Investment Q&A

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $179.89)
  • $179.89 P/E (TTM): 27.54X Cap: $2.08B
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Q: Good Morning
Can you comment on Hammond 4th quarter results?
Thks
Marcel

Upvote 7

Read Answer Asked by Marcel on March 20, 2026

• Constellation Software Inc. (CSU $2,444.57)
  • $2,444.57 P/E (TTM): 72.48X Cap: $51.74B
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• Celestica Inc. (CLS $400.29)
  • $400.29 P/E (TTM): 36.75X Cap: $45.11B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.70)
  • $164.70 P/E (TTM): 123.14X Cap: $215.25B
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• Firan Technology Group Corporation (FTG $19.97)
  • $19.97 P/E (TTM): 39.02X Cap: $468M
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• TerraVest Industries Inc. (TVK $133.84)
  • $133.84 Cap: $2.86B
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• Kraken Robotics Inc. (PNG $8.29)
  • $8.29 P/E (TTM): 125.5X Cap: $2.45B
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• Kratos Defense & Security Solutions Inc. (KTOS $67.70)
  • $67.70 P/E (TTM): 502.15X Cap: $13.20B
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• Strategy Inc (MSTR $122.78)
  • $122.78 Cap: $43.13B
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• BWX Technologies Inc. (BWXT $212.81)
  • $212.81 P/E (TTM): 53.67X Cap: $18.73B
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• Palantir Technologies Inc. (PLTR $146.49)
  • $146.49 P/E (TTM): 218.33X Cap: $349.70B
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• Robinhood Markets Inc. (HOOD $70.11)
  • $70.11 P/E (TTM): 31.94X Cap: $63.12B
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• Rocket Lab Corporation (RKLB $65.52)
  • $65.52 Cap: $36.76B
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• Red Cat Holdings Inc. (RCAT $12.15)
  • $12.15 Cap: $1.92B
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• Galaxy Digital Inc. (GLXY $17.37)
  • $17.37 Cap: $7.20B
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Q: Hi team,

On Dec. 9, 2025 in a reply to Clayton, you listed stocks which could be multi baggers in the next 10-20 years.

Which stocks, in order, would be in your list of multi baggers now ?

Would you consider to update that list every 3 months ?

Gratefully,

Jacques IDS

Upvote 28

Read Answer Asked by Jacques on March 20, 2026

• BMO S&P 500 Index ETF (ZSP $99.88)
  • $99.88 P/E (TTM): 25.8X Cap: $20.54B
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• iShares S&P/TSX 60 Index ETF (XIU $48.38)
  • $48.38 P/E (TTM): 18.08X Cap: $20.71B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $45.33)
  • $45.33 P/E (TTM): 1.18X Cap: $9.14B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $101.93)
  • $101.93 Cap: $2.26B
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• Vanguard S&P 500 ETF (VOO $602.30)
  • $602.30 P/E (TTM): 26.2X Cap: $893.88B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $107.76)
  • $107.76 P/E (TTM): 32.57X Cap: $1.68B
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• Schwab US Dividend Equity ETF (SCHD $30.51)
  • $30.51 P/E (TTM): 16.74X Cap: $84.52B
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• BMO S&P US Small Cap Index ETF (ZSML $46.25)
  • $46.25 P/E (TTM): 16.58X Cap: $109M
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• Invesco NASDAQ 100 ETF (QQQM $240.57)
  • $240.57 P/E (TTM): 32.37X Cap: $69.36B
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Q: I've been asked to help my 20 yo niece with her recently opened TFSA and hard-earned $21K contribution. Sticking with ETF's and CAD in these early days of her investing journey, I'm asking for your thoughts on best CDN ETF representations for SP500, Nasdaq 100, Dividend Growth (USA), Small Cap Growth (USA), TSX 60 and International developed large cap. I'm thinking a 70/20/10 allocation USA/CDA/INTL, would you find this appropriate? Thank you.

Upvote 8

Read Answer Asked by Tony on March 20, 2026

• Cameco Corporation (CCO $154.42)
  • $154.42 P/E (TTM): 159.06X Cap: $65.88B
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• Denison Mines Corp. (DML $5.07)
  • $5.07 Cap: $4.45B
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Q: What is your favourite small cap and large cap uranium stock currently? Would you initiate positions at this time?

Upvote 4

Read Answer Asked by Gary on March 20, 2026

• Procter & Gamble Company (The) (PG $144.09)
  • $144.09 P/E (TTM): 21.44X Cap: $335.67B
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• United Rentals Inc. (URI $731.54)
  • $731.54 P/E (TTM): 18.49X Cap: $45.81B
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Q: Why are $PG and $URI so weak right now? Buy more or sell?

Upvote 4

Read Answer Asked by Kel on March 20, 2026

• Celestica Inc. (CLS $400.29)
  • $400.29 P/E (TTM): 36.75X Cap: $45.11B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.70)
  • $164.70 P/E (TTM): 123.14X Cap: $215.25B
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• Kraken Robotics Inc. (PNG $8.29)
  • $8.29 P/E (TTM): 125.5X Cap: $2.45B
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Q: with the current downturn in the market do you see this as an opportunity to buy or would you wait. If you see it as a buying opportunity what are your top 3 growth picks for a 5 year hold

Upvote 23

Read Answer Asked by Brian on March 20, 2026

• Micron Technology Inc. (MU $367.85)
  • $367.85 P/E (TTM): 30.59X Cap: $380.99B
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• Axon Enterprise Inc. (AXON $423.57)
  • $423.57 P/E (TTM): 274.88X Cap: $34.14B
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• Cellebrite DI Ltd. (CLBT $13.88)
  • $13.88 Cap: $3.43B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $61.25)
  • $61.25 P/E (TTM): 29.46X Cap: $101.32B
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• TransMedics Group Inc. (TMDX $100.40)
  • $100.40 P/E (TTM): 19.45X Cap: $3.41B
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Q: 2nd question of the day. I have these laggards in US account. No holding of MU. Would you sell these 3 to buy MU? Also, BAM down, good time to add? I have them at almost 3%. With bringing up to 5?

Cheers,

James

Upvote 3

Read Answer Asked by James on March 20, 2026

• Micron Technology Inc. (MU $367.85)
  • $367.85 P/E (TTM): 30.59X Cap: $380.99B
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• NVIDIA Corporation (NVDA $175.75)
  • $175.75 P/E (TTM): 33.71X Cap: $4.23T
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• Agnico Eagle Mines Limited (AEM $291.97)
  • $291.97 P/E (TTM): 22.12X Cap: $141.46B
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• Teradyne Inc. (TER $312.20)
  • $312.20 P/E (TTM): 79.64X Cap: $46.41B
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• Nutrien Ltd. (NTR $103.60)
  • $103.60 P/E (TTM): 35.95X Cap: $50.75B
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• Royal Bank Of Canada (RY $163.42)
  • $163.42 P/E (TTM): 14.74X Cap: $225.44B
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• Nutrien Ltd. (NTR $74.56)
  • $74.56 P/E (TTM): 35.95X Cap: $36.43B
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Q: What companies present an oppurtunity purchase during this war turmoil? Assuming the Iran war ends in 2-4 months

Upvote 17

Read Answer Asked by Mark on March 20, 2026

• Aeva Technologies Inc. (AEVA $13.20)
  • $13.20 Cap: $828M
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• Ouster Inc. (OUST $18.62)
  • $18.62 Cap: $1.15B
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Q: Seems AEVA recently announced a smart traffic lidar thing. In previous answer you've said AEVA focuses more on automotive lidars. Does this affect how you think of OUST, since OUST also is doing traffic lidar stuff?

Upvote 1

Read Answer Asked by B on March 20, 2026

• Western Union Company (The) (WU $8.46)
  • $8.46 P/E (TTM): 5.75X Cap: $2.73B
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Q: What is your present opinion of this stock for a possible buy?
Thank you, Cheers

Upvote 1

Read Answer Asked by Hans on March 20, 2026

• Genius Sports Limited (GENI $4.54)
  • $4.54 Cap: $1.13B
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• Sportradar Group AG (SRAD $16.63)
  • $16.63 Cap: $5.21B
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Q: Have you been disappointed in SRAD and GENI? Do you still believe in the long term story and growth of both? Which do you prefer if only had to own only one or would you still own both? Thanks!

Upvote 4

Read Answer Asked by Keith on March 20, 2026

• Magna International Inc. (MG $78.47)
  • $78.47 P/E (TTM): 18.56X Cap: $21.89B
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Q: Despite the good results recently, MG is coming down. Would you know why and is it good time to add. Long term hold and reasonable exposure. Thank you.

Upvote 4

Read Answer Asked by Pierre on March 20, 2026

• BCE Inc. (BCE $25.38)
  • $25.38 P/E (TTM): 5.18X Cap: $23.49B
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• Hamilton U.S. Bond YIELD MAXIMIZER TM ETF (HBND $12.33)
  • $12.33 Cap: $169M
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Q: I am ~ 25% underwater with BCE and Telus; the former has cut its dividend and the latter is expected to follow suit. What is your opinion on selling both holdings and buying HBND for about twice the dividend income. I realize this is purely an income play and no capital gains are likely.

Upvote 5

Read Answer Asked by Jean on March 20, 2026

• Suncor Energy Inc. (SU $90.29)
  • $90.29 P/E (TTM): 18.92X Cap: $109.20B
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• Canadian Natural Resources Limited (CNQ $64.64)
  • $64.64 P/E (TTM): 13.31X Cap: $141.55B
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• Cenovus Energy Inc. (CVE $35.86)
  • $35.86 P/E (TTM): 17.22X Cap: $69.53B
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Q: Would you buy any of these oil stocks at present?
If so, is there one that you would prefer?
Might it be safer to invest in an ETF?
Thanks for your advice.

Upvote 5

Read Answer Asked by Catherine on March 20, 2026

Q: Everyone, how often should you be rebalancing your portfolio? Clayton

Upvote 6

Read Answer Asked by Clayton on March 20, 2026

Q: Your thoughts on where short/medium term interest rates are heading, along with inflation.
Your thoughts on where the CAD is heading.
Thanks

Upvote 8

Read Answer Asked by David on March 20, 2026

• Energy Vault Holdings Inc. (NRGV $3.40)
  • $3.40 Cap: $636M
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Q: Could you please provide your insights and opinion on this company especially after the recent release of its financial results?
Thanks,

Upvote 1

Read Answer Asked by Mark on March 20, 2026

• Manulife Financial Corporation (MFC $48.32)
  • $48.32 P/E (TTM): 15.41X Cap: $80.34B
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• Intact Financial Corporation (IFC $244.28)
  • $244.28 P/E (TTM): 13.47X Cap: $45.02B
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• Sun Life Financial Inc. (SLF $62.95)
  • $62.95 P/E (TTM): 14.03X Cap: $34.80B
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Q: Please confirm as I could be misremembering: stock market drifting lower is not good for insurance companies. Please provide some context if I am correct. Which insurance company would be less impacted ?

Upvote 4

Read Answer Asked by JR on March 20, 2026

• Toronto-Dominion Bank (The) (TD $131.31)
  • $131.31 P/E (TTM): 10.21X Cap: $216.81B
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Q: I am thinking that TD is getting quite stretched.using traditional metrics. Do you agree? I am not asking for personal advise, rather I am asking if you think selling a May 135 (covered) call would expire worthless or would probably be called away in two months. In other words, do you think TD stock can appreciate much beyond 135 in the next two months.

Upvote 4

Read Answer Asked by arnold on March 20, 2026

• NRG Energy Inc. (NRG $149.90)
  • $149.90 P/E (TTM): 35.22X Cap: $31.35B
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• Vistra Corp. (VST $153.96)
  • $153.96 P/E (TTM): 67.68X Cap: $50.89B
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• Constellation Energy Corporation (CEG $279.46)
  • $279.46 P/E (TTM): 40.35X Cap: $87.49B
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Q: Which of these - if any - would you be interested in at these levels?

Upvote 2

Read Answer Asked by Graeme on March 20, 2026