Investment Q&A

• Broadcom Inc. (AVGO $321.70)
  • $321.70 P/E (TTM): 69.55X Cap: $1.52T
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• KLA Corporation (KLAC $1,524.31)
  • $1,524.31 P/E (TTM): 43.31X Cap: $199.80B
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• Lam Research Corporation (LRCX $239.07)
  • $239.07 P/E (TTM): 49.75X Cap: $298.54B
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• Micron Technology Inc. (MU $415.56)
  • $415.56 P/E (TTM): 40.02X Cap: $467.71B
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• NVIDIA Corporation (NVDA $184.89)
  • $184.89 P/E (TTM): 47.53X Cap: $4.49T
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• Emerson Electric Company (EMR $152.72)
  • $152.72 P/E (TTM): 36.02X Cap: $85.82B
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• Eaton Corporation PLC (ETN $374.59)
  • $374.59 P/E (TTM): 36.2X Cap: $145.49B
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• NRG Energy Inc. (NRG $181.34)
  • $181.34 P/E (TTM): 26.41X Cap: $39.50B
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• Rockwell Automation Inc. (ROK $411.30)
  • $411.30 P/E (TTM): 44.35X Cap: $46.21B
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• Advanced Micro Devices Inc. (AMD $203.68)
  • $203.68 P/E (TTM): 74.19X Cap: $332.08B
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• Take-Two Interactive Software Inc. (TTWO $213.29)
  • $213.29 Cap: $39.49B
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• MasTec Inc. (MTZ $289.96)
  • $289.96 P/E (TTM): 66.15X Cap: $22.87B
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• Elastic N.V. (ESTC $61.58)
  • $61.58 Cap: $6.48B
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• Clear Channel Outdoor Holdings Inc. (CCO $2.38)
  • $2.38 Cap: $1.19B
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• EMCOR Group Inc. (EME $746.18)
  • $746.18 P/E (TTM): 32.46X Cap: $33.40B
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• Comfort Systems USA Inc. (FIX $1,438.23)
  • $1,438.23 P/E (TTM): 48.91X Cap: $50.58B
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• SPX Technologies Inc. (SPXC $231.59)
  • $231.59 P/E (TTM): 50.68X Cap: $12.11B
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• Pegasystems Inc. (PEGA $45.31)
  • $45.31 P/E (TTM): 19.65X Cap: $7.28B
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• Primoris Services Corporation (PRIM $151.99)
  • $151.99 P/E (TTM): 32.74X Cap: $9.15B
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• Vistra Corp. (VST $176.82)
  • $176.82 P/E (TTM): 61.69X Cap: $59.91B
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• BWX Technologies Inc. (BWXT $207.24)
  • $207.24 P/E (TTM): 59.57X Cap: $18.95B
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• Zoomd Technologies Ltd. (ZOMD $1.04)
  • $1.04 P/E (TTM): 4.33X Cap: $104M
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• Datadog Inc. (DDOG $116.46)
  • $116.46 P/E (TTM): 331.02X Cap: $41.06B
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• Vertiv Holdings LLC Class A (VRT $259.23)
  • $259.23 P/E (TTM): 92.61X Cap: $99.18B
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• Snowflake Inc. (SNOW $173.06)
  • $173.06 Cap: $59.22B
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• JFrog Ltd. (FROG $41.56)
  • $41.56 Cap: $4.63B
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• Roblox Corporation Class A (RBLX $71.40)
  • $71.40 Cap: $50.60B
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• Applovin Corporation (APP $444.93)
  • $444.93 P/E (TTM): 19.51X Cap: $150.06B
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• Constellation Energy Corporation (CEG $323.56)
  • $323.56 P/E (TTM): 33.65X Cap: $117.12B
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• Talen Energy Corporation (TLN $390.05)
  • $390.05 P/E (TTM): 83.98X Cap: $17.82B
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Q: Thank you for your just published special report on AI but will you soon publish a report listing the cos and sectors which will be negatively affected and whose moat will be disrupted?

Upvote 22

Read Answer Asked by simon on February 13, 2026

• NRG Energy Inc. (NRG $181.34)
  • $181.34 P/E (TTM): 26.41X Cap: $39.50B
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• Vistra Corp. (VST $176.82)
  • $176.82 P/E (TTM): 61.69X Cap: $59.91B
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• Constellation Energy Corporation (CEG $323.56)
  • $323.56 P/E (TTM): 33.65X Cap: $117.12B
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Q: Please rank these independant power producers for a new buy and provide any other suggestion you may have. Thank you.

Upvote 6

Read Answer Asked by Ken on February 13, 2026

• Denison Mines Corp. (DML $5.82)
  • $5.82 Cap: $5.22B
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• Cameco Corporation (CCJ $118.18)
  • $118.18 P/E (TTM): 134.39X Cap: $51.47B
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• BWX Technologies Inc. (BWXT $207.24)
  • $207.24 P/E (TTM): 59.57X Cap: $18.95B
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• Uranium Energy Corp. (UEC $15.38)
  • $15.38 Cap: $7.85B
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• NuScale Power Corporation Class A (SMR $13.33)
  • $13.33 Cap: $4.03B
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• Oklo Inc. Class A (OKLO $69.07)
  • $69.07 Cap: $10.79B
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Q: Please let me know your thoughts on the following companies:
- BWXT
- SMR
- OKLO
- CCJ

- I understand the Ontario Government is using BWXT for certain projects...

Please rate the companies as a Must Own(1) to a Don't Bother(5)

- Also Please Suggest Alternatives in the Space...

Thanks,
M

Upvote 3

Read Answer Asked by michael on February 13, 2026

• Canadian National Railway Company (CNR $150.86)
  • $150.86 P/E (TTM): 20.46X Cap: $92.23B
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• Suncor Energy Inc. (SU $75.91)
  • $75.91 P/E (TTM): 18.01X Cap: $90.32B
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• Enbridge Inc. (ENB $71.46)
  • $71.46 P/E (TTM): 27.44X Cap: $155.92B
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• TC Energy Corporation (TRP $86.23)
  • $86.23 P/E (TTM): 26.86X Cap: $86.23B
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• Sun Life Financial Inc. (SLF $89.43)
  • $89.43 P/E (TTM): 22.12X Cap: $49.53B
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• Fortis Inc. (FTS $77.55)
  • $77.55 P/E (TTM): 22.42X Cap: $39.34B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $83.44)
  • $83.44 P/E (TTM): 28.74X Cap: $40.71B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $54.82)
  • $54.82 P/E (TTM): 60.02X Cap: $25.28B
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• Hydro One Limited (H $57.97)
  • $57.97 P/E (TTM): 26.6X Cap: $34.76B
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• Nutrien Ltd. (NTR $99.99)
  • $99.99 P/E (TTM): 58.97X Cap: $48.32B
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Q: Under a scenario where Trump gets his aggressive rate cuts, US unemployment rises as lay-offs continue, U.S. personal debt delinquencies continue to rise and US national debt increases even further, what segments could see a lift? Segments to avoid? Please provide 10 favourite Canadian stocks under that scenario.

Upvote 19

Read Answer Asked by John on February 13, 2026

• TerraVest Industries Inc. (TVK $159.13)
  • $159.13 Cap: $3.45B
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Q: You've mentioned a few times that TVK has higher debt levels. Generally I would take a pass on high debt but did buy some a while back and have done okay. Is there reason to be concerned by the level of debt today? Under what scenarios would it be a problem, and what are your thoughts on the likelihood of those scenarios?

Thanks.

Upvote 7

Read Answer Asked by Alan on February 13, 2026

• iShares Russell 2000 Growth ETF (IWO $340.66)
  • $340.66 P/E (TTM): 22.36X Cap: $13.43B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $55.17)
  • $55.17 P/E (TTM): 18.27X Cap: $26.97B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $43.94)
  • $43.94 P/E (TTM): 16.81X Cap: $1.14B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $48.31)
  • $48.31 P/E (TTM): 1.18X Cap: $9.48B
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• Vanguard S&P 500 Index ETF (VFV $167.84)
  • $167.84 P/E (TTM): 26.01X Cap: $28.53B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $105.86)
  • $105.86 Cap: $2.34B
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Q: I have around 35% cash to deploy in my TFSA, with a long term time frame in mind. I currently have positions in XIC (16%) and VFV (10%). Looking to add and diversify with another 2-3 ETF's. Could you list a few suggestions?

Upvote 6

Read Answer Asked by Kolin on February 13, 2026

Q: In your answer to Brad this morning you mention Ben Watsa managing " a successful India focused fund with strong returns " ..... Doing some research I find the symbols MCL 400 and 0P0001TWBV.TO ..... Neither of which gets any response when I search for it in my TD Waterhouse RRIF account.... First where can I research the company ? And should I desire how do I buy it ?..... And if I do buy it how do I track it's movement in a place it doesn't appear to exist ? .....Thanks for you terrific service .....

Upvote 3

Read Answer Asked by Garth on February 13, 2026

Q: I cannot find your article on HALO stocks (Heavy Assets, Low Obsolescence). It's not under "blogs" or "reports" or "Questions" or at "home"...

Upvote 6

Read Answer Asked by Paul on February 13, 2026

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $55.17)
  • $55.17 P/E (TTM): 18.27X Cap: $26.97B
  • View XIC Profile
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• iShares S&P/TSX 60 Index ETF (XIU $50.03)
  • $50.03 P/E (TTM): 18.08X Cap: $21.36B
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Q: This is a follow-up question regarding XIC/XIU. In your response you said that you preferred XIC over XIU because it is more diversified. This seems to be at odds with the portfolios outlined in the ETF publication where XIU is the preferred option. Somewhat confused. Could you provide some rationale please. Thanks

Upvote 4

Read Answer Asked by John on February 13, 2026

• Kraken Robotics Inc. (PNG $8.86)
  • $8.86 P/E (TTM): 133.83X Cap: $2.71B
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Q: Can you explain a bit about Anduril and how it currently and in the future might impact Kraken. How much overlap is there? Do they compete in the same arena? It was mentioned that Anduril is going public. How might this impact Kraken?

Upvote 8

Read Answer Asked on February 13, 2026

• Royal Bank of Canada (RY $232.14)
  • $232.14 P/E (TTM): 16.23X Cap: $325.04B
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Q: Some experts talk about a bank being attractive or expensive at a certain PE. For Canadian banks for example attractive at PE 10 and expensive at PE 15. Do you consider RY a sell right now or should one disregard this approach.

Upvote 5

Read Answer Asked by Merrilyn on February 13, 2026

• Global X S&P 500 Index Corporate Class ETF (HXS $97.55)
  • $97.55 Cap: $5.83B
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• Invesco S&P 500 Equal Weight Index ETF (EQL $42.48)
  • $42.48 P/E (TTM): 19.95X Cap: $1.61B
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Q: is there an equal weight S&P 500 ETF that can be bought in CAD (but not hedged) and does not pay a dividend?

Upvote 3

Read Answer Asked by Mary on February 13, 2026

• Sun Life Financial Inc. (SLF $89.43)
  • $89.43 P/E (TTM): 22.12X Cap: $49.53B
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Q: Your thoughts please on the quarter? Markets seem to like it.

Upvote 8

Read Answer Asked by blake on February 13, 2026

• Constellation Software Inc. (CSU $2,607.72)
  • $2,607.72 P/E (TTM): 56.43X Cap: $55.26B
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Q: Hello, I have recently invested in CSU (2 months) and saw the stock price go down by a third so far. In your crystal ball, do you believe there could be a catalyst at earnings’ time, to get the share price jumping? Is there a chance they might do a conference call, for once? I am tempted to sell for tax loss reasons, but it would be frustrating to see the price jump 10-20% afterwards… Thanks

Upvote 9

Read Answer Asked by Martin on February 13, 2026

• Cummins Inc. (CMI $588.11)
  • $588.11 P/E (TTM): 28.6X Cap: $81.25B
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• Hewlett Packard Enterprise Company (HPE $20.84)
  • $20.84 Cap: $27.77B
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• Dell Technologies Inc. Class C (DELL $121.45)
  • $121.45 P/E (TTM): 15.55X Cap: $80.48B
  • View DELL Profile
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• Vertiv Holdings LLC Class A (VRT $259.23)
  • $259.23 P/E (TTM): 92.61X Cap: $99.18B
  • View VRT Profile
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• Arm Holdings plc (ARM $129.26)
  • $129.26 P/E (TTM): 167.44X Cap: $136.91B
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• Nebius Group N.V. (NBIS $104.88)
  • $104.88 Cap: $24.97B
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• Supermicro CDR (CAD Hedged) (SMCI)
  • P/E (TTM): 16.89X
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Q: Please rank these providers of products to data centres for a new buy and suggest any you would prefer. Thank you.

Upvote 5

Read Answer Asked by Ken on February 13, 2026

• ConocoPhillips (COP $110.70)
  • $110.70 P/E (TTM): 17.3X Cap: $135.31B
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• Chevron Corporation (CVX $184.16)
  • $184.16 P/E (TTM): 26.01X Cap: $367.47B
  • View CVX Profile
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• Devon Energy Corporation (DVN $42.66)
  • $42.66 P/E (TTM): 10.47X Cap: $26.44B
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• Exxon Mobil Corporation (XOM $148.54)
  • $148.54 P/E (TTM): 21.91X Cap: $618.93B
  • View XOM Profile
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• Shell PLC American Depositary Shares (each representing two (2)) (SHEL $81.18)
  • $81.18 P/E (TTM): 50.71X Cap: $238.27B
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Q: Please rank these oil stocks for a new buy and suggest any you may prefer. Thank you.

Upvote 3

Read Answer Asked by Ken on February 13, 2026

• DraftKings Inc. (DKNG $23.49)
  • $23.49 Cap: $11.58B
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• Flutter Entertainment Plc (FLUT $123.13)
  • $123.13 Cap: $21.43B
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Q: The negative momentum is driving the stock price down big time. Would you sell or hold here?

Upvote 1

Read Answer Asked by Harry on February 13, 2026

• Canadian National Railway Company (CNR $150.86)
  • $150.86 P/E (TTM): 20.46X Cap: $92.23B
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• Canadian Pacific Kansas City Limited (CP $119.23)
  • $119.23 P/E (TTM): 25.25X Cap: $107.40B
  • View CP Profile
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Q: CN Rail shares were added to the Income Portfolio, Today.

If you decide to add exposure to rails in the Balanced Portfolio, which Canadian rail would be your preference today and why ?

You had mentioned before that CNR has a cheaper valuation and good dividend yield. But, I would appreciate your reasoning to cover other factors like future growth prospects, geographical considerations and total shareholder returns, as well.

Thank You

Upvote 5

Read Answer Asked by rajeev on February 13, 2026

• goeasy Ltd. (GSY $110.23)
  • $110.23 P/E (TTM): 7.89X Cap: $1.76B
  • View GSY Profile
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Q: GSY has yet to announce Q4 earnings release date, whereas in past years earnings have been released on ~ Feb 11th. Lack of an earnings date means it’s still another two weeks out. Should one interpret this as a sign management does not have their house in order or worse?

Upvote 6

Read Answer Asked by Gregory on February 13, 2026

• Oklo Inc. Class A (OKLO $69.07)
  • $69.07 Cap: $10.79B
  • View OKLO Profile
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Q: I am interested in your general perspective on OKLO. Given the recent pull-back I am curious what price you see as being attractive as an entry point (if at all).

Upvote 2

Read Answer Asked by Marcus on February 13, 2026