Investment Q&A

• Dollarama Inc. (DOL $170.13)
  • $170.13 P/E (TTM): 35.97X Cap: $46.50B
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• Celestica Inc. (CLS $563.35)
  • $563.35 P/E (TTM): 55.4X Cap: $61.79B
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• Toromont Industries Ltd. (TIH $211.29)
  • $211.29 P/E (TTM): 34.24X Cap: $17.16B
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• Thomson Reuters Corporation (TRI $121.59)
  • $121.59 P/E (TTM): 27.55X Cap: $54.95B
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• Kraken Robotics Inc. (PNG $8.03)
  • $8.03 Cap: $2.50B
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• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
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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 14

Read Answer Asked by Helen on January 06, 2026

• 5N Plus Inc. (VNP $33.31)
  • $33.31 P/E (TTM): 43.11X Cap: $2.96B
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• Tantalus Systems Holding Inc. (GRID $6.10)
  • $6.10 Cap: $340M
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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 10

Read Answer Asked by David on January 06, 2026

• Illumina Inc. (ILMN $127.54)
  • $127.54 P/E (TTM): 23.86X Cap: $19.05B
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• Humana Inc. (HUM $213.24)
  • $213.24 P/E (TTM): 22.07X Cap: $25.92B
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• Miscellaneous (MISC)
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• Cipher Pharmaceuticals Inc. (CPH $18.45)
  • $18.45 P/E (TTM): 12.56X Cap: $459M
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• goeasy Ltd. (GSY $31.78)
  • $31.78 P/E (TTM): 2.38X Cap: $530M
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• Firan Technology Group Corporation (FTG $20.00)
  • $20.00 P/E (TTM): 45.11X Cap: $500M
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• HIVE Digital Technologies Ltd. (HIVE $3.47)
  • $3.47 Cap: $869M
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• kneat.com inc. (KSI $4.42)
  • $4.42 Cap: $412M
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• Vitalhub Corp. (VHI $8.13)
  • $8.13 P/E (TTM): 80.7X Cap: $495M
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• Sonoco Products Company (SON $48.30)
  • $48.30 P/E (TTM): 4.72X Cap: $5.66B
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• Propel Holdings Inc. (PRL $22.57)
  • $22.57 P/E (TTM): 11.34X Cap: $871M
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• Mama's Creations Inc. (MAMA $14.27)
  • $14.27 P/E (TTM): 116.33X Cap: $597M
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• Skyward Specialty Insurance Group Inc. (SKWD $45.87)
  • $45.87 P/E (TTM): 11.35X Cap: $2.05B
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• Harrow Inc Com (HROW $39.17)
  • $39.17 Cap: $1.44B
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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 12

Read Answer Asked by Ian on January 06, 2026

• Dollarama Inc. (DOL $170.13)
  • $170.13 P/E (TTM): 35.97X Cap: $46.50B
  • View DOL Profile
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• Wheaton Precious Metals Corp. (WPM $191.84)
  • $191.84 P/E (TTM): 44.16X Cap: $88.07B
  • View WPM Profile
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• Toromont Industries Ltd. (TIH $211.29)
  • $211.29 P/E (TTM): 34.24X Cap: $17.16B
  • View TIH Profile
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• Agnico Eagle Mines Limited (AEM $273.02)
  • $273.02 P/E (TTM): 22.7X Cap: $136.49B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $169.86)
  • $169.86 P/E (TTM): 140.33X Cap: $222.05B
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• Cipher Pharmaceuticals Inc. (CPH $18.45)
  • $18.45 P/E (TTM): 12.56X Cap: $459M
  • View CPH Profile
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• goeasy Ltd. (GSY $31.78)
  • $31.78 P/E (TTM): 2.38X Cap: $530M
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• Tamarack Valley Energy Ltd. (TVE $11.96)
  • $11.96 Cap: $5.83B
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• TerraVest Industries Inc. (TVK $137.89)
  • $137.89 Cap: $3.01B
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• Kraken Robotics Inc. (PNG $8.03)
  • $8.03 Cap: $2.50B
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• Silvercorp Metals Inc. (SVM $17.25)
  • $17.25 Cap: $3.66B
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• Lundin Gold Inc. (LUG $101.75)
  • $101.75 P/E (TTM): 23.51X Cap: $24.74B
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• Zedcor Inc. (ZDC $5.92)
  • $5.92 P/E (TTM): 297.5X Cap: $663M
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• Vitalhub Corp. (VHI $8.13)
  • $8.13 P/E (TTM): 80.7X Cap: $495M
  • View VHI Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $87.51)
  • $87.51 P/E (TTM): 43.32X Cap: $9.50B
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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 38

Read Answer Asked by Terence on January 05, 2026

Q: Happy New Year!

What would be your top 3 stocks from each of your Growth, Balanced, and Income portfolios if one was starting out now?

Upvote 23

Read Answer Asked by Stephen on January 05, 2026

• Miscellaneous (MISC)
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Q: Would appreciate your advice for RRSP - 15 to 20 concentrated ETF/stocks quality plus growth Portfolio for 3-5 years hold.

Upvote 16

Read Answer Asked by sam on December 29, 2025

• Tokens.com Corp. (COIN)
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• Galaxy Digital Inc. (GLXY $25.62)
  • $25.62 Cap: $10.26B
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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 $87.51)
  • $87.51 P/E (TTM): 43.32X Cap: $9.50B
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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 $563.35)
  • $563.35 P/E (TTM): 55.4X Cap: $61.79B
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• Vertiv Holdings LLC Class A (VRT $326.51)
  • $326.51 P/E (TTM): 89.48X Cap: $123.58B
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• Nebius Group N.V. (NBIS $147.50)
  • $147.50 Cap: $37.40B
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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 $240.22)
  • $240.22 P/E (TTM): 16.18X Cap: $334.55B
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• Toronto-Dominion Bank (The) (TD $143.83)
  • $143.83 P/E (TTM): 11.44X Cap: $240.01B
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• Bank of Nova Scotia (The) (BNS $103.48)
  • $103.48 P/E (TTM): 19.99X Cap: $126.60B
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• Enbridge Inc. (ENB $72.38)
  • $72.38 P/E (TTM): 21.6X Cap: $156.93B
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• Sun Life Financial Inc. (SLF $97.97)
  • $97.97 P/E (TTM): 15.67X Cap: $53.66B
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• Constellation Software Inc. (CSU $2,387.68)
  • $2,387.68 P/E (TTM): 79.13X Cap: $53B
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• Dollarama Inc. (DOL $170.13)
  • $170.13 P/E (TTM): 35.97X Cap: $46.50B
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• Intact Financial Corporation (IFC $257.36)
  • $257.36 P/E (TTM): 13.94X Cap: $46.22B
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• Celestica Inc. (CLS $563.35)
  • $563.35 P/E (TTM): 55.4X Cap: $61.79B
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• Toromont Industries Ltd. (TIH $211.29)
  • $211.29 P/E (TTM): 34.24X Cap: $17.16B
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• Thomson Reuters Corporation (TRI $121.59)
  • $121.59 P/E (TTM): 27.55X Cap: $54.95B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $169.86)
  • $169.86 P/E (TTM): 140.33X Cap: $222.05B
  • View SHOP Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.23)
  • $62.23 P/E (TTM): 84.56X Cap: $139.10B
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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 $28.26)
  • $28.26 Cap: $11.03B
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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

Q: Curious about how 5i adjusts their individual stock allocation in the portfolios. Do you annually take a broad look and make adjustments or do you just clip a stock if it becomes overvalued or to much within the portfolio. With the new money do you add to another stock or put the proceeds in cash.

Upvote 4

Read Answer Asked by Mark on December 19, 2025

• Manulife Financial Corporation (MFC $53.18)
  • $53.18 P/E (TTM): 17.22X Cap: $88.81B
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• Great-West Lifeco Inc. (GWO $71.60)
  • $71.60 P/E (TTM): 16.4X Cap: $65.04B
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• Sun Life Financial Inc. (SLF $97.97)
  • $97.97 P/E (TTM): 15.67X Cap: $53.66B
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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 $13.85)
  • $13.85 P/E (TTM): 36.86X Cap: $4.04B
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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 $262.67)
  • $262.67 P/E (TTM): 35.62X Cap: $2.74T
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• Alphabet Inc. (GOOG $341.06)
  • $341.06 P/E (TTM): 31.24X Cap: $4.10T
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• Intuitive Surgical Inc. (ISRG $480.18)
  • $480.18 P/E (TTM): 61.45X Cap: $169.58B
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• Netflix Inc. (NFLX $92.47)
  • $92.47 P/E (TTM): 30.12X Cap: $390.84B
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• NVIDIA Corporation (NVDA $209.23)
  • $209.23 P/E (TTM): 41.33X Cap: $4.85T
  • View NVDA Profile
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• Booking Holdings Inc. (BKNG $180.82)
  • $180.82 P/E (TTM): 1.08X Cap: $138.42B
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• United Rentals Inc. (URI $967.73)
  • $967.73 P/E (TTM): 20.79X Cap: $61.81B
  • View URI Profile
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• Sun Life Financial Inc. (SLF $97.97)
  • $97.97 P/E (TTM): 15.67X Cap: $53.66B
  • View SLF Profile
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• Constellation Software Inc. (CSU $2,387.68)
  • $2,387.68 P/E (TTM): 79.13X Cap: $53B
  • View CSU Profile
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• Intact Financial Corporation (IFC $257.36)
  • $257.36 P/E (TTM): 13.94X Cap: $46.22B
  • View IFC Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $169.86)
  • $169.86 P/E (TTM): 140.33X Cap: $222.05B
  • View SHOP Profile
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• Axon Enterprise Inc. (AXON $391.18)
  • $391.18 P/E (TTM): 266.99X Cap: $31.63B
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• Robinhood Markets Inc. (HOOD $84.24)
  • $84.24 P/E (TTM): 43.35X Cap: $75.25B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.23)
  • $62.23 P/E (TTM): 84.56X Cap: $139.10B
  • View BN Profile
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• Nebius Group N.V. (NBIS $147.50)
  • $147.50 Cap: $37.40B
  • View NBIS Profile
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• Tesla CDR (CAD Hedged) (TSLA $32.85)
  • $32.85 P/E (TTM): 358.81X Cap: $2.05T
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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 $240.22)
  • $240.22 P/E (TTM): 16.18X Cap: $334.55B
  • View RY Profile
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• Toronto-Dominion Bank (The) (TD $143.83)
  • $143.83 P/E (TTM): 11.44X Cap: $240.01B
  • View TD Profile
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• BMO Equal Weight Banks Index ETF (ZEB $65.32)
  • $65.32 P/E (TTM): 15.44X Cap: $5.20B
  • 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 $2,387.68)
  • $2,387.68 P/E (TTM): 79.13X Cap: $53B
  • View CSU Profile
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  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $97.65)
  • $97.65 P/E (TTM): 41.77X Cap: $8.52B
  • View DSG Profile
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• Toromont Industries Ltd. (TIH $211.29)
  • $211.29 P/E (TTM): 34.24X Cap: $17.16B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• goeasy Ltd. (GSY $31.78)
  • $31.78 P/E (TTM): 2.38X Cap: $530M
  • View GSY Profile
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  • View Reports on GSY
• Topicus.com Inc. (TOI $96.93)
  • $96.93 P/E (TTM): 325.37X Cap: $13.02B
  • View TOI Profile
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• Lumine Group Inc. (LMN $20.41)
  • $20.41 P/E (TTM): 37.81X Cap: $5.32B
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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

• Wheaton Precious Metals Corp. (WPM $191.84)
  • $191.84 P/E (TTM): 44.16X Cap: $88.07B
  • View WPM Profile
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• Agnico Eagle Mines Limited (AEM $273.02)
  • $273.02 P/E (TTM): 22.7X Cap: $136.49B
  • 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 $86.18)
  • $86.18 P/E (TTM): 20.55X Cap: $24B
  • View MG Profile
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• XPeng Inc. American depositary shares each representing two Class A (XPEV $16.37)
  • $16.37 Cap: $15.19B
  • 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

• Constellation Software Inc. (CSU $2,387.68)
  • $2,387.68 P/E (TTM): 79.13X Cap: $53B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Celestica Inc. (CLS $563.35)
  • $563.35 P/E (TTM): 55.4X Cap: $61.79B
  • View CLS Profile
  • View Questions on CLS
• Thomson Reuters Corporation (TRI $121.59)
  • $121.59 P/E (TTM): 27.55X Cap: $54.95B
  • View TRI Profile
  • View Questions on TRI
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $169.86)
  • $169.86 P/E (TTM): 140.33X Cap: $222.05B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Firan Technology Group Corporation (FTG $20.00)
  • $20.00 P/E (TTM): 45.11X Cap: $500M
  • View FTG Profile
  • View Questions on FTG
  • View Reports on FTG
• 5N Plus Inc. (VNP $33.31)
  • $33.31 P/E (TTM): 43.11X Cap: $2.96B
  • View VNP Profile
  • View Questions on VNP
• Kraken Robotics Inc. (PNG $8.03)
  • $8.03 Cap: $2.50B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $5.92)
  • $5.92 P/E (TTM): 297.5X Cap: $663M
  • View ZDC Profile
  • View Questions on ZDC
• kneat.com inc. (KSI $4.42)
  • $4.42 Cap: $412M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Vitalhub Corp. (VHI $8.13)
  • $8.13 P/E (TTM): 80.7X Cap: $495M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Kits Eyecare Ltd. (KITS $14.54)
  • $14.54 P/E (TTM): 147.7X Cap: $494M
  • View KITS Profile
  • View Questions on KITS
• Tantalus Systems Holding Inc. (GRID $6.10)
  • $6.10 Cap: $340M
  • View GRID Profile
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• Electrovaya Inc. (ELVA $13.75)
  • $13.75 P/E (TTM): 99.78X Cap: $666M
  • View ELVA Profile
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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.

Upvote 12

Read Answer Asked by Merrilyn on December 12, 2025