Investment Q&A

• Celestica Inc. (CLS $434.46)
  • $434.46 P/E (TTM): 48.6X Cap: $50.04B
  • View CLS Profile
  • View Questions on CLS

Q: Most AI related stocks including Celestica have come under pressure, this week, presumably, due to concerns emanated from recent trend of capex financing through debt issuance by some hyperscalers.

Michael Burry's short report has also been widely circulating, accusing Maga Tech companies, understating depreciation related to expensive chips ( he also promised more details on Nov 25 ), thus inflating profit margins.

What is your view on these concerns ?

Where do you see a floor for CLS ?

Thank You

Upvote 13

Read Answer Asked by rajeev on November 17, 2025

• Constellation Software Inc. (CSU $3,245.53)
  • $3,245.53 P/E (TTM): 74.43X Cap: $70.84B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Celestica Inc. (CLS $434.46)
  • $434.46 P/E (TTM): 48.6X Cap: $50.04B
  • View CLS Profile
  • View Questions on CLS
• Descartes Systems Group Inc. (The) (DSG $113.09)
  • $113.09 P/E (TTM): 48.78X Cap: $10.05B
  • View DSG Profile
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• TMX Group Limited (X $52.00)
  • $52.00 P/E (TTM): 31.22X Cap: $14.54B
  • View X Profile
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  • View Reports on X
• Thomson Reuters Corporation (TRI $192.69)
  • $192.69 P/E (TTM): 36.15X Cap: $88.10B
  • View TRI Profile
  • View Questions on TRI
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.89)
  • $196.89 P/E (TTM): 82.52X Cap: $266.65B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• goeasy Ltd. (GSY $119.91)
  • $119.91 P/E (TTM): 8.98X Cap: $1.97B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $154.50)
  • $154.50 P/E (TTM): 24.22X Cap: $1.96B
  • View HPS.A Profile
  • View Questions on HPS.A
• Kraken Robotics Inc. (PNG $5.19)
  • $5.19 P/E (TTM): 85.0X Cap: $1.58B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Vitalhub Corp. (VHI $8.85)
  • $8.85 P/E (TTM): 180.0X Cap: $577M
  • View VHI Profile
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  • View Reports on VHI
• Galaxy Digital Inc. Class A common stock (GLXY $35.17)
  • $35.17 Cap: $14.44B
  • View GLXY Profile
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  • View Reports on GLXY
• Tantalus Systems Holding Inc. (GRID $3.90)
  • $3.90 Cap: $194M
  • View GRID Profile
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• MDA Space Ltd. (MDA $21.44)
  • $21.44 P/E (TTM): 23.81X Cap: $2.67B
  • View MDA Profile
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• Propel Holdings Inc. (PRL $20.65)
  • $20.65 P/E (TTM): 9.91X Cap: $855M
  • View PRL Profile
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  • View Reports on PRL
• Brookfield Corporation Class A Limited Voting Shares (BN $60.20)
  • $60.20 P/E (TTM): 101.86X Cap: $138.53B
  • View BN Profile
  • View Questions on BN
• Lumine Group Inc. (LMN $22.98)
  • $22.98 P/E (TTM): 98.65X Cap: $6.25B
  • View LMN Profile
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  • View Reports on LMN

Q: Good day everyone
I would like to know in which order would you buy today from (CLS, PNG, CSU, LMN, GLXY, GSY, PRL, MDA, GRID, VHI, HPS.A, BN, X, TRI, SHOP, DSG).
Also please included a buyable rating for each from 10 down to 1 with 10 being a great buy and 1 not at this time.
Thank you very much

Upvote 39

Read Answer Asked by Jane on November 17, 2025

• Celestica Inc. (CLS $434.46)
  • $434.46 P/E (TTM): 48.6X Cap: $50.04B
  • View CLS Profile
  • View Questions on CLS

Q: Any news to account for current 12%price drop so far today?

Upvote 9

Read Answer Asked by Dennis on November 14, 2025

• Constellation Software Inc. (CSU $3,245.53)
  • $3,245.53 P/E (TTM): 74.43X Cap: $70.84B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• ARC Resources Ltd. (ARX $24.67)
  • $24.67 P/E (TTM): 5.95X Cap: $14.20B
  • View ARX Profile
  • View Questions on ARX
• Tourmaline Oil Corp. (TOU $60.06)
  • $60.06 P/E (TTM): 17.42X Cap: $23.85B
  • View TOU Profile
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• Celestica Inc. (CLS $434.46)
  • $434.46 P/E (TTM): 48.6X Cap: $50.04B
  • View CLS Profile
  • View Questions on CLS
• Ninepoint Energy Income FUnd (NRGI)
  • View NRGI Profile
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• Lumine Group Inc. (LMN $22.98)
  • $22.98 P/E (TTM): 98.65X Cap: $6.25B
  • View LMN Profile
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  • View Reports on LMN

Q: Hi not impressed with NRGI am down 20% and have been invested since inception.

Also up 20% on ARX and even on TOU+ down 35% on LMN thinking of selling ARX and NRGI + LMN and buying more TOU and CSU/CLS What's your thoughts on this change going FWD

Upvote 5

Read Answer Asked by Terence on November 14, 2025

• Apple Inc. (AAPL $267.46)
  • $267.46 P/E (TTM): 36.49X Cap: $4.02T
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• Amazon.com Inc. (AMZN $232.87)
  • $232.87 P/E (TTM): 33.56X Cap: $2.50T
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• Alphabet Inc. (GOOG $285.60)
  • $285.60 P/E (TTM): 27.55X Cap: $3.33T
  • View GOOG Profile
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• Intuitive Surgical Inc. (ISRG $546.71)
  • $546.71 P/E (TTM): 74.7X Cap: $196.98B
  • View ISRG Profile
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• NVIDIA Corporation (NVDA $186.60)
  • $186.60 P/E (TTM): 53.24X Cap: $4.62T
  • View NVDA Profile
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• Booking Holdings Inc. (BKNG $4,804.01)
  • $4,804.01 P/E (TTM): 33.06X Cap: $162.71B
  • View BKNG Profile
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• Salesforce Inc. (CRM $237.03)
  • $237.03 P/E (TTM): 34.95X Cap: $231.96B
  • View CRM Profile
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• JPMorgan Chase & Co. (JPM $300.37)
  • $300.37 P/E (TTM): 15.32X Cap: $826.50B
  • View JPM Profile
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• Eli Lilly and Company (LLY $1,021.70)
  • $1,021.70 P/E (TTM): 50.04X Cap: $969.28B
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• United Rentals Inc. (URI $806.61)
  • $806.61 P/E (TTM): 21.72X Cap: $53.66B
  • View URI Profile
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• Visa Inc. (V $325.75)
  • $325.75 P/E (TTM): 32.95X Cap: $635.52B
  • View V Profile
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• Toronto-Dominion Bank (The) (TD $114.46)
  • $114.46 P/E (TTM): 9.64X Cap: $194.70B
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• Enbridge Inc. (ENB $67.11)
  • $67.11 P/E (TTM): 25.91X Cap: $146.47B
  • View ENB Profile
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  • View Reports on ENB
• Constellation Software Inc. (CSU $3,245.53)
  • $3,245.53 P/E (TTM): 74.43X Cap: $70.84B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Dollarama Inc. (DOL $196.58)
  • $196.58 P/E (TTM): 42.94X Cap: $53.87B
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• WSP Global Inc. (WSP $251.80)
  • $251.80 P/E (TTM): 38.13X Cap: $33.08B
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  • View Reports on WSP
• Celestica Inc. (CLS $434.46)
  • $434.46 P/E (TTM): 48.6X Cap: $50.04B
  • View CLS Profile
  • View Questions on CLS
• Thomson Reuters Corporation (TRI $192.69)
  • $192.69 P/E (TTM): 36.15X Cap: $88.10B
  • View TRI Profile
  • View Questions on TRI
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.89)
  • $196.89 P/E (TTM): 82.52X Cap: $266.65B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Monolithic Power Systems Inc. (MPWR $897.01)
  • $897.01 P/E (TTM): 23.71X Cap: $44.08B
  • View MPWR Profile
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• Axon Enterprise Inc. (AXON $543.23)
  • $543.23 P/E (TTM): 176.69X Cap: $43.74B
  • View AXON Profile
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• CECO Environmental Corp. (CECO $47.44)
  • $47.44 P/E (TTM): 34.7X Cap: $1.69B
  • View CECO Profile
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• EnerSys (ENS $133.96)
  • $133.96 P/E (TTM): 16.09X Cap: $5.07B
  • View ENS Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $35.17)
  • $35.17 Cap: $14.44B
  • View GLXY Profile
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• CrowdStrike Holdings Inc. (CRWD $529.78)
  • $529.78 Cap: $134.90B
  • View CRWD Profile
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• Vertiv Holdings LLC Class A (VRT $166.65)
  • $166.65 P/E (TTM): 61.75X Cap: $65.28B
  • View VRT Profile
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• RTX Corporation (RTX $175.63)
  • $175.63 P/E (TTM): 35.72X Cap: $235B
  • View RTX Profile
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• Robinhood Markets Inc. (HOOD $115.97)
  • $115.97 P/E (TTM): 50.64X Cap: $110.15B
  • View HOOD Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $60.20)
  • $60.20 P/E (TTM): 101.86X Cap: $138.53B
  • View BN Profile
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• Nebius Group N.V. (NBIS $85.98)
  • $85.98 Cap: $19.89B
  • View NBIS Profile
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• Costco CDR (CAD Hedged) (COST $41.28)
  • $41.28 P/E (TTM): 50.19X Cap: $573.84B
  • View COST Profile
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Q: The above stocks make up 80.4% of my holdings. Goog and BN @7% each. The next 5 @ 4% each and the rest at or close to 3% each. For a 10 year horizon, with risk/reward in mind, where would you invest if you had 10% of the portfolio in dry powder- new cash. Any you would sell? Note, I have been trimming CLS, VRT and NBIS to control AI exposure.

Thanks again for all the insights - love the service you provide.

Upvote 32

Read Answer Asked by Don on November 12, 2025

• Canadian National Railway Company (CNR $134.09)
  • $134.09 P/E (TTM): 18.38X Cap: $82.53B
  • View CNR Profile
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• Constellation Software Inc. (CSU $3,245.53)
  • $3,245.53 P/E (TTM): 74.43X Cap: $70.84B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Celestica Inc. (CLS $434.46)
  • $434.46 P/E (TTM): 48.6X Cap: $50.04B
  • View CLS Profile
  • View Questions on CLS
• Thomson Reuters Corporation (TRI $192.69)
  • $192.69 P/E (TTM): 36.15X Cap: $88.10B
  • View TRI Profile
  • View Questions on TRI
• goeasy Ltd. (GSY $119.91)
  • $119.91 P/E (TTM): 8.98X Cap: $1.97B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: We just opened a TFSA account for my daughter, she is 18.

Money is not needed for a long time. Our aim is to maximize the growth, risk tolerant, tax efficiency and easy to manage.

Would you recommend ETF's or Individual stocks? How many positions? What companies/ETF?

Also, is there a place for bitcoin? If yes what %.

Thanks in advance

Upvote 21

Read Answer Asked by Atchuta on November 11, 2025

• Alphabet Inc. (GOOG $285.60)
  • $285.60 P/E (TTM): 27.55X Cap: $3.33T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $186.60)
  • $186.60 P/E (TTM): 53.24X Cap: $4.62T
  • View NVDA Profile
  • View Questions on NVDA
• Celestica Inc. (CLS $434.46)
  • $434.46 P/E (TTM): 48.6X Cap: $50.04B
  • View CLS Profile
  • View Questions on CLS
• CECO Environmental Corp. (CECO $47.44)
  • $47.44 P/E (TTM): 34.7X Cap: $1.69B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $133.96)
  • $133.96 P/E (TTM): 16.09X Cap: $5.07B
  • View ENS Profile
  • View Questions on ENS
• Galaxy Digital Inc. Class A common stock (GLXY $35.17)
  • $35.17 Cap: $14.44B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Nebius Group N.V. (NBIS $85.98)
  • $85.98 Cap: $19.89B
  • View NBIS Profile
  • View Questions on NBIS
• Karman Holdings Inc. (KRMN $58.28)
  • $58.28 P/E (TTM): 857.0X Cap: $7.97B
  • View KRMN Profile
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Q: Buying opportunities?

Please give us your best buying CA & US stocks that have been unduly beaten up by this mini correction and hints on your reasonning.

Thanks to you for your great expertise

Upvote 47

Read Answer Asked by Jean on November 11, 2025

• Alphabet Inc. (GOOG $285.60)
  • $285.60 P/E (TTM): 27.55X Cap: $3.33T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $507.49)
  • $507.49 P/E (TTM): 35.8X Cap: $3.79T
  • View MSFT Profile
  • View Questions on MSFT
• Celestica Inc. (CLS $434.46)
  • $434.46 P/E (TTM): 48.6X Cap: $50.04B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.89)
  • $196.89 P/E (TTM): 82.52X Cap: $266.65B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: The only tech stock I own is MSFT. Can you tell me which 2 tech stocks you like from Canada and 1 from the US. This will be for a TSFA account

Thanks

Upvote 10

Read Answer Asked on November 10, 2025

• Celestica Inc. (CLS $434.46)
  • $434.46 P/E (TTM): 48.6X Cap: $50.04B
  • View CLS Profile
  • View Questions on CLS
• Vertiv Holdings LLC Class A (VRT $166.65)
  • $166.65 P/E (TTM): 61.75X Cap: $65.28B
  • View VRT Profile
  • View Questions on VRT
• Nebius Group N.V. (NBIS $85.98)
  • $85.98 Cap: $19.89B
  • View NBIS Profile
  • View Questions on NBIS

Q: NBIS, VRT, MDA, CLS, GLXY, HPS.A, VNP, PNG. There are so many promising small & mid-cap companies involved in AI, defense, infrastructure. From this group of 8 can you tell me if there is over-lap that I should consider reducing? Thank you. Take as many credits as you need.

Mike

Upvote 8

Read Answer Asked by Michael on November 10, 2025

• Celestica Inc. (CLS $434.46)
  • $434.46 P/E (TTM): 48.6X Cap: $50.04B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.89)
  • $196.89 P/E (TTM): 82.52X Cap: $266.65B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• 5N Plus Inc. (VNP $19.73)
  • $19.73 P/E (TTM): 29.06X Cap: $1.80B
  • View VNP Profile
  • View Questions on VNP
• TerraVest Industries Inc. (TVK $120.19)
  • $120.19 Cap: $2.64B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $154.50)
  • $154.50 P/E (TTM): 24.22X Cap: $1.96B
  • View HPS.A Profile
  • View Questions on HPS.A
• Kraken Robotics Inc. (PNG $5.19)
  • $5.19 P/E (TTM): 85.0X Cap: $1.58B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $6.00)
  • $6.00 P/E (TTM): 356.47X Cap: $658M
  • View ZDC Profile
  • View Questions on ZDC
• Galaxy Digital Inc. Class A common stock (GLXY $35.17)
  • $35.17 Cap: $14.44B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Tantalus Systems Holding Inc. (GRID $3.90)
  • $3.90 Cap: $194M
  • View GRID Profile
  • View Questions on GRID
• Groupe Dynamite Inc. Subordinate voting shares (GRGD $67.12)
  • $67.12 P/E (TTM): 54.91X Cap: $6.80B
  • View GRGD Profile
  • View Questions on GRGD

Q: As a follow up to Martin's question, so what WOULD your top 10 Canadian growth stocks be.....get I could guess but interested in your current favourites!

Upvote 29

Read Answer Asked by Jeff on November 10, 2025

• Constellation Software Inc. (CSU $3,245.53)
  • $3,245.53 P/E (TTM): 74.43X Cap: $70.84B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Celestica Inc. (CLS $434.46)
  • $434.46 P/E (TTM): 48.6X Cap: $50.04B
  • View CLS Profile
  • View Questions on CLS
• Thomson Reuters Corporation (TRI $192.69)
  • $192.69 P/E (TTM): 36.15X Cap: $88.10B
  • View TRI Profile
  • View Questions on TRI
• 5N Plus Inc. (VNP $19.73)
  • $19.73 P/E (TTM): 29.06X Cap: $1.80B
  • View VNP Profile
  • View Questions on VNP
• TerraVest Industries Inc. (TVK $120.19)
  • $120.19 Cap: $2.64B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• EQB Inc. (EQB $84.49)
  • $84.49 P/E (TTM): 9.8X Cap: $3.23B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Kraken Robotics Inc. (PNG $5.19)
  • $5.19 P/E (TTM): 85.0X Cap: $1.58B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $6.00)
  • $6.00 P/E (TTM): 356.47X Cap: $658M
  • View ZDC Profile
  • View Questions on ZDC
• kneat.com inc. (KSI $4.06)
  • $4.06 Cap: $393M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Galaxy Digital Inc. Class A common stock (GLXY $35.17)
  • $35.17 Cap: $14.44B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: hi, can I get your current top 5 Canadian growth stocks for a TFSA today. And could I get your top 5 "beaten down of late" Canadian stocks that you feel have the best potential for a recovery in the next 1-6 months. cheers and thanks and take as many points as you need...
Chris

Upvote 23

Read Answer Asked by chris on November 10, 2025

• Celestica Inc. (CLS $434.46)
  • $434.46 P/E (TTM): 48.6X Cap: $50.04B
  • View CLS Profile
  • View Questions on CLS
• goeasy Ltd. (GSY $119.91)
  • $119.91 P/E (TTM): 8.98X Cap: $1.97B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Kraken Robotics Inc. (PNG $5.19)
  • $5.19 P/E (TTM): 85.0X Cap: $1.58B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $6.00)
  • $6.00 P/E (TTM): 356.47X Cap: $658M
  • View ZDC Profile
  • View Questions on ZDC
• Galaxy Digital Inc. Class A common stock (GLXY $35.17)
  • $35.17 Cap: $14.44B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: what are the top 5 companies to watch as mentioned in the "weekly brief" dated November 6th thanks Richard

Upvote 12

Read Answer Asked by richard on November 10, 2025

• Celestica Inc. (CLS $434.46)
  • $434.46 P/E (TTM): 48.6X Cap: $50.04B
  • View CLS Profile
  • View Questions on CLS
• 5N Plus Inc. (VNP $19.73)
  • $19.73 P/E (TTM): 29.06X Cap: $1.80B
  • View VNP Profile
  • View Questions on VNP
• Kraken Robotics Inc. (PNG $5.19)
  • $5.19 P/E (TTM): 85.0X Cap: $1.58B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $6.00)
  • $6.00 P/E (TTM): 356.47X Cap: $658M
  • View ZDC Profile
  • View Questions on ZDC
• Galaxy Digital Inc. Class A common stock (GLXY $35.17)
  • $35.17 Cap: $14.44B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: What are your top 5 growth companies in order and can you provide a brief statement for each why they make the grade? Also, when a market pullback hits, are any of them particularly susceptible to a larger pullback and why?

Upvote 12

Read Answer Asked on November 10, 2025

• Celestica Inc. (CLS $434.46)
  • $434.46 P/E (TTM): 48.6X Cap: $50.04B
  • View CLS Profile
  • View Questions on CLS

Q: This stock - CLS has gone crazy in the last year: FPE = 47, MS = FBV $322.70, TRI has a buy at this lofty FPE, and 15 analysts according to CIBC have price target for 2026 of $617.00. Who is right? At current price a full position for me would be 187 shs ( $90K). I see 5i still recommends a buy.

Upvote 11

Read Answer Asked by James on November 09, 2025

• Celestica Inc. (CLS $434.46)
  • $434.46 P/E (TTM): 48.6X Cap: $50.04B
  • View CLS Profile
  • View Questions on CLS
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $154.50)
  • $154.50 P/E (TTM): 24.22X Cap: $1.96B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: Would you buy the pullback in these stocks for a 1-2 year hold?

Upvote 8

Read Answer Asked by Allen on November 09, 2025

• Celestica Inc. (CLS $434.46)
  • $434.46 P/E (TTM): 48.6X Cap: $50.04B
  • View CLS Profile
  • View Questions on CLS
• Vertiv Holdings LLC Class A (VRT $166.65)
  • $166.65 P/E (TTM): 61.75X Cap: $65.28B
  • View VRT Profile
  • View Questions on VRT

Q: Hello,
I currently hold VRT and no CLS. Are they different enough to hold both or is one OK? Thanks for your great service!

Upvote 7

Read Answer Asked by jeff on November 06, 2025

• Celestica Inc. (CLS $434.46)
  • $434.46 P/E (TTM): 48.6X Cap: $50.04B
  • View CLS Profile
  • View Questions on CLS
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $154.50)
  • $154.50 P/E (TTM): 24.22X Cap: $1.96B
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Q: Recognizing size differences, which of these two companies are better value and which do you prefer for growth going forward. Thanks

Upvote 11

Read Answer Asked by Greg on November 06, 2025

• Dollarama Inc. (DOL $196.58)
  • $196.58 P/E (TTM): 42.94X Cap: $53.87B
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• Celestica Inc. (CLS $434.46)
  • $434.46 P/E (TTM): 48.6X Cap: $50.04B
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• Thomson Reuters Corporation (TRI $192.69)
  • $192.69 P/E (TTM): 36.15X Cap: $88.10B
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• TerraVest Industries Inc. (TVK $120.19)
  • $120.19 Cap: $2.64B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $154.50)
  • $154.50 P/E (TTM): 24.22X Cap: $1.96B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $99.28)
  • $99.28 P/E (TTM): 40.34X Cap: $11.23B
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• Propel Holdings Inc. (PRL $20.65)
  • $20.65 P/E (TTM): 9.91X Cap: $855M
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Q: I have the following small/mid caps in my portfolio. Can you rate them in term of potential growth in the next 3 years, starting with most preferred to least preferred?
High volatility is acceptable and I am not concerned about sector exposure.
Thank you very much.

ATZ
CLS
DOL
HPS.A
PRL
TRI
TVK

Upvote 13

Read Answer Asked by Anh on November 05, 2025

• Celestica Inc. (CLS $434.46)
  • $434.46 P/E (TTM): 48.6X Cap: $50.04B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.89)
  • $196.89 P/E (TTM): 82.52X Cap: $266.65B
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• Galaxy Digital Inc. Class A common stock (GLXY $35.17)
  • $35.17 Cap: $14.44B
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Q: A bit of a timely post here. But with stocks pulling back quite a bit the last 2 days, and tech stocks mostly leading that pullback. Some names have pulled back more than others. Of some of your favorite picks, LMN, GLXY, NBIS are down more than most. If you were adding funds today, what would be your top 3 picks to add to on this pullback (in the order you'd add)? Thx

Upvote 24

Read Answer Asked by Adam on November 04, 2025

• Celestica Inc. (CLS $434.46)
  • $434.46 P/E (TTM): 48.6X Cap: $50.04B
  • View CLS Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.89)
  • $196.89 P/E (TTM): 82.52X Cap: $266.65B
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• Electrovaya Inc. (ELVA $6.49)
  • $6.49 P/E (TTM): 168.86X Cap: $266M
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Q: What are 3 Canadian stocks tied to the hidden force behind the AI boom?

Upvote 9

Read Answer Asked by Jeff on November 03, 2025