Investment Q&A

• Dollarama Inc. (DOL $170.76)
  • $170.76 P/E (TTM): 36.99X Cap: $46.84B
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• Celestica Inc. (CLS $553.00)
  • $553.00 P/E (TTM): 55.18X Cap: $63.41B
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• goeasy Ltd. (GSY $31.69)
  • $31.69 P/E (TTM): 2.34X Cap: $541M
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $263.23)
  • $263.23 P/E (TTM): 40.44X Cap: $3B
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• Zedcor Inc. (ZDC $5.90)
  • $5.90 P/E (TTM): 425.71X Cap: $611M
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• kneat.com inc. (KSI $4.23)
  • $4.23 Cap: $407M
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• WELL Health Technologies Corp. (WELL $4.31)
  • $4.31 Cap: $1.11B
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• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
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• Propel Holdings Inc. (PRL $22.11)
  • $22.11 P/E (TTM): 11.68X Cap: $866M
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• D2L Inc. Subordinate Voting Shares (DTOL $9.95)
  • $9.95 P/E (TTM): 37.44X Cap: $545M
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.29)
  • $63.29 P/E (TTM): 85.25X Cap: $142.03B
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• Luca Mining Corp. (LUCA $1.49)
  • $1.49 Cap: $413M
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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 $107.37)
  • $107.37 P/E (TTM): 33.72X Cap: $49.08B
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• Premium Brands Holdings Corporation (PBH $84.56)
  • $84.56 P/E (TTM): 57.61X Cap: $4.40B
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• Leon's Furniture Limited (LNF $26.54)
  • $26.54 P/E (TTM): 17.27X Cap: $1.83B
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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 $84.62)
  • $84.62 P/E (TTM): 20.76X Cap: $23.76B
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• Nutrien Ltd. (NTR $98.08)
  • $98.08 P/E (TTM): 32.2X Cap: $47.85B
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• AtkinsRéalis Group Inc. (ATRL $91.49)
  • $91.49 P/E (TTM): 6.2X Cap: $15.15B
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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 $46.63)
  • $46.63 P/E (TTM): 219.76X Cap: $2.93B
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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 $919.76)
  • $919.76 P/E (TTM): 40.08X Cap: $853.19B
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• WSP Global Inc. (WSP $227.36)
  • $227.36 P/E (TTM): 30.9X Cap: $30.84B
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• Novo Nordisk A/S (NVO $39.10)
  • $39.10 P/E (TTM): 11.2X 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 $184.22)
  • $184.22 P/E (TTM): 47.03X Cap: $15.19B
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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 $105.20)
  • $105.20 P/E (TTM): 14.08X Cap: $22.57B
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• Dollarama Inc. (DOL $170.76)
  • $170.76 P/E (TTM): 36.99X Cap: $46.84B
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• Kinaxis Inc. (KXS $147.51)
  • $147.51 P/E (TTM): 43.45X Cap: $4.07B
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• goeasy Ltd. (GSY $31.69)
  • $31.69 P/E (TTM): 2.34X Cap: $541M
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• TerraVest Industries Inc. (TVK $136.62)
  • $136.62 Cap: $2.95B
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• Endeavour Mining plc Ordinary Shares (EDV $87.08)
  • $87.08 P/E (TTM): 23.89X Cap: $20.77B
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• Celestica Inc. (CLS $404.43)
  • $404.43 P/E (TTM): 55.18X Cap: $46.47B
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• Sun Life Financial Inc. (SLF $70.25)
  • $70.25 P/E (TTM): 15.62X Cap: $39.05B
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• MDA Space Ltd. (MDA $46.04)
  • $46.04 P/E (TTM): 55.86X Cap: $6.40B
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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 $150.10)
  • $150.10 P/E (TTM): 20.03X Cap: $92.12B
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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 $184.22)
  • $184.22 P/E (TTM): 47.03X Cap: $15.19B
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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 $8.16)
  • $8.16 P/E (TTM): 80.4X Cap: $514M
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• WELL Health Technologies Corp. (WELL $4.31)
  • $4.31 Cap: $1.11B
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• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
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• Propel Holdings Inc. (PRL $22.11)
  • $22.11 P/E (TTM): 11.68X Cap: $866M
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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 $53.18)
  • $53.18 P/E (TTM): 14.27X Cap: $382.15B
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• ConocoPhillips (COP $122.47)
  • $122.47 P/E (TTM): 18.34X Cap: $146.81B
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• Chevron Corporation (CVX $187.21)
  • $187.21 P/E (TTM): 27.64X Cap: $370.52B
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• JPMorgan Chase & Co. (JPM $312.63)
  • $312.63 P/E (TTM): 15.84X Cap: $839.53B
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• Prudential Financial Inc. (PRU $94.11)
  • $94.11 P/E (TTM): 10.27X Cap: $33.54B
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• Exxon Mobil Corporation (XOM $148.59)
  • $148.59 P/E (TTM): 22.04X Cap: $618.18B
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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 $150.10)
  • $150.10 P/E (TTM): 20.03X Cap: $92.12B
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• Dollarama Inc. (DOL $170.76)
  • $170.76 P/E (TTM): 36.99X Cap: $46.84B
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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 $184.22)
  • $184.22 P/E (TTM): 47.03X Cap: $15.19B
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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 $263.23)
  • $263.23 P/E (TTM): 40.44X Cap: $3B
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• Boyd Group Services Inc. (BYD $164.00)
  • $164.00 P/E (TTM): 148.84X Cap: $4.60B
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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 $86.09)
  • $86.09 P/E (TTM): 17.31X Cap: $101.75B
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• BCE Inc. (BCE $32.64)
  • $32.64 P/E (TTM): 4.82X Cap: $30.47B
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• TC Energy Corporation (TRP $82.14)
  • $82.14 P/E (TTM): 25.79X Cap: $85.64B
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• Dollarama Inc. (DOL $170.76)
  • $170.76 P/E (TTM): 36.99X Cap: $46.84B
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• Kinaxis Inc. (KXS $147.51)
  • $147.51 P/E (TTM): 43.45X Cap: $4.07B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $49.70)
  • $49.70 Cap: $22.76B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $263.23)
  • $263.23 P/E (TTM): 40.44X Cap: $3B
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• Royal Bank Of Canada (RY $177.52)
  • $177.52 P/E (TTM): 16.49X Cap: $248.51B
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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 $184.22)
  • $184.22 P/E (TTM): 47.03X Cap: $15.19B
  • View TFII Profile
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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 $60.93)
  • $60.93 P/E (TTM): 11.42X Cap: $126.30B
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• Loblaw Companies Limited (L $61.90)
  • $61.90 P/E (TTM): 11.77X Cap: $72.69B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $105.20)
  • $105.20 P/E (TTM): 14.08X Cap: $22.57B
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• Constellation Software Inc. (CSU $2,624.99)
  • $2,624.99 P/E (TTM): 79.49X Cap: $55.12B
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• Tourmaline Oil Corp. (TOU $59.73)
  • $59.73 P/E (TTM): 83.0X Cap: $23.10B
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• WSP Global Inc. (WSP $227.36)
  • $227.36 P/E (TTM): 30.9X Cap: $30.84B
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• Stella-Jones Inc. (SJ $82.58)
  • $82.58 P/E (TTM): 13.7X Cap: $4.52B
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• TerraVest Industries Inc. (TVK $136.62)
  • $136.62 Cap: $2.95B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $66.11)
  • $66.11 P/E (TTM): 32.23X Cap: $107.92B
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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 $128.24)
  • $128.24 P/E (TTM): 28.14X Cap: $58.78B
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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 $63.17)
  • $63.17 P/E (TTM): 8.51X Cap: $2.67B
  • View CCA Profile
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Q: What is the difference between CCA & CGO.

Upvote 1

Read Answer Asked by terry on April 23, 2025