Investment Q&A

• Brookfield Renewable Partners L.P. (BEP.UN $43.62)
  • $43.62 Cap: $29.31B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $48.60)
  • $48.60 P/E (TTM): 96.84X Cap: $22.52B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $52.46)
  • $52.46 Cap: $6.98B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $54.53)
  • $54.53 Cap: $7.68B
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Q: Hi,
I saw a Morningstar article in January about BEP, mentioning this:

Big picture: Management announced plans to address the widening relative premium of BEPC to BEP shares. The firm launched an at-the-market equity program for BEPC shares, which it plans to use to repurchase shares of BEP, given the outsize relative premium.

YTD both BEP.UN and BIP.UN ouperformed their counterparts, BEPC and BIPC. Would it be the reason?

Do you have any knowledge of this Brookfield’ plan. Thanks.

Upvote 4

Read Answer Asked by Denise on March 20, 2026

• Global X S&P 500 Covered Call ETF (XYLD $39.12)
  • $39.12 P/E (TTM): 26.0X Cap: $3.01B
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• NEOS Nasdaq 100 High Income ETF (QQQI $50.54)
  • $50.54 P/E (TTM): 32.59X Cap: $9.29B
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• NEOS S&P 500 High Income ETF (SPYI $49.78)
  • $49.78 P/E (TTM): 25.57X Cap: $8.11B
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Q: Hi 5i, I hold these 3 CC ETFs in different registered accounts and would like to simplify my holdings by reducing the number . Please rank them in order of preference for long term returns and risk. Thanks

Upvote 3

Read Answer Asked by Gary on March 20, 2026

• BMO Canadian High Dividend Covered Call ETF (ZWC $21.38)
  • $21.38 P/E (TTM): 0.55X Cap: $2.09B
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• Hamilton Enhanced Canadian Covered Call ETF (HDIV $21.05)
  • $21.05 P/E (TTM): 20.4X Cap: $1.35B
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• Global X S&P/TSX 60 Covered Call ETF (CNCC $13.59)
  • $13.59 P/E (TTM): 18.57X Cap: $155M
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Q: Options ETFs. Is there any advice on using these ETFs (Put and/or Call) as a portion of a portfolio to boast income? Thinking about 8% allocation. Do you have favorites?

Upvote 4

Read Answer Asked by Greg on March 20, 2026

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $194.53)
  • $194.53 P/E (TTM): 28.39X Cap: $2.34B
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Q: Good Morning
Can you comment on Hammond 4th quarter results?
Thks
Marcel

Upvote 7

Read Answer Asked by Marcel on March 20, 2026

• Constellation Software Inc. (CSU $2,390.06)
  • $2,390.06 P/E (TTM): 77.07X Cap: $51.73B
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• Celestica Inc. (CLS $414.30)
  • $414.30 P/E (TTM): 40.38X Cap: $47.66B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.79)
  • $160.79 P/E (TTM): 131.37X Cap: $208.44B
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• Firan Technology Group Corporation (FTG $17.91)
  • $17.91 P/E (TTM): 40.31X Cap: $444M
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• TerraVest Industries Inc. (TVK $142.42)
  • $142.42 Cap: $3.01B
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• Kraken Robotics Inc. (PNG $9.06)
  • $9.06 P/E (TTM): 153.67X Cap: $2.80B
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• Kratos Defense & Security Solutions Inc. (KTOS $78.25)
  • $78.25 P/E (TTM): 643.77X Cap: $14.51B
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• Strategy Inc (MSTR $138.56)
  • $138.56 Cap: $47.08B
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• BWX Technologies Inc. (BWXT $214.77)
  • $214.77 P/E (TTM): 57.38X Cap: $18.75B
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• Palantir Technologies Inc. (PLTR $155.24)
  • $155.24 P/E (TTM): 255.3X Cap: $370.02B
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• Robinhood Markets Inc. (HOOD $72.87)
  • $72.87 P/E (TTM): 35.53X Cap: $62.19B
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• Rocket Lab Corporation (RKLB $72.72)
  • $72.72 Cap: $37.61B
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• Red Cat Holdings Inc. (RCAT $15.44)
  • $15.44 Cap: $2.02B
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• Galaxy Digital Inc. (GLXY $21.43)
  • $21.43 Cap: $8.32B
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Q: Hi team,

On Dec. 9, 2025 in a reply to Clayton, you listed stocks which could be multi baggers in the next 10-20 years.

Which stocks, in order, would be in your list of multi baggers now ?

Would you consider to update that list every 3 months ?

Gratefully,

Jacques IDS

Upvote 24

Read Answer Asked by Jacques on March 20, 2026

• BMO S&P 500 Index ETF (ZSP $99.80)
  • $99.80 P/E (TTM): 25.8X Cap: $20.40B
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• iShares S&P/TSX 60 Index ETF (XIU $47.40)
  • $47.40 P/E (TTM): 18.08X Cap: $20.23B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $44.21)
  • $44.21 P/E (TTM): 1.18X Cap: $8.84B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $101.43)
  • $101.43 Cap: $2.24B
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• Vanguard S&P 500 ETF (VOO $605.39)
  • $605.39 P/E (TTM): 26.2X Cap: $879.33B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $107.69)
  • $107.69 P/E (TTM): 32.57X Cap: $1.68B
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• Schwab US Dividend Equity ETF (SCHD $30.51)
  • $30.51 P/E (TTM): 16.74X Cap: $99.12B
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• BMO S&P US Small Cap Index ETF (ZSML $45.65)
  • $45.65 P/E (TTM): 16.58X Cap: $108M
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• Invesco NASDAQ 100 ETF (QQQM $241.78)
  • $241.78 P/E (TTM): 32.84X Cap: $68.97B
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Q: I've been asked to help my 20 yo niece with her recently opened TFSA and hard-earned $21K contribution. Sticking with ETF's and CAD in these early days of her investing journey, I'm asking for your thoughts on best CDN ETF representations for SP500, Nasdaq 100, Dividend Growth (USA), Small Cap Growth (USA), TSX 60 and International developed large cap. I'm thinking a 70/20/10 allocation USA/CDA/INTL, would you find this appropriate? Thank you.

Upvote 7

Read Answer Asked by Tony on March 20, 2026

• Cameco Corporation (CCO $150.89)
  • $150.89 P/E (TTM): 119.83X Cap: $64.72B
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• Denison Mines Corp. (DML $4.92)
  • $4.92 Cap: $4.35B
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Q: What is your favourite small cap and large cap uranium stock currently? Would you initiate positions at this time?

Upvote 4

Read Answer Asked by Gary on March 20, 2026

• Procter & Gamble Company (The) (PG $143.01)
  • $143.01 P/E (TTM): 21.33X Cap: $332.70B
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• United Rentals Inc. (URI $743.35)
  • $743.35 P/E (TTM): 18.96X Cap: $47.04B
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Q: Why are $PG and $URI so weak right now? Buy more or sell?

Upvote 4

Read Answer Asked by Kel on March 20, 2026

• Celestica Inc. (CLS $414.30)
  • $414.30 P/E (TTM): 40.38X Cap: $47.66B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.79)
  • $160.79 P/E (TTM): 131.37X Cap: $208.44B
  • View SHOP Profile
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• Kraken Robotics Inc. (PNG $9.06)
  • $9.06 P/E (TTM): 153.67X Cap: $2.80B
  • View PNG Profile
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Q: with the current downturn in the market do you see this as an opportunity to buy or would you wait. If you see it as a buying opportunity what are your top 3 growth picks for a 5 year hold

Upvote 21

Read Answer Asked by Brian on March 20, 2026

• Micron Technology Inc. (MU $380.67)
  • $380.67 P/E (TTM): 38.44X Cap: $446.05B
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• Axon Enterprise Inc. (AXON $456.80)
  • $456.80 P/E (TTM): 335.95X Cap: $36.70B
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• Cellebrite DI Ltd. (CLBT $14.22)
  • $14.22 Cap: $3.54B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $59.46)
  • $59.46 P/E (TTM): 29.17X Cap: $96.68B
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• TransMedics Group Inc. (TMDX $104.02)
  • $104.02 P/E (TTM): 23.11X Cap: $3.73B
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Q: 2nd question of the day. I have these laggards in US account. No holding of MU. Would you sell these 3 to buy MU? Also, BAM down, good time to add? I have them at almost 3%. With bringing up to 5?

Cheers,

James

Upvote 3

Read Answer Asked by James on March 20, 2026

• Micron Technology Inc. (MU $380.67)
  • $380.67 P/E (TTM): 38.44X Cap: $446.05B
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• NVIDIA Corporation (NVDA $179.05)
  • $179.05 P/E (TTM): 35.84X Cap: $4.25T
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• Agnico Eagle Mines Limited (AEM $261.87)
  • $261.87 P/E (TTM): 20.9X Cap: $126.53B
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• Teradyne Inc. (TER $320.77)
  • $320.77 P/E (TTM): 87.59X Cap: $50.11B
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• Nutrien Ltd. (NTR $106.34)
  • $106.34 P/E (TTM): 33.72X Cap: $51.09B
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• Royal Bank Of Canada (RY $162.35)
  • $162.35 P/E (TTM): 14.88X Cap: $226.98B
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• Nutrien Ltd. (NTR $77.03)
  • $77.03 P/E (TTM): 33.72X Cap: $37.21B
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Q: What companies present an oppurtunity purchase during this war turmoil? Assuming the Iran war ends in 2-4 months

Upvote 16

Read Answer Asked by Mark on March 20, 2026

• Aeva Technologies Inc. (AEVA $15.59)
  • $15.59 Cap: $973M
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• Ouster Inc. (OUST $20.42)
  • $20.42 Cap: $1.29B
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Q: Seems AEVA recently announced a smart traffic lidar thing. In previous answer you've said AEVA focuses more on automotive lidars. Does this affect how you think of OUST, since OUST also is doing traffic lidar stuff?

Upvote 1

Read Answer Asked by B on March 20, 2026

• Western Union Company (The) (WU $9.11)
  • $9.11 P/E (TTM): 6.05X Cap: $2.87B
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Q: What is your present opinion of this stock for a possible buy?
Thank you, Cheers

Upvote 1

Read Answer Asked by Hans on March 20, 2026

• Genius Sports Limited (GENI $4.55)
  • $4.55 Cap: $1.16B
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• Sportradar Group AG (SRAD $18.64)
  • $18.64 Cap: $5.77B
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Q: Have you been disappointed in SRAD and GENI? Do you still believe in the long term story and growth of both? Which do you prefer if only had to own only one or would you still own both? Thanks!

Upvote 4

Read Answer Asked by Keith on March 20, 2026

• Magna International Inc. (MG $77.69)
  • $77.69 P/E (TTM): 18.39X Cap: $21.25B
  • View MG Profile
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Q: Despite the good results recently, MG is coming down. Would you know why and is it good time to add. Long term hold and reasonable exposure. Thank you.

Upvote 4

Read Answer Asked by Pierre on March 20, 2026

• BCE Inc. (BCE $25.62)
  • $25.62 P/E (TTM): 5.3X Cap: $24.13B
  • View BCE Profile
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• Hamilton U.S. Bond YIELD MAXIMIZER TM ETF (HBND $12.44)
  • $12.44 Cap: $169M
  • View HBND Profile
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Q: I am ~ 25% underwater with BCE and Telus; the former has cut its dividend and the latter is expected to follow suit. What is your opinion on selling both holdings and buying HBND for about twice the dividend income. I realize this is purely an income play and no capital gains are likely.

Upvote 5

Read Answer Asked by Jean on March 20, 2026

• Suncor Energy Inc. (SU $88.10)
  • $88.10 P/E (TTM): 17.84X Cap: $104.72B
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• Canadian Natural Resources Limited (CNQ $67.54)
  • $67.54 P/E (TTM): 20.97X Cap: $140.76B
  • View CNQ Profile
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• Cenovus Energy Inc. (CVE $35.33)
  • $35.33 P/E (TTM): 15.81X Cap: $65.95B
  • View CVE Profile
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Q: Would you buy any of these oil stocks at present?
If so, is there one that you would prefer?
Might it be safer to invest in an ETF?
Thanks for your advice.

Upvote 5

Read Answer Asked by Catherine on March 20, 2026

Q: Everyone, how often should you be rebalancing your portfolio? Clayton

Upvote 6

Read Answer Asked by Clayton on March 20, 2026

Q: Your thoughts on where short/medium term interest rates are heading, along with inflation.
Your thoughts on where the CAD is heading.
Thanks

Upvote 8

Read Answer Asked by David on March 20, 2026

• Energy Vault Holdings Inc. (NRGV $3.67)
  • $3.67 Cap: $597M
  • View NRGV Profile
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Q: Could you please provide your insights and opinion on this company especially after the recent release of its financial results?
Thanks,

Upvote 1

Read Answer Asked by Mark on March 20, 2026