Investment Q&A

Q: Goodmorning

Do you know what has caused the latest bump in CLS not complaining just curious?
Marcel

Q: Please list in order of preference which you would purchase today for a 3-5 year hold: SHOP, CLS or PNG ? Thank you.

Q: Hi team,

On Dec. 9, 2025 in a reply to Clayton, you listed stocks which could be multi baggers in the next 10-20 years.

Which stocks, in order, would be in your list of multi baggers now ?

Would you consider to update that list every 3 months ?

Gratefully,

Jacques IDS

Q: with the current downturn in the market do you see this as an opportunity to buy or would you wait. If you see it as a buying opportunity what are your top 3 growth picks for a 5 year hold

Q: What do you feel are the best opportunities right now in the market as a growth investor? Can you provide reasons and your top 5 opportunities in order please? A risk and growth potential rating for each. 1 being low risk and low growth potential.
Thank you

Q: Hi team,
How significant is today’s release that CLS had partnered Amd to help supply them with AI infrastructure? Seems to me this could be a big deal for CLS? That being said, the stock is only up slightly on the news. What’s holding CLS back from new highs right now other than just crappy market conditions (Iran war stability, tariffs ) ? Would you add to CLS today if a 4% position is already held?

Thanks,
Shane

Q: I hold NVDA, CLS, TER, NBIS. Considering buying MU. How much overlap in these companies? Would you sell any based on exposure?

Thanks

Q: Hi, given recent action, including a nice jump by Nebius, but keeping in mind possible cyclicity, can you please rank these five stocks as possible best buys today, indicate whether they are buy, hold or sell, and give a small blurb why they are worth buying today. 3-4 year holding. Thank you

Q: If NVDA is owned would also suggest CLS or just NVDA?

Thanks

Q: How would you rank the listed names today for new TFSA additions?

Q: Kraken or Celestica. Two of your favorites. Best bet for capital appreciation over the next 2 to 3 years?

Q: forgot to ask, why are certain companies such as CLS, TOU, HPS.A, etc. not included in the market summary reports?

Q: What is your top 5 Canadian buys in order at today's price for each
Small cap
Mid cap
Large cap

Thank you

Q: I own CSU, TOI, and LMN. What are your thoughts on the selling LMN to buy CLS for better long-term growth?

Q: Hello Peter and Team,

I am looking at turning over a portion of my portfolio and rotating into AI infrastructure. With the growth we're seeing increased power consumption, micro data centers, advanced cooling, specialized power distribution, and a supply shortfall are all going to be very relevant in the coming years with the AI capacity rising so fast.

My questions;
1. Has there been a market sector specifically dedicated to AI? Or is it just grouped into IT?
2. I know you mentioned TransAlta Corp in your recent "Best Stock Ideas. What other companies do you think we should be looking at moving forward?
3. Are you looking to have more focus on this sector for the Model Portfolios and if so, which companies are you looking at for growth and for income?

Appreciate all you do

gm

ps,... Thank you for 5N Plus, Kraken & Tantalus

Q: I interpret your response to my question dated March 2 to be CLS is expected to have the highest total return of the three companies with the most risk. Shop is expected to have the least total return, but with the corresponding least risk over the next 18 months. Thank you

Q: I have the following investments and I am wondering which ones would be good for long term investments? I am 30 years old. This is for my TFSA. I would be okay with USA and Canadian investments for medium to high risk.

Q: Please rank nvda,shop and cls for total return and risk over the next 18 months. Thank you

Q: What are your top 5 growth stocks? Can you provide a couple of compelling reasons why each makes the grade and also rank them from highest to lowest conviction. Finally can you indicate where you feel the stock price will be 12 months from now.

Q: After recent news/earnings and along the thinking that AI will not completely replace SAAS but work along side it and even provide positive tailwinds, do you think its time to rotate a bit more from hardware to software or proceed with caution still? I hold CLS, NVDA, NBIS, VRT in hardware and CSU,LMN,TOI,SPOT, SHOP,CRWD,BKNG,TRI in software. Also own GOOG. I'm trying to find the right balance. If we look at SOXX/IGV, are we going to see mean reversion back to the mean?

Also what part of the market or credit cycle do you think we are in? Mid to late cycle? Should we be more defensive or still slowly adding to growth names? Thanks!