Investment Q&A

• Dollarama Inc. (DOL $199.13)
  • $199.13 P/E (TTM): 43.73X Cap: $54.63B
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• Celestica Inc. (CLS $454.05)
  • $454.05 P/E (TTM): 46.74X Cap: $45.43B
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• Thomson Reuters Corporation (TRI $186.90)
  • $186.90 P/E (TTM): 34.94X Cap: $84.73B
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• TerraVest Industries Inc. (TVK $121.33)
  • $121.33 Cap: $2.60B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $160.75)
  • $160.75 P/E (TTM): 22.92X Cap: $1.91B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $108.23)
  • $108.23 P/E (TTM): 44.33X Cap: $12.21B
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• Propel Holdings Inc. (PRL $21.78)
  • $21.78 P/E (TTM): 9.72X Cap: $857M
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Q: I have the following small/mid caps in my portfolio. Can you rate them in term of potential growth in the next 3 years, starting with most preferred to least preferred?
High volatility is acceptable and I am not concerned about sector exposure.
Thank you very much.

ATZ
CLS
DOL
HPS.A
PRL
TRI
TVK

Upvote 13

Read Answer Asked by Anh on November 05, 2025

Q: Hello 5I,
The following 6 Canadian companies compose of 30% ish of my total stock portfolio.
I know weightings are personal but would YOU be able to comment if you see any problem with these concentrated positions? Too concentrated, need to spread them out more evenly? Missing some other critical holdings to complement the holdings?

CSU - 8.73%
BN - 8.29%
ATD - 5.12%
CP - 2.15%
X - 3.77%
CNQ - 1.63%
Total: 30% ish of portfolio

Upvote 3

Read Answer Asked by Anh on November 05, 2025

• Cargojet Inc. Common and Variable Voting Shares (CJT $76.43)
  • $76.43 P/E (TTM): 10.08X Cap: $1.14B
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Q: What are your thoughts about CJT most recent results? What are the prospects for this company going forward? Why is the stock falling so much?

Upvote 4

Read Answer Asked by Irwin on November 05, 2025

• Celestica Inc. (CLS $454.05)
  • $454.05 P/E (TTM): 46.74X Cap: $45.43B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.14)
  • $219.14 P/E (TTM): 83.48X Cap: $271.02B
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• Galaxy Digital Inc. Class A common stock (GLXY $34.97)
  • $34.97 Cap: $12.88B
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Q: A bit of a timely post here. But with stocks pulling back quite a bit the last 2 days, and tech stocks mostly leading that pullback. Some names have pulled back more than others. Of some of your favorite picks, LMN, GLXY, NBIS are down more than most. If you were adding funds today, what would be your top 3 picks to add to on this pullback (in the order you'd add)? Thx

Upvote 24

Read Answer Asked by Adam on November 04, 2025

• Philip Morris International Inc (PM $151.06)
  • $151.06 P/E (TTM): 28.07X Cap: $235.14B
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• Enbridge Inc. (ENB $66.78)
  • $66.78 P/E (TTM): 25.85X Cap: $145.66B
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• Brookfield Renewable Partners L.P. (BEP.UN $40.13)
  • $40.13 Cap: $26.40B
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• North West Company Inc. (The) (NWC $48.32)
  • $48.32 P/E (TTM): 17.07X Cap: $2.30B
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• BMO Canadian Dividend ETF (ZDV $26.60)
  • $26.60 P/E (TTM): 13.42X Cap: $1.34B
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• iShares S&P/TSX Composite High Dividend Index ETF (XEI $31.74)
  • $31.74 P/E (TTM): 4.66X Cap: $2.61B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.84)
  • $39.84 P/E (TTM): 14.68X Cap: $1.04B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $59.65)
  • $59.65 P/E (TTM): 5.99X Cap: $5.15B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $104.20)
  • $104.20 Cap: $2.25B
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• British American Tobacco p.l.c. (BTI $54.78)
  • $54.78 P/E (TTM): 31.08X Cap: $121.23B
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Q: I want to start drawing some yield income from my TFSA.
What would be your top 5 etf or stocks?Good yield,Low to Moderate risk.
Thankyou

Upvote 6

Read Answer Asked by Steve on November 04, 2025

• Miscellaneous (MISC)
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Q: cant acces your 3 ai stocks on the blog page only for new customers?

Upvote 4

Read Answer Asked by Denis on November 04, 2025

• Meta Platforms Inc. (META $613.05)
  • $613.05 P/E (TTM): 26.32X Cap: $1.49T
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• Booking Holdings Inc. (BKNG $4,875.37)
  • $4,875.37 P/E (TTM): 31.06X Cap: $153.69B
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• Constellation Software Inc. (CSU $3,382.96)
  • $3,382.96 P/E (TTM): 74.74X Cap: $69.75B
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Q: What would be a good entry point for these three high quality companies ?

Upvote 8

Read Answer Asked by Robbie on November 04, 2025

• MDA Space Ltd. (MDA $23.37)
  • $23.37 P/E (TTM): 26.75X Cap: $2.95B
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Q: Hi 5i,
I've owned MDA long enough to have done well by it. Now, however, since its vulnerability to events beyond its control has twice been demonstrated I have concluded that I'll sell and take my money and run, unless there is reasonable possibility that it too will be sold to a buyer in the space biz.
Knowing what you know about MDA and the universe it operates in, can I have your opinion as to whether or not MDA is or may be an attractive takeover target?
Thanks 5i,
Peter

Upvote 7

Read Answer Asked by Peter on November 03, 2025

• Groupe Dynamite Inc. Subordinate voting shares (GRGD $67.90)
  • $67.90 P/E (TTM): 53.8X Cap: $6.84B
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Q: Why the big decline over the past few days?


Sheldon

Upvote 2

Read Answer Asked by Sheldon on November 03, 2025

• Canadian National Railway Company (CNR $128.08)
  • $128.08 P/E (TTM): 17.79X Cap: $78.83B
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• Canadian Pacific Kansas City Limited (CP $98.71)
  • $98.71 P/E (TTM): 21.44X Cap: $88.92B
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Q: I am considering swapping CNR for CP. Do they have similar prospects and risk profiles?

Upvote 5

Read Answer Asked by Alex on November 03, 2025

• Adobe Inc. (ADBE $318.73)
  • $318.73 P/E (TTM): 20.79X Cap: $135.70B
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• Keyera Corp. (KEY $44.05)
  • $44.05 P/E (TTM): 33.04X Cap: $10.07B
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• Novo Nordisk A/S (NVO $44.97)
  • $44.97 P/E (TTM): 13.57X Cap: $363.68B
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• Orogen Royalties Inc. (OGN $2.35)
  • $2.35 P/E (TTM): 116.0X Cap: $137M
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• Propel Holdings Inc. (PRL $21.78)
  • $21.78 P/E (TTM): 9.72X Cap: $857M
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Q: I'm falling behind on these stocks. Please tell me , sell , hold or possibly buy more ? Thanks.

Upvote 8

Read Answer Asked by Frank on November 03, 2025

• iShares Russell 2000 Growth ETF (IWO $316.08)
  • $316.08 P/E (TTM): 22.39X Cap: $12.43B
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• INVESCO QQQ Trust (QQQ $605.16)
  • $605.16 P/E (TTM): 36.83X Cap: $395.80B
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Q: Hello, What would be your top 3 Canadian stocks at todays price to buy today for each account type (RRSP, TFSA, NON-REG). Also your top 2 ETF'S today for each account type.
Thank you and have a wonderful day

Upvote 9

Read Answer Asked by Xi on November 03, 2025

• Boyd Group Services Inc. (BYD $221.38)
  • $221.38 P/E (TTM): 208.48X Cap: $6.01B
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Q: Comments on the outlook for Byd after this big acquisition. How does this compare to the glass acquisition and will it have the same effect?

Thx

Upvote 3

Read Answer Asked by Kelly on November 03, 2025

• Kraken Robotics Inc. (PNG $5.39)
  • $5.39 P/E (TTM): 89.33X Cap: $1.65B
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• Galaxy Digital Inc. Class A common stock (GLXY $34.97)
  • $34.97 Cap: $12.88B
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Q: Good afternoon,

In light of the recent pullbacks from the all-time high for both, would you consider adding to the positions?

Also, what are you looking for in PNG earnings?

Thank you,

Upvote 6

Read Answer Asked by Nick on November 03, 2025

• Kroger Company (The) (KR $64.29)
  • $64.29 P/E (TTM): 21.31X Cap: $43.77B
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• Philip Morris International Inc (PM $151.06)
  • $151.06 P/E (TTM): 28.07X Cap: $235.14B
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• Loblaw Companies Limited (L $61.89)
  • $61.89 P/E (TTM): 7.79X Cap: $73.98B
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• North West Company Inc. (The) (NWC $48.32)
  • $48.32 P/E (TTM): 17.07X Cap: $2.30B
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• Premium Brands Holdings Corporation (PBH $90.47)
  • $90.47 P/E (TTM): 62.52X Cap: $4.10B
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• British American Tobacco p.l.c. (BTI $54.78)
  • $54.78 P/E (TTM): 31.08X Cap: $121.23B
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Q: Good morning;

I am doing some rebalancing of my portfolio. In light of my views on world events over the next 3-5 years I am looking for the top 3 "Consumer Defensive" stocks. I believe there to be risk in the US dollar over this period so would appreciate your recommendations on 3 Canadian and 3 American consumer defensive stocks and what makes them a consideration.

As always, thanks for your insights!

Upvote 6

Read Answer Asked by Dave on November 03, 2025

• Chipotle Mexican Grill Inc. (CMG $31.19)
  • $31.19 P/E (TTM): 27.99X Cap: $41.82B
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• Restaurant Brands International Inc. (QSR $98.59)
  • $98.59 P/E (TTM): 25.18X Cap: $45.21B
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Q: Good morning I would appreciate your opinion on QSR latest results. I just finished reading through and although growth seems slow it was heading in the right direction. I am wondering your opinion on the different segments (brands) and their push into international markets and BK revamp. Do you think this could be the start of expansion and the bet that Doyle can turn this business around like Dominos? I have been a long time holder and recently been wondering if i should sell and move on or stay the course. Thanks

Upvote 4

Read Answer Asked by Kolbi on November 03, 2025

• Largo Inc. (LGO $1.28)
  • $1.28 Cap: $105M
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.03)
  • $124.03 P/E (TTM): 16.79X Cap: $27.04B
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• Air Canada Voting and Variable Voting Shares (AC $18.45)
  • $18.45 Cap: $5.40B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.66)
  • $37.66 P/E (TTM): 100.47X Cap: $6.02B
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• Alamos Gold Inc. (AGI $48.60)
  • $48.60 P/E (TTM): 25.61X Cap: $20.44B
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• Pan American Silver Corp. (PAAS $55.20)
  • $55.20 P/E (TTM): 21.35X Cap: $21.85B
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• Quarterhill Inc. (QTRH $0.91)
  • $0.91 Cap: $107M
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• Cargojet Inc. Common and Variable Voting Shares (CJT $76.43)
  • $76.43 P/E (TTM): 10.08X Cap: $1.14B
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• Nutrien Ltd. (NTR $79.35)
  • $79.35 P/E (TTM): 45.89X Cap: $38.23B
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• WELL Health Technologies Corp. (WELL $3.94)
  • $3.94 Cap: $992M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.37)
  • $15.37 Cap: $2.09B
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• Pet Valu Holdings Ltd. (PET $28.54)
  • $28.54 P/E (TTM): 20.51X Cap: $1.96B
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Q: Hi, I own the companies mentioned above. Companies on unregistered account have been beaten down, what order would you sell them in or should some be held?

Thank you

Upvote 7

Read Answer Asked by jovan on October 31, 2025

• TFI International Inc. (TFII $118.86)
  • $118.86 P/E (TTM): 22.46X Cap: $9.77B
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Q: Bought small position in Feb. of this year (500 shs) @ $131.00. What are your thoughts on this company long-term?

Upvote 4

Read Answer Asked by James on October 31, 2025

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,401.14)
  • $2,401.14 P/E (TTM): 7.96X Cap: $51.25B
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• Constellation Software Inc. (CSU $3,382.96)
  • $3,382.96 P/E (TTM): 74.74X Cap: $69.75B
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• Celestica Inc. (CLS $454.05)
  • $454.05 P/E (TTM): 46.74X Cap: $45.43B
  • View CLS Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.14)
  • $219.14 P/E (TTM): 83.48X Cap: $271.02B
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• Topicus.com Inc. (TOI $125.34)
  • $125.34 P/E (TTM): 1047.94X Cap: $10.55B
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• Lumine Group Inc. (LMN $27.15)
  • $27.15 P/E (TTM): 101.24X Cap: $6.96B
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• Nvidia CDR (CAD Hedged) (NVDA $41.63)
  • $41.63 P/E (TTM): 60.84X Cap: $6.12T
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Q: Can you give me your latest thoughts on these 7 stocks along with good entry points c/w rating (out of 10) and also in what order to buy



Thanks for your great service

Upvote 18

Read Answer Asked by Terence on October 31, 2025

• MDA Space Ltd. (MDA $23.37)
  • $23.37 P/E (TTM): 26.75X Cap: $2.95B
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• Globalstar Inc. (GSAT $59.89)
  • $59.89 Cap: $7.66B
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Q: Does MDA have any contracts with GlobalStar ( proposed to be bought ) by Spacex ?

Your thoughts to add on this dip ?

Thanks

Upvote 6

Read Answer Asked by rajeev on October 30, 2025