Investment Q&A

• Micron CDR (CAD Hedged) (MU $95.40)
  • $95.40 P/E (TTM): 56.41X Cap: $644.67B
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Q: Can you elaborate on why you prefer Micron over Hynix? I've seen some others prefer Hynix since apparently they are at much lower valuation for similar growth metrics? Is it due to more comfort with a US company? Or correct me on my above statement as needed.

Upvote 2

Read Answer Asked by Kel on February 23, 2026

• WSP Global Inc. (WSP $224.92)
  • $224.92 P/E (TTM): 32.34X Cap: $29.37B
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• TFI International Inc. (TFII $155.82)
  • $155.82 P/E (TTM): 40.73X Cap: $12.80B
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• Thomson Reuters Corporation (TRI $135.92)
  • $135.92 P/E (TTM): 20.99X Cap: $60.46B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.36)
  • $62.36 P/E (TTM): 88.8X Cap: $140.01B
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Q: Having wanting to diversify from my non registered account of mainly banks, utilities and pipelines, I have followed these 4 stocks for quite sometime. Bought BN ( up ) a year ago and WSP just recently; both half positions. Now is too early for TRI as it is impossible to determine the winners and losers in the software AI issue besides I already own LMN ( down down ) in my TFSA. Based on management’s handling of previous downturns, I have TFII on the radar. Are there any large Canadian companies with international exposure you would suggest ? Should I just bring BN and WSP up to full position? I am looking at BIPC but would that be too much Brookfield ?
I stay away from oil and commodity companies.
Thanks . Derek

Upvote 8

Read Answer Asked by Derek on February 23, 2026

• Franco-Nevada Corporation (FNV $376.46)
  • $376.46 P/E (TTM): 57.31X Cap: $72.57B
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• Wheaton Precious Metals Corp. (WPM $215.24)
  • $215.24 P/E (TTM): 71.17X Cap: $97.72B
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• Agnico Eagle Mines Limited (AEM $328.69)
  • $328.69 P/E (TTM): 27.38X Cap: $164.68B
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• iShares S&P/TSX Global Gold Index ETF (XGD $66.52)
  • $66.52 P/E (TTM): 8.01X Cap: $5.14B
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• Triple Flag Precious Metals Corp. (TFPM $54.53)
  • $54.53 P/E (TTM): 33.11X Cap: $11.26B
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• Aris Mining Corporation (ARIS $30.20)
  • $30.20 P/E (TTM): 115.25X Cap: $6.12B
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Q: Is gold still a buy at today's price. If so what would be your top 3 gold stocks or etfs to buy and why. Or is there a different material that you would prefer today and if so please list your top 3 stocks or etfs for them and why.
Thank you

Upvote 13

Read Answer Asked by Rick on February 23, 2026

• iShares S&P/TSX Capped Materials Index ETF (XMA $53.44)
  • $53.44 P/E (TTM): 7.76X Cap: $780M
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Q: What would be the best way to invest in Canadian materials at this time?

Thanks as always.
David

Upvote 8

Read Answer Asked by David on February 23, 2026

• iShares Global Infrastructure ETF (IGF $69.14)
  • $69.14 P/E (TTM): 4.14X Cap: $10.17B
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Q: BROOKFIELD GLOBAL INFRASTRUCTURE ETF (TOLZ]

Your opinion, buy, maybe, no?

Thank you.

Upvote 3

Read Answer Asked by Ross on February 23, 2026

• Rocket Lab Corporation (RKLB $70.20)
  • $70.20 Cap: $37.49B
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• Rigetti Computing Inc. (RGTI $17.63)
  • $17.63 Cap: $5.81B
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Q: 3 growth stocks

Which one would you think would be the best to buy or none of them?

Rocket Lab (RKLB)

Rigetti Computing (RGTI)

Regencell Bioscience (RGC)

Thank you.

Upvote 4

Read Answer Asked by Ross on February 23, 2026

• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.66)
  • $16.66 P/E (TTM): 20.44X Cap: $1.04B
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Q: Hello,
Can you please recommend 2 USD ETF equivalent to XHY? I would prefer to buy in USD for currency diversification. Thank you.

Upvote 2

Read Answer Asked by Pierre on February 23, 2026

• Sharplink Inc. (SBET $7.44)
  • $7.44 Cap: $1.46B
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Q: what are your thoughts today about this company? value trap or good opportunity when digital assets come back into favour.

Dave

Upvote 1

Read Answer Asked by Dave on February 23, 2026

• iShares S&P/TSX Capped Energy Index ETF (XEG $23.15)
  • $23.15 P/E (TTM): 12.5X Cap: $1.78B
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Q: In response to a question from Pat, you suggested a 10% to 12% weighting in the oil/gas sector instead of the 16.44% in the TSX. If I didn't want to buy individual companies for oil/gas, what ETF/ETFs would you suggest to make up the 10% to 12%? If more than one ETF, what percentage would you have in each?

Upvote 5

Read Answer Asked by Larry M. on February 23, 2026

• iShares Global Infrastructure ETF (IGF $69.14)
  • $69.14 P/E (TTM): 4.14X Cap: $10.17B
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Q: TOLZ or TOLL WHICH TO BUY?

TOLL looks better.

An ETF better than TOLL?

Thank you.

Upvote 1

Read Answer Asked by Ross on February 23, 2026

• Kinross Gold Corporation (K $49.30)
  • $49.30 P/E (TTM): 18.39X Cap: $59.15B
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Q: What is your opinion of yesterday's quarterly report, in comparison to other companies like AEM? Is the Ontario Government announcement that it will fast-track the Great Bear Project, which is potentially huge, significant? Or too early to tell?

Upvote 4

Read Answer Asked by John on February 23, 2026

Q: Both GSY (go easy) and Well health float at annual lows. When are they expected to report? Is the current valuation "fair value" given what we know today? or are they trading at a discount

Upvote 6

Read Answer Asked by Mark on February 23, 2026

• Micron Technology Inc. (MU $429.00)
  • $429.00 P/E (TTM): 40.02X Cap: $482.84B
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• Teradyne Inc. (TER $342.82)
  • $342.82 P/E (TTM): 91.79X Cap: $53.67B
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• Axon Enterprise Inc. (AXON $520.18)
  • $520.18 P/E (TTM): 133.58X Cap: $41.29B
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• EnerSys (ENS $169.91)
  • $169.91 P/E (TTM): 20.75X Cap: $6.26B
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Q: Can you please rank the following stocks in order for a 5+ year hold and a reason please ?
ENS, MU, TER and AXON

Thank you

Upvote 8

Read Answer Asked by Nick on February 23, 2026

• Capstone Copper Corp. (CS $14.37)
  • $14.37 P/E (TTM): 25.32X Cap: $10.96B
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Q: How do you rate Capstone after some negative company releases?

Upvote 4

Read Answer Asked by Maurice on February 23, 2026

• goeasy Ltd. (GSY $110.28)
  • $110.28 P/E (TTM): 7.89X Cap: $1.77B
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• Propel Holdings Inc. (PRL $21.74)
  • $21.74 P/E (TTM): 9.8X Cap: $855M
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• Klarna Group plc (KLAR $14.95)
  • $14.95 Cap: $10.74B
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Q: I am seeking to increase my international exposure and financials. What do you think of this company at this current price? To what extent are current metrics comparable to other financials such as PRL or GSY? It is significantly lower than the IPO price and the prospects for growth has not disappeared. Buy, Sell, Hold? If a buy, would you recommend buying a third, half, or full position?

Upvote 4

Read Answer Asked by Patrik on February 23, 2026

• Global X US Dollar Currency ETF (DLR.U $10.18)
  • $10.18 P/E (TTM): 13.15X Cap: $203M
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• Digital Realty Trust Inc. (DLR $179.59)
  • $179.59 P/E (TTM): 49.19X Cap: $61.70B
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Q: I understand that both DLR and DLR.U trade on the Toronto Stock Exchange: one in Canadian dollars and one in American dollars. Does this mean that I can run Norbert's Gambit on the TSX without involving the New York Exchange?

Upvote 5

Read Answer Asked by richard on February 22, 2026

Q: Has the downside potential to Celestica's connection to Microsoft ( in view of the rumoured production location change ) been clarified at all, in a way that might offer more longer term confidence in the stock?

Upvote 7

Read Answer Asked by Mark on February 20, 2026

• Ichor Holdings (ICHR $52.41)
  • $52.41 Cap: $1.81B
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• Ultra Clean Holdings Inc. (UCTT $67.32)
  • $67.32 Cap: $3.06B
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Q: Ultra Clean Holdings Inc(UCTT) Is up 200% since almost a year ago and Ichor Holdings, Ltd. (ICHR) has followed suit by 220%.

Can you explain why they move in tandem so often or is that a fluke? Why the meteoric rise in a year’s time? What do the companies do ?Please comment on the outlook for both, their balance sheets, on insider ownership buys/sells and the industry they serve. How does your opinion of them now compare to past opinions. Buy, hold or sell?

Upvote 3

Read Answer Asked by James on February 20, 2026

• Caterpillar Inc. (CAT $766.61)
  • $766.61 P/E (TTM): 40.22X Cap: $356.69B
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• Chevron Corporation (CVX $184.22)
  • $184.22 P/E (TTM): 26.01X Cap: $367.58B
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• Union Pacific Corporation (UNP $264.25)
  • $264.25 P/E (TTM): 22.04X Cap: $156.80B
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• Exxon Mobil Corporation (XOM $149.06)
  • $149.06 P/E (TTM): 21.91X Cap: $621.09B
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• Canadian National Railway Company (CNR $149.12)
  • $149.12 P/E (TTM): 20.46X Cap: $91.17B
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• Enbridge Inc. (ENB $71.69)
  • $71.69 P/E (TTM): 27.44X Cap: $156.42B
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• Fortis Inc. (FTS $77.81)
  • $77.81 P/E (TTM): 22.42X Cap: $39.47B
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• Hydro One Limited (H $57.98)
  • $57.98 P/E (TTM): 26.6X Cap: $34.77B
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• Nutrien Ltd. (NTR $99.15)
  • $99.15 P/E (TTM): 58.97X Cap: $47.92B
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• Comfort Systems USA Inc. (FIX $1,450.60)
  • $1,450.60 P/E (TTM): 48.91X Cap: $51.02B
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• Vertiv Holdings LLC Class A (VRT $262.19)
  • $262.19 P/E (TTM): 92.61X Cap: $100.31B
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• Constellation Energy Corporation (CEG $325.84)
  • $325.84 P/E (TTM): 33.65X Cap: $117.95B
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Q: What would be your top 5 suggestions for HALO stocks in both the canadian and US markets

Thank you

Yves

Upvote 30

Read Answer Asked by Yves on February 20, 2026

• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $24.87)
  • $24.87 P/E (TTM): 8.28X Cap: $582M
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Q: Could I get your view of Chorus Aviation.

Upvote 3

Read Answer Asked by Lloyd on February 20, 2026