Investment Q&A

Q: Everyone, what should you be not doing in today’s financial environment? Clayton

Upvote 14

Read Answer Asked by Clayton on April 28, 2025

• WSP Global Inc. (WSP $279.34)
  • $279.34 P/E (TTM): 45.36X Cap: $36.46B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Stantec Inc. (STN $153.23)
  • $153.23 P/E (TTM): 41.04X Cap: $17.47B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN

Q: Which is you're preference at this time for a new position in an RRSP ? Thank you.

Upvote 7

Read Answer Asked by Paul on April 28, 2025

• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $52.05)
  • $52.05 P/E (TTM): 30.44X Cap: $2.03B
  • View AND Profile
  • View Questions on AND
  • View Reports on AND

Q: Do you think the offer by UPS for AND will succeed? Is there an arbitrage opportunity currently as AND is trading at a price that is less than the offer price?

Upvote 1

Read Answer Asked by Robert on April 28, 2025

• Dollarama Inc. (DOL $174.88)
  • $174.88 P/E (TTM): 38.81X Cap: $48.33B
  • View DOL Profile
  • View Questions on DOL
• Celestica Inc. (CLS $341.62)
  • $341.62 P/E (TTM): 58.68X Cap: $39.29B
  • View CLS Profile
  • View Questions on CLS
• goeasy Ltd. (GSY $158.29)
  • $158.29 P/E (TTM): 9.63X Cap: $2.54B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.37)
  • $127.37 P/E (TTM): 20.32X Cap: $1.51B
  • View HPS.A Profile
  • View Questions on HPS.A
• Zedcor Inc. (ZDC $5.95)
  • $5.95 P/E (TTM): 350.0X Cap: $626M
  • View ZDC Profile
  • View Questions on ZDC
• kneat.com inc. (KSI $5.90)
  • $5.90 Cap: $560M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• WELL Health Technologies Corp. (WELL $5.19)
  • $5.19 Cap: $1.31B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Galaxy Digital Inc. Class A common stock (GLXY $55.13)
  • $55.13 Cap: $20.74B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Propel Holdings Inc. (PRL $25.46)
  • $25.46 P/E (TTM): 12.84X Cap: $992M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• D2L Inc. Subordinate Voting Shares (DTOL $17.60)
  • $17.60 P/E (TTM): 23.36X Cap: $965M
  • View DTOL Profile
  • View Questions on DTOL
  • View Reports on DTOL
• Brookfield Corporation Class A Limited Voting Shares (BN $60.29)
  • $60.29 P/E (TTM): 159.15X Cap: $135.27B
  • View BN Profile
  • View Questions on BN
• Luca Mining Corp. (LUCA $1.44)
  • $1.44 Cap: $382M
  • View LUCA Profile
  • View Questions on LUCA

Q: Hello Team,

Can you please rank the above Canadian Equities looking for best possible returns over the next 2-3 years. Thanks again!

Upvote 34

Read Answer Asked by Kevin on April 28, 2025

• Restaurant Brands International Inc. (QSR $93.62)
  • $93.62 P/E (TTM): 25.25X Cap: $42.49B
  • View QSR Profile
  • View Questions on QSR
• Premium Brands Holdings Corporation (PBH $95.79)
  • $95.79 P/E (TTM): 45.93X Cap: $4.27B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Leon's Furniture Limited (LNF $28.01)
  • $28.01 P/E (TTM): 12.19X Cap: $1.91B
  • View LNF Profile
  • View Questions on LNF
  • View Reports on LNF

Q: I have half positions of these three stocks: QSR, PBH, & LNF. PBH is underwater. Are these good stocks to own long term? They haven't really done much in the last few years. Or on this pullback, make them full positions for their div and possible future growth? Do you have other favourites in Consumer stocks? YOUR THOUGHTS PLEASE. Thanks.

Upvote 4

Read Answer Asked by Pat on April 28, 2025

• Magna International Inc. (MG $60.97)
  • $60.97 P/E (TTM): 10.6X Cap: $17.18B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Nutrien Ltd. (NTR $83.84)
  • $83.84 P/E (TTM): 199.96X Cap: $40.73B
  • View NTR Profile
  • View Questions on NTR
• AtkinsRéalis Group Inc. (ATRL $96.97)
  • $96.97 P/E (TTM): 6.9X Cap: $16.08B
  • View ATRL Profile
  • View Questions on ATRL

Q: In my TFSA I hold 25 diversified stocks. I am considering increasing two of the these three stocks to full position (ATRL, NTR or MG) for 2+ years hold. Which two would you suggest?
Thanks

Upvote 3

Read Answer Asked by Roy on April 28, 2025

• Aecon Group Inc. (ARE $24.38)
  • $24.38 P/E (TTM): 71.11X Cap: $1.53B
  • View ARE Profile
  • View Questions on ARE

Q: What is your view of ARE? Legacy projects are crushing earnings but otherwise things seem positive. Would this be a good time to step in or have there been too many disappointments?

Upvote 1

Read Answer Asked by Curtis on April 25, 2025

• Eli Lilly and Company (LLY $833.49)
  • $833.49 P/E (TTM): 55.91X Cap: $788.86B
  • View LLY Profile
  • View Questions on LLY
• WSP Global Inc. (WSP $279.34)
  • $279.34 P/E (TTM): 45.36X Cap: $36.46B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Novo Nordisk A/S (NVO $56.93)
  • $56.93 P/E (TTM): 16.5X Cap: $363.68B
  • View NVO Profile
  • View Questions on NVO

Q: Any reason for big sale on Wsp? Is there any reason not to add to it. I have a very small position in NVO . Which has become smaller..is there any reason to add to it?or would you consider selling it and buying Lly instead. Thanks. Shyam

Upvote 4

Read Answer Asked by Shyam on April 25, 2025

• TFI International Inc. (TFII $121.18)
  • $121.18 P/E (TTM): 21.25X Cap: $10.06B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: Very curious about your response yesterday on TFI International when you stated "Backhaul is really bad, but this is also a tariff situation (nothing is coming back to Canada)." What would these truckers normally haul back to Canada i.e. industrial or consumer products? Just curious if the Canadian sentiment to avoid buying US goods is having an impact.

Upvote 4

Read Answer Asked by Brendon on April 25, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.29)
  • $124.29 P/E (TTM): 16.78X Cap: $27.88B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Dollarama Inc. (DOL $174.88)
  • $174.88 P/E (TTM): 38.81X Cap: $48.33B
  • View DOL Profile
  • View Questions on DOL
• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.0X Cap: $5.14B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• goeasy Ltd. (GSY $158.29)
  • $158.29 P/E (TTM): 9.63X Cap: $2.54B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• TerraVest Industries Inc. (TVK $137.00)
  • $137.00 Cap: $2.97B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Endeavour Mining plc Ordinary Shares (EDV $58.03)
  • $58.03 P/E (TTM): 70.14X Cap: $14B
  • View EDV Profile
  • View Questions on EDV
• Celestica Inc. (CLS $243.72)
  • $243.72 P/E (TTM): 58.68X Cap: $30.04B
  • View CLS Profile
  • View Questions on CLS
• Sun Life Financial Inc. (SLF $61.58)
  • $61.58 P/E (TTM): 15.59X Cap: $34.96B
  • View SLF Profile
  • View Questions on SLF
• MDA Space Ltd. (MDA $36.06)
  • $36.06 P/E (TTM): 42.32X Cap: $4.50B
  • View MDA Profile
  • View Questions on MDA

Q: I have some money to invest. Could you please let me know, in order of best stocks to buy.

Upvote 18

Read Answer Asked by Dorothy on April 25, 2025

• Canadian National Railway Company (CNR $132.24)
  • $132.24 P/E (TTM): 18.45X Cap: $82.54B
  • View CNR Profile
  • View Questions on CNR

Q: Would you be picking up cnr right now and if so what would be an optimal price?
Steve

Upvote 7

Read Answer Asked by steven on April 25, 2025

• TFI International Inc. (TFII $121.18)
  • $121.18 P/E (TTM): 21.25X Cap: $10.06B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: I was expecting TFII to have a rough day today after missing their target numbers. But it's up (nice surprise), What's happening? How did the call go. Were there some encouraging developments discussed?

Upvote 6

Read Answer Asked on April 24, 2025

• Vitalhub Corp. (VHI $10.87)
  • $10.87 P/E (TTM): 132.59X Cap: $609M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• WELL Health Technologies Corp. (WELL $5.19)
  • $5.19 Cap: $1.31B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Galaxy Digital Inc. Class A common stock (GLXY $55.13)
  • $55.13 Cap: $20.74B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Propel Holdings Inc. (PRL $25.46)
  • $25.46 P/E (TTM): 12.84X Cap: $992M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: I'm thinking of exiting WELL for something that will be growthier if the markets continue to recover. I have VHI, GLXY and PRL in the Canadian side of my TFSA. Can you suggest a Canadian Growthy stock regardless of sector?
Thanks!

Upvote 14

Read Answer Asked by Kim on April 24, 2025

• Bank of America Corporation (BAC $48.65)
  • $48.65 P/E (TTM): 14.6X Cap: $360.34B
  • View BAC Profile
  • View Questions on BAC
• ConocoPhillips (COP $87.64)
  • $87.64 P/E (TTM): 12.31X Cap: $109.45B
  • View COP Profile
  • View Questions on COP
• Chevron Corporation (CVX $148.90)
  • $148.90 P/E (TTM): 19.52X Cap: $302.15B
  • View CVX Profile
  • View Questions on CVX
• JPMorgan Chase & Co. (JPM $300.89)
  • $300.89 P/E (TTM): 15.67X Cap: $827.37B
  • View JPM Profile
  • View Questions on JPM
• Prudential Financial Inc. (PRU $99.13)
  • $99.13 P/E (TTM): 22.59X Cap: $34.89B
  • View PRU Profile
  • View Questions on PRU
• Exxon Mobil Corporation (XOM $110.73)
  • $110.73 P/E (TTM): 16.04X Cap: $472.06B
  • View XOM Profile
  • View Questions on XOM

Q: Hi group presently holding 20%in cash (wait or start nibbling now). Light on both Cad /Us financials so can you give me you top 3 (in order of preference) in both US and Cad. Also light on gold and energy same analysis please. Thanks for all your guidance it is much appreciated.

Upvote 8

Read Answer Asked by Terence on April 24, 2025

• Canadian National Railway Company (CNR $132.24)
  • $132.24 P/E (TTM): 18.45X Cap: $82.54B
  • View CNR Profile
  • View Questions on CNR
• Dollarama Inc. (DOL $174.88)
  • $174.88 P/E (TTM): 38.81X Cap: $48.33B
  • View DOL Profile
  • View Questions on DOL

Q: Getting very impatient with this story- more downgrades today - understanding that it is a bit apples /oranges - switch to DOL for growth over next 3 -5 yrs?

Upvote 7

Read Answer Asked by Scott on April 24, 2025

• TFI International Inc. (TFII $121.18)
  • $121.18 P/E (TTM): 21.25X Cap: $10.06B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: Thoughts on recent earning. Down already over 30 percent this year, I’m wondering if it’s time to get out and search new opportunities. The tariff treat remains and economic downturn risk remains. What are your views on holder or exiting this position for other opportunities.

Upvote 7

Read Answer Asked by Gerry on April 24, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.37)
  • $127.37 P/E (TTM): 20.32X Cap: $1.51B
  • View HPS.A Profile
  • View Questions on HPS.A
• Boyd Group Services Inc. (BYD $219.07)
  • $219.07 P/E (TTM): 433.41X Cap: $4.70B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: I know they are different industries but which would you prefer for a 3 year hold?

Upvote 4

Read Answer Asked by Andre on April 23, 2025

• Suncor Energy Inc. (SU $55.28)
  • $55.28 P/E (TTM): 12.16X Cap: $67.06B
  • View SU Profile
  • View Questions on SU
• BCE Inc. (BCE $33.46)
  • $33.46 P/E (TTM): 71.48X Cap: $31.20B
  • View BCE Profile
  • View Questions on BCE
• TC Energy Corporation (TRP $73.93)
  • $73.93 P/E (TTM): 18.11X Cap: $76.83B
  • View TRP Profile
  • View Questions on TRP
• Dollarama Inc. (DOL $174.88)
  • $174.88 P/E (TTM): 38.81X Cap: $48.33B
  • View DOL Profile
  • View Questions on DOL
• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.0X Cap: $5.14B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Brookfield Infrastructure Partners L.P. (BIP.UN $48.11)
  • $48.11 P/E (TTM): 1151.44X Cap: $22.18B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.37)
  • $127.37 P/E (TTM): 20.32X Cap: $1.51B
  • View HPS.A Profile
  • View Questions on HPS.A
• Royal Bank Of Canada (RY $143.64)
  • $143.64 P/E (TTM): 15.42X Cap: $201.62B
  • View RY Profile
  • View Questions on RY

Q: I need to liquidate a portion of a portfolio holding the 8 stocks listed. Can you please rank them in the order you would sell (first to last) based on potential for total return over the next 3-4 years?

Upvote 7

Read Answer Asked by Chris on April 23, 2025

• Balanced Equity Portfolio (BEPORT)
  • View BEPORT Profile
  • View Questions on BEPORT
  • View Reports on BEPORT

Q: Hi, I have my own spreadsheet to split my portfolio by sectors. Where would you put Preferred shares? In the same sector as the issuer or in a special category? Cash/GIC, Mutual Funds and broad-sector ETFs have their own ‘columns’. Thanks again.

Upvote 2

Read Answer Asked by Denise on April 23, 2025

• TFI International Inc. (TFII $121.18)
  • $121.18 P/E (TTM): 21.25X Cap: $10.06B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: Can you comment on class action announced yesterday against TFII. Serious? Implications?

Upvote 1

Read Answer Asked on April 23, 2025