Investment Q&A

• Alphabet Inc. (GOOG $304.05)
  • $304.05 P/E (TTM): 30.38X Cap: $3.69T
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Q: Given US and Canadian currencies and markets, what is your recommendation for the purchase of US stocks (ie GOOG) and ETFs (ie QQQ). Would you recommend buying them in Canadian or US currency for a 32 year old who will hold them for an RRSP investment?

thx

Upvote 5

Read Answer Asked by Kathryn on November 03, 2025

• CECO Environmental Corp. (CECO $58.63)
  • $58.63 P/E (TTM): 42.88X Cap: $2.01B
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• Genius Sports Limited (GENI $10.77)
  • $10.77 Cap: $2.56B
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• Cellebrite DI Ltd. (CLBT $18.64)
  • $18.64 Cap: $4.40B
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• BlackSky Technology Inc. Class A (BKSY $17.56)
  • $17.56 Cap: $681M
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• Sportradar Group AG (SRAD $22.95)
  • $22.95 Cap: $6.76B
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• Karman Holdings Inc. (KRMN $68.61)
  • $68.61 P/E (TTM): 959.86X Cap: $8.59B
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• Limbach Holdings Inc. (LMB $79.16)
  • $79.16 P/E (TTM): 26.84X Cap: $883M
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Q: Please rank from best to worst at current purchase prices (for growth). Please also indicate if they would be a buy, sell or hold based on Thursday's prices.

Upvote 7

Read Answer Asked by Tim on November 03, 2025

• EMCOR Group Inc. (EME $614.63)
  • $614.63 P/E (TTM): 25.13X Cap: $26.70B
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Q: Please comment on earnings and the 15+% share price drop.

Upvote 3

Read Answer Asked by Greg on November 03, 2025

• Western Energy Services Corp. (WRG $2.06)
  • $2.06 Cap: $69M
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Q: This company seems to be financially stable and I am wondering what your thoughts are regarding a speculative purchase. I note that Sime Armoyan has a big chunk of this also.

Thanks!

Upvote 1

Read Answer Asked by Robert on November 03, 2025

• Chipotle Mexican Grill Inc. (CMG $37.92)
  • $37.92 P/E (TTM): 31.56X Cap: $48.92B
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• Restaurant Brands International Inc. (QSR $96.56)
  • $96.56 P/E (TTM): 25.17X Cap: $44.08B
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Q: Good morning I would appreciate your opinion on QSR latest results. I just finished reading through and although growth seems slow it was heading in the right direction. I am wondering your opinion on the different segments (brands) and their push into international markets and BK revamp. Do you think this could be the start of expansion and the bet that Doyle can turn this business around like Dominos? I have been a long time holder and recently been wondering if i should sell and move on or stay the course. Thanks

Upvote 4

Read Answer Asked by Kolbi on November 03, 2025

• TD U.S. Equity Index ETF (TPU $53.26)
  • $53.26 P/E (TTM): 26.99X Cap: $4.21B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $42.74)
  • $42.74 P/E (TTM): 23.36X Cap: $7.59B
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Q: Hi There,
If I'm looking long term, and want to keep things really simple, what would you suggest as the best international ETF(s) to pair with an S&P 500 ETF such as TPU.TO? And do you see a drawback to leaning into the S&P 500 as it reaches new highs?
Thank you

Upvote 3

Read Answer Asked by Jonathan on November 03, 2025

• Alphabet Inc. (GOOG $304.05)
  • $304.05 P/E (TTM): 30.38X Cap: $3.69T
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• United Rentals Inc. (URI $801.56)
  • $801.56 P/E (TTM): 21.09X Cap: $50.42B
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• Monolithic Power Systems Inc. (MPWR $936.54)
  • $936.54 P/E (TTM): 24.41X Cap: $43.70B
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• Axon Enterprise Inc. (AXON $566.28)
  • $566.28 P/E (TTM): 175.99X Cap: $43.40B
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• CECO Environmental Corp. (CECO $58.63)
  • $58.63 P/E (TTM): 42.88X Cap: $2.01B
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• EnerSys (ENS $145.85)
  • $145.85 P/E (TTM): 16.94X Cap: $5.17B
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• Applovin Corporation (APP $695.22)
  • $695.22 P/E (TTM): 81.91X Cap: $222.08B
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• Nebius Group N.V. (NBIS $78.49)
  • $78.49 Cap: $17.96B
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• Karman Holdings Inc. (KRMN $68.61)
  • $68.61 P/E (TTM): 959.86X Cap: $8.59B
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• Ouster Inc. (OUST $21.42)
  • $21.42 Cap: $1.24B
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Q: Firstly, thank you for your services.
Please list “in order” your top 10 US and top 10 CND growth focussed stocks, long term hold.

Entry prices for the top in each.

Thank you

Upvote 41

Read Answer Asked by Nick on November 03, 2025

• Coveo Solutions Inc. Subordinate voting shares (CVO $6.86)
  • $6.86 Cap: $661M
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Q: Clearly the market wasn't happy with last week's Q2 results but some analysts (eg. RBC) think there may have been an overreaction.

As always, would appreciate your viewpoint.

Upvote 4

Read Answer Asked by karl on November 02, 2025

• Fiserv Inc. (FISV)
  • P/E (TTM): 9.86X
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Q: Hi 5i!

Can you comment FI earnings? What do you think of its long term perspective and of the drop since this winter?

Thank you

Upvote 2

Read Answer Asked by Francois on November 02, 2025

• MEG Energy Corp. (MEG $30.89)
  • $30.89 P/E (TTM): 6.87X Cap: $7.85B
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Q: Can you comment on what is going on with the CVE takeover offer, and why there was a last-minute delay that took place yesterday? Was it delayed because there was not enough support? Although I had voted in support of CVE takeover when SCR was also bidding, now that SCR is out, if the vote is close, I would probably vote against CVE so MEG could continue on its own. Any thoughts? Thanks.

Upvote 6

Read Answer Asked by Donald on October 31, 2025

• Quanta Services Inc. (PWR $420.82)
  • $420.82 P/E (TTM): 64.96X Cap: $61.77B
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• Miscellaneous (MISC)
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• HIVE Digital Technologies Ltd. (HIVE $3.72)
  • $3.72 P/E (TTM): 23.24X Cap: $874M
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• Hut 8 Corp. (HUT $53.65)
  • $53.65 Cap: $6.05B
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• Horizons Blockchain Technology & Hardware Index ETF (BKCH)
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• Powell Industries Inc. (POWL $330.35)
  • $330.35 P/E (TTM): 22.39X Cap: $4.02B
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• nVent Electric plc (NVT $98.77)
  • $98.77 P/E (TTM): 55.92X Cap: $15.32B
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• Bitfarms Ltd. (BITF $3.12)
  • $3.12 Cap: $1.91B
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• Vertiv Holdings LLC Class A (VRT $154.91)
  • $154.91 P/E (TTM): 60.63X Cap: $57.28B
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• Riot Platforms Inc. (RIOT $13.34)
  • $13.34 P/E (TTM): 40.82X Cap: $4.81B
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• IREN Limited (IREN $36.17)
  • $36.17 P/E (TTM): 33.88X Cap: $11.09B
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• Core Scientific Inc. (CORZ $14.59)
  • $14.59 Cap: $4.20B
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• Applied Digital Corp. (APLD $24.21)
  • $24.21 Cap: $6.14B
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• iShares Blockchain and Tech ETF (IBLC $41.54)
  • $41.54 P/E (TTM): 22.54X Cap: $75M
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• Nebius Group N.V. (NBIS $78.49)
  • $78.49 Cap: $17.96B
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• WhiteFiber Inc. (WYFI $14.23)
  • $14.23 Cap: $542M
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Q: I am curious as to how best invest in the power demand for AI datacentres? Would you have suggestions for certain equities/ETF’s that you feel are well positioned this impending demand?

Thanks

Upvote 20

Read Answer Asked by kim on October 31, 2025

• Aecon Group Inc. (ARE $30.76)
  • $30.76 P/E (TTM): 314.9X Cap: $1.92B
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• MDA Space Ltd. (MDA $24.49)
  • $24.49 P/E (TTM): 30.01X Cap: $3.07B
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Q: Any news on MDA big drop? Thinking of moving out into Are which is gaining momentum,

Upvote 5

Read Answer Asked by Helen on October 31, 2025

• 5N Plus Inc. (VNP $18.22)
  • $18.22 P/E (TTM): 25.94X Cap: $1.54B
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• Lumine Group Inc. (LMN $26.23)
  • $26.23 P/E (TTM): 102.78X Cap: $6.74B
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Q: I am thinking of adding either LMN or VPN to my TFSA. Appreciate knowing which stock has the best growth potential and the risk associated with each.

Wayne

Upvote 9

Read Answer Asked by Wayne on October 31, 2025

• Enbridge Inc. (ENB $64.55)
  • $64.55 P/E (TTM): 24.56X Cap: $141.04B
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• TC Energy Corporation (TRP $74.71)
  • $74.71 P/E (TTM): 22.65X Cap: $77.51B
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• Pembina Pipeline Corporation (PPL $50.84)
  • $50.84 P/E (TTM): 17.77X Cap: $29.90B
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Q: Hi Peter
I owned all 3 pipelines ENB, PPL, and TRP for dividends and slow capital appreciation;
all 3 have been declining in the last few weeks
are there any fundamental reasons ? I know that the prices of oil is weak and there are obstacles to try to build a pipeline from Alberta to BC , some talks for pipeline to the USA, I am looking for opportunity to add to my existing position, should I wait longer? is there a seasonal trade timing? Thanks
Michael

Upvote 10

Read Answer Asked by Michael on October 31, 2025

• Cogeco Inc. Subordinate Voting Shares (CGO $62.15)
  • $62.15 P/E (TTM): 7.14X Cap: $602M
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Q: Would appreciate your review of recent results. Thanks.

Upvote 2

Read Answer Asked by Robert on October 31, 2025

• Axon Enterprise Inc. (AXON $566.28)
  • $566.28 P/E (TTM): 175.99X Cap: $43.40B
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Q: How do you see AXON stock positioned, going into earnings, next week ?

What are your expectations from the Co, based on past quarters and subsequent company news/ defence related commentary ?

Do you like its current valuation ?

Thank You

Upvote 8

Read Answer Asked by rajeev on October 31, 2025

• Cargojet Inc. Common and Variable Voting Shares (CJT $81.68)
  • $81.68 P/E (TTM): 10.03X Cap: $1.21B
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Q: Bought 500 CJT@ $103.00 per share (500) down 20%. I am along - term investor. Keep or sell?

Upvote 2

Read Answer Asked by James on October 31, 2025

• MTY Food Group Inc. (MTY $37.85)
  • $37.85 P/E (TTM): 26.5X Cap: $853M
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Q: Bought 1000 shs in April @ $45.00 per share - down 20% or so: hold or sell?

Upvote 1

Read Answer Asked by James on October 31, 2025

• Vanguard Short-Term Inflation-Protected Securities (VTIP $49.42)
  • $49.42 Cap: $16.42B
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Q: It is my understanding (in general) that the share price of a typical bond ETF will decline in a falling interest rate environment, however what is the expected behaviour of an ETF that invests in US Tresuary TIPS?

Upvote 2

Read Answer Asked by mike on October 31, 2025

• Loblaw Companies Limited (L $62.51)
  • $62.51 P/E (TTM): 7.62X Cap: $73.82B
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• Dollarama Inc. (DOL $200.17)
  • $200.17 P/E (TTM): 42.32X Cap: $54.77B
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• Gildan Activewear Inc. (GIL $89.02)
  • $89.02 P/E (TTM): 20.29X Cap: $12.96B
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• Alimentation Couche-Tard Inc. (ATD $74.37)
  • $74.37 P/E (TTM): 19.22X Cap: $67.10B
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• Premium Brands Holdings Corporation (PBH $101.18)
  • $101.18 P/E (TTM): 65.61X Cap: $4.44B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $115.04)
  • $115.04 P/E (TTM): 47.43X Cap: $12.71B
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• State Street Consumer Staples Select Sector SPDR ETF (XLP $79.31)
  • $79.31 P/E (TTM): 23.97X Cap: $15.38B
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• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $122.69)
  • $122.69 P/E (TTM): 34.48X Cap: $24.29B
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $81.69)
  • $81.69 P/E (TTM): 55.44X Cap: $8.95B
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Q: I have very limited to zero holdings in Consumer Defensive and Cyclical. Could you explain the difference between Defensive and Cyclical and recommend how best to invest, either individual stocks or ETF.
Many thanks,
Ralph

Upvote 7

Read Answer Asked by ralph on October 31, 2025