Q: Can you compare these as to growth outlook, valuation and overall market. Thank you
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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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Constellation Software Inc. (CSU $2,295.18)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.55)
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Savaria Corporation (SIS $30.17)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $53.80)
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Aritzia Inc. Subordinate Voting Shares (ATZ $127.42)
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Kraken Robotics Inc. (PNG $8.16)
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Vanguard Total Stock Market ETF (VTI $335.05)
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Brookfield Corporation Class A Limited Voting Shares (BN $58.35)
Q: My kids RESP currently hold CSU, SHOP, SIS, ATZ, XIC, BN, PNG, VTI. CSU was purchased at $3,250 and SHOP at $210. Is it wise to average down now or is there another one or two that will be good to add to this mix?
Thank you!
Thank you!
Q: Two stocks, 2 questions. PNG has fallen from over $10.50 to $7.60. Was the stock run up to get favourable rates for when they raised money? Also, did it make the deal for their acquisition swim a bit easier? Where do you see things going from here? When do you think it will recover? Still a top 5i pick?
ZDC is another issue. Stock has been quite weak. I'm starting to think it may not work out all that well. They have no real moat and others can enter their market. But they have done well and recently raised money. What do you see for it going forward? Does it still make your favourite list of top stocks?
ZDC is another issue. Stock has been quite weak. I'm starting to think it may not work out all that well. They have no real moat and others can enter their market. But they have done well and recently raised money. What do you see for it going forward? Does it still make your favourite list of top stocks?
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Cameco Corporation (CCO $160.73)
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Celestica Inc. (CLS $486.28)
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Firan Technology Group Corporation (FTG $19.10)
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5N Plus Inc. (VNP $35.47)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $215.66)
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Kraken Robotics Inc. (PNG $8.16)
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HIVE Digital Technologies Ltd. (HIVE $2.90)
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Haivision Systems Inc. (HAI $7.00)
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Tantalus Systems Holding Inc. (GRID $5.85)
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Telesat Corporation Common and Variable Voting Shares (TSAT $60.13)
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Electrovaya Inc. (ELVA $11.46)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $88.50)
Q: With the VIX above 30 and sure to continue to be volatile in the coming weeks, how would you advise investors to step into the current market? Can you provide a couple of examples of companies you would be buying into this volatility?
Thank you
Tim
Thank you
Tim
Q: What's the perceived/real problem with PNG lately?
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Celestica Inc. (CLS $486.28)
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5N Plus Inc. (VNP $35.47)
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Kraken Robotics Inc. (PNG $8.16)
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Nebius Group N.V. (NBIS $144.97)
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Karman Holdings Inc. (KRMN $82.52)
Q: Had several stocks down roughly 5% March 30, these 5 were almost or over 8% down, overall portfolio was down 3.38% in a day. Seems unfair seeing what the indexes did :)
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Meta Platforms Inc. (META $629.86)
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Alphabet Inc. (GOOG $315.72)
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Intuitive Surgical Inc. (ISRG $450.62)
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NVIDIA Corporation (NVDA $188.63)
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Eli Lilly and Company (LLY $939.47)
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United Rentals Inc. (URI $771.93)
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WSP Global Inc. (WSP $218.87)
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BMO Equal Weight Oil & Gas Index ETF (ZEO $100.65)
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Kraken Robotics Inc. (PNG $8.16)
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MercadoLibre Inc. (MELI $1,773.96)
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Axon Enterprise Inc. (AXON $345.94)
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RTX Corporation (RTX $201.56)
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Brookfield Corporation Class A Limited Voting Shares (BN $58.35)
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Lumine Group Inc. (LMN $21.60)
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Nebius Group N.V. (NBIS $144.97)
Q: Overall, my portfolio is very balanced, but I have gone with higher growth in my TFSA. I hold GOOG, META, NVDA, NBIS, BN, AXON, MELI, LMN, and ZEO. What is the max percentage of the TFSA that you would hold in GOOG and NVDA? Could you suggest some new stocks with good momentum that would balance out my holdings? Thanks.
Q: Would you add today to 1/2 positions in MDA and PNG for a 1-3 hold?
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AeroVironment Inc. (AVAV $179.72)
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Kraken Robotics Inc. (PNG $8.16)
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Kratos Defense & Security Solutions Inc. (KTOS $70.34)
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Ondas Inc (ONDS $9.13)
Q: CNBC The drone market is about to go parabolic because of AI and war. How to play it.
Which 2 should I buy?
Thank you.
Which 2 should I buy?
Thank you.
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Savaria Corporation (SIS $30.17)
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5N Plus Inc. (VNP $35.47)
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TerraVest Industries Inc. (TVK $125.19)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $215.66)
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Kraken Robotics Inc. (PNG $8.16)
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Zedcor Inc. (ZDC $5.66)
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Tantalus Systems Holding Inc. (GRID $5.85)
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MDA Space Ltd. (MDA $42.37)
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Electrovaya Inc. (ELVA $11.46)
Q: I have these small/mid caps in my portfolio for future growth. Any concerns with any of these? Please rank these for growth potential. I do realize GRID ZDC and ELVA are much smaller. Thanks Stephen
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Celestica Inc. (CLS $486.28)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.55)
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Kraken Robotics Inc. (PNG $8.16)
Q: Please list in order of preference which you would purchase today for a 3-5 year hold: SHOP, CLS or PNG ? Thank you.
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Constellation Software Inc. (CSU $2,295.18)
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Celestica Inc. (CLS $486.28)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.55)
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Firan Technology Group Corporation (FTG $19.10)
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TerraVest Industries Inc. (TVK $125.19)
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Kraken Robotics Inc. (PNG $8.16)
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Kratos Defense & Security Solutions Inc. (KTOS $70.34)
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Strategy Inc (MSTR $128.64)
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BWX Technologies Inc. (BWXT $229.57)
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Palantir Technologies Inc. (PLTR $128.06)
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Robinhood Markets Inc. (HOOD $69.19)
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Rocket Lab Corporation (RKLB $68.05)
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Red Cat Holdings Inc. (RCAT $12.37)
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Galaxy Digital Inc. (GLXY $21.66)
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
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
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Celestica Inc. (CLS $486.28)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.55)
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Kraken Robotics Inc. (PNG $8.16)
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
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iShares U.S. Aerospace & Defense ETF (ITA $229.64)
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Kraken Robotics Inc. (PNG $8.16)
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RTX Corporation (RTX $201.56)
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Rocket Lab Corporation (RKLB $68.05)
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Karman Holdings Inc. (KRMN $82.52)
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Select STOXX Europe Aerospace & Defense ETF (EUAD $43.36)
Q: I hold the ITA and EUAD ETF’s in the Defense and Aerospace sector. I also hold KRMN, PNG, and RKLB. All are smaller holdings. Would you add to any today and if so, in what order? Or are there some other ETF’s or stocks that would make good additions? Or would you not add at all at this time as the sector has had a run up? Thanks.
Q: Updated opinion please
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Kelt Exploration Ltd. (KEL $8.69)
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Thomson Reuters Corporation (TRI $115.28)
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Cipher Pharmaceuticals Inc. (CPH $18.65)
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goeasy Ltd. (GSY $31.37)
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Capstone Copper Corp. (CS $12.15)
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Tamarack Valley Energy Ltd. (TVE $10.92)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $215.66)
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Kraken Robotics Inc. (PNG $8.16)
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Silvercorp Metals Inc. (SVM $15.94)
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Vitalhub Corp. (VHI $6.97)
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Tantalus Systems Holding Inc. (GRID $5.85)
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Propel Holdings Inc. (PRL $20.04)
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Telesat Corporation Common and Variable Voting Shares (TSAT $60.13)
Q: Would you consider all positions in your growth portfolio still buyable today? Are there any that would make you pause if you were buying now?
Q: Is PNG buy at this time? If so how much of a weighting would you give it?
Thanks
Thanks
Q: I’m of the opinion that the current trouble in the Middle East will spur sales of EV’s. Do you agree? If so are there any small caps that might benefit?
You note PNG may be able to defuse mines in the Straight of Horuz. Do they manufacture a “mine sweeper” or is it more of an intention?
Any comments you have would be appreciated.
Jim
You note PNG may be able to defuse mines in the Straight of Horuz. Do they manufacture a “mine sweeper” or is it more of an intention?
Any comments you have would be appreciated.
Jim
Q: Good morning all. My first purchase of PNG was in May 2024, so almost 2 years ago. I did take some profit off the table early on but have not since you have been recomending the stock. So I've got way more than 500% on this one.
Knowing stock weightings are personnal what maximum percentage of each small cap should we limit our risk to for such stocks as PNG or VNP or ZDC for example. Also what would be a reasonnable proportion of a total portfolio devoted to small caps do you see as reasonable (and somewhat conservative). Thank you
Knowing stock weightings are personnal what maximum percentage of each small cap should we limit our risk to for such stocks as PNG or VNP or ZDC for example. Also what would be a reasonnable proportion of a total portfolio devoted to small caps do you see as reasonable (and somewhat conservative). Thank you
Q: Kraken or Celestica. Two of your favorites. Best bet for capital appreciation over the next 2 to 3 years?