Investment Q&A

• Loblaw Companies Limited (L $62.65)
  • $62.65 P/E (TTM): 7.65X Cap: $74.89B
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• Intact Financial Corporation (IFC $286.98)
  • $286.98 P/E (TTM): 23.66X Cap: $51.07B
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• TMX Group Limited (X $51.47)
  • $51.47 P/E (TTM): 31.56X Cap: $14.31B
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• Alimentation Couche-Tard Inc. (ATD $75.73)
  • $75.73 P/E (TTM): 18.67X Cap: $70.10B
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• GFL Environmental Inc. subordinate voting shares (GFL $63.86)
  • $63.86 Cap: $22.84B
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Q: Besides CNR, NWC, TIH, and BN, I'm looking for 5 other quality Canadian companies that have at least somewhat of a moat, and are resistant to AI and other types of disruptions to their businesses. I'm looking for companies that are not technology, banks, pipelines, materials or the other Brookfields. Can you please help? By the way, if you do not agree with the four I've listed, you can also let me know.

Upvote 14

Read Answer Asked by James on November 26, 2025

• BCE Inc. (BCE $32.60)
  • $32.60 P/E (TTM): 4.89X Cap: $30.27B
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• Pason Systems Inc. (PSI $12.08)
  • $12.08 P/E (TTM): 19.03X Cap: $942M
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• TMX Group Limited (X $51.47)
  • $51.47 P/E (TTM): 31.56X Cap: $14.31B
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• goeasy Ltd. (GSY $132.21)
  • $132.21 P/E (TTM): 9.2X Cap: $2.12B
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• Trisura Group Ltd. (TSU $40.32)
  • $40.32 P/E (TTM): 15.53X Cap: $1.90B
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Q: Firstly, I very much appreciate your tax loss, selling list and the explanations that came with it.

I am down about 22% on both BCE and GSY. Would either or both be appropriate for a tax loss/re-buy strategy?

On PSI, X, and TSU I am down about 6 1/2%. Is it worth considering these for the same strategy, or am I just being silly?


Thank you very much for your help.

Gary

Upvote 8

Read Answer Asked by GARY on November 21, 2025

• Alphabet Inc. (GOOG $320.28)
  • $320.28 P/E (TTM): 31.44X Cap: $3.90T
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• Caterpillar Inc. (CAT $573.73)
  • $573.73 P/E (TTM): 28.76X Cap: $265.16B
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• Home Depot Inc. (The) (HD $355.47)
  • $355.47 P/E (TTM): 22.88X Cap: $353.87B
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• McDonald's Corporation (MCD $312.40)
  • $312.40 P/E (TTM): 26.02X Cap: $222.47B
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• United Rentals Inc. (URI $814.97)
  • $814.97 P/E (TTM): 20.89X Cap: $52.43B
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• Bank of Nova Scotia (The) (BNS $96.88)
  • $96.88 P/E (TTM): 18.07X Cap: $120.28B
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• TMX Group Limited (X $51.47)
  • $51.47 P/E (TTM): 31.56X Cap: $14.31B
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• goeasy Ltd. (GSY $132.21)
  • $132.21 P/E (TTM): 9.2X Cap: $2.12B
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• Boyd Group Services Inc. (BYD $235.85)
  • $235.85 P/E (TTM): 213.45X Cap: $6.56B
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• Dominion Lending Centres Inc. (DLCG $9.70)
  • $9.70 Cap: $754M
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Q: With the recent drops in stock mkt. Could u suggest 5 undervalue Cdn. dividend & growth stocks, as well as 5 under value US dividend & growth stocks. Take as many credits as u see fit

Upvote 15

Read Answer Asked by DAVID on November 18, 2025

• WSP Global Inc. (WSP $245.61)
  • $245.61 P/E (TTM): 35.96X Cap: $31.89B
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• TMX Group Limited (X $51.47)
  • $51.47 P/E (TTM): 31.56X Cap: $14.31B
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• Waste Connections Inc. (WCN $248.46)
  • $248.46 P/E (TTM): 72.63X Cap: $64.10B
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Q: WSP, WCN and X have been trending down in the last few months. What do you see the future growth for these companies in the next 5 years? Are these good entry points or should it be a hold?

Upvote 4

Read Answer Asked by Chui Po on November 18, 2025

• Constellation Software Inc. (CSU $3,420.00)
  • $3,420.00 P/E (TTM): 76.82X Cap: $71.97B
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• Celestica Inc. (CLS $467.28)
  • $467.28 P/E (TTM): 53.72X Cap: $53.21B
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• Descartes Systems Group Inc. (The) (DSG $115.56)
  • $115.56 P/E (TTM): 48.32X Cap: $9.93B
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• TMX Group Limited (X $51.47)
  • $51.47 P/E (TTM): 31.56X Cap: $14.31B
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• Thomson Reuters Corporation (TRI $188.16)
  • $188.16 P/E (TTM): 34.28X Cap: $83.70B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.87)
  • $223.87 P/E (TTM): 87.84X Cap: $288.87B
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• goeasy Ltd. (GSY $132.21)
  • $132.21 P/E (TTM): 9.2X Cap: $2.12B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $169.23)
  • $169.23 P/E (TTM): 23.78X Cap: $2.01B
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• Kraken Robotics Inc. (PNG $5.93)
  • $5.93 P/E (TTM): 89.83X Cap: $1.81B
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• Vitalhub Corp. (VHI $9.19)
  • $9.19 P/E (TTM): 183.73X Cap: $585M
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• Galaxy Digital Inc. Class A common stock (GLXY $36.84)
  • $36.84 Cap: $14.02B
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• Tantalus Systems Holding Inc. (GRID $4.50)
  • $4.50 Cap: $218M
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• MDA Space Ltd. (MDA $23.56)
  • $23.56 P/E (TTM): 27.49X Cap: $2.97B
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• Propel Holdings Inc. (PRL $24.67)
  • $24.67 P/E (TTM): 9.9X Cap: $970M
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• Brookfield Corporation Class A Limited Voting Shares (BN $65.42)
  • $65.42 P/E (TTM): 90.83X Cap: $145.85B
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• Lumine Group Inc. (LMN $29.49)
  • $29.49 P/E (TTM): 101.95X Cap: $7.56B
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Q: Good day everyone
I would like to know in which order would you buy today from (CLS, PNG, CSU, LMN, GLXY, GSY, PRL, MDA, GRID, VHI, HPS.A, BN, X, TRI, SHOP, DSG).
Also please included a buyable rating for each from 10 down to 1 with 10 being a great buy and 1 not at this time.
Thank you very much

Upvote 52

Read Answer Asked by Jane on November 17, 2025

• Canadian Pacific Kansas City Limited (CP $101.28)
  • $101.28 P/E (TTM): 21.46X Cap: $91.23B
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• Intact Financial Corporation (IFC $286.98)
  • $286.98 P/E (TTM): 23.66X Cap: $51.07B
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• Tourmaline Oil Corp. (TOU $62.30)
  • $62.30 P/E (TTM): 18.24X Cap: $24.15B
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• TMX Group Limited (X $51.47)
  • $51.47 P/E (TTM): 31.56X Cap: $14.31B
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• Thomson Reuters Corporation (TRI $188.16)
  • $188.16 P/E (TTM): 34.28X Cap: $83.70B
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• Alimentation Couche-Tard Inc. (ATD $75.73)
  • $75.73 P/E (TTM): 18.67X Cap: $70.10B
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• GFL Environmental Inc. subordinate voting shares (GFL $63.86)
  • $63.86 Cap: $22.84B
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• A & W Food Services of Canada Inc. (AW $37.91)
  • $37.91 P/E (TTM): 32.16X Cap: $909M
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Q: Good morning, could you please identify 8 "safer" companies you see at or close to the bottom of their trough at this time that have a dividend (% of dividend does not matter)? For example my guess would be CNR which was at $178 in March 2024 and now at $135 with a yield of 2.63% at this price.
Thx,
Kevin

Upvote 16

Read Answer Asked by Kevin on November 09, 2025

• Adobe Inc. (ADBE $317.52)
  • $317.52 P/E (TTM): 20.44X Cap: $133.76B
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• Procter & Gamble Company (The) (PG $148.25)
  • $148.25 P/E (TTM): 21.46X Cap: $346.42B
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• Philip Morris International Inc (PM $156.49)
  • $156.49 P/E (TTM): 27.32X Cap: $243.59B
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• Canadian National Railway Company (CNR $132.03)
  • $132.03 P/E (TTM): 17.38X Cap: $81.26B
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• Methanex Corporation (MX $48.76)
  • $48.76 P/E (TTM): 11.78X Cap: $3.81B
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• TMX Group Limited (X $51.47)
  • $51.47 P/E (TTM): 31.56X Cap: $14.31B
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• Thomson Reuters Corp (TRI $133.94)
  • $133.94 P/E (TTM): 34.28X Cap: $59.52B
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• Boyd Group Services Inc. (BYD $235.85)
  • $235.85 P/E (TTM): 213.45X Cap: $6.56B
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• MDA Space Ltd. (MDA $23.56)
  • $23.56 P/E (TTM): 27.49X Cap: $2.97B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.13)
  • $73.13 P/E (TTM): 31.79X Cap: $117.79B
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Q: I half positions in the ten stocks listed and I am down 12%+ in all of them. Please rank them in terms of best candidate(s) to increase to a full position now vs waiting. Also advise if the lowest ranked should just be exited altogether

Upvote 7

Read Answer Asked by Chris on November 06, 2025

• TMX Group Limited (X $51.47)
  • $51.47 P/E (TTM): 31.56X Cap: $14.31B
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• KKR & Co. Inc. (KKR $120.83)
  • $120.83 P/E (TTM): 49.94X Cap: $107.68B
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• EQB Inc. (EQB $87.62)
  • $87.62 P/E (TTM): 9.78X Cap: $3.35B
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• Olympia Financial Group Inc. (OLY $114.99)
  • $114.99 P/E (TTM): 17.1X Cap: $276M
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• Toronto Dominion Bank (The) (TD $83.44)
  • $83.44 P/E (TTM): 9.85X Cap: $140.46B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.13)
  • $73.13 P/E (TTM): 31.79X Cap: $117.79B
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Q: I currently only own TD, X and EQB in my RRSP. I would like to sell EQB and thinking of buying BN. Is this a good replacement stock or is there a better financial stock you like at this time. Money not needed for 20 years.

Thanks

Upvote 5

Read Answer Asked on November 04, 2025

• TMX Group Limited (X $51.47)
  • $51.47 P/E (TTM): 31.56X Cap: $14.31B
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• S&P Global Inc. (SPGI $495.61)
  • $495.61 P/E (TTM): 35.58X Cap: $149.63B
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• Cboe Global Markets Inc. (CBOE $258.12)
  • $258.12 P/E (TTM): 27.37X Cap: $26.92B
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Q: With these companies being in the Financial Exchanges and Data would TMX Group be considered a reasonable peer and favourable Canadian alternative with regard to growth prospects and valuation or do you have a few preferred alternatives? Thanks

Upvote 4

Read Answer Asked by Michael on November 03, 2025

• TMX Group Limited (X $51.47)
  • $51.47 P/E (TTM): 31.56X Cap: $14.31B
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• goeasy Ltd. (GSY $132.21)
  • $132.21 P/E (TTM): 9.2X Cap: $2.12B
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Q: For growth in my TFSA, would you prefer TMX Group over GSY and why? Thanks

Upvote 8

Read Answer Asked by Michael on October 30, 2025

• TMX Group Limited (X $51.47)
  • $51.47 P/E (TTM): 31.56X Cap: $14.31B
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Q: What do you think of TMX Group results ? Any chance, stock could recover from a precipitous decline over past several weeks ?

Thank You

Upvote 4

Read Answer Asked by rajeev on October 28, 2025

• TMX Group Limited (X $51.47)
  • $51.47 P/E (TTM): 31.56X Cap: $14.31B
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• Thomson Reuters Corporation (TRI $188.16)
  • $188.16 P/E (TTM): 34.28X Cap: $83.70B
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Q: Which one would you old for long term growth and dividend?

Upvote 11

Read Answer Asked by Stephen on October 24, 2025

• TMX Group Limited (X $51.47)
  • $51.47 P/E (TTM): 31.56X Cap: $14.31B
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Q: What is your opinion on X tsx Toronto stock exchange presently at about $43.
Is it an add, hold or sell
Thank you
Albert

Upvote 5

Read Answer Asked by ALBERT on October 20, 2025

• Element Fleet Management Corp. (EFN $36.92)
  • $36.92 P/E (TTM): 25.3X Cap: $14.70B
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• Descartes Systems Group Inc. (The) (DSG $115.56)
  • $115.56 P/E (TTM): 48.32X Cap: $9.93B
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• FirstService Corporation (FSV $215.72)
  • $215.72 P/E (TTM): 50.53X Cap: $9.86B
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• TMX Group Limited (X $51.47)
  • $51.47 P/E (TTM): 31.56X Cap: $14.31B
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• Toromont Industries Ltd. (TIH $166.99)
  • $166.99 P/E (TTM): 26.99X Cap: $13.58B
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• Capstone Copper Corp. (CS $11.85)
  • $11.85 P/E (TTM): 21.05X Cap: $8.93B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $110.92)
  • $110.92 P/E (TTM): 45.28X Cap: $12.58B
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• Topicus.com Inc. (TOI $129.35)
  • $129.35 P/E (TTM): 1033.48X Cap: $10.83B
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• Lumine Group Inc. (LMN $29.49)
  • $29.49 P/E (TTM): 101.95X Cap: $7.56B
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $73.79)
  • $73.79 P/E (TTM): 57.54X Cap: $7.84B
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Q: If you were to put together a 10 stock, growth oriented portfolio of Canadian stocks with a market cap of between $5 billion and $15 billion, what stocks would you select?

Upvote 39

Read Answer Asked by Dan on October 17, 2025

• CME Group Inc. (CME $280.87)
  • $280.87 P/E (TTM): 26.71X Cap: $99.87B
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• Intercontinental Exchange Inc. (ICE $156.29)
  • $156.29 P/E (TTM): 27.85X Cap: $89.11B
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• JPMorgan Chase & Co. (JPM $307.64)
  • $307.64 P/E (TTM): 14.75X Cap: $837.47B
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• Mastercard Incorporated (MA $544.93)
  • $544.93 P/E (TTM): 34.39X Cap: $489.34B
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• Visa Inc. (V $333.79)
  • $333.79 P/E (TTM): 32.28X Cap: $644.21B
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• Intact Financial Corporation (IFC $286.98)
  • $286.98 P/E (TTM): 23.66X Cap: $51.07B
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• TMX Group Limited (X $51.47)
  • $51.47 P/E (TTM): 31.56X Cap: $14.31B
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• Berkshire Hathaway Inc. (BRK.B $511.23)
  • $511.23 P/E (TTM): 17.41X Cap: $1.09T
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• Brookfield Corporation Class A Limited Voting Shares (BN $65.42)
  • $65.42 P/E (TTM): 90.83X Cap: $145.85B
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Q: Please rank these financials in order of preference with the sole consideration being overall return potential for a 5 year hold.

Thank you.

Upvote 9

Read Answer Asked by Karim on October 09, 2025

• TMX Group Limited (X $51.47)
  • $51.47 P/E (TTM): 31.56X Cap: $14.31B
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Q: Is this a good entry point to build a long-term position?

Upvote 3

Read Answer Asked by Gary on October 08, 2025

• TMX Group Limited (X $51.47)
  • $51.47 P/E (TTM): 31.56X Cap: $14.31B
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Q: I have held X off and on over the tears in a balanced portfolio and at times it has done reasonably well. Current performance has been disappointing. Time to get rid of it? Not looking for substitute.

Upvote 4

Read Answer Asked by John on October 08, 2025

• Lam Research Corporation (LRCX $155.14)
  • $155.14 P/E (TTM): 33.2X Cap: $190.82B
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• Royal Bank of Canada (RY $215.06)
  • $215.06 P/E (TTM): 15.99X Cap: $302.15B
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• Bank of Nova Scotia (The) (BNS $96.88)
  • $96.88 P/E (TTM): 18.07X Cap: $120.28B
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• Suncor Energy Inc. (SU $62.42)
  • $62.42 P/E (TTM): 14.16X Cap: $75.10B
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• Sun Life Financial Inc. (SLF $82.41)
  • $82.41 P/E (TTM): 20.82X Cap: $45.93B
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• Dollarama Inc. (DOL $202.42)
  • $202.42 P/E (TTM): 44.06X Cap: $56.22B
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• Restaurant Brands International Inc. (QSR $101.38)
  • $101.38 P/E (TTM): 24.98X Cap: $46.20B
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• Stella-Jones Inc. (SJ $86.92)
  • $86.92 P/E (TTM): 13.8X Cap: $4.77B
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• TMX Group Limited (X $51.47)
  • $51.47 P/E (TTM): 31.56X Cap: $14.31B
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• Kinaxis Inc. (KXS $176.66)
  • $176.66 P/E (TTM): 103.68X Cap: $4.95B
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• Agnico Eagle Mines Limited (AEM $243.03)
  • $243.03 P/E (TTM): 28.67X Cap: $122.17B
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• Alimentation Couche-Tard Inc. (ATD $75.73)
  • $75.73 P/E (TTM): 18.67X Cap: $70.10B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.87)
  • $223.87 P/E (TTM): 87.84X Cap: $288.87B
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• Savaria Corporation (SIS $21.58)
  • $21.58 P/E (TTM): 24.7X Cap: $1.54B
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• BMO S&P 500 Index ETF (ZSP $104.81)
  • $104.81 P/E (TTM): 26.73X Cap: $21.07B
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• Cogeco Inc. Subordinate Voting Shares (CGO $63.28)
  • $63.28 P/E (TTM): 7.29X Cap: $610M
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• Fidelity Canadian Growth Company Fund Series F (FID665 $141.32)
  • $141.32 P/E (TTM): 12.3X
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• Topicus.com Inc. (TOI $129.35)
  • $129.35 P/E (TTM): 1033.48X Cap: $10.83B
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• Global X Data Center REITs & Digital Infrastructur (VPN)
  • P/E (TTM): 45.57X Cap: $62M
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.13)
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Q: I have some money to deploy in my partner's TFSA and RRSP, and they currently have the following holdings. As we move towards retirement, the objective is to hold more income and defensive stocks. What three might you add today, and what three would sell from this list? Thank you for your insights.

Upvote 13

Read Answer Asked by kevin on October 03, 2025

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $169.80)
  • $169.80 P/E (TTM): 18.11X Cap: $12.53B
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• Element Fleet Management Corp. (EFN $36.92)
  • $36.92 P/E (TTM): 25.3X Cap: $14.70B
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• Enghouse Systems Limited (ENGH $20.09)
  • $20.09 P/E (TTM): 14.68X Cap: $1.10B
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• TMX Group Limited (X $51.47)
  • $51.47 P/E (TTM): 31.56X Cap: $14.31B
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• Toromont Industries Ltd. (TIH $166.99)
  • $166.99 P/E (TTM): 26.99X Cap: $13.58B
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• TFI International Inc. (TFII $121.94)
  • $121.94 P/E (TTM): 22.03X Cap: $10.03B
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• Alimentation Couche-Tard Inc. (ATD $75.73)
  • $75.73 P/E (TTM): 18.67X Cap: $70.10B
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• goeasy Ltd. (GSY $132.21)
  • $132.21 P/E (TTM): 9.2X Cap: $2.12B
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• TerraVest Industries Inc. (TVK $125.00)
  • $125.00 Cap: $2.71B
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• Propel Holdings Inc. (PRL $24.67)
  • $24.67 P/E (TTM): 9.9X Cap: $970M
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Q: I need to raise some capital. Please advise in what order you would sell these equities. Are there some you would not sell? I am more of a income investor.

Upvote 5

Read Answer Asked by David on September 29, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $39.66)
  • $39.66 Cap: $26.22B
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• TMX Group Limited (X $51.47)
  • $51.47 P/E (TTM): 31.56X Cap: $14.31B
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• Toromont Industries Ltd. (TIH $166.99)
  • $166.99 P/E (TTM): 26.99X Cap: $13.58B
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• Alimentation Couche-Tard Inc. (ATD $75.73)
  • $75.73 P/E (TTM): 18.67X Cap: $70.10B
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• Hydro One Limited (H $54.91)
  • $54.91 P/E (TTM): 25.29X Cap: $32.93B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.13)
  • $73.13 P/E (TTM): 31.79X Cap: $117.79B
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Q: You just published an excellent article by Michael Huynh on Canadian Companies that issue monthly dividends under certain criteria. Is there any chance you have the same criteria used on Canadian companies that issue quarterly dividends with the same criteria. With staggered investments I don't need to be that focused on monthly issuers.

Upvote 6

Read Answer Asked by Graham on September 22, 2025