Investment Q&A

Q: I have held BIR for a number of years but was unaware that a management change had taken place, presumably somewhat recently.
Since management quality is so important to the future prospects of companies, would you have the resources/time to be able to provide a management change alert with commentary on the implications, whenever one occurred for the companies in your portfolio coverages as well as those on your watchlist?
I believe that companies are required to notify of management changes at senior levels, however, it is difficult for outsiders to evaluate the significance of such.

Upvote 1

Read Answer Asked by John on January 26, 2026

• The Kraft Heinz Company (KHC $24.64)
  • $24.64 Cap: $29.16B
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• Sandisk Corporation (SNDK $597.95)
  • $597.95 Cap: $88.23B
  • View SNDK Profile
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• Honeywell International Inc. (HON $238.38)
  • $238.38 P/E (TTM): 25.12X Cap: $151.34B
  • View HON Profile
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• Celestica Inc. (CLS $419.62)
  • $419.62 P/E (TTM): 50.01X Cap: $48.27B
  • View CLS Profile
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• S&P Global Inc. (SPGI $439.28)
  • $439.28 P/E (TTM): 31.95X Cap: $133.01B
  • View SPGI Profile
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• KBR Inc. (KBR $43.49)
  • $43.49 P/E (TTM): 15.0X Cap: $5.41B
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• Keurig Dr Pepper Inc. (KDP $28.41)
  • $28.41 P/E (TTM): 24.49X Cap: $38.59B
  • View KDP Profile
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Q: Cls and sndk both exploded higher after being allowed to fly on their own.Cls fromOnex and Sndk from Wdc.Do you see any similar situations that companies may benefit from this opportunity?Thx

Upvote 3

Read Answer Asked by blake on January 26, 2026

• DRI Healthcare Trust (DHT.UN $16.30)
  • $16.30 Cap: $898M
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Q: Your updated analysis of dht.un would.be appreciated.

Upvote 1

Read Answer Asked by Maurice on January 26, 2026

Q: How should I measure geographic diversification within a small cap growth portfolio of 15 Canadian companies? Say for example if Kraken Robotics gets 30% of its revenue from international, and Aritzia gets 60% from the US. Even though they are Canadian companies, can I reasonably say I have some diversification outside Canada based on source of revenue? Or is this a Canada only portfolio and thus not diversified geographically?

I consider this portfolio in my TFSA to be my fun money to invest for growth, so I’m not as concerned about perfect diversification like we have in our conservatively managed RRSP where equities are split 1/3 each between Canada, US and international.

Thanks for all you do!

Upvote 3

Read Answer Asked by Tim on January 26, 2026

• Franco-Nevada Corporation (FNV $317.34)
  • $317.34 P/E (TTM): 47.81X Cap: $61.17B
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• Wheaton Precious Metals Corp. (WPM $185.90)
  • $185.90 P/E (TTM): 60.46X Cap: $84.40B
  • View WPM Profile
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• Royal Gold Inc. (RGLD $265.77)
  • $265.77 P/E (TTM): 36.51X Cap: $22.43B
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Q: Hi, I originally held sandstorm gold SSL which got taken over by Royal gold. I was thinking of selling the royal gold shares and buying Franco Nevada or Wheaton precious metals to avoid currency risk. I just wanted your thoughts on this and if you were to buy one of them, which one would you suggest? Thank you.

Upvote 3

Read Answer Asked by clara on January 26, 2026

• Evolve Royalties Ltd. (EVR $3.40)
  • $3.40 Cap: $40M
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Q: For a very small market cap royalty,how does evolve royalty look to you?Thanks for your comments.

Upvote 1

Read Answer Asked by Maurice on January 26, 2026

• Centrus Energy Corp. Class A (LEU $263.47)
  • $263.47 P/E (TTM): 40.03X Cap: $4.57B
  • View LEU Profile
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Q: What do you think about this company for domestic enrichment in the US for their supply chains/critical needs; and valuation/growth prospects?

Upvote 1

Read Answer Asked by Max on January 26, 2026

• Cedar Realty Trust Inc. (CDR $29.00)
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Q: BMO now has a selection of CDRs
Is there a difference or any concern compared to those offered at CIBC
Thanks

Upvote 1

Read Answer Asked by Terry on January 26, 2026

• Rocket Companies Inc. Class A (RKT $18.88)
  • $18.88 Cap: $53.16B
  • View RKT Profile
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Q: Hi there,

Could you please give an update on RKT and what you think of their growth forecast for the 2026 and 2027? Is it a buy at current levels?

Thanks.

Upvote 2

Read Answer Asked by Robert on January 26, 2026

• Amphenol Corporation (APH $136.23)
  • $136.23 P/E (TTM): 45.41X Cap: $166.75B
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• Freeport-McMoRan Inc. (FCX $60.67)
  • $60.67 P/E (TTM): 42.43X Cap: $87.11B
  • View FCX Profile
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• Cameco Corporation (CCO $155.18)
  • $155.18 P/E (TTM): 128.25X Cap: $67.56B
  • View CCO Profile
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• Arista Networks Inc. (ANET $137.49)
  • $137.49 P/E (TTM): 52.08X Cap: $173.13B
  • View ANET Profile
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• Southern Copper Corporation (SCCO $200.04)
  • $200.04 P/E (TTM): 41.94X Cap: $162.47B
  • View SCCO Profile
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• Matrix Service Company (MTRX $11.06)
  • $11.06 Cap: $379M
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• GE Vernova Inc. (GEV $779.35)
  • $779.35 P/E (TTM): 126.52X Cap: $210.05B
  • View GEV Profile
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• TCW Transform Systems ETF (PWRD $102.05)
  • $102.05 P/E (TTM): 38.21X Cap: $1.05B
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• Defiance AI & Power Infrastructure ETF (AIPO $24.80)
  • $24.80 P/E (TTM): 43.07X Cap: $161M
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Q: Your thoughts on the etf MTRX.

Upvote 2

Read Answer Asked by Stephen on January 26, 2026

• Costco Wholesale Corporation (COST $1,001.16)
  • $1,001.16 P/E (TTM): 71.87X Cap: $444.38B
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• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 29.89X Cap: $3.90T
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• Microsoft Corporation (MSFT $401.14)
  • $401.14 P/E (TTM): 28.53X Cap: $2.97T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 46.01X Cap: $4.50T
  • View NVDA Profile
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• Mastercard Incorporated (MA $548.74)
  • $548.74 P/E (TTM): 35.09X Cap: $492.76B
  • View MA Profile
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• Visa Inc. (V $331.58)
  • $331.58 P/E (TTM): 32.51X Cap: $635.30B
  • View V Profile
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $51.84)
  • $51.84 P/E (TTM): 14.32X Cap: $23.87B
  • View XIC Profile
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• State Street SPDR S&P 500 ETF Trust (SPY $690.62)
  • $690.62 P/E (TTM): 26.17X Cap: $707.87B
  • View SPY Profile
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• INVESCO QQQ Trust (QQQ $609.65)
  • $609.65 P/E (TTM): 30.22X Cap: $403.83B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $110.64)
  • $110.64 P/E (TTM): 29.51X Cap: $2B
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• Palantir Technologies Inc. (PLTR $135.90)
  • $135.90 P/E (TTM): 323.57X Cap: $323.90B
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• ASYMmetric Smart Alpha S&P 500 ETF (ZSPY $27.50)
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Q: I have just started an RESP for my grandson and will be contributing the max $2500 per year. What would you recommend as my first stock purchases.
Thank you

Upvote 13

Read Answer Asked by Marty on January 26, 2026

• Planet Labs PBC Class A (PL $22.26)
  • $22.26 Cap: $7.29B
  • View PL Profile
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• Electrovaya Inc. (ELVA $12.05)
  • $12.05 P/E (TTM): 123.72X Cap: $507M
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• Abaxx Technologies Inc. (ABXX)
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Q: Hi team, here are 3 growthy early stocks that have caught my interest; already have a double on on PL of my very tiny investment. Please share your thoughts on these 3. thanks

Upvote 6

Read Answer Asked by Valerie on January 26, 2026

• Amazon.com Inc. (AMZN $210.32)
  • $210.32 P/E (TTM): 29.33X Cap: $2.24T
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• Broadcom Inc. (AVGO $332.92)
  • $332.92 P/E (TTM): 70.09X Cap: $1.57T
  • View AVGO Profile
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Q: If you were staring a position today for a long term hold, would you go with Amazon or Broadcom?

Upvote 5

Read Answer Asked by Kelly on January 26, 2026

• Silvercorp Metals Inc. (SVM $14.24)
  • $14.24 P/E (TTM): 85.29X Cap: $3.13B
  • View SVM Profile
  • View Questions on SVM

Q: Good morning
you recently posted SVM as a top pick in your best stock ideas section. D you still see it as a top pick for silver exposure?

Upvote 5

Read Answer Asked by Guy R. on January 26, 2026

• Hydro One Limited (H $54.48)
  • $54.48 P/E (TTM): 25.14X Cap: $32.67B
  • View H Profile
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• Toronto Dominion Bank (The) (TD $96.68)
  • $96.68 P/E (TTM): 11.28X Cap: $164.62B
  • View TD Profile
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• Bank of Nova Scotia (The) (BNS $76.34)
  • $76.34 P/E (TTM): 25.63X Cap: $94.60B
  • View BNS Profile
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Q: If you had 10K to invest - and were interested in dividends and some growth, in what order would you rank these regarding total anticipated returns ?

Upvote 7

Read Answer Asked by Judith on January 26, 2026

• Brookfield Renewable Partners L.P. (BEP.UN $41.60)
  • $41.60 Cap: $27.37B
  • View BEP.UN Profile
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  • View Reports on BEP.UN

Q: I recently sold my Hydro holdings and replaced it with BEP.UN partly to help increase my dividend/income, this was done in a RRSP. Thoughts and a comparison of the two. Also can you comment on the recent announcement of issuing shares of BEPC to buy shares of BEP.UN it looks like BN are not happy with the current price spread of the two.

Upvote 4

Read Answer Asked by Jerome on January 26, 2026

• McCormick & Company Incorporated (MKC $67.42)
  • $67.42 P/E (TTM): 23.41X Cap: $18.09B
  • View MKC Profile
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Q: McCormick, buy sell or hold?

Upvote 2

Read Answer Asked by Andrew on January 26, 2026

• Invesco S&P 500 Equal Weight ETF (RSP $202.26)
  • $202.26 P/E (TTM): 21.97X Cap: $83.87B
  • View RSP Profile
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• Invesco S&P 500 Equal Weight Index ETF (EQL $41.93)
  • $41.93 P/E (TTM): 21.97X Cap: $1.55B
  • View EQL Profile
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Q: ? performance of these 2 etfs.
1. how did each one do during the last major downturns financial crisis A. dot.com B. financial crisis and C covid crisis?
and 2. in general, performance of each over the last 5,10, 15 and 20 years

Upvote 3

Read Answer Asked by Ernest on January 26, 2026

• Teladoc Health Inc. (TDOC $5.01)
  • $5.01 Cap: $889M
  • View TDOC Profile
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• TD Health Sciences Fund - D Series (TDB3099 $23.11)
  • $23.11 P/E (TTM): 23.7X Cap: $362M
  • View TDB3099 Profile
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Q: I recently asked if there was a better replacement. You answered with a US traded ETF. I should of said it needs to be a Canadian ETF.

Thank You

Upvote 3

Read Answer Asked by Greg on January 26, 2026

• Loblaw Companies Limited (L $67.09)
  • $67.09 P/E (TTM): 8.29X Cap: $80.19B
  • View L Profile
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• Exchange Income Corporation (EIF $98.63)
  • $98.63 P/E (TTM): 36.53X Cap: $5.35B
  • View EIF Profile
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• Waste Connections Inc. (WCN $231.07)
  • $231.07 P/E (TTM): 69.2X Cap: $59.51B
  • View WCN Profile
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Q: Hi Folks,
Looking at adding one of L, EIF or WCN to my RRSP holdings. Can I have your opinion as to which one would be the better buy today.
Thanks

Upvote 6

Read Answer Asked by JOHN on January 26, 2026