Investment Q&A

• Calibre Mining Corp. (CXB $2.99)
  • $2.99 P/E (TTM): 31.36X Cap: $2.54B
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• OceanaGold Corporation (OGC $19.61)
  • $19.61 P/E (TTM): 11.55X Cap: $4.52B
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• Torex Gold Resources Inc. (TXG $41.88)
  • $41.88 P/E (TTM): 19.08X Cap: $3.55B
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• Westgold Resources Limited Ordinary shares (WGX $2.49)
  • $2.49 P/E (TTM): 33.75X Cap: $2.22B
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Q: Could I please have your comments on the latest quarterly report from Westgold Resources - somewhat disappointing in view of some of the optimistic press releases they put out . Are they perhaps having problems in integrating the Karora operations ? Are they a buy , sell or hold ? Is there a better gold miner of a similar size in your view ?

Upvote 3

Read Answer Asked by Thomas A.J. on May 02, 2025

• Meta Platforms Inc. (META $767.79)
  • $767.79 P/E (TTM): 30.35X Cap: $1.91T
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Q: Can you discuss META as a company, and why you’re so bullish moving forward? Thanks

Upvote 8

Read Answer Asked by Nick on May 02, 2025

• Cargojet Inc. Common and Variable Voting Shares (CJT $98.10)
  • $98.10 P/E (TTM): 13.16X Cap: $1.51B
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Q: HI, Comments on last earnings report please. The stock got a boost and seems cheap. I doubt the next Q will be as good, but analysts seem optimistic. Would it be a good entry point? I sold my holdings at $120 in Jan2024.

Upvote 3

Read Answer Asked by Denise on May 02, 2025

• American Express Company (AXP $296.44)
  • $296.44 P/E (TTM): 20.85X Cap: $206.42B
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• Mastercard Incorporated (MA $568.55)
  • $568.55 P/E (TTM): 39.96X Cap: $511.70B
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• Visa Inc. (V $338.88)
  • $338.88 P/E (TTM): 34.39X Cap: $654.59B
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Q: Why do you feel that AXP has fallin more off it highs than the V and MA, which one is the buy today?
Thanks Again

Upvote 4

Read Answer Asked by eugene on May 02, 2025

• Enterprise Group Inc. (E $1.56)
  • $1.56 P/E (TTM): 35.68X Cap: $122M
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• Zedcor Inc. (ZDC $4.11)
  • $4.11 P/E (TTM): 105.41X Cap: $416M
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• Vitalhub Corp. (VHI $13.63)
  • $13.63 P/E (TTM): 300.67X Cap: $760M
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• Axon Enterprise Inc. (AXON $869.42)
  • $869.42 P/E (TTM): 179.92X Cap: $67.50B
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• Cellebrite DI Ltd. (CLBT $13.69)
  • $13.69 Cap: $3.26B
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Q: Could you please rank these 5 stocks in terms of growth prospects and business model / sector strengths?

I have a 2yr to 3yr timeframe for these portions of my portfolio. Thx.

Upvote 14

Read Answer Asked by Cathy on May 02, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $126.95)
  • $126.95 P/E (TTM): 18.62X Cap: $1.51B
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Q: Hi 5i, thoughts on yesterday's quarter and forward looking estimates? Would you be a buyer at these levels and have any analyst estimates changed? Also could you provide updated valuation metrics that you like or didn’t like. Thx.

Upvote 8

Read Answer Asked by Christopher on May 02, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $126.95)
  • $126.95 P/E (TTM): 18.62X Cap: $1.51B
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Q: Good Morning
Your opinion please on Hammond’s lates test quarter and the ongoing issue of share based compensation.
Thank you

Upvote 9

Read Answer Asked by Marty on May 02, 2025

• Black Diamond Group Limited (BDI $11.54)
  • $11.54 P/E (TTM): 24.33X Cap: $704M
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Q: Peter and His Wonder Team
BDI just reported quarterly results. Your assessment please...do you think they met analysts expectations? Do you think they create a positive prognosis going forward. Do you think it is a reasonable buy? Thanks for your invaluable insights!

Upvote 5

Read Answer Asked by Ernest on May 02, 2025

• Allied Properties Real Estate Investment Trust (AP.UN $17.14)
  • $17.14 Cap: $2.18B
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Q: Comments on the recent earnings and outlook?

Upvote 4

Read Answer Asked by Kim on May 02, 2025

• Alleghany Corporation (Y)
  • P/E (TTM): 31.72X Cap: $11.40B
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Q: Please provide an update on Yellow Pages.
Thank you.

Upvote 3

Read Answer Asked by Douglas on May 02, 2025

• First National Financial Corporation (FN $48.18)
  • $48.18 P/E (TTM): 15.75X Cap: $2.88B
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Q: May I have your comments on FN’s earnings please

Upvote 2

Read Answer Asked by Margot on May 02, 2025

• Intuitive Surgical Inc. (ISRG $479.74)
  • $479.74 P/E (TTM): 70.77X Cap: $170.99B
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• Chubb Limited (CB $270.11)
  • $270.11 P/E (TTM): 12.9X Cap: $106.72B
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• Rollins Inc. (ROL $58.18)
  • $58.18 P/E (TTM): 59.05X Cap: $28.16B
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• Axon Enterprise Inc. (AXON $869.42)
  • $869.42 P/E (TTM): 179.92X Cap: $67.50B
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• Brown & Brown Inc. (BRO $91.22)
  • $91.22 P/E (TTM): 25.82X Cap: $30.42B
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• Trane Technologies plc (TT $426.16)
  • $426.16 P/E (TTM): 36.13X Cap: $95.40B
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• Brookfield Corporation Class A Limited Voting Shares (BN $93.21)
  • $93.21 P/E (TTM): 234.96X Cap: $152.52B
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Q: Please rank following for a long term hold. Thanks

Upvote 7

Read Answer Asked by Ben on May 02, 2025

• Lumine Group Inc. (LMN $53.00)
  • $53.00 Cap: $13.60B
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Q: Hi team,
What’s your take on Lmn’s quarterly results tonight ?

Thanks,
Shane

Upvote 18

Read Answer Asked by Shane on May 02, 2025

• Polaris Renewable Energy Inc. (PIF $12.46)
  • $12.46 Cap: $265M
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• Propel Holdings Inc. (PRL $35.18)
  • $35.18 P/E (TTM): 17.69X Cap: $1.39B
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• Lumine Group Inc. (LMN $53.00)
  • $53.00 Cap: $13.60B
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Q: I would appreciate your thoughts on each of the three companies indicated. What do you currently think about them & would you consider each to be a "buy", "hold" or "sell" going forward? Thank you for your great service.

Upvote 7

Read Answer Asked by Paul on May 02, 2025

• Enbridge Inc. (ENB $64.34)
  • $64.34 P/E (TTM): 23.56X Cap: $140.39B
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• TC Energy Corporation (TRP $67.45)
  • $67.45 P/E (TTM): 16.36X Cap: $70.06B
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• Pembina Pipeline Corporation (PPL $50.63)
  • $50.63 P/E (TTM): 16.75X Cap: $29.86B
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• Keyera Corp. (KEY $42.70)
  • $42.70 P/E (TTM): 18.27X Cap: $9.82B
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• Global X Equal Weight Canadian Pipelines Index ETF (PPLN $11.04)
  • $11.04 P/E (TTM): 46.02X Cap: $35M
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• South Bow Corporation (SOBO $36.64)
  • $36.64 P/E (TTM): 47.84X Cap: $7.65B
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Q: I am an income investor looking for stability with some growth and want to invest in pipelines. I would prefer an ETF like PPLN but the cost is too high with an MER of 0.74 and TER 0.11. If you could only invest in 3 of the above 5 companies, which would you choose? Can you rank the above 5 pipeline companies, from highest growth potential to lowest, over the next 3 years.
Thanks!

Upvote 17

Read Answer Asked by Grant on May 02, 2025

• Cameco Corporation (CCO $105.12)
  • $105.12 P/E (TTM): 81.81X Cap: $44.74B
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Q: I'd like your thoughts on Cameco ($63) earnings.

Thanks, Greg

Upvote 4

Read Answer Asked by Greg on May 02, 2025

• Constellation Software Inc. (CSU $4,781.54)
  • $4,781.54 P/E (TTM): 98.53X Cap: $101.51B
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Q: Hello Peter,

I am undecided over how to handle my Constellation software holding. I have done well with it and it is 15% of my portfolio. I am vacillating between trimming some and letting it ride until there is a threat from a black swan event. You must have encountered such situations before and your opinion and reasoning may help me take a decision.
Regards
Rajiv

Upvote 8

Read Answer Asked by Rajiv on May 02, 2025

• Loblaw Companies Limited (L $227.09)
  • $227.09 P/E (TTM): 27.63X Cap: $68.45B
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• George Weston Limited (WN $266.87)
  • $266.87 P/E (TTM): 33.34X Cap: $34.31B
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Q: Is there a clear case for preferring L to WN? L is more liquid while WN does slightly better on P/E and RoE; does liquidity win, here?

Upvote 3

Read Answer Asked by John on May 02, 2025

• McDonald's Corporation (MCD $307.08)
  • $307.08 P/E (TTM): 26.85X Cap: $213.63B
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Q: Shouldn't investors be proceeding cautiously given the S&P P/E is close to 28 and a couple of red flags were announced this morning (jobless claims above expectations; McDonalds largest US sales decline since 2020)? Or am I being too much of a Nervous Nellie?

Upvote 2

Read Answer Asked by Theodore on May 02, 2025

• Apple Inc. (AAPL $212.91)
  • $212.91 P/E (TTM): 31.67X Cap: $3.01T
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• Amazon.com Inc. (AMZN $217.27)
  • $217.27 P/E (TTM): 34.47X Cap: $2.27T
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Q: May I have your opinion of Amazon and Apple’s earnings this quarter and future outlook please.

Not sure this really applies to these two, but I’ve heard that the tariffs won’t truly impact companies’ earnings until next quarter (with some companies stockpiling 3-6 months worth of inventory to try to ride this out and customers doing the same). Mind you, we could wake up tomorrow and everything has changed again.

Thank you.

Upvote 8

Read Answer Asked by Sandra on May 02, 2025