Investment Q&A

• Intuit Inc. (INTU $657.99)
  • $657.99 P/E (TTM): 49.74X Cap: $186.82B
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• Salesforce Inc. (CRM $239.74)
  • $239.74 P/E (TTM): 34.94X Cap: $233.98B
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• Constellation Software Inc. (CSU $3,837.43)
  • $3,837.43 P/E (TTM): 99.51X Cap: $82.59B
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• Descartes Systems Group Inc. (The) (DSG $132.73)
  • $132.73 P/E (TTM): 56.02X Cap: $11.34B
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• ServiceNow Inc. (NOW $904.24)
  • $904.24 P/E (TTM): 114.76X Cap: $189.87B
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• iShares Expanded Tech-Software Sector ETF (IGV $114.37)
  • $114.37 P/E (TTM): 47.26X Cap: $9.89B
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• Topicus.com Inc. (TOI $142.76)
  • $142.76 P/E (TTM): 69.61X Cap: $12.01B
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• Lumine Group Inc. (LMN $40.44)
  • $40.44 P/E (TTM): 160.5X Cap: $10.59B
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Q: What are your thoughts on how overvalued AI stocks are and what factors we should be concerned about that could cause the bubble to burst?

What are some good ideas for relatively safe stocks and etfs to hedge against a AI and tech weighted portfolio?

Upvote 7

Read Answer Asked by Mark on September 29, 2025

• GE Vernova Inc. (GEV $606.12)
  • $606.12 P/E (TTM): 142.68X Cap: $164.21B
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Q: Thoughts on GEV ?
Is there a correlation with AI which will be more and more energy-intensive?Thank You

Upvote 3

Read Answer Asked by francis on September 29, 2025

• Orca Energy Group Inc. (ORC.B $3.49)
  • $3.49 Cap: $1.20B
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Q: ORC.B is stated to be trading ex-dividend today but has a TSXV ‘due bills’ clause attached to its $1.00 special dividend. Would you please clarify when exactly the stock trades ex- dividend for its regular 10cent dividend and for its $1.00 special dividend?
Many thanks for your great service.
Geoff

Upvote 1

Read Answer Asked by Geoffrey on September 29, 2025

• kneat.com inc. (KSI $6.08)
  • $6.08 Cap: $575M
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• Tantalus Systems Holding Inc. (GRID $3.53)
  • $3.53 Cap: $192M
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Q: Which for a growth orientated TFSA based on secular theme, current price , and expected growth. Thanks. Derek.

Upvote 8

Read Answer Asked by Derek on September 29, 2025

• Intact Financial Corporation (IFC $265.70)
  • $265.70 P/E (TTM): 21.76X Cap: $47.68B
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• Blackline Safety Corp. (BLN $7.41)
  • $7.41 Cap: $648M
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• Tantalus Systems Holding Inc. (GRID $3.53)
  • $3.53 Cap: $192M
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Q: Somehow i missed the change you made in the Best Stock Ideas section. When did you guys make this change? Was there an announcement? Perhaps, you could consider recording the date change (with previous picks?)

Upvote 3

Read Answer Asked by JR on September 29, 2025

• Constellation Software Inc. (CSU $3,837.43)
  • $3,837.43 P/E (TTM): 99.51X Cap: $82.59B
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Q: 1. About your ”best stock ideas” feature: how often are the ideas refreshed? Is there a specific day in the month that the renewal happens?
2 In view of recent developments, is Constellation Software still a best idea?
Thank you for your excellent service.

Upvote 5

Read Answer Asked by Leonard on September 29, 2025

• Constellation Software Inc. (CSU $3,837.43)
  • $3,837.43 P/E (TTM): 99.51X Cap: $82.59B
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Q: Wishing Mark Leonard well in his recovery and the company as it transitions to somewhat new senior management. With the software challenges and change in management have any of the senior management including Mark sold Constellation shares in the last two months?

Upvote 3

Read Answer Asked by Bryan on September 29, 2025

• Sun Life Financial Inc. (SLF $84.87)
  • $84.87 P/E (TTM): 15.39X Cap: $48.44B
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• Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares (BNT $94.52)
  • $94.52 P/E (TTM): 15.47X Cap: $23.05B
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Q: Which of the above two companies would you prefer to hold for a long term conservative investor?

Upvote 3

Read Answer Asked by Lyle on September 29, 2025

• NextEra Energy Inc. (NEE $83.21)
  • $83.21 P/E (TTM): 27.99X Cap: $169.08B
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• Vistra Corp. (VST $199.62)
  • $199.62 P/E (TTM): 32.01X Cap: $67.90B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $53.19)
  • $53.19 Cap: $19.88B
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• Constellation Energy Corporation (CEG $358.16)
  • $358.16 P/E (TTM): 37.58X Cap: $113.74B
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• Solaris Energy Infrastructure Inc. Class A (SEI $44.05)
  • $44.05 P/E (TTM): 301.62X Cap: $3.01B
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Q: So if the USA is going to need 5 times the electricty that it is now generating in the near future, what stocks in order would you invest in now. Thanks Again

Upvote 9

Read Answer Asked by eugene on September 29, 2025

• Constellation Software Inc. (CSU $3,837.43)
  • $3,837.43 P/E (TTM): 99.51X Cap: $82.59B
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• Topicus.com Inc. (TOI $142.76)
  • $142.76 P/E (TTM): 69.61X Cap: $12.01B
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• Lumine Group Inc. (LMN $40.44)
  • $40.44 P/E (TTM): 160.5X Cap: $10.59B
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Q: I thought I had a core holding with CSU but it is at the one year bottom. Still worth holding? comments please
Also, comments on LMN and TOI are appreciated.
Deduct many question points please.

Upvote 7

Read Answer Asked by Brenda on September 29, 2025

Q: Hi 5i

A bit curious. I haven't found any questions on BN preferred shares. the dividends look very good.
If you were looking at buying some which series of preferred would be OK with.
I've usually done well with your OK answer.

THx
Gerry

Upvote 7

Read Answer Asked by Gerry on September 29, 2025

• Kinaxis Inc. (KXS $184.85)
  • $184.85 P/E (TTM): 154.23X Cap: $5.24B
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• Kraken Robotics Inc. (PNG $5.95)
  • $5.95 P/E (TTM): 82.0X Cap: $1.70B
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• Celestica Inc. (CLS $237.79)
  • $237.79 P/E (TTM): 52.5X Cap: $27.06B
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• Galaxy Digital Inc. Class A common stock (GLXY $55.22)
  • $55.22 Cap: $20.37B
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Q: Could you rank the growth of PNG, KXS,CLS,GLXY. Best first to least and would you rank hold/buy?

Thank you for your service!

Upvote 8

Read Answer Asked by Ozzie on September 29, 2025

• Constellation Software Inc. (CSU $3,837.43)
  • $3,837.43 P/E (TTM): 99.51X Cap: $82.59B
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Q: hi. after just reading your latest report on CSU, I am still not sure that I understand their "roll-up" business model vis a vis earnings growth? are they buying up these little niche software companies, and then increasing the prices that their customers have to pay, with no real value add to the customer otherwise? can you describe their model to me ( or us? ) like I was a 5 year old ( to quote Michael Scott from the Office ).
cheers, Chris

Upvote 17

Read Answer Asked by chris on September 29, 2025

• Electrovaya Inc. (ELVA $9.25)
  • $9.25 P/E (TTM): 206.72X Cap: $374M
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Q: WOW THIS STOCK DOWN 10% IN 1 DAY. ANY PARTICULAR REASON? THANKS

Upvote 2

Read Answer Asked by terrance on September 29, 2025

• Constellation Software Inc. (CSU $3,837.43)
  • $3,837.43 P/E (TTM): 99.51X Cap: $82.59B
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• Enghouse Systems Limited (ENGH $20.97)
  • $20.97 P/E (TTM): 15.54X Cap: $1.15B
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Q: After reviewing past questions on ENGH and CSU (specifically June 19). When you preferred the CSU group of companies over ENGH.
Would give the same recommendation after today’s news regarding Mark Leonard?
Would selling my holdings in ENGH to buy CSU be a good move from your perspective. I appreciate your input.
Thank you, Mike

Upvote 7

Read Answer Asked by Mike on September 29, 2025

• BlackBerry Limited (BB $6.48)
  • $6.48 Cap: $3.94B
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Q: Does this past Canadian legend have light at the big turn around tunnel? What would you look for in terms of good signs before buying? What is their core business software targeting now and are there any Ai ties? Thanks

Upvote 3

Read Answer Asked by Kolbi on September 29, 2025

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $170.91)
  • $170.91 P/E (TTM): 34.7X Cap: $2.78B
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• Evolve FANGMA Index ETF (TECH $20.77)
  • $20.77 P/E (TTM): 31.56X Cap: $99M
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Q: Hello,
I would like to invest in the tech etf (evolve fangma etf) but the volume is low; is this an issue ? Also, is it better to stick to zqq instead for larger set of holdings in the tech space? Thanks very much.

Upvote 5

Read Answer Asked by umedali on September 29, 2025

• Genuine Parts Company (GPC $136.01)
  • $136.01 P/E (TTM): 24.05X Cap: $19.25B
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• Roper Technologies Inc. (ROP $510.57)
  • $510.57 P/E (TTM): 35.11X Cap: $54.55B
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• S&P Global Inc. (SPGI $481.22)
  • $481.22 P/E (TTM): 36.91X Cap: $146.04B
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• Otis Worldwide Corporation When Issued (OTIS $44.00)
  • $44.00 P/E (TTM): 24.15X Cap: $17.26B
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Q: Good morning everyone!! I an looking to invest in some solid non Ai companies with reasonable growth with maybe a small dividend and these four came to mind. What are your thoughts on these companies and do you have any other suggestions.
Cheers,
Tamara

Upvote 1

Read Answer Asked by Tamara on September 29, 2025

• ASML Holding N.V. (ASML $1,002.30)
  • $1,002.30 P/E (TTM): 45.72X Cap: $410.31B
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Q: May I have your thoughts on this stock. It has been moving up steadily.
Are there others that you would prefer?
Thanks.

Upvote 5

Read Answer Asked by Catherine on September 29, 2025

• Klarna Group plc (KLAR)
  • Cap: $29.25B
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Q: Is KLAR going after Visa and Mastercard's market.? Are they different? What do you think of them.

Upvote 2

Read Answer Asked by George on September 29, 2025