Investment Q&A

• Teradyne Inc. (TER $192.29)
  • $192.29 P/E (TTM): 71.06X Cap: $30.11B
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• Archer Aviation Inc. Class A (ACHR $7.95)
  • $7.95 Cap: $5.18B
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• Rivian Automotive Inc. (RIVN $17.90)
  • $17.90 Cap: $21.94B
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Q: Good Morning. Would appreciate your thoughts of these 3 smaller names after earnings and guidance. Thank you.

Upvote 2

Read Answer Asked by Paul on May 16, 2025

• Magna International Inc. (MG $72.66)
  • $72.66 P/E (TTM): 14.31X Cap: $20.47B
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Q: I am taking a tax loss on Magna, could you recommend a few industrial names for replacement with a dividend?

Thank you

Upvote 7

Read Answer Asked by Brent on May 16, 2025

• Canadian National Railway Company (CNR $133.42)
  • $133.42 P/E (TTM): 18.38X Cap: $82.12B
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• Canadian Pacific Kansas City Limited (CP $100.92)
  • $100.92 P/E (TTM): 22.28X Cap: $90.91B
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Q: Good morning,

if you had to pick one of these which would it be and why? Historically who has performed better.

Upvote 7

Read Answer Asked by Kolbi on May 16, 2025

• TELUS Corporation (T $17.51)
  • $17.51 Cap: $27.10B
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• Cogeco Communications Inc. Subordinate Voting Shares (CCA $66.09)
  • $66.09 P/E (TTM): 8.73X Cap: $2.79B
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Q: Hello Team,
Could you give me a short commentary on both and which would you prefer for total return over the next couple of years. I already own Telus and wonder if there would be too much overlap to own both.
Thank You,
Barry

Upvote 4

Read Answer Asked by Barry on May 16, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $33.41)
  • $33.41 Cap: $13.05B
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Q: When does Galaxy enter the Nasdaq?

Upvote 2

Read Answer Asked by Lesley on May 16, 2025

• Bird Construction Inc. (BDT $28.19)
  • $28.19 P/E (TTM): 16.52X Cap: $1.56B
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Q: Peter; Could you comment on BDT numbers- seemed ok to me but Mr. Market doesn’t seem to like them ? Thanks .
Rod

Upvote 3

Read Answer Asked by Rodney on May 15, 2025

• Finning International Inc. (FTT $75.13)
  • $75.13 P/E (TTM): 14.8X Cap: $9.86B
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Q: Why FTT share price has increased so much in the last few days?

Thanks,

Upvote 2

Read Answer Asked by Liping on May 15, 2025

Q: Hi 5i!

Can you list 5 undervalued or beaten up Canadian stocks you feel are poised for growth in the next 2-3 years?
Also, RBC has had a real run, is it a good time to step in or would you wait? For a bank would you consider RBC’s stock price expensive?
Thanks for all you do!

Upvote 17

Read Answer Asked by Josh on May 15, 2025

• Power Corporation of Canada Subordinate Voting Shares (POW $72.88)
  • $72.88 P/E (TTM): 15.61X Cap: $46.42B
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• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $13.90)
  • $13.90 P/E (TTM): 18.76X Cap: $387M
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Q: I believe Power and Corbys reported. Your comments please

Upvote 3

Read Answer Asked by Margot on May 15, 2025

• WSP Global Inc. (WSP $245.45)
  • $245.45 P/E (TTM): 36.1X Cap: $32.05B
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• AtkinsRéalis Group Inc. (ATRL $86.32)
  • $86.32 P/E (TTM): 6.05X Cap: $14.30B
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Q: Could you please provide earning estimates for Atkins Realis.

What would be your preference between ATRL and WSP and why ?

Thank You

Upvote 5

Read Answer Asked by rajeev on May 15, 2025

• CAE Inc. (CAE $29.04)
  • $29.04 P/E (TTM): 30.19X Cap: $9.39B
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Q: In the category of Defense equipment companies do you see CAE as a good buy or would Europe be a better place to look? I am not interested in U,S, companies.

Thank you,

Mike

Upvote 4

Read Answer Asked by Michael on May 15, 2025

• Air Canada Voting and Variable Voting Shares (AC $18.58)
  • $18.58 Cap: $5.50B
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Q: Good afternoon,

AC announces terms of the $500 million issuer bid. The offer is a modified Dutch Auction at a price range $18.50 - $21.00, its not clear to me what price one can tender their shares . Please explain it to me simply.. Thanks , George

Upvote 3

Read Answer Asked by George on May 15, 2025

• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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• AeroVironment Inc. (AVAV $234.65)
  • $234.65 Cap: $11.74B
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• L3Harris Technologies Inc. (LHX $282.85)
  • $282.85 P/E (TTM): 30.82X Cap: $52.90B
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• RTX Corporation (RTX $179.93)
  • $179.93 P/E (TTM): 36.69X Cap: $241.24B
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Q: Do you have any suggestions for companies that will benefit from potential increases in defense spending - Canada and US

Upvote 8

Read Answer Asked by Maria on May 15, 2025

• ATCO Ltd. Class I Non-voting Shares (ACO.X $54.88)
  • $54.88 P/E (TTM): 13.93X Cap: $6.15B
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Q: Hi Peter & Team,

Our new PM frequently mentions modular housing as a way to rapidly build up Canada's housing supply. Since ATCO is apparently a large player in modular housing, do you believe that this could provide some tailwinds to ATCO stock? Your insight is highly valued.

Upvote 3

Read Answer Asked by Jerry on May 15, 2025

Q: Everyone, three months have passed since I asked this same question, so what are the three issues that you are worrying about today? Clayton

Upvote 21

Read Answer Asked by Clayton on May 14, 2025

• Royal Bank of Canada (RY $228.78)
  • $228.78 P/E (TTM): 17.27X Cap: $320.33B
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• Bank of Nova Scotia (The) (BNS $100.22)
  • $100.22 P/E (TTM): 24.71X Cap: $124.43B
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• Bank of Montreal (BMO $179.57)
  • $179.57 P/E (TTM): 14.98X Cap: $127.29B
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• Alimentation Couche-Tard Inc. (ATD $72.77)
  • $72.77 P/E (TTM): 19.07X Cap: $67.36B
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Q: Hi, I'm considering adding a Canadian bank. I only hold TD. Which bank would you consider to be the best to add at this time for a longtime core holding? I'm thinking of doing a quarter position at this time and build that position over time. Also I started a quarter position in ATD recently and I'm watching it at the moment. Would you consider ATD to be fairly safe at these levels and an attractive stock to increase that position at the current price or wait to see if it's still in the bottoming process. Thank you as always for your expert advice!

Upvote 9

Read Answer Asked by Harry on May 14, 2025

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $170.03)
  • $170.03 P/E (TTM): 17.74X Cap: $12.52B
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Q: Please update your thoughts on adding shares of this company. Primary objective is income, low risk is second, growth is third.

Upvote 6

Read Answer Asked by Ron on May 14, 2025

Q: Can you tell me about ownership of the currently bought bitcoin? To whom it belongs in rough proportion? Institutions, individual investors ,foreign and domestic banks?
Thank you
Miroslaw

Upvote 5

Read Answer Asked by Miroslaw on May 14, 2025

• Constellation Software Inc. (CSU $3,260.00)
  • $3,260.00 P/E (TTM): 75.9X Cap: $69.08B
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• Knight Therapeutics Inc. (GUD $6.08)
  • $6.08 Cap: $606M
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• Topicus.com Inc. (TOI $123.70)
  • $123.70 P/E (TTM): 1050.3X Cap: $10.32B
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• Lumine Group Inc. (LMN $26.89)
  • $26.89 P/E (TTM): 103.94X Cap: $6.90B
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Q: HI,
I dont have any credits and if you can assist in answering the question would appreciate it. Is CSU, LMN, and TOI still buys at today's prices . At this point, Is Knight worth holding? Thanks for your service

Upvote 6

Read Answer Asked by umedali on May 14, 2025

• Alphabet Inc. (GOOG $307.73)
  • $307.73 P/E (TTM): 30.65X Cap: $3.71T
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• Intuitive Surgical Inc. (ISRG $554.58)
  • $554.58 P/E (TTM): 71.64X Cap: $196.59B
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• NVIDIA Corporation (NVDA $177.72)
  • $177.72 P/E (TTM): 43.43X Cap: $4.31T
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• Booking Holdings Inc. (BKNG $5,436.93)
  • $5,436.93 P/E (TTM): 34.54X Cap: $175.25B
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• Axon Enterprise Inc. (AXON $555.06)
  • $555.06 P/E (TTM): 178.91X Cap: $43.54B
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Q: Can you please list your 5 highest conviction large cap and med cap stocks for a 5+ year hold? All US holdings please.

Also, is it fair to say the market has fully rebounded? Or is the worse still to come? I understand it’s impossible to predict, but your thoughts are much appreciated.

Thank you for everything

Upvote 28

Read Answer Asked by Nick on May 14, 2025