Investment Q&A

• Constellation Software Inc. (CSU $3,970.35)
  • $3,970.35 P/E (TTM): 97.2X Cap: $83.81B
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• Topicus.com Inc. (TOI $137.61)
  • $137.61 P/E (TTM): 74.22X Cap: $11.63B
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• Lumine Group Inc. (LMN $37.34)
  • $37.34 P/E (TTM): 143.92X Cap: $9.61B
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Q: How exposed are csu, Toi and lmn to Tarriffs? Or is it to their advantage and they will pick companies at good discounts? Thanks.

Shyam

Upvote 11

Read Answer Asked by Shyam on March 26, 2025

• GameStop Corporation (GME $23.38)
  • $23.38 P/E (TTM): 29.49X Cap: $11.42B
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• Strategy Inc (MSTR $296.76)
  • $296.76 P/E (TTM): 28.86X Cap: $85.25B
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Q: Thoughts on earnings and the announcement saying they've updated their investment policy to add bitcoin as a treasury reserve asset?

GameStop also redesigned their investor relations website which is now strikingly similar to Berkshire Hathaway's website. Do you think this is indicative of GameStop pivoting to being a holding company similar to Berkshire? They have a lot of cash.

Upvote 3

Read Answer Asked by Marco on March 26, 2025

• Nvidia CDR (CAD Hedged) (NVDA $41.10)
  • $41.10 P/E (TTM): 64.05X Cap: $6.14T
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Q: I have 200 shares of NVDA at an Average Cost of $30/US. AS it drops does it make sense to buy more? Would your answer apply to ANY stock?
Thanks!

Upvote 5

Read Answer Asked by Austin on March 26, 2025

• Broadcom Inc. (AVGO $351.33)
  • $351.33 P/E (TTM): 82.81X Cap: $1.62T
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• Intuitive Surgical Inc. (ISRG $435.61)
  • $435.61 P/E (TTM): 60.69X Cap: $156.43B
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• NVIDIA Corporation (NVDA $179.83)
  • $179.83 P/E (TTM): 53.65X Cap: $4.37T
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• Salesforce Inc. (CRM $236.58)
  • $236.58 P/E (TTM): 36.16X Cap: $228.26B
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• Rockwell Automation Inc. (ROK $352.09)
  • $352.09 P/E (TTM): 39.17X Cap: $38.67B
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• Tesla Inc. (TSLA $435.15)
  • $435.15 P/E (TTM): 251.97X Cap: $1.38T
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• ServiceNow Inc. (NOW $903.05)
  • $903.05 P/E (TTM): 111.79X Cap: $189.54B
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• MongoDB Inc. (MDB $317.83)
  • $317.83 Cap: $25.53B
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• ASML Holding N.V. (ASML $1,009.81)
  • $1,009.81 P/E (TTM): 44.04X Cap: $386.66B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $304.71)
  • $304.71 P/E (TTM): 41.64X Cap: $1.58T
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• Palantir Technologies Inc. (PLTR $179.62)
  • $179.62 P/E (TTM): 590.7X Cap: $426.40B
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• Snowflake Inc. (SNOW $240.86)
  • $240.86 Cap: $81.59B
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Q: Good evening,

I am wondering if you have any possible suggestions regarding companies that focus predominately in the application layer or operate full-stack models of AI.

The reason why I am asking this is because of an article entitled: "AI's revolution is just beginning" in Sunday's Globe and Mail. Sadly, there are a few parts that I don't fully comprehend which unfortunately prevents me from investigating more fully. A starting point would be great!

Take a peek to the article as it draws parallels to the dot com/internet crash of the 2000s.

Any ideas would be greatly appreciated so I may begin to investigate.

Conversely, state any points you think should be taken with a grain of salt!

Thanks!
Arturo

Upvote 17

Read Answer Asked by Arturo on March 26, 2025

• Volatus Aerospace Inc. (FLT $0.78)
  • $0.78 Cap: $493M
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Q: What are the prospects for future growth? Thanks.

Upvote 1

Read Answer Asked by Michael on March 26, 2025

• Banco Santander S.A. Sponsored ADR (Spain) (SAN $9.87)
  • $9.87 P/E (TTM): 13.12X Cap: $166.13B
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Q: Peter and His Wonder Team
I know this bank is out of your territory. However I would appreciate your opinion. I know it has done well in the last year but am wondering what are the odds that it may go higher. I have owned it for a long time. Not sure if I should lock in a profit or take the risk that it will go higher. Thanks...your opinion is always sobering!

Upvote 3

Read Answer Asked by Ernest on March 26, 2025

• Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.75)
  • $103.75 Cap: $2.25B
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Q: Is there any withholding tax on an ETF like VGG in a TFSA when you sell it?

Upvote 3

Read Answer Asked by Martin on March 26, 2025

• BMO Floating Rate High Yield ETF (ZFH $15.10)
  • $15.10 Cap: $218M
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Q: Your thoughts on ZFH.

Thanks

Upvote 5

Read Answer Asked by Mark on March 26, 2025

Q: Hi Guys,

Thanks for answering my question today re 10 stocks for a 3 to 5 year hold. Just wanted to know what percentage would these 10 stocks hold within the portfolio?

Thanks

Jim

Upvote 7

Read Answer Asked by jim on March 26, 2025

• Zoomd Technologies Ltd. (ZOMD $2.16)
  • $2.16 P/E (TTM): 9.13X Cap: $213M
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Q: Could you comment on results?

Upvote 2

Read Answer Asked by tom on March 26, 2025

• iShares MSCI India ETF (INDA $53.76)
  • $53.76 P/E (TTM): 35.65X Cap: $9.27B
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• HDFC Bank Limited (HDB $36.05)
  • $36.05 P/E (TTM): 35.41X Cap: $179.69B
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Q: Hi I am trying to diversify more,would like to look at India like the best bank,do you have any thoughts?

Upvote 1

Read Answer Asked by kevin on March 26, 2025

• Silvercorp Metals Inc. (SVM $10.09)
  • $10.09 P/E (TTM): 23.2X Cap: $2.10B
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• Fortuna Mining Corp. (FVI $13.54)
  • $13.54 P/E (TTM): 17.93X Cap: $3.95B
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Q: Are there any 'undervalued' silver stocks?Thanks.

Upvote 3

Read Answer Asked by Maurice on March 26, 2025

• BMO Monthly Income ETF (ZMI $18.44)
  • $18.44 P/E (TTM): 17.93X Cap: $179M
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Q: How safe is this ETF for monthly income. Been holding for a bit.

Upvote 3

Read Answer Asked by David M. on March 26, 2025

• Townsquare Media Inc. Class A (TSQ $6.25)
  • $6.25 P/E (TTM): 2.2X Cap: $104M
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Q: Is radio truly dead or does this firm's excellent dividend, dividend to cash flow ratio and other qualities make it worth a look?

Upvote 1

Read Answer Asked by David on March 26, 2025

• Lockheed Martin Corporation (LMT $499.41)
  • $499.41 P/E (TTM): 28.29X Cap: $117.94B
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• Northrop Grumman Corporation (NOC $608.93)
  • $608.93 P/E (TTM): 22.81X Cap: $89.76B
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• iShares U.S. Aerospace & Defense ETF (ITA $207.68)
  • $207.68 P/E (TTM): 20.79X Cap: $12.05B
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• RTX Corporation (RTX $157.00)
  • $157.00 P/E (TTM): 34.91X Cap: $213.36B
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• Select STOXX Europe Aerospace & Defense ETF (EUAD $43.84)
  • $43.84 P/E (TTM): 179.88X Cap: $1.21B
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Q: Given the increasing focus on defence spending both in North America and Europe, do you have some conviction stocks (accessible to a Canadian retail investor) that will likely benefit from this trend?

Upvote 5

Read Answer Asked by JAMES on March 26, 2025

• BCE Inc. (BCE $33.21)
  • $33.21 P/E (TTM): 72.74X Cap: $30.54B
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Q: If I have a drip set-up, is there a reason why the reinvestment did not occur in January?

Upvote 2

Read Answer Asked by David on March 26, 2025

• Lincoln National Corporation (LNC $39.53)
  • $39.53 P/E (TTM): 6.81X Cap: $7.63B
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• Pfizer Inc. (PFE $24.39)
  • $24.39 P/E (TTM): 13.15X Cap: $139.40B
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• Annaly Capital Management Inc. (NLY $20.80)
  • $20.80 P/E (TTM): 20.59X Cap: $13.30B
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• CareTrust REIT Inc. (CTRE $33.28)
  • $33.28 P/E (TTM): 27.43X Cap: $6.64B
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• Janus Henderson Group plc (JHG $44.40)
  • $44.40 P/E (TTM): 16.24X Cap: $6.52B
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• Chord Energy Corporation (CHRD $90.12)
  • $90.12 P/E (TTM): 23.1X Cap: $5.20B
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Q: can you recommend 3-4 US companies with at east a 4% yield and good growth (at least 20%), in sales and earnings, expected for at east the next few years

Upvote 1

Read Answer Asked by arnold on March 26, 2025

• TerraVest Industries Inc. (TVK $141.49)
  • $141.49 Cap: $2.98B
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Q: Hovering around high $140s and into $150s, what would be a good entry for Terravest? thank you

Upvote 5

Read Answer Asked by Erika on March 26, 2025

• Cantaloupe Inc. (CTLP $10.65)
  • $10.65 P/E (TTM): 12.31X Cap: $782M
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Q: HI folks, can please get update on Ctlp (Cantaloupe) on Q2/25 earnings, guidance and any specifics on selloff.....in $7's....rate Buy/Hold/Sell....thanks as always, jb

Upvote 2

Read Answer Asked by John on March 25, 2025

• TELUS Corporation (T $21.19)
  • $21.19 P/E (TTM): 33.34X Cap: $32.61B
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Q: Is Telus buyable today and what would be a good entry price?

Thanks.

Upvote 5

Read Answer Asked by Lynda on March 25, 2025