Investment Q&A

• Costco Wholesale Corporation (COST $994.68)
  • $994.68 P/E (TTM): 70.38X Cap: $450.93B
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• Clorox Company (The) (CLX $88.79)
  • $88.79 P/E (TTM): 14.13X Cap: $10.41B
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• Altria Group Inc. (MO $70.81)
  • $70.81 P/E (TTM): 17.82X Cap: $121.55B
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• Procter & Gamble Company (The) (PG $146.94)
  • $146.94 P/E (TTM): 21.25X Cap: $337.41B
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• Williams Companies Inc. (The) (WMB $74.15)
  • $74.15 P/E (TTM): 35.24X Cap: $93.09B
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• Walmart Inc. (WMT $129.82)
  • $129.82 Cap: $1.04T
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Q: Can you give the names of 10 quality stocks in defensive sectors please.
Thanks.

Upvote 16

Read Answer Asked by Rob on November 06, 2025

• Kinaxis Inc. (KXS $139.59)
  • $139.59 P/E (TTM): 42.67X Cap: $3.94B
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Q: Which stock would you replace KXS for in the same sector? CND or USD. I already have SHOP, LMN, DSG, NVDA?

Thankyou for your service!

Upvote 4

Read Answer Asked by Ozzie on November 06, 2025

• goeasy Ltd. (GSY $31.87)
  • $31.87 P/E (TTM): 2.33X Cap: $525M
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Q: After latest earnings, would GSY still make your list of top Canadian growth stocks? Thanks.

Upvote 10

Read Answer Asked by Martin on November 06, 2025

• Kraken Robotics Inc. (PNG $7.25)
  • $7.25 Cap: $2.17B
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Q: PNG has been weak the past number of days. Do you feel its profit taking or is there any news? Do you still rate it as a top growth pick?

Upvote 11

Read Answer Asked on November 06, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $62.90)
  • $62.90 P/E (TTM): 81.94X Cap: $139.75B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $66.62)
  • $66.62 P/E (TTM): 31.23X Cap: $108.16B
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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 $31.87)
  • $31.87 P/E (TTM): 2.33X Cap: $525M
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• Propel Holdings Inc. (PRL $24.16)
  • $24.16 P/E (TTM): 11.14X Cap: $973M
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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

• Bank of Nova Scotia (The) (BNS $106.84)
  • $106.84 P/E (TTM): 20.29X Cap: $128.62B
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• Enbridge Inc. (ENB $73.77)
  • $73.77 P/E (TTM): 22.71X Cap: $163.39B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $13.71)
  • $13.71 P/E (TTM): 37.11X Cap: $3.91B
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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 $100.31)
  • $100.31 P/E (TTM): 15.96X Cap: $55.20B
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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 $554.89)
  • $554.89 P/E (TTM): 57.76X Cap: $65.45B
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• Vertiv Holdings LLC Class A (VRT $355.37)
  • $355.37 P/E (TTM): 97.06X Cap: $130.98B
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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 $247.11)
  • $247.11 P/E (TTM): 16.26X Cap: $339.60B
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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 $105.60)
  • $105.60 Cap: $18.65B
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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 $251.55)
  • $251.55 P/E (TTM): 14.8X Cap: $103.32B
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• Procter & Gamble Company (The) (PG $146.94)
  • $146.94 P/E (TTM): 21.25X Cap: $337.41B
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• Philip Morris International Inc (PM $170.24)
  • $170.24 P/E (TTM): 23.3X Cap: $264.11B
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• Canadian National Railway Company (CNR $152.40)
  • $152.40 P/E (TTM): 19.65X Cap: $90.91B
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• Methanex Corporation (MX $85.47)
  • $85.47 P/E (TTM): 56.01X Cap: $6.92B
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• TMX Group Limited (X $54.66)
  • $54.66 P/E (TTM): 37.57X Cap: $15.50B
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• Thomson Reuters Corp (TRI $90.00)
  • $90.00 P/E (TTM): 28.32X Cap: $41.44B
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• Boyd Group Services Inc. (BYD $164.73)
  • $164.73 P/E (TTM): 145.26X Cap: $4.58B
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• MDA Space Ltd. (MDA $43.60)
  • $43.60 P/E (TTM): 50.11X Cap: $5.77B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $66.62)
  • $66.62 P/E (TTM): 31.23X Cap: $108.16B
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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 $52.93)
  • $52.93 P/E (TTM): 135.64X Cap: $2.72B
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• Propel Holdings Inc. (PRL $24.16)
  • $24.16 P/E (TTM): 11.14X Cap: $973M
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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

• Keyera Corp. (KEY $49.03)
  • $49.03 P/E (TTM): 28.18X Cap: $11.26B
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• Gibson Energy Inc. (GEI $27.66)
  • $27.66 P/E (TTM): 23.4X Cap: $4.65B
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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 $82.46)
  • $82.46 P/E (TTM): 14.51X Cap: $1.15B
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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 $374.27)
  • $374.27 P/E (TTM): 260.76X Cap: $30.66B
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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 $139.59)
  • $139.59 P/E (TTM): 42.67X Cap: $3.94B
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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 $18.49)
  • $18.49 Cap: $551M
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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 $48.45)
  • $48.45 P/E (TTM): 1.18X Cap: $9.89B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $49.60)
  • $49.60 P/E (TTM): 6.04X Cap: $4.04B
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• Vanguard Total International Stock (VXUS $85.41)
  • $85.41 P/E (TTM): 10.89X Cap: $147.14B
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• Invesco S&P International Developed Momentum ETF (IDMO $60.83)
  • $60.83 P/E (TTM): 29.25X Cap: $3.54B
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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