Investment Q&A

• Expedia Group Inc. (EXPE $212.67)
  • $212.67 P/E (TTM): 22.57X Cap: $27.84B
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• Constellation Software Inc. (CSU $2,356.67)
  • $2,356.67 P/E (TTM): 53.17X Cap: $48.75B
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• Lumine Group Inc. (LMN $18.30)
  • $18.30 P/E (TTM): 74.03X Cap: $4.73B
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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 2

Read Answer Asked by Robert on February 13, 2026

• Ondas Inc (ONDS $9.31)
  • $9.31 Cap: $3.79B
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• Sportradar Group AG (SRAD $16.47)
  • $16.47 Cap: $5.10B
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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 1

Read Answer Asked by Mariusz on February 13, 2026

• Sylogist Ltd. (SYZ $4.01)
  • $4.01 Cap: $85M
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Q: Anything moving Sylogist on big volume today?

Upvote 1

Read Answer Asked by blake on February 13, 2026

• Cameco Corporation (CCO $153.94)
  • $153.94 P/E (TTM): 133.64X Cap: $68.98B
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• Silvercorp Metals Inc. (SVM $14.97)
  • $14.97 P/E (TTM): 93.19X Cap: $3.04B
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• Global X Silver Miners ETF (SIL $101.64)
  • $101.64 P/E (TTM): 40.12X Cap: $6.15B
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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 1

Read Answer Asked on February 13, 2026

• Magna International Inc. (MG $93.52)
  • $93.52 P/E (TTM): 15.39X Cap: $22.15B
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Q: Your thoughts please on their quarter?

Upvote 1

Read Answer Asked by blake on February 13, 2026

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $155.13)
  • $155.13 P/E (TTM): 55.37X Cap: $8.14B
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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 5

Read Answer Asked by Brant on February 13, 2026

• Broadcom Inc. (AVGO $325.17)
  • $325.17 P/E (TTM): 72.16X Cap: $1.57T
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• KLA Corporation (KLAC $1,464.13)
  • $1,464.13 P/E (TTM): 43.07X Cap: $190.17B
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• Lam Research Corporation (LRCX $235.53)
  • $235.53 P/E (TTM): 48.28X Cap: $288.82B
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• Micron Technology Inc. (MU $411.66)
  • $411.66 P/E (TTM): 39.01X Cap: $461.84B
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• NVIDIA Corporation (NVDA $182.81)
  • $182.81 P/E (TTM): 47.16X Cap: $4.54T
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• Emerson Electric Company (EMR $148.13)
  • $148.13 P/E (TTM): 38.28X Cap: $81.13B
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• Eaton Corporation PLC (ETN $389.25)
  • $389.25 P/E (TTM): 39.61X Cap: $151.60B
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• NRG Energy Inc. (NRG $172.35)
  • $172.35 P/E (TTM): 24.04X Cap: $33.58B
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• Rockwell Automation Inc. (ROK $394.37)
  • $394.37 P/E (TTM): 46.54X Cap: $42.92B
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• Advanced Micro Devices Inc. (AMD $207.32)
  • $207.32 P/E (TTM): 105.21X Cap: $335.27B
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• Take-Two Interactive Software Inc. (TTWO $193.67)
  • $193.67 Cap: $35.17B
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• MasTec Inc. (MTZ $269.53)
  • $269.53 P/E (TTM): 62.94X Cap: $20.93B
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• Elastic N.V. (ESTC $61.57)
  • $61.57 Cap: $6.36B
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• Clear Channel Outdoor Holdings Inc. (CCO $2.39)
  • $2.39 Cap: $1.17B
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• EMCOR Group Inc. (EME $800.82)
  • $800.82 P/E (TTM): 32.54X Cap: $35.04B
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• Comfort Systems USA Inc. (FIX $1,337.95)
  • $1,337.95 P/E (TTM): 56.7X Cap: $45.85B
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• SPX Technologies Inc. (SPXC $239.00)
  • $239.00 P/E (TTM): 49.88X Cap: $11.52B
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• Pegasystems Inc. (PEGA $43.85)
  • $43.85 P/E (TTM): 25.52X Cap: $6.41B
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• Primoris Services Corporation (PRIM $166.53)
  • $166.53 P/E (TTM): 32.73X Cap: $8.67B
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• Vistra Corp. (VST $171.49)
  • $171.49 P/E (TTM): 58.88X Cap: $55.26B
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• BWX Technologies Inc. (BWXT $200.40)
  • $200.40 P/E (TTM): 59.61X Cap: $18B
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• Zoomd Technologies Ltd. (ZOMD $0.94)
  • $0.94 P/E (TTM): 4.23X Cap: $99M
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• Datadog Inc. (DDOG $125.20)
  • $125.20 P/E (TTM): 397.91X Cap: $44.47B
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• Vertiv Holdings LLC Class A (VRT $234.53)
  • $234.53 P/E (TTM): 93.78X Cap: $90.42B
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• Snowflake Inc. (SNOW $182.29)
  • $182.29 Cap: $59.16B
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• JFrog Ltd. (FROG $51.68)
  • $51.68 Cap: $6.15B
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• Roblox Corporation Class A (RBLX $63.17)
  • $63.17 Cap: $44.75B
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• Applovin Corporation (APP $390.55)
  • $390.55 P/E (TTM): 55.42X Cap: $123.99B
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• Constellation Energy Corporation (CEG $288.43)
  • $288.43 P/E (TTM): 31.71X Cap: $100.05B
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• Talen Energy Corporation (TLN $376.70)
  • $376.70 P/E (TTM): 80.96X 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 5

Read Answer Asked by simon on February 13, 2026

• NRG Energy Inc. (NRG $172.35)
  • $172.35 P/E (TTM): 24.04X Cap: $33.58B
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• Vistra Corp. (VST $171.49)
  • $171.49 P/E (TTM): 58.88X Cap: $55.26B
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• Constellation Energy Corporation (CEG $288.43)
  • $288.43 P/E (TTM): 31.71X Cap: $100.05B
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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 4

Read Answer Asked by Ken on February 13, 2026

• Denison Mines Corp. (DML $5.16)
  • $5.16 Cap: $4.67B
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• Cameco Corporation (CCJ $112.90)
  • $112.90 P/E (TTM): 133.64X Cap: $50.67B
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• BWX Technologies Inc. (BWXT $200.40)
  • $200.40 P/E (TTM): 59.61X Cap: $18B
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• Uranium Energy Corp. (UEC $15.52)
  • $15.52 Cap: $7.79B
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• NuScale Power Corporation Class A (SMR $14.31)
  • $14.31 Cap: $4.23B
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• Oklo Inc. Class A (OKLO $65.69)
  • $65.69 Cap: $9.98B
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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 $146.42)
  • $146.42 P/E (TTM): 19.57X Cap: $89.20B
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• Suncor Energy Inc. (SU $76.25)
  • $76.25 P/E (TTM): 17.73X Cap: $89.12B
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• Enbridge Inc. (ENB $73.30)
  • $73.30 P/E (TTM): 26.75X Cap: $154.04B
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• TC Energy Corporation (TRP $86.52)
  • $86.52 P/E (TTM): 25.36X Cap: $87.01B
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• Sun Life Financial Inc. (SLF $93.94)
  • $93.94 P/E (TTM): 22.02X Cap: $52.19B
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• Fortis Inc. (FTS $77.42)
  • $77.42 P/E (TTM): 21.2X Cap: $38.57B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $80.27)
  • $80.27 P/E (TTM): 32.93X Cap: $38.99B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $52.79)
  • $52.79 P/E (TTM): 58.82X Cap: $24.23B
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• Hydro One Limited (H $56.47)
  • $56.47 P/E (TTM): 25.33X Cap: $33.57B
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• Nutrien Ltd. (NTR $96.47)
  • $96.47 P/E (TTM): 57.93X Cap: $46.30B
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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 10

Read Answer Asked by John on February 13, 2026

• TerraVest Industries Inc. (TVK $139.65)
  • $139.65 Cap: $2.92B
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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 4

Read Answer Asked by Alan on February 13, 2026

• iShares Russell 2000 Growth ETF (IWO $334.76)
  • $334.76 P/E (TTM): 22.36X Cap: $13.12B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.83)
  • $52.83 P/E (TTM): 14.32X Cap: $25.21B
  • View XIC Profile
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $43.24)
  • $43.24 P/E (TTM): 15.96X Cap: $1.12B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $47.12)
  • $47.12 P/E (TTM): 23.36X Cap: $9.07B
  • View VIU Profile
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• Vanguard S&P 500 Index ETF (VFV $165.25)
  • $165.25 P/E (TTM): 26.01X Cap: $27.97B
  • View VFV Profile
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $105.32)
  • $105.32 Cap: $2.31B
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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 5

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 5

Read Answer Asked by Paul on February 13, 2026

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.83)
  • $52.83 P/E (TTM): 14.32X Cap: $25.21B
  • View XIC Profile
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• iShares S&P/TSX 60 Index ETF (XIU $48.53)
  • $48.53 P/E (TTM): 18.52X Cap: $20.61B
  • View XIU Profile
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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 3

Read Answer Asked by John on February 13, 2026

• Kraken Robotics Inc. (PNG $7.39)
  • $7.39 P/E (TTM): 132.67X Cap: $2.21B
  • View PNG Profile
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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 6

Read Answer Asked on February 13, 2026

• Royal Bank of Canada (RY $230.98)
  • $230.98 P/E (TTM): 16.28X Cap: $322.73B
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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 $96.07)
  • $96.07 Cap: $5.64B
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• Invesco S&P 500 Equal Weight Index ETF (EQL $41.92)
  • $41.92 P/E (TTM): 19.95X Cap: $1.55B
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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 $93.94)
  • $93.94 P/E (TTM): 22.02X Cap: $52.19B
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Q: Your thoughts please on the quarter? Markets seem to like it.

Upvote 7

Read Answer Asked by blake on February 13, 2026