Investment Q&A

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Q: Vix has climbed from $14.48 on Jan 9 to $30.95 yesterday. Do you think we are nearing a contrarian buy signal?

Upvote 18

Read Answer Asked by Terry on March 30, 2026

• State Street Financial Select Sector SPDR ETF (XLF $49.37)
  • $49.37 P/E (TTM): 16.77X Cap: $48.46B
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Q: I bought this ETF in January 2025 thinking that the Trump administration would be good for the financial sector. I am down 7+% and the ETF is down almost 13% YTD. My logic dosn't appear to be all that logical! What do you think of this ETF? Buy, sell, hold? Any better suggestion?

Upvote 1

Read Answer Asked by Larry M. on March 30, 2026

Q: Everyone, If you were teaching someone about investing, what are the three most important things you would want them to learn? Clayton

Upvote 21

Read Answer Asked by Clayton on March 30, 2026

• Broadcom Inc. (AVGO $309.51)
  • $309.51 P/E (TTM): 67.9X Cap: $1.38T
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• Meta Platforms Inc. (META $572.13)
  • $572.13 P/E (TTM): 25.72X Cap: $1.35T
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• Microsoft Corporation (MSFT $370.17)
  • $370.17 P/E (TTM): 23.95X Cap: $2.66T
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• NVIDIA Corporation (NVDA $174.40)
  • $174.40 P/E (TTM): 35.84X Cap: $4.01T
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Q: 1. what is your best metric that you use to value these 4 companies? 2.what is this metric currently? 3. what is the PEG for each company.? 4. rank in order for capital appreciation over next 3 years thanks Richard

Upvote 10

Read Answer Asked by richard on March 30, 2026

• Stingray Group Inc. Subordinate Voting and Variable Subordinate Voting Shares (RAY $14.43)
  • $14.43 Cap: $978M
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Q: any reason for the recent price fluctuation ? is it a good chance to buy more ?

Upvote 2

Read Answer Asked by c c on March 30, 2026

• Avanti Helium Corp. (AVN $0.59)
  • $0.59 Cap: $87M
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• Pulsar Helium Inc. (PLSR $1.74)
  • $1.74 Cap: $370M
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Q: Just reading about a looming shortage of helium, caused by the Iran war. Which helium producers should benefit from this and which could be good near to medium term investments? Many thanks. Al

Upvote 1

Read Answer Asked by alex on March 30, 2026

• Welltower Inc. (WELL $197.71)
  • $197.71 P/E (TTM): 139.29X Cap: $137.95B
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• T-Mobile US Inc. (TMUS $210.03)
  • $210.03 P/E (TTM): 21.48X Cap: $231.42B
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• Verizon CDR (CAD Hedged) (VZ $21.21)
  • $21.21 P/E (TTM): 12.46X Cap: $294.89B
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Q: Is satellite internet going to disrupt land based cell providers? I wonder if both the telecoms and the reits who own the towers are at risk.

Upvote 1

Read Answer Asked by Peter on March 30, 2026

• Amazon.com Inc. (AMZN $208.27)
  • $208.27 P/E (TTM): 29.31X Cap: $2.15T
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• Broadcom Inc. (AVGO $309.51)
  • $309.51 P/E (TTM): 67.9X Cap: $1.38T
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• Alphabet Inc. (GOOGL $287.56)
  • $287.56 P/E (TTM): 25.3X Cap: $3.47T
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• Microsoft Corporation (MSFT $370.17)
  • $370.17 P/E (TTM): 23.95X Cap: $2.66T
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• NVIDIA Corporation (NVDA $174.40)
  • $174.40 P/E (TTM): 35.84X Cap: $4.01T
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• Visa Inc. (V $302.24)
  • $302.24 P/E (TTM): 28.59X Cap: $573.92B
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• S&P Global Inc. (SPGI $425.34)
  • $425.34 P/E (TTM): 29.27X Cap: $124.77B
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• Arista Networks Inc. (ANET $122.78)
  • $122.78 P/E (TTM): 49.41X Cap: $145.92B
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• Transdigm Group Incorporated (TDG $1,158.96)
  • $1,158.96 P/E (TTM): 37.1X Cap: $63.97B
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• Axon Enterprise Inc. (AXON $424.69)
  • $424.69 P/E (TTM): 274.88X Cap: $34.14B
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• Heico Corporation (HEI $274.20)
  • $274.20 P/E (TTM): 55.26X Cap: $38.25B
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• Vertiv Holdings LLC Class A (VRT $250.58)
  • $250.58 P/E (TTM): 68.69X Cap: $95.87B
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Q: Our core long-term holdings - not full positions. Please advise those that could add to full positions, hold or sell or those that you would replace with better potential. Please rank.

Upvote 10

Read Answer Asked by sam on March 30, 2026

• Hamilton Enhanced Canadian Bank ETF (HCAL $36.68)
  • $36.68 P/E (TTM): 15.2X Cap: $789M
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• Hamilton Enhanced Canadian Covered Call ETF (HDIV $21.09)
  • $21.09 P/E (TTM): 20.4X Cap: $1.38B
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• Hamilton Enhanced Canadian Financials ETF (HFIN $25.43)
  • $25.43 P/E (TTM): 13.62X Cap: $340M
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• Hamilton Enhanced U.S. Covered Call ETF (HYLD $13.28)
  • $13.28 P/E (TTM): 28.25X Cap: $920M
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• Hamilton Enhanced Utilities ETF (HUTS $15.60)
  • $15.60 P/E (TTM): 13.79X Cap: $217M
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• Harvest Healthcare Leaders Enhanced Income ETF (HHLE $8.28)
  • $8.28 P/E (TTM): 23.27X Cap: $91M
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• Harvest Tech Achievers Enhanced Income ETF (HTAE $14.66)
  • $14.66 P/E (TTM): 35.06X Cap: $75M
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• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.51)
  • $15.51 P/E (TTM): 16.66X Cap: $2.06B
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• Global X Enhanced S&P 500 Index ETF (USSL $26.34)
  • $26.34 P/E (TTM): 25.56X Cap: $7M
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Q: I own these in my RRIF for income purposes countered with some leverage for growth. What are some other Canadian issued high yield ( greater than 10% ) having 1.25 x leverage ETF ‘s ? Any sector will do , Canadian or American companies. Any you recommend or stay away from ? Thanks..Derek.

Upvote 3

Read Answer Asked by Derek on March 30, 2026

• Thomson Reuters Corporation (TRI $125.56)
  • $125.56 P/E (TTM): 27.6X Cap: $56.32B
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Q: I am having difficulty understanding what benefits will accrue to a) Tomson or b) shareholders as a result of the return of capital being proposed by Tomson together with the corresponding share consolidation. I have never considered a reverse split to be a positive sign for a company's future. Why is deal any different?

Upvote 7

Read Answer Asked by Don on March 30, 2026

• Pason Systems Inc. (PSI $13.24)
  • $13.24 P/E (TTM): 19.42X Cap: $1.02B
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• Enerflex Ltd. (EFX $29.10)
  • $29.10 P/E (TTM): 41.6X Cap: $3.48B
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Q: I’ve been putting some money into oil and gas stocks and energy service names over the last couple of weeks. That was a timely blog post on EFX yesterday, and my question relates to that company and PSI. Given the current elevated oil price environment, do you have a preference between the two (this question bakes in an assumption that you still like PSI, given that it’s in the portfolio, but correct me otherwise), or do you view them as complementary enough that owning both would be appropriate? If you do favour one over the other, please explain why.

Upvote 1

Read Answer Asked by Brendan on March 30, 2026

• Antimony Resources Corp. (ATMY $1.47)
  • $1.47 Cap: $109M
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Q: I have been following this small cap for a few months now and would love your thoughts and analysis of this very small cap miner?
Thanx as always
Gary

Upvote 1

Read Answer Asked by Gary on March 30, 2026

• Miscellaneous (MISC)
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Q: Hi. I asked this question yesterday but I don't think it went through.

I saw an interview with Prof. Janice Stein and Rudyard Kipling from the Munk School. Ms. Stein seems convinced that there is going to be significant supply shocks and oil at $175/barrel as a result of the war with Iran. If this is true, what stocks/sectors from your model portfolios are the best to hold and the best to stay on the sidelines until this mess is resolved?

Upvote 9

Read Answer Asked by Ian on March 30, 2026

• Brookfield Corporation Class A Limited Voting Shares (BN $56.37)
  • $56.37 P/E (TTM): 79.62X Cap: $126.10B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $61.85)
  • $61.85 P/E (TTM): 29.17X Cap: $98.45B
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Q: If we go into a recession, how will it affect Brookfield (BN) and its subsidiaries (BIP, BEP, BAM), please?

Upvote 7

Read Answer Asked by james on March 30, 2026

• Visa Inc. (V $302.24)
  • $302.24 P/E (TTM): 28.59X Cap: $573.92B
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Q: The FTC today warned visa and three others about denying customer access to financial services due t political or religious reasons. Is this why visa dropped 10.5 dollars so far today? If not, why is the stock doing so poorly? Is this FTC warning a real concern for Visa?

Upvote 4

Read Answer Asked by arnold on March 30, 2026

• Firefly Aerospace Inc. (FLY $28.47)
  • $28.47 Cap: $3.79B
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Q: Is Firefly a buy after an ongoing investigation into it as the price has dropped considerably.

Upvote 1

Read Answer Asked by Helen on March 30, 2026

• Hamilton Enhanced Canadian Covered Call ETF (HDIV $21.09)
  • $21.09 P/E (TTM): 20.4X Cap: $1.38B
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• Hamilton Enhanced U.S. Covered Call ETF (HYLD $13.28)
  • $13.28 P/E (TTM): 28.25X Cap: $920M
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• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.51)
  • $15.51 P/E (TTM): 16.66X Cap: $2.06B
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• Hamilton U.S. Equity YIELD MAXIMIZER TM ETF (SMAX $19.49)
  • $19.49 P/E (TTM): 28.6X Cap: $949M
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• Hamilton U.S. Financials YIELD MAXIMIZER TM ETF (FMAX $16.53)
  • $16.53 P/E (TTM): 20.38X Cap: $147M
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Q: a member asked your about hmax which you seemed ok with,but warned about putting all your money in one yield ETF. So my question is what other yield Canadian ETFs would you recommend along with hmax. dave

Upvote 4

Read Answer Asked by david on March 30, 2026

• Constellation Software Inc. (CSU $2,441.99)
  • $2,441.99 P/E (TTM): 77.07X Cap: $50.57B
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• Topicus.com Inc. (TOI $91.94)
  • $91.94 P/E (TTM): 312.2X Cap: $12.25B
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• Lumine Group Inc. (LMN $22.16)
  • $22.16 P/E (TTM): 90.16X Cap: $5.68B
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Q: Hi Peter, can I get your thoughts on Mark Leonard’s announcement not to stay as a board of directors of CSU. He is staying on with their PEMs strategy as an advisor. Does this change your view at all at how you look at the three companies and how do you think the market will react.

Upvote 9

Read Answer Asked by Frank on March 30, 2026

• Canadian National Railway Company (CNR $143.18)
  • $143.18 P/E (TTM): 18.25X Cap: $87.45B
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• Constellation Software Inc. (CSU $2,441.99)
  • $2,441.99 P/E (TTM): 77.07X Cap: $50.57B
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• Alimentation Couche-Tard Inc. (ATD $78.85)
  • $78.85 P/E (TTM): 21.11X Cap: $71.16B
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Q: In response to a recent question on companies worth considering, 5i suggested ATD, CSU and CNR. I have 'some basic understanding' of ATD's and CNR's business, strengths, and financials. Just now taking an initial look at CSU, and wondering, how does a company with a P/E ratio (using 2025 EPS) of roughly 100, more debt than equity, and a negligible dividend rate so highly in today's uncertain environment?

Upvote 4

Read Answer Asked by Edward on March 30, 2026

• WSP Global Inc. (WSP $216.50)
  • $216.50 P/E (TTM): 29.55X Cap: $28.99B
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• Stantec Inc. (STN $120.26)
  • $120.26 P/E (TTM): 28.74X Cap: $13.44B
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• AtkinsRéalis Group Inc. (ATRL $89.50)
  • $89.50 P/E (TTM): 6.16X Cap: $15.17B
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Q: I bought ATRL late last year. For a while it was gaining bit by bit. Now it is losing steam. It looks as if it should be a good buy. What do you think?

Upvote 5

Read Answer Asked by christianne on March 30, 2026