Investment Q&A

• Foran Mining Corporation (FOM $7.06)
  • $7.06 Cap: $3.44B
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• Costco Wholesale Corporation (COST $970.28)
  • $970.28 P/E (TTM): 70.08X Cap: $433.95B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,250.96)
  • $2,250.96 P/E (TTM): 7.7X Cap: $49.28B
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• Constellation Software Inc. (CSU $2,651.30)
  • $2,651.30 P/E (TTM): 62.06X Cap: $59.54B
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• ARC Resources Ltd. (ARX $25.08)
  • $25.08 P/E (TTM): 6.21X Cap: $14.43B
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• WSP Global Inc. (WSP $269.29)
  • $269.29 P/E (TTM): 40.41X Cap: $34.77B
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• Celestica Inc. (CLS $452.26)
  • $452.26 P/E (TTM): 47.71X Cap: $48.59B
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• TFI International Inc. (TFII $147.25)
  • $147.25 P/E (TTM): 28.82X Cap: $12.11B
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• goeasy Ltd. (GSY $128.26)
  • $128.26 P/E (TTM): 9.43X Cap: $2.06B
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• Shopify Inc. (SHOP $137.50)
  • $137.50 P/E (TTM): 101.74X Cap: $177.28B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $54.70)
  • $54.70 Cap: $18.50B
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• Ninepoint Energy Income FUnd (NRGI)
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• Brookfield Corporation Class A Preference Shares Series 32 (BN.PF.A $25.46)
  • $25.46 P/E (TTM): 92.37X Cap: $144.62B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.22)
  • $70.22 P/E (TTM): 32.38X Cap: $112.91B
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• Nvidia CDR (CAD Hedged) (NVDA $42.72)
  • $42.72 P/E (TTM): 62.87X Cap: $6.21T
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• Microsoft CDR (CAD Hedged) (MSFT $34.18)
  • $34.18 P/E (TTM): 33.07X Cap: $4.79T
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• Amazon.com CDR (CAD Hedged) (AMZN $28.32)
  • $28.32 P/E (TTM): 42.38X Cap: $3.49T
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• Alphabet CDR (CAD Hedged) (GOOG $54.18)
  • $54.18 P/E (TTM): 41.15X Cap: $5.51T
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• NINEPOINT ENERGY INCOME FUND (NRGI)
  • P/E (TTM): 14.53X
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• Eli Lilly CDR (CAD Hedged) (LLY)
  • P/E (TTM): 92.86X
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• Walmart CDR (CAD Hedged) (WMT)
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• GE Vernova CDR (CAD Hedged) (GEV $47.50)
  • $47.50 P/E (TTM): 118.58X Cap: $247.78B
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Q: i own above shares can you rate the top 6 regardless of sector in order of preference so i can add to them based on you top picks from the group also list your top 6 picks in order of preference as well please

Upvote 12

Read Answer Asked by Terence on January 23, 2026

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.22)
  • $70.22 P/E (TTM): 32.38X Cap: $112.91B
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Q: Hello. I have holdings in: BN, BIP and BEP. I hold BIP and BEP in my RRSP for income and BN in my TFSA and NonReg for growth. Would adding BAM be redundant? If not, which account type would you suggest adding it to?

Upvote 5

Read Answer Asked by Ian on January 22, 2026

• Dollarama Inc. (DOL $186.36)
  • $186.36 P/E (TTM): 40.97X Cap: $52.25B
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• Intact Financial Corporation (IFC $251.74)
  • $251.74 P/E (TTM): 21.86X Cap: $45.95B
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• Celestica Inc. (CLS $452.26)
  • $452.26 P/E (TTM): 47.71X Cap: $48.59B
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• Descartes Systems Group Inc. (The) (DSG $110.64)
  • $110.64 P/E (TTM): 47.97X Cap: $9.51B
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• Enghouse Systems Limited (ENGH $18.43)
  • $18.43 P/E (TTM): 14.02X Cap: $1B
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• Toromont Industries Ltd. (TIH $182.11)
  • $182.11 P/E (TTM): 30.02X Cap: $14.61B
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• TFI International Inc. (TFII $147.25)
  • $147.25 P/E (TTM): 28.82X Cap: $12.11B
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• Open Text Corporation (OTEX $38.60)
  • $38.60 P/E (TTM): 15.01X Cap: $9.72B
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• Alimentation Couche-Tard Inc. (ATD $73.68)
  • $73.68 P/E (TTM): 20.27X Cap: $69.86B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.42)
  • $64.42 P/E (TTM): 92.37X Cap: $144.62B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.22)
  • $70.22 P/E (TTM): 32.38X Cap: $112.91B
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Q: I am not particularly proud to acknowledge that I own the above- but I do. ENGH and OTEX are in accounts that are structured for income and some growth, while DSG is in an account that is looking for primarily growth. Canadian traded is key for all. Looking for your input on these companies and whether there are better options that I am missing.
No hurry to reply; deduct credits as necessary.
Seconding the comment today regarding your recent report. Well done and I hope that now you have it you continue to update it as companies come and go. It is a great resource.

Upvote 13

Read Answer Asked by Robert on January 19, 2026

• Amazon.com Inc. (AMZN $244.68)
  • $244.68 P/E (TTM): 33.1X Cap: $2.54T
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.22)
  • $70.22 P/E (TTM): 32.38X Cap: $112.91B
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Q: Any reasons for the recent weakness of BAM & AMZN? Timely to buy Amzn and what is good entry prices in US$ and Can$?Please comment on Amzn especially re its AI and holiday sales.Txs for u usual great services & views

Upvote 4

Read Answer Asked by Peter on January 17, 2026

• Power Corporation of Canada Subordinate Voting Shares (POW $69.63)
  • $69.63 P/E (TTM): 14.93X Cap: $44.35B
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• Pembina Pipeline Corporation (PPL $55.92)
  • $55.92 P/E (TTM): 19.18X Cap: $32.34B
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• Chartwell Retirement Residences (CSH.UN $20.57)
  • $20.57 P/E (TTM): 96.23X Cap: $6.32B
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• Descartes Systems Group Inc. (The) (DSG $110.64)
  • $110.64 P/E (TTM): 47.97X Cap: $9.51B
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• Thomson Reuters Corporation (TRI $161.40)
  • $161.40 P/E (TTM): 31.05X Cap: $75.20B
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• Savaria Corporation (SIS $24.51)
  • $24.51 P/E (TTM): 29.33X Cap: $1.75B
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• Ag Growth International Inc. (AFN $29.97)
  • $29.97 Cap: $574M
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.42)
  • $64.42 P/E (TTM): 92.37X Cap: $144.62B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.22)
  • $70.22 P/E (TTM): 32.38X Cap: $112.91B
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Q: In my TFSA, I have a double position in BN, and full positions in POW, SIS, PPL, CSH.UN, TRI and BAM. I also have half positions in AFN (which I know is not your favourite) and DSG. Would you add to one/some of these (which?) or add something different. After my 2026 contribution, I will have enough cash to about a half position. I prefer to consider Canadian stocks for this account.

Thanks for you help.

Upvote 6

Read Answer Asked by David on January 05, 2026

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.22)
  • $70.22 P/E (TTM): 32.38X Cap: $112.91B
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Q: Bam has dropped from a 52 wk H $90.24 to current $71.90. Dec 30 was last day for tax loss selling in 2025.When is a good time to buy BAM and a good entry price for long term hold? Txs for u usual great services and Views. All the Best for the New Year

Upvote 3

Read Answer Asked by Peter on January 02, 2026

• Brookfield Renewable Partners L.P. (BEP.UN $39.16)
  • $39.16 Cap: $25.53B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.42)
  • $64.42 P/E (TTM): 92.37X Cap: $144.62B
  • View BN Profile
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.22)
  • $70.22 P/E (TTM): 32.38X Cap: $112.91B
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Q: hello 5i:
the Brookfield companies listed above make up close to 9% of our holdings. In your opinion, is that overweighting one entity too much? Any of the companies could be traded, but finding a comparable, or "better" company in that particular sector eg. utilities, financials, etc; is difficult. Your thoughts, please.
thanks
Paul L

Upvote 4

Read Answer Asked by Paul on December 16, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $64.42)
  • $64.42 P/E (TTM): 92.37X Cap: $144.62B
  • View BN Profile
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.22)
  • $70.22 P/E (TTM): 32.38X Cap: $112.91B
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Q: Should I consolidate my two holdings into one??

Upvote 4

Read Answer Asked by Bill on December 11, 2025

• Toronto-Dominion Bank (The) (TD $130.42)
  • $130.42 P/E (TTM): 11.16X Cap: $222.65B
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• Bank of Nova Scotia (The) (BNS $103.51)
  • $103.51 P/E (TTM): 25.18X Cap: $128.51B
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• Bank of Montreal (BMO $187.40)
  • $187.40 P/E (TTM): 15.75X Cap: $132.84B
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• Manulife Financial Corporation (MFC $50.71)
  • $50.71 P/E (TTM): 15.92X Cap: $85.44B
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• TMX Group Limited (X $50.82)
  • $50.82 P/E (TTM): 31.16X Cap: $14.18B
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• Sun Life Financial Inc. (SLF $62.83)
  • $62.83 P/E (TTM): 21.58X Cap: $34.66B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.22)
  • $70.22 P/E (TTM): 32.38X Cap: $112.91B
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  • View Questions on BAM

Q: My financial holdings are TD, BNS, BMO, MFC and SLF. With the recent surge in the banks I am looking to rebalance back to a 50/50 split between banks and insurance companies. If you were to add a third insurance company, which would it be? Or should I add a non-bank/insurance company like BAM or X which is still classified as financial? I am only interested in large cap, dividend-paying stocks.

Upvote 10

Read Answer Asked by David on December 08, 2025

• Toronto-Dominion Bank (The) (TD $130.42)
  • $130.42 P/E (TTM): 11.16X Cap: $222.65B
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• Enbridge Inc. (ENB $65.19)
  • $65.19 P/E (TTM): 25.03X Cap: $142.19B
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• Sun Life Financial Inc. (SLF $85.29)
  • $85.29 P/E (TTM): 21.58X Cap: $47.54B
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• Whitecap Resources Inc. (WCP $12.66)
  • $12.66 P/E (TTM): 10.17X Cap: $14.81B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.90)
  • $12.90 P/E (TTM): 30.51X Cap: $3.81B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.22)
  • $70.22 P/E (TTM): 32.38X Cap: $112.91B
  • View BAM Profile
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Q: What would be your top 5 CDN DIV growth names ranked in order that can be set up as a DRIP. Thanks as always.

Upvote 16

Read Answer Asked by Chris on December 08, 2025

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.22)
  • $70.22 P/E (TTM): 32.38X Cap: $112.91B
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Q: Why would bam be down from 86 to 72 ???

Upvote 2

Read Answer Asked by Bill on December 08, 2025

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.22)
  • $70.22 P/E (TTM): 32.38X Cap: $112.91B
  • View BAM Profile
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Q: Hello Team,
Which of these two would you prefer for total return over the next few years and why?
Thank You,
Barry

Upvote 3

Read Answer Asked by Barry on December 01, 2025

• Enbridge Inc. (ENB $65.19)
  • $65.19 P/E (TTM): 25.03X Cap: $142.19B
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• Constellation Software Inc. (CSU $2,651.30)
  • $2,651.30 P/E (TTM): 62.06X Cap: $59.54B
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• goeasy Ltd. (GSY $128.26)
  • $128.26 P/E (TTM): 9.43X Cap: $2.06B
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• Kraken Robotics Inc. (PNG $8.69)
  • $8.69 P/E (TTM): 133.17X Cap: $2.66B
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• Galaxy Digital Inc. Class A common stock (GLXY $45.06)
  • $45.06 Cap: $16.75B
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• Propel Holdings Inc. (PRL $24.32)
  • $24.32 P/E (TTM): 11.13X Cap: $957M
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.42)
  • $64.42 P/E (TTM): 92.37X Cap: $144.62B
  • View BN Profile
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.22)
  • $70.22 P/E (TTM): 32.38X Cap: $112.91B
  • View BAM Profile
  • View Questions on BAM

Q: I currently own all of the above in various porfolios. In a concentrated TSFA which 3 from your balanced portfolio would you buy for long term. Currently own GLXY and PRL at great loss in TSFA would you add?
Thank you.

Upvote 16

Read Answer Asked by Yves on November 25, 2025

• Bank of Nova Scotia (The) (BNS $103.51)
  • $103.51 P/E (TTM): 25.18X Cap: $128.51B
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• Enbridge Inc. (ENB $65.19)
  • $65.19 P/E (TTM): 25.03X Cap: $142.19B
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• Sun Life Financial Inc. (SLF $85.29)
  • $85.29 P/E (TTM): 21.58X Cap: $47.54B
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• Fortis Inc. (FTS $72.91)
  • $72.91 P/E (TTM): 20.66X Cap: $36.64B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.22)
  • $70.22 P/E (TTM): 32.38X Cap: $112.91B
  • View BAM Profile
  • View Questions on BAM

Q: Good Day, in an earlier question you indicated that the above 5 companies could be acquired for dividend income. What entry price would you recommend?
Thank you.

Upvote 6

Read Answer Asked by Ian on November 24, 2025

• Bank of Nova Scotia (The) (BNS $103.51)
  • $103.51 P/E (TTM): 25.18X Cap: $128.51B
  • View BNS Profile
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• Enbridge Inc. (ENB $65.19)
  • $65.19 P/E (TTM): 25.03X Cap: $142.19B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Sun Life Financial Inc. (SLF $85.29)
  • $85.29 P/E (TTM): 21.58X Cap: $47.54B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Fortis Inc. (FTS $72.91)
  • $72.91 P/E (TTM): 20.66X Cap: $36.64B
  • View FTS Profile
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.22)
  • $70.22 P/E (TTM): 32.38X Cap: $112.91B
  • View BAM Profile
  • View Questions on BAM

Q: If you were to buy 5 stocks for their dividend what would they be?

Upvote 20

Read Answer Asked by Brian on November 24, 2025

• Costco Wholesale Corporation (COST $970.28)
  • $970.28 P/E (TTM): 70.08X Cap: $433.95B
  • View COST Profile
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• Alphabet Inc. (GOOG $335.00)
  • $335.00 P/E (TTM): 32.66X Cap: $4.02T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $480.58)
  • $480.58 P/E (TTM): 32.09X Cap: $3.49T
  • View MSFT Profile
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• GE Aerospace (GE $297.47)
  • $297.47 P/E (TTM): 39.39X Cap: $313.77B
  • View GE Profile
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• Eli Lilly and Company (LLY $1,039.51)
  • $1,039.51 P/E (TTM): 53.2X Cap: $1T
  • View LLY Profile
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• Walmart Inc. (WMT $116.94)
  • $116.94 Cap: $932.03B
  • View WMT Profile
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,250.96)
  • $2,250.96 P/E (TTM): 7.7X Cap: $49.28B
  • View FFH Profile
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• Constellation Software Inc. (CSU $2,651.30)
  • $2,651.30 P/E (TTM): 62.06X Cap: $59.54B
  • View CSU Profile
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  • View Reports on CSU
• ARC Resources Ltd. (ARX $25.08)
  • $25.08 P/E (TTM): 6.21X Cap: $14.43B
  • View ARX Profile
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• Tourmaline Oil Corp. (TOU $62.92)
  • $62.92 P/E (TTM): 17.64X Cap: $24.18B
  • View TOU Profile
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• Celestica Inc. (CLS $452.26)
  • $452.26 P/E (TTM): 47.71X Cap: $48.59B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $186.82)
  • $186.82 P/E (TTM): 101.74X Cap: $243.37B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• goeasy Ltd. (GSY $128.26)
  • $128.26 P/E (TTM): 9.43X Cap: $2.06B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Aritzia Inc. Subordinate Voting Shares (ATZ $115.09)
  • $115.09 P/E (TTM): 50.85X Cap: $13.51B
  • View ATZ Profile
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• INVESCO QQQ Trust (QQQ $631.13)
  • $631.13 P/E (TTM): 30.59X Cap: $415.53B
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $28.81)
  • $28.81 Cap: $18.61B
  • View BEP Profile
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• Boyd Group Services Inc. (BYD $226.43)
  • $226.43 P/E (TTM): 218.6X Cap: $6.35B
  • View BYD Profile
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• Ninepoint Energy Income FUnd (NRGI)
  • View NRGI Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.42)
  • $64.42 P/E (TTM): 92.37X Cap: $144.62B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.22)
  • $70.22 P/E (TTM): 32.38X Cap: $112.91B
  • View BAM Profile
  • View Questions on BAM
• Lumine Group Inc. (LMN $23.19)
  • $23.19 P/E (TTM): 91.69X Cap: $5.95B
  • View LMN Profile
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• GE Vernova Inc. (GEV $692.70)
  • $692.70 P/E (TTM): 107.41X Cap: $180.69B
  • View GEV Profile
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• Alphabet CDR (CAD Hedged) (GOOG $54.18)
  • $54.18 P/E (TTM): 41.15X Cap: $5.51T
  • View GOOG Profile
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Q: want to raise some cash(tech breaking down technically) in what order would you sell the above listed stocks bearing some are winners and some are losers so what your recommendation sell winners or losers first without getting in to too much specifics. CSU as an example sell now to claim loss or then buy back after 30 days FFH on the other hand is up 60% so sell now and hope to buy back later at lower price. what would you do? Remember i want to raise cash so how would you approach this rebalancing ...thanks for your help

Upvote 9

Read Answer Asked by Terence on November 21, 2025

• NVIDIA Corporation (NVDA $188.52)
  • $188.52 P/E (TTM): 45.87X Cap: $4.53T
  • View NVDA Profile
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• Canadian National Railway Company (CNR $136.52)
  • $136.52 P/E (TTM): 18.71X Cap: $84.02B
  • View CNR Profile
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• Enbridge Inc. (ENB $65.19)
  • $65.19 P/E (TTM): 25.03X Cap: $142.19B
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• Manulife Financial Corporation (MFC $50.71)
  • $50.71 P/E (TTM): 15.92X Cap: $85.44B
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• Loblaw Companies Limited (L $61.63)
  • $61.63 P/E (TTM): 7.71X Cap: $74.64B
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• Cenovus Energy Inc. (CVE $26.45)
  • $26.45 P/E (TTM): 14.77X Cap: $46.53B
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• Fortis Inc. (FTS $72.91)
  • $72.91 P/E (TTM): 20.66X Cap: $36.64B
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• Pembina Pipeline Corporation (PPL $55.92)
  • $55.92 P/E (TTM): 19.18X Cap: $32.34B
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• ARC Resources Ltd. (ARX $25.08)
  • $25.08 P/E (TTM): 6.21X Cap: $14.43B
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• Emera Incorporated (EMA $68.32)
  • $68.32 P/E (TTM): 18.5X Cap: $20.48B
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• Thomson Reuters Corporation (TRI $161.40)
  • $161.40 P/E (TTM): 31.05X Cap: $75.20B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $186.82)
  • $186.82 P/E (TTM): 101.74X Cap: $243.37B
  • View SHOP Profile
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• Aritzia Inc. Subordinate Voting Shares (ATZ $115.09)
  • $115.09 P/E (TTM): 50.85X Cap: $13.51B
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• Galaxy Digital Inc. Class A common stock (GLXY $45.06)
  • $45.06 Cap: $16.75B
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• Topicus.com Inc. (TOI $110.83)
  • $110.83 P/E (TTM): 972.23X Cap: $9.29B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.42)
  • $64.42 P/E (TTM): 92.37X Cap: $144.62B
  • View BN Profile
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.22)
  • $70.22 P/E (TTM): 32.38X Cap: $112.91B
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• Lumine Group Inc. (LMN $23.19)
  • $23.19 P/E (TTM): 91.69X Cap: $5.95B
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Q: I have to trim some of my holdings. Please rank the following in order of which you would trim first. Positions are roughly equal and this is an account focused on long-term investments. Thanks

ARX
ATZ
BAM
BN
CNR
CVE
EMA
ENB
FTS
GLXY
L
LMN
MFC
NVDA
SHOP
TOI
TRI
PPL

Upvote 16

Read Answer Asked by Lauren on November 19, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $64.42)
  • $64.42 P/E (TTM): 92.37X Cap: $144.62B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.22)
  • $70.22 P/E (TTM): 32.38X Cap: $112.91B
  • View BAM Profile
  • View Questions on BAM

Q: Can you comment on whether or not you feel there are currently issues in the Private Equity market today, and how it would (or perhaps would not) have any affect on BAM and / or BN's business. What is the biggest current concern that is negatively affecting stock price. I am trying to decide whether or not to take a position in one, or both.

Upvote 5

Read Answer Asked by James on November 19, 2025

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.22)
  • $70.22 P/E (TTM): 32.38X Cap: $112.91B
  • View BAM Profile
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Q: Good Morning

Is there any news or reason for the recent slide in value dispite what I believed were pretty good results?

Thank you

Upvote 9

Read Answer Asked by Ian on November 17, 2025

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.22)
  • $70.22 P/E (TTM): 32.38X Cap: $112.91B
  • View BAM Profile
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Q: Can you please comment on any concerns about this company as well as perhaps some positives, including some of the items below?

- its profitability during a potential recession.

- 2.7% earnings yield

- High Enterprise / EBITDA ratio

Thanks.

Upvote 3

Read Answer Asked by James on November 11, 2025