Investment Q&A

• Alphabet Inc. (GOOG $303.21)
  • $303.21 P/E (TTM): 28.39X Cap: $3.73T
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• JPMorgan Chase & Co. (JPM $282.89)
  • $282.89 P/E (TTM): 14.43X Cap: $775.45B
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• Procter & Gamble Company (The) (PG $150.50)
  • $150.50 P/E (TTM): 23.11X Cap: $356.31B
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• Prudential Financial Inc. (PRU $92.34)
  • $92.34 P/E (TTM): 9.56X Cap: $33.03B
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• Brookfield Corporation Class A Limited Voting Shares (BN $52.81)
  • $52.81 P/E (TTM): 83.41X Cap: $123.67B
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Q: What would be your best three stocks for a long term hold that have a good combination of dividend yield and modest growth on both the US and Canadian side of the border ?

Upvote 19

Read Answer Asked by Robbie on April 21, 2025

• Luca Mining Corp. (LUCA $1.67)
  • $1.67 Cap: $470M
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Q: Please provide an update on Luca Mining now that it has achieved commercial production at its Tahuehueto mine. 85,000 and 100,000 gold equivalent ounces seems like a lot for a company with a market cap of 334M$. What is the difference between produced and payable metal? Thanks.

Upvote 2

Read Answer Asked by Mark on April 21, 2025

• Meta Platforms Inc. (META $638.18)
  • $638.18 P/E (TTM): 27.84X Cap: $1.65T
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• Oracle Corporation (ORCL $159.16)
  • $159.16 P/E (TTM): 28.08X Cap: $468.82B
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Q: I am thinking of investing in orcle or meta. Which one do you think would be the best choice?

Upvote 3

Read Answer Asked by Jerry on April 21, 2025

• Vanguard S&P 500 Index ETF (VFV $161.58)
  • $161.58 P/E (TTM): 26.01X Cap: $27.92B
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Q: Just read an article in the Globe and Mail, and other articles in The Economist:

"Investors have bet heavily on the U.S. economy. That’s not a great idea", by Ian McGugan

Given the concerns about the US these days (huge and increasing debt, failure of rule of law, outsized weighting in the world stock market, unhappy bond market, declining USD), should one reduce the exposure to US Indexes in a passive indexing portfolio with a long term horizon (5-10 years)?

If so, where would be a better place right now to put this money? Europe? Gold? Cash? Other?

Thanks in advance for your opinion.

Upvote 15

Read Answer Asked by Alfred on April 21, 2025

• TFI International Inc. (TFII $140.34)
  • $140.34 P/E (TTM): 38.89X Cap: $12.38B
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Q: Does TFII have a growth opportunity annd capacity ahead given impacts to their business model from tariffs and trade disruption? I am trying to assess, given it has now dropped by 50%, whether it is a reasonable time to action anything for this stock and if so, what direction it should be.

Upvote 8

Read Answer Asked by Peter on April 21, 2025

• Magna International Inc. (MG $76.94)
  • $76.94 P/E (TTM): 19.6X Cap: $22.14B
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Q: I have taken significant losses on a Magna holding over the years - it vulnerability is unfortunate as it has been a historically successful company and model even when the sector wasn’t.
Do you think it is worth continuing to hold and is it an appropriate time for tax loss harvesting?

Upvote 6

Read Answer Asked by Peter on April 21, 2025

Q: Hello. I work abroad and get paid in USD. I send regular transfers to my Cad dollar trading platform but also have a USD trading platform. In your opinion (not advice) would it be smarter to keep exchanging my USD for cheap CAD dollars for canadian stocks with the expectation that the CAD will eventually rise, or to move directly into my usd acccount for trading in us stocks? or a split? Thank you for your service.

Upvote 4

Read Answer Asked by Alex on April 21, 2025

• Nano One Materials Corp. (NANO $0.90)
  • $0.90 Cap: $99M
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Q: What are your thoughts on Nano:ca

Upvote 1

Read Answer Asked by Terry on April 21, 2025

• B2Gold Corp. (BTO $6.95)
  • $6.95 Cap: $9.55B
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• Snowline Gold Corp. (SGD)
  • Cap: $369M
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Q: could you please give your thoughts about BTO and SGD.
How much does BTO own of SGD currently?and what do you think are the plans of BTO with SGD?
Are there any other companies eying SGD right now that you are aware of?
What are your thoughts in general about SGD?

Upvote 1

Read Answer Asked by todd on April 21, 2025

• Alphabet Inc. (GOOG $303.21)
  • $303.21 P/E (TTM): 28.39X Cap: $3.73T
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• Canadian National Railway Company (CNR $141.50)
  • $141.50 P/E (TTM): 19.07X Cap: $88.16B
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Q: just wondering if you wanted to either buy cnr on the tsx or the canadian cdr goog today which one would you prefer for long term?

Upvote 5

Read Answer Asked by hans on April 21, 2025

• SPDR Gold Shares (GLD $466.88)
  • $466.88 Cap: $178.78B
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Q: Gold has done amazingly well. Do you think that it still has room to run given the ‘crowded trade’ or do you think it is susceptible to a lot of oscillation now? Who is going to be jumping in at this point?

Upvote 4

Read Answer Asked by Peter on April 21, 2025

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.61)
  • $12.61 P/E (TTM): 34.24X Cap: $3.72B
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Q: I just signed up with 5I a couple of weeks ago and you are suggesting I purchase more real estate holdings in my portfolio

Is DIR.UN a good buy at the moment and what is the long term prognosis.
Thanks
Ron

Upvote 5

Read Answer Asked by Ron on April 21, 2025

• WSP Global Inc. (WSP $222.56)
  • $222.56 P/E (TTM): 30.69X Cap: $30.80B
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• Stantec Inc. (STN $121.06)
  • $121.06 P/E (TTM): 28.89X Cap: $14.16B
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• Mattr Corp. (MATR $8.19)
  • $8.19 P/E (TTM): 14.26X Cap: $505M
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• Aecon Group Inc. (ARE $39.91)
  • $39.91 P/E (TTM): 419.3X Cap: $2.65B
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• Russel Metals Inc. (RUS $45.92)
  • $45.92 P/E (TTM): 15.57X Cap: $2.62B
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Q: Assuming Canada invests on infrastructure projects in order to support its natural resource sector to reach other than US markets, which cos do you recommend (plse refrain from suggesting BN and affiliates as I am not a fan) - thx

Upvote 5

Read Answer Asked by simon on April 21, 2025

• NVIDIA Corporation (NVDA $183.14)
  • $183.14 P/E (TTM): 37.71X Cap: $4.52T
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• Celestica Inc. (CLS $264.89)
  • $264.89 P/E (TTM): 37.55X Cap: $30.58B
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Q: How do you think Celetica will perform in the current environment? Recent significant downgrade at JPM. Is it likly to react based on NVDA performance?
Thanks for all your guidance,

Mike

Upvote 5

Read Answer Asked by Michael on April 21, 2025

• Global X US Dollar Currency ETF (DLR $13.88)
  • $13.88 P/E (TTM): 13.15X Cap: $280M
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Q: When determining t1135 tax form threshold reporting requirements, do Dlr and Dlr.u holding held in a non registered account need to be included in the calculation.

Upvote 1

Read Answer Asked by Brad on April 21, 2025

• Illinois Tool Works Inc. (ITW $265.62)
  • $265.62 P/E (TTM): 25.98X Cap: $78.22B
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• Loblaw Companies Limited (L $62.08)
  • $62.08 P/E (TTM): 12.05X Cap: $72.96B
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• Dollarama Inc. (DOL $194.40)
  • $194.40 P/E (TTM): 41.57X Cap: $52.91B
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• Metro Inc. (MRU $93.61)
  • $93.61 P/E (TTM): 27.3X Cap: $19.98B
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• Toromont Industries Ltd. (TIH $196.69)
  • $196.69 P/E (TTM): 33.23X Cap: $16.43B
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• North West Company Inc. (The) (NWC $54.23)
  • $54.23 P/E (TTM): 18.7X Cap: $2.57B
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• Hydro One Limited (H $59.29)
  • $59.29 P/E (TTM): 27.3X Cap: $35.18B
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• Rollins Inc. (ROL $55.59)
  • $55.59 P/E (TTM): 51.63X Cap: $26.97B
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• Brown & Brown Inc. (BRO $67.65)
  • $67.65 P/E (TTM): 21.7X Cap: $25.02B
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Q: Please rank the following stocks to purchase today for a 20 year hold. Thanks

Upvote 7

Read Answer Asked by Ben on April 21, 2025

• goeasy Ltd. (GSY $35.02)
  • $35.02 P/E (TTM): 3.62X Cap: $653M
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• Enterprise Group Inc. (E $1.26)
  • $1.26 P/E (TTM): 26.81X Cap: $98M
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Q: Hello,

How do I track the purchase buy backs of a company? More specifically, I'm curious to know how GSY and Enterprise Group (E.TO) are faring in their buy back programs.

You sometimes send out a link to websites but I can't find the post so I apologise if this is a repeat question.

Thanks.

Upvote 7

Read Answer Asked by Michael on April 21, 2025

• BCE Inc. (BCE $35.03)
  • $35.03 P/E (TTM): 5.39X Cap: $32.81B
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Q: I am left wondering if your romance with BCE remains warm and positive for a future together, or might there be a separation pending? Is BCE’s vibe a little too “landline in a wireless world?

Upvote 9

Read Answer Asked by Claus on April 21, 2025

• Avino Silver & Gold Mines Ltd. (ASM $10.18)
  • $10.18 P/E (TTM): 56.2X Cap: $1.74B
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• Wheaton Precious Metals Corp. (WPM $198.85)
  • $198.85 P/E (TTM): 68.28X Cap: $91.73B
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• Torex Gold Resources Inc. (TXG $70.96)
  • $70.96 P/E (TTM): 12.32X Cap: $6.94B
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Q: Would you please provide your top four precious metal investments in relatively safe jurisdictions? I already hold PAAS, AEM, FNV and a small amount of bullion. I would like to diversify a little more in this sector.
Would you recommend waiting for a dip in price?
With appreciation,
Ed

Upvote 2

Read Answer Asked by Ed on April 21, 2025

• Celestica Inc. (CLS $361.28)
  • $361.28 P/E (TTM): 37.55X Cap: $41.54B
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• Vitalhub Corp. (VHI $8.10)
  • $8.10 P/E (TTM): 162.94X Cap: $525M
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• Propel Holdings Inc. (PRL $18.70)
  • $18.70 P/E (TTM): 10.29X Cap: $750M
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Q: 5i, I "must sell" one or two of the above, in which order would you sell ? I need cash to pay taxes

thank you

Upvote 5

Read Answer Asked by Fernando on April 21, 2025