Investment Q&A

• Santacruz Silver Mining Ltd. (SCZ $2.63)
  • $2.63 P/E (TTM): 19.88X Cap: $989M
  • View SCZ Profile
  • View Questions on SCZ
• Aris Mining Corporation (ARIS $14.00)
  • $14.00 P/E (TTM): 115.25X Cap: $2.81B
  • View ARIS Profile
  • View Questions on ARIS
• ESGold Corp. (ESAU $0.97)
  • $0.97 Cap: $62M
  • View ESAU Profile
  • View Questions on ESAU
• Allied Gold Corporation (AAUC $25.30)
  • $25.30 Cap: $2.96B
  • View AAUC Profile
  • View Questions on AAUC

Q: Hello. What are your top five high risk/high reward junior silver stocks?

What are your top five high risk/high reward junior gold stocks?

Upvote 6

Read Answer Asked by Robert on September 29, 2025

• Constellation Software Inc. (CSU $4,018.06)
  • $4,018.06 P/E (TTM): 94.64X Cap: $82.68B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Open Text Corporation (OTEX $52.68)
  • $52.68 P/E (TTM): 22.68X Cap: $13.37B
  • View OTEX Profile
  • View Questions on OTEX

Q: After a nice gain on OTEX would you see switching some or all to CSU as a good move in a non-taxable account?
Thanks.

Upvote 2

Read Answer Asked by Robert on September 29, 2025

• ATS Corporation (ATS $37.66)
  • $37.66 Cap: $3.58B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS

Q: On Sep 23 there was a question from Patrick regarding ATS and CJT where you express concern on CJT debt level yet you don’t mention the debt level on ATS which is much higher (debt/ebita ratio). Are you not concerned about ATS debt?

Upvote 2

Read Answer Asked by Sandy on September 29, 2025

• Intuit Inc. (INTU $683.34)
  • $683.34 P/E (TTM): 49.71X Cap: $190.10B
  • View INTU Profile
  • View Questions on INTU
• Salesforce Inc. (CRM $239.64)
  • $239.64 P/E (TTM): 34.26X Cap: $227.41B
  • View CRM Profile
  • View Questions on CRM
• Constellation Software Inc. (CSU $4,018.06)
  • $4,018.06 P/E (TTM): 94.64X Cap: $82.68B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $131.51)
  • $131.51 P/E (TTM): 54.57X Cap: $11.07B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• ServiceNow Inc. (NOW $912.63)
  • $912.63 P/E (TTM): 114.77X Cap: $189.30B
  • View NOW Profile
  • View Questions on NOW
• iShares Expanded Tech-Software Sector ETF (IGV $115.05)
  • $115.05 P/E (TTM): 47.26X Cap: $10.05B
  • View IGV Profile
  • View Questions on IGV
• Topicus.com Inc. (TOI $149.34)
  • $149.34 P/E (TTM): 70.98X Cap: $12.60B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $42.53)
  • $42.53 P/E (TTM): 159.97X Cap: $10.89B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: What are your thoughts on how overvalued AI stocks are and what factors we should be concerned about that could cause the bubble to burst?

What are some good ideas for relatively safe stocks and etfs to hedge against a AI and tech weighted portfolio?

Upvote 7

Read Answer Asked by Mark on September 29, 2025

• GE Vernova Inc. (GEV $594.30)
  • $594.30 P/E (TTM): 145.36X Cap: $165.03B
  • View GEV Profile
  • View Questions on GEV

Q: Thoughts on GEV ?
Is there a correlation with AI which will be more and more energy-intensive?Thank You

Upvote 3

Read Answer Asked by francis on September 29, 2025

• Orca Energy Group Inc. (ORC.B $4.24)
  • $4.24 Cap: $1.20B
  • View ORC.B Profile
  • View Questions on ORC.B

Q: ORC.B is stated to be trading ex-dividend today but has a TSXV ‘due bills’ clause attached to its $1.00 special dividend. Would you please clarify when exactly the stock trades ex- dividend for its regular 10cent dividend and for its $1.00 special dividend?
Many thanks for your great service.
Geoff

Upvote 1

Read Answer Asked by Geoffrey on September 29, 2025

• kneat.com inc. (KSI $6.03)
  • $6.03 Cap: $558M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Tantalus Systems Holding Inc. (GRID $3.79)
  • $3.79 Cap: $194M
  • View GRID Profile
  • View Questions on GRID

Q: Which for a growth orientated TFSA based on secular theme, current price , and expected growth. Thanks. Derek.

Upvote 8

Read Answer Asked by Derek on September 29, 2025

• Intact Financial Corporation (IFC $268.73)
  • $268.73 P/E (TTM): 21.58X Cap: $47.84B
  • View IFC Profile
  • View Questions on IFC
• Blackline Safety Corp. (BLN $7.33)
  • $7.33 Cap: $638M
  • View BLN Profile
  • View Questions on BLN
• Tantalus Systems Holding Inc. (GRID $3.79)
  • $3.79 Cap: $194M
  • View GRID Profile
  • View Questions on GRID

Q: Somehow i missed the change you made in the Best Stock Ideas section. When did you guys make this change? Was there an announcement? Perhaps, you could consider recording the date change (with previous picks?)

Upvote 3

Read Answer Asked by JR on September 29, 2025

• Constellation Software Inc. (CSU $4,018.06)
  • $4,018.06 P/E (TTM): 94.64X Cap: $82.68B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: 1. About your ”best stock ideas” feature: how often are the ideas refreshed? Is there a specific day in the month that the renewal happens?
2 In view of recent developments, is Constellation Software still a best idea?
Thank you for your excellent service.

Upvote 5

Read Answer Asked by Leonard on September 29, 2025

• Constellation Software Inc. (CSU $4,018.06)
  • $4,018.06 P/E (TTM): 94.64X Cap: $82.68B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Wishing Mark Leonard well in his recovery and the company as it transitions to somewhat new senior management. With the software challenges and change in management have any of the senior management including Mark sold Constellation shares in the last two months?

Upvote 3

Read Answer Asked by Bryan on September 29, 2025

• Sun Life Financial Inc. (SLF $84.20)
  • $84.20 P/E (TTM): 15.34X Cap: $47.73B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares (BNT $95.91)
  • $95.91 P/E (TTM): 15.28X Cap: $23.11B
  • View BNT Profile
  • View Questions on BNT

Q: Which of the above two companies would you prefer to hold for a long term conservative investor?

Upvote 3

Read Answer Asked by Lyle on September 29, 2025

• NextEra Energy Inc. (NEE $80.54)
  • $80.54 P/E (TTM): 27.51X Cap: $160.99B
  • View NEE Profile
  • View Questions on NEE
• Vistra Corp. (VST $203.83)
  • $203.83 P/E (TTM): 31.94X Cap: $68.66B
  • View VST Profile
  • View Questions on VST
• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $49.89)
  • $49.89 Cap: $18.62B
  • View BEPC Profile
  • View Questions on BEPC
• Constellation Energy Corporation (CEG $364.11)
  • $364.11 P/E (TTM): 36.63X Cap: $111.67B
  • View CEG Profile
  • View Questions on CEG
• Solaris Energy Infrastructure Inc. Class A (SEI $44.63)
  • $44.63 P/E (TTM): 285.95X Cap: $2.68B
  • View SEI Profile
  • View Questions on SEI

Q: So if the USA is going to need 5 times the electricty that it is now generating in the near future, what stocks in order would you invest in now. Thanks Again

Upvote 9

Read Answer Asked by eugene on September 29, 2025

• Constellation Software Inc. (CSU $4,018.06)
  • $4,018.06 P/E (TTM): 94.64X Cap: $82.68B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Topicus.com Inc. (TOI $149.34)
  • $149.34 P/E (TTM): 70.98X Cap: $12.60B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $42.53)
  • $42.53 P/E (TTM): 159.97X Cap: $10.89B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: I thought I had a core holding with CSU but it is at the one year bottom. Still worth holding? comments please
Also, comments on LMN and TOI are appreciated.
Deduct many question points please.

Upvote 7

Read Answer Asked by Brenda on September 29, 2025

Q: Hi 5i

A bit curious. I haven't found any questions on BN preferred shares. the dividends look very good.
If you were looking at buying some which series of preferred would be OK with.
I've usually done well with your OK answer.

THx
Gerry

Upvote 7

Read Answer Asked by Gerry on September 29, 2025

• Kinaxis Inc. (KXS $183.90)
  • $183.90 P/E (TTM): 150.45X Cap: $5.13B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Kraken Robotics Inc. (PNG $4.93)
  • $4.93 P/E (TTM): 76.5X Cap: $1.46B
  • View PNG Profile
  • View Questions on PNG
• Celestica Inc. (CLS $234.00)
  • $234.00 P/E (TTM): 56.54X Cap: $28.91B
  • View CLS Profile
  • View Questions on CLS
• Galaxy Digital Inc. Class A common stock (GLXY $50.76)
  • $50.76 Cap: $19.19B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: Could you rank the growth of PNG, KXS,CLS,GLXY. Best first to least and would you rank hold/buy?

Thank you for your service!

Upvote 8

Read Answer Asked by Ozzie on September 29, 2025

• Constellation Software Inc. (CSU $4,018.06)
  • $4,018.06 P/E (TTM): 94.64X Cap: $82.68B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: hi. after just reading your latest report on CSU, I am still not sure that I understand their "roll-up" business model vis a vis earnings growth? are they buying up these little niche software companies, and then increasing the prices that their customers have to pay, with no real value add to the customer otherwise? can you describe their model to me ( or us? ) like I was a 5 year old ( to quote Michael Scott from the Office ).
cheers, Chris

Upvote 17

Read Answer Asked by chris on September 29, 2025

• Electrovaya Inc. (ELVA $8.65)
  • $8.65 P/E (TTM): 199.01X Cap: $325M
  • View ELVA Profile
  • View Questions on ELVA

Q: WOW THIS STOCK DOWN 10% IN 1 DAY. ANY PARTICULAR REASON? THANKS

Upvote 2

Read Answer Asked by terrance on September 29, 2025

• Constellation Software Inc. (CSU $4,018.06)
  • $4,018.06 P/E (TTM): 94.64X Cap: $82.68B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Enghouse Systems Limited (ENGH $21.02)
  • $21.02 P/E (TTM): 15.41X Cap: $1.16B
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH

Q: After reviewing past questions on ENGH and CSU (specifically June 19). When you preferred the CSU group of companies over ENGH.
Would give the same recommendation after today’s news regarding Mark Leonard?
Would selling my holdings in ENGH to buy CSU be a good move from your perspective. I appreciate your input.
Thank you, Mike

Upvote 7

Read Answer Asked by Mike on September 29, 2025

• BlackBerry Limited (BB $6.27)
  • $6.27 Cap: $3.91B
  • View BB Profile
  • View Questions on BB

Q: Does this past Canadian legend have light at the big turn around tunnel? What would you look for in terms of good signs before buying? What is their core business software targeting now and are there any Ai ties? Thanks

Upvote 3

Read Answer Asked by Kolbi on September 29, 2025

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $170.52)
  • $170.52 P/E (TTM): 34.7X Cap: $2.77B
  • View ZQQ Profile
  • View Questions on ZQQ
• Evolve FANGMA Index ETF (TECH $20.61)
  • $20.61 P/E (TTM): 31.56X Cap: $99M
  • View TECH Profile
  • View Questions on TECH

Q: Hello,
I would like to invest in the tech etf (evolve fangma etf) but the volume is low; is this an issue ? Also, is it better to stick to zqq instead for larger set of holdings in the tech space? Thanks very much.

Upvote 5

Read Answer Asked by umedali on September 29, 2025