Investment Q&A

• Broadcom Inc. (AVGO $310.96)
  • $310.96 P/E (TTM): 113.82X Cap: $1.47T
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• International Business Machines Corporation (IBM $240.18)
  • $240.18 P/E (TTM): 38.24X Cap: $218.69B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $130.62)
  • $130.62 P/E (TTM): 17.32X Cap: $29.05B
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• Stella-Jones Inc. (SJ $77.25)
  • $77.25 P/E (TTM): 12.8X Cap: $4.26B
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• Topicus.com Inc. (TOI $170.00)
  • $170.00 P/E (TTM): 84.53X Cap: $22.44B
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Q: I would like to know which stocks you would add to my portfolio as I head into retirement needing dividends but also would like to have growth. If none of the mentioned are options, which would you recommend?

Upvote 9

Read Answer Asked by Leah on April 25, 2025

• MDA Space Ltd. (MDA $42.76)
  • $42.76 P/E (TTM): 53.94X Cap: $5.30B
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Q: Hi 5i,

Would like to get your thoughts and outlook on MDA. Would you initiate a position in it today?

I'm looking to hold long term.

Thanks,
Kyle


Thanks,
Kyle

Upvote 3

Read Answer Asked by Kyle on April 25, 2025

• Aecon Group Inc. (ARE $20.60)
  • $20.60 Cap: $1.30B
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Q: What is your view of ARE? Legacy projects are crushing earnings but otherwise things seem positive. Would this be a good time to step in or have there been too many disappointments?

Upvote 1

Read Answer Asked by Curtis on April 25, 2025

• WELL Health Technologies Corp. (WELL $4.95)
  • $4.95 Cap: $1.20B
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Q: When do you expect Well to release first quarter results?

Upvote 4

Read Answer Asked by Robert on April 25, 2025

• Eli Lilly and Company (LLY $652.17)
  • $652.17 P/E (TTM): 51.69X Cap: $605.19B
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• WSP Global Inc. (WSP $282.37)
  • $282.37 P/E (TTM): 45.63X Cap: $36.93B
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• Novo Nordisk A/S (NVO $51.02)
  • $51.02 P/E (TTM): 14.07X Cap: $363.68B
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Q: Any reason for big sale on Wsp? Is there any reason not to add to it. I have a very small position in NVO . Which has become smaller..is there any reason to add to it?or would you consider selling it and buying Lly instead. Thanks. Shyam

Upvote 4

Read Answer Asked by Shyam on April 25, 2025

• WSP Global Inc. (WSP $282.37)
  • $282.37 P/E (TTM): 45.63X Cap: $36.93B
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Q: If CDPQ continues to own 14%, after sale of 1.6% interest and still being the largest shareholder of WSP Global, would you consider the 4% drop as a nice opportunity to add ?

Thank You

Upvote 3

Read Answer Asked by rajeev on April 25, 2025

• Vertiv Holdings LLC Class A (VRT $136.30)
  • $136.30 P/E (TTM): 81.3X Cap: $54.88B
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• Nebius Group N.V. (NBIS $70.91)
  • $70.91 Cap: $17.93B
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Q: Which offers the best return over the next 5 years, Nbis or Vrt?

Upvote 10

Read Answer Asked by Terry on April 25, 2025

• AbbVie Inc. (ABBV $200.76)
  • $200.76 P/E (TTM): 84.89X Cap: $350.90B
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• Eli Lilly and Company (LLY $652.17)
  • $652.17 P/E (TTM): 51.69X Cap: $605.19B
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• Merck & Company Inc. (MRK $82.39)
  • $82.39 P/E (TTM): 11.66X Cap: $200.57B
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Q: MRK was a recommendation for stable US and health exposure, but has seen a major drawdown in 6 moths. Any insight you can offer on current challenges and whether they have a path to recover? Or should it be replaced?

Upvote 3

Read Answer Asked by Gary on April 25, 2025

• Agnico Eagle Mines Limited (AEM $185.32)
  • $185.32 P/E (TTM): 41.96X Cap: $93.78B
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Q: This Co pays dividend in USD. In a Non Regd account, does it make sense to hold the shares on the USD side or CDN ?

Thank You

Upvote 2

Read Answer Asked by rajeev on April 25, 2025

• Axon Enterprise Inc. (AXON $751.03)
  • $751.03 P/E (TTM): 198.04X Cap: $60.33B
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• Curtiss-Wright Corporation (CW $493.45)
  • $493.45 P/E (TTM): 41.31X Cap: $19.19B
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• Comfort Systems USA Inc. (FIX $688.95)
  • $688.95 P/E (TTM): 35.63X Cap: $25.35B
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• Construction Partners Inc. (ROAD $114.08)
  • $114.08 P/E (TTM): 83.5X Cap: $6.59B
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• Sterling Infrastructure Inc. (STRL $292.05)
  • $292.05 P/E (TTM): 31.54X Cap: $9.38B
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• IES Holdings Inc. (IESC $342.00)
  • $342.00 P/E (TTM): 33.67X Cap: $6.86B
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• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
  • P/E (TTM): 52.75X
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• Trane Technologies plc (TT $428.35)
  • $428.35 P/E (TTM): 33.97X Cap: $97.67B
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Q: Is it too early in the tariff war to buy these 'growthy' names? If not, can you suggest two choices (prioritizing consistent earnings) and why you chose them?

Upvote 8

Read Answer Asked by Graeme on April 25, 2025

• Vertiv Holdings LLC Class A (VRT $136.30)
  • $136.30 P/E (TTM): 81.3X Cap: $54.88B
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Q: Can you comment on Vertiv's earnings and the outlook for the stock? Positive market reaciton but how much of that is the market itself generally being up?
Thanks.

Upvote 5

Read Answer Asked by Martin on April 25, 2025

• WSP Global Inc. (WSP $282.37)
  • $282.37 P/E (TTM): 45.63X Cap: $36.93B
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Q: Announced yesterday that a large holder of WSP is divesting a significant chunk of shares but will still hold a very large position. This is probably rebalancing their portfolio but what impact if any will this have going forward. Price today is down $9.

Upvote 2

Read Answer Asked on April 25, 2025

• Goosehead Insurance Inc. (GSHD $86.07)
  • $86.07 P/E (TTM): 75.96X Cap: $3.27B
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Q: Is there anything from the recent GSHD earnings that impact your outlook for the company?

Upvote 2

Read Answer Asked by Andrew on April 25, 2025

• Vanguard FTSE Emerging Markets ETF (VWO $51.80)
  • $51.80 P/E (TTM): 5.37X Cap: $92.25B
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• Vanguard Total International Stock (VXUS $71.39)
  • $71.39 P/E (TTM): 0.5X Cap: $96.83B
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• Vanguard FTSE Developed Markets ETF (VEA $58.64)
  • $58.64 P/E (TTM): 22.82X Cap: $165.16B
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• Invesco CurrencyShares Euro Trust (FXE $108.09)
  • $108.09 Cap: $533M
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• Invesco CurrencyShares Japanese Yen Trust (FXY $62.53)
  • $62.53 P/E (TTM): 8.43X Cap: $563M
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Q: I would like to hedge my US Investments from a falling US dollar. I have USD cash to deploy and I am looking at IGOV the IShares International Treasury Bond ETF and BWX the SPDR Bloomberg International Treasury Bond ETF. What do you think of these ETF's as hedges to the USD, and do you have any alternative solutions? Thank you for your assistance.

Upvote 3

Read Answer Asked by John on April 25, 2025

• TFI International Inc. (TFII $124.69)
  • $124.69 P/E (TTM): 19.61X Cap: $10.15B
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Q: Very curious about your response yesterday on TFI International when you stated "Backhaul is really bad, but this is also a tariff situation (nothing is coming back to Canada)." What would these truckers normally haul back to Canada i.e. industrial or consumer products? Just curious if the Canadian sentiment to avoid buying US goods is having an impact.

Upvote 4

Read Answer Asked by Brendon on April 25, 2025

• QUALCOMM Incorporated (QCOM $155.09)
  • $155.09 P/E (TTM): 14.3X Cap: $165.87B
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• Corning Incorporated (GLW $65.48)
  • $65.48 P/E (TTM): 69.13X Cap: $56.32B
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• International Business Machines Corporation (IBM $240.18)
  • $240.18 P/E (TTM): 38.24X Cap: $218.69B
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Q: For a 4% total allocation to an income portfolio, would you own both GLW and IBM or just one? Or is there some other name you prefer?

Upvote 3

Read Answer Asked by Gregory on April 25, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $130.62)
  • $130.62 P/E (TTM): 17.32X Cap: $29.05B
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• Dollarama Inc. (DOL $190.60)
  • $190.60 P/E (TTM): 43.96X Cap: $53.06B
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• Kinaxis Inc. (KXS $199.72)
  • $199.72 P/E (TTM): 166.52X Cap: $5.59B
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• goeasy Ltd. (GSY $209.30)
  • $209.30 P/E (TTM): 12.42X Cap: $3.37B
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• TerraVest Industries Inc. (TVK $150.38)
  • $150.38 P/E (TTM): 40.52X Cap: $3.16B
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• Endeavour Mining plc Ordinary Shares (EDV $45.71)
  • $45.71 P/E (TTM): 54.77X Cap: $11B
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• Celestica Inc. (CLS $206.98)
  • $206.98 P/E (TTM): 45.9X Cap: $24.54B
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• Sun Life Financial Inc. (SLF $58.02)
  • $58.02 P/E (TTM): 14.34X Cap: $32.73B
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• MDA Space Ltd. (MDA $42.76)
  • $42.76 P/E (TTM): 53.94X Cap: $5.30B
  • View MDA Profile
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Q: I have some money to invest. Could you please let me know, in order of best stocks to buy.

Upvote 18

Read Answer Asked by Dorothy on April 25, 2025

Q: Hello! What is your opinion of CanFirst investing? Looks a bit too good to be true.

Upvote 1

Read Answer Asked by Lynn on April 25, 2025

• Aecon Group Inc. (ARE $20.60)
  • $20.60 Cap: $1.30B
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Q: With Aecon being down roughly 50% in the last 3 months do you it’s a buy here and do you see any further downside,your thoughts on the company…Thanks

Upvote 2

Read Answer Asked by Greg on April 25, 2025

• Berkshire Hathaway Inc. (BRK.B $476.81)
  • $476.81 P/E (TTM): 15.93X Cap: $1.01T
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• Berkshire Hathaway CDR (CAD Hedged) (BRK $35.34)
  • $35.34 P/E (TTM): 0.01X Cap: $1.38T
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Q: I am living in Canada now, and using $CAD most of the time. Due to the Tariff, I worry about the USD will be weak and CAD may become stronger in further. Therefore, I would like to sell 1/3 of BRK.B and covert to all CAD. Also, what kind of Canadian stocks should I buy, which able to have better return like BRK.B? Also, do you think the BRK.B is still able to strong under the Tariff situation. Would you please kindly advise.

Upvote 9

Read Answer Asked by kwokwai on April 25, 2025