Investment Q&A

• Loblaw Companies Limited (L $67.96)
  • $67.96 P/E (TTM): 8.19X Cap: $81.23B
  • View L Profile
  • View Questions on L
• Dollarama Inc. (DOL $188.78)
  • $188.78 P/E (TTM): 40.1X Cap: $51.68B
  • View DOL Profile
  • View Questions on DOL
• Metro Inc. (MRU $96.64)
  • $96.64 P/E (TTM): 27.44X Cap: $20.59B
  • View MRU Profile
  • View Questions on MRU
• North West Company Inc. (The) (NWC $54.69)
  • $54.69 P/E (TTM): 18.06X Cap: $2.60B
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC
• Alimentation Couche-Tard Inc. (ATD $82.95)
  • $82.95 P/E (TTM): 21.56X Cap: $76.79B
  • View ATD Profile
  • View Questions on ATD
• Caseys General Stores Inc. (CASY $663.88)
  • $663.88 P/E (TTM): 39.85X Cap: $24.60B
  • View CASY Profile
  • View Questions on CASY

Q: ATD has not really done much for some time now. What stock would you recommend to replace it at this time.

Upvote 9

Read Answer Asked by shirley on September 09, 2025

• ISHARES BITCOIN TR (IBIT $37.05)
  • $37.05 Cap: $49.79B
  • View IBIT Profile
  • View Questions on IBIT

Q: Owning crypto ETF’s vs actual coins: If Bitcoin, for example, goes to $200,000 from its current level would we expect the same Percentage increase in the value of a bitcoin etf?

Thanks.

Upvote 5

Read Answer Asked by Donald on September 09, 2025

• North West Company Inc. (The) (NWC $54.69)
  • $54.69 P/E (TTM): 18.06X Cap: $2.60B
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC
• Russel Metals Inc. (RUS $46.93)
  • $46.93 P/E (TTM): 17.66X Cap: $2.62B
  • View RUS Profile
  • View Questions on RUS

Q: Looking to add one of the above for a 2 to 3 year hold and would like your analysis,outlook , recommendation and entry price for each. Thanx.

Upvote 4

Read Answer Asked by Steve on September 09, 2025

• Astera Labs Inc. (ALAB $126.58)
  • $126.58 P/E (TTM): 65.32X Cap: $21.37B
  • View ALAB Profile
  • View Questions on ALAB

Q: Astera Labs has been running nicely. Your thoughts on the near term, take profits or let it run?

Upvote 3

Read Answer Asked by Shelley on September 09, 2025

• Zedcor Inc. (ZDC $5.92)
  • $5.92 P/E (TTM): 444.29X Cap: $624M
  • View ZDC Profile
  • View Questions on ZDC
• Galaxy Digital Inc. Class A common stock (GLXY $27.41)
  • $27.41 Cap: $10.70B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• ADF Group Inc. Subordinate Voting Shares (DRX $9.70)
  • $9.70 P/E (TTM): 9.83X Cap: $276M
  • View DRX Profile
  • View Questions on DRX
• Propel Holdings Inc. (PRL $24.81)
  • $24.81 P/E (TTM): 11.36X Cap: $976M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: I currently hold ADF Group and Propel holdings in my TFSA. I am considering selling these and adding to Galaxy Digital and Zedcor, which I have very small positions in. The objective would be better growth. I would appreciate your comments.

Upvote 6

Read Answer Asked by Richard on September 09, 2025

• Construction Partners Inc. (ROAD $134.77)
  • $134.77 P/E (TTM): 61.28X Cap: $7.61B
  • View ROAD Profile
  • View Questions on ROAD
• Shift4 Payments Inc. Class A (FOUR $54.57)
  • $54.57 P/E (TTM): 27.58X Cap: $4.83B
  • View FOUR Profile
  • View Questions on FOUR
• AppFolio Inc. (APPF $175.93)
  • $175.93 P/E (TTM): 46.07X Cap: $6.46B
  • View APPF Profile
  • View Questions on APPF

Q: Hello, you have recommended all of these in the past. Given the current valuations, what would you suggest as current entry prices, and why? Especially with a focus on ROAD if you could. Thank you!

Upvote 6

Read Answer Asked by GeeMac on September 09, 2025

• Thomson Reuters Corporation (TRI $116.76)
  • $116.76 P/E (TTM): 22.34X Cap: $51.93B
  • View TRI Profile
  • View Questions on TRI

Q: I have held TRI for many years. Its share price is up over 700%. since I have owned it. I was wondering, given its recent price decline, whether you think its day has come and gone or if you think it still has future growth.

Many thanks for your imput.

Upvote 10

Read Answer Asked by John on September 09, 2025

• Nebius Group N.V. (NBIS $89.73)
  • $89.73 Cap: $21.36B
  • View NBIS Profile
  • View Questions on NBIS
• CoreWeave Inc. (CRWV $95.70)
  • $95.70 Cap: $47.68B
  • View CRWV Profile
  • View Questions on CRWV

Q: Wow….up $30 this morning on $17 billion contract with Microsoft. Can it surpass Coreweave? How far can this baby go up.
And thank you! Nebius is paying for a winter vacation!

Upvote 16

Read Answer Asked by Helen on September 09, 2025

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $79.72)
  • $79.72 P/E (TTM): 32.93X Cap: $38.99B
  • View TECK.B Profile
  • View Questions on TECK.B

Q: Thoughts on merger with Anglo American please. Do i sell into this strength for teck, noting they are minority owners?

Thank you

Upvote 4

Read Answer Asked by Brad on September 09, 2025

• Information Services Corporation Class A Limited Voting Shares (ISC $43.76)
  • $43.76 P/E (TTM): 29.97X Cap: $818M
  • View ISC Profile
  • View Questions on ISC

Q: ISC catching a bid today after announcing a strategic review, based on it still appearing relatively cheap and a theoretical exercise only, what would be a reasonable potential takeout price?

Upvote 1

Read Answer Asked by Art on September 09, 2025

Q: Peter;
How does gold react in a stagflation environment? Thanks.
Rod

Upvote 6

Read Answer Asked by Rodney on September 09, 2025

Q: USA listed companies purchased in CAD.

Is there any merit (or is it even possible) to transfer these stocks to the US side of the ledger?

Thanks,

Upvote 5

Read Answer Asked by Donald on September 09, 2025

• Zedcor Inc. (ZDC $5.92)
  • $5.92 P/E (TTM): 444.29X Cap: $624M
  • View ZDC Profile
  • View Questions on ZDC

Q: Zedcore (ZDC) has a share price of just over $4. So, one may have to buy a lot of shares to hold a decent sized position. Is there a maximum number of shares you would hold? Or should one focus on the dollar size of the position only? Thanks.

Upvote 9

Read Answer Asked by Kim on September 09, 2025

• iShares Global Agriculture Index ETF (COW $73.83)
  • $73.83 P/E (TTM): 18.47X Cap: $262M
  • View COW Profile
  • View Questions on COW

Q: Good afternoon,

I am looking for an etf that focuses on the livestock or agriculture sector with companies all over the world. Do you have any recommendations?

Thanks as always

Upvote 2

Read Answer Asked by Aidan on September 09, 2025

• Lundin Mining Corporation (LUN $35.21)
  • $35.21 Cap: $30.15B
  • View LUN Profile
  • View Questions on LUN

Q: It's at a 30 year high it seems like, it is hitting the upward end of analysts price targets and there is recent insider selling by the CFO. Should I just take my profits and buy lower? or is there a better stock to buy in the sector? And if there is what's a good price to get in on your "better stock"?

Thank you

Upvote 5

Read Answer Asked by James on September 09, 2025

• Condor Energies Inc. (CDR $1.82)
  • $1.82 Cap: $129M
  • View CDR Profile
  • View Questions on CDR

Q: Can you comment on Condor Energies (CDR) and the recent insider buying. Is it an interesting company? or should I take a pass?

Upvote 1

Read Answer Asked by James on September 09, 2025

• Select STOXX Europe Aerospace & Defense ETF (EUAD $44.59)
  • $44.59 P/E (TTM): 207.44X Cap: $1.38B
  • View EUAD Profile
  • View Questions on EUAD

Q: With the Canadian government planning to spend more on defense, which are the top Canadian and European companies that would benefit.

Upvote 1

Read Answer Asked by Chant on September 09, 2025

• DoorDash Inc. (DASH $161.14)
  • $161.14 P/E (TTM): 88.18X Cap: $78.64B
  • View DASH Profile
  • View Questions on DASH

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

Upvote 2

Read Answer Asked by Patricia on September 09, 2025

• FirstService Corporation (FSV $204.51)
  • $204.51 P/E (TTM): 50.81X Cap: $9.34B
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV

Q: Seeking your view on FSV valuation and momentum prospects for next 18 to 36 months.

Upvote 7

Read Answer Asked by William Ross on September 09, 2025

• Amrize Ltd (AMRZ $58.39)
  • $58.39 P/E (TTM): 29.53X Cap: $32.30B
  • View AMRZ Profile
  • View Questions on AMRZ

Q: what is your assessment of this company thanks Richard

Upvote 1

Read Answer Asked by richard on September 09, 2025