Investment Q&A

• H&R Real Estate Investment Trust (HR.UN $11.54)
  • $11.54 Cap: $3.18B
  • View HR.UN Profile
  • View Questions on HR.UN
  • View Reports on HR.UN

Q: H&R Real Estate Investment Trust is reviewing potential takeover offers. Any idea on what a reasonable take over price would be based on the current market and their assets?. Please provide a range. Thanks.

Upvote 4

Read Answer Asked by Mark on July 05, 2025

• Harvest Low Volatility Canadian Equity Income ETF (HVOI $12.81)
  • $12.81 P/E (TTM): 19.52X Cap: $37M
  • View HVOI Profile
  • View Questions on HVOI

Q: I respect this ETF is very new but what are your thoughts overall for a retiree seeking income (seeking income vehicles with limited chances of capital depreciation )?

Upvote 3

Read Answer Asked by Randy on July 05, 2025

Q: I am retiring in 6 months, I have cash to invest but want something that pays a descent dividend, do you have any suggestions

Upvote 12

Read Answer Asked by Brian on July 05, 2025

• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $163.87)
  • $163.87 P/E (TTM): 42.36X Cap: $16.05B
  • View BBD.B Profile
  • View Questions on BBD.B

Q: I've held a small position in bbd for almost 10 yrs and have seen a lot of peaks and valleys. Is it different this time or would you take the money and move on?

Upvote 3

Read Answer Asked by Ken on July 04, 2025

• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $163.87)
  • $163.87 P/E (TTM): 42.36X Cap: $16.05B
  • View BBD.B Profile
  • View Questions on BBD.B

Q: Please...may we have your analysis of BBD.B ? Going forward, what would be a good entry point?

Grazzia

Upvote 2

Read Answer Asked by Franklin on July 04, 2025

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $38.58)
  • $38.58 P/E (TTM): 10.93X Cap: $6.23B
  • View VIU Profile
  • View Questions on VIU

Q: WHICH ACCOUNT SHOULD VIU BE HELD IN?
Thanks.

Upvote 4

Read Answer Asked by Serge on July 04, 2025

• Cellebrite DI Ltd. (CLBT $13.64)
  • $13.64 Cap: $3.26B
  • View CLBT Profile
  • View Questions on CLBT

Q: The stock price of CLBT has been weak and has fallen lower from the February high in the past months. Any specific reasons the down turn ? Please kindly advise if I should continue to hold or sell for tax loss harvesting ? Thank you. Bill.

Upvote 5

Read Answer Asked by Bill on July 04, 2025

• Atrium Mortgage Investment Corporation (AI $11.42)
  • $11.42 P/E (TTM): 11.03X Cap: $541M
  • View AI Profile
  • View Questions on AI

Q: Should there be any concern with the news release on June 30 of Audit Remediation needs of the stock? Stock dropped and a large holding of mine, was considering increasing my position, hold, sell?

Thank-you

Upvote 1

Read Answer Asked by Kim on July 04, 2025

• H&R Real Estate Investment Trust (HR.UN $11.54)
  • $11.54 Cap: $3.18B
  • View HR.UN Profile
  • View Questions on HR.UN
  • View Reports on HR.UN

Q: I just sold one of my long term holdings..H&R after it popped on the special committee news. It’s been a so so performer for me over the years, but has done nicely this year. Do you have a favourite REIT recommendation to replace it? I presently hold CAR.UN and DIR.UN. Thanks

Upvote 3

Read Answer Asked by Scott on July 04, 2025

• Apple Inc. (AAPL $203.35)
  • $203.35 P/E (TTM): 31.52X Cap: $3.01T
  • View AAPL Profile
  • View Questions on AAPL
• Netflix Inc. (NFLX $1,170.99)
  • $1,170.99 P/E (TTM): 49.37X Cap: $497.58B
  • View NFLX Profile
  • View Questions on NFLX
• Spotify Technology S.A. (SPOT $658.59)
  • $658.59 Cap: $134.24B
  • View SPOT Profile
  • View Questions on SPOT
• Axon Enterprise Inc. (AXON $744.88)
  • $744.88 P/E (TTM): 179.34X Cap: $57.98B
  • View AXON Profile
  • View Questions on AXON

Q: Lately, these 3 stocks have performed well (exceptionally well). Sometimes it is said, "let your winners run" or "don't be afraid of new highs", however I wonder if they are becoming overvalued or extended beyond what is appropriate. Do you think P/Es of AXON @ 199; SPOT @ 129; or NFLX @ 63 show they are overvalued and it is time to sell? If you think otherwise please explain why they continue good investments and should continue to be held. Many thanks for your excellent service.

Upvote 8

Read Answer Asked by Leonard on July 04, 2025

• Air Canada Voting and Variable Voting Shares (AC $19.06)
  • $19.06 P/E (TTM): 4.9X Cap: $6.15B
  • View AC Profile
  • View Questions on AC

Q: Good morning,

Is AC still a buy at $22.00 and what is your target price for its fair value.

Thanks,

George

Upvote 3

Read Answer Asked by George on July 04, 2025

• Royal Bank of Canada (RY $177.48)
  • $177.48 P/E (TTM): 19.19X Cap: $250.16B
  • View RY Profile
  • View Questions on RY
• Constellation Software Inc. (CSU $4,718.31)
  • $4,718.31 P/E (TTM): 98.53X Cap: $99.98B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• goeasy Ltd. (GSY $181.31)
  • $181.31 P/E (TTM): 11.92X Cap: $2.98B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Propel Holdings Inc. (PRL $34.65)
  • $34.65 P/E (TTM): 17.69X Cap: $1.34B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Lumine Group Inc. (LMN $52.11)
  • $52.11 Cap: $13.37B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: I hold these equities in my grandson's RESP. He will need to access funds in 2 years. He will enter grade 11 this September. I just sold half of the CLS holdings at 120% gain. Above % represents post sale. I am thinking of putting cash into BEP.UN or BIP.UN. what additional adjustments would you make at this time?

Thanks for all your help.

Mike

Upvote 11

Read Answer Asked by Michael on July 04, 2025

• UnitedHealth Group Incorporated (DE) (UNH $240.98)
  • $240.98 P/E (TTM): 9.95X Cap: $218.60B
  • View UNH Profile
  • View Questions on UNH
• Molina Healthcare Inc (MOH $158.15)
  • $158.15 P/E (TTM): 7.49X Cap: $8.67B
  • View MOH Profile
  • View Questions on MOH
• Centene Corporation (CNC $26.21)
  • $26.21 P/E (TTM): 3.82X Cap: $12.72B
  • View CNC Profile
  • View Questions on CNC
• Oscar Health Inc. Class A (OSCR $13.84)
  • $13.84 P/E (TTM): 33.95X Cap: $3.45B
  • View OSCR Profile
  • View Questions on OSCR
• Elevance Health Inc. (ELV $274.93)
  • $274.93 P/E (TTM): 10.69X Cap: $61.90B
  • View ELV Profile
  • View Questions on ELV

Q: Hi 5i
Current holder of CNC .It and these other big health care companies have really tanked today, Whats happening and would you continue to hold or sell.
How do you view the outlook going forward for this sector?
Any best of breeds selection here.....
Trying to decide how to proceed with this one.
thx

Upvote 2

Read Answer Asked by jim on July 04, 2025

• CAE Inc. (CAE $39.11)
  • $39.11 P/E (TTM): 31.04X Cap: $12.52B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE

Q: What are views of this company? Any future in the increasing Canadian defence spending?

Upvote 3

Read Answer Asked by Rachel on July 04, 2025

• INVESCO QQQ Trust (QQQ $564.10)
  • $564.10 P/E (TTM): 59.46X Cap: $360.45B
  • View QQQ Profile
  • View Questions on QQQ
• NEOS Nasdaq 100 High Income ETF (QQQI $52.62)
  • $52.62 P/E (TTM): 67.65X Cap: $3.41B
  • View QQQI Profile
  • View Questions on QQQI

Q: What are your thoughts on this? How does it work and what are the risks?

Upvote 6

Read Answer Asked by Max on July 04, 2025

• Constellation Software Inc. (CSU $4,718.31)
  • $4,718.31 P/E (TTM): 98.53X Cap: $99.98B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Intact Financial Corporation (IFC $283.07)
  • $283.07 P/E (TTM): 22.88X Cap: $50.48B
  • View IFC Profile
  • View Questions on IFC
• BMO S&P 500 Index ETF (ZSP $94.16)
  • $94.16 P/E (TTM): 57.09X Cap: $18.77B
  • View ZSP Profile
  • View Questions on ZSP
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.16)
  • $43.16 P/E (TTM): 5.54X Cap: $17.57B
  • View XIC Profile
  • View Questions on XIC
• SPDR S&P 500 ETF Trust (SPY $631.17)
  • $631.17 P/E (TTM): 57.48X Cap: $642.87B
  • View SPY Profile
  • View Questions on SPY
• INVESCO QQQ Trust (QQQ $564.10)
  • $564.10 P/E (TTM): 59.46X Cap: $360.45B
  • View QQQ Profile
  • View Questions on QQQ
• BMO Nasdaq 100 Equity Index ETF (ZNQ $101.68)
  • $101.68 P/E (TTM): 72.62X Cap: $1.10B
  • View ZNQ Profile
  • View Questions on ZNQ
• Brookfield Corporation Class A Limited Voting Shares (BN $90.11)
  • $90.11 P/E (TTM): 234.96X Cap: $148.46B
  • View BN Profile
  • View Questions on BN

Q: If you were only to buy 3 ETF's and a couple of high convictions stocks. Which 3 ETF's would you pick. No fixed income please.

Upvote 27

Read Answer Asked by Cheryl on July 04, 2025

• McCoy Global Inc. (MCB $3.58)
  • $3.58 P/E (TTM): 11.74X Cap: $97M
  • View MCB Profile
  • View Questions on MCB
  • View Reports on MCB

Q: Hi there, what are your thoughts on MCB here and future outlook for growth? Would you be a buyer at today's prices? Thanks

Upvote 3

Read Answer Asked by Michael on July 04, 2025

• Arthur J. Gallagher & Co. (AJG $284.61)
  • $284.61 P/E (TTM): 43.85X Cap: $72.88B
  • View AJG Profile
  • View Questions on AJG

Q: Can I get a current view on AJG?

Upvote 3

Read Answer Asked by Kim on July 04, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $35.65)
  • $35.65 Cap: $23.46B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: Brookfield renewable continues upward trajectory, however small. Do you think it has scalable potential for the future or is its growth either as a sector or company muted with the tide moving out somewhat on renewable power?
What do you see as future growth potential?

Upvote 11

Read Answer Asked by Peter on July 04, 2025

Q: WHICH ACCOUNT SHOULD ZWG BE HELD IN?

THANKS.

Upvote 3

Read Answer Asked by Ron on July 04, 2025