Investment Q&A

• Amazon.com Inc. (AMZN $215.10)
  • $215.10 P/E (TTM): 29.06X Cap: $2.24T
  • View AMZN Profile
  • View Questions on AMZN
• Costco Wholesale Corporation (COST $1,009.31)
  • $1,009.31 P/E (TTM): 69.69X Cap: $447.31B
  • View COST Profile
  • View Questions on COST
• Celestica Inc. (CLS $365.51)
  • $365.51 P/E (TTM): 44.59X Cap: $40.38B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.25)
  • $175.25 P/E (TTM): 129.35X Cap: $217.35B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $61.76)
  • $61.76 P/E (TTM): 32.77X Cap: $4.36B
  • View XQQ Profile
  • View Questions on XQQ
• Vanguard S&P 500 Index ETF (VFV $166.90)
  • $166.90 P/E (TTM): 26.01X Cap: $28.14B
  • View VFV Profile
  • View Questions on VFV

Q: I have the following investments and I am wondering which ones would be good for long term investments? I am 30 years old. This is for my TFSA. I would be okay with USA and Canadian investments for medium to high risk.

Upvote 5

Read Answer Asked by Nancy on March 03, 2026

• Costco Wholesale Corporation (COST $1,009.31)
  • $1,009.31 P/E (TTM): 69.69X Cap: $447.31B
  • View COST Profile
  • View Questions on COST
• Coca-Cola Company (The) (KO $78.03)
  • $78.03 P/E (TTM): 26.39X Cap: $341.21B
  • View KO Profile
  • View Questions on KO
• McDonald's Corporation (MCD $331.00)
  • $331.00 P/E (TTM): 28.02X Cap: $235.97B
  • View MCD Profile
  • View Questions on MCD
• Procter & Gamble Company (The) (PG $157.83)
  • $157.83 P/E (TTM): 24.22X Cap: $371.18B
  • View PG Profile
  • View Questions on PG
• TJX Companies Inc. (The) (TJX $161.36)
  • $161.36 P/E (TTM): 35.31X Cap: $177.35B
  • View TJX Profile
  • View Questions on TJX
• Walmart Inc. (WMT $127.54)
  • $127.54 Cap: $1.01T
  • View WMT Profile
  • View Questions on WMT
• Loblaw Companies Limited (L $62.50)
  • $62.50 P/E (TTM): 12.17X Cap: $74.31B
  • View L Profile
  • View Questions on L

Q: Hi,
A few days ago I asked for 5 CAD and US value stocks. Thanks for that.
You mentioned that there are others that you like in the space but did not fit the criteria. Would you please share think names.

Thanks and have a great day.
Joe

Upvote 5

Read Answer Asked by Joe on February 09, 2026

• Costco Wholesale Corporation (COST $1,009.31)
  • $1,009.31 P/E (TTM): 69.69X Cap: $447.31B
  • View COST Profile
  • View Questions on COST
• United Rentals Inc. (URI $844.43)
  • $844.43 P/E (TTM): 21.25X Cap: $52.50B
  • View URI Profile
  • View Questions on URI
• Exxon Mobil Corporation (XOM $149.74)
  • $149.74 P/E (TTM): 23.02X Cap: $632.63B
  • View XOM Profile
  • View Questions on XOM
• Berkshire Hathaway Inc. (BRK.B $485.61)
  • $485.61 P/E (TTM): 15.35X Cap: $1.03T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: Hello,
Can you provide a few names in US and Canada which you consider good value plays? Also, costco despite its PE being high continues to surge higher. Do you think it is worth keeping or sell some? Lastly, can you recommend a good website for stock charts as i find yahoo is not reliable as it used to be.. I like to see 1 , 5 , 10 year charts etc Thank you

Upvote 8

Read Answer Asked by umedali on February 06, 2026

• Costco Wholesale Corporation (COST $1,009.31)
  • $1,009.31 P/E (TTM): 69.69X Cap: $447.31B
  • View COST Profile
  • View Questions on COST
• Walmart Inc. (WMT $127.54)
  • $127.54 Cap: $1.01T
  • View WMT Profile
  • View Questions on WMT

Q: Do you see any of the big name stocks [companys] in Canada & the USA that are over-valued and investors should not be investing in them?

Thank you.

Upvote 7

Read Answer Asked by Ross on February 05, 2026

• Apple Inc. (AAPL $265.09)
  • $265.09 P/E (TTM): 33.51X Cap: $3.87T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $215.10)
  • $215.10 P/E (TTM): 29.06X Cap: $2.24T
  • View AMZN Profile
  • View Questions on AMZN
• Costco Wholesale Corporation (COST $1,009.31)
  • $1,009.31 P/E (TTM): 69.69X Cap: $447.31B
  • View COST Profile
  • View Questions on COST
• Meta Platforms Inc. (META $669.14)
  • $669.14 P/E (TTM): 27.82X Cap: $1.65T
  • View META Profile
  • View Questions on META
• Eli Lilly and Company (LLY $1,002.00)
  • $1,002.00 P/E (TTM): 44.36X Cap: $950.64B
  • View LLY Profile
  • View Questions on LLY
• Walmart Inc. (WMT $127.54)
  • $127.54 Cap: $1.01T
  • View WMT Profile
  • View Questions on WMT
• Enbridge Inc. (ENB $74.02)
  • $74.02 P/E (TTM): 28.19X Cap: $162.12B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• ARC Resources Ltd. (ARX $25.74)
  • $25.74 P/E (TTM): 6.27X Cap: $14.84B
  • View ARX Profile
  • View Questions on ARX
• Tourmaline Oil Corp. (TOU $65.72)
  • $65.72 P/E (TTM): 18.41X Cap: $25.57B
  • View TOU Profile
  • View Questions on TOU
• WSP Global Inc. (WSP $232.19)
  • $232.19 P/E (TTM): 31.5X Cap: $31.68B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Celestica Inc. (CLS $365.51)
  • $365.51 P/E (TTM): 44.59X Cap: $40.38B
  • View CLS Profile
  • View Questions on CLS
• TFI International Inc. (TFII $161.63)
  • $161.63 P/E (TTM): 42.01X Cap: $13.31B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.25)
  • $175.25 P/E (TTM): 129.35X Cap: $217.35B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• goeasy Ltd. (GSY $110.15)
  • $110.15 P/E (TTM): 7.73X Cap: $1.70B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Teradyne Inc. (TER $306.45)
  • $306.45 P/E (TTM): 93.9X Cap: $47.62B
  • View TER Profile
  • View Questions on TER
• Fortis Inc. (FTS $57.21)
  • $57.21 P/E (TTM): 22.36X Cap: $29.08B
  • View FTS Profile
  • View Questions on FTS
• Boyd Group Services Inc. (BYD $233.36)
  • $233.36 P/E (TTM): 236.49X Cap: $6.55B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD
• Nvidia CDR (CAD Hedged) (NVDA $41.23)
  • $41.23 P/E (TTM): 62.07X Cap: $6.06T
  • View NVDA Profile
  • View Questions on NVDA
• Costco CDR (CAD Hedged) (COST $45.34)
  • $45.34 P/E (TTM): 54.11X Cap: $608.52B
  • View COST Profile
  • View Questions on COST
• Microsoft CDR (CAD Hedged) (MSFT $28.92)
  • $28.92 P/E (TTM): 29.22X Cap: $4.04T
  • View MSFT Profile
  • View Questions on MSFT
• Alphabet CDR (CAD Hedged) (GOOG $48.98)
  • $48.98 P/E (TTM): 38.1X Cap: $5.06T
  • View GOOG Profile
  • View Questions on GOOG
• GE Vernova CDR (CAD Hedged) (GEV $57.82)
  • $57.82 P/E (TTM): 49.81X Cap: $324.70B
  • View GEV Profile
  • View Questions on GEV

Q: Hi Group took some profits on Google (still hold 6%) any have some cash would like to pick 3 from the above list and start 3 new positions . Please give me you 3 to add to as well suggestions in 3 new positions Amazon Apple Meta i no longer have maybe they qualify

Better to add or start new positions is the question please list in order of preference in both Growth and value are the target thanks

Upvote 14

Read Answer Asked by Terence on February 05, 2026

• Costco Wholesale Corporation (COST $1,009.31)
  • $1,009.31 P/E (TTM): 69.69X Cap: $447.31B
  • View COST Profile
  • View Questions on COST
• Chevron Corporation (CVX $185.96)
  • $185.96 P/E (TTM): 28.6X Cap: $376.66B
  • View CVX Profile
  • View Questions on CVX
• Deere & Company (DE $617.48)
  • $617.48 P/E (TTM): 35.58X Cap: $167.25B
  • View DE Profile
  • View Questions on DE
• Sherwin-Williams Company (The) (SHW $347.15)
  • $347.15 P/E (TTM): 34.67X Cap: $86.28B
  • View SHW Profile
  • View Questions on SHW
• Walmart Inc. (WMT $127.54)
  • $127.54 Cap: $1.01T
  • View WMT Profile
  • View Questions on WMT
• Exxon Mobil Corporation (XOM $149.74)
  • $149.74 P/E (TTM): 23.02X Cap: $632.63B
  • View XOM Profile
  • View Questions on XOM
• Suncor Energy Inc. (SU $77.80)
  • $77.80 P/E (TTM): 18.47X Cap: $92.70B
  • View SU Profile
  • View Questions on SU
• Canadian Natural Resources Limited (CNQ $60.13)
  • $60.13 P/E (TTM): 19.11X Cap: $125.73B
  • View CNQ Profile
  • View Questions on CNQ
• Loblaw Companies Limited (L $62.50)
  • $62.50 P/E (TTM): 12.17X Cap: $74.31B
  • View L Profile
  • View Questions on L
• Cenovus Energy Inc. (CVE $30.93)
  • $30.93 P/E (TTM): 14.53X Cap: $57.59B
  • View CVE Profile
  • View Questions on CVE
• Alimentation Couche-Tard Inc. (ATD $82.24)
  • $82.24 P/E (TTM): 22.03X Cap: $75.58B
  • View ATD Profile
  • View Questions on ATD
• TerraVest Industries Inc. (TVK $145.28)
  • $145.28 Cap: $3.05B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Nutrien Ltd. (NTR $101.33)
  • $101.33 P/E (TTM): 62.01X Cap: $49.14B
  • View NTR Profile
  • View Questions on NTR
• Linde plc (LIN $499.20)
  • $499.20 P/E (TTM): 34.89X Cap: $232.47B
  • View LIN Profile
  • View Questions on LIN
• Corteva Inc. (CTVA $78.94)
  • $78.94 P/E (TTM): 50.17X Cap: $53.08B
  • View CTVA Profile
  • View Questions on CTVA
• VanEck Agribusiness ETF (MOO $82.81)
  • $82.81 P/E (TTM): 22.93X Cap: $1.03B
  • View MOO Profile
  • View Questions on MOO

Q: Markets still look somewhat overevaluated and are volatile : what sector(s) could represent an entry point with no excessive risk actually , real estate looking interesting among others ?

Upvote 9

Read Answer Asked by Jean-Yves on February 03, 2026

• Costco Wholesale Corporation (COST $1,009.31)
  • $1,009.31 P/E (TTM): 69.69X Cap: $447.31B
  • View COST Profile
  • View Questions on COST
• Alphabet Inc. (GOOG $303.94)
  • $303.94 P/E (TTM): 28.34X Cap: $3.70T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $408.28)
  • $408.28 P/E (TTM): 24.92X Cap: $2.99T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $182.54)
  • $182.54 P/E (TTM): 37.24X Cap: $4.37T
  • View NVDA Profile
  • View Questions on NVDA
• Mastercard Incorporated (MA $522.16)
  • $522.16 P/E (TTM): 31.54X Cap: $467.59B
  • View MA Profile
  • View Questions on MA
• Visa Inc. (V $322.95)
  • $322.95 P/E (TTM): 30.09X Cap: $614.71B
  • View V Profile
  • View Questions on V
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $54.37)
  • $54.37 P/E (TTM): 18.27X Cap: $26.27B
  • View XIC Profile
  • View Questions on XIC
• State Street SPDR S&P 500 ETF Trust (SPY $685.82)
  • $685.82 P/E (TTM): 26.17X Cap: $692.15B
  • View SPY Profile
  • View Questions on SPY
• INVESCO QQQ Trust (QQQ $611.34)
  • $611.34 P/E (TTM): 30.22X Cap: $391.17B
  • View QQQ Profile
  • View Questions on QQQ
• BMO Nasdaq 100 Equity Index ETF (ZNQ $110.50)
  • $110.50 P/E (TTM): 31.86X Cap: $1.86B
  • View ZNQ Profile
  • View Questions on ZNQ
• Palantir Technologies Inc. (PLTR $153.15)
  • $153.15 P/E (TTM): 230.43X Cap: $351.95B
  • View PLTR Profile
  • View Questions on PLTR
• ASYMmetric Smart Alpha S&P 500 ETF (ZSPY $27.50)
  • View ZSPY Profile
  • View Questions on ZSPY

Q: I have just started an RESP for my grandson and will be contributing the max $2500 per year. What would you recommend as my first stock purchases.
Thank you

Upvote 13

Read Answer Asked by Marty on January 26, 2026

• Foran Mining Corporation (FOM $6.56)
  • $6.56 Cap: $3.34B
  • View FOM Profile
  • View Questions on FOM
• Costco Wholesale Corporation (COST $1,009.31)
  • $1,009.31 P/E (TTM): 69.69X Cap: $447.31B
  • View COST Profile
  • View Questions on COST
• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,342.13)
  • $2,342.13 P/E (TTM): 7.99X Cap: $49.90B
  • View FFH Profile
  • View Questions on FFH
• Constellation Software Inc. (CSU $2,654.83)
  • $2,654.83 P/E (TTM): 60.17X Cap: $57.07B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• ARC Resources Ltd. (ARX $25.74)
  • $25.74 P/E (TTM): 6.27X Cap: $14.84B
  • View ARX Profile
  • View Questions on ARX
• WSP Global Inc. (WSP $232.19)
  • $232.19 P/E (TTM): 31.5X Cap: $31.68B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Celestica Inc. (CLS $365.51)
  • $365.51 P/E (TTM): 44.59X Cap: $40.38B
  • View CLS Profile
  • View Questions on CLS
• TFI International Inc. (TFII $161.63)
  • $161.63 P/E (TTM): 42.01X Cap: $13.31B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• goeasy Ltd. (GSY $110.15)
  • $110.15 P/E (TTM): 7.73X Cap: $1.70B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Shopify Inc. (SHOP $128.37)
  • $128.37 P/E (TTM): 129.35X Cap: $158.98B
  • View SHOP Profile
  • View Questions on SHOP
• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $55.90)
  • $55.90 Cap: $8.26B
  • View BEPC Profile
  • View Questions on BEPC
• Ninepoint Energy Income FUnd (NRGI)
  • View NRGI Profile
  • View Questions on NRGI
• Brookfield Corporation Class A Preference Shares Series 32 (BN.PF.A $25.89)
  • $25.89 P/E (TTM): 88.54X Cap: $134.94B
  • View BN.PF.A Profile
  • View Questions on BN.PF.A
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $64.63)
  • $64.63 P/E (TTM): 30.05X Cap: $104.25B
  • View BAM Profile
  • View Questions on BAM
• Nvidia CDR (CAD Hedged) (NVDA $41.23)
  • $41.23 P/E (TTM): 62.07X Cap: $6.06T
  • View NVDA Profile
  • View Questions on NVDA
• Microsoft CDR (CAD Hedged) (MSFT $28.92)
  • $28.92 P/E (TTM): 29.22X Cap: $4.04T
  • View MSFT Profile
  • View Questions on MSFT
• Amazon.com CDR (CAD Hedged) (AMZN $24.84)
  • $24.84 P/E (TTM): 29.06X Cap: $3.05T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet CDR (CAD Hedged) (GOOG $48.98)
  • $48.98 P/E (TTM): 38.1X Cap: $5.06T
  • View GOOG Profile
  • View Questions on GOOG
• NINEPOINT ENERGY INCOME FUND (NRGI)
  • P/E (TTM): 14.53X
  • View NRGI Profile
  • View Questions on NRGI
• Eli Lilly CDR (CAD Hedged) (LLY)
  • P/E (TTM): 86.21X
  • View LLY Profile
  • View Questions on LLY
• Walmart CDR (CAD Hedged) (WMT)
  • View WMT Profile
  • View Questions on WMT
• GE Vernova CDR (CAD Hedged) (GEV $57.82)
  • $57.82 P/E (TTM): 49.81X Cap: $324.70B
  • View GEV Profile
  • View Questions on GEV

Q: i own above shares can you rate the top 6 regardless of sector in order of preference so i can add to them based on you top picks from the group also list your top 6 picks in order of preference as well please

Upvote 13

Read Answer Asked by Terence on January 23, 2026

• Costco Wholesale Corporation (COST $1,009.31)
  • $1,009.31 P/E (TTM): 69.69X Cap: $447.31B
  • View COST Profile
  • View Questions on COST
• JD.com Inc. (JD $25.29)
  • $25.29 P/E (TTM): 6.78X Cap: $37.26B
  • View JD Profile
  • View Questions on JD
• Uber Technologies Inc. (UBER $76.37)
  • $76.37 P/E (TTM): 16.06X Cap: $157.15B
  • View UBER Profile
  • View Questions on UBER

Q: hi,
I am down ( with percentage in brackets) on the following US equities:
COST(9), JD(29), UBER(11).
which stocks if any would you buy at current levels and please rank best to worst.
cheers, Chris

Upvote 3

Read Answer Asked by chris on January 05, 2026

• Costco Wholesale Corporation (COST $1,009.31)
  • $1,009.31 P/E (TTM): 69.69X Cap: $447.31B
  • View COST Profile
  • View Questions on COST
• Canadian National Railway Company (CNR $151.12)
  • $151.12 P/E (TTM): 20.96X Cap: $92.90B
  • View CNR Profile
  • View Questions on CNR
• Constellation Software Inc. (CSU $2,654.83)
  • $2,654.83 P/E (TTM): 60.17X Cap: $57.07B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• TMX Group Limited (X $47.14)
  • $47.14 P/E (TTM): 31.59X Cap: $13.35B
  • View X Profile
  • View Questions on X
  • View Reports on X
• Alimentation Couche-Tard Inc. (ATD $82.24)
  • $82.24 P/E (TTM): 22.03X Cap: $75.58B
  • View ATD Profile
  • View Questions on ATD
• MercadoLibre Inc. (MELI $1,775.00)
  • $1,775.00 P/E (TTM): 45.1X Cap: $86.89B
  • View MELI Profile
  • View Questions on MELI
• ASML Holding N.V. (ASML $1,398.50)
  • $1,398.50 P/E (TTM): 62.3X Cap: $524.53B
  • View ASML Profile
  • View Questions on ASML
• Watsco Inc. (WSO $403.89)
  • $403.89 P/E (TTM): 32.82X Cap: $16.53B
  • View WSO Profile
  • View Questions on WSO
• Brookfield Corporation Class A Limited Voting Shares (BN $59.20)
  • $59.20 P/E (TTM): 88.54X Cap: $132.04B
  • View BN Profile
  • View Questions on BN

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

• Costco Wholesale Corporation (COST $1,009.31)
  • $1,009.31 P/E (TTM): 69.69X Cap: $447.31B
  • View COST Profile
  • View Questions on COST
• Walmart Inc. (WMT $127.54)
  • $127.54 Cap: $1.01T
  • View WMT Profile
  • View Questions on WMT

Q: What is your opinion on Costco. They have fallen for a while.
Margita

Upvote 4

Read Answer Asked by Margita Elisabet on December 19, 2025

• Costco Wholesale Corporation (COST $1,009.31)
  • $1,009.31 P/E (TTM): 69.69X Cap: $447.31B
  • View COST Profile
  • View Questions on COST
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $105.03)
  • $105.03 Cap: $2.31B
  • View VGG Profile
  • View Questions on VGG

Q: Hello,
I thought Costco's results were good, yet stock is down. Any comments on the results which would bring the stock price down? Also, would vgg on tsx be a good way to invest in US dividend paying stocks. If not, can you suggest one in Canadian dollars please. Much appreciated. Happy Holidays.

Upvote 4

Read Answer Asked by umedali on December 16, 2025

• Costco Wholesale Corporation (COST $1,009.31)
  • $1,009.31 P/E (TTM): 69.69X Cap: $447.31B
  • View COST Profile
  • View Questions on COST

Q: Qtrly results were good but stock continues it's slide. Good point to start a position? Thx

Upvote 3

Read Answer Asked by John L on December 15, 2025

• Costco Wholesale Corporation (COST $1,009.31)
  • $1,009.31 P/E (TTM): 69.69X Cap: $447.31B
  • View COST Profile
  • View Questions on COST
• Henry Schein Inc. (HSIC $80.75)
  • $80.75 P/E (TTM): 24.73X Cap: $9.19B
  • View HSIC Profile
  • View Questions on HSIC
• Intuitive Surgical Inc. (ISRG $503.27)
  • $503.27 P/E (TTM): 63.06X Cap: $176.64B
  • View ISRG Profile
  • View Questions on ISRG
• Netflix Inc. (NFLX $98.78)
  • $98.78 P/E (TTM): 38.39X Cap: $412.50B
  • View NFLX Profile
  • View Questions on NFLX
• NVIDIA Corporation (NVDA $182.54)
  • $182.54 P/E (TTM): 37.24X Cap: $4.37T
  • View NVDA Profile
  • View Questions on NVDA
• Coca-Cola Company (The) (KO $78.03)
  • $78.03 P/E (TTM): 26.39X Cap: $341.21B
  • View KO Profile
  • View Questions on KO
• Eli Lilly and Company (LLY $1,002.00)
  • $1,002.00 P/E (TTM): 44.36X Cap: $950.64B
  • View LLY Profile
  • View Questions on LLY
• McDonald's Corporation (MCD $331.00)
  • $331.00 P/E (TTM): 28.02X Cap: $235.97B
  • View MCD Profile
  • View Questions on MCD
• UnitedHealth Group Incorporated (DE) (UNH $293.35)
  • $293.35 P/E (TTM): 15.38X Cap: $262.50B
  • View UNH Profile
  • View Questions on UNH
• United Parcel Service Inc. (UPS $112.20)
  • $112.20 P/E (TTM): 17.44X Cap: $96.14B
  • View UPS Profile
  • View Questions on UPS
• Palo Alto Networks Inc. (PANW $159.17)
  • $159.17 P/E (TTM): 82.96X Cap: $127.36B
  • View PANW Profile
  • View Questions on PANW
• Check Point Software Technologies Ltd. (CHKP $158.53)
  • $158.53 Cap: $17.30B
  • View CHKP Profile
  • View Questions on CHKP
• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $359.47)
  • $359.47 P/E (TTM): 51.83X Cap: $1.83T
  • View TSM Profile
  • View Questions on TSM
• CrowdStrike Holdings Inc. (CRWD $397.00)
  • $397.00 Cap: $98.67B
  • View CRWD Profile
  • View Questions on CRWD

Q: I am looking to consolidate my growth portfolio. What are your suggestions on replacing these stocks

CHKP,KO, MCD, MDT,HSIC,UPS,NFLX
with
CRWD/PANW,TSM,ISRG,NVDA,LLY,UNH,COST

Upvote 7

Read Answer Asked by Andrews on December 15, 2025

• Costco Wholesale Corporation (COST $1,009.31)
  • $1,009.31 P/E (TTM): 69.69X Cap: $447.31B
  • View COST Profile
  • View Questions on COST
• Coca-Cola Company (The) (KO $78.03)
  • $78.03 P/E (TTM): 26.39X Cap: $341.21B
  • View KO Profile
  • View Questions on KO
• Procter & Gamble Company (The) (PG $157.83)
  • $157.83 P/E (TTM): 24.22X Cap: $371.18B
  • View PG Profile
  • View Questions on PG
• Walmart Inc. (WMT $127.54)
  • $127.54 Cap: $1.01T
  • View WMT Profile
  • View Questions on WMT
• Loblaw Companies Limited (L $62.50)
  • $62.50 P/E (TTM): 12.17X Cap: $74.31B
  • View L Profile
  • View Questions on L
• Dollarama Inc. (DOL $196.78)
  • $196.78 P/E (TTM): 42.93X Cap: $54.74B
  • View DOL Profile
  • View Questions on DOL
• Metro Inc. (MRU $95.76)
  • $95.76 P/E (TTM): 28.24X Cap: $20.66B
  • View MRU Profile
  • View Questions on MRU
• North West Company Inc. (The) (NWC $54.99)
  • $54.99 P/E (TTM): 19.1X Cap: $2.63B
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC
• Alimentation Couche-Tard Inc. (ATD $82.24)
  • $82.24 P/E (TTM): 22.03X Cap: $75.58B
  • View ATD Profile
  • View Questions on ATD
• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $65.38)
  • $65.38 P/E (TTM): 16.5X Cap: $381M
  • View XST Profile
  • View Questions on XST
• State Street Consumer Staples Select Sector SPDR ETF (XLP $87.14)
  • $87.14 P/E (TTM): 24.94X Cap: $17.11B
  • View XLP Profile
  • View Questions on XLP
• BMO Global Consumer Staples Hedged to CAD Index ETF (STPL $25.92)
  • $25.92 P/E (TTM): 25.14X Cap: $35M
  • View STPL Profile
  • View Questions on STPL

Q: Hello,
I have owned stpl for years as a sector based diversification strategy but feel it has had disappointing returns, even for that sector noting that there are some great breakout picks in the staples sector.
Could you please advise if you think it is a reasonable choice for the staples sector versus specific picks?
I realize that you typically recommend dol as well as wmt, cost and pg. just wondering what you think are good long term picks at this time given significant movement in these in the last couple of years.

Upvote 6

Read Answer Asked by Peter on December 09, 2025

• Costco Wholesale Corporation (COST $1,009.31)
  • $1,009.31 P/E (TTM): 69.69X Cap: $447.31B
  • View COST Profile
  • View Questions on COST
• Walmart Inc. (WMT $127.54)
  • $127.54 Cap: $1.01T
  • View WMT Profile
  • View Questions on WMT

Q: Tell me why WMT is doing so well compared to COST?
Thanks Again

Upvote 3

Read Answer Asked by eugene on December 04, 2025

• Costco Wholesale Corporation (COST $1,009.31)
  • $1,009.31 P/E (TTM): 69.69X Cap: $447.31B
  • View COST Profile
  • View Questions on COST

Q: At what price would you consider Costco a good buy?

Upvote 5

Read Answer Asked by Larry M. on November 21, 2025

• Costco Wholesale Corporation (COST $1,009.31)
  • $1,009.31 P/E (TTM): 69.69X Cap: $447.31B
  • View COST Profile
  • View Questions on COST
• Alphabet Inc. (GOOG $303.94)
  • $303.94 P/E (TTM): 28.34X Cap: $3.70T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $408.28)
  • $408.28 P/E (TTM): 24.92X Cap: $2.99T
  • View MSFT Profile
  • View Questions on MSFT
• GE Aerospace (GE $339.33)
  • $339.33 P/E (TTM): 42.47X Cap: $350.45B
  • View GE Profile
  • View Questions on GE
• Eli Lilly and Company (LLY $1,002.00)
  • $1,002.00 P/E (TTM): 44.36X Cap: $950.64B
  • View LLY Profile
  • View Questions on LLY
• Walmart Inc. (WMT $127.54)
  • $127.54 Cap: $1.01T
  • View WMT Profile
  • View Questions on WMT
• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,342.13)
  • $2,342.13 P/E (TTM): 7.99X Cap: $49.90B
  • View FFH Profile
  • View Questions on FFH
• Constellation Software Inc. (CSU $2,654.83)
  • $2,654.83 P/E (TTM): 60.17X Cap: $57.07B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• ARC Resources Ltd. (ARX $25.74)
  • $25.74 P/E (TTM): 6.27X Cap: $14.84B
  • View ARX Profile
  • View Questions on ARX
• Tourmaline Oil Corp. (TOU $65.72)
  • $65.72 P/E (TTM): 18.41X Cap: $25.57B
  • View TOU Profile
  • View Questions on TOU
• Celestica Inc. (CLS $365.51)
  • $365.51 P/E (TTM): 44.59X Cap: $40.38B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.25)
  • $175.25 P/E (TTM): 129.35X Cap: $217.35B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• goeasy Ltd. (GSY $110.15)
  • $110.15 P/E (TTM): 7.73X Cap: $1.70B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Aritzia Inc. Subordinate Voting Shares (ATZ $121.32)
  • $121.32 Cap: $13.82B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• INVESCO QQQ Trust (QQQ $611.34)
  • $611.34 P/E (TTM): 30.22X Cap: $391.17B
  • View QQQ Profile
  • View Questions on QQQ
• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $30.25)
  • $30.25 Cap: $20.98B
  • View BEP Profile
  • View Questions on BEP
• Boyd Group Services Inc. (BYD $233.36)
  • $233.36 P/E (TTM): 236.49X Cap: $6.55B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD
• Ninepoint Energy Income FUnd (NRGI)
  • View NRGI Profile
  • View Questions on NRGI
• Brookfield Corporation Class A Limited Voting Shares (BN $59.20)
  • $59.20 P/E (TTM): 88.54X Cap: $132.04B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $64.63)
  • $64.63 P/E (TTM): 30.05X Cap: $104.25B
  • View BAM Profile
  • View Questions on BAM
• Lumine Group Inc. (LMN $21.39)
  • $21.39 P/E (TTM): 80.91X Cap: $5.40B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN
• GE Vernova Inc. (GEV $849.76)
  • $849.76 P/E (TTM): 49.81X Cap: $226.94B
  • View GEV Profile
  • View Questions on GEV
• Alphabet CDR (CAD Hedged) (GOOG $48.98)
  • $48.98 P/E (TTM): 38.1X Cap: $5.06T
  • View GOOG Profile
  • View Questions on GOOG

Q: want to raise some cash(tech breaking down technically) in what order would you sell the above listed stocks bearing some are winners and some are losers so what your recommendation sell winners or losers first without getting in to too much specifics. CSU as an example sell now to claim loss or then buy back after 30 days FFH on the other hand is up 60% so sell now and hope to buy back later at lower price. what would you do? Remember i want to raise cash so how would you approach this rebalancing ...thanks for your help

Upvote 9

Read Answer Asked by Terence on November 21, 2025

• Costco Wholesale Corporation (COST $1,009.31)
  • $1,009.31 P/E (TTM): 69.69X Cap: $447.31B
  • View COST Profile
  • View Questions on COST

Q: This stock looks like it has a best before date and it has expired. What a dog for the last year return. Holding cash and shopping at Costco gives you a better return. What will turn this company around?
Thanks Again

Upvote 5

Read Answer Asked by eugene on November 18, 2025

• Costco Wholesale Corporation (COST $1,009.31)
  • $1,009.31 P/E (TTM): 69.69X Cap: $447.31B
  • View COST Profile
  • View Questions on COST
• Colgate-Palmolive Company (CL $95.68)
  • $95.68 P/E (TTM): 37.0X Cap: $76.55B
  • View CL Profile
  • View Questions on CL
• Home Depot Inc. (The) (HD $365.62)
  • $365.62 P/E (TTM): 25.29X Cap: $365.27B
  • View HD Profile
  • View Questions on HD
• McDonald's Corporation (MCD $331.00)
  • $331.00 P/E (TTM): 28.02X Cap: $235.97B
  • View MCD Profile
  • View Questions on MCD
• Stryker Corporation (SYK $382.94)
  • $382.94 P/E (TTM): 45.96X Cap: $147.17B
  • View SYK Profile
  • View Questions on SYK
• United Rentals Inc. (URI $844.43)
  • $844.43 P/E (TTM): 21.25X Cap: $52.50B
  • View URI Profile
  • View Questions on URI

Q: For more defensive US stocks (I.e. non tech) how would you rank the long term performance of the following CL, Cost, HD, MCD, SYK and URI. I have all of these, but I am not happy with the performance of CL nor MCD and I am thinking of selling them and upping my positions in the others. I am not worried about being concentrated in too few stocks, as I have the opposite problem.

Thanks for your thoughts.

Upvote 7

Read Answer Asked by Gordon on November 17, 2025