Investment Q&A

• Brookfield Infrastructure Partners L.P. (BIP.UN $52.76)
  • $52.76 P/E (TTM): 59.82X Cap: $24.33B
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• Brookfield Corporation Class A Limited Voting Shares (BN $65.14)
  • $65.14 P/E (TTM): 95.84X Cap: $146.26B
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Q: Good morning,

With a 10 year time horizon and not overly concerned with yield, would you go with BIP or BN?

Thank you.

Upvote 7

Read Answer Asked by Trevor on November 11, 2025

• Village Farms International Inc. (VFF $8.12)
  • $8.12 P/E (TTM): 18.76X
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Q: thoughts on Q results for Village Farms vff/q...seemed to be a record in most categories (not sure versus analyst estimates).....both LP's and MSO's have been a louy Sector for a long long time....but both Vff and Gtii seem to be the only 2 profitable cannabis stocks, thanks, jb

Upvote 1

Read Answer Asked by John on November 11, 2025

• Paramount Resources Ltd. Class A Common Shares (POU $25.47)
  • $25.47 P/E (TTM): 2.71X Cap: $3.65B
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Q: Can you comment on POU's valuation, growth, and apparently short position (TMX has nearly 6% with 15 days to cover - it is net cash! Thanks for all that you do - John

Upvote 1

Read Answer Asked by John on November 11, 2025

• ACT Energy Technologies Ltd. (ACX $6.16)
  • $6.16 P/E (TTM): 8.94X Cap: $206M
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Q: Hi, can I get your take on ACT Energy Technologies. I have held a small position for a long time and am wondering if it is worth hanging on to. Do you see any near term catalyst for the stock price? Thank-you.

Upvote 1

Read Answer Asked by Antonio on November 11, 2025

• Americas Gold and Silver Corporation (USA $9.91)
  • $9.91 Cap: $2.78B
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• Silvercorp Metals Inc. (SVM $14.22)
  • $14.22 P/E (TTM): 91.89X Cap: $3.29B
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• Lundin Gold Inc. (LUG $105.62)
  • $105.62 P/E (TTM): 28.42X Cap: $26.45B
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• G Mining Ventures Corp. (GMIN $48.18)
  • $48.18 P/E (TTM): 33.95X Cap: $11.23B
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Q: Good morning, your comments please on the latest quarter from USA Silver. Do you recommend or do you have another preference in this space.
Thanks
Rob

Upvote 2

Read Answer Asked by Robert on November 11, 2025

• Whitecap Resources Inc. (WCP $13.11)
  • $13.11 P/E (TTM): 11.25X Cap: $15.91B
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Q: Hello
the energy sector is performing well
I have Suncor, Tou, cnq and small holdings of wcp which has reached a new high
should I add on more to wcp ? or take some profits
it pays a nice dividend
thanks
Michael

Upvote 5

Read Answer Asked by Michael on November 11, 2025

• Suncor Energy Inc. (SU $75.20)
  • $75.20 P/E (TTM): 17.82X Cap: $90.73B
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Q: Thoughts please on the? Please no credit as this is in your balanced portfolio.Thx

Upvote 4

Read Answer Asked by blake on November 11, 2025

• Uber Technologies Inc. (UBER $70.53)
  • $70.53 P/E (TTM): 9.0X Cap: $146.54B
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Q: Hi team
looking for an entry point for a partial position
a speaker at BNN market call this week, made it one of the top picks

for a hold of at least 3 years for capital growth
thanks
Michael

Upvote 6

Read Answer Asked by Michael on November 11, 2025

• BMO Monthly Income ETF (ZMI $19.23)
  • $19.23 P/E (TTM): 16.68X Cap: $214M
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Q: Could I get your opinion on ZMI? Thanks Ron

Upvote 5

Read Answer Asked by Ronald on November 11, 2025

• Altius Minerals Corporation (ALS $43.49)
  • $43.49 P/E (TTM): 5.87X Cap: $2.01B
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Q: Can I get an updated view on this name?

Upvote 2

Read Answer Asked by Kim on November 11, 2025

• CoreWeave Inc. (CRWV $91.00)
  • $91.00 Cap: $47.85B
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Q: hi folks...Coreweave crwv/q getting hit 10+% on Q results (seemed pretty good), but miss on guidance...does it seem a market over reaction, and a good entry in low $90's, I have a full position in both nbis & nvda, thx as always, jb

Upvote 4

Read Answer Asked by John on November 11, 2025

• Nebius Group N.V. (NBIS $97.52)
  • $97.52 Cap: $23.22B
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Q: Can you please comment on their earnings today and related news? Thanks

Upvote 17

Read Answer Asked by Martha on November 11, 2025

• Bank of Nova Scotia (The) (BNS $104.03)
  • $104.03 P/E (TTM): 25.35X Cap: $129.16B
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• Alimentation Couche-Tard Inc. (ATD $83.54)
  • $83.54 P/E (TTM): 22.46X Cap: $77.33B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $154.80)
  • $154.80 P/E (TTM): 84.58X Cap: $201.87B
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Q: While I could buy a number of international or emerging market ETFs, are there any large cap Canadian stocks that would provide some degree of exposure?

Upvote 8

Read Answer Asked by Jim on November 11, 2025

• Thomson Reuters Corp (TRI $83.20)
  • $83.20 P/E (TTM): 22.43X Cap: $38.39B
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Q: It has taken a stunning and steady drop. When markets are up 300 points or down 300 points it still goes down.

1 year - (20%)
YTD - (16%)

To me this isn't a question is there any recent news to cause this drop, but more like what is happening to this company and why?

It's ranked 6/10 by TipRanks and a SB.

So on a longer term look back why the steady drop? and what will turn this around in the future?

Thanks


Sheldon

Upvote 14

Read Answer Asked by Sheldon on November 11, 2025

• TMC the metals company Inc. (TMC $5.83)
  • $5.83 Cap: $2.41B
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Q: NASDAQ:TMC (TMC The Metals Company]

The cost of doing what they want to do seem high. Doesn't look like a good investment to me.

But it's been recommended by the usual suspect's.

What's your opinion?

Thank you.

Upvote 1

Read Answer Asked by Ross on November 11, 2025

• BMO Canadian Dividend ETF (ZDV $29.51)
  • $29.51 P/E (TTM): 11.91X Cap: $1.56B
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• iShares Canadian Select Dividend Index ETF (XDV $41.77)
  • $41.77 P/E (TTM): 12.91X Cap: $2.26B
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• iShares S&P/TSX Composite High Dividend Index ETF (XEI $35.06)
  • $35.06 P/E (TTM): 13.77X Cap: $3.26B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $65.68)
  • $65.68 P/E (TTM): 12.53X Cap: $6.32B
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Q: What are the best return Canadian dividend etfs you can recommend?

Upvote 13

Read Answer Asked by Kim on November 11, 2025

• Canadian National Railway Company (CNR $147.89)
  • $147.89 P/E (TTM): 19.87X Cap: $90.41B
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• Constellation Software Inc. (CSU $2,258.18)
  • $2,258.18 P/E (TTM): 55.25X Cap: $49.94B
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• Celestica Inc. (CLS $390.87)
  • $390.87 P/E (TTM): 46.63X Cap: $44.96B
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• Thomson Reuters Corporation (TRI $113.48)
  • $113.48 P/E (TTM): 22.43X Cap: $50.48B
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• goeasy Ltd. (GSY $123.17)
  • $123.17 P/E (TTM): 8.85X Cap: $1.97B
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Q: We just opened a TFSA account for my daughter, she is 18.

Money is not needed for a long time. Our aim is to maximize the growth, risk tolerant, tax efficiency and easy to manage.

Would you recommend ETF's or Individual stocks? How many positions? What companies/ETF?

Also, is there a place for bitcoin? If yes what %.

Thanks in advance

Upvote 22

Read Answer Asked by Atchuta on November 11, 2025

• State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL $91.52)
  • $91.52 Cap: $42.88B
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• PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT $100.56)
  • $100.56 P/E (TTM): 13.38X Cap: $15.04B
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Q: Please compare MINT and BIL. Which do you like better and why? Thank you.

Upvote 2

Read Answer Asked by Chris on November 11, 2025

• WSP Global Inc. (WSP $222.73)
  • $222.73 P/E (TTM): 33.08X Cap: $29.09B
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Q: WSP Global stock has grossly underperformed its Canadian peers STN and ATRL over 5 Yrs, 1 yr and YTD. ( 1 Yr: 7% v/s 34% ). And the pattern does not appear to change, even after recent earnings. We know that WSP has been held in 5i portfolios for many years and consistently recommended.

Could you please help us understand the reasons for the disparity and rationale to continue to own the stock vis a vis switching to any of the other two ?

BTW: From a technical perspective, stock seems to have lost its momentum and now trading below its 200 Day MA.

Thank You

Upvote 9

Read Answer Asked by rajeev on November 11, 2025

• BCE Inc. (BCE $35.20)
  • $35.20 P/E (TTM): 5.26X Cap: $32.64B
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Q: I have a large loss in BCE in my TFSA. I want to sell it. Should I do it now or wait until Jan. What stock should I buy to make up for my losses quickly. I already own PNG and CLS and NBIS.

Upvote 8

Read Answer Asked by Kenneth on November 11, 2025