Investment Q&A

• Santacruz Silver Mining Ltd. (SCZ $2.57)
  • $2.57 P/E (TTM): 16.99X Cap: $784M
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• OceanaGold Corporation (OGC $28.89)
  • $28.89 P/E (TTM): 12.78X Cap: $6.39B
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• Torex Gold Resources Inc. (TXG $56.94)
  • $56.94 P/E (TTM): 16.41X Cap: $4.75B
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Q: I STARTED TO INVEST IN MINERS 6 MONTHS AGO. THEY NOW REPRESENT 60 PER CENT OF MY PORTFOLIO. I REALIZE GOOD THINGS EVENTUALLY COME TO AN END. HOW LONG DO YOU THINK THIS GOLD RUSH WILL LAST. THANKS FOR YOUR GREAT SERVICE.

Upvote 5

Read Answer Asked by terrance on September 11, 2025

• Interactive Brokers Group Inc. (IBKR $63.58)
  • $63.58 P/E (TTM): 34.06X Cap: $110.53B
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Q: What is your view on Interactive Brokers ? We ae looking start a position in a US based brokerage, with solid financials and some upside from Crypto perspective too. If you consider this a decent name in the sector, is it buyable at current levels, after stock seems to have settled, post addition to S&P.

Thank You

Upvote 4

Read Answer Asked by rajeev on September 11, 2025

• Costco Wholesale Corporation (COST $941.93)
  • $941.93 P/E (TTM): 55.56X Cap: $421.81B
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Q: After making significant gains over the last several years, Costco seems to have lost steam. Up only 9% in the past year. I know you have mentioned it's become overvalued. What would have to happen for the stock to regain momentum and over what timeframe do you see this occurring? Thank you.

Upvote 5

Read Answer Asked by Maureen on September 11, 2025

• GE Aerospace (GE $297.66)
  • $297.66 P/E (TTM): 42.0X Cap: $319.33B
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• MDA Space Ltd. (MDA $32.40)
  • $32.40 P/E (TTM): 35.7X Cap: $4B
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Q: I am a little concerned about MDA due to Trump, even though it has US operations. Would you rather GE or MDA?
Thanks for your thoughts.
Ian

Upvote 5

Read Answer Asked by Ian on September 11, 2025

• Constellation Software Inc. (CSU $4,307.01)
  • $4,307.01 P/E (TTM): 109.08X Cap: $93.60B
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• Topicus.com Inc. (TOI $164.01)
  • $164.01 P/E (TTM): 77.72X Cap: $13.55B
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• Lumine Group Inc. (LMN $45.30)
  • $45.30 P/E (TTM): 174.24X Cap: $11.75B
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Q: These companies who buy other companies are dropping because of an AI scare.
Is it not possible for them to start adjusting and start buying AI companies to keep up with the present trend?

Is that possible?

Thanks

Upvote 12

Read Answer Asked by Herm on September 11, 2025

• Intact Financial Corporation (IFC $263.84)
  • $263.84 P/E (TTM): 21.95X Cap: $48.43B
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Q: Would you consider right now a good buy opportunity for IFC for a medium term hold (+/- 5 years)?

Upvote 7

Read Answer Asked by Rob on September 11, 2025

• Devon Energy Corporation (DVN $33.85)
  • $33.85 P/E (TTM): 7.61X Cap: $21.55B
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• Exxon Mobil Corporation (XOM $112.12)
  • $112.12 P/E (TTM): 16.03X Cap: $480.97B
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• Cheniere Energy Inc. (LNG $230.87)
  • $230.87 P/E (TTM): 13.55X Cap: $50.87B
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Q: Nat Gas:
I hold ~1% each of ARX and TOU. Also, ~5% XOM, which is also a major gas producer.
I don't have much confidence in this liberal gov't's promises of gas development. Would you recommend a US gas producer, and if so, which one?
Thanks
Jerry

Upvote 4

Read Answer Asked by jery on September 11, 2025

• NexGen Energy Ltd. (NXE $12.02)
  • $12.02 Cap: $6.92B
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• Energy Fuels Inc. (EFR $20.87)
  • $20.87 Cap: $4.75B
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Q: Are they overvalued or at what price range is a good entry point ? Thanks a lot.

Upvote 2

Read Answer Asked by Lai Kuen on September 11, 2025

• North West Company Inc. (The) (NWC $48.59)
  • $48.59 P/E (TTM): 17.3X Cap: $2.33B
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Q: Thoughts on the quarter?

Upvote 3

Read Answer Asked by Stephen on September 11, 2025

• Descartes Systems Group Inc. (The) (DSG $141.23)
  • $141.23 P/E (TTM): 59.99X Cap: $12.05B
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• TerraVest Industries Inc. (TVK $136.35)
  • $136.35 Cap: $2.99B
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• EQB Inc. (EQB $93.00)
  • $93.00 P/E (TTM): 10.55X Cap: $3.56B
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• ADF Group Inc. Subordinate Voting Shares (DRX $8.25)
  • $8.25 P/E (TTM): 7.03X Cap: $234M
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.20)
  • $6.20 Cap: $1.69B
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• Lumine Group Inc. (LMN $45.30)
  • $45.30 P/E (TTM): 174.24X Cap: $11.75B
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Q: Sold TIXT in tfsa (11 equities) as do not want to hold Telus in this growth leaning account as I already have some in cash account oriented mostly towards dividend paying growth equities. So looking at which of my “better” remaining tfsa holdings to add to for next 18 to 24 months: lmn, tvk,dsg, drx or eqb or do I consider something new like png, vhi or zdc? I am long retired and survive on a DB pension.

Upvote 17

Read Answer Asked by William Ross on September 11, 2025

• BMO MSCI EAFE Index ETF (ZEA $27.25)
  • $27.25 P/E (TTM): 1.01X Cap: $10.83B
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• Vanguard FTSE Developed Markets ETF (VEA $59.75)
  • $59.75 Cap: $163.42B
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Q: How do these two ETF’s compare with respect to withholding taxes if held in a non-registered account

Upvote 3

Read Answer Asked by Andre on September 11, 2025

Q: Netskope will list on the Nasdaq under the “NTSK”

Your opinion on his one, buy, wait, forget about it?

Thank you.

Upvote 2

Read Answer Asked by Ross on September 11, 2025

• Cloudflare Inc. Class A (NET $227.01)
  • $227.01 Cap: $78.73B
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Q: I red recently an article on insiders who have sold a significant stake of this company since the last months to the point where it seems justified to raise a red flag for investors. Can you give me your appreciation?

Thank you very much

Upvote 1

Read Answer Asked by Gabriel on September 11, 2025

• Rackla Metals Inc. (RAK $0.80)
  • $0.80 Cap: $134M
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Q: Can you comment on Rakla Metals - prospects, management, fundamentals, risks... ? Their website indicates their first drilling began in July. The stock has done well in the last year during this sector surge. Looks interesting for a starter position. My thanks.

Upvote 1

Read Answer Asked by David C. on September 11, 2025

• ARC Resources Ltd. (ARX $24.94)
  • $24.94 P/E (TTM): 5.87X Cap: $14.49B
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Q: stock seemed to be under pressure today on large volume. Do you have any explanation?
jerry

Upvote 3

Read Answer Asked by Jerry on September 11, 2025

• ARC Resources Ltd. (ARX $24.94)
  • $24.94 P/E (TTM): 5.87X Cap: $14.49B
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Q: I acquired this stock ( a significant position) one month ago ,with a 1-2 years perspective, believing that it is a solid Cie financially, well priced,and well positioned for the natural gaz demand in 2026 .It already shows 11% loss on paper,is my choice still "reasonable", and do you see it as a sell,buy,or hold in your perspective ?

Upvote 3

Read Answer Asked by Jean-Yves on September 11, 2025

• Global X S&P/TSX 60 Covered Call ETF (CNCC $13.27)
  • $13.27 Cap: $120M
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• Global X S&P 500 Covered Call ETF (USCC $19.82)
  • $19.82 P/E (TTM): 26.03X Cap: $564M
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• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.50)
  • $13.50 Cap: $907M
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Q: Hello, I am turning 60 in January, while I still work, I would love to retire in a couple of years, would it be a reasonable portfolio to migrate my portfolio to a more income focused, covered call strategy portfolio, in general terms, I know you cannot get personal. I think the vast majority will be broad based ETFs with maybe 25% using leveraged based ETFs. From what I have seen, the BETA for these funds seems to be a lot less than there non covered call cousins.

Upvote 4

Read Answer Asked by Robbie on September 11, 2025

• iShares China Large-Cap ETF (FXI $40.61)
  • $40.61 P/E (TTM): 24.49X Cap: $6.99B
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• iShares MSCI China ETF (MCHI $64.37)
  • $64.37 P/E (TTM): 20.25X Cap: $8.31B
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Q: Good Morning - I'd like some exposure to China. Can you suggest an ETF or two? If there's a specific company you consider worth while, please advise. Thanks, as always.

BTW, great early call on NBIS. Very ahead of the curve on that one.

Upvote 2

Read Answer Asked by alex on September 11, 2025

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $41.19)
  • $41.19 P/E (TTM): 82.5X Cap: $6.53B
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• Granite Real Estate Investment Trust (GRT.UN $77.78)
  • $77.78 P/E (TTM): 20.03X Cap: $4.63B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.40)
  • $12.40 P/E (TTM): 26.02X Cap: $3.65B
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Q: What are your thoughts concerning REITs in this current market? What would you suggest as a couple attractive options?
Thanks Ric.

Upvote 5

Read Answer Asked by Richard on September 11, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $34.90)
  • $34.90 Cap: $22.60B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.87)
  • $46.87 Cap: $17.40B
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Q: Hi 5i
I am bargain hunting so looking at Brookfield Renewable. I charted BEPC and BEP-UN and am puzzled by the significant outperformance of BEPC over 1-5 years. I don't think the div treatment should make that much of a difference. BEPC is 9% off 52 week high, BEP-UN 15% off. Your thoughts? And if I decide to buy, am I wrong to think BEP-UN could have more gain potential?
Thanks, Greg

Upvote 6

Read Answer Asked by Greg on September 11, 2025