Investment Q&A

• Loblaw Companies Limited (L $55.74)
  • $55.74 P/E (TTM): 6.89X Cap: $66.26B
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• Dollarama Inc. (DOL $182.31)
  • $182.31 P/E (TTM): 40.33X Cap: $50.38B
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• Metro Inc. (MRU $93.49)
  • $93.49 P/E (TTM): 20.24X Cap: $20.33B
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• North West Company Inc. (The) (NWC $45.50)
  • $45.50 P/E (TTM): 16.08X Cap: $2.16B
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• Alimentation Couche-Tard Inc. (ATD $71.28)
  • $71.28 P/E (TTM): 18.77X Cap: $67.04B
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• Caseys General Stores Inc. (CASY $513.19)
  • $513.19 P/E (TTM): 32.9X Cap: $19.08B
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Q: ATD has not really done much for some time now. What stock would you recommend to replace it at this time.

Upvote 9

Read Answer Asked by shirley on September 09, 2025

• ISHARES BITCOIN TR (IBIT $62.30)
  • $62.30 Cap: $88.35B
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Q: Owning crypto ETF’s vs actual coins: If Bitcoin, for example, goes to $200,000 from its current level would we expect the same Percentage increase in the value of a bitcoin etf?

Thanks.

Upvote 4

Read Answer Asked by Donald on September 09, 2025

• North West Company Inc. (The) (NWC $45.50)
  • $45.50 P/E (TTM): 16.08X Cap: $2.16B
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• Russel Metals Inc. (RUS $43.41)
  • $43.41 P/E (TTM): 15.11X Cap: $2.43B
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Q: Looking to add one of the above for a 2 to 3 year hold and would like your analysis,outlook , recommendation and entry price for each. Thanx.

Upvote 4

Read Answer Asked by Steve on September 09, 2025

• Astera Labs Inc. (ALAB $186.68)
  • $186.68 P/E (TTM): 113.14X Cap: $31.02B
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Q: Astera Labs has been running nicely. Your thoughts on the near term, take profits or let it run?

Upvote 3

Read Answer Asked by Shelley on September 09, 2025

• Zedcor Inc. (ZDC $6.97)
  • $6.97 P/E (TTM): 410.0X Cap: $733M
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• Galaxy Digital Inc. Class A common stock (GLXY $49.08)
  • $49.08 Cap: $18.46B
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• ADF Group Inc. Subordinate Voting Shares (DRX $7.19)
  • $7.19 P/E (TTM): 6.04X Cap: $202M
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• Propel Holdings Inc. (PRL $25.52)
  • $25.52 P/E (TTM): 12.22X Cap: $995M
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Q: I currently hold ADF Group and Propel holdings in my TFSA. I am considering selling these and adding to Galaxy Digital and Zedcor, which I have very small positions in. The objective would be better growth. I would appreciate your comments.

Upvote 5

Read Answer Asked by Richard on September 09, 2025

• Construction Partners Inc. (ROAD $114.35)
  • $114.35 P/E (TTM): 84.08X Cap: $6.41B
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• Shift4 Payments Inc. Class A (FOUR $69.10)
  • $69.10 P/E (TTM): 33.22X Cap: $6.11B
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• AppFolio Inc. (APPF $254.43)
  • $254.43 P/E (TTM): 45.68X Cap: $9.13B
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Q: Hello, you have recommended all of these in the past. Given the current valuations, what would you suggest as current entry prices, and why? Especially with a focus on ROAD if you could. Thank you!

Upvote 6

Read Answer Asked by GeeMac on September 09, 2025

• Thomson Reuters Corporation (TRI $214.84)
  • $214.84 P/E (TTM): 42.46X Cap: $96.82B
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Q: I have held TRI for many years. Its share price is up over 700%. since I have owned it. I was wondering, given its recent price decline, whether you think its day has come and gone or if you think it still has future growth.

Many thanks for your imput.

Upvote 10

Read Answer Asked by John on September 09, 2025

• Nebius Group N.V. (NBIS $130.82)
  • $130.82 Cap: $31.14B
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• CoreWeave Inc. (CRWV $133.71)
  • $133.71 Cap: $65.32B
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Q: Wow….up $30 this morning on $17 billion contract with Microsoft. Can it surpass Coreweave? How far can this baby go up.
And thank you! Nebius is paying for a winter vacation!

Upvote 16

Read Answer Asked by Helen on September 09, 2025

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $60.17)
  • $60.17 P/E (TTM): 24.24X Cap: $29.50B
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Q: Thoughts on merger with Anglo American please. Do i sell into this strength for teck, noting they are minority owners?

Thank you

Upvote 4

Read Answer Asked by Brad on September 09, 2025

• Information Services Corporation Class A Limited Voting Shares (ISC $37.11)
  • $37.11 P/E (TTM): 29.93X Cap: $687M
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Q: ISC catching a bid today after announcing a strategic review, based on it still appearing relatively cheap and a theoretical exercise only, what would be a reasonable potential takeout price?

Upvote 1

Read Answer Asked by Art on September 09, 2025

Q: Peter;
How does gold react in a stagflation environment? Thanks.
Rod

Upvote 6

Read Answer Asked by Rodney on September 09, 2025

Q: USA listed companies purchased in CAD.

Is there any merit (or is it even possible) to transfer these stocks to the US side of the ledger?

Thanks,

Upvote 5

Read Answer Asked by Donald on September 09, 2025

• Zedcor Inc. (ZDC $6.97)
  • $6.97 P/E (TTM): 410.0X Cap: $733M
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Q: Zedcore (ZDC) has a share price of just over $4. So, one may have to buy a lot of shares to hold a decent sized position. Is there a maximum number of shares you would hold? Or should one focus on the dollar size of the position only? Thanks.

Upvote 9

Read Answer Asked by Kim on September 09, 2025

• iShares Global Agriculture Index ETF (COW $63.82)
  • $63.82 Cap: $229M
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Q: Good afternoon,

I am looking for an etf that focuses on the livestock or agriculture sector with companies all over the world. Do you have any recommendations?

Thanks as always

Upvote 2

Read Answer Asked by Aidan on September 09, 2025

• Lundin Mining Corporation (LUN $22.56)
  • $22.56 Cap: $19.31B
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Q: It's at a 30 year high it seems like, it is hitting the upward end of analysts price targets and there is recent insider selling by the CFO. Should I just take my profits and buy lower? or is there a better stock to buy in the sector? And if there is what's a good price to get in on your "better stock"?

Thank you

Upvote 5

Read Answer Asked by James on September 09, 2025

• Condor Energies Inc. (CDR $1.65)
  • $1.65 Cap: $112M
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Q: Can you comment on Condor Energies (CDR) and the recent insider buying. Is it an interesting company? or should I take a pass?

Upvote 1

Read Answer Asked by James on September 09, 2025

• Select STOXX Europe Aerospace & Defense ETF (EUAD $44.36)
  • $44.36 P/E (TTM): 179.88X Cap: $1.18B
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Q: With the Canadian government planning to spend more on defense, which are the top Canadian and European companies that would benefit.

Upvote 1

Read Answer Asked by Chant on September 09, 2025

• DoorDash Inc. (DASH $254.37)
  • $254.37 P/E (TTM): 139.76X Cap: $108.66B
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Q: Thoughts on Door Dash? Would you consider it a buy at the moment?

Upvote 2

Read Answer Asked by Patricia on September 09, 2025

• FirstService Corporation (FSV $223.26)
  • $223.26 P/E (TTM): 51.06X Cap: $10.16B
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Q: Seeking your view on FSV valuation and momentum prospects for next 18 to 36 months.

Upvote 7

Read Answer Asked by William Ross on September 09, 2025

• Amrize Ltd (AMRZ $51.84)
  • $51.84 P/E (TTM): 26.05X Cap: $28.67B
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Q: what is your assessment of this company thanks Richard

Upvote 1

Read Answer Asked by richard on September 09, 2025