Investment Q&A

• Canadian Natural Resources Limited (CNQ $60.58)
  • $60.58 P/E (TTM): 18.3X Cap: $126.19B
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• Granite Real Estate Investment Trust (GRT.UN $90.52)
  • $90.52 P/E (TTM): 43.47X Cap: $5.48B
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• Blackstone Inc. (BX $115.33)
  • $115.33 P/E (TTM): 32.58X Cap: $85.59B
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• The Trade Desk Inc. (TTD $24.32)
  • $24.32 P/E (TTM): 27.78X Cap: $11.57B
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• Applovin Corporation (APP $432.98)
  • $432.98 P/E (TTM): 19.51X Cap: $146.03B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $64.45)
  • $64.45 P/E (TTM): 30.6X Cap: $103.81B
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Q: I plan to sell CNQ BAM GRT.UN and TTD for tax losses. Can you please suggest proxies for each of these companies.
Thanks

Upvote 5

Read Answer Asked by Peter on April 29, 2025

Q: I am 90 years of age . Is it time to sell all my stocks and go short term investments yielding 5 plus RAK

I see stores in the future with no inventory coming from China and stores mom and pop operations going out of business plus big stores as well.

Upvote 9

Read Answer Asked by bob on April 29, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.32)
  • $163.32 P/E (TTM): 127.25X Cap: $212.98B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $119.89)
  • $119.89 Cap: $13.83B
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• Kraken Robotics Inc. (PNG $9.25)
  • $9.25 P/E (TTM): 133.83X Cap: $2.83B
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• Propel Holdings Inc. (PRL $20.95)
  • $20.95 P/E (TTM): 9.8X Cap: $824M
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Q: hi 5i,
I have the above 4 in my TFSA. I am considering selling ATZ ( due to tariff concerns vis a vis Aritzia manufacturing in China/Vietnam/etc. ). I own ATZ in another account and will keep it there. I would deploy the proceeds of a potential ATZ sell in the TFSA to the other 3 remaining equities, or perhaps to another equity if you have any other better suggestions currently ( CDN equities only please ). cheers and thanks, Chris

Upvote 13

Read Answer Asked by chris on April 29, 2025

• Premium Brands Holdings Corporation (PBH $103.85)
  • $103.85 P/E (TTM): 72.19X Cap: $4.63B
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Q: looking for an entry point for a half or quarter position, for dividend income and some capital growth, 3 years hold
thanks

Michael

Upvote 3

Read Answer Asked by Michael on April 29, 2025

• CSX Corporation (CSX $43.17)
  • $43.17 P/E (TTM): 27.25X Cap: $80.27B
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• Union Pacific Corporation (UNP $266.97)
  • $266.97 P/E (TTM): 22.04X Cap: $158.41B
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• Canadian National Railway Company (CNR $154.51)
  • $154.51 P/E (TTM): 20.46X Cap: $94.46B
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• Canadian Pacific Kansas City Limited (CP $122.23)
  • $122.23 P/E (TTM): 25.25X Cap: $110.10B
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Q: I believed that these 4 North American railroad Cies constituted a relatively safe investment ,considering the present world uncertainties . I invested during the last 5 months and losses on paper are now up to 25 % . Any suggestion / impression for each Cie, my goal being financially safe Cies . I always greatly appreciate your very pertinent feedbacks, J-Y

Upvote 5

Read Answer Asked by Jean-Yves on April 29, 2025

Q: Everyone, what should you be not doing in today’s financial environment? Clayton

Upvote 14

Read Answer Asked by Clayton on April 28, 2025

• WSP Global Inc. (WSP $234.69)
  • $234.69 P/E (TTM): 32.34X Cap: $31.64B
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• Stantec Inc. (STN $126.99)
  • $126.99 P/E (TTM): 28.41X Cap: $14.48B
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Q: Which is you're preference at this time for a new position in an RRSP ? Thank you.

Upvote 7

Read Answer Asked by Paul on April 28, 2025

• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $54.97)
  • $54.97 P/E (TTM): 31.81X Cap: $2.14B
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Q: Do you think the offer by UPS for AND will succeed? Is there an arbitrage opportunity currently as AND is trading at a price that is less than the offer price?

Upvote 1

Read Answer Asked by Robert on April 28, 2025

• Dollarama Inc. (DOL $202.20)
  • $202.20 P/E (TTM): 41.55X Cap: $55.35B
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• Celestica Inc. (CLS $365.00)
  • $365.00 P/E (TTM): 49.65X Cap: $41.98B
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• goeasy Ltd. (GSY $106.17)
  • $106.17 P/E (TTM): 7.89X Cap: $1.70B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $199.45)
  • $199.45 P/E (TTM): 30.07X Cap: $2.37B
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• Zedcor Inc. (ZDC $5.82)
  • $5.82 P/E (TTM): 420.0X Cap: $614M
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• kneat.com inc. (KSI $3.98)
  • $3.98 Cap: $381M
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• WELL Health Technologies Corp. (WELL $4.20)
  • $4.20 Cap: $1.06B
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• Galaxy Digital Inc. Class A common stock (GLXY $29.70)
  • $29.70 Cap: $11.60B
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• Propel Holdings Inc. (PRL $20.95)
  • $20.95 P/E (TTM): 9.8X Cap: $824M
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• D2L Inc. Subordinate Voting Shares (DTOL $9.80)
  • $9.80 P/E (TTM): 13.46X Cap: $535M
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• Brookfield Corporation Class A Limited Voting Shares (BN $60.10)
  • $60.10 P/E (TTM): 88.8X Cap: $134.94B
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• Luca Mining Corp. (LUCA $1.97)
  • $1.97 Cap: $529M
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Q: Hello Team,

Can you please rank the above Canadian Equities looking for best possible returns over the next 2-3 years. Thanks again!

Upvote 34

Read Answer Asked by Kevin on April 28, 2025

• Restaurant Brands International Inc. (QSR $98.40)
  • $98.40 P/E (TTM): 24.12X Cap: $44.68B
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• Premium Brands Holdings Corporation (PBH $103.85)
  • $103.85 P/E (TTM): 72.19X Cap: $4.63B
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• Leon's Furniture Limited (LNF $27.73)
  • $27.73 P/E (TTM): 11.35X Cap: $1.90B
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Q: I have half positions of these three stocks: QSR, PBH, & LNF. PBH is underwater. Are these good stocks to own long term? They haven't really done much in the last few years. Or on this pullback, make them full positions for their div and possible future growth? Do you have other favourites in Consumer stocks? YOUR THOUGHTS PLEASE. Thanks.

Upvote 4

Read Answer Asked by Pat on April 28, 2025

• Magna International Inc. (MG $86.47)
  • $86.47 P/E (TTM): 17.63X Cap: $24.36B
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• Nutrien Ltd. (NTR $103.55)
  • $103.55 P/E (TTM): 58.97X Cap: $50.04B
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• AtkinsRéalis Group Inc. (ATRL $96.23)
  • $96.23 P/E (TTM): 6.28X Cap: $15.94B
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Q: In my TFSA I hold 25 diversified stocks. I am considering increasing two of the these three stocks to full position (ATRL, NTR or MG) for 2+ years hold. Which two would you suggest?
Thanks

Upvote 3

Read Answer Asked by Roy on April 28, 2025

• Aecon Group Inc. (ARE $39.41)
  • $39.41 P/E (TTM): 367.8X Cap: $2.49B
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Q: What is your view of ARE? Legacy projects are crushing earnings but otherwise things seem positive. Would this be a good time to step in or have there been too many disappointments?

Upvote 1

Read Answer Asked by Curtis on April 25, 2025

• Eli Lilly and Company (LLY $1,017.97)
  • $1,017.97 P/E (TTM): 46.12X Cap: $960.30B
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• WSP Global Inc. (WSP $234.69)
  • $234.69 P/E (TTM): 32.34X Cap: $31.64B
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• Novo Nordisk A/S (NVO $37.76)
  • $37.76 P/E (TTM): 13.18X Cap: $363.68B
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Q: Any reason for big sale on Wsp? Is there any reason not to add to it. I have a very small position in NVO . Which has become smaller..is there any reason to add to it?or would you consider selling it and buying Lly instead. Thanks. Shyam

Upvote 4

Read Answer Asked by Shyam on April 25, 2025

• TFI International Inc. (TFII $162.56)
  • $162.56 P/E (TTM): 40.73X Cap: $13.35B
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Q: Very curious about your response yesterday on TFI International when you stated "Backhaul is really bad, but this is also a tariff situation (nothing is coming back to Canada)." What would these truckers normally haul back to Canada i.e. industrial or consumer products? Just curious if the Canadian sentiment to avoid buying US goods is having an impact.

Upvote 4

Read Answer Asked by Brendon on April 25, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $99.06)
  • $99.06 P/E (TTM): 13.09X Cap: $21.27B
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• Dollarama Inc. (DOL $202.20)
  • $202.20 P/E (TTM): 41.55X Cap: $55.35B
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• Kinaxis Inc. (KXS $129.00)
  • $129.00 P/E (TTM): 72.49X Cap: $3.61B
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• goeasy Ltd. (GSY $106.17)
  • $106.17 P/E (TTM): 7.89X Cap: $1.70B
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• TerraVest Industries Inc. (TVK $147.90)
  • $147.90 Cap: $3.20B
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• Endeavour Mining plc Ordinary Shares (EDV $95.99)
  • $95.99 P/E (TTM): 41.0X Cap: $23.16B
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• Celestica Inc. (CLS $266.98)
  • $266.98 P/E (TTM): 49.65X Cap: $30.71B
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• Sun Life Financial Inc. (SLF $65.21)
  • $65.21 P/E (TTM): 22.12X Cap: $36.12B
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• MDA Space Ltd. (MDA $42.05)
  • $42.05 P/E (TTM): 44.52X Cap: $5.31B
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Q: I have some money to invest. Could you please let me know, in order of best stocks to buy.

Upvote 18

Read Answer Asked by Dorothy on April 25, 2025

• Canadian National Railway Company (CNR $154.51)
  • $154.51 P/E (TTM): 20.46X Cap: $94.46B
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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 $162.56)
  • $162.56 P/E (TTM): 40.73X Cap: $13.35B
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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 $8.26)
  • $8.26 P/E (TTM): 154.31X Cap: $521M
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• WELL Health Technologies Corp. (WELL $4.20)
  • $4.20 Cap: $1.06B
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• Galaxy Digital Inc. Class A common stock (GLXY $29.70)
  • $29.70 Cap: $11.60B
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• Propel Holdings Inc. (PRL $20.95)
  • $20.95 P/E (TTM): 9.8X Cap: $824M
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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 $49.81)
  • $49.81 P/E (TTM): 13.95X Cap: $357.47B
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• ConocoPhillips (COP $118.24)
  • $118.24 P/E (TTM): 17.3X Cap: $144.52B
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• Chevron Corporation (CVX $189.60)
  • $189.60 P/E (TTM): 26.01X Cap: $378.32B
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• JPMorgan Chase & Co. (JPM $297.56)
  • $297.56 P/E (TTM): 14.88X Cap: $802.52B
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• Prudential Financial Inc. (PRU $99.95)
  • $99.95 P/E (TTM): 10.1X Cap: $34.78B
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• Exxon Mobil Corporation (XOM $154.22)
  • $154.22 P/E (TTM): 21.91X Cap: $642.59B
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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 $154.51)
  • $154.51 P/E (TTM): 20.46X Cap: $94.46B
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• Dollarama Inc. (DOL $202.20)
  • $202.20 P/E (TTM): 41.55X Cap: $55.35B
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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