Investment Q&A

• iShares U.S. Aerospace & Defense ETF (ITA $246.97)
  • $246.97 P/E (TTM): 20.14X Cap: $16.21B
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• Global X Defense Tech ETF (SHLD $77.31)
  • $77.31 P/E (TTM): 43.34X Cap: $7.76B
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• Select STOXX Europe Aerospace & Defense ETF (EUAD $45.90)
  • $45.90 P/E (TTM): 211.93X Cap: $1.44B
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Q: Hi, wondering what Defence and Aerospace etfs you recommend now.

Upvote 4

Read Answer Asked by Helen on August 05, 2025

• Palantir Technologies Inc. (PLTR $153.19)
  • $153.19 P/E (TTM): 233.68X Cap: $366.22B
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Q: Is this a good opportunity in the AI space for a 10 year hold?

Upvote 3

Read Answer Asked by Tim on August 05, 2025

• Alphabet Inc. (GOOG $303.45)
  • $303.45 P/E (TTM): 28.34X Cap: $3.67T
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• Alphabet Inc. (GOOGL $303.13)
  • $303.13 P/E (TTM): 28.08X Cap: $3.66T
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Q: If Google was forced to break up the company,typically how is this done would you get some shares of You Tube and Waymo etc or what would that possibly look like if it occurs….Thanks

Upvote 4

Read Answer Asked by Greg on August 05, 2025

• Fortis Inc. (FTS $78.73)
  • $78.73 P/E (TTM): 22.46X Cap: $39.94B
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• Brookfield Renewable Partners L.P. (BEP.UN $41.55)
  • $41.55 Cap: $28.69B
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• Capital Power Corporation (CPX $61.53)
  • $61.53 P/E (TTM): 21.91X Cap: $9.57B
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• TransAlta Corporation (TA $18.07)
  • $18.07 Cap: $5.36B
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Q: Brookfield was a significant beneficiary of large investments in clean power from the tech giants. Do you see other utilities in Canada or US benefiting similarly in the future? It seems that the utilities space offers a potentially stable growth space going forward with power demand going up. Is this worth the effort, for example, compared to chips or software as a growth investment avenue.

Upvote 3

Read Answer Asked by Peter on August 05, 2025

• Alphabet Inc. (GOOG $303.45)
  • $303.45 P/E (TTM): 28.34X Cap: $3.67T
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• Microsoft Corporation (MSFT $405.20)
  • $405.20 P/E (TTM): 25.26X Cap: $3T
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• Brookfield Renewable Partners L.P. (BEP.UN $41.55)
  • $41.55 Cap: $28.69B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $55.77)
  • $55.77 Cap: $8.11B
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Q: Could you please explain the inter-relationship between these two stocks? I realize one is incorporated etc but I am interested in their holdings, especially because 1. BEPC is outperforming and 2. There are large US contracts that are shaping their business. It was my understanding that each had their own different contracts but they were essentially the same company at a high level. Are they impacted differently by their contracts with Google and Microsoft or will they both benefit equally? Are their operational strategies any different?
Thanks.

Upvote 5

Read Answer Asked by Peter on August 05, 2025

• Whitecap Resources Inc. (WCP $13.64)
  • $13.64 P/E (TTM): 13.31X Cap: $16.55B
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Q: I am considering a purchase for 10 yr hold in my registered acct. Thoughts? and is Dividend safe? I have low exposure to oil & gas sector. Is there a better choice?

Upvote 7

Read Answer Asked by Tim on August 05, 2025

• Fortis Inc. (FTS $78.73)
  • $78.73 P/E (TTM): 22.46X Cap: $39.94B
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Q: I know you like this name but Im wondering if its overbought at these levels. Buy now or wait for a downturn later?

Upvote 4

Read Answer Asked by Graeme on August 05, 2025

• Alimentation Couche-Tard Inc. (ATD $82.77)
  • $82.77 P/E (TTM): 22.03X Cap: $76.62B
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• Brookfield Corporation Class A Limited Voting Shares (BN $58.99)
  • $58.99 P/E (TTM): 86.64X Cap: $132.45B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $63.52)
  • $63.52 P/E (TTM): 29.67X Cap: $104.05B
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Q: Would U buy/add today the above 3 stocks.Good Entry prices for each. Txs for U usual great services & views.

Upvote 6

Read Answer Asked by Peter on August 05, 2025

• MEG Energy Corp. (MEG $30.89)
  • $30.89 P/E (TTM): 6.87X Cap: $7.85B
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Q: I was surprised to receive the corporate action from MEG dated July 29th (see below) 1) Is this a done deal? I thought the offer was considered too low and speculation was that other offers would likely be forthcoming. 2) If it were you, what would you do with your shares of MEG?

Option 1: Tender (Canadian Shareholders and Shareholders who reside in a "Non-Restricted State") -
To receive $4.10 CAD and 0.62 of a common share of Strathcona Resources Limited (SCR (TSX) /
(STHRF) (OTC)) (862952108) for each common share of MEG Energy Corporation tendered.
Deadline for Client Instructions: September 12, 2025 11:59 AM Toronto time
Issue Expiry Date: September 15, 2025 05:00 PM Mountain time

Upvote 4

Read Answer Asked by Scott on August 05, 2025

• CAE Inc. (CAE $42.13)
  • $42.13 P/E (TTM): 34.97X Cap: $13.55B
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• Descartes Systems Group Inc. (The) (DSG $93.03)
  • $93.03 P/E (TTM): 41.54X Cap: $7.99B
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• Global X US Dollar Currency ETF (DLR $13.89)
  • $13.89 P/E (TTM): 13.15X Cap: $291M
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Q: Hi There,
I prefer not to buy DLR to convert from CAD to USD because of high MER and I don't mind holding the security for awhile before selling in my USD account. Can you suggest an alternative which is a dual listed CAD stock as a possible DLR replacement that has these characteristics; good trading volume, low bid/ask spread, low volatility, no dividend etc.

Upvote 5

Read Answer Asked by Ian on August 05, 2025

• Supremex Inc. (SXP $3.69)
  • $3.69 Cap: $89M
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Q: What are your thoughts on this company. I am looking to invest a smaller portion initially for a longer term hold. It has manufacturing facilities in both Canada and the U,S, which should shield it from tariffs and operations seem to have improved in the last few years.

Thank you

David

Upvote 2

Read Answer Asked by david on August 05, 2025

Q: I-MAB (IMAB:Nasdaq) is up 11% today on 4 times the usual volume. Is this a sign of a fundamentally significant move in its prospects? Your insight would be much appreciated as it is well-rated but not by firms/analysts I recognize.
Thanks
David

Upvote 1

Read Answer Asked by David on August 05, 2025

• Novo Nordisk A/S (NVO $38.50)
  • $38.50 P/E (TTM): 10.32X Cap: $363.68B
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Q: Hi,

I am considering a position in novo nordisk (the CDR).

1) Is this a good investment?

2) I have an uneasy feeling about the hedged CDRs. Where do they make their money? Where is the retail investor getting exploited?

Cheers,
David

Upvote 3

Read Answer Asked by D on August 05, 2025

• UnitedHealth Group Incorporated (DE) (UNH $291.96)
  • $291.96 P/E (TTM): 15.38X Cap: $265B
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Q: Why do you think Health Care stocks around the world seem to be down on a yearly basis? Is there anything other than a normal cycle shift?

Thank you

Paul

Upvote 3

Read Answer Asked by paul on August 05, 2025

• Figma Inc. Class A (FIG $29.64)
  • $29.64 Cap: $15.46B
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• Circle Internet Group Inc. Class A (CRCL $105.27)
  • $105.27 Cap: $24.78B
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Q: First, CRCL: Great IPO …. But now be pounded down!
How did this love affair end so quickly and be penalized so severely?

Would you see something similar happening with FIG?

There seems to be a lot of interest in jumping onto that bandwagon right now but I gather your advice is to hold off for now.

Thanks for your insights.

Upvote 4

Read Answer Asked by Donald on August 05, 2025

• TMX Group Limited (X $47.63)
  • $47.63 P/E (TTM): 32.21X Cap: $13.25B
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Q: Hi guys

Please provide feedback for the following quarterly results, X,

Thanks,

Jim

Upvote 3

Read Answer Asked by jim on August 05, 2025

• LKQ Corporation (LKQ $32.07)
  • $32.07 P/E (TTM): 13.95X Cap: $8.32B
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• Boyd Group Services Inc. (BYD $230.28)
  • $230.28 P/E (TTM): 234.36X Cap: $6.40B
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Q: Any thoughts/insights on the current drop other than I recently acquired :)

Upvote 1

Read Answer Asked by Steven on August 05, 2025

• Topicus.com Inc. (TOI $100.42)
  • $100.42 P/E (TTM): 306.56X Cap: $13.14B
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• Lumine Group Inc. (LMN $21.54)
  • $21.54 P/E (TTM): 81.68X Cap: $5.52B
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Q: Your thoughts please on the quarter? Thx

Upvote 11

Read Answer Asked by blake on August 05, 2025

Q: further to six figure estate RIFF taxations----I am an 88 year old in that high tax bracket.

an additional strategy is to give while still alive to receivers in lower brackets ---- you see what they do with it. I found they use it wisely.

Upvote 9

Read Answer Asked by joe on August 04, 2025

• Constellation Software Inc. (CSU $2,650.66)
  • $2,650.66 P/E (TTM): 60.17X Cap: $56.17B
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Q: What are the estimates for the upcoming earnings of Constellation Software ?

Thanks

Upvote 3

Read Answer Asked by rajeev on August 04, 2025