Investment Q&A

• Athabasca Oil Corporation (ATH $8.63)
  • $8.63 P/E (TTM): 9.59X Cap: $4.42B
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• Baytex Energy Corp. (BTE $4.75)
  • $4.75 P/E (TTM): 16.96X Cap: $3.64B
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• Secure Waste Infrastructure Corp. (SES $18.84)
  • $18.84 P/E (TTM): 41.87X Cap: $4.11B
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• Trican Well Service Ltd. (TCW $7.25)
  • $7.25 P/E (TTM): 12.72X Cap: $1.53B
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• MGM Resorts International (MGM $34.14)
  • $34.14 P/E (TTM): 44.92X Cap: $8.73B
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• Spectrum Brands Holdings Inc. (SPB $75.67)
  • $75.67 P/E (TTM): 9.41X Cap: $1.76B
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• ZoomInfo Technologies Inc. (ZI)
  • P/E (TTM): 116.87X Cap: $3.52B
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• Seaboard Corporation (SEB $5,373.93)
  • $5,373.93 P/E (TTM): 10.45X Cap: $5.33B
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• Stagwell Inc. (STGW $4.93)
  • $4.93 P/E (TTM): 82.17X Cap: $1.34B
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• Coveo Solutions Inc. Subordinate voting shares (CVO $5.70)
  • $5.70 Cap: $545M
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Q: I know this may be hard to answer exactly.
To the best of your knowledge . Who are the top 5 CDN. companies doing substantial or aggressive buy backs ? Also the same question for the US side.

Thanks for your valuable service.
Cal

Upvote 2

Read Answer Asked by cal on February 05, 2025

• Dollarama Inc. (DOL $190.12)
  • $190.12 P/E (TTM): 40.37X Cap: $52.05B
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• TFI International Inc. (TFII $163.62)
  • $163.62 P/E (TTM): 31.38X Cap: $13.46B
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• Thomson Reuters Corporation (TRI $118.45)
  • $118.45 P/E (TTM): 22.43X Cap: $52.69B
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• Alimentation Couche-Tard Inc. (ATD $83.86)
  • $83.86 P/E (TTM): 22.46X Cap: $77.63B
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Q: Hi Peter and Team

I have a half position in DOL and ATD and would like to start a position in TFII and TRI.
In what order would you add to these companies at this time?
Thanks

Upvote 7

Read Answer Asked by Gary on February 05, 2025

• Savaria Corporation (SIS $25.19)
  • $25.19 P/E (TTM): 29.29X Cap: $1.80B
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Q: Does the recent price decline represent a buying opportunity?

Upvote 7

Read Answer Asked by Thomas on February 05, 2025

Q: With some dry powder available, would you suggest to buy now or wait for the tarrifs with China to shake out and see what comes of the 30 day pause with Can/Mex? All buys are with long term hold in mind.

Upvote 7

Read Answer Asked by Harrison on February 05, 2025

• Canaccord Genuity Group Inc. (CF $12.05)
  • $12.05 Cap: $1.23B
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• RF Capital Group (RCG)
  • P/E (TTM): -5.1X Cap: $284M
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Q: RCG is up 46% since Jan 2/25 while CF has declined 4% during the same period.Do you know of any reasons for the advance?

Upvote 1

Read Answer Asked by edward on February 05, 2025

Q: A question this morning mentioned a report on updating your income portfolio. Do you do this every time you update a portfolio? If so, where do I find the report in a timely manner?

Upvote 2

Read Answer Asked by Gordon on February 05, 2025

• ATS Corporation (ATS $42.50)
  • $42.50 Cap: $4.16B
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• Tesla Inc. (TSLA $417.44)
  • $417.44 P/E (TTM): 386.52X Cap: $1.56T
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• Cognex Corporation (CGNX $58.79)
  • $58.79 P/E (TTM): 86.46X Cap: $9.74B
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• Symbotic Inc. (SYM $54.95)
  • $54.95 Cap: $33.08B
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• Nebius Group N.V. (NBIS $98.01)
  • $98.01 Cap: $23.33B
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Q: Could you recommend five companies that could benefit from the advancement of robotics?

Upvote 4

Read Answer Asked by Wes on February 05, 2025

• AbbVie Inc. (ABBV $231.50)
  • $231.50 P/E (TTM): 176.72X Cap: $409.14B
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• Eli Lilly and Company (LLY $1,040.00)
  • $1,040.00 P/E (TTM): 45.32X Cap: $981.09B
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• Merck & Company Inc. (MRK $121.41)
  • $121.41 P/E (TTM): 16.05X Cap: $301.34B
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Q: Your thoughts on Merck this morning please,do you see any upside?I hold it in my rif and am still showing a small profit.Buy,hold or sell?

Upvote 1

Read Answer Asked by John on February 05, 2025

• Celestica Inc. (CLS $381.72)
  • $381.72 P/E (TTM): 46.63X Cap: $43.91B
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• TerraVest Industries Inc. (TVK $139.65)
  • $139.65 Cap: $3.02B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $210.89)
  • $210.89 P/E (TTM): 31.2X Cap: $2.50B
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• Galaxy Digital Inc. Class A common stock (GLXY $29.49)
  • $29.49 Cap: $11.51B
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Q: Hi 5i, enjoyed your webinar today. Thx for putting it together.

My question is on Canadian on small/mid caps, I've listed a few just to start with. Given the current environment what would be your ten highest conviction picks. I plan to hold for atleast 5 years, so I'm after safe business models that have a high chance of survival. If you list a stock not mentioned frequently on these boards then please provide a small blurb ast to why you like it. Thx again.

Upvote 29

Read Answer Asked by Christopher on February 05, 2025

• Zedcor Inc. (ZDC $5.92)
  • $5.92 P/E (TTM): 422.86X Cap: $624M
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Q: our government has agreed to bolster border controls / surveillance using all tools available including surveillance towers/cameras
Does Zedcor have the capacity to become involved in this process?
I am considering a buy
What is your opinion about current outlook for the company
Many thanks

Upvote 5

Read Answer Asked by Peter on February 05, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $43.29)
  • $43.29 Cap: $28.48B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $59.72)
  • $59.72 Cap: $20.26B
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Q: I am wondering what is the real difference between these entities and if there are any implications with holding one or the other in TFSA vs RSP or non-reg account.

Upvote 1

Read Answer Asked by Steven on February 05, 2025

• CME Group Inc. (CME $303.07)
  • $303.07 P/E (TTM): 29.37X Cap: $109.28B
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• Alphabet Inc. (GOOGL $305.72)
  • $305.72 P/E (TTM): 28.28X Cap: $3.69T
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• Johnson & Johnson (JNJ $243.45)
  • $243.45 P/E (TTM): 22.07X Cap: $586.68B
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• Altria Group Inc. (MO $67.25)
  • $67.25 P/E (TTM): 12.84X Cap: $112.89B
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• Procter & Gamble Company (The) (PG $160.07)
  • $160.07 P/E (TTM): 23.71X Cap: $372B
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• Williams Companies Inc. (The) (WMB $72.28)
  • $72.28 P/E (TTM): 37.45X Cap: $88.26B
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• A.O. Smith Corporation (AOS $80.46)
  • $80.46 P/E (TTM): 20.9X Cap: $11.12B
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• Littelfuse Inc. (LFUS $359.55)
  • $359.55 P/E (TTM): 75.69X Cap: $8.95B
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• VICI Properties Inc. (VICI $29.30)
  • $29.30 P/E (TTM): 11.18X Cap: $31.31B
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Q: Hello,
I am looking to add to my US non-registered account. Retiring soon and looking for safety & sustainable growing dividends. Which of these do you prefer and why? Is there something else you would suggest? I am building up my portfolio and have small holidings in GOOGL/JNJ/VICI.
Thanks, Leah

Upvote 4

Read Answer Asked by Leah on February 05, 2025

• Allied Properties Real Estate Investment Trust (AP.UN $9.49)
  • $9.49 Cap: $1.21B
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Q: Hi, Could you please comment on AP earnings. Thank you

Upvote 1

Read Answer Asked by francis on February 05, 2025

• BMO S&P 500 Index ETF (ZSP $101.97)
  • $101.97 P/E (TTM): 25.89X Cap: $21.10B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $60.83)
  • $60.83 P/E (TTM): 30.32X Cap: $4.09B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $108.63)
  • $108.63 P/E (TTM): 29.51X Cap: $1.86B
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• iShares NASDAQ 100 Index ETF (XQQU $80.10)
  • $80.10 P/E (TTM): 30.06X Cap: $146M
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Q: Hello, for a 25 year old with $ 500.00 to invest in the TFSA, which of the above would you suggest?
Also, how about for a 27 year old with $ 100K, which one(s) would you suggest? Finally, does BMO have a S&P500 unhedged?
As a quick calculation the Unedged has retuned ~ 6% more with BMO (ZQQ /ZNQ) and ~ 12% with the ishare ( XQQ/XQQU). Right?
Thanks
Carlo

Upvote 2

Read Answer Asked by Carlo on February 05, 2025

• PayPal Holdings Inc. (PYPL $40.29)
  • $40.29 P/E (TTM): 7.45X Cap: $37.09B
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• Mastercard Incorporated (MA $518.36)
  • $518.36 P/E (TTM): 31.38X Cap: $462.27B
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• Visa Inc. (V $314.08)
  • $314.08 P/E (TTM): 29.49X Cap: $601.78B
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• goeasy Ltd. (GSY $121.58)
  • $121.58 P/E (TTM): 8.85X Cap: $1.95B
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• Propel Holdings Inc. (PRL $25.02)
  • $25.02 P/E (TTM): 11.74X Cap: $984M
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• Fiserv Inc. (FISV)
  • P/E (TTM): 9.86X
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Q: Hello,
Can you please give me your input on Paypall earnings. Is it a sell ?
Thanks !

Upvote 6

Read Answer Asked by Nancy on February 05, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $65.06)
  • $65.06 P/E (TTM): 95.84X Cap: $146.08B
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Q: Hi, how do you see Brookfield's valuation right now? Is it still fairly priced? What would be a good entry price given the very reasons and likely upcoming volatility? Thank you

Upvote 5

Read Answer Asked by GeeMac on February 05, 2025

• ATS Corporation (ATS $42.50)
  • $42.50 Cap: $4.16B
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Q: Goodmorning

What are your thoughts on ATS latest quarter?

Thks
Marse

Upvote 4

Read Answer Asked by Marcel on February 05, 2025

• Mainstreet Equity Corp. (MEQ $174.22)
  • $174.22 P/E (TTM): 6.98X Cap: $1.62B
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Q: Can you please comment on earnings and the company overall? What would be a good entry point? Thank you

Upvote 5

Read Answer Asked by Clara on February 05, 2025

• Uber Technologies Inc. (UBER $69.99)
  • $69.99 P/E (TTM): 9.0X Cap: $145.42B
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Q: Can you comment on UBER earnings, their forward guidance and US currency headwinds, and the perceived battle with TSLA's robotaxis.

Uber stock price has been flat for a year now - is it undervalued? The market seems to pricing in nothing less than solid earnings and guidance beats, is this a sign that the market considers large cap US stocks to be grossly overvalued in general, and anything less than perfection will result in a sell off?

Upvote 2

Read Answer Asked by Colum on February 05, 2025

• TELUS Corporation (T $18.35)
  • $18.35 P/E (TTM): 23.83X Cap: $28.40B
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Q: What is your level of concern around a possible dividend cut at some point on Telus?

Upvote 4

Read Answer Asked by Doug on February 05, 2025