Investment Q&A

• TELUS Corporation (T $18.19)
  • $18.19 P/E (TTM): 25.1X Cap: $29.35B
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Q: new dividend change
2025-11-07 Telus (T) said Friday that third-quarter adjusted earnings fell as operating revenue stayed flat.
The company also raised its dividend by 4%, to $0.42.

Upvote 7

Read Answer Asked by Madeline on November 12, 2025

• TELUS Corporation (T $18.19)
  • $18.19 P/E (TTM): 25.1X Cap: $29.35B
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Q: So Veritas apparently issued a report that says Telus can’t cover its dividend. They were on BNN saying same:

https://youtu.be/2zA0wBCMmbk?si=LNQEIs0J8r-IvL5L

Thoughts?

Upvote 12

Read Answer Asked by Mark on November 12, 2025

• Theralase Technologies Inc. (TLT $0.30)
  • $0.30 Cap: $77M
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Q: TLT has recently announced promising results for Rutherin, the molecule it is testing. E.g. "Enhanced Tumor Destruction: Radiation-activated Rutherrin® achieved a 100-fold increase in cancer cell kill versus radiation therapy alone." But it is tiny, with a multi-year path to final results and depends on raising further capital. How can an investor assess companies like this, and what is your opinion of TLT re getting an investment toe in the door?

Upvote 1

Read Answer Asked by John on November 12, 2025

• Constellation Software Inc. (CSU $2,333.85)
  • $2,333.85 P/E (TTM): 53.17X Cap: $48.75B
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Q: I know that CSU will be widely sold before year end, but I am encouraged that you are still recommending it. So where do you see it turning around before year end and being a buy? Just your best guess and no promises expected…

Upvote 33

Read Answer Asked by James on November 12, 2025

• Constellation Software Inc. (CSU $2,333.85)
  • $2,333.85 P/E (TTM): 53.17X Cap: $48.75B
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Q: Is there any recent insider buying of CSU? Do you think we have seen most of the bad news?

Thanks for all your help,

Mike

Upvote 21

Read Answer Asked by Michael on November 12, 2025

• NVIDIA Corporation (NVDA $183.17)
  • $183.17 P/E (TTM): 47.16X Cap: $4.54T
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Q: I am concerned that Softbank sold 100% of their holdings in Nvdia. Are you?

Why or why not?

Thanks



Sheldn

Upvote 14

Read Answer Asked by Sheldon on November 12, 2025

Q: Next to "PORTFOLIOS" there is a "new" marking. Please tell me what this refers to.
Thank you

Upvote 12

Read Answer Asked by STANLEY on November 11, 2025

• Nebius Group N.V. (NBIS $96.99)
  • $96.99 Cap: $21.36B
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Q: I'm looking to start a position in NBIS and would be interested in what you would consider a good entry price.

Thanks

Upvote 12

Read Answer Asked by Paula on November 11, 2025

• Constellation Software Inc. (CSU $2,333.85)
  • $2,333.85 P/E (TTM): 53.17X Cap: $48.75B
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• Topicus.com Inc. (TOI $85.88)
  • $85.88 P/E (TTM): 754.5X Cap: $7.20B
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• Lumine Group Inc. (LMN $18.21)
  • $18.21 P/E (TTM): 74.03X Cap: $4.73B
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Q: Hi team,
I own LMN and TOI but not CSU. With the recent weakness in the group would you see it a better move to sell both LMN and TOI to consolidate into the larger CSU? Or would you continue to view LMN/TOI as having more long term upside compared to CSU due to their smaller size and still safe to hold the smaller spin offs? I won't need the funds for a decade or so at least.

Thanks,
Shane.

Upvote 21

Read Answer Asked by Shane on November 11, 2025

• Emera Incorporated (EMA $70.08)
  • $70.08 P/E (TTM): 17.98X Cap: $20.64B
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• BMO Covered Call Utilities ETF (ZWU $11.93)
  • $11.93 P/E (TTM): 18.74X Cap: $2.10B
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Q: Good Afternoon. As a retiree I am trying to simplify my portfolio. Should I sell my holdings of EMA and roll the proceeds into ZWU? Cheers.

Upvote 3

Read Answer Asked by Neil on November 11, 2025

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.71)
  • $71.71 P/E (TTM): 32.32X Cap: $113.95B
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Q: Can you please comment on any concerns about this company as well as perhaps some positives, including some of the items below?

- its profitability during a potential recession.

- 2.7% earnings yield

- High Enterprise / EBITDA ratio

Thanks.

Upvote 3

Read Answer Asked by James on November 11, 2025

• Doximity Inc. Class A (DOCS $24.99)
  • $24.99 P/E (TTM): 21.63X Cap: $4.56B
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Q: May I have your opinion on their recent earnings please.

Upvote 3

Read Answer Asked by Mike on November 11, 2025

• Brookfield Infrastructure Partners L.P. (BIP.UN $52.50)
  • $52.50 P/E (TTM): 58.82X Cap: $24.23B
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• Brookfield Corporation Class A Limited Voting Shares (BN $65.22)
  • $65.22 P/E (TTM): 91.0X Cap: $145.52B
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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): 18.41X
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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 $25.36)
  • $25.36 P/E (TTM): 2.79X Cap: $3.61B
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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 $6.09)
  • $6.09 P/E (TTM): 9.0X Cap: $197M
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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 $10.42)
  • $10.42 Cap: $2.66B
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• Silvercorp Metals Inc. (SVM $14.69)
  • $14.69 P/E (TTM): 93.19X Cap: $3.04B
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• Lundin Gold Inc. (LUG $108.22)
  • $108.22 P/E (TTM): 27.65X Cap: $24.47B
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• G Mining Ventures Corp. (GMIN $47.29)
  • $47.29 P/E (TTM): 32.04X Cap: $10.11B
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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 $13.21)
  • $13.21 P/E (TTM): 11.32X Cap: $15.75B
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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 $75.87)
  • $75.87 P/E (TTM): 17.73X Cap: $89.12B
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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 $69.79)
  • $69.79 P/E (TTM): 9.13X Cap: $147.98B
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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