Investment Q&A

• Boston Pizza Royalties Income Fund (BPF.UN $19.55)
  • $19.55 P/E (TTM): 21.25X Cap: $479M
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• Pizza Pizza Royalty Corp. (PZA $15.78)
  • $15.78 P/E (TTM): 34.3X Cap: $526M
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• SIR Royalty Income Fund (SRV.UN $14.30)
  • $14.30 P/E (TTM): 11.92X Cap: $119M
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• Keg Royalties Income Fund (The) (KEG.UN $18.63)
  • $18.63 P/E (TTM): 169.36X Cap: $211M
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• A & W Food Services of Canada Inc. (AW $39.13)
  • $39.13 P/E (TTM): 58.4X Cap: $939M
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Q: For some diversification along with some income I’m debating adding a bit more food service industry. I already own a half position of AW but would consider adding another half of same or go with a different half such as PZA, KEG.UN, BPF.UN, or SRV.UN. Thoughts

Upvote 4

Read Answer Asked by David on April 14, 2025

• Fortuna Mining Corp. (FVI $8.82)
  • $8.82 P/E (TTM): 12.6X Cap: $2.70B
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Q: Stock seems to have lots of momentum what would be your outlook going forward and could you give us the ratio of silver to gold,would be considered a silver or gold play.

Upvote 2

Read Answer Asked by dennis on April 14, 2025

• Chemours Company (The) (CC $12.21)
  • $12.21 P/E (TTM): 60.53X Cap: $1.82B
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Q: Hi

I am looking for income in my RRSP account and and I am looking at this stock for a 1% weighting to start.

The last time a question was asked on this stock was several years ago..

The high estimate is $27.00 US.

I thank you for your time.

Sincerely

Mike

Upvote 1

Read Answer Asked by Mike on April 14, 2025

• Ninepoint Energy Fund (NNRG)
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Q: This morning you suggested NNRG as a potential ETF for oil and gas sector and that it is more aggressive. Could you share what the top 10 holdings are and at what percentage of the ETF they are please.

Thanks!

Upvote 4

Read Answer Asked by Justin on April 14, 2025

• Fortis Inc. (FTS $68.79)
  • $68.79 P/E (TTM): 20.78X Cap: $34.50B
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• Brookfield Renewable Partners L.P. (BEP.UN $35.65)
  • $35.65 Cap: $23.46B
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• Emera Incorporated (EMA $64.50)
  • $64.50 P/E (TTM): 21.86X Cap: $19.21B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $42.91)
  • $42.91 P/E (TTM): 522.13X Cap: $28.09B
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Q: What would you think about tactically moving / trimming from EMA / FTS - the more regulated utilities to ones like BIP / BEP given the big differences in performances YTD. Would you not feel that when the markets recover EMA / FTS will be used as a source of cash?

Upvote 3

Read Answer Asked by Michael on April 14, 2025

• BMO Asset Management Inc (ZTL)
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Q: Good morning,

When do you think Ztl.ca would be a buy for long term hold in RIFF

Cheers

Carl

Upvote 1

Read Answer Asked by Carl on April 14, 2025

• Baylin Technologies Inc. (BYL $0.26)
  • $0.26 Cap: $39M
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Q: What happened with Baylin on Friday? It shot up to 63 cents then fell back down to 28.

Upvote 1

Read Answer Asked by Andre on April 14, 2025

• WELL Health Technologies Corp. (WELL $4.63)
  • $4.63 Cap: $1.15B
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Q: Is it reasonabl buy some Well before its Q after market close as appears to be very oversold on the delay of filing Q report .Txs for u usual great services & views

Upvote 4

Read Answer Asked by Peter on April 14, 2025

Q: Hello,

Your earlier reports included comparisons with peer companies and competition. It is missing from the newer reports. In my opinion it is valuable to have this information and I request you to consider including this in your reports, although the methodology to arrive at valuation may be different. Thanks.
Sincerely, Shyam

Upvote 1

Read Answer Asked by Shyam on April 14, 2025

• AbCellera Biologics Inc. (ABCL $4.34)
  • $4.34 Cap: $1.27B
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Q: Any thoughts on what prompted the big rise for ABCL on Friday? As a somewhat of a long shot play (but for a longterm hold), do you see potential in this business?

Upvote 2

Read Answer Asked by Anthony on April 14, 2025

Q: When a RRSP becomes converted into a RRIF ,I tend to believe that owning a certain proportion of covered calls ETF ( let's say 30- 40% ?) could be interesting in order to get enough dividends each year , to avoid selling, and to preserve the capital for constant revenues when you are in excellent health..Thanks for any comments or suggestions ,the goal being long term optimized revenues .

Upvote 18

Read Answer Asked by Jean-Yves on April 14, 2025

• Alpha Architect 1-3 Month Box ETF (BOXX $113.10)
  • $113.10 Cap: $7.48B
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Q: What do think of this ETF ? Income is taxed as capital gain, but is it worth it ?

Upvote 4

Read Answer Asked by Martin on April 14, 2025

• INVESCO QQQ Trust (QQQ $564.10)
  • $564.10 P/E (TTM): 59.46X Cap: $360.45B
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• Cellebrite DI Ltd. (CLBT $13.64)
  • $13.64 Cap: $3.26B
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• Nebius Group N.V. (NBIS $54.17)
  • $54.17 Cap: $12.89B
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Q: I own the above stocks/funds. Do you think it’s best to continue to hold or sell to purchase different investments?
Thanks

Upvote 4

Read Answer Asked by Ben on April 14, 2025

• ProShares VIX Short-Term Futures ETF (VIXY $41.73)
  • $41.73 Cap: $284M
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• BetaPro S&P 500 VIX Short-Term Futures ETF (VOLX $8.00)
  • $8.00 Cap: $27M
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Q: Would you recommend VIX stocks like VOLX:CA and VIXY:US or gold stocks at this time?

Upvote 2

Read Answer Asked by Margie on April 14, 2025

• Applovin Corporation (APP $395.01)
  • $395.01 P/E (TTM): 68.59X Cap: $133.66B
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• Propel Holdings Inc. (PRL $34.65)
  • $34.65 P/E (TTM): 17.69X Cap: $1.34B
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Q: For a three year timeline in my growth allocation, would you go with Propel or with Applovin in simple terms of potential price appreciation?

Upvote 7

Read Answer Asked by Michael on April 14, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $35.65)
  • $35.65 Cap: $23.46B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $42.91)
  • $42.91 P/E (TTM): 522.13X Cap: $28.09B
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Q: I am considering taking positions in both of the above companies. Is there any redundancy in this proposal, i.e., would bip.un assets cover what bep.un owns and beyond.

Thanks

David

Upvote 7

Read Answer Asked by david on April 14, 2025

Q: Hello, is there an open source where can I download S&P 500 and predecessor daily historical data to 1928?
Thanks

Upvote 4

Read Answer Asked by Darryl on April 14, 2025

• iShares S&P/TSX Global Gold Index ETF (XGD $32.02)
  • $32.02 P/E (TTM): 97.83X Cap: $2.25B
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• Sprott Physical Gold Trust Unit (PHYS $25.88)
  • $25.88 P/E (TTM): 24.9X Cap: $10.44B
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Q: I see the suggestion of going to gold for safety in this market. Do your mean buying gold pieces at Costco or other means? I need some recommendations on how to enter the market and take the least amount of risk.

Upvote 6

Read Answer Asked by Brenda on April 14, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $124.21)
  • $124.21 P/E (TTM): 18.62X Cap: $1.47B
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• Global Payments Inc. (GPN $78.89)
  • $78.89 P/E (TTM): 12.63X Cap: $19.23B
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• kneat.com inc. (KSI $5.63)
  • $5.63 Cap: $528M
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• Vitalhub Corp. (VHI $13.53)
  • $13.53 P/E (TTM): 300.67X Cap: $754M
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• Vertiv Holdings LLC Class A (VRT $140.20)
  • $140.20 P/E (TTM): 82.32X Cap: $53.53B
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• Shift4 Payments Inc. Class A (FOUR $102.20)
  • $102.20 P/E (TTM): 34.44X Cap: $8.91B
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• Symbotic Inc. (SYM $56.57)
  • $56.57 Cap: $33.35B
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• Nebius Group N.V. (NBIS $54.17)
  • $54.17 Cap: $12.89B
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Q: I am looking for tax-loss proxy ideas for the following names: CAN: HPS.A, KSI, VHI. US: NBIS, SYM, FOUR. Thank you!

Upvote 3

Read Answer Asked by Andrew on April 14, 2025

• Franco-Nevada Corporation (FNV $222.95)
  • $222.95 P/E (TTM): 50.87X Cap: $42.95B
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• Agnico Eagle Mines Limited (AEM $172.74)
  • $172.74 P/E (TTM): 26.83X Cap: $86.83B
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Q: Best gold stocks?

Upvote 8

Read Answer Asked by Pierre on April 14, 2025