Investment Q&A

• Broadcom Inc. (AVGO $340.45)
  • $340.45 P/E (TTM): 85.05X Cap: $1.59T
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• Intuitive Surgical Inc. (ISRG $456.55)
  • $456.55 P/E (TTM): 61.01X Cap: $158.80B
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• Procter & Gamble Company (The) (PG $152.83)
  • $152.83 P/E (TTM): 23.53X Cap: $356.15B
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• Prudential Financial Inc. (PRU $103.89)
  • $103.89 P/E (TTM): 22.69X Cap: $35.88B
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• Canadian National Railway Company (CNR $133.99)
  • $133.99 P/E (TTM): 18.15X Cap: $82.29B
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• Canadian Natural Resources Limited (CNQ $44.56)
  • $44.56 P/E (TTM): 11.23X Cap: $91.73B
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• WSP Global Inc. (WSP $276.07)
  • $276.07 P/E (TTM): 44.69X Cap: $36.01B
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• Thomson Reuters Corporation (TRI $210.75)
  • $210.75 P/E (TTM): 42.6X Cap: $95.34B
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• Nutrien Ltd. (NTR $83.60)
  • $83.60 P/E (TTM): 184.08X Cap: $40.51B
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• Trane Technologies plc (TT $423.11)
  • $423.11 P/E (TTM): 33.76X Cap: $94.24B
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• Brookfield Corporation Class A Limited Voting Shares (BN $96.17)
  • $96.17 P/E (TTM): 159.14X Cap: $142.36B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $80.36)
  • $80.36 P/E (TTM): 38.23X Cap: $129.87B
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Q: Retired investor with RIF and pension income looking to deploy capital to generate growth (moderate risk) and income. Please provide 5 companies each in the US and Canada to investigate further for investment soon. Canadian banks and utilities owned, so please exclude those.

Upvote 31

Read Answer Asked by Joel on April 16, 2025

• Kraken Robotics Inc. (PNG $4.95)
  • $4.95 P/E (TTM): 76.5X Cap: $1.46B
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Q: PNG announced a sale a couple of days ago of around $11M. How significant is this? Also, when does PNG next report and what is expected?

Upvote 3

Read Answer Asked on April 16, 2025

• Celestica Inc. (CLS $332.60)
  • $332.60 P/E (TTM): 56.54X Cap: $40.30B
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Q: What does the market expect next week? CLS has dropped 30% since last ER which was good so any thoughts please?

Upvote 4

Read Answer Asked by blake on April 16, 2025

• Orca Energy Group Inc. (ORC.B $4.22)
  • $4.22 Cap: $1.20B
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Q: any comments on this stock is apreciated

Upvote 2

Read Answer Asked by Gary on April 16, 2025

• Miscellaneous (MISC)
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Q: Looking to add some gold to my portfolio for the short term. I have a small position in AEM. I saw you've recommended a few gold ETFs. Would it be best held in an RRSP or TFSA account? Thanks in advance.

Upvote 3

Read Answer Asked by bernie on April 16, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $37.30)
  • $37.30 Cap: $24.35B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $47.03)
  • $47.03 P/E (TTM): 1114.33X Cap: $21.48B
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Q: I sold these stocks for tax loss harvesting just over three weeks ago. Please confirm how long I have to wait before I can buy it back - 30 calendar days?
Thanks for your great help and advice.

Upvote 4

Read Answer Asked by dave on April 16, 2025

• Miscellaneous (MISC)
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Q: Over a year ago you suggested a weighting in tech of 20 to 30%, has that changed if so what would it be today? What weighting do you recommend for gold?

Upvote 7

Read Answer Asked by Terry on April 16, 2025

• Broadcom Inc. (AVGO $340.45)
  • $340.45 P/E (TTM): 85.05X Cap: $1.59T
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• NVIDIA Corporation (NVDA $188.91)
  • $188.91 P/E (TTM): 53.34X Cap: $4.59T
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Q: I'm sure you'll have a bunch of questions on NVDA, AVGO and semis in general. How far do you think this particular Trump Train Wreck will go? Any guesses are appreciated, as well as thoughts on whether to hold, sell or buy more - !
Thanks!

Upvote 3

Read Answer Asked by Dawn on April 16, 2025

• Propel Holdings Inc. (PRL $28.51)
  • $28.51 P/E (TTM): 14.18X Cap: $1.10B
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Q: Can you provide expectations for Propels upcoming earnings

Upvote 4

Read Answer Asked by Kim on April 16, 2025

• Devon Energy Corporation (DVN $34.60)
  • $34.60 P/E (TTM): 7.92X Cap: $21.78B
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Q: Hi,
I’ve been holding Devon for a couple of years and am way under water. I’m thinking of dumping it. Do you think there is any hope for the name?

Upvote 1

Read Answer Asked by Scott on April 16, 2025

• iShares 0-3 Month Treasury Bond ETF (SGOV $100.42)
  • $100.42 Cap: $57.80B
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Q: I have USD in my US account. Can you suggest a US ETF on the US market where I can park these funds.

Upvote 2

Read Answer Asked by jacques on April 16, 2025

• Amplify Energy Corp. (AMPY $4.88)
  • $4.88 P/E (TTM): 14.14X Cap: $211M
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Q: Would appreciate an analysis of this small oil and gas company I came across on Yahoo Finance. Just interested on your expert analysis.
Thanx as usual
Gary

Upvote 1

Read Answer Asked by Gary on April 16, 2025

• Imperial Oil Limited (IMO $126.61)
  • $126.61 P/E (TTM): 13.83X Cap: $63.46B
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• Canadian Natural Resources Limited (CNQ $44.56)
  • $44.56 P/E (TTM): 11.23X Cap: $91.73B
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Q: Looking to take a position in either IMO or CNQ. Capital appreciation is more important than dividend income. Which would you prefer and why. Thank you.

Upvote 5

Read Answer Asked by Greg on April 16, 2025

• WSP Global Inc. (WSP $276.07)
  • $276.07 P/E (TTM): 44.69X Cap: $36.01B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $126.39)
  • $126.39 P/E (TTM): 18.86X Cap: $1.49B
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• Axon Enterprise Inc. (AXON $723.19)
  • $723.19 P/E (TTM): 175.9X Cap: $56.56B
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• Comfort Systems USA Inc. (FIX $830.48)
  • $830.48 P/E (TTM): 42.87X Cap: $29.38B
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• Vertiv Holdings LLC Class A (VRT $162.52)
  • $162.52 P/E (TTM): 77.32X Cap: $61.72B
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• Shift4 Payments Inc. Class A (FOUR $76.77)
  • $76.77 P/E (TTM): 42.48X Cap: $6.96B
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Q: Please rank from most conviction in a recovery to least conviction. Thank you

Upvote 14

Read Answer Asked by Cheryl on April 16, 2025

• Canadian Natural Resources Limited (CNQ $44.56)
  • $44.56 P/E (TTM): 11.23X Cap: $91.73B
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Q: First off, thanks for your unbiased opinions over the years they have been great. I had always been looking for an entry in to CNQ. I reviewed all the questions on it and bought in at $37.00 +- for a long term hold 6.4 dividend. Maybe it will go lower but in 20 years time it will not matter. Thanks Steve

Upvote 8

Read Answer Asked by STEVE on April 16, 2025

• WELL Health Technologies Corp. (WELL $5.44)
  • $5.44 Cap: $1.35B
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Q: WELL issued guidance of roughly $200 million EBITDA for 2025. They currently have a market cap of $1 billion, so that would be a ratio of 5 times EBITDA if they achieve the guidance. How does this compare to other profitable, small cap health care stocks?

Upvote 7

Read Answer Asked by Dan on April 16, 2025

• WELL Health Technologies Corp. (WELL $5.44)
  • $5.44 Cap: $1.35B
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Q: Hi 5i, Any info gleaned from listening in on their CC? As of writing this the market has taken WELL down 9%. Do see this as justified? Lastly, based on forward guidance can you provide key valuation metrics, like P/E and other stats you would look at.

Thx.

Upvote 9

Read Answer Asked by Christopher on April 16, 2025

• Neo Performance Materials Inc. (NEO $21.97)
  • $21.97 Cap: $846M
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Q: Peter and His Wonder Team
NEO is up 14%. Something must have happened your thoughts please! Thank you!

Upvote 2

Read Answer Asked by Ernest on April 16, 2025

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,449.69)
  • $2,449.69 P/E (TTM): 8.59X Cap: $52.86B
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• Power Corporation of Canada Subordinate Voting Shares (POW $60.33)
  • $60.33 P/E (TTM): 14.13X Cap: $38.52B
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Q: Hello Team,
Which of these two would you prefer for total return going forward and why?
Thank You,
Barry

Upvote 8

Read Answer Asked by Barry on April 16, 2025

• CME Group Inc. (CME $265.93)
  • $265.93 P/E (TTM): 25.73X Cap: $95.65B
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• TMX Group Limited (X $53.04)
  • $53.04 P/E (TTM): 34.91X Cap: $14.68B
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• Cboe Global Markets Inc. (CBOE $241.20)
  • $241.20 P/E (TTM): 28.35X Cap: $25.25B
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Q: I am considering investing in these various exchanges. Could you rank them 1-3 with 1 being your preferred choice and reasons why for each?

Thank you

Upvote 5

Read Answer Asked by kim on April 16, 2025