Investment Q&A

• TFI International Inc. (TFII $189.57)
  • $189.57 P/E (TTM): 48.06X Cap: $15.57B
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Q: Hi - what do you make of a transport like TFII moving up strongly despite gas prices rising in step? Would you be a buyer here?

Upvote 5

Read Answer Asked by Doug on April 14, 2026

• Chemtrade Logistics Income Fund (CHE.UN $16.27)
  • $16.27 P/E (TTM): 13.34X Cap: $1.85B
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Q: Typical Canada/BC that they pulled approval for Chem trade to produce sulphuric acid right at the time of a major global shortage and when the need for a North American supplier is critical.

Is the 17% drop today about right based on this news? What do you think the chances are this get overturned? I recently bought after looking at the macro situation and need to decide whether to drop and move on or if there is recovery potential. Given that Vancouver and BC is involved this could drag on for years, no?

Upvote 3

Read Answer Asked by Kel on April 14, 2026

• BCE Inc. (BCE $32.63)
  • $32.63 P/E (TTM): 4.81X Cap: $30.42B
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• TELUS Corporation (T $16.84)
  • $16.84 P/E (TTM): 23.39X Cap: $25.78B
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Q: Would Telus and BCE be considered good entry points for cash flow with minimal growth potential? They seem to be very out of favour currently.

Upvote 7

Read Answer Asked by Rob on April 14, 2026

• Zeta Global Holdings Corp. Class A (ZETA $17.53)
  • $17.53 Cap: $4.27B
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Q: Can i get your thoughts on ZETA please? Buyable here?
Thank you

Upvote 3

Read Answer Asked by Neil on April 14, 2026

• Booking Holdings Inc. (BKNG $180.25)
  • $180.25 P/E (TTM): 1.08X Cap: $141.16B
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• Canadian Natural Resources Limited (CNQ $60.69)
  • $60.69 P/E (TTM): 11.74X Cap: $126.59B
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• ARC Resources Ltd. (ARX $25.77)
  • $25.77 P/E (TTM): 11.77X Cap: $14.70B
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• Celestica Inc. (CLS $561.01)
  • $561.01 P/E (TTM): 56.53X Cap: $64.49B
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• Hydro One Limited (H $58.28)
  • $58.28 P/E (TTM): 26.25X Cap: $34.95B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $143.21)
  • $143.21 Cap: $16.52B
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• Kraken Robotics Inc. (PNG $8.05)
  • $8.05 Cap: $2.47B
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• Vertiv Holdings LLC Class A (VRT $323.46)
  • $323.46 P/E (TTM): 94.86X Cap: $124.24B
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• Robinhood Markets Inc. (HOOD $84.71)
  • $84.71 P/E (TTM): 41.52X Cap: $76.30B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.19)
  • $62.19 P/E (TTM): 83.21X Cap: $139.12B
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• Nebius Group N.V. (NBIS $147.16)
  • $147.16 Cap: $35.04B
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Q: I asked question last Sunday past regarding top 6 sectors (in order of preference complete with top 2 picks in each sector along with reasons behind the picks again everything in order of preference please. No sure what happened but no answer was given...thanks

Upvote 34

Read Answer Asked by Terence on April 14, 2026

• Neo Performance Materials Inc. (NEO $25.09)
  • $25.09 Cap: $1.04B
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Q: What are your expectations for this company? What would be a good entry point?

Upvote 5

Read Answer Asked by Stephen on April 14, 2026

• GFL Environmental Inc. subordinate voting shares (GFL $55.21)
  • $55.21 P/E (TTM): 5.66X Cap: $19.82B
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Q: Your thoughts on this deal to acquire Secure,would you buy this here and if they are paying for 80% of this with shares ,would you consider this a pretty big bite to digest what do you see this stock doing in the short term(1-3 months)THANKS

Upvote 4

Read Answer Asked by Greg on April 14, 2026

• Cameco Corporation (CCO $167.02)
  • $167.02 P/E (TTM): 185.58X Cap: $72.74B
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• AeroVironment Inc. (AVAV $196.28)
  • $196.28 Cap: $9.80B
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• 5N Plus Inc. (VNP $33.30)
  • $33.30 P/E (TTM): 42.97X Cap: $2.99B
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• Arista Networks Inc. (ANET $176.91)
  • $176.91 P/E (TTM): 64.33X Cap: $222.75B
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• Neo Performance Materials Inc. (NEO $25.09)
  • $25.09 Cap: $1.04B
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• Vertiv Holdings LLC Class A (VRT $323.46)
  • $323.46 P/E (TTM): 94.86X Cap: $124.24B
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• Ondas Inc (ONDS $10.55)
  • $10.55 Cap: $5.08B
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• MDA Space Ltd. (MDA $44.00)
  • $44.00 P/E (TTM): 52.38X Cap: $6.10B
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• Telesat Corporation Common and Variable Voting Shares (TSAT $65.27)
  • $65.27 Cap: $2.36B
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• CoreWeave Inc. (CRWV $110.14)
  • $110.14 Cap: $59.80B
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Q: Good morning 5i,

Enjoyed the BNN segment as always.

Which current US stocks are in the midst of hot momentum with room to carry. Such as NBIS. Ones preferable with reasonable balance sheets and worth holding on a fundamental basis. Add to my momentum portion of my portfolio.

Thank you.

Upvote 24

Read Answer Asked by Adam on April 14, 2026

Q: watching chris today on market call and very good. he said he has done a study on the vix and i was just wondering for canadian paying large dividend stocks -where should the vix be to best suit the dividend stocks.

Upvote 9

Read Answer Asked by hans on April 14, 2026

• Cambria Gold Mines Inc. (CAMB $2.00)
  • $2.00 Cap: $80M
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Q: Would love your thoughts and any information you can share with me on this small cap Gold mine in the Golden Triangle in North Western BC?
They apparently are starting Construction of another mine!
Thanx as Usual
Gary

Upvote 1

Read Answer Asked by Gary on April 14, 2026

• Royal Bank of Canada (RY $239.83)
  • $239.83 P/E (TTM): 16.09X Cap: $334.92B
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• Toronto-Dominion Bank (The) (TD $143.57)
  • $143.57 P/E (TTM): 11.49X Cap: $239.59B
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• Bank of Nova Scotia (The) (BNS $103.54)
  • $103.54 P/E (TTM): 20.14X Cap: $127.61B
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• Dollarama Inc. (DOL $169.72)
  • $169.72 P/E (TTM): 35.81X Cap: $46.32B
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• Celestica Inc. (CLS $561.01)
  • $561.01 P/E (TTM): 56.53X Cap: $64.49B
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• Toromont Industries Ltd. (TIH $209.56)
  • $209.56 P/E (TTM): 34.52X Cap: $17.06B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $171.88)
  • $171.88 P/E (TTM): 133.54X Cap: $224.15B
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• EQB Inc. (EQB $121.45)
  • $121.45 P/E (TTM): 20.34X Cap: $4.44B
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• Kraken Robotics Inc. (PNG $8.05)
  • $8.05 Cap: $2.47B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.19)
  • $62.19 P/E (TTM): 83.21X Cap: $139.12B
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Q: Good Morning, I’m looking to round out my TFSA. Excluding Celestica, Shop, BN and Kraken what Canadian company would you recommend for a 3 year hold.
Thank you

Upvote 17

Read Answer Asked by Marty on April 14, 2026

Q: Everyone, Have the fundamental concerns investors raise about stocks changed over time, or are they largely the same questions in different forms? Clayton

Upvote 9

Read Answer Asked by Clayton on April 14, 2026

• Salesforce Inc. (CRM $178.16)
  • $178.16 P/E (TTM): 22.84X Cap: $164.44B
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• Constellation Software Inc. (CSU $2,410.80)
  • $2,410.80 P/E (TTM): 71.95X Cap: $51.08B
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• Gartner Inc. (IT $150.55)
  • $150.55 P/E (TTM): 15.6X Cap: $10.16B
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Q: How broad was the move in software yesterday? Was it virtually industry wide Was there something specific that happened? Thank you.

Upvote 5

Read Answer Asked by Alex on April 14, 2026

• Amazon.com Inc. (AMZN $263.99)
  • $263.99 P/E (TTM): 36.82X Cap: $2.83T
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• MDA Space Ltd. (MDA $44.00)
  • $44.00 P/E (TTM): 52.38X Cap: $6.10B
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Q: If Globalstar is taken over by Amazon, how might that affect the contracts MDA has with Globalstar? Is this a net positive or a negative for MDA. Thanks.

Upvote 6

Read Answer Asked by Bruce on April 14, 2026

• Aecon Group Inc. (ARE $47.55)
  • $47.55 P/E (TTM): 226.43X Cap: $3.04B
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• Alexandria Real Estate Equities Inc. (ARE $47.40)
  • $47.40 Cap: $8.20B
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Q: Ref : Patrick question on Monday:
“Do you have any thoughts on CUBE? I don’t have a lot of REIT exposure in my portfolio (just a small position in DIR.UN and some ARE at a large loss).”

Since ARE:CA has been a great performer in the last 5 years, I believe he is referring to ARE:US for real estate.

Upvote 3

Read Answer Asked by Denise on April 14, 2026

• iShares S&P/TSX 60 Index ETF (XIU $49.97)
  • $49.97 P/E (TTM): 18.08X Cap: $21.95B
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Q: XIU sems to have a fairly high fund turnover rate, would that be a factor worth considering vs. some other ETF's?

Upvote 3

Read Answer Asked by steve on April 14, 2026

• Secure Waste Infrastructure Corp. (SES $23.30)
  • $23.30 P/E (TTM): 42.36X Cap: $5.07B
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• GFL Environmental Inc. subordinate voting shares (GFL $55.21)
  • $55.21 P/E (TTM): 5.66X Cap: $19.82B
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Q: Hi 5i,
I have 300 shares of SES. It is in my TFSA, so no tax consequences if I sell. What is your opinion of the best option to take? Get shares of GFL, combination of shares and cash, or sell shares . We don’t need the cash but I want a company that has potential to grow.
Thank you for your opinion.

Upvote 2

Read Answer Asked by john on April 14, 2026

• Waste Connections Inc. (WCN $226.89)
  • $226.89 P/E (TTM): 39.22X Cap: $57.82B
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Q: The valuation on this company is high although the stock has dropped quite a bit. Is there value in the stock at it's current price?

Upvote 4

Read Answer Asked by Ian on April 14, 2026

• Celestica Inc. (CLS $561.01)
  • $561.01 P/E (TTM): 56.53X Cap: $64.49B
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Q: What does the market expect from Celestica next week?

Thx

Upvote 10

Read Answer Asked by blake on April 14, 2026

• Teradyne Inc. (TER $418.08)
  • $418.08 P/E (TTM): 120.48X Cap: $65.45B
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• RTX Corporation (RTX $174.26)
  • $174.26 P/E (TTM): 32.69X Cap: $234.67B
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• MDA Space Ltd. (MDA $44.00)
  • $44.00 P/E (TTM): 52.38X Cap: $6.10B
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• Electrovaya Inc. (ELVA $13.28)
  • $13.28 P/E (TTM): 95.95X Cap: $637M
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Q: In what order would you buy RTX, TER, ELVA, MDA for the most growth and why, risk is not an issue.

Thank you for your service!

Upvote 16

Read Answer Asked by Ozzie on April 13, 2026