Investment Q&A

• Toronto-Dominion Bank (The) (TD $101.40)
  • $101.40 Fwd P/E: 10.37X Cap: $174.65B
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• Bank of Nova Scotia (The) (BNS $75.11)
  • $75.11 Fwd P/E: 15.73X Cap: $93.55B
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• Bank of Montreal (BMO $154.21)
  • $154.21 Fwd P/E: 13.56X Cap: $111.35B
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• Canadian Imperial Bank Of Commerce (CM $98.07)
  • $98.07 Fwd P/E: 12.27X Cap: $91.61B
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• National Bank of Canada (NA $140.18)
  • $140.18 Fwd P/E: 13.43X Cap: $54.85B
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• Royal Bank Of Canada (RY $131.76)
  • $131.76 Fwd P/E: 19.47X Cap: $185.72B
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Q: Wondering you thoughts on the Canadian banks. I currently hold TD and CBIL.

Upvote 4

Read Answer Asked by Dale on July 08, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $26.65)
  • $26.65 Cap: $9.24B
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• Core Scientific Inc. (CORZ $14.02)
  • $14.02 Cap: $4.17B
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• CoreWeave Inc. (CRWV $151.45)
  • $151.45 Cap: $72.69B
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Q: Does yesterdays deal between Coreweave and Core Scientific have any impact on the deal Coreweave has with GLXY do you guess? While your in guessing mode, any thoughts what GLXY is going to do with that warchest they just raised?

Upvote 2

Read Answer Asked by Charles on July 08, 2025

• WELL Health Technologies Corp. (WELL $4.79)
  • $4.79 Cap: $1.19B
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Q: WELL revised outlook upwards and market is reacting 'well' to the news. How significant is the revision? Where might the stock be 12 months from now?

Upvote 4

Read Answer Asked on July 08, 2025

• WELL Health Technologies Corp. (WELL $4.79)
  • $4.79 Cap: $1.19B
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Q: Hi 5i, please provide your thoughts on Well's press release today. How does it affect forward valuation for the year, I'm guessing it just got cheaper. Thx.

Upvote 6

Read Answer Asked by Christopher on July 08, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $26.65)
  • $26.65 Cap: $9.24B
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• Circle Internet Group Inc. Class A (CRCL $204.81)
  • $204.81 Cap: $45.16B
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Q: Tom Lee is quite bullish on bitcoins and mentioned "CRCL" a stable coin name. What is your take on this one, how does it compare with "GLXY" in terms of risk-rewards for next couple of years? Thanks

Upvote 4

Read Answer Asked by Lin on July 07, 2025

• CAE Inc. (CAE $41.01)
  • $41.01 Fwd P/E: 32.55X Cap: $13.13B
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Q: What are views of this company? Any future in the increasing Canadian defence spending?

Upvote 3

Read Answer Asked by Rachel on July 04, 2025

• Constellation Software Inc. (CSU $4,972.02)
  • $4,972.02 Fwd P/E: 104.62X Cap: $105.36B
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• Intact Financial Corporation (IFC $310.82)
  • $310.82 Fwd P/E: 25.13X Cap: $55.43B
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• BMO S&P 500 Index ETF (ZSP $93.17)
  • $93.17 Fwd P/E: 57.26X Cap: $16.34B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $42.91)
  • $42.91 Fwd P/E: 5.58X Cap: $13.98B
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• SPDR S&P 500 ETF Trust (SPY $620.34)
  • $620.34 Fwd P/E: 24.47X Cap: $638.01B
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• INVESCO QQQ Trust (QQQ $552.34)
  • $552.34 Fwd P/E: 29.05X Cap: $354.74B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $100.46)
  • $100.46 Fwd P/E: 72.62X Cap: $1.01B
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• Brookfield Corporation Class A Limited Voting Shares (BN $85.95)
  • $85.95 Fwd P/E: 224.67X Cap: $141.60B
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Q: If you were only to buy 3 ETF's and a couple of high convictions stocks. Which 3 ETF's would you pick. No fixed income please.

Upvote 26

Read Answer Asked by Cheryl on July 04, 2025

• Aritzia Inc. Subordinate Voting Shares (ATZ $74.06)
  • $74.06 Fwd P/E: 41.84X Cap: $8.47B
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $27.44)
  • $27.44 Fwd P/E: 43.92X Cap: $2.85B
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Q: What do you think of women's clothing maker Groupe Dynamite (GRGD)? The sales and profit growth looks pretty good. Stock isn't cheap, though, at about 25 times earnings. I figure you prefer Aritzia, but would GRGD be a decent addition to a small cap portfolio?

Upvote 1

Read Answer Asked by Dan on July 03, 2025

• Kraken Robotics Inc. (PNG $3.36)
  • $3.36 Fwd P/E: 44.86X Cap: $882M
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• Zedcor Inc. (ZDC $3.99)
  • $3.99 Fwd P/E: 108.11X Cap: $414M
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• kneat.com inc. (KSI $5.65)
  • $5.65 Cap: $530M
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Q: Of these three small caps would you own all three at 3 percent? In what order would you start buying? Do you see potential multi baggers?

Upvote 8

Read Answer Asked by Helen on July 03, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $26.65)
  • $26.65 Cap: $9.24B
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Q: What a Great pick by U at $4.895 on Sep 5/23.Noted trimmed twice to 6.5%,last on May24/25. On May 27 US offerinf of 29m shares including 4.85m of stock holders. Please advise closing price of above offering. Thinking of purchasing some in the market tomorrow.Please advise and comment.Txs for U usual great views and services

Upvote 2

Read Answer Asked by Peter on July 02, 2025

• Philip Morris International Inc (PM $177.72)
  • $177.72 Fwd P/E: 37.28X Cap: $276.62B
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• Constellation Brands Inc. (STZ $170.55)
  • $170.55 Cap: $30.06B
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• North West Company Inc. (The) (NWC $48.81)
  • $48.81 Fwd P/E: 17.31X Cap: $2.33B
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• Alimentation Couche-Tard Inc. (ATD $69.10)
  • $69.10 Fwd P/E: 18.59X Cap: $65.51B
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• Premium Brands Holdings Corporation (PBH $83.74)
  • $83.74 Fwd P/E: 31.39X Cap: $3.76B
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• British American Tobacco p.l.c. (BTI $47.93)
  • $47.93 Cap: $106.63B
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Q: Good morning, As a retired investor who can handle moderate risk I'm looking to add to my consumer staples holdings in an RRSP, for both growth and a dividend. My only current holding in this sector is Proctor & Gamble (PG). What would be your top 3 picks in Canada and top 3 picks in the US, ranked please, for a new consumer staples holding?

Upvote 7

Read Answer Asked by Lois on July 01, 2025

• Fortis Inc. (FTS $64.08)
  • $64.08 Fwd P/E: 19.34X Cap: $32.14B
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• Capital Power Corporation (CPX $54.57)
  • $54.57 Fwd P/E: 11.69X Cap: $7.60B
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• Hydro One Limited (H $49.12)
  • $49.12 Fwd P/E: 24.3X Cap: $29.46B
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Q: Hi, I have CPX and have considered switching in the past to FTS or H , because of your ranking. However in the last 5 years it has doubled in price and has a great dividend. Hydro One seems to be keeping pace but has a much lower dividend. Just wondering what I’m missing and would you be more comfortable with a switch to H or FTS. Thanks

Upvote 6

Read Answer Asked by Brad on June 27, 2025

• Agnico Eagle Mines Limited (AEM $158.97)
  • $158.97 Fwd P/E: 25.98X Cap: $79.91B
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• Nutrien Ltd. (NTR $83.99)
  • $83.99 Fwd P/E: 56.77X Cap: $40.94B
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• Linde plc (LIN $469.95)
  • $469.95 Fwd P/E: 34.1X Cap: $221.48B
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• ISHARES BITCOIN TR (IBIT $61.82)
  • $61.82 Cap: $75.56B
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Q: You recently responded to a question suggesting investing in materials as ‘inflation protection’. I have zero exposure to the sector. I have 10% of my portfolio in IBIT in lieu of precious metals.

Would you consider bitcoin exposure as an effective alternative to materials for inflation protection?

Also, please offer your top 3 names in the materials sector, Canada or US, ranked if possible.

Thank you.

Upvote 6

Read Answer Asked by Karim on June 27, 2025

• Dollarama Inc. (DOL $189.71)
  • $189.71 Fwd P/E: 43.31X Cap: $52.59B
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• goeasy Ltd. (GSY $170.27)
  • $170.27 Fwd P/E: 11.19X Cap: $2.80B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $129.76)
  • $129.76 Fwd P/E: 16.87X Cap: $1.54B
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• Zedcor Inc. (ZDC $3.99)
  • $3.99 Fwd P/E: 108.11X Cap: $414M
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• kneat.com inc. (KSI $5.65)
  • $5.65 Cap: $530M
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• WELL Health Technologies Corp. (WELL $4.79)
  • $4.79 Cap: $1.19B
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• Celestica Inc. (CLS $155.70)
  • $155.70 Fwd P/E: 44.0X Cap: $17.90B
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• Galaxy Digital Inc. Class A common stock (GLXY $26.65)
  • $26.65 Cap: $9.24B
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• Propel Holdings Inc. (PRL $38.10)
  • $38.10 Fwd P/E: 19.6X Cap: $1.48B
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• D2L Inc. Subordinate Voting Shares (DTOL $14.80)
  • $14.80 Fwd P/E: 20.89X Cap: $810M
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• Brookfield Corporation Class A Limited Voting Shares (BN $85.95)
  • $85.95 Fwd P/E: 224.67X Cap: $141.60B
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• Luca Mining Corp. (LUCA $1.63)
  • $1.63 Cap: $393M
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Q: April 28th you answered Kevin ranking these stocks in this order, there has been news on some, any changes you'd make to your guess?

Upvote 24

Read Answer Asked by Charles on June 26, 2025

• Kraken Robotics Inc. (PNG $3.36)
  • $3.36 Fwd P/E: 44.86X Cap: $882M
  • View PNG Profile
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• Zedcor Inc. (ZDC $3.99)
  • $3.99 Fwd P/E: 108.11X Cap: $414M
  • View ZDC Profile
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• Tantalus Systems Holding Inc. (GRID $3.61)
  • $3.61 Cap: $183M
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• Propel Holdings Inc. (PRL $38.10)
  • $38.10 Fwd P/E: 19.6X Cap: $1.48B
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Q: Would GRID be one of your top 3 small caps currently? Please name your top 3 regardless of sector. Thanks

Upvote 22

Read Answer Asked by Gary on June 26, 2025

• Toronto-Dominion Bank (The) (TD $101.40)
  • $101.40 Fwd P/E: 10.37X Cap: $174.65B
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• Bank of Nova Scotia (The) (BNS $75.11)
  • $75.11 Fwd P/E: 15.73X Cap: $93.55B
  • View BNS Profile
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• Enbridge Inc. (ENB $60.55)
  • $60.55 Fwd P/E: 22.3X Cap: $131.99B
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• Canadian Natural Resources Limited (CNQ $43.97)
  • $43.97 Fwd P/E: 12.15X Cap: $92.04B
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• Sun Life Financial Inc. (SLF $85.14)
  • $85.14 Fwd P/E: 15.68X Cap: $48.39B
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• Fortis Inc. (FTS $64.08)
  • $64.08 Fwd P/E: 19.34X Cap: $32.14B
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• North West Company Inc. (The) (NWC $48.81)
  • $48.81 Fwd P/E: 17.31X Cap: $2.33B
  • View NWC Profile
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• Russel Metals Inc. (RUS $44.40)
  • $44.40 Fwd P/E: 16.74X Cap: $2.50B
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• Leon's Furniture Limited (LNF $27.39)
  • $27.39 Fwd P/E: 11.66X Cap: $1.86B
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• Hydro One Limited (H $49.12)
  • $49.12 Fwd P/E: 24.3X Cap: $29.46B
  • View H Profile
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• Dream Industrial Real Estate Investment Trust (DIR.UN $11.74)
  • $11.74 Fwd P/E: 27.51X Cap: $3.43B
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Q: I am looking at buying Canadian Dividend payers. What are your highest conviction dividend payers. Can you provide top 10 list. Please keep in mind valuation.

Thanks

Upvote 20

Read Answer Asked by Frank on June 25, 2025

• Firan Technology Group Corporation (FTG $12.42)
  • $12.42 Fwd P/E: 21.13X Cap: $312M
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• Kraken Robotics Inc. (PNG $3.36)
  • $3.36 Fwd P/E: 44.86X Cap: $882M
  • View PNG Profile
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• Tantalus Systems Holding Inc. (GRID $3.61)
  • $3.61 Cap: $183M
  • View GRID Profile
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• ACM Research Inc. (ACMR $28.53)
  • $28.53 Fwd P/E: 25.25X Cap: $1.82B
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Q: Could I have your suggestions for 3 or 4 small cap growth stocks (probably tech) US or Canada? I have noticed PNG which I take to be a recent addition to your growth portfolio. I am reasonably risk tolerant. Thanks Jim

Upvote 9

Read Answer Asked by jim on June 25, 2025

• goeasy Ltd. (GSY $170.27)
  • $170.27 Fwd P/E: 11.19X Cap: $2.80B
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• EQB Inc. (EQB $102.72)
  • $102.72 Fwd P/E: 10.52X Cap: $3.93B
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• Galaxy Digital Inc. Class A common stock (GLXY $26.65)
  • $26.65 Cap: $9.24B
  • View GLXY Profile
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• Coinbase Global Inc (COIN $354.82)
  • $354.82 Fwd P/E: 66.95X Cap: $90.37B
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• Robinhood Markets Inc. (HOOD $91.27)
  • $91.27 Fwd P/E: 53.41X Cap: $80.54B
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• Propel Holdings Inc. (PRL $38.10)
  • $38.10 Fwd P/E: 19.6X Cap: $1.48B
  • View PRL Profile
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Q: What do you believe has the higher probability of greater return- 10 yr Hold. Is there a name that you call out as an alternative to these?

Thx as always for the excellent service.

Upvote 16

Read Answer Asked by Chris on June 19, 2025

• WELL Health Technologies Corp. (WELL $4.79)
  • $4.79 Cap: $1.19B
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Q: Held forever! Starting to believe this is another Knight ?
Potential but goes nowhere!
Feel like a lost opportunity holding this company.
Comments.

Upvote 12

Read Answer Asked by Helen on June 19, 2025

• kneat.com inc. (KSI $5.65)
  • $5.65 Cap: $530M
  • View KSI Profile
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Q: Great report on KSI,

I’ve been patiently waiting to build enough cash to add a position.

Despite the negative trend in the last 30 would you be buyers today? Or wait for it to finally settle out?

Are there any new developments regarding this company? Thank you for the amazing job you all do!

Upvote 13

Read Answer Asked by Adam on June 19, 2025