Q: Your thoughts on Rockport, please How does it compare to TVK ? Thanks Jim
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Dollarama Inc. (DOL $199.31)
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Wheaton Precious Metals Corp. (WPM $173.79)
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Toromont Industries Ltd. (TIH $171.40)
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Agnico Eagle Mines Limited (AEM $265.89)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
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Cipher Pharmaceuticals Inc. (CPH $15.46)
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goeasy Ltd. (GSY $138.72)
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Tamarack Valley Energy Ltd. (TVE $7.75)
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TerraVest Industries Inc. (TVK $167.52)
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Kraken Robotics Inc. (PNG $7.90)
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Silvercorp Metals Inc. (SVM $12.78)
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Lundin Gold Inc. (LUG $116.58)
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Zedcor Inc. (ZDC $5.46)
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Vitalhub Corp. (VHI $9.11)
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Galaxy Digital Inc. Class A common stock (GLXY $34.68)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $84.42)
Q: Hi Group please give me your top 6 sectors for 2026 (in order of preference please. Also can you give me you top 2 picks for each sector also in order of preference Lastly too late to buy gold and silver and copper what is your top picks in Gold and silver as well please assuming you recommend buy at this late date...thanks
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Graphite One Inc. (GPH $2.07)
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Celestica Inc. (CLS $420.38)
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TerraVest Industries Inc. (TVK $167.52)
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Aritzia Inc. Subordinate Voting Shares (ATZ $131.47)
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Kraken Robotics Inc. (PNG $7.90)
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Vitality Products Inc. (VPI $0.03)
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Happy Belly Food Group Inc. (HBFG $2.12)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $84.42)
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Broadcom CDR (CAD Hedged) (AVGO)
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Palantir CDR (CAD Hedged) (PLTR $13.61)
Q: I have small amounts of these growth stocks balanced by dividend payers, and broad market etfs. If you were to reduce this list by streamlining it, which stocks would you eliminate and why?
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Celestica Inc. (CLS $420.38)
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goeasy Ltd. (GSY $138.72)
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Firan Technology Group Corporation (FTG $13.40)
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TerraVest Industries Inc. (TVK $167.52)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.12)
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Albemarle Corporation (ALB $161.29)
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Kraken Robotics Inc. (PNG $7.90)
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Zedcor Inc. (ZDC $5.46)
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Comfort Systems USA Inc. (FIX $1,010.41)
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Kratos Defense & Security Solutions Inc. (KTOS $113.70)
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BWX Technologies Inc. (BWXT $201.46)
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Galaxy Digital Inc. Class A common stock (GLXY $34.68)
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Hims & Hers Health Inc. Class A (HIMS $31.69)
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Tantalus Systems Holding Inc. (GRID $4.79)
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Robinhood Markets Inc. (HOOD $115.27)
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Propel Holdings Inc. (PRL $24.25)
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Telesat Corporation Common and Variable Voting Shares (TSAT $45.53)
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Reddit Inc. Class A (RDDT $244.56)
Q: Everyone, On December 9th, i asked a question on multi baggers and you supplied the list stated above. I am now deciding - What rationale do i use to pick from the list? Is it 5 or 10 and which 5 or 10? My thought is to choose them all. Your thoughts would be appreciated. Clayton
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Finning International Inc. (FTT $78.96)
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Descartes Systems Group Inc. (The) (DSG $121.82)
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TMX Group Limited (X $50.58)
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Toromont Industries Ltd. (TIH $171.40)
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TerraVest Industries Inc. (TVK $167.52)
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EQB Inc. (EQB $104.52)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.12)
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Aritzia Inc. Subordinate Voting Shares (ATZ $131.47)
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MDA Space Ltd. (MDA $29.52)
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Telesat Corporation Common and Variable Voting Shares (TSAT $45.53)
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Lumine Group Inc. (LMN $26.16)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $84.42)
Q: What are your top 10 Canadian medium caps. Please put your response in the order you would buy them for the largest total gain (dividend and capital gain) over the next two years.
Q: Could you please comment on TVK earnings and outlook. Stock seems to be reacting well !!
Thank You
Thank You
Q: First of all thank you for mentioning this in your Q&A so long ago . +1784% since purchase. More evidence to ride your winners and trim your losers.
Can you please comment on earnings.
Sheldon
Can you please comment on earnings.
Sheldon
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goeasy Ltd. (GSY $138.72)
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Firan Technology Group Corporation (FTG $13.40)
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TerraVest Industries Inc. (TVK $167.52)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.12)
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Kraken Robotics Inc. (PNG $7.90)
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Zedcor Inc. (ZDC $5.46)
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Vitalhub Corp. (VHI $9.11)
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Galaxy Digital Inc. Class A common stock (GLXY $34.68)
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Tantalus Systems Holding Inc. (GRID $4.79)
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Telesat Corporation Common and Variable Voting Shares (TSAT $45.53)
Q: I forgot to put in Canadian in my question that you responded to today. Rephrased - What are your top 10 Canadian small caps. Please put your response in the order you would buy them for the largest total gain (dividend and capital gain) over the next two years.
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Celestica Inc. (CLS $420.38)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
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goeasy Ltd. (GSY $138.72)
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Firan Technology Group Corporation (FTG $13.40)
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TerraVest Industries Inc. (TVK $167.52)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.12)
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Albemarle Corporation (ALB $161.29)
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Kraken Robotics Inc. (PNG $7.90)
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Zedcor Inc. (ZDC $5.46)
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Comfort Systems USA Inc. (FIX $1,010.41)
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Kratos Defense & Security Solutions Inc. (KTOS $113.70)
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BWX Technologies Inc. (BWXT $201.46)
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Galaxy Digital Inc. Class A common stock (GLXY $34.68)
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Hims & Hers Health Inc. Class A (HIMS $31.69)
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Tantalus Systems Holding Inc. (GRID $4.79)
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Robinhood Markets Inc. (HOOD $115.27)
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Propel Holdings Inc. (PRL $24.25)
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Telesat Corporation Common and Variable Voting Shares (TSAT $45.53)
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Reddit Inc. Class A (RDDT $244.56)
Q: Everyone, i never understand what will make a multi bagger until one has already happened. What would you consider the characteristics of a multi bagger and what stocks do think will make that list in 10 or 20 years from now? Clayton
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NTG Clarity Networks Inc. (NCI $1.32)
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Firan Technology Group Corporation (FTG $13.40)
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TerraVest Industries Inc. (TVK $167.52)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.12)
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Kraken Robotics Inc. (PNG $7.90)
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Zedcor Inc. (ZDC $5.46)
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kneat.com inc. (KSI $5.08)
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Zoomd Technologies Ltd. (ZOMD $1.29)
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Tantalus Systems Holding Inc. (GRID $4.79)
Q: Hi, do you have a preference between these two? They are both well off their 52 week highs. I realize tax loss selling has probably contributed to this and/or they are just small caps caught up in the out of favour market sell off. Would you own both or consolidate into one? Or do you have another small cap preference to these two? I already own PNG and ZDC.
cheers....
cheers....
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goeasy Ltd. (GSY $138.72)
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Firan Technology Group Corporation (FTG $13.40)
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TerraVest Industries Inc. (TVK $167.52)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.12)
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Kraken Robotics Inc. (PNG $7.90)
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Zedcor Inc. (ZDC $5.46)
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kneat.com inc. (KSI $5.08)
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Vitalhub Corp. (VHI $9.11)
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Tantalus Systems Holding Inc. (GRID $4.79)
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Propel Holdings Inc. (PRL $24.25)
Q: I’m only interested in Canadian compounders. Compounding companies that are mid to large cap that I am invested in are CSU, TOI, LMN, TFII, and ATD. Can you recommend 5-10 possibilities for 5-10 year compounders in the Canadian small cap space?
Q: When does Co report earnings and what are the street estimates ?
Stock has pulled back $50 from its high of $176 and is languishing around current level for several weeks.
It appears that Co missed estimates, two quarters in a row and investors are hesitant to support the stock.
What has caused this turnaround in Co's performance and do you foresee any recovery, in near term ? Or, it's prudent to move on.
Thank You
Stock has pulled back $50 from its high of $176 and is languishing around current level for several weeks.
It appears that Co missed estimates, two quarters in a row and investors are hesitant to support the stock.
What has caused this turnaround in Co's performance and do you foresee any recovery, in near term ? Or, it's prudent to move on.
Thank You
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NexGen Energy Ltd. (NXE $14.92)
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Alimentation Couche-Tard Inc. (ATD $74.80)
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TerraVest Industries Inc. (TVK $167.52)
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EQB Inc. (EQB $104.52)
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Axon Enterprise Inc. (AXON $631.69)
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Galaxy Digital Inc. Class A common stock (GLXY $34.68)
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Tantalus Systems Holding Inc. (GRID $4.79)
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Cellebrite DI Ltd. (CLBT $18.46)
Q: Good morning, If needing to raise a little cash, which TWO of these stocks would you consider selling given current markets: TVK, ATD, GRID, EQB, GLXY, CLBT, NXE or AXON?
Thanks very much
Brad
Thanks very much
Brad
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Hemisphere Energy Corporation (HME $1.95)
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Suncor Energy Inc. (SU $65.00)
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Enbridge Inc. (ENB $63.54)
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Canadian Natural Resources Limited (CNQ $44.62)
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Wheaton Precious Metals Corp. (WPM $173.79)
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Tourmaline Oil Corp. (TOU $59.53)
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Kelt Exploration Ltd. (KEL $7.35)
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Agnico Eagle Mines Limited (AEM $265.89)
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Capstone Copper Corp. (CS $13.68)
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Tamarack Valley Energy Ltd. (TVE $7.75)
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Denison Mines Corp. (DML $4.60)
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5N Plus Inc. (VNP $20.09)
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TerraVest Industries Inc. (TVK $167.52)
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Silvercorp Metals Inc. (SVM $12.78)
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Lundin Gold Inc. (LUG $116.58)
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Neo Performance Materials Inc. (NEO $18.78)
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G Mining Ventures Corp. (GMIN $40.93)
Q: The way things look right now, it is difficult to see how energy and materials (mining) won’t play a major role in keeping Canada afloat. It seems we have things the world needs/wants if we can get over our distaste for being prosperous. I’m wondering if you can suggest some “pick and shovel” plays in the space generally?
Q: Hello , Could you give a brief sumary on TVK at this time and is it worth buying at this price ? around 120
Thankyou
Thankyou
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Celestica Inc. (CLS $420.38)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
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5N Plus Inc. (VNP $20.09)
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TerraVest Industries Inc. (TVK $167.52)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.12)
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Kraken Robotics Inc. (PNG $7.90)
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Zedcor Inc. (ZDC $5.46)
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Galaxy Digital Inc. Class A common stock (GLXY $34.68)
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Tantalus Systems Holding Inc. (GRID $4.79)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $84.42)
Q: As a follow up to Martin's question, so what WOULD your top 10 Canadian growth stocks be.....get I could guess but interested in your current favourites!
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Constellation Software Inc. (CSU $3,324.75)
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Celestica Inc. (CLS $420.38)
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Thomson Reuters Corporation (TRI $179.94)
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5N Plus Inc. (VNP $20.09)
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TerraVest Industries Inc. (TVK $167.52)
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EQB Inc. (EQB $104.52)
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Kraken Robotics Inc. (PNG $7.90)
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Zedcor Inc. (ZDC $5.46)
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kneat.com inc. (KSI $5.08)
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Galaxy Digital Inc. Class A common stock (GLXY $34.68)
Q: hi, can I get your current top 5 Canadian growth stocks for a TFSA today. And could I get your top 5 "beaten down of late" Canadian stocks that you feel have the best potential for a recovery in the next 1-6 months. cheers and thanks and take as many points as you need...
Chris
Chris
Q: Do you think this stock can be sold at a loss and bought back in 30 days?
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Dollarama Inc. (DOL $199.31)
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Celestica Inc. (CLS $420.38)
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Thomson Reuters Corporation (TRI $179.94)
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TerraVest Industries Inc. (TVK $167.52)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.12)
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Aritzia Inc. Subordinate Voting Shares (ATZ $131.47)
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Propel Holdings Inc. (PRL $24.25)
Q: I have the following small/mid caps in my portfolio. Can you rate them in term of potential growth in the next 3 years, starting with most preferred to least preferred?
High volatility is acceptable and I am not concerned about sector exposure.
Thank you very much.
ATZ
CLS
DOL
HPS.A
PRL
TRI
TVK
High volatility is acceptable and I am not concerned about sector exposure.
Thank you very much.
ATZ
CLS
DOL
HPS.A
PRL
TRI
TVK
Q: Would you buy/add Terravest shares at $130, before earnings. Thank You