Investment Q&A

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $183.50)
  • $183.50 P/E (TTM): 15.67X Cap: $11.40B
  • View CTC.A Profile
  • View Questions on CTC.A
• Element Fleet Management Corp. (EFN $33.19)
  • $33.19 P/E (TTM): 23.54X Cap: $13.29B
  • View EFN Profile
  • View Questions on EFN
  • View Reports on EFN
• Enghouse Systems Limited (ENGH $16.84)
  • $16.84 P/E (TTM): 12.98X Cap: $930M
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH
• TMX Group Limited (X $44.27)
  • $44.27 P/E (TTM): 30.42X Cap: $12.40B
  • View X Profile
  • View Questions on X
  • View Reports on X
• Toromont Industries Ltd. (TIH $203.52)
  • $203.52 P/E (TTM): 33.76X Cap: $16.82B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• TFI International Inc. (TFII $154.00)
  • $154.00 P/E (TTM): 31.38X Cap: $13.56B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Alimentation Couche-Tard Inc. (ATD $82.69)
  • $82.69 P/E (TTM): 22.46X Cap: $77.33B
  • View ATD Profile
  • View Questions on ATD
• goeasy Ltd. (GSY $121.70)
  • $121.70 P/E (TTM): 8.85X Cap: $1.97B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• TerraVest Industries Inc. (TVK $149.70)
  • $149.70 Cap: $3.20B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Propel Holdings Inc. (PRL $23.88)
  • $23.88 P/E (TTM): 11.74X Cap: $963M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: I need to raise some capital. Please advise in what order you would sell these equities. Are there some you would not sell? I am more of a income investor.

Upvote 5

Read Answer Asked by David on September 29, 2025

• BlackSky Technology Inc. Class A (BKSY $21.31)
  • $21.31 Cap: $883M
  • View BKSY Profile
  • View Questions on BKSY
• Galaxy Digital Inc. (GLXY $21.31)
  • $21.31 Cap: $8.32B
  • View GLXY Profile
  • View Questions on GLXY

Q: Which of the two companies are you more bullish on? Mid - Long term hold in a tfsa.

A reason please. Thank you

Upvote 8

Read Answer Asked by Nick on September 29, 2025

• Vitalhub Corp. (VHI $7.96)
  • $7.96 P/E (TTM): 156.67X Cap: $501M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI

Q: Why is VitalHub so weak?

Upvote 6

Read Answer Asked by Kim on September 29, 2025

• Santacruz Silver Mining Ltd. (SCZ $12.95)
  • $12.95 P/E (TTM): 76.6X Cap: $1.11B
  • View SCZ Profile
  • View Questions on SCZ
• Aris Mining Corporation (ARIS $25.64)
  • $25.64 P/E (TTM): 115.25X Cap: $5.11B
  • View ARIS Profile
  • View Questions on ARIS
• ESGold Corp. (ESAU $0.73)
  • $0.73 Cap: $65M
  • View ESAU Profile
  • View Questions on ESAU
• Allied Gold Corporation (AAUC $42.90)
  • $42.90 Cap: $5.29B
  • View AAUC Profile
  • View Questions on AAUC

Q: Hello. What are your top five high risk/high reward junior silver stocks?

What are your top five high risk/high reward junior gold stocks?

Upvote 6

Read Answer Asked by Robert on September 29, 2025

• Constellation Software Inc. (CSU $2,283.50)
  • $2,283.50 P/E (TTM): 55.25X Cap: $47.85B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Open Text Corporation (OTEX $33.40)
  • $33.40 P/E (TTM): 14.51X Cap: $8.30B
  • View OTEX Profile
  • View Questions on OTEX

Q: After a nice gain on OTEX would you see switching some or all to CSU as a good move in a non-taxable account?
Thanks.

Upvote 2

Read Answer Asked by Robert on September 29, 2025

• ATS Corporation (ATS $42.33)
  • $42.33 Cap: $4.22B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS

Q: On Sep 23 there was a question from Patrick regarding ATS and CJT where you express concern on CJT debt level yet you don’t mention the debt level on ATS which is much higher (debt/ebita ratio). Are you not concerned about ATS debt?

Upvote 2

Read Answer Asked by Sandy on September 29, 2025

• Intuit Inc. (INTU $383.43)
  • $383.43 P/E (TTM): 27.43X Cap: $105.56B
  • View INTU Profile
  • View Questions on INTU
• Salesforce Inc. (CRM $185.22)
  • $185.22 P/E (TTM): 25.33X Cap: $172.67B
  • View CRM Profile
  • View Questions on CRM
• Constellation Software Inc. (CSU $2,283.50)
  • $2,283.50 P/E (TTM): 55.25X Cap: $47.85B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $89.08)
  • $89.08 P/E (TTM): 39.04X Cap: $7.65B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• ServiceNow Inc. (NOW $105.46)
  • $105.46 P/E (TTM): 64.04X Cap: $110.78B
  • View NOW Profile
  • View Questions on NOW
• iShares Expanded Tech-Software Sector ETF (IGV $81.00)
  • $81.00 P/E (TTM): 41.52X Cap: $7.74B
  • View IGV Profile
  • View Questions on IGV
• Topicus.com Inc. (TOI $83.75)
  • $83.75 P/E (TTM): 720.22X Cap: $6.95B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $17.77)
  • $17.77 P/E (TTM): 70.94X Cap: $4.64B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: What are your thoughts on how overvalued AI stocks are and what factors we should be concerned about that could cause the bubble to burst?

What are some good ideas for relatively safe stocks and etfs to hedge against a AI and tech weighted portfolio?

Upvote 9

Read Answer Asked by Mark on September 29, 2025

• GE Vernova Inc. (GEV $824.51)
  • $824.51 P/E (TTM): 45.34X Cap: $220.78B
  • View GEV Profile
  • View Questions on GEV

Q: Thoughts on GEV ?
Is there a correlation with AI which will be more and more energy-intensive?Thank You

Upvote 3

Read Answer Asked by francis on September 29, 2025

• Orca Energy Group Inc. (ORC.B $4.35)
  • $4.35 P/E (TTM): 17.53X Cap: $395M
  • View ORC.B Profile
  • View Questions on ORC.B

Q: ORC.B is stated to be trading ex-dividend today but has a TSXV ‘due bills’ clause attached to its $1.00 special dividend. Would you please clarify when exactly the stock trades ex- dividend for its regular 10cent dividend and for its $1.00 special dividend?
Many thanks for your great service.
Geoff

Upvote 1

Read Answer Asked by Geoffrey on September 29, 2025

• kneat.com inc. (KSI $4.05)
  • $4.05 Cap: $390M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Tantalus Systems Holding Inc. (GRID $5.40)
  • $5.40 Cap: $278M
  • View GRID Profile
  • View Questions on GRID

Q: Which for a growth orientated TFSA based on secular theme, current price , and expected growth. Thanks. Derek.

Upvote 8

Read Answer Asked by Derek on September 29, 2025

• Intact Financial Corporation (IFC $259.32)
  • $259.32 P/E (TTM): 19.04X Cap: $46.53B
  • View IFC Profile
  • View Questions on IFC
• Blackline Safety Corp. (BLN $6.19)
  • $6.19 Cap: $537M
  • View BLN Profile
  • View Questions on BLN
• Tantalus Systems Holding Inc. (GRID $5.40)
  • $5.40 Cap: $278M
  • View GRID Profile
  • View Questions on GRID

Q: Somehow i missed the change you made in the Best Stock Ideas section. When did you guys make this change? Was there an announcement? Perhaps, you could consider recording the date change (with previous picks?)

Upvote 3

Read Answer Asked by JR on September 29, 2025

• Constellation Software Inc. (CSU $2,283.50)
  • $2,283.50 P/E (TTM): 55.25X Cap: $47.85B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: 1. About your ”best stock ideas” feature: how often are the ideas refreshed? Is there a specific day in the month that the renewal happens?
2 In view of recent developments, is Constellation Software still a best idea?
Thank you for your excellent service.

Upvote 5

Read Answer Asked by Leonard on September 29, 2025

• Constellation Software Inc. (CSU $2,283.50)
  • $2,283.50 P/E (TTM): 55.25X Cap: $47.85B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Wishing Mark Leonard well in his recovery and the company as it transitions to somewhat new senior management. With the software challenges and change in management have any of the senior management including Mark sold Constellation shares in the last two months?

Upvote 3

Read Answer Asked by Bryan on September 29, 2025

• Sun Life Financial Inc. (SLF $91.30)
  • $91.30 P/E (TTM): 23.48X Cap: $51.21B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares (BNT $65.18)
  • $65.18 P/E (TTM): 6.98X Cap: $20.07B
  • View BNT Profile
  • View Questions on BNT

Q: Which of the above two companies would you prefer to hold for a long term conservative investor?

Upvote 3

Read Answer Asked by Lyle on September 29, 2025

• NextEra Energy Inc. (NEE $91.93)
  • $91.93 P/E (TTM): 29.87X Cap: $193.16B
  • View NEE Profile
  • View Questions on NEE
• Vistra Corp. (VST $170.28)
  • $170.28 P/E (TTM): 63.05X Cap: $58.84B
  • View VST Profile
  • View Questions on VST
• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $58.80)
  • $58.80 Cap: $20.52B
  • View BEPC Profile
  • View Questions on BEPC
• Constellation Energy Corporation (CEG $299.72)
  • $299.72 P/E (TTM): 33.04X Cap: $109.79B
  • View CEG Profile
  • View Questions on CEG
• Solaris Energy Infrastructure Inc. Class A (SEI $53.50)
  • $53.50 P/E (TTM): 88.48X Cap: $3.87B
  • View SEI Profile
  • View Questions on SEI

Q: So if the USA is going to need 5 times the electricty that it is now generating in the near future, what stocks in order would you invest in now. Thanks Again

Upvote 10

Read Answer Asked by eugene on September 29, 2025

• Constellation Software Inc. (CSU $2,283.50)
  • $2,283.50 P/E (TTM): 55.25X Cap: $47.85B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Topicus.com Inc. (TOI $83.75)
  • $83.75 P/E (TTM): 720.22X Cap: $6.95B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $17.77)
  • $17.77 P/E (TTM): 70.94X Cap: $4.64B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: I thought I had a core holding with CSU but it is at the one year bottom. Still worth holding? comments please
Also, comments on LMN and TOI are appreciated.
Deduct many question points please.

Upvote 7

Read Answer Asked by Brenda on September 29, 2025

Q: Hi 5i

A bit curious. I haven't found any questions on BN preferred shares. the dividends look very good.
If you were looking at buying some which series of preferred would be OK with.
I've usually done well with your OK answer.

THx
Gerry

Upvote 7

Read Answer Asked by Gerry on September 29, 2025

• Kinaxis Inc. (KXS $121.99)
  • $121.99 P/E (TTM): 75.34X Cap: $3.43B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Kraken Robotics Inc. (PNG $7.84)
  • $7.84 P/E (TTM): 123.17X Cap: $2.30B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Celestica Inc. (CLS $289.11)
  • $289.11 P/E (TTM): 46.63X Cap: $32.97B
  • View CLS Profile
  • View Questions on CLS
• Galaxy Digital Inc. Class A common stock (GLXY $28.88)
  • $28.88 Cap: $11.36B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: Could you rank the growth of PNG, KXS,CLS,GLXY. Best first to least and would you rank hold/buy?

Thank you for your service!

Upvote 8

Read Answer Asked by Ozzie on September 29, 2025

• Constellation Software Inc. (CSU $2,283.50)
  • $2,283.50 P/E (TTM): 55.25X Cap: $47.85B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: hi. after just reading your latest report on CSU, I am still not sure that I understand their "roll-up" business model vis a vis earnings growth? are they buying up these little niche software companies, and then increasing the prices that their customers have to pay, with no real value add to the customer otherwise? can you describe their model to me ( or us? ) like I was a 5 year old ( to quote Michael Scott from the Office ).
cheers, Chris

Upvote 18

Read Answer Asked by chris on September 29, 2025

• Electrovaya Inc. (ELVA $10.79)
  • $10.79 P/E (TTM): 110.59X Cap: $448M
  • View ELVA Profile
  • View Questions on ELVA

Q: WOW THIS STOCK DOWN 10% IN 1 DAY. ANY PARTICULAR REASON? THANKS

Upvote 2

Read Answer Asked by terrance on September 29, 2025