Investment Q&A

• American Hotel Income Properties REIT LP (HOT.UN $0.34)
  • $0.34 Cap: $25M
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Q: Good morning!
I do realise this is a high risk company, and that they are selling off hotels trying to get their financial situation improved.
However, they just reported completion of an NCIB ending December 2025, where they actually purchased about 10% of their float. They have renewed the NCIBsame for the next year. That to me is interesting, suggesting that they do actually believe their current stock price is lower than it should be. Can you have a look and let me know your thoughts about what might be the future prospects for them? ... Thanks! Paul K

Upvote 1

Read Answer Asked by Paul on November 25, 2025

• Apple Inc. (AAPL $278.78)
  • $278.78 P/E (TTM): 37.06X Cap: $4.11T
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• Visa Inc. (V $325.73)
  • $325.73 P/E (TTM): 32.01X Cap: $627.26B
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Q: I must shortly divest part of my RRIF to meet legal requirements.
I would like to retain those stocks with the best longer term appreciation expectations.
My candidates for sale are:
AAPL currently overweighted
CNQ
SU
Visa currently underweighted
What would be your suggestion(s)?

Many thanks for your ongoing great work!

Upvote 2

Read Answer Asked by David on November 25, 2025

• TFI International Inc. (TFII $139.46)
  • $139.46 P/E (TTM): 25.41X Cap: $11.47B
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• Alimentation Couche-Tard Inc. (ATD $71.71)
  • $71.71 P/E (TTM): 18.71X Cap: $66.38B
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Q: ATD: own small position - 1000 shs in NON-registered - shares have been stagnant for quite a while. Thinking of selling and buying CJT or TFII for turn around. Comments please.

Upvote 7

Read Answer Asked by James on November 25, 2025

• Magna International Inc. (MG $70.56)
  • $70.56 P/E (TTM): 13.32X Cap: $19.88B
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• Magna International Inc. (MGA $51.10)
  • $51.10 P/E (TTM): 13.32X Cap: $14.41B
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Q: I have owned this for a few years currently down 22% on USD side of my TFSA. I am wondering your opinion going forward Hold or Sell? With no tax loss advantage it does pain me to sell all or some but hard to know what opportunity cost I am leaving on the table is, which might be more than the loss on the stock.

What would you do? And what is the opinion of MGA overall as a business given the current climate. Thanks

Upvote 3

Read Answer Asked by Kolbi on November 25, 2025

• TELUS Corporation (T $18.30)
  • $18.30 Cap: $28.32B
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• Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $50.29)
  • $50.29 P/E (TTM): 14.31X Cap: $11.50B
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Q: Eighty year old income investor. I am down a little ($2500) on T:ca. Based on your thoughts about these companies in questions today: Should I sell T:CA and buy more QBR.B:CA which I also own and is up for me by ($1500) or hold everything and let T:CA eventually go up? I do not need the funds immediately. I enjoy the dividend of T:CA.

Upvote 7

Read Answer Asked by STANLEY on November 25, 2025

• Zoomd Technologies Ltd. (ZOMD $1.23)
  • $1.23 P/E (TTM): 5.44X Cap: $123M
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Q: What is your thoughts on ZOMD.V?

I have recently taken a starter position as they have solid clients. Lowering operating costs as well as great earnings.

Thank you

Upvote 9

Read Answer Asked by Cole on November 25, 2025

• Uber Technologies Inc. (UBER $84.16)
  • $84.16 P/E (TTM): 15.17X Cap: $174.87B
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Q: Uber has had a pretty significant decline in the last short while. Do you see any news to explain this or any idea what has caused this? Thanks for your excellent service.

Upvote 2

Read Answer Asked by Leonard on November 25, 2025

• goeasy Ltd. (GSY $125.64)
  • $125.64 P/E (TTM): 9.03X Cap: $2.01B
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Q: Peter; With the article on LENDCARE, whose parent company is GSY, do you see this affecting GSY? Thanks,
Rod

Upvote 6

Read Answer Asked by Rodney on November 25, 2025

• WSP Global Inc. (WSP $241.40)
  • $241.40 P/E (TTM): 35.86X Cap: $31.52B
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• Thomson Reuters Corporation (TRI $179.32)
  • $179.32 P/E (TTM): 32.7X Cap: $79.76B
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• Zedcor Inc. (ZDC $5.90)
  • $5.90 P/E (TTM): 419.29X Cap: $622M
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• Axon Enterprise Inc. (AXON $568.39)
  • $568.39 P/E (TTM): 173.32X Cap: $44.85B
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• CECO Environmental Corp. (CECO $58.29)
  • $58.29 P/E (TTM): 40.77X Cap: $2.07B
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• EnerSys (ENS $150.88)
  • $150.88 P/E (TTM): 17.21X Cap: $5.56B
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• Vertiv Holdings LLC Class A (VRT $181.82)
  • $181.82 P/E (TTM): 67.31X Cap: $69.51B
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• Tantalus Systems Holding Inc. (GRID $4.70)
  • $4.70 Cap: $241M
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Q: Could you please rank the above industrial stocks in order for purchase now? I currently hold some and looking to add 1 or 2 more. Thank you

Upvote 16

Read Answer Asked by Neil on November 25, 2025

• Amazon.com Inc. (AMZN $231.78)
  • $231.78 P/E (TTM): 32.19X Cap: $2.47T
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Q: Hello fantastic team,
Could I have your thoughts on Amazon please. I am thinking adding ...
Many thanks

Upvote 7

Read Answer Asked by Issaku on November 25, 2025

• TECSYS Inc. (TCS $33.07)
  • $33.07 P/E (TTM): 114.79X Cap: $487M
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• kneat.com inc. (KSI $4.54)
  • $4.54 Cap: $432M
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• Quarterhill Inc. (QTRH)
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• ADF Group Inc. Subordinate Voting Shares (DRX $7.66)
  • $7.66 P/E (TTM): 6.55X Cap: $215M
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• Neo-Concept International Group Holdings Limited (NCI $1.23)
  • $1.23 Cap: $4M
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• MDA Space Ltd. (MDA $25.82)
  • $25.82 P/E (TTM): 29.87X Cap: $3.26B
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• VerticalScope Holdings Inc. Subordinate Voting Shares (FORA $3.05)
  • $3.05 Cap: $65M
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• Propel Holdings Inc. (PRL $25.41)
  • $25.41 P/E (TTM): 11.19X Cap: $999M
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• Lumine Group Inc. (LMN $27.95)
  • $27.95 P/E (TTM): 105.14X Cap: $7.17B
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• illumin Holdings Inc. (ILLM $0.98)
  • $0.98 Cap: $50M
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Q: I've developed my own list of tax loss selling candidates some of which are common to your list. In what order would you purchase and are there any that you would consider a value trap or worse?

Upvote 11

Read Answer Asked by Brendon on November 25, 2025

• Celestica Inc. (CLS $481.55)
  • $481.55 P/E (TTM): 56.08X Cap: $55.39B
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Q: CLS:CA : do not own. $620.00 price target 2026? Do you think this is a reasonable assertion? Thinking of buying 200 shs in TFSA. Do not own any tech. other than 300 shs NVDA and ETF IGM - for long time - up 1300% - 1800 shs.

Upvote 12

Read Answer Asked by James on November 24, 2025

Q: I value David Rosenberg's opinion that; "Shiller P/E, length of bull run and standard deviation measures are red flags that signal a big shift is imminent." Capital appreciation is important to me, with modest income. Suggest some investments, please.

Upvote 8

Read Answer Asked by James on November 24, 2025

• PayPal Holdings Inc. (PYPL $61.16)
  • $61.16 P/E (TTM): 12.23X Cap: $57.22B
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Q: What do you not like about PYPL?
Would YOU buy it considering low PE ratio and future growth prospects?

Upvote 2

Read Answer Asked by Jabs on November 24, 2025

• Thomson Reuters Corporation (TRI $179.32)
  • $179.32 P/E (TTM): 32.7X Cap: $79.76B
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• Galaxy Digital Inc. Class A common stock (GLXY $40.72)
  • $40.72 Cap: $15.90B
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• MDA Space Ltd. (MDA $25.82)
  • $25.82 P/E (TTM): 29.87X Cap: $3.26B
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• Sportradar Group AG (SRAD $22.91)
  • $22.91 Cap: $6.86B
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Q: Hi Peter,
Given the current valuations and the growth projection (or lack of), which two of these four stocks will most likely to have the least possibility of year end bounce and thus are ideal for tax loss selling? MDA, TRI, SRAD, or GLXY. Do you see any of these worth repurchasing for a 2 year hold after the 30 days period? Thanks.

Upvote 11

Read Answer Asked by Willie on November 24, 2025

• NexGen Energy Ltd. (NXE $12.87)
  • $12.87 Cap: $8.42B
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• Alimentation Couche-Tard Inc. (ATD $71.71)
  • $71.71 P/E (TTM): 18.71X Cap: $66.38B
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• TerraVest Industries Inc. (TVK $128.37)
  • $128.37 Cap: $2.78B
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• EQB Inc. (EQB $97.86)
  • $97.86 P/E (TTM): 11.1X Cap: $3.67B
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• Axon Enterprise Inc. (AXON $568.39)
  • $568.39 P/E (TTM): 173.32X Cap: $44.85B
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• Galaxy Digital Inc. Class A common stock (GLXY $40.72)
  • $40.72 Cap: $15.90B
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• Tantalus Systems Holding Inc. (GRID $4.70)
  • $4.70 Cap: $241M
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• Cellebrite DI Ltd. (CLBT $18.50)
  • $18.50 Cap: $4.43B
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Q: Good morning, If needing to raise a little cash, which TWO of these stocks would you consider selling given current markets: TVK, ATD, GRID, EQB, GLXY, CLBT, NXE or AXON?

Thanks very much

Brad

Upvote 8

Read Answer Asked by Bradley on November 24, 2025

• Topicus.com Inc. (TOI $120.47)
  • $120.47 P/E (TTM): 1036.75X Cap: $10.20B
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Q: Hi
Just trying to clear up some confusion on the rating of TOI. In your flash report you say you are maintaining your rating at A-, but in the reports you say you are upgrading to an A. So not really sure if its an upgrade or a maintaining and is it an A or an A-.
Could you clarify please?
Thanks
Jeff

Upvote 7

Read Answer Asked by JEFF on November 24, 2025

• Bank of Nova Scotia (The) (BNS $100.20)
  • $100.20 P/E (TTM): 19.24X Cap: $124.40B
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• Enbridge Inc. (ENB $65.13)
  • $65.13 P/E (TTM): 25.19X Cap: $142.06B
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• Sun Life Financial Inc. (SLF $81.13)
  • $81.13 P/E (TTM): 20.47X Cap: $45.22B
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• Fortis Inc. (FTS $69.11)
  • $69.11 P/E (TTM): 19.95X Cap: $34.92B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $76.79)
  • $76.79 P/E (TTM): 33.42X Cap: $123.68B
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Q: Good Day, in an earlier question you indicated that the above 5 companies could be acquired for dividend income. What entry price would you recommend?
Thank you.

Upvote 6

Read Answer Asked by Ian on November 24, 2025

• Commerce Resources Corp. (CCE)
  • Cap: $33M
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• Geomega Resources Inc. (GMA $0.32)
  • $0.32 Cap: $47M
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• Avalon Advanced Materials Inc. (AVL $0.06)
  • $0.06 Cap: $45M
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Q: With the reliance on rare earths becoming more profound lately and the need to possibly mine more rare earths in-house I'd like your thoughts on these companies going forward.
Please rate the following companies in terms of future growth and possible share price appreciation,AVL:TSX,TSXV:GMA,TSXV:CCE

Upvote 1

Read Answer Asked by Kevin on November 24, 2025

• Novo Nordisk A/S (NVO $49.05)
  • $49.05 P/E (TTM): 13.2X Cap: $363.68B
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Q: Has NVO fallen to a level you see as attractive?

Upvote 1

Read Answer Asked by Kim on November 24, 2025