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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: Looking at adding to 2 areas - stocks that might benefit from increased defense spending in Canada, and stocks in the metals sector. How would you rate these stocks on a scale of 1 to 10 for a buy at this time? 10 being something you like a lot, 5 if you are indifferent, and 1 if you have zero interest in owning it. ARIS, CS, HBM, OGC, PAAS, SVM for metals and CGY, FTG, MDA, PNG for defense related.
Read Answer Asked by Dan on February 20, 2026
Q: Want to generate some cash in a RESP. overweight oil and gas in this fund. trying to decide what to sell. Do I trim a little from white cap, head water, and freehold or sell reits.
Read Answer Asked by brian on February 19, 2026
Q: Could you please provide some "colour" around the substantial issuer bid and the news release today regarding the intention of insider Intercap to participate? Market doesn't seem to like it, and I am wondering if you would consider buying today on the weakness if as an investor you were positive on the company and their prospects.
Thank you
Read Answer Asked by Robert on February 19, 2026
Q: I’ve spent 30 years as an business owner in the irrigation sector, navigating four major tech shifts: mechanical dials, digital screens, cloud software, and now AI.
While financial models capture the numbers, they often miss the qualitative reality of running a business on the ground. In my experience, customers don't buy "code"—they buy reliability. Every time technology shifted, I never lost a customer. They didn't run to a startup; they called the partner they already trusted for the upgrade.
Why this benefits Constellation Software ($CSU):
• New Revenue Streams: In my business, every shift allowed me to sell new "value-add" services—from remote monitoring to predictive maintenance. CSU is doing the same. AI isn't a replacement; it's a premium feature they can upsell to a locked-in audience.
• Embedded Infrastructure: Like irrigation pipes in the ground, CSU’s software is mission-critical and expensive to replace. It’s a "Digital Utility."
• The Survival Filter: 50% of new companies go bankrupt in their first 5 years. A business owner won't gamble their operations on a "shiny" AI tool from a company that might not exist in 24 months.
• Margin Expansion: AI is a low-cost maintenance tool for incumbents. It allows CSU to support legacy systems at a fraction of the previous cost, turning a "cost center" into a "profit center."
I see a company that owns the "wall" (the relationship), while others worry about the "box" (the code). Does my reasoning—that tech shifts actually strengthen the incumbent by creating new revenue—make sense from your perspective?
Read Answer Asked by jean on February 19, 2026
Q: Hi,
In Les' question submitted on Feb 17....you answered...."If we set aside risk parameters largely, we would consider these: BN, PNG, SHOP, CLS, ZDC, VNP, CSU, WSP, CNQ, CNR".
Was this the preference order to buy given the current climate of things? If not, could you please re-order with what you would buy first? Some are probably down (unwarranted?) more than others for various current reasons so those might be more attractive currently?

cheers,
Steve
Read Answer Asked by Stephen on February 19, 2026
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