Investment Q&A

• Hemisphere Energy Corporation (HME $2.58)
  • $2.58 P/E (TTM): 8.27X Cap: $244M
  • View HME Profile
  • View Questions on HME
• ONEOK Inc. (OKE $84.93)
  • $84.93 P/E (TTM): 15.82X Cap: $53.48B
  • View OKE Profile
  • View Questions on OKE
• Suncor Energy Inc. (SU $81.46)
  • $81.46 P/E (TTM): 16.28X Cap: $96.68B
  • View SU Profile
  • View Questions on SU
• Canadian Natural Resources Limited (CNQ $66.17)
  • $66.17 P/E (TTM): 20.25X Cap: $138.02B
  • View CNQ Profile
  • View Questions on CNQ

Q: what are your thoughts on this company please?

Upvote 4

Read Answer Asked by carl on November 25, 2025

• TerraVest Industries Inc. (TVK $137.28)
  • $137.28 Cap: $3.08B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK

Q: When does Co report earnings and what are the street estimates ?

Stock has pulled back $50 from its high of $176 and is languishing around current level for several weeks.

It appears that Co missed estimates, two quarters in a row and investors are hesitant to support the stock.

What has caused this turnaround in Co's performance and do you foresee any recovery, in near term ? Or, it's prudent to move on.


Thank You

Upvote 10

Read Answer Asked by rajeev on November 25, 2025

• Meta Platforms Inc. (META $638.18)
  • $638.18 P/E (TTM): 27.88X Cap: $1.61T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $303.21)
  • $303.21 P/E (TTM): 28.53X Cap: $3.67T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $183.14)
  • $183.14 P/E (TTM): 37.97X Cap: $4.45T
  • View NVDA Profile
  • View Questions on NVDA

Q: Hi,
Seeing the drop in NVDA makes me wonder if the talk that Meta is considering buying chips from GOOGL would really reduce NVDA's value this much? If you could weigh in with any comments and thoughts you have regarding this mornings drop I'd love to hear them!
Thanks!
D

Upvote 6

Read Answer Asked by Dawn on November 25, 2025

• iShares S&P/TSX Composite High Dividend Index ETF (XEI $35.78)
  • $35.78 P/E (TTM): 13.77X Cap: $3.42B
  • View XEI Profile
  • View Questions on XEI
• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $44.03)
  • $44.03 P/E (TTM): 1.18X Cap: $8.84B
  • View VIU Profile
  • View Questions on VIU
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $101.21)
  • $101.21 Cap: $2.25B
  • View VGG Profile
  • View Questions on VGG
• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $38.29)
  • $38.29 P/E (TTM): 11.93X Cap: $4.31B
  • View XDIV Profile
  • View Questions on XDIV
• Fidelity Canadian Momentum ETF FCCM (FCCM $11.33)
  • $11.33 P/E (TTM): 17.46X
  • View FCCM Profile
  • View Questions on FCCM

Q: these ETFs are my main yield workhorses. Can you suggest others to compliment them?

Upvote 7

Read Answer Asked by Mark on November 25, 2025

• Kraken Robotics Inc. (PNG $9.62)
  • $9.62 P/E (TTM): 166.0X Cap: $2.94B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $5.45)
  • $5.45 P/E (TTM): 389.29X Cap: $575M
  • View ZDC Profile
  • View Questions on ZDC
• Tantalus Systems Holding Inc. (GRID $4.15)
  • $4.15 Cap: $213M
  • View GRID Profile
  • View Questions on GRID

Q: Your best small cap recommendation for growth in a TFSA today. Thanks!

David

Upvote 27

Read Answer Asked by David on November 25, 2025

• BRP Inc. Subordinate Voting Shares (DOO $87.26)
  • $87.26 Cap: $6.40B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO

Q: Greetings 5i, what is your opinion on BRP's strategic plan that was presented in early October? Is the company at an inflection point in terms of growth? Thank you.

Upvote 4

Read Answer Asked by Barbara on November 25, 2025

• Quanta Services Inc. (PWR $566.91)
  • $566.91 P/E (TTM): 83.49X Cap: $84.82B
  • View PWR Profile
  • View Questions on PWR
• AECOM (ACM $89.80)
  • $89.80 P/E (TTM): 30.94X Cap: $11.83B
  • View ACM Profile
  • View Questions on ACM
• iShares Global Infrastructure ETF (IGF $66.59)
  • $66.59 P/E (TTM): 4.18X Cap: $9.94B
  • View IGF Profile
  • View Questions on IGF

Q: What are your favorite stocks in the infrastructure space,one each in Canada and the U.S. and also is there an etf in this area that you like?
Thank you

Upvote 6

Read Answer Asked by John on November 25, 2025

• Sekur Private Data Ltd. (SKUR $0.05)
  • $0.05 Cap: $10M
  • View SKUR Profile
  • View Questions on SKUR

Q: Hi crew, could I get your thoughts on Sekur partnering with Quaestor Federal Consulting as well as some of their other moves? I haven't seen any quarter result numbers that support this company breaking out, do you?
Thx,
Kevin

Upvote 2

Read Answer Asked by Kevin on November 25, 2025

• Honeywell International Inc. (HON $233.40)
  • $233.40 P/E (TTM): 32.53X Cap: $148.36B
  • View HON Profile
  • View Questions on HON
• Solstice Advanced Materials Inc. (SOLS $72.08)
  • $72.08 Cap: $11.44B
  • View SOLS Profile
  • View Questions on SOLS

Q: Hello,

Now that Honeywell has spun out SOLS, is the spin off worth keeping?

Thanks.

Upvote 2

Read Answer Asked by Sarj on November 25, 2025

• ASP Isotopes Inc. (ASPI $5.85)
  • $5.85 Cap: $648M
  • View ASPI Profile
  • View Questions on ASPI

Q: What are your thoughts on ASP Isotope’s latest quarter? The share price has taken a hit and is back at early 2025 levels. Do you think it has potential as a speculative small cap?

Upvote 2

Read Answer Asked by Gregory on November 25, 2025

• Enbridge Inc. (ENB $73.12)
  • $73.12 P/E (TTM): 27.86X Cap: $159.57B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Constellation Software Inc. (CSU $2,619.09)
  • $2,619.09 P/E (TTM): 82.15X Cap: $55.50B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• goeasy Ltd. (GSY $35.02)
  • $35.02 P/E (TTM): 2.96X Cap: $562M
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Kraken Robotics Inc. (PNG $9.62)
  • $9.62 P/E (TTM): 166.0X Cap: $2.94B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Galaxy Digital Inc. Class A common stock (GLXY $28.14)
  • $28.14 Cap: $10.99B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Propel Holdings Inc. (PRL $18.70)
  • $18.70 P/E (TTM): 9.9X Cap: $735M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Brookfield Corporation Class A Limited Voting Shares (BN $52.81)
  • $52.81 P/E (TTM): 81.14X Cap: $118.57B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $58.76)
  • $58.76 P/E (TTM): 29.8X Cap: $96.25B
  • View BAM Profile
  • View Questions on BAM

Q: I currently own all of the above in various porfolios. In a concentrated TSFA which 3 from your balanced portfolio would you buy for long term. Currently own GLXY and PRL at great loss in TSFA would you add?
Thank you.

Upvote 16

Read Answer Asked by Yves on November 25, 2025

• BMO Equal Weight Utilities Index ETF (ZUT $27.67)
  • $27.67 P/E (TTM): 17.8X Cap: $820M
  • View ZUT Profile
  • View Questions on ZUT
• Vanguard Dividend Appreciation FTF (VIG $218.09)
  • $218.09 P/E (TTM): 24.38X Cap: $100.38B
  • View VIG Profile
  • View Questions on VIG
• Invesco Aerospace & Defense ETF (PPA $174.08)
  • $174.08 P/E (TTM): 18.13X Cap: $8.05B
  • View PPA Profile
  • View Questions on PPA
• Vanguard Consumer Staples ETF (VDC $230.13)
  • $230.13 P/E (TTM): 23.23X Cap: $7.14B
  • View VDC Profile
  • View Questions on VDC

Q: What do you think about VIG, VDC annnd PPA as defensive purchases and is this time to think about adding defensive positions to a portfoliio? Do you have any suggestions for a defensive play?

Upvote 3

Read Answer Asked by Ron on November 25, 2025

• Goliath Resources Limited (GOT $1.88)
  • $1.88 Cap: $326M
  • View GOT Profile
  • View Questions on GOT
• Heliostar Metals Ltd. (HSTR $2.54)
  • $2.54 P/E (TTM): 16.87X Cap: $651M
  • View HSTR Profile
  • View Questions on HSTR

Q: Do you still like HSTR? To my layman’s eyes it seems to be “firing on all cylinders”. Thinking of selling my GOT to make the purchase. HSTR plots better than GOT, it has a higher market capitalization and it is already profitable. I believe it’s mines are all located in Mexico so there is some potential robbery/extortion issues I suppose. Any other comparative negatives?
Any thoughts you have would be appreciated.
Jim

Upvote 1

Read Answer Asked by James on November 25, 2025

Q: My question is about a TFSA. If I placed the maximum $ 102,000 into a TFSA, and now withdraw all of it , let's say $122,000. Can I replace all the money, or would i be limited by the maximum.

What about if my TFSA didn't do well, and I withdraw all of it say 80,000. , and close the TFSA. How much money could I deposit into new TFSA?

Thank you

Steve

Upvote 12

Read Answer Asked by Steve on November 25, 2025

• Cipher Pharmaceuticals Inc. (CPH $14.42)
  • $14.42 P/E (TTM): 15.87X Cap: $365M
  • View CPH Profile
  • View Questions on CPH
  • View Reports on CPH
• Firan Technology Group Corporation (FTG $19.25)
  • $19.25 P/E (TTM): 44.2X Cap: $484M
  • View FTG Profile
  • View Questions on FTG
  • View Reports on FTG
• Stingray Group Inc. Subordinate Voting Shares (RAY.A)
  • P/E (TTM): 22.49X Cap: $1.14B
  • View RAY.A Profile
  • View Questions on RAY.A
• HIVE Digital Technologies Ltd. (HIVE $2.86)
  • $2.86 Cap: $712M
  • View HIVE Profile
  • View Questions on HIVE
• Zoomd Technologies Ltd. (ZOMD $0.95)
  • $0.95 P/E (TTM): 4.46X Cap: $95M
  • View ZOMD Profile
  • View Questions on ZOMD
• Telesat Corporation Common and Variable Voting Shares (TSAT $45.72)
  • $45.72 Cap: $1.65B
  • View TSAT Profile
  • View Questions on TSAT

Q: Your portfolio manager(s) on the Growth portfolio have been very active lately. I own a lot of the growth but a bunch of new names have come up and I don't have room for all of them

Can you please prioritize of those names listed above which ones offer the best growth over the next 5 years.

Can you please list in order of highest to lowest conviction.

Thanks

Sheldon

Upvote 12

Read Answer Asked by Sheldon on November 25, 2025

• WSP Global Inc. (WSP $222.56)
  • $222.56 P/E (TTM): 30.67X Cap: $30B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• FirstService Corporation (FSV $193.61)
  • $193.61 P/E (TTM): 48.1X Cap: $8.89B
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV
• Thomson Reuters Corporation (TRI $135.35)
  • $135.35 P/E (TTM): 30.98X Cap: $60.19B
  • View TRI Profile
  • View Questions on TRI
• Jacobs Solutions Inc. (J $129.50)
  • $129.50 P/E (TTM): 36.92X Cap: $15.20B
  • View J Profile
  • View Questions on J

Q: Looking at the question by Michael on Jacobs today I see a company having 2026 net revenue growth of 6-10 % but a PE of 54 ! Sure it’s a fine company in a good sector but does it really deserve a PE of 54 ? Other solid companies in Canada with historically high PE ‘s such as TRI , WSP , and FSV etc., seem to be going through a valuation revision downward. The question is will the revised valuation remain or will the premium valuation return ? Your thoughts. Thanks. Derek.

Upvote 4

Read Answer Asked by Derek on November 25, 2025

• HealWELL AI Inc. Class A Subordinate Voting Shares (AIDX $0.90)
  • $0.90 Cap: $278M
  • View AIDX Profile
  • View Questions on AIDX
• Westgold Resources Limited Ordinary shares (WGX $5.92)
  • $5.92 Cap: $5.59B
  • View WGX Profile
  • View Questions on WGX

Q: Hi there, can AIDX be considered dead on arrival now, for its IPO possibility next year?

The share price action has brought it down considerably during this tax loss selling season!

Where do you see support for the shares now?

Do you consider the shares priced fairly here at 1.00?

Current growth and outlook looks good, share price not so much, horrible!

I believe my question on WGX last week has gone MIA...your thoughts on their last quarter please?

Thanks!

Upvote 1

Read Answer Asked by Hussein on November 25, 2025

• Surgery Partners Inc. (SGRY $12.74)
  • $12.74 Cap: $1.72B
  • View SGRY Profile
  • View Questions on SGRY

Q: Have been following this interesting stock for a while now and would love a breakdown of it's merits and outlook and would you recommend a small position?

Upvote 1

Read Answer Asked by Gary on November 25, 2025

Q: AXIA This company is on the NYSE and AMEX. Please provide your comments on the investability of this company.
Thanks

Upvote 1

Read Answer Asked by Sam on November 25, 2025

Q: Is there an ETF that covers the Rockies LNG Partners?

Upvote 1

Read Answer Asked by James on November 25, 2025