Investment Q&A

• Alphabet Inc. (GOOG $306.93)
  • $306.93 P/E (TTM): 28.31X Cap: $3.71T
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• Celestica Inc. (CLS $365.54)
  • $365.54 P/E (TTM): 37.34X Cap: $42.02B
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• RTX Corporation (RTX $207.00)
  • $207.00 P/E (TTM): 41.98X Cap: $278.61B
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• Brookfield Corporation Class A Limited Voting Shares (BN $56.62)
  • $56.62 P/E (TTM): 82.17X Cap: $127.13B
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Q: I have 16.6% of my RRSP currently sitting in cash, from accumulated dividends and some contributions I never got around to deploying into the equities markets. Can you give me two names (US or Canadian equities) that I could spit this amount between, to purchase? Many thanks.

Upvote 5

Read Answer Asked by Donald J on October 21, 2025

• Air Canada Voting and Variable Voting Shares (AC $17.46)
  • $17.46 P/E (TTM): 8.85X Cap: $5.14B
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Q: In looking at a long term chart for AC it appears there is some seasonality to the stock's price, with the price peaking in January. In my experience air lines do not make good long term holds but there appears to be a potential to take advantage of the stocks seasonality. Please confirm if my observation is correct and provide your thoughts on Air Canada's current financial health and near term opportunity for growth. Thanks.

Upvote 3

Read Answer Asked by Scott on October 20, 2025

• Whitecap Resources Inc. (WCP $13.83)
  • $13.83 P/E (TTM): 13.45X Cap: $16.78B
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Q: Hello Peter & Team,

Can you please provide an update moving forward for WCP considering the recent declines in Oil. Sell/Hold/Buy

Thanks for all you do

gm

Upvote 3

Read Answer Asked by Gord on October 20, 2025

• BCE Inc. (BCE $35.88)
  • $35.88 P/E (TTM): 5.28X Cap: $33.45B
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• Nutrien Ltd. (NTR $103.40)
  • $103.40 P/E (TTM): 34.81X Cap: $49.97B
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Q: I want to raise a bit of cash for a balloon payment on my mortgage. I can sell BCE at a loss, which would offset good gains earlier this year. Alternately I could sell NTR for a slight profit. I also own a bit of Telus (also at a slight loss) but no other Ag stocks.

Which would you be inclined to sell?

(PS - had some trouble getting website to accept this question; please ensure it only appears once in your queue)

Upvote 5

Read Answer Asked by David on October 20, 2025

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $53.25)
  • $53.25 P/E (TTM): 18.19X Cap: $25.97B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.98)
  • $42.98 P/E (TTM): 16.81X Cap: $1.12B
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Q: What two ETFs would you recommend for my Canadian part of my portfolio?

Upvote 8

Read Answer Asked by Roy on October 20, 2025

• Pembina Pipeline Corporation (PPL $60.67)
  • $60.67 P/E (TTM): 21.77X Cap: $35.26B
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• Tourmaline Oil Corp. (TOU $62.77)
  • $62.77 P/E (TTM): 88.33X Cap: $24.30B
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Q: Of the two mentioned, which would be a better buy for safety and growth going forward . Also at what entry price.

Thank You.

Upvote 4

Read Answer Asked by nick on October 20, 2025

Q: When evaluating a company that is following a franchise model what financial metrics do you key on?

Upvote 7

Read Answer Asked by Greg on October 20, 2025

• BMO Junior Gold Index ETF (ZJG $293.15)
  • $293.15 P/E (TTM): 27.64X Cap: $282M
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• Sprott Silver Miners & Physical Silver ETF (SLVR $72.64)
  • $72.64 P/E (TTM): 35.92X Cap: $1.08B
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Q: Best junior gold ETF? Silver? In Canadian dollars please.
Thank you!

Upvote 4

Read Answer Asked by Carlos on October 20, 2025

• American Electric Power Company Inc. (AEP $132.31)
  • $132.31 P/E (TTM): 19.8X Cap: $71.83B
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• Quanta Services Inc. (PWR $564.05)
  • $564.05 P/E (TTM): 83.54X Cap: $84.39B
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• MasTec Inc. (MTZ $300.12)
  • $300.12 P/E (TTM): 58.62X Cap: $23.29B
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Q: Looks like there is going to have to be a large build out in electric transmission lines in the US. What companies stand to benefit the most?
Thanks again

Upvote 1

Read Answer Asked by eugene on October 20, 2025

• Agnico Eagle Mines Limited (AEM $308.43)
  • $308.43 P/E (TTM): 25.38X Cap: $154.53B
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• iShares S&P/TSX Global Gold Index ETF (XGD $62.16)
  • $62.16 P/E (TTM): 24.93X Cap: $4.51B
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Q: Gold miners witnessed a first noticeable pullback of 6-7% on Friday, after almost going up in straight line for several weeks, although Gold bullion was down only fractionally. It looks like, after a spectacular run, the sector may be exposed to additional drawdown, at least in the near term. Do you agree ?

Could you please suggest some near term support levels, for AEM and XGD, from technical perspective, in order to take advantage of this pull back to add to a position.

Thank You

Upvote 11

Read Answer Asked by rajeev on October 20, 2025

Q: What are your thoughts on this company?

Upvote 1

Read Answer Asked by hal on October 20, 2025

• Dye & Durham Limited (DND $5.00)
  • $5.00 Cap: $335M
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Q: Is there a solid business here- do you think an investor buying at these low prices will be rewarded? If Plantro gives up an sells its shares I am thinking if they can find a single strategic purchaser it might be a catalyst.

Upvote 3

Read Answer Asked by Robert on October 20, 2025

• Celestica Inc. (CLS $365.54)
  • $365.54 P/E (TTM): 37.34X Cap: $42.02B
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Q: What would be a reasonable price range to add some Celestica shares, considering the strong momentum and recent analyst upgrades ?

Is it prudent to add now or wait until it reports next week ?

Thank You

Upvote 9

Read Answer Asked by rajeev on October 20, 2025

• Fastenal Company (FAST $46.30)
  • $46.30 P/E (TTM): 42.55X Cap: $53.16B
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Q: What is your opinion of FAST post earnings? Seems to be a quality company but my concern is valuation. Would you start a position here after the drop or do you prefer any competitors? Thanks!

Upvote 1

Read Answer Asked by Michael on October 20, 2025

• Matrix Service Company (MTRX $10.83)
  • $10.83 Cap: $317M
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Q: Could I have your opinion on Global X Artificial Intelligence Infrastructure Index ETF (MTRX.TO). It is a small fund but has outperformed most other AI funds I have compared it to. It seems a good way to invest in AI infrastructure. Thanks.

Upvote 1

Read Answer Asked by Ken on October 20, 2025

• BMO Covered Call Utilities ETF (ZWU $12.08)
  • $12.08 P/E (TTM): 16.11X Cap: $2.13B
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• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.67)
  • $13.67 P/E (TTM): 14.79X Cap: $1.19B
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Q: Can you please suggest US equivalents to these two CDN covered call utilities etf's ?
Thx

Upvote 2

Read Answer Asked by Tony on October 20, 2025

• Manulife Strategic Investment Grade Gb Bond Fd Adv (MMF4575 $8.84)
  • $8.84 Cap: $19M
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• Vanguard Global Aggregate Bond Index ETF (CAD-hedged) (VGAB)
  • P/E (TTM): 5.8X Cap: $126M
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Q: Your comments please about this fund for global bond exposure in a diversified portfolio. Are there any ETF's that would be similar in scope and performance.
Thanks, Brian

Upvote 1

Read Answer Asked by Brian on October 20, 2025

• 5N Plus Inc. (VNP $29.17)
  • $29.17 P/E (TTM): 37.12X Cap: $2.59B
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• Blackline Safety Corp. (BLN $7.00)
  • $7.00 Cap: $609M
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• Kraken Robotics Inc. (PNG $10.23)
  • $10.23 P/E (TTM): 152.83X Cap: $3.13B
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• Zedcor Inc. (ZDC $5.45)
  • $5.45 P/E (TTM): 375.71X Cap: $575M
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• Tantalus Systems Holding Inc. (GRID $4.32)
  • $4.32 Cap: $222M
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Q: Hi, as two of these are your stocks for the month, and you're showing an interest in the others, how would you rank them for growth over the next two or three years based on their current prices? Please provide a short explanation for your reasoning if you are able. Thank you!

Upvote 21

Read Answer Asked by GeeMac on October 20, 2025

• Crocs Inc. (CROX $82.91)
  • $82.91 Cap: $4.16B
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• Deckers Outdoor Corporation (DECK $105.26)
  • $105.26 P/E (TTM): 14.76X Cap: $14.94B
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• On Holding AG Class A (ONON $41.02)
  • $41.02 Cap: $26.17B
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Q: Hi 5i
Looking to pick up some cheap shoes and noticed you recently included DECK as a company with good rebound potential. How would you rate these 3 for long term gains?
Thanks, Greg

Upvote 2

Read Answer Asked by Greg on October 20, 2025

• The Goodyear Tire & Rubber Company (GT $7.11)
  • $7.11 Cap: $2.03B
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Q: The last question is from 2021.
Can you provide your latest commentary?
I understand you generally don't like buying in a downward trend but do you think it is worth considering ?

Upvote 2

Read Answer Asked by Jabs on October 20, 2025