Investment Q&A

• Republic Services Inc. (RSG $243.27)
  • $243.27 P/E (TTM): 36.55X Cap: $75.72B
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• United Rentals Inc. (URI $803.25)
  • $803.25 P/E (TTM): 20.51X Cap: $51.41B
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• Canadian National Railway Company (CNR $130.98)
  • $130.98 P/E (TTM): 19.13X Cap: $85.69B
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• Canadian Pacific Kansas City Limited (CP $105.12)
  • $105.12 P/E (TTM): 25.79X Cap: $99.39B
  • View CP Profile
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• WSP Global Inc. (WSP $285.62)
  • $285.62 P/E (TTM): 51.44X Cap: $36.75B
  • View WSP Profile
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  • View Reports on WSP
• Stantec Inc. (STN $151.93)
  • $151.93 P/E (TTM): 45.08X Cap: $17.22B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• Transdigm Group Incorporated (TDG $1,597.75)
  • $1,597.75 P/E (TTM): 53.0X Cap: $88.24B
  • View TDG Profile
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• Axon Enterprise Inc. (AXON $705.22)
  • $705.22 P/E (TTM): 174.09X Cap: $56.11B
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• GFL Environmental Inc. subordinate voting shares (GFL $64.57)
  • $64.57 Cap: $24.14B
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• Trane Technologies plc (TT $459.35)
  • $459.35 P/E (TTM): 37.28X Cap: $99.84B
  • View TT Profile
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Q: Which industrials in Canada and US are worth buying at the moment?

Upvote 13

Read Answer Asked by Peter on July 14, 2025

• WSP Global Inc. (WSP $285.62)
  • $285.62 P/E (TTM): 51.44X Cap: $36.75B
  • View WSP Profile
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• Stantec Inc. (STN $151.93)
  • $151.93 P/E (TTM): 45.08X Cap: $17.22B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• Aecon Group Inc. (ARE $19.49)
  • $19.49 Cap: $1.22B
  • View ARE Profile
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• AtkinsRéalis Group Inc. (ATRL $97.21)
  • $97.21 P/E (TTM): 66.55X Cap: $16.78B
  • View ATRL Profile
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Q: 1) For these listed firms, which ones have the strongest link to the nuclear energy field?
2) I have a fair sized holding in WSP but am eager to branch out for diversification purposes to either STN or ATRL. I see from other questions, 5i's seems to favour STN as a compliment to WSP. How strong is STN in the nuclear field (their website suggests some capability)?
With thanks.

Upvote 6

Read Answer Asked by David C. on July 10, 2025

• WSP Global Inc. (WSP $285.62)
  • $285.62 P/E (TTM): 51.44X Cap: $36.75B
  • View WSP Profile
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• Stantec Inc. (STN $151.93)
  • $151.93 P/E (TTM): 45.08X Cap: $17.22B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN

Q: Good morning, I own a half share of WSP and sm thinking to either add another quarter share, or to initiate a quarter share in STN (new position). Given their overlap and current valuations, and looking ahead to five plus years, which one would you think makes the most sense in your opinion?
Thank you.

Upvote 6

Read Answer Asked by GeeMac on July 02, 2025

• WSP Global Inc. (WSP $285.62)
  • $285.62 P/E (TTM): 51.44X Cap: $36.75B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Stantec Inc. (STN $151.93)
  • $151.93 P/E (TTM): 45.08X Cap: $17.22B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• Aecon Group Inc. (ARE $19.49)
  • $19.49 Cap: $1.22B
  • View ARE Profile
  • View Questions on ARE
• AtkinsRéalis Group Inc. (ATRL $97.21)
  • $97.21 P/E (TTM): 66.55X Cap: $16.78B
  • View ATRL Profile
  • View Questions on ATRL

Q: The Alberta Premier is talking about getting a private company(s)
to build a pipeline to link the resources of Alberta to BC Province
I have all the pipelines in my portfolio
in terms of construction, would WSP, Stn and any other companies benefit from
this Big Project? just like linking the West to the East pipeline which could happen
to benefit all Canadians
good luck to the projects
thanks
Michael

Upvote 8

Read Answer Asked by Michael on June 30, 2025

• WSP Global Inc. (WSP $285.62)
  • $285.62 P/E (TTM): 51.44X Cap: $36.75B
  • View WSP Profile
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• Stantec Inc. (STN $151.93)
  • $151.93 P/E (TTM): 45.08X Cap: $17.22B
  • View STN Profile
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Q: I was thinking of buying some Stantec (STN) shares. However, I already own WSP. Are they too similar to own both? Thanks

Upvote 3

Read Answer Asked by Ben on June 13, 2025

• Toronto-Dominion Bank (The) (TD $102.44)
  • $102.44 P/E (TTM): 10.46X Cap: $175.98B
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• Bank of Nova Scotia (The) (BNS $77.27)
  • $77.27 P/E (TTM): 16.08X Cap: $95.52B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $139.00)
  • $139.00 P/E (TTM): 17.98X Cap: $30.90B
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• Constellation Software Inc. (CSU $4,844.17)
  • $4,844.17 P/E (TTM): 101.29X Cap: $102.65B
  • View CSU Profile
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• Dollarama Inc. (DOL $185.83)
  • $185.83 P/E (TTM): 42.42X Cap: $51.50B
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• Intact Financial Corporation (IFC $303.00)
  • $303.00 P/E (TTM): 24.5X Cap: $54.06B
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• WSP Global Inc. (WSP $285.62)
  • $285.62 P/E (TTM): 51.44X Cap: $36.75B
  • View WSP Profile
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  • View Reports on WSP
• Stantec Inc. (STN $151.93)
  • $151.93 P/E (TTM): 45.08X Cap: $17.22B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• Descartes Systems Group Inc. (The) (DSG $143.47)
  • $143.47 P/E (TTM): 62.59X Cap: $12.20B
  • View DSG Profile
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• FirstService Corporation (FSV $243.06)
  • $243.06 P/E (TTM): 61.78X Cap: $11.11B
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• Toromont Industries Ltd. (TIH $132.35)
  • $132.35 P/E (TTM): 21.76X Cap: $10.68B
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• Thomson Reuters Corporation (TRI $276.50)
  • $276.50 P/E (TTM): 42.1X Cap: $124.15B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $166.06)
  • $166.06 P/E (TTM): 100.81X Cap: $218.54B
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• goeasy Ltd. (GSY $179.65)
  • $179.65 P/E (TTM): 11.57X Cap: $2.89B
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• EQB Inc. (EQB $103.75)
  • $103.75 P/E (TTM): 10.49X Cap: $3.92B
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• Propel Holdings Inc. (PRL $36.26)
  • $36.26 P/E (TTM): 18.47X Cap: $1.40B
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• Brookfield Corporation Class A Limited Voting Shares (BN $92.12)
  • $92.12 P/E (TTM): 235.71X Cap: $148.93B
  • View BN Profile
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.86)
  • $84.86 P/E (TTM): 43.41X Cap: $133.27B
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Q: Which names in the Growth and Balanced portfolios respectively do feel best about currently for a 3-5 year hold? Any related sector comments?

With thanks.

Upvote 45

Read Answer Asked by David C. on June 03, 2025

• Martin Marietta Materials Inc. (MLM $574.75)
  • $574.75 P/E (TTM): 32.74X Cap: $32.93B
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• WSP Global Inc. (WSP $285.62)
  • $285.62 P/E (TTM): 51.44X Cap: $36.75B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Stantec Inc. (STN $151.93)
  • $151.93 P/E (TTM): 45.08X Cap: $17.22B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• Brookfield Infrastructure Partners L.P. (BIP.UN $44.15)
  • $44.15 P/E (TTM): 533.09X Cap: $28.68B
  • View BIP.UN Profile
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Q: Good morning.
I’m considering adding bip.un to my income portfolio.
Could I have your thoughts on it.
Would this be a ok entry price.
Please provide a couple other stocks you would also consider comparable
Thanks Steve.

Upvote 3

Read Answer Asked by Stephen on May 27, 2025

• WSP Global Inc. (WSP $285.62)
  • $285.62 P/E (TTM): 51.44X Cap: $36.75B
  • View WSP Profile
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  • View Reports on WSP
• Stantec Inc. (STN $151.93)
  • $151.93 P/E (TTM): 45.08X Cap: $17.22B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN

Q: Which is you're preference at this time for a new position in an RRSP ? Thank you.

Upvote 7

Read Answer Asked by Paul on April 28, 2025

• WSP Global Inc. (WSP $285.62)
  • $285.62 P/E (TTM): 51.44X Cap: $36.75B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Stantec Inc. (STN $151.93)
  • $151.93 P/E (TTM): 45.08X Cap: $17.22B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• Mattr Corp. (MATR $12.49)
  • $12.49 Cap: $789M
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• Aecon Group Inc. (ARE $19.49)
  • $19.49 Cap: $1.22B
  • View ARE Profile
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• Russel Metals Inc. (RUS $45.48)
  • $45.48 P/E (TTM): 17.05X Cap: $2.56B
  • View RUS Profile
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Q: Assuming Canada invests on infrastructure projects in order to support its natural resource sector to reach other than US markets, which cos do you recommend (plse refrain from suggesting BN and affiliates as I am not a fan) - thx

Upvote 5

Read Answer Asked by simon on April 21, 2025

• Stantec Inc. (STN $151.93)
  • $151.93 P/E (TTM): 45.08X Cap: $17.22B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN

Q: I just noticed (better late than never) that you sold your full position in Stantec in your model GROWTH portfolio in February. How come? Any concerns with the company?

Upvote 4

Read Answer Asked by Paul on April 07, 2025

• Stantec Inc. (STN $151.93)
  • $151.93 P/E (TTM): 45.08X Cap: $17.22B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• Descartes Systems Group Inc. (The) (DSG $143.47)
  • $143.47 P/E (TTM): 62.59X Cap: $12.20B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Toromont Industries Ltd. (TIH $132.35)
  • $132.35 P/E (TTM): 21.76X Cap: $10.68B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• Topicus.com Inc. (TOI $182.00)
  • $182.00 P/E (TTM): 98.44X Cap: $24.18B
  • View TOI Profile
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• D2L Inc. Subordinate Voting Shares (DTOL $14.90)
  • $14.90 P/E (TTM): 20.36X Cap: $778M
  • View DTOL Profile
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• Lumine Group Inc. (LMN $52.03)
  • $52.03 Cap: $13.34B
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Q: Do you recommend any Canadian small cap tech or industrial companies that are worthy of a small starter position? Could be US if that request is too narrow. Thanks!

Upvote 17

Read Answer Asked by Blake on March 31, 2025

• Stantec Inc. (STN $151.93)
  • $151.93 P/E (TTM): 45.08X Cap: $17.22B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• Descartes Systems Group Inc. (The) (DSG $143.47)
  • $143.47 P/E (TTM): 62.59X Cap: $12.20B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• FirstService Corporation (FSV $243.06)
  • $243.06 P/E (TTM): 61.78X Cap: $11.11B
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV
• TMX Group Limited (X $56.18)
  • $56.18 P/E (TTM): 34.86X Cap: $15.60B
  • View X Profile
  • View Questions on X
  • View Reports on X
• Toromont Industries Ltd. (TIH $132.35)
  • $132.35 P/E (TTM): 21.76X Cap: $10.68B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• goeasy Ltd. (GSY $179.65)
  • $179.65 P/E (TTM): 11.57X Cap: $2.89B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• TerraVest Industries Inc. (TVK $167.56)
  • $167.56 P/E (TTM): 41.0X Cap: $3.19B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• EQB Inc. (EQB $103.75)
  • $103.75 P/E (TTM): 10.49X Cap: $3.92B
  • View EQB Profile
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  • View Reports on EQB
• Topicus.com Inc. (TOI $182.00)
  • $182.00 P/E (TTM): 98.44X Cap: $24.18B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Propel Holdings Inc. (PRL $36.26)
  • $36.26 P/E (TTM): 18.47X Cap: $1.40B
  • View PRL Profile
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  • View Reports on PRL

Q: What would be your top 10 Canadian stock picks now, maximum market cap $10 billion, long term hold. Thanks.

Upvote 37

Read Answer Asked by Dan on March 31, 2025

• Alphabet Inc. (GOOG $191.51)
  • $191.51 P/E (TTM): 21.44X Cap: $2.33T
  • View GOOG Profile
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• Walmart Inc. (WMT $95.68)
  • $95.68 P/E (TTM): 40.96X Cap: $764.92B
  • View WMT Profile
  • View Questions on WMT
• Loblaw Companies Limited (L $217.51)
  • $217.51 P/E (TTM): 30.22X Cap: $65.64B
  • View L Profile
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• Constellation Software Inc. (CSU $4,844.17)
  • $4,844.17 P/E (TTM): 101.29X Cap: $102.65B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Intact Financial Corporation (IFC $303.00)
  • $303.00 P/E (TTM): 24.5X Cap: $54.06B
  • View IFC Profile
  • View Questions on IFC
• WSP Global Inc. (WSP $285.62)
  • $285.62 P/E (TTM): 51.44X Cap: $36.75B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Stantec Inc. (STN $151.93)
  • $151.93 P/E (TTM): 45.08X Cap: $17.22B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• Alimentation Couche-Tard Inc. (ATD $76.27)
  • $76.27 P/E (TTM): 20.62X Cap: $72.81B
  • View ATD Profile
  • View Questions on ATD
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $166.06)
  • $166.06 P/E (TTM): 100.81X Cap: $218.54B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• RTX Corporation (RTX $156.49)
  • $156.49 P/E (TTM): 43.74X Cap: $199.28B
  • View RTX Profile
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• Propel Holdings Inc. (PRL $36.26)
  • $36.26 P/E (TTM): 18.47X Cap: $1.40B
  • View PRL Profile
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  • View Reports on PRL
• Brookfield Corporation Class A Limited Voting Shares (BN $92.12)
  • $92.12 P/E (TTM): 235.71X Cap: $148.93B
  • View BN Profile
  • View Questions on BN

Q: Hi Group please share your top 4 sectors c/w 3 stocks in each. (please rate the 3 in order of preferred order to add) also if you could suggest a good entry price (i intend to average in over the next 6 months presently no defense /manufacturing exposure also light on health care. I have 20% of my portfolio in cash. thanks

Upvote 47

Read Answer Asked by Terence on March 27, 2025

• WSP Global Inc. (WSP $285.62)
  • $285.62 P/E (TTM): 51.44X Cap: $36.75B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Stantec Inc. (STN $151.93)
  • $151.93 P/E (TTM): 45.08X Cap: $17.22B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN

Q: Hi, STN or WSP if you had to choose inly one, with possible entry prices and a very short explanation why would be great!!

Upvote 4

Read Answer Asked by Josef on March 17, 2025

• Stantec Inc. (STN $151.93)
  • $151.93 P/E (TTM): 45.08X Cap: $17.22B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• Aecon Group Inc. (ARE $19.49)
  • $19.49 Cap: $1.22B
  • View ARE Profile
  • View Questions on ARE
• Bird Construction Inc. (BDT $28.90)
  • $28.90 P/E (TTM): 16.05X Cap: $1.61B
  • View BDT Profile
  • View Questions on BDT
• AtkinsRéalis Group Inc. (ATRL $97.21)
  • $97.21 P/E (TTM): 66.55X Cap: $16.78B
  • View ATRL Profile
  • View Questions on ATRL

Q: I sold half my holdings in BDT and ARE in December, in a TFSA, with a nice profit. Both are down quite a lot since then. I was planning to buy back to average down. Or take position in more stable stocks like STN or ATRL. How would you rank these 4 for new purchase? in a registered or regular account? Would any of these be more at risk with US politics ? I already own WSP and NOA. Thanks a lot.

Upvote 7

Read Answer Asked by Denise on March 17, 2025

• WSP Global Inc. (WSP $285.62)
  • $285.62 P/E (TTM): 51.44X Cap: $36.75B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Stantec Inc. (STN $151.93)
  • $151.93 P/E (TTM): 45.08X Cap: $17.22B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN

Q: Now that WSP has also reported, could you please give a short update on your answer today? Given STN's results, what do you think is better to open a position in: STN, or WSP at the moment? Thank you

Upvote 9

Read Answer Asked by Pongs on February 27, 2025

• WSP Global Inc. (WSP $285.62)
  • $285.62 P/E (TTM): 51.44X Cap: $36.75B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Stantec Inc. (STN $151.93)
  • $151.93 P/E (TTM): 45.08X Cap: $17.22B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN

Q: Hello. Given STN's results, what do you think it better to open the business in STN, or WSP at the moment?

Upvote 6

Read Answer Asked by Pongs on February 26, 2025

• Stantec Inc. (STN $151.93)
  • $151.93 P/E (TTM): 45.08X Cap: $17.22B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• Stantec Inc (STN $111.76)
  • $111.76 P/E (TTM): 45.08X Cap: $12.67B
  • View STN Profile
  • View Questions on STN

Q: Hello,

Thoughts on the latest results?

Thanks.

Upvote 4

Read Answer Asked by Satish on February 25, 2025

• WSP Global Inc. (WSP $285.62)
  • $285.62 P/E (TTM): 51.44X Cap: $36.75B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Stantec Inc. (STN $151.93)
  • $151.93 P/E (TTM): 45.08X Cap: $17.22B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN

Q: With the uncertainty ahead is it time to reduce the industrial holdings first , and then financials if the tariffs kick in?

Upvote 8

Read Answer Asked by Elizabeth on February 13, 2025

• Dollarama Inc. (DOL $185.83)
  • $185.83 P/E (TTM): 42.42X Cap: $51.50B
  • View DOL Profile
  • View Questions on DOL
• Stantec Inc. (STN $151.93)
  • $151.93 P/E (TTM): 45.08X Cap: $17.22B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• Thomson Reuters Corporation (TRI $276.50)
  • $276.50 P/E (TTM): 42.1X Cap: $124.15B
  • View TRI Profile
  • View Questions on TRI
• goeasy Ltd. (GSY $179.65)
  • $179.65 P/E (TTM): 11.57X Cap: $2.89B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Waste Connections Inc. (WCN $250.58)
  • $250.58 P/E (TTM): 75.56X Cap: $64.89B
  • View WCN Profile
  • View Questions on WCN

Q: I'm looking to add a dividend growth stock to my portfolio and considering DOL, TRI, STN, GSY, WCN. What are your views on these stocks and please rank given current market conditions and price. I hold others such as BN, TFII, CSU, and ATD. Others to consider?

Upvote 6

Read Answer Asked by Gerry on February 12, 2025