Investment Q&A

• Comfort Systems USA Inc. (FIX $971.50)
  • $971.50 P/E (TTM): 40.63X Cap: $29.10B
  • View FIX Profile
  • View Questions on FIX

Q: What do you think of the earnings announcement on Oct 23rd?

They also increased the dividend by 20%. My notes show this is the 4th time this year they have announced an increase to the dividend (Feb, April, July and October).

Upvote 1

Read Answer Asked by Paul on October 24, 2025

• Celestica Inc. (CLS $395.83)
  • $395.83 P/E (TTM): 60.19X Cap: $45.53B
  • View CLS Profile
  • View Questions on CLS
• goeasy Ltd. (GSY $162.87)
  • $162.87 P/E (TTM): 9.59X Cap: $2.61B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Kraken Robotics Inc. (PNG $6.91)
  • $6.91 P/E (TTM): 121.67X Cap: $2.11B
  • View PNG Profile
  • View Questions on PNG
• Zedcor Inc. (ZDC $6.34)
  • $6.34 P/E (TTM): 367.65X Cap: $667M
  • View ZDC Profile
  • View Questions on ZDC
• Galaxy Digital Inc. Class A common stock (GLXY $56.20)
  • $56.20 Cap: $20.32B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: hi,
what are your current top 5 stocks to BUY today from the growth portfolio ( in TFSA ).
cheers and thanks, Chris

Upvote 7

Read Answer Asked by chris on October 24, 2025

• Financial Select Sector SPDR (XLF $52.54)
  • $52.54 P/E (TTM): 21.43X Cap: $52.55B
  • View XLF Profile
  • View Questions on XLF
• iShares S&P U.S. Financials Index ETF (XUSF $79.12)
  • $79.12 P/E (TTM): 16.92X Cap: $48M
  • View XUSF Profile
  • View Questions on XUSF

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 2

Read Answer Asked by Francesco on October 23, 2025

• Blue Owl Capital Inc. Class A (OWL $16.78)
  • $16.78 P/E (TTM): 132.08X Cap: $25.27B
  • View OWL Profile
  • View Questions on OWL

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): 121.41X Cap: $592M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• WELL Health Technologies Corp. (WELL $5.04)
  • $5.04 Cap: $1.27B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Zoomd Technologies Ltd. (ZOMD $2.62)
  • $2.62 P/E (TTM): 10.93X Cap: $261M
  • View ZOMD Profile
  • View Questions on ZOMD
• Kits Eyecare Ltd. (KITS $14.63)
  • $14.63 P/E (TTM): 132.82X Cap: $470M
  • View KITS Profile
  • View Questions on KITS

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 4

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: $20.39B
  • View ZSP Profile
  • View Questions on ZSP
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $48.17)
  • $48.17 Cap: $19.82B
  • View XIC Profile
  • View Questions on XIC
• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $42.46)
  • $42.46 P/E (TTM): 0.19X Cap: $7.25B
  • View VIU Profile
  • View Questions on VIU
• SPDR S&P 500 ETF Trust (SPY $671.76)
  • $671.76 P/E (TTM): 27.29X Cap: $682.76B
  • View SPY Profile
  • View Questions on SPY
• INVESCO QQQ Trust (QQQ $610.58)
  • $610.58 P/E (TTM): 36.04X Cap: $394.89B
  • View QQQ Profile
  • View Questions on QQQ
• BMO Nasdaq 100 Equity Index ETF (ZNQ $113.56)
  • $113.56 P/E (TTM): 35.05X Cap: $1.95B
  • View ZNQ Profile
  • View Questions on ZNQ

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 6

Read Answer Asked by dave on October 23, 2025

• EQB Inc. (EQB $89.18)
  • $89.18 P/E (TTM): 9.96X Cap: $3.41B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB

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: $8.29B
  • View QS Profile
  • View Questions on QS

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): 59.03X Cap: $10.61B
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV

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): 25.68X Cap: $58.17B
  • View URI Profile
  • View Questions on URI

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): 7.0X Cap: $12.93B
  • View WCP Profile
  • View Questions on WCP

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
  • View UCU Profile
  • View Questions on UCU
• Neo Performance Materials Inc. (NEO $20.52)
  • $20.52 Cap: $854M
  • View NEO Profile
  • View Questions on NEO

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): 89.95X Cap: $79B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• SavvyLong (2X) Constellation Software ETF (CSUU $20.15)
  • $20.15 Cap: $1M
  • View CSUU Profile
  • View Questions on CSUU

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 5

Read Answer Asked by John on October 23, 2025

• Rockpoint Gas Storage Inc. (RGSI $25.32)
  • $25.32 Cap: $3.36B
  • View RGSI Profile
  • View Questions on RGSI

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
  • View DRVN Profile
  • View Questions on DRVN

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
  • View CNDI Profile
  • View Questions on CNDI

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): 45.59X Cap: $36.75B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Stantec Inc. (STN $156.48)
  • $156.48 P/E (TTM): 41.36X Cap: $17.84B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• Calian Group Ltd. (CGY $50.50)
  • $50.50 Cap: $572M
  • View CGY Profile
  • View Questions on CGY
• KBR Inc. (KBR $44.37)
  • $44.37 P/E (TTM): 15.77X Cap: $5.58B
  • View KBR Profile
  • View Questions on KBR
• Parsons Corporation (PSN $84.32)
  • $84.32 P/E (TTM): 36.86X Cap: $9B
  • View PSN Profile
  • View Questions on PSN

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: $801M
  • View ZUT Profile
  • View Questions on ZUT
• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $60.35)
  • $60.35 P/E (TTM): 13.61X Cap: $336M
  • View XST Profile
  • View Questions on XST
• Consumer Staples Select Sector SPDR (XLP $79.35)
  • $79.35 P/E (TTM): 26.55X Cap: $16.06B
  • View XLP Profile
  • View Questions on XLP

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): 20.63X Cap: $8.52B
  • View HBM Profile
  • View Questions on HBM
• Capstone Copper Corp. (CS $11.37)
  • $11.37 P/E (TTM): 79.27X Cap: $8.66B
  • View CS Profile
  • View Questions on CS

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