Investment Q&A

Q: Zero Point Cryogenics

What is your opinion on this company.

Will it become public?

Thank you.

Upvote 1

Read Answer Asked by Ross on February 17, 2026

• Constellation Software Inc. (CSU $2,265.25)
  • $2,265.25 P/E (TTM): 55.25X Cap: $49.94B
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Q: Dear Peter et al:

You have alluded to poor "Sentiment" as an important factor in poor performance of certain stocks. (CSU & it's off springs plus SaaS companies)

What kind of metrics and tools that you use to measure "Sentiment"?
Price or volume or Technical indicators or any other tools from proprietary services?

Many thanks.

Upvote 3

Read Answer Asked by Savalai on February 17, 2026

• Air Canada Voting and Variable Voting Shares (AC $20.42)
  • $20.42 Cap: $5.99B
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Q: Hi,
I have been holding AC for about 6 years, It's been going up and down, now with a little bit 14% gain in total. It is going to report earnings on the 13th. What is your view of its earnings this time? Should I hold on to this stock or move to some more promising ones?

Thanks a lot!

Upvote 1

Read Answer Asked by Jane on February 17, 2026

• Acadia Healthcare Company Inc. (ACHC $16.44)
  • $16.44 P/E (TTM): 14.21X Cap: $1.43B
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Q: thoughts on this company its at a 14 year low with a PE of 5.32,what can you tell me about management,headwinds,tailwinds and debt.. would you buy it here for a 1-3 year hold...thanks

Upvote 1

Read Answer Asked by Greg on February 17, 2026

• goeasy Ltd. (GSY $122.62)
  • $122.62 P/E (TTM): 8.85X Cap: $1.95B
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Q: If GSY had completed any share buybacks in January would these have been reported in the regulatory findings by now?

Upvote 4

Read Answer Asked by Jim on February 17, 2026

• BMO International Dividend ETF (ZDI $31.44)
  • $31.44 P/E (TTM): 18.89X Cap: $821M
  • View ZDI Profile
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• Vanguard All-Equity ETF Portfolio (VEQT $55.51)
  • $55.51 P/E (TTM): 11.69X Cap: $11.63B
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• Manulife Smart International Dividend ETF (IDIV.B $19.75)
  • $19.75 P/E (TTM): 22.58X Cap: $1.01B
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Q: Hello,
For international exposure, I was thinking of buying equal amounts of Vanguard VEQT, and Bmo ZDI or should i diversify and buy equal amounts of the two plus the Manulife IDIV-B international dividend etf . These 2 or 3 three (based on your view) would be in addition to the US ETF , VUN on toronto and XIU on toronto ..Your comments would be appreciated .

Upvote 2

Read Answer Asked by umedali on February 17, 2026

• Constellation Software Inc. (CSU $2,265.25)
  • $2,265.25 P/E (TTM): 55.25X Cap: $49.94B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Cameco Corporation (CCO $154.97)
  • $154.97 P/E (TTM): 127.22X Cap: $67.02B
  • View CCO Profile
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• Element Fleet Management Corp. (EFN $33.49)
  • $33.49 P/E (TTM): 23.54X Cap: $13.54B
  • View EFN Profile
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  • View Reports on EFN
• WSP Global Inc. (WSP $221.94)
  • $221.94 P/E (TTM): 33.08X Cap: $28.89B
  • View WSP Profile
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  • View Reports on WSP
• Celestica Inc. (CLS $393.21)
  • $393.21 P/E (TTM): 46.63X Cap: $43.91B
  • View CLS Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $154.47)
  • $154.47 P/E (TTM): 84.58X Cap: $200.67B
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• 5N Plus Inc. (VNP $27.34)
  • $27.34 P/E (TTM): 41.67X Cap: $2.46B
  • View VNP Profile
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• EQB Inc. (EQB $120.44)
  • $120.44 P/E (TTM): 17.77X Cap: $4.42B
  • View EQB Profile
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• Aritzia Inc. Subordinate Voting Shares (ATZ $122.20)
  • $122.20 Cap: $13.69B
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• Zedcor Inc. (ZDC $5.98)
  • $5.98 P/E (TTM): 422.86X Cap: $624M
  • View ZDC Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $29.03)
  • $29.03 Cap: $11.51B
  • View GLXY Profile
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• Topicus.com Inc. (TOI $83.80)
  • $83.80 P/E (TTM): 720.22X Cap: $7.18B
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• MDA Space Ltd. (MDA $37.09)
  • $37.09 P/E (TTM): 41.06X Cap: $4.40B
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $80.11)
  • $80.11 P/E (TTM): 52.36X Cap: $8.56B
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Q: How would you rank the listed names today for new positions in the TFSA of a growth oriented investor?

Upvote 14

Read Answer Asked by Andrew on February 17, 2026

• Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares (BNT $65.43)
  • $65.43 P/E (TTM): 6.98X Cap: $20.01B
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Q: I saw a news item about Brookfield taking Wealth Solutions back into the fold. Is this true, and if so, what would the mechanics be?

Upvote 2

Read Answer Asked by Margot on February 17, 2026

• Information Services Corporation Class A Limited Voting Shares (ISC $49.80)
  • $49.80 P/E (TTM): 30.23X Cap: $825M
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Q: I saw news item suggesting Information Services was up for sale. Any truth to this?

Upvote 1

Read Answer Asked by Margot on February 17, 2026

• Expedia Group Inc. (EXPE $202.11)
  • $202.11 P/E (TTM): 21.77X Cap: $26.05B
  • View EXPE Profile
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• Constellation Software Inc. (CSU $2,265.25)
  • $2,265.25 P/E (TTM): 55.25X Cap: $49.94B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Lumine Group Inc. (LMN $18.12)
  • $18.12 P/E (TTM): 70.94X Cap: $4.69B
  • View LMN Profile
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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 20

Read Answer Asked by Robert on February 13, 2026

• Ondas Inc (ONDS $10.26)
  • $10.26 Cap: $4.18B
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• Sportradar Group AG (SRAD $16.94)
  • $16.94 Cap: $4.93B
  • View SRAD Profile
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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 2

Read Answer Asked by Mariusz on February 13, 2026

• Sylogist Ltd. (SYZ $4.00)
  • $4.00 Cap: $93M
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Q: Anything moving Sylogist on big volume today?

Upvote 2

Read Answer Asked by blake on February 13, 2026

• Cameco Corporation (CCO $154.97)
  • $154.97 P/E (TTM): 127.22X Cap: $67.02B
  • View CCO Profile
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• Silvercorp Metals Inc. (SVM $14.25)
  • $14.25 P/E (TTM): 91.89X Cap: $3.29B
  • View SVM Profile
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• Global X Silver Miners ETF (SIL $97.72)
  • $97.72 P/E (TTM): 40.12X Cap: $6.42B
  • View SIL Profile
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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 $91.59)
  • $91.59 P/E (TTM): 18.82X Cap: $26.35B
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Q: Your thoughts please on their quarter?

Upvote 4

Read Answer Asked by blake on February 13, 2026

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $152.13)
  • $152.13 P/E (TTM): 49.9X Cap: $7.86B
  • View CIGI Profile
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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): 68.46X Cap: $1.54T
  • View AVGO Profile
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• KLA Corporation (KLAC $1,470.98)
  • $1,470.98 P/E (TTM): 42.62X Cap: $191.91B
  • View KLAC Profile
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• Lam Research Corporation (LRCX $237.43)
  • $237.43 P/E (TTM): 48.36X Cap: $294.12B
  • View LRCX Profile
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• Micron Technology Inc. (MU $402.90)
  • $402.90 P/E (TTM): 39.13X Cap: $463.32B
  • View MU Profile
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• NVIDIA Corporation (NVDA $186.00)
  • $186.00 P/E (TTM): 45.36X Cap: $4.44T
  • View NVDA Profile
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• Emerson Electric Company (EMR $148.77)
  • $148.77 P/E (TTM): 36.67X Cap: $83.21B
  • View EMR Profile
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• Eaton Corporation PLC (ETN $391.16)
  • $391.16 P/E (TTM): 38.92X Cap: $151.18B
  • View ETN Profile
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• NRG Energy Inc. (NRG $173.77)
  • $173.77 P/E (TTM): 25.79X Cap: $33.58B
  • View NRG Profile
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• Rockwell Automation Inc. (ROK $389.20)
  • $389.20 P/E (TTM): 45.12X Cap: $44.31B
  • View ROK Profile
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• Advanced Micro Devices Inc. (AMD $204.19)
  • $204.19 P/E (TTM): 102.13X Cap: $337.52B
  • View AMD Profile
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• Take-Two Interactive Software Inc. (TTWO $194.37)
  • $194.37 Cap: $35.78B
  • View TTWO Profile
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• MasTec Inc. (MTZ $269.40)
  • $269.40 P/E (TTM): 64.02X Cap: $20.93B
  • View MTZ Profile
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• Elastic N.V. (ESTC $59.43)
  • $59.43 Cap: $6.48B
  • View ESTC Profile
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• Clear Channel Outdoor Holdings Inc. (CCO $2.39)
  • $2.39 Cap: $1.17B
  • View CCO Profile
  • View Questions on CCO
• EMCOR Group Inc. (EME $798.98)
  • $798.98 P/E (TTM): 32.23X Cap: $35.84B
  • View EME Profile
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• Comfort Systems USA Inc. (FIX $1,348.16)
  • $1,348.16 P/E (TTM): 56.67X Cap: $47.19B
  • View FIX Profile
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• SPX Technologies Inc. (SPXC $243.59)
  • $243.59 P/E (TTM): 51.07X Cap: $11.52B
  • View SPXC Profile
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• Pegasystems Inc. (PEGA $44.56)
  • $44.56 P/E (TTM): 20.53X Cap: $6.41B
  • View PEGA Profile
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• Primoris Services Corporation (PRIM $164.41)
  • $164.41 P/E (TTM): 32.91X Cap: $8.99B
  • View PRIM Profile
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• Vistra Corp. (VST $173.59)
  • $173.59 P/E (TTM): 63.05X Cap: $58.10B
  • View VST Profile
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• BWX Technologies Inc. (BWXT $201.55)
  • $201.55 P/E (TTM): 60.18X Cap: $18.32B
  • View BWXT Profile
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• Zoomd Technologies Ltd. (ZOMD $0.94)
  • $0.94 P/E (TTM): 4.07X Cap: $94M
  • View ZOMD Profile
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• Datadog Inc. (DDOG $122.87)
  • $122.87 P/E (TTM): 391.25X Cap: $44.14B
  • View DDOG Profile
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• Vertiv Holdings LLC Class A (VRT $244.54)
  • $244.54 P/E (TTM): 88.5X Cap: $89.66B
  • View VRT Profile
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• Snowflake Inc. (SNOW $175.12)
  • $175.12 Cap: $62.37B
  • View SNOW Profile
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• JFrog Ltd. (FROG $46.87)
  • $46.87 Cap: $6.15B
  • View FROG Profile
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• Roblox Corporation Class A (RBLX $63.57)
  • $63.57 Cap: $44.76B
  • View RBLX Profile
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• Applovin Corporation (APP $382.79)
  • $382.79 P/E (TTM): 47.38X Cap: $131.98B
  • View APP Profile
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• Constellation Energy Corporation (CEG $299.58)
  • $299.58 P/E (TTM): 33.04X Cap: $104.51B
  • View CEG Profile
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• Talen Energy Corporation (TLN $384.03)
  • $384.03 P/E (TTM): 86.0X Cap: $16.80B
  • View TLN Profile
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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 20

Read Answer Asked by simon on February 13, 2026

• NRG Energy Inc. (NRG $173.77)
  • $173.77 P/E (TTM): 25.79X Cap: $33.58B
  • View NRG Profile
  • View Questions on NRG
• Vistra Corp. (VST $173.59)
  • $173.59 P/E (TTM): 63.05X Cap: $58.10B
  • View VST Profile
  • View Questions on VST
• Constellation Energy Corporation (CEG $299.58)
  • $299.58 P/E (TTM): 33.04X Cap: $104.51B
  • View CEG Profile
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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 $5.17)
  • $5.17 Cap: $4.63B
  • View DML Profile
  • View Questions on DML
• Cameco Corporation (CCJ $113.65)
  • $113.65 P/E (TTM): 127.22X Cap: $49.15B
  • View CCJ Profile
  • View Questions on CCJ
• BWX Technologies Inc. (BWXT $201.55)
  • $201.55 P/E (TTM): 60.18X Cap: $18.32B
  • View BWXT Profile
  • View Questions on BWXT
• Uranium Energy Corp. (UEC $15.10)
  • $15.10 Cap: $7.50B
  • View UEC Profile
  • View Questions on UEC
• NuScale Power Corporation Class A (SMR $14.33)
  • $14.33 Cap: $4.33B
  • View SMR Profile
  • View Questions on SMR
• Oklo Inc. Class A (OKLO $68.45)
  • $68.45 Cap: $10.26B
  • View OKLO Profile
  • View Questions on OKLO

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 $148.10)
  • $148.10 P/E (TTM): 19.87X Cap: $89.52B
  • View CNR Profile
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• Suncor Energy Inc. (SU $74.97)
  • $74.97 P/E (TTM): 17.82X Cap: $90.73B
  • View SU Profile
  • View Questions on SU
• Enbridge Inc. (ENB $70.23)
  • $70.23 P/E (TTM): 28.03X Cap: $159.88B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TC Energy Corporation (TRP $84.85)
  • $84.85 P/E (TTM): 26.54X Cap: $90.06B
  • View TRP Profile
  • View Questions on TRP
• Sun Life Financial Inc. (SLF $92.92)
  • $92.92 P/E (TTM): 23.48X Cap: $52.03B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Fortis Inc. (FTS $78.03)
  • $78.03 P/E (TTM): 22.18X Cap: $39.28B
  • View FTS Profile
  • View Questions on FTS
• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $78.71)
  • $78.71 P/E (TTM): 32.33X Cap: $39.29B
  • View TECK.B Profile
  • View Questions on TECK.B
• Brookfield Infrastructure Partners L.P. (BIP.UN $53.09)
  • $53.09 P/E (TTM): 59.82X Cap: $24.34B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Hydro One Limited (H $57.60)
  • $57.60 P/E (TTM): 26.06X Cap: $33.86B
  • View H Profile
  • View Questions on H
• Nutrien Ltd. (NTR $95.25)
  • $95.25 P/E (TTM): 57.77X Cap: $46.62B
  • View NTR Profile
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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 18

Read Answer Asked by John on February 13, 2026