• Gildan Activewear Inc. (GIL $80.20)
  • $80.20 P/E (TTM): 22.5X Cap: $14.89B
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• Aecon Group Inc. (ARE $42.51)
  • $42.51 P/E (TTM): 412.6X Cap: $2.72B
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• Precision Drilling Corporation (PD $132.09)
  • $132.09 P/E (TTM): 33.28X Cap: $1.67B
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• Sienna Senior Living Inc. (SIA $22.99)
  • $22.99 P/E (TTM): 47.53X Cap: $2.30B
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• Cogeco Inc. Subordinate Voting Shares (CGO $73.34)
  • $73.34 P/E (TTM): 8.32X Cap: $707M
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Q: Hi - Would you please give a one-line bull and bear case for each. Of this list would you initiate new positions in any at their current prices (ignoring other factors like diversification etc etc).

Upvote 3

Read Answer Asked by Doug on February 10, 2026

• Cogeco Inc. Subordinate Voting Shares (CGO $73.34)
  • $73.34 P/E (TTM): 8.32X Cap: $707M
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Q: Would appreciate your review of recent results. Thanks.

Upvote 2

Read Answer Asked by Robert on October 31, 2025

• Lam Research Corporation (LRCX $224.71)
  • $224.71 P/E (TTM): 45.05X Cap: $282.80B
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• Royal Bank of Canada (RY $222.95)
  • $222.95 P/E (TTM): 15.04X Cap: $314.06B
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• Bank of Nova Scotia (The) (BNS $95.85)
  • $95.85 P/E (TTM): 23.53X Cap: $118.55B
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• Suncor Energy Inc. (SU $85.13)
  • $85.13 P/E (TTM): 17.06X Cap: $99.83B
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• Sun Life Financial Inc. (SLF $87.02)
  • $87.02 P/E (TTM): 14.2X Cap: $48.58B
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• Dollarama Inc. (DOL $189.60)
  • $189.60 P/E (TTM): 42.11X Cap: $53.42B
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• Restaurant Brands International Inc. (QSR $101.97)
  • $101.97 P/E (TTM): 31.87X Cap: $46.82B
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• Stella-Jones Inc. (SJ $94.16)
  • $94.16 P/E (TTM): 15.88X Cap: $5.19B
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• TMX Group Limited (X $49.43)
  • $49.43 P/E (TTM): 32.89X Cap: $13.72B
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• Kinaxis Inc. (KXS $136.38)
  • $136.38 P/E (TTM): 40.64X Cap: $3.74B
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• Agnico Eagle Mines Limited (AEM $268.76)
  • $268.76 P/E (TTM): 23.81X Cap: $143.82B
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• Alimentation Couche-Tard Inc. (ATD $78.69)
  • $78.69 P/E (TTM): 22.52X Cap: $76.80B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $170.06)
  • $170.06 P/E (TTM): 136.92X Cap: $228.40B
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• Savaria Corporation (SIS $25.50)
  • $25.50 P/E (TTM): 29.57X Cap: $5.85B
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• BMO S&P 500 Index ETF (ZSP $99.73)
  • $99.73 P/E (TTM): 25.8X Cap: $20.87B
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• Cogeco Inc. Subordinate Voting Shares (CGO $73.34)
  • $73.34 P/E (TTM): 8.32X Cap: $707M
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• Fidelity Canadian Growth Company Fund Series F (FID665 $135.53)
  • $135.53 P/E (TTM): 12.3X
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• Topicus.com Inc. (TOI $97.08)
  • $97.08 P/E (TTM): 310.73X Cap: $12.65B
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• Global X Data Center REITs & Digital Infrastructur (VPN)
  • P/E (TTM): 45.57X Cap: $62M
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $60.30)
  • $60.30 P/E (TTM): 29.3X Cap: $99.76B
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Q: I have some money to deploy in my partner's TFSA and RRSP, and they currently have the following holdings. As we move towards retirement, the objective is to hold more income and defensive stocks. What three might you add today, and what three would sell from this list? Thank you for your insights.

Upvote 13

Read Answer Asked by kevin on October 03, 2025