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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I am currently down on GFL, and am considering replacing it with TFII in my portfolio. Do you think this is a solid move with regards to GFL’s potential compared to that of TFII.
Read Answer Asked by Merrilyn on January 12, 2026
Q: I am constructing a dividend growth portfolio with the intention of holding all positions for the longterm, holding the following equities in equal weight (likely only one of MRU or L - or should I include both?), with 80% of the portfolio consisting of these individual equities and 20% in the ETF VGG.

Would there be any in this list you would not include, and are there other Canadian equities you would consider for this list? Is this the appropriate number of positions for such a portfolio. Please deduct multiple credits as required, thank you.
Read Answer Asked by Walter on September 24, 2025
Q: Hi Team,

Can you please compare the valuation to it's peers and comment on its long term outlook?

Thank you
Read Answer Asked by Keith on May 14, 2025
Q: My sense is that Dollarama will continue to grow on plan and perhaps do better under the US Tariff plan.

From a Tariff perspective please provide your evaluation of the following names and how they might prevail or be negatively affected by US Tariffs:

SHOP
ATD
DOL
PRL (propel Holdings)
WCN
GFL

Thank You, Patrick
Read Answer Asked by Patrick on February 03, 2025
Q: I was going to buy this last summer around $50 but I was scared off by a barrage vandalism,threats,fires and threats to CEO and another board member.
Looking back now with the stock at $65 and a recent divesture of waste division do you see much upside for this stock price and also do you think my concerns were paranoia or justified. Thanks
Read Answer Asked by Greg on January 09, 2025
Q: Peter; Any guessestimate as to the value of the company compared to its peers ? Thanks.
Rod
Read Answer Asked by Rodney on November 18, 2023
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