65X Cap: $36.92B
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• Vulcan Materials Company (Holding Company) (VMC $297.32)
  • $297.32 P/E (TTM): 36.51X Cap: $38.62B
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• CRH PLC (CRH $115.45)
  • $115.45 P/E (TTM): 21.31X Cap: $79.26B
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• Amrize Ltd (AMRZ $53.38)
  • $53.38 P/E (TTM): 15.84X Cap: $31.85B
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Q: I'm looking for exposure to the infrastructure/materials area. Would you think more pure plays for aggregates like VCM or MLM are preferred over CRH or AMRZ which also have construction exposure? What do you think of this idea and what would your preferred companies be? Thanks very much!

Upvote 1

Read Answer Asked by Michael on April 14, 2026

• Kinaxis Inc. (KXS $144.74)
  • $144.74 P/E (TTM): 40.76X Cap: $3.88B
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• Vertiv Holdings LLC Class A (VRT $328.31)
  • $328.31 P/E (TTM): 89.79X Cap: $126.17B
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Q: Vertiv or Kinaxis for growth, which would you prefer please.

Upvote 2

Read Answer Asked by Gregory on April 14, 2026

Q: How important to SHOP is this news?
""TALLINN, Estonia, April 09, 2026--(BUSINESS WIRE)--Today, Katana (katanamrp.com) announced its evolution from cloud inventory management software into the Modern Merchant Operating System, a unified platform purpose-built for product brands selling across multiple channels and locations. The announcement comes alongside the launch of Katana’s native Amazon FBA integration, the first in a series of platform capabilities designed to give multi-channel merchants a single source of truth for their entire operation.''

Upvote 3

Read Answer Asked by Yves on April 14, 2026

• TFI International Inc. (TFII $193.46)
  • $193.46 P/E (TTM): 48.8X Cap: $15.97B
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Q: Hi - what do you make of a transport like TFII moving up strongly despite gas prices rising in step? Would you be a buyer here?

Upvote 5

Read Answer Asked by Doug on April 14, 2026

• Chemtrade Logistics Income Fund (CHE.UN $17.30)
  • $17.30 P/E (TTM): 13.7X Cap: $1.94B
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Q: Typical Canada/BC that they pulled approval for Chem trade to produce sulphuric acid right at the time of a major global shortage and when the need for a North American supplier is critical.

Is the 17% drop today about right based on this news? What do you think the chances are this get overturned? I recently bought after looking at the macro situation and need to decide whether to drop and move on or if there is recovery potential. Given that Vancouver and BC is involved this could drag on for years, no?

Upvote 3

Read Answer Asked by Kel on April 14, 2026

• BCE Inc. (BCE $32.56)
  • $32.56 P/E (TTM): 4.69X Cap: $30.36B
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• TELUS Corporation (T $17.07)
  • $17.07 P/E (TTM): 23.19X Cap: $26.04B
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Q: Would Telus and BCE be considered good entry points for cash flow with minimal growth potential? They seem to be very out of favour currently.

Upvote 7

Read Answer Asked by Rob on April 14, 2026

• Zeta Global Holdings Corp. Class A (ZETA $18.60)
  • $18.60 Cap: $4.59B
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Q: Can i get your thoughts on ZETA please? Buyable here?
Thank you

Upvote 3

Read Answer Asked by Neil on April 14, 2026

• Booking Holdings Inc. (BKNG $169.63)
  • $169.63 P/E (TTM): 1.05X Cap: $130.45B
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• Canadian Natural Resources Limited (CNQ $63.88)
  • $63.88 P/E (TTM): 12.5X Cap: $133.25B
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• ARC Resources Ltd. (ARX $31.85)
  • $31.85 P/E (TTM): 14.6X Cap: $18.22B
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• Celestica Inc. (CLS $569.51)
  • $569.51 P/E (TTM): 51.92X Cap: $64.11B
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• Hydro One Limited (H $58.41)
  • $58.41 P/E (TTM): 26.04X Cap: $35B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $146.42)
  • $146.42 Cap: $16.54B
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• Kraken Robotics Inc. (PNG $7.45)
  • $7.45 Cap: $2.39B
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• Vertiv Holdings LLC Class A (VRT $328.31)
  • $328.31 P/E (TTM): 89.79X Cap: $126.17B
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• Robinhood Markets Inc. (HOOD $73.66)
  • $73.66 P/E (TTM): 34.9X Cap: $65.63B
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• Brookfield Corporation Class A Limited Voting Shares (BN $61.48)
  • $61.48 P/E (TTM): 79.08X Cap: $137.24B
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• Nebius Group N.V. (NBIS $154.49)
  • $154.49 Cap: $32.91B
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Q: I asked question last Sunday past regarding top 6 sectors (in order of preference complete with top 2 picks in each sector along with reasons behind the picks again everything in order of preference please. No sure what happened but no answer was given...thanks

Upvote 34

Read Answer Asked by Terence on April 14, 2026

• Neo Performance Materials Inc. (NEO $26.71)
  • $26.71 Cap: $1.05B
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Q: What are your expectations for this company? What would be a good entry point?

Upvote 5

Read Answer Asked by Stephen on April 14, 2026

• GFL Environmental Inc. subordinate voting shares (GFL $52.36)
  • $52.36 P/E (TTM): 5.66X Cap: $19.57B
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Q: Your thoughts on this deal to acquire Secure,would you buy this here and if they are paying for 80% of this with shares ,would you consider this a pretty big bite to digest what do you see this stock doing in the short term(1-3 months)THANKS

Upvote 4

Read Answer Asked by Greg on April 14, 2026

• Cameco Corporation (CCO $163.66)
  • $163.66 P/E (TTM): 173.7X Cap: $72.72B
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• AeroVironment Inc. (AVAV $184.97)
  • $184.97 Cap: $9.73B
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• 5N Plus Inc. (VNP $34.96)
  • $34.96 P/E (TTM): 40.48X Cap: $2.94B
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• Arista Networks Inc. (ANET $172.70)
  • $172.70 P/E (TTM): 61.34X Cap: $217.45B
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• Neo Performance Materials Inc. (NEO $26.71)
  • $26.71 Cap: $1.05B
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• Vertiv Holdings LLC Class A (VRT $328.31)
  • $328.31 P/E (TTM): 89.79X Cap: $126.17B
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• Ondas Inc (ONDS $10.32)
  • $10.32 Cap: $4.87B
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• MDA Space Ltd. (MDA $42.00)
  • $42.00 P/E (TTM): 47.24X Cap: $5.75B
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• Telesat Corporation Common and Variable Voting Shares (TSAT $66.00)
  • $66.00 Cap: $2.38B
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• CoreWeave Inc. (CRWV $119.01)
  • $119.01 Cap: $60.59B
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Q: Good morning 5i,

Enjoyed the BNN segment as always.

Which current US stocks are in the midst of hot momentum with room to carry. Such as NBIS. Ones preferable with reasonable balance sheets and worth holding on a fundamental basis. Add to my momentum portion of my portfolio.

Thank you.

Upvote 24

Read Answer Asked by Adam on April 14, 2026

Q: watching chris today on market call and very good. he said he has done a study on the vix and i was just wondering for canadian paying large dividend stocks -where should the vix be to best suit the dividend stocks.

Upvote 9

Read Answer Asked by hans on April 14, 2026

• Cambria Gold Mines Inc. (CAMB $1.45)
  • $1.45 Cap: $113M
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Q: Would love your thoughts and any information you can share with me on this small cap Gold mine in the Golden Triangle in North Western BC?
They apparently are starting Construction of another mine!
Thanx as Usual
Gary

Upvote 1

Read Answer Asked by Gary on April 14, 2026

• Royal Bank of Canada (RY $244.20)
  • $244.20 P/E (TTM): 16.1X Cap: $341.18B
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• Toronto-Dominion Bank (The) (TD $145.84)
  • $145.84 P/E (TTM): 11.44X Cap: $244.19B
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• Bank of Nova Scotia (The) (BNS $106.05)
  • $106.05 P/E (TTM): 20.16X Cap: $130.24B
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• Dollarama Inc. (DOL $174.00)
  • $174.00 P/E (TTM): 35.93X Cap: $47.38B
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• Celestica Inc. (CLS $569.51)
  • $569.51 P/E (TTM): 51.92X Cap: $64.11B
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• Toromont Industries Ltd. (TIH $217.38)
  • $217.38 P/E (TTM): 34.74X Cap: $17.22B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.48)
  • $173.48 P/E (TTM): 129.02X Cap: $215.02B
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• EQB Inc. (EQB $124.17)
  • $124.17 P/E (TTM): 20.65X Cap: $4.51B
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• Kraken Robotics Inc. (PNG $7.45)
  • $7.45 Cap: $2.39B
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• Brookfield Corporation Class A Limited Voting Shares (BN $61.48)
  • $61.48 P/E (TTM): 79.08X Cap: $137.24B
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Q: Good Morning, I’m looking to round out my TFSA. Excluding Celestica, Shop, BN and Kraken what Canadian company would you recommend for a 3 year hold.
Thank you

Upvote 17

Read Answer Asked by Marty on April 14, 2026

Q: Everyone, Have the fundamental concerns investors raise about stocks changed over time, or are they largely the same questions in different forms? Clayton

Upvote 9

Read Answer Asked by Clayton on April 14, 2026

• Salesforce Inc. (CRM $183.82)
  • $183.82 P/E (TTM): 23.23X Cap: $162.93B
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• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.95X Cap: $51.74B
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• Gartner Inc. (IT $146.40)
  • $146.40 P/E (TTM): 15.57X Cap: $10.02B
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Q: How broad was the move in software yesterday? Was it virtually industry wide Was there something specific that happened? Thank you.

Upvote 5

Read Answer Asked by Alex on April 14, 2026

• Amazon.com Inc. (AMZN $268.26)
  • $268.26 P/E (TTM): 36.69X Cap: $2.85T
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• MDA Space Ltd. (MDA $42.00)
  • $42.00 P/E (TTM): 47.24X Cap: $5.75B
  • View MDA Profile
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Q: If Globalstar is taken over by Amazon, how might that affect the contracts MDA has with Globalstar? Is this a net positive or a negative for MDA. Thanks.

Upvote 6

Read Answer Asked by Bruce on April 14, 2026

• Aecon Group Inc. (ARE $51.76)
  • $51.76 P/E (TTM): 237.95X Cap: $3.42B
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• Alexandria Real Estate Equities Inc. (ARE $41.39)
  • $41.39 Cap: $7.21B
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Q: Ref : Patrick question on Monday:
“Do you have any thoughts on CUBE? I don’t have a lot of REIT exposure in my portfolio (just a small position in DIR.UN and some ARE at a large loss).”

Since ARE:CA has been a great performer in the last 5 years, I believe he is referring to ARE:US for real estate.

Upvote 3

Read Answer Asked by Denise on April 14, 2026

• iShares S&P/TSX 60 Index ETF (XIU $50.05)
  • $50.05 P/E (TTM): 18.08X Cap: $21.96B
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Q: XIU sems to have a fairly high fund turnover rate, would that be a factor worth considering vs. some other ETF's?

Upvote 3

Read Answer Asked by steve on April 14, 2026

• Secure Waste Infrastructure Corp. (SES $22.48)
  • $22.48 P/E (TTM): 42.38X Cap: $5.04B
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• GFL Environmental Inc. subordinate voting shares (GFL $52.36)
  • $52.36 P/E (TTM): 5.66X Cap: $19.57B
  • View GFL Profile
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Q: Hi 5i,
I have 300 shares of SES. It is in my TFSA, so no tax consequences if I sell. What is your opinion of the best option to take? Get shares of GFL, combination of shares and cash, or sell shares . We don’t need the cash but I want a company that has potential to grow.
Thank you for your opinion.

Upvote 2

Read Answer Asked by john on April 14, 2026