Investment Q&A

• Cameco Corporation (CCO $153.07)
  • $153.07 P/E (TTM): 170.83X Cap: $66.66B
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• Silvercorp Metals Inc. (SVM $15.53)
  • $15.53 Cap: $3.42B
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• Global X Silver Miners ETF (SIL $92.84)
  • $92.84 P/E (TTM): 29.93X Cap: $5.39B
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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 $75.23)
  • $75.23 P/E (TTM): 18.96X Cap: $21.20B
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Q: Your thoughts please on their quarter?

Upvote 3

Read Answer Asked by blake on February 13, 2026

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $150.15)
  • $150.15 P/E (TTM): 55.27X Cap: $7.67B
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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 $333.97)
  • $333.97 P/E (TTM): 66.2X Cap: $1.58T
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• KLA Corporation (KLAC $1,548.85)
  • $1,548.85 P/E (TTM): 44.83X Cap: $203.01B
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• Lam Research Corporation (LRCX $224.35)
  • $224.35 P/E (TTM): 45.31X Cap: $280.16B
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• Micron Technology Inc. (MU $377.58)
  • $377.58 P/E (TTM): 35.91X Cap: $425.80B
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• NVIDIA Corporation (NVDA $178.10)
  • $178.10 P/E (TTM): 36.25X Cap: $4.32T
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• Emerson Electric Company (EMR $134.64)
  • $134.64 P/E (TTM): 32.44X Cap: $75.66B
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• Eaton Corporation PLC (ETN $368.85)
  • $368.85 P/E (TTM): 34.82X Cap: $143.10B
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• NRG Energy Inc. (NRG $153.06)
  • $153.06 P/E (TTM): 37.36X Cap: $32.84B
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• Rockwell Automation Inc. (ROK $369.37)
  • $369.37 P/E (TTM): 42.01X Cap: $41.50B
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• Advanced Micro Devices Inc. (AMD $221.53)
  • $221.53 P/E (TTM): 83.09X Cap: $361.16B
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• Take-Two Interactive Software Inc. (TTWO $198.33)
  • $198.33 Cap: $36.72B
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• MasTec Inc. (MTZ $338.19)
  • $338.19 P/E (TTM): 66.39X Cap: $26.52B
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• Elastic N.V. (ESTC $49.82)
  • $49.82 Cap: $5.15B
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• Clear Channel Outdoor Holdings Inc. (CCO $2.37)
  • $2.37 Cap: $1.18B
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• EMCOR Group Inc. (EME $750.42)
  • $750.42 P/E (TTM): 26.84X Cap: $33.41B
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• Comfort Systems USA Inc. (FIX $1,424.91)
  • $1,424.91 P/E (TTM): 49.62X Cap: $50.12B
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• SPX Technologies Inc. (SPXC $195.43)
  • $195.43 P/E (TTM): 39.15X Cap: $9.80B
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• Pegasystems Inc. (PEGA $42.35)
  • $42.35 P/E (TTM): 19.89X Cap: $7.14B
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• Primoris Services Corporation (PRIM $148.95)
  • $148.95 P/E (TTM): 29.22X Cap: $8.01B
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• Vistra Corp. (VST $153.68)
  • $153.68 P/E (TTM): 69.54X Cap: $52.02B
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• BWX Technologies Inc. (BWXT $214.44)
  • $214.44 P/E (TTM): 60.5X Cap: $19.64B
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• Zoomd Technologies Ltd. (ZOMD $0.90)
  • $0.90 P/E (TTM): 3.89X Cap: $90M
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• Datadog Inc. (DDOG $116.54)
  • $116.54 P/E (TTM): 375.81X Cap: $41.23B
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• Vertiv Holdings LLC Class A (VRT $262.30)
  • $262.30 P/E (TTM): 75.87X Cap: $100.35B
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• Snowflake Inc. (SNOW $149.24)
  • $149.24 Cap: $51.59B
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• JFrog Ltd. (FROG $49.08)
  • $49.08 Cap: $5.87B
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• Roblox Corporation Class A (RBLX $57.50)
  • $57.50 Cap: $40.75B
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• Applovin Corporation (APP $410.44)
  • $410.44 P/E (TTM): 42.33X Cap: $138.43B
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• Constellation Energy Corporation (CEG $272.58)
  • $272.58 P/E (TTM): 37.18X Cap: $85.40B
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• Talen Energy Corporation (TLN $330.07)
  • $330.07 Cap: $14.98B
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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 22

Read Answer Asked by simon on February 13, 2026

• NRG Energy Inc. (NRG $153.06)
  • $153.06 P/E (TTM): 37.36X Cap: $32.84B
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• Vistra Corp. (VST $153.68)
  • $153.68 P/E (TTM): 69.54X Cap: $52.02B
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• Constellation Energy Corporation (CEG $272.58)
  • $272.58 P/E (TTM): 37.18X Cap: $85.40B
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Q: Please rank these independant power producers for a new buy and provide any other suggestion you may have. Thank you.

Upvote 6

Read Answer Asked by Ken on February 13, 2026

• Denison Mines Corp. (DML $4.86)
  • $4.86 Cap: $4.38B
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• Cameco Corporation (CCJ $110.23)
  • $110.23 P/E (TTM): 170.83X Cap: $47.92B
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• BWX Technologies Inc. (BWXT $214.44)
  • $214.44 P/E (TTM): 60.5X Cap: $19.64B
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• Uranium Energy Corp. (UEC $13.11)
  • $13.11 Cap: $6.54B
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• NuScale Power Corporation Class A (SMR $9.16)
  • $9.16 Cap: $3.09B
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• Oklo Inc. Class A (OKLO $46.59)
  • $46.59 Cap: $8.08B
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Q: Please let me know your thoughts on the following companies:
- BWXT
- SMR
- OKLO
- CCJ

- I understand the Ontario Government is using BWXT for certain projects...

Please rate the companies as a Must Own(1) to a Don't Bother(5)

- Also Please Suggest Alternatives in the Space...

Thanks,
M

Upvote 3

Read Answer Asked by michael on February 13, 2026

• Canadian National Railway Company (CNR $147.24)
  • $147.24 P/E (TTM): 19.28X Cap: $89.93B
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• Suncor Energy Inc. (SU $92.79)
  • $92.79 P/E (TTM): 18.9X Cap: $110.13B
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• Enbridge Inc. (ENB $75.56)
  • $75.56 P/E (TTM): 22.8X Cap: $164.89B
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• TC Energy Corporation (TRP $88.15)
  • $88.15 P/E (TTM): 27.07X Cap: $91.82B
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• Sun Life Financial Inc. (SLF $88.82)
  • $88.82 P/E (TTM): 14.38X Cap: $49.20B
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• Fortis Inc. (FTS $79.58)
  • $79.58 P/E (TTM): 22.59X Cap: $40.51B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $73.01)
  • $73.01 P/E (TTM): 26.12X Cap: $36.06B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $49.71)
  • $49.71 Cap: $22.89B
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• Hydro One Limited (H $59.27)
  • $59.27 P/E (TTM): 26.34X Cap: $35.54B
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• Nutrien Ltd. (NTR $107.01)
  • $107.01 P/E (TTM): 35.56X Cap: $51.72B
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Q: Under a scenario where Trump gets his aggressive rate cuts, US unemployment rises as lay-offs continue, U.S. personal debt delinquencies continue to rise and US national debt increases even further, what segments could see a lift? Segments to avoid? Please provide 10 favourite Canadian stocks under that scenario.

Upvote 19

Read Answer Asked by John on February 13, 2026

• TerraVest Industries Inc. (TVK $125.69)
  • $125.69 Cap: $2.72B
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Q: You've mentioned a few times that TVK has higher debt levels. Generally I would take a pass on high debt but did buy some a while back and have done okay. Is there reason to be concerned by the level of debt today? Under what scenarios would it be a problem, and what are your thoughts on the likelihood of those scenarios?

Thanks.

Upvote 7

Read Answer Asked by Alan on February 13, 2026

• iShares Russell 2000 Growth ETF (IWO $320.21)
  • $320.21 P/E (TTM): 22.36X Cap: $12.44B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $53.02)
  • $53.02 P/E (TTM): 18.19X Cap: $27.13B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $43.45)
  • $43.45 P/E (TTM): 16.81X Cap: $1.13B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $45.22)
  • $45.22 P/E (TTM): 1.18X Cap: $9.26B
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• Vanguard S&P 500 Index ETF (VFV $163.00)
  • $163.00 P/E (TTM): 26.01X Cap: $28.21B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $102.46)
  • $102.46 Cap: $2.28B
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Q: I have around 35% cash to deploy in my TFSA, with a long term time frame in mind. I currently have positions in XIC (16%) and VFV (10%). Looking to add and diversify with another 2-3 ETF's. Could you list a few suggestions?

Upvote 7

Read Answer Asked by Kolin on February 13, 2026

Q: In your answer to Brad this morning you mention Ben Watsa managing " a successful India focused fund with strong returns " ..... Doing some research I find the symbols MCL 400 and 0P0001TWBV.TO ..... Neither of which gets any response when I search for it in my TD Waterhouse RRIF account.... First where can I research the company ? And should I desire how do I buy it ?..... And if I do buy it how do I track it's movement in a place it doesn't appear to exist ? .....Thanks for you terrific service .....

Upvote 3

Read Answer Asked by Garth on February 13, 2026

Q: I cannot find your article on HALO stocks (Heavy Assets, Low Obsolescence). It's not under "blogs" or "reports" or "Questions" or at "home"...

Upvote 6

Read Answer Asked by Paul on February 13, 2026

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $53.02)
  • $53.02 P/E (TTM): 18.19X Cap: $27.13B
  • View XIC Profile
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• iShares S&P/TSX 60 Index ETF (XIU $48.85)
  • $48.85 P/E (TTM): 18.08X Cap: $20.79B
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Q: This is a follow-up question regarding XIC/XIU. In your response you said that you preferred XIC over XIU because it is more diversified. This seems to be at odds with the portfolios outlined in the ETF publication where XIU is the preferred option. Somewhat confused. Could you provide some rationale please. Thanks

Upvote 4

Read Answer Asked by John on February 13, 2026

• Kraken Robotics Inc. (PNG $8.48)
  • $8.48 P/E (TTM): 144.0X Cap: $2.59B
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Q: Can you explain a bit about Anduril and how it currently and in the future might impact Kraken. How much overlap is there? Do they compete in the same arena? It was mentioned that Anduril is going public. How might this impact Kraken?

Upvote 8

Read Answer Asked on February 13, 2026

• Royal Bank of Canada (RY $229.99)
  • $229.99 P/E (TTM): 15.35X Cap: $321.18B
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Q: Some experts talk about a bank being attractive or expensive at a certain PE. For Canadian banks for example attractive at PE 10 and expensive at PE 15. Do you consider RY a sell right now or should one disregard this approach.

Upvote 5

Read Answer Asked by Merrilyn on February 13, 2026

• Global X S&P 500 Index Corporate Class ETF (HXS $94.92)
  • $94.92 Cap: $5.19B
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• Invesco S&P 500 Equal Weight Index ETF (EQL $40.77)
  • $40.77 P/E (TTM): 19.95X Cap: $1.57B
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Q: is there an equal weight S&P 500 ETF that can be bought in CAD (but not hedged) and does not pay a dividend?

Upvote 3

Read Answer Asked by Mary on February 13, 2026

• Sun Life Financial Inc. (SLF $88.82)
  • $88.82 P/E (TTM): 14.38X Cap: $49.20B
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Q: Your thoughts please on the quarter? Markets seem to like it.

Upvote 9

Read Answer Asked by blake on February 13, 2026

• Constellation Software Inc. (CSU $2,378.34)
  • $2,378.34 P/E (TTM): 74.17X Cap: $50.40B
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Q: Hello, I have recently invested in CSU (2 months) and saw the stock price go down by a third so far. In your crystal ball, do you believe there could be a catalyst at earnings’ time, to get the share price jumping? Is there a chance they might do a conference call, for once? I am tempted to sell for tax loss reasons, but it would be frustrating to see the price jump 10-20% afterwards… Thanks

Upvote 9

Read Answer Asked by Martin on February 13, 2026

• Cummins Inc. (CMI $556.78)
  • $556.78 P/E (TTM): 26.87X Cap: $76.97B
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• Hewlett Packard Enterprise Company (HPE $24.63)
  • $24.63 Cap: $32.68B
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• Dell Technologies Inc. Class C (DELL $177.69)
  • $177.69 P/E (TTM): 22.61X Cap: $114.74B
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• Vertiv Holdings LLC Class A (VRT $262.30)
  • $262.30 P/E (TTM): 75.87X Cap: $100.35B
  • View VRT Profile
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• Arm Holdings plc (ARM $143.86)
  • $143.86 P/E (TTM): 198.36X Cap: $152.38B
  • View ARM Profile
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• Nebius Group N.V. (NBIS $117.40)
  • $117.40 Cap: $27.95B
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• Supermicro CDR (CAD Hedged) (SMCI)
  • P/E (TTM): 13.82X
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Q: Please rank these providers of products to data centres for a new buy and suggest any you would prefer. Thank you.

Upvote 5

Read Answer Asked by Ken on February 13, 2026

• ConocoPhillips (COP $131.77)
  • $131.77 P/E (TTM): 20.73X Cap: $160.86B
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• Chevron Corporation (CVX $201.54)
  • $201.54 P/E (TTM): 29.99X Cap: $402.15B
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• Devon Energy Corporation (DVN $49.95)
  • $49.95 P/E (TTM): 11.91X Cap: $31.04B
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• Exxon Mobil Corporation (XOM $163.91)
  • $163.91 P/E (TTM): 24.38X Cap: $682.97B
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• Shell PLC American Depositary Shares (each representing two (2)) (SHEL $94.15)
  • $94.15 P/E (TTM): 60.02X Cap: $272.52B
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Q: Please rank these oil stocks for a new buy and suggest any you may prefer. Thank you.

Upvote 3

Read Answer Asked by Ken on February 13, 2026