Investment Q&A

• Salesforce Inc. (CRM $178.16)
  • $178.16 P/E (TTM): 22.22X Cap: $164.44B
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• Element Fleet Management Corp. (EFN $32.25)
  • $32.25 P/E (TTM): 23.89X Cap: $12.80B
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• Capstone Copper Corp. (CS $11.61)
  • $11.61 P/E (TTM): 20.83X Cap: $8.86B
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• Spotify Technology S.A. (SPOT $518.00)
  • $518.00 Cap: $106.62B
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• RTX Corporation (RTX $174.26)
  • $174.26 P/E (TTM): 33.64X Cap: $234.67B
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• Topicus.com Inc. (TOI $96.01)
  • $96.01 P/E (TTM): 313.01X Cap: $12.51B
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• Robinhood Markets Inc. (HOOD $84.71)
  • $84.71 P/E (TTM): 40.95X Cap: $76.30B
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• Galaxy Digital Inc. (GLXY $26.01)
  • $26.01 Cap: $10.15B
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Q: I'm down on all of these. Simply, buy more, sell or hold

Upvote 6

Read Answer Asked by Frank on April 24, 2026

Q: how do i access BenchmarkBeaters? I try ...../BB and it says redeem membership in that window.

Upvote 3

Read Answer Asked by Danny-boy on April 24, 2026

• Metro Inc. (MRU $91.09)
  • $91.09 P/E (TTM): 25.9X Cap: $19.41B
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Q: Hello, please comment on MRU earnings. Are they trending down on sssg? Thanks

Upvote 2

Read Answer Asked by Martin on April 24, 2026

• Secure Waste Infrastructure Corp. (SES $23.30)
  • $23.30 P/E (TTM): 42.27X Cap: $5.07B
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• GFL Environmental Inc. Subordinate no par value (GFL $40.41)
  • $40.41 P/E (TTM): 5.66X Cap: $14.47B
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Q: I have 400 shares of SES,could you walk me through the math on this if i do nothing when the takeover by GFL takes place later this year at $ 24.75 a share,how many shares of GFL will i have and if applicable any cash...Thanks

Upvote 3

Read Answer Asked by Greg on April 24, 2026

• Toronto-Dominion Bank (The) (TD $143.57)
  • $143.57 P/E (TTM): 11.51X Cap: $239.59B
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Q: I feel I have too much financial exposure (23%) in my portfolio. I have room in industrials. With Canadian banks at the higher end of valuations, would it make sense to sell TD and purchase industrial stocks or an ETF? This is in my TFSA, do you have recommendations? Thanks

Upvote 8

Read Answer Asked by Brad on April 24, 2026

• Cascades Inc. (CAS $10.75)
  • $10.75 Cap: $1.08B
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Q: Good Afternoon,
I am thinking of buying Cascades. But, it's seems to be in a downward spiral lately. What seems to be the issues driving the stock price down? Would you consider it a buy, hold or a sell?
Thanks for your great service.
Jane

Upvote 1

Read Answer Asked by Jane on April 24, 2026

• Waste Connections Inc. (WCN $226.89)
  • $226.89 P/E (TTM): 39.99X Cap: $57.82B
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Q: Comments on earnings please

Upvote 3

Read Answer Asked by Margot on April 23, 2026

Q: Silly questions. Is there a methodology to holding cyclical stocks? By being "buy and hold" am I missing out profitable opportunities?

Upvote 26

Read Answer Asked by Brenda on April 23, 2026

• Waste Connections Inc. (WCN $226.89)
  • $226.89 P/E (TTM): 39.99X Cap: $57.82B
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• GFL Environmental Inc. subordinate voting shares (GFL $55.21)
  • $55.21 P/E (TTM): 5.66X Cap: $19.82B
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Q: Thank you once again for the fabulous service, and thank you to everyone who posts questions. I find I learn a lot and get some good ideas from the collective community.
My Question:

Currently invested in WCN. I'm wondering if I wouldn't be better off to switch to GFL? I'm wondering if maybe there's more of a growth opportunity?

Alternatively, are there any other more growthy non- AI related companies you could suggest for a long term hold? (We currently very happily own WSP and BN)

Thank you,
Mike

Upvote 4

Read Answer Asked by Mike on April 22, 2026

• Constellation Software Inc. (CSU $2,410.80)
  • $2,410.80 P/E (TTM): 74.64X Cap: $51.08B
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• TFI International Inc. (TFII $189.57)
  • $189.57 P/E (TTM): 47.88X Cap: $15.57B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $171.88)
  • $171.88 P/E (TTM): 132.29X Cap: $224.15B
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• Boyd Group Services Inc. (BYD $162.66)
  • $162.66 P/E (TTM): 143.32X Cap: $4.52B
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• Topicus.com Inc. (TOI $96.01)
  • $96.01 P/E (TTM): 313.01X Cap: $12.51B
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Q: Looking @ CDN options that you believe have been beaten down with strong rebound potential both short term and with long term upside. Please list your current top 5, highest ranked first through to 5th.

Upvote 11

Read Answer Asked by Chris on April 22, 2026

• Nutrien Ltd. (NTR $97.86)
  • $97.86 P/E (TTM): 32.77X Cap: $47.16B
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Q: I'm puzzled by the fact that NTR hasn't spiked recently, with the Hormuz chokehold, farmers wailing about fertilizer costs, the Ukraine war etc. It's a cyclical stock, I know, and the market looks way forward but I'd have thought the current conditions would be excellent for NTR's share price. If it's not popping under these conditions what happens when Hormuz clears, etc. That could be a while. Can you shed your bright light on my little mystery?

Upvote 7

Read Answer Asked by alex on April 22, 2026

• Alphabet Inc. (GOOG $342.32)
  • $342.32 P/E (TTM): 31.24X Cap: $4.09T
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.19)
  • $62.19 P/E (TTM): 83.2X Cap: $139.12B
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Q: Hi. My very helpful neighbour has had a baby, and I want to give a gift to get him started on stocks. Do you have a recommendation for something that would still be a safe and good investment 20 years from now? I'm looking to spend between $300-$500 CAD. US or Canadian stocks would be fine. Thanks, Marg.

Upvote 15

Read Answer Asked by Margie on April 22, 2026

• Costco Wholesale Corporation (COST $1,011.15)
  • $1,011.15 P/E (TTM): 70.49X Cap: $448.59B
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• Gilead Sciences Inc. (GILD $130.40)
  • $130.40 P/E (TTM): 19.74X Cap: $161.88B
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• AbbVie Inc. (ABBV $198.71)
  • $198.71 P/E (TTM): 85.15X Cap: $351.47B
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• Kroger Company (The) (KR $67.23)
  • $67.23 P/E (TTM): 19.41X Cap: $41.18B
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• Merck & Company Inc. (MRK $111.90)
  • $111.90 P/E (TTM): 15.74X Cap: $276.53B
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• NextEra Energy Inc. (NEE $95.28)
  • $95.28 P/E (TTM): 29.17X Cap: $198.69B
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• PepsiCo Inc. (PEP $155.44)
  • $155.44 P/E (TTM): 24.44X Cap: $212.45B
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• Williams Companies Inc. (The) (WMB $72.18)
  • $72.18 P/E (TTM): 33.48X Cap: $88.26B
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Q: What do you suggest for "recession proof" stocks in Canada and US and why? Looking for young adults who may need to access the funds in 3 to 5 years.

Upvote 10

Read Answer Asked by Brenda on April 22, 2026

Q: My portfolio needs to be rebalanced so I'm asking for purchase suggestions (2 or 3 names ranked by preference) for the following sectors:
- utilities
- consumer defensive
- consumer cyclical
Thanks in advance!

Upvote 8

Read Answer Asked by Brenda on April 22, 2026

• Dollarama Inc. (DOL $169.72)
  • $169.72 P/E (TTM): 35.95X Cap: $46.32B
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• Alimentation Couche-Tard Inc. (ATD $76.74)
  • $76.74 P/E (TTM): 19.51X Cap: $70.49B
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Q: DOL has been doing better than ATD. How do you feel about switching? Thanks.

Upvote 6

Read Answer Asked by peter on April 22, 2026

• Premium Brands Holdings Corporation (PBH $83.78)
  • $83.78 P/E (TTM): 56.81X Cap: $4.36B
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Q: Has anything changed since your last report on this company about a year ago?

Will capex taper off, and can they start whittling down debt? Is the current level a concern? Will they pursue more acquisitions?

If one's maximum waiting per stock is 5%, does about 2% seem comfortable for this one?

Upvote 5

Read Answer Asked by James on April 21, 2026

• Groupe Dynamite Inc. Subordinate voting shares (GRGD $87.56)
  • $87.56 P/E (TTM): 41.03X Cap: $9.60B
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Q: With offering at $93, what do we make with the price at $88.
Is this a negative?

Upvote 3

Read Answer Asked by Herm on April 21, 2026

Q: Have you tried using the LLMs to see how well they perform as AI Investment Advisors? If so, which one do you recommend? I find the various models a bit overwhelming to choose from. Would Perplexity be the best, because it seems to offer access to both Claude and Chat GPT for a slightly lower subscription price?

Upvote 9

Read Answer Asked by David on April 21, 2026

• GFL Environmental Inc. subordinate voting shares (GFL $55.21)
  • $55.21 P/E (TTM): 5.66X Cap: $19.82B
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Q: Is GFL a fair buy at these prices given the investor sentiment? I take the acquisition as a positive

Upvote 3

Read Answer Asked by Keith on April 21, 2026

• Secure Waste Infrastructure Corp. (SES $23.30)
  • $23.30 P/E (TTM): 42.27X Cap: $5.07B
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Q: Does the takeout offer look reasonable? Interesting to note the price sits below the offer. Do you think the deal will proceed?

Upvote 3

Read Answer Asked by Margot on April 21, 2026