Investment Q&A

• Whitecap Resources Inc. (WCP $10.22)
  • $10.22 P/E (TTM): 6.97X Cap: $12.58B
  • View WCP Profile
  • View Questions on WCP

Q: Hello Peter & Team,

Can you please provide an update moving forward for WCP considering the recent declines in Oil. Sell/Hold/Buy

Thanks for all you do

gm

Upvote 3

Read Answer Asked by Gord on October 20, 2025

• BCE Inc. (BCE $33.64)
  • $33.64 P/E (TTM): 73.0X Cap: $31.37B
  • View BCE Profile
  • View Questions on BCE
• Nutrien Ltd. (NTR $79.43)
  • $79.43 P/E (TTM): 180.82X Cap: $38.59B
  • View NTR Profile
  • View Questions on NTR

Q: I want to raise a bit of cash for a balloon payment on my mortgage. I can sell BCE at a loss, which would offset good gains earlier this year. Alternately I could sell NTR for a slight profit. I also own a bit of Telus (also at a slight loss) but no other Ag stocks.

Which would you be inclined to sell?

(PS - had some trouble getting website to accept this question; please ensure it only appears once in your queue)

Upvote 4

Read Answer Asked by David on October 20, 2025

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $47.83)
  • $47.83 Cap: $19.72B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.13)
  • $40.13 P/E (TTM): 14.83X Cap: $1.05B
  • View CDZ Profile
  • View Questions on CDZ

Q: What two ETFs would you recommend for my Canadian part of my portfolio?

Upvote 7

Read Answer Asked by Roy on October 20, 2025

• Pembina Pipeline Corporation (PPL $53.55)
  • $53.55 P/E (TTM): 17.91X Cap: $31.10B
  • View PPL Profile
  • View Questions on PPL
• Tourmaline Oil Corp. (TOU $61.40)
  • $61.40 P/E (TTM): 15.24X Cap: $23B
  • View TOU Profile
  • View Questions on TOU

Q: Of the two mentioned, which would be a better buy for safety and growth going forward . Also at what entry price.

Thank You.

Upvote 4

Read Answer Asked by nick on October 20, 2025

Q: When evaluating a company that is following a franchise model what financial metrics do you key on?

Upvote 7

Read Answer Asked by Greg on October 20, 2025

• BMO Junior Gold Index ETF (ZJG $195.87)
  • $195.87 P/E (TTM): 22.28X Cap: $193M
  • View ZJG Profile
  • View Questions on ZJG
• Sprott Silver Miners & Physical Silver ETF (SLVR $42.63)
  • $42.63 P/E (TTM): 25.18X Cap: $393M
  • View SLVR Profile
  • View Questions on SLVR

Q: Best junior gold ETF? Silver? In Canadian dollars please.
Thank you!

Upvote 4

Read Answer Asked by Carlos on October 20, 2025

• American Electric Power Company Inc. (AEP $117.27)
  • $117.27 P/E (TTM): 17.19X Cap: $62.71B
  • View AEP Profile
  • View Questions on AEP
• Quanta Services Inc. (PWR $412.21)
  • $412.21 P/E (TTM): 67.71X Cap: $61.42B
  • View PWR Profile
  • View Questions on PWR
• MasTec Inc. (MTZ $196.76)
  • $196.76 P/E (TTM): 61.3X Cap: $16.04B
  • View MTZ Profile
  • View Questions on MTZ

Q: Looks like there is going to have to be a large build out in electric transmission lines in the US. What companies stand to benefit the most?
Thanks again

Upvote 1

Read Answer Asked by eugene on October 20, 2025

• Agnico Eagle Mines Limited (AEM $228.17)
  • $228.17 P/E (TTM): 33.47X Cap: $114.70B
  • View AEM Profile
  • View Questions on AEM
• iShares S&P/TSX Global Gold Index ETF (XGD $44.11)
  • $44.11 P/E (TTM): 23.44X Cap: $3.35B
  • View XGD Profile
  • View Questions on XGD

Q: Gold miners witnessed a first noticeable pullback of 6-7% on Friday, after almost going up in straight line for several weeks, although Gold bullion was down only fractionally. It looks like, after a spectacular run, the sector may be exposed to additional drawdown, at least in the near term. Do you agree ?

Could you please suggest some near term support levels, for AEM and XGD, from technical perspective, in order to take advantage of this pull back to add to a position.

Thank You

Upvote 11

Read Answer Asked by rajeev on October 20, 2025

Q: What are your thoughts on this company?

Upvote 1

Read Answer Asked by hal on October 20, 2025

• Dye & Durham Limited (DND $5.20)
  • $5.20 Cap: $349M
  • View DND Profile
  • View Questions on DND
  • View Reports on DND

Q: Is there a solid business here- do you think an investor buying at these low prices will be rewarded? If Plantro gives up an sells its shares I am thinking if they can find a single strategic purchaser it might be a catalyst.

Upvote 3

Read Answer Asked by Robert on October 20, 2025

• Celestica Inc. (CLS $378.79)
  • $378.79 P/E (TTM): 59.03X Cap: $43.57B
  • View CLS Profile
  • View Questions on CLS

Q: What would be a reasonable price range to add some Celestica shares, considering the strong momentum and recent analyst upgrades ?

Is it prudent to add now or wait until it reports next week ?

Thank You

Upvote 9

Read Answer Asked by rajeev on October 20, 2025

• Fastenal Company (FAST $42.60)
  • $42.60 P/E (TTM): 41.94X Cap: $48.90B
  • View FAST Profile
  • View Questions on FAST

Q: What is your opinion of FAST post earnings? Seems to be a quality company but my concern is valuation. Would you start a position here after the drop or do you prefer any competitors? Thanks!

Upvote 1

Read Answer Asked by Michael on October 20, 2025

• Matrix Service Company (MTRX $13.44)
  • $13.44 Cap: $377M
  • View MTRX Profile
  • View Questions on MTRX

Q: Could I have your opinion on Global X Artificial Intelligence Infrastructure Index ETF (MTRX.TO). It is a small fund but has outperformed most other AI funds I have compared it to. It seems a good way to invest in AI infrastructure. Thanks.

Upvote 1

Read Answer Asked by Ken on October 20, 2025

• BMO Covered Call Utilities ETF (ZWU $11.61)
  • $11.61 P/E (TTM): 18.8X Cap: $1.94B
  • View ZWU Profile
  • View Questions on ZWU
• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.76)
  • $13.76 Cap: $945M
  • View UMAX Profile
  • View Questions on UMAX

Q: Can you please suggest US equivalents to these two CDN covered call utilities etf's ?
Thx

Upvote 2

Read Answer Asked by Tony on October 20, 2025

• Manulife Strategic Investment Grade Gb Bond Fd Adv (MMF4575 $9.08)
  • $9.08 Cap: $20M
  • View MMF4575 Profile
  • View Questions on MMF4575
• Vanguard Global Aggregate Bond Index ETF (CAD-hedged) (VGAB)
  • P/E (TTM): 5.8X Cap: $126M
  • View VGAB Profile
  • View Questions on VGAB

Q: Your comments please about this fund for global bond exposure in a diversified portfolio. Are there any ETF's that would be similar in scope and performance.
Thanks, Brian

Upvote 1

Read Answer Asked by Brian on October 20, 2025

• 5N Plus Inc. (VNP $18.99)
  • $18.99 P/E (TTM): 35.62X Cap: $1.69B
  • View VNP Profile
  • View Questions on VNP
• Blackline Safety Corp. (BLN $7.03)
  • $7.03 Cap: $594M
  • View BLN Profile
  • View Questions on BLN
• Kraken Robotics Inc. (PNG $7.30)
  • $7.30 P/E (TTM): 115.83X Cap: $2.23B
  • View PNG Profile
  • View Questions on PNG
• Zedcor Inc. (ZDC $6.25)
  • $6.25 P/E (TTM): 358.82X Cap: $642M
  • View ZDC Profile
  • View Questions on ZDC
• Tantalus Systems Holding Inc. (GRID $4.00)
  • $4.00 Cap: $204M
  • View GRID Profile
  • View Questions on GRID

Q: Hi, as two of these are your stocks for the month, and you're showing an interest in the others, how would you rank them for growth over the next two or three years based on their current prices? Please provide a short explanation for your reasoning if you are able. Thank you!

Upvote 19

Read Answer Asked by GeeMac on October 20, 2025

• Crocs Inc. (CROX $83.47)
  • $83.47 P/E (TTM): 22.53X Cap: $4.55B
  • View CROX Profile
  • View Questions on CROX
• Deckers Outdoor Corporation (DECK $100.89)
  • $100.89 P/E (TTM): 15.82X Cap: $14.96B
  • View DECK Profile
  • View Questions on DECK
• On Holding AG Class A (ONON $42.27)
  • $42.27 Cap: $26.83B
  • View ONON Profile
  • View Questions on ONON

Q: Hi 5i
Looking to pick up some cheap shoes and noticed you recently included DECK as a company with good rebound potential. How would you rate these 3 for long term gains?
Thanks, Greg

Upvote 1

Read Answer Asked by Greg on October 20, 2025

• The Goodyear Tire & Rubber Company (GT $7.04)
  • $7.04 P/E (TTM): 5.07X Cap: $2.01B
  • View GT Profile
  • View Questions on GT

Q: The last question is from 2021.
Can you provide your latest commentary?
I understand you generally don't like buying in a downward trend but do you think it is worth considering ?

Upvote 2

Read Answer Asked by Jabs on October 20, 2025

• RBC Short Term U.S. Corporate Bond ETF (RUSB $22.06)
  • $22.06 Cap: $5M
  • View RUSB Profile
  • View Questions on RUSB
• BMO Short-Term US Treasury Bond Index ETF (ZTS.U) (ZTS.U)
  • View ZTS.U Profile
  • View Questions on ZTS.U
• Vanguard Ultra-Short Bond ETF (VUSB $49.97)
  • $49.97 P/E (TTM): 25.86X Cap: $5.36B
  • View VUSB Profile
  • View Questions on VUSB

Q: What ETF would you recommend for a US dollar TFSA that would similar to VUSB?
My understanding is any US interest earned in a non registered account has a 15% withholding tax.

Upvote 2

Read Answer Asked by Brian on October 20, 2025

• Tantalus Systems Holding Inc. (GRID $4.00)
  • $4.00 Cap: $204M
  • View GRID Profile
  • View Questions on GRID

Q: I noticed an "Adverse Opinion" on GRID's profile with respect to it's financial statements. Can you comment on this?

Upvote 5

Read Answer Asked by John on October 20, 2025