Investment Q&A

• Sun Life Financial Inc. (SLF $87.47)
  • $87.47 P/E (TTM): 21.87X Cap: $48.75B
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Q: Hi,

Happy to hear your thoughts on SLF earnings miss. Also - any ideas why the US market is dropping so hard today? Is this just a matter of filling the recent run away gaps with profit taking, or something more worrisome and longer term?
Thanks!
D

Upvote 6

Read Answer Asked by Dawn on November 06, 2025

• Celestica Inc. (CLS $436.06)
  • $436.06 P/E (TTM): 51.97X Cap: $50.16B
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• Vertiv Holdings LLC Class A (VRT $176.93)
  • $176.93 P/E (TTM): 66.77X Cap: $67.64B
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Q: Hello,
I currently hold VRT and no CLS. Are they different enough to hold both or is one OK? Thanks for your great service!

Upvote 7

Read Answer Asked by jeff on November 06, 2025

• Royal Bank of Canada (RY $235.42)
  • $235.42 P/E (TTM): 16.33X Cap: $329.63B
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Q: What is your outlook for RY in terms of increased stock price for the next 5 years? Thank you!

Upvote 3

Read Answer Asked by Judith on November 06, 2025

• Flutter Entertainment Plc (FLUT $188.46)
  • $188.46 Cap: $33.87B
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Q: Flutter's price has dropped about $100 US$ since it initiated its 5 billion share buyback program. What do you see the price movement of the stock over the next one to three years? Many thanks.

Upvote 3

Read Answer Asked by Patricia on November 06, 2025

• Adobe Inc. (ADBE $296.12)
  • $296.12 P/E (TTM): 17.72X Cap: $121.55B
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• Procter & Gamble Company (The) (PG $144.53)
  • $144.53 P/E (TTM): 21.1X Cap: $337.72B
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• Philip Morris International Inc (PM $173.62)
  • $173.62 P/E (TTM): 31.4X Cap: $270.26B
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• Canadian National Railway Company (CNR $139.28)
  • $139.28 P/E (TTM): 18.9X Cap: $85.72B
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• Methanex Corporation (MX $64.35)
  • $64.35 P/E (TTM): 15.68X Cap: $4.97B
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• TMX Group Limited (X $51.59)
  • $51.59 P/E (TTM): 31.27X Cap: $14.35B
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• Thomson Reuters Corp (TRI $124.02)
  • $124.02 P/E (TTM): 31.87X Cap: $55.09B
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• Boyd Group Services Inc. (BYD $228.78)
  • $228.78 P/E (TTM): 222.2X Cap: $6.36B
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• MDA Space Ltd. (MDA $36.29)
  • $36.29 P/E (TTM): 42.69X Cap: $4.58B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.43)
  • $73.43 P/E (TTM): 33.4X Cap: $118.27B
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Q: I half positions in the ten stocks listed and I am down 12%+ in all of them. Please rank them in terms of best candidate(s) to increase to a full position now vs waiting. Also advise if the lowest ranked should just be exited altogether

Upvote 7

Read Answer Asked by Chris on November 06, 2025

• Soleno Therapeutics Inc. (SLNO $42.48)
  • $42.48 Cap: $2.27B
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• Propel Holdings Inc. (PRL $23.80)
  • $23.80 P/E (TTM): 10.9X Cap: $936M
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Q: Both down a lot would you buy or sell

Upvote 3

Read Answer Asked by hal on November 06, 2025

• Keyera Corp. (KEY $44.99)
  • $44.99 P/E (TTM): 33.83X Cap: $10.31B
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• Gibson Energy Inc. (GEI $25.88)
  • $25.88 P/E (TTM): 28.13X Cap: $4.23B
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Q: Which one would you prefer? Strictly for dividend in RIF. I have TRP and ENB in RIFs as well. Thanx for your advice - Tom

Upvote 1

Read Answer Asked by Tom on November 06, 2025

• Cargojet Inc. Common and Variable Voting Shares (CJT $91.37)
  • $91.37 P/E (TTM): 12.13X Cap: $1.37B
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Q: What's your take on cargo jet and do you believe the dividend is sustainable?

Upvote 3

Read Answer Asked by steven on November 06, 2025

• Axon Enterprise Inc. (AXON $636.04)
  • $636.04 P/E (TTM): 201.66X Cap: $50.19B
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Q: Recently we trimmed NVDA and bought a small amount of AXON at just under $800. In your opinion is the recent drop in price an opportunity to 'buy the dip' or 'wait for it to settle'?

Upvote 8

Read Answer Asked by J on November 06, 2025

• Kinaxis Inc. (KXS $163.60)
  • $163.60 P/E (TTM): 97.17X Cap: $4.59B
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Q: Worth holding? What are your current thoughts? Growth outlook/valuation etc?

Upvote 2

Read Answer Asked by Max on November 06, 2025

• Canada Packers Inc. (CPKR $17.00)
  • $17.00 Cap: $505M
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Q: They issued their first q results as a public company. The dividend was set at 92 cents (23 cents per q)(5.8% yield) for the year.I believe they beat on EBITDA and earnings. Very little debt. The stock seems undervalued and looks like a nice long-term hold. It is only covered by 2 brokers, but more were on the conference call.
Your thoughts please.

Upvote 5

Read Answer Asked by Murray on November 06, 2025

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $45.45)
  • $45.45 P/E (TTM): 23.36X Cap: $8.38B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.85)
  • $46.85 P/E (TTM): 7.49X Cap: $3.43B
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• Vanguard Total International Stock (VXUS $78.64)
  • $78.64 P/E (TTM): 11.84X Cap: $122.06B
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• Invesco S&P International Developed Momentum ETF (IDMO $57.24)
  • $57.24 P/E (TTM): 26.84X Cap: $2.64B
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Q: I don’t have any international ETF. Can you please suggest 2 to 3 ETF

If you need to buy one ETF which one would you recommend to buy.

Thanks for your excellent service

Upvote 6

Read Answer Asked by Hector on November 06, 2025

Q: Is MAXQ still the proverbial lottery ticket? Up from 4 cents to 22.5 cents but won’t take much bad news to return to its starting point. Is MDA buying shares and is there a business launching satellites from Cape Breton? Any thoughts you have would be appreciated. Oh I don’t think MAXQ appears to be in your data base
Jim

Upvote 3

Read Answer Asked by James on November 06, 2025

• BMO Equal Weight Banks Index ETF (ZEB $59.43)
  • $59.43 P/E (TTM): 11.77X Cap: $5.57B
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• Hamilton Enhanced Canadian Bank ETF (HCAL $37.15)
  • $37.15 P/E (TTM): 11.72X Cap: $804M
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Q: Recently retired and looking for a way to play banks and income. Your thoughts on HCAL and ZEB. Is HCAL worth the extra MER?
Thanks

Upvote 2

Read Answer Asked by Dale on November 06, 2025

• BCE Inc. (BCE $33.59)
  • $33.59 P/E (TTM): 5.04X Cap: $31.32B
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• Global X Equal Weight Canadian Telecommunications Index ETF (RING $18.48)
  • $18.48 P/E (TTM): 5.89X Cap: $526M
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Q: Good morning. I would like to harvest some losses on Bce with an eye to an eventual buyback of some or all of the shares. Could I have your opinion on using RING as a proxy.

Upvote 3

Read Answer Asked by Donald on November 06, 2025

• Zoetis Inc. Class A (ZTS $124.65)
  • $124.65 P/E (TTM): 20.98X Cap: $54.93B
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• Cargojet Inc - Ordinary Shares and Variable Voting Shares (CJT.A $75.62)
  • $75.62 P/E (TTM): 66.6X
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Q: Thoughts on these two dogs. Hold longer or sell. Thanks!

Upvote 1

Read Answer Asked by Neil on November 06, 2025

• Goldman Sachs Group Inc. (The) (GS $962.00)
  • $962.00 P/E (TTM): 19.54X Cap: $288.53B
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• Morgan Stanley (MS $189.09)
  • $189.09 P/E (TTM): 19.37X Cap: $300.52B
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Q: Hi,

I’ve had a nice run with both of these. Thinking of selling one. All things considered regarding their lines of business which has a better growth outlook? Or are they complementary to each others such that owning both is a good thing?

Thank you.

Upvote 2

Read Answer Asked by Robert on November 06, 2025

• FirstService Corporation (FSV $225.55)
  • $225.55 P/E (TTM): 53.68X Cap: $10.31B
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Q: Why the large drop in price in recent weeks in First Service Corp?

Upvote 2

Read Answer Asked by Donald on November 06, 2025

• iShares Russell 2000 Growth ETF (IWO $349.46)
  • $349.46 P/E (TTM): 22.82X Cap: $14.46B
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• iShares S&P/TSX SmallCap Index ETF (XCS $33.53)
  • $33.53 P/E (TTM): 3.09X Cap: $264M
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Q: What ETF's would you recommend for Small Caps both US and Canadian? Thanks

Upvote 1

Read Answer Asked by Michael on November 06, 2025

• Manulife Financial Corporation (MFC $52.04)
  • $52.04 P/E (TTM): 16.36X Cap: $87.68B
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• Canadian Imperial Bank Of Commerce (CM $128.46)
  • $128.46 P/E (TTM): 14.97X Cap: $118.88B
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• Great-West Lifeco Inc. (GWO $66.75)
  • $66.75 P/E (TTM): 15.24X Cap: $61.65B
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• IGM Financial Inc. (IGM $67.05)
  • $67.05 P/E (TTM): 15.41X Cap: $15.83B
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• AltaGas Ltd. (ALA $41.05)
  • $41.05 P/E (TTM): 16.29X Cap: $12.29B
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• Canadian Utilities Limited Class A Non-Voting Shares (CU $43.66)
  • $43.66 P/E (TTM): 21.4X Cap: $11.87B
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• Keyera Corp. (KEY $44.99)
  • $44.99 P/E (TTM): 33.83X Cap: $10.31B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $57.48)
  • $57.48 P/E (TTM): 15.01X Cap: $6.44B
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• Northland Power Inc. (NPI $19.17)
  • $19.17 Cap: $5.01B
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• Gibson Energy Inc. (GEI $25.88)
  • $25.88 P/E (TTM): 28.13X Cap: $4.23B
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• Russel Metals Inc. (RUS $47.83)
  • $47.83 P/E (TTM): 16.42X Cap: $2.67B
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• Morguard North American Residential Real Estate Investment Trust (MRG.UN $18.33)
  • $18.33 P/E (TTM): 5.66X Cap: $957M
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• Nexus Industrial REIT (NXR.UN $8.10)
  • $8.10 Cap: $785M
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• First Capital Real Estate Investment Trust (FCR.UN $19.87)
  • $19.87 P/E (TTM): 36.8X Cap: $4.22B
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• Doman Building Materials Group Ltd. (DBM $10.23)
  • $10.23 P/E (TTM): 11.49X Cap: $896M
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• Propel Holdings Inc. (PRL $23.80)
  • $23.80 P/E (TTM): 10.9X Cap: $936M
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Q: For a dividend account, in what order would you acquire and at what price. Thanks

Upvote 8

Read Answer Asked by David on November 06, 2025