Investment Q&A

Q: Hello,
I assume like most subscribers, I read the questions section almost daily and wonder if any of the stocks mentioned are in your various portfolios.

To find out if they are involves many steps which is inconvenient. Is there a way to indicate if the stock is in a current portfolio? Maybe a Star or similar symbol?
Many thanks

Upvote 8

Read Answer Asked by Arzoo on November 21, 2025

• Topicus.com Inc. (TOI $123.70)
  • $123.70 P/E (TTM): 1027.95X Cap: $10.46B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $26.89)
  • $26.89 P/E (TTM): 107.74X Cap: $6.97B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Thank you for the updated flash report. If you had to choose only one of these stocks at today's prices, which one would it be and why?

Upvote 11

Read Answer Asked by GeeMac on November 21, 2025

• Walmart Inc. (WMT $115.42)
  • $115.42 Cap: $930.83B
  • View WMT Profile
  • View Questions on WMT

Q: Thoughts on Walmart at the moment? Would you consider it a buy?

Upvote 3

Read Answer Asked by Patricia on November 21, 2025

• Tourmaline Oil Corp. (TOU $60.97)
  • $60.97 P/E (TTM): 18.07X Cap: $24.19B
  • View TOU Profile
  • View Questions on TOU
• Ovintiv Inc. (OVV $51.31)
  • $51.31 P/E (TTM): 44.26X Cap: $13.68B
  • View OVV Profile
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Q: Articles recently that American companies might start looking at Canada again as some of their shale plays are slowing down . They list the Montney and Duvernay as the top plays . What would be your two top picks for each of these ?

Upvote 3

Read Answer Asked by lynn on November 21, 2025

• Purpose High Interest Savings Fund (PSA $50.06)
  • $50.06 Cap: $3.19B
  • View PSA Profile
  • View Questions on PSA
• Global X Cash Maximizer Corporate Class ETF (HSAV $116.77)
  • $116.77 Cap: $1.90B
  • View HSAV Profile
  • View Questions on HSAV
• Global X High Interest Savings ETF (CASH $50.02)
  • $50.02 Cap: $6.75B
  • View CASH Profile
  • View Questions on CASH
• High Interest Savings Account ETF (HISA)
  • View HISA Profile
  • View Questions on HISA
• TD Cash Management ETF (TCSH $50.09)
  • $50.09 P/E (TTM): 13.15X Cap: $462M
  • View TCSH Profile
  • View Questions on TCSH

Q: what is your opinion on TSCH-TD Cash Management ETF? Are there other options I should consider? I am considering putting some of my cash into this ETF- this cash is not required for at least 18 months so I would like to optimize returns. Thanks.

Upvote 6

Read Answer Asked by John on November 21, 2025

• EarthLabs Inc (SPOT $0.31)
  • $0.31 P/E (TTM): 2.13X Cap: $44M
  • View SPOT Profile
  • View Questions on SPOT

Q: Hi crew, could I get your quick analysis on Earthlabs? Sprott has some interest in the company. What results will the company need to get them to over a dollar a share? Thank you,
Kevin

Upvote 1

Read Answer Asked by Kevin on November 21, 2025

• Mene Inc. (MENE $0.15)
  • $0.15 Cap: $45M
  • View MENE Profile
  • View Questions on MENE

Q: With very low expectations for MENE were these "ok" Q3 results? Turned a corner or one off boost because gold is at all time highs?

Upvote 1

Read Answer Asked by MG on November 21, 2025

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.75)
  • $13.75 P/E (TTM): 7.35X Cap: $1.05B
  • View CPD Profile
  • View Questions on CPD
• BMO Laddered Preferred Share Index ETF (ZPR $12.23)
  • $12.23 P/E (TTM): 4.77X Cap: $1.46B
  • View ZPR Profile
  • View Questions on ZPR
• RBC Canadian Preferred Share ETF (RPF $24.35)
  • $24.35 P/E (TTM): 8.23X Cap: $628M
  • View RPF Profile
  • View Questions on RPF
• TD Active Preferred Share ETF (TPRF $12.46)
  • $12.46 P/E (TTM): 10.72X Cap: $377M
  • View TPRF Profile
  • View Questions on TPRF

Q: I have a base of preferred shares ETFs to help counterbalance the tech stocks and their volatility, and these ETFs generally move very little in a day. Wednesday was an exception, with TPRF and CPD in particular, down more than 1%, and the others down quite a bit, as well. This despite the TSX and all other indices being up. Would you care to speculate what made all the preferred shares ETFs drop in tandem on Wednesday?

Upvote 3

Read Answer Asked by John on November 21, 2025

• Strathcona Resources Ltd. (SCR $41.52)
  • $41.52 P/E (TTM): 8.18X Cap: $8.94B
  • View SCR Profile
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Q: Hi 5i
Referring to Johns question from Nov 19...At what price would you consider the $10 dividend to be baked into the share price...
What would that price be in 5i's opinion if one wanted to add a bit to short term existing position.
thx

Upvote 2

Read Answer Asked by jim on November 21, 2025

• Amazon.com Inc. (AMZN $222.56)
  • $222.56 P/E (TTM): 31.95X Cap: $2.37T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $307.73)
  • $307.73 P/E (TTM): 30.65X Cap: $3.71T
  • View GOOG Profile
  • View Questions on GOOG
• Booking Holdings Inc. (BKNG $5,436.93)
  • $5,436.93 P/E (TTM): 34.54X Cap: $175.92B
  • View BKNG Profile
  • View Questions on BKNG

Q: BKNG has been falling for three months, which has accelerated in the past few weeks after GOOG announced a new platform for searching vacation travel. It has dropped about 25% in the past 3 months. I am wondering if Google's platform is a major threat or not. Is BKNG earnings still going to grow going forward?

Upvote 7

Read Answer Asked by arnold on November 21, 2025

• BCE Inc. (BCE $32.09)
  • $32.09 P/E (TTM): 4.9X Cap: $30.30B
  • View BCE Profile
  • View Questions on BCE
• Pason Systems Inc. (PSI $11.98)
  • $11.98 P/E (TTM): 15.7X Cap: $941M
  • View PSI Profile
  • View Questions on PSI
  • View Reports on PSI
• TMX Group Limited (X $52.08)
  • $52.08 P/E (TTM): 31.17X Cap: $14.42B
  • View X Profile
  • View Questions on X
  • View Reports on X
• goeasy Ltd. (GSY $127.07)
  • $127.07 P/E (TTM): 8.9X Cap: $1.98B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Trisura Group Ltd. (TSU $41.34)
  • $41.34 P/E (TTM): 15.66X Cap: $1.88B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU

Q: Firstly, I very much appreciate your tax loss, selling list and the explanations that came with it.

I am down about 22% on both BCE and GSY. Would either or both be appropriate for a tax loss/re-buy strategy?

On PSI, X, and TSU I am down about 6 1/2%. Is it worth considering these for the same strategy, or am I just being silly?


Thank you very much for your help.

Gary

Upvote 9

Read Answer Asked by GARY on November 21, 2025

• Banco Santander S.A. Sponsored ADR (Spain) (SAN $11.51)
  • $11.51 P/E (TTM): 14.78X Cap: $192.79B
  • View SAN Profile
  • View Questions on SAN

Q: Hello Team,
I hold this security and I wondered what two European banks you would recommend in addition to this one.
Thank You,
Barry

Upvote 2

Read Answer Asked by Barry on November 21, 2025

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $44.21)
  • $44.21 P/E (TTM): 7.49X Cap: $3.13B
  • View VEE Profile
  • View Questions on VEE

Q: This ETF share price is sitting at a pretty lofty all time high. Looking at its history, after a run up, it has always had a substantial pull back. Can you comment on the factors you think have led to its current level and whether you think it is still investable here? Thank you.

Upvote 2

Read Answer Asked by Stephen R. on November 21, 2025

• WELL Health Technologies Corp. (WELL $3.99)
  • $3.99 Cap: $1B
  • View WELL Profile
  • View Questions on WELL
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Q: I first bought this in 2020, have added a few times and currently have not made a dollar. 5 years is a lot of 'wait time'. How much longer do I give this?

C.

Upvote 4

Read Answer Asked by Cameron on November 21, 2025

• Kraken Robotics Inc. (PNG $5.91)
  • $5.91 P/E (TTM): 102.17X Cap: $1.86B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• kneat.com inc. (KSI $4.27)
  • $4.27 Cap: $407M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI

Q: Is KSI a candidate for tax loss selling? If so what would you replace it with? VHI?

Thanks for your service!

Upvote 5

Read Answer Asked by Ozzie on November 21, 2025

• Amazon.com Inc. (AMZN $222.56)
  • $222.56 P/E (TTM): 31.95X Cap: $2.37T
  • View AMZN Profile
  • View Questions on AMZN
• Shopify Inc. (SHOP $163.14)
  • $163.14 P/E (TTM): 144.0X Cap: $208.12B
  • View SHOP Profile
  • View Questions on SHOP

Q: For a five to ten year hold, which of these two gave the best upside, in your opinion? thanks

Upvote 9

Read Answer Asked by alex on November 21, 2025

• Caterpillar Inc. (CAT $588.93)
  • $588.93 P/E (TTM): 30.72X Cap: $279.80B
  • View CAT Profile
  • View Questions on CAT
• GE Aerospace (GE $298.73)
  • $298.73 P/E (TTM): 40.03X Cap: $317.47B
  • View GE Profile
  • View Questions on GE
• Eli Lilly and Company (LLY $1,054.29)
  • $1,054.29 P/E (TTM): 50.27X Cap: $1T
  • View LLY Profile
  • View Questions on LLY
• Parker-Hannifin Corporation (PH $874.49)
  • $874.49 P/E (TTM): 31.52X Cap: $111.48B
  • View PH Profile
  • View Questions on PH
• Finning International Inc. (FTT $75.13)
  • $75.13 P/E (TTM): 14.8X Cap: $9.82B
  • View FTT Profile
  • View Questions on FTT
• Badger Infrastructure Solutions Ltd. (BDGI $76.33)
  • $76.33 P/E (TTM): 31.02X Cap: $2.63B
  • View BDGI Profile
  • View Questions on BDGI
  • View Reports on BDGI
• Flex Ltd. (FLEX $65.01)
  • $65.01 P/E (TTM): 30.58X Cap: $25.07B
  • View FLEX Profile
  • View Questions on FLEX
• Curtiss-Wright Corporation (CW $543.95)
  • $543.95 P/E (TTM): 44.46X Cap: $20.46B
  • View CW Profile
  • View Questions on CW
• RTX Corporation (RTX $179.93)
  • $179.93 P/E (TTM): 36.69X Cap: $244.16B
  • View RTX Profile
  • View Questions on RTX
• GE Vernova Inc. (GEV $686.22)
  • $686.22 P/E (TTM): 109.04X Cap: $184.86B
  • View GEV Profile
  • View Questions on GEV
• Howmet Aerospace Inc. (HWM $195.18)
  • $195.18 P/E (TTM): 55.86X Cap: $79.30B
  • View HWM Profile
  • View Questions on HWM

Q: I'm looking for a growth stock for the long term without too much volatility in either Canada or the US. Can you give me 2 picks and why? If you think there are better alternatives than the ones I've suggested, please provide them.

Upvote 3

Read Answer Asked by Graeme on November 21, 2025

• International Petroleum Corp (Canada) (IPC.O)
  • P/E (TTM): 3.9X
  • View IPC.O Profile
  • View Questions on IPC.O

Q: are the lundins being ignored?

Upvote 1

Read Answer Asked by don on November 21, 2025

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $36.43)
  • $36.43 P/E (TTM): 95.08X Cap: $5.69B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• FirstService Corporation (FSV $212.92)
  • $212.92 P/E (TTM): 51.09X Cap: $9.62B
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV
• American Hotel Income Properties REIT LP (HOT.UN $0.36)
  • $0.36 Cap: $25M
  • View HOT.UN Profile
  • View Questions on HOT.UN
• Dream Industrial Real Estate Investment Trust (DIR.UN $12.18)
  • $12.18 P/E (TTM): 28.09X Cap: $3.55B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN
• Real Matters Inc. (REAL $5.75)
  • $5.75 Cap: $431M
  • View REAL Profile
  • View Questions on REAL
  • View Reports on REAL
• Primaris Real Estate Investment Trust (PMZ.UN $15.45)
  • $15.45 P/E (TTM): 46.45X Cap: $1.82B
  • View PMZ.UN Profile
  • View Questions on PMZ.UN
• Brookfield Corporation Class A Limited (BN $44.99)
  • $44.99 P/E (TTM): 91.28X Cap: $101.73B
  • View BN Profile
  • View Questions on BN

Q: Reviewing recent questions on these coys Considering tax loss sale of car.un and replacing it with more supposedly growthy fsv. Alternatively could add more dir.un which is a keeper for me now. Other name's also in total portfolio but only bn is a keeper. Your views?

Upvote 3

Read Answer Asked by William Ross on November 21, 2025

• Lundin Mining Corporation (LUN $27.91)
  • $27.91 Cap: $23.76B
  • View LUN Profile
  • View Questions on LUN
• TFI International Inc. (TFII $144.82)
  • $144.82 P/E (TTM): 26.72X Cap: $11.83B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• CECO Environmental Corp. (CECO $60.89)
  • $60.89 P/E (TTM): 42.93X Cap: $2.18B
  • View CECO Profile
  • View Questions on CECO
• Galaxy Digital Inc. Class A common stock (GLXY $33.41)
  • $33.41 Cap: $13.21B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: I understand that the stocks are all from different sectors and sizes, but which order would you initiate a position?

Upvote 11

Read Answer Asked by Gary on November 21, 2025