Investment Q&A

• Costco Wholesale Corporation (COST $855.62)
  • $855.62 P/E (TTM): 61.42X Cap: $379.78B
  • View COST Profile
  • View Questions on COST
• Clorox Company (The) (CLX $98.31)
  • $98.31 P/E (TTM): 15.43X Cap: $11.99B
  • View CLX Profile
  • View Questions on CLX
• Altria Group Inc. (MO $58.07)
  • $58.07 P/E (TTM): 11.08X Cap: $97.48B
  • View MO Profile
  • View Questions on MO
• Procter & Gamble Company (The) (PG $144.46)
  • $144.46 P/E (TTM): 21.09X Cap: $337.56B
  • View PG Profile
  • View Questions on PG
• Williams Companies Inc. (The) (WMB $58.26)
  • $58.26 P/E (TTM): 30.19X Cap: $71.14B
  • View WMB Profile
  • View Questions on WMB
• Walmart Inc. (WMT $114.36)
  • $114.36 Cap: $911.46B
  • View WMT Profile
  • View Questions on WMT

Q: Can you give the names of 10 quality stocks in defensive sectors please.
Thanks.

Upvote 16

Read Answer Asked by Rob on November 06, 2025

• Kinaxis Inc. (KXS $176.95)
  • $176.95 P/E (TTM): 106.13X Cap: $4.96B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Which stock would you replace KXS for in the same sector? CND or USD. I already have SHOP, LMN, DSG, NVDA?

Thankyou for your service!

Upvote 4

Read Answer Asked by Ozzie on November 06, 2025

• goeasy Ltd. (GSY $131.71)
  • $131.71 P/E (TTM): 9.59X Cap: $2.11B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: After latest earnings, would GSY still make your list of top Canadian growth stocks? Thanks.

Upvote 10

Read Answer Asked by Martin on November 06, 2025

• Kraken Robotics Inc. (PNG $6.06)
  • $6.06 P/E (TTM): 101.0X Cap: $1.85B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG

Q: PNG has been weak the past number of days. Do you feel its profit taking or is there any news? Do you still rate it as a top growth pick?

Upvote 11

Read Answer Asked on November 06, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $62.47)
  • $62.47 P/E (TTM): 90.68X Cap: $140.26B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.02)
  • $72.02 P/E (TTM): 32.47X Cap: $116B
  • View BAM Profile
  • View Questions on BAM

Q: When is a good time to buy both Bam & BN,and good entry prices? Thx for U ueual great services & views

Upvote 7

Read Answer Asked by Peter on November 06, 2025

• goeasy Ltd. (GSY $131.71)
  • $131.71 P/E (TTM): 9.59X Cap: $2.11B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Propel Holdings Inc. (PRL $25.60)
  • $25.60 P/E (TTM): 11.83X Cap: $1B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Hi Peter,

Where would you prioritize (weight too) these companies in terms of your portfolio holdings in the financial sector? Do the banks and Insurance companies provide better growth within the TFSA? Or for that matter, do they deserve to be in a TFSA portfolio?
If so, between the two which is the preferred one?
Regards
Rajiv

Upvote 6

Read Answer Asked by Rajiv on November 06, 2025

• Bank of Nova Scotia (The) (BNS $100.12)
  • $100.12 P/E (TTM): 24.6X Cap: $124.30B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Enbridge Inc. (ENB $64.30)
  • $64.30 P/E (TTM): 24.59X Cap: $140.25B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Dream Industrial Real Estate Investment Trust (DIR.UN $12.61)
  • $12.61 P/E (TTM): 29.33X Cap: $3.70B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Looking to add to an RIF account - considering ENB, BNS, DIR.

Your advice?

Upvote 4

Read Answer Asked by Valerie on November 06, 2025

• Sun Life Financial Inc. (SLF $84.86)
  • $84.86 P/E (TTM): 21.21X Cap: $47.30B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF

Q: Hi,

Happy to hear your thoughts on SLF earnings miss. Also - any ideas why the US market is dropping so hard today? Is this just a matter of filling the recent run away gaps with profit taking, or something more worrisome and longer term?
Thanks!
D

Upvote 6

Read Answer Asked by Dawn on November 06, 2025

• Celestica Inc. (CLS $407.37)
  • $407.37 P/E (TTM): 49.03X Cap: $46.86B
  • View CLS Profile
  • View Questions on CLS
• Vertiv Holdings LLC Class A (VRT $159.82)
  • $159.82 P/E (TTM): 60.31X Cap: $61.10B
  • View VRT Profile
  • View Questions on VRT

Q: Hello,
I currently hold VRT and no CLS. Are they different enough to hold both or is one OK? Thanks for your great service!

Upvote 7

Read Answer Asked by jeff on November 06, 2025

• Royal Bank of Canada (RY $232.71)
  • $232.71 P/E (TTM): 16.14X Cap: $325.84B
  • View RY Profile
  • View Questions on RY

Q: What is your outlook for RY in terms of increased stock price for the next 5 years? Thank you!

Upvote 3

Read Answer Asked by Judith on November 06, 2025

• Flutter Entertainment Plc (FLUT $222.11)
  • $222.11 Cap: $38.86B
  • View FLUT Profile
  • View Questions on FLUT

Q: Flutter's price has dropped about $100 US$ since it initiated its 5 billion share buyback program. What do you see the price movement of the stock over the next one to three years? Many thanks.

Upvote 3

Read Answer Asked by Patricia on November 06, 2025

• Adobe Inc. (ADBE $355.86)
  • $355.86 P/E (TTM): 21.3X Cap: $148.96B
  • View ADBE Profile
  • View Questions on ADBE
• Procter & Gamble Company (The) (PG $144.46)
  • $144.46 P/E (TTM): 21.09X Cap: $337.56B
  • View PG Profile
  • View Questions on PG
• Philip Morris International Inc (PM $156.84)
  • $156.84 P/E (TTM): 28.36X Cap: $244.14B
  • View PM Profile
  • View Questions on PM
• Canadian National Railway Company (CNR $135.49)
  • $135.49 P/E (TTM): 18.38X Cap: $83.39B
  • View CNR Profile
  • View Questions on CNR
• Methanex Corporation (MX $53.97)
  • $53.97 P/E (TTM): 13.28X Cap: $4.17B
  • View MX Profile
  • View Questions on MX
• TMX Group Limited (X $52.08)
  • $52.08 P/E (TTM): 31.56X Cap: $14.48B
  • View X Profile
  • View Questions on X
  • View Reports on X
• Thomson Reuters Corp (TRI $131.63)
  • $131.63 P/E (TTM): 33.96X Cap: $58.76B
  • View TRI Profile
  • View Questions on TRI
• Boyd Group Services Inc. (BYD $221.56)
  • $221.56 P/E (TTM): 217.3X Cap: $6.16B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD
• MDA Space Ltd. (MDA $25.82)
  • $25.82 P/E (TTM): 30.38X Cap: $3.26B
  • View MDA Profile
  • View Questions on MDA
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.02)
  • $72.02 P/E (TTM): 32.47X Cap: $116B
  • View BAM Profile
  • View Questions on BAM

Q: I half positions in the ten stocks listed and I am down 12%+ in all of them. Please rank them in terms of best candidate(s) to increase to a full position now vs waiting. Also advise if the lowest ranked should just be exited altogether

Upvote 7

Read Answer Asked by Chris on November 06, 2025

• Soleno Therapeutics Inc. (SLNO $47.85)
  • $47.85 Cap: $2.64B
  • View SLNO Profile
  • View Questions on SLNO
• Propel Holdings Inc. (PRL $25.60)
  • $25.60 P/E (TTM): 11.83X Cap: $1B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Both down a lot would you buy or sell

Upvote 3

Read Answer Asked by hal on November 06, 2025

• Keyera Corp. (KEY $43.27)
  • $43.27 P/E (TTM): 32.53X Cap: $9.92B
  • View KEY Profile
  • View Questions on KEY
• Gibson Energy Inc. (GEI $25.31)
  • $25.31 P/E (TTM): 27.51X Cap: $4.14B
  • View GEI Profile
  • View Questions on GEI

Q: Which one would you prefer? Strictly for dividend in RIF. I have TRP and ENB in RIFs as well. Thanx for your advice - Tom

Upvote 1

Read Answer Asked by Tom on November 06, 2025

• Cargojet Inc. Common and Variable Voting Shares (CJT $83.74)
  • $83.74 P/E (TTM): 11.12X Cap: $1.26B
  • View CJT Profile
  • View Questions on CJT

Q: What's your take on cargo jet and do you believe the dividend is sustainable?

Upvote 3

Read Answer Asked by steven on November 06, 2025

• Axon Enterprise Inc. (AXON $594.20)
  • $594.20 P/E (TTM): 188.4X Cap: $46.88B
  • View AXON Profile
  • View Questions on AXON

Q: Recently we trimmed NVDA and bought a small amount of AXON at just under $800. In your opinion is the recent drop in price an opportunity to 'buy the dip' or 'wait for it to settle'?

Upvote 8

Read Answer Asked by J on November 06, 2025

• Kinaxis Inc. (KXS $176.95)
  • $176.95 P/E (TTM): 106.13X Cap: $4.96B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Worth holding? What are your current thoughts? Growth outlook/valuation etc?

Upvote 2

Read Answer Asked by Max on November 06, 2025

• Canada Packers Inc. (CPKR $15.44)
  • $15.44 Cap: $459M
  • View CPKR Profile
  • View Questions on CPKR

Q: They issued their first q results as a public company. The dividend was set at 92 cents (23 cents per q)(5.8% yield) for the year.I believe they beat on EBITDA and earnings. Very little debt. The stock seems undervalued and looks like a nice long-term hold. It is only covered by 2 brokers, but more were on the conference call.
Your thoughts please.

Upvote 5

Read Answer Asked by Murray on November 06, 2025

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $42.94)
  • $42.94 P/E (TTM): 23.36X Cap: $7.70B
  • View VIU Profile
  • View Questions on VIU
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $44.81)
  • $44.81 P/E (TTM): 7.49X Cap: $3.16B
  • View VEE Profile
  • View Questions on VEE
• Vanguard Total International Stock (VXUS $74.67)
  • $74.67 P/E (TTM): 10.21X Cap: $106.18B
  • View VXUS Profile
  • View Questions on VXUS
• Invesco S&P International Developed Momentum ETF (IDMO $56.72)
  • $56.72 P/E (TTM): 25.74X Cap: $2.28B
  • View IDMO Profile
  • View Questions on IDMO

Q: I don’t have any international ETF. Can you please suggest 2 to 3 ETF

If you need to buy one ETF which one would you recommend to buy.

Thanks for your excellent service

Upvote 6

Read Answer Asked by Hector on November 06, 2025

Q: Is MAXQ still the proverbial lottery ticket? Up from 4 cents to 22.5 cents but won’t take much bad news to return to its starting point. Is MDA buying shares and is there a business launching satellites from Cape Breton? Any thoughts you have would be appreciated. Oh I don’t think MAXQ appears to be in your data base
Jim

Upvote 3

Read Answer Asked by James on November 06, 2025