Investment Q&A

• Arista Networks Inc. (ANET $136.43)
  • $136.43 P/E (TTM): 51.55X Cap: $171.79B
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Q: Thoughts on earnings? Buy sell hold?

Thanks

Upvote 3

Read Answer Asked by Dale on May 07, 2026

• nVent Electric plc (NVT $173.39)
  • $173.39 P/E (TTM): 24.35X Cap: $28.04B
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• Electrovaya Inc. (ELVA $15.36)
  • $15.36 P/E (TTM): 104.26X Cap: $692M
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Q: If picking just one today, which do you like best? Thanks!

Upvote 3

Read Answer Asked by Danny-boy on May 07, 2026

• Ballard Power Systems Inc. (BLDP $5.70)
  • $5.70 Cap: $1.71B
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Q: Lastest Q results resultsed in 31.4% increase in price to$5.90 today. Further to my Q on April 16,Please comment on results and Add,Hold or Sell.Txs for u usua; great services & view

Upvote 2

Read Answer Asked by Peter on May 07, 2026

• Tamarack Valley Energy Ltd. (TVE $12.30)
  • $12.30 Cap: $5.95B
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Q: Can I please get your thoughts on Tamarack Valley Energy's (TVE) latest quarter. Thank you so much in advance!

Upvote 6

Read Answer Asked by Justin on May 07, 2026

• Uber CDR (CAD Hedged) (UBER $11.24)
  • $11.24 P/E (TTM): 15.95X Cap: $209.92B
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Q: What happened in Nov, 2025 for the stock price of the CDR to drop so much? There is quite a disconnect between the chart of the CDR and the American stock? Thank you

Upvote 2

Read Answer Asked by Richard on May 07, 2026

• Quanta Services Inc. (PWR $781.38)
  • $781.38 P/E (TTM): 109.56X Cap: $111.79B
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• Comfort Systems USA Inc. (FIX $2,032.98)
  • $2,032.98 P/E (TTM): 67.56X Cap: $71.56B
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• Powell Industries Inc. (POWL $322.05)
  • $322.05 P/E (TTM): 20.09X Cap: $10.73B
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• Sterling Infrastructure Inc. (STRL $868.18)
  • $868.18 P/E (TTM): 90.16X Cap: $26.64B
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Q: Hi 5i,
May I please have your comments on the latest Q1 results from Sterling Infrastructure?

The stock has performed well over the last +/-3 years. For a current 3.5% position in a portfolio, would you continue to hold long term after this large jump today? Or would you trim to take some profits?

How does STRL compare to others such as FIX, PWR and POWL?
How would you rank these 4 companies for a 3 to 5 year hold?

Thanks.

Upvote 2

Read Answer Asked by Brian on May 07, 2026

• Wajax Corporation (WJX $29.13)
  • $29.13 P/E (TTM): 11.47X Cap: $633M
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Q: Your thoughts on their results this qtr please? What would be recommendation if already long...buy more on the decline, sell, or hold?

Upvote 2

Read Answer Asked by Doug on May 07, 2026

Q: Could you explain the differences between:
Time-Weighted Rate of Return (TWRR)
Money Weighted Rate of Return (MWRR)
Which method is more accurate or are they compiimentary?
My investment advisor uses the MWRR
Thank You

Upvote 5

Read Answer Asked by Reg on May 07, 2026

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $131.18)
  • $131.18 P/E (TTM): 48.65X Cap: $6.70B
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Q: Can you comment on their latest earnings, please? They’re still growing, but the share price has declined in the latest year. Is this related to AI threat like the SAAS ?

Upvote 2

Read Answer Asked by jean on May 07, 2026

• Celsius Holdings Inc. (CELH $30.64)
  • $30.64 P/E (TTM): 129.16X Cap: $8.25B
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• Tantalus Systems Holding Inc. (GRID $6.20)
  • $6.20 Cap: $347M
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Q: Good Morning team, please comment on the latest earnings from GRID and CELH.
Thanks for everything

Upvote 2

Read Answer Asked by Seamus on May 07, 2026

• Tantalus Systems Holding Inc. (GRID $6.20)
  • $6.20 Cap: $347M
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Q: Comment on their earnings, please.

Upvote 4

Read Answer Asked by Ken on May 07, 2026

• Micron Technology Inc. (MU $795.33)
  • $795.33 P/E (TTM): 35.26X Cap: $896.92B
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• NVIDIA Corporation (NVDA $219.44)
  • $219.44 P/E (TTM): 43.92X Cap: $5.33T
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• Celestica Inc. (CLS $521.99)
  • $521.99 P/E (TTM): 51.81X Cap: $59.10B
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• Vertiv Holdings LLC Class A (VRT $367.92)
  • $367.92 P/E (TTM): 99.7X Cap: $130.58B
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• GLOBAL X FDS (AIQ $62.85)
  • $62.85 P/E (TTM): 24.79X Cap: $9.81B
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• Nebius Group N.V. (NBIS $186.10)
  • $186.10 Cap: $44.95B
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Q: What would be a good way to have exposure to IA?

Upvote 7

Read Answer Asked by Bill on May 07, 2026

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,257.83)
  • $2,257.83 P/E (TTM): 7.82X Cap: $46.56B
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• Intact Financial Corporation (IFC $253.33)
  • $253.33 P/E (TTM): 13.77X Cap: $45.25B
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Q: Can you contrast the business models of INtact financial and Fairfax financial holdings and discuss valuation and which uoid prefer thanks? Why such a large PE discount for fair fax? Why have both somewhat underperformed of late but done well longterm?

Upvote 5

Read Answer Asked by Scott on May 07, 2026

• Sun Life Financial Inc. (SLF $96.35)
  • $96.35 P/E (TTM): 15.59X Cap: $53.37B
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Q: Hello. Would you add to an existing position in SLF after today’s move lower?

Upvote 7

Read Answer Asked by Trevor on May 07, 2026

• Premium Brands Holdings Corporation (PBH $87.70)
  • $87.70 P/E (TTM): 61.12X Cap: $4.57B
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• A & W Food Services of Canada Inc. (AW $35.53)
  • $35.53 P/E (TTM): 15.72X Cap: $852M
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Q: Which is a better long term hold for income. PBH or AW, and why. Thank you

Upvote 2

Read Answer Asked by Michael on May 07, 2026

• Electrovaya Inc. (ELVA $15.36)
  • $15.36 P/E (TTM): 104.26X Cap: $692M
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Q: I'm looking to add a little more growth in my conservative (for the most part) portfolios. by adding a little 1-2% position in Electrovaya Inc. What would you suggest as a good price to buy in? Thank you.

Upvote 2

Read Answer Asked by Stephen on May 07, 2026

• Nutrien Ltd. (NTR $97.54)
  • $97.54 P/E (TTM): 30.99X Cap: $45.05B
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Q: Good morning,

Would you step into NTR after the decline this am post earnings? As well , why such a negative response the market?

Thank you,
Brad

Upvote 7

Read Answer Asked by Brad on May 07, 2026

• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.43)
  • $16.43 P/E (TTM): 18.21X Cap: $1.09B
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Q: Should I infer from Danny's question this morning that you are selling XHY in your Income Portfolio?

Upvote 2

Read Answer Asked by Dennis on May 07, 2026

• Dream Industrial Real Estate Investment Trust (DIR.UN $14.25)
  • $14.25 P/E (TTM): 38.32X Cap: $4.08B
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Q: Please comment on Dir.un lastest Q.Add,Hold or Sell.Txs for u usual great services & views

Upvote 4

Read Answer Asked by Peter on May 07, 2026

• Micron Technology Inc. (MU $795.33)
  • $795.33 P/E (TTM): 35.26X Cap: $896.92B
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• Veeva Systems Inc. Class A (VEEV $159.33)
  • $159.33 P/E (TTM): 30.58X Cap: $27.13B
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• Snowflake Inc. (SNOW $151.50)
  • $151.50 Cap: $52.70B
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Q: Good Morning, I recently sold SNOW:US and I am wondering what you would recommend replace it with.

Upvote 2

Read Answer Asked by Pauline on May 07, 2026