Investment Q&A

Q: What does comms stand for in your market model?
Thanks

Upvote 2

Read Answer Asked by Mary on March 16, 2026

• Miscellaneous (MISC)
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Q: Can you please provide a brief commentary on how you think AI will evolve in the next 5 years (economy, labor market, possible deflation and change in economic model projected by some). I know its a hot topics that can fill books. I am just wondering about your insights. Thank you!

Upvote 11

Read Answer Asked by Pierre on March 16, 2026

• Methanex Corporation (MX $80.84)
  • $80.84 P/E (TTM): 18.44X Cap: $6.25B
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Q: What is driving the recent strength in MX share price? Do you see this momentum continuing and how far do you think it can realistically continue? What would end the upward trajectory? At what point would you consider it fully valued and would you exit your position?

Thanks for the great service.

Scott

Upvote 3

Read Answer Asked by Scott on March 16, 2026

Q: How much does a company like MDA have to pay annually to be on the TSX & the US stock exchange?

Is there one rate for all?

Thank you.

Upvote 5

Read Answer Asked by Ross on March 16, 2026

• Cameco Corporation (CCO $150.61)
  • $150.61 P/E (TTM): 119.83X Cap: $64.72B
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• Element Fleet Management Corp. (EFN $31.09)
  • $31.09 P/E (TTM): 22.8X Cap: $12.28B
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• Celestica Inc. (CLS $417.61)
  • $417.61 P/E (TTM): 40.38X Cap: $47.66B
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• EQB Inc. (EQB $110.37)
  • $110.37 P/E (TTM): 18.49X Cap: $4.04B
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• HIVE Digital Technologies Ltd. (HIVE $2.95)
  • $2.95 Cap: $712M
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• Haivision Systems Inc. (HAI $7.80)
  • $7.80 Cap: $213M
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• Topicus.com Inc. (TOI $95.14)
  • $95.14 P/E (TTM): 312.2X Cap: $12.48B
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• MDA Space Ltd. (MDA $38.45)
  • $38.45 P/E (TTM): 53.29X Cap: $5.09B
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• Telesat Corporation Common and Variable Voting Shares (TSAT $55.75)
  • $55.75 Cap: $1.93B
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• Electrovaya Inc. (ELVA $10.70)
  • $10.70 P/E (TTM): 76.9X Cap: $503M
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Q: How would you rank the listed names today for new TFSA additions?

Upvote 11

Read Answer Asked by Andrew on March 16, 2026

• MDA Space Ltd. (MDA $38.45)
  • $38.45 P/E (TTM): 53.29X Cap: $5.09B
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Q: Hi Peter
going to be listed in the US market , but pulled back
like to add to a pre-existing position
looking for an entry price to add
please give me a reasonable price to think about it
thanks
Michael

Upvote 7

Read Answer Asked by Michael on March 13, 2026

Q: If the situation in Middle East worsens and the stock market tanks……
In that situation, can you suggest 5-10 stocks to buy and hold for the long term.

Thanks

Upvote 25

Read Answer Asked by HARRY on March 13, 2026

• Canadian National Railway Company (CNR $140.69)
  • $140.69 P/E (TTM): 18.25X Cap: $85B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $67.38)
  • $67.38 P/E (TTM): 49.01X Cap: $7.41B
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• Finning International Inc. (FTT $88.10)
  • $88.10 P/E (TTM): 17.54X Cap: $11.40B
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• Nutrien Ltd. (NTR $105.91)
  • $105.91 P/E (TTM): 33.72X Cap: $51.09B
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• Royal Bank Of Canada (RY $162.50)
  • $162.50 P/E (TTM): 14.88X Cap: $226.98B
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Q: Looking for steady growth and a dividend. What order would you add today. Other ideas would also be appreciated.

Upvote 15

Read Answer Asked by Stephen on March 13, 2026

• Cameco Corporation (CCO $150.61)
  • $150.61 P/E (TTM): 119.83X Cap: $64.72B
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Q: Hello
with the war in Iran
and the situation re: oil tankers unable to get through the narrow Strait of H
how does it affect the price of gold and silver, if you think gold and silver will continue to go up with if inflation under or out of control and a weak US dollar
how does it affect Uranium stocks like CCO as a long term energy alternative
thanks
Michael

Upvote 9

Read Answer Asked by Michael on March 13, 2026

• Alimentation Couche-Tard Inc. (ATD $78.62)
  • $78.62 P/E (TTM): 21.11X Cap: $71.62B
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Q: Is this still worth holding? Contemplating on selling it and I investing the money on something a little more exciting like PNG.

Upvote 6

Read Answer Asked by Marco on March 12, 2026

• Celestica Inc. (CLS $417.61)
  • $417.61 P/E (TTM): 40.38X Cap: $47.66B
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• Kraken Robotics Inc. (PNG $9.03)
  • $9.03 P/E (TTM): 153.67X Cap: $2.80B
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Q: Kraken or Celestica. Two of your favorites. Best bet for capital appreciation over the next 2 to 3 years?

Upvote 8

Read Answer Asked by Jim on March 12, 2026

• Welltower Inc. (WELL $196.73)
  • $196.73 P/E (TTM): 139.29X Cap: $137.18B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $60.39)
  • $60.39 P/E (TTM): 29.17X Cap: $96.68B
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Q: I have held Welltower in my RRSP for several years, and it has appreciated very well. However, I am thinking I will sell it and use the proceeds to enter BAM (higher dividend and an opportune time to buy).
What is your current opinion of WELL?
Would you see this switch to BAM as favourable?

Upvote 6

Read Answer Asked by Mary on March 12, 2026

• WSP Global Inc. (WSP $221.86)
  • $221.86 P/E (TTM): 29.55X Cap: $29.32B
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• goeasy Ltd. (GSY $39.76)
  • $39.76 P/E (TTM): 2.83X Cap: $641M
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• 5N Plus Inc. (VNP $34.76)
  • $34.76 P/E (TTM): 40.79X Cap: $2.96B
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• TerraVest Industries Inc. (TVK $140.69)
  • $140.69 Cap: $3.01B
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• Teradyne Inc. (TER $323.36)
  • $323.36 P/E (TTM): 87.59X Cap: $50.11B
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• Monolithic Power Systems Inc. (MPWR $1,118.66)
  • $1,118.66 P/E (TTM): 83.76X Cap: $54.10B
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• HIVE Digital Technologies Ltd. (HIVE $2.95)
  • $2.95 Cap: $712M
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• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
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• Tantalus Systems Holding Inc. (GRID $4.42)
  • $4.42 Cap: $245M
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• Telesat Corporation Common and Variable Voting Shares (TSAT $55.75)
  • $55.75 Cap: $1.93B
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• Ouster Inc. (OUST $20.22)
  • $20.22 Cap: $1.29B
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• Firefly Aerospace Inc. (FLY $27.53)
  • $27.53 Cap: $3.71B
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Q: Hello Team, Can you please rank the above companies in order of what you think will give the best returns over the next couple of years. Thanks.

Upvote 21

Read Answer Asked by Kevin on March 12, 2026

• Alphabet Inc. (GOOG $289.59)
  • $289.59 P/E (TTM): 27.66X Cap: $3.51T
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• goeasy Ltd. (GSY $39.76)
  • $39.76 P/E (TTM): 2.83X Cap: $641M
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• RTX Corporation (RTX $195.00)
  • $195.00 P/E (TTM): 39.28X Cap: $261.11B
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Q: Would you say goeasy is a quality business on sale right now?

It is clear to me that this is a manufactured share price collapse for the purpose of gain to those in the know.


Would you suggest 10 Canadian blue chip type companies misvalued right now...with a view to generational wealth?

Upvote 27

Read Answer Asked by D on March 12, 2026

• AbbVie Inc. (ABBV $207.18)
  • $207.18 P/E (TTM): 86.83X Cap: $362.95B
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• Eli Lilly and Company (LLY $916.31)
  • $916.31 P/E (TTM): 39.68X Cap: $853.19B
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• Merck & Company Inc. (MRK $119.37)
  • $119.37 P/E (TTM): 15.89X Cap: $287.71B
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• NextEra Energy Inc. (NEE $91.16)
  • $91.16 P/E (TTM): 27.34X Cap: $190.89B
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• Fortis Inc. (FTS $76.48)
  • $76.48 P/E (TTM): 21.69X Cap: $38.48B
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• Cipher Pharmaceuticals Inc. (CPH $16.83)
  • $16.83 P/E (TTM): 18.17X Cap: $417M
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• Brookfield Infrastructure Partners L.P. (BIP.UN $49.14)
  • $49.14 P/E (TTM): 96.84X Cap: $22.52B
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• Hydro One Limited (H $57.40)
  • $57.40 P/E (TTM): 26.09X Cap: $34.24B
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Q: Good day. I own AbbVie and BIP.UN and am looking to get another stock in the sectors health and utility respectively, what would you recommend in US and Canada? I intend to hold for a long term

Upvote 10

Read Answer Asked by Robert on March 12, 2026

• Thomson Reuters Corporation (TRI $120.87)
  • $120.87 P/E (TTM): 27.6X Cap: $53.44B
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Q: Is the recent increase in TRI short postions a source of concern?

Upvote 4

Read Answer Asked by alex on March 11, 2026

Q: when will the Feb 2026 coverage update be available and would it be possible to add a market cap column?

Upvote 4

Read Answer Asked by Rob on March 11, 2026

• MDA Space Ltd. (MDA $38.45)
  • $38.45 P/E (TTM): 53.29X Cap: $5.09B
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Q: MDA announced that it will issue a new IPO. Wouldn't that dilute the share price? What is your opinion?

Thanks

Upvote 7

Read Answer Asked by Chant on March 11, 2026

• Canadian National Railway Company (CNR $140.69)
  • $140.69 P/E (TTM): 18.25X Cap: $85B
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• TFI International Inc. (TFII $147.34)
  • $147.34 P/E (TTM): 37.02X Cap: $11.85B
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Q: Greetings 5i, would you add to an existing position in TFI International or start a new position in Canadian National Railway? Would doing both provide good diversification in transports or would you look at something else? ? Thank you.

Upvote 6

Read Answer Asked by Barbara on March 11, 2026

• K-Bro Linen Inc. (KBL $35.54)
  • $35.54 P/E (TTM): 21.27X Cap: $462M
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• Leon's Furniture Limited (LNF $25.75)
  • $25.75 P/E (TTM): 16.44X Cap: $1.76B
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Q: How would you compare these two companies for growth and safety.?
Thank you

Upvote 1

Read Answer Asked by francois on March 11, 2026