Investment Q&A

• Tantalus Systems Holding Inc. (GRID $4.99)
  • $4.99 Cap: $250M
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• Electrovaya Inc. (ELVA $11.99)
  • $11.99 P/E (TTM): 114.46X Cap: $504M
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Q: Hi Team,
I am looking for a tfsa candidate to play the secular growing demand in the north American electricity grid. Would Grid fit the bill here? The company seems to be doing well, and with a smaller 240mil market cap it seems that there could be multi bagger opportunity here over the next decade, would your agree? If you do not see Grid as a top pick today, do you have a couple alternative suggestions for a high conviction growth stock for this years tfsa contribution?

Thanks,
Shane.

Upvote 4

Read Answer Asked by Shane on January 06, 2026

• Finning International Inc. (FTT $76.28)
  • $76.28 P/E (TTM): 15.2X Cap: $10.01B
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Q: You’re thoughts on finning

Upvote 3

Read Answer Asked by Stuart on January 06, 2026

• Dollarama Inc. (DOL $200.25)
  • $200.25 P/E (TTM): 43.77X Cap: $54.56B
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• Celestica Inc. (CLS $421.20)
  • $421.20 P/E (TTM): 50.14X Cap: $48.45B
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• Toromont Industries Ltd. (TIH $167.27)
  • $167.27 P/E (TTM): 27.74X Cap: $13.61B
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• Thomson Reuters Corporation (TRI $180.44)
  • $180.44 P/E (TTM): 32.55X Cap: $79.25B
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• Kraken Robotics Inc. (PNG $7.10)
  • $7.10 P/E (TTM): 113.17X Cap: $2.18B
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• Galaxy Digital Inc. Class A common stock (GLXY $36.04)
  • $36.04 Cap: $14.07B
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Q: In the growth portfolio, could you list the companies you would add to in a TFSA from highest conviction to lowest. Maybe six of them,

Upvote 6

Read Answer Asked by Helen on January 06, 2026

• 5N Plus Inc. (VNP $18.35)
  • $18.35 P/E (TTM): 26.78X Cap: $1.65B
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• Tantalus Systems Holding Inc. (GRID $4.99)
  • $4.99 Cap: $250M
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Q: I hold small (less than 1%) positions in VNP and GRID. I would like to beef up the size of my holdings or sell and redistribute the funds into other positions. Would you put more money into VNP and GRID, combine the two into one holding of either VNP or GRID, or reallocate the funds. Thank you for your help with this.
David

Upvote 7

Read Answer Asked by David on January 06, 2026

• Illumina Inc. (ILMN $147.11)
  • $147.11 P/E (TTM): 32.56X Cap: $22.47B
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• Humana Inc. (HUM $279.84)
  • $279.84 P/E (TTM): 24.72X Cap: $33.17B
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• Miscellaneous (MISC)
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• Cipher Pharmaceuticals Inc. (CPH $14.69)
  • $14.69 P/E (TTM): 16.21X Cap: $372M
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• goeasy Ltd. (GSY $136.87)
  • $136.87 P/E (TTM): 9.57X Cap: $2.12B
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• Firan Technology Group Corporation (FTG $11.58)
  • $11.58 P/E (TTM): 27.0X Cap: $290M
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• HIVE Digital Technologies Ltd. (HIVE $4.23)
  • $4.23 P/E (TTM): 22.72X Cap: $974M
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• kneat.com inc. (KSI $5.00)
  • $5.00 Cap: $476M
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• Vitalhub Corp. (VHI $9.02)
  • $9.02 P/E (TTM): 187.06X Cap: $569M
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• Sonoco Products Company (SON $46.39)
  • $46.39 P/E (TTM): 7.04X Cap: $4.37B
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• Propel Holdings Inc. (PRL $24.58)
  • $24.58 P/E (TTM): 11.35X Cap: $944M
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• Mama's Creations Inc. (MAMA $12.66)
  • $12.66 P/E (TTM): 117.55X Cap: $525M
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• Skyward Specialty Insurance Group Inc. (SKWD $47.43)
  • $47.43 P/E (TTM): 14.43X Cap: $2.06B
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• Harrow Inc Com (HROW $53.50)
  • $53.50 Cap: $2.02B
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Q: Hi,
You’ve mentioned a lot of small caps that have already had significant growth in share price. What are some small cap names that have not yet landed on everyone’s radar?

Upvote 7

Read Answer Asked by Ian on January 06, 2026

• Dollarama Inc. (DOL $200.25)
  • $200.25 P/E (TTM): 43.77X Cap: $54.56B
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• Wheaton Precious Metals Corp. (WPM $173.06)
  • $173.06 P/E (TTM): 53.42X Cap: $75.53B
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• Toromont Industries Ltd. (TIH $167.27)
  • $167.27 P/E (TTM): 27.74X Cap: $13.61B
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• Agnico Eagle Mines Limited (AEM $249.67)
  • $249.67 P/E (TTM): 29.22X Cap: $121.27B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $233.00)
  • $233.00 P/E (TTM): 138.22X Cap: $298.07B
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• Cipher Pharmaceuticals Inc. (CPH $14.69)
  • $14.69 P/E (TTM): 16.21X Cap: $372M
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• goeasy Ltd. (GSY $136.87)
  • $136.87 P/E (TTM): 9.57X Cap: $2.12B
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• Tamarack Valley Energy Ltd. (TVE $7.62)
  • $7.62 Cap: $384M
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• TerraVest Industries Inc. (TVK $161.25)
  • $161.25 Cap: $3.55B
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• Kraken Robotics Inc. (PNG $7.10)
  • $7.10 P/E (TTM): 113.17X Cap: $2.18B
  • View PNG Profile
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• Silvercorp Metals Inc. (SVM $12.76)
  • $12.76 P/E (TTM): 73.17X Cap: $2.81B
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• Lundin Gold Inc. (LUG $113.24)
  • $113.24 P/E (TTM): 28.73X Cap: $27.33B
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• Zedcor Inc. (ZDC $5.71)
  • $5.71 P/E (TTM): 452.14X Cap: $667M
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• Vitalhub Corp. (VHI $9.02)
  • $9.02 P/E (TTM): 187.06X Cap: $569M
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• Galaxy Digital Inc. Class A common stock (GLXY $36.04)
  • $36.04 Cap: $14.07B
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $78.85)
  • $78.85 P/E (TTM): 53.67X Cap: $8.54B
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Q: Hi Group please give me your top 6 sectors for 2026 (in order of preference please. Also can you give me you top 2 picks for each sector also in order of preference Lastly too late to buy gold and silver and copper what is your top picks in Gold and silver as well please assuming you recommend buy at this late date...thanks

Upvote 31

Read Answer Asked by Terence on January 05, 2026

• goeasy Ltd. (GSY $136.87)
  • $136.87 P/E (TTM): 9.57X Cap: $2.12B
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Q: I am starting to think about my 2026 contribution to my TFSA. I wonder if I might have your highest conviction growth stock pick where risk and volatility are not a concern.

Thanks
David

Upvote 19

Read Answer Asked by David on December 29, 2025

• Tokens.com Corp. (COIN)
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• Galaxy Digital Inc. (GLXY $26.08)
  • $26.08 Cap: $10.27B
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Q: Given a preference to own one of these versus both, would you favor COIN or GLXY, and why?

Is there a case to be made for owning both …. Or neither?

Thank you

Upvote 5

Read Answer Asked by Donald on December 23, 2025

• Groupe Dynamite Inc. Subordinate voting shares (GRGD $78.85)
  • $78.85 P/E (TTM): 53.67X Cap: $8.54B
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Q: Where would you rank Groupe Dynamite Inc amongst your favourite mid cap companies ? Assuming you feel it is in fact a mid cap stock at a 9 B market cap. A reason please. +5 year hold for a TFSA.

Thank you and Happy Holidays!

Upvote 7

Read Answer Asked by Nick on December 23, 2025

• Celestica Inc. (CLS $421.20)
  • $421.20 P/E (TTM): 50.14X Cap: $48.45B
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• Vertiv Holdings LLC Class A (VRT $174.95)
  • $174.95 P/E (TTM): 66.27X Cap: $66.89B
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• Nebius Group N.V. (NBIS $100.24)
  • $100.24 Cap: $23.86B
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Q: can you talk about these stocks as investments
Thank You
Peter

Upvote 18

Read Answer Asked by Peter on December 23, 2025

• Royal Bank of Canada (RY $235.45)
  • $235.45 P/E (TTM): 16.27X Cap: $333.60B
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• Toronto-Dominion Bank (The) (TD $130.73)
  • $130.73 P/E (TTM): 11.1X Cap: $225.81B
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• Bank of Nova Scotia (The) (BNS $99.74)
  • $99.74 P/E (TTM): 25.16X Cap: $127.65B
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• Enbridge Inc. (ENB $63.15)
  • $63.15 P/E (TTM): 25.26X Cap: $139.75B
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• Sun Life Financial Inc. (SLF $87.89)
  • $87.89 P/E (TTM): 21.58X Cap: $48.71B
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• Constellation Software Inc. (CSU $3,256.73)
  • $3,256.73 P/E (TTM): 75.16X Cap: $69.01B
  • View CSU Profile
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• Dollarama Inc. (DOL $200.25)
  • $200.25 P/E (TTM): 43.77X Cap: $54.56B
  • View DOL Profile
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• Intact Financial Corporation (IFC $279.99)
  • $279.99 P/E (TTM): 23.56X Cap: $49.78B
  • View IFC Profile
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• Celestica Inc. (CLS $421.20)
  • $421.20 P/E (TTM): 50.14X Cap: $48.45B
  • View CLS Profile
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• Toromont Industries Ltd. (TIH $167.27)
  • $167.27 P/E (TTM): 27.74X Cap: $13.61B
  • View TIH Profile
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• Thomson Reuters Corporation (TRI $180.44)
  • $180.44 P/E (TTM): 32.55X Cap: $79.25B
  • View TRI Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $233.00)
  • $233.00 P/E (TTM): 138.22X Cap: $298.07B
  • View SHOP Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $67.90)
  • $67.90 P/E (TTM): 93.45X Cap: $150.81B
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Q: We are looking to inject more growth into our TFSAs - can accept reasonable degree of risk. Looking for concentrated list 10 stocks for 3-5 year hold.

Upvote 34

Read Answer Asked by sam on December 22, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $36.04)
  • $36.04 Cap: $14.07B
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Q: hi, a couple of questions on GLXY: is the company making a profit now? does it have a PE and PEG ratio? approximately what percentage of the income comes from it's various sources? how much is the income related to the price of Bitcoin and/or other digital currencies"currency" concoctions?
cheers, Chris

Upvote 10

Read Answer Asked by chris on December 19, 2025

• Manulife Financial Corporation (MFC $51.64)
  • $51.64 P/E (TTM): 15.64X Cap: $85.19B
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• Great-West Lifeco Inc. (GWO $68.09)
  • $68.09 P/E (TTM): 15.32X Cap: $62.24B
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• Sun Life Financial Inc. (SLF $87.89)
  • $87.89 P/E (TTM): 21.58X Cap: $48.71B
  • View SLF Profile
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Q: GWO has done extremely well this year, up over 40%, while MFC is up over 11%. SLF, though, has lagged, down about 1.5% over the past year. What explains the wide gulf in their stock performance?

Upvote 7

Read Answer Asked by John on December 18, 2025

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.97)
  • $12.97 P/E (TTM): 29.35X Cap: $3.80B
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Q: Hello, Please provide some thoughts around the Dream Industrial REIT Strategic Partnership With CPP announced Dec 17, 2025. Would you expect this to be a catalyst towards a bullish run for DIR.UN? Thanks.

Upvote 6

Read Answer Asked by Mark on December 18, 2025

• Amazon.com Inc. (AMZN $240.93)
  • $240.93 P/E (TTM): 31.99X Cap: $2.49T
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• Alphabet Inc. (GOOG $314.55)
  • $314.55 P/E (TTM): 31.32X Cap: $3.79T
  • View GOOG Profile
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• Intuitive Surgical Inc. (ISRG $592.85)
  • $592.85 P/E (TTM): 74.82X Cap: $210.16B
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• Netflix Inc. (NFLX $90.65)
  • $90.65 P/E (TTM): 38.01X Cap: $387.54B
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• NVIDIA Corporation (NVDA $187.24)
  • $187.24 P/E (TTM): 46.86X Cap: $4.57T
  • View NVDA Profile
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• Booking Holdings Inc. (BKNG $5,348.39)
  • $5,348.39 P/E (TTM): 34.68X Cap: $173.01B
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• United Rentals Inc. (URI $892.10)
  • $892.10 P/E (TTM): 21.77X Cap: $56.44B
  • View URI Profile
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• Sun Life Financial Inc. (SLF $87.89)
  • $87.89 P/E (TTM): 21.58X Cap: $48.71B
  • View SLF Profile
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• Constellation Software Inc. (CSU $3,256.73)
  • $3,256.73 P/E (TTM): 75.16X Cap: $69.01B
  • View CSU Profile
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• Intact Financial Corporation (IFC $279.99)
  • $279.99 P/E (TTM): 23.56X Cap: $49.78B
  • View IFC Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $233.00)
  • $233.00 P/E (TTM): 138.22X Cap: $298.07B
  • View SHOP Profile
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  • View Reports on SHOP
• Axon Enterprise Inc. (AXON $626.65)
  • $626.65 P/E (TTM): 178.65X Cap: $49.44B
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• Robinhood Markets Inc. (HOOD $121.70)
  • $121.70 P/E (TTM): 48.0X Cap: $110.81B
  • View HOOD Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $67.90)
  • $67.90 P/E (TTM): 93.45X Cap: $150.81B
  • View BN Profile
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• Nebius Group N.V. (NBIS $100.24)
  • $100.24 Cap: $23.86B
  • View NBIS Profile
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• Tesla CDR (CAD Hedged) (TSLA $38.21)
  • $38.21 P/E (TTM): 214.74X Cap: $1.99T
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Q: Hi I hold the following positions
CSU overweight
CLS overweight
GOOG overweight
BN overweight
GLXY
NBIS
NVDA
ISRG
AXON
SHOP
AMAZON
HOOD
VOO
URI
PNG

Would you add to existing positions or choose to buy others?

Please list your top 5 other stocks, and a brief reason for each ? Cnd or US

Thank you

Upvote 28

Read Answer Asked by Nick on December 17, 2025

• Royal Bank of Canada (RY $235.45)
  • $235.45 P/E (TTM): 16.27X Cap: $333.60B
  • View RY Profile
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• Toronto-Dominion Bank (The) (TD $130.73)
  • $130.73 P/E (TTM): 11.1X Cap: $225.81B
  • View TD Profile
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• BMO Equal Weight Banks Index ETF (ZEB $58.94)
  • $58.94 P/E (TTM): 11.77X Cap: $5.79B
  • View ZEB Profile
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Q: Good morning,

If one wanted 15% exposure to Canadian banks, would you buy TD and RY for 7.5% each, or would you buy TD, RY and ZEB for 5% each?

Thanks as always.

Upvote 7

Read Answer Asked by Trevor on December 17, 2025

• Constellation Software Inc. (CSU $3,256.73)
  • $3,256.73 P/E (TTM): 75.16X Cap: $69.01B
  • View CSU Profile
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• Descartes Systems Group Inc. (The) (DSG $118.15)
  • $118.15 P/E (TTM): 50.46X Cap: $9.99B
  • View DSG Profile
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• Toromont Industries Ltd. (TIH $167.27)
  • $167.27 P/E (TTM): 27.74X Cap: $13.61B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• goeasy Ltd. (GSY $136.87)
  • $136.87 P/E (TTM): 9.57X Cap: $2.12B
  • View GSY Profile
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  • View Reports on GSY
• Topicus.com Inc. (TOI $127.92)
  • $127.92 P/E (TTM): 1048.32X Cap: $10.40B
  • View TOI Profile
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• Lumine Group Inc. (LMN $26.99)
  • $26.99 P/E (TTM): 103.61X Cap: $6.95B
  • View LMN Profile
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Q: I have 26 positions in a combination of your growth and balanced funds and have liquidity to add 3 or 4 new positions or add on's to what I have. Without listing my positions, is it fair to ask you for your 'fav' 5 or 6 undervalued equities that I could add while there is tax loss selling?
Grazi,

Upvote 29

Read Answer Asked by Claus on December 16, 2025

• Badger Infrastructure Solutions Ltd. (BDGI $72.64)
  • $72.64 P/E (TTM): 29.07X Cap: $2.47B
  • View BDGI Profile
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Q: What are your current thoughts on BDGI? Is it overbought? Thanks.

Upvote 2

Read Answer Asked by Molly on December 15, 2025

• Wheaton Precious Metals Corp. (WPM $173.06)
  • $173.06 P/E (TTM): 53.42X Cap: $75.53B
  • View WPM Profile
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• Agnico Eagle Mines Limited (AEM $249.67)
  • $249.67 P/E (TTM): 29.22X Cap: $121.27B
  • View AEM Profile
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Q: To follow up on a previous question that asked about short term. Would you give an edge to AEM compared to WPM going forward over the next 3-5 years?

Upvote 6

Read Answer Asked by Matthew on December 15, 2025

• Magna International Inc. (MG $78.30)
  • $78.30 P/E (TTM): 14.94X Cap: $21.34B
  • View MG Profile
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• XPeng Inc. American depositary shares each representing two Class A (XPEV $20.11)
  • $20.11 Cap: $19.10B
  • View XPEV Profile
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Q: Good day to you all

I understand it s the early stages ,but would like to know your expert opinion on the joint venture Magna is doing with Xpeng to assemble their cars in Europe

Thanks a lot and best wishes for the Season

Upvote 1

Read Answer Asked by georges on December 12, 2025