Investment Q&A

• Hemisphere Energy Corporation (HME $2.65)
  • $2.65 P/E (TTM): 8.8X Cap: $253M
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• ONEOK Inc. (OKE $88.56)
  • $88.56 P/E (TTM): 15.97X Cap: $54.28B
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• Suncor Energy Inc. (SU $88.33)
  • $88.33 P/E (TTM): 17.31X Cap: $101.04B
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• Canadian Natural Resources Limited (CNQ $70.13)
  • $70.13 P/E (TTM): 21.18X Cap: $140.78B
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Q: what are your thoughts on this company please?

Upvote 4

Read Answer Asked by carl on November 25, 2025

• TerraVest Industries Inc. (TVK $138.20)
  • $138.20 Cap: $3.03B
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Q: When does Co report earnings and what are the street estimates ?

Stock has pulled back $50 from its high of $176 and is languishing around current level for several weeks.

It appears that Co missed estimates, two quarters in a row and investors are hesitant to support the stock.

What has caused this turnaround in Co's performance and do you foresee any recovery, in near term ? Or, it's prudent to move on.


Thank You

Upvote 10

Read Answer Asked by rajeev on November 25, 2025

• Meta Platforms Inc. (META $606.87)
  • $606.87 P/E (TTM): 26.51X Cap: $1.55T
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• Alphabet Inc. (GOOG $303.03)
  • $303.03 P/E (TTM): 28.62X Cap: $3.72T
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• NVIDIA Corporation (NVDA $178.34)
  • $178.34 P/E (TTM): 37.13X Cap: $4.38T
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Q: Hi,
Seeing the drop in NVDA makes me wonder if the talk that Meta is considering buying chips from GOOGL would really reduce NVDA's value this much? If you could weigh in with any comments and thoughts you have regarding this mornings drop I'd love to hear them!
Thanks!
D

Upvote 6

Read Answer Asked by Dawn on November 25, 2025

• iShares S&P/TSX Composite High Dividend Index ETF (XEI $36.20)
  • $36.20 P/E (TTM): 13.77X Cap: $3.47B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $43.77)
  • $43.77 P/E (TTM): 1.18X Cap: $8.96B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $100.28)
  • $100.28 Cap: $2.22B
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• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $38.83)
  • $38.83 P/E (TTM): 11.93X Cap: $4.36B
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• Fidelity Canadian Momentum ETF FCCM (FCCM $11.33)
  • $11.33 P/E (TTM): 19.07X
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Q: these ETFs are my main yield workhorses. Can you suggest others to compliment them?

Upvote 7

Read Answer Asked by Mark on November 25, 2025

• Kraken Robotics Inc. (PNG $9.24)
  • $9.24 P/E (TTM): 167.5X Cap: $2.94B
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• Zedcor Inc. (ZDC $5.46)
  • $5.46 P/E (TTM): 400.71X Cap: $586M
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• Tantalus Systems Holding Inc. (GRID $4.39)
  • $4.39 Cap: $229M
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Q: Your best small cap recommendation for growth in a TFSA today. Thanks!

David

Upvote 27

Read Answer Asked by David on November 25, 2025

• BRP Inc. Subordinate Voting Shares (DOO $83.31)
  • $83.31 Cap: $6.24B
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Q: Greetings 5i, what is your opinion on BRP's strategic plan that was presented in early October? Is the company at an inflection point in terms of growth? Thank you.

Upvote 4

Read Answer Asked by Barbara on November 25, 2025

• Quanta Services Inc. (PWR $571.08)
  • $571.08 P/E (TTM): 84.06X Cap: $85.58B
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• AECOM (ACM $89.36)
  • $89.36 P/E (TTM): 30.36X Cap: $11.65B
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• iShares Global Infrastructure ETF (IGF $66.79)
  • $66.79 P/E (TTM): 4.18X Cap: $9.96B
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Q: What are your favorite stocks in the infrastructure space,one each in Canada and the U.S. and also is there an etf in this area that you like?
Thank you

Upvote 6

Read Answer Asked by John on November 25, 2025

• Sekur Private Data Ltd. (SKUR $0.06)
  • $0.06 Cap: $10M
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Q: Hi crew, could I get your thoughts on Sekur partnering with Quaestor Federal Consulting as well as some of their other moves? I haven't seen any quarter result numbers that support this company breaking out, do you?
Thx,
Kevin

Upvote 2

Read Answer Asked by Kevin on November 25, 2025

• Honeywell International Inc. (HON $227.78)
  • $227.78 P/E (TTM): 31.44X Cap: $146.15B
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• Solstice Advanced Materials Inc. (SOLS $71.04)
  • $71.04 Cap: $11.81B
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Q: Hello,

Now that Honeywell has spun out SOLS, is the spin off worth keeping?

Thanks.

Upvote 2

Read Answer Asked by Sarj on November 25, 2025

• ASP Isotopes Inc. (ASPI $4.26)
  • $4.26 Cap: $514M
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Q: What are your thoughts on ASP Isotope’s latest quarter? The share price has taken a hit and is back at early 2025 levels. Do you think it has potential as a speculative small cap?

Upvote 2

Read Answer Asked by Gregory on November 25, 2025

• Enbridge Inc. (ENB $74.18)
  • $74.18 P/E (TTM): 28.29X Cap: $159.48B
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• Constellation Software Inc. (CSU $2,558.73)
  • $2,558.73 P/E (TTM): 78.8X Cap: $54.41B
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• goeasy Ltd. (GSY $36.35)
  • $36.35 P/E (TTM): 2.78X Cap: $611M
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• Kraken Robotics Inc. (PNG $9.24)
  • $9.24 P/E (TTM): 167.5X Cap: $2.94B
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• Galaxy Digital Inc. Class A common stock (GLXY $28.73)
  • $28.73 Cap: $11.58B
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• Propel Holdings Inc. (PRL $18.03)
  • $18.03 P/E (TTM): 9.85X Cap: $747M
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• Brookfield Corporation Class A Limited Voting Shares (BN $53.14)
  • $53.14 P/E (TTM): 80.1X Cap: $120.55B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $59.45)
  • $59.45 P/E (TTM): 29.85X Cap: $98.78B
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Q: I currently own all of the above in various porfolios. In a concentrated TSFA which 3 from your balanced portfolio would you buy for long term. Currently own GLXY and PRL at great loss in TSFA would you add?
Thank you.

Upvote 16

Read Answer Asked by Yves on November 25, 2025

• BMO Equal Weight Utilities Index ETF (ZUT $27.97)
  • $27.97 P/E (TTM): 20.46X Cap: $830M
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• Vanguard Dividend Appreciation FTF (VIG $214.39)
  • $214.39 P/E (TTM): 24.38X Cap: $103.82B
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• Invesco Aerospace & Defense ETF (PPA $171.08)
  • $171.08 P/E (TTM): 18.13X Cap: $8.19B
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• Vanguard Consumer Staples ETF (VDC $223.78)
  • $223.78 P/E (TTM): 23.23X Cap: $8.17B
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Q: What do you think about VIG, VDC annnd PPA as defensive purchases and is this time to think about adding defensive positions to a portfoliio? Do you have any suggestions for a defensive play?

Upvote 3

Read Answer Asked by Ron on November 25, 2025

• Goliath Resources Limited (GOT $1.55)
  • $1.55 Cap: $283M
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• Heliostar Metals Ltd. (HSTR $1.99)
  • $1.99 P/E (TTM): 15.4X Cap: $551M
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Q: Do you still like HSTR? To my layman’s eyes it seems to be “firing on all cylinders”. Thinking of selling my GOT to make the purchase. HSTR plots better than GOT, it has a higher market capitalization and it is already profitable. I believe it’s mines are all located in Mexico so there is some potential robbery/extortion issues I suppose. Any other comparative negatives?
Any thoughts you have would be appreciated.
Jim

Upvote 1

Read Answer Asked by James on November 25, 2025

Q: My question is about a TFSA. If I placed the maximum $ 102,000 into a TFSA, and now withdraw all of it , let's say $122,000. Can I replace all the money, or would i be limited by the maximum.

What about if my TFSA didn't do well, and I withdraw all of it say 80,000. , and close the TFSA. How much money could I deposit into new TFSA?

Thank you

Steve

Upvote 12

Read Answer Asked by Steve on November 25, 2025

• Cipher Pharmaceuticals Inc. (CPH $16.74)
  • $16.74 P/E (TTM): 18.49X Cap: $436M
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• Firan Technology Group Corporation (FTG $17.92)
  • $17.92 P/E (TTM): 40.58X Cap: $459M
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• Stingray Group Inc. Subordinate Voting Shares (RAY.A)
  • P/E (TTM): 22.49X Cap: $1.14B
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• HIVE Digital Technologies Ltd. (HIVE $2.80)
  • $2.80 Cap: $745M
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• Zoomd Technologies Ltd. (ZOMD $0.89)
  • $0.89 P/E (TTM): 4.24X Cap: $95M
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• Telesat Corporation Common and Variable Voting Shares (TSAT $55.00)
  • $55.00 Cap: $1.98B
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Q: Your portfolio manager(s) on the Growth portfolio have been very active lately. I own a lot of the growth but a bunch of new names have come up and I don't have room for all of them

Can you please prioritize of those names listed above which ones offer the best growth over the next 5 years.

Can you please list in order of highest to lowest conviction.

Thanks

Sheldon

Upvote 12

Read Answer Asked by Sheldon on November 25, 2025

• WSP Global Inc. (WSP $219.25)
  • $219.25 P/E (TTM): 30.24X Cap: $29.90B
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• FirstService Corporation (FSV $191.47)
  • $191.47 P/E (TTM): 47.63X Cap: $8.88B
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• Thomson Reuters Corporation (TRI $128.45)
  • $128.45 P/E (TTM): 28.9X Cap: $57.26B
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• Jacobs Solutions Inc. (J $127.64)
  • $127.64 P/E (TTM): 36.22X Cap: $15B
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Q: Looking at the question by Michael on Jacobs today I see a company having 2026 net revenue growth of 6-10 % but a PE of 54 ! Sure it’s a fine company in a good sector but does it really deserve a PE of 54 ? Other solid companies in Canada with historically high PE ‘s such as TRI , WSP , and FSV etc., seem to be going through a valuation revision downward. The question is will the revised valuation remain or will the premium valuation return ? Your thoughts. Thanks. Derek.

Upvote 4

Read Answer Asked by Derek on November 25, 2025

• HealWELL AI Inc. Class A Subordinate Voting Shares (AIDX $0.89)
  • $0.89 Cap: $287M
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• Westgold Resources Limited Ordinary shares (WGX $5.03)
  • $5.03 Cap: $5.30B
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Q: Hi there, can AIDX be considered dead on arrival now, for its IPO possibility next year?

The share price action has brought it down considerably during this tax loss selling season!

Where do you see support for the shares now?

Do you consider the shares priced fairly here at 1.00?

Current growth and outlook looks good, share price not so much, horrible!

I believe my question on WGX last week has gone MIA...your thoughts on their last quarter please?

Thanks!

Upvote 1

Read Answer Asked by Hussein on November 25, 2025

• Surgery Partners Inc. (SGRY $11.93)
  • $11.93 Cap: $1.60B
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Q: Have been following this interesting stock for a while now and would love a breakdown of it's merits and outlook and would you recommend a small position?

Upvote 1

Read Answer Asked by Gary on November 25, 2025

Q: AXIA This company is on the NYSE and AMEX. Please provide your comments on the investability of this company.
Thanks

Upvote 1

Read Answer Asked by Sam on November 25, 2025

Q: Is there an ETF that covers the Rockies LNG Partners?

Upvote 1

Read Answer Asked by James on November 25, 2025