Investment Q&A

• BMO S&P 500 Index ETF (ZSP $105.61)
  • $105.61 P/E (TTM): 25.8X Cap: $21.90B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $54.35)
  • $54.35 P/E (TTM): 18.19X Cap: $28.26B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $47.11)
  • $47.11 P/E (TTM): 1.18X Cap: $9.76B
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• State Street SPDR S&P 500 ETF Trust (SPY $701.66)
  • $701.66 P/E (TTM): 26.17X Cap: $710.11B
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• INVESCO QQQ Trust (QQQ $640.47)
  • $640.47 P/E (TTM): 33.2X Cap: $413.87B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $116.57)
  • $116.57 P/E (TTM): 32.57X Cap: $1.84B
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Q: If a new Canadian investor wanted to get into the North American market and use low cost index investing to achieve both diversification and simplicity what would you consider for such a portfolio. And if international exposure was desired what could be considered as additions for that.

Upvote 11

Read Answer Asked by dave on October 23, 2025

• EQB Inc. (EQB $118.55)
  • $118.55 P/E (TTM): 19.67X Cap: $4.29B
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Q: Please comment on their announcement and the potential effects on the stock price

Upvote 8

Read Answer Asked by Edgar on October 23, 2025

• QuantumScape Corporation (QS $7.04)
  • $7.04 Cap: $4.39B
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Q: Good day,
By the time you answer my question, the earnings for QS should be available,
Kindly comment on what you see. Positives and negatives,

Thank you,

Upvote 2

Read Answer Asked by Nick on October 23, 2025

• FirstService Corporation (FSV $204.51)
  • $204.51 P/E (TTM): 46.84X Cap: $9.41B
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Q: Your analysis and opinion on earnings please.

Upvote 6

Read Answer Asked by Greg on October 23, 2025

• United Rentals Inc. (URI $777.49)
  • $777.49 P/E (TTM): 19.82X Cap: $48.12B
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Q: Can you please comment on URI’s earnings ? Any optimism or concerns ?

Thank you

Upvote 1

Read Answer Asked by Nick on October 23, 2025

• Whitecap Resources Inc. (WCP $14.53)
  • $14.53 P/E (TTM): 14.2X Cap: $17.63B
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Q: Thoughts on their latest quarter.

Upvote 6

Read Answer Asked by don on October 23, 2025

• Ucore Rare Metals Inc. (UCU $6.00)
  • $6.00 Cap: $669M
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• Neo Performance Materials Inc. (NEO $23.21)
  • $23.21 Cap: $958M
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Q: If looking to invest in rare earth companies does either of the above (or any other) look more attractive?

Upvote 2

Read Answer Asked by Theodore on October 23, 2025

• Constellation Software Inc. (CSU $2,631.49)
  • $2,631.49 P/E (TTM): 78.54X Cap: $55.76B
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• SavvyLong (2X) Constellation Software ETF (CSUU $8.52)
  • $8.52 P/E (TTM): 153.02X Cap: $1M
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Q: I see Longpoint has started a 2X leveraged EFT specific to CSU. Can you explain how this ETF works, and where it might be appropriate in ones portfolio.
Also being a new Etf will significant conributiona / withdrawals have any effect on the price of CSU regular shares.
Thanks John

Upvote 6

Read Answer Asked by John on October 23, 2025

• Rockpoint Gas Storage Inc. (RGSI $27.46)
  • $27.46 Cap: $3.64B
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Q: Is Rockpoint planning on paying a dividend?
If so, any idea how much it might be and when it will likely be announced?

Thanks, Rick

Upvote 3

Read Answer Asked by Richard on October 23, 2025

Q: Hi,

You have probably answered this before so apologies if you have.

In general, can you please briefly compare and contrast the following fixed income alternatives?

GICs
Directly held bonds (corporate or government)
Bond ETFs
Bond mutual funds

Thank you so much. Michael

Upvote 7

Read Answer Asked by Michael on October 23, 2025

• Driven Brands Holdings Inc. (DRVN $12.70)
  • $12.70 Cap: $2.03B
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Q: Peter; DRVN just raised substantial money with debt. Does this make it better , or worse , for common shareholders. I’m thinking of selling it and switch to a totally different sector by buying VNP. Thoughts ? Thanks.
Rod

Upvote 3

Read Answer Asked by Rodney on October 23, 2025

• BetaPro S&P/TSX 60 Daily Inverse ETF (CNDI $18.31)
  • $18.31 P/E (TTM): 21.29X Cap: $20M
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Q: I'm anticipating a short term market correction. What Canadian listed ETF would you recommend to for an inverse or short position on the TSX as a hedge again a market downturn.

Upvote 2

Read Answer Asked by David on October 23, 2025

• WSP Global Inc. (WSP $226.62)
  • $226.62 P/E (TTM): 30.64X Cap: $30.54B
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• Stantec Inc. (STN $122.42)
  • $122.42 P/E (TTM): 29.71X Cap: $14.26B
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• Calian Group Ltd. (CGY $73.15)
  • $73.15 Cap: $844M
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• KBR Inc. (KBR $36.69)
  • $36.69 P/E (TTM): 11.36X Cap: $4.63B
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• Parsons Corporation (PSN $56.02)
  • $56.02 P/E (TTM): 25.75X Cap: $6.05B
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Q: Of the above, what company or two do you see as having the best outlook and prospects for share appreciation ?

Upvote 4

Read Answer Asked by Kel on October 23, 2025

• BMO Equal Weight Utilities Index ETF (ZUT $29.16)
  • $29.16 P/E (TTM): 20.46X Cap: $890M
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• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $62.36)
  • $62.36 P/E (TTM): 16.5X Cap: $377M
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• State Street Consumer Staples Select Sector SPDR ETF (XLP $81.43)
  • $81.43 P/E (TTM): 24.94X Cap: $14.19B
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Q: I am under weight in utilities and consumer defensive could you please provide your top picks for each category including stocks and ETFs

Upvote 4

Read Answer Asked by Roy on October 23, 2025

• Hudbay Minerals Inc. (HBM $34.17)
  • $34.17 P/E (TTM): 17.65X Cap: $13.56B
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• Capstone Copper Corp. (CS $12.69)
  • $12.69 P/E (TTM): 22.65X Cap: $9.81B
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Q: hello
I only have a small position in TECK
looking to add to copper in my portfolio

HBM and CS has both pulled back due to metal weakness, gold etc
please give me an entry point for HBM /CS
and if you have a preference
many thanks
Michael

Upvote 7

Read Answer Asked by Michael on October 23, 2025

• CAE Inc. (CAE $37.10)
  • $37.10 P/E (TTM): 32.83X Cap: $11.93B
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• Kraken Robotics Inc. (PNG $8.68)
  • $8.68 P/E (TTM): 140.83X Cap: $2.59B
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• Volatus Aerospace Inc. (FLT $0.73)
  • $0.73 Cap: $470M
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• Draganfly Inc. - Common Shares (DPRO $8.33)
  • $8.33 Cap: $280M
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Q: With the increased interest in defence spending what are the Canadian companies most likely to benefit from this? Are there any listed companies that are manufacturing drones? Are any of these good buys at the moment?

Upvote 6

Read Answer Asked by Anthony on October 23, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $103.24)
  • $103.24 P/E (TTM): 13.66X Cap: $21.88B
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• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: Hello,
We currently own Parkland and are wondering if we should be selling prior to the Sunoco takeover? And CGI has been losing ground of late, is it time to move on to a better performer in this space? Any suggestions?
Always appreciate your recommendations and great research.
Thank you... Tom

Upvote 4

Read Answer Asked by Tom on October 23, 2025

• Propel Holdings Inc. (PRL $21.72)
  • $21.72 P/E (TTM): 11.11X Cap: $854M
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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

• Sprott Physical Gold Trust (PHYS $49.75)
  • $49.75 P/E (TTM): 24.9X Cap: $20.12B
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Q: How close does this fund track the price of gold? While writing this gold was down 1.36 % but PHYS was down 3.26 %. Clarifications?

Upvote 4

Read Answer Asked by John on October 23, 2025

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $57.02)
  • $57.02 Cap: $7.77B
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Q: On an up day, virtually every Brookfield stock was in negative territory today. That seems odd. What are your thoughts on this somewhat unlikely event?
Thanks,
Philip

Upvote 4

Read Answer Asked by Philip on October 23, 2025