Investment Q&A

• IonQ Inc. (IONQ $45.75)
  • $45.75 Cap: $17.07B
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• D-Wave Quantum Inc. (QBTS $20.92)
  • $20.92 Cap: $7.68B
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• Rigetti Computing Inc. (RGTI $17.70)
  • $17.70 Cap: $5.88B
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• Quantum Computing Inc. (QUBT $9.50)
  • $9.50 Cap: $2.03B
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Q: Hi, Your thoughts for 4 stocks: RGTI Rigetti Computing,
QBTS D-Wave Quantum, QUBT Quantum Computing Inc.
IONQ IonQ,Inc.
Thanks Have a nice day. Jean Guy

Upvote 2

Read Answer Asked by Jean Guy on March 18, 2026

• Millennial Potash Corp. (MLP $2.15)
  • $2.15 Cap: $201M
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Q: Can I get your updated thoughts on this company? Would you buy this stock at the current price ($2.56)?

Do you think fertilizer companies are good buy right now given the disruption in the Middle East?

Thanks.

Upvote 2

Read Answer Asked by Marco on March 18, 2026

Q: Our Prime Minister has announced a significant investment (35B) in Arctic defence and northern Infrastructure. In your mind, what Canadian companies could benefit from such projects? Thanks
Robert

Upvote 3

Read Answer Asked by Robert on March 18, 2026

• KLA Corporation (KLAC $1,713.32)
  • $1,713.32 P/E (TTM): 50.26X Cap: $223.80B
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• Lam Research Corporation (LRCX $258.57)
  • $258.57 P/E (TTM): 52.71X Cap: $323.36B
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• Sandisk Corporation (SNDK $1,255.86)
  • $1,255.86 Cap: $185.98B
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• Micron CDR (CAD Hedged) (MU $25.47)
  • $25.47 P/E (TTM): 71.44X Cap: $883.33B
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• Applied Materials CDR (CAD Hedged) (AMAT $43.73)
  • $43.73 P/E (TTM): 44.93X Cap: $415.12B
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Q: I own MU and SNDK, totalling 4% of my holdings. Would adding KLAC, LRCX, or AMAT be too much in semis? Or would u just increase my MU or SNDK holdings?

Upvote 2

Read Answer Asked by Graeme on March 18, 2026

• Element Fleet Management Corp. (EFN $30.80)
  • $30.80 P/E (TTM): 23.36X Cap: $12.23B
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• CAE Inc. (CAE $35.21)
  • $35.21 P/E (TTM): 30.04X Cap: $11.33B
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Q: Would you please compare financial metrics for Efn and Cae and which would you recommend for a 2 to 3 year hold and reasoning. Thank you.

Upvote 2

Read Answer Asked by Steve on March 18, 2026

• Topicus.com Inc. (TOI $97.10)
  • $97.10 P/E (TTM): 301.24X Cap: $12.58B
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• MDA Space Ltd. (MDA $42.09)
  • $42.09 P/E (TTM): 50.0X Cap: $5.83B
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Q: Would you switch out TOI for MDA? I'm not concerned which sector they are in, only growth.

Thank you for your service!

Upvote 5

Read Answer Asked by Ozzie on March 18, 2026

• MDA Space Ltd. (MDA $42.09)
  • $42.09 P/E (TTM): 50.0X Cap: $5.83B
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• First Trust NASDAQ Clean Edge Smart Grid Infrastru (GRID $189.84)
  • $189.84 P/E (TTM): 51.41X Cap: $10.01B
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Q: Which stock will generate more growth going forward GRID or MDA? Sector/volatility is not an issue.

Thanks for your service!

Upvote 3

Read Answer Asked by Ozzie on March 18, 2026

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $71.60)
  • $71.60 P/E (TTM): 56.17X Cap: $737M
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• INVESCO QQQ Trust (QQQ $672.88)
  • $672.88 P/E (TTM): 33.49X Cap: $443.15B
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• State Street Technology Select Sector SPDR ETF (XLK $162.05)
  • $162.05 P/E (TTM): 39.24X Cap: $104.96B
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• Vanguard Information Technology ETF (VGT $104.95)
  • $104.95 P/E (TTM): 36.76X Cap: $105.12B
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• Fidelity MSCI Information Technology Index ETF (FTEC $250.42)
  • $250.42 P/E (TTM): 35.1X Cap: $15.06B
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• GLOBAL X FDS (AIQ $57.11)
  • $57.11 P/E (TTM): 24.79X Cap: $8.86B
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Q: I have a fairly diversified portfolio, except for tech/AI. Can you recommend four or five ETFs for that sector? Thanks

Upvote 5

Read Answer Asked by steve on March 18, 2026

• Denison Mines Corp. (DML $5.11)
  • $5.11 Cap: $4.61B
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Q: This stock has over 27,000,000 trades today on the US side, with more or less moderate trading on the Canadian side. Why have Americans jumped on this…?
Thanks

Upvote 3

Read Answer Asked by Catherine on March 18, 2026

• NVIDIA Corporation (NVDA $198.48)
  • $198.48 P/E (TTM): 40.5X Cap: $4.82T
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• Celestica Inc. (CLS $573.14)
  • $573.14 P/E (TTM): 57.39X Cap: $65.89B
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Q: If NVDA is owned would also suggest CLS or just NVDA?

Thanks

Upvote 4

Read Answer Asked on March 18, 2026

• Brookfield Infrastructure Partners L.P. (BIP.UN $48.64)
  • $48.64 P/E (TTM): 39.15X Cap: $22.39B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $50.48)
  • $50.48 Cap: $6.71B
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Q: Why the sizeable price drop today?
Thanks

Upvote 3

Read Answer Asked by Gary on March 18, 2026

• Canadian National Railway Company (CNR $148.92)
  • $148.92 P/E (TTM): 20.08X Cap: $90.95B
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Q: CN Rail stock has retreated to $140 from a high of $154, over past 4 weeks.

It dropped 4%, in Tuesday's trading.

Is there any company specific reason to worry or it's the Transports/Market in general ? Do you expect the trend to reverse anytime soon ?

Could you also explain the relationship between Oil prices and rails ?

Thank You

Upvote 6

Read Answer Asked by rajeev on March 18, 2026

• Alphabet Inc. (GOOG $379.64)
  • $379.64 P/E (TTM): 35.45X Cap: $4.64T
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• NVIDIA Corporation (NVDA $198.48)
  • $198.48 P/E (TTM): 40.5X Cap: $4.82T
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• QUALCOMM Incorporated (QCOM $168.38)
  • $168.38 P/E (TTM): 35.69X Cap: $177.47B
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• Eli Lilly and Company (LLY $967.93)
  • $967.93 P/E (TTM): 41.98X Cap: $911.53B
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• Medtronic plc. (MDT $78.30)
  • $78.30 P/E (TTM): 22.35X Cap: $100.52B
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• Stryker Corporation (SYK $290.88)
  • $290.88 P/E (TTM): 35.0X Cap: $111.40B
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Q: Could have I an update on your views on Medtronic’s and Qualcomm. Its hold in a RRSP. Would you suggest 1-2 companies for each one with better or same risk profile you would suggest to switch for if you think that’s a good idea .

Upvote 2

Read Answer Asked by Olivier on March 17, 2026

• Amphenol Corporation (APH $141.03)
  • $141.03 P/E (TTM): 42.6X Cap: $173.49B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $293.99)
  • $293.99 P/E (TTM): 47.71X Cap: $3.49B
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• Monolithic Power Systems Inc. (MPWR $1,573.30)
  • $1,573.30 P/E (TTM): 123.13X Cap: $77.29B
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• EnerSys (ENS $211.17)
  • $211.17 P/E (TTM): 26.32X Cap: $7.78B
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Q: Hi,

Already holding HPS.A at 3.6% and I like the growing power thesis. Do you think buying ENS, MPWR or APH would be too much? I like the growth of all these other names but is owning all four too many? How would you rank them to buy now for best risk adjusted return?

Upvote 8

Read Answer Asked by Keith on March 17, 2026

Q: While the VIX is high, what companies and sectors would you be buying?
Many thanks

Upvote 29

Read Answer Asked by joseph on March 17, 2026

• Kinaxis Inc. (KXS $144.70)
  • $144.70 P/E (TTM): 42.69X Cap: $4B
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• MDA Space Ltd. (MDA $42.09)
  • $42.09 P/E (TTM): 50.0X Cap: $5.83B
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Q: Hello, I would like to get your thoughts on a possible switch from KXS to MDA in my TFSA. My patience seems to be wearing thin with KXS, and I would incur a small loss if making this transaction.

Thank you kindly.

Upvote 4

Read Answer Asked by Sue on March 17, 2026

Q: DRNZ ARE YOU A FAN OF THIS ETF? IS IT THE BEST DRONE ETF AVAILABLE?

Upvote 3

Read Answer Asked by Paulette on March 17, 2026

• goeasy Ltd. (GSY $32.03)
  • $32.03 P/E (TTM): 2.37X Cap: $531M
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Q: With goeasy’s stock under intense pressure, I’m looking at the ownership structure: David Ingram and Don Johnson control more than a fifth of the company and have been through multiple credit cycles as long-term holders. Given Don Johnson’s reputation for financial acumen and his deep roots in the industry, is it fair to interpret their lack of selling as a signal that the underlying book value remains intact? Or do you believe the LendCare charge-offs represent a structural shift that even veteran insider conviction can't offset?

Upvote 5

Read Answer Asked by jean on March 17, 2026

• Nebius Group N.V. (NBIS $176.42)
  • $176.42 Cap: $44.79B
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• CoreWeave Inc. (CRWV $125.43)
  • $125.43 Cap: $68.10B
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Q: What do you think about the loan offering just announced by NBIS?

What kind of impact do you think this will this have on share price in the coming 2 years? Is it something to be concerned about? (ie.... is NBIS doing something similar to Coreweave?)

Upvote 4

Read Answer Asked by Judith on March 17, 2026

• Nebius Group N.V. (NBIS $176.42)
  • $176.42 Cap: $44.79B
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Q: Hi team,
What’s your take on nbis dropping today , giving up yesterday’s great gain already? Is the offering highly dilutive?

Thanks ,
Shane

Upvote 3

Read Answer Asked by Shane on March 17, 2026