Investment Q&A

• TransAlta Corporation (TA $17.70)
  • $17.70 Cap: $5.49B
  • View TA Profile
  • View Questions on TA

Q: TRANSALTA is currently down 16% on the day, seems to be a market overreaction based on quarterly results and CEO succession? I currently have a full position that I plan to hold long term, would you be comfortable adding on today’s dip? Would you be comfortable holding long term?

Thanks

Upvote 2

Read Answer Asked by Mackenzie on November 07, 2025

• Duolingo Inc. (DUOL $106.75)
  • $106.75 P/E (TTM): 14.31X Cap: $5.19B
  • View DUOL Profile
  • View Questions on DUOL

Q: I’ve had DUOL on my watchlist for a while. Would love your thoughts on if this is worth a long term investment… especially with a recent dip based on earnings… thank you.

Upvote 2

Read Answer Asked by Anthony on November 07, 2025

• goeasy Ltd. (GSY $107.65)
  • $107.65 P/E (TTM): 8.55X Cap: $1.88B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Information Services Corporation Class A Limited Voting Shares (ISC $47.60)
  • $47.60 P/E (TTM): 32.94X Cap: $899M
  • View ISC Profile
  • View Questions on ISC

Q: I believe these 2 reported. Your comments please

Upvote 5

Read Answer Asked by Margot on November 07, 2025

• MDA Space Ltd. (MDA $37.70)
  • $37.70 P/E (TTM): 46.56X Cap: $4.99B
  • View MDA Profile
  • View Questions on MDA

Q: I refer to an earlier question discussing MDA's $10 million equity investment in MAXQ in which 5i alluded that MAXQ was in the "lottery ticket" category. So, I have been a fan of MDA but am now considering an exit. In 5i's opinion, is MDA's $10M investment in MAXQ visionary, or a "hail mary"?

Upvote 4

Read Answer Asked by Barbara on November 07, 2025

• Planet Labs PBC Class A (PL $23.87)
  • $23.87 Cap: $7.95B
  • View PL Profile
  • View Questions on PL

Q: We will revisit PL later when the company stops burning cash and the profitability becomes more solid.

Has it stopped burning cash?

What exactly does it do?

Who are PL's competitors?

Thank you.

Upvote 1

Read Answer Asked by Ross on November 07, 2025

• BMO Global High Dividend Covered Call ETF (ZWG $34.96)
  • $34.96 P/E (TTM): 17.95X Cap: $299M
  • View ZWG Profile
  • View Questions on ZWG

Q: Good Afternoon. I'm still searching for an international etf that suits my needs, that being a 65 y/o retiree who is more concerned with income, albeit with some growth. Most I have looked at have relatively low yields, around 2% or so. Is there such a thing as a high yield international etf? Are there any that use covered calls? Would also prefer hedged to CAD. Cheers.

Upvote 4

Read Answer Asked by Neil on November 07, 2025

• Appia Rare Earths & Uranium Corp. (API $0.17)
  • $0.17 Cap: $30M
  • View API Profile
  • View Questions on API

Q: What do you think about the deal API made with Ultra at .50 and with API now trading around .24

https://appiareu.com/appia-announces-closing-of-transaction-with-ultra-rare-earth-inc-including-2780000-cad-financing/

Upvote 1

Read Answer Asked by JACK on November 07, 2025

• Interactive Brokers Group Inc. (IBKR $71.67)
  • $71.67 P/E (TTM): 35.73X Cap: $33.13B
  • View IBKR Profile
  • View Questions on IBKR

Q: I believe IBKR came out with results on Oct 16; May I have your comments and your outlook for this issue please.

Upvote 4

Read Answer Asked by Mike on November 07, 2025

Q: Can you please suggest 5 to 8 Canadian stocks for a TFSA for my 21 year old son? Funds are expected to be invested for 40+ years.

Thanks,
Janet

Upvote 32

Read Answer Asked by Janet on November 06, 2025

• goeasy Ltd. (GSY $107.65)
  • $107.65 P/E (TTM): 8.55X Cap: $1.88B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Propel Holdings Inc. (PRL $20.57)
  • $20.57 P/E (TTM): 10.23X Cap: $857M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Good morning, would you consider GSY and PRL a buy at this time or within the next week or so?
Given their 12 month out pricing and good reporting results the selling seems way over done here.
Thx,
Kevin

Upvote 11

Read Answer Asked by Kevin on November 06, 2025

• Costco Wholesale Corporation (COST $987.38)
  • $987.38 P/E (TTM): 68.47X Cap: $437.33B
  • View COST Profile
  • View Questions on COST
• Clorox Company (The) (CLX $126.82)
  • $126.82 P/E (TTM): 20.2X Cap: $14.94B
  • View CLX Profile
  • View Questions on CLX
• Altria Group Inc. (MO $68.92)
  • $68.92 P/E (TTM): 12.9X Cap: $113.42B
  • View MO Profile
  • View Questions on MO
• Procter & Gamble Company (The) (PG $165.24)
  • $165.24 P/E (TTM): 23.82X Cap: $373.65B
  • View PG Profile
  • View Questions on PG
• Williams Companies Inc. (The) (WMB $73.24)
  • $73.24 P/E (TTM): 37.81X Cap: $89.12B
  • View WMB Profile
  • View Questions on WMB
• Walmart Inc. (WMT $126.17)
  • $126.17 Cap: $980.25B
  • View WMT Profile
  • View Questions on WMT

Q: Can you give the names of 10 quality stocks in defensive sectors please.
Thanks.

Upvote 16

Read Answer Asked by Rob on November 06, 2025

• Kinaxis Inc. (KXS $118.71)
  • $118.71 P/E (TTM): 75.6X Cap: $3.48B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Which stock would you replace KXS for in the same sector? CND or USD. I already have SHOP, LMN, DSG, NVDA?

Thankyou for your service!

Upvote 4

Read Answer Asked by Ozzie on November 06, 2025

• goeasy Ltd. (GSY $107.65)
  • $107.65 P/E (TTM): 8.55X Cap: $1.88B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: After latest earnings, would GSY still make your list of top Canadian growth stocks? Thanks.

Upvote 10

Read Answer Asked by Martin on November 06, 2025

• Kraken Robotics Inc. (PNG $7.98)
  • $7.98 P/E (TTM): 137.83X Cap: $2.53B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG

Q: PNG has been weak the past number of days. Do you feel its profit taking or is there any news? Do you still rate it as a top growth pick?

Upvote 11

Read Answer Asked on November 06, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $60.24)
  • $60.24 P/E (TTM): 92.75X Cap: $141.36B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $65.50)
  • $65.50 P/E (TTM): 32.26X Cap: $111.46B
  • View BAM Profile
  • View Questions on BAM

Q: When is a good time to buy both Bam & BN,and good entry prices? Thx for U ueual great services & views

Upvote 7

Read Answer Asked by Peter on November 06, 2025

• goeasy Ltd. (GSY $107.65)
  • $107.65 P/E (TTM): 8.55X Cap: $1.88B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Propel Holdings Inc. (PRL $20.57)
  • $20.57 P/E (TTM): 10.23X Cap: $857M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Hi Peter,

Where would you prioritize (weight too) these companies in terms of your portfolio holdings in the financial sector? Do the banks and Insurance companies provide better growth within the TFSA? Or for that matter, do they deserve to be in a TFSA portfolio?
If so, between the two which is the preferred one?
Regards
Rajiv

Upvote 6

Read Answer Asked by Rajiv on November 06, 2025

• Bank of Nova Scotia (The) (BNS $104.26)
  • $104.26 P/E (TTM): 25.98X Cap: $131.29B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Enbridge Inc. (ENB $71.48)
  • $71.48 P/E (TTM): 26.98X Cap: $153.94B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Dream Industrial Real Estate Investment Trust (DIR.UN $13.41)
  • $13.41 P/E (TTM): 35.95X Cap: $3.89B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Looking to add to an RIF account - considering ENB, BNS, DIR.

Your advice?

Upvote 4

Read Answer Asked by Valerie on November 06, 2025

• Sun Life Financial Inc. (SLF $88.80)
  • $88.80 P/E (TTM): 22.71X Cap: $50.31B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF

Q: Hi,

Happy to hear your thoughts on SLF earnings miss. Also - any ideas why the US market is dropping so hard today? Is this just a matter of filling the recent run away gaps with profit taking, or something more worrisome and longer term?
Thanks!
D

Upvote 6

Read Answer Asked by Dawn on November 06, 2025

• Celestica Inc. (CLS $403.67)
  • $403.67 P/E (TTM): 49.0X Cap: $46.14B
  • View CLS Profile
  • View Questions on CLS
• Vertiv Holdings LLC Class A (VRT $242.97)
  • $242.97 P/E (TTM): 91.98X Cap: $93.19B
  • View VRT Profile
  • View Questions on VRT

Q: Hello,
I currently hold VRT and no CLS. Are they different enough to hold both or is one OK? Thanks for your great service!

Upvote 7

Read Answer Asked by jeff on November 06, 2025

• Royal Bank of Canada (RY $234.21)
  • $234.21 P/E (TTM): 16.37X Cap: $330.45B
  • View RY Profile
  • View Questions on RY

Q: What is your outlook for RY in terms of increased stock price for the next 5 years? Thank you!

Upvote 3

Read Answer Asked by Judith on November 06, 2025