Investment Q&A

• Invesco CurrencyShares Swiss Franc Trust (FXF $110.05)
  • $110.05 Cap: $401M
  • View FXF Profile
  • View Questions on FXF

Q: Hi, with everything going on in the world I was thinking of moving a sizeabamoule nt of Cdn $$ into a Swiss Franc Bank account in Canada through UBS.I just want to diversify away from the US$$ and the Cdn $$. And it seems the Swiss Franc is a really stable currency.
Then I saw the FXF:US Trust and wondered if you thought that was a better idea. I prefer to have less paperwork and easy access to tax docs at tax time. I'm not trying to avoid taxes in any way.

Upvote 1

Read Answer Asked by Helen on June 26, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $131.63)
  • $131.63 P/E (TTM): 17.18X Cap: $29.53B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Savaria Corporation (SIS $19.84)
  • $19.84 P/E (TTM): 28.75X Cap: $1.41B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Hi Team,
I am thinking of investing 2-3% of my portfolio in SIS or GIB.A. Which one do you think will perform better in the next 5-10 years?

Thanks

Upvote 5

Read Answer Asked by Benoit on June 26, 2025

• iShares Russell 2000 ETF (IWM $214.92)
  • $214.92 P/E (TTM): 32.1X Cap: $62.83B
  • View IWM Profile
  • View Questions on IWM
• Palantir Technologies Inc. (PLTR $154.27)
  • $154.27 P/E (TTM): 670.74X Cap: $364.06B
  • View PLTR Profile
  • View Questions on PLTR

Q: How does the upcoming reconstitution of IWM, with PLTR leaving, affect the index?
Do we expect a drop in value even though other companies will be added?

Upvote 2

Read Answer Asked by Mark on June 26, 2025

• Citizens Inc. Class A ($1.00 Par) (CIA $3.91)
  • $3.91 P/E (TTM): 23.0X Cap: $199M
  • View CIA Profile
  • View Questions on CIA

Q: Hi 5i,

CIA is down another 20% since the last time you commented and they had earinings 1 month ago. What do you think to start a long term position here?

Looking to diversify portfolio, i dont have Materials stocks anymore. Would you see better opportunities?

Thank you

Upvote 1

Read Answer Asked by Francois on June 26, 2025

• Premium Brands Holdings Corporation (PBH $87.11)
  • $87.11 P/E (TTM): 33.0X Cap: $3.91B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Primo Brands Corporation Class A (PRMB $27.05)
  • $27.05 Cap: $10.18B
  • View PRMB Profile
  • View Questions on PRMB

Q: Hi Peter &Staff

Switched from PBH to PRMB months ago (thank you) and have done well .PRMB falling daily and analysts have high targets for PBH due to expansion- time to switch back or not)

Thanks for all you
Dennis

Upvote 1

Read Answer Asked by Dennis on June 26, 2025

• CoreWeave Inc. (CRWV $104.14)
  • $104.14 Cap: $49.98B
  • View CRWV Profile
  • View Questions on CRWV
• Circle Internet Group Inc. Class A (CRCL $168.10)
  • $168.10 Cap: $37.07B
  • View CRCL Profile
  • View Questions on CRCL

Q: Why are these 2dropping so much? Thanks!

Upvote 2

Read Answer Asked by Austin on June 26, 2025

Q: Can you give me your 3 favorite covered call Canadian banks ETFs.

TY

Upvote 6

Read Answer Asked by Gerald on June 26, 2025

• Parkland Corporation (PKI $38.43)
  • $38.43 P/E (TTM): 34.62X Cap: $6.70B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI

Q: When might deal close and what might your guesstimated csh price might be if one wanted to cash out?

Upvote 3

Read Answer Asked by Steve on June 26, 2025

• Paychex Inc. (PAYX $139.34)
  • $139.34 P/E (TTM): 30.49X Cap: $50.19B
  • View PAYX Profile
  • View Questions on PAYX

Q: I have held Paychex for many years and it’s done very well. Why the big drop today? Is it a buying opportunity or cause for concern?
Thanks!

Upvote 1

Read Answer Asked by Scott on June 26, 2025

• Hinge Health Inc. Class A (HNGE $44.95)
  • $44.95 Cap: $3.62B
  • View HNGE Profile
  • View Questions on HNGE

Q: Can I have your opinion on this recently IPO company.

It seems to be reaching all time highs every day.

Thank you

Upvote 1

Read Answer Asked by Marcela on June 26, 2025

• Duolingo Inc. (DUOL $338.99)
  • $338.99 P/E (TTM): 166.99X Cap: $15.51B
  • View DUOL Profile
  • View Questions on DUOL

Q: DUOL is taking a beating of late and in a strong market as well? Pofit taking or something more? Would you consider it a strong buy or be looking elsewhere?

thx. M

Upvote 3

Read Answer Asked by Mark on June 26, 2025

• Apple Inc. (AAPL $202.38)
  • $202.38 P/E (TTM): 31.52X Cap: $3.02T
  • View AAPL Profile
  • View Questions on AAPL
• Intel Corporation (INTC $19.31)
  • $19.31 Cap: $84.51B
  • View INTC Profile
  • View Questions on INTC
• NVIDIA Corporation (NVDA $173.72)
  • $173.72 P/E (TTM): 56.04X Cap: $4.23T
  • View NVDA Profile
  • View Questions on NVDA
• QUALCOMM Incorporated (QCOM $148.19)
  • $148.19 P/E (TTM): 14.32X Cap: $159.89B
  • View QCOM Profile
  • View Questions on QCOM
• Advanced Micro Devices Inc. (AMD $171.70)
  • $171.70 P/E (TTM): 125.33X Cap: $278.39B
  • View AMD Profile
  • View Questions on AMD
• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $235.21)
  • $235.21 P/E (TTM): 30.78X Cap: $1.21T
  • View TSM Profile
  • View Questions on TSM

Q: On semi-conductor chips, I already own NVDA (since 2023). Considering adding another with your help.
I really don't see chip demand letting up anytime soon (Ai, robotics, autonomous vehicles, cellphones, IoT, etc).
With TSMC opening mfg plants in Arizona, maybe some of the geopolitical risk is tempered now.
Is QComm the dark horse?

THX.

Upvote 11

Read Answer Asked by Robert on June 26, 2025

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $38.58)
  • $38.58 P/E (TTM): 10.93X Cap: $6.23B
  • View VIU Profile
  • View Questions on VIU

Q: I'm looking for an ETF that excludes Cdn and the US but focuses on mid to large cap in other countries. Would you have some suggestions?
Thanks,
Murray

Upvote 3

Read Answer Asked by Murray on June 26, 2025

• Itron Inc. (ITRI $123.18)
  • $123.18 P/E (TTM): 22.48X Cap: $6.31B
  • View ITRI Profile
  • View Questions on ITRI
• Tantalus Systems Holding Inc. (GRID $2.99)
  • $2.99 Cap: $152M
  • View GRID Profile
  • View Questions on GRID

Q: New all time highs, new contracts pouring in. Can you give me an updated analysis on this stock, insider ownership and balance sheet and where it might be in 10 years.

Would it be a candidate to be bought out? Who would purchase it?

Upvote 2

Read Answer Asked by James on June 26, 2025

• Alamos Gold Inc. (AGI $34.24)
  • $34.24 P/E (TTM): 40.32X Cap: $14.39B
  • View AGI Profile
  • View Questions on AGI
• Equinox Gold Corp. (EQX $8.35)
  • $8.35 P/E (TTM): 9.24X Cap: $3.80B
  • View EQX Profile
  • View Questions on EQX
• Amex Exploration Inc. (AMX $1.72)
  • $1.72 Cap: $210M
  • View AMX Profile
  • View Questions on AMX
• G Mining Ventures Corp. (GMIN $16.46)
  • $16.46 P/E (TTM): 80.11X Cap: $3.72B
  • View GMIN Profile
  • View Questions on GMIN
• Aris Mining Corporation (ARIS $9.81)
  • $9.81 P/E (TTM): 2250.0X Cap: $1.74B
  • View ARIS Profile
  • View Questions on ARIS

Q: Would you have suggestions for ‘undervalued’ gold stocks in relatively safe countries, producers if possible? I took some profits on my holdings: AEM, TXG, OR, CXB. I have FNV too.

I am waiting for my remaining CXB to be exchanged for EQX soon. Do you think this is a good deal and EQX worth holding? It did not perform that well in the past.
Thanks a lot.

Upvote 3

Read Answer Asked by Denise on June 26, 2025

• Alimentation Couche-Tard Inc. (ATD $70.18)
  • $70.18 P/E (TTM): 18.84X Cap: $66.53B
  • View ATD Profile
  • View Questions on ATD

Q: Thoughts please on the quarter? Thx

Upvote 4

Read Answer Asked by blake on June 26, 2025

• Pan American Silver Corp. (PAAS $37.28)
  • $37.28 P/E (TTM): 31.28X Cap: $13.58B
  • View PAAS Profile
  • View Questions on PAAS
• Endeavour Silver Corp. (EDR $6.86)
  • $6.86 Cap: $1.98B
  • View EDR Profile
  • View Questions on EDR
• Coeur Mining Inc. (CDE $8.68)
  • $8.68 P/E (TTM): 31.0X Cap: $5.55B
  • View CDE Profile
  • View Questions on CDE
• Hecla Mining Company (HL $5.69)
  • $5.69 P/E (TTM): 46.33X Cap: $3.59B
  • View HL Profile
  • View Questions on HL
• First Majestic Silver Corp. (AG $10.82)
  • $10.82 Cap: $5.24B
  • View AG Profile
  • View Questions on AG

Q: I want to put some $ into silver please give me some secure silver securities for my tfsa

Upvote 5

Read Answer Asked by Doug on June 25, 2025

• Toronto-Dominion Bank (The) (TD $100.09)
  • $100.09 P/E (TTM): 10.24X Cap: $172.40B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $76.53)
  • $76.53 P/E (TTM): 16.04X Cap: $95.32B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Enbridge Inc. (ENB $63.73)
  • $63.73 P/E (TTM): 23.56X Cap: $138.93B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Canadian Natural Resources Limited (CNQ $42.72)
  • $42.72 P/E (TTM): 11.97X Cap: $89.42B
  • View CNQ Profile
  • View Questions on CNQ
• Sun Life Financial Inc. (SLF $83.33)
  • $83.33 P/E (TTM): 15.23X Cap: $47.36B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Fortis Inc. (FTS $68.79)
  • $68.79 P/E (TTM): 20.78X Cap: $34.50B
  • View FTS Profile
  • View Questions on FTS
• North West Company Inc. (The) (NWC $47.19)
  • $47.19 P/E (TTM): 16.73X Cap: $2.25B
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC
• Russel Metals Inc. (RUS $43.73)
  • $43.73 P/E (TTM): 16.57X Cap: $2.49B
  • View RUS Profile
  • View Questions on RUS
• Leon's Furniture Limited (LNF $27.39)
  • $27.39 P/E (TTM): 11.81X Cap: $1.86B
  • View LNF Profile
  • View Questions on LNF
  • View Reports on LNF
• Hydro One Limited (H $49.66)
  • $49.66 P/E (TTM): 24.43X Cap: $29.78B
  • View H Profile
  • View Questions on H
• Dream Industrial Real Estate Investment Trust (DIR.UN $11.51)
  • $11.51 P/E (TTM): 26.77X Cap: $3.36B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: I am looking at buying Canadian Dividend payers. What are your highest conviction dividend payers. Can you provide top 10 list. Please keep in mind valuation.

Thanks

Upvote 20

Read Answer Asked by Frank on June 25, 2025

• Primo Brands Corporation Class A (PRMB $27.05)
  • $27.05 Cap: $10.18B
  • View PRMB Profile
  • View Questions on PRMB

Q: Did own Primo Water now this is there any more up side for this company . thx

Upvote 1

Read Answer Asked by NICHOLAS on June 25, 2025

• Firan Technology Group Corporation (FTG $11.60)
  • $11.60 P/E (TTM): 21.48X Cap: $292M
  • View FTG Profile
  • View Questions on FTG
• Kraken Robotics Inc. (PNG $3.39)
  • $3.39 P/E (TTM): 48.43X Cap: $890M
  • View PNG Profile
  • View Questions on PNG
• Tantalus Systems Holding Inc. (GRID $2.99)
  • $2.99 Cap: $152M
  • View GRID Profile
  • View Questions on GRID
• ACM Research Inc. (ACMR $29.48)
  • $29.48 P/E (TTM): 26.61X Cap: $1.88B
  • View ACMR Profile
  • View Questions on ACMR

Q: Could I have your suggestions for 3 or 4 small cap growth stocks (probably tech) US or Canada? I have noticed PNG which I take to be a recent addition to your growth portfolio. I am reasonably risk tolerant. Thanks Jim

Upvote 10

Read Answer Asked by jim on June 25, 2025