Investment Q&A

• Air Canada Voting and Variable Voting Shares (AC $18.44)
  • $18.44 P/E (TTM): 4.92X Cap: $5.40B
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Q: Good afternoon,

AC announces terms of the $500 million issuer bid. The offer is a modified Dutch Auction at a price range $18.50 - $21.00, its not clear to me what price one can tender their shares . Please explain it to me simply.. Thanks , George

Upvote 3

Read Answer Asked by George on May 15, 2025

• Cisco Systems Inc. (CSCO $73.11)
  • $73.11 P/E (TTM): 27.97X Cap: $288.22B
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Q: With their recent good numbers and guidance and their expansion into AI infrastructure, what do you think it means for them in the future for the next 6 to 12 months.

Upvote 1

Read Answer Asked by Jocelyne on May 15, 2025

• Agnico Eagle Mines Limited (AEM $225.58)
  • $225.58 P/E (TTM): 32.07X Cap: $114.38B
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Q: I am looking at adding to a small position in Agnico Eagle. What is the current P/E and would you be adding given the recent pullback and the volatility of the price of Gold?

Thank you
Tim

Upvote 4

Read Answer Asked by Timothy on May 15, 2025

• TELUS Corporation (T $20.51)
  • $20.51 P/E (TTM): 32.14X Cap: $31.65B
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Q: One more time on Telus: the elevated payout ratio and the fact that they're not using dollars from the profitable Telus International is a huge concern but has the recent purchase of Workplace Options improved the picture in your view?

Upvote 5

Read Answer Asked by Kim on May 15, 2025

• Power Corporation of Canada Subordinate Voting Shares (POW $65.70)
  • $65.70 P/E (TTM): 15.22X Cap: $41.93B
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Q: What do you think of their latest quarter.

Upvote 3

Read Answer Asked by don on May 15, 2025

• NVIDIA Corporation (NVDA $202.49)
  • $202.49 P/E (TTM): 58.99X Cap: $4.93T
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• Constellation Software Inc. (CSU $3,691.08)
  • $3,691.08 P/E (TTM): 84.2X Cap: $76.01B
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Q: Which has the most upside consolation or nivia

Upvote 6

Read Answer Asked by don on May 15, 2025

• NVIDIA Corporation (NVDA $202.49)
  • $202.49 P/E (TTM): 58.99X Cap: $4.93T
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Q: YNVD Can you explain in (layman's terms) how the NVIDIA Yield Shares Purpose ETF works? A friend brought this name up and told me this ETF yields about 25% and also has capital growth. How does it work, it seems too good to be true.

Upvote 5

Read Answer Asked by Victor on May 15, 2025

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.29)
  • $6.29 P/E (TTM): 20.39X Cap: $668M
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Q: Would like your opinion on the new debenture issue -is this a reasonable risk
for fixed income (5% max) or is the rate a red flag? How is the debt /cash flow ?

Upvote 3

Read Answer Asked by Scott on May 15, 2025

• Nova Leap Health Corp. (NLH $0.27)
  • $0.27 Cap: $23M
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Q: Is there any hope for this company

Upvote 1

Read Answer Asked by Barry on May 15, 2025

• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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• AeroVironment Inc. (AVAV $369.91)
  • $369.91 Cap: $18.26B
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• L3Harris Technologies Inc. (LHX $289.10)
  • $289.10 P/E (TTM): 32.05X Cap: $55.36B
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• RTX Corporation (RTX $178.50)
  • $178.50 P/E (TTM): 38.76X Cap: $237.48B
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Q: Do you have any suggestions for companies that will benefit from potential increases in defense spending - Canada and US

Upvote 8

Read Answer Asked by Maria on May 15, 2025

• ATCO Ltd. Class I Non-voting Shares (ACO.X $52.85)
  • $52.85 P/E (TTM): 13.41X Cap: $5.91B
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Q: Hi Peter & Team,

Our new PM frequently mentions modular housing as a way to rapidly build up Canada's housing supply. Since ATCO is apparently a large player in modular housing, do you believe that this could provide some tailwinds to ATCO stock? Your insight is highly valued.

Upvote 3

Read Answer Asked by Jerry on May 15, 2025

• PRO Real Estate Investment Trust (PRV.UN $6.02)
  • $6.02 P/E (TTM): 17.6X Cap: $401M
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Q:
Please comment on their most recent quarter and their recent acquisition in Winnipeg.

Thanks

Peter

Upvote 1

Read Answer Asked by Peter on May 15, 2025

• WELL Health Technologies Corp. (WELL $5.25)
  • $5.25 Cap: $1.32B
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Q: Bit confused on WELL. In one response, it says it was a solid quarter with no negative comments. Management re-iterated guidance. In another response, issues raised about debt etc and it's rated a hold. Stock shot up in the morning and then gradually declined into a loss. Can you ofer an explanation on what's happening with WELL. Was the quarter encouraging or not.

Upvote 10

Read Answer Asked on May 14, 2025

• Apple Inc. (AAPL $270.37)
  • $270.37 P/E (TTM): 40.93X Cap: $4.02T
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• Broadcom Inc. (AVGO $369.63)
  • $369.63 P/E (TTM): 98.46X Cap: $1.77T
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• QUALCOMM Incorporated (QCOM $180.90)
  • $180.90 P/E (TTM): 17.26X Cap: $191.26B
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• Texas Instruments Incorporated (TXN $161.46)
  • $161.46 P/E (TTM): 29.3X Cap: $144.55B
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Q: Do you recommended QCOM as a good stock to own for long term dividend growth? Are you concerned about Apple and other cellphone manufacturers moving away from QCOM technology? I already own TXN and AVGO - is QCOM sufficiently different to hold as well?

Upvote 5

Read Answer Asked by David on May 14, 2025

• WELL Health Technologies Corp. (WELL $5.25)
  • $5.25 Cap: $1.32B
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Q: Hi 5i Team - Do you have confidence that the management team can execute on their plans. We have held this stock for some time based on their potential but it doesn't seem to realize this potential. It's performance has been disappointing so am wondering what it would take to get discouraged investors interested again. What are the insider holdings and has there been any recent buying or selling by them. If you think it best to wait until after it reports
tomorrow before answering that's fine. I am considering selling all our shares and using the money elsewhere but want to consider all the factors. Thanks.

Upvote 11

Read Answer Asked by Rob on May 14, 2025

Q: Your thoughts on their report today? Thanks

Upvote 1

Read Answer Asked by Michael on May 14, 2025

• TerraVest Industries Inc. (TVK $135.78)
  • $135.78 Cap: $2.94B
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Q: Good Morning, could we please have your comments on the latest and YTD numbers? Thank you.

Upvote 8

Read Answer Asked by Roger on May 14, 2025

Q: Everyone, three months have passed since I asked this same question, so what are the three issues that you are worrying about today? Clayton

Upvote 21

Read Answer Asked by Clayton on May 14, 2025

• Republic Services Inc. (RSG $208.24)
  • $208.24 P/E (TTM): 31.14X Cap: $65.54B
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• Waste Management Inc. (WM $199.77)
  • $199.77 P/E (TTM): 29.26X Cap: $80.80B
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• Waste Connections Inc. (WCN $235.22)
  • $235.22 P/E (TTM): 67.53X Cap: $61.57B
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• GFL Environmental Inc. Subordinate no par value (GFL $43.69)
  • $43.69 Cap: $15.95B
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Q: Hi Team,

Can you please compare the valuation to it's peers and comment on its long term outlook?

Thank you

Upvote 2

Read Answer Asked by Keith on May 14, 2025

• DeFi Technologies Inc. (DEFI)
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Q: Your thoughts on DEFI's earnings that were reported this morning and outlook for the stock going forward?

Thanks

Phil

Upvote 1

Read Answer Asked by philip on May 14, 2025