Investment Q&A

• Topicus.com Inc. (TOI $182.60)
  • $182.60 P/E (TTM): 96.56X Cap: $24.02B
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Q: A recent question asked for a suggested entry stock price for TOI. Your answer was $154. Today (May 12) TOI closed at $159.52. That is a difference of $5. My question is what parameters & technique did you use to determine that $154 could be an entry price. Thanks … Cal

Upvote 9

Read Answer Asked by cal on May 06, 2025

• iShares Core Canadian Short Term Bond Index ETF (XSB $26.94)
  • $26.94 Cap: $3.03B
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.65)
  • $18.65 Cap: $829M
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• Vanguard Canadian Aggregate Bond Index ETF (VAB $22.88)
  • $22.88 Cap: $5.66B
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Q: What type of bond funds are best to invest in right now? Long term duration or short term, funds or can I buy individual bonds? Could you make recommendations for investing in todays market for the bond side of portfolio. I would prefer to make a 4-5% dividend but don't know if that is possible. Thank you!

Upvote 8

Read Answer Asked by Pat on May 06, 2025

• Expedia Group Inc. (EXPE $185.14)
  • $185.14 P/E (TTM): 21.7X Cap: $23.53B
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• United Rentals Inc. (URI $861.26)
  • $861.26 P/E (TTM): 22.49X Cap: $55.41B
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• Celestica Inc. (CLS $273.15)
  • $273.15 P/E (TTM): 44.04X Cap: $31.41B
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• Shift4 Payments Inc. Class A (FOUR $82.20)
  • $82.20 P/E (TTM): 29.2X Cap: $7.26B
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• Propel Holdings Inc. (PRL $35.71)
  • $35.71 P/E (TTM): 18.35X Cap: $1.39B
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• D2L Inc. Subordinate Voting Shares (DTOL $15.90)
  • $15.90 P/E (TTM): 22.76X Cap: $870M
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Q: Hi guys....great service....just wondering if you have 2-3 names on both sides of the border...undervalued and you think are great opportunities for bounceback over the next 6-12 months...

Upvote 26

Read Answer Asked by dan on May 06, 2025

• Toromont Industries Ltd. (TIH $143.64)
  • $143.64 P/E (TTM): 24.05X Cap: $11.67B
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• TFI International Inc. (TFII $123.02)
  • $123.02 P/E (TTM): 20.67X Cap: $10.33B
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Q: Why would I want to hold these in the current economic conditions? If things change can they reach highs again or do you predict further downward movement? Appreciate your insight.

Upvote 9

Read Answer Asked by Neil on May 06, 2025

• Miscellaneous (MISC)
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Q: Thanks for your RRSP & LIRA information

Please advise how do I check which CDN dividend stocks are eligible. I am in Ontario.

1) Currently I own TD, BNS do they qualify.
2) Do all the stocks in Income portfolio qualify
3) Please share few examples or website that has the list of stocks.


Your answer ( If a Canadian owns ONLY Canadian dividend stocks with eligible dividends, they can earn $48,000 or so completely tax free (the amount varies by province)

Thanks for your support and advice

Upvote 3

Read Answer Asked by Hector on May 06, 2025

• Starbucks Corporation (SBUX $88.99)
  • $88.99 P/E (TTM): 32.68X Cap: $101.15B
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• Chipotle Mexican Grill Inc. (CMG $42.69)
  • $42.69 P/E (TTM): 37.73X Cap: $57.24B
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Q: I sold SBUX to take a capital loss and bought CMG as a proxy. After comparing growth projections and balance sheets I am wondering if I should bother buying back Starbucks after 30 days or just keep Chipotle. SBUX looks cheaper but maybe cheap for a reason. Can you please compare the two and provide your thoughts as to which one would be better for a long term hold?

Upvote 2

Read Answer Asked by Stefan on May 06, 2025

Q: I would like to use the Norbert's gambit to convert a significant amount of USD to CAD. What would you suggest (stock, ETF, other) to use for the transactions?

Upvote 10

Read Answer Asked by jacques on May 06, 2025

• Parkland Corporation (PKI $38.36)
  • $38.36 P/E (TTM): 35.26X Cap: $6.69B
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Q: what do you think of the deal on the table. Are shareholders getting fair value?

Upvote 6

Read Answer Asked by wayne on May 06, 2025

• Genius Sports Limited (GENI $11.67)
  • $11.67 Cap: $2.79B
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Q: Can I get your thoughts on Genius Sports latest quarter? They beat top and bottom, reaffirmed 2025 guidance, and yet it is trading down 10% premarket. Was market expecting something bigger?

Upvote 4

Read Answer Asked by Neil on May 06, 2025

• Intuitive Surgical Inc. (ISRG $474.06)
  • $474.06 P/E (TTM): 69.84X Cap: $169.93B
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• Abbott Laboratories (ABT $130.93)
  • $130.93 P/E (TTM): 16.97X Cap: $227.87B
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• Becton Dickinson and Company (BDX $172.41)
  • $172.41 P/E (TTM): 34.28X Cap: $49.41B
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• Boston Scientific Corporation (BSX $102.95)
  • $102.95 P/E (TTM): 76.52X Cap: $152.54B
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• iShares U.S. Medical Devices ETF (IHI $59.78)
  • $59.78 P/E (TTM): 105.73X Cap: $4.23B
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Q: Comments on earnings and if buy, sell or hold. What is happening with medical devices in the current economic environment? Thank you!

Upvote 8

Read Answer Asked by Neil on May 06, 2025

• Alphabet Inc. (GOOG $196.92)
  • $196.92 P/E (TTM): 21.8X Cap: $2.38T
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• NVIDIA Corporation (NVDA $179.42)
  • $179.42 P/E (TTM): 57.5X Cap: $4.37T
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• CrowdStrike Holdings Inc. (CRWD $451.69)
  • $451.69 Cap: $110.10B
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• Palantir Technologies Inc. (PLTR $179.54)
  • $179.54 P/E (TTM): 753.35X Cap: $423.69B
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Q: Can you provide a list of US companies YOU hold? Please list them in order of weighting size ? 1) being the largest

Are you looking to add/sell any? Which US stocks are currently on your watch list?

Thank you

Upvote 23

Read Answer Asked by Nick on May 06, 2025

• Constellation Software Inc. (CSU $4,723.53)
  • $4,723.53 P/E (TTM): 100.04X Cap: $100.09B
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• Topicus.com Inc. (TOI $182.60)
  • $182.60 P/E (TTM): 96.56X Cap: $24.02B
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• Lumine Group Inc. (LMN $52.75)
  • $52.75 Cap: $13.60B
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Q: My LMN has become 4% of my portfolio - bought most at $17.50 minus the amount given my CSU. I have a 5% position in CSU and virtually no TOI. Sell some LMN to buy TOI? Just buy TOI or considered myself covered by CSU? Growth investor, 10 year horizon. What would you do if it were your account?

Upvote 16

Read Answer Asked by Don on May 06, 2025

• TMX Group Limited (X $56.32)
  • $56.32 P/E (TTM): 36.01X Cap: $15.65B
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Q: Your comments on earnings (X) please

Upvote 3

Read Answer Asked by Margot on May 06, 2025

• Parkland Corporation (PKI $38.36)
  • $38.36 P/E (TTM): 35.26X Cap: $6.69B
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Q: Hi,
Sunoco has offered to buy Parkland @ $44 per share or for a mix of cash/shares. PKI closed at $38.25. Is this a good opportunity or is there a lot of deal risk? Little confused by the lack of stock movement. Holding a small position.
Thanks!

Upvote 6

Read Answer Asked by KERRI on May 06, 2025

• goeasy Ltd. (GSY $186.00)
  • $186.00 P/E (TTM): 12.26X Cap: $3.06B
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• Topicus.com Inc. (TOI $182.60)
  • $182.60 P/E (TTM): 96.56X Cap: $24.02B
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• Propel Holdings Inc. (PRL $35.71)
  • $35.71 P/E (TTM): 18.35X Cap: $1.39B
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• Lumine Group Inc. (LMN $52.75)
  • $52.75 Cap: $13.60B
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Q: Please suggest entry stock price for them. Thanks a million

Upvote 10

Read Answer Asked by Lai Kuen on May 06, 2025

• Booking Holdings Inc. (BKNG $5,536.31)
  • $5,536.31 P/E (TTM): 34.03X Cap: $179.43B
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• Uber Technologies Inc. (UBER $89.22)
  • $89.22 P/E (TTM): 15.65X Cap: $186.57B
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Q: For new money, BKNG or UBER? Also, despite having different industry classifications, intuitively it seems that they would be likely to move in concert in the market (I think they have the same Beta), would you agree? When I overlaid 5 year charts, it seems they pretty much moved together except at the end of 2024.

Upvote 6

Read Answer Asked by Stephen R. on May 06, 2025

• NexGen Energy Ltd. (NXE $9.75)
  • $9.75 Cap: $5.55B
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• Alphabet Inc. (GOOG $196.92)
  • $196.92 P/E (TTM): 21.8X Cap: $2.38T
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• NVIDIA Corporation (NVDA $179.42)
  • $179.42 P/E (TTM): 57.5X Cap: $4.37T
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• Sea Limited American Depositary Shares each representing one Class A (SE $147.54)
  • $147.54 P/E (TTM): 204.65X Cap: $87.34B
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• Celestica Inc. (CLS $273.15)
  • $273.15 P/E (TTM): 44.04X Cap: $31.41B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $212.82)
  • $212.82 P/E (TTM): 104.82X Cap: $276.10B
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• goeasy Ltd. (GSY $186.00)
  • $186.00 P/E (TTM): 12.26X Cap: $3.06B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $126.82)
  • $126.82 P/E (TTM): 19.09X Cap: $1.50B
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• Vitalhub Corp. (VHI $13.47)
  • $13.47 P/E (TTM): 302.89X Cap: $751M
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• Topicus.com Inc. (TOI $182.60)
  • $182.60 P/E (TTM): 96.56X Cap: $24.02B
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• Propel Holdings Inc. (PRL $35.71)
  • $35.71 P/E (TTM): 18.35X Cap: $1.39B
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• Lumine Group Inc. (LMN $52.75)
  • $52.75 Cap: $13.60B
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• Nebius Group N.V. (NBIS $55.09)
  • $55.09 Cap: $13.11B
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Q: Good Morning,

For a three year hold and potential share price appreciation through growth, in which order might you prefer to purchase the following stocks today: Nvidia, Goog, Nebius, Lumine, Topicus, Vitalhub, SE, Shop, Celestica, Propel, Goeasy, Nexgen, Hammond Power. Thank you. Brad

Upvote 29

Read Answer Asked by Bradley on May 06, 2025

• WSP Global Inc. (WSP $284.47)
  • $284.47 P/E (TTM): 52.11X Cap: $37.12B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $212.82)
  • $212.82 P/E (TTM): 104.82X Cap: $276.10B
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• Propel Holdings Inc. (PRL $35.71)
  • $35.71 P/E (TTM): 18.35X Cap: $1.39B
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• Brookfield Corporation Class A Limited Voting Shares (BN $92.87)
  • $92.87 P/E (TTM): 241.4X Cap: $153B
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Q: What are the street estimates for PRL, WSP, IFC and SHOP ? Thank You

Upvote 5

Read Answer Asked by rajeev on May 06, 2025

• Freehold Royalties Ltd. (FRU $13.10)
  • $13.10 P/E (TTM): 17.04X Cap: $2.14B
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Q: As a holder of FRU, I notice that there has been a marked decline beginning in early April. Does there exist any evidence of major sales by large holders, such as institutions, ETFs or, say, CNR?
Thanks for all you do, Bill

Upvote 7

Read Answer Asked by Bill on May 05, 2025

• Albemarle Corporation (ALB $67.30)
  • $67.30 Cap: $7.92B
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Q: Q: Could you please provide update on ALB. What is their balance sheet? Would you buy it?

Thank you for great service,
Milan

Upvote 3

Read Answer Asked by Milan on May 05, 2025