Investment Q&A

• Brookfield Corporation Class A Limited Voting Shares (BN $62.47)
  • $62.47 P/E (TTM): 81.94X Cap: $139.75B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $66.03)
  • $66.03 P/E (TTM): 31.23X Cap: $108.16B
  • View BAM Profile
  • View Questions on BAM

Q: When is a good time to buy both Bam & BN,and good entry prices? Thx for U ueual great services & views

Upvote 7

Read Answer Asked by Peter on November 06, 2025

• goeasy Ltd. (GSY $31.68)
  • $31.68 P/E (TTM): 2.33X Cap: $525M
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Propel Holdings Inc. (PRL $24.74)
  • $24.74 P/E (TTM): 11.14X Cap: $973M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

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

• Bank of Nova Scotia (The) (BNS $104.36)
  • $104.36 P/E (TTM): 20.29X Cap: $128.62B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Enbridge Inc. (ENB $74.87)
  • $74.87 P/E (TTM): 22.71X Cap: $163.39B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Dream Industrial Real Estate Investment Trust (DIR.UN $13.59)
  • $13.59 P/E (TTM): 37.11X Cap: $3.91B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Looking to add to an RIF account - considering ENB, BNS, DIR.

Your advice?

Upvote 4

Read Answer Asked by Valerie on November 06, 2025

• Sun Life Financial Inc. (SLF $99.65)
  • $99.65 P/E (TTM): 15.96X Cap: $55.20B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF

Q: Hi,

Happy to hear your thoughts on SLF earnings miss. Also - any ideas why the US market is dropping so hard today? Is this just a matter of filling the recent run away gaps with profit taking, or something more worrisome and longer term?
Thanks!
D

Upvote 6

Read Answer Asked by Dawn on November 06, 2025

• Celestica Inc. (CLS $569.28)
  • $569.28 P/E (TTM): 57.76X Cap: $65.45B
  • View CLS Profile
  • View Questions on CLS
• Vertiv Holdings LLC Class A (VRT $341.02)
  • $341.02 P/E (TTM): 97.06X Cap: $130.98B
  • View VRT Profile
  • View Questions on VRT

Q: Hello,
I currently hold VRT and no CLS. Are they different enough to hold both or is one OK? Thanks for your great service!

Upvote 7

Read Answer Asked by jeff on November 06, 2025

• Royal Bank of Canada (RY $243.18)
  • $243.18 P/E (TTM): 16.26X Cap: $339.60B
  • View RY Profile
  • View Questions on RY

Q: What is your outlook for RY in terms of increased stock price for the next 5 years? Thank you!

Upvote 3

Read Answer Asked by Judith on November 06, 2025

• Flutter Entertainment Plc (FLUT $103.33)
  • $103.33 Cap: $18.65B
  • View FLUT Profile
  • View Questions on FLUT

Q: Flutter's price has dropped about $100 US$ since it initiated its 5 billion share buyback program. What do you see the price movement of the stock over the next one to three years? Many thanks.

Upvote 3

Read Answer Asked by Patricia on November 06, 2025

• Adobe Inc. (ADBE $255.62)
  • $255.62 P/E (TTM): 14.8X Cap: $103.32B
  • View ADBE Profile
  • View Questions on ADBE
• Procter & Gamble Company (The) (PG $144.90)
  • $144.90 P/E (TTM): 21.25X Cap: $337.41B
  • View PG Profile
  • View Questions on PG
• Philip Morris International Inc (PM $169.46)
  • $169.46 P/E (TTM): 23.3X Cap: $264.11B
  • View PM Profile
  • View Questions on PM
• Canadian National Railway Company (CNR $149.87)
  • $149.87 P/E (TTM): 19.65X Cap: $90.91B
  • View CNR Profile
  • View Questions on CNR
• Methanex Corporation (MX $89.55)
  • $89.55 P/E (TTM): 56.01X Cap: $6.92B
  • View MX Profile
  • View Questions on MX
• TMX Group Limited (X $55.73)
  • $55.73 P/E (TTM): 37.57X Cap: $15.50B
  • View X Profile
  • View Questions on X
  • View Reports on X
• Thomson Reuters Corp (TRI $95.46)
  • $95.46 P/E (TTM): 28.32X Cap: $41.44B
  • View TRI Profile
  • View Questions on TRI
• Boyd Group Services Inc. (BYD $164.92)
  • $164.92 P/E (TTM): 145.26X Cap: $4.58B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD
• MDA Space Ltd. (MDA $41.62)
  • $41.62 P/E (TTM): 50.11X Cap: $5.77B
  • View MDA Profile
  • View Questions on MDA
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $66.03)
  • $66.03 P/E (TTM): 31.23X Cap: $108.16B
  • View BAM Profile
  • View Questions on BAM

Q: I half positions in the ten stocks listed and I am down 12%+ in all of them. Please rank them in terms of best candidate(s) to increase to a full position now vs waiting. Also advise if the lowest ranked should just be exited altogether

Upvote 7

Read Answer Asked by Chris on November 06, 2025

• Soleno Therapeutics Inc. (SLNO $52.92)
  • $52.92 P/E (TTM): 135.64X Cap: $2.72B
  • View SLNO Profile
  • View Questions on SLNO
• Propel Holdings Inc. (PRL $24.74)
  • $24.74 P/E (TTM): 11.14X Cap: $973M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Both down a lot would you buy or sell

Upvote 3

Read Answer Asked by hal on November 06, 2025

• Keyera Corp. (KEY $49.11)
  • $49.11 P/E (TTM): 28.18X Cap: $11.26B
  • View KEY Profile
  • View Questions on KEY
• Gibson Energy Inc. (GEI $28.41)
  • $28.41 P/E (TTM): 23.4X Cap: $4.65B
  • View GEI Profile
  • View Questions on GEI

Q: Which one would you prefer? Strictly for dividend in RIF. I have TRP and ENB in RIFs as well. Thanx for your advice - Tom

Upvote 1

Read Answer Asked by Tom on November 06, 2025

• Cargojet Inc. Common and Variable Voting Shares (CJT $77.70)
  • $77.70 P/E (TTM): 14.51X Cap: $1.15B
  • View CJT Profile
  • View Questions on CJT

Q: What's your take on cargo jet and do you believe the dividend is sustainable?

Upvote 3

Read Answer Asked by steven on November 06, 2025

• Axon Enterprise Inc. (AXON $380.60)
  • $380.60 P/E (TTM): 260.76X Cap: $30.66B
  • View AXON Profile
  • View Questions on AXON

Q: Recently we trimmed NVDA and bought a small amount of AXON at just under $800. In your opinion is the recent drop in price an opportunity to 'buy the dip' or 'wait for it to settle'?

Upvote 8

Read Answer Asked by J on November 06, 2025

• Kinaxis Inc. (KXS $142.64)
  • $142.64 P/E (TTM): 42.67X Cap: $3.94B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Worth holding? What are your current thoughts? Growth outlook/valuation etc?

Upvote 2

Read Answer Asked by Max on November 06, 2025

• Canada Packers Inc. (CPKR $18.52)
  • $18.52 Cap: $551M
  • View CPKR Profile
  • View Questions on CPKR

Q: They issued their first q results as a public company. The dividend was set at 92 cents (23 cents per q)(5.8% yield) for the year.I believe they beat on EBITDA and earnings. Very little debt. The stock seems undervalued and looks like a nice long-term hold. It is only covered by 2 brokers, but more were on the conference call.
Your thoughts please.

Upvote 6

Read Answer Asked by Murray on November 06, 2025

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $47.19)
  • $47.19 P/E (TTM): 1.18X Cap: $9.89B
  • View VIU Profile
  • View Questions on VIU
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $48.60)
  • $48.60 P/E (TTM): 6.04X Cap: $4.04B
  • View VEE Profile
  • View Questions on VEE
• Vanguard Total International Stock (VXUS $83.41)
  • $83.41 P/E (TTM): 10.89X Cap: $147.14B
  • View VXUS Profile
  • View Questions on VXUS
• Invesco S&P International Developed Momentum ETF (IDMO $59.07)
  • $59.07 P/E (TTM): 29.25X Cap: $3.54B
  • View IDMO Profile
  • View Questions on IDMO

Q: I don’t have any international ETF. Can you please suggest 2 to 3 ETF

If you need to buy one ETF which one would you recommend to buy.

Thanks for your excellent service

Upvote 6

Read Answer Asked by Hector on November 06, 2025

Q: Is MAXQ still the proverbial lottery ticket? Up from 4 cents to 22.5 cents but won’t take much bad news to return to its starting point. Is MDA buying shares and is there a business launching satellites from Cape Breton? Any thoughts you have would be appreciated. Oh I don’t think MAXQ appears to be in your data base
Jim

Upvote 3

Read Answer Asked by James on November 06, 2025

• BMO Equal Weight Banks Index ETF (ZEB $65.51)
  • $65.51 P/E (TTM): 13.17X Cap: $5.05B
  • View ZEB Profile
  • View Questions on ZEB
• Hamilton Enhanced Canadian Bank ETF (HCAL $41.62)
  • $41.62 P/E (TTM): 15.2X Cap: $900M
  • View HCAL Profile
  • View Questions on HCAL

Q: Recently retired and looking for a way to play banks and income. Your thoughts on HCAL and ZEB. Is HCAL worth the extra MER?
Thanks

Upvote 2

Read Answer Asked by Dale on November 06, 2025

• BCE Inc. (BCE $32.83)
  • $32.83 P/E (TTM): 4.8X Cap: $30.61B
  • View BCE Profile
  • View Questions on BCE
• Global X Equal Weight Canadian Telecommunications Index ETF (RING $17.69)
  • $17.69 P/E (TTM): 5.92X Cap: $635M
  • View RING Profile
  • View Questions on RING

Q: Good morning. I would like to harvest some losses on Bce with an eye to an eventual buyback of some or all of the shares. Could I have your opinion on using RING as a proxy.

Upvote 3

Read Answer Asked by Donald on November 06, 2025

• Zoetis Inc. Class A (ZTS $112.54)
  • $112.54 P/E (TTM): 18.72X Cap: $47.33B
  • View ZTS Profile
  • View Questions on ZTS
• Cargojet Inc - Ordinary Shares and Variable Voting Shares (CJT.A $75.62)
  • $75.62 P/E (TTM): 66.6X
  • View CJT.A Profile
  • View Questions on CJT.A

Q: Thoughts on these two dogs. Hold longer or sell. Thanks!

Upvote 1

Read Answer Asked by Neil on November 06, 2025

• Goldman Sachs Group Inc. (The) (GS $918.89)
  • $918.89 P/E (TTM): 17.61X Cap: $271.07B
  • View GS Profile
  • View Questions on GS
• Morgan Stanley (MS $189.25)
  • $189.25 P/E (TTM): 18.41X Cap: $299.27B
  • View MS Profile
  • View Questions on MS

Q: Hi,

I’ve had a nice run with both of these. Thinking of selling one. All things considered regarding their lines of business which has a better growth outlook? Or are they complementary to each others such that owning both is a good thing?

Thank you.

Upvote 2

Read Answer Asked by Robert on November 06, 2025