Investment Q&A

• Constellation Software Inc. (CSU $2,963.34)
  • $2,963.34 P/E (TTM): 69.47X Cap: $62.79B
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• ARC Resources Ltd. (ARX $26.24)
  • $26.24 P/E (TTM): 6.5X Cap: $14.97B
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• Tourmaline Oil Corp. (TOU $63.37)
  • $63.37 P/E (TTM): 88.01X Cap: $24.53B
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• Celestica Inc. (CLS $339.51)
  • $339.51 P/E (TTM): 34.88X Cap: $39.03B
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• Ninepoint Energy Income FUnd (NRGI)
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• Lumine Group Inc. (LMN $26.80)
  • $26.80 P/E (TTM): 103.9X Cap: $6.87B
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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 $257.46)
  • $257.46 P/E (TTM): 32.59X Cap: $3.77T
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• Amazon.com Inc. (AMZN $213.21)
  • $213.21 P/E (TTM): 29.74X Cap: $2.28T
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• Alphabet Inc. (GOOG $298.30)
  • $298.30 P/E (TTM): 27.59X Cap: $3.61T
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• Intuitive Surgical Inc. (ISRG $490.16)
  • $490.16 P/E (TTM): 62.28X Cap: $174.07B
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• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 36.29X Cap: $4.32T
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• Booking Holdings Inc. (BKNG $4,550.43)
  • $4,550.43 P/E (TTM): 27.39X Cap: $144.12B
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• Salesforce Inc. (CRM $202.11)
  • $202.11 P/E (TTM): 25.91X Cap: $186.54B
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• JPMorgan Chase & Co. (JPM $289.48)
  • $289.48 P/E (TTM): 14.47X Cap: $780.73B
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• Eli Lilly and Company (LLY $990.33)
  • $990.33 P/E (TTM): 43.15X Cap: $934.23B
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• United Rentals Inc. (URI $809.60)
  • $809.60 P/E (TTM): 20.97X Cap: $51B
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• Visa Inc. (V $317.36)
  • $317.36 P/E (TTM): 29.8X Cap: $608.06B
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• Toronto-Dominion Bank (The) (TD $130.06)
  • $130.06 P/E (TTM): 10.41X Cap: $217.36B
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• Enbridge Inc. (ENB $73.47)
  • $73.47 P/E (TTM): 28.1X Cap: $160.31B
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• Constellation Software Inc. (CSU $2,963.34)
  • $2,963.34 P/E (TTM): 69.47X Cap: $62.79B
  • View CSU Profile
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• Dollarama Inc. (DOL $193.63)
  • $193.63 P/E (TTM): 41.11X Cap: $53.01B
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• WSP Global Inc. (WSP $224.78)
  • $224.78 P/E (TTM): 30.17X Cap: $30.30B
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• Celestica Inc. (CLS $339.51)
  • $339.51 P/E (TTM): 34.88X Cap: $39.03B
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• Thomson Reuters Corporation (TRI $151.44)
  • $151.44 P/E (TTM): 28.68X Cap: $67.35B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $176.78)
  • $176.78 P/E (TTM): 140.01X Cap: $230.54B
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• Monolithic Power Systems Inc. (MPWR $1,023.16)
  • $1,023.16 P/E (TTM): 79.62X Cap: $50.25B
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• Axon Enterprise Inc. (AXON $574.01)
  • $574.01 P/E (TTM): 380.14X Cap: $46.14B
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• CECO Environmental Corp. (CECO $52.53)
  • $52.53 P/E (TTM): 38.63X Cap: $1.87B
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• EnerSys (ENS $155.14)
  • $155.14 P/E (TTM): 19.22X Cap: $5.71B
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• Galaxy Digital Inc. Class A common stock (GLXY $27.94)
  • $27.94 Cap: $10.91B
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• CrowdStrike Holdings Inc. (CRWD $428.99)
  • $428.99 Cap: $108.79B
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• Vertiv Holdings LLC Class A (VRT $241.78)
  • $241.78 P/E (TTM): 70.9X Cap: $92.50B
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• RTX Corporation (RTX $209.76)
  • $209.76 P/E (TTM): 42.29X Cap: $281.55B
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• Robinhood Markets Inc. (HOOD $77.09)
  • $77.09 P/E (TTM): 37.79X Cap: $69.40B
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• Brookfield Corporation Class A Limited Voting Shares (BN $55.97)
  • $55.97 P/E (TTM): 82.45X Cap: $125.67B
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• Nebius Group N.V. (NBIS $89.33)
  • $89.33 Cap: $21.27B
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• Costco CDR (CAD Hedged) (COST $44.82)
  • $44.82 P/E (TTM): 54.81X Cap: $601.18B
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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 35

Read Answer Asked by Don on November 12, 2025

• Canadian National Railway Company (CNR $145.13)
  • $145.13 P/E (TTM): 19.15X Cap: $88.73B
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• Constellation Software Inc. (CSU $2,963.34)
  • $2,963.34 P/E (TTM): 69.47X Cap: $62.79B
  • View CSU Profile
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• Celestica Inc. (CLS $339.51)
  • $339.51 P/E (TTM): 34.88X Cap: $39.03B
  • View CLS Profile
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• Thomson Reuters Corporation (TRI $151.44)
  • $151.44 P/E (TTM): 28.68X Cap: $67.35B
  • View TRI Profile
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• goeasy Ltd. (GSY $109.59)
  • $109.59 P/E (TTM): 7.98X Cap: $1.75B
  • View GSY Profile
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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 22

Read Answer Asked by Atchuta on November 11, 2025

• Alphabet Inc. (GOOG $298.30)
  • $298.30 P/E (TTM): 27.59X Cap: $3.61T
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• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 36.29X Cap: $4.32T
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• Celestica Inc. (CLS $339.51)
  • $339.51 P/E (TTM): 34.88X Cap: $39.03B
  • View CLS Profile
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• CECO Environmental Corp. (CECO $52.53)
  • $52.53 P/E (TTM): 38.63X Cap: $1.87B
  • View CECO Profile
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• EnerSys (ENS $155.14)
  • $155.14 P/E (TTM): 19.22X Cap: $5.71B
  • View ENS Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $27.94)
  • $27.94 Cap: $10.91B
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• Nebius Group N.V. (NBIS $89.33)
  • $89.33 Cap: $21.27B
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• Karman Holdings Inc. (KRMN $100.54)
  • $100.54 P/E (TTM): 1436.29X Cap: $13.30B
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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 $298.30)
  • $298.30 P/E (TTM): 27.59X Cap: $3.61T
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• Microsoft Corporation (MSFT $408.96)
  • $408.96 P/E (TTM): 25.58X Cap: $3.03T
  • View MSFT Profile
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• Celestica Inc. (CLS $339.51)
  • $339.51 P/E (TTM): 34.88X Cap: $39.03B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $176.78)
  • $176.78 P/E (TTM): 140.01X Cap: $230.54B
  • View SHOP Profile
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  • 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 $339.51)
  • $339.51 P/E (TTM): 34.88X Cap: $39.03B
  • View CLS Profile
  • View Questions on CLS
• Vertiv Holdings LLC Class A (VRT $241.78)
  • $241.78 P/E (TTM): 70.9X Cap: $92.50B
  • View VRT Profile
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• Nebius Group N.V. (NBIS $89.33)
  • $89.33 Cap: $21.27B
  • View NBIS Profile
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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 9

Read Answer Asked by Michael on November 10, 2025

• Celestica Inc. (CLS $339.51)
  • $339.51 P/E (TTM): 34.88X Cap: $39.03B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $176.78)
  • $176.78 P/E (TTM): 140.01X Cap: $230.54B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• 5N Plus Inc. (VNP $28.27)
  • $28.27 P/E (TTM): 37.18X Cap: $2.51B
  • View VNP Profile
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• TerraVest Industries Inc. (TVK $141.78)
  • $141.78 Cap: $3.07B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $189.69)
  • $189.69 P/E (TTM): 28.06X Cap: $2.25B
  • View HPS.A Profile
  • View Questions on HPS.A
• Kraken Robotics Inc. (PNG $8.36)
  • $8.36 P/E (TTM): 139.33X Cap: $2.56B
  • View PNG Profile
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  • View Reports on PNG
• Zedcor Inc. (ZDC $5.45)
  • $5.45 P/E (TTM): 389.29X Cap: $575M
  • View ZDC Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $27.94)
  • $27.94 Cap: $10.91B
  • View GLXY Profile
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• Tantalus Systems Holding Inc. (GRID $4.51)
  • $4.51 Cap: $232M
  • View GRID Profile
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $82.70)
  • $82.70 P/E (TTM): 54.77X Cap: $8.95B
  • View GRGD Profile
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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 $2,963.34)
  • $2,963.34 P/E (TTM): 69.47X Cap: $62.79B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Celestica Inc. (CLS $339.51)
  • $339.51 P/E (TTM): 34.88X Cap: $39.03B
  • View CLS Profile
  • View Questions on CLS
• Thomson Reuters Corporation (TRI $151.44)
  • $151.44 P/E (TTM): 28.68X Cap: $67.35B
  • View TRI Profile
  • View Questions on TRI
• 5N Plus Inc. (VNP $28.27)
  • $28.27 P/E (TTM): 37.18X Cap: $2.51B
  • View VNP Profile
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• TerraVest Industries Inc. (TVK $141.78)
  • $141.78 Cap: $3.07B
  • View TVK Profile
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  • View Reports on TVK
• EQB Inc. (EQB $119.03)
  • $119.03 P/E (TTM): 19.94X Cap: $4.35B
  • View EQB Profile
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• Kraken Robotics Inc. (PNG $8.36)
  • $8.36 P/E (TTM): 139.33X Cap: $2.56B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $5.45)
  • $5.45 P/E (TTM): 389.29X Cap: $575M
  • View ZDC Profile
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• kneat.com inc. (KSI $3.81)
  • $3.81 Cap: $364M
  • View KSI Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $27.94)
  • $27.94 Cap: $10.91B
  • View GLXY Profile
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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 $339.51)
  • $339.51 P/E (TTM): 34.88X Cap: $39.03B
  • View CLS Profile
  • View Questions on CLS
• goeasy Ltd. (GSY $109.59)
  • $109.59 P/E (TTM): 7.98X Cap: $1.75B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Kraken Robotics Inc. (PNG $8.36)
  • $8.36 P/E (TTM): 139.33X Cap: $2.56B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $5.45)
  • $5.45 P/E (TTM): 389.29X Cap: $575M
  • View ZDC Profile
  • View Questions on ZDC
• Galaxy Digital Inc. Class A common stock (GLXY $27.94)
  • $27.94 Cap: $10.91B
  • 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 $339.51)
  • $339.51 P/E (TTM): 34.88X Cap: $39.03B
  • View CLS Profile
  • View Questions on CLS
• 5N Plus Inc. (VNP $28.27)
  • $28.27 P/E (TTM): 37.18X Cap: $2.51B
  • View VNP Profile
  • View Questions on VNP
• Kraken Robotics Inc. (PNG $8.36)
  • $8.36 P/E (TTM): 139.33X Cap: $2.56B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $5.45)
  • $5.45 P/E (TTM): 389.29X Cap: $575M
  • View ZDC Profile
  • View Questions on ZDC
• Galaxy Digital Inc. Class A common stock (GLXY $27.94)
  • $27.94 Cap: $10.91B
  • 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 $339.51)
  • $339.51 P/E (TTM): 34.88X Cap: $39.03B
  • 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 $339.51)
  • $339.51 P/E (TTM): 34.88X Cap: $39.03B
  • View CLS Profile
  • View Questions on CLS
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $189.69)
  • $189.69 P/E (TTM): 28.06X Cap: $2.25B
  • 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 $339.51)
  • $339.51 P/E (TTM): 34.88X Cap: $39.03B
  • View CLS Profile
  • View Questions on CLS
• Vertiv Holdings LLC Class A (VRT $241.78)
  • $241.78 P/E (TTM): 70.9X Cap: $92.50B
  • 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 $339.51)
  • $339.51 P/E (TTM): 34.88X Cap: $39.03B
  • View CLS Profile
  • View Questions on CLS
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $189.69)
  • $189.69 P/E (TTM): 28.06X Cap: $2.25B
  • View HPS.A Profile
  • View Questions on HPS.A

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 $193.63)
  • $193.63 P/E (TTM): 41.11X Cap: $53.01B
  • View DOL Profile
  • View Questions on DOL
• Celestica Inc. (CLS $339.51)
  • $339.51 P/E (TTM): 34.88X Cap: $39.03B
  • View CLS Profile
  • View Questions on CLS
• Thomson Reuters Corporation (TRI $151.44)
  • $151.44 P/E (TTM): 28.68X Cap: $67.35B
  • View TRI Profile
  • View Questions on TRI
• TerraVest Industries Inc. (TVK $141.78)
  • $141.78 Cap: $3.07B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $189.69)
  • $189.69 P/E (TTM): 28.06X Cap: $2.25B
  • View HPS.A Profile
  • View Questions on HPS.A
• Aritzia Inc. Subordinate Voting Shares (ATZ $110.78)
  • $110.78 Cap: $12.78B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Propel Holdings Inc. (PRL $20.07)
  • $20.07 P/E (TTM): 10.41X Cap: $789M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

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 $339.51)
  • $339.51 P/E (TTM): 34.88X Cap: $39.03B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $176.78)
  • $176.78 P/E (TTM): 140.01X Cap: $230.54B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Galaxy Digital Inc. Class A common stock (GLXY $27.94)
  • $27.94 Cap: $10.91B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

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 $339.51)
  • $339.51 P/E (TTM): 34.88X Cap: $39.03B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $176.78)
  • $176.78 P/E (TTM): 140.01X Cap: $230.54B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Electrovaya Inc. (ELVA $10.60)
  • $10.60 P/E (TTM): 78.08X Cap: $508M
  • View ELVA Profile
  • View Questions on ELVA

Q: What are 3 Canadian stocks tied to the hidden force behind the AI boom?

Upvote 10

Read Answer Asked by Jeff on November 03, 2025

• Meta Platforms Inc. (META $644.86)
  • $644.86 P/E (TTM): 27.45X Cap: $1.63T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $298.30)
  • $298.30 P/E (TTM): 27.59X Cap: $3.61T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $408.96)
  • $408.96 P/E (TTM): 25.58X Cap: $3.03T
  • View MSFT Profile
  • View Questions on MSFT
• Celestica Inc. (CLS $339.51)
  • $339.51 P/E (TTM): 34.88X Cap: $39.03B
  • View CLS Profile
  • View Questions on CLS
• Vertiv Holdings LLC Class A (VRT $241.78)
  • $241.78 P/E (TTM): 70.9X Cap: $92.50B
  • View VRT Profile
  • View Questions on VRT

Q: What would be a good way to invest in AI? Reasonable risk level with 5 yr hold.

Upvote 18

Read Answer Asked by Tim on November 03, 2025

• Alphabet Inc. (GOOG $298.30)
  • $298.30 P/E (TTM): 27.59X Cap: $3.61T
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• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 36.29X Cap: $4.32T
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• Celestica Inc. (CLS $339.51)
  • $339.51 P/E (TTM): 34.88X Cap: $39.03B
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• Nebius Group N.V. (NBIS $89.33)
  • $89.33 Cap: $21.27B
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Q: How would you recommend I invest a 2% position in the AI sector for a 5 - 10 year hold? Willing to take some risk.

Upvote 27

Read Answer Asked by Tim on November 03, 2025

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,214.37)
  • $2,214.37 P/E (TTM): 7.57X Cap: $47.22B
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• Constellation Software Inc. (CSU $2,963.34)
  • $2,963.34 P/E (TTM): 69.47X Cap: $62.79B
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• Celestica Inc. (CLS $339.51)
  • $339.51 P/E (TTM): 34.88X Cap: $39.03B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $176.78)
  • $176.78 P/E (TTM): 140.01X Cap: $230.54B
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• Topicus.com Inc. (TOI $109.63)
  • $109.63 P/E (TTM): 339.61X Cap: $14.21B
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• Lumine Group Inc. (LMN $26.80)
  • $26.80 P/E (TTM): 103.9X Cap: $6.87B
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• Nvidia CDR (CAD Hedged) (NVDA $40.24)
  • $40.24 P/E (TTM): 60.48X Cap: $5.86T
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Q: Can you give me your latest thoughts on these 7 stocks along with good entry points c/w rating (out of 10) and also in what order to buy



Thanks for your great service

Upvote 18

Read Answer Asked by Terence on October 31, 2025