Investment Q&A

• Toronto-Dominion Bank (The) (TD $115.16)
  • $115.16 P/E (TTM): 9.72X Cap: $196.60B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $91.99)
  • $91.99 P/E (TTM): 17.69X Cap: $114.21B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Bank of Montreal (BMO $174.23)
  • $174.23 P/E (TTM): 14.48X Cap: $124.80B
  • View BMO Profile
  • View Questions on BMO
• Canadian Imperial Bank Of Commerce (CM $116.21)
  • $116.21 P/E (TTM): 14.04X Cap: $108.01B
  • View CM Profile
  • View Questions on CM
• National Bank of Canada (NA $156.70)
  • $156.70 P/E (TTM): 15.38X Cap: $61.42B
  • View NA Profile
  • View Questions on NA
• Royal Bank Of Canada (RY $146.50)
  • $146.50 P/E (TTM): 15.54X Cap: $205.46B
  • View RY Profile
  • View Questions on RY

Q: Wondering you thoughts on the Canadian banks. I currently hold TD and CBIL.

Upvote 5

Read Answer Asked by Dale on July 08, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $49.08)
  • $49.08 Cap: $18.46B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Core Scientific Inc. (CORZ $21.54)
  • $21.54 P/E (TTM): 17.1X Cap: $6.67B
  • View CORZ Profile
  • View Questions on CORZ
• CoreWeave Inc. (CRWV $133.71)
  • $133.71 Cap: $65.32B
  • View CRWV Profile
  • View Questions on CRWV

Q: Does yesterdays deal between Coreweave and Core Scientific have any impact on the deal Coreweave has with GLXY do you guess? While your in guessing mode, any thoughts what GLXY is going to do with that warchest they just raised?

Upvote 3

Read Answer Asked by Charles on July 08, 2025

• WELL Health Technologies Corp. (WELL $5.25)
  • $5.25 Cap: $1.33B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: WELL revised outlook upwards and market is reacting 'well' to the news. How significant is the revision? Where might the stock be 12 months from now?

Upvote 7

Read Answer Asked on July 08, 2025

• WELL Health Technologies Corp. (WELL $5.25)
  • $5.25 Cap: $1.33B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: Hi 5i, please provide your thoughts on Well's press release today. How does it affect forward valuation for the year, I'm guessing it just got cheaper. Thx.

Upvote 9

Read Answer Asked by Christopher on July 08, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $49.08)
  • $49.08 Cap: $18.46B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Circle Internet Group Inc. Class A (CRCL $126.98)
  • $126.98 Cap: $29.13B
  • View CRCL Profile
  • View Questions on CRCL

Q: Tom Lee is quite bullish on bitcoins and mentioned "CRCL" a stable coin name. What is your take on this one, how does it compare with "GLXY" in terms of risk-rewards for next couple of years? Thanks

Upvote 4

Read Answer Asked by Lin on July 07, 2025

• CAE Inc. (CAE $39.38)
  • $39.38 P/E (TTM): 30.53X Cap: $12.63B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE

Q: What are views of this company? Any future in the increasing Canadian defence spending?

Upvote 3

Read Answer Asked by Rachel on July 04, 2025

• Constellation Software Inc. (CSU $3,691.08)
  • $3,691.08 P/E (TTM): 89.98X Cap: $78.21B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Intact Financial Corporation (IFC $261.63)
  • $261.63 P/E (TTM): 21.15X Cap: $46.65B
  • View IFC Profile
  • View Questions on IFC
• BMO S&P 500 Index ETF (ZSP $105.06)
  • $105.06 P/E (TTM): 26.73X Cap: $20.95B
  • View ZSP Profile
  • View Questions on ZSP
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $48.34)
  • $48.34 Cap: $19.76B
  • View XIC Profile
  • View Questions on XIC
• SPDR S&P 500 ETF Trust (SPY $682.06)
  • $682.06 P/E (TTM): 27.29X Cap: $688.86B
  • View SPY Profile
  • View Questions on SPY
• INVESCO QQQ Trust (QQQ $629.07)
  • $629.07 P/E (TTM): 36.04X Cap: $410.02B
  • View QQQ Profile
  • View Questions on QQQ
• BMO Nasdaq 100 Equity Index ETF (ZNQ $117.38)
  • $117.38 P/E (TTM): 35.05X Cap: $2.03B
  • View ZNQ Profile
  • View Questions on ZNQ
• Brookfield Corporation Class A Limited Voting Shares (BN $64.59)
  • $64.59 P/E (TTM): 107.18X Cap: $144.90B
  • View BN Profile
  • View Questions on BN

Q: If you were only to buy 3 ETF's and a couple of high convictions stocks. Which 3 ETF's would you pick. No fixed income please.

Upvote 27

Read Answer Asked by Cheryl on July 04, 2025

• Aritzia Inc. Subordinate Voting Shares (ATZ $97.97)
  • $97.97 P/E (TTM): 40.99X Cap: $11.29B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Groupe Dynamite Inc. Subordinate voting shares (GRGD $68.11)
  • $68.11 P/E (TTM): 57.72X Cap: $7.34B
  • View GRGD Profile
  • View Questions on GRGD

Q: What do you think of women's clothing maker Groupe Dynamite (GRGD)? The sales and profit growth looks pretty good. Stock isn't cheap, though, at about 25 times earnings. I figure you prefer Aritzia, but would GRGD be a decent addition to a small cap portfolio?

Upvote 1

Read Answer Asked by Dan on July 03, 2025

• Kraken Robotics Inc. (PNG $6.45)
  • $6.45 P/E (TTM): 107.5X Cap: $1.97B
  • View PNG Profile
  • View Questions on PNG
• Zedcor Inc. (ZDC $6.97)
  • $6.97 P/E (TTM): 410.0X Cap: $733M
  • View ZDC Profile
  • View Questions on ZDC
• kneat.com inc. (KSI $5.39)
  • $5.39 Cap: $512M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI

Q: Of these three small caps would you own all three at 3 percent? In what order would you start buying? Do you see potential multi baggers?

Upvote 13

Read Answer Asked by Helen on July 03, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $49.08)
  • $49.08 Cap: $18.46B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: What a Great pick by U at $4.895 on Sep 5/23.Noted trimmed twice to 6.5%,last on May24/25. On May 27 US offerinf of 29m shares including 4.85m of stock holders. Please advise closing price of above offering. Thinking of purchasing some in the market tomorrow.Please advise and comment.Txs for U usual great views and services

Upvote 2

Read Answer Asked by Peter on July 02, 2025

• Philip Morris International Inc (PM $144.33)
  • $144.33 P/E (TTM): 26.1X Cap: $224.66B
  • View PM Profile
  • View Questions on PM
• Constellation Brands Inc. (STZ $131.38)
  • $131.38 P/E (TTM): 19.01X Cap: $22.99B
  • View STZ Profile
  • View Questions on STZ
• North West Company Inc. (The) (NWC $45.50)
  • $45.50 P/E (TTM): 16.08X Cap: $2.16B
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC
• Alimentation Couche-Tard Inc. (ATD $71.28)
  • $71.28 P/E (TTM): 18.77X Cap: $67.04B
  • View ATD Profile
  • View Questions on ATD
• Premium Brands Holdings Corporation (PBH $96.70)
  • $96.70 P/E (TTM): 46.49X Cap: $4.31B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• British American Tobacco p.l.c. (BTI $51.19)
  • $51.19 P/E (TTM): 28.71X Cap: $112.43B
  • View BTI Profile
  • View Questions on BTI

Q: Good morning, As a retired investor who can handle moderate risk I'm looking to add to my consumer staples holdings in an RRSP, for both growth and a dividend. My only current holding in this sector is Proctor & Gamble (PG). What would be your top 3 picks in Canada and top 3 picks in the US, ranked please, for a new consumer staples holding?

Upvote 7

Read Answer Asked by Lois on July 01, 2025

• Fortis Inc. (FTS $70.50)
  • $70.50 P/E (TTM): 20.74X Cap: $35.50B
  • View FTS Profile
  • View Questions on FTS
• Capital Power Corporation (CPX $71.00)
  • $71.00 P/E (TTM): 24.83X Cap: $11.04B
  • View CPX Profile
  • View Questions on CPX
  • View Reports on CPX
• Hydro One Limited (H $51.73)
  • $51.73 P/E (TTM): 24.8X Cap: $31.02B
  • View H Profile
  • View Questions on H

Q: Hi, I have CPX and have considered switching in the past to FTS or H , because of your ranking. However in the last 5 years it has doubled in price and has a great dividend. Hydro One seems to be keeping pace but has a much lower dividend. Just wondering what I’m missing and would you be more comfortable with a switch to H or FTS. Thanks

Upvote 6

Read Answer Asked by Brad on June 27, 2025

• Agnico Eagle Mines Limited (AEM $225.58)
  • $225.58 P/E (TTM): 27.56X Cap: $113.40B
  • View AEM Profile
  • View Questions on AEM
• Nutrien Ltd. (NTR $76.39)
  • $76.39 P/E (TTM): 175.83X Cap: $37.11B
  • View NTR Profile
  • View Questions on NTR
• Linde plc (LIN $418.30)
  • $418.30 P/E (TTM): 28.02X Cap: $195.32B
  • View LIN Profile
  • View Questions on LIN
• ISHARES BITCOIN TR (IBIT $62.30)
  • $62.30 Cap: $88.35B
  • View IBIT Profile
  • View Questions on IBIT

Q: You recently responded to a question suggesting investing in materials as ‘inflation protection’. I have zero exposure to the sector. I have 10% of my portfolio in IBIT in lieu of precious metals.

Would you consider bitcoin exposure as an effective alternative to materials for inflation protection?

Also, please offer your top 3 names in the materials sector, Canada or US, ranked if possible.

Thank you.

Upvote 7

Read Answer Asked by Karim on June 27, 2025

• Dollarama Inc. (DOL $182.31)
  • $182.31 P/E (TTM): 40.33X Cap: $50.38B
  • View DOL Profile
  • View Questions on DOL
• goeasy Ltd. (GSY $168.65)
  • $168.65 P/E (TTM): 10.14X Cap: $2.71B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $214.00)
  • $214.00 P/E (TTM): 31.66X Cap: $2.54B
  • View HPS.A Profile
  • View Questions on HPS.A
• Zedcor Inc. (ZDC $6.97)
  • $6.97 P/E (TTM): 410.0X Cap: $733M
  • View ZDC Profile
  • View Questions on ZDC
• kneat.com inc. (KSI $5.39)
  • $5.39 Cap: $512M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• WELL Health Technologies Corp. (WELL $5.25)
  • $5.25 Cap: $1.33B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Celestica Inc. (CLS $344.48)
  • $344.48 P/E (TTM): 57.14X Cap: $39.53B
  • View CLS Profile
  • View Questions on CLS
• Galaxy Digital Inc. Class A common stock (GLXY $49.08)
  • $49.08 Cap: $18.46B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Propel Holdings Inc. (PRL $25.52)
  • $25.52 P/E (TTM): 12.22X Cap: $995M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• D2L Inc. Subordinate Voting Shares (DTOL $17.39)
  • $17.39 P/E (TTM): 21.77X Cap: $953M
  • View DTOL Profile
  • View Questions on DTOL
  • View Reports on DTOL
• Brookfield Corporation Class A Limited Voting Shares (BN $64.59)
  • $64.59 P/E (TTM): 107.18X Cap: $144.90B
  • View BN Profile
  • View Questions on BN
• Luca Mining Corp. (LUCA $1.40)
  • $1.40 Cap: $375M
  • View LUCA Profile
  • View Questions on LUCA

Q: April 28th you answered Kevin ranking these stocks in this order, there has been news on some, any changes you'd make to your guess?

Upvote 24

Read Answer Asked by Charles on June 26, 2025

• Kraken Robotics Inc. (PNG $6.45)
  • $6.45 P/E (TTM): 107.5X Cap: $1.97B
  • View PNG Profile
  • View Questions on PNG
• Zedcor Inc. (ZDC $6.97)
  • $6.97 P/E (TTM): 410.0X Cap: $733M
  • View ZDC Profile
  • View Questions on ZDC
• Tantalus Systems Holding Inc. (GRID $4.49)
  • $4.49 Cap: $230M
  • View GRID Profile
  • View Questions on GRID
• Propel Holdings Inc. (PRL $25.52)
  • $25.52 P/E (TTM): 12.22X Cap: $995M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Would GRID be one of your top 3 small caps currently? Please name your top 3 regardless of sector. Thanks

Upvote 22

Read Answer Asked by Gary on June 26, 2025

• Toronto-Dominion Bank (The) (TD $115.16)
  • $115.16 P/E (TTM): 9.72X Cap: $196.60B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $91.99)
  • $91.99 P/E (TTM): 17.69X Cap: $114.21B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Enbridge Inc. (ENB $65.40)
  • $65.40 P/E (TTM): 22.99X Cap: $142.63B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Canadian Natural Resources Limited (CNQ $44.87)
  • $44.87 P/E (TTM): 11.39X Cap: $93.72B
  • View CNQ Profile
  • View Questions on CNQ
• Sun Life Financial Inc. (SLF $85.31)
  • $85.31 P/E (TTM): 15.6X Cap: $48.49B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Fortis Inc. (FTS $70.50)
  • $70.50 P/E (TTM): 20.74X Cap: $35.50B
  • View FTS Profile
  • View Questions on FTS
• North West Company Inc. (The) (NWC $45.50)
  • $45.50 P/E (TTM): 16.08X Cap: $2.16B
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC
• Russel Metals Inc. (RUS $43.41)
  • $43.41 P/E (TTM): 15.11X Cap: $2.43B
  • View RUS Profile
  • View Questions on RUS
• Leon's Furniture Limited (LNF $29.21)
  • $29.21 P/E (TTM): 12.48X Cap: $1.99B
  • View LNF Profile
  • View Questions on LNF
  • View Reports on LNF
• Hydro One Limited (H $51.73)
  • $51.73 P/E (TTM): 24.8X Cap: $31.02B
  • View H Profile
  • View Questions on H
• Dream Industrial Real Estate Investment Trust (DIR.UN $12.09)
  • $12.09 P/E (TTM): 25.19X Cap: $3.53B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: I am looking at buying Canadian Dividend payers. What are your highest conviction dividend payers. Can you provide top 10 list. Please keep in mind valuation.

Thanks

Upvote 21

Read Answer Asked by Frank on June 25, 2025

• Firan Technology Group Corporation (FTG $10.92)
  • $10.92 P/E (TTM): 25.4X Cap: $274M
  • View FTG Profile
  • View Questions on FTG
• Kraken Robotics Inc. (PNG $6.45)
  • $6.45 P/E (TTM): 107.5X Cap: $1.97B
  • View PNG Profile
  • View Questions on PNG
• Tantalus Systems Holding Inc. (GRID $4.49)
  • $4.49 Cap: $230M
  • View GRID Profile
  • View Questions on GRID
• ACM Research Inc. (ACMR $41.46)
  • $41.46 P/E (TTM): 34.69X Cap: $2.66B
  • View ACMR Profile
  • View Questions on ACMR

Q: Could I have your suggestions for 3 or 4 small cap growth stocks (probably tech) US or Canada? I have noticed PNG which I take to be a recent addition to your growth portfolio. I am reasonably risk tolerant. Thanks Jim

Upvote 10

Read Answer Asked by jim on June 25, 2025

• goeasy Ltd. (GSY $168.65)
  • $168.65 P/E (TTM): 10.14X Cap: $2.71B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• EQB Inc. (EQB $89.47)
  • $89.47 P/E (TTM): 10.14X Cap: $3.42B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Galaxy Digital Inc. Class A common stock (GLXY $49.08)
  • $49.08 Cap: $18.46B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Coinbase Global Inc (COIN $343.78)
  • $343.78 P/E (TTM): 33.25X Cap: $92.69B
  • View COIN Profile
  • View Questions on COIN
• Robinhood Markets Inc. (HOOD $146.78)
  • $146.78 P/E (TTM): 74.89X Cap: $129.52B
  • View HOOD Profile
  • View Questions on HOOD
• Propel Holdings Inc. (PRL $25.52)
  • $25.52 P/E (TTM): 12.22X Cap: $995M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: What do you believe has the higher probability of greater return- 10 yr Hold. Is there a name that you call out as an alternative to these?

Thx as always for the excellent service.

Upvote 16

Read Answer Asked by Chris on June 19, 2025

• WELL Health Technologies Corp. (WELL $5.25)
  • $5.25 Cap: $1.33B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: Held forever! Starting to believe this is another Knight ?
Potential but goes nowhere!
Feel like a lost opportunity holding this company.
Comments.

Upvote 12

Read Answer Asked by Helen on June 19, 2025

• kneat.com inc. (KSI $5.39)
  • $5.39 Cap: $512M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI

Q: Great report on KSI,

I’ve been patiently waiting to build enough cash to add a position.

Despite the negative trend in the last 30 would you be buyers today? Or wait for it to finally settle out?

Are there any new developments regarding this company? Thank you for the amazing job you all do!

Upvote 13

Read Answer Asked by Adam on June 19, 2025