Investment Q&A

• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $34.75)
  • $34.75 P/E (TTM): 53.39X Cap: $16.17B
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Q: I own all the various Brookfield entities on the US side of my TD Waterhouse accounts. I did this to ensure I receive the USD dividends without paying exchange fees to convert them to CDN. Recent Q&As have confused me:
- are there instances where the currency conversion still happens even though the stocks are held on the USD side?
- if so, how do I avoid that
- can you confirm what the current yield is for each Brookfield entity and if its paid in USD or CDN

Thanks

Upvote 4

Read Answer Asked by Scott on November 12, 2025

• Kits Eyecare Ltd. (KITS $17.60)
  • $17.60 P/E (TTM): 154.18X Cap: $565M
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Q: Your thoughts on the latest quarter,I know your not a fan of averaging down but do you think for a 1-2 year hold this company potential to get back to its recent highs.Basically is their also much growth in their future,thanks

Upvote 3

Read Answer Asked by Greg on November 12, 2025

• Rockpoint Gas Storage Inc. (RGSI $27.66)
  • $27.66 Cap: $3.67B
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Q: hi folks, can please get your updated thoughts on Rockpoint gas storage rgsi/t, since IPO and Q2/26 results (end 30/9/25)....are you positive on Natural Gas going forward into 2026, and rate the stock as Buy/Hold/Sell,,,,thx as always, jb

Upvote 4

Read Answer Asked by John on November 12, 2025

• Meta Platforms Inc. (META $644.23)
  • $644.23 P/E (TTM): 28.79X Cap: $1.62T
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• Constellation Software Inc. (CSU $3,285.39)
  • $3,285.39 P/E (TTM): 75.28X Cap: $69.04B
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Q: Gentlemen;
If you could only buy one stock which one would you buy today, META or CSU, with a 3 year investment horizon for total return?

Upvote 17

Read Answer Asked by Ronald on November 12, 2025

• Imperial Metals Corporation (III $8.28)
  • $8.28 P/E (TTM): 7.45X Cap: $1.47B
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Q: I would appreciate your analysis of this company. The most recent quarterly report looked impressive, but I'm very weak in understanding mining companies.

Upvote 2

Read Answer Asked by Murray on November 12, 2025

• TELUS Corporation (T $17.63)
  • $17.63 Cap: $27.29B
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Q: new dividend change
2025-11-07 Telus (T) said Friday that third-quarter adjusted earnings fell as operating revenue stayed flat.
The company also raised its dividend by 4%, to $0.42.

Upvote 7

Read Answer Asked by Madeline on November 12, 2025

• TELUS Corporation (T $17.63)
  • $17.63 Cap: $27.29B
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Q: So Veritas apparently issued a report that says Telus can’t cover its dividend. They were on BNN saying same:

https://youtu.be/2zA0wBCMmbk?si=LNQEIs0J8r-IvL5L

Thoughts?

Upvote 12

Read Answer Asked by Mark on November 12, 2025

• Theralase Technologies Inc. (TLT $0.16)
  • $0.16 Cap: $41M
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Q: TLT has recently announced promising results for Rutherin, the molecule it is testing. E.g. "Enhanced Tumor Destruction: Radiation-activated Rutherrin® achieved a 100-fold increase in cancer cell kill versus radiation therapy alone." But it is tiny, with a multi-year path to final results and depends on raising further capital. How can an investor assess companies like this, and what is your opinion of TLT re getting an investment toe in the door?

Upvote 1

Read Answer Asked by John on November 12, 2025

• Constellation Software Inc. (CSU $3,285.39)
  • $3,285.39 P/E (TTM): 75.28X Cap: $69.04B
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Q: I know that CSU will be widely sold before year end, but I am encouraged that you are still recommending it. So where do you see it turning around before year end and being a buy? Just your best guess and no promises expected…

Upvote 33

Read Answer Asked by James on November 12, 2025

• Constellation Software Inc. (CSU $3,285.39)
  • $3,285.39 P/E (TTM): 75.28X Cap: $69.04B
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Q: Is there any recent insider buying of CSU? Do you think we have seen most of the bad news?

Thanks for all your help,

Mike

Upvote 21

Read Answer Asked by Michael on November 12, 2025

• NVIDIA Corporation (NVDA $175.02)
  • $175.02 P/E (TTM): 52.36X Cap: $4.25T
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Q: I am concerned that Softbank sold 100% of their holdings in Nvdia. Are you?

Why or why not?

Thanks



Sheldn

Upvote 14

Read Answer Asked by Sheldon on November 12, 2025

Q: Next to "PORTFOLIOS" there is a "new" marking. Please tell me what this refers to.
Thank you

Upvote 12

Read Answer Asked by STANLEY on November 11, 2025

• Nebius Group N.V. (NBIS $87.69)
  • $87.69 Cap: $22.44B
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Q: I'm looking to start a position in NBIS and would be interested in what you would consider a good entry price.

Thanks

Upvote 12

Read Answer Asked by Paula on November 11, 2025

• Constellation Software Inc. (CSU $3,285.39)
  • $3,285.39 P/E (TTM): 75.28X Cap: $69.04B
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• Topicus.com Inc. (TOI $122.61)
  • $122.61 P/E (TTM): 1015.17X Cap: $10.25B
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• Lumine Group Inc. (LMN $28.20)
  • $28.20 P/E (TTM): 104.96X Cap: $7.23B
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Q: Hi team,
I own LMN and TOI but not CSU. With the recent weakness in the group would you see it a better move to sell both LMN and TOI to consolidate into the larger CSU? Or would you continue to view LMN/TOI as having more long term upside compared to CSU due to their smaller size and still safe to hold the smaller spin offs? I won't need the funds for a decade or so at least.

Thanks,
Shane.

Upvote 21

Read Answer Asked by Shane on November 11, 2025

• Emera Incorporated (EMA $65.96)
  • $65.96 P/E (TTM): 17.57X Cap: $19.61B
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• BMO Covered Call Utilities ETF (ZWU $10.99)
  • $10.99 P/E (TTM): 18.74X Cap: $1.92B
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Q: Good Afternoon. As a retiree I am trying to simplify my portfolio. Should I sell my holdings of EMA and roll the proceeds into ZWU? Cheers.

Upvote 3

Read Answer Asked by Neil on November 11, 2025

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $74.06)
  • $74.06 P/E (TTM): 34.03X Cap: $119.29B
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Q: Can you please comment on any concerns about this company as well as perhaps some positives, including some of the items below?

- its profitability during a potential recession.

- 2.7% earnings yield

- High Enterprise / EBITDA ratio

Thanks.

Upvote 3

Read Answer Asked by James on November 11, 2025

• Doximity Inc. Class A (DOCS $43.85)
  • $43.85 P/E (TTM): 35.75X Cap: $8.25B
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Q: May I have your opinion on their recent earnings please.

Upvote 3

Read Answer Asked by Mike on November 11, 2025

• Brookfield Infrastructure Partners L.P. (BIP.UN $47.83)
  • $47.83 P/E (TTM): 53.39X Cap: $22.28B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.87)
  • $62.87 P/E (TTM): 93.34X Cap: $143.99B
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Q: Good morning,

With a 10 year time horizon and not overly concerned with yield, would you go with BIP or BN?

Thank you.

Upvote 7

Read Answer Asked by Trevor on November 11, 2025

• Village Farms International Inc. (VFF $8.12)
  • $8.12 P/E (TTM): 20.88X Cap: $938M
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Q: thoughts on Q results for Village Farms vff/q...seemed to be a record in most categories (not sure versus analyst estimates).....both LP's and MSO's have been a louy Sector for a long long time....but both Vff and Gtii seem to be the only 2 profitable cannabis stocks, thanks, jb

Upvote 1

Read Answer Asked by John on November 11, 2025

• Paramount Resources Ltd. Class A Common Shares (POU $25.20)
  • $25.20 P/E (TTM): 2.69X Cap: $3.61B
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Q: Can you comment on POU's valuation, growth, and apparently short position (TMX has nearly 6% with 15 days to cover - it is net cash! Thanks for all that you do - John

Upvote 1

Read Answer Asked by John on November 11, 2025