Investment Q&A

• Discovery Silver Corp. (DSV $4.05)
  • $4.05 Cap: $3.20B
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Q: Can you please comment on earnings yesterday for DSV ? Looks very strong and they are cleaning things up operationally at Porcupine.
The market liked the news.
thanks

Upvote 2

Read Answer Asked by Chris on August 15, 2025

• CECO Environmental Corp. (CECO $47.54)
  • $47.54 P/E (TTM): 32.35X Cap: $1.67B
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• Construction Partners Inc. (ROAD $121.12)
  • $121.12 P/E (TTM): 88.68X Cap: $6.79B
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• Parsons Corporation (PSN $79.70)
  • $79.70 P/E (TTM): 35.28X Cap: $8.52B
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• Genius Sports Limited (GENI $12.93)
  • $12.93 Cap: $3.08B
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• Sportradar Group AG (SRAD $31.53)
  • $31.53 Cap: $9.47B
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Q: Hello Team,

You mentioned earlier that when/if Small Caps go they should "GO".

Can you give you top 3-4 Canadian and top 3-4 US small caps that you think will "GO"!

Thanks.

Upvote 20

Read Answer Asked by Kevin on August 15, 2025

• CAE Inc. (CAE $37.05)
  • $37.05 P/E (TTM): 29.33X Cap: $11.88B
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• Exchange Income Corporation (EIF $72.89)
  • $72.89 P/E (TTM): 28.96X Cap: $3.75B
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• Magellan Aerospace Corporation (MAL $15.47)
  • $15.47 P/E (TTM): 23.33X Cap: $905M
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• Calian Group Ltd. (CGY $48.49)
  • $48.49 Cap: $550M
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Q: Thoughts on earnings for each of these companies, each of which are likely to benefit from upcoming increased defense spending. Which one are you most positive on and why. Which are you more bearish on and why? Ratings for each Management 1-10.

Upvote 4

Read Answer Asked by Michael on August 15, 2025

• Calian Group Ltd. (CGY $48.49)
  • $48.49 Cap: $550M
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Q: Your analysis of recent earnings would be great! I like that the backlog is at a high and am hoping this might be a signal that this will move higher in the next few quarters.

Upvote 1

Read Answer Asked by Robert on August 15, 2025

Q: Everyone, ten years ago what would your best five stocks be in Canada? Same question for the US. Are they the same as today? Clayton

Upvote 12

Read Answer Asked by Clayton on August 15, 2025

• Alphabet Inc. (GOOG $209.16)
  • $209.16 P/E (TTM): 22.04X Cap: $2.52T
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• Salesforce Inc. (CRM $247.87)
  • $247.87 P/E (TTM): 38.47X Cap: $237.36B
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• Eli Lilly and Company (LLY $695.33)
  • $695.33 P/E (TTM): 57.76X Cap: $673.57B
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• UnitedHealth Group Incorporated (DE) (UNH $304.86)
  • $304.86 P/E (TTM): 12.87X Cap: $276.10B
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• The Trade Desk Inc. (TTD $52.37)
  • $52.37 P/E (TTM): 63.01X Cap: $25.60B
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Q: Folks...great service....can you suggest 3-4 beaten down Canadian and US stocks that you think are great opportunities for rebounds in the next 6 months?
Thank you.

Upvote 13

Read Answer Asked by dan on August 15, 2025

• Alphabet Inc. (GOOG $209.16)
  • $209.16 P/E (TTM): 22.04X Cap: $2.52T
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• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 56.45X Cap: $4.34T
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• United Rentals Inc. (URI $939.49)
  • $939.49 P/E (TTM): 23.05X Cap: $59.83B
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• Sportradar Group AG (SRAD $31.53)
  • $31.53 Cap: $9.47B
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• Nebius Group N.V. (NBIS $70.02)
  • $70.02 Cap: $16.67B
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Q: With most companies now reporting results in the last 3 weeks or so, what would be your top 5 buys in both CAD and US markets? Thanks for your great service.

Upvote 27

Read Answer Asked by Neil on August 15, 2025

• Constellation Software Inc. (CSU $4,470.99)
  • $4,470.99 P/E (TTM): 112.85X Cap: $94.74B
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Q: Csu is down 14 percent in one month.
Would you be comfortable buying a full
position at this price or how would you play it?

Upvote 7

Read Answer Asked by Schoombee on August 15, 2025

• Caterpillar Inc. (CAT $432.30)
  • $432.30 P/E (TTM): 21.25X Cap: $202.52B
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• Deere & Company (DE $487.90)
  • $487.90 P/E (TTM): 23.97X Cap: $132.13B
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• Eaton Corporation PLC (ETN $345.76)
  • $345.76 P/E (TTM): 34.85X Cap: $135.32B
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• Quanta Services Inc. (PWR $378.31)
  • $378.31 P/E (TTM): 58.55X Cap: $56.59B
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• Rockwell Automation Inc. (ROK $349.97)
  • $349.97 P/E (TTM): 39.85X Cap: $39.48B
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• Zebra Technologies Corporation (ZBRA $319.55)
  • $319.55 P/E (TTM): 29.19X Cap: $15.49B
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• Teradyne Inc. (TER $117.07)
  • $117.07 P/E (TTM): 37.95X Cap: $18.62B
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• Energizer Holdings Inc. (ENR $28.03)
  • $28.03 P/E (TTM): 38.45X Cap: $1.94B
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• Terex Corporation (TEX $51.14)
  • $51.14 P/E (TTM): 18.04X Cap: $3.17B
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• GE Vernova Inc. (GEV $602.31)
  • $602.31 P/E (TTM): 145.58X Cap: $163.96B
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Q: If the manufacturing base in the US truly strengthens, and I appreciate many of the announcements are performative, what companies will benefit…infrastructure, robotics, construction etc etc Any specific stocks to recommend?

Upvote 9

Read Answer Asked by Jim on August 14, 2025

• Sylogist Ltd. (SYZ $7.86)
  • $7.86 Cap: $186M
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Q: You used to like this company, would you step in today, wait a while, or pass on it all together. Thx.

Upvote 5

Read Answer Asked by Curtis on August 14, 2025

• Celestica Inc. (CLS $267.28)
  • $267.28 P/E (TTM): 42.27X Cap: $30.74B
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Q: Down 10% over last 2 days. Any reason I should know?

Upvote 7

Read Answer Asked by John on August 14, 2025

• WELL Health Technologies Corp. (WELL $4.86)
  • $4.86 Cap: $1.24B
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• HealWELL AI Inc. Class A Subordinate Voting Shares (AIDX $1.34)
  • $1.34 Cap: $412M
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Q: Can you explain the relationship between these 2 companies and the significance\impact of results currently released by Healwell. Thanks John

Upvote 3

Read Answer Asked by John on August 14, 2025

• WELL Health Technologies Corp. (WELL $4.86)
  • $4.86 Cap: $1.24B
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• HealWELL AI Inc. Class A Subordinate Voting Shares (AIDX $1.34)
  • $1.34 Cap: $412M
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Q: Hi there, your thoughts on AIDX after their results and conference call?

Upvote 4

Read Answer Asked by Hussein on August 14, 2025

• Cellebrite DI Ltd. (CLBT $15.83)
  • $15.83 Cap: $3.85B
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Q: What size position would you initiate a position in CLBT? Thx

Upvote 1

Read Answer Asked by blake on August 14, 2025

• Lumine Group Inc. (LMN $47.41)
  • $47.41 P/E (TTM): 176.19X Cap: $12.16B
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Q: Just wandering with this pullback,would this company be a screaming buy, a table pounding buy, back the truck up or just an attractive entry point lol Thanks Greg

Upvote 8

Read Answer Asked by Greg on August 14, 2025

• Constellation Software Inc. (CSU $4,470.99)
  • $4,470.99 P/E (TTM): 112.85X Cap: $94.74B
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• Topicus.com Inc. (TOI $176.83)
  • $176.83 P/E (TTM): 79.44X Cap: $14.73B
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• Brookfield Corporation Class A Limited Voting Shares (BN $89.97)
  • $89.97 P/E (TTM): 153.91X Cap: $134.58B
  • View BN Profile
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• Lumine Group Inc. (LMN $47.41)
  • $47.41 P/E (TTM): 176.19X Cap: $12.16B
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Q: Hi 5i,

There seems to be some good pull backs occurring in Lumine, Topicus, CSU and BN. At what point would you add to existing positions and would you have a recommendation on good entry points?

Thank you!

Upvote 29

Read Answer Asked by James on August 14, 2025

• Evolve XRP ETF (XRP $13.14)
  • $13.14 Cap: $30M
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• Purpose XRP ETF (XRPP $12.99)
  • $12.99 Cap: $56M
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Q: My search for XRP returns the following tickers: xrp-cad, xrp-us, xrp.to, xrp-cny, xrp-eur, axrp.sw, xrpp.to.

I think I understand some. I do not understand all.

Please explain ticker symbols, investment thesis for symbols, and your opinion on these investments for a new TFSA account at age 19.


Thank you.

Upvote 4

Read Answer Asked by Joel on August 14, 2025

• Circle Internet Group Inc. Class A (CRCL $125.24)
  • $125.24 Cap: $30.98B
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Q: What tailwinds does crcl have ?

Are they strong enough to move the share value up and offset further damage due to interest rate reductions?

Thanks.

Upvote 3

Read Answer Asked by Donald on August 14, 2025

• Purpose Bitcoin ETF (BTCC.B $21.55)
  • $21.55 Cap: $1.56B
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• Ishares Bitcoin ETF (IBIT)
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Q: Why the difference in results? Since inception, Jan 13 2025 for IBIT.CA 30%, BTCC.B 22%

Upvote 1

Read Answer Asked by Marios on August 14, 2025

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $40.96)
  • $40.96 P/E (TTM): 82.86X Cap: $6.55B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.27)
  • $12.27 P/E (TTM): 25.85X Cap: $3.58B
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Q: Good morning

Ive held both of these reits for several years in my rrifs. On car I’m down 13% and on dir flat.

Over the past year car is down 15% and dir is down 5%. That performance doesn’t include dividends

Can you suggest 2 other equities that offer similar income but will come with additional growth?

With thanks

Sheldon

Upvote 6

Read Answer Asked by Sheldon on August 14, 2025