Investment Q&A

• Bank of Nova Scotia (The) (BNS $105.25)
  • $105.25 P/E (TTM): 20.41X Cap: $127.70B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Sun Life Financial Inc. (SLF $97.37)
  • $97.37 P/E (TTM): 15.83X Cap: $53.50B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Constellation Software Inc. (CSU $2,382.63)
  • $2,382.63 P/E (TTM): 72.67X Cap: $51.79B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Intact Financial Corporation (IFC $259.79)
  • $259.79 P/E (TTM): 13.91X Cap: $46.41B
  • View IFC Profile
  • View Questions on IFC
• Fortis Inc. (FTS $77.84)
  • $77.84 P/E (TTM): 22.14X Cap: $39.19B
  • View FTS Profile
  • View Questions on FTS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $162.51)
  • $162.51 P/E (TTM): 129.88X Cap: $216.56B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Kraken Robotics Inc. (PNG $7.73)
  • $7.73 Cap: $2.34B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• kneat.com inc. (KSI $4.46)
  • $4.46 Cap: $426M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Tantalus Systems Holding Inc. (GRID $6.13)
  • $6.13 Cap: $337M
  • View GRID Profile
  • View Questions on GRID

Q: Hello,

I focus mainly on the balanced portfolio, but own stocks from each of the other 2 portfolios. Could you list and rank the top 3 or 4 from each on attractiveness to buy now.

Thank you

Upvote 28

Read Answer Asked by Delbert on September 30, 2025

• Sun Life Financial Inc. (SLF $97.37)
  • $97.37 P/E (TTM): 15.83X Cap: $53.50B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares (BNT $60.09)
  • $60.09 P/E (TTM): 8.08X Cap: $19.64B
  • View BNT Profile
  • View Questions on BNT

Q: Which of the above two companies would you prefer to hold for a long term conservative investor?

Upvote 3

Read Answer Asked by Lyle on September 29, 2025

• Canadian National Railway Company (CNR $151.30)
  • $151.30 P/E (TTM): 20.76X Cap: $90.34B
  • View CNR Profile
  • View Questions on CNR
• Sun Life Financial Inc. (SLF $97.37)
  • $97.37 P/E (TTM): 15.83X Cap: $53.50B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Constellation Software Inc. (CSU $2,382.63)
  • $2,382.63 P/E (TTM): 72.67X Cap: $51.79B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Intact Financial Corporation (IFC $259.79)
  • $259.79 P/E (TTM): 13.91X Cap: $46.41B
  • View IFC Profile
  • View Questions on IFC
• TFI International Inc. (TFII $192.96)
  • $192.96 P/E (TTM): 50.15X Cap: $15.82B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Thomson Reuters Corporation (TRI $127.26)
  • $127.26 P/E (TTM): 26.7X Cap: $56.83B
  • View TRI Profile
  • View Questions on TRI
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $162.51)
  • $162.51 P/E (TTM): 129.88X Cap: $216.56B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• goeasy Ltd. (GSY $32.91)
  • $32.91 P/E (TTM): 2.31X Cap: $556M
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Kraken Robotics Inc. (PNG $7.73)
  • $7.73 Cap: $2.34B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $6.28)
  • $6.28 P/E (TTM): 305.0X Cap: $706M
  • View ZDC Profile
  • View Questions on ZDC
• kneat.com inc. (KSI $4.46)
  • $4.46 Cap: $426M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• Vitalhub Corp. (VHI $7.89)
  • $7.89 P/E (TTM): 80.8X Cap: $512M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• Propel Holdings Inc. (PRL $21.14)
  • $21.14 P/E (TTM): 10.46X Cap: $829M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Brookfield Corporation Class A Limited Voting Shares (BN $60.10)
  • $60.10 P/E (TTM): 80.88X Cap: $132.21B
  • View BN Profile
  • View Questions on BN
• Lumine Group Inc. (LMN $19.52)
  • $19.52 P/E (TTM): 34.01X Cap: $5.28B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Hello, please tell me of the comparable at current price which one that you would choose for total return for a 1-3 year hold and a 3-5 year hold. Also if you could provide a brief reason why would be appreciated.

1 IFC or SLF
2 PRL or GSY
3 CNR or TFII
4 LMN or SHOP
5 CSU or BN or TRI
6 PNG or ZDC
7 KSI or VHI

Thank you

Upvote 49

Read Answer Asked by Snow on September 22, 2025

• Visa Inc. (V $329.38)
  • $329.38 P/E (TTM): 29.04X Cap: $641.59B
  • View V Profile
  • View Questions on V
• Bank of Nova Scotia (The) (BNS $105.25)
  • $105.25 P/E (TTM): 20.41X Cap: $127.70B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Enbridge Inc. (ENB $74.27)
  • $74.27 P/E (TTM): 22.14X Cap: $159.33B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TC Energy Corporation (TRP $88.97)
  • $88.97 P/E (TTM): 26.77X Cap: $91.21B
  • View TRP Profile
  • View Questions on TRP
• Sun Life Financial Inc. (SLF $97.37)
  • $97.37 P/E (TTM): 15.83X Cap: $53.50B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• TELUS Corporation (T $16.88)
  • $16.88 P/E (TTM): 23.4X Cap: $25.56B
  • View T Profile
  • View Questions on T
• Fortis Inc. (FTS $77.84)
  • $77.84 P/E (TTM): 22.14X Cap: $39.19B
  • View FTS Profile
  • View Questions on FTS
• Thomson Reuters Corporation (TRI $127.26)
  • $127.26 P/E (TTM): 26.7X Cap: $56.83B
  • View TRI Profile
  • View Questions on TRI
• Dream Industrial Real Estate Investment Trust (DIR.UN $13.84)
  • $13.84 P/E (TTM): 37.3X Cap: $3.93B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN
• Trisura Group Ltd. (TSU $44.52)
  • $44.52 P/E (TTM): 14.8X Cap: $2.12B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• Brookfield Corporation Class A Limited Voting Shares (BN $60.10)
  • $60.10 P/E (TTM): 80.88X Cap: $132.21B
  • View BN Profile
  • View Questions on BN
• Lumine Group Inc. (LMN $19.52)
  • $19.52 P/E (TTM): 34.01X Cap: $5.28B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Which ones (if any) would you buy and hold and forget for 10 years?

Upvote 21

Read Answer Asked by Ray on September 18, 2025

• JPMorgan Chase & Co. (JPM $312.84)
  • $312.84 P/E (TTM): 15.56X Cap: $829.47B
  • View JPM Profile
  • View Questions on JPM
• Royal Bank of Canada (RY $242.23)
  • $242.23 P/E (TTM): 16.31X Cap: $335.15B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $144.73)
  • $144.73 P/E (TTM): 11.54X Cap: $238.52B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $105.25)
  • $105.25 P/E (TTM): 20.41X Cap: $127.70B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Canadian Imperial Bank Of Commerce (CM $149.30)
  • $149.30 P/E (TTM): 15.61X Cap: $135.83B
  • View CM Profile
  • View Questions on CM
• Sun Life Financial Inc. (SLF $97.37)
  • $97.37 P/E (TTM): 15.83X Cap: $53.50B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Propel Holdings Inc. (PRL $21.14)
  • $21.14 P/E (TTM): 10.46X Cap: $829M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: I am overweight in financials. Can you order the noted stocks in terms top to bottom ranking?

Upvote 10

Read Answer Asked by Judith on September 04, 2025

• Visa Inc. (V $329.38)
  • $329.38 P/E (TTM): 29.04X Cap: $641.59B
  • View V Profile
  • View Questions on V
• Bank of Nova Scotia (The) (BNS $105.25)
  • $105.25 P/E (TTM): 20.41X Cap: $127.70B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Enbridge Inc. (ENB $74.27)
  • $74.27 P/E (TTM): 22.14X Cap: $159.33B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TC Energy Corporation (TRP $88.97)
  • $88.97 P/E (TTM): 26.77X Cap: $91.21B
  • View TRP Profile
  • View Questions on TRP
• Sun Life Financial Inc. (SLF $97.37)
  • $97.37 P/E (TTM): 15.83X Cap: $53.50B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• TELUS Corporation (T $16.88)
  • $16.88 P/E (TTM): 23.4X Cap: $25.56B
  • View T Profile
  • View Questions on T
• CGI Inc. Class A Subordinate Voting Shares (GIB.A $87.45)
  • $87.45 P/E (TTM): 13.49X Cap: $19.28B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Fortis Inc. (FTS $77.84)
  • $77.84 P/E (TTM): 22.14X Cap: $39.19B
  • View FTS Profile
  • View Questions on FTS
• Thomson Reuters Corporation (TRI $127.26)
  • $127.26 P/E (TTM): 26.7X Cap: $56.83B
  • View TRI Profile
  • View Questions on TRI
• Dream Industrial Real Estate Investment Trust (DIR.UN $13.84)
  • $13.84 P/E (TTM): 37.3X Cap: $3.93B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN
• Trisura Group Ltd. (TSU $44.52)
  • $44.52 P/E (TTM): 14.8X Cap: $2.12B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• WELL Health Technologies Corp. (WELL $4.19)
  • $4.19 Cap: $1.07B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Brookfield Corporation Class A Limited (BN $44.07)
  • $44.07 P/E (TTM): 80.88X Cap: $96.64B
  • View BN Profile
  • View Questions on BN
• Lumine Group Inc. (LMN $19.52)
  • $19.52 P/E (TTM): 34.01X Cap: $5.28B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: BUY. or. HOLD. or SELL for a 3 to 5 year period?

Upvote 14

Read Answer Asked by Ray on September 03, 2025

• Sun Life Financial Inc. (SLF $97.37)
  • $97.37 P/E (TTM): 15.83X Cap: $53.50B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Fortis Inc. (FTS $77.84)
  • $77.84 P/E (TTM): 22.14X Cap: $39.19B
  • View FTS Profile
  • View Questions on FTS
• Hydro One Limited (H $58.34)
  • $58.34 P/E (TTM): 26.32X Cap: $34.67B
  • View H Profile
  • View Questions on H

Q: Good morning. Retired live off portfolio. Had a GIC with a nice yield just mature. Need to reinvest for "safe" income. Which of the stocks in your income portfolio would you say are the best buys at this time with safety in mind. Thanks.

Upvote 11

Read Answer Asked by MANFRED on August 29, 2025

• Costco Wholesale Corporation (COST $1,014.95)
  • $1,014.95 P/E (TTM): 69.08X Cap: $443.06B
  • View COST Profile
  • View Questions on COST
• Coca-Cola Company (The) (KO $79.05)
  • $79.05 P/E (TTM): 25.77X Cap: $339.46B
  • View KO Profile
  • View Questions on KO
• Progressive Corporation (The) (PGR $199.99)
  • $199.99 P/E (TTM): 10.56X Cap: $117.56B
  • View PGR Profile
  • View Questions on PGR
• Xcel Energy Inc. (XEL $82.00)
  • $82.00 P/E (TTM): 23.24X Cap: $49.19B
  • View XEL Profile
  • View Questions on XEL
• Toronto-Dominion Bank (The) (TD $144.73)
  • $144.73 P/E (TTM): 11.54X Cap: $238.52B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $105.25)
  • $105.25 P/E (TTM): 20.41X Cap: $127.70B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Sun Life Financial Inc. (SLF $97.37)
  • $97.37 P/E (TTM): 15.83X Cap: $53.50B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Dollarama Inc. (DOL $171.65)
  • $171.65 P/E (TTM): 35.95X Cap: $46.48B
  • View DOL Profile
  • View Questions on DOL
• Intact Financial Corporation (IFC $259.79)
  • $259.79 P/E (TTM): 13.91X Cap: $46.41B
  • View IFC Profile
  • View Questions on IFC
• Fortis Inc. (FTS $77.84)
  • $77.84 P/E (TTM): 22.14X Cap: $39.19B
  • View FTS Profile
  • View Questions on FTS
• Alimentation Couche-Tard Inc. (ATD $78.75)
  • $78.75 P/E (TTM): 18.98X Cap: $69.63B
  • View ATD Profile
  • View Questions on ATD
• BMO Low Volatility Canadian Equity ETF (ZLB $58.86)
  • $58.86 P/E (TTM): 0.71X Cap: $5.90B
  • View ZLB Profile
  • View Questions on ZLB
• Hydro One Limited (H $58.34)
  • $58.34 P/E (TTM): 26.32X Cap: $34.67B
  • View H Profile
  • View Questions on H
• Caseys General Stores Inc. (CASY $812.18)
  • $812.18 P/E (TTM): 44.99X Cap: $28.88B
  • View CASY Profile
  • View Questions on CASY
• Invesco S&P 500 Low Volatility ETF (SPLV $74.56)
  • $74.56 P/E (TTM): 22.75X Cap: $7.22B
  • View SPLV Profile
  • View Questions on SPLV

Q: Hi,
Could you please recommend 10 (5 US / 5 CAN) high-quality defensive companies with strong balance sheets, low debt levels, and robust cash flows that YOU believe they can weather economic stress, inflation, or stagflation and they relatively hold up their stock prices during such times? If their current stock prices are overvalued, please suggest your recommended entry prices.

Also please recommend ETFs that mainly invest in companies with the above criteria?

Thank you

Upvote 31

Read Answer Asked by Ahmed on August 22, 2025

• Great-West Lifeco Inc. (GWO $73.24)
  • $73.24 P/E (TTM): 16.77X Cap: $66.05B
  • View GWO Profile
  • View Questions on GWO
• Sun Life Financial Inc. (SLF $97.37)
  • $97.37 P/E (TTM): 15.83X Cap: $53.50B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF

Q: Hi Folks,
I currently hold GWO in my RRSP account. Thinking of switching it with SLF after it's recent drop. May I have your opinion?
Thanks

Upvote 2

Read Answer Asked by JOHN on August 20, 2025

• Manulife Financial Corporation (MFC $53.03)
  • $53.03 P/E (TTM): 17.37X Cap: $87.62B
  • View MFC Profile
  • View Questions on MFC
• Great-West Lifeco Inc. (GWO $73.24)
  • $73.24 P/E (TTM): 16.77X Cap: $66.05B
  • View GWO Profile
  • View Questions on GWO
• Sun Life Financial Inc. (SLF $97.37)
  • $97.37 P/E (TTM): 15.83X Cap: $53.50B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF

Q: Hi Folks,
I would like to invest in one of SLF, MFC or GWO. May I have your opinion as to which one you feel would be best today? This would be for my RRSP account.
Thanks

Upvote 6

Read Answer Asked by JOHN on August 20, 2025

• Sun Life Financial Inc. (SLF $97.37)
  • $97.37 P/E (TTM): 15.83X Cap: $53.50B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Intact Financial Corporation (IFC $259.79)
  • $259.79 P/E (TTM): 13.91X Cap: $46.41B
  • View IFC Profile
  • View Questions on IFC
• Sun Life Financial Inc. (SLF $71.35)
  • $71.35 P/E (TTM): 15.83X Cap: $39.10B
  • View SLF Profile
  • View Questions on SLF

Q: Hello,

I currently hold a position in IFC and it has performed well. I'm considering increasing my investment, but with the recent pullback in SLF, it’s also presenting an attractive opportunity.

Would you recommend adding to my IFC position, selling my full IFC position to invest in SLF, or maintaining my IFC holdings and initiating a new position in SLF with fresh capital?

Thanks in advance!

Upvote 4

Read Answer Asked by Satish on August 12, 2025

• Sun Life Financial Inc. (SLF $97.37)
  • $97.37 P/E (TTM): 15.83X Cap: $53.50B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Sun Life Financial Inc. (SLF $71.35)
  • $71.35 P/E (TTM): 15.83X Cap: $39.10B
  • View SLF Profile
  • View Questions on SLF

Q: Could you comment on Sunlife’s alternative assets business’ contribution to overall results and future return potential?
Hugh

Upvote 3

Read Answer Asked by Hugh on August 12, 2025

• TC Energy Corporation (TRP $88.97)
  • $88.97 P/E (TTM): 26.77X Cap: $91.21B
  • View TRP Profile
  • View Questions on TRP
• Sun Life Financial Inc. (SLF $97.37)
  • $97.37 P/E (TTM): 15.83X Cap: $53.50B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF

Q: Which of Slf or TRp would provide the best return over the next 5 years?

Upvote 5

Read Answer Asked by Terry on August 11, 2025

• Sun Life Financial Inc. (SLF $97.37)
  • $97.37 P/E (TTM): 15.83X Cap: $53.50B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF

Q: Hi,

What is the reason for sharp drop in Slf? Is this a buying opportunity? Thanks.

Shyam

Upvote 7

Read Answer Asked by Shyam on August 08, 2025

• Sun Life Financial Inc. (SLF $97.37)
  • $97.37 P/E (TTM): 15.83X Cap: $53.50B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF

Q: hi. can you comment on the earnings. and can you comment on why the downturn in the US was not known to investors etc.? quite a shock to those of us following ...
cheers

Upvote 7

Read Answer Asked by chris on August 08, 2025

• Sun Life Financial Inc. (SLF $97.37)
  • $97.37 P/E (TTM): 15.83X Cap: $53.50B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Sun Life Financial Inc. (SLF $71.35)
  • $71.35 P/E (TTM): 15.83X Cap: $39.10B
  • View SLF Profile
  • View Questions on SLF

Q: SLF--Buyable today and good entry price.Do U favour Slf over MFC , and what are the reasons? Txs for u usual great services & views

Upvote 6

Read Answer Asked by Peter on August 06, 2025

• Canadian National Railway Company (CNR $151.30)
  • $151.30 P/E (TTM): 20.76X Cap: $90.34B
  • View CNR Profile
  • View Questions on CNR
• Sun Life Financial Inc. (SLF $97.37)
  • $97.37 P/E (TTM): 15.83X Cap: $53.50B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,357.33)
  • $2,357.33 P/E (TTM): 8.14X Cap: $50.32B
  • View FFH Profile
  • View Questions on FFH
• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $78.85)
  • $78.85 P/E (TTM): 27.81X Cap: $38.17B
  • View TECK.B Profile
  • View Questions on TECK.B
• FirstService Corporation (FSV $182.94)
  • $182.94 P/E (TTM): 44.79X Cap: $8.43B
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV
• Kinaxis Inc. (KXS $134.85)
  • $134.85 P/E (TTM): 40.98X Cap: $3.82B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Agnico Eagle Mines Limited (AEM $255.03)
  • $255.03 P/E (TTM): 21.08X Cap: $125.85B
  • View AEM Profile
  • View Questions on AEM
• Thomson Reuters Corporation (TRI $127.26)
  • $127.26 P/E (TTM): 26.7X Cap: $56.83B
  • View TRI Profile
  • View Questions on TRI
• Alimentation Couche-Tard Inc. (ATD $78.75)
  • $78.75 P/E (TTM): 18.98X Cap: $69.63B
  • View ATD Profile
  • View Questions on ATD
• Nutrien Ltd. (NTR $102.49)
  • $102.49 P/E (TTM): 33.08X Cap: $48.88B
  • View NTR Profile
  • View Questions on NTR

Q: If you had a pretty well diversified portfolio of Canadian stocks and didn't own any of these 10, how would you rank them in order of desirability to add to the portfolio for long term growth? Which ones would you definitely add?

Upvote 22

Read Answer Asked by Dan on August 06, 2025

• Toronto-Dominion Bank (The) (TD $144.73)
  • $144.73 P/E (TTM): 11.54X Cap: $238.52B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $105.25)
  • $105.25 P/E (TTM): 20.41X Cap: $127.70B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Canadian Natural Resources Limited (CNQ $64.25)
  • $64.25 P/E (TTM): 12.27X Cap: $134.81B
  • View CNQ Profile
  • View Questions on CNQ
• Sun Life Financial Inc. (SLF $97.37)
  • $97.37 P/E (TTM): 15.83X Cap: $53.50B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Constellation Software Inc. (CSU $2,382.63)
  • $2,382.63 P/E (TTM): 72.67X Cap: $51.79B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Intact Financial Corporation (IFC $259.79)
  • $259.79 P/E (TTM): 13.91X Cap: $46.41B
  • View IFC Profile
  • View Questions on IFC
• Fortis Inc. (FTS $77.84)
  • $77.84 P/E (TTM): 22.14X Cap: $39.19B
  • View FTS Profile
  • View Questions on FTS
• Descartes Systems Group Inc. (The) (DSG $97.02)
  • $97.02 P/E (TTM): 39.39X Cap: $8.51B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Toromont Industries Ltd. (TIH $212.37)
  • $212.37 P/E (TTM): 34.41X Cap: $17.19B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• Hydro One Limited (H $58.34)
  • $58.34 P/E (TTM): 26.32X Cap: $34.67B
  • View H Profile
  • View Questions on H
• EQB Inc. (EQB $124.77)
  • $124.77 P/E (TTM): 20.76X Cap: $4.51B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Brookfield Corporation Class A Limited Voting Shares (BN $60.10)
  • $60.10 P/E (TTM): 80.88X Cap: $132.21B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $64.06)
  • $64.06 P/E (TTM): 30.64X Cap: $103.20B
  • View BAM Profile
  • View Questions on BAM

Q: What are your top highest conviction stocks right now for compound growth over next five years?

Upvote 37

Read Answer Asked by Gerry on July 31, 2025

• Apple Inc. (AAPL $271.85)
  • $271.85 P/E (TTM): 34.27X Cap: $3.96T
  • View AAPL Profile
  • View Questions on AAPL
• Regeneron Pharmaceuticals Inc. (REGN $701.73)
  • $701.73 P/E (TTM): 17.64X Cap: $71.95B
  • View REGN Profile
  • View Questions on REGN
• UnitedHealth Group Incorporated (DE) (UNH $366.00)
  • $366.00 P/E (TTM): 27.72X Cap: $336.71B
  • View UNH Profile
  • View Questions on UNH
• Canadian Natural Resources Limited (CNQ $64.25)
  • $64.25 P/E (TTM): 12.27X Cap: $134.81B
  • View CNQ Profile
  • View Questions on CNQ
• Sun Life Financial Inc. (SLF $97.37)
  • $97.37 P/E (TTM): 15.83X Cap: $53.50B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• CGI Inc. Class A Subordinate Voting Shares (GIB.A $87.45)
  • $87.45 P/E (TTM): 13.49X Cap: $19.28B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• TFI International Inc. (TFII $192.96)
  • $192.96 P/E (TTM): 50.15X Cap: $15.82B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Alimentation Couche-Tard Inc. (ATD $78.75)
  • $78.75 P/E (TTM): 18.98X Cap: $69.63B
  • View ATD Profile
  • View Questions on ATD
• AAON Inc. (AAON $88.91)
  • $88.91 P/E (TTM): 67.75X Cap: $7.07B
  • View AAON Profile
  • View Questions on AAON

Q: Sir: What 2 US and Canadian stocks or ETFs do you see most unfairly punished now, and most likely to reward , down the road. Also could you suggest one non US value ETF or stock that cheers you a lot? Thanks-JP

Upvote 17

Read Answer Asked by James on July 11, 2025

• Tractor Supply Company (TSCO $34.72)
  • $34.72 P/E (TTM): 17.28X Cap: $18.28B
  • View TSCO Profile
  • View Questions on TSCO
• Texas Instruments Incorporated (TXN $274.85)
  • $274.85 P/E (TTM): 48.53X Cap: $245.01B
  • View TXN Profile
  • View Questions on TXN
• Toronto-Dominion Bank (The) (TD $144.73)
  • $144.73 P/E (TTM): 11.54X Cap: $238.52B
  • View TD Profile
  • View Questions on TD
• Canadian Natural Resources Limited (CNQ $64.25)
  • $64.25 P/E (TTM): 12.27X Cap: $134.81B
  • View CNQ Profile
  • View Questions on CNQ
• Sun Life Financial Inc. (SLF $97.37)
  • $97.37 P/E (TTM): 15.83X Cap: $53.50B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Fortis Inc. (FTS $77.84)
  • $77.84 P/E (TTM): 22.14X Cap: $39.19B
  • View FTS Profile
  • View Questions on FTS
• Southern Copper Corporation (SCCO $169.78)
  • $169.78 P/E (TTM): 32.86X Cap: $139.13B
  • View SCCO Profile
  • View Questions on SCCO

Q: Hi Team,

I went looking through the questions and couldn’t find one like this. I am not looking for personal advice but the context is that I am closer to winding down the working years and am trying to build some income into the portfolio through dividend growers.

What would be your top seven dividend growers in both the US and Canada where the starting dividend is at least 1.5% indicating that management sees the dividend as a meaningful part of its capital allocation strategy? Obviously, I would prefer some sector diversification as well.

Please feel free to deduct as many questions as you deem appropriate.

Thanks for the great help!

Upvote 13

Read Answer Asked by Derek on July 09, 2025