Investment Q&A

• Miscellaneous (MISC)
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Q: I think I agree with Eric Nuttal that we have not yet seen the full impact of the middle east problems and that energy supplies will be tight for at least a few years. But seriously, who can really predict anything geopolitical these days?

In any case, if this is correct, would you be inclined to dump big energy consumers (e.g. NTR - which you like, and I own) in favour of energy producers? If so, would you go with oil & gas or renewables? Large caps or smaller caps? Suggestioned names most welcome!

Upvote 9

Read Answer Asked by David on March 30, 2026

• Micron Technology Inc. (MU $366.24)
  • $366.24 P/E (TTM): 34.81X Cap: $413.02B
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Q: What is causing the big drop in MU?

Upvote 4

Read Answer Asked by Gary on March 30, 2026

• Micron Technology Inc. (MU $366.24)
  • $366.24 P/E (TTM): 34.81X Cap: $413.02B
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Q: I'm getting very nervous. Do you think that Micron is still a "lay up"? I think margin will be intact for at least the next couple of quarters, but what do you think of their longer term expectation (eg the next two years? How low can it go before it stops cratering?

Upvote 4

Read Answer Asked by arnold on March 30, 2026

• Freeport-McMoRan Inc. (FCX $61.38)
  • $61.38 P/E (TTM): 40.38X Cap: $88.21B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $73.51)
  • $73.51 P/E (TTM): 26.06X Cap: $35.98B
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• Lundin Mining Corporation (LUN $35.04)
  • $35.04 Cap: $29.94B
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• Capstone Copper Corp. (CS $10.99)
  • $10.99 P/E (TTM): 19.71X Cap: $8.39B
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• Ivanhoe Mines Ltd. (IVN $10.44)
  • $10.44 P/E (TTM): 40.4X Cap: $14.84B
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• Southern Copper Corporation (SCCO $177.83)
  • $177.83 P/E (TTM): 34.28X Cap: $145.66B
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Q: Even though copper has sold off, I still think it is going to be needed for data centres etc. I would like your opinion and some stock suggestions to purchase now after the pullback.

Thanks Dave

Upvote 8

Read Answer Asked by David on March 30, 2026

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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 19

Read Answer Asked by Terry on March 30, 2026

• State Street Financial Select Sector SPDR ETF (XLF $49.53)
  • $49.53 P/E (TTM): 16.77X Cap: $48.62B
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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 22

Read Answer Asked by Clayton on March 30, 2026

• Broadcom Inc. (AVGO $314.55)
  • $314.55 P/E (TTM): 66.22X Cap: $1.48T
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• Meta Platforms Inc. (META $574.46)
  • $574.46 P/E (TTM): 24.46X Cap: $1.45T
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• Microsoft Corporation (MSFT $373.46)
  • $373.46 P/E (TTM): 23.36X Cap: $2.77T
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• NVIDIA Corporation (NVDA $177.39)
  • $177.39 P/E (TTM): 36.2X Cap: $4.31T
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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 11

Read Answer Asked by richard on March 30, 2026

• Stingray Group Inc. Subordinate Voting and Variable Subordinate Voting Shares (RAY $15.24)
  • $15.24 Cap: $1.03B
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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 $0.60)
  • $0.60 Cap: $72M
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• Pulsar Helium Inc. (PLSR $1.82)
  • $1.82 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 $202.33)
  • $202.33 P/E (TTM): 144.52X Cap: $141.17B
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• T-Mobile US Inc. (TMUS $201.40)
  • $201.40 P/E (TTM): 20.72X Cap: $221.91B
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• Verizon CDR (CAD Hedged) (VZ $20.97)
  • $20.97 P/E (TTM): 12.17X 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 $209.77)
  • $209.77 P/E (TTM): 29.26X Cap: $2.25T
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• Broadcom Inc. (AVGO $314.55)
  • $314.55 P/E (TTM): 66.22X Cap: $1.48T
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• Alphabet Inc. (GOOGL $295.77)
  • $295.77 P/E (TTM): 27.36X Cap: $3.57T
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• Microsoft Corporation (MSFT $373.46)
  • $373.46 P/E (TTM): 23.36X Cap: $2.77T
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• NVIDIA Corporation (NVDA $177.39)
  • $177.39 P/E (TTM): 36.2X Cap: $4.31T
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• Visa Inc. (V $300.80)
  • $300.80 P/E (TTM): 28.24X Cap: $576.33B
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• S&P Global Inc. (SPGI $431.16)
  • $431.16 P/E (TTM): 29.43X Cap: $130.69B
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• Arista Networks Inc. (ANET $126.68)
  • $126.68 P/E (TTM): 46.07X Cap: $159.17B
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• Transdigm Group Incorporated (TDG $1,167.00)
  • $1,167.00 P/E (TTM): 37.55X Cap: $65.90B
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• Axon Enterprise Inc. (AXON $412.81)
  • $412.81 P/E (TTM): 273.38X Cap: $33.18B
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• Heico Corporation (HEI $271.77)
  • $271.77 P/E (TTM): 53.71X Cap: $37.91B
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• Vertiv Holdings LLC Class A (VRT $261.29)
  • $261.29 P/E (TTM): 76.62X Cap: $99.96B
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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 11

Read Answer Asked by sam on March 30, 2026

• Hamilton Enhanced Canadian Bank ETF (HCAL $37.42)
  • $37.42 P/E (TTM): 15.2X Cap: $802M
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• Hamilton Enhanced Canadian Covered Call ETF (HDIV $21.31)
  • $21.31 P/E (TTM): 20.4X Cap: $1.40B
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• Hamilton Enhanced Canadian Financials ETF (HFIN $25.60)
  • $25.60 P/E (TTM): 13.62X Cap: $343M
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• Hamilton Enhanced U.S. Covered Call ETF (HYLD $13.48)
  • $13.48 P/E (TTM): 28.25X Cap: $965M
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• Hamilton Enhanced Utilities ETF (HUTS $15.59)
  • $15.59 P/E (TTM): 13.79X Cap: $217M
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• Harvest Healthcare Leaders Enhanced Income ETF (HHLE $8.30)
  • $8.30 P/E (TTM): 23.27X Cap: $92M
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• Harvest Tech Achievers Enhanced Income ETF (HTAE $14.95)
  • $14.95 P/E (TTM): 35.06X Cap: $77M
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• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.67)
  • $15.67 P/E (TTM): 16.66X Cap: $2.09B
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• Global X Enhanced S&P 500 Index ETF (USSL $26.52)
  • $26.52 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 $125.58)
  • $125.58 P/E (TTM): 27.72X Cap: $55.73B
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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 8

Read Answer Asked by Don on March 30, 2026

• Pason Systems Inc. (PSI $13.07)
  • $13.07 P/E (TTM): 19.51X Cap: $1.01B
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• Enerflex Ltd. (EFX $27.99)
  • $27.99 P/E (TTM): 40.35X Cap: $3.40B
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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 $1.53)
  • $1.53 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 10

Read Answer Asked by Ian on March 30, 2026

• Brookfield Corporation Class A Limited Voting Shares (BN $56.93)
  • $56.93 P/E (TTM): 77.51X Cap: $127.35B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $61.88)
  • $61.88 P/E (TTM): 30.33X Cap: $101.36B
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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 8

Read Answer Asked by james on March 30, 2026

• Visa Inc. (V $300.80)
  • $300.80 P/E (TTM): 28.24X Cap: $576.33B
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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 $32.93)
  • $32.93 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