Investment Q&A

• Miscellaneous (MISC)
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• BMO S&P 500 Index ETF (ZSP $99.70)
  • $99.70 P/E (TTM): 25.46X Cap: $20.71B
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• BMO Equal Weight Banks Index ETF (ZEB $58.78)
  • $58.78 P/E (TTM): 15.15X Cap: $4.73B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.56)
  • $52.56 P/E (TTM): 18.19X Cap: $25.67B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.52)
  • $42.52 P/E (TTM): 16.81X Cap: $1.11B
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• State Street SPDR S&P 500 ETF Trust (SPY $666.06)
  • $666.06 P/E (TTM): 26.17X Cap: $663.94B
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• INVESCO QQQ Trust (QQQ $597.26)
  • $597.26 P/E (TTM): 33.2X Cap: $385.05B
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• Vanguard Balanced ETF Portfolio (VBAL $36.86)
  • $36.86 P/E (TTM): 6.89X Cap: $4.79B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $108.06)
  • $108.06 P/E (TTM): 31.86X Cap: $1.80B
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Q: What ETF would you buy to be long the market in this volatile environment (moderate risk - some income if possible)? If you can suggest 3 with a brief comment that would be great. Thank you.

Upvote 12

Read Answer Asked by Pierre on April 10, 2025

• Zedcor Inc. (ZDC $5.45)
  • $5.45 P/E (TTM): 389.29X Cap: $575M
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Q: This company seems exempt from much tariff impact according to their recent press release and since they're continuing to expand their manufacturing capabilities and growing into new US markets - how do you view this company going forward?

It seems expensive on a PE basis but wondering your thoughts.

Also - do you know when this company reports and the outlook for earnings?

Upvote 4

Read Answer Asked by Michael on April 10, 2025

• Zedcor Inc. (ZDC $5.45)
  • $5.45 P/E (TTM): 389.29X Cap: $575M
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Q: Good morning, may I have your view of the latest results? Cheers

Upvote 5

Read Answer Asked by Seamus on April 10, 2025

• NexGen Energy Ltd. (NXE $16.95)
  • $16.95 Cap: $11.20B
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• Cameco Corporation (CCJ $115.30)
  • $115.30 P/E (TTM): 129.54X Cap: $50.31B
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• Sprott Physical Uranium Trust (U.UN $27.40)
  • $27.40 P/E (TTM): 2.53X Cap: $6.32B
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• Sprott Uranium Miners ETF (URNM $67.11)
  • $67.11 P/E (TTM): 79.71X Cap: $2.34B
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Q: Can you rank these 4 in terms of upside over the next decade? Do you prefer the stocks, ETF's or the actual metal? Also, do you recommend any other that's not in this list?
Thanks

Upvote 3

Read Answer Asked by Rob on April 10, 2025

• Costco Wholesale Corporation (COST $1,003.32)
  • $1,003.32 P/E (TTM): 68.95X Cap: $445.12B
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• Alphabet Inc. (GOOG $303.21)
  • $303.21 P/E (TTM): 28.53X Cap: $3.67T
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• JPMorgan Chase & Co. (JPM $282.89)
  • $282.89 P/E (TTM): 14.37X Cap: $762.96B
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• Procter & Gamble Company (The) (PG $150.50)
  • $150.50 P/E (TTM): 22.71X Cap: $349.76B
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• Prudential Financial Inc. (PRU $92.34)
  • $92.34 P/E (TTM): 9.5X Cap: $32.13B
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• Williams Companies Inc. (The) (WMB $73.00)
  • $73.00 P/E (TTM): 34.77X Cap: $89.16B
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• Berkshire Hathaway Inc. (BRK.B $491.89)
  • $491.89 P/E (TTM): 0.04X Cap: $1.05T
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Q: What would be your top 10 US and Canadian stocks for a recession into 2028 with a 75% value ,25% growth protectionist portfolio strategy thanks

Upvote 23

Read Answer Asked by andre on April 10, 2025

• Canacol Energy Ltd. (CNE $1.53)
  • $1.53 Cap: $52M
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Q: What are your current thoughts on CNE? Gas prices in Columbia have increased and the political situation doesn't seem as precarious as a few years ago.

Upvote 1

Read Answer Asked by Brendon on April 10, 2025

• CRISPR Therapeutics AG (CRSP $48.87)
  • $48.87 Cap: $4.69B
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Q: You haven't reviewed CRISPR in over a year. Any new thoughts on prospects for further growth?

Upvote 2

Read Answer Asked by Murray on April 10, 2025

Q: I made a terrible mistake and shorted the stock market yesterday. Consequently, I am down BIG TIME. I need to cover my losses and sell some stocks. Which five of the following would you suggest selling if I am thinking long-term holds? Should I sell some of each? Which should I sell the most of?

Upvote 3

Read Answer Asked by Lucy on April 10, 2025

• Alphabet Inc. (GOOG $303.21)
  • $303.21 P/E (TTM): 28.53X Cap: $3.67T
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• Intuitive Surgical Inc. (ISRG $479.27)
  • $479.27 P/E (TTM): 62.63X Cap: $170.20B
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• NVIDIA Corporation (NVDA $183.14)
  • $183.14 P/E (TTM): 37.97X Cap: $4.45T
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• Booking Holdings Inc. (BKNG $4,217.71)
  • $4,217.71 P/E (TTM): 26.02X Cap: $133.58B
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Q: Can you suggest a few names with strong fundamentals and growth prospects in the long long which could be good picks in this bloodbath

Upvote 22

Read Answer Asked by HARRY on April 10, 2025

• ADF Group Inc. Subordinate Voting Shares (DRX $9.14)
  • $9.14 P/E (TTM): 9.36X Cap: $260M
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Q: Any thoughts about why the price of ADF Group is really tanking today? Today's quarterly result announcement seems pretty positive to me.

Upvote 5

Read Answer Asked by John on April 10, 2025

• Maple Leaf Foods Inc. (MFI $28.33)
  • $28.33 P/E (TTM): 6.92X Cap: $3.53B
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Q: Around Feb 25 the stock took a large upward jump.
On April 8th it dropped nearly 3%
Do you have any insight why the 2 significant movements?
Also to business questions:
i) what is the latest plan for divesting their pork business and
ii) they recently raised their dividend 9%. What is their payout ratio?
Thanks

Upvote 4

Read Answer Asked by Phil on April 10, 2025

Q: I'm sitting on some USD, if my thesis is the current situation will lower the value of the USD. Would you agree? Would you have a investment recommendation to guard against this?

thx for all the support

Upvote 3

Read Answer Asked by Roger on April 10, 2025

• TMX Group Limited (X $48.12)
  • $48.12 P/E (TTM): 31.95X Cap: $13.38B
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• Microsoft CDR (CAD Hedged) (MSFT $28.47)
  • $28.47 P/E (TTM): 29.68X Cap: $4.08T
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Q: Hi, sorry for my apple to oranges question, but I’m thinking of selling Msft ( down) for tax loss and adding X for a long term hold. Would you be ok with this move, or do you feel Msft would be much better in the long term? Looking for the elusive combination of steady growth and stability.
Thanks

Upvote 2

Read Answer Asked by Brad on April 10, 2025

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.61)
  • $12.61 P/E (TTM): 34.41X Cap: $3.68B
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Q: One of your favourite REITs is DIR.UN.
What are the reasons with respect to a drop of 15% for DIR.UN vs. a more modest drop of 8% for the ZRE during the last week ?
Are there any specific issues arising from tariffs?
Do you still recommend it?
Thanks

Upvote 11

Read Answer Asked by Terry on April 10, 2025

• BCE Inc. (BCE $35.03)
  • $35.03 P/E (TTM): 5.28X Cap: $32.66B
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• TELUS Corporation (T $18.00)
  • $18.00 P/E (TTM): 25.06X Cap: $28.09B
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Q: Hi 5i - what do you think the 10 year prospects are for BCE and Telus? Would you start or add to a position at current prices?

Thanks, Neil

Upvote 8

Read Answer Asked by Neil on April 10, 2025

• Freeport-McMoRan Inc. (FCX $59.21)
  • $59.21 P/E (TTM): 40.49X Cap: $85.09B
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• Rio Tinto Plc (RIO $90.70)
  • $90.70 P/E (TTM): 15.14X Cap: $113.92B
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Q: Hold both, at a loss.
1) sell RIO, buy back in a month.
2) sell RIO, plow proceeds into FCX.
3) do nothing.
4)?
Your advice'd be appreciated.
jerry

Upvote 1

Read Answer Asked by jery on April 10, 2025

• Constellation Software Inc. (CSU $2,619.09)
  • $2,619.09 P/E (TTM): 82.15X Cap: $55.50B
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• Descartes Systems Group Inc. (The) (DSG $98.09)
  • $98.09 P/E (TTM): 40.88X Cap: $8.43B
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• TFI International Inc. (TFII $140.34)
  • $140.34 P/E (TTM): 38.97X Cap: $11.52B
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• Capstone Copper Corp. (CS $11.41)
  • $11.41 P/E (TTM): 20.88X Cap: $8.71B
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• Vitalhub Corp. (VHI $8.10)
  • $8.10 P/E (TTM): 163.14X Cap: $511M
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• Galaxy Digital Inc. Class A common stock (GLXY $28.14)
  • $28.14 Cap: $10.99B
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Q: I started accumulating positions in these the last couple of days with intentions of adding more. Was never able to get in at decent prices ever before. They have all bounced back today and are in green quite nicely which is great but they are only small positions and I wanted to buy more. Do I wait as this mess will give another chance to get in Or do i average up ? Any issues with anything on the list ?

Upvote 4

Read Answer Asked by Andre on April 10, 2025

• Miscellaneous (MISC)
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Q: What was the high for vix during Covid and what was the date?

Upvote 8

Read Answer Asked by Terry on April 10, 2025

• Miscellaneous (MISC)
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Q: One of the more well known stock investors today on CNBC said he still would not invest in this market because company earnings are going to be down in the next quarter and that is not a time to invest. YOUR OPINION?
Thanks Again

Upvote 10

Read Answer Asked by eugene on April 10, 2025

Q: I think we all want to deny the probability of a US civil war. Markets might be efficient but government's are not. I have been guided by looking at worst case vs best case scenarios and have allways found the reality somewhere in between. I'm concerned now, that the US and Trump may be taking us into a worst case scenario. Is there any investment strategy that I should consider or avoid. Thanks. John

Upvote 7

Read Answer Asked by John on April 10, 2025