Investment Q&A

• Booking Holdings Inc. (BKNG $180.25)
  • $180.25 P/E (TTM): 1.04X Cap: $140.35B
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• Canadian Natural Resources Limited (CNQ $62.82)
  • $62.82 P/E (TTM): 12.41X Cap: $134.91B
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• ARC Resources Ltd. (ARX $25.25)
  • $25.25 P/E (TTM): 11.91X Cap: $14.81B
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• Celestica Inc. (CLS $526.35)
  • $526.35 P/E (TTM): 49.86X Cap: $58.07B
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• Hydro One Limited (H $58.18)
  • $58.18 P/E (TTM): 26.55X Cap: $34.93B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $131.37)
  • $131.37 Cap: $14.90B
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• Kraken Robotics Inc. (PNG $8.62)
  • $8.62 P/E (TTM): 136.0X Cap: $2.73B
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• Vertiv Holdings LLC Class A (VRT $310.46)
  • $310.46 P/E (TTM): 86.54X Cap: $114.76B
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• Robinhood Markets Inc. (HOOD $78.73)
  • $78.73 P/E (TTM): 33.92X Cap: $64.52B
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• Brookfield Corporation Class A Limited Voting Shares (BN $61.70)
  • $61.70 P/E (TTM): 79.44X Cap: $134.80B
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• Nebius Group N.V. (NBIS $161.19)
  • $161.19 Cap: $36.80B
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Q: I asked question last Sunday past regarding top 6 sectors (in order of preference complete with top 2 picks in each sector along with reasons behind the picks again everything in order of preference please. No sure what happened but no answer was given...thanks

Upvote 1

Read Answer Asked by Terence on April 14, 2026

• Neo Performance Materials Inc. (NEO $23.06)
  • $23.06 Cap: $964M
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Q: What are your expectations for this company? What would be a good entry point?

Upvote 2

Read Answer Asked by Stephen on April 14, 2026

• GFL Environmental Inc. subordinate voting shares (GFL $52.58)
  • $52.58 P/E (TTM): 6.11X Cap: $19.25B
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Q: Your thoughts on this deal to acquire Secure,would you buy this here and if they are paying for 80% of this with shares ,would you consider this a pretty big bite to digest what do you see this stock doing in the short term(1-3 months)THANKS

Upvote 3

Read Answer Asked by Greg on April 14, 2026

• Cameco Corporation (CCO $159.16)
  • $159.16 P/E (TTM): 178.59X Cap: $70.03B
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• AeroVironment Inc. (AVAV $198.50)
  • $198.50 Cap: $9.70B
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• 5N Plus Inc. (VNP $35.64)
  • $35.64 P/E (TTM): 46.57X Cap: $3.21B
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• Arista Networks Inc. (ANET $152.79)
  • $152.79 P/E (TTM): 53.58X Cap: $191.01B
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• Neo Performance Materials Inc. (NEO $23.06)
  • $23.06 Cap: $964M
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• Vertiv Holdings LLC Class A (VRT $310.46)
  • $310.46 P/E (TTM): 86.54X Cap: $114.76B
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• Ondas Inc (ONDS $9.53)
  • $9.53 Cap: $4.56B
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• MDA Space Ltd. (MDA $46.55)
  • $46.55 P/E (TTM): 50.44X Cap: $5.97B
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• Telesat Corporation Common and Variable Voting Shares (TSAT $63.01)
  • $63.01 Cap: $2.24B
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• CoreWeave Inc. (CRWV $116.54)
  • $116.54 Cap: $57.96B
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Q: Good morning 5i,

Enjoyed the BNN segment as always.

Which current US stocks are in the midst of hot momentum with room to carry. Such as NBIS. Ones preferable with reasonable balance sheets and worth holding on a fundamental basis. Add to my momentum portion of my portfolio.

Thank you.

Upvote 6

Read Answer Asked by Adam on April 14, 2026

Q: watching chris today on market call and very good. he said he has done a study on the vix and i was just wondering for canadian paying large dividend stocks -where should the vix be to best suit the dividend stocks.

Upvote 3

Read Answer Asked by hans on April 14, 2026

• Cambria Gold Mines Inc. (CAMB $1.44)
  • $1.44 Cap: $85M
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Q: Would love your thoughts and any information you can share with me on this small cap Gold mine in the Golden Triangle in North Western BC?
They apparently are starting Construction of another mine!
Thanx as Usual
Gary

Upvote 1

Read Answer Asked by Gary on April 14, 2026

• Royal Bank of Canada (RY $238.86)
  • $238.86 P/E (TTM): 15.95X Cap: $333.76B
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• Toronto-Dominion Bank (The) (TD $140.42)
  • $140.42 P/E (TTM): 11.15X Cap: $234.75B
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• Bank of Nova Scotia (The) (BNS $101.71)
  • $101.71 P/E (TTM): 19.62X Cap: $125.30B
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• Dollarama Inc. (DOL $178.44)
  • $178.44 P/E (TTM): 37.3X Cap: $48.14B
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• Celestica Inc. (CLS $526.35)
  • $526.35 P/E (TTM): 49.86X Cap: $58.07B
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• Toromont Industries Ltd. (TIH $211.24)
  • $211.24 P/E (TTM): 34.74X Cap: $17.16B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $162.50)
  • $162.50 P/E (TTM): 121.38X Cap: $206.88B
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• EQB Inc. (EQB $116.75)
  • $116.75 P/E (TTM): 18.97X Cap: $4.26B
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• Kraken Robotics Inc. (PNG $8.62)
  • $8.62 P/E (TTM): 136.0X Cap: $2.73B
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• Brookfield Corporation Class A Limited Voting Shares (BN $61.70)
  • $61.70 P/E (TTM): 79.44X Cap: $134.80B
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Q: Good Morning, I’m looking to round out my TFSA. Excluding Celestica, Shop, BN and Kraken what Canadian company would you recommend for a 3 year hold.
Thank you

Upvote 5

Read Answer Asked by Marty on April 14, 2026

Q: Everyone, Have the fundamental concerns investors raise about stocks changed over time, or are they largely the same questions in different forms? Clayton

Upvote 5

Read Answer Asked by Clayton on April 14, 2026

• Salesforce Inc. (CRM $173.82)
  • $173.82 P/E (TTM): 21.15X Cap: $159.51B
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• Constellation Software Inc. (CSU $2,511.59)
  • $2,511.59 P/E (TTM): 69.7X Cap: $51.73B
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• Gartner Inc. (IT $152.31)
  • $152.31 P/E (TTM): 14.89X Cap: $10.86B
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Q: How broad was the move in software yesterday? Was it virtually industry wide Was there something specific that happened? Thank you.

Upvote 3

Read Answer Asked by Alex on April 14, 2026

• Amazon.com Inc. (AMZN $246.46)
  • $246.46 P/E (TTM): 33.25X Cap: $2.57T
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• MDA Space Ltd. (MDA $46.55)
  • $46.55 P/E (TTM): 50.44X Cap: $5.97B
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Q: If Globalstar is taken over by Amazon, how might that affect the contracts MDA has with Globalstar? Is this a net positive or a negative for MDA. Thanks.

Upvote 3

Read Answer Asked by Bruce on April 14, 2026

• Aecon Group Inc. (ARE $46.53)
  • $46.53 P/E (TTM): 219.05X Cap: $2.95B
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• Alexandria Real Estate Equities Inc. (ARE $44.92)
  • $44.92 Cap: $7.57B
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Q: Ref : Patrick question on Monday:
“Do you have any thoughts on CUBE? I don’t have a lot of REIT exposure in my portfolio (just a small position in DIR.UN and some ARE at a large loss).”

Since ARE:CA has been a great performer in the last 5 years, I believe he is referring to ARE:US for real estate.

Upvote 3

Read Answer Asked by Denise on April 14, 2026

• iShares S&P/TSX 60 Index ETF (XIU $49.85)
  • $49.85 P/E (TTM): 18.08X Cap: $22.11B
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Q: XIU sems to have a fairly high fund turnover rate, would that be a factor worth considering vs. some other ETF's?

Upvote 3

Read Answer Asked by steve on April 14, 2026

• Secure Waste Infrastructure Corp. (SES $22.21)
  • $22.21 P/E (TTM): 38.84X Cap: $4.89B
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• GFL Environmental Inc. subordinate voting shares (GFL $52.58)
  • $52.58 P/E (TTM): 6.11X Cap: $19.25B
  • View GFL Profile
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Q: Hi 5i,
I have 300 shares of SES. It is in my TFSA, so no tax consequences if I sell. What is your opinion of the best option to take? Get shares of GFL, combination of shares and cash, or sell shares . We don’t need the cash but I want a company that has potential to grow.
Thank you for your opinion.

Upvote 2

Read Answer Asked by john on April 14, 2026

• Waste Connections Inc. (WCN $221.56)
  • $221.56 P/E (TTM): 39.29X Cap: $56.83B
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Q: The valuation on this company is high although the stock has dropped quite a bit. Is there value in the stock at it's current price?

Upvote 3

Read Answer Asked by Ian on April 14, 2026

• Celestica Inc. (CLS $526.35)
  • $526.35 P/E (TTM): 49.86X Cap: $58.07B
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Q: What does the market expect from Celestica next week?

Thx

Upvote 8

Read Answer Asked by blake on April 14, 2026

• Teradyne Inc. (TER $365.58)
  • $365.58 P/E (TTM): 106.05X Cap: $57.94B
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• RTX Corporation (RTX $203.79)
  • $203.79 P/E (TTM): 40.64X Cap: $271.09B
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• MDA Space Ltd. (MDA $46.55)
  • $46.55 P/E (TTM): 50.44X Cap: $5.97B
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• Electrovaya Inc. (ELVA $12.10)
  • $12.10 P/E (TTM): 84.25X Cap: $561M
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Q: In what order would you buy RTX, TER, ELVA, MDA for the most growth and why, risk is not an issue.

Thank you for your service!

Upvote 12

Read Answer Asked by Ozzie on April 13, 2026

• GFL Environmental Inc. subordinate voting shares (GFL $52.58)
  • $52.58 P/E (TTM): 6.11X Cap: $19.25B
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Q: Why the large drop on share value today? Is this a good entry point or wait and see if further drops are around the corner?

Upvote 7

Read Answer Asked by Stephen on April 13, 2026

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $53.68)
  • $53.68 P/E (TTM): 20.27X Cap: $3.86B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $47.39)
  • $47.39 P/E (TTM): 1.18X Cap: $9.70B
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Q: Peter; My bad - I meant VIU and XAW. Thanks.
Rod

Upvote 3

Read Answer Asked by Rodney on April 13, 2026

• NVIDIA Corporation (NVDA $193.04)
  • $193.04 P/E (TTM): 38.5X Cap: $4.60T
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• Marvell Technology Inc. (MRVL $132.05)
  • $132.05 P/E (TTM): 45.08X Cap: $114.81B
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Q: Hello team,

Have your views changed since Nvidia invested $2 billion in MRVL and announced a partnership in March 30th to connect Marvell Technology to its AI data center and AI-RAN. The two also will work together on AI networking, including optical interconnects and silicon photonics.

Since then MRVL has gone from $87 to $128. Time to buy some?

Thank you for your extraordinary investment insight!

Upvote 6

Read Answer Asked by Saeed on April 13, 2026

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $53.68)
  • $53.68 P/E (TTM): 20.27X Cap: $3.86B
  • View XAW Profile
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• iShares S&P/TSX 60 Index ETF (XIU $49.85)
  • $49.85 P/E (TTM): 18.08X Cap: $22.11B
  • View XIU Profile
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Q: Peter; Would owing both be doubling up ? Thanks
Rod

Upvote 2

Read Answer Asked by Rodney on April 13, 2026