Investment Q&A

• Lockheed Martin Corporation (LMT $642.28)
  • $642.28 P/E (TTM): 29.61X Cap: $147.77B
  • View LMT Profile
  • View Questions on LMT
• Suncor Energy Inc. (SU $85.13)
  • $85.13 P/E (TTM): 17.31X Cap: $101.04B
  • View SU Profile
  • View Questions on SU
• Cenovus Energy Inc. (CVE $32.88)
  • $32.88 P/E (TTM): 15.02X Cap: $61.92B
  • View CVE Profile
  • View Questions on CVE
• CAE Inc. (CAE $37.75)
  • $37.75 P/E (TTM): 32.93X Cap: $12.14B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE
• Stantec Inc. (STN $122.27)
  • $122.27 P/E (TTM): 28.98X Cap: $13.94B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $67.10)
  • $67.10 P/E (TTM): 24.39X Cap: $32.95B
  • View TECK.B Profile
  • View Questions on TECK.B
• North West Company Inc. (The) (NWC $54.24)
  • $54.24 P/E (TTM): 18.7X Cap: $2.57B
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC
• Agnico Eagle Mines Limited (AEM $268.76)
  • $268.76 P/E (TTM): 23.79X Cap: $134.65B
  • View AEM Profile
  • View Questions on AEM
• iShares U.S. Aerospace & Defense ETF (ITA $231.43)
  • $231.43 P/E (TTM): 20.14X Cap: $14.31B
  • View ITA Profile
  • View Questions on ITA

Q: I'm looking for suggestions for stocks or ETFs that would benefit from increased investment in the north (either infrastructure-, defense- or resource-related). Do you have any suggestions of opportunities that warrant further investigation for a 'northern/artic play'? I can't help but feel that all the talk south of the border about Greenland, Canadian resources, etc. that someone will be spending substantially more in the north over the next 4 years...

Upvote 6

Read Answer Asked by Jordan on January 17, 2025

• Freeport-McMoRan Inc. (FCX $55.45)
  • $55.45 P/E (TTM): 38.22X Cap: $79.69B
  • View FCX Profile
  • View Questions on FCX

Q: I recently purchased FCX and watched it go down 20%. What is the reason? Is it time to add? Is more patience required?
Thanks!

Upvote 6

Read Answer Asked by ALBERT on January 17, 2025

• South Bow Corporation (SOBO $45.75)
  • $45.75 P/E (TTM): 20.34X Cap: $9.54B
  • View SOBO Profile
  • View Questions on SOBO

Q: Your general opinion, and does SOBO have much in U.S. operations?

Upvote 5

Read Answer Asked by James on January 17, 2025

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $60.02)
  • $60.02 P/E (TTM): 32.77X Cap: $4.35B
  • View XQQ Profile
  • View Questions on XQQ
• INVESCO QQQ Trust (QQQ $594.90)
  • $594.90 P/E (TTM): 33.2X Cap: $384.90B
  • View QQQ Profile
  • View Questions on QQQ

Q: Hello, For both registered and unregistered accounts for say 10 years time frame, which one would you recommend ? QQQ or S&P500.? Also, would you suggest hedged or unhedged?
Thanks
Carlo

Upvote 4

Read Answer Asked by Carlo on January 17, 2025

• NVIDIA Corporation (NVDA $180.40)
  • $180.40 P/E (TTM): 37.13X Cap: $4.38T
  • View NVDA Profile
  • View Questions on NVDA
• Vertiv Holdings LLC Class A (VRT $264.71)
  • $264.71 P/E (TTM): 78.71X Cap: $101.27B
  • View VRT Profile
  • View Questions on VRT

Q: Hi. Do you still see AI story intact for 2025? If so, what stocks would you buy? thanks,

J

Upvote 8

Read Answer Asked by John on January 17, 2025

• Topicus.com Inc. (TOI $97.08)
  • $97.08 P/E (TTM): 308.43X Cap: $12.58B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Your thoughts please on the latest TOI acquisition? Looks to be fairly sizable.

Thx

Upvote 13

Read Answer Asked by blake on January 17, 2025

• Apple Inc. (AAPL $249.94)
  • $249.94 P/E (TTM): 32.18X Cap: $3.66T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $209.87)
  • $209.87 P/E (TTM): 30.01X Cap: $2.25T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $306.30)
  • $306.30 P/E (TTM): 28.62X Cap: $3.72T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $391.79)
  • $391.79 P/E (TTM): 24.98X Cap: $2.90T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $180.40)
  • $180.40 P/E (TTM): 37.13X Cap: $4.38T
  • View NVDA Profile
  • View Questions on NVDA

Q: Apple and Microsoft have grown to be well over 10% of my portfolio. I do not have Google or Amazon. Would you rebalance the 4 stocks into 4 equal parts? I also own NVDA.

Upvote 11

Read Answer Asked by Bryan on January 17, 2025

• TMX Group Limited (X $49.43)
  • $49.43 P/E (TTM): 33.11X Cap: $13.75B
  • View X Profile
  • View Questions on X
  • View Reports on X

Q: Outlook for Tmx group,reasoning and recommended entry price please. Thanx.

Upvote 5

Read Answer Asked by Steve on January 17, 2025

• Mogotes Metals Inc. (MOG $0.38)
  • $0.38 Cap: $153M
  • View MOG Profile
  • View Questions on MOG

Q: Good morning,

Looking for your insights on MOG after recent announcement please.
Would you consider as a speculative buy?

Thank you.

Upvote 1

Read Answer Asked by Brad on January 17, 2025

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Is there a formula or methodology that leans towards simple vs. Complex to determine the respective PEG ratio? Thank you

Upvote 5

Read Answer Asked by Bevan on January 17, 2025

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Further to Brian's question today regarding sector allocations for growth and balanced portfolios, what would be your recommended sector allocations if USA and International equities are included in the portfolios?

Upvote 3

Read Answer Asked by Michael on January 17, 2025

• Symbotic Inc. (SYM $50.06)
  • $50.06 Cap: $30.14B
  • View SYM Profile
  • View Questions on SYM

Q: Between December and now, has your view of SYM changed? Have they cleaned up their issues that caused the drop in November? The short ratio is still quite high. Your overall thoughts would be appreciated. Thanks.

Upvote 1

Read Answer Asked by Alex on January 17, 2025

Q: Everyone, what surprises you the most about price targets and ratings? Clayton

Upvote 13

Read Answer Asked by Clayton on January 17, 2025

• NVIDIA Corporation (NVDA $180.40)
  • $180.40 P/E (TTM): 37.13X Cap: $4.38T
  • View NVDA Profile
  • View Questions on NVDA

Q: NVDX Can you tell me anything about this ETF. I see no data. Is it investible?

Upvote 2

Read Answer Asked by Helen on January 17, 2025

• Celestica Inc. (CLS $376.13)
  • $376.13 P/E (TTM): 39.65X Cap: $43.24B
  • View CLS Profile
  • View Questions on CLS
• Datadog Inc. (DDOG $131.26)
  • $131.26 P/E (TTM): 415.71X Cap: $46.44B
  • View DDOG Profile
  • View Questions on DDOG

Q: Hi Folks!

Could you tell me what the 24 month expected growth is for Datadog and Celestica? Do you see this as a good entry point or are these companies expensive based on your metrics? They have had quite the run up.
Would you wait for a pull back or be fine hopping in now.
This is for a 2-3 year hold.

Thanks so much for all you do!

Upvote 8

Read Answer Asked by Josh on January 17, 2025

• WELL Health Technologies Corp. (WELL $4.21)
  • $4.21 Cap: $1.06B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: When does WELL release the year end results.

Upvote 3

Read Answer Asked by Robert on January 17, 2025

• FuboTV Inc. Class A (FUBO $1.14)
  • $1.14 P/E (TTM): 2.49X Cap: $1.48B
  • View FUBO Profile
  • View Questions on FUBO

Q: Is Fubo a good buy today?

Upvote 1

Read Answer Asked by Danielle on January 17, 2025

• Lumine Group Inc. (LMN $24.40)
  • $24.40 P/E (TTM): 96.23X Cap: $6.26B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: I have a half position in LMN - with the current dip would you recommend topping it up or is there another stock you prefer?

Upvote 8

Read Answer Asked by TK on January 17, 2025

• Intact Financial Corporation (IFC $255.11)
  • $255.11 P/E (TTM): 13.91X Cap: $45.29B
  • View IFC Profile
  • View Questions on IFC
• Thomson Reuters Corporation (TRI $129.02)
  • $129.02 P/E (TTM): 28.9X Cap: $57.26B
  • View TRI Profile
  • View Questions on TRI
• Brookfield Corporation Class A Limited Voting Shares (BN $53.89)
  • $53.89 P/E (TTM): 80.1X Cap: $120.55B
  • View BN Profile
  • View Questions on BN

Q: Good day ..
can u please provide me 3 names u would dollar cost average into on a monthly basis into a tfsa for a five -10 year time frame . Park and forget .
Thank u
Mark

Upvote 17

Read Answer Asked by Mark on January 17, 2025

• Intuitive Surgical Inc. (ISRG $477.73)
  • $477.73 P/E (TTM): 61.34X Cap: $169.65B
  • View ISRG Profile
  • View Questions on ISRG

Q: Your comments please on recent earnings. The stock is expensive as per past comments, but would you continue to accumulate.

Thanks

Upvote 4

Read Answer Asked by Greg on January 17, 2025