Investment Q&A

• Cameco Corporation (CCO $157.75)
  • $157.75 P/E (TTM): 123.16X Cap: $64.90B
  • View CCO Profile
  • View Questions on CCO
• Silvercorp Metals Inc. (SVM $15.67)
  • $15.67 P/E (TTM): 98.7X Cap: $3.54B
  • View SVM Profile
  • View Questions on SVM
• Global X Silver Miners ETF (SIL $102.45)
  • $102.45 P/E (TTM): 40.12X Cap: $6.34B
  • View SIL Profile
  • View Questions on SIL

Q: I own both and just wonder if both SIL and SVM are needed? I would sell one to buy CCO.

Thanks

Upvote 3

Read Answer Asked on February 13, 2026

• Magna International Inc. (MG $78.56)
  • $78.56 P/E (TTM): 19.96X Cap: $22.53B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: Your thoughts please on their quarter?

Upvote 4

Read Answer Asked by blake on February 13, 2026

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $159.94)
  • $159.94 P/E (TTM): 50.71X Cap: $8.05B
  • View CIGI Profile
  • View Questions on CIGI

Q: Hello, can you comment on their latest earnings? Thanks

Upvote 1

Read Answer Asked by jean on February 13, 2026

Q: For those interested in other HALO perspectives - the above podcast (Josh Brown-CNBC/Ritholtz) released a HALO episode earlier in the week.

Upvote 4

Read Answer Asked by Brant on February 13, 2026

• Broadcom Inc. (AVGO $345.75)
  • $345.75 P/E (TTM): 69.57X Cap: $1.56T
  • View AVGO Profile
  • View Questions on AVGO
• KLA Corporation (KLAC $1,429.10)
  • $1,429.10 P/E (TTM): 39.14X Cap: $176.23B
  • View KLAC Profile
  • View Questions on KLAC
• Lam Research Corporation (LRCX $211.15)
  • $211.15 P/E (TTM): 40.93X Cap: $248.91B
  • View LRCX Profile
  • View Questions on LRCX
• Micron Technology Inc. (MU $389.32)
  • $389.32 P/E (TTM): 35.2X Cap: $416.77B
  • View MU Profile
  • View Questions on MU
• NVIDIA Corporation (NVDA $182.65)
  • $182.65 P/E (TTM): 36.29X Cap: $4.32T
  • View NVDA Profile
  • View Questions on NVDA
• Emerson Electric Company (EMR $141.12)
  • $141.12 P/E (TTM): 33.83X Cap: $77.75B
  • View EMR Profile
  • View Questions on EMR
• Eaton Corporation PLC (ETN $353.87)
  • $353.87 P/E (TTM): 33.28X Cap: $134.89B
  • View ETN Profile
  • View Questions on ETN
• NRG Energy Inc. (NRG $155.42)
  • $155.42 P/E (TTM): 38.48X Cap: $34.71B
  • View NRG Profile
  • View Questions on NRG
• Rockwell Automation Inc. (ROK $375.55)
  • $375.55 P/E (TTM): 42.31X Cap: $41.55B
  • View ROK Profile
  • View Questions on ROK
• Advanced Micro Devices Inc. (AMD $202.68)
  • $202.68 P/E (TTM): 72.62X Cap: $313.73B
  • View AMD Profile
  • View Questions on AMD
• Take-Two Interactive Software Inc. (TTWO $214.63)
  • $214.63 Cap: $39.16B
  • View TTWO Profile
  • View Questions on TTWO
• MasTec Inc. (MTZ $297.81)
  • $297.81 P/E (TTM): 56.22X Cap: $23.29B
  • View MTZ Profile
  • View Questions on MTZ
• Elastic N.V. (ESTC $53.25)
  • $53.25 Cap: $5.56B
  • View ESTC Profile
  • View Questions on ESTC
• Clear Channel Outdoor Holdings Inc. (CCO $2.37)
  • $2.37 Cap: $1.19B
  • View CCO Profile
  • View Questions on CCO
• EMCOR Group Inc. (EME $719.18)
  • $719.18 P/E (TTM): 25.01X Cap: $31.43B
  • View EME Profile
  • View Questions on EME
• Comfort Systems USA Inc. (FIX $1,372.40)
  • $1,372.40 P/E (TTM): 44.26X Cap: $48.27B
  • View FIX Profile
  • View Questions on FIX
• SPX Technologies Inc. (SPXC $209.80)
  • $209.80 P/E (TTM): 40.68X Cap: $10.95B
  • View SPXC Profile
  • View Questions on SPXC
• Pegasystems Inc. (PEGA $46.19)
  • $46.19 P/E (TTM): 22.12X Cap: $7.95B
  • View PEGA Profile
  • View Questions on PEGA
• Primoris Services Corporation (PRIM $137.74)
  • $137.74 P/E (TTM): 26.52X Cap: $7.19B
  • View PRIM Profile
  • View Questions on PRIM
• Vistra Corp. (VST $163.62)
  • $163.62 P/E (TTM): 72.78X Cap: $55.13B
  • View VST Profile
  • View Questions on VST
• BWX Technologies Inc. (BWXT $200.39)
  • $200.39 P/E (TTM): 54.69X Cap: $18.32B
  • View BWXT Profile
  • View Questions on BWXT
• Zoomd Technologies Ltd. (ZOMD $1.06)
  • $1.06 P/E (TTM): 4.42X Cap: $102M
  • View ZOMD Profile
  • View Questions on ZOMD
• Datadog Inc. (DDOG $128.56)
  • $128.56 P/E (TTM): 405.65X Cap: $45.49B
  • View DDOG Profile
  • View Questions on DDOG
• Vertiv Holdings LLC Class A (VRT $264.35)
  • $264.35 P/E (TTM): 70.9X Cap: $101.13B
  • View VRT Profile
  • View Questions on VRT
• Snowflake Inc. (SNOW $182.84)
  • $182.84 Cap: $62.56B
  • View SNOW Profile
  • View Questions on SNOW
• JFrog Ltd. (FROG $42.18)
  • $42.18 Cap: $4.68B
  • View FROG Profile
  • View Questions on FROG
• Roblox Corporation Class A (RBLX $62.65)
  • $62.65 Cap: $45.02B
  • View RBLX Profile
  • View Questions on RBLX
• Applovin Corporation (APP $517.23)
  • $517.23 P/E (TTM): 25.74X Cap: $174.45B
  • View APP Profile
  • View Questions on APP
• Constellation Energy Corporation (CEG $322.99)
  • $322.99 P/E (TTM): 43.12X Cap: $116.91B
  • View CEG Profile
  • View Questions on CEG
• Talen Energy Corporation (TLN $335.11)
  • $335.11 Cap: $15.31B
  • View TLN Profile
  • View Questions on TLN

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 $155.42)
  • $155.42 P/E (TTM): 38.48X Cap: $34.71B
  • View NRG Profile
  • View Questions on NRG
• Vistra Corp. (VST $163.62)
  • $163.62 P/E (TTM): 72.78X Cap: $55.13B
  • View VST Profile
  • View Questions on VST
• Constellation Energy Corporation (CEG $322.99)
  • $322.99 P/E (TTM): 43.12X Cap: $116.91B
  • View CEG Profile
  • View Questions on CEG

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 $5.19)
  • $5.19 Cap: $4.48B
  • View DML Profile
  • View Questions on DML
• Cameco Corporation (CCJ $116.14)
  • $116.14 P/E (TTM): 123.16X Cap: $47.79B
  • View CCJ Profile
  • View Questions on CCJ
• BWX Technologies Inc. (BWXT $200.39)
  • $200.39 P/E (TTM): 54.69X Cap: $18.32B
  • View BWXT Profile
  • View Questions on BWXT
• Uranium Energy Corp. (UEC $13.56)
  • $13.56 Cap: $6.25B
  • View UEC Profile
  • View Questions on UEC
• NuScale Power Corporation Class A (SMR $12.16)
  • $12.16 Cap: $3.94B
  • View SMR Profile
  • View Questions on SMR
• Oklo Inc. Class A (OKLO $61.78)
  • $61.78 Cap: $9.10B
  • View OKLO Profile
  • View Questions on OKLO

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 $146.63)
  • $146.63 P/E (TTM): 19.15X Cap: $88.73B
  • View CNR Profile
  • View Questions on CNR
• Suncor Energy Inc. (SU $78.06)
  • $78.06 P/E (TTM): 15.88X Cap: $91.62B
  • View SU Profile
  • View Questions on SU
• Enbridge Inc. (ENB $73.30)
  • $73.30 P/E (TTM): 28.1X Cap: $160.31B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TC Energy Corporation (TRP $86.06)
  • $86.06 P/E (TTM): 26.89X Cap: $86.59B
  • View TRP Profile
  • View Questions on TRP
• Sun Life Financial Inc. (SLF $86.30)
  • $86.30 P/E (TTM): 14.33X Cap: $48.80B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Fortis Inc. (FTS $78.51)
  • $78.51 P/E (TTM): 22.52X Cap: $39.87B
  • View FTS Profile
  • View Questions on FTS
• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $69.21)
  • $69.21 P/E (TTM): 24.77X Cap: $34.10B
  • View TECK.B Profile
  • View Questions on TECK.B
• Brookfield Infrastructure Partners L.P. (BIP.UN $49.95)
  • $49.95 P/E (TTM): 101.85X Cap: $23.03B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Hydro One Limited (H $59.55)
  • $59.55 P/E (TTM): 27.26X Cap: $35.43B
  • View H Profile
  • View Questions on H
• Nutrien Ltd. (NTR $103.02)
  • $103.02 P/E (TTM): 34.98X Cap: $49.79B
  • View NTR Profile
  • View Questions on NTR

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 $143.17)
  • $143.17 Cap: $3.07B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK

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 $325.45)
  • $325.45 P/E (TTM): 22.36X Cap: $12.55B
  • View IWO Profile
  • View Questions on IWO
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $53.11)
  • $53.11 P/E (TTM): 18.19X Cap: $25.76B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $43.35)
  • $43.35 P/E (TTM): 16.81X Cap: $1.14B
  • View CDZ Profile
  • View Questions on CDZ
• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $44.70)
  • $44.70 P/E (TTM): 1.18X Cap: $8.88B
  • View VIU Profile
  • View Questions on VIU
• Vanguard S&P 500 Index ETF (VFV $164.00)
  • $164.00 P/E (TTM): 26.01X Cap: $27.95B
  • View VFV Profile
  • View Questions on VFV
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $102.95)
  • $102.95 Cap: $2.27B
  • View VGG Profile
  • View Questions on VGG

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 $53.11)
  • $53.11 P/E (TTM): 18.19X Cap: $25.76B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX 60 Index ETF (XIU $48.46)
  • $48.46 P/E (TTM): 18.08X Cap: $21B
  • View XIU Profile
  • View Questions on XIU

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 $9.17)
  • $9.17 P/E (TTM): 139.33X Cap: $2.56B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG

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 $221.95)
  • $221.95 P/E (TTM): 14.92X Cap: $310.69B
  • View RY Profile
  • View Questions on RY

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 $95.27)
  • $95.27 Cap: $5.66B
  • View HXS Profile
  • View Questions on HXS
• Invesco S&P 500 Equal Weight Index ETF (EQL $40.93)
  • $40.93 P/E (TTM): 19.95X Cap: $1.57B
  • View EQL Profile
  • View Questions on EQL

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 $86.30)
  • $86.30 P/E (TTM): 14.33X Cap: $48.80B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF

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 $2,975.00)
  • $2,975.00 P/E (TTM): 69.47X Cap: $62.79B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

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 $550.19)
  • $550.19 P/E (TTM): 26.25X Cap: $74.50B
  • View CMI Profile
  • View Questions on CMI
• Hewlett Packard Enterprise Company (HPE $21.81)
  • $21.81 Cap: $28.15B
  • View HPE Profile
  • View Questions on HPE
• Dell Technologies Inc. Class C (DELL $146.51)
  • $146.51 P/E (TTM): 19.12X Cap: $97.09B
  • View DELL Profile
  • View Questions on DELL
• Vertiv Holdings LLC Class A (VRT $264.35)
  • $264.35 P/E (TTM): 70.9X Cap: $101.13B
  • View VRT Profile
  • View Questions on VRT
• Arm Holdings plc (ARM $117.63)
  • $117.63 P/E (TTM): 152.51X Cap: $121.15B
  • View ARM Profile
  • View Questions on ARM
• Nebius Group N.V. (NBIS $94.94)
  • $94.94 Cap: $21.27B
  • View NBIS Profile
  • View Questions on NBIS
• Supermicro CDR (CAD Hedged) (SMCI)
  • P/E (TTM): 18.95X
  • View SMCI Profile
  • View Questions on SMCI

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 $117.03)
  • $117.03 P/E (TTM): 18.44X Cap: $143.09B
  • View COP Profile
  • View Questions on COP
• Chevron Corporation (CVX $189.44)
  • $189.44 P/E (TTM): 28.65X Cap: $379B
  • View CVX Profile
  • View Questions on CVX
• Devon Energy Corporation (DVN $44.82)
  • $44.82 P/E (TTM): 10.67X Cap: $27.57B
  • View DVN Profile
  • View Questions on DVN
• Exxon Mobil Corporation (XOM $150.44)
  • $150.44 P/E (TTM): 22.57X Cap: $630.05B
  • View XOM Profile
  • View Questions on XOM
• Shell PLC American Depositary Shares (each representing two (2)) (SHEL $85.59)
  • $85.59 P/E (TTM): 54.03X Cap: $244.74B
  • View SHEL Profile
  • View Questions on SHEL

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