Investment Q&A

• WSP Global Inc. (WSP $227.03)
  • $227.03 P/E (TTM): 30.34X Cap: $30.60B
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• Stantec Inc. (STN $124.29)
  • $124.29 P/E (TTM): 29.47X Cap: $14.17B
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• goeasy Ltd. (GSY $32.54)
  • $32.54 P/E (TTM): 2.48X Cap: $540M
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• Propel Holdings Inc. (PRL $21.41)
  • $21.41 P/E (TTM): 11.13X Cap: $842M
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Q: Hi Guys

I hold Stantec and WSP and looking to add to one. Looking out 5 years would you have a favorite today?

Thanks Stuart

Upvote 9

Read Answer Asked by Stuart on February 27, 2026

• TELUS Corporation (T $17.07)
  • $17.07 P/E (TTM): 23.63X Cap: $26.13B
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Q: Crystal ball here, but do you think Telus shares may rise when/if the dividend is cut? The uncertainty seems priced in. Appreciate your insights.

Upvote 2

Read Answer Asked by Curtis on February 27, 2026

• Alphabet Inc. (GOOG $383.22)
  • $383.22 P/E (TTM): 35.33X Cap: $4.66T
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• NVIDIA Corporation (NVDA $198.45)
  • $198.45 P/E (TTM): 40.73X Cap: $4.82T
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• Booking Holdings Inc. (BKNG $169.63)
  • $169.63 P/E (TTM): 1.01X Cap: $131.44B
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• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 73.83X Cap: $51.74B
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• Celestica Inc. (CLS $569.51)
  • $569.51 P/E (TTM): 56.2X Cap: $65.47B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.48)
  • $173.48 P/E (TTM): 128.1X Cap: $226.23B
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• Spotify Technology S.A. (SPOT $441.51)
  • $441.51 Cap: $90.87B
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• Thomson Reuters Corp (TRI $94.41)
  • $94.41 P/E (TTM): 28.19X Cap: $41.99B
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• CrowdStrike Holdings Inc. (CRWD $455.64)
  • $455.64 Cap: $115.55B
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• Vertiv Holdings LLC Class A (VRT $328.31)
  • $328.31 P/E (TTM): 96.33X Cap: $126.10B
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• Topicus.com Inc. (TOI $96.31)
  • $96.31 P/E (TTM): 296.46X Cap: $12.45B
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• Lumine Group Inc. (LMN $20.64)
  • $20.64 P/E (TTM): 33.98X Cap: $5.29B
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• Nebius Group N.V. (NBIS $154.49)
  • $154.49 Cap: $39.22B
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Q: After recent news/earnings and along the thinking that AI will not completely replace SAAS but work along side it and even provide positive tailwinds, do you think its time to rotate a bit more from hardware to software or proceed with caution still? I hold CLS, NVDA, NBIS, VRT in hardware and CSU,LMN,TOI,SPOT, SHOP,CRWD,BKNG,TRI in software. Also own GOOG. I'm trying to find the right balance. If we look at SOXX/IGV, are we going to see mean reversion back to the mean?

Also what part of the market or credit cycle do you think we are in? Mid to late cycle? Should we be more defensive or still slowly adding to growth names? Thanks!

Upvote 16

Read Answer Asked by Keith on February 27, 2026

• Hydrograph Clean Power Inc. (HG $7.70)
  • $7.70 Cap: $2.40B
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Q: I realize the graphene stock 'Hydrograph' is very speculative, but is it worth a small opening position?

Thank you,

Dean

Upvote 2

Read Answer Asked by Dean on February 27, 2026

• Alphabet Inc. (GOOG $383.22)
  • $383.22 P/E (TTM): 35.33X Cap: $4.66T
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• Amazon.com CDR (CAD Hedged) (AMZN $30.89)
  • $30.89 P/E (TTM): 36.97X Cap: $3.87T
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Q: Hello
like to add to the above , already has a 1/3 position
would you prefer goog over amzn
also an entry price to suggest would be great
thanks
Michael

Upvote 5

Read Answer Asked by Michael on February 27, 2026

• The Trade Desk Inc. (TTD $24.24)
  • $24.24 P/E (TTM): 26.21X Cap: $11.39B
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Q: Hello, can you comment on their latest earnings? Did you listen to Jeff green usually he gives a lot of information

Upvote 1

Read Answer Asked by jean on February 27, 2026

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.48)
  • $173.48 P/E (TTM): 128.1X Cap: $226.23B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $71.21)
  • $71.21 P/E (TTM): 56.17X Cap: $726M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.69)
  • $12.69 Cap: $1.74B
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• BMO Covered Call Technology ETF (ZWT $62.48)
  • $62.48 P/E (TTM): 34.01X Cap: $231M
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• Lumine Group Inc. (LMN $20.64)
  • $20.64 P/E (TTM): 33.98X Cap: $5.29B
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Q: I own no Tech. What would be your 5 best company and/or ETF choices listed in Canada. Thanks, great service.

Upvote 9

Read Answer Asked by Curtis on February 27, 2026

• Brookfield Renewable Partners L.P. (BEP.UN $45.35)
  • $45.35 Cap: $30.84B
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• Algonquin Power & Utilities Corp. (AQN $8.58)
  • $8.58 Cap: $6.59B
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• Northland Power Inc. (NPI $23.21)
  • $23.21 Cap: $6.06B
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• Capital Power Corporation (CPX $63.90)
  • $63.90 P/E (TTM): 82.27X Cap: $9.99B
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• Hydro One Limited (H $58.41)
  • $58.41 P/E (TTM): 26.29X Cap: $35.03B
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Q: Of Canadian Utility companies, which have the most intriguing growth potential? CPX seems to stand out, but what do you think? Or is an ETF (ZWU/ZUT) the best way to go.

Upvote 6

Read Answer Asked by Curtis on February 27, 2026

• Agnico Eagle Mines Limited (AEM $249.67)
  • $249.67 P/E (TTM): 20.81X Cap: $125.08B
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Q: In your opinion, having no gold stocks at present, is Agnico Eagle worth investing in?

Upvote 2

Read Answer Asked by Paul on February 27, 2026

• 5N Plus Inc. (VNP $34.96)
  • $34.96 P/E (TTM): 42.28X Cap: $3.14B
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• Kraken Robotics Inc. (PNG $7.45)
  • $7.45 Cap: $2.28B
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• Zedcor Inc. (ZDC $6.47)
  • $6.47 P/E (TTM): 312.5X Cap: $717M
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• Tantalus Systems Holding Inc. (GRID $6.35)
  • $6.35 Cap: $355M
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• MDA Space Ltd. (MDA $42.00)
  • $42.00 P/E (TTM): 49.45X Cap: $5.82B
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• Propel Holdings Inc. (PRL $21.41)
  • $21.41 P/E (TTM): 11.13X Cap: $842M
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• Electrovaya Inc. (ELVA $12.90)
  • $12.90 P/E (TTM): 90.97X Cap: $619M
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Q: Please rank these growth stocks for a hold over the next 3 years.. After reading some of your comments I am thinking of selling GRID and replacing with ELVA. Other suggestions would be appreciated. As always thanks for your insights. Stephen

Upvote 24

Read Answer Asked by Stephen on February 27, 2026

• Cipher Digital Inc. (CIFR $17.04)
  • $17.04 Cap: $6.91B
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Q: Thoughts on recent earnings, name change and outlook?

Upvote 3

Read Answer Asked by Sal on February 26, 2026

• Tamarack Valley Energy Ltd. (TVE $12.80)
  • $12.80 Cap: $6.19B
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Q: Thoughts on the TVE quarter please?

Upvote 7

Read Answer Asked by blake on February 26, 2026

• WELL Health Technologies Corp. (WELL $4.27)
  • $4.27 Cap: $1.10B
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Q: Well has been a dog forever Always promise but no delivery. Another Knight? Held for so many years, ready to capitulate! Is there a light at the end of this tunnel?

Upvote 3

Read Answer Asked by Helen on February 26, 2026

• Shift4 Payments Inc. Class A (FOUR $45.21)
  • $45.21 P/E (TTM): 63.35X Cap: $3.58B
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Q: four seems to be taking it on the chin today. Any reason why?

Upvote 2

Read Answer Asked by sean on February 26, 2026

• Axon Enterprise Inc. (AXON $402.31)
  • $402.31 P/E (TTM): 266.07X Cap: $32.41B
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• TransMedics Group Inc. (TMDX $100.01)
  • $100.01 P/E (TTM): 20.78X Cap: $3.45B
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Q: Could I please get your thoughts on Axon and TransMedic's latest quarterly results please? I thought both were excellent and Axon's share price responded accordingly. TransMedics not so much.
Thanks,
Neil

Upvote 6

Read Answer Asked by Neil on February 26, 2026

• Gibson Energy Inc. (GEI $29.90)
  • $29.90 P/E (TTM): 23.06X Cap: $4.89B
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Q: What is the impact on earnings of the recent pipeline deal in the Mannville stack?

Upvote 1

Read Answer Asked by Robert on February 26, 2026

• NVIDIA Corporation (NVDA $198.45)
  • $198.45 P/E (TTM): 40.73X Cap: $4.82T
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Q: Hi 5i, thoughts on results, and why the market dislikes the results. Going fwd is it still a buy for new positions? Thx

Upvote 17

Read Answer Asked by Christopher on February 26, 2026

• Kraken Robotics Inc. (PNG $7.45)
  • $7.45 Cap: $2.28B
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• Algoma Steel Group Inc. (ASTL $6.56)
  • $6.56 Cap: $688M
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Q: Peter; If Canada picks Germany for the sub deal , would this impact PNG- or, if not, which Canadian coys would benefit? Thanks.
Rod

Upvote 4

Read Answer Asked by Rodney on February 26, 2026

• EQB Inc. (EQB $124.17)
  • $124.17 P/E (TTM): 20.65X Cap: $4.54B
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Q: Comments please on EQB earnings and outlook.
Thanks!

Upvote 5

Read Answer Asked by chris on February 26, 2026

• KLA Corporation (KLAC $1,726.26)
  • $1,726.26 P/E (TTM): 50.96X Cap: $226.27B
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• AutoZone Inc. (AZO $3,594.08)
  • $3,594.08 P/E (TTM): 32.18X Cap: $59.21B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,170.28)
  • $2,170.28 P/E (TTM): 8.18X Cap: $46.54B
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• Franco-Nevada Corporation (FNV $307.53)
  • $307.53 P/E (TTM): 39.31X Cap: $59.05B
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• Celestica Inc. (CLS $569.51)
  • $569.51 P/E (TTM): 56.2X Cap: $65.47B
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• Markel Group Inc. (MKL $1,779.36)
  • $1,779.36 P/E (TTM): 10.39X Cap: $22.26B
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Q: No guarantees of course but base on your historical perspective could you provide a short list of 3 each US and Canadian companies that “most likely” would do a stock split in the near future?

Upvote 4

Read Answer Asked by Martin on February 26, 2026