Investment Q&A

• NRG Energy Inc. (NRG $129.52)
  • $129.52 P/E (TTM): 142.48X Cap: $28.42B
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• Constellation Energy Corporation (CEG $270.25)
  • $270.25 P/E (TTM): 37.15X Cap: $99.26B
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Q: On Feb 13 you ranked CEG above NRG, and on March 20 you ranked NRG above CEG in response to members. I'm looking to start a position in 1 with main goal being growth. Which one would you prefer today and why? Are todays levels attractive?

Upvote 2

Read Answer Asked by Danielle on May 15, 2026

• Gilead Sciences Inc. (GILD $129.72)
  • $129.72 P/E (TTM): 18.13X Cap: $163.96B
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• JPMorgan Chase & Co. (JPM $297.69)
  • $297.69 P/E (TTM): 14.38X Cap: $803.61B
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• McDonald's Corporation (MCD $275.64)
  • $275.64 P/E (TTM): 22.73X Cap: $195.36B
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• Altria Group Inc. (MO $72.84)
  • $72.84 P/E (TTM): 17.36X Cap: $120.91B
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• PepsiCo Inc. (PEP $149.36)
  • $149.36 P/E (TTM): 23.43X Cap: $203.19B
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• Procter & Gamble Company (The) (PG $142.25)
  • $142.25 P/E (TTM): 21.07X Cap: $332.31B
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• Williams Companies Inc. (The) (WMB $78.09)
  • $78.09 P/E (TTM): 33.21X Cap: $95.01B
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• Exxon Mobil Corporation (XOM $156.50)
  • $156.50 P/E (TTM): 22.62X Cap: $628.99B
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Q: Thank you for the depth and detail in response to my question on perhaps shedding my 2 lagards MSFT & HOOD this morning.
My 2nd part re: a dividend payer, I mentioned this was a US unregistered account. You gave me a great list of Cdn blue chips of which I hold them all except CNQ. May I have a couple US names with solid dividend growth.
Thanks in advance.
David

Upvote 3

Read Answer Asked by David on May 15, 2026

• Micron Technology Inc. (MU $739.76)
  • $739.76 P/E (TTM): 37.94X Cap: $875.13B
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• Royal Bank of Canada (RY $252.10)
  • $252.10 P/E (TTM): 16.55X Cap: $352.82B
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• Toronto-Dominion Bank (The) (TD $147.44)
  • $147.44 P/E (TTM): 11.7X Cap: $247.98B
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• Bank of Nova Scotia (The) (BNS $105.48)
  • $105.48 P/E (TTM): 20.39X Cap: $130.86B
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• Enbridge Inc. (ENB $75.98)
  • $75.98 P/E (TTM): 24.75X Cap: $168.31B
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• Canadian Natural Resources Limited (CNQ $65.90)
  • $65.90 P/E (TTM): 12.51X Cap: $136.21B
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• Sun Life Financial Inc. (SLF $98.63)
  • $98.63 P/E (TTM): 15.77X Cap: $54.45B
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Q: Good morning I have 2 laggards in my unregistered US account. Microsoft and Robinhood. I've taken profits in both when at higher valuations. Would you endorse a switch to Micron and provide suggestion for a solid dividend payer as well ?
Thanks in advance.
David

Upvote 11

Read Answer Asked by David on May 13, 2026

• Restaurant Brands International Inc. (QSR $104.75)
  • $104.75 P/E (TTM): 27.11X Cap: $47.80B
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• Premium Brands Holdings Corporation (PBH $86.33)
  • $86.33 P/E (TTM): 58.69X Cap: $4.54B
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• A & W Food Services of Canada Inc. (AW $35.58)
  • $35.58 P/E (TTM): 15.33X Cap: $839M
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Q: Hello 5i,
Since June 2025 AW has not moved. It reached $40 in July of 2025 but has since dropped back to $36. Do you see it as going anywhere, should I hang on as a value investor or move the funds into PBH, or even add to my 3 lowest to shore them up even though they are doing well.
Thank you for your great service

Upvote 5

Read Answer Asked by STANLEY on May 13, 2026

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $66.46)
  • $66.46 P/E (TTM): 31.95X Cap: $111.15B
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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

• Canadian Utilities Limited Class A Non-Voting Shares (CU $48.22)
  • $48.22 P/E (TTM): 127.58X Cap: $13.28B
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Q: Your comments on earnings please

Upvote 2

Read Answer Asked by Margot on May 12, 2026

• TELUS Corporation (T $16.97)
  • $16.97 P/E (TTM): 23.54X Cap: $26.54B
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• BCE Inc. (BCE $23.93)
  • $23.93 P/E (TTM): 4.92X Cap: $22.59B
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Q: I have owned both these stocks for a very long time: 1500 shs BCE and T 3000 shs. Should I hold onto them or sell out of telco? Buy one of the other telcos for buy in another sector with better upside and a dividend grower?

Upvote 5

Read Answer Asked by James on May 11, 2026

• TELUS Corporation (T $16.97)
  • $16.97 P/E (TTM): 23.54X Cap: $26.54B
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Q: Thoughts on their most recent results?

Upvote 3

Read Answer Asked by Mark on May 11, 2026

• TELUS Corporation (T $16.97)
  • $16.97 P/E (TTM): 23.54X Cap: $26.54B
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Q: hi,
I just used free google "AI" thing, asking it about Canadian mid/large cap stocks performance post a significant (25%or more) dividend cut, from one day post to one year post. Google says average decrease up to 8-15% in the first 3 months, but overall in the positive 5-8 % by one years time. with this in mind, do you feel Telus is a good stock to pick up ( around10-15%) below the immediately pre-dividend cut price? ie does Telus become a better investment overall after a dividend cut? or is the ship still sinking?
cheers, Chris

Upvote 2

Read Answer Asked by chris on May 11, 2026

• BCE Inc. (BCE $32.91)
  • $32.91 P/E (TTM): 4.92X Cap: $30.95B
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Q: Hi there,

Can you comment on latest Q1 earnings along with the AI Datacentre and US businesses?

It seems to look promising is it time to step back in?

As I’m underwater should I entertain a tax loss sell and re buy in 30 days?

Ok thanks

Upvote 4

Read Answer Asked by Robert on May 11, 2026

• BCE Inc. (BCE $32.91)
  • $32.91 P/E (TTM): 4.92X Cap: $30.95B
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Q: Your thoughts please on the quarter?

Thx

Upvote 4

Read Answer Asked by blake on May 11, 2026

• TransAlta Corporation (TA $17.60)
  • $17.60 Cap: $5.29B
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Q: Thoughts on the quarter please?

Upvote 6

Read Answer Asked by blake on May 08, 2026

• Alaris Equity Partners Income Trust (AD.UN $22.84)
  • $22.84 P/E (TTM): 12.14X Cap: $1.03B
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Q: Please comment on the recent Quarter.
Thanks....Steve

Upvote 2

Read Answer Asked by Stephen on May 08, 2026

• Fortis Inc. (FTS $75.50)
  • $75.50 P/E (TTM): 22.08X Cap: $39.41B
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• Canadian Utilities Limited Class A Non-Voting Shares (CU $48.22)
  • $48.22 P/E (TTM): 127.58X Cap: $13.28B
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Q: May I please have your comments on earnings for FTS and CU

Upvote 6

Read Answer Asked by Margot on May 08, 2026

• Royal Bank of Canada (RY $252.10)
  • $252.10 P/E (TTM): 16.55X Cap: $352.82B
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• Toronto-Dominion Bank (The) (TD $147.44)
  • $147.44 P/E (TTM): 11.7X Cap: $247.98B
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• Bank of Nova Scotia (The) (BNS $105.48)
  • $105.48 P/E (TTM): 20.39X Cap: $130.86B
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• Canadian National Railway Company (CNR $153.29)
  • $153.29 P/E (TTM): 20.24X Cap: $93.89B
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• Enbridge Inc. (ENB $75.98)
  • $75.98 P/E (TTM): 24.75X Cap: $168.31B
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• Sun Life Financial Inc. (SLF $98.63)
  • $98.63 P/E (TTM): 15.77X Cap: $54.45B
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• Fortis Inc. (FTS $75.50)
  • $75.50 P/E (TTM): 22.08X Cap: $39.41B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $68.86)
  • $68.86 P/E (TTM): 51.65X Cap: $7.80B
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• Hydro One Limited (H $57.37)
  • $57.37 P/E (TTM): 26.47X Cap: $35.11B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $13.72)
  • $13.72 P/E (TTM): 37.11X Cap: $4.02B
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• A & W Food Services of Canada Inc. (AW $35.58)
  • $35.58 P/E (TTM): 15.33X Cap: $839M
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Q: What are some good Canadian companies to invest in with attractive dividend yields but where the stock has historically had a lower stock price volatility

Upvote 9

Read Answer Asked by Stephen on May 08, 2026

• Fortis Inc. (FTS $75.50)
  • $75.50 P/E (TTM): 22.08X Cap: $39.41B
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Q: Pls comment on FTS Earnings.

Upvote 5

Read Answer Asked by Valter on May 07, 2026

• Premium Brands Holdings Corporation (PBH $86.33)
  • $86.33 P/E (TTM): 58.69X Cap: $4.54B
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• A & W Food Services of Canada Inc. (AW $35.58)
  • $35.58 P/E (TTM): 15.33X Cap: $839M
  • View AW Profile
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Q: Which is a better long term hold for income. PBH or AW, and why. Thank you

Upvote 2

Read Answer Asked by Michael on May 07, 2026

• TMX Group Limited (X $53.74)
  • $53.74 P/E (TTM): 27.82X Cap: $15.03B
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.34)
  • $16.34 P/E (TTM): 18.21X Cap: $1.09B
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Q: Regarding your Model Income Portfolio decision to sell XHY, where would you be looking to redeploy that money?

Upvote 11

Read Answer Asked by Danny on May 07, 2026

• Gibson Energy Inc. (GEI $28.99)
  • $28.99 P/E (TTM): 28.95X Cap: $4.68B
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Q: Please comment on lastest Q results(negative market reaction) and the co.Add,Hold or Sell.Txs for u usual great services & opinions

Upvote 3

Read Answer Asked by Peter on May 07, 2026

• Arthur J. Gallagher & Co. (AJG $198.39)
  • $198.39 P/E (TTM): 31.07X Cap: $50.78B
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Q: I understand that AJG as well as the other insurance brokers have been disrupted by AI. Are there value added parts of AJG's business which AI cannot replace? If so, can you help explain.

Upvote 1

Read Answer Asked by Ian on May 06, 2026