Q: You’re thoughts on finning
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Dollarama Inc. (DOL $170.51)
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Celestica Inc. (CLS $549.77)
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Toromont Industries Ltd. (TIH $207.82)
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Thomson Reuters Corporation (TRI $126.99)
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Kraken Robotics Inc. (PNG $8.63)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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,
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
David
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Illumina Inc. (ILMN $130.50)
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Humana Inc. (HUM $217.40)
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Miscellaneous (MISC)
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Cipher Pharmaceuticals Inc. (CPH $18.25)
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goeasy Ltd. (GSY $32.68)
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Firan Technology Group Corporation (FTG $20.75)
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HIVE Digital Technologies Ltd. (HIVE $3.56)
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kneat.com inc. (KSI $4.28)
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Vitalhub Corp. (VHI $8.07)
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Sonoco Products Company (SON $47.58)
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Propel Holdings Inc. (PRL $22.28)
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Mama's Creations Inc. (MAMA $13.96)
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Skyward Specialty Insurance Group Inc. (SKWD $46.21)
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Harrow Inc Com (HROW $39.14)
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?
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?
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Dollarama Inc. (DOL $170.51)
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Wheaton Precious Metals Corp. (WPM $198.03)
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Toromont Industries Ltd. (TIH $207.82)
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Agnico Eagle Mines Limited (AEM $278.61)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $180.62)
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Cipher Pharmaceuticals Inc. (CPH $18.25)
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goeasy Ltd. (GSY $32.68)
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Tamarack Valley Energy Ltd. (TVE $11.80)
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TerraVest Industries Inc. (TVK $137.79)
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Kraken Robotics Inc. (PNG $8.63)
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Silvercorp Metals Inc. (SVM $17.12)
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Lundin Gold Inc. (LUG $106.06)
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Zedcor Inc. (ZDC $5.95)
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Vitalhub Corp. (VHI $8.07)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $91.40)
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
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
Thanks
David
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
Is there a case to be made for owning both …. Or neither?
Thank you
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!
Thank you and Happy Holidays!
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Celestica Inc. (CLS $549.77)
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Vertiv Holdings LLC Class A (VRT $305.14)
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Nebius Group N.V. (NBIS $156.14)
Q: can you talk about these stocks as investments
Thank You
Peter
Thank You
Peter
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Royal Bank of Canada (RY $241.26)
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Toronto-Dominion Bank (The) (TD $142.93)
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Bank of Nova Scotia (The) (BNS $102.77)
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Enbridge Inc. (ENB $70.86)
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Sun Life Financial Inc. (SLF $96.39)
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Constellation Software Inc. (CSU $2,651.50)
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Dollarama Inc. (DOL $170.51)
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Intact Financial Corporation (IFC $258.13)
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Celestica Inc. (CLS $549.77)
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Toromont Industries Ltd. (TIH $207.82)
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Thomson Reuters Corporation (TRI $126.99)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $180.62)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.20)
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.
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
cheers, Chris
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Manulife Financial Corporation (MFC $52.35)
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Great-West Lifeco Inc. (GWO $70.84)
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Sun Life Financial Inc. (SLF $96.39)
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?
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.
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Amazon.com Inc. (AMZN $255.36)
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Alphabet Inc. (GOOG $337.73)
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Intuitive Surgical Inc. (ISRG $483.62)
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Netflix Inc. (NFLX $93.24)
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NVIDIA Corporation (NVDA $202.50)
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Booking Holdings Inc. (BKNG $179.40)
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United Rentals Inc. (URI $802.79)
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Sun Life Financial Inc. (SLF $96.39)
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Constellation Software Inc. (CSU $2,651.50)
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Intact Financial Corporation (IFC $258.13)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $180.62)
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Axon Enterprise Inc. (AXON $403.15)
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Robinhood Markets Inc. (HOOD $88.43)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.20)
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Nebius Group N.V. (NBIS $156.14)
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Tesla CDR (CAD Hedged) (TSLA $33.91)
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
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
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Royal Bank of Canada (RY $241.26)
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Toronto-Dominion Bank (The) (TD $142.93)
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BMO Equal Weight Banks Index ETF (ZEB $64.92)
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.
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.
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Constellation Software Inc. (CSU $2,651.50)
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Descartes Systems Group Inc. (The) (DSG $102.90)
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Toromont Industries Ltd. (TIH $207.82)
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goeasy Ltd. (GSY $32.68)
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Topicus.com Inc. (TOI $104.03)
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Lumine Group Inc. (LMN $22.50)
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,
Grazi,
Q: What are your current thoughts on BDGI? Is it overbought? Thanks.
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?
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Magna International Inc. (MG $83.91)
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XPeng Inc. American depositary shares each representing two Class A (XPEV $16.97)
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
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
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Constellation Software Inc. (CSU $2,651.50)
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Celestica Inc. (CLS $549.77)
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Thomson Reuters Corporation (TRI $126.99)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $180.62)
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Firan Technology Group Corporation (FTG $20.75)
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5N Plus Inc. (VNP $33.41)
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Kraken Robotics Inc. (PNG $8.63)
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Zedcor Inc. (ZDC $5.95)
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kneat.com inc. (KSI $4.28)
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Vitalhub Corp. (VHI $8.07)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Kits Eyecare Ltd. (KITS $14.77)
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Tantalus Systems Holding Inc. (GRID $6.26)
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Electrovaya Inc. (ELVA $13.81)
Q: I am down on these two companies in my TFSA, and am thinking of selling in favor of another Canadian growth company. I already own ELVA, FTG, GRID, KITS, PNG, VNP and ZDC. Which would you add to, or do you suggest adding another growth company.