Investment Q&A

Q: What are the 10 best Canadian stocks that have a higher ROIC percentage and allocate their capital really well for a 5-10 year hold

Upvote 4

Read Answer Asked by Todd on January 06, 2026

• BCE Inc. (BCE $34.25)
  • $34.25 P/E (TTM): 5.26X Cap: $31.93B
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• TELUS Corporation (T $19.32)
  • $19.32 P/E (TTM): 25.4X Cap: $30.27B
  • View T Profile
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $59.92)
  • $59.92 P/E (TTM): 15.7X Cap: $6.74B
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• Stantec Inc. (STN $138.61)
  • $138.61 P/E (TTM): 31.96X Cap: $15.81B
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• Capital Power Corporation (CPX $58.46)
  • $58.46 P/E (TTM): 19.85X Cap: $9.09B
  • View CPX Profile
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• Aecon Group Inc. (ARE $37.29)
  • $37.29 P/E (TTM): 347.7X Cap: $2.35B
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• TransAlta Corporation (TA $18.09)
  • $18.09 Cap: $5.38B
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• Vertiv Holdings LLC Class A (VRT $195.58)
  • $195.58 P/E (TTM): 67.08X Cap: $74.77B
  • View VRT Profile
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Q: What are your thoughts and/or insights regarding the monster Alberta AI data centre complex being promoted Kevin O'Leary? Are there any investable companies involved that aren't on the public radar yet that you would consider investing in? Thanks, and Happy New Year!

Upvote 6

Read Answer Asked by David on January 06, 2026

• Thomson Reuters Corporation (TRI $120.18)
  • $120.18 P/E (TTM): 22.35X Cap: $53.80B
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Q: TRI.CA: I was thinking of buying 500 shares of this stock. I t is down a fair bit due, I guess to AI concerns? I currently hold : BCE, T, BIP.UN, BMO, BNS, CM, CTC.A, EIF, ENB, TRP, GSY, CTC.A, L. MFC, IFC, T, TFII, . TFII, L, are recent buys on weakness (2025), I was thinking CJT as well. Comments please. This is a non-registered account.

Upvote 5

Read Answer Asked by James on January 06, 2026

• Thomson Reuters Corporation (TRI $120.18)
  • $120.18 P/E (TTM): 22.35X Cap: $53.80B
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Q: TRI is hitting 30-month lows. Do you have a sense of where the floor might be? Is there anything specific to account for the sharp reversal since last July?

Upvote 5

Read Answer Asked by David on January 06, 2026

• Thomson Reuters Corporation (TRI $120.18)
  • $120.18 P/E (TTM): 22.35X Cap: $53.80B
  • View TRI Profile
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Q: WHY IS TRI CONSTANTLY GOING DOWN WHILE THE REST OF THE MARKETS ARE INCREASING

Upvote 7

Read Answer Asked by John on January 06, 2026

• United Rentals Inc. (URI $899.55)
  • $899.55 P/E (TTM): 21.84X Cap: $56.66B
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• WSP Global Inc. (WSP $265.84)
  • $265.84 P/E (TTM): 38.86X Cap: $33.93B
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• Stantec Inc. (STN $138.61)
  • $138.61 P/E (TTM): 31.96X Cap: $15.81B
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• Thomson Reuters Corporation (TRI $120.18)
  • $120.18 P/E (TTM): 22.35X Cap: $53.80B
  • View TRI Profile
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• Kraken Robotics Inc. (PNG $8.10)
  • $8.10 P/E (TTM): 125.0X Cap: $2.48B
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• Axon Enterprise Inc. (AXON $414.20)
  • $414.20 P/E (TTM): 126.07X Cap: $32.87B
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• CECO Environmental Corp. (CECO $72.37)
  • $72.37 P/E (TTM): 47.93X Cap: $2.57B
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• EnerSys (ENS $172.22)
  • $172.22 P/E (TTM): 18.63X Cap: $6.34B
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• Parsons Corporation (PSN $69.44)
  • $69.44 P/E (TTM): 31.1X Cap: $7.39B
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• First Trust NASDAQ Clean Edge Smart Grid Infrastru (GRID $170.85)
  • $170.85 P/E (TTM): 53.06X Cap: $6.40B
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• Karman Holdings Inc. (KRMN $95.36)
  • $95.36 P/E (TTM): 1282.57X Cap: $12.61B
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Q: Could you please rank these companies from from most to least desirable for a new position:

GRID, TRI,ENS, STN, WSP, PSN, URI, KRMN, PNG, CECO, AXON

Upvote 15

Read Answer Asked by Kel on January 06, 2026

• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.71X Cap: $3.90T
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• AT&T Inc. (T $27.13)
  • $27.13 P/E (TTM): 8.87X Cap: $192.33B
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• Canadian Natural Resources Limited (CNQ $53.40)
  • $53.40 P/E (TTM): 16.37X Cap: $111.23B
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• Dollarama Inc. (DOL $192.27)
  • $192.27 P/E (TTM): 41.06X Cap: $52.94B
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• Fortis Inc. (FTS $73.74)
  • $73.74 P/E (TTM): 21.56X Cap: $37.26B
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• Stantec Inc. (STN $138.61)
  • $138.61 P/E (TTM): 31.96X Cap: $15.81B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
  • $153.06 P/E (TTM): 81.74X Cap: $198.32B
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• Agnico Eagle Mines Limited (AEM $196.60)
  • $196.60 P/E (TTM): 31.92X Cap: $98.77B
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• Royal Bank Of Canada (RY $170.40)
  • $170.40 P/E (TTM): 16.03X Cap: $238.06B
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Q: My grandson owns these stocks and has some money to invest. What stocks would you suggest he add? What is he missing to have a well balanced portfolio?
Thanks for the great service.
Dorothy

Upvote 9

Read Answer Asked by Dorothy on January 06, 2026

Q: What Canadian company’s would benefit from more defence spending
Thank you

Upvote 7

Read Answer Asked by Sam on January 06, 2026

• Canadian Natural Resources Limited (CNQ $53.40)
  • $53.40 P/E (TTM): 16.37X Cap: $111.23B
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• TELUS Corporation (T $19.32)
  • $19.32 P/E (TTM): 25.4X Cap: $30.27B
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• Exchange Income Corporation (EIF $98.63)
  • $98.63 P/E (TTM): 36.44X Cap: $5.35B
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Q: Morning
Please rank these 3 in terms of buying opportunities and dividend. I own all 3, and want To add to 1
EIF. T. CNQ
Thank you

Upvote 5

Read Answer Asked by Michael on January 06, 2026

• Silvercorp Metals Inc. (SVM $14.24)
  • $14.24 P/E (TTM): 78.82X Cap: $3.13B
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• Galaxy Digital Inc. Class A common stock (GLXY $26.98)
  • $26.98 Cap: $10.53B
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Q: A few months ago, I purchased a small position in GLXY, in a TFSA.It is down about 40% and it is now well below 1 % of our overall portfolio. A current contribution results in some new funds being available. I am considering adding to GLXY or alternatively moving on to SVM. Dividends are not a priority, and the objective for this account is good growth, with accepting some measure of risk. .Which of these 2 do you think is the better route to go? Also, do you think the recent regulatory change in China regarding silver is an impediment for that company; if so, is there another silver play that you would prefer?Thanks so much for your excellent service.

Upvote 6

Read Answer Asked by Leonard on January 06, 2026

• MDA Space Ltd. (MDA $34.50)
  • $34.50 P/E (TTM): 41.15X Cap: $4.35B
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Q: Hey guys HAPPY NEW YEAR hope all is well i currently have MDA IN MY RRSP ACCOUNT and am down close to40% i read your report on FTG looks interesting. Reading questions on mda most are selling for a tax loss im unable to do so in a rrsp. looking at a max 2yr hold would i be better selling mda and buying FTG .Im aware you dont do the buy or sell thing but feel that mda has a long way to go and i am looking for a viable alternative maybe cae or ftg . thanks as always

Upvote 4

Read Answer Asked by michael on January 06, 2026

• Bombardier Inc. Class A Multiple Voting Shares (BBD.A $247.09)
  • $247.09 P/E (TTM): 45.64X Cap: $24.50B
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Q: Bombardier hit a new 52 week high. 1 year return has been 146%. Why the continuing upward move, and does this company have more upside this year? Somewhat puzzling. Would you buy at these levels? Thanks.

Upvote 2

Read Answer Asked by Neeraj on January 06, 2026

• Intact Financial Corporation (IFC $260.82)
  • $260.82 P/E (TTM): 22.08X Cap: $46.37B
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• Waste Connections Inc. (WCN $231.07)
  • $231.07 P/E (TTM): 69.41X Cap: $59.51B
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Q: Hi Folks,
I am looking at adding to my holdings of IFC or WCN in my TFSA. May I have your opinion as to which one would be the best today.
Thanks

Upvote 4

Read Answer Asked by JOHN on January 05, 2026

• Dollarama Inc. (DOL $192.27)
  • $192.27 P/E (TTM): 41.06X Cap: $52.94B
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• Trisura Group Ltd. (TSU $43.93)
  • $43.93 P/E (TTM): 17.17X Cap: $2.08B
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• Vitalhub Corp. (VHI $8.10)
  • $8.10 P/E (TTM): 159.61X Cap: $511M
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• Lumine Group Inc. (LMN $20.00)
  • $20.00 P/E (TTM): 76.45X Cap: $5.13B
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• Nebius Group N.V. (NBIS $86.10)
  • $86.10 Cap: $20.50B
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Q: Looking at total return on a 3 to 5 year hold, how would you rank these companies (highest first)

Upvote 15

Read Answer Asked by Ray on January 05, 2026

• Costco Wholesale Corporation (COST $1,001.16)
  • $1,001.16 P/E (TTM): 71.02X Cap: $444.38B
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• Canadian National Railway Company (CNR $138.55)
  • $138.55 P/E (TTM): 18.6X Cap: $84.70B
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• Constellation Software Inc. (CSU $2,434.02)
  • $2,434.02 P/E (TTM): 56.66X Cap: $51.58B
  • View CSU Profile
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• TMX Group Limited (X $45.42)
  • $45.42 P/E (TTM): 27.97X Cap: $12.63B
  • View X Profile
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• Alimentation Couche-Tard Inc. (ATD $78.74)
  • $78.74 P/E (TTM): 20.4X Cap: $72.27B
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• MercadoLibre Inc. (MELI $1,970.15)
  • $1,970.15 P/E (TTM): 49.66X Cap: $103.15B
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• ASML Holding N.V. (ASML $1,413.01)
  • $1,413.01 P/E (TTM): 60.38X Cap: $555.71B
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• Watsco Inc. (WSO $419.92)
  • $419.92 P/E (TTM): 31.62X Cap: $17.03B
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• Brookfield Corporation Class A Limited Voting Shares (BN $61.71)
  • $61.71 P/E (TTM): 87.21X Cap: $138.55B
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Q: Out of the following 10 stocks - what would be your top 5 right now for future growth.

ASML, COST, MELI, MKL, WSO, ATD, BN, CNR, CSU, X

Upvote 19

Read Answer Asked by Stephen on January 05, 2026

• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.71X Cap: $3.90T
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• Intel Corporation (INTC $50.59)
  • $50.59 Cap: $252.69B
  • View INTC Profile
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• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 42.65X Cap: $4.17T
  • View NVDA Profile
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• Texas Instruments Incorporated (TXN $221.44)
  • $221.44 P/E (TTM): 40.87X Cap: $201.20B
  • View TXN Profile
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• Amkor Technology Inc. (AMKR $49.36)
  • $49.36 P/E (TTM): 35.42X Cap: $10.84B
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Q: I want to examine a severe geopolitical scenario and identify potential economic beneficiaries. If heightened geopolitical tensions—say, related to Venezuela—were perceived as creating conditions where China might move against Taiwan, this could disrupt the semiconductor supply chain, particularly affecting TSMC's advanced chip production. I'm anticipating major impacts: NVIDIA's valuation would likely plummet, AI development would face significant setbacks, and chip manufacturing might shift toward Samsung or Intel. AI data center construction and operations would be severely disrupted, hurting related infrastructure companies. In such a scenario, are there any sectors or companies that might actually benefit?"

Upvote 7

Read Answer Asked by Neil on January 05, 2026

• FirstService Corporation (FSV $219.68)
  • $219.68 P/E (TTM): 51.74X Cap: $10.04B
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• Alphabet CDR (CAD Hedged) (GOOG $52.28)
  • $52.28 P/E (TTM): 41.21X Cap: $5.34T
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Q: Which stock FSV or GOOG will have more growth going forward? I understand they are in different sectors.

Thanks for your service!

Upvote 5

Read Answer Asked by Ozzie on January 05, 2026

• Walmart Inc. (WMT $131.18)
  • $131.18 Cap: $1.04T
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• Alimentation Couche-Tard Inc. (ATD $78.74)
  • $78.74 P/E (TTM): 20.4X Cap: $72.27B
  • View ATD Profile
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Q: Wondering about selling Walmart and replacing it with Atd.. have held Walmart for short time but have more interest in a Canadian company now.
Thanks, Lesley

Upvote 6

Read Answer Asked by Lesley on January 05, 2026

Q: In my portfolio, I’m only interested in long term compounders. For example, in the compounding software portion of my portfolio I own CSU, TOI, LMN, VHI and PNP. I am reviewing my allocation of Canadian Industrial stock holdings. What would be your top five small to mid cap Canadian compounding industrial companies that you own for 5-10 years. Thanks for your wonderful service and Happy New Year.

Upvote 20

Read Answer Asked by Todd on January 02, 2026

• Canadian Pacific Kansas City Limited (CP $109.82)
  • $109.82 P/E (TTM): 23.55X Cap: $98.92B
  • View CP Profile
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• TFI International Inc. (TFII $166.50)
  • $166.50 P/E (TTM): 30.87X Cap: $13.70B
  • View TFII Profile
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• Magna International Inc. (MG $73.80)
  • $73.80 P/E (TTM): 14.16X Cap: $20.79B
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Q: Can you provide a list of your top 3 down trodden stocks that have faced more macro-related challenges, but still quality companies. I’m looking for companies oversold with a 2 year investment timeline.

Upvote 8

Read Answer Asked by Matt on January 02, 2026