Investment Q&A

• Enbridge Inc. (ENB $65.57)
  • $65.57 P/E (TTM): 25.03X Cap: $144.07B
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• TC Energy Corporation cumulative redeemable first preferred shares series 1 (TRP.PR.A $21.15)
  • $21.15 P/E (TTM): 23.26X Cap: $80.27B
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Q: Which company-Enb or Trp would benefit most from Data A-I centres?

Upvote 4

Read Answer Asked by Terry on August 12, 2025

• Microsoft CDR (CAD Hedged) (MSFT $33.54)
  • $33.54 P/E (TTM): 33.07X Cap: $4.75T
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Q: Hello
I have a small position
MSFT cannot stop moving higher which is good

wants to add to the position, let me know what is a good entry point?
has been waiting for a pull back in Aug/Sept
thanks
Michael

Upvote 2

Read Answer Asked by Michael on August 12, 2025

• Thomson Reuters Corporation (TRI $168.83)
  • $168.83 P/E (TTM): 31.05X Cap: $75.22B
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Q: Tri is now down 20% from its 12 month high. Is it still worth holding it?

Upvote 7

Read Answer Asked by Terry on August 12, 2025

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $75.94)
  • $75.94 P/E (TTM): 28.35X Cap: $35.63B
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Q: Copper is a logical play these days but Teck is lagging, I know they have some issues but do you think this is a good entry point? Thx.

Upvote 3

Read Answer Asked by John L on August 12, 2025

• BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ $31.56)
  • $31.56 P/E (TTM): 20.46X Cap: $358M
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• iShares Core MSCI EAFE IMI Index ETF (XEF $48.54)
  • $48.54 P/E (TTM): 28.71X Cap: $17.76B
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Q: Have both in my rrif and looking to add to one. Which would you recommend? Thanx.

Upvote 3

Read Answer Asked by Steve on August 12, 2025

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $174.25)
  • $174.25 P/E (TTM): 16.65X Cap: $11.60B
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Q: Hello
Ctc.a is down about $26 dollars in the last month or so. Is a price under $160 a good entry point ?
Will appreciate your comments on this stock going forward. Buy, sell or hold ?

Upvote 5

Read Answer Asked by Terry on August 12, 2025

• Intuitive Surgical Inc. (ISRG $530.29)
  • $530.29 P/E (TTM): 69.46X Cap: $185.75B
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Q: Isrg is the only health company we hold.
It is down 23% from its high and still trades at a very high p/e.
Your opinion please.

Upvote 7

Read Answer Asked by Terry on August 12, 2025

• Brookfield Infrastructure Partners L.P. (BIP.UN $48.11)
  • $48.11 P/E (TTM): 52.91X Cap: $22.30B
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Q: BIP has been slumping of late and the RSI is below 30. The pundits say buy hard assets and infra structure should fit the bill. What am I missing? Looks like a good entry point here. Please comment. Thx.

Upvote 7

Read Answer Asked by John L on August 12, 2025

• AbbVie Inc. (ABBV $219.91)
  • $219.91 P/E (TTM): 166.5X Cap: $387.51B
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• Harvest Healthcare Leaders Income ETF (HHL $7.80)
  • $7.80 P/E (TTM): 23.05X Cap: $1.63B
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Q: I have been buying HHL ETF over the last number of months, but it continues to struggle. Would say this is just sector weakness and if so how do you see the sector - will it eventually recover? My only other Healthcare stock is is ABBV so I am not overly exposed but this ETF is close to a full position, for income. Are there any issues with the ETF, and are you cautious? Thanks so much.

Upvote 2

Read Answer Asked by Pat on August 12, 2025

• Pinterest Inc. Class A (PINS $25.91)
  • $25.91 P/E (TTM): 8.88X Cap: $17.50B
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Q: Hi 5i

Thoughts on the quarter please.

Upvote 1

Read Answer Asked by mike on August 12, 2025

• Genius Sports Limited (GENI $9.47)
  • $9.47 Cap: $2.31B
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• BlackSky Technology Inc. Class A (BKSY $24.40)
  • $24.40 Cap: $1.12B
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• Rubrik Inc. Class A (RBRK $68.46)
  • $68.46 P/E (TTM): 14.97X Cap: $13.14B
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• Rocket Lab Corporation (RKLB $83.05)
  • $83.05 Cap: $47.48B
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Q: In what order would you be inclined to purchase a partial amount of these?
While I understand that all are high risk, are there any you would caution about?
Thanks.

Upvote 3

Read Answer Asked by Catherine on August 12, 2025

• Knight Therapeutics Inc. (GUD $5.87)
  • $5.87 Cap: $590M
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Q: Hi Peter

Can you provide me your current thoughts on GUD and its reported financials. Also do you think it is in an inflection point and would you buy at current levels.

Upvote 3

Read Answer Asked by Frank on August 12, 2025

• Linamar Corporation (LNR $87.05)
  • $87.05 P/E (TTM): 21.77X Cap: $5.22B
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• Magna International Inc. (MG $72.44)
  • $72.44 P/E (TTM): 14.46X Cap: $20.54B
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Q: I have held MG in a non reg account and watched it drop and drop. I recently did a tax loss sale and exchanged for LNR, which has somehow rebounded almost 50% in a few months. However…the Canadian car parts sector is as volatile as ever. Is it worth exiting the sector? Any crystal ball suggestions at this time as to what I should do? I am inclined to exit the sector for brighter skies in a less volatile sector.
Even if they keep some business with margins, ie US factories, there is so much risk of sunk costs in process.

Upvote 3

Read Answer Asked by Peter on August 12, 2025

• Stryker Corporation (SYK $356.82)
  • $356.82 P/E (TTM): 47.13X Cap: $135.77B
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Q: Would you purchase this stock at it's current price for a five year hold?

Upvote 4

Read Answer Asked by Brian on August 12, 2025

• Thomson Reuters Corporation (TRI $168.83)
  • $168.83 P/E (TTM): 31.05X Cap: $75.22B
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Q: Good Morning
I currently have a 75% position inTRI at an average cost 266$
would you now add the remaining 25% or would you have a price suggestion to add?
Thks
Marcel

Upvote 4

Read Answer Asked by Marcel on August 12, 2025

• Dollarama Inc. (DOL $190.26)
  • $190.26 P/E (TTM): 40.97X Cap: $52.62B
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• WSP Global Inc. (WSP $266.11)
  • $266.11 P/E (TTM): 40.41X Cap: $35.25B
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• Celestica Inc. (CLS $423.00)
  • $423.00 P/E (TTM): 47.71X Cap: $47.80B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $187.32)
  • $187.32 P/E (TTM): 101.74X Cap: $245.99B
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• goeasy Ltd. (GSY $126.99)
  • $126.99 P/E (TTM): 9.43X Cap: $2.07B
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• 5N Plus Inc. (VNP $18.76)
  • $18.76 P/E (TTM): 27.9X Cap: $1.72B
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• Galaxy Digital Inc. Class A common stock (GLXY $42.76)
  • $42.76 Cap: $17.08B
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• MDA Space Ltd. (MDA $36.46)
  • $36.46 P/E (TTM): 43.01X Cap: $4.63B
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• Propel Holdings Inc. (PRL $23.58)
  • $23.58 P/E (TTM): 11.13X Cap: $943M
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Q: Hi, all of these stocks look quite over-valued. Please rank them in order of which ones you might start nibbling on, along with general entry prices. I know you don't like to time the market, but there may very well be dips coming up! Thank you.

Upvote 25

Read Answer Asked by GeeMac on August 12, 2025

• goeasy Ltd. (GSY $126.99)
  • $126.99 P/E (TTM): 9.43X Cap: $2.07B
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• Propel Holdings Inc. (PRL $23.58)
  • $23.58 P/E (TTM): 11.13X Cap: $943M
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Q: Hi, both of these have done well and I need to trim a bit. Which would you trim first, and why? Thank you.

Upvote 8

Read Answer Asked by GeeMac on August 12, 2025

• ATS Corporation (ATS $39.86)
  • $39.86 Cap: $3.98B
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Q: Gentlemen;

Thoughts on the quarter? Does it stay in the penalty box?

Upvote 5

Read Answer Asked by Ronald on August 11, 2025

• IDEXX Laboratories Inc. (IDXX $701.19)
  • $701.19 P/E (TTM): 54.8X Cap: $55.40B
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Q: I bought half a position in IDEXX about a month ago, they recently had about a 25% pop after their results. Would you be comfortable for me adding to my position here?

Upvote 1

Read Answer Asked by Andrew on August 11, 2025

• Primo Brands Corporation Class A (PRMB $19.41)
  • $19.41 Cap: $7.04B
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Q: Awwking Your views on this today. Buy the dip?

Upvote 3

Read Answer Asked by William Ross on August 11, 2025