Investment Q&A

• Constellation Software Inc. (CSU $2,499.22)
  • $2,499.22 P/E (TTM): 75.89X Cap: $52.96B
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• Celestica Inc. (CLS $369.27)
  • $369.27 P/E (TTM): 37.86X Cap: $42.45B
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• Descartes Systems Group Inc. (The) (DSG $99.63)
  • $99.63 P/E (TTM): 43.34X Cap: $8.57B
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• TMX Group Limited (X $48.58)
  • $48.58 P/E (TTM): 32.6X Cap: $13.51B
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• Thomson Reuters Corporation (TRI $128.04)
  • $128.04 P/E (TTM): 28.27X Cap: $56.83B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.64)
  • $160.64 P/E (TTM): 126.99X Cap: $209.49B
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• goeasy Ltd. (GSY $35.95)
  • $35.95 P/E (TTM): 2.62X Cap: $577M
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $197.67)
  • $197.67 P/E (TTM): 29.24X Cap: $2.35B
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• Kraken Robotics Inc. (PNG $8.93)
  • $8.93 P/E (TTM): 148.83X Cap: $2.73B
  • View PNG Profile
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• Vitalhub Corp. (VHI $6.78)
  • $6.78 P/E (TTM): 132.94X Cap: $428M
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• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
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• Tantalus Systems Holding Inc. (GRID $4.31)
  • $4.31 Cap: $241M
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• MDA Space Ltd. (MDA $42.98)
  • $42.98 P/E (TTM): 51.17X Cap: $5.43B
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• Propel Holdings Inc. (PRL $17.72)
  • $17.72 P/E (TTM): 9.17X Cap: $697M
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• Brookfield Corporation Class A Limited Voting Shares (BN $52.55)
  • $52.55 P/E (TTM): 77.27X Cap: $117.56B
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• Lumine Group Inc. (LMN $23.97)
  • $23.97 P/E (TTM): 92.75X Cap: $6.15B
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Q: Good day everyone
I would like to know in which order would you buy today from (CLS, PNG, CSU, LMN, GLXY, GSY, PRL, MDA, GRID, VHI, HPS.A, BN, X, TRI, SHOP, DSG).
Also please included a buyable rating for each from 10 down to 1 with 10 being a great buy and 1 not at this time.
Thank you very much

Upvote 53

Read Answer Asked by Jane on November 17, 2025

• Kraken Robotics Inc. (PNG $8.93)
  • $8.93 P/E (TTM): 148.83X Cap: $2.73B
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• WELL Health Technologies Corp. (WELL $3.77)
  • $3.77 Cap: $963M
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• Propel Holdings Inc. (PRL $17.72)
  • $17.72 P/E (TTM): 9.17X Cap: $697M
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• First Trust NASDAQ Clean Edge Smart Grid Infrastru (GRID $160.88)
  • $160.88 P/E (TTM): 51.41X Cap: $7.57B
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Q: Would you endorse a swtich from PRL and WELL to PNG and GRID in a TFSA at this time?

Upvote 9

Read Answer Asked by Andrew on November 17, 2025

• Kraken Robotics Inc. (PNG $8.93)
  • $8.93 P/E (TTM): 148.83X Cap: $2.73B
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• Propel Holdings Inc. (PRL $17.72)
  • $17.72 P/E (TTM): 9.17X Cap: $697M
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Q: Hi Team,
Given the better momentum in PNG, would you advocate a switch, or partial switch from PRL to PNG? Currently I hold almost twice as much PRL compared to PNG. Also, when is PNG set to report? And given the reactions in this quarters earnings season is it too risky to buy more PNG ahead of quarterly results?

Shane.

Upvote 8

Read Answer Asked by Shane on November 13, 2025

• Constellation Software Inc. (CSU $2,499.22)
  • $2,499.22 P/E (TTM): 75.89X Cap: $52.96B
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• Descartes Systems Group Inc. (The) (DSG $99.63)
  • $99.63 P/E (TTM): 43.34X Cap: $8.57B
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• Thomson Reuters Corporation (TRI $128.04)
  • $128.04 P/E (TTM): 28.27X Cap: $56.83B
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• goeasy Ltd. (GSY $35.95)
  • $35.95 P/E (TTM): 2.62X Cap: $577M
  • View GSY Profile
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• Vitalhub Corp. (VHI $6.78)
  • $6.78 P/E (TTM): 132.94X Cap: $428M
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• WELL Health Technologies Corp. (WELL $3.77)
  • $3.77 Cap: $963M
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• Topicus.com Inc. (TOI $97.51)
  • $97.51 P/E (TTM): 316.28X Cap: $13.02B
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• Tantalus Systems Holding Inc. (GRID $4.31)
  • $4.31 Cap: $241M
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• Cellebrite DI Ltd. (CLBT $14.27)
  • $14.27 Cap: $3.55B
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• BlackSky Technology Inc. Class A (BKSY $26.09)
  • $26.09 Cap: $965M
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• Propel Holdings Inc. (PRL $17.72)
  • $17.72 P/E (TTM): 9.17X Cap: $697M
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• Lumine Group Inc. (LMN $23.97)
  • $23.97 P/E (TTM): 92.75X Cap: $6.15B
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Q: A number of your past favourites have been beaten up over the last few weeks. Is there any that you would sell and move on from? Are there any of these companies that you would be buying or adding to at these levels?

Thanks
Tim

Upvote 43

Read Answer Asked by Timothy on November 13, 2025

• goeasy Ltd. (GSY $35.95)
  • $35.95 P/E (TTM): 2.62X Cap: $577M
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $197.67)
  • $197.67 P/E (TTM): 29.24X Cap: $2.35B
  • View HPS.A Profile
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• Kraken Robotics Inc. (PNG $8.93)
  • $8.93 P/E (TTM): 148.83X Cap: $2.73B
  • View PNG Profile
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• Vitalhub Corp. (VHI $6.78)
  • $6.78 P/E (TTM): 132.94X Cap: $428M
  • View VHI Profile
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• MDA Space Ltd. (MDA $42.98)
  • $42.98 P/E (TTM): 51.17X Cap: $5.43B
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• Propel Holdings Inc. (PRL $17.72)
  • $17.72 P/E (TTM): 9.17X Cap: $697M
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Q: Hi there,

Can you give me a 1 (low)-10 (high) ranking on these as to which you BUY/ADD right now for a 3-5 year horizon?

I know you’re not big fans of averaging down but are there any of these that you’d look at if you bought at higher prices?


Thanks.

Upvote 30

Read Answer Asked by Robert on November 10, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
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• Propel Holdings Inc. (PRL $17.72)
  • $17.72 P/E (TTM): 9.17X Cap: $697M
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Q: Good Day .Down currently 20%. Would you consider selling for tax loss and buyback or is there another downer that is On sale for possible better alternative.Already have a disappointment going with PRL Thanks Larry

Upvote 9

Read Answer Asked by Larry on November 07, 2025

• goeasy Ltd. (GSY $35.95)
  • $35.95 P/E (TTM): 2.62X Cap: $577M
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• Propel Holdings Inc. (PRL $17.72)
  • $17.72 P/E (TTM): 9.17X Cap: $697M
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Q: Good morning, would you consider GSY and PRL a buy at this time or within the next week or so?
Given their 12 month out pricing and good reporting results the selling seems way over done here.
Thx,
Kevin

Upvote 11

Read Answer Asked by Kevin on November 06, 2025

• goeasy Ltd. (GSY $35.95)
  • $35.95 P/E (TTM): 2.62X Cap: $577M
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• Propel Holdings Inc. (PRL $17.72)
  • $17.72 P/E (TTM): 9.17X Cap: $697M
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Q: Hi Peter,

Where would you prioritize (weight too) these companies in terms of your portfolio holdings in the financial sector? Do the banks and Insurance companies provide better growth within the TFSA? Or for that matter, do they deserve to be in a TFSA portfolio?
If so, between the two which is the preferred one?
Regards
Rajiv

Upvote 6

Read Answer Asked by Rajiv on November 06, 2025

• Soleno Therapeutics Inc. (SLNO $33.22)
  • $33.22 P/E (TTM): 85.18X Cap: $1.69B
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• Propel Holdings Inc. (PRL $17.72)
  • $17.72 P/E (TTM): 9.17X Cap: $697M
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Q: Both down a lot would you buy or sell

Upvote 3

Read Answer Asked by hal on November 06, 2025

• Manulife Financial Corporation (MFC $46.45)
  • $46.45 P/E (TTM): 15.28X Cap: $77.88B
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• Canadian Imperial Bank Of Commerce (CM $129.48)
  • $129.48 P/E (TTM): 13.49X Cap: $119.19B
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• Great-West Lifeco Inc. (GWO $62.95)
  • $62.95 P/E (TTM): 14.57X Cap: $57.05B
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• IGM Financial Inc. (IGM $61.86)
  • $61.86 P/E (TTM): 13.33X Cap: $14.54B
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• AltaGas Ltd. (ALA $47.91)
  • $47.91 P/E (TTM): 19.01X Cap: $14.91B
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• Canadian Utilities Limited Class A Non-Voting Shares (CU $47.24)
  • $47.24 P/E (TTM): 124.32X Cap: $12.85B
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• Keyera Corp. (KEY $53.75)
  • $53.75 P/E (TTM): 28.74X Cap: $12.32B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $65.21)
  • $65.21 P/E (TTM): 49.03X Cap: $7.32B
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• Northland Power Inc. (NPI $21.57)
  • $21.57 Cap: $5.64B
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• Gibson Energy Inc. (GEI $29.90)
  • $29.90 P/E (TTM): 23.18X Cap: $5.14B
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• Russel Metals Inc. (RUS $46.21)
  • $46.21 P/E (TTM): 15.4X Cap: $2.59B
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• Morguard North American Residential Real Estate Investment Trust (MRG.UN $16.41)
  • $16.41 Cap: $855M
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• Nexus Industrial REIT (NXR.UN $7.46)
  • $7.46 P/E (TTM): 6.38X Cap: $724M
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• First Capital Real Estate Investment Trust (FCR.UN $20.42)
  • $20.42 Cap: $4.34B
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• Doman Building Materials Group Ltd. (DBM $9.47)
  • $9.47 P/E (TTM): 10.64X Cap: $831M
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• Propel Holdings Inc. (PRL $17.72)
  • $17.72 P/E (TTM): 9.17X Cap: $697M
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Q: For a dividend account, in what order would you acquire and at what price. Thanks

Upvote 8

Read Answer Asked by David on November 06, 2025

• Propel Holdings Inc. (PRL $17.72)
  • $17.72 P/E (TTM): 9.17X Cap: $697M
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Q: While I agree that the conference call explained the more conservative approach for the time being, I believe it also noted that (several) news are imminent regarding new products and geographic areas, which will hopefully re-accelerate growth. Do you hear the same??

Upvote 14

Read Answer Asked by arnold on November 05, 2025

• Propel Holdings Inc. (PRL $17.72)
  • $17.72 P/E (TTM): 9.17X Cap: $697M
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Q: Thoughts on the quarter please. After the conference call....thanks....Steve

Upvote 6

Read Answer Asked by Stephen on November 05, 2025

• Dollarama Inc. (DOL $180.64)
  • $180.64 P/E (TTM): 38.35X Cap: $49.45B
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• Celestica Inc. (CLS $369.27)
  • $369.27 P/E (TTM): 37.86X Cap: $42.45B
  • View CLS Profile
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• Thomson Reuters Corporation (TRI $128.04)
  • $128.04 P/E (TTM): 28.27X Cap: $56.83B
  • View TRI Profile
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• TerraVest Industries Inc. (TVK $136.78)
  • $136.78 Cap: $2.96B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $197.67)
  • $197.67 P/E (TTM): 29.24X Cap: $2.35B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $105.77)
  • $105.77 Cap: $12.20B
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• Propel Holdings Inc. (PRL $17.72)
  • $17.72 P/E (TTM): 9.17X Cap: $697M
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Q: I have the following small/mid caps in my portfolio. Can you rate them in term of potential growth in the next 3 years, starting with most preferred to least preferred?
High volatility is acceptable and I am not concerned about sector exposure.
Thank you very much.

ATZ
CLS
DOL
HPS.A
PRL
TRI
TVK

Upvote 13

Read Answer Asked by Anh on November 05, 2025

• Propel Holdings Inc. (PRL $17.72)
  • $17.72 P/E (TTM): 9.17X Cap: $697M
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Q: Why would PRL increase their dividend if they knew they would not meet their profit estimate ?

Upvote 6

Read Answer Asked by Allen on November 05, 2025

• Propel Holdings Inc. (PRL $17.72)
  • $17.72 P/E (TTM): 9.17X Cap: $697M
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Q: Would you consider doubling down on this one nearing 52 week low? In a TFSA so no tax loss advantage. Or lick my wounds sell and move on?Thanks Larry

Upvote 10

Read Answer Asked by Larry on November 05, 2025

• Propel Holdings Inc. (PRL $17.72)
  • $17.72 P/E (TTM): 9.17X Cap: $697M
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Q: Could you comment on PRL's earnings? Thanks

Upvote 18

Read Answer Asked by Jeff on November 04, 2025

• Adobe Inc. (ADBE $248.15)
  • $248.15 P/E (TTM): 14.86X Cap: $101.86B
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• Keyera Corp. (KEY $53.75)
  • $53.75 P/E (TTM): 28.74X Cap: $12.32B
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• Novo Nordisk A/S (NVO $36.53)
  • $36.53 P/E (TTM): 10.27X Cap: $363.68B
  • View NVO Profile
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• Orogen Royalties Inc. (OGN $2.78)
  • $2.78 P/E (TTM): 92.67X Cap: $165M
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• Propel Holdings Inc. (PRL $17.72)
  • $17.72 P/E (TTM): 9.17X Cap: $697M
  • View PRL Profile
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Q: I'm falling behind on these stocks. Please tell me , sell , hold or possibly buy more ? Thanks.

Upvote 8

Read Answer Asked by Frank on November 03, 2025

• K-Bro Linen Inc. (KBL $34.75)
  • $34.75 P/E (TTM): 21.06X Cap: $451M
  • View KBL Profile
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• Propel Holdings Inc. (PRL $17.72)
  • $17.72 P/E (TTM): 9.17X Cap: $697M
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Q: Questions on KBL:

Can you please comment on:

- Balance sheet quality

- Management

- Current valuation relative to its history

Considering its 12-year dividend-raising drought, is there a history of companies going long periods without raising before resuming once again. Wondering if there is any hope.

A somewhat related question.......
KBL is rated B+ in your reports. Does your rating system take into account any risk profile? For instance, I believe PRL is also rated B+. So from an overall risk standpoint, would you see these two companies at roughly a similar level of risk?

Upvote 3

Read Answer Asked by James on October 28, 2025

• Dollarama Inc. (DOL $180.64)
  • $180.64 P/E (TTM): 38.35X Cap: $49.45B
  • View DOL Profile
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• Thomson Reuters Corporation (TRI $128.04)
  • $128.04 P/E (TTM): 28.27X Cap: $56.83B
  • View TRI Profile
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• goeasy Ltd. (GSY $35.95)
  • $35.95 P/E (TTM): 2.62X Cap: $577M
  • View GSY Profile
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  • View Reports on GSY
• 5N Plus Inc. (VNP $29.23)
  • $29.23 P/E (TTM): 38.37X Cap: $2.60B
  • View VNP Profile
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• kneat.com inc. (KSI $3.45)
  • $3.45 Cap: $330M
  • View KSI Profile
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• Vitalhub Corp. (VHI $6.78)
  • $6.78 P/E (TTM): 132.94X Cap: $428M
  • View VHI Profile
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  • View Reports on VHI
• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
  • View GLXY Profile
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• Propel Holdings Inc. (PRL $17.72)
  • $17.72 P/E (TTM): 9.17X Cap: $697M
  • View PRL Profile
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• D2L Inc. Subordinate Voting Shares (DTOL $7.99)
  • $7.99 P/E (TTM): 10.68X Cap: $436M
  • View DTOL Profile
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Q: Based on what happened to companies in the recent pullback are there any of your favourite Canadian growth stocks that provide better investment opportunities today than they did last week? If so, please list them in the order that you would purchase them today.

Upvote 23

Read Answer Asked by Les on October 27, 2025

• Propel Holdings Inc. (PRL $17.72)
  • $17.72 P/E (TTM): 9.17X Cap: $697M
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Q: hi,
do you still think PRL is a BUY for a full position now? And what are you looking for in the upcoming earnings report and forward guidance? cheers, Chris

Upvote 7

Read Answer Asked by chris on October 23, 2025