Investment Q&A

• Kraken Robotics Inc. (PNG $3.49)
  • $3.49 Fwd P/E: 49.86X Cap: $916M
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• Zedcor Inc. (ZDC $4.01)
  • $4.01 Fwd P/E: 108.92X Cap: $418M
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Q: Good Morning
Your company seems very high on these 2 companies. I have done some research on both but can only invest in one.
Of the two Zedcor and Kracken robotics which would you choose to put in your TFSA and why.

Thks
Marcel

Upvote 1

Read Answer Asked by Marcel on July 14, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $29.26)
  • $29.26 Cap: $9.79B
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• Coinbase Global Inc (COIN $392.90)
  • $392.90 Fwd P/E: 72.56X Cap: $98.58B
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• Robinhood Markets Inc. (HOOD $99.55)
  • $99.55 Fwd P/E: 56.19X Cap: $86.78B
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• Fidelity Advantage Bitcoin ETF (FBTC $54.11)
  • $54.11 Cap: $818M
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• ISHARES BITCOIN TR (IBIT $68.02)
  • $68.02 Cap: $82.15B
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• Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $104.51)
  • $104.51 Cap: $22.35B
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• ISHARES ETHEREUM T (ETHA $22.70)
  • $22.70 Cap: $5.26B
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• 3iQ Solana Staking ETF (SOLQ $17.67)
  • $17.67 Cap: $153M
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Q: I would like to start a position in the crypto/blockchain space of approximately 5% in my portfolio. How do you best envision me achieving this goal?

Upvote 7

Read Answer Asked by philip on July 10, 2025

• Toronto-Dominion Bank (The) (TD $101.34)
  • $101.34 Fwd P/E: 10.31X Cap: $173.43B
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• Bank of Nova Scotia (The) (BNS $74.72)
  • $74.72 Fwd P/E: 15.65X Cap: $93B
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• Bank of Montreal (BMO $155.69)
  • $155.69 Fwd P/E: 13.8X Cap: $112.39B
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• Canadian Imperial Bank Of Commerce (CM $99.09)
  • $99.09 Fwd P/E: 12.46X Cap: $93.45B
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• National Bank of Canada (NA $140.95)
  • $140.95 Fwd P/E: 13.41X Cap: $55.12B
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• Royal Bank Of Canada (RY $131.67)
  • $131.67 Fwd P/E: 19.5X Cap: $185.72B
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Q: Wondering you thoughts on the Canadian banks. I currently hold TD and CBIL.

Upvote 5

Read Answer Asked by Dale on July 08, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $29.26)
  • $29.26 Cap: $9.79B
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• Core Scientific Inc. (CORZ $13.37)
  • $13.37 Cap: $3.72B
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• CoreWeave Inc. (CRWV $132.85)
  • $132.85 Cap: $60.40B
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Q: Does yesterdays deal between Coreweave and Core Scientific have any impact on the deal Coreweave has with GLXY do you guess? While your in guessing mode, any thoughts what GLXY is going to do with that warchest they just raised?

Upvote 3

Read Answer Asked by Charles on July 08, 2025

• WELL Health Technologies Corp. (WELL $4.75)
  • $4.75 Cap: $1.16B
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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 6

Read Answer Asked on July 08, 2025

• WELL Health Technologies Corp. (WELL $4.75)
  • $4.75 Cap: $1.16B
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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

Q: Hello Peter
the TSX has gained around 20% since around Jan this year
I am a retired investor , so worrying about a pull back
I follow your stocks in the income and balance portfolio

in regarding to the stocks in the balance portfolio, can you name 3 to 4 stocks that
are of high valuation that I should be cautious about in case of a market pull back?
thanks
Michael

Upvote 9

Read Answer Asked by Michael on July 08, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $29.26)
  • $29.26 Cap: $9.79B
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• Circle Internet Group Inc. Class A (CRCL $200.35)
  • $200.35 Cap: $41.31B
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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

• Constellation Software Inc. (CSU $4,959.22)
  • $4,959.22 Fwd P/E: 102.3X Cap: $103.58B
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• Intact Financial Corporation (IFC $308.04)
  • $308.04 Fwd P/E: 25.01X Cap: $55.18B
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• BMO S&P 500 Index ETF (ZSP $93.91)
  • $93.91 Fwd P/E: 57.26X Cap: $16.43B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.36)
  • $43.36 Fwd P/E: 5.58X Cap: $14.05B
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• SPDR S&P 500 ETF Trust (SPY $624.53)
  • $624.53 Fwd P/E: 24.47X Cap: $641.38B
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• INVESCO QQQ Trust (QQQ $556.04)
  • $556.04 Fwd P/E: 29.05X Cap: $355.93B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $101.26)
  • $101.26 Fwd P/E: 72.62X Cap: $1.02B
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• Brookfield Corporation Class A Limited Voting Shares (BN $87.36)
  • $87.36 Fwd P/E: 225.72X Cap: $142.31B
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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 $73.17)
  • $73.17 Fwd P/E: 42.45X Cap: $8.59B
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $28.49)
  • $28.49 Fwd P/E: 46.1X Cap: $3.08B
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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 $3.49)
  • $3.49 Fwd P/E: 49.86X Cap: $916M
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• Zedcor Inc. (ZDC $4.01)
  • $4.01 Fwd P/E: 108.92X Cap: $418M
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• kneat.com inc. (KSI $6.00)
  • $6.00 Cap: $566M
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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 12

Read Answer Asked by Helen on July 03, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $29.26)
  • $29.26 Cap: $9.79B
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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 $180.52)
  • $180.52 Fwd P/E: 37.02X Cap: $280.03B
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• Constellation Brands Inc. (STZ $164.41)
  • $164.41 Cap: $30.35B
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• North West Company Inc. (The) (NWC $48.03)
  • $48.03 Fwd P/E: 16.89X Cap: $2.27B
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• Alimentation Couche-Tard Inc. (ATD $68.80)
  • $68.80 Fwd P/E: 18.46X Cap: $65.06B
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• Premium Brands Holdings Corporation (PBH $82.52)
  • $82.52 Fwd P/E: 31.49X Cap: $3.73B
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• British American Tobacco p.l.c. (BTI $51.34)
  • $51.34 Cap: $112.32B
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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 $64.64)
  • $64.64 Fwd P/E: 19.52X Cap: $32.40B
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• Capital Power Corporation (CPX $58.66)
  • $58.66 Fwd P/E: 12.3X Cap: $7.99B
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• Hydro One Limited (H $49.24)
  • $49.24 Fwd P/E: 24.18X Cap: $29.48B
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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 $163.86)
  • $163.86 Fwd P/E: 25.53X Cap: $82.44B
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• Nutrien Ltd. (NTR $83.29)
  • $83.29 Fwd P/E: 57.06X Cap: $40.67B
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• Linde plc (LIN $468.42)
  • $468.42 Fwd P/E: 34.05X Cap: $220.94B
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• ISHARES BITCOIN TR (IBIT $68.02)
  • $68.02 Cap: $82.15B
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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 $191.24)
  • $191.24 Fwd P/E: 43.39X Cap: $52.69B
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• goeasy Ltd. (GSY $171.43)
  • $171.43 Fwd P/E: 11.15X Cap: $2.79B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $119.03)
  • $119.03 Fwd P/E: 15.8X Cap: $1.41B
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• Zedcor Inc. (ZDC $4.01)
  • $4.01 Fwd P/E: 108.92X Cap: $418M
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• kneat.com inc. (KSI $6.00)
  • $6.00 Cap: $566M
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• WELL Health Technologies Corp. (WELL $4.75)
  • $4.75 Cap: $1.16B
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• Celestica Inc. (CLS $161.42)
  • $161.42 Fwd P/E: 46.07X Cap: $18.51B
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• Galaxy Digital Inc. Class A common stock (GLXY $29.26)
  • $29.26 Cap: $9.79B
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• Propel Holdings Inc. (PRL $37.11)
  • $37.11 Fwd P/E: 18.57X Cap: $1.41B
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• D2L Inc. Subordinate Voting Shares (DTOL $15.02)
  • $15.02 Fwd P/E: 21.1X Cap: $805M
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• Brookfield Corporation Class A Limited Voting Shares (BN $87.36)
  • $87.36 Fwd P/E: 225.72X Cap: $142.31B
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• Luca Mining Corp. (LUCA $1.53)
  • $1.53 Cap: $415M
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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 $3.49)
  • $3.49 Fwd P/E: 49.86X Cap: $916M
  • View PNG Profile
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• Zedcor Inc. (ZDC $4.01)
  • $4.01 Fwd P/E: 108.92X Cap: $418M
  • View ZDC Profile
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• Tantalus Systems Holding Inc. (GRID $3.35)
  • $3.35 Cap: $178M
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• Propel Holdings Inc. (PRL $37.11)
  • $37.11 Fwd P/E: 18.57X Cap: $1.41B
  • View PRL Profile
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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 $101.34)
  • $101.34 Fwd P/E: 10.31X Cap: $173.43B
  • View TD Profile
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• Bank of Nova Scotia (The) (BNS $74.72)
  • $74.72 Fwd P/E: 15.65X Cap: $93B
  • View BNS Profile
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  • View Reports on BNS
• Enbridge Inc. (ENB $61.86)
  • $61.86 Fwd P/E: 22.54X Cap: $132.91B
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• Canadian Natural Resources Limited (CNQ $43.54)
  • $43.54 Fwd P/E: 12.3X Cap: $91.91B
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• Sun Life Financial Inc. (SLF $85.97)
  • $85.97 Fwd P/E: 15.54X Cap: $48.31B
  • View SLF Profile
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• Fortis Inc. (FTS $64.64)
  • $64.64 Fwd P/E: 19.52X Cap: $32.40B
  • View FTS Profile
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• North West Company Inc. (The) (NWC $48.03)
  • $48.03 Fwd P/E: 16.89X Cap: $2.27B
  • View NWC Profile
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  • View Reports on NWC
• Russel Metals Inc. (RUS $44.72)
  • $44.72 Fwd P/E: 16.74X Cap: $2.49B
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• Leon's Furniture Limited (LNF $28.07)
  • $28.07 Fwd P/E: 12.03X Cap: $1.90B
  • View LNF Profile
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• Hydro One Limited (H $49.24)
  • $49.24 Fwd P/E: 24.18X Cap: $29.48B
  • View H Profile
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• Dream Industrial Real Estate Investment Trust (DIR.UN $11.91)
  • $11.91 Fwd P/E: 27.35X Cap: $3.43B
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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 20

Read Answer Asked by Frank on June 25, 2025

• Firan Technology Group Corporation (FTG $11.53)
  • $11.53 Fwd P/E: 21.65X Cap: $294M
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• Kraken Robotics Inc. (PNG $3.49)
  • $3.49 Fwd P/E: 49.86X Cap: $916M
  • View PNG Profile
  • View Questions on PNG
• Tantalus Systems Holding Inc. (GRID $3.35)
  • $3.35 Cap: $178M
  • View GRID Profile
  • View Questions on GRID
• ACM Research Inc. (ACMR $28.97)
  • $28.97 Fwd P/E: 25.78X Cap: $1.82B
  • View ACMR Profile
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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 9

Read Answer Asked by jim on June 25, 2025

• Ecolab Inc. (ECL $268.15)
  • $268.15 Fwd P/E: 36.32X Cap: $75.68B
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• NextEra Energy Inc. (NEE $75.11)
  • $75.11 Fwd P/E: 27.87X Cap: $153.16B
  • View NEE Profile
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• Fortis Inc. (FTS $64.64)
  • $64.64 Fwd P/E: 19.52X Cap: $32.40B
  • View FTS Profile
  • View Questions on FTS
• Agnico Eagle Mines Limited (AEM $163.86)
  • $163.86 Fwd P/E: 25.53X Cap: $82.44B
  • View AEM Profile
  • View Questions on AEM
• Hydro One Limited (H $49.24)
  • $49.24 Fwd P/E: 24.18X Cap: $29.48B
  • View H Profile
  • View Questions on H
• Linde plc (LIN $468.42)
  • $468.42 Fwd P/E: 34.05X Cap: $220.94B
  • View LIN Profile
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Q: Based on your reply to my last post, can you name 2-3 utilities and 2-3 material investments worth looking into regardless of location (US/CAN/Other).

Thank you for the incredible insights. Have a great day!

Upvote 7

Read Answer Asked by Don on June 25, 2025