Investment Q&A

• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $163.87)
  • $163.87 P/E (TTM): 42.36X Cap: $16.05B
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Q: Please...may we have your analysis of BBD.B ? Going forward, what would be a good entry point?

Grazzia

Upvote 2

Read Answer Asked by Franklin on July 04, 2025

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $38.58)
  • $38.58 P/E (TTM): 10.93X Cap: $6.23B
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Q: WHICH ACCOUNT SHOULD VIU BE HELD IN?
Thanks.

Upvote 4

Read Answer Asked by Serge on July 04, 2025

• Cellebrite DI Ltd. (CLBT $13.70)
  • $13.70 Cap: $3.28B
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Q: The stock price of CLBT has been weak and has fallen lower from the February high in the past months. Any specific reasons the down turn ? Please kindly advise if I should continue to hold or sell for tax loss harvesting ? Thank you. Bill.

Upvote 5

Read Answer Asked by Bill on July 04, 2025

• Atrium Mortgage Investment Corporation (AI $11.42)
  • $11.42 P/E (TTM): 11.03X Cap: $541M
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Q: Should there be any concern with the news release on June 30 of Audit Remediation needs of the stock? Stock dropped and a large holding of mine, was considering increasing my position, hold, sell?

Thank-you

Upvote 1

Read Answer Asked by Kim on July 04, 2025

• H&R Real Estate Investment Trust (HR.UN $11.54)
  • $11.54 Cap: $3.18B
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Q: I just sold one of my long term holdings..H&R after it popped on the special committee news. It’s been a so so performer for me over the years, but has done nicely this year. Do you have a favourite REIT recommendation to replace it? I presently hold CAR.UN and DIR.UN. Thanks

Upvote 3

Read Answer Asked by Scott on July 04, 2025

• Apple Inc. (AAPL $202.38)
  • $202.38 P/E (TTM): 31.52X Cap: $3.02T
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• Netflix Inc. (NFLX $1,158.60)
  • $1,158.60 P/E (TTM): 49.37X Cap: $492.31B
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• Spotify Technology S.A. (SPOT $627.15)
  • $627.15 Cap: $127.84B
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• Axon Enterprise Inc. (AXON $742.47)
  • $742.47 P/E (TTM): 179.34X Cap: $57.80B
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Q: Lately, these 3 stocks have performed well (exceptionally well). Sometimes it is said, "let your winners run" or "don't be afraid of new highs", however I wonder if they are becoming overvalued or extended beyond what is appropriate. Do you think P/Es of AXON @ 199; SPOT @ 129; or NFLX @ 63 show they are overvalued and it is time to sell? If you think otherwise please explain why they continue good investments and should continue to be held. Many thanks for your excellent service.

Upvote 8

Read Answer Asked by Leonard on July 04, 2025

• Air Canada Voting and Variable Voting Shares (AC $19.06)
  • $19.06 P/E (TTM): 4.9X Cap: $6.15B
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Q: Good morning,

Is AC still a buy at $22.00 and what is your target price for its fair value.

Thanks,

George

Upvote 3

Read Answer Asked by George on July 04, 2025

• Royal Bank of Canada (RY $177.48)
  • $177.48 P/E (TTM): 19.19X Cap: $250.16B
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• Constellation Software Inc. (CSU $4,718.31)
  • $4,718.31 P/E (TTM): 98.53X Cap: $99.98B
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• goeasy Ltd. (GSY $181.31)
  • $181.31 P/E (TTM): 11.92X Cap: $2.98B
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• Propel Holdings Inc. (PRL $34.65)
  • $34.65 P/E (TTM): 17.69X Cap: $1.34B
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• Lumine Group Inc. (LMN $52.11)
  • $52.11 Cap: $13.37B
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Q: I hold these equities in my grandson's RESP. He will need to access funds in 2 years. He will enter grade 11 this September. I just sold half of the CLS holdings at 120% gain. Above % represents post sale. I am thinking of putting cash into BEP.UN or BIP.UN. what additional adjustments would you make at this time?

Thanks for all your help.

Mike

Upvote 11

Read Answer Asked by Michael on July 04, 2025

• UnitedHealth Group Incorporated (DE) (UNH $237.77)
  • $237.77 P/E (TTM): 9.95X Cap: $215.69B
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• Molina Healthcare Inc (MOH $155.13)
  • $155.13 P/E (TTM): 7.49X Cap: $8.67B
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• Centene Corporation (CNC $25.91)
  • $25.91 P/E (TTM): 3.82X Cap: $12.72B
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• Oscar Health Inc. Class A (OSCR $13.58)
  • $13.58 P/E (TTM): 33.95X Cap: $3.45B
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• Elevance Health Inc. (ELV $274.66)
  • $274.66 P/E (TTM): 10.69X Cap: $61.84B
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Q: Hi 5i
Current holder of CNC .It and these other big health care companies have really tanked today, Whats happening and would you continue to hold or sell.
How do you view the outlook going forward for this sector?
Any best of breeds selection here.....
Trying to decide how to proceed with this one.
thx

Upvote 2

Read Answer Asked by jim on July 04, 2025

• CAE Inc. (CAE $39.11)
  • $39.11 P/E (TTM): 31.04X Cap: $12.52B
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Q: What are views of this company? Any future in the increasing Canadian defence spending?

Upvote 3

Read Answer Asked by Rachel on July 04, 2025

• INVESCO QQQ Trust (QQQ $553.88)
  • $553.88 P/E (TTM): 59.46X Cap: $352.84B
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• NEOS Nasdaq 100 High Income ETF (QQQI $51.78)
  • $51.78 P/E (TTM): 67.65X Cap: $3.30B
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Q: What are your thoughts on this? How does it work and what are the risks?

Upvote 6

Read Answer Asked by Max on July 04, 2025

• Constellation Software Inc. (CSU $4,718.31)
  • $4,718.31 P/E (TTM): 98.53X Cap: $99.98B
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• Intact Financial Corporation (IFC $283.07)
  • $283.07 P/E (TTM): 22.88X Cap: $50.48B
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• BMO S&P 500 Index ETF (ZSP $94.16)
  • $94.16 P/E (TTM): 57.09X Cap: $18.77B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.16)
  • $43.16 P/E (TTM): 5.54X Cap: $17.57B
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• SPDR S&P 500 ETF Trust (SPY $621.72)
  • $621.72 P/E (TTM): 57.48X Cap: $642.87B
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• INVESCO QQQ Trust (QQQ $553.88)
  • $553.88 P/E (TTM): 59.46X Cap: $352.84B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $101.68)
  • $101.68 P/E (TTM): 72.62X Cap: $1.10B
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• Brookfield Corporation Class A Limited Voting Shares (BN $90.11)
  • $90.11 P/E (TTM): 234.96X Cap: $148.46B
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Q: If you were only to buy 3 ETF's and a couple of high convictions stocks. Which 3 ETF's would you pick. No fixed income please.

Upvote 27

Read Answer Asked by Cheryl on July 04, 2025

• McCoy Global Inc. (MCB $3.58)
  • $3.58 P/E (TTM): 11.74X Cap: $97M
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Q: Hi there, what are your thoughts on MCB here and future outlook for growth? Would you be a buyer at today's prices? Thanks

Upvote 3

Read Answer Asked by Michael on July 04, 2025

• Arthur J. Gallagher & Co. (AJG $284.17)
  • $284.17 P/E (TTM): 43.85X Cap: $72.77B
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Q: Can I get a current view on AJG?

Upvote 3

Read Answer Asked by Kim on July 04, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $35.65)
  • $35.65 Cap: $23.46B
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Q: Brookfield renewable continues upward trajectory, however small. Do you think it has scalable potential for the future or is its growth either as a sector or company muted with the tide moving out somewhat on renewable power?
What do you see as future growth potential?

Upvote 11

Read Answer Asked by Peter on July 04, 2025

Q: WHICH ACCOUNT SHOULD ZWG BE HELD IN?

THANKS.

Upvote 3

Read Answer Asked by Ron on July 04, 2025

• Microsoft Corporation (MSFT $524.11)
  • $524.11 P/E (TTM): 40.53X Cap: $3.89T
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.73)
  • $46.73 Cap: $17.48B
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Q: Hi,

BEPC has been steadily rising this year, even in the face of the US administration's policy switch that is largely unfavourabhle to renewables. Any thoughts on what's driving the uptick?

Thanks,
Robert

Upvote 4

Read Answer Asked by Robert on July 04, 2025

• Costco Wholesale Corporation (COST $952.52)
  • $952.52 P/E (TTM): 55.64X Cap: $422.42B
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• Monster Beverage Corporation (MNST $59.02)
  • $59.02 P/E (TTM): 38.83X Cap: $59.52B
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• Church & Dwight Company Inc. (CHD $94.01)
  • $94.01 P/E (TTM): 40.35X Cap: $23.15B
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• Procter & Gamble Company (The) (PG $150.65)
  • $150.65 P/E (TTM): 23.91X Cap: $353.20B
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Q: I have 6 years before I must draw from my RRSP. I have no consumer staples or consumer defensive stocks in any of my accounts. Can you recommend 3 US stocks that you like in each of these sector.
Thanks

Upvote 4

Read Answer Asked on July 04, 2025

• Magna International Inc. (MG $57.05)
  • $57.05 P/E (TTM): 10.41X Cap: $16.35B
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Q: Anything moving Magna lately on your radar? Thx

Upvote 2

Read Answer Asked by blake on July 04, 2025

• ECN Capital Corp. (ECN $3.07)
  • $3.07 P/E (TTM): 112.07X Cap: $863M
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Q: Have been sitting on this for a while, and am break even. Looking to sell and re invest in better opportunities. 15 year hold/horizon. Can you provide 5 considerations , ranked as a replacement. Thank you!

Upvote 4

Read Answer Asked by Chris on July 04, 2025