Q: Can you comment on results from both WSP and TOI after calls (not sure if TOI has a call). Were there any surprises good or bad? Looking forward, where do you see each 6 months out?
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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: These 3 companies: STN; WSP; TOI reported year end and quarterly financials today. I'd be interested on your thoughts regarding the results for each and going forward. Three questions in one. Deduct as many credits/ points as needed. Thanks.
Robert
Robert
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Canadian National Railway Company (CNR $150.60)
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Suncor Energy Inc. (SU $76.18)
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Enbridge Inc. (ENB $72.07)
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Fortis Inc. (FTS $77.55)
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Wheaton Precious Metals Corp. (WPM $212.53)
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WSP Global Inc. (WSP $229.52)
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Celestica Inc. (CLS $380.08)
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Agnico Eagle Mines Limited (AEM $327.54)
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Hydro One Limited (H $57.90)
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Lundin Gold Inc. (LUG $121.38)
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Nutrien Ltd. (NTR $98.68)
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Propel Holdings Inc. (PRL $21.77)
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Electrovaya Inc. (ELVA $10.30)
Q: 5i provided subscribers with 2 very interesting article recently. One on HALO companies and one of Canadian Companies With Accelerated Topline Growth Rates.
Would you take it one step further for us.
Of the 4 segments of HALO stocks that were highlighted can you pick your top 2 choices from each of the 4 segments and list them from strongest choice down.
Also can you pick the top 5 stocks from the Growth rates list that you think would provide the best growth over the next 5 years from strongest selection down.
With thanks from all of us.
Sheldon
Would you take it one step further for us.
Of the 4 segments of HALO stocks that were highlighted can you pick your top 2 choices from each of the 4 segments and list them from strongest choice down.
Also can you pick the top 5 stocks from the Growth rates list that you think would provide the best growth over the next 5 years from strongest selection down.
With thanks from all of us.
Sheldon
Q: Hi,
Seems Anthropic is causing quite a few disruptions lately and today their COBOL tool has hit IBM and others. Do you see any reason to wait it out and hold if this could be used as a tax loss in a cash account? I am also concerned about yet another fairly large drop in the price on WSP. Is there any further news regarding it today? Unfortunately I hold that in a RSP account, so am not sure whether to sell or hold, and would welcome your thoughts on this as well. Many thanks for your continued good advice - it is always appreciated!
D
Seems Anthropic is causing quite a few disruptions lately and today their COBOL tool has hit IBM and others. Do you see any reason to wait it out and hold if this could be used as a tax loss in a cash account? I am also concerned about yet another fairly large drop in the price on WSP. Is there any further news regarding it today? Unfortunately I hold that in a RSP account, so am not sure whether to sell or hold, and would welcome your thoughts on this as well. Many thanks for your continued good advice - it is always appreciated!
D
Q: WSP Global has been dropping significantly recently. What are the reasons? Is this stock a buy, hold or sell at the current level?
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United Rentals Inc. (URI $846.87)
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WSP Global Inc. (WSP $229.52)
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Stantec Inc. (STN $124.83)
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Thomson Reuters Corporation (TRI $136.65)
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Kraken Robotics Inc. (PNG $8.52)
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Zedcor Inc. (ZDC $5.58)
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Axon Enterprise Inc. (AXON $532.90)
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CECO Environmental Corp. (CECO $63.36)
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EnerSys (ENS $168.00)
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Vertiv Holdings LLC Class A (VRT $246.48)
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Tantalus Systems Holding Inc. (GRID $4.79)
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MDA Space Ltd. (MDA $38.57)
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Karman Holdings Inc. (KRMN $84.81)
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GPGI Inc. Class A (GPGI $23.02)
Q: Do you consider these all industrial?
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If so, what would your current ranking be? Or if it's a better question, what would your ideal 5 stock portfolio be?
Replace with other industrial stocks as desired.
Would you agree that industrials look good going forward? And any preference to Can/USA focus for the sector right now?
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If so, what would your current ranking be? Or if it's a better question, what would your ideal 5 stock portfolio be?
Replace with other industrial stocks as desired.
Would you agree that industrials look good going forward? And any preference to Can/USA focus for the sector right now?
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WSP Global Inc. (WSP $229.52)
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TFI International Inc. (TFII $158.98)
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Thomson Reuters Corporation (TRI $136.65)
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Brookfield Corporation Class A Limited Voting Shares (BN $62.58)
Q: Having wanting to diversify from my non registered account of mainly banks, utilities and pipelines, I have followed these 4 stocks for quite sometime. Bought BN ( up ) a year ago and WSP just recently; both half positions. Now is too early for TRI as it is impossible to determine the winners and losers in the software AI issue besides I already own LMN ( down down ) in my TFSA. Based on management’s handling of previous downturns, I have TFII on the radar. Are there any large Canadian companies with international exposure you would suggest ? Should I just bring BN and WSP up to full position? I am looking at BIPC but would that be too much Brookfield ?
I stay away from oil and commodity companies.
Thanks . Derek
I stay away from oil and commodity companies.
Thanks . Derek
Q: FYI: This article (in french) might be interesting regarding the recent drop of WSP, ATRL, STN.
https://www.lapresse.ca/affaires/entreprises/2026-02-14/secousses-sur-les-marches/la-menace-de-l-ia-atteint-wsp-et-atkinsrealis.php
It assumes it could be related to the Thursday upgrade of Google Gemini 3 Deep Think .
But this upgrade could be viewed as positive rather than negative.
Denise.
https://www.lapresse.ca/affaires/entreprises/2026-02-14/secousses-sur-les-marches/la-menace-de-l-ia-atteint-wsp-et-atkinsrealis.php
It assumes it could be related to the Thursday upgrade of Google Gemini 3 Deep Think .
But this upgrade could be viewed as positive rather than negative.
Denise.
Q: I would appreciate your comments on the recent weakness in WSP’s share price. Could you please outline the main factors behind the sudden drop and whether this appears to be short-term market volatility or something more fundamental?
In particular, is the recent acquisition a significant factor in the decline, and if so, how do you assess the risks and potential long-term benefits from that transaction?
Additionally, at current price levels, would you consider WSP a buy, a hold, or a position to trim for a long-term investor? Any perspective on valuation, outlook, and key risks would be greatly appreciated.
Thank you very much for your insight.
Rick
In particular, is the recent acquisition a significant factor in the decline, and if so, how do you assess the risks and potential long-term benefits from that transaction?
Additionally, at current price levels, would you consider WSP a buy, a hold, or a position to trim for a long-term investor? Any perspective on valuation, outlook, and key risks would be greatly appreciated.
Thank you very much for your insight.
Rick
Q: WSP stock has been dropping like a rock lately. Do you know why? Do you have any reason to expect Q4 earnings to be lower (or higher) than expectations of about 2.62? How confident are you of earnings progress in years going forward.? I'm thinking of buying this dip (or selling puts underneath it)
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Constellation Software Inc. (CSU $2,545.00)
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Cameco Corporation (CCO $157.93)
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Element Fleet Management Corp. (EFN $33.49)
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WSP Global Inc. (WSP $229.52)
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Celestica Inc. (CLS $380.08)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $170.06)
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5N Plus Inc. (VNP $30.10)
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EQB Inc. (EQB $116.38)
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Aritzia Inc. Subordinate Voting Shares (ATZ $128.91)
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Zedcor Inc. (ZDC $5.58)
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Galaxy Digital Inc. Class A common stock (GLXY $30.08)
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Topicus.com Inc. (TOI $92.32)
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MDA Space Ltd. (MDA $38.57)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $93.93)
Q: How would you rank the listed names today for new positions in the TFSA of a growth oriented investor?
Q: Do you know if the big drop is due to the multinational Defence, Security, and Resilience Bank (DSRB) announcement? Maybe the competition from engineering firms outside Canada ? ..
Q: Hi! Any reason for the 12% today? Thanks!
Q: What is happening with WSP today?
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Alphabet Inc. (GOOG $302.96)
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Micron Technology Inc. (MU $403.25)
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NVIDIA Corporation (NVDA $185.57)
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WSP Global Inc. (WSP $229.52)
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Teradyne Inc. (TER $332.29)
Q: Which 10 Canadian or US companies are most attractive for a +5 year hold? In order ideally
Also, what one thing is worrying you most about current market conditions? And why
Thank you
Also, what one thing is worrying you most about current market conditions? And why
Thank you
Q: WSP is down quite a bit this morning. I don't see any news. Any idea what's happening?
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Apple Inc. (AAPL $271.68)
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Amazon.com Inc. (AMZN $207.40)
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Costco Wholesale Corporation (COST $991.91)
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Meta Platforms Inc. (META $649.30)
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Eli Lilly and Company (LLY $1,011.71)
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Walmart Inc. (WMT $125.14)
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Enbridge Inc. (ENB $72.07)
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ARC Resources Ltd. (ARX $24.62)
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Tourmaline Oil Corp. (TOU $62.20)
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WSP Global Inc. (WSP $229.52)
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Celestica Inc. (CLS $380.08)
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TFI International Inc. (TFII $158.98)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $170.06)
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goeasy Ltd. (GSY $111.06)
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Teradyne Inc. (TER $332.29)
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Fortis Inc. (FTS $56.51)
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Boyd Group Services Inc. (BYD $232.50)
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Nvidia CDR (CAD Hedged) (NVDA $42.10)
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Costco CDR (CAD Hedged) (COST $44.57)
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Microsoft CDR (CAD Hedged) (MSFT $28.41)
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Alphabet CDR (CAD Hedged) (GOOG $49.00)
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GE Vernova CDR (CAD Hedged) (GEV $57.29)
Q: Hi Group took some profits on Google (still hold 6%) any have some cash would like to pick 3 from the above list and start 3 new positions . Please give me you 3 to add to as well suggestions in 3 new positions Amazon Apple Meta i no longer have maybe they qualify
Better to add or start new positions is the question please list in order of preference in both Growth and value are the target thanks
Better to add or start new positions is the question please list in order of preference in both Growth and value are the target thanks
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Lockheed Martin Corporation (LMT $640.90)
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Northrop Grumman Corporation (NOC $705.83)
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Waste Management Inc. (WM $229.21)
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WSP Global Inc. (WSP $229.52)
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Comfort Systems USA Inc. (FIX $1,395.56)
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SPX Technologies Inc. (SPXC $225.55)
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Stantec Inc (STN $91.09)
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GFL Environmental Inc. subordinate voting shares (GFL $58.99)
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MDA Space Ltd. (MDA $38.57)
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Karman Holdings Inc. (KRMN $84.81)
Q: Can you suggest some stock and ETF's traded on both US and CDN exchanges that employ many blue collar workers that may not be effected by AI implementation. My thinking is that one always needs humans to do "actual" labour like building homes, plumbing & electrical maintenance etc. Does this make sense?
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WSP Global Inc. (WSP $229.52)
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Axon Enterprise Inc. (AXON $532.90)
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Trane Technologies plc (TT $449.71)
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RTX Corporation (RTX $196.57)
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MDA Space Ltd. (MDA $38.57)
Q: Hi 5i
What 2-4 industrials are you excited about currently ? Please could you separate US and Cad and provide a brief comment on why,
Thank you
What 2-4 industrials are you excited about currently ? Please could you separate US and Cad and provide a brief comment on why,
Thank you
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Constellation Software Inc. (CSU $2,545.00)
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WSP Global Inc. (WSP $229.52)
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Celestica Inc. (CLS $380.08)
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Thomson Reuters Corporation (TRI $136.65)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $170.06)
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goeasy Ltd. (GSY $111.06)
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Brookfield Infrastructure Partners L.P. (BIP.UN $54.12)
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5N Plus Inc. (VNP $30.10)
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Vitalhub Corp. (VHI $8.17)
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Galaxy Digital Inc. Class A common stock (GLXY $30.08)
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Zoomd Technologies Ltd. (ZOMD $1.03)
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Docebo Inc. (DCBO $24.31)
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Brookfield Corporation Class A Limited Voting Shares (BN $62.58)
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Lumine Group Inc. (LMN $21.73)
Q: Hello
How would you rate the following in order for each group for a buy today at todays price for a 3 year hold on a scale of 1-10. With 1 being don't buy and 10 being a great buy.
Group 1
CSU
SHOP
CLS
BN
WSP
TRI
BIP.UN
Group 2
GSY
GLXY
LMN
VNP
ZOMD
VHI
DCBO
Thank you for letting me ask this question
How would you rate the following in order for each group for a buy today at todays price for a 3 year hold on a scale of 1-10. With 1 being don't buy and 10 being a great buy.
Group 1
CSU
SHOP
CLS
BN
WSP
TRI
BIP.UN
Group 2
GSY
GLXY
LMN
VNP
ZOMD
VHI
DCBO
Thank you for letting me ask this question