Investment Q&A

• WSP Global Inc. (WSP $224.92)
  • $224.92 P/E (TTM): 32.34X Cap: $29.37B
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• Stantec Inc. (STN $123.49)
  • $123.49 P/E (TTM): 28.41X Cap: $14.08B
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• Topicus.com Inc. (TOI $90.06)
  • $90.06 P/E (TTM): 740.92X Cap: $7.43B
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Q: These 3 companies: STN; WSP; TOI reported year end and quarterly financials today. I'd be interested on your thoughts regarding the results for each and going forward. Three questions in one. Deduct as many credits/ points as needed. Thanks.
Robert

Upvote 1

Read Answer Asked by Robert on February 26, 2026

• Capital Power Corporation (CPX $62.92)
  • $62.92 P/E (TTM): 22.01X Cap: $9.78B
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Q: Would you consider Capital Power on a list of halo stocks and powering AI? Or was it excluded purposely? I mainly mention this because I thought previously they had been tied to natural gas powered AI data centre's in Alberta? Disclosure: I own it but am very open to upgrading to something materially better in that sector.

Upvote 1

Read Answer Asked by Kel on February 26, 2026

• Banco Santander S.A. Sponsored ADR (Spain) (SAN $13.21)
  • $13.21 P/E (TTM): 16.48X Cap: $218.49B
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Q: Your thoughts on this foreign financial company
thank you 5i

Upvote 1

Read Answer Asked by David on February 26, 2026

• Arista Networks Inc. (ANET $132.89)
  • $132.89 P/E (TTM): 46.34X Cap: $166.98B
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Q: Is this a good price range to pick up some Arista stock?

thnx

Upvote 1

Read Answer Asked by David on February 26, 2026

• Topicus.com Inc. (TOI $90.06)
  • $90.06 P/E (TTM): 740.92X Cap: $7.43B
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Q: Please comment on Topicus earnings.

Do you consider these results to help dissipate the AI related fears ?

Thanks

Upvote 1

Read Answer Asked by rajeev on February 26, 2026

• Boyd Group Services Inc. (BYD $230.92)
  • $230.92 P/E (TTM): 234.31X Cap: $6.42B
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Q: Does "BYD" reported earnings yet? If yes, could you please analyze the earnings, and give a guidance on buy, hold or sell.

Thanks,

Upvote 1

Read Answer Asked by Lin on February 26, 2026

• Loblaw Companies Limited (L $63.80)
  • $63.80 P/E (TTM): 11.14X Cap: $76.26B
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Q: Thoughts on the quarter please?

Upvote 1

Read Answer Asked by blake on February 26, 2026

• Celestica Inc. (CLS $402.54)
  • $402.54 P/E (TTM): 49.65X Cap: $46.30B
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• 5N Plus Inc. (VNP $29.93)
  • $29.93 P/E (TTM): 42.59X Cap: $2.66B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $200.21)
  • $200.21 P/E (TTM): 30.07X Cap: $2.38B
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Q: Do you have a few TSX or dual listed companies that are building or developing hardware for the AI future. Any favourites ?

Upvote 1

Read Answer Asked by Clarence on February 26, 2026

• RTX Corporation (RTX $195.98)
  • $195.98 P/E (TTM): 40.71X Cap: $263.06B
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Q: What are your current thoughts regarding RTX? Is this a favorite defense stock or are there others you are favoring? If so, why?
Thank you.

Upvote 1

Read Answer Asked by Calvin on February 26, 2026

Q: I am wondering about the tax deductions on the US side when a closed end fund is held in a a LIF account.
Does the US withhold t’as at source?
Thanks.

Upvote 1

Read Answer Asked by Catherine on February 26, 2026

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $67.67)
  • $67.67 P/E (TTM): 30.6X Cap: $108.99B
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Q: what is your view on BAM for 2026?

Upvote 1

Read Answer Asked by Robert on February 26, 2026

• Bank of Montreal (BMO $202.52)
  • $202.52 P/E (TTM): 16.06X Cap: $143.56B
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• Sun Life Financial Inc. (SLF $89.57)
  • $89.57 P/E (TTM): 22.12X Cap: $49.61B
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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: How would you rank from best to average, BN:CA, BMO:CA, BAM:CA, TRI:CA and SLF:CA for my grandchildren's TFSA. The TFSA contents would be given to them in about 10 to15 years.
Thank you,
Frank

Upvote 1

Read Answer Asked by Frank on February 26, 2026

Q: What kind of companies should be bought in a non-registered account? I don't want to trade them. I can't add to my registered accounts.

Upvote 1

Read Answer Asked by John on February 26, 2026

• BMO S&P 500 Index ETF (ZSP $104.10)
  • $104.10 P/E (TTM): 25.89X Cap: $21.52B
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• Vanguard S&P 500 Index ETF (VFV $168.78)
  • $168.78 P/E (TTM): 26.01X Cap: $28.70B
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Q: Is VFV more suitable than ZSP for US exposure in TFSA?

Upvote 2

Read Answer Asked by Hali on February 26, 2026

• Loblaw Companies Limited (L $63.80)
  • $63.80 P/E (TTM): 11.14X Cap: $76.26B
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• EQB Inc. (EQB $116.90)
  • $116.90 P/E (TTM): 17.76X Cap: $4.39B
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Q: Just wondering what your thoughts are on Loblaws selling PC Financial to EQB. Were any terms disclosed.?

Upvote 1

Read Answer Asked by KEITH on February 26, 2026

• Microsoft Corporation (MSFT $400.60)
  • $400.60 P/E (TTM): 24.04X Cap: $2.97T
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Q: Peter; With Trump stating that the big tech companies are going to supply their own power - meeting next week- could you foresee outright purchases of existing power companies? Thanks.
Rod

Upvote 1

Read Answer Asked by Rodney on February 26, 2026

• Sprott Inc. (SII $222.09)
  • $222.09 P/E (TTM): 22.25X Cap: $5.54B
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Q: What are the earnings estimates for 2026?

Upvote 1

Read Answer Asked by Robert on February 26, 2026

• Bank of Nova Scotia (The) (BNS $103.86)
  • $103.86 P/E (TTM): 25.56X Cap: $128.03B
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• Canadian Imperial Bank Of Commerce (CM $137.85)
  • $137.85 P/E (TTM): 15.85X Cap: $127.57B
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• National Bank of Canada (NA $189.23)
  • $189.23 P/E (TTM): 17.65X Cap: $73.85B
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Q: I would like to sell one of these bank stocks. In what order would you sell? Are there any of the Cdn banks that you feel are over priced or have less upside potential? Thanks for your exceptional service.

Upvote 1

Read Answer Asked by Nancy on February 26, 2026

• Lumine Group Inc. (LMN $20.46)
  • $20.46 P/E (TTM): 74.82X Cap: $5.25B
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Q: When does Lumine Group report and what are the estimates ? Thanks

Upvote 1

Read Answer Asked by rajeev on February 26, 2026

• Vanguard S&P 500 ETF (VOO $637.53)
  • $637.53 P/E (TTM): 25.69X Cap: $843.86B
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• Invesco S&P 500 Equal Weight ETF (RSP $203.58)
  • $203.58 P/E (TTM): 19.95X Cap: $87.07B
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Q: I am having trouble deciding between market weighted versus equal-weighted ETF's.

Is it true that equal weighted portfolios often have a higher Sharpe ratio (better risk-adjusted return) but exhibit higher volatility (roughly 10% more) than market-cap weighted ones?

Upvote 1

Read Answer Asked by Ernest on February 26, 2026