Investment Q&A

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 $363.32)
  • $363.32 P/E (TTM): 53.68X Cap: $68.58B
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• Wheaton Precious Metals Corp. (WPM $211.60)
  • $211.60 P/E (TTM): 64.47X Cap: $96.07B
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• Royal Gold Inc. (RGLD $301.21)
  • $301.21 P/E (TTM): 39.54X Cap: $24.79B
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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 $3.49)
  • $3.49 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 $337.76)
  • $337.76 P/E (TTM): 45.95X Cap: $5.53B
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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 $20.76)
  • $20.76 Cap: $59.21B
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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 $145.96)
  • $145.96 P/E (TTM): 50.83X Cap: $203.49B
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• Freeport-McMoRan Inc. (FCX $63.63)
  • $63.63 P/E (TTM): 41.15X Cap: $90.27B
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• Cameco Corporation (CCO $181.66)
  • $181.66 P/E (TTM): 138.74X Cap: $79.09B
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• Arista Networks Inc. (ANET $150.15)
  • $150.15 P/E (TTM): 52.49X Cap: $184.72B
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• Southern Copper Corporation (SCCO $198.18)
  • $198.18 P/E (TTM): 36.98X Cap: $160.96B
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• Matrix Service Company (MTRX $13.87)
  • $13.87 Cap: $399M
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• GE Vernova Inc. (GEV $711.59)
  • $711.59 P/E (TTM): 107.41X Cap: $187.94B
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• TCW Transform Systems ETF (PWRD $101.87)
  • $101.87 P/E (TTM): 38.21X Cap: $998M
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• Defiance AI & Power Infrastructure ETF (AIPO $25.35)
  • $25.35 P/E (TTM): 43.37X Cap: $142M
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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 $960.78)
  • $960.78 P/E (TTM): 70.08X Cap: $430.67B
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• Alphabet Inc. (GOOG $336.28)
  • $336.28 P/E (TTM): 32.66X Cap: $4.03T
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• Microsoft Corporation (MSFT $481.63)
  • $481.63 P/E (TTM): 32.09X Cap: $3.57T
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• NVIDIA Corporation (NVDA $191.52)
  • $191.52 P/E (TTM): 45.87X Cap: $4.58T
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• Mastercard Incorporated (MA $521.37)
  • $521.37 P/E (TTM): 34.07X Cap: $468.18B
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• Visa Inc. (V $326.98)
  • $326.98 P/E (TTM): 32.0X Cap: $626.36B
  • View V Profile
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.97)
  • $52.97 P/E (TTM): 20.8X Cap: $23.77B
  • View XIC Profile
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• State Street SPDR S&P 500 ETF Trust (SPY $695.42)
  • $695.42 P/E (TTM): 26.22X Cap: $711.50B
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• INVESCO QQQ Trust (QQQ $633.22)
  • $633.22 P/E (TTM): 30.59X Cap: $416.91B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $113.92)
  • $113.92 P/E (TTM): 29.23X Cap: $2.06B
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• Palantir Technologies Inc. (PLTR $157.35)
  • $157.35 P/E (TTM): 395.0X Cap: $394.93B
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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 12

Read Answer Asked by Marty on January 26, 2026

• Planet Labs PBC Class A (PL $27.88)
  • $27.88 Cap: $8.27B
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• Electrovaya Inc. (ELVA $14.41)
  • $14.41 P/E (TTM): 156.58X Cap: $621M
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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 $243.01)
  • $243.01 P/E (TTM): 33.1X Cap: $2.61T
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• Broadcom Inc. (AVGO $333.24)
  • $333.24 P/E (TTM): 68.52X Cap: $1.57T
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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 $17.36)
  • $17.36 P/E (TTM): 101.4X Cap: $3.80B
  • View SVM Profile
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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 $53.35)
  • $53.35 P/E (TTM): 24.52X Cap: $31.99B
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• Toronto Dominion Bank (The) (TD $93.62)
  • $93.62 P/E (TTM): 11.16X Cap: $163.79B
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• Bank of Nova Scotia (The) (BNS $75.26)
  • $75.26 P/E (TTM): 25.18X Cap: $93.23B
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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 $39.35)
  • $39.35 Cap: $25.76B
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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 $61.86)
  • $61.86 P/E (TTM): 21.25X Cap: $16.60B
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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 $198.26)
  • $198.26 P/E (TTM): 21.93X Cap: $79.23B
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• Invesco S&P 500 Equal Weight Index ETF (EQL $40.79)
  • $40.79 P/E (TTM): 21.93X Cap: $1.51B
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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 $5.74)
  • $5.74 Cap: $1.04B
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• TD Health Sciences Fund - D Series (TDB3099 $23.66)
  • $23.66 P/E (TTM): 23.7X Cap: $378M
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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 $61.37)
  • $61.37 P/E (TTM): 7.71X Cap: $73.67B
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• Exchange Income Corporation (EIF $98.81)
  • $98.81 P/E (TTM): 36.24X Cap: $5.33B
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• Waste Connections Inc. (WCN $229.55)
  • $229.55 P/E (TTM): 70.2X Cap: $59.32B
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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

Q: Free cash flow is surging in the gold mining sector, and many miners carry little debt. Can we expect dividend increases from some of them?

Upvote 4

Read Answer Asked by James on January 26, 2026

• Micron Technology Inc. (MU $435.28)
  • $435.28 P/E (TTM): 52.38X Cap: $461.72B
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• Advanced Micro Devices Inc. (AMD $252.74)
  • $252.74 P/E (TTM): 126.11X Cap: $410.31B
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• uniQure N.V. (QURE $23.02)
  • $23.02 Cap: $1.57B
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• Lemonade Inc. (LMND $92.06)
  • $92.06 Cap: $6.55B
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• MP Materials Corp. (MP $67.01)
  • $67.01 Cap: $11.82B
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• AST SpaceMobile Inc. (ASTS $121.23)
  • $121.23 Cap: $44.49B
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• IREN Limited (IREN $62.94)
  • $62.94 P/E (TTM): 48.39X Cap: $19.69B
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• Rocket Lab Corporation (RKLB $88.57)
  • $88.57 Cap: $46.47B
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Q: RKNG This brand new Defiance ETF holds some high growth names. Could you examine the current holdings and provide your view on the potential here. Ms Jablonski has some vision so could this be a reasonable high risk small piece of one's portfolio in your view.

Upvote 1

Read Answer Asked by Ken on January 26, 2026

• Great-West Lifeco Inc. (GWO $63.72)
  • $63.72 P/E (TTM): 14.74X Cap: $58.85B
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• TC Energy Corporation (TRP $78.78)
  • $78.78 P/E (TTM): 23.26X Cap: $81.56B
  • View TRP Profile
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• Fortis Inc. (FTS $72.32)
  • $72.32 P/E (TTM): 20.66X Cap: $36.84B
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• AltaGas Ltd. (ALA $41.99)
  • $41.99 P/E (TTM): 16.17X Cap: $12.53B
  • View ALA Profile
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• Tourmaline Oil Corp. (TOU $63.67)
  • $63.67 P/E (TTM): 17.64X Cap: $24.35B
  • View TOU Profile
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• Capital Power Corporation (CPX $62.21)
  • $62.21 P/E (TTM): 20.33X Cap: $9.68B
  • View CPX Profile
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• Cogeco Communications Inc. Subordinate Voting Shares (CCA $66.49)
  • $66.49 P/E (TTM): 9.41X Cap: $2.85B
  • View CCA Profile
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• goeasy Ltd. (GSY $128.85)
  • $128.85 P/E (TTM): 9.43X Cap: $2.05B
  • View GSY Profile
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• Brookfield Infrastructure Partners L.P. (BIP.UN $47.85)
  • $47.85 P/E (TTM): 52.91X Cap: $22.11B
  • View BIP.UN Profile
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• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.74)
  • $5.74 Cap: $1.41B
  • View NWH.UN Profile
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.82)
  • $12.82 P/E (TTM): 30.51X Cap: $3.78B
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• Manulife Financial Corporation (MFC $37.72)
  • $37.72 P/E (TTM): 15.92X Cap: $62.30B
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.86)
  • $63.86 P/E (TTM): 92.37X Cap: $144.64B
  • View BN Profile
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Q: I am considering adding to these equities (ALA, BIP.UN, BN, CCA, CPX, DIR.UN, FTS, GSY, GWO, MFC, NWH.UN, TOU, TRP). Are there any you would not purchase more? In what order would you acquire for best overall combination of growth and dividend/distribution for the next two years.

Upvote 10

Read Answer Asked by David on January 26, 2026