Investment Q&A

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 1

Read Answer Asked by Michael on July 08, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $26.91)
  • $26.91 Cap: $9.33B
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• Circle Internet Group Inc. Class A (CRCL $207.46)
  • $207.46 Cap: $45.75B
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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 3

Read Answer Asked by Lin on July 07, 2025

• Constellation Software Inc. (CSU $4,998.97)
  • $4,998.97 Fwd P/E: 104.75X Cap: $105.93B
  • View CSU Profile
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• Intact Financial Corporation (IFC $313.75)
  • $313.75 Fwd P/E: 25.22X Cap: $55.96B
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• BMO S&P 500 Index ETF (ZSP $93.11)
  • $93.11 Fwd P/E: 57.26X Cap: $16.33B
  • View ZSP Profile
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.09)
  • $43.09 Fwd P/E: 5.58X Cap: $14.04B
  • View XIC Profile
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• SPDR S&P 500 ETF Trust (SPY $620.68)
  • $620.68 Fwd P/E: 24.47X Cap: $638.36B
  • View SPY Profile
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• INVESCO QQQ Trust (QQQ $552.03)
  • $552.03 Fwd P/E: 29.05X Cap: $354.54B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $100.28)
  • $100.28 Fwd P/E: 72.62X Cap: $1.01B
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• Brookfield Corporation Class A Limited Voting Shares (BN $85.98)
  • $85.98 Fwd P/E: 228.36X Cap: $141.65B
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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 26

Read Answer Asked by Cheryl on July 04, 2025

• Aritzia Inc. Subordinate Voting Shares (ATZ $74.15)
  • $74.15 Fwd P/E: 41.82X Cap: $8.48B
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $27.23)
  • $27.23 Fwd P/E: 42.73X Cap: $2.85B
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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 $3.14)
  • $3.14 Fwd P/E: 43.29X Cap: $824M
  • View PNG Profile
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• Zedcor Inc. (ZDC $4.00)
  • $4.00 Fwd P/E: 108.38X Cap: $415M
  • View ZDC Profile
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• kneat.com inc. (KSI $5.65)
  • $5.65 Cap: $530M
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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 8

Read Answer Asked by Helen on July 03, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $26.91)
  • $26.91 Cap: $9.33B
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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 $181.20)
  • $181.20 Fwd P/E: 36.81X Cap: $282.04B
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• Constellation Brands Inc. (STZ $170.34)
  • $170.34 Cap: $30.02B
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• North West Company Inc. (The) (NWC $47.66)
  • $47.66 Fwd P/E: 17.02X Cap: $2.27B
  • View NWC Profile
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• Alimentation Couche-Tard Inc. (ATD $69.10)
  • $69.10 Fwd P/E: 18.6X Cap: $65.51B
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• Premium Brands Holdings Corporation (PBH $82.86)
  • $82.86 Fwd P/E: 31.73X Cap: $3.72B
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• British American Tobacco p.l.c. (BTI $48.66)
  • $48.66 Cap: $106.26B
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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 $64.02)
  • $64.02 Fwd P/E: 19.43X Cap: $32.11B
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• Capital Power Corporation (CPX $55.05)
  • $55.05 Fwd P/E: 11.66X Cap: $7.66B
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• Hydro One Limited (H $49.40)
  • $49.40 Fwd P/E: 24.03X Cap: $29.62B
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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 $166.87)
  • $166.87 Fwd P/E: 25.43X Cap: $83.88B
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• Nutrien Ltd. (NTR $83.02)
  • $83.02 Fwd P/E: 56.42X Cap: $40.47B
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• Linde plc (LIN $469.59)
  • $469.59 Fwd P/E: 34.54X Cap: $221.31B
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• ISHARES BITCOIN TR (IBIT $61.40)
  • $61.40 Cap: $75.05B
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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 6

Read Answer Asked by Karim on June 27, 2025

• Dollarama Inc. (DOL $189.46)
  • $189.46 Fwd P/E: 43.6X Cap: $52.93B
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• goeasy Ltd. (GSY $170.20)
  • $170.20 Fwd P/E: 11.17X Cap: $2.80B
  • View GSY Profile
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.00)
  • $127.00 Fwd P/E: 16.93X Cap: $1.51B
  • View HPS.A Profile
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• Zedcor Inc. (ZDC $4.00)
  • $4.00 Fwd P/E: 108.38X Cap: $415M
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• kneat.com inc. (KSI $5.65)
  • $5.65 Cap: $530M
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• WELL Health Technologies Corp. (WELL $4.23)
  • $4.23 Cap: $1.05B
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• Celestica Inc. (CLS $154.00)
  • $154.00 Fwd P/E: 45.53X Cap: $17.70B
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• Galaxy Digital Inc. Class A common stock (GLXY $26.91)
  • $26.91 Cap: $9.33B
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• Propel Holdings Inc. (PRL $38.30)
  • $38.30 Fwd P/E: 19.38X Cap: $1.48B
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• D2L Inc. Subordinate Voting Shares (DTOL $14.56)
  • $14.56 Fwd P/E: 21.36X Cap: $797M
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• Brookfield Corporation Class A Limited Voting Shares (BN $85.98)
  • $85.98 Fwd P/E: 228.36X Cap: $141.65B
  • View BN Profile
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• Luca Mining Corp. (LUCA $1.56)
  • $1.56 Cap: $377M
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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 $3.14)
  • $3.14 Fwd P/E: 43.29X Cap: $824M
  • View PNG Profile
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• Zedcor Inc. (ZDC $4.00)
  • $4.00 Fwd P/E: 108.38X Cap: $415M
  • View ZDC Profile
  • View Questions on ZDC
• Tantalus Systems Holding Inc. (GRID $3.35)
  • $3.35 Cap: $170M
  • View GRID Profile
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• Propel Holdings Inc. (PRL $38.30)
  • $38.30 Fwd P/E: 19.38X Cap: $1.48B
  • 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 $101.27)
  • $101.27 Fwd P/E: 10.41X Cap: $174.43B
  • View TD Profile
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• Bank of Nova Scotia (The) (BNS $75.01)
  • $75.01 Fwd P/E: 15.71X Cap: $93.42B
  • View BNS Profile
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• Enbridge Inc. (ENB $60.32)
  • $60.32 Fwd P/E: 22.51X Cap: $131.49B
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• Canadian Natural Resources Limited (CNQ $43.39)
  • $43.39 Fwd P/E: 12.26X Cap: $90.82B
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• Sun Life Financial Inc. (SLF $85.78)
  • $85.78 Fwd P/E: 16.12X Cap: $48.75B
  • View SLF Profile
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• Fortis Inc. (FTS $64.02)
  • $64.02 Fwd P/E: 19.43X Cap: $32.11B
  • View FTS Profile
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• North West Company Inc. (The) (NWC $47.66)
  • $47.66 Fwd P/E: 17.02X Cap: $2.27B
  • View NWC Profile
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  • View Reports on NWC
• Russel Metals Inc. (RUS $44.19)
  • $44.19 Fwd P/E: 16.88X Cap: $2.49B
  • View RUS Profile
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• Leon's Furniture Limited (LNF $27.06)
  • $27.06 Fwd P/E: 11.53X Cap: $1.84B
  • View LNF Profile
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• Hydro One Limited (H $49.40)
  • $49.40 Fwd P/E: 24.03X Cap: $29.62B
  • View H Profile
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• Dream Industrial Real Estate Investment Trust (DIR.UN $11.83)
  • $11.83 Fwd P/E: 27.79X Cap: $3.46B
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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 $11.41)
  • $11.41 Fwd P/E: 21.24X Cap: $287M
  • View FTG Profile
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• Kraken Robotics Inc. (PNG $3.14)
  • $3.14 Fwd P/E: 43.29X Cap: $824M
  • View PNG Profile
  • View Questions on PNG
• Tantalus Systems Holding Inc. (GRID $3.35)
  • $3.35 Cap: $170M
  • View GRID Profile
  • View Questions on GRID
• ACM Research Inc. (ACMR $27.98)
  • $27.98 Fwd P/E: 25.1X Cap: $1.78B
  • 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 $271.78)
  • $271.78 Fwd P/E: 37.29X Cap: $77.05B
  • View ECL Profile
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• NextEra Energy Inc. (NEE $74.75)
  • $74.75 Fwd P/E: 27.67X Cap: $153.88B
  • View NEE Profile
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• Fortis Inc. (FTS $64.02)
  • $64.02 Fwd P/E: 19.43X Cap: $32.11B
  • View FTS Profile
  • View Questions on FTS
• Agnico Eagle Mines Limited (AEM $166.87)
  • $166.87 Fwd P/E: 25.43X Cap: $83.88B
  • View AEM Profile
  • View Questions on AEM
• Hydro One Limited (H $49.40)
  • $49.40 Fwd P/E: 24.03X Cap: $29.62B
  • View H Profile
  • View Questions on H
• Linde plc (LIN $469.59)
  • $469.59 Fwd P/E: 34.54X Cap: $221.31B
  • 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

Q: Which 3 stocks from the growth portfolio would you consider for a RESP? Money mot needed for 10 years

Thanks

Upvote 9

Read Answer Asked on June 25, 2025

• Growth Portfolio (Growth)
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Q: Hi there - of all the names in your growth portfolio, which would be the top 5 in order that you’re most bullish on currently? Thanks!

Upvote 28

Read Answer Asked by Michael on June 25, 2025

• goeasy Ltd. (GSY $170.20)
  • $170.20 Fwd P/E: 11.17X Cap: $2.80B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• EQB Inc. (EQB $100.27)
  • $100.27 Fwd P/E: 10.26X Cap: $3.83B
  • View EQB Profile
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  • View Reports on EQB
• Galaxy Digital Inc. Class A common stock (GLXY $26.91)
  • $26.91 Cap: $9.33B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Coinbase Global Inc (COIN $357.10)
  • $357.10 Fwd P/E: 66.7X Cap: $90.95B
  • View COIN Profile
  • View Questions on COIN
• Robinhood Markets Inc. (HOOD $93.46)
  • $93.46 Fwd P/E: 53.94X Cap: $82.47B
  • View HOOD Profile
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• Propel Holdings Inc. (PRL $38.30)
  • $38.30 Fwd P/E: 19.38X Cap: $1.48B
  • View PRL Profile
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  • View Reports on PRL

Q: What do you believe has the higher probability of greater return- 10 yr Hold. Is there a name that you call out as an alternative to these?

Thx as always for the excellent service.

Upvote 16

Read Answer Asked by Chris on June 19, 2025

• WELL Health Technologies Corp. (WELL $4.23)
  • $4.23 Cap: $1.05B
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Q: Held forever! Starting to believe this is another Knight ?
Potential but goes nowhere!
Feel like a lost opportunity holding this company.
Comments.

Upvote 12

Read Answer Asked by Helen on June 19, 2025

• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $52.11)
  • $52.11 Fwd P/E: 14.74X Cap: $2.99B
  • View VDY Profile
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• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $31.88)
  • $31.88 Fwd P/E: 25.07X Cap: $1.41B
  • View XDIV Profile
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Q: Your thoughts please on replacing the income portfolio with xdiv or vdy. Long term performance of 5 years is much better on the ETFs.

Thx

Upvote 1

Read Answer Asked by blake on June 16, 2025

• kneat.com inc. (KSI $5.65)
  • $5.65 Cap: $530M
  • View KSI Profile
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Q: I just read your KSI report - thanks! I'm curious how you come to a B, when there are two B's and all other marks are above B.

Upvote 4

Read Answer Asked by Kim on June 13, 2025