Investment Q&A

• Broadcom Inc. (AVGO $321.31)
  • $321.31 P/E (TTM): 68.4X Cap: $1.52T
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• NVIDIA Corporation (NVDA $181.93)
  • $181.93 P/E (TTM): 37.39X Cap: $4.42T
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Q: I currently hold NVDA and AVGO, both at about a 3% weighting. In your view, do both need to be held? Which do you believe would produce better returns over the next 3-5 years? Thank you.

Upvote 1

Read Answer Asked by Maureen on March 18, 2026

• Itafos Inc. (IFOS $4.36)
  • $4.36 P/E (TTM): 4.83X Cap: $842M
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• Nutrien Ltd. (NTR $109.02)
  • $109.02 P/E (TTM): 38.37X Cap: $52.69B
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• Gensource Potash Corporation (GSP $0.17)
  • $0.17 Cap: $72M
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• Replenish Nutrients Holdings Corp Com (ERTH $0.14)
  • $0.14 Cap: $23M
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Q: The Iran war has raised concerns about potash supply. While NTR has received positive reviews, how about companies like GSP and ERTH? They are basically penny stocks and have done well. Can that continue?
Also IFOS has done well, has a larger market cap than NTR and yet (according to RBC) has a PE of 4,7.
For an investor wanting to tap into the potash potential what would you recommend as the best course of action.

Thank you.

Upvote 1

Read Answer Asked by Donald on March 18, 2026

• Peyto Exploration & Development Corp. (PEY $28.53)
  • $28.53 P/E (TTM): 15.75X Cap: $5.84B
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• Tourmaline Oil Corp. (TOU $66.80)
  • $66.80 P/E (TTM): 92.54X Cap: $25.86B
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Q: Peyto vs tourmaline how come peyto has done so much better than tourmaline pey up 71% in the last year compared to tou up 1.61%. every body recommends tou but peyto has done so much better.

Upvote 1

Read Answer Asked by don on March 18, 2026

• IonQ Inc. (IONQ $33.31)
  • $33.31 Cap: $12.20B
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• D-Wave Quantum Inc. (QBTS $17.47)
  • $17.47 Cap: $6.40B
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• Rigetti Computing Inc. (RGTI $16.22)
  • $16.22 Cap: $5.38B
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• Quantum Computing Inc. (QUBT $7.54)
  • $7.54 Cap: $1.66B
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Q: Hi, Your thoughts for 4 stocks: RGTI Rigetti Computing,
QBTS D-Wave Quantum, QUBT Quantum Computing Inc.
IONQ IonQ,Inc.
Thanks Have a nice day. Jean Guy

Upvote 1

Read Answer Asked by Jean Guy on March 18, 2026

• Millennial Potash Corp. (MLP $2.34)
  • $2.34 Cap: $350M
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Q: Can I get your updated thoughts on this company? Would you buy this stock at the current price ($2.56)?

Do you think fertilizer companies are good buy right now given the disruption in the Middle East?

Thanks.

Upvote 1

Read Answer Asked by Marco on March 18, 2026

Q: Our Prime Minister has announced a significant investment (35B) in Arctic defence and northern Infrastructure. In your mind, what Canadian companies could benefit from such projects? Thanks
Robert

Upvote 1

Read Answer Asked by Robert on March 18, 2026

• KLA Corporation (KLAC $1,481.35)
  • $1,481.35 P/E (TTM): 41.87X Cap: $194.17B
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• Lam Research Corporation (LRCX $226.47)
  • $226.47 P/E (TTM): 45.05X Cap: $282.80B
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• Sandisk Corporation (SNDK $720.17)
  • $720.17 Cap: $103.85B
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• Micron CDR (CAD Hedged) (MU $20.50)
  • $20.50 P/E (TTM): 56.14X Cap: $681.88B
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• Applied Materials CDR (CAD Hedged) (AMAT $39.58)
  • $39.58 P/E (TTM): 39.44X Cap: $378.97B
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Q: I own MU and SNDK, totalling 4% of my holdings. Would adding KLAC, LRCX, or AMAT be too much in semis? Or would u just increase my MU or SNDK holdings?

Upvote 1

Read Answer Asked by Graeme on March 18, 2026

• Element Fleet Management Corp. (EFN $30.85)
  • $30.85 P/E (TTM): 22.9X Cap: $12.27B
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• CAE Inc. (CAE $38.53)
  • $38.53 P/E (TTM): 32.68X Cap: $12.39B
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Q: Would you please compare financial metrics for Efn and Cae and which would you recommend for a 2 to 3 year hold and reasoning. Thank you.

Upvote 1

Read Answer Asked by Steve on March 18, 2026

• Topicus.com Inc. (TOI $98.71)
  • $98.71 P/E (TTM): 310.55X Cap: $12.77B
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• MDA Space Ltd. (MDA $43.63)
  • $43.63 P/E (TTM): 49.18X Cap: $5.42B
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Q: Would you switch out TOI for MDA? I'm not concerned which sector they are in, only growth.

Thank you for your service!

Upvote 1

Read Answer Asked by Ozzie on March 18, 2026

• MDA Space Ltd. (MDA $43.63)
  • $43.63 P/E (TTM): 49.18X Cap: $5.42B
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• First Trust NASDAQ Clean Edge Smart Grid Infrastru (GRID $168.47)
  • $168.47 P/E (TTM): 51.41X Cap: $7.93B
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Q: Which stock will generate more growth going forward GRID or MDA? Sector/volatility is not an issue.

Thanks for your service!

Upvote 1

Read Answer Asked by Ozzie on March 18, 2026

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $64.79)
  • $64.79 P/E (TTM): 54.87X Cap: $686M
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• INVESCO QQQ Trust (QQQ $603.31)
  • $603.31 P/E (TTM): 33.2X Cap: $387.06B
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• State Street Technology Select Sector SPDR ETF (XLK $139.54)
  • $139.54 P/E (TTM): 39.24X Cap: $89.17B
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• Vanguard Information Technology ETF (VGT $727.40)
  • $727.40 P/E (TTM): 36.76X Cap: $111.39B
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• Fidelity MSCI Information Technology Index ETF (FTEC $216.86)
  • $216.86 P/E (TTM): 37.28X Cap: $16.18B
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• GLOBAL X FDS (AIQ $49.58)
  • $49.58 P/E (TTM): 24.73X Cap: $7.71B
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Q: I have a fairly diversified portfolio, except for tech/AI. Can you recommend four or five ETFs for that sector? Thanks

Upvote 1

Read Answer Asked by steve on March 18, 2026

• Denison Mines Corp. (DML $5.10)
  • $5.10 Cap: $4.60B
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Q: This stock has over 27,000,000 trades today on the US side, with more or less moderate trading on the Canadian side. Why have Americans jumped on this…?
Thanks

Upvote 1

Read Answer Asked by Catherine on March 18, 2026

• NVIDIA Corporation (NVDA $181.93)
  • $181.93 P/E (TTM): 37.39X Cap: $4.42T
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• Celestica Inc. (CLS $386.68)
  • $386.68 P/E (TTM): 37.14X Cap: $44.45B
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Q: If NVDA is owned would also suggest CLS or just NVDA?

Thanks

Upvote 1

Read Answer Asked on March 18, 2026

• Brookfield Infrastructure Partners L.P. (BIP.UN $50.20)
  • $50.20 P/E (TTM): 102.86X Cap: $23.11B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $58.74)
  • $58.74 Cap: $7.81B
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Q: Why the sizeable price drop today?
Thanks

Upvote 1

Read Answer Asked by Gary on March 18, 2026

• Canadian National Railway Company (CNR $139.75)
  • $139.75 P/E (TTM): 19.0X Cap: $88.85B
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Q: CN Rail stock has retreated to $140 from a high of $154, over past 4 weeks.

It dropped 4%, in Tuesday's trading.

Is there any company specific reason to worry or it's the Transports/Market in general ? Do you expect the trend to reverse anytime soon ?

Could you also explain the relationship between Oil prices and rails ?

Thank You

Upvote 1

Read Answer Asked by rajeev on March 18, 2026

• Alphabet Inc. (GOOG $309.41)
  • $309.41 P/E (TTM): 28.16X Cap: $3.76T
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• NVIDIA Corporation (NVDA $181.93)
  • $181.93 P/E (TTM): 37.39X Cap: $4.42T
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• QUALCOMM Incorporated (QCOM $131.59)
  • $131.59 P/E (TTM): 26.17X Cap: $138.05B
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• Eli Lilly and Company (LLY $930.35)
  • $930.35 P/E (TTM): 42.92X Cap: $934.53B
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• Medtronic plc. (MDT $88.44)
  • $88.44 P/E (TTM): 24.34X Cap: $113.29B
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• Stryker Corporation (SYK $349.11)
  • $349.11 P/E (TTM): 41.52X Cap: $133.60B
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Q: Could have I an update on your views on Medtronic’s and Qualcomm. Its hold in a RRSP. Would you suggest 1-2 companies for each one with better or same risk profile you would suggest to switch for if you think that’s a good idea .

Upvote 2

Read Answer Asked by Olivier on March 17, 2026

• Amphenol Corporation (APH $135.12)
  • $135.12 P/E (TTM): 40.1X Cap: $168.15B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $190.12)
  • $190.12 P/E (TTM): 27.13X Cap: $2.18B
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• Monolithic Power Systems Inc. (MPWR $1,066.66)
  • $1,066.66 P/E (TTM): 81.91X Cap: $52.91B
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• EnerSys (ENS $164.48)
  • $164.48 P/E (TTM): 19.95X Cap: $6.06B
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Q: Hi,

Already holding HPS.A at 3.6% and I like the growing power thesis. Do you think buying ENS, MPWR or APH would be too much? I like the growth of all these other names but is owning all four too many? How would you rank them to buy now for best risk adjusted return?

Upvote 5

Read Answer Asked by Keith on March 17, 2026

Q: While the VIX is high, what companies and sectors would you be buying?
Many thanks

Upvote 18

Read Answer Asked by joseph on March 17, 2026

• Kinaxis Inc. (KXS $135.49)
  • $135.49 P/E (TTM): 40.52X Cap: $3.74B
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• MDA Space Ltd. (MDA $43.63)
  • $43.63 P/E (TTM): 49.18X Cap: $5.42B
  • View MDA Profile
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Q: Hello, I would like to get your thoughts on a possible switch from KXS to MDA in my TFSA. My patience seems to be wearing thin with KXS, and I would incur a small loss if making this transaction.

Thank you kindly.

Upvote 3

Read Answer Asked by Sue on March 17, 2026

Q: DRNZ ARE YOU A FAN OF THIS ETF? IS IT THE BEST DRONE ETF AVAILABLE?

Upvote 3

Read Answer Asked by Paulette on March 17, 2026