Investment Q&A

• 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 $144.22)
  • $144.22 P/E (TTM): 21.44X Cap: $335.67B
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• United Rentals Inc. (URI $731.71)
  • $731.71 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 $368.10)
  • $368.10 P/E (TTM): 30.59X Cap: $380.99B
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• Axon Enterprise Inc. (AXON $423.52)
  • $423.52 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 $100.47)
  • $100.47 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 $368.10)
  • $368.10 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 $312.55)
  • $312.55 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 $163.46)
  • $163.46 P/E (TTM): 14.74X Cap: $225.44B
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• Nutrien Ltd. (NTR $74.64)
  • $74.64 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 $13.21)
  • $13.21 Cap: $828M
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• Ouster Inc. (OUST $18.64)
  • $18.64 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 $8.49)
  • $8.49 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 $4.55)
  • $4.55 Cap: $1.13B
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• Sportradar Group AG (SRAD $16.67)
  • $16.67 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 $25.39)
  • $25.39 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 $62.92)
  • $62.92 P/E (TTM): 14.03X Cap: $34.65B
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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 $150.16)
  • $150.16 P/E (TTM): 35.22X Cap: $31.35B
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• Vistra Corp. (VST $154.01)
  • $154.01 P/E (TTM): 67.68X Cap: $50.89B
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• Constellation Energy Corporation (CEG $279.51)
  • $279.51 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

• Brookfield Corporation Class A Limited Voting Shares (BN $56.61)
  • $56.61 P/E (TTM): 73.48X Cap: $126.10B
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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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Q: I hold smaller sized Positions of both of these companies and have had the intention to average into larger Positions as pricing opportunities arise.

Both have pulled back about a third from their highs ( i assume the Private Credit issue is the fear). Does that in fact represent the majority reason for the current pullback and if its the case is the fear as warranted as the relevant price pullback suggests?

Some of the opinions i hear suggest the Private Credit fears are greatly exaggerated .. whats yr take on this issue and if so might companies like BN and BAM be less exposed than the market suggests and might others like Apollo KKR and Blackstone be compelling value at current levels?

Craig

Upvote 9

Read Answer Asked by Craig on March 20, 2026

• LyondellBasell Industries NV Class A (Netherlands) (LYB $76.50)
  • $76.50 Cap: $25.95B
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Q: Back in August 2025 i asked about Lyondellbasell and chose to build a Position in the 40s. Things were not well back at that time but the stock price looked historically Lo.

The stock floundered but started to show some early signs of improving a few months earlier after the divi was cut (the 1st time in many years i believe).

The stock has jumped considerably (as have several other chemical companies) following higher Oil prices brought on by the Iran conflict. Noting it's cyclicality and the uncertainty of the Gulf situation would you continue to hold and at what level would you eventually look to sell based on the long term chart of LYB and circumstances playing out?

Craig

Upvote 1

Read Answer Asked by Craig on March 20, 2026

• West Fraser Timber Co. Ltd. (WFG $90.85)
  • $90.85 Cap: $7.11B
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Q: What are your thoughts on the lumber industry in general and WFG in particular,would you be a buyer at this time?
Thank you

Upvote 1

Read Answer Asked by John on March 20, 2026