Investment Q&A

Q: Hi,

You have probably answered this before so apologies if you have.

In general, can you please briefly compare and contrast the following fixed income alternatives?

GICs
Directly held bonds (corporate or government)
Bond ETFs
Bond mutual funds

Thank you so much. Michael

Upvote 5

Read Answer Asked by Michael on October 23, 2025

• Driven Brands Holdings Inc. (DRVN $15.30)
  • $15.30 Cap: $2.60B
  • View DRVN Profile
  • View Questions on DRVN

Q: Peter; DRVN just raised substantial money with debt. Does this make it better , or worse , for common shareholders. I’m thinking of selling it and switch to a totally different sector by buying VNP. Thoughts ? Thanks.
Rod

Upvote 3

Read Answer Asked by Rodney on October 23, 2025

• BetaPro S&P/TSX 60 Daily Inverse ETF (CNDI $20.47)
  • $20.47 Cap: $15M
  • View CNDI Profile
  • View Questions on CNDI

Q: I'm anticipating a short term market correction. What Canadian listed ETF would you recommend to for an inverse or short position on the TSX as a hedge again a market downturn.

Upvote 2

Read Answer Asked by David on October 23, 2025

• WSP Global Inc. (WSP $276.16)
  • $276.16 P/E (TTM): 45.59X Cap: $36.75B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Stantec Inc. (STN $156.84)
  • $156.84 P/E (TTM): 41.36X Cap: $17.84B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• Calian Group Ltd. (CGY $49.93)
  • $49.93 Cap: $572M
  • View CGY Profile
  • View Questions on CGY
• KBR Inc. (KBR $44.08)
  • $44.08 P/E (TTM): 15.77X Cap: $5.58B
  • View KBR Profile
  • View Questions on KBR
• Parsons Corporation (PSN $84.16)
  • $84.16 P/E (TTM): 36.86X Cap: $9B
  • View PSN Profile
  • View Questions on PSN

Q: Of the above, what company or two do you see as having the best outlook and prospects for share appreciation ?

Upvote 3

Read Answer Asked by Kel on October 23, 2025

• BMO Equal Weight Utilities Index ETF (ZUT $27.01)
  • $27.01 P/E (TTM): 17.63X Cap: $801M
  • View ZUT Profile
  • View Questions on ZUT
• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $60.40)
  • $60.40 P/E (TTM): 13.61X Cap: $336M
  • View XST Profile
  • View Questions on XST
• Consumer Staples Select Sector SPDR (XLP $79.09)
  • $79.09 P/E (TTM): 26.55X Cap: $16.06B
  • View XLP Profile
  • View Questions on XLP

Q: I am under weight in utilities and consumer defensive could you please provide your top picks for each category including stocks and ETFs

Upvote 3

Read Answer Asked by Roy on October 23, 2025

• Hudbay Minerals Inc. (HBM $22.15)
  • $22.15 P/E (TTM): 20.63X Cap: $8.52B
  • View HBM Profile
  • View Questions on HBM
• Capstone Copper Corp. (CS $11.47)
  • $11.47 P/E (TTM): 79.27X Cap: $8.66B
  • View CS Profile
  • View Questions on CS

Q: hello
I only have a small position in TECK
looking to add to copper in my portfolio

HBM and CS has both pulled back due to metal weakness, gold etc
please give me an entry point for HBM /CS
and if you have a preference
many thanks
Michael

Upvote 7

Read Answer Asked by Michael on October 23, 2025

• CAE Inc. (CAE $40.15)
  • $40.15 P/E (TTM): 30.53X Cap: $12.83B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE
• Kraken Robotics Inc. (PNG $6.77)
  • $6.77 P/E (TTM): 121.67X Cap: $2.11B
  • View PNG Profile
  • View Questions on PNG
• Volatus Aerospace Inc. (FLT $0.70)
  • $0.70 Cap: $415M
  • View FLT Profile
  • View Questions on FLT
• Draganfly Inc. - Common Shares (DPRO $13.50)
  • $13.50 Cap: $258M
  • View DPRO Profile
  • View Questions on DPRO

Q: With the increased interest in defence spending what are the Canadian companies most likely to benefit from this? Are there any listed companies that are manufacturing drones? Are any of these good buys at the moment?

Upvote 5

Read Answer Asked by Anthony on October 23, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $122.27)
  • $122.27 P/E (TTM): 16.18X Cap: $27.68B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Parkland Corporation (PKI $40.65)
  • $40.65 P/E (TTM): 23.69X Cap: $7.08B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI

Q: Hello,
We currently own Parkland and are wondering if we should be selling prior to the Sunoco takeover? And CGI has been losing ground of late, is it time to move on to a better performer in this space? Any suggestions?
Always appreciate your recommendations and great research.
Thank you... Tom

Upvote 4

Read Answer Asked by Tom on October 23, 2025

• Propel Holdings Inc. (PRL $26.48)
  • $26.48 P/E (TTM): 11.44X Cap: $974M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: hi,
do you still think PRL is a BUY for a full position now? And what are you looking for in the upcoming earnings report and forward guidance? cheers, Chris

Upvote 7

Read Answer Asked by chris on October 23, 2025

• Sprott Physical Gold Trust (PHYS $43.51)
  • $43.51 P/E (TTM): 24.9X Cap: $17.58B
  • View PHYS Profile
  • View Questions on PHYS

Q: How close does this fund track the price of gold? While writing this gold was down 1.36 % but PHYS was down 3.26 %. Clarifications?

Upvote 4

Read Answer Asked by John on October 23, 2025

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $62.21)
  • $62.21 Cap: $8.24B
  • View BIPC Profile
  • View Questions on BIPC

Q: On an up day, virtually every Brookfield stock was in negative territory today. That seems odd. What are your thoughts on this somewhat unlikely event?
Thanks,
Philip

Upvote 4

Read Answer Asked by Philip on October 23, 2025

• Apple Inc. (AAPL $262.82)
  • $262.82 P/E (TTM): 39.22X Cap: $3.85T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $224.21)
  • $224.21 P/E (TTM): 33.22X Cap: $2.35T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $260.51)
  • $260.51 P/E (TTM): 26.92X Cap: $3.06T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $523.61)
  • $523.61 P/E (TTM): 38.16X Cap: $3.86T
  • View MSFT Profile
  • View Questions on MSFT
• Netflix Inc. (NFLX $1,094.69)
  • $1,094.69 P/E (TTM): 47.57X Cap: $471.86B
  • View NFLX Profile
  • View Questions on NFLX
• NVIDIA Corporation (NVDA $186.26)
  • $186.26 P/E (TTM): 51.36X Cap: $4.42T
  • View NVDA Profile
  • View Questions on NVDA
• Tesla Inc. (TSLA $433.72)
  • $433.72 P/E (TTM): 253.74X Cap: $1.44T
  • View TSLA Profile
  • View Questions on TSLA
• Palantir Technologies Inc. (PLTR $184.63)
  • $184.63 P/E (TTM): 584.97X Cap: $428.16B
  • View PLTR Profile
  • View Questions on PLTR

Q: Hi 5i, What technology companies are likely to be in business in 20 years from today.
Of the above ?
Thanks

Upvote 9

Read Answer Asked by Fernando on October 23, 2025

• GE Vernova Inc. (GEV $584.39)
  • $584.39 P/E (TTM): 138.13X Cap: $162.01B
  • View GEV Profile
  • View Questions on GEV

Q: Hi, Could you please comment on GEV earnings. Thank you

Upvote 5

Read Answer Asked by francis on October 22, 2025

• BMO S&P 500 Index ETF (ZSP $104.08)
  • $104.08 P/E (TTM): 26.73X Cap: $20.39B
  • View ZSP Profile
  • View Questions on ZSP
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $48.43)
  • $48.43 Cap: $19.82B
  • View XIC Profile
  • View Questions on XIC
• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $42.59)
  • $42.59 P/E (TTM): 0.19X Cap: $7.25B
  • View VIU Profile
  • View Questions on VIU

Q: Hi 5i,

Looking to start an RESP for a newborn. Any recommendations in how to configure an ETF portfolio? If you had to limit yourself to a selection of 3 ETFs, which would you choose and why?

Upvote 15

Read Answer Asked by Kyle on October 22, 2025

• Patriot Battery Metals Inc. (PMET)
  • P/E (TTM): -21.5X Cap: $186M
  • View PMET Profile
  • View Questions on PMET

Q: Good day, what do you make of the study put out by PMET last night?
Cheers

Upvote 3

Read Answer Asked by Seamus on October 22, 2025

• Robinhood Markets Inc. (HOOD $139.79)
  • $139.79 P/E (TTM): 64.91X Cap: $118.54B
  • View HOOD Profile
  • View Questions on HOOD
• Nebius Group N.V. (NBIS $117.26)
  • $117.26 Cap: $25.27B
  • View NBIS Profile
  • View Questions on NBIS
• Galaxy Digital Inc. (GLXY $39.82)
  • $39.82 Cap: $14.52B
  • View GLXY Profile
  • View Questions on GLXY

Q: Can you please rank these companies in order of conviction and future growth potential? Long term hold. Do you see any concern holding all 3?

Are all 3 in your view, considered compounders?

Any news on their respective declines lately?

Thank you

Upvote 18

Read Answer Asked by Nick on October 22, 2025

• BlackSky Technology Inc. Class A (BKSY $23.64)
  • $23.64 Cap: $810M
  • View BKSY Profile
  • View Questions on BKSY
• Nebius Group N.V. (NBIS $117.26)
  • $117.26 Cap: $25.27B
  • View NBIS Profile
  • View Questions on NBIS

Q: Any reason for the drop in the last week or so for the above names. Future outlook for both? Thank you

Upvote 7

Read Answer Asked by Michael on October 22, 2025

• Nebius Group N.V. (NBIS $117.26)
  • $117.26 Cap: $25.27B
  • View NBIS Profile
  • View Questions on NBIS

Q: Are you concerned about recent decline in the share price?

Upvote 3

Read Answer Asked by brent on October 22, 2025

• Vertiv Holdings LLC Class A (VRT $186.06)
  • $186.06 P/E (TTM): 82.1X Cap: $70.04B
  • View VRT Profile
  • View Questions on VRT

Q: Can you please comment on the recent earnings?

Upvote 4

Read Answer Asked by sean on October 22, 2025

• Descartes Systems Group Inc. (The) (DSG $134.95)
  • $134.95 P/E (TTM): 57.25X Cap: $11.65B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Kinaxis Inc. (KXS $178.27)
  • $178.27 P/E (TTM): 148.15X Cap: $4.97B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Further to Kyles question; are either of these companies in any way utilizing AI or developing AI systems to improving shipping logistics.
Thank You for your service

Upvote 3

Read Answer Asked by Clarence on October 22, 2025