Investment Q&A

• Roper Technologies Inc. (ROP $526.94)
  • $526.94 P/E (TTM): 37.4X Cap: $58.16B
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Q: Hi,
Roper is now generating more revenue from providing software as services business. It's price did not move much in past 2 years. When I compare it with QQQ which is more of a Technology based etf, its return are negative? What could went against ROP? Your opinion on ROP on its future.
Thanks
Piyush

Upvote 1

Read Answer Asked by Piyush on August 15, 2025

• Brown & Brown Inc. (BRO $96.40)
  • $96.40 P/E (TTM): 27.92X Cap: $31.44B
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Q: Can I get your updated opinion on BRO. It has sold off. Can you comment on its earnings and financial position. Also what do you think of there latest deal. Is this a buy?

Upvote 1

Read Answer Asked by Frank on August 15, 2025

• Zoomd Technologies Ltd. (ZOMD $2.06)
  • $2.06 P/E (TTM): 12.83X Cap: $205M
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Q: Please comment on the 2nd q numbers. Thanks.

Upvote 1

Read Answer Asked by Murray on August 15, 2025

• Wix.com Ltd. (WIX $126.80)
  • $126.80 Cap: $7.05B
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Q: Please comment on Wix after it's 44% decline ytd.

Upvote 1

Read Answer Asked by Adam on August 15, 2025

• Upwork Inc. (UPWK $14.79)
  • $14.79 P/E (TTM): 8.19X Cap: $1.96B
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Q: Can you please update your thoughts since your last comments? Seems to be trading cheap for a growing company with an AI tailwind?

Upvote 1

Read Answer Asked by Adam on August 15, 2025

• Peyto Exploration & Development Corp. (PEY $18.93)
  • $18.93 P/E (TTM): 11.32X Cap: $3.78B
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Q: Kindly comment on the PEY Q2 results released yesterday and how come its SP reacted so negatively after this release. Thanks.

Upvote 3

Read Answer Asked by Victor on August 15, 2025

• Loblaw Companies Limited (L $58.77)
  • $58.77 P/E (TTM): 7.26X Cap: $70.31B
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• Metro Inc. (MRU $102.10)
  • $102.10 P/E (TTM): 21.93X Cap: $22.21B
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Q: Hello, I’m looking to add consumer staples to my portfolio. That being said, after Metro’s recent decline post earnings would you consider the current price an attractive entry point? At current prices, do you have a preference between Metro or Loblaw. I plan on holding both in a non registered account where I prioritize yield, dividend safety and dividend growth. I’m leaning toward buying both but taking a bigger position in Metro due to the recent price drop and higher yield. Thanks.

Upvote 2

Read Answer Asked by Anthony on August 15, 2025

• Align Technology Inc. (ALGN $140.67)
  • $140.67 P/E (TTM): 24.2X Cap: $10.19B
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Q: Could you please provide some commentary after the companies 35% decline ytd?

Upvote 1

Read Answer Asked by Adam on August 15, 2025

• Constellation Software Inc. (CSU $4,438.01)
  • $4,438.01 P/E (TTM): 108.15X Cap: $94.04B
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Q: Hi, looks like CSU is dipping a bit here. Do you think today’s price at around $4250 present a good buying opportunity?

Upvote 8

Read Answer Asked by Michael on August 15, 2025

• Metro Inc. (MRU $102.10)
  • $102.10 P/E (TTM): 21.93X Cap: $22.21B
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Q: Can you please give your take on recent MRU decline and what you think of the stock going forward. Would you stick with this stock or switch to another similar company. Thanks

Upvote 2

Read Answer Asked by Ric on August 15, 2025

• Quarterhill Inc. (QTRH $1.13)
  • $1.13 Cap: $132M
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Q: Results could be described as stable, but I don't like the fact that they had to renegotiate covenants, and that the extension goes only until September30, 2025.
Your opinion on both the results and the covenant issue would be most welcome.
Thanks folks!

Upvote 2

Read Answer Asked by Robert on August 15, 2025

• Miscellaneous (MISC)
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Q: In a recent market update you stated that the markets were approaching or beginning to appear a little frothy!!

Given that the markets have continued to reach all time highs (albeit earnings have been very good) do you continue to view the market as somewhat frothy or full on frothy??

How would you position your holdings going into a potentially frothy market?

Thank you
Tim

Upvote 9

Read Answer Asked by Timothy on August 15, 2025

• WELL Health Technologies Corp. (WELL $4.84)
  • $4.84 Cap: $1.22B
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Q: WELL reported good results, or at least they seemed good. In early questions, 5i agreed. Stock opened higher then fell off a cliff ending down 32c. What does the market see about the results that initially wasn't obvious. Or is this just a glorious time to add to position?

Upvote 14

Read Answer Asked on August 15, 2025

• UnitedHealth Group Incorporated (DE) (UNH $303.35)
  • $303.35 P/E (TTM): 12.55X Cap: $274.73B
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• Berkshire Hathaway Inc. (BRK.B $488.59)
  • $488.59 P/E (TTM): 16.63X Cap: $1.05T
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Q: Buffet has purchased a stake. Is it time to buy in?

Upvote 4

Read Answer Asked by sean on August 15, 2025

• 5N Plus Inc. (VNP $15.36)
  • $15.36 P/E (TTM): 29.1X Cap: $1.36B
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• MDA Space Ltd. (MDA $44.36)
  • $44.36 P/E (TTM): 49.73X Cap: $5.53B
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• AST SpaceMobile Inc. (ASTS $44.98)
  • $44.98 Cap: $16.12B
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Q: Hi,

Curious if which of these companies you like based on potential risk/rewards - or if there is another similar company that you prefer?

Thanks.

Upvote 10

Read Answer Asked by Evan on August 15, 2025

• goeasy Ltd. (GSY $204.60)
  • $204.60 P/E (TTM): 12.24X Cap: $3.28B
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Q: Just noticed analysts predict 2026 earnings for GSY to increase by 26% over 2025. Increase over previous year was 4.25%. Any thoughts on drivers of the 2026 large increase?

Thanks

Upvote 7

Read Answer Asked by Joseph on August 15, 2025

• BYD Co - Class H (BYDDF $14.42)
  • $14.42 Cap: $15.83B
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Q: Can you buy byddf in your TFSA? I read somewhere OTC stocks can't be held in tfsa

Upvote 2

Read Answer Asked by Mark on August 15, 2025

• Celestica Inc. (CLS $252.29)
  • $252.29 P/E (TTM): 41.03X Cap: $29.02B
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• WELL Health Technologies Corp. (WELL $4.84)
  • $4.84 Cap: $1.22B
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Q: Hi team,
With no consideration for anything other than total share price return, which of these 2 names ( Well, CLS) do you see performing better from today’s levels? Well has been lagging for some time now . Wondering whether my investment is better spent buying into CLS now that it’s pulled back a little bit in the last couple days.

Thanks,
Shane

Upvote 9

Read Answer Asked by Shane on August 15, 2025

• Broadcom Inc. (AVGO $289.60)
  • $289.60 P/E (TTM): 109.05X Cap: $1.36T
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• Clorox Company (The) (CLX $119.84)
  • $119.84 P/E (TTM): 18.6X Cap: $14.65B
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• Danaher Corporation (DHR $203.90)
  • $203.90 P/E (TTM): 44.88X Cap: $146B
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• Altria Group Inc. (MO $67.68)
  • $67.68 P/E (TTM): 12.88X Cap: $113.52B
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• Merck & Company Inc. (MRK $86.08)
  • $86.08 P/E (TTM): 12.38X Cap: $211.46B
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• Oracle Corporation (ORCL $233.16)
  • $233.16 P/E (TTM): 54.06X Cap: $660.24B
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• Prudential Financial Inc. (PRU $107.17)
  • $107.17 P/E (TTM): 23.4X Cap: $37.70B
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• Constellation Brands Inc. (STZ $164.93)
  • $164.93 Cap: $29.07B
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• Thermo Fisher Scientific Inc (TMO $483.76)
  • $483.76 P/E (TTM): 28.62X Cap: $182.67B
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• UnitedHealth Group Incorporated (DE) (UNH $303.35)
  • $303.35 P/E (TTM): 12.55X Cap: $274.73B
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• United Rentals Inc. (URI $890.12)
  • $890.12 P/E (TTM): 23.72X Cap: $58.02B
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• Berkshire Hathaway Inc. (BRK.B $488.59)
  • $488.59 P/E (TTM): 16.63X Cap: $1.05T
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• Palantir Technologies Inc. (PLTR $156.18)
  • $156.18 P/E (TTM): 520.03X Cap: $370.51B
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Q: Good Morning Everyone,

I’ve heard a stat that claims that ~80% of the returns since “liberation day” have come from 10 stocks. (MAG 7, PLTR, ORCL, AVGO)
Is this true? Is this unusual?

May I have 10 each of your favourite CAN and US value stocks to look at please?

Thank you!

Upvote 26

Read Answer Asked by Sandra on August 15, 2025

• Bank of Nova Scotia (The) (BNS $56.61)
  • $56.61 P/E (TTM): 16.47X Cap: $70.51B
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Q: What do you make of BNS laying off investment bankers? Time to cash out? Thanks a lot.

Upvote 3

Read Answer Asked by TOM on August 15, 2025