• Costco Wholesale Corporation (COST $1,048.95)
  • $1,048.95 P/E (TTM): 72.36X Cap: $465.36B
  • View COST Profile
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• Walmart Inc. (WMT $131.45)
  • $131.45 Cap: $1.04T
  • View WMT Profile
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,170.90)
  • $2,170.90 P/E (TTM): 7.72X Cap: $46.68B
  • View FFH Profile
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• Constellation Software Inc. (CSU $2,612.34)
  • $2,612.34 P/E (TTM): 76.49X Cap: $55.35B
  • View CSU Profile
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  • View Reports on CSU
• ARC Resources Ltd. (ARX $31.09)
  • $31.09 P/E (TTM): 14.1X Cap: $17.60B
  • View ARX Profile
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• Celestica Inc. (CLS $494.83)
  • $494.83 P/E (TTM): 53.42X Cap: $60.24B
  • View CLS Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $137.94)
  • $137.94 P/E (TTM): 96.77X Cap: $178.74B
  • View SHOP Profile
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  • View Reports on SHOP
• goeasy Ltd. (GSY $29.99)
  • $29.99 P/E (TTM): 2.07X Cap: $497M
  • View GSY Profile
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  • View Reports on GSY
• INVESCO QQQ Trust (QQQ $708.93)
  • $708.93 P/E (TTM): 33.49X Cap: $463B
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $34.37)
  • $34.37 Cap: $23.17B
  • View BEP Profile
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• Boyd Gaming Corporation (BYD $79.09)
  • $79.09 P/E (TTM): 3.51X Cap: $5.87B
  • View BYD Profile
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• VanEck Junior Gold Miners ETF (GDXJ $116.37)
  • $116.37 P/E (TTM): 26.83X Cap: $8.55B
  • View GDXJ Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.68)
  • $62.68 P/E (TTM): 88.39X Cap: $153.61B
  • View BN Profile
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $65.98)
  • $65.98 P/E (TTM): 33.07X Cap: $108.08B
  • View BAM Profile
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• Nvidia CDR (CAD Hedged) (NVDA $50.81)
  • $50.81 P/E (TTM): 48.11X Cap: $7.86T
  • View NVDA Profile
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• Microsoft CDR (CAD Hedged) (MSFT $29.69)
  • $29.69 P/E (TTM): 30.02X Cap: $4.17T
  • View MSFT Profile
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• Alphabet CDR (CAD Hedged) (GOOG $62.96)
  • $62.96 P/E (TTM): 49.4X Cap: $6.66T
  • View GOOG Profile
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• Eli Lilly CDR (CAD Hedged) (LLY $36.23)
  • $36.23 P/E (TTM): 43.86X Cap: $1.29T
  • View LLY Profile
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• Micron CDR (CAD Hedged) (MU $32.08)
  • $32.08 P/E (TTM): 102.24X Cap: $1.12T
  • View MU Profile
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• GE Aerospace CDR (CAD Hedged) (GE $36.81)
  • $36.81 P/E (TTM): 35.82X Cap: $414.14B
  • View GE Profile
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• GE Vernova CDR (CAD Hedged) (GEV $70.90)
  • $70.90 P/E (TTM): 61.65X Cap: $386.95B
  • View GEV Profile
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Q: Hi Group in what order (best first) would you add top 5 out of this group also what stocks would fit well into TSFA (have $28,000 room . Also time to bail out on CSU and GSY down 25,000 on GSY and $30,000 on CSU thanks for you help

Upvote 15

Read Answer Asked by Terence on May 15, 2026

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $65.98)
  • $65.98 P/E (TTM): 33.07X Cap: $108.08B
  • View BAM Profile
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Q: Bam reported today. Your thoughts/impressions on the quarter and future.
Thanks
Robert

Upvote 3

Read Answer Asked by Robert on May 12, 2026

• Ares Capital Corporation (ARCC $18.90)
  • $18.90 P/E (TTM): 10.18X Cap: $13.57B
  • View ARCC Profile
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• Blackstone Secured Lending Fund of Beneficial Interest (BXSL $24.02)
  • $24.02 Cap: $4.63B
  • View BXSL Profile
  • View Questions on BXSL
• Brookfield Corporation Class A Limited Voting Shares (BN $62.68)
  • $62.68 P/E (TTM): 88.39X Cap: $153.61B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $65.98)
  • $65.98 P/E (TTM): 33.07X Cap: $108.08B
  • View BAM Profile
  • View Questions on BAM
• Blue Owl Capital Corporation (OBDC $11.21)
  • $11.21 P/E (TTM): 16.09X Cap: $5.56B
  • View OBDC Profile
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• Blue Owl Capital Inc. Class A (OWL $9.46)
  • $9.46 P/E (TTM): 89.18X Cap: $15.29B
  • View OWL Profile
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Q: What is your opinion of the potential for a turnaround for various of these Private Credit firms? I have already put a small percentage of my portfolio in ARCC but:
a) is this firm the solid alternative it seems or
b) would I be better off with a position in BXSL,
c) the others, or
d) None at all?
Thanks
Best regards,

David

Upvote 3

Read Answer Asked by David on May 04, 2026