Investment Q&A

• Enbridge Inc. (ENB $71.42)
  • $71.42 P/E (TTM): 27.44X Cap: $156.66B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Fortis Inc. (FTS $77.68)
  • $77.68 P/E (TTM): 22.42X Cap: $39.50B
  • View FTS Profile
  • View Questions on FTS
• Hydro One Limited (H $57.89)
  • $57.89 P/E (TTM): 26.6X Cap: $34.75B
  • View H Profile
  • View Questions on H
• Brookfield Corporation Class A Limited Voting Shares (BN $61.94)
  • $61.94 P/E (TTM): 88.8X Cap: $138.44B
  • View BN Profile
  • View Questions on BN

Q: Gooday My question is that I have 2 sons with money in there tax free account. Which are the safest divden pay stocks that you recommend .

Upvote 8

Read Answer Asked by Lynn on November 03, 2025

• Alphabet Inc. (GOOG $311.08)
  • $311.08 P/E (TTM): 28.83X Cap: $3.76T
  • View GOOG Profile
  • View Questions on GOOG
• United Rentals Inc. (URI $863.68)
  • $863.68 P/E (TTM): 22.86X Cap: $56.50B
  • View URI Profile
  • View Questions on URI
• Axon Enterprise Inc. (AXON $527.93)
  • $527.93 P/E (TTM): 133.58X Cap: $35.12B
  • View AXON Profile
  • View Questions on AXON
• CECO Environmental Corp. (CECO $62.63)
  • $62.63 P/E (TTM): 54.7X Cap: $2.13B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $171.23)
  • $171.23 P/E (TTM): 20.75X Cap: $6.36B
  • View ENS Profile
  • View Questions on ENS
• RTX Corporation (RTX $196.44)
  • $196.44 P/E (TTM): 40.71X Cap: $266.39B
  • View RTX Profile
  • View Questions on RTX
• Karman Holdings Inc. (KRMN $85.09)
  • $85.09 P/E (TTM): 1161.0X Cap: $11.06B
  • View KRMN Profile
  • View Questions on KRMN

Q: What are your favourite US and Canadian non-tech stocks at this moment. Thank you.

Upvote 33

Read Answer Asked by Edward on November 03, 2025

• Evergy Inc. (EVRG $82.44)
  • $82.44 P/E (TTM): 22.43X Cap: $18.50B
  • View EVRG Profile
  • View Questions on EVRG

Q: thoughts on this mid cap utility for a retired dividend investor.

Thanks Dave

Upvote 2

Read Answer Asked by Dave on November 03, 2025

• Premier American Uranium Inc. (PUR $0.88)
  • $0.88 Cap: $56M
  • View PUR Profile
  • View Questions on PUR
  • View Reports on PUR

Q: I had this company on my watchlist a while back and then basically forgot about it. I see it is trading at close to its lowest price in the last year. I also noticed insider trading in the last month so was wondering of you see any upside to this.
Thanks

Jim

Upvote 2

Read Answer Asked by Jim on November 03, 2025

Q: SETM Is this a good time to be in this etf? Is it priced well?

Upvote 2

Read Answer Asked by Helen on November 03, 2025

• Skeena Resources Limited (SKE $50.10)
  • $50.10 Cap: $5.97B
  • View SKE Profile
  • View Questions on SKE

Q: When Is this company going to start production, it shares have droped off in the last couple of weeks is their something going on.
Jim.

Upvote 1

Read Answer Asked by James on November 03, 2025

Q: What are the current top 15 (US or CA) stocks to purchase for long term hold?
Thanks

Upvote 9

Read Answer Asked by Ben on November 03, 2025

• Kroger Company (The) (KR $68.25)
  • $68.25 P/E (TTM): 22.02X Cap: $44.14B
  • View KR Profile
  • View Questions on KR
• Philip Morris International Inc (PM $188.60)
  • $188.60 P/E (TTM): 25.79X Cap: $291.09B
  • View PM Profile
  • View Questions on PM
• Loblaw Companies Limited (L $64.18)
  • $64.18 P/E (TTM): 11.14X Cap: $80.71B
  • View L Profile
  • View Questions on L
• North West Company Inc. (The) (NWC $55.90)
  • $55.90 P/E (TTM): 19.3X Cap: $2.66B
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC
• Premium Brands Holdings Corporation (PBH $105.18)
  • $105.18 P/E (TTM): 72.19X Cap: $4.70B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• British American Tobacco p.l.c. (BTI $62.75)
  • $62.75 P/E (TTM): 33.6X Cap: $134.18B
  • View BTI Profile
  • View Questions on BTI

Q: Good morning;

I am doing some rebalancing of my portfolio. In light of my views on world events over the next 3-5 years I am looking for the top 3 "Consumer Defensive" stocks. I believe there to be risk in the US dollar over this period so would appreciate your recommendations on 3 Canadian and 3 American consumer defensive stocks and what makes them a consideration.

As always, thanks for your insights!

Upvote 6

Read Answer Asked by Dave on November 03, 2025

• Alphabet Inc. (GOOG $311.08)
  • $311.08 P/E (TTM): 28.83X Cap: $3.76T
  • View GOOG Profile
  • View Questions on GOOG

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 $62.63)
  • $62.63 P/E (TTM): 54.7X Cap: $2.13B
  • View CECO Profile
  • View Questions on CECO
• Genius Sports Limited (GENI $5.98)
  • $5.98 Cap: $1.40B
  • View GENI Profile
  • View Questions on GENI
• Cellebrite DI Ltd. (CLBT $13.20)
  • $13.20 Cap: $3.02B
  • View CLBT Profile
  • View Questions on CLBT
• BlackSky Technology Inc. Class A (BKSY $21.49)
  • $21.49 Cap: $817M
  • View BKSY Profile
  • View Questions on BKSY
• Sportradar Group AG (SRAD $18.01)
  • $18.01 Cap: $5.31B
  • View SRAD Profile
  • View Questions on SRAD
• Karman Holdings Inc. (KRMN $85.09)
  • $85.09 P/E (TTM): 1161.0X Cap: $11.06B
  • View KRMN Profile
  • View Questions on KRMN
• Limbach Holdings Inc. (LMB $95.81)
  • $95.81 P/E (TTM): 30.55X Cap: $1.14B
  • View LMB Profile
  • View Questions on LMB

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 $808.87)
  • $808.87 P/E (TTM): 32.46X Cap: $36.11B
  • View EME Profile
  • View Questions on EME

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 $2.40)
  • $2.40 Cap: $86M
  • View WRG Profile
  • View Questions on WRG

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 $37.07)
  • $37.07 P/E (TTM): 32.11X Cap: $47.52B
  • View CMG Profile
  • View Questions on CMG
• Restaurant Brands International Inc. (QSR $92.30)
  • $92.30 P/E (TTM): 24.12X Cap: $42.15B
  • View QSR Profile
  • View Questions on QSR

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 $54.01)
  • $54.01 P/E (TTM): 26.38X Cap: $4.67B
  • View TPU Profile
  • View Questions on TPU
• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $48.31)
  • $48.31 P/E (TTM): 23.36X Cap: $9.38B
  • View VIU Profile
  • View Questions on VIU

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 $311.08)
  • $311.08 P/E (TTM): 28.83X Cap: $3.76T
  • View GOOG Profile
  • View Questions on GOOG
• United Rentals Inc. (URI $863.68)
  • $863.68 P/E (TTM): 22.86X Cap: $56.50B
  • View URI Profile
  • View Questions on URI
• Monolithic Power Systems Inc. (MPWR $1,223.17)
  • $1,223.17 P/E (TTM): 30.53X Cap: $58.14B
  • View MPWR Profile
  • View Questions on MPWR
• Axon Enterprise Inc. (AXON $527.93)
  • $527.93 P/E (TTM): 133.58X Cap: $35.12B
  • View AXON Profile
  • View Questions on AXON
• CECO Environmental Corp. (CECO $62.63)
  • $62.63 P/E (TTM): 54.7X Cap: $2.13B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $171.23)
  • $171.23 P/E (TTM): 20.75X Cap: $6.36B
  • View ENS Profile
  • View Questions on ENS
• Applovin Corporation (APP $423.31)
  • $423.31 P/E (TTM): 19.51X Cap: $132.62B
  • View APP Profile
  • View Questions on APP
• Nebius Group N.V. (NBIS $104.98)
  • $104.98 Cap: $24.42B
  • View NBIS Profile
  • View Questions on NBIS
• Karman Holdings Inc. (KRMN $85.09)
  • $85.09 P/E (TTM): 1161.0X Cap: $11.06B
  • View KRMN Profile
  • View Questions on KRMN
• Ouster Inc. (OUST $19.58)
  • $19.58 Cap: $1.11B
  • View OUST Profile
  • View Questions on OUST

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 42

Read Answer Asked by Nick on November 03, 2025

• Coveo Solutions Inc. Subordinate voting shares (CVO $5.84)
  • $5.84 Cap: $549M
  • View CVO Profile
  • View Questions on CVO

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
  • View FISV Profile
  • View Questions on FISV

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
  • View MEG Profile
  • View Questions on MEG

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 $570.47)
  • $570.47 P/E (TTM): 80.75X Cap: $85.01B
  • View PWR Profile
  • View Questions on PWR
• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC
• HIVE Digital Technologies Ltd. (HIVE $3.20)
  • $3.20 Cap: $750M
  • View HIVE Profile
  • View Questions on HIVE
• Hut 8 Corp. (HUT $80.60)
  • $80.60 Cap: $8.92B
  • View HUT Profile
  • View Questions on HUT
• Horizons Blockchain Technology & Hardware Index ETF (BKCH)
  • View BKCH Profile
  • View Questions on BKCH
• Powell Industries Inc. (POWL $557.97)
  • $557.97 P/E (TTM): 35.33X Cap: $6.78B
  • View POWL Profile
  • View Questions on POWL
• nVent Electric plc (NVT $121.40)
  • $121.40 P/E (TTM): 16.47X Cap: $19.11B
  • View NVT Profile
  • View Questions on NVT
• Bitfarms Ltd. (BITF $3.27)
  • $3.27 Cap: $1.79B
  • View BITF Profile
  • View Questions on BITF
• Vertiv Holdings LLC Class A (VRT $263.43)
  • $263.43 P/E (TTM): 92.61X Cap: $96.85B
  • View VRT Profile
  • View Questions on VRT
• Riot Platforms Inc. (RIOT $17.05)
  • $17.05 P/E (TTM): 47.42X Cap: $6.13B
  • View RIOT Profile
  • View Questions on RIOT
• IREN Limited (IREN $45.65)
  • $45.65 P/E (TTM): 75.64X Cap: $15.10B
  • View IREN Profile
  • View Questions on IREN
• Core Scientific Inc. (CORZ $18.07)
  • $18.07 Cap: $5.54B
  • View CORZ Profile
  • View Questions on CORZ
• Applied Digital Corp. (APLD $30.66)
  • $30.66 Cap: $8.57B
  • View APLD Profile
  • View Questions on APLD
• iShares Blockchain and Tech ETF (IBLC $40.74)
  • $40.74 P/E (TTM): 23.77X Cap: $75M
  • View IBLC Profile
  • View Questions on IBLC
• Nebius Group N.V. (NBIS $104.98)
  • $104.98 Cap: $24.42B
  • View NBIS Profile
  • View Questions on NBIS
• WhiteFiber Inc. (WYFI $18.83)
  • $18.83 Cap: $674M
  • View WYFI Profile
  • View Questions on WYFI

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 21

Read Answer Asked by kim on October 31, 2025

• Aecon Group Inc. (ARE $37.86)
  • $37.86 P/E (TTM): 367.8X Cap: $2.36B
  • View ARE Profile
  • View Questions on ARE
• MDA Space Ltd. (MDA $39.03)
  • $39.03 P/E (TTM): 44.52X Cap: $4.84B
  • View MDA Profile
  • View Questions on MDA

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