Investment Q&A

• Constellation Software Inc. (CSU $2,405.39)
  • $2,405.39 P/E (TTM): 52.94X Cap: $50.37B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Topicus.com Inc. (TOI $87.80)
  • $87.80 P/E (TTM): 696.2X Cap: $7.35B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $18.63)
  • $18.63 P/E (TTM): 70.17X Cap: $4.69B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: How exposed are csu, Toi and lmn to Tarriffs? Or is it to their advantage and they will pick companies at good discounts? Thanks.

Shyam

Upvote 11

Read Answer Asked by Shyam on March 26, 2025

• GameStop Corporation (GME $23.77)
  • $23.77 P/E (TTM): 26.13X Cap: $10.69B
  • View GME Profile
  • View Questions on GME
• Strategy Inc (MSTR $125.91)
  • $125.91 P/E (TTM): 6.11X Cap: $35.97B
  • View MSTR Profile
  • View Questions on MSTR

Q: Thoughts on earnings and the announcement saying they've updated their investment policy to add bitcoin as a treasury reserve asset?

GameStop also redesigned their investor relations website which is now strikingly similar to Berkshire Hathaway's website. Do you think this is indicative of GameStop pivoting to being a holding company similar to Berkshire? They have a lot of cash.

Upvote 3

Read Answer Asked by Marco on March 26, 2025

• Nvidia CDR (CAD Hedged) (NVDA $42.05)
  • $42.05 P/E (TTM): 62.91X Cap: $6.12T
  • View NVDA Profile
  • View Questions on NVDA

Q: I have 200 shares of NVDA at an Average Cost of $30/US. AS it drops does it make sense to buy more? Would your answer apply to ANY stock?
Thanks!

Upvote 5

Read Answer Asked by Austin on March 26, 2025

• Broadcom Inc. (AVGO $335.38)
  • $335.38 P/E (TTM): 70.01X Cap: $1.58T
  • View AVGO Profile
  • View Questions on AVGO
• Intuitive Surgical Inc. (ISRG $498.54)
  • $498.54 P/E (TTM): 62.69X Cap: $177.83B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $186.21)
  • $186.21 P/E (TTM): 45.9X Cap: $4.56T
  • View NVDA Profile
  • View Questions on NVDA
• Salesforce Inc. (CRM $185.10)
  • $185.10 P/E (TTM): 24.6X Cap: $175.95B
  • View CRM Profile
  • View Questions on CRM
• Rockwell Automation Inc. (ROK $394.81)
  • $394.81 P/E (TTM): 44.45X Cap: $44.54B
  • View ROK Profile
  • View Questions on ROK
• Tesla Inc. (TSLA $409.46)
  • $409.46 P/E (TTM): 380.21X Cap: $1.54T
  • View TSLA Profile
  • View Questions on TSLA
• ServiceNow Inc. (NOW $106.63)
  • $106.63 P/E (TTM): 63.34X Cap: $112.76B
  • View NOW Profile
  • View Questions on NOW
• MongoDB Inc. (MDB $354.47)
  • $354.47 Cap: $29.55B
  • View MDB Profile
  • View Questions on MDB
• ASML Holding N.V. (ASML $1,447.23)
  • $1,447.23 P/E (TTM): 62.14X Cap: $577.62B
  • View ASML Profile
  • View Questions on ASML
• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $358.37)
  • $358.37 P/E (TTM): 51.14X Cap: $1.87T
  • View TSM Profile
  • View Questions on TSM
• Palantir Technologies Inc. (PLTR $133.22)
  • $133.22 P/E (TTM): 316.71X Cap: $323.64B
  • View PLTR Profile
  • View Questions on PLTR
• Snowflake Inc. (SNOW $177.24)
  • $177.24 Cap: $60.25B
  • View SNOW Profile
  • View Questions on SNOW

Q: Good evening,

I am wondering if you have any possible suggestions regarding companies that focus predominately in the application layer or operate full-stack models of AI.

The reason why I am asking this is because of an article entitled: "AI's revolution is just beginning" in Sunday's Globe and Mail. Sadly, there are a few parts that I don't fully comprehend which unfortunately prevents me from investigating more fully. A starting point would be great!

Take a peek to the article as it draws parallels to the dot com/internet crash of the 2000s.

Any ideas would be greatly appreciated so I may begin to investigate.

Conversely, state any points you think should be taken with a grain of salt!

Thanks!
Arturo

Upvote 17

Read Answer Asked by Arturo on March 26, 2025

• Volatus Aerospace Inc. (FLT $0.63)
  • $0.63 Cap: $39M
  • View FLT Profile
  • View Questions on FLT

Q: What are the prospects for future growth? Thanks.

Upvote 1

Read Answer Asked by Michael on March 26, 2025

• Banco Santander S.A. Sponsored ADR (Spain) (SAN $12.32)
  • $12.32 P/E (TTM): 15.95X Cap: $210.10B
  • View SAN Profile
  • View Questions on SAN

Q: Peter and His Wonder Team
I know this bank is out of your territory. However I would appreciate your opinion. I know it has done well in the last year but am wondering what are the odds that it may go higher. I have owned it for a long time. Not sure if I should lock in a profit or take the risk that it will go higher. Thanks...your opinion is always sobering!

Upvote 3

Read Answer Asked by Ernest on March 26, 2025

• Vanguard U.S. Dividend Appreciation Index ETF (VGG $105.50)
  • $105.50 Cap: $2.34B
  • View VGG Profile
  • View Questions on VGG

Q: Is there any withholding tax on an ETF like VGG in a TFSA when you sell it?

Upvote 3

Read Answer Asked by Martin on March 26, 2025

• BMO Floating Rate High Yield ETF (ZFH $15.11)
  • $15.11 Cap: $227M
  • View ZFH Profile
  • View Questions on ZFH

Q: Your thoughts on ZFH.

Thanks

Upvote 5

Read Answer Asked by Mark on March 26, 2025

Q: Hi Guys,

Thanks for answering my question today re 10 stocks for a 3 to 5 year hold. Just wanted to know what percentage would these 10 stocks hold within the portfolio?

Thanks

Jim

Upvote 7

Read Answer Asked by jim on March 26, 2025

• Zoomd Technologies Ltd. (ZOMD $0.97)
  • $0.97 P/E (TTM): 4.12X Cap: $91M
  • View ZOMD Profile
  • View Questions on ZOMD

Q: Could you comment on results?

Upvote 2

Read Answer Asked by tom on March 26, 2025

• iShares MSCI India ETF (INDA $52.26)
  • $52.26 P/E (TTM): 44.02X Cap: $9.43B
  • View INDA Profile
  • View Questions on INDA
• HDFC Bank Limited (HDB $32.69)
  • $32.69 P/E (TTM): 33.86X Cap: $170.68B
  • View HDB Profile
  • View Questions on HDB

Q: Hi I am trying to diversify more,would like to look at India like the best bank,do you have any thoughts?

Upvote 1

Read Answer Asked by kevin on March 26, 2025

• Silvercorp Metals Inc. (SVM $14.92)
  • $14.92 P/E (TTM): 87.28X Cap: $3.28B
  • View SVM Profile
  • View Questions on SVM
• Fortuna Mining Corp. (FVI $14.86)
  • $14.86 P/E (TTM): 14.43X Cap: $4.33B
  • View FVI Profile
  • View Questions on FVI

Q: Are there any 'undervalued' silver stocks?Thanks.

Upvote 3

Read Answer Asked by Maurice on March 26, 2025

• BMO Monthly Income ETF (ZMI $19.27)
  • $19.27 P/E (TTM): 16.68X Cap: $215M
  • View ZMI Profile
  • View Questions on ZMI

Q: How safe is this ETF for monthly income. Been holding for a bit.

Upvote 3

Read Answer Asked by David M. on March 26, 2025

• Townsquare Media Inc. Class A (TSQ $6.57)
  • $6.57 P/E (TTM): 3.79X Cap: $109M
  • View TSQ Profile
  • View Questions on TSQ

Q: Is radio truly dead or does this firm's excellent dividend, dividend to cash flow ratio and other qualities make it worth a look?

Upvote 1

Read Answer Asked by David on March 26, 2025

• Lockheed Martin Corporation (LMT $662.56)
  • $662.56 P/E (TTM): 30.23X Cap: $149.50B
  • View LMT Profile
  • View Questions on LMT
• Northrop Grumman Corporation (NOC $732.31)
  • $732.31 P/E (TTM): 24.11X Cap: $102.86B
  • View NOC Profile
  • View Questions on NOC
• iShares U.S. Aerospace & Defense ETF (ITA $241.66)
  • $241.66 P/E (TTM): 20.16X Cap: $15.63B
  • View ITA Profile
  • View Questions on ITA
• RTX Corporation (RTX $203.67)
  • $203.67 P/E (TTM): 41.03X Cap: $274.91B
  • View RTX Profile
  • View Questions on RTX
• Select STOXX Europe Aerospace & Defense ETF (EUAD $47.08)
  • $47.08 P/E (TTM): 207.44X Cap: $1.46B
  • View EUAD Profile
  • View Questions on EUAD

Q: Given the increasing focus on defence spending both in North America and Europe, do you have some conviction stocks (accessible to a Canadian retail investor) that will likely benefit from this trend?

Upvote 5

Read Answer Asked by JAMES on March 26, 2025

• BCE Inc. (BCE $35.02)
  • $35.02 P/E (TTM): 5.29X Cap: $32.82B
  • View BCE Profile
  • View Questions on BCE

Q: If I have a drip set-up, is there a reason why the reinvestment did not occur in January?

Upvote 2

Read Answer Asked by David on March 26, 2025

• Lincoln National Corporation (LNC $39.78)
  • $39.78 P/E (TTM): 3.72X Cap: $7.94B
  • View LNC Profile
  • View Questions on LNC
• Pfizer Inc. (PFE $26.74)
  • $26.74 P/E (TTM): 15.91X Cap: $155.61B
  • View PFE Profile
  • View Questions on PFE
• Annaly Capital Management Inc. (NLY $22.95)
  • $22.95 P/E (TTM): 8.3X Cap: $16.50B
  • View NLY Profile
  • View Questions on NLY
• CareTrust REIT Inc. (CTRE $40.16)
  • $40.16 P/E (TTM): 30.46X Cap: $8.93B
  • View CTRE Profile
  • View Questions on CTRE
• Janus Henderson Group plc (JHG $49.13)
  • $49.13 P/E (TTM): 14.52X Cap: $7.57B
  • View JHG Profile
  • View Questions on JHG
• Chord Energy Corporation (CHRD $103.65)
  • $103.65 P/E (TTM): 37.1X Cap: $5.80B
  • View CHRD Profile
  • View Questions on CHRD

Q: can you recommend 3-4 US companies with at east a 4% yield and good growth (at least 20%), in sales and earnings, expected for at east the next few years

Upvote 1

Read Answer Asked by arnold on March 26, 2025

• TerraVest Industries Inc. (TVK $152.56)
  • $152.56 Cap: $3.25B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK

Q: Hovering around high $140s and into $150s, what would be a good entry for Terravest? thank you

Upvote 5

Read Answer Asked by Erika on March 26, 2025

• Cantaloupe Inc. (CTLP $10.29)
  • $10.29 P/E (TTM): 13.66X Cap: $740M
  • View CTLP Profile
  • View Questions on CTLP

Q: HI folks, can please get update on Ctlp (Cantaloupe) on Q2/25 earnings, guidance and any specifics on selloff.....in $7's....rate Buy/Hold/Sell....thanks as always, jb

Upvote 2

Read Answer Asked by John on March 25, 2025

• TELUS Corporation (T $18.52)
  • $18.52 P/E (TTM): 24.18X Cap: $29B
  • View T Profile
  • View Questions on T

Q: Is Telus buyable today and what would be a good entry price?

Thanks.

Upvote 5

Read Answer Asked by Lynda on March 25, 2025