Investment Q&A

• Micron Technology Inc. (MU $806.17)
  • $806.17 P/E (TTM): 37.55X Cap: $864.49B
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• NVIDIA Corporation (NVDA $227.17)
  • $227.17 P/E (TTM): 44.78X Cap: $5.36T
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• Celestica Inc. (CLS $515.00)
  • $515.00 P/E (TTM): 52.6X Cap: $58.94B
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• Vertiv Holdings LLC Class A (VRT $374.19)
  • $374.19 P/E (TTM): 107.89X Cap: $141.01B
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• GLOBAL X FDS (AIQ $62.32)
  • $62.32 P/E (TTM): 24.79X Cap: $9.52B
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• Nebius Group N.V. (NBIS $213.26)
  • $213.26 Cap: $45.47B
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Q: What would be a good way to have exposure to IA?

Upvote 7

Read Answer Asked by Bill on May 07, 2026

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,205.00)
  • $2,205.00 P/E (TTM): 7.85X Cap: $45.78B
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• Intact Financial Corporation (IFC $250.58)
  • $250.58 P/E (TTM): 13.68X Cap: $44.41B
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Q: Can you contrast the business models of INtact financial and Fairfax financial holdings and discuss valuation and which uoid prefer thanks? Why such a large PE discount for fair fax? Why have both somewhat underperformed of late but done well longterm?

Upvote 5

Read Answer Asked by Scott on May 07, 2026

• Sun Life Financial Inc. (SLF $96.51)
  • $96.51 P/E (TTM): 15.67X Cap: $53.59B
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Q: Hello. Would you add to an existing position in SLF after today’s move lower?

Upvote 7

Read Answer Asked by Trevor on May 07, 2026

• Premium Brands Holdings Corporation (PBH $86.57)
  • $86.57 P/E (TTM): 59.66X Cap: $4.55B
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• A & W Food Services of Canada Inc. (AW $35.20)
  • $35.20 P/E (TTM): 15.52X Cap: $853M
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Q: Which is a better long term hold for income. PBH or AW, and why. Thank you

Upvote 2

Read Answer Asked by Michael on May 07, 2026

• Electrovaya Inc. (ELVA $14.80)
  • $14.80 P/E (TTM): 110.98X Cap: $682M
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Q: I'm looking to add a little more growth in my conservative (for the most part) portfolios. by adding a little 1-2% position in Electrovaya Inc. What would you suggest as a good price to buy in? Thank you.

Upvote 2

Read Answer Asked by Stephen on May 07, 2026

• Nutrien Ltd. (NTR $98.02)
  • $98.02 P/E (TTM): 32.33X Cap: $47.54B
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Q: Good morning,

Would you step into NTR after the decline this am post earnings? As well , why such a negative response the market?

Thank you,
Brad

Upvote 7

Read Answer Asked by Brad on May 07, 2026

• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.42)
  • $16.42 P/E (TTM): 18.21X Cap: $1.09B
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Q: Should I infer from Danny's question this morning that you are selling XHY in your Income Portfolio?

Upvote 2

Read Answer Asked by Dennis on May 07, 2026

• Dream Industrial Real Estate Investment Trust (DIR.UN $13.73)
  • $13.73 P/E (TTM): 38.51X Cap: $4.04B
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Q: Please comment on Dir.un lastest Q.Add,Hold or Sell.Txs for u usual great services & views

Upvote 4

Read Answer Asked by Peter on May 07, 2026

• Micron Technology Inc. (MU $806.17)
  • $806.17 P/E (TTM): 37.55X Cap: $864.49B
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• Veeva Systems Inc. Class A (VEEV $155.47)
  • $155.47 P/E (TTM): 29.29X Cap: $26B
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• Snowflake Inc. (SNOW $153.45)
  • $153.45 Cap: $52.53B
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Q: Good Morning, I recently sold SNOW:US and I am wondering what you would recommend replace it with.

Upvote 2

Read Answer Asked by Pauline on May 07, 2026

• NEOS S&P 500 High Income ETF (SPYI $53.70)
  • $53.70 P/E (TTM): 25.57X Cap: $9.52B
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Q: hello 5i:
could you do a head to head comparison of SPYI (knowing you hold) and QDVO please.
From the perpective of a retired, moderate risk investor. I note there are no questions on QDVO.
thanks
Paul L

Upvote 2

Read Answer Asked by Paul on May 07, 2026

• Micron Technology Inc. (MU $806.17)
  • $806.17 P/E (TTM): 37.55X Cap: $864.49B
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• Celestica Inc. (CLS $515.00)
  • $515.00 P/E (TTM): 52.6X Cap: $58.94B
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• 5N Plus Inc. (VNP $40.27)
  • $40.27 P/E (TTM): 49.73X Cap: $3.52B
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• Kraken Robotics Inc. (PNG $6.98)
  • $6.98 Cap: $2.09B
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• Keysight Technologies Inc. (KEYS $363.48)
  • $363.48 P/E (TTM): 65.77X Cap: $62.02B
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• Teradyne Inc. (TER $364.28)
  • $364.28 P/E (TTM): 105.66X Cap: $56.11B
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• Monolithic Power Systems Inc. (MPWR $1,670.92)
  • $1,670.92 P/E (TTM): 129.17X Cap: $78.58B
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• Comfort Systems USA Inc. (FIX $2,047.24)
  • $2,047.24 P/E (TTM): 70.35X Cap: $70.97B
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• Fabrinet (FN $706.60)
  • $706.60 P/E (TTM): 62.22X Cap: $22.73B
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• MDA Space Ltd. (MDA $51.64)
  • $51.64 P/E (TTM): 60.92X Cap: $7.09B
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• Electrovaya Inc. (ELVA $14.80)
  • $14.80 P/E (TTM): 110.98X Cap: $682M
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• Nebius Group N.V. (NBIS $213.26)
  • $213.26 Cap: $45.47B
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Q: I have gone from Fear to FOMO with these market gyrations, and am sitting on a ~15% cash position that I am anxious to deploy given the opportunity cost I have already incurred. I am targeting the above companies with most if not all of this cash. Three questions:

1. Could you rank these holdings in terms of long term capital appreciation potential?

2. How would you recommend I deploy this cash in this market towards these holdings? Over time or just proceed at this point?

3. Which 3-5 companies would you feel the most 'urgency' with?

Upvote 26

Read Answer Asked by Dale on May 07, 2026

• Stella-Jones Inc. (SJ $73.65)
  • $73.65 P/E (TTM): 11.85X Cap: $4.05B
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Q: Is this a good entry point to initiate a position or would you wait a little longer?

Upvote 2

Read Answer Asked by Gary on May 07, 2026

• International Petroleum Corporation (IPCO $37.39)
  • $37.39 P/E (TTM): 109.25X Cap: $4.21B
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• W&T Offshore Inc. (WTI $4.30)
  • $4.30 Cap: $568M
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• Cardinal Infrastructure Group Inc. (CDNL $55.76)
  • $55.76 P/E (TTM): 86.24X Cap: $2.32B
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• Range Nuclear Renaissance Index ETF (NUKZ $72.04)
  • $72.04 P/E (TTM): 34.69X Cap: $901M
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Q: Hi team,

Grateful for your views on International Petroleum (IPCO-t), W&T Offshore(WTI-N), Cardinal Infrastructure (CDNL-Q) and Range Nuclear Renaissance ETF (NUKZ-n).

Would you be a buyer at this time and at what price ?

Gratefully,

Jacques IDS

Upvote 2

Read Answer Asked by Jacques on May 07, 2026

• Axon Enterprise Inc. (AXON $375.62)
  • $375.62 P/E (TTM): 261.17X Cap: $31.72B
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Q: I would appreciate your thoughts on Axon earnings yesterday and if you still feel it is buy going forward .
Thank you
Steve

Upvote 5

Read Answer Asked by Steve on May 07, 2026

• Micron Technology Inc. (MU $806.17)
  • $806.17 P/E (TTM): 37.55X Cap: $864.49B
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• Marvell Technology Inc. (MRVL $178.71)
  • $178.71 P/E (TTM): 55.65X Cap: $143.84B
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Q: I am looking to buy an AI stock. I was thinking MU or MRVL. You recently stated that MU is 6.8x forward which is cheap compared to others. MRVL seems to be around 55x which is much higher. Should I ignore the MU dollar amount of share price even though it seems hard to believe that it can double from here. Is MRVL the next group of stocks to run in the AI stack ?

Upvote 1

Read Answer Asked by Thomas on May 07, 2026

• WSP Global Inc. (WSP $191.30)
  • $191.30 P/E (TTM): 28.36X Cap: $27.98B
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Q: Your thoughts on Wsp's most recent quarter?
Thanks.
Robert

Upvote 8

Read Answer Asked by Robert on May 07, 2026

• McKesson Corporation (MCK $737.71)
  • $737.71 P/E (TTM): 20.92X Cap: $88.31B
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• Cencora Inc. (COR $257.63)
  • $257.63 P/E (TTM): 31.18X Cap: $50.76B
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Q: Why is MCK down again today on high volume. It is below the 200 Day Moving Average
Any thoughts or recommendations

Upvote 4

Read Answer Asked by Lakis on May 07, 2026

• TMX Group Limited (X $53.28)
  • $53.28 P/E (TTM): 36.21X Cap: $15.15B
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.42)
  • $16.42 P/E (TTM): 18.21X Cap: $1.09B
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Q: Regarding your Model Income Portfolio decision to sell XHY, where would you be looking to redeploy that money?

Upvote 11

Read Answer Asked by Danny on May 07, 2026

• Alphabet Inc. (GOOG $399.54)
  • $399.54 P/E (TTM): 35.78X Cap: $4.70T
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Q: I am holding Google shares in my TFSA portfolio and with the recent price increase they now represent~ 10% of my total portfolio. Should I consider selling 3% of my Google shares..?

Upvote 7

Read Answer Asked by William on May 07, 2026

• Global X S&P 500 Index Corporate Class ETF (HXS $105.72)
  • $105.72 Cap: $6.40B
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• State Street SPDR S&P 500 ETF Trust (SPY $743.64)
  • $743.64 P/E (TTM): 25.73X Cap: $762.67B
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• INVESCO QQQ Trust (QQQ $716.38)
  • $716.38 P/E (TTM): 33.49X Cap: $461.89B
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• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $116.00)
  • $116.00 P/E (TTM): 33.18X Cap: $1.61B
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Q: Is there any nasdaq 100 or s and p 500 index or etf that can be bought in a tfsa account to avoid withholding tax ?Ty

Upvote 4

Read Answer Asked by Indra on May 07, 2026