Investment Q&A

• Parkland Corporation (PKI $38.44)
  • $38.44 P/E (TTM): 22.78X Cap: $6.70B
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Q: Hi, PKI is trading well below the Sunoco offer. Who would vote Yes to such an offer?

Major shareholders: Simpson Oil 20%, surely not, FMR LLC (Fidelity) 11% ? , Engine Capital 2.5% said NO on Friday.

When will a new offer come? Probably at the last minute, it happens a lot.
Great weekend to you.

Upvote 3

Read Answer Asked by Denise on June 09, 2025

• Sprott Physical Platinum and Palladium Trust (SPPP $19.27)
  • $19.27 Cap: $185M
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Q: What is your view on platinum and palladium (bullion not equities) over the next 2-5 years.

Thank you for your excellent advice.

Upvote 1

Read Answer Asked by Dale on June 09, 2025

• Boyd Group Services Inc. (BYD $238.37)
  • $238.37 P/E (TTM): 466.23X Cap: $5.12B
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Q: Byd continues to fall. Its P/E is high and EPS low. Is there a better stock out there in the same sector that you are more comfortable with or do you see a turn around soon? T Steve

Upvote 1

Read Answer Asked by Stephen on June 09, 2025

• Nebius Group N.V. (NBIS $110.22)
  • $110.22 Cap: $25.64B
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• CoreWeave Inc. (CRWV $122.52)
  • $122.52 Cap: $63.94B
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Q: I purchased my initial position at $42 just prior to the Deepseek (of course!) news and have held on since. I am wondering about adding due to your recent commentary re:good balance sheet, new analyst coverage, positive momentum, very cheap valuation vs peers and strong business model. I know you don’t support ‘back up the truck’ emotional statements but I’m wondering if this might be another 5i example of getting into a potential multi-bagger in the early stages. Could you please comment on NBIS’ potential 3-5 years down the road. Thanks so much for your expertise!

Upvote 12

Read Answer Asked by Warren on June 09, 2025

• InterRent Real Estate Investment Trust (IIP.UN $13.36)
  • $13.36 Cap: $1.86B
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• CubeSmart (CUBE $40.60)
  • $40.60 P/E (TTM): 24.7X Cap: $9.23B
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• Agree Realty Corporation (ADC $70.53)
  • $70.53 P/E (TTM): 40.26X Cap: $7.88B
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• National Storage Affiliates Trust Common Shares of Beneficial Interest (NSA $30.30)
  • $30.30 P/E (TTM): 46.02X Cap: $2.32B
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Q: Now that IIP has been scooped up. Do you feel there are any other similar type of REITS that are selling cheaply that might follow the same fate?

Canada or US?

Please also state why you feel they are undervalued and potential targets as takeovers.

Thanks


Sheldon

Upvote 2

Read Answer Asked by Sheldon on June 09, 2025

• TransMedics Group Inc. (TMDX $112.64)
  • $112.64 P/E (TTM): 58.64X Cap: $3.83B
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Q: The stock has had a good recovery. What do you see in its future?

Appreciate your insight.

Paul F.

Upvote 3

Read Answer Asked by Paul on June 09, 2025

• Kraken Robotics Inc. (PNG $4.66)
  • $4.66 P/E (TTM): 76.83X Cap: $1.42B
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Q: Any news to explain the big price increase and high trading volume on Friday ? Thanks a million.

Upvote 6

Read Answer Asked by Lai Kuen on June 09, 2025

• Descartes Systems Group Inc. (The) (DSG $132.77)
  • $132.77 P/E (TTM): 56.59X Cap: $11.40B
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• Enghouse Systems Limited (ENGH $20.80)
  • $20.80 P/E (TTM): 15.25X Cap: $1.14B
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Q: hi folks

both enghouse and descarte have taken a bit of a hit on results

both still solid companies; which would you prefer for the next 3+ years

or neither?

no current position in either currently

thx as always

Upvote 9

Read Answer Asked by Robert on June 06, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $123.75)
  • $123.75 P/E (TTM): 16.22X Cap: $27.76B
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• Constellation Software Inc. (CSU $3,766.74)
  • $3,766.74 P/E (TTM): 90.38X Cap: $79.82B
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• Descartes Systems Group Inc. (The) (DSG $132.77)
  • $132.77 P/E (TTM): 56.59X Cap: $11.40B
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• Enghouse Systems Limited (ENGH $20.80)
  • $20.80 P/E (TTM): 15.25X Cap: $1.14B
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• Kinaxis Inc. (KXS $177.80)
  • $177.80 P/E (TTM): 147.23X Cap: $5.02B
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• Thomson Reuters Corporation (TRI $217.52)
  • $217.52 P/E (TTM): 43.81X Cap: $98.03B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $207.46)
  • $207.46 P/E (TTM): 79.35X Cap: $269.56B
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Q: Hi Peter, the results for ENGH look a bit soft. Can you provide your opinion on the results and if you think it would be a value buy now with the dividend. Thanks

Upvote 8

Read Answer Asked by Frank on June 06, 2025

• Zoomd Technologies Ltd. (ZOMD $2.26)
  • $2.26 P/E (TTM): 9.85X Cap: $217M
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Q: With small companies I often check the quality of their web portal. ZOOMD doesn't impress me; some links don't work. They don't list a phone number in the contacts. Their address appears to be a law firm. Is the Toronto address just a front? I don't mind if the company is based in Israel but they shouldn't hide it. Ex-ceo has lots of shares to sell even if half is via controlled sale.

They had some big organizations as customers but i wonder how sticky these contracts are. And if not, why is that? Do you have any insights into it?

Upvote 5

Read Answer Asked by JR on June 06, 2025

• Coinbase Global Inc (COIN $333.99)
  • $333.99 P/E (TTM): 30.23X Cap: $85.81B
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• Robinhood Markets Inc. (HOOD $136.72)
  • $136.72 P/E (TTM): 62.13X Cap: $120.65B
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• ISHARES BITCOIN TR (IBIT $64.97)
  • $64.97 Cap: $88.01B
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• ISHARES ETHEREUM T (ETHA $31.72)
  • $31.72 Cap: $16.03B
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Q: seeing that you own some crypto I'm thinking I may get my toes wet, so to speak. At current prices, which one ETF would you favor of the above?
Also, I have more Canadian money available than US, is there disadvantage to IBIT.CA?
Should these be purchased in a Cash account, self directed RSP or TFSA?
Deduct as many questions as you need. I'll never get through these credits!

Upvote 8

Read Answer Asked by Brenda on June 06, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $47.71)
  • $47.71 Cap: $17.95B
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Q: The offering was supposed to close on June 3 but I haven't seen any news on the closing?

Upvote 4

Read Answer Asked by Herm on June 06, 2025

• BMO Ultra Short-Term Bond ETF (ZST $49.03)
  • $49.03 Cap: $4.62B
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• Global X Cash Maximizer Corporate Class ETF (HSAV $116.36)
  • $116.36 Cap: $1.90B
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• Global X High Interest Savings ETF (CASH $50.00)
  • $50.00 Cap: $6.71B
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Q: I asked this question on June 1, 2025 but did not get an answer so I am asking again.

What is the difference in underlining risks between ZST and high interest saving ETFs like CASH and HSAV?
What is the difference in yield between them?
I have about $100k in cash to park for 1 year ish so I am looking for a bit of yield during this time.

Upvote 2

Read Answer Asked by Anh on June 06, 2025

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.41)
  • $20.41 P/E (TTM): 49.23X Cap: $710M
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• Vanguard FTSE Developed Markets ETF (VEA $59.71)
  • $59.71 Cap: $164.83B
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Q: Are there any restrictions on international equities within a TFSA? How do the dividends work? Thank you!

Upvote 4

Read Answer Asked by Neil on June 06, 2025

Q: What are your top 5 copper stocks 1 being the best?

thank you

Upvote 5

Read Answer Asked by Gary on June 06, 2025

• Costco Wholesale Corporation (COST $916.87)
  • $916.87 P/E (TTM): 53.5X Cap: $406.61B
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Q: Hi Peter and team,

What's going on with Costco today, down 2.5%?

Cheers and thanks for your help.

H

Upvote 4

Read Answer Asked by Harry on June 06, 2025

• Palantir Technologies Inc. (PLTR $178.86)
  • $178.86 P/E (TTM): 591.9X Cap: $421.25B
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Q: Up 550 percent on my position. Have already trimmed once.

'Analyst' outlooks vary from a 75 percent drop to 'the ride up is just beginning'.

What is your best assessment of this stock? What would you do?

I have major fomo. Maybe a partial trailing stop loss? Thanks

Upvote 7

Read Answer Asked by Charles on June 06, 2025

• Cerence Inc. (CRNC $12.04)
  • $12.04 Cap: $521M
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Q: Can you please comment on Cerence's financial performance - balance sheet and income statement - as well as their future prospects given the heightened focus on AI and autonomous driving that may be getting a boost from the loosened regulatory demands south of the border. A buy?

Upvote 2

Read Answer Asked by Scott on June 06, 2025

• BMO Covered Call Utilities ETF (ZWU $11.42)
  • $11.42 P/E (TTM): 18.85X Cap: $1.91B
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• BMO Canadian High Dividend Covered Call ETF (ZWC $19.61)
  • $19.61 Cap: $1.81B
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Q: I normally keep individual stocks to a limit of 5% of my portfolio in a registered account. However, with ZWC being an ETF, how high do you think I could go, given that it is diversified in many stocks?

What would be an attractive price to buy into ZWC?

If ZWU is also held in the same account, how high could you go for that ETF (as a percentage of the account)? And would that affect the amount of ZWC held in the same account?

Thank you.

Upvote 2

Read Answer Asked by Cathy on June 06, 2025

• Argan Inc. (AGX $271.07)
  • $271.07 P/E (TTM): 32.06X Cap: $3.74B
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• Carpenter Technology Corporation (CRS $241.29)
  • $241.29 P/E (TTM): 33.85X Cap: $12.02B
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• Cellebrite DI Ltd. (CLBT $18.97)
  • $18.97 Cap: $4.54B
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• Sportradar Group AG (SRAD $28.56)
  • $28.56 Cap: $8.55B
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• Nebius Group N.V. (NBIS $110.22)
  • $110.22 Cap: $25.64B
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Q: Good morning. I bought these 2 last year around July or August in an unregistered 12 stock US account.
AGX is a triple, 9.8% of the portfolio ,CRS a double, 8.1% of the portfolio.
What do you see for them going forward? Do I trim? If so do add to NBIS , CLBT or SRAD. Thank you David

Upvote 8

Read Answer Asked by David on June 06, 2025