Investment Q&A

• Intuitive Surgical Inc. (ISRG $540.16)
  • $540.16 P/E (TTM): 70.58X Cap: $195.08B
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• Eli Lilly and Company (LLY $904.19)
  • $904.19 P/E (TTM): 42.21X Cap: $847.56B
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• Merck & Company Inc. (MRK $83.74)
  • $83.74 P/E (TTM): 13.26X Cap: $206.04B
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Q: I have a half position in ISRG (bought before latest Q). Would you go for adding to it (if it was your position to build on momentum) OVER buying LLY to get to 6% in US$ health? Looking for growth. I already have 3% in WELL

Upvote 2

Read Answer Asked by JR on October 28, 2025

• Royal Bank of Canada (RY $205.24)
  • $205.24 P/E (TTM): 15.54X Cap: $291.14B
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• Toronto-Dominion Bank (The) (TD $113.77)
  • $113.77 P/E (TTM): 9.72X Cap: $196.63B
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• Sun Life Financial Inc. (SLF $86.32)
  • $86.32 P/E (TTM): 15.6X Cap: $48.73B
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• National Bank of Canada (NA $157.73)
  • $157.73 P/E (TTM): 15.38X Cap: $62.01B
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• Power Corporation of Canada Subordinate Voting Shares (POW $66.40)
  • $66.40 P/E (TTM): 15.53X Cap: $42.51B
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• Fortis Inc. (FTS $70.81)
  • $70.81 P/E (TTM): 20.74X Cap: $35.24B
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• Brookfield Renewable Partners L.P. (BEP.UN $43.96)
  • $43.96 Cap: $29.13B
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• Emera Incorporated (EMA $66.39)
  • $66.39 P/E (TTM): 22.6X Cap: $19.91B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $47.94)
  • $47.94 P/E (TTM): 1138.07X Cap: $22.17B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.89)
  • $75.89 P/E (TTM): 36.83X Cap: $125.17B
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Q: Could you please rate the Canadian stocks below for total return over the next 5 years.

Perhaps these ratings would work (or other ratings you think are better) ...
F for fair
A for average
G for good
VG for very good
E for excellent

The stocks are:

BAM
BEP.UN
BIP.UN
EMA
FTS
NA
POW
RY
SLF
TD

Thanks.

Upvote 6

Read Answer Asked by Doug on October 28, 2025

• Cavvy Energy Ltd. (CVVY $0.89)
  • $0.89 Cap: $249M
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Q: I'm seeing chatter on bulletin boards that CVVY's cashflow will increase dramatically in 2026 once its sulphur hedge comes off at the end of this year. My back of the envelope calculations support this theory. Combining the sulphur theory with increasing third party processing revenue and the potential for higher natural gas prices lead me to take a speculative 1/4 position in this company. Before I possibly take a larger position, I would like your thoughts on the impact of sulphur sales on cashflow in 2026.

Upvote 1

Read Answer Asked by Brendon on October 28, 2025

• QuantumScape Corporation Class A (QS $15.28)
  • $15.28 Cap: $9.74B
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Q: Took a gamble on this one years ago and got burned! I have a small position again at $8.00 last week and would love your analysis of their earnings report the other day?
Does it warrant an upgrade with a 1-2% buy?
Thankx as always

Gary

Upvote 1

Read Answer Asked by Gary on October 28, 2025

Q: We are getting close to peak tax loss selling period. What 5 darlings have been beaten down that you would to swoop in on that have a bright future with long term(>5yrs)potential returns?

Upvote 31

Read Answer Asked by Chris on October 28, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $203.28)
  • $203.28 P/E (TTM): 31.66X Cap: $2.55B
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• EnerSys (ENS $122.58)
  • $122.58 P/E (TTM): 14.4X Cap: $4.70B
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Q: I am debating between adding ENS and HPS.A to my TFSA. They both seem to occupy a different niche in the same industry. Which do you think has a better risk/reward profile?

Upvote 7

Read Answer Asked by Craig on October 28, 2025

• BlackSky Technology Inc. Class A (BKSY $19.05)
  • $19.05 Cap: $724M
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• Ouster Inc. (OUST $28.07)
  • $28.07 Cap: $1.83B
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Q: Hi I'm wondering if you think BKSY or OUST will have more growth in the long term.
I'm thinking BKSY has more of a moat technology-wise but it might just be caught up in space hype. OUST could have lots of growth but aren't there like a million companies with LIDAR technology? I guess they have the whole TAM growing with robotics and cars and all that.

Upvote 3

Read Answer Asked by B on October 28, 2025

• Sea Limited American Depositary Shares each representing one Class A (SE $156.04)
  • $156.04 P/E (TTM): 211.15X Cap: $93.18B
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Q: Any reason for concern with the recent price action in SE? Is it still a good long-tern hold in your estimation? Thank-you.

Upvote 1

Read Answer Asked by Alex on October 28, 2025

• Berkshire Hathaway Inc. (BRK.B $487.70)
  • $487.70 P/E (TTM): 16.37X Cap: $1.02T
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Q: Hi Peter, BRK reports this coming weekend; thoughts on downside vs upside from here ? Drifting lower today thanks to a KBW downgrade. Thank you.

Upvote 4

Read Answer Asked by Paul on October 28, 2025

• Galaxy Digital Inc. (GLXY $31.62)
  • $31.62 Cap: $13.12B
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Q: Galaxy Digital has announced their intention to issue $1B of exchangeable senior notes. As a result, the stock has fallen about 9% in after hours trading as I write this.
Buying opportunity?
Does this change your overall view of the company? (I assume it doesn’t)
Why would the market have such a large reaction to this news?

Thanks

Upvote 7

Read Answer Asked by Mark on October 28, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $44.47)
  • $44.47 Cap: $18.45B
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Q: I see Galaxy is down after hours on news of some sort of a share offering. Can you comment please? I’m guessing that this is not an issue - growth companies need to raise money to gown. Just interested in your comments. This stock has been a good performer for me and I was planning on just holding. Thanks,

Jason

Upvote 6

Read Answer Asked by Jason on October 28, 2025

• Teledyne Technologies Incorporated (TDY $513.58)
  • $513.58 P/E (TTM): 30.54X Cap: $24.33B
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Q: recent thoughts on recent quarter and for longer term holding.

Upvote 1

Read Answer Asked by Kenny on October 28, 2025

• TMX Group Limited (X $51.79)
  • $51.79 P/E (TTM): 31.35X Cap: $14.44B
  • View X Profile
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Q: What do you think of TMX Group results ? Any chance, stock could recover from a precipitous decline over past several weeks ?

Thank You

Upvote 4

Read Answer Asked by rajeev on October 28, 2025

• Bakkt Holdings Inc. Class A (BKKT $21.69)
  • $21.69 Cap: $579M
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Q: What do you think of this company? Debt, growth, mgmt etc? And given ongoing stablecoin and crypto adoption how should it do?

Upvote 2

Read Answer Asked by Max on October 28, 2025

• Financial 15 Split Corp. Class A Shares (FTN $10.76)
  • $10.76 P/E (TTM): 11.06X Cap: $444M
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Q: In need of income over growth as security would be held in a RRIF.
Would FTN be a good income candidate?

Thnx for the great service!!

Upvote 2

Read Answer Asked by David on October 28, 2025

• Arista Networks Inc. (ANET $153.60)
  • $153.60 P/E (TTM): 61.84X Cap: $198.06B
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Q: Thoughts on Arista for a growth stock, thinking of buying it in the CDR form?

Upvote 2

Read Answer Asked by David on October 28, 2025

• Celestica Inc. (CLS $475.53)
  • $475.53 P/E (TTM): 57.14X Cap: $56.43B
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Q: Please comment on CLS Earnings.

Upvote 10

Read Answer Asked by Valter on October 28, 2025

• Celestica Inc. (CLS $475.53)
  • $475.53 P/E (TTM): 57.14X Cap: $56.43B
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Q: Celestica results, as expected, appear to have blown past all estimates. Kudos to 5i for your conviction !!! Thank You. And, Investor Day has n't begun yet.

Would you be comfortable buying/adding shares, after this meteoric rise, or wait for stock to settle ?

Thank You

Upvote 9

Read Answer Asked by rajeev on October 28, 2025

• Pan American Silver Corp. (PAAS $47.00)
  • $47.00 P/E (TTM): 24.31X Cap: $17.63B
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• AbraSilver Resource Corp. (ABRA $6.36)
  • $6.36 Cap: $1B
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Q: AbraSilver has recently closed a bought deal financing at $7.10 with Kinross as one of the buyers to finance its advancement of Diablillos in Argentina. This seems to be a large project so with shares now at $6.29 would you be a buyer? Please comment also on the PAAS outlook.

Upvote 4

Read Answer Asked by Jeff on October 27, 2025

• Burford Capital Limited (BUR $9.41)
  • $9.41 P/E (TTM): 25.54X Cap: $2.09B
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Q: Is this a typical company in the space? Any good qualities? Thanks

Upvote 1

Read Answer Asked by MG on October 27, 2025