Investment Q&A

• Amazon.com Inc. (AMZN $204.87)
  • $204.87 P/E (TTM): 27.73X Cap: $2.15T
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• Booking Holdings Inc. (BKNG $4,287.24)
  • $4,287.24 P/E (TTM): 26.97X Cap: $133.45B
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• Dollarama Inc. (DOL $195.39)
  • $195.39 P/E (TTM): 40.37X Cap: $52.92B
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• lululemon athletica inc. (LULU $181.69)
  • $181.69 P/E (TTM): 12.28X Cap: $19.93B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $125.50)
  • $125.50 Cap: $14.21B
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• Pool Corporation (POOL $254.79)
  • $254.79 P/E (TTM): 24.19X Cap: $9.90B
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Q: Do you have any suggestions for consumer discretionary buys, Canada, US or other, and is now an advisable time to jump in?

Upvote 7

Read Answer Asked by Peter on May 23, 2025

• Methanex Corporation (MX $66.86)
  • $66.86 P/E (TTM): 16.59X Cap: $5.04B
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Q: Just looking for an update on this since last quarterly report. I’m looking to increase my resource exposure. If other core holdings to consider please list and use credits as necessary.

Upvote 1

Read Answer Asked by Jim on May 23, 2025

• MNTN Inc. Class A (MNTN $10.62)
  • $10.62 Cap: $801M
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Q: I know you don’t typically recommend IPOs but would like your thoughts on this. How is the valuation vs peers? Is this a solid growth story or too hyped? RR seems to have the Midas touch.

Upvote 2

Read Answer Asked by Scott on May 23, 2025

• Bitcoin Well Inc. (BTCW $0.11)
  • $0.11 Cap: $38M
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Q: I'm wondering what your thoughts are on this company in general and also it's financial health and prospects going forward.

Thanks,

Upvote 1

Read Answer Asked by Dustin on May 23, 2025

• Global X High Interest Savings ETF (CASH $50.01)
  • $50.01 P/E (TTM): 13.15X Cap: $6.84B
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Q: Have some money to park but looking for best interest rate return. Looking at CASH and CIB238. Which is better in your opinion? Looking for safety for 1 year. What is approximate current return for each?

Upvote 1

Read Answer Asked on May 23, 2025

• Constellation Software Inc. (CSU $2,398.85)
  • $2,398.85 P/E (TTM): 55.25X Cap: $47.85B
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Q: Would this be a good entry point ?

Upvote 5

Read Answer Asked by Robbie on May 23, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $42.92)
  • $42.92 Cap: $28.72B
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Q: BEP hit an air pocket today may 22nd with a drop of 4.5% at the time of writing. The only thing I found that could explain it is Trump's "Big and beautiful" tax bill that, it seams, cancels the clean energy incentives. Do you think the drop is warranted or is it mostly a Mr. Market knee-jerk reaction? -- It seams to me BEP's international diversification should have cushioned the incentives cancelation.

Upvote 4

Read Answer Asked by André on May 22, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $42.92)
  • $42.92 Cap: $28.72B
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Q: I understand that the U.S. house reconciliation bill includes some negative wording re clean energy tax credits and this is a possible reason for BEP to be down in today's trading.
I'd appreciate your evaluation of this - is it a major risk for BEP?

Upvote 4

Read Answer Asked by Valerie on May 22, 2025

• Toronto-Dominion Bank (The) (TD $131.53)
  • $131.53 P/E (TTM): 11.11X Cap: $222.61B
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• Bank of Nova Scotia (The) (BNS $103.97)
  • $103.97 P/E (TTM): 25.35X Cap: $129.16B
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Q: Good Morning,
I'm finally back at a break even point with both BNS & TD from where I bought them some time ago.
Are they worth holding, or are there other growthery choices that you would recommend. (I already have BN & BAM, so please exclude them from any suggested additions)
Thank you

Upvote 4

Read Answer Asked by Kevin on May 22, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $29.68)
  • $29.68 Cap: $11.36B
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Q: Would you need to have a US $ account to hold and what’s involved for a tfsa and are there any tax implications from withdrawal from tfsa?

Upvote 2

Read Answer Asked by Steve on May 22, 2025

Q: What is the outlook for Canadian real estate?
How long do you expect it to stay down, how will tariff impact it ?

Can the new liberal government do something to bring down the prices, if so , will it affect the price for the new homes or the entire market?

Please share your thoughts on this ?

Upvote 4

Read Answer Asked by HARRY on May 22, 2025

Q: When you look at the 5 yr. returns on these 2, Dol has outperformed, this has to be one of the best run companies in Canada, so is it a buy over Costco today.
Thanks Again

Upvote 5

Read Answer Asked by eugene on May 22, 2025

• ATS Corporation (ATS $42.95)
  • $42.95 Cap: $4.22B
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Q: Hold, sell, or buy more?

Upvote 5

Read Answer Asked by Ross on May 22, 2025

Q: We have experienced a nice rally in spite of the traditional chaos associated with equity investing. I am thinking I would like to take some risk off but need to balance the portfolio income generated vs rrif drawdownn. Thinking I should reduce the Cdn Market ETF ( lowest income generator) and retain high yielding defensive generators. I know increasing cash level generates lower income still. What are your thoughts moving towards more preservation with this strategy.

Upvote 3

Read Answer Asked by Bevan on May 22, 2025

• Simplify Opportunistic Income ETF (CRDT $23.45)
  • $23.45 P/E (TTM): 10.09X Cap: $228M
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Q: What are your thoughts on the Simplify Opportunistic Income ETF (Symbol CRDT). as per their site this ETF "seeks to provide current income, with long-term capital appreciation as a secondary objective". I like the healthy 7% dividend as well as the "limits" in share price between ~ $24.50 and $26.00 over the last couple of years. Do you know if any of the returns are ROC ? Overall thoughts on this for a safe/healthy dividend (I am focused on income not capital appreciation).

Upvote 1

Read Answer Asked by Randy on May 22, 2025

Q: Regarding the proposed 5% excise tax on funds leaving the US, there was a comment that it may affect foreigners from investing in the US.......how would this affect a CND who holds US Stocks in a Canadian brokerage account?

Upvote 12

Read Answer Asked by Scott on May 22, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $29.68)
  • $29.68 Cap: $11.36B
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Q: Follow up to the last GLXY answer. Could you explain the transfer process in more detail please.
I don't understand the process. Are the Canadian shares going to be sold then repurchased on US side? I hold in my DYI TFSA and RRSP accounts with other US holdings.
Thank you
Jeff

Upvote 3

Read Answer Asked by JEFF on May 22, 2025

• Tesla Inc. (TSLA $411.44)
  • $411.44 P/E (TTM): 386.52X Cap: $1.54T
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Q: Do YOU own Tesla? An explanation why or why not? Reasonable entry price?

At what point is it reasonable to buy and sell based on the company’s fundamentals alone?

Thank you

Upvote 3

Read Answer Asked by Nick on May 22, 2025

• Miscellaneous (MISC)
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Q: My total portfolio is diversified between equities and fixed portion. It has mutual funds, etfs, individual stocks, bonds, cash. What are your comments on position sizes for mutual funds, etfs and individual stocks? Thanks in advance for your all your very valuable comments.

Upvote 3

Read Answer Asked by Hali on May 22, 2025

• NervGen Pharma Corp. (NGEN $5.65)
  • $5.65 Cap: $404M
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Q: Can I get your assessment of NGEN? Can the fundamentals support a sustained move in this one? That is some major volume coming in on those up days! Thanks.

Upvote 1

Read Answer Asked by Philip on May 22, 2025