Investment Q&A

• WELL Health Technologies Corp. (WELL $5.19)
  • $5.19 Cap: $1.46B
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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 7

Read Answer Asked on July 08, 2025

• WELL Health Technologies Corp. (WELL $5.19)
  • $5.19 Cap: $1.46B
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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 9

Read Answer Asked by Christopher on July 08, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $55.13)
  • $55.13 Cap: $22.29B
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• Circle Internet Group Inc. Class A (CRCL $132.94)
  • $132.94 Cap: $34.52B
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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 $38.13)
  • $38.13 P/E (TTM): 30.92X Cap: $12.54B
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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 $3,936.19)
  • $3,936.19 P/E (TTM): 95.55X Cap: $83.41B
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• Intact Financial Corporation (IFC $269.60)
  • $269.60 P/E (TTM): 21.6X Cap: $47.44B
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• BMO S&P 500 Index ETF (ZSP $100.46)
  • $100.46 P/E (TTM): 27.54X Cap: $20.37B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $47.61)
  • $47.61 Cap: $19.71B
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• SPDR S&P 500 ETF Trust (SPY $653.02)
  • $653.02 P/E (TTM): 28.22X Cap: $678.97B
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• INVESCO QQQ Trust (QQQ $589.50)
  • $589.50 P/E (TTM): 36.04X Cap: $390.45B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $109.74)
  • $109.74 P/E (TTM): 34.77X Cap: $1.87B
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• Brookfield Corporation Class A Limited Voting Shares (BN $60.29)
  • $60.29 P/E (TTM): 159.66X Cap: $135.27B
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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 27

Read Answer Asked by Cheryl on July 04, 2025

• Aritzia Inc. Subordinate Voting Shares (ATZ $86.00)
  • $86.00 P/E (TTM): 41.11X Cap: $9.13B
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $63.22)
  • $63.22 P/E (TTM): 53.91X Cap: $6.68B
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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 $5.69)
  • $5.69 P/E (TTM): 104.17X Cap: $1.85B
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• Zedcor Inc. (ZDC $5.95)
  • $5.95 P/E (TTM): 344.12X Cap: $626M
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• kneat.com inc. (KSI $5.90)
  • $5.90 Cap: $555M
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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 13

Read Answer Asked by Helen on July 03, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $55.13)
  • $55.13 Cap: $22.29B
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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 $160.47)
  • $160.47 P/E (TTM): 29.46X Cap: $244.15B
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• Constellation Brands Inc. (STZ $141.33)
  • $141.33 Cap: $25.02B
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• North West Company Inc. (The) (NWC $45.56)
  • $45.56 P/E (TTM): 16.32X Cap: $2.17B
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• Alimentation Couche-Tard Inc. (ATD $73.13)
  • $73.13 P/E (TTM): 19.4X Cap: $68.35B
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• Premium Brands Holdings Corporation (PBH $95.79)
  • $95.79 P/E (TTM): 45.75X Cap: $4.27B
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• British American Tobacco p.l.c. (BTI $51.54)
  • $51.54 P/E (TTM): 28.21X Cap: $112.58B
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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 $71.46)
  • $71.46 P/E (TTM): 20.68X Cap: $35.34B
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• Capital Power Corporation (CPX $71.25)
  • $71.25 P/E (TTM): 22.48X Cap: $11.20B
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• Hydro One Limited (H $50.54)
  • $50.54 P/E (TTM): 23.7X Cap: $29.97B
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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 $230.16)
  • $230.16 P/E (TTM): 35.13X Cap: $114.02B
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• Nutrien Ltd. (NTR $83.84)
  • $83.84 P/E (TTM): 196.63X Cap: $40.73B
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• Linde plc (LIN $453.82)
  • $453.82 P/E (TTM): 33.27X Cap: $212.80B
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• ISHARES BITCOIN TR (IBIT $66.20)
  • $66.20 Cap: $94.12B
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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 7

Read Answer Asked by Karim on June 27, 2025

• Dollarama Inc. (DOL $174.88)
  • $174.88 P/E (TTM): 39.09X Cap: $48.48B
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• goeasy Ltd. (GSY $158.29)
  • $158.29 P/E (TTM): 9.74X Cap: $2.57B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.37)
  • $127.37 P/E (TTM): 19.91X Cap: $1.61B
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• Zedcor Inc. (ZDC $5.95)
  • $5.95 P/E (TTM): 344.12X Cap: $626M
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• kneat.com inc. (KSI $5.90)
  • $5.90 Cap: $555M
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• WELL Health Technologies Corp. (WELL $5.19)
  • $5.19 Cap: $1.46B
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• Celestica Inc. (CLS $243.72)
  • $243.72 P/E (TTM): 57.27X Cap: $30.04B
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• Galaxy Digital Inc. Class A common stock (GLXY $55.13)
  • $55.13 Cap: $22.29B
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• Propel Holdings Inc. (PRL $25.46)
  • $25.46 P/E (TTM): 13.14X Cap: $1.03B
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• D2L Inc. Subordinate Voting Shares (DTOL $17.60)
  • $17.60 P/E (TTM): 23.41X Cap: $1B
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• Brookfield Corporation Class A Limited Voting Shares (BN $60.29)
  • $60.29 P/E (TTM): 159.66X Cap: $135.27B
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• Luca Mining Corp. (LUCA $1.44)
  • $1.44 Cap: $382M
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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 $5.69)
  • $5.69 P/E (TTM): 104.17X Cap: $1.85B
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• Zedcor Inc. (ZDC $5.95)
  • $5.95 P/E (TTM): 344.12X Cap: $626M
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• Tantalus Systems Holding Inc. (GRID $3.75)
  • $3.75 Cap: $174M
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• Propel Holdings Inc. (PRL $25.46)
  • $25.46 P/E (TTM): 13.14X Cap: $1.03B
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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 $109.78)
  • $109.78 P/E (TTM): 9.48X Cap: $191.24B
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• Bank of Nova Scotia (The) (BNS $88.84)
  • $88.84 P/E (TTM): 17.0X Cap: $110.74B
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• Enbridge Inc. (ENB $66.77)
  • $66.77 P/E (TTM): 24.06X Cap: $146.82B
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• Canadian Natural Resources Limited (CNQ $43.97)
  • $43.97 P/E (TTM): 11.56X Cap: $95.83B
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• Sun Life Financial Inc. (SLF $86.24)
  • $86.24 P/E (TTM): 15.8X Cap: $48.47B
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• Fortis Inc. (FTS $71.46)
  • $71.46 P/E (TTM): 20.68X Cap: $35.34B
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• North West Company Inc. (The) (NWC $45.56)
  • $45.56 P/E (TTM): 16.32X Cap: $2.17B
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• Russel Metals Inc. (RUS $40.82)
  • $40.82 P/E (TTM): 14.62X Cap: $2.31B
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• Leon's Furniture Limited (LNF $28.01)
  • $28.01 P/E (TTM): 12.39X Cap: $1.94B
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• Hydro One Limited (H $50.54)
  • $50.54 P/E (TTM): 23.7X Cap: $29.97B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.06)
  • $12.06 P/E (TTM): 25.6X Cap: $3.56B
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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 21

Read Answer Asked by Frank on June 25, 2025

• Firan Technology Group Corporation (FTG $10.22)
  • $10.22 P/E (TTM): 21.74X Cap: $270M
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• Kraken Robotics Inc. (PNG $5.69)
  • $5.69 P/E (TTM): 104.17X Cap: $1.85B
  • View PNG Profile
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• Tantalus Systems Holding Inc. (GRID $3.75)
  • $3.75 Cap: $174M
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• ACM Research Inc. (ACMR $36.59)
  • $36.59 P/E (TTM): 35.14X Cap: $2.63B
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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 10

Read Answer Asked by jim on June 25, 2025

• goeasy Ltd. (GSY $158.29)
  • $158.29 P/E (TTM): 9.74X Cap: $2.57B
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• EQB Inc. (EQB $91.53)
  • $91.53 P/E (TTM): 10.61X Cap: $3.55B
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• Galaxy Digital Inc. Class A common stock (GLXY $55.13)
  • $55.13 Cap: $22.29B
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• Coinbase Global Inc (COIN $357.01)
  • $357.01 P/E (TTM): 37.46X Cap: $99.43B
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• Robinhood Markets Inc. (HOOD $138.96)
  • $138.96 P/E (TTM): 76.97X Cap: $134.54B
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• Propel Holdings Inc. (PRL $25.46)
  • $25.46 P/E (TTM): 13.14X Cap: $1.03B
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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 $5.19)
  • $5.19 Cap: $1.46B
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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 $5.90)
  • $5.90 Cap: $555M
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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

• kneat.com inc. (KSI $5.90)
  • $5.90 Cap: $555M
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Q: I just read your KSI report - thanks! I'm curious how you come to a B, when there are two B's and all other marks are above B.

Upvote 4

Read Answer Asked by Kim on June 13, 2025

• Descartes Systems Group Inc. (The) (DSG $133.62)
  • $133.62 P/E (TTM): 58.1X Cap: $11.70B
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• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.38X Cap: $5.24B
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Q: Would you favour DSG over KXS today? Would holding both in a portfolio be complementary or would there be too much overlap?

Upvote 4

Read Answer Asked by Tony on June 12, 2025