Investment Q&A

• Canadian National Railway Company (CNR $131.35)
  • $131.35 P/E (TTM): 18.19X Cap: $80.84B
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Q: Would you be picking up cnr right now and if so what would be an optimal price?
Steve

Upvote 7

Read Answer Asked by steven on April 25, 2025

• TFI International Inc. (TFII $116.25)
  • $116.25 P/E (TTM): 21.96X Cap: $9.56B
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Q: I was expecting TFII to have a rough day today after missing their target numbers. But it's up (nice surprise), What's happening? How did the call go. Were there some encouraging developments discussed?

Upvote 6

Read Answer Asked on April 24, 2025

• Vitalhub Corp. (VHI $8.97)
  • $8.97 P/E (TTM): 173.53X Cap: $566M
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• WELL Health Technologies Corp. (WELL $3.91)
  • $3.91 Cap: $992M
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• Galaxy Digital Inc. Class A common stock (GLXY $35.76)
  • $35.76 Cap: $13.96B
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• Propel Holdings Inc. (PRL $20.79)
  • $20.79 P/E (TTM): 9.38X Cap: $818M
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Q: I'm thinking of exiting WELL for something that will be growthier if the markets continue to recover. I have VHI, GLXY and PRL in the Canadian side of my TFSA. Can you suggest a Canadian Growthy stock regardless of sector?
Thanks!

Upvote 14

Read Answer Asked by Kim on April 24, 2025

• Bank of America Corporation (BAC $51.64)
  • $51.64 P/E (TTM): 14.07X Cap: $377.10B
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• ConocoPhillips (COP $89.68)
  • $89.68 P/E (TTM): 12.51X Cap: $110.81B
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• Chevron Corporation (CVX $153.62)
  • $153.62 P/E (TTM): 21.77X Cap: $309.31B
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• JPMorgan Chase & Co. (JPM $299.41)
  • $299.41 P/E (TTM): 14.87X Cap: $817.68B
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• Prudential Financial Inc. (PRU $102.64)
  • $102.64 P/E (TTM): 14.16X Cap: $39.81B
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• Exxon Mobil Corporation (XOM $119.03)
  • $119.03 P/E (TTM): 17.1X Cap: $501.96B
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Q: Hi group presently holding 20%in cash (wait or start nibbling now). Light on both Cad /Us financials so can you give me you top 3 (in order of preference) in both US and Cad. Also light on gold and energy same analysis please. Thanks for all your guidance it is much appreciated.

Upvote 8

Read Answer Asked by Terence on April 24, 2025

• Canadian National Railway Company (CNR $131.35)
  • $131.35 P/E (TTM): 18.19X Cap: $80.84B
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• Dollarama Inc. (DOL $196.43)
  • $196.43 P/E (TTM): 43.49X Cap: $54.28B
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Q: Getting very impatient with this story- more downgrades today - understanding that it is a bit apples /oranges - switch to DOL for growth over next 3 -5 yrs?

Upvote 7

Read Answer Asked by Scott on April 24, 2025

• TFI International Inc. (TFII $116.25)
  • $116.25 P/E (TTM): 21.96X Cap: $9.56B
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Q: Thoughts on recent earning. Down already over 30 percent this year, I’m wondering if it’s time to get out and search new opportunities. The tariff treat remains and economic downturn risk remains. What are your views on holder or exiting this position for other opportunities.

Upvote 7

Read Answer Asked by Gerry on April 24, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $164.84)
  • $164.84 P/E (TTM): 22.86X Cap: $1.96B
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• Boyd Group Services Inc. (BYD $213.73)
  • $213.73 P/E (TTM): 209.2X Cap: $5.94B
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Q: I know they are different industries but which would you prefer for a 3 year hold?

Upvote 4

Read Answer Asked by Andre on April 23, 2025

• Suncor Energy Inc. (SU $63.20)
  • $63.20 P/E (TTM): 14.16X Cap: $75.92B
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• BCE Inc. (BCE $32.21)
  • $32.21 P/E (TTM): 4.86X Cap: $30.03B
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• TC Energy Corporation (TRP $75.71)
  • $75.71 P/E (TTM): 23.5X Cap: $79.75B
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• Dollarama Inc. (DOL $196.43)
  • $196.43 P/E (TTM): 43.49X Cap: $54.28B
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• Kinaxis Inc. (KXS $170.26)
  • $170.26 P/E (TTM): 100.77X Cap: $4.77B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $48.89)
  • $48.89 P/E (TTM): 54.42X Cap: $22.54B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $164.84)
  • $164.84 P/E (TTM): 22.86X Cap: $1.96B
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• Royal Bank Of Canada (RY $149.11)
  • $149.11 P/E (TTM): 15.65X Cap: $209.33B
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Q: I need to liquidate a portion of a portfolio holding the 8 stocks listed. Can you please rank them in the order you would sell (first to last) based on potential for total return over the next 3-4 years?

Upvote 7

Read Answer Asked by Chris on April 23, 2025

• Balanced Equity Portfolio (BEPORT)
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Q: Hi, I have my own spreadsheet to split my portfolio by sectors. Where would you put Preferred shares? In the same sector as the issuer or in a special category? Cash/GIC, Mutual Funds and broad-sector ETFs have their own ‘columns’. Thanks again.

Upvote 2

Read Answer Asked by Denise on April 23, 2025

• TFI International Inc. (TFII $116.25)
  • $116.25 P/E (TTM): 21.96X Cap: $9.56B
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Q: Can you comment on class action announced yesterday against TFII. Serious? Implications?

Upvote 1

Read Answer Asked on April 23, 2025

• Canadian Natural Resources Limited (CNQ $47.56)
  • $47.56 P/E (TTM): 14.79X Cap: $99.07B
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• Loblaw Companies Limited (L $60.71)
  • $60.71 P/E (TTM): 7.58X Cap: $73.30B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $120.26)
  • $120.26 P/E (TTM): 16.47X Cap: $26.35B
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• Constellation Software Inc. (CSU $3,238.35)
  • $3,238.35 P/E (TTM): 73.7X Cap: $68.62B
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• Tourmaline Oil Corp. (TOU $60.87)
  • $60.87 P/E (TTM): 17.21X Cap: $23.55B
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• WSP Global Inc. (WSP $246.09)
  • $246.09 P/E (TTM): 37.66X Cap: $32.14B
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• Stella-Jones Inc. (SJ $81.71)
  • $81.71 P/E (TTM): 13.59X Cap: $4.48B
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• TerraVest Industries Inc. (TVK $119.80)
  • $119.80 Cap: $2.59B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $69.71)
  • $69.71 P/E (TTM): 30.76X Cap: $112.28B
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Q: hi 5i. sorry for the number of equities in this. you seem to like all (most?) of these companies. I have none of these in my portfolio, but have been trying to get in at lower prices. can you please rank as buy, sell, or hold. can you flag any that you have more concern with re the uncertain investing markets right now ie any to totally avoid? could you give a price point at which you would be buyers of the equities.
cheers and thanks, Chris

Upvote 28

Read Answer Asked by chris on April 23, 2025

• Thomson Reuters Corporation (TRI $189.81)
  • $189.81 P/E (TTM): 35.34X Cap: $84.43B
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Q: If TRI overvalued at this point? What would be a good entry point?

Upvote 2

Read Answer Asked by Merrilyn on April 23, 2025

• Cogeco Communications Inc. Subordinate Voting Shares (CCA $64.62)
  • $64.62 P/E (TTM): 8.61X Cap: $2.73B
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Q: What is the difference between CCA & CGO.

Upvote 1

Read Answer Asked by terry on April 23, 2025

• Alphabet Inc. (GOOG $284.96)
  • $284.96 P/E (TTM): 28.19X Cap: $3.43T
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Q: Would be interested in your take on The search question. Many are saying Goog has lost its leadership position due to AI - I believe search is still the overwhelming cash cow for the company. It’s Gemini doesn’t appear to be getting much traction?

Upvote 6

Read Answer Asked by Scott on April 22, 2025

• TFI International Inc. (TFII $116.25)
  • $116.25 P/E (TTM): 21.96X Cap: $9.56B
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Q: Does TFII have a growth opportunity annd capacity ahead given impacts to their business model from tariffs and trade disruption? I am trying to assess, given it has now dropped by 50%, whether it is a reasonable time to action anything for this stock and if so, what direction it should be.

Upvote 8

Read Answer Asked by Peter on April 21, 2025

• Magna International Inc. (MG $66.62)
  • $66.62 P/E (TTM): 13.09X Cap: $18.77B
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Q: I have taken significant losses on a Magna holding over the years - it vulnerability is unfortunate as it has been a historically successful company and model even when the sector wasn’t.
Do you think it is worth continuing to hold and is it an appropriate time for tax loss harvesting?

Upvote 6

Read Answer Asked by Peter on April 21, 2025

• Alphabet Inc. (GOOG $284.96)
  • $284.96 P/E (TTM): 28.19X Cap: $3.43T
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• Canadian National Railway Company (CNR $131.35)
  • $131.35 P/E (TTM): 18.19X Cap: $80.84B
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Q: just wondering if you wanted to either buy cnr on the tsx or the canadian cdr goog today which one would you prefer for long term?

Upvote 5

Read Answer Asked by hans on April 21, 2025

• WSP Global Inc. (WSP $246.09)
  • $246.09 P/E (TTM): 37.66X Cap: $32.14B
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• Stantec Inc. (STN $135.40)
  • $135.40 P/E (TTM): 33.05X Cap: $15.44B
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• Mattr Corp. (MATR $7.82)
  • $7.82 P/E (TTM): 10.85X Cap: $478M
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• Aecon Group Inc. (ARE $25.83)
  • $25.83 P/E (TTM): 254.2X Cap: $1.63B
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• Russel Metals Inc. (RUS $39.55)
  • $39.55 P/E (TTM): 13.51X Cap: $2.21B
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Q: Assuming Canada invests on infrastructure projects in order to support its natural resource sector to reach other than US markets, which cos do you recommend (plse refrain from suggesting BN and affiliates as I am not a fan) - thx

Upvote 5

Read Answer Asked by simon on April 21, 2025

• Illinois Tool Works Inc. (ITW $241.93)
  • $241.93 P/E (TTM): 23.44X Cap: $70.18B
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• Loblaw Companies Limited (L $60.71)
  • $60.71 P/E (TTM): 7.58X Cap: $73.30B
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• Dollarama Inc. (DOL $196.43)
  • $196.43 P/E (TTM): 43.49X Cap: $54.28B
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• Metro Inc. (MRU $97.85)
  • $97.85 P/E (TTM): 21.41X Cap: $21.28B
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• Toromont Industries Ltd. (TIH $157.83)
  • $157.83 P/E (TTM): 25.96X Cap: $12.84B
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• North West Company Inc. (The) (NWC $47.94)
  • $47.94 P/E (TTM): 16.97X Cap: $2.28B
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• Hydro One Limited (H $53.80)
  • $53.80 P/E (TTM): 24.99X Cap: $32.26B
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• Rollins Inc. (ROL $58.61)
  • $58.61 P/E (TTM): 54.17X Cap: $28.40B
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• Brown & Brown Inc. (BRO $79.93)
  • $79.93 P/E (TTM): 24.16X Cap: $27.55B
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Q: Please rank the following stocks to purchase today for a 20 year hold. Thanks

Upvote 7

Read Answer Asked by Ben on April 21, 2025

• Air Canada Voting and Variable Voting Shares (AC $17.84)
  • $17.84 Cap: $5.28B
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• Transat A.T. Inc. Voting and Variable Voting Shares (TRZ $2.11)
  • $2.11 Cap: $84M
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• Harvest Travel & Leisure Index ETF (TRVL $29.89)
  • $29.89 P/E (TTM): 18.94X Cap: $40M
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Q: Hi 5i, could you give me some good quality travel industry stocks that you believe might benefit if international travellers divert their travel from US to Canada. Could you please have them traded on Canadian exchange. Thanks

Upvote 1

Read Answer Asked by Ian on April 17, 2025