Investment Q&A

• Brookfield Business Partners L.P. (BBU.UN $34.42)
  • $34.42 Cap: $7.24B
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Q: Comments are earnings please. BBU

Upvote 2

Read Answer Asked by Margot on August 06, 2025

• Stingray Group Inc. Subordinate Voting Shares (RAY.A $9.85)
  • $9.85 P/E (TTM): 18.53X Cap: $666M
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Q: please comment on the first q results. Thanks

Upvote 2

Read Answer Asked by Murray on August 06, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $199.46)
  • $199.46 P/E (TTM): 83.94X Cap: $259.17B
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Q: I know the conference call has not occurred yet, but can I please get initial comments on earnings.

Upvote 12

Read Answer Asked by Aaron on August 06, 2025

• Boyd Group Services Inc. (BYD $211.76)
  • $211.76 P/E (TTM): 225.99X Cap: $4.54B
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Q: Hi

Buy, sell, or hold?

It’s down a lot and I’m leaning to selling half.

Thanks

Upvote 3

Read Answer Asked by Robert on August 06, 2025

• Sun Life Financial Inc. (SLF $80.21)
  • $80.21 P/E (TTM): 14.51X Cap: $45.59B
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• Sun Life Financial Inc. (SLF $58.06)
  • $58.06 P/E (TTM): 14.51X Cap: $33B
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Q: SLF--Buyable today and good entry price.Do U favour Slf over MFC , and what are the reasons? Txs for u usual great services & views

Upvote 6

Read Answer Asked by Peter on August 06, 2025

• Nutrien Ltd. (NTR $78.63)
  • $78.63 P/E (TTM): 180.91X Cap: $38.20B
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Q: Hello 5i,

There has been a few questions on why Nutrien was rising. This video shows the effect when China and Russia cut off exports of phosphorous, and now the big surprise that was just announced. We purchased NTR a few months ago and have done well. See the link below for information on a major discovery.

https://www.youtube.com/watch?v=5ktIzM4BGgg

Do you have any comments? Would you consider selling 1/2 or all of NTR based on the new discovery?

Thank you for your help.

D&J

Upvote 4

Read Answer Asked by Jerry on August 06, 2025

• iShares Silver Trust (SLV $34.50)
  • $34.50 Cap: $18.30B
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• SPDR Gold Shares ETF (GLD $307.25)
  • $307.25 Cap: $102.92B
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• VanEck Gold Miners ETF (GDX $57.70)
  • $57.70 P/E (TTM): 35.2X Cap: $17B
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• Sprott Physical Gold Trust Unit (PHYS $25.62)
  • $25.62 P/E (TTM): 24.9X Cap: $10.33B
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• Sprott Physical Silver Trust Units (PSLV $12.89)
  • $12.89 Cap: $6.40B
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• iShares Gold Trust (IAU $62.90)
  • $62.90 Cap: $48.55B
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Q: Can you suggest one or two US listed precious metals ETFs?

Upvote 5

Read Answer Asked by Chris on August 06, 2025

• Arista Networks Inc. (ANET $136.48)
  • $136.48 P/E (TTM): 59.6X Cap: $171.53B
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Q: Hi, Could you please comment on ANET earnings. Thank you

Upvote 1

Read Answer Asked by francis on August 06, 2025

• Tidewater Inc. (TDW $55.84)
  • $55.84 P/E (TTM): 14.38X Cap: $2.84B
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Q: Tidewater popped 30% on news. Can you explain why and what's the outlook for the company along with an in depth analysis of it's financial ratios and insider buying? Thanks

Upvote 1

Read Answer Asked by James on August 06, 2025

• iShares Russell 2000 Growth ETF (IWO $300.45)
  • $300.45 P/E (TTM): 51.69X Cap: $12.10B
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $43.59)
  • $43.59 P/E (TTM): 82.32X Cap: $636M
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• iShares Russell 1000 Growth ETF (IWF $450.43)
  • $450.43 P/E (TTM): 99.49X Cap: $117.71B
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• iShares Russell Top 200 Growth ETF (IWY $261.66)
  • $261.66 P/E (TTM): 97.9X Cap: $14.95B
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Q: Best ETF for growth oriented investors IWY or IWF?

Any ETF tracking the same indexes in Canadian dollars?

Upvote 5

Read Answer Asked by Marcela on August 06, 2025

• Equity Residential of Beneficial Interest (EQR $63.51)
  • $63.51 P/E (TTM): 23.93X Cap: $24.25B
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• Digital Realty Trust Inc. (DLR $166.22)
  • $166.22 P/E (TTM): 44.54X Cap: $56.68B
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• Healthpeak Properties (DOC $17.04)
  • $17.04 P/E (TTM): 68.0X Cap: $11.84B
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Q: I’m interested in adding to REITs while they are out of favour, is the future and balance sheets decent with these companies? It looks like a good time to buy for conservative income and some growth would you agree?

Upvote 1

Read Answer Asked by Mark on August 06, 2025

• Topicus.com Inc. (TOI $163.78)
  • $163.78 P/E (TTM): 83.99X Cap: $21.26B
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• Lumine Group Inc. (LMN $46.62)
  • $46.62 Cap: $11.96B
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Q: Would you be comfortable adding after latest earnings release ?

Is there a preference for one over the other, today, with more visibility about integration of recent large acquisitions ?

Upvote 11

Read Answer Asked by rajeev on August 06, 2025

• Celestica Inc. (CLS $271.62)
  • $271.62 P/E (TTM): 47.58X Cap: $31.24B
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• Lumine Group Inc. (LMN $46.62)
  • $46.62 Cap: $11.96B
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Q: for a long term hold, which stock looks best to you - Lumine or Celestica. Many thanks

Upvote 16

Read Answer Asked by Patricia on August 06, 2025

• Nebius Group N.V. (NBIS $68.46)
  • $68.46 Cap: $16.30B
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Q: Blaize Holdings was mentioned on BNN along NBIS as a company to watch.

Size wise no comparison, very small. What’s your take?

Upvote 5

Read Answer Asked by JR on August 06, 2025

• ODDITY Tech Ltd. (ODD $58.35)
  • $58.35 Cap: $3.25B
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Q: Peter, the 1/4 and guidance from ODD today seemed good but the stock was sold hard. Thoughts on why and how the future looks ? We added some shares at the close. Thank you.

Upvote 1

Read Answer Asked by Paul on August 06, 2025

• kneat.com inc. (KSI $5.69)
  • $5.69 Cap: $540M
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Q: Please comment on earning. Thanks for your excellent service .

Upvote 5

Read Answer Asked by Lai Kuen on August 06, 2025

• Canadian National Railway Company (CNR $128.08)
  • $128.08 P/E (TTM): 17.81X Cap: $79.94B
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• Sun Life Financial Inc. (SLF $80.21)
  • $80.21 P/E (TTM): 14.51X Cap: $45.59B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,363.55)
  • $2,363.55 P/E (TTM): 8.3X Cap: $51.03B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $44.57)
  • $44.57 P/E (TTM): 79.75X Cap: $21.79B
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• FirstService Corporation (FSV $275.87)
  • $275.87 P/E (TTM): 62.66X Cap: $12.56B
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• Kinaxis Inc. (KXS $196.50)
  • $196.50 P/E (TTM): 167.07X Cap: $5.55B
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• Agnico Eagle Mines Limited (AEM $183.39)
  • $183.39 P/E (TTM): 41.67X Cap: $92.19B
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• Thomson Reuters Corporation (TRI $231.86)
  • $231.86 P/E (TTM): 35.64X Cap: $104.49B
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• Alimentation Couche-Tard Inc. (ATD $69.29)
  • $69.29 P/E (TTM): 18.59X Cap: $65.69B
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• Nutrien Ltd. (NTR $78.63)
  • $78.63 P/E (TTM): 180.91X Cap: $38.20B
  • View NTR Profile
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Q: If you had a pretty well diversified portfolio of Canadian stocks and didn't own any of these 10, how would you rank them in order of desirability to add to the portfolio for long term growth? Which ones would you definitely add?

Upvote 21

Read Answer Asked by Dan on August 06, 2025

• Sportradar Group AG (SRAD $31.18)
  • $31.18 Cap: $9.33B
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Q: Hi team,
Sportradar dropped today on earnings. What’s your take on earnings and the company’s growth prospects from here ? Is it a buy, hold, or sell now after today’s dip?

Thanks,
Shane

Upvote 8

Read Answer Asked by Shane on August 06, 2025

Q: You have been extremely kind to help us with US Stocks and we have extremely benefited from it, but would prefer answer to Canadian stocks
First as sometimes there are too many US stocks answered and I read all before getting into Canadian Stocks.(

Upvote 8

Read Answer Asked by Nizar on August 05, 2025

• Amazon.com Inc. (AMZN $230.98)
  • $230.98 P/E (TTM): 33.76X Cap: $2.46T
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• Alphabet Inc. (GOOG $203.82)
  • $203.82 P/E (TTM): 21.77X Cap: $2.46T
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• Intuitive Surgical Inc. (ISRG $477.08)
  • $477.08 P/E (TTM): 66.6X Cap: $171.02B
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Q: good afternoon - I have positions in both AMZN and GOOG, with modest gains in GOOG and good gains in AMZN. I'm looking at the respective P/E's and wondering if this is a good time to sell AMZN and increase GOOG. Taxes not an issue for two thirds of my AMZN. Do you think that GOOG will increase in value at a greater rate than AMZN in the coming years? I like both companies but this looks like an opportunity to high grade a portion of my portfolio. Thanks. Al

Many thanks

Upvote 9

Read Answer Asked by alex on August 05, 2025