Investment Q&A

• Canadian National Railway Company (CNR $157.36)
  • $157.36 P/E (TTM): 20.68X Cap: $96.11B
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• Sun Life Financial Inc. (SLF $97.37)
  • $97.37 P/E (TTM): 15.89X Cap: $53.94B
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• Constellation Software Inc. (CSU $2,434.99)
  • $2,434.99 P/E (TTM): 71.95X Cap: $51.73B
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• Intact Financial Corporation (IFC $257.53)
  • $257.53 P/E (TTM): 13.86X Cap: $46B
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• TMX Group Limited (X $54.51)
  • $54.51 P/E (TTM): 36.3X Cap: $15.16B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $167.17)
  • $167.17 P/E (TTM): 133.54X Cap: $218B
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• Hydro One Limited (H $58.43)
  • $58.43 P/E (TTM): 26.13X Cap: $35.04B
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• Brookfield Corporation Class A Limited Voting Shares (BN $60.45)
  • $60.45 P/E (TTM): 81.83X Cap: $135.23B
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Q: Hello,

Could you provide your top 3 or 4 choices from your income and balanced portfolio you would buy today? If there are any gems outside of these portfolios that are worth a hard look please include them.
Thank you

Upvote 17

Read Answer Asked by Delbert on April 16, 2026

• Tesla Inc. (TSLA $376.02)
  • $376.02 P/E (TTM): 347.4X Cap: $1.41T
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Q: Tsla dropped from a high of $498.83 in Dec,2025 to some $$342 low before rebouning to current $391.95.SpaceX the biggest Ipo in history is debuting soon..Thinklng of adding to my small position.Your opinion please.Txs for u usual great services & views C White like P Hodson & R Modesto was great on Market Call.

Upvote 1

Read Answer Asked by Peter on April 16, 2026

• Dollarama Inc. (DOL $170.40)
  • $170.40 P/E (TTM): 35.81X Cap: $46.50B
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• TerraVest Industries Inc. (TVK $137.09)
  • $137.09 Cap: $2.97B
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Q: For aTFSA I coud add to DOL or start a new position inTVK. What would you choose for a long term hold? Thank you,
Gary

Upvote 4

Read Answer Asked by Gary on April 16, 2026

• Axon Enterprise Inc. (AXON $406.31)
  • $406.31 P/E (TTM): 262.99X Cap: $32.43B
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Q: Would you add at these levels or wait for any dust to settle?

A reason please. Also, can you provide a management rating/growth rating/risk rating, 10 being the highest for each ?

Thank you

Upvote 2

Read Answer Asked by Nick on April 16, 2026

• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $392.34)
  • $392.34 P/E (TTM): 57.52X Cap: $2.03T
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Q: Your thoughts/impressions on tsm's most recent earnings release. Thanks.
Robert

Upvote 2

Read Answer Asked by Robert on April 16, 2026

• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
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Q: Hi Peter, I am a long time First Capital Reit holder. It is a full position for me. With the announcement of the Acquisition what would you recommend. The share price is $23.64 and the deal is valued at $24.40. I would appreciate your professional opinion. It looks like quite a gap between two prices.

Upvote 2

Read Answer Asked by Frank on April 16, 2026

• Kraken Robotics Inc. (PNG $7.71)
  • $7.71 Cap: $2.36B
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Q: PNG released results this morning. Looks good but not sure if good enough to sustain its strong price movement. Your comments after the call would be helpful. How do you see things progressing price-wise over the next 6-12 months? Still looking like a top performer?

Upvote 12

Read Answer Asked on April 16, 2026

• Kraken Robotics Inc. (PNG $7.71)
  • $7.71 Cap: $2.36B
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Q: Thoughts on the quarter please, if not already asked.
A prior question on the Q expectations you had indicated...'Revenue expectations are $39.36 mln for the quarter'..... but it looks like the 'Consolidated revenue for the quarter was flat at $28.4 million.'
Is this a concern? Or is there a difference between 'consolidated' and 'revenue'?
The forward guidance without the new acquisition looks good and probably even better with the acquisition (to be announced post completed acquisition).
Do you see any obstacles with the potential acquisition, ie anything that might prevent it?
I have owned the stock since about 18-24 months...and I thank-you for the suggestion!!!

cheers,
Steve

Upvote 12

Read Answer Asked by Stephen on April 16, 2026

• EnerSys (ENS $205.96)
  • $205.96 P/E (TTM): 25.94X Cap: $7.75B
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• Nebius Group N.V. (NBIS $135.51)
  • $135.51 Cap: $32.26B
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• Voyager Technologies Inc. Class A (VOYG $26.62)
  • $26.62 Cap: $1.57B
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Q: In these uncertain times ,what would be your top two suggestions (regardless of sector) for US small and midcap stocks. Thanks for your calm during these interesting times. Geoff

Upvote 10

Read Answer Asked by Geoff on April 16, 2026

• Intuitive Surgical Inc. (ISRG $466.64)
  • $466.64 P/E (TTM): 58.59X Cap: $166.80B
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• AbbVie Inc. (ABBV $197.69)
  • $197.69 P/E (TTM): 84.2X Cap: $349.66B
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• Johnson & Johnson (JNJ $227.79)
  • $227.79 P/E (TTM): 20.63X Cap: $548.33B
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• Eli Lilly and Company (LLY $874.00)
  • $874.00 P/E (TTM): 38.52X Cap: $825.77B
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• Merck & Company Inc. (MRK $110.03)
  • $110.03 P/E (TTM): 15.14X Cap: $271.91B
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• Harvest Healthcare Leaders Income ETF (HHL $6.95)
  • $6.95 P/E (TTM): 23.48X Cap: $1.62B
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• Vanguard Health Care ETF (VHT $268.82)
  • $268.82 P/E (TTM): 24.74X Cap: $17.59B
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• Teladoc Health Inc. (TDOC $6.00)
  • $6.00 Cap: $1.08B
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Q: According to portfolio analytics, I'm seriously underweight in Healthcare, something which I should probably correct. Any of these names herein stick out as great buys in healthcare. US or CAD, no difference to me. Thank you.

Upvote 3

Read Answer Asked by Sylvia on April 16, 2026

• Electrovaya Inc. (ELVA $12.30)
  • $12.30 P/E (TTM): 95.95X Cap: $609M
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Q: Peter; Do you think the high volume and price jump yesterday was just the “risk on ” trade or was there was news? Thanks.
Rod

Upvote 3

Read Answer Asked by Rodney on April 16, 2026

• Loblaw Companies Limited (L $61.96)
  • $61.96 P/E (TTM): 11.96X Cap: $72.37B
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• Metro Inc. (MRU $90.33)
  • $90.33 P/E (TTM): 26.18X Cap: $19.25B
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Q: Hello, gas prices have gone up, fertilizer prices also, so there is a real risk that inflation will pick up at the grocery storemin a few weeks/months. Will chains like Metro or Loblaws gain from this? What happened in 2022-2023 when grocery prices when up quite a bit? Thanks

Upvote 4

Read Answer Asked by Martin on April 16, 2026

• Chevron Corporation (CVX $188.36)
  • $188.36 P/E (TTM): 27.94X Cap: $375.26B
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• Exxon Mobil Corporation (XOM $150.56)
  • $150.56 P/E (TTM): 22.12X Cap: $627.34B
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• Teekay Tankers Ltd. (TNK $78.03)
  • $78.03 Cap: $2.63B
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Q: If tankers head for North America to avoid Middle East uncertainty and this new trend continues for a year or more what stocks could benefit most - would it be oil companies or refiners or pipes or all of the above? If you think there is good reason to invest in this theme what 3 Canadian and 3 US equities would provide a balanced upside in your view?

Upvote 2

Read Answer Asked by Ken on April 16, 2026

• Bridgemarq Real Estate Services Inc. Restricted Voting Shares (BRE $14.00)
  • $14.00 Cap: $220M
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Q: Please comment on co. and latest Q results.Buy,Sell or Hold.If sell,please provide 2 or 3 replacements.Txs for U usual great services & views

Upvote 1

Read Answer Asked by Peter on April 16, 2026

• Chord Energy Corporation (CHRD $140.23)
  • $140.23 P/E (TTM): 196.1X Cap: $7.94B
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Q: Please comment on Chrd.Have a small postion.Add,Sell or Hold.Txs for u usual great views and services

Upvote 2

Read Answer Asked by Peter on April 16, 2026

• Amazon.com Inc. (AMZN $259.70)
  • $259.70 P/E (TTM): 36.82X Cap: $2.79T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $167.17)
  • $167.17 P/E (TTM): 133.54X Cap: $218B
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Q: Between SHOP and AMZN, which would you add to first at today's levels? This is for a 5+ year hold.

Upvote 16

Read Answer Asked by Joshua on April 16, 2026

• PURPOSE ENBRIDGE YIELD SHARES ETF (ENBY $10.00)
  • $10.00 P/E (TTM): 24.79X
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Q: This ETF started trading last August along with a number of others launched at the same time by Purpose Investments Inc. It is specific re: Enbridge and attempts to gain a higher yield it seems. Could you please explain how this ETF works, what the target yield is for it, where it might best fit account wise, and whether you feel that it is a safe longer term investment. Thank you for the great advice.

Upvote 4

Read Answer Asked by Will on April 16, 2026

• Dream Industrial Real Estate Investment Trust (DIR.UN $13.86)
  • $13.86 P/E (TTM): 37.3X Cap: $4.05B
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Q: Some are optimistic about Dir.un but how does one feel about the growth going forward?

Upvote 5

Read Answer Asked by terrance on April 16, 2026

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $279.23)
  • $279.23 P/E (TTM): 46.13X Cap: $3.32B
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Q: Any reasonfor the 9.19% drop today after record H of $246.60 on Monday.AddHold or Sell. Txs for u usual great views & services

Upvote 7

Read Answer Asked by Peter on April 16, 2026

• TerraVest Industries Inc. (TVK $137.09)
  • $137.09 Cap: $2.97B
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Q: Is there a problem with TVK. I don't see any news or downgrades anywhere.

Thanks

Upvote 5

Read Answer Asked by Herm on April 16, 2026