Investment Q&A

• Intuitive Surgical Inc. (ISRG $503.72)
  • $503.72 P/E (TTM): 63.63X Cap: $177.83B
  • View ISRG Profile
  • View Questions on ISRG
• Chubb Limited (CB $330.44)
  • $330.44 P/E (TTM): 13.75X Cap: $129.54B
  • View CB Profile
  • View Questions on CB
• Rollins Inc. (ROL $61.25)
  • $61.25 P/E (TTM): 55.28X Cap: $29.30B
  • View ROL Profile
  • View Questions on ROL
• Axon Enterprise Inc. (AXON $432.08)
  • $432.08 P/E (TTM): 135.68X Cap: $35.01B
  • View AXON Profile
  • View Questions on AXON
• Brown & Brown Inc. (BRO $69.73)
  • $69.73 P/E (TTM): 22.05X Cap: $23.30B
  • View BRO Profile
  • View Questions on BRO
• Trane Technologies plc (TT $466.38)
  • $466.38 P/E (TTM): 35.4X Cap: $102.62B
  • View TT Profile
  • View Questions on TT
• Brookfield Corporation Class A Limited Voting Shares (BN $62.88)
  • $62.88 P/E (TTM): 95.7X Cap: $142.01B
  • View BN Profile
  • View Questions on BN

Q: Please rank following for a long term hold. Thanks

Upvote 7

Read Answer Asked by Ben on May 02, 2025

• Lumine Group Inc. (LMN $19.65)
  • $19.65 P/E (TTM): 70.94X Cap: $4.78B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Hi team,
What’s your take on Lmn’s quarterly results tonight ?

Thanks,
Shane

Upvote 18

Read Answer Asked by Shane on May 02, 2025

• Polaris Renewable Energy Inc. (PIF $12.12)
  • $12.12 Cap: $251M
  • View PIF Profile
  • View Questions on PIF
• Propel Holdings Inc. (PRL $21.91)
  • $21.91 P/E (TTM): 10.8X Cap: $870M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Lumine Group Inc. (LMN $19.65)
  • $19.65 P/E (TTM): 70.94X Cap: $4.78B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: I would appreciate your thoughts on each of the three companies indicated. What do you currently think about them & would you consider each to be a "buy", "hold" or "sell" going forward? Thank you for your great service.

Upvote 7

Read Answer Asked by Paul on May 02, 2025

• Enbridge Inc. (ENB $70.22)
  • $70.22 P/E (TTM): 26.66X Cap: $154.15B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TC Energy Corporation (TRP $85.31)
  • $85.31 P/E (TTM): 25.91X Cap: $85.63B
  • View TRP Profile
  • View Questions on TRP
• Pembina Pipeline Corporation (PPL $59.71)
  • $59.71 P/E (TTM): 20.63X Cap: $34.57B
  • View PPL Profile
  • View Questions on PPL
• Keyera Corp. (KEY $51.12)
  • $51.12 P/E (TTM): 38.98X Cap: $11.82B
  • View KEY Profile
  • View Questions on KEY
• Global X Equal Weight Canadian Pipelines Index ETF (PPLN $13.04)
  • $13.04 P/E (TTM): 22.4X Cap: $91M
  • View PPLN Profile
  • View Questions on PPLN
• South Bow Corporation (SOBO $42.60)
  • $42.60 P/E (TTM): 24.59X Cap: $8.75B
  • View SOBO Profile
  • View Questions on SOBO

Q: I am an income investor looking for stability with some growth and want to invest in pipelines. I would prefer an ETF like PPLN but the cost is too high with an MER of 0.74 and TER 0.11. If you could only invest in 3 of the above 5 companies, which would you choose? Can you rank the above 5 pipeline companies, from highest growth potential to lowest, over the next 3 years.
Thanks!

Upvote 18

Read Answer Asked by Grant on May 02, 2025

• Cameco Corporation (CCO $164.37)
  • $164.37 P/E (TTM): 131.83X Cap: $71.03B
  • View CCO Profile
  • View Questions on CCO

Q: I'd like your thoughts on Cameco ($63) earnings.

Thanks, Greg

Upvote 4

Read Answer Asked by Greg on May 02, 2025

• Constellation Software Inc. (CSU $2,482.35)
  • $2,482.35 P/E (TTM): 55.72X Cap: $50.37B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Hello Peter,

I am undecided over how to handle my Constellation software holding. I have done well with it and it is 15% of my portfolio. I am vacillating between trimming some and letting it ride until there is a threat from a black swan event. You must have encountered such situations before and your opinion and reasoning may help me take a decision.
Regards
Rajiv

Upvote 8

Read Answer Asked by Rajiv on May 02, 2025

• Loblaw Companies Limited (L $67.46)
  • $67.46 P/E (TTM): 11.04X Cap: $81.98B
  • View L Profile
  • View Questions on L
• George Weston Limited (WN $99.50)
  • $99.50 P/E (TTM): 11.44X Cap: $39.29B
  • View WN Profile
  • View Questions on WN

Q: Is there a clear case for preferring L to WN? L is more liquid while WN does slightly better on P/E and RoE; does liquidity win, here?

Upvote 3

Read Answer Asked by John on May 02, 2025

• McDonald's Corporation (MCD $329.18)
  • $329.18 P/E (TTM): 27.98X Cap: $232.95B
  • View MCD Profile
  • View Questions on MCD

Q: Shouldn't investors be proceeding cautiously given the S&P P/E is close to 28 and a couple of red flags were announced this morning (jobless claims above expectations; McDonalds largest US sales decline since 2020)? Or am I being too much of a Nervous Nellie?

Upvote 2

Read Answer Asked by Theodore on May 02, 2025

• Apple Inc. (AAPL $263.37)
  • $263.37 P/E (TTM): 33.46X Cap: $3.88T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $209.49)
  • $209.49 P/E (TTM): 28.56X Cap: $2.19T
  • View AMZN Profile
  • View Questions on AMZN

Q: May I have your opinion of Amazon and Apple’s earnings this quarter and future outlook please.

Not sure this really applies to these two, but I’ve heard that the tariffs won’t truly impact companies’ earnings until next quarter (with some companies stockpiling 3-6 months worth of inventory to try to ride this out and customers doing the same). Mind you, we could wake up tomorrow and everything has changed again.

Thank you.

Upvote 8

Read Answer Asked by Sandra on May 02, 2025

• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.31)
  • $36.31 P/E (TTM): 20.51X Cap: $851M
  • View GDI Profile
  • View Questions on GDI
  • View Reports on GDI

Q: Would you consider GDI a sell or hold for a long term investor. Thanks

Upvote 6

Read Answer Asked by Ben on May 02, 2025

• Meta Platforms Inc. (META $654.70)
  • $654.70 P/E (TTM): 27.38X Cap: $1.63T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $315.42)
  • $315.42 P/E (TTM): 28.12X Cap: $3.66T
  • View GOOG Profile
  • View Questions on GOOG
• Digital Realty Trust Inc. (DLR $176.03)
  • $176.03 P/E (TTM): 49.17X Cap: $60.78B
  • View DLR Profile
  • View Questions on DLR
• T-Mobile US Inc. (TMUS $215.32)
  • $215.32 P/E (TTM): 21.94X Cap: $237.23B
  • View TMUS Profile
  • View Questions on TMUS

Q: Portfolio Analytics suggests a need to increase my allocation in utilities, real estate, communication services and consumer defensives. Could you give me your best 3 picks for each category, preferably on the TSX. If you feel the Canadian doesn't have very good choices, suggestions on the US market would be appreciated. Thanks.

Upvote 3

Read Answer Asked by jacques on May 02, 2025

• Open Text Corporation (OTEX $33.73)
  • $33.73 P/E (TTM): 14.67X Cap: $8.49B
  • View OTEX Profile
  • View Questions on OTEX

Q: Your thoughts on OTEX, is there enough happening here to see this stock higher in a year from now? What are the most significant numbers in this Q report?
Thanks.

Upvote 5

Read Answer Asked by Harry on May 02, 2025

Q: Hi Peter

Can I get your thoughts on Pinetree. I would like to know if you would add to a position. It looks expensive but I plan on it being a long term hold. I just am struggling on valuation.

Upvote 1

Read Answer Asked by Frank on May 02, 2025

• California Nanotechnologies Corp. (CNO $0.30)
  • $0.30 Cap: $14M
  • View CNO Profile
  • View Questions on CNO
• East Side Games Group Inc. (EAGR $0.26)
  • $0.26 Cap: $20M
  • View EAGR Profile
  • View Questions on EAGR

Q: I own these companies and am deeply underwater. Please provide your analysis on these companies in the current economic backdrop. Thanks

Upvote 2

Read Answer Asked by Imtiaz on May 02, 2025

• Canadian Pacific Kansas City Limited (CP $116.54)
  • $116.54 P/E (TTM): 24.94X Cap: $104.49B
  • View CP Profile
  • View Questions on CP
• Canadian Pacific Kansas City Limited (CP $85.17)
  • $85.17 P/E (TTM): 24.94X Cap: $76.29B
  • View CP Profile
  • View Questions on CP

Q: Thoughts on the quarter? Good time to add?

Thanks!

Upvote 3

Read Answer Asked by Satish on May 02, 2025

Q: Would you have a website where I could track a company's EPS, etc. and be able to compare the results to its stock chart? Thanks

Upvote 4

Read Answer Asked by Michael on May 02, 2025

• Ford Motor Company (F $14.02)
  • $14.02 Cap: $54.97B
  • View F Profile
  • View Questions on F
• Nucor Corporation (NUE $179.63)
  • $179.63 P/E (TTM): 25.74X Cap: $41.93B
  • View NUE Profile
  • View Questions on NUE
• Century Aluminum Company (CENX $52.63)
  • $52.63 P/E (TTM): 128.77X Cap: $4.29B
  • View CENX Profile
  • View Questions on CENX
• Commercial Metals Company (CMC $76.55)
  • $76.55 P/E (TTM): 20.39X Cap: $8.83B
  • View CMC Profile
  • View Questions on CMC
• AECOM (ACM $97.77)
  • $97.77 P/E (TTM): 32.22X Cap: $12.32B
  • View ACM Profile
  • View Questions on ACM
• Kaiser Aluminum Corporation (KALU $128.08)
  • $128.08 P/E (TTM): 27.01X Cap: $2.27B
  • View KALU Profile
  • View Questions on KALU
• Steel Dynamics Inc. (STLD $192.28)
  • $192.28 P/E (TTM): 25.39X Cap: $27.99B
  • View STLD Profile
  • View Questions on STLD
• Jacobs Solutions Inc. (J $137.77)
  • $137.77 P/E (TTM): 59.45X Cap: $16.38B
  • View J Profile
  • View Questions on J
• Stellantis N.V. (STLA $7.75)
  • $7.75 Cap: $21.63B
  • View STLA Profile
  • View Questions on STLA

Q: It has been reported that various companies are going to invest 8 trillion dollars into the U.S. economy in the future. What companies/sectors do you think will benefit the most from this investment?

Upvote 2

Read Answer Asked by Jerry on May 02, 2025

• Microsoft Corporation (MSFT $396.61)
  • $396.61 P/E (TTM): 24.99X Cap: $2.95T
  • View MSFT Profile
  • View Questions on MSFT

Q: Hi 5i.

I am hoping you can answer this question, which has been puzzling me for awhile. Every day, when I look at the list of the top-traded stocks on the NASDAQ in the Financial Post, MSFT is never there. I can't understand why this would be. Is it because a huge percentage of the stock is held by institutions that simply do not trade it?

Upvote 3

Read Answer Asked by William on May 01, 2025

• Russel Metals Inc. (RUS $47.56)
  • $47.56 P/E (TTM): 15.73X Cap: $2.67B
  • View RUS Profile
  • View Questions on RUS
• Hennessy Sustainable ETF (STNC $35.78)
  • $35.78 P/E (TTM): 20.02X Cap: $94M
  • View STNC Profile
  • View Questions on STNC

Q: I am thinking of buying one of these companies, which one would be your choice. I already own WSP and AtRL.
Thank you very much
Dorothy

Upvote 2

Read Answer Asked by Dorothy on May 01, 2025

• Toromont Industries Ltd. (TIH $202.21)
  • $202.21 P/E (TTM): 33.29X Cap: $16.66B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH

Q: Your comments on their recent numbers please.
Thx

Upvote 6

Read Answer Asked by Bill on May 01, 2025