Investment Q&A

Q: Can you please comment on the current valuation of Aritzia? I know that they keep upping guidance, so valuation metrics are changing. How high do you see this stock going this year? How is it valued based on FY27 metrics, and how does this compare to historical valuations? This company is a beast. Thank you

Q: Hello
one of the speakers at market call BNN and another show by TD investment
both like the industrials for a nice year 2026
for Canadian
could you kindly let me know 3-4 names in the Canadian market they I could invest in?
I do have CNR, TF11 and WSP already,
many thanks
Michael

Q: I need to sell some stocks for my 2026 RRIF mandatory withdrawal. Please help me to make better choices between TVK versus HPS.A and LMN versus TOI. Thank you for your great service. Bill.

Q: Hello Team,

Are you able to rank the above companies for the greatest appreciation over the next 3 years in your opinion. Thanks.

Q: Hello,
Out of the three stocks, which ones would rank the highest in terms of strong buys at this point? Thanks very much

Q: Hello Team,

Can you please rank the below companies based on long term growth over the next 3 years.
No need to worry about size/industry etc. Looking at deploying some cash.
Thanks.

Q: Dear Peter et al:

Happy Healthy Peaceful and Prosperous New Year to all the members of your excellent team. Including the lovely folks at CMS/MF Update!

My first question of the year!

A really "tough" and bit unfair question!
How can anyone choose a "favourite" child amongst their four terrific "kids":)
But here it goes.

Which is your favourite "child" for this year's TFSA contribution. For a "buy and forget" period!
CSU or LMN or TOI or.....BN :)
I have them in varying amounts in different portfolios!
All of them are up though CSU and it's "family" have lost a lot of their lustre.

Look forward to another good year with your team.

Make Portfolio Analytics "bit more personal", then I will come on board there as well :)

Q: Do you have 2026 earnings estimates for Aritzia and Groupe Dynamite? They trade on pretty high multiples of 2025 earnings, so just wondering how the p/e multiples look using the 2026 earnings estimates. Which do you prefer? Are they still buyable at the current prices?

Q: Do you like cp at this price

Q: Topping up my TFSA - have narrowed it down to one of the above companies. Which one would you choose and why?

Q: Your thoughts please on the news from Magna with their work with NVDA and with the stock doubling from April is it a good time to look at it again. Maybe an AI play now as well.

Thx

Q: I have no consumer staples, real estate, or utility stocks right now. How would you rank these sectors right now based on macro factors? Can you list two most compelling stocks for each category? Can be either USA or Canada.

Q: Hold these 3 stocks in TFSA: NVDA, FRU and HPS.A. I have $15K in cash. What stock would be a good addition?

Q: What are the 10 best Canadian stocks that have a higher ROIC percentage and allocate their capital really well for a 5-10 year hold

Q: What are your thoughts and/or insights regarding the monster Alberta AI data centre complex being promoted Kevin O'Leary? Are there any investable companies involved that aren't on the public radar yet that you would consider investing in? Thanks, and Happy New Year!

Q: TRI.CA: I was thinking of buying 500 shares of this stock. I t is down a fair bit due, I guess to AI concerns? I currently hold : BCE, T, BIP.UN, BMO, BNS, CM, CTC.A, EIF, ENB, TRP, GSY, CTC.A, L. MFC, IFC, T, TFII, . TFII, L, are recent buys on weakness (2025), I was thinking CJT as well. Comments please. This is a non-registered account.

Q: TRI is hitting 30-month lows. Do you have a sense of where the floor might be? Is there anything specific to account for the sharp reversal since last July?

Q: WHY IS TRI CONSTANTLY GOING DOWN WHILE THE REST OF THE MARKETS ARE INCREASING

Q: Could you please rank these companies from from most to least desirable for a new position:

GRID, TRI,ENS, STN, WSP, PSN, URI, KRMN, PNG, CECO, AXON

Q: My grandson owns these stocks and has some money to invest. What stocks would you suggest he add? What is he missing to have a well balanced portfolio?
Thanks for the great service.
Dorothy