Investment Q&A

Q: In response to a request to rank 14 prescribed stocks, you ranked KSI at the top of the list just behind SHOP, and both KSI and VHi ahead of LMN. Knowing your positive view of LMN, I would appreciate your rationale for rating the two health services stocks so highly. Was it the 3-4 year timeframe?

Thank you,

Upvote 6

Read Answer Asked by John on September 29, 2025

• Constellation Software Inc. (CSU $3,712.73)
  • $3,712.73 P/E (TTM): 90.38X Cap: $77.56B
  • View CSU Profile
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Q: 1. Could you please provide the link to the blog you recently wrote about CSU.
2. Looking at historical data, CSU was trading at a lower P/E a few years back and more recently hit 120 - double the historical standard of a few years back (prior to 2021). In fact, back in late 2021 the P/E of CSU hit approximately 120, only to return to its historical standard (before starting this new leg up). Is it possible that the stock is resetting itself? A P/E of 120 is fairly high for most companies and it still trades in mid 80s even after this recent drop. Thoughts? Does CSU deserve a P/E of about 120? I am trying to decide if I should add to this stock OR wait a little longer. Thanks.

Upvote 3

Read Answer Asked by Walter on September 29, 2025

• NVIDIA Corporation (NVDA $182.14)
  • $182.14 P/E (TTM): 50.77X Cap: $4.33T
  • View NVDA Profile
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Q: Is Nvidia and PLG a buy?

Upvote 1

Read Answer Asked by John on September 29, 2025

• Portland General Electric Co (POR $43.31)
  • $43.31 P/E (TTM): 16.03X Cap: $4.79B
  • View POR Profile
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• iShares U.S. Utilities ETF (IDU $110.49)
  • $110.49 P/E (TTM): 24.23X Cap: $1.62B
  • View IDU Profile
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Q: Good morning all at 5i: I need to invest more in utilities and my attention drawn to an article that says POR has been left behind in rally and has lots to offer in electricity demand. Your thought please or would IDU etf be a better trade. Many thanks as always. Barbara

Upvote 1

Read Answer Asked by Barbara on September 29, 2025

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $165.06)
  • $165.06 P/E (TTM): 19.56X Cap: $14.46B
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• Element Fleet Management Corp. (EFN $36.10)
  • $36.10 P/E (TTM): 26.56X Cap: $14.45B
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• Enghouse Systems Limited (ENGH $20.81)
  • $20.81 P/E (TTM): 15.25X Cap: $1.14B
  • View ENGH Profile
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• TMX Group Limited (X $52.74)
  • $52.74 P/E (TTM): 34.38X Cap: $14.52B
  • View X Profile
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• Toromont Industries Ltd. (TIH $154.33)
  • $154.33 P/E (TTM): 26.1X Cap: $12.55B
  • View TIH Profile
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• TFI International Inc. (TFII $124.06)
  • $124.06 P/E (TTM): 20.66X Cap: $10.27B
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• Alimentation Couche-Tard Inc. (ATD $73.39)
  • $73.39 P/E (TTM): 19.37X Cap: $68.32B
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• goeasy Ltd. (GSY $173.11)
  • $173.11 P/E (TTM): 10.46X Cap: $2.79B
  • View GSY Profile
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• TerraVest Industries Inc. (TVK $139.77)
  • $139.77 Cap: $3B
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• Propel Holdings Inc. (PRL $30.74)
  • $30.74 P/E (TTM): 14.67X Cap: $1.17B
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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 2

Read Answer Asked by David on September 29, 2025

• BlackSky Technology Inc. Class A (BKSY $19.89)
  • $19.89 Cap: $699M
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• Galaxy Digital Inc. (GLXY $34.09)
  • $34.09 Cap: $11.62B
  • View GLXY Profile
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Q: Which of the two companies are you more bullish on? Mid - Long term hold in a tfsa.

A reason please. Thank you

Upvote 2

Read Answer Asked by Nick on September 29, 2025

• Vitalhub Corp. (VHI $11.21)
  • $11.21 P/E (TTM): 132.12X Cap: $629M
  • View VHI Profile
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Q: Why is VitalHub so weak?

Upvote 3

Read Answer Asked by Kim on September 29, 2025

• Santacruz Silver Mining Ltd. (SCZ $2.78)
  • $2.78 P/E (TTM): 19.95X Cap: $856M
  • View SCZ Profile
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• Aris Mining Corporation (ARIS $13.74)
  • $13.74 P/E (TTM): 115.25X Cap: $2.71B
  • View ARIS Profile
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• ESGold Corp. (ESAU $0.82)
  • $0.82 Cap: $50M
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• Allied Gold Corporation (AAUC $24.23)
  • $24.23 Cap: $2.74B
  • View AAUC Profile
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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 3

Read Answer Asked by Robert on September 29, 2025

• Constellation Software Inc. (CSU $3,712.73)
  • $3,712.73 P/E (TTM): 90.38X Cap: $77.56B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Open Text Corporation (OTEX $52.50)
  • $52.50 P/E (TTM): 22.86X Cap: $13.27B
  • View OTEX Profile
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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 1

Read Answer Asked by Robert on September 29, 2025

• ATS Corporation (ATS $36.12)
  • $36.12 Cap: $3.49B
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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 1

Read Answer Asked by Sandy on September 29, 2025

• Intuit Inc. (INTU $692.14)
  • $692.14 P/E (TTM): 51.08X Cap: $194.67B
  • View INTU Profile
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• Salesforce Inc. (CRM $245.35)
  • $245.35 P/E (TTM): 35.38X Cap: $231.74B
  • View CRM Profile
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• Constellation Software Inc. (CSU $3,712.73)
  • $3,712.73 P/E (TTM): 90.38X Cap: $77.56B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $133.39)
  • $133.39 P/E (TTM): 56.59X Cap: $11.37B
  • View DSG Profile
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• ServiceNow Inc. (NOW $949.28)
  • $949.28 P/E (TTM): 117.74X Cap: $194.68B
  • View NOW Profile
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• iShares Expanded Tech-Software Sector ETF (IGV $116.19)
  • $116.19 P/E (TTM): 46.88X Cap: $10.28B
  • View IGV Profile
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• Topicus.com Inc. (TOI $145.18)
  • $145.18 P/E (TTM): 68.62X Cap: $12.11B
  • View TOI Profile
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• Lumine Group Inc. (LMN $39.83)
  • $39.83 P/E (TTM): 150.27X Cap: $10.13B
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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 5

Read Answer Asked by Mark on September 29, 2025

• GE Vernova Inc. (GEV $602.63)
  • $602.63 P/E (TTM): 145.12X Cap: $164.74B
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Q: Thoughts on GEV ?
Is there a correlation with AI which will be more and more energy-intensive?Thank You

Upvote 2

Read Answer Asked by francis on September 29, 2025

• Orca Energy Group Inc. (ORC.B $4.25)
  • $4.25 Cap: $1.20B
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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 $5.89)
  • $5.89 Cap: $549M
  • View KSI Profile
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• Tantalus Systems Holding Inc. (GRID $3.48)
  • $3.48 Cap: $181M
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Q: Which for a growth orientated TFSA based on secular theme, current price , and expected growth. Thanks. Derek.

Upvote 3

Read Answer Asked by Derek on September 29, 2025

• Intact Financial Corporation (IFC $264.76)
  • $264.76 P/E (TTM): 21.31X Cap: $47.01B
  • View IFC Profile
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• Blackline Safety Corp. (BLN $7.18)
  • $7.18 Cap: $612M
  • View BLN Profile
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• Tantalus Systems Holding Inc. (GRID $3.48)
  • $3.48 Cap: $181M
  • 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 2

Read Answer Asked by JR on September 29, 2025

• Constellation Software Inc. (CSU $3,712.73)
  • $3,712.73 P/E (TTM): 90.38X Cap: $77.56B
  • 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 3

Read Answer Asked by Leonard on September 29, 2025

• Constellation Software Inc. (CSU $3,712.73)
  • $3,712.73 P/E (TTM): 90.38X Cap: $77.56B
  • 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 2

Read Answer Asked by Bryan on September 29, 2025

• Sun Life Financial Inc. (SLF $82.77)
  • $82.77 P/E (TTM): 15.01X Cap: $46.66B
  • View SLF Profile
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• Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares (BNT $96.40)
  • $96.40 P/E (TTM): 15.38X Cap: $23.14B
  • View BNT Profile
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Q: Which of the above two companies would you prefer to hold for a long term conservative investor?

Upvote 2

Read Answer Asked by Lyle on September 29, 2025

• NextEra Energy Inc. (NEE $75.56)
  • $75.56 P/E (TTM): 26.52X Cap: $156.19B
  • View NEE Profile
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• Vistra Corp. (VST $203.52)
  • $203.52 P/E (TTM): 32.84X Cap: $70.20B
  • View VST Profile
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $48.28)
  • $48.28 Cap: $18.02B
  • View BEPC Profile
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• Constellation Energy Corporation (CEG $337.27)
  • $337.27 P/E (TTM): 34.58X Cap: $103.48B
  • View CEG Profile
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• Solaris Energy Infrastructure Inc. Class A (SEI $41.25)
  • $41.25 P/E (TTM): 268.31X Cap: $2.68B
  • View SEI Profile
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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 7

Read Answer Asked by eugene on September 29, 2025

• Constellation Software Inc. (CSU $3,712.73)
  • $3,712.73 P/E (TTM): 90.38X Cap: $77.56B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Topicus.com Inc. (TOI $145.18)
  • $145.18 P/E (TTM): 68.62X Cap: $12.11B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $39.83)
  • $39.83 P/E (TTM): 150.27X Cap: $10.13B
  • 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 6

Read Answer Asked by Brenda on September 29, 2025