Investment Q&A

• Celestica Inc. (CLS $366.55)
  • $366.55 P/E (TTM): 34.88X Cap: $41.79B
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• goeasy Ltd. (GSY $49.25)
  • $49.25 P/E (TTM): 7.98X Cap: $1.85B
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• Kraken Robotics Inc. (PNG $10.16)
  • $10.16 P/E (TTM): 139.33X Cap: $2.81B
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• Zedcor Inc. (ZDC $5.45)
  • $5.45 P/E (TTM): 389.29X Cap: $555M
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• Galaxy Digital Inc. Class A common stock (GLXY $29.57)
  • $29.57 Cap: $11.39B
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Q: hi,
what are your current top 5 stocks to BUY today from the growth portfolio ( in TFSA ).
cheers and thanks, Chris

Upvote 34

Read Answer Asked by chris on October 24, 2025

• State Street Financial Select Sector SPDR ETF (XLF $50.26)
  • $50.26 P/E (TTM): 16.77X Cap: $47.88B
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• iShares S&P U.S. Financials Index ETF (XUSF $72.41)
  • $72.41 P/E (TTM): 16.33X Cap: $51M
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Q: Good morning,
What are your thoughts on this relatively new ETF in the Financial sector and are there better alternatives that you would recommend?
Thank you.

Upvote 3

Read Answer Asked by Francesco on October 23, 2025

• Blue Owl Capital Inc. Class A (OWL $9.51)
  • $9.51 P/E (TTM): 98.9X Cap: $15.25B
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Q: Has the story and your thoughts changed much on Blue Owl? Given the recent META deal and Dimon comments?

Upvote 4

Read Answer Asked by Allan on October 23, 2025

• Vitalhub Corp. (VHI $8.32)
  • $8.32 P/E (TTM): 164.31X Cap: $531M
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• WELL Health Technologies Corp. (WELL $4.45)
  • $4.45 Cap: $1.12B
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• Zoomd Technologies Ltd. (ZOMD $1.06)
  • $1.06 P/E (TTM): 4.42X Cap: $106M
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• Kits Eyecare Ltd. (KITS $15.23)
  • $15.23 P/E (TTM): 140.91X Cap: $510M
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Q: Hello 5i
I have several small positions and am considering consolidating them.
Could you rank the following for growth with above average risk tolerance?
Thank you
Dave

Upvote 8

Read Answer Asked by Dave on October 23, 2025

• BMO S&P 500 Index ETF (ZSP $101.18)
  • $101.18 P/E (TTM): 25.46X Cap: $21.08B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $53.30)
  • $53.30 P/E (TTM): 18.19X Cap: $25.88B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $44.99)
  • $44.99 P/E (TTM): 1.18X Cap: $8.98B
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• State Street SPDR S&P 500 ETF Trust (SPY $678.86)
  • $678.86 P/E (TTM): 26.17X Cap: $676.12B
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• INVESCO QQQ Trust (QQQ $609.27)
  • $609.27 P/E (TTM): 33.2X Cap: $391.82B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $109.68)
  • $109.68 P/E (TTM): 31.86X Cap: $1.87B
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Q: If a new Canadian investor wanted to get into the North American market and use low cost index investing to achieve both diversification and simplicity what would you consider for such a portfolio. And if international exposure was desired what could be considered as additions for that.

Upvote 11

Read Answer Asked by dave on October 23, 2025

• EQB Inc. (EQB $118.24)
  • $118.24 P/E (TTM): 19.94X Cap: $4.33B
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Q: Please comment on their announcement and the potential effects on the stock price

Upvote 8

Read Answer Asked by Edgar on October 23, 2025

• QuantumScape Corporation (QS $6.91)
  • $6.91 Cap: $4.16B
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Q: Good day,
By the time you answer my question, the earnings for QS should be available,
Kindly comment on what you see. Positives and negatives,

Thank you,

Upvote 2

Read Answer Asked by Nick on October 23, 2025

• FirstService Corporation (FSV $203.17)
  • $203.17 P/E (TTM): 49.35X Cap: $9.37B
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Q: Your analysis and opinion on earnings please.

Upvote 6

Read Answer Asked by Greg on October 23, 2025

• United Rentals Inc. (URI $773.53)
  • $773.53 P/E (TTM): 20.97X Cap: $51.70B
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Q: Can you please comment on URI’s earnings ? Any optimism or concerns ?

Thank you

Upvote 1

Read Answer Asked by Nick on October 23, 2025

• Whitecap Resources Inc. (WCP $13.80)
  • $13.80 P/E (TTM): 13.6X Cap: $16.65B
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Q: Thoughts on their latest quarter.

Upvote 6

Read Answer Asked by don on October 23, 2025

• Ucore Rare Metals Inc. (UCU $6.95)
  • $6.95 Cap: $699M
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• Neo Performance Materials Inc. (NEO $25.49)
  • $25.49 Cap: $1.02B
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Q: If looking to invest in rare earth companies does either of the above (or any other) look more attractive?

Upvote 2

Read Answer Asked by Theodore on October 23, 2025

• Constellation Software Inc. (CSU $2,945.11)
  • $2,945.11 P/E (TTM): 69.47X Cap: $63.04B
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• SavvyLong (2X) Constellation Software ETF (CSUU $11.27)
  • $11.27 P/E (TTM): 153.02X Cap: $2M
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Q: I see Longpoint has started a 2X leveraged EFT specific to CSU. Can you explain how this ETF works, and where it might be appropriate in ones portfolio.
Also being a new Etf will significant conributiona / withdrawals have any effect on the price of CSU regular shares.
Thanks John

Upvote 6

Read Answer Asked by John on October 23, 2025

• Rockpoint Gas Storage Inc. (RGSI $27.96)
  • $27.96 Cap: $3.73B
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Q: Is Rockpoint planning on paying a dividend?
If so, any idea how much it might be and when it will likely be announced?

Thanks, Rick

Upvote 3

Read Answer Asked by Richard on October 23, 2025

Q: Hi,

You have probably answered this before so apologies if you have.

In general, can you please briefly compare and contrast the following fixed income alternatives?

GICs
Directly held bonds (corporate or government)
Bond ETFs
Bond mutual funds

Thank you so much. Michael

Upvote 7

Read Answer Asked by Michael on October 23, 2025

• Driven Brands Holdings Inc. (DRVN $10.25)
  • $10.25 Cap: $1.72B
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Q: Peter; DRVN just raised substantial money with debt. Does this make it better , or worse , for common shareholders. I’m thinking of selling it and switch to a totally different sector by buying VNP. Thoughts ? Thanks.
Rod

Upvote 3

Read Answer Asked by Rodney on October 23, 2025

• BetaPro S&P/TSX 60 Daily Inverse ETF (CNDI $18.85)
  • $18.85 P/E (TTM): 21.29X Cap: $19M
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Q: I'm anticipating a short term market correction. What Canadian listed ETF would you recommend to for an inverse or short position on the TSX as a hedge again a market downturn.

Upvote 2

Read Answer Asked by David on October 23, 2025

• WSP Global Inc. (WSP $228.47)
  • $228.47 P/E (TTM): 30.17X Cap: $30.71B
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• Stantec Inc. (STN $122.65)
  • $122.65 P/E (TTM): 28.94X Cap: $14.13B
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• Calian Group Ltd. (CGY $81.11)
  • $81.11 Cap: $935M
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• KBR Inc. (KBR $37.82)
  • $37.82 P/E (TTM): 12.38X Cap: $5.12B
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• Parsons Corporation (PSN $59.85)
  • $59.85 P/E (TTM): 29.67X Cap: $6.69B
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Q: Of the above, what company or two do you see as having the best outlook and prospects for share appreciation ?

Upvote 4

Read Answer Asked by Kel on October 23, 2025

• BMO Equal Weight Utilities Index ETF (ZUT $27.47)
  • $27.47 P/E (TTM): 17.8X Cap: $806M
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• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $65.84)
  • $65.84 P/E (TTM): 16.5X Cap: $379M
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• State Street Consumer Staples Select Sector SPDR ETF (XLP $86.10)
  • $86.10 P/E (TTM): 24.94X Cap: $17.13B
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Q: I am under weight in utilities and consumer defensive could you please provide your top picks for each category including stocks and ETFs

Upvote 4

Read Answer Asked by Roy on October 23, 2025

• Hudbay Minerals Inc. (HBM $31.19)
  • $31.19 P/E (TTM): 15.93X Cap: $12.12B
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• Capstone Copper Corp. (CS $11.60)
  • $11.60 P/E (TTM): 20.19X Cap: $8.61B
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Q: hello
I only have a small position in TECK
looking to add to copper in my portfolio

HBM and CS has both pulled back due to metal weakness, gold etc
please give me an entry point for HBM /CS
and if you have a preference
many thanks
Michael

Upvote 7

Read Answer Asked by Michael on October 23, 2025

• CAE Inc. (CAE $38.86)
  • $38.86 P/E (TTM): 34.4X Cap: $12.68B
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• Kraken Robotics Inc. (PNG $10.16)
  • $10.16 P/E (TTM): 139.33X Cap: $2.81B
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• Volatus Aerospace Inc. (FLT $0.78)
  • $0.78 Cap: $45M
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• Draganfly Inc. - Common Shares (DPRO $8.84)
  • $8.84 Cap: $215M
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Q: With the increased interest in defence spending what are the Canadian companies most likely to benefit from this? Are there any listed companies that are manufacturing drones? Are any of these good buys at the moment?

Upvote 6

Read Answer Asked by Anthony on October 23, 2025