Investment Q&A

• Caterpillar Inc. (CAT $760.53)
  • $760.53 P/E (TTM): 40.66X Cap: $349.88B
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• GE Aerospace (GE $334.74)
  • $334.74 P/E (TTM): 40.18X Cap: $345.66B
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• Eli Lilly and Company (LLY $1,023.22)
  • $1,023.22 P/E (TTM): 45.14X Cap: $962.75B
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• Parker-Hannifin Corporation (PH $1,012.44)
  • $1,012.44 P/E (TTM): 36.83X Cap: $125.90B
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• Finning International Inc. (FTT $90.08)
  • $90.08 P/E (TTM): 18.01X Cap: $11.66B
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• Badger Infrastructure Solutions Ltd. (BDGI $71.91)
  • $71.91 P/E (TTM): 27.63X Cap: $2.35B
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• Flex Ltd. (FLEX $65.11)
  • $65.11 P/E (TTM): 29.02X Cap: $24.20B
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• Curtiss-Wright Corporation (CW $702.55)
  • $702.55 P/E (TTM): 53.46X Cap: $25.47B
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• RTX Corporation (RTX $205.41)
  • $205.41 P/E (TTM): 41.03X Cap: $274.91B
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• GE Vernova Inc. (GEV $834.61)
  • $834.61 P/E (TTM): 46.31X Cap: $220.35B
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• Howmet Aerospace Inc. (HWM $251.30)
  • $251.30 P/E (TTM): 68.07X Cap: $99.97B
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Q: I'm looking for a growth stock for the long term without too much volatility in either Canada or the US. Can you give me 2 picks and why? If you think there are better alternatives than the ones I've suggested, please provide them.

Upvote 3

Read Answer Asked by Graeme on November 21, 2025

• International Petroleum Corp (Canada) (IPC.O)
  • P/E (TTM): 3.9X
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Q: are the lundins being ignored?

Upvote 1

Read Answer Asked by don on November 21, 2025

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.74)
  • $37.74 P/E (TTM): 100.03X Cap: $5.88B
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• FirstService Corporation (FSV $213.72)
  • $213.72 P/E (TTM): 51.28X Cap: $9.82B
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• American Hotel Income Properties REIT LP (HOT.UN $0.48)
  • $0.48 Cap: $34M
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• Dream Industrial Real Estate Investment Trust (DIR.UN $13.20)
  • $13.20 P/E (TTM): 30.91X Cap: $3.90B
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• Real Matters Inc. (REAL $6.14)
  • $6.14 Cap: $457M
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• Primaris Real Estate Investment Trust (PMZ.UN $17.47)
  • $17.47 P/E (TTM): 53.03X Cap: $2.04B
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• Brookfield Corporation Class A Limited (BN $46.18)
  • $46.18 P/E (TTM): 95.96X Cap: $106.94B
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Q: Reviewing recent questions on these coys Considering tax loss sale of car.un and replacing it with more supposedly growthy fsv. Alternatively could add more dir.un which is a keeper for me now. Other name's also in total portfolio but only bn is a keeper. Your views?

Upvote 3

Read Answer Asked by William Ross on November 21, 2025

• Lundin Mining Corporation (LUN $35.66)
  • $35.66 Cap: $30.15B
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• TFI International Inc. (TFII $162.43)
  • $162.43 P/E (TTM): 31.63X Cap: $13.10B
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• CECO Environmental Corp. (CECO $78.24)
  • $78.24 P/E (TTM): 55.58X Cap: $2.79B
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• Galaxy Digital Inc. Class A common stock (GLXY $29.61)
  • $29.61 Cap: $11.62B
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Q: I understand that the stocks are all from different sectors and sizes, but which order would you initiate a position?

Upvote 11

Read Answer Asked by Gary on November 21, 2025

• Cenovus Energy Inc. (CVE $31.68)
  • $31.68 P/E (TTM): 17.38X Cap: $52.73B
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Q: Dear Peter et al:

Finally the "Board room Brawl and the dust" has settled. My iTrade has finally properly ledgered the changes. It shows that I am in the "green"! Yea!!!

The question is now what?! What is your opinion on CVE going forward? I know you don't answer any personal questions. So, if YOu were a holder of CVE, would YOU, add to CVE or leave it alone or sell? What are your alternatives to CVE?

Many thanks.

Upvote 6

Read Answer Asked by Savalai on November 21, 2025

• Costco Wholesale Corporation (COST $987.82)
  • $987.82 P/E (TTM): 70.33X Cap: $442.12B
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Q: At what price would you consider Costco a good buy?

Upvote 5

Read Answer Asked by Larry M. on November 21, 2025

• Netflix Inc. (NFLX $77.00)
  • $77.00 P/E (TTM): 30.45X Cap: $329.28B
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• NVIDIA Corporation (NVDA $187.90)
  • $187.90 P/E (TTM): 45.9X Cap: $4.56T
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• Spotify Technology S.A. (SPOT $485.29)
  • $485.29 Cap: $98.30B
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Q: Markets are acting pretty badly with most of AI in retreat. Even growth names like NFLX and SpOT are very weak. What would you recommend for investors who have a medium risk tolerance. Sign me Concerned

Upvote 6

Read Answer Asked by Scott on November 21, 2025

• Costco Wholesale Corporation (COST $987.82)
  • $987.82 P/E (TTM): 70.33X Cap: $442.12B
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• Alphabet Inc. (GOOG $303.56)
  • $303.56 P/E (TTM): 28.01X Cap: $3.65T
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• Microsoft Corporation (MSFT $398.46)
  • $398.46 P/E (TTM): 24.82X Cap: $2.96T
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• GE Aerospace (GE $334.74)
  • $334.74 P/E (TTM): 40.18X Cap: $345.66B
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• Eli Lilly and Company (LLY $1,023.22)
  • $1,023.22 P/E (TTM): 45.14X Cap: $962.75B
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• Walmart Inc. (WMT $124.87)
  • $124.87 Cap: $1T
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,325.98)
  • $2,325.98 P/E (TTM): 8.09X Cap: $50.78B
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• Constellation Software Inc. (CSU $2,415.33)
  • $2,415.33 P/E (TTM): 52.94X Cap: $50.37B
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• ARC Resources Ltd. (ARX $24.95)
  • $24.95 P/E (TTM): 6.1X Cap: $13.89B
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• Tourmaline Oil Corp. (TOU $63.09)
  • $63.09 P/E (TTM): 17.61X Cap: $23.78B
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• Celestica Inc. (CLS $399.59)
  • $399.59 P/E (TTM): 47.75X Cap: $45.95B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $169.61)
  • $169.61 P/E (TTM): 85.09X Cap: $217.22B
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• goeasy Ltd. (GSY $118.10)
  • $118.10 P/E (TTM): 8.97X Cap: $1.95B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $126.40)
  • $126.40 Cap: $14.61B
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• INVESCO QQQ Trust (QQQ $603.47)
  • $603.47 P/E (TTM): 30.22X Cap: $395.76B
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $31.47)
  • $31.47 Cap: $20.60B
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• Boyd Group Services Inc. (BYD $236.17)
  • $236.17 P/E (TTM): 228.28X Cap: $6.49B
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• Ninepoint Energy Income FUnd (NRGI)
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.25)
  • $63.25 P/E (TTM): 95.96X Cap: $145.85B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $68.57)
  • $68.57 P/E (TTM): 33.15X Cap: $115.45B
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• Lumine Group Inc. (LMN $18.64)
  • $18.64 P/E (TTM): 70.17X Cap: $4.69B
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• GE Vernova Inc. (GEV $834.61)
  • $834.61 P/E (TTM): 46.31X Cap: $220.35B
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• Alphabet CDR (CAD Hedged) (GOOG $49.02)
  • $49.02 P/E (TTM): 37.66X Cap: $4.98T
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Q: want to raise some cash(tech breaking down technically) in what order would you sell the above listed stocks bearing some are winners and some are losers so what your recommendation sell winners or losers first without getting in to too much specifics. CSU as an example sell now to claim loss or then buy back after 30 days FFH on the other hand is up 60% so sell now and hope to buy back later at lower price. what would you do? Remember i want to raise cash so how would you approach this rebalancing ...thanks for your help

Upvote 9

Read Answer Asked by Terence on November 21, 2025

• Galaxy Digital Inc. (GLXY $21.63)
  • $21.63 Cap: $8.32B
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Q: Hoping you can address a few questions on this name:

1) To what extent is this company tied to crypto and to what extent data centers?

I am fairly confident that there will be a demand for data centers. I have less comfort in crypto which seems to be in free fall and I'm wondering if that largely explains the poor performance of this stock.

2) Why was this a compelling buy at or around $40 USD a share? How likely is it to return to that price?

3) Is there a possibility that Galaxy will be split into two different companies or taken private?

Thanks,

Jason

Upvote 19

Read Answer Asked by Jason on November 20, 2025

• Amazon.com Inc. (AMZN $204.86)
  • $204.86 P/E (TTM): 28.05X Cap: $2.19T
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• Broadcom Inc. (AVGO $333.99)
  • $333.99 P/E (TTM): 70.01X Cap: $1.58T
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• Alphabet Inc. (GOOG $303.56)
  • $303.56 P/E (TTM): 28.01X Cap: $3.65T
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• Microsoft Corporation (MSFT $398.46)
  • $398.46 P/E (TTM): 24.82X Cap: $2.96T
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• NVIDIA Corporation (NVDA $187.90)
  • $187.90 P/E (TTM): 45.9X Cap: $4.56T
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• Amphenol Corporation (APH $151.20)
  • $151.20 P/E (TTM): 44.48X Cap: $181.59B
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• Rockwell Automation Inc. (ROK $395.38)
  • $395.38 P/E (TTM): 44.45X Cap: $44.54B
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• Celestica Inc. (CLS $399.59)
  • $399.59 P/E (TTM): 47.75X Cap: $45.95B
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• Advanced Micro Devices Inc. (AMD $203.37)
  • $203.37 P/E (TTM): 102.13X Cap: $325.80B
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• Arista Networks Inc. (ANET $137.23)
  • $137.23 P/E (TTM): 54.01X Cap: $175.33B
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• Comfort Systems USA Inc. (FIX $1,373.52)
  • $1,373.52 P/E (TTM): 56.66X Cap: $46.54B
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• Fabrinet (FN $513.83)
  • $513.83 P/E (TTM): 47.58X Cap: $18.12B
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• Vertiv Holdings LLC Class A (VRT $243.06)
  • $243.06 P/E (TTM): 91.9X Cap: $92.98B
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• IREN Limited (IREN $43.29)
  • $43.29 P/E (TTM): 73.16X Cap: $13.98B
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• Nebius Group N.V. (NBIS $107.61)
  • $107.61 Cap: $24.23B
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Q: Would you recommend taking a small position in AI at this point, and if so what would be your first choice in a stock and/or ETF?

Upvote 59

Read Answer Asked by Guy R. on November 20, 2025

Q: Is technical analysis part of your methodology and if so which indicators to do use?
Thank you

Upvote 14

Read Answer Asked by John on November 20, 2025

• Lemonade Inc. (LMND $61.67)
  • $61.67 Cap: $4.91B
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Q: What do you think of LMND as a long term buy and hold business... they seem to be more effectively using their AI software to generate improved financials...

Upvote 2

Read Answer Asked by Anthony on November 20, 2025

• CI Galaxy Bitcoin ETF (BTCX.B $13.41)
  • $13.41 Cap: $737M
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• ISHARES BITCOIN TR (IBIT $38.07)
  • $38.07 Cap: $51.57B
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• Ishares Bitcoin ETF (IBIT)
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Q: Would you consider BTCX.B:CA a good way to invest in Bitcoin. What’s your overall opinion of
Bitcoin and is it worth speculating a small portion
of one’s portfolio?

Upvote 6

Read Answer Asked by JIM on November 20, 2025

• Acadian Timber Corp. (ADN $16.96)
  • $16.96 P/E (TTM): 20.36X Cap: $310M
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Q: ADN value is dropping, you still include it in your income fund at a B rating. In the last question asked abut ADN last month, you raised concerns about performance and a dividend cut, is there a chance you will be lowering the ratings or removing from your portfolio

Upvote 3

Read Answer Asked by Jim on November 20, 2025

• EMX Royalty Corporation (EMX $5.70)
  • $5.70 Cap: $621M
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Q: As a holder of EMX.CA do I have to pay capital gains tax on its merger/takeover by ELE? If so what is the purchase price that I must record? If not, what is the merger/takeover price of the received ELE stock? Thank you.

Upvote 3

Read Answer Asked by james on November 20, 2025

• NVIDIA Corporation (NVDA $187.90)
  • $187.90 P/E (TTM): 45.9X Cap: $4.56T
  • View NVDA Profile
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Q: While Nvidia results look good, a Globe and Mail article about the results quoted two commentators who suggest that current AI spending is "unsustainable". Can you comment on the sustainability of AI spending? Thanks.

Upvote 12

Read Answer Asked by Martin on November 20, 2025

• NVIDIA Corporation (NVDA $187.90)
  • $187.90 P/E (TTM): 45.9X Cap: $4.56T
  • View NVDA Profile
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Q: Could you please share your thoughts about the recent NVDA earnings? What is your sentiment towards the AI/Chip sector after the release of their earnings?

Thanks!

Upvote 7

Read Answer Asked by Kevin on November 20, 2025

• Aecon Group Inc. (ARE $38.22)
  • $38.22 P/E (TTM): 371.0X Cap: $2.38B
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• Bird Construction Inc. (BDT $31.32)
  • $31.32 P/E (TTM): 18.08X Cap: $1.73B
  • View BDT Profile
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Q: How would you compare BDT and ARE going forward

Upvote 4

Read Answer Asked by terrance on November 20, 2025

• Intact Financial Corporation (IFC $263.30)
  • $263.30 P/E (TTM): 18.96X Cap: $46.53B
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• EQB Inc. (EQB $117.65)
  • $117.65 P/E (TTM): 18.1X Cap: $4.56B
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Q: I'm looking at adding a dividend-paying company in the financial sector, which is not one of the traditional banks. Which of these two businesses might you suggest has a better chance to outperform the market, over the longterm?

Upvote 7

Read Answer Asked by Anthony on November 20, 2025

• Headwater Exploration Inc. (HWX $11.99)
  • $11.99 P/E (TTM): 15.71X Cap: $2.84B
  • View HWX Profile
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Q: It’s seems that the stock is enjoying its marked rise at this time , Is it due to possible merge or a buy from other company? It’s apparently much above its book value and by itself its future growth will not be marked. Is it indeed overvalued and could be sold ? The dividend is good so it could be kept as a dividend payer as one wait for buyout or a merger. What is your opinion on thei stock at this time ?
Thank you ,
Miroslaw

Upvote 9

Read Answer Asked by Miroslaw on November 20, 2025