Investment Q&A

• NVIDIA Corporation (NVDA $198.45)
  • $198.45 P/E (TTM): 40.5X Cap: $4.82T
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• Sandisk Corporation (SNDK $1,187.00)
  • $1,187.00 Cap: $175.20B
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• Eldorado Gold Corporation (ELD $40.53)
  • $40.53 P/E (TTM): 11.81X Cap: $8.05B
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• Celestica Inc. (CLS $569.51)
  • $569.51 P/E (TTM): 57.39X Cap: $65.47B
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• New Gold Inc. (NGD $12.16)
  • $12.16 P/E (TTM): 27.04X Cap: $9.62B
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• IAMGOLD Corporation (IMG $22.56)
  • $22.56 P/E (TTM): 14.3X Cap: $13.13B
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• Stingray Group Inc. Subordinate Voting Shares (RAY.A)
  • P/E (TTM): 22.49X Cap: $1.14B
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• Shift4 Payments Inc. Class A (FOUR $45.21)
  • $45.21 P/E (TTM): 64.68X Cap: $3.58B
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• Rocket Companies Inc. Class A (RKT $14.64)
  • $14.64 Cap: $41.41B
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Q: Could you please list some companies that are growing earnings by at least 20% expected for each of the next two years with decent certainty, that have 2026 PEG <1?

Upvote 10

Read Answer Asked by Kel on November 18, 2025

• Mattr Corp. (MATR $9.53)
  • $9.53 P/E (TTM): 12.71X Cap: $584M
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Q: Quite a reaction to the latest earnings report. Seems a bit overdone, is this an entry opportunity?

Upvote 3

Read Answer Asked by Jim on November 17, 2025

• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.88X Cap: $51.74B
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• FirstService Corporation (FSV $179.90)
  • $179.90 P/E (TTM): 41.13X Cap: $8.26B
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• goeasy Ltd. (GSY $32.54)
  • $32.54 P/E (TTM): 2.37X Cap: $540M
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• Lumine Group Inc. (LMN $20.64)
  • $20.64 P/E (TTM): 34.68X Cap: $5.29B
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Q: I am down in all these stocks recently.
If you had to pick 10 stocks to DCA today, in what order would you buy them? I am planning to DCA slowly.

Are any of them obvious sells that could use to DCA Into others.

I am looking to hold 2-3 years. Thanks

FSV -11.5%
KSI -16%
MDA -30%
DSG -15%
GSY -30%
BKSY -20%
COIN -14%
ETHA -14%
GLXY -13%
CSU -17%
LMN -17%
DUOL -35%
EQB -9%
KRMN -13%
PPX -34%
TRI - 14%
VHI -14%
CRM -20%
KSI - 13%

Upvote 22

Read Answer Asked by V on November 12, 2025

• Kits Eyecare Ltd. (KITS $14.25)
  • $14.25 P/E (TTM): 142.5X Cap: $484M
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Q: Your thoughts on the latest quarter,I know your not a fan of averaging down but do you think for a 1-2 year hold this company potential to get back to its recent highs.Basically is their also much growth in their future,thanks

Upvote 3

Read Answer Asked by Greg on November 12, 2025

• Chemtrade Logistics Income Fund (CHE.UN $17.30)
  • $17.30 P/E (TTM): 14.18X Cap: $1.97B
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Q: its been awhile since anything has been reported on Chemtrade ?
What do you make of its recent earnings?

the sectors that they are involved in look quite positive .

Thanks
Cal

Upvote 3

Read Answer Asked by cal on November 10, 2025

• CAE Inc. (CAE $35.15)
  • $35.15 P/E (TTM): 30.04X Cap: $11.31B
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• Magellan Aerospace Corporation (MAL $25.16)
  • $25.16 P/E (TTM): 36.46X Cap: $1.43B
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• Kraken Robotics Inc. (PNG $7.45)
  • $7.45 Cap: $2.28B
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• MDA Space Ltd. (MDA $42.00)
  • $42.00 P/E (TTM): 50.0X Cap: $5.82B
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Q: It is my understanding that the budget move to more fully fund the Canadian military will require a massive spending push. What companies will benefit most? I expect for US based companies this would barely move the needle since their baseline US business will eclipse our spending? Are there Canadian companies that could sharply benefit? Also non-US companies if there is more appetite to avoid American during the tariff / trade tensions?

Thanks!

Upvote 6

Read Answer Asked by Marilou on November 10, 2025

• Sylogist Ltd. (SYZ $4.03)
  • $4.03 Cap: $94M
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Q: I know this isn’t your favorite stock but what are your thoughts on the latest earnings report and is there anything in there that changes your mind on the company

Upvote 2

Read Answer Asked by Sandy on November 10, 2025

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $141.09)
  • $141.09 P/E (TTM): 50.72X Cap: $7.21B
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Q: Could you comment on Collier's earnings? Can you explain their 3 growth engines and separate the % they generate ? Thanks

Upvote 2

Read Answer Asked by jean on November 05, 2025

• Topicus.com Inc. (TOI $96.31)
  • $96.31 P/E (TTM): 301.24X Cap: $12.46B
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Q: Your thoughts on Topicus quarter, please. Do you expect the market reaction to be better than Lumine ?

Thank You

Upvote 13

Read Answer Asked by rajeev on November 04, 2025

• Exact Sciences Corporation (EXAS)
  • Cap: $20.02B
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• CRISPR Therapeutics AG (CRSP $51.63)
  • $51.63 Cap: $4.97B
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• nVent Electric plc (NVT $158.92)
  • $158.92 P/E (TTM): 22.77X Cap: $25.69B
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• Shift4 Payments Inc. Class A (FOUR $45.21)
  • $45.21 P/E (TTM): 64.68X Cap: $3.58B
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• Upstart Holdings Inc. (UPST $32.74)
  • $32.74 P/E (TTM): 77.95X Cap: $3.13B
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• Nextpower Inc. (NXT $119.93)
  • $119.93 P/E (TTM): 30.67X Cap: $17.80B
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• Karman Holdings Inc. (KRMN $65.73)
  • $65.73 P/E (TTM): 505.62X Cap: $8.71B
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Q: How would you rank the listed companies at current levels for new positions in a growth oriented portfolio?

Upvote 5

Read Answer Asked by Andrew on November 04, 2025

• Miscellaneous (MISC)
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Q: Hi there - if you were entering into a single stock competition with just one stock to hold for the next 5 to 10 years, which would it be? One for Canada and one for the US, as a "Finals" and then between the two - which would be the single best stock as your selection? Thanks!

Upvote 27

Read Answer Asked by Michael on November 03, 2025

• Oracle Corporation (ORCL $171.83)
  • $171.83 P/E (TTM): 30.85X Cap: $494.19B
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• BlackSky Technology Inc. Class A (BKSY $35.55)
  • $35.55 Cap: $1.31B
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• Sportradar Group AG (SRAD $13.26)
  • $13.26 Cap: $4.13B
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Q: Going into earnings what are your thoughts on how BKSY, SRAD and ORCL are performing? How is your confidence in these names moving forward?

Upvote 5

Read Answer Asked by Mark on November 03, 2025

• RB Global Inc. (RBA $142.72)
  • $142.72 P/E (TTM): 52.08X Cap: $26.50B
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Q: Any thoughts on the recent weakness in RBA?

Upvote 2

Read Answer Asked by Doug on October 22, 2025

• Canada Packers Inc. (CPKR $18.56)
  • $18.56 Cap: $551M
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Q: The recent spin off has created CPKR. This stock started trading over $17 a couple of days ago. Today it was trading under $14.

Can you please provide us with your insights with respect to this stock going forward. Is it suitable for a conservative investor.
Would you consider today’s closing of $14.40 as an attractive buying level ?
Thank you as always for your insight.

Upvote 5

Read Answer Asked by Terry on October 14, 2025

• Zedcor Inc. (ZDC $6.47)
  • $6.47 P/E (TTM): 323.5X Cap: $717M
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Q: Could you comment on Zedcor's moat and if it is at risk of being disrupted? Is there a 5i research report on Zedcor? Thank you!

Upvote 12

Read Answer Asked by Douglas A. on October 10, 2025

• Canada Packers Inc. (CPKR $18.56)
  • $18.56 Cap: $551M
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Q: What are your thoughts on the new spinoff? It got hit badly on the first day of trading but that may provide an opportunity.

Upvote 4

Read Answer Asked by Murray on October 03, 2025

• TFI International Inc. (TFII $193.46)
  • $193.46 P/E (TTM): 49.05X Cap: $15.89B
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• TerraVest Industries Inc. (TVK $134.59)
  • $134.59 Cap: $2.91B
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• Zedcor Inc. (ZDC $6.47)
  • $6.47 P/E (TTM): 323.5X Cap: $717M
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Q: I've held TFII for many years and it's treated me very well. But not so lately. When do you see turnaround? What might the stock be worth in 6 months and 1 year? Trying to decide whether to stick it out or sell some and hedge my position a bit. What might you suggest as a replacement that has growth potential. Dividends aren't important.l

Upvote 8

Read Answer Asked on October 03, 2025

• GURU Organic Energy Corp. (GURU $4.00)
  • $4.00 Cap: $120M
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Q: Please comment on their recent quarterly earnings and the outlook for this company.

Upvote 2

Read Answer Asked by Larry M. on September 30, 2025

• Tantalus Systems Holding Inc. (GRID $6.35)
  • $6.35 Cap: $355M
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Q: Tantalus Systems (GRID)

The Company’s solutions include TRUConnect AMI, TRUFlex Load+DER Management, TRUGrid Automation, TRUSync Grid Data Management, and TRUSense Gateway.

Could you explain in English exactly how this will utilities, will utility's make more money, is it only for utility's?

Thank you.

Upvote 9

Read Answer Asked by Ross on September 30, 2025

• Apple Inc. (AAPL $280.14)
  • $280.14 P/E (TTM): 35.46X Cap: $4.11T
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• Alphabet Inc. (GOOG $383.22)
  • $383.22 P/E (TTM): 35.45X Cap: $4.67T
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• Microsoft Corporation (MSFT $414.44)
  • $414.44 P/E (TTM): 25.92X Cap: $3.07T
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• NVIDIA Corporation (NVDA $198.45)
  • $198.45 P/E (TTM): 40.5X Cap: $4.82T
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• Oracle Corporation (ORCL $171.83)
  • $171.83 P/E (TTM): 30.85X Cap: $494.19B
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• Celestica Inc. (CLS $569.51)
  • $569.51 P/E (TTM): 57.39X Cap: $65.47B
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• Nebius Group N.V. (NBIS $154.49)
  • $154.49 Cap: $39.22B
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Q: Hi Folks,
I sold some CSU recently. I now have MSFT, NVDA, AAPLE and some CSU as holdings in the Tech Sector( GOOG and AMZN as well). Can you suggest a couple of Tech stocks that I could add to my holdings in the Tech Sector. This would be in my TFSA.
Thanks

Upvote 8

Read Answer Asked by JOHN on September 30, 2025