Investment Q&A

• Canadian National Railway Company (CNR $147.89)
  • $147.89 P/E (TTM): 19.87X Cap: $90.41B
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• Canadian Pacific Kansas City Limited (CP $114.37)
  • $114.37 P/E (TTM): 24.8X Cap: $102.78B
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Q: The Canadian Investor Podcast gave CNR a right pasting for the capital allocation, specifically blaming them for borrowing money to purchase buybacks.

Can you speak to the management of each company? Which is the better long-term hold?

Upvote 4

Read Answer Asked by Kevin on February 17, 2026

• Quanta Services Inc. (PWR $525.13)
  • $525.13 P/E (TTM): 77.64X Cap: $78.30B
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• EnerSys (ENS $178.06)
  • $178.06 P/E (TTM): 22.21X Cap: $6.60B
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• GE Vernova Inc. (GEV $819.15)
  • $819.15 P/E (TTM): 45.34X Cap: $216.19B
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Q: If you had to choose between GE Vernova (GEV), Quanta Services (PWR) and Enersys (ENS), what would be your favorite?

Upvote 4

Read Answer Asked by John on February 17, 2026

• WSP Global Inc. (WSP $222.73)
  • $222.73 P/E (TTM): 33.08X Cap: $29.09B
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Q: WSP stock has been dropping like a rock lately. Do you know why? Do you have any reason to expect Q4 earnings to be lower (or higher) than expectations of about 2.62? How confident are you of earnings progress in years going forward.? I'm thinking of buying this dip (or selling puts underneath it)

Upvote 3

Read Answer Asked by arnold on February 17, 2026

Q: Zero Point Cryogenics

What is your opinion on this company.

Will it become public?

Thank you.

Upvote 1

Read Answer Asked by Ross on February 17, 2026

• Constellation Software Inc. (CSU $2,258.18)
  • $2,258.18 P/E (TTM): 55.25X Cap: $49.94B
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Q: Dear Peter et al:

You have alluded to poor "Sentiment" as an important factor in poor performance of certain stocks. (CSU & it's off springs plus SaaS companies)

What kind of metrics and tools that you use to measure "Sentiment"?
Price or volume or Technical indicators or any other tools from proprietary services?

Many thanks.

Upvote 3

Read Answer Asked by Savalai on February 17, 2026

• Air Canada Voting and Variable Voting Shares (AC $20.53)
  • $20.53 Cap: $6.04B
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Q: Hi,
I have been holding AC for about 6 years, It's been going up and down, now with a little bit 14% gain in total. It is going to report earnings on the 13th. What is your view of its earnings this time? Should I hold on to this stock or move to some more promising ones?

Thanks a lot!

Upvote 1

Read Answer Asked by Jane on February 17, 2026

• Acadia Healthcare Company Inc. (ACHC $16.42)
  • $16.42 P/E (TTM): 14.21X Cap: $1.43B
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Q: thoughts on this company its at a 14 year low with a PE of 5.32,what can you tell me about management,headwinds,tailwinds and debt.. would you buy it here for a 1-3 year hold...thanks

Upvote 1

Read Answer Asked by Greg on February 17, 2026

• goeasy Ltd. (GSY $123.17)
  • $123.17 P/E (TTM): 8.85X Cap: $1.97B
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Q: If GSY had completed any share buybacks in January would these have been reported in the regulatory findings by now?

Upvote 5

Read Answer Asked by Jim on February 17, 2026

• BMO International Dividend ETF (ZDI $31.50)
  • $31.50 P/E (TTM): 18.89X Cap: $821M
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• Vanguard All-Equity ETF Portfolio (VEQT $55.46)
  • $55.46 P/E (TTM): 11.69X Cap: $11.63B
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• Manulife Smart International Dividend ETF (IDIV.B $19.74)
  • $19.74 P/E (TTM): 22.58X Cap: $1.04B
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Q: Hello,
For international exposure, I was thinking of buying equal amounts of Vanguard VEQT, and Bmo ZDI or should i diversify and buy equal amounts of the two plus the Manulife IDIV-B international dividend etf . These 2 or 3 three (based on your view) would be in addition to the US ETF , VUN on toronto and XIU on toronto ..Your comments would be appreciated .

Upvote 2

Read Answer Asked by umedali on February 17, 2026

• Constellation Software Inc. (CSU $2,258.18)
  • $2,258.18 P/E (TTM): 55.25X Cap: $49.94B
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• Cameco Corporation (CCO $154.06)
  • $154.06 P/E (TTM): 127.22X Cap: $67.09B
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• Element Fleet Management Corp. (EFN $33.24)
  • $33.24 P/E (TTM): 23.54X Cap: $13.54B
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• WSP Global Inc. (WSP $222.73)
  • $222.73 P/E (TTM): 33.08X Cap: $29.09B
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• Celestica Inc. (CLS $390.87)
  • $390.87 P/E (TTM): 46.63X Cap: $43.91B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $154.80)
  • $154.80 P/E (TTM): 84.58X Cap: $201.87B
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• 5N Plus Inc. (VNP $27.09)
  • $27.09 P/E (TTM): 41.67X Cap: $2.41B
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• EQB Inc. (EQB $120.02)
  • $120.02 P/E (TTM): 17.77X Cap: $4.42B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $123.18)
  • $123.18 Cap: $13.69B
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• Zedcor Inc. (ZDC $5.99)
  • $5.99 P/E (TTM): 422.86X Cap: $624M
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• Galaxy Digital Inc. Class A common stock (GLXY $29.09)
  • $29.09 Cap: $11.51B
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• Topicus.com Inc. (TOI $83.73)
  • $83.73 P/E (TTM): 720.22X Cap: $7.18B
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• MDA Space Ltd. (MDA $37.01)
  • $37.01 P/E (TTM): 41.06X Cap: $4.67B
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $80.46)
  • $80.46 P/E (TTM): 52.36X Cap: $8.56B
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Q: How would you rank the listed names today for new positions in the TFSA of a growth oriented investor?

Upvote 19

Read Answer Asked by Andrew on February 17, 2026

• Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares (BNT $65.23)
  • $65.23 P/E (TTM): 6.98X Cap: $20.01B
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Q: I saw a news item about Brookfield taking Wealth Solutions back into the fold. Is this true, and if so, what would the mechanics be?

Upvote 2

Read Answer Asked by Margot on February 17, 2026

• Information Services Corporation Class A Limited Voting Shares (ISC $50.00)
  • $50.00 P/E (TTM): 30.23X Cap: $825M
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Q: I saw news item suggesting Information Services was up for sale. Any truth to this?

Upvote 1

Read Answer Asked by Margot on February 17, 2026

• Expedia Group Inc. (EXPE $200.42)
  • $200.42 P/E (TTM): 21.77X Cap: $26.05B
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• Constellation Software Inc. (CSU $2,258.18)
  • $2,258.18 P/E (TTM): 55.25X Cap: $49.94B
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• Lumine Group Inc. (LMN $18.10)
  • $18.10 P/E (TTM): 70.94X Cap: $4.64B
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Q: You guys must be getting annoyed with all the questions on these companies, but I will press my luck with one more from a slightly different angle. I own them and I am trying to determine how low they go if earnings and commentary show any kind of slowdown. I am trying to better understand the risk/reward in continuing to hold versus just stepping aside until there is a clear reversal in trend. I am thinking that if there is no growth or a reduction in sales and earnings these could still fall much further, and I am hoping for your thoughts on how much.
Thanks

Upvote 20

Read Answer Asked by Robert on February 13, 2026

• Ondas Inc (ONDS $10.05)
  • $10.05 Cap: $4.18B
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• Sportradar Group AG (SRAD $16.84)
  • $16.84 Cap: $5.04B
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Q: I am holding a small position in SRAD and I am down -30% on that investment. I was thinking of switching to ONDS which is also down from its peak similar percentage, in hope for a faster recovery. Would you endorse such a switch?
Thank you
Rob

Upvote 3

Read Answer Asked by Mariusz on February 13, 2026

• Sylogist Ltd. (SYZ $4.04)
  • $4.04 Cap: $94M
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Q: Anything moving Sylogist on big volume today?

Upvote 2

Read Answer Asked by blake on February 13, 2026

• Cameco Corporation (CCO $154.06)
  • $154.06 P/E (TTM): 127.22X Cap: $67.09B
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• Silvercorp Metals Inc. (SVM $14.22)
  • $14.22 P/E (TTM): 91.89X Cap: $3.29B
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• Global X Silver Miners ETF (SIL $97.54)
  • $97.54 P/E (TTM): 40.12X Cap: $6.42B
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Q: I own both and just wonder if both SIL and SVM are needed? I would sell one to buy CCO.

Thanks

Upvote 3

Read Answer Asked on February 13, 2026

• Magna International Inc. (MG $91.11)
  • $91.11 P/E (TTM): 18.82X Cap: $26.35B
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Q: Your thoughts please on their quarter?

Upvote 4

Read Answer Asked by blake on February 13, 2026

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $150.43)
  • $150.43 P/E (TTM): 49.9X Cap: $7.62B
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Q: Hello, can you comment on their latest earnings? Thanks

Upvote 1

Read Answer Asked by jean on February 13, 2026

Q: For those interested in other HALO perspectives - the above podcast (Josh Brown-CNBC/Ritholtz) released a HALO episode earlier in the week.

Upvote 4

Read Answer Asked by Brant on February 13, 2026

• Broadcom Inc. (AVGO $332.54)
  • $332.54 P/E (TTM): 68.46X Cap: $1.57T
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• KLA Corporation (KLAC $1,470.19)
  • $1,470.19 P/E (TTM): 42.62X Cap: $192.70B
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• Lam Research Corporation (LRCX $235.58)
  • $235.58 P/E (TTM): 48.36X Cap: $294.12B
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• Micron Technology Inc. (MU $399.78)
  • $399.78 P/E (TTM): 39.13X Cap: $449.95B
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• NVIDIA Corporation (NVDA $184.97)
  • $184.97 P/E (TTM): 45.36X Cap: $4.49T
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• Emerson Electric Company (EMR $148.85)
  • $148.85 P/E (TTM): 36.67X Cap: $83.62B
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• Eaton Corporation PLC (ETN $391.49)
  • $391.49 P/E (TTM): 38.92X Cap: $152.05B
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• NRG Energy Inc. (NRG $173.45)
  • $173.45 P/E (TTM): 25.79X Cap: $33.58B
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• Rockwell Automation Inc. (ROK $388.47)
  • $388.47 P/E (TTM): 45.12X Cap: $43.64B
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• Advanced Micro Devices Inc. (AMD $203.08)
  • $203.08 P/E (TTM): 102.13X Cap: $330.62B
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• Take-Two Interactive Software Inc. (TTWO $193.87)
  • $193.87 Cap: $35.78B
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• MasTec Inc. (MTZ $267.93)
  • $267.93 P/E (TTM): 64.02X Cap: $20.93B
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• Elastic N.V. (ESTC $60.44)
  • $60.44 Cap: $6.48B
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• Clear Channel Outdoor Holdings Inc. (CCO $2.38)
  • $2.38 Cap: $1.17B
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• EMCOR Group Inc. (EME $797.50)
  • $797.50 P/E (TTM): 32.23X Cap: $35.70B
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• Comfort Systems USA Inc. (FIX $1,337.75)
  • $1,337.75 P/E (TTM): 56.67X Cap: $47.19B
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• SPX Technologies Inc. (SPXC $241.60)
  • $241.60 P/E (TTM): 51.07X Cap: $12.04B
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• Pegasystems Inc. (PEGA $44.50)
  • $44.50 P/E (TTM): 20.53X Cap: $6.41B
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• Primoris Services Corporation (PRIM $162.38)
  • $162.38 P/E (TTM): 32.91X Cap: $8.99B
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• Vistra Corp. (VST $173.68)
  • $173.68 P/E (TTM): 63.05X Cap: $58.10B
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• BWX Technologies Inc. (BWXT $201.09)
  • $201.09 P/E (TTM): 60.18X Cap: $18.32B
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• Zoomd Technologies Ltd. (ZOMD $0.95)
  • $0.95 P/E (TTM): 4.07X Cap: $94M
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• Datadog Inc. (DDOG $122.56)
  • $122.56 P/E (TTM): 391.25X Cap: $44.14B
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• Vertiv Holdings LLC Class A (VRT $243.53)
  • $243.53 P/E (TTM): 88.5X Cap: $89.66B
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• Snowflake Inc. (SNOW $177.10)
  • $177.10 Cap: $62.37B
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• JFrog Ltd. (FROG $47.57)
  • $47.57 Cap: $6.15B
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• Roblox Corporation Class A (RBLX $63.00)
  • $63.00 Cap: $44.76B
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• Applovin Corporation (APP $376.38)
  • $376.38 P/E (TTM): 47.38X Cap: $131.98B
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• Constellation Energy Corporation (CEG $303.01)
  • $303.01 P/E (TTM): 33.04X Cap: $104.51B
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• Talen Energy Corporation (TLN $388.28)
  • $388.28 P/E (TTM): 86.0X Cap: $16.80B
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Q: Thank you for your just published special report on AI but will you soon publish a report listing the cos and sectors which will be negatively affected and whose moat will be disrupted?

Upvote 21

Read Answer Asked by simon on February 13, 2026