Investment Q&A

• Constellation Software Inc. (CSU $3,324.75)
  • $3,324.75 P/E (TTM): 74.99X Cap: $70.18B
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• Intact Financial Corporation (IFC $278.78)
  • $278.78 P/E (TTM): 23.1X Cap: $49.64B
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• WSP Global Inc. (WSP $260.02)
  • $260.02 P/E (TTM): 38.44X Cap: $33.46B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
  • $229.03 P/E (TTM): 146.74X Cap: $303.77B
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• Balanced Equity Portfolio (BEPORT)
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• Topicus.com Inc. (TOI $125.91)
  • $125.91 P/E (TTM): 1055.29X Cap: $10.55B
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• Brookfield Corporation Class A Limited Voting Shares (BN $66.35)
  • $66.35 P/E (TTM): 94.56X Cap: $147.02B
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• Lumine Group Inc. (LMN $26.16)
  • $26.16 P/E (TTM): 100.03X Cap: $6.69B
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Q: What stock in the balanced equity would you be buying into today for a long term hold (noting that you wouldn’t back up any kind of vehicle into this market)

Upvote 23

Read Answer Asked by Chris on April 07, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $34.68)
  • $34.68 Cap: $13.81B
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• DeFi Technologies Inc. (DEFI)
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Q: Could you kindly elaborate FUNDAMENTALLY why you already mothballed DEFI and not GLXY !

Upvote 5

Read Answer Asked by Brant on April 04, 2025

• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 46.93X Cap: $4.49T
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• Booking Holdings Inc. (BKNG $5,492.11)
  • $5,492.11 P/E (TTM): 35.47X Cap: $175.51B
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• Abbott Laboratories (ABT $125.92)
  • $125.92 P/E (TTM): 15.94X Cap: $219.41B
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• Mastercard Incorporated (MA $575.54)
  • $575.54 P/E (TTM): 37.08X Cap: $520.11B
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• NextEra Energy Inc. (NEE $79.89)
  • $79.89 P/E (TTM): 24.96X Cap: $165.54B
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• UnitedHealth Group Incorporated (DE) (UNH $343.98)
  • $343.98 P/E (TTM): 17.82X Cap: $314.19B
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• Visa Inc. (V $349.77)
  • $349.77 P/E (TTM): 34.89X Cap: $678.29B
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• Walmart Inc. (WMT $114.53)
  • $114.53 Cap: $901.18B
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• Loblaw Companies Limited (L $61.84)
  • $61.84 P/E (TTM): 7.52X Cap: $72.96B
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• Constellation Software Inc. (CSU $3,324.75)
  • $3,324.75 P/E (TTM): 74.99X Cap: $70.18B
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• Intact Financial Corporation (IFC $278.78)
  • $278.78 P/E (TTM): 23.1X Cap: $49.64B
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• Fortis Inc. (FTS $71.63)
  • $71.63 P/E (TTM): 20.34X Cap: $36.17B
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• WSP Global Inc. (WSP $260.02)
  • $260.02 P/E (TTM): 38.44X Cap: $33.46B
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• Alimentation Couche-Tard Inc. (ATD $74.80)
  • $74.80 P/E (TTM): 19.53X Cap: $69.88B
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• Copart Inc. (CPRT $39.83)
  • $39.83 P/E (TTM): 23.43X Cap: $37.79B
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• MSCI Inc. (MSCI $581.16)
  • $581.16 P/E (TTM): 36.7X Cap: $43.68B
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• Brookfield Corporation Class A Limited Voting Shares (BN $66.35)
  • $66.35 P/E (TTM): 94.56X Cap: $147.02B
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Q: Hi bad day to be sure I see you suggest buying into some stocks but slowly.
What are the best sectors to buy first now that this black swan event is in play. Please give me you top 4 sectors in order of preference. Also you top 2 picks in each of the 4 also in order of preference as well please

What do you think is the worse case scenario as far as market drop % wise I release its just a guess but you guess is almost certainly better than mine at this point

Upvote 55

Read Answer Asked by Terence on April 04, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
  • $229.03 P/E (TTM): 146.74X Cap: $303.77B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $131.47)
  • $131.47 P/E (TTM): 51.8X Cap: $14.43B
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• Real Matters Inc. (REAL $6.61)
  • $6.61 Cap: $438M
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• WELL Health Technologies Corp. (WELL $4.23)
  • $4.23 Cap: $1.04B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.98)
  • $16.98 Cap: $2.31B
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• Docebo Inc. (DCBO $30.38)
  • $30.38 P/E (TTM): 29.98X Cap: $875M
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• Dye & Durham Limited (DND $4.17)
  • $4.17 Cap: $280M
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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• D2L Inc. Subordinate Voting Shares (DTOL $13.67)
  • $13.67 P/E (TTM): 17.95X Cap: $751M
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Q: At one point it seemed like LSPD, DND, TIXT, REAL and WELL were market darlings with great potential, and DCBO, SHOP and ATZ were on more solid ground. Are any nearing the point of accumulation or should I start buying Spam for the apparent apocalypse?!!

Upvote 8

Read Answer Asked by Art on April 04, 2025

• Toronto-Dominion Bank (The) (TD $131.17)
  • $131.17 P/E (TTM): 11.12X Cap: $223.89B
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• Bank of Nova Scotia (The) (BNS $100.62)
  • $100.62 P/E (TTM): 24.53X Cap: $125.49B
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• Canadian Natural Resources Limited (CNQ $44.62)
  • $44.62 P/E (TTM): 13.37X Cap: $91.05B
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• Sun Life Financial Inc. (SLF $87.40)
  • $87.40 P/E (TTM): 21.74X Cap: $48.41B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $130.73)
  • $130.73 P/E (TTM): 17.34X Cap: $28.43B
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• Constellation Software Inc. (CSU $3,324.75)
  • $3,324.75 P/E (TTM): 74.99X Cap: $70.18B
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• Fortis Inc. (FTS $71.63)
  • $71.63 P/E (TTM): 20.34X Cap: $36.17B
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• Tourmaline Oil Corp. (TOU $59.53)
  • $59.53 P/E (TTM): 16.86X Cap: $22.65B
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• Toromont Industries Ltd. (TIH $171.40)
  • $171.40 P/E (TTM): 27.55X Cap: $13.76B
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• Miscellaneous (MISC)
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• goeasy Ltd. (GSY $138.72)
  • $138.72 P/E (TTM): 9.75X Cap: $2.18B
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• EQB Inc. (EQB $104.52)
  • $104.52 P/E (TTM): 15.35X Cap: $3.90B
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• D2L Inc. Subordinate Voting Shares (DTOL $13.67)
  • $13.67 P/E (TTM): 17.95X Cap: $751M
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• Brookfield Corporation Class A Limited Voting Shares (BN $66.35)
  • $66.35 P/E (TTM): 94.56X Cap: $147.02B
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Q: Hi Chris, With today's blood bath, please advise if you think of screaming buy high conviction stocks for growth and dividend. If possible price range too. Thanks

Upvote 47

Read Answer Asked by S on April 04, 2025

• WSP Global Inc. (WSP $260.02)
  • $260.02 P/E (TTM): 38.44X Cap: $33.46B
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Q: Do you think WSP can be bought here? Will it be affected by tariffs to any extent?

Upvote 4

Read Answer Asked by Allen on April 03, 2025

• D2L Inc. Subordinate Voting Shares (DTOL $13.67)
  • $13.67 P/E (TTM): 17.95X Cap: $751M
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Q: Hi,

Comments on Q4 and FY please. Any noteworthy positives/negatives you see in future commentary?
I saw that the president is leaving in May 2025...any concerns?
Still one of your small cap favs?

Upvote 4

Read Answer Asked by Stephen on April 03, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
  • $229.03 P/E (TTM): 146.74X Cap: $303.77B
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Q: Buy Shop AGAIN today or wait a bit longer:)?

Upvote 6

Read Answer Asked by Martin on April 03, 2025

• Nike Inc. (NKE $65.92)
  • $65.92 P/E (TTM): 32.42X Cap: $96.60B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $131.47)
  • $131.47 P/E (TTM): 51.8X Cap: $14.43B
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Q: I get its a bad market day, but what is up with ATZ being down over 16% at the time of this question? Thanks in advance. - Jeff

Upvote 2

Read Answer Asked by Jeff on April 03, 2025

• Dollarama Inc. (DOL $199.31)
  • $199.31 P/E (TTM): 42.04X Cap: $54.57B
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Q: Hi 5i, I went through their results and they matched or beat their goals, and forward growth looks good. I would appreciate you analysis, especially with respect to forward growth. With their expansion in DollarCity and the new purchase in Australia the runway looks good. Again thx for this recommendation several years ago!

Upvote 8

Read Answer Asked by Christopher on April 03, 2025

• Oracle Corporation (ORCL $198.52)
  • $198.52 P/E (TTM): 44.64X Cap: $543.45B
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• Descartes Systems Group Inc. (The) (DSG $121.82)
  • $121.82 P/E (TTM): 50.84X Cap: $10.20B
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• Kinaxis Inc. (KXS $177.44)
  • $177.44 P/E (TTM): 101.78X Cap: $4.92B
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• SAP SE ADS (SAP $247.11)
  • $247.11 P/E (TTM): 78.6X Cap: $296.10B
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Q: what 3 metrics do you use to value DSG. compare these to the last 3 years is DSG close to a duopoly. if not name their major competitors. thanks Richard

Upvote 7

Read Answer Asked by richard on April 02, 2025

• Toromont Industries Ltd. (TIH $171.40)
  • $171.40 P/E (TTM): 27.55X Cap: $13.76B
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• Enterprise Group Inc. (E $1.30)
  • $1.30 P/E (TTM): 28.09X Cap: $103M
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Q: I saw a big correction on this stock Enterprise Group Inc.

What is their business model. Are they cash flow positive. Can their business model last over 10 years. Do you see the company start a buy back program and dividend.

In advance, thank you for taking your time to answer my questions.

Upvote 8

Read Answer Asked by Norwood on April 01, 2025

• Freeport-McMoRan Inc. (FCX $56.53)
  • $56.53 P/E (TTM): 38.81X Cap: $77.85B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $68.99)
  • $68.99 P/E (TTM): 27.69X Cap: $33.44B
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• Capstone Copper Corp. (CS $13.68)
  • $13.68 P/E (TTM): 24.95X Cap: $10.36B
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Q: With all the current turbulence, what is your outlook on copper in general, and specifically Capstone? Thanks.

Upvote 3

Read Answer Asked by David on April 01, 2025

• Stantec Inc. (STN $136.81)
  • $136.81 P/E (TTM): 32.02X Cap: $15.36B
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• Descartes Systems Group Inc. (The) (DSG $121.82)
  • $121.82 P/E (TTM): 50.84X Cap: $10.20B
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• Toromont Industries Ltd. (TIH $171.40)
  • $171.40 P/E (TTM): 27.55X Cap: $13.76B
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• Topicus.com Inc. (TOI $125.91)
  • $125.91 P/E (TTM): 1055.29X Cap: $10.55B
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• D2L Inc. Subordinate Voting Shares (DTOL $13.67)
  • $13.67 P/E (TTM): 17.95X Cap: $751M
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• Lumine Group Inc. (LMN $26.16)
  • $26.16 P/E (TTM): 100.03X Cap: $6.69B
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Q: Do you recommend any Canadian small cap tech or industrial companies that are worthy of a small starter position? Could be US if that request is too narrow. Thanks!

Upvote 17

Read Answer Asked by Blake on March 31, 2025

• Stantec Inc. (STN $136.81)
  • $136.81 P/E (TTM): 32.02X Cap: $15.36B
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• Descartes Systems Group Inc. (The) (DSG $121.82)
  • $121.82 P/E (TTM): 50.84X Cap: $10.20B
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• FirstService Corporation (FSV $222.17)
  • $222.17 P/E (TTM): 51.24X Cap: $9.90B
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• TMX Group Limited (X $50.58)
  • $50.58 P/E (TTM): 30.68X Cap: $14.04B
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• Toromont Industries Ltd. (TIH $171.40)
  • $171.40 P/E (TTM): 27.55X Cap: $13.76B
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• goeasy Ltd. (GSY $138.72)
  • $138.72 P/E (TTM): 9.75X Cap: $2.18B
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• TerraVest Industries Inc. (TVK $167.52)
  • $167.52 Cap: $3.40B
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• EQB Inc. (EQB $104.52)
  • $104.52 P/E (TTM): 15.35X Cap: $3.90B
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• Topicus.com Inc. (TOI $125.91)
  • $125.91 P/E (TTM): 1055.29X Cap: $10.55B
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• Propel Holdings Inc. (PRL $24.25)
  • $24.25 P/E (TTM): 11.06X Cap: $941M
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Q: What would be your top 10 Canadian stock picks now, maximum market cap $10 billion, long term hold. Thanks.

Upvote 37

Read Answer Asked by Dan on March 31, 2025

• Toronto-Dominion Bank (The) (TD $131.17)
  • $131.17 P/E (TTM): 11.12X Cap: $223.89B
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• Bank of Nova Scotia (The) (BNS $100.62)
  • $100.62 P/E (TTM): 24.53X Cap: $125.49B
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• Canadian Natural Resources Limited (CNQ $44.62)
  • $44.62 P/E (TTM): 13.37X Cap: $91.05B
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• Sun Life Financial Inc. (SLF $87.40)
  • $87.40 P/E (TTM): 21.74X Cap: $48.41B
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• Fortis Inc. (FTS $71.63)
  • $71.63 P/E (TTM): 20.34X Cap: $36.17B
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Q: I have lots of interest income and I know, although the money is 100% safe, I am paying top tax dollar. Do you have safe dividend alternatives to suggest??

Upvote 14

Read Answer Asked by Brenda on March 31, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $34.68)
  • $34.68 Cap: $13.81B
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Q: Any reason why GLXY is down significantly with the price of BITCOIN flat?
Thanks

Upvote 2

Read Answer Asked by Herm on March 31, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $34.68)
  • $34.68 Cap: $13.81B
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• DeFi Technologies Inc. (DEFI)
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Q: thoughts on Q results for Glxy/t, and your opinion going forward, is there much difference in performance, etc... of glxy vs Defi/t... thanks as always, jb

Upvote 4

Read Answer Asked by John on March 31, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $34.68)
  • $34.68 Cap: $13.81B
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Q: Can I please have your comments on Galaxy Digital Holding's last quarter?
Thank you

Upvote 4

Read Answer Asked by Neil on March 31, 2025

• WELL Health Technologies Corp. (WELL $4.23)
  • $4.23 Cap: $1.04B
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Q: Peter and His Dream Team
WELL just reported significant services increase for 2024 yet the stock is down 20%. Your assessment please. Are we getting close to the bottom? Thank you as usual.

Upvote 8

Read Answer Asked by Ernest on March 31, 2025