Investment Q&A

• Financial Select Sector SPDR (XLF $52.54)
  • $52.54 P/E (TTM): 21.43X Cap: $52.44B
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• iShares S&P U.S. Financials Index ETF (XUSF $78.64)
  • $78.64 P/E (TTM): 16.92X Cap: $48M
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Q: Good morning,
What are your thoughts on this relatively new ETF in the Financial sector and are there better alternatives that you would recommend?
Thank you.

Upvote 3

Read Answer Asked by Francesco on October 23, 2025

• Blue Owl Capital Inc. Class A (OWL $16.31)
  • $16.31 P/E (TTM): 131.15X Cap: $26.60B
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Q: Has the story and your thoughts changed much on Blue Owl? Given the recent META deal and Dimon comments?

Upvote 2

Read Answer Asked by allan on October 23, 2025

• Vitalhub Corp. (VHI $10.56)
  • $10.56 P/E (TTM): 119.65X Cap: $592M
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• WELL Health Technologies Corp. (WELL $5.04)
  • $5.04 Cap: $1.25B
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• Zoomd Technologies Ltd. (ZOMD $2.62)
  • $2.62 P/E (TTM): 9.94X Cap: $244M
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• Kits Eyecare Ltd. (KITS $14.63)
  • $14.63 P/E (TTM): 133.27X Cap: $469M
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Q: Hello 5i
I have several small positions and am considering consolidating them.
Could you rank the following for growth with above average risk tolerance?
Thank you
Dave

Upvote 3

Read Answer Asked by Dave on October 23, 2025

• BMO S&P 500 Index ETF (ZSP $103.16)
  • $103.16 P/E (TTM): 26.73X Cap: $20.27B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $48.17)
  • $48.17 Cap: $19.72B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $42.46)
  • $42.46 P/E (TTM): 0.19X Cap: $7.20B
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• SPDR S&P 500 ETF Trust (SPY $671.76)
  • $671.76 P/E (TTM): 27.29X Cap: $682.76B
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• INVESCO QQQ Trust (QQQ $610.58)
  • $610.58 P/E (TTM): 36.04X Cap: $391.60B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $113.56)
  • $113.56 P/E (TTM): 35.05X Cap: $1.95B
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Q: If a new Canadian investor wanted to get into the North American market and use low cost index investing to achieve both diversification and simplicity what would you consider for such a portfolio. And if international exposure was desired what could be considered as additions for that.

Upvote 4

Read Answer Asked by dave on October 23, 2025

• EQB Inc. (EQB $89.18)
  • $89.18 P/E (TTM): 10.02X Cap: $3.36B
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Q: Please comment on their announcement and the potential effects on the stock price

Upvote 5

Read Answer Asked by Edgar on October 23, 2025

• QuantumScape Corporation Class A (QS $14.66)
  • $14.66 Cap: $7.68B
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Q: Good day,
By the time you answer my question, the earnings for QS should be available,
Kindly comment on what you see. Positives and negatives,

Thank you,

Upvote 2

Read Answer Asked by Nick on October 23, 2025

• FirstService Corporation (FSV $233.00)
  • $233.00 P/E (TTM): 59.24X Cap: $11.75B
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Q: Your analysis and opinion on earnings please.

Upvote 5

Read Answer Asked by Greg on October 23, 2025

• United Rentals Inc. (URI $914.30)
  • $914.30 P/E (TTM): 25.96X Cap: $63.79B
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Q: Can you please comment on URI’s earnings ? Any optimism or concerns ?

Thank you

Upvote 1

Read Answer Asked by Nick on October 23, 2025

• Whitecap Resources Inc. (WCP $10.50)
  • $10.50 P/E (TTM): 6.97X Cap: $12.58B
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Q: Thoughts on their latest quarter.

Upvote 4

Read Answer Asked by don on October 23, 2025

• Ucore Rare Metals Inc. (UCU $6.26)
  • $6.26 Cap: $606M
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• Neo Performance Materials Inc. (NEO $20.52)
  • $20.52 Cap: $822M
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Q: If looking to invest in rare earth companies does either of the above (or any other) look more attractive?

Upvote 2

Read Answer Asked by Theodore on October 23, 2025

• Constellation Software Inc. (CSU $3,727.91)
  • $3,727.91 P/E (TTM): 89.67X Cap: $78.19B
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• SavvyLong (2X) Constellation Software ETF (CSUU $20.15)
  • $20.15 Cap: $1M
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Q: I see Longpoint has started a 2X leveraged EFT specific to CSU. Can you explain how this ETF works, and where it might be appropriate in ones portfolio.
Also being a new Etf will significant conributiona / withdrawals have any effect on the price of CSU regular shares.
Thanks John

Upvote 4

Read Answer Asked by John on October 23, 2025

• Rockpoint Gas Storage Inc. (RGSI $25.16)
  • $25.16 Cap: $3.36B
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Q: Is Rockpoint planning on paying a dividend?
If so, any idea how much it might be and when it will likely be announced?

Thanks, Rick

Upvote 1

Read Answer Asked by Richard on October 23, 2025

Q: Hi,

You have probably answered this before so apologies if you have.

In general, can you please briefly compare and contrast the following fixed income alternatives?

GICs
Directly held bonds (corporate or government)
Bond ETFs
Bond mutual funds

Thank you so much. Michael

Upvote 5

Read Answer Asked by Michael on October 23, 2025

• Driven Brands Holdings Inc. (DRVN $15.50)
  • $15.50 Cap: $2.60B
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Q: Peter; DRVN just raised substantial money with debt. Does this make it better , or worse , for common shareholders. I’m thinking of selling it and switch to a totally different sector by buying VNP. Thoughts ? Thanks.
Rod

Upvote 3

Read Answer Asked by Rodney on October 23, 2025

• BetaPro S&P/TSX 60 Daily Inverse ETF (CNDI $20.58)
  • $20.58 Cap: $15M
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Q: I'm anticipating a short term market correction. What Canadian listed ETF would you recommend to for an inverse or short position on the TSX as a hedge again a market downturn.

Upvote 2

Read Answer Asked by David on October 23, 2025

• WSP Global Inc. (WSP $281.62)
  • $281.62 P/E (TTM): 45.9X Cap: $36.57B
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• Stantec Inc. (STN $156.48)
  • $156.48 P/E (TTM): 41.78X Cap: $17.92B
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• Calian Group Ltd. (CGY $50.50)
  • $50.50 Cap: $572M
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• KBR Inc. (KBR $44.37)
  • $44.37 P/E (TTM): 16.18X Cap: $5.58B
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• Parsons Corporation (PSN $84.32)
  • $84.32 P/E (TTM): 38.08X Cap: $9B
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Q: Of the above, what company or two do you see as having the best outlook and prospects for share appreciation ?

Upvote 3

Read Answer Asked by Kel on October 23, 2025

• BMO Equal Weight Utilities Index ETF (ZUT $26.98)
  • $26.98 P/E (TTM): 17.63X Cap: $800M
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• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $60.35)
  • $60.35 P/E (TTM): 13.61X Cap: $336M
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• Consumer Staples Select Sector SPDR (XLP $79.35)
  • $79.35 P/E (TTM): 26.55X Cap: $16.14B
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Q: I am under weight in utilities and consumer defensive could you please provide your top picks for each category including stocks and ETFs

Upvote 3

Read Answer Asked by Roy on October 23, 2025

• Hudbay Minerals Inc. (HBM $21.56)
  • $21.56 P/E (TTM): 20.86X Cap: $8.35B
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• Capstone Copper Corp. (CS $11.37)
  • $11.37 P/E (TTM): 78.49X Cap: $8.46B
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Q: hello
I only have a small position in TECK
looking to add to copper in my portfolio

HBM and CS has both pulled back due to metal weakness, gold etc
please give me an entry point for HBM /CS
and if you have a preference
many thanks
Michael

Upvote 7

Read Answer Asked by Michael on October 23, 2025

• CAE Inc. (CAE $40.01)
  • $40.01 P/E (TTM): 30.71X Cap: $12.63B
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• Kraken Robotics Inc. (PNG $6.91)
  • $6.91 P/E (TTM): 115.83X Cap: $2.23B
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• Volatus Aerospace Inc. (FLT $0.68)
  • $0.68 Cap: $415M
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• Draganfly Inc. - Common Shares (DPRO $11.48)
  • $11.48 Cap: $258M
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Q: With the increased interest in defence spending what are the Canadian companies most likely to benefit from this? Are there any listed companies that are manufacturing drones? Are any of these good buys at the moment?

Upvote 5

Read Answer Asked by Anthony on October 23, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $123.37)
  • $123.37 P/E (TTM): 16.15X Cap: $27.49B
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• Parkland Corporation (PKI $40.61)
  • $40.61 P/E (TTM): 23.49X Cap: $6.98B
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Q: Hello,
We currently own Parkland and are wondering if we should be selling prior to the Sunoco takeover? And CGI has been losing ground of late, is it time to move on to a better performer in this space? Any suggestions?
Always appreciate your recommendations and great research.
Thank you... Tom

Upvote 4

Read Answer Asked by Tom on October 23, 2025