Investment Q&A

• Alphabet Inc. (GOOG $301.47)
  • $301.47 P/E (TTM): 27.59X Cap: $3.61T
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• United Rentals Inc. (URI $803.11)
  • $803.11 P/E (TTM): 20.97X Cap: $51B
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• Axon Enterprise Inc. (AXON $551.29)
  • $551.29 P/E (TTM): 380.14X Cap: $46.14B
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• CECO Environmental Corp. (CECO $50.88)
  • $50.88 P/E (TTM): 38.63X Cap: $1.87B
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• EnerSys (ENS $158.33)
  • $158.33 P/E (TTM): 19.22X Cap: $5.71B
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• RTX Corporation (RTX $209.37)
  • $209.37 P/E (TTM): 42.29X Cap: $281.55B
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• Karman Holdings Inc. (KRMN $105.59)
  • $105.59 P/E (TTM): 1436.29X Cap: $13.30B
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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 $82.81)
  • $82.81 P/E (TTM): 22.78X Cap: $19.41B
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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 $0.73)
  • $0.73 Cap: $55M
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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 $44.79)
  • $44.79 Cap: $5.55B
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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 $74.18)
  • $74.18 P/E (TTM): 23.91X Cap: $46.90B
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• Philip Morris International Inc (PM $171.60)
  • $171.60 P/E (TTM): 23.41X Cap: $264.60B
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• Loblaw Companies Limited (L $63.02)
  • $63.02 P/E (TTM): 11.89X Cap: $73.19B
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• North West Company Inc. (The) (NWC $54.82)
  • $54.82 P/E (TTM): 18.74X Cap: $2.61B
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• Premium Brands Holdings Corporation (PBH $97.69)
  • $97.69 P/E (TTM): 67.29X Cap: $4.41B
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• British American Tobacco p.l.c. (BTI $57.88)
  • $57.88 P/E (TTM): 31.49X Cap: $125.30B
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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 $301.47)
  • $301.47 P/E (TTM): 27.59X Cap: $3.61T
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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 $50.88)
  • $50.88 P/E (TTM): 38.63X Cap: $1.87B
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• Genius Sports Limited (GENI $5.30)
  • $5.30 Cap: $1.29B
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• Cellebrite DI Ltd. (CLBT $14.79)
  • $14.79 Cap: $3.81B
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• BlackSky Technology Inc. Class A (BKSY $24.07)
  • $24.07 Cap: $983M
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• Sportradar Group AG (SRAD $18.49)
  • $18.49 Cap: $5.55B
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• Karman Holdings Inc. (KRMN $105.59)
  • $105.59 P/E (TTM): 1436.29X Cap: $13.30B
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• Limbach Holdings Inc. (LMB $82.24)
  • $82.24 P/E (TTM): 25.34X Cap: $958M
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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 $703.97)
  • $703.97 P/E (TTM): 25.01X Cap: $31.43B
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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 $3.50)
  • $3.50 Cap: $110M
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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 $34.53)
  • $34.53 P/E (TTM): 31.03X Cap: $46.06B
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• Restaurant Brands International Inc. (QSR $99.15)
  • $99.15 P/E (TTM): 31.62X Cap: $45.76B
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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 $51.98)
  • $51.98 P/E (TTM): 26.38X Cap: $4.60B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $43.95)
  • $43.95 P/E (TTM): 1.18X Cap: $8.88B
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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 $301.47)
  • $301.47 P/E (TTM): 27.59X Cap: $3.61T
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• United Rentals Inc. (URI $803.11)
  • $803.11 P/E (TTM): 20.97X Cap: $51B
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• Monolithic Power Systems Inc. (MPWR $1,035.42)
  • $1,035.42 P/E (TTM): 79.62X Cap: $50.25B
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• Axon Enterprise Inc. (AXON $551.29)
  • $551.29 P/E (TTM): 380.14X Cap: $46.14B
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• CECO Environmental Corp. (CECO $50.88)
  • $50.88 P/E (TTM): 38.63X Cap: $1.87B
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• EnerSys (ENS $158.33)
  • $158.33 P/E (TTM): 19.22X Cap: $5.71B
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• Applovin Corporation (APP $509.87)
  • $509.87 P/E (TTM): 25.74X Cap: $169.36B
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• Nebius Group N.V. (NBIS $92.20)
  • $92.20 Cap: $21.27B
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• Karman Holdings Inc. (KRMN $105.59)
  • $105.59 P/E (TTM): 1436.29X Cap: $13.30B
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• Ouster Inc. (OUST $19.95)
  • $19.95 Cap: $1.27B
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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 42

Read Answer Asked by Nick on November 03, 2025

• Coveo Solutions Inc. Subordinate voting shares (CVO $4.98)
  • $4.98 Cap: $483M
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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 $60.94)
  • $60.94 Cap: $33.74B
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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 $555.55)
  • $555.55 P/E (TTM): 79.44X Cap: $80.82B
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• Miscellaneous (MISC)
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• HIVE Digital Technologies Ltd. (HIVE $2.76)
  • $2.76 Cap: $697M
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• Hut 8 Corp. (HUT $64.88)
  • $64.88 Cap: $7.04B
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• Horizons Blockchain Technology & Hardware Index ETF (BKCH)
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• Powell Industries Inc. (POWL $505.20)
  • $505.20 P/E (TTM): 31.41X Cap: $6.20B
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• nVent Electric plc (NVT $106.70)
  • $106.70 P/E (TTM): 15.19X Cap: $17.14B
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• Bitfarms Ltd. (BITF $2.81)
  • $2.81 Cap: $1.66B
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• Vertiv Holdings LLC Class A (VRT $261.73)
  • $261.73 P/E (TTM): 70.9X Cap: $92.50B
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• Riot Platforms Inc. (RIOT $14.37)
  • $14.37 Cap: $5.37B
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• IREN Limited (IREN $37.61)
  • $37.61 P/E (TTM): 65.54X Cap: $12.19B
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• Core Scientific Inc. (CORZ $14.85)
  • $14.85 Cap: $4.68B
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• Applied Digital Corp. (APLD $26.30)
  • $26.30 Cap: $7.02B
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• iShares Blockchain and Tech ETF (IBLC $39.23)
  • $39.23 P/E (TTM): 31.82X Cap: $72M
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• Nebius Group N.V. (NBIS $92.20)
  • $92.20 Cap: $21.27B
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• WhiteFiber Inc. (WYFI $15.38)
  • $15.38 Cap: $593M
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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 21

Read Answer Asked by kim on October 31, 2025

• Aecon Group Inc. (ARE $40.36)
  • $40.36 P/E (TTM): 404.1X Cap: $2.58B
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• MDA Space Ltd. (MDA $41.48)
  • $41.48 P/E (TTM): 48.13X Cap: $5.10B
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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 $27.76)
  • $27.76 P/E (TTM): 37.18X Cap: $2.51B
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• Lumine Group Inc. (LMN $26.14)
  • $26.14 P/E (TTM): 103.9X Cap: $6.87B
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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