Investment Q&A

• Purpose Bitcoin ETF (BTCC.B $22.94)
  • $22.94 Cap: $1.69B
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• 3iQ Ether Staking ETF (ETHQ $21.98)
  • $21.98 Cap: $150M
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• Evolve Cryptocurrencies ETF (ETC $23.86)
  • $23.86 Cap: $94M
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• Fidelity Advantage Bitcoin ETF (FBTC $53.78)
  • $53.78 Cap: $1.64B
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• ISHARES BITCOIN TR (IBIT $66.20)
  • $66.20 Cap: $94.12B
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• Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $101.73)
  • $101.73 Cap: $22.86B
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• A (ETHA)
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Q: Hi Guys Looking for your recommendations on a crypto ETF. Thank you

Upvote 5

Read Answer Asked by Ray on October 21, 2024

• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 95.55X Cap: $83.41B
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Q: Hi team,

What are your thoughts on the current valuation of this company?

Do you believe there is still a significant runway over the next 15-20 years?

Thanks

Upvote 15

Read Answer Asked by Keith on October 18, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.29)
  • $124.29 P/E (TTM): 16.78X Cap: $28.50B
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Q: Hi Team,

What are your thoughts on the company's current valuation and it's future prospects?

Do you believe this could be a long term compounder? Would you be comfortable buying it here?

Thanks,

Upvote 5

Read Answer Asked by Keith on October 18, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 94.38X Cap: $298.69B
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Q: Hi Team,

What are your thoughts on the company's current valuation and it's future prospects?

Do you believe this could be a long term compounder? Would you be comfortable buying it here?

Thanks,

Upvote 8

Read Answer Asked by Keith on October 18, 2024

• Toronto-Dominion Bank (The) (TD $109.78)
  • $109.78 P/E (TTM): 9.48X Cap: $191.24B
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• Bank of Nova Scotia (The) (BNS $88.84)
  • $88.84 P/E (TTM): 17.0X Cap: $110.74B
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Q: Which one of Td or Bns do you think willl provide the best return over the next 3 to 5 years?

Upvote 9

Read Answer Asked by Terry on October 18, 2024

• CAE Inc. (CAE $38.13)
  • $38.13 P/E (TTM): 30.92X Cap: $12.54B
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• Magellan Aerospace Corporation (MAL $16.65)
  • $16.65 P/E (TTM): 26.59X Cap: $985M
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• Heico Corporation (HEI $306.83)
  • $306.83 P/E (TTM): 74.77X Cap: $42.71B
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• RTX Corporation (RTX $157.70)
  • $157.70 P/E (TTM): 37.05X Cap: $217.08B
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Q: Finally back even with MAL after 3+ yrs ...... hold or sell ?

Upvote 4

Read Answer Asked by Brant on October 18, 2024

• EQB Inc. (EQB $91.53)
  • $91.53 P/E (TTM): 10.61X Cap: $3.55B
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Q: I owned CWB:T, now acquired by NA:T. I want to replace it with small bank such as EQB or LB. Do you think EQB:T has good long term business model and do well or your analysis prefer to stay with large banks? I do own TD, RY. It's just a replacement of CWB:T.
Thanks
Piyush

Upvote 5

Read Answer Asked by Piyush on October 18, 2024

• Boyd Group Services Inc. (BYD $219.07)
  • $219.07 P/E (TTM): 433.33X Cap: $4.76B
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Q: What will it take for BOYD Group to turn their business around and their price to go up to their historical levels.

Upvote 2

Read Answer Asked by Nick on October 18, 2024

• Royal Bank of Canada (RY $201.20)
  • $201.20 P/E (TTM): 20.43X Cap: $286.35B
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• Canadian National Railway Company (CNR $132.24)
  • $132.24 P/E (TTM): 18.53X Cap: $83.61B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.29)
  • $124.29 P/E (TTM): 16.78X Cap: $28.50B
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• Fortis Inc. (FTS $71.46)
  • $71.46 P/E (TTM): 20.68X Cap: $35.34B
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• Toromont Industries Ltd. (TIH $157.24)
  • $157.24 P/E (TTM): 26.75X Cap: $12.72B
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• Alimentation Couche-Tard Inc. (ATD $73.13)
  • $73.13 P/E (TTM): 19.4X Cap: $68.35B
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• iShares Core Balanced ETF Portfolio (XBAL $32.82)
  • $32.82 P/E (TTM): 9.31X Cap: $2.38B
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• Topicus.com Inc. (TOI $140.00)
  • $140.00 P/E (TTM): 66.88X Cap: $11.85B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $77.11)
  • $77.11 P/E (TTM): 40.07X Cap: $134.96B
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Q: For my 6yr old daughter's RESP I hold 50% in XBAL and ~12.5% in the 4 securities listed. When I make my next contribution I am looking to add another position.

Given a 10 year timeframe before the funds are needed what are some names that you would consider to complement the existing holdings?

Upvote 11

Read Answer Asked by Jeffrey on October 18, 2024

• Enbridge Inc. (ENB $66.77)
  • $66.77 P/E (TTM): 24.06X Cap: $146.82B
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• Canadian Natural Resources Limited (CNQ $43.97)
  • $43.97 P/E (TTM): 11.56X Cap: $95.83B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.29)
  • $124.29 P/E (TTM): 16.78X Cap: $28.50B
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• Celestica Inc. (CLS $341.62)
  • $341.62 P/E (TTM): 57.27X Cap: $39.29B
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• TMX Group Limited (X $51.20)
  • $51.20 P/E (TTM): 33.88X Cap: $14.28B
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• Toromont Industries Ltd. (TIH $157.24)
  • $157.24 P/E (TTM): 26.75X Cap: $12.72B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $60.00)
  • $60.00 P/E (TTM): 34.96X Cap: $4.16B
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• iShares S&P/TSX 60 Index ETF (XIU $44.45)
  • $44.45 Cap: $18.46B
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• Vanguard S&P 500 Index ETF (VFV $162.83)
  • $162.83 P/E (TTM): 28.49X Cap: $26.96B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $101.33)
  • $101.33 Cap: $2.21B
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• Hydro One Limited (H $50.54)
  • $50.54 P/E (TTM): 23.7X Cap: $29.97B
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• TerraVest Industries Inc. (TVK $137.00)
  • $137.00 Cap: $3.06B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.37)
  • $127.37 P/E (TTM): 19.91X Cap: $1.61B
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• Canoe EIT Income Fund (EIT.UN $15.30)
  • $15.30 Cap: $2.42B
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• Boyd Group Services Inc. (BYD $219.07)
  • $219.07 P/E (TTM): 433.33X Cap: $4.76B
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• Propel Holdings Inc. (PRL $25.46)
  • $25.46 P/E (TTM): 13.14X Cap: $1.03B
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• Brookfield Corporation Class A Limited Voting Shares (BN $60.29)
  • $60.29 P/E (TTM): 159.66X Cap: $135.27B
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Q: Hello Peter and Team. I am about to open a new TFSA account with almost 100K. Time frame of 5-8 years. Could you please recommend 4-6 growth/income stocks with 1or 2 ETF’s?

I was thinking BN, VFV, EIT.UN, TVK. Any other recommendations would be appreciated. Thanks for the amazing service. Brian

Upvote 39

Read Answer Asked by Brian on October 18, 2024

• Toronto-Dominion Bank (The) (TD $109.78)
  • $109.78 P/E (TTM): 9.48X Cap: $191.24B
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• BCE Inc. (BCE $33.46)
  • $33.46 P/E (TTM): 70.52X Cap: $31.20B
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Q: Morning
It’s been quite a ride with these 2 lately
Do you still see them as long term holds, or get out? I am way down on BCE but still above on TD. Is it a time to add more to either if long term hold?
Thank you.

Upvote 9

Read Answer Asked by Michael on October 18, 2024

• Celestica Inc. (CLS $341.62)
  • $341.62 P/E (TTM): 57.27X Cap: $39.29B
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Q: Hi Team,

What are your thoughts on the company's current valuation and it's future prospects?

Do you believe this could be a long term compounder? Would you be comfortable buying it here?

Thanks,

Upvote 5

Read Answer Asked by Keith on October 17, 2024

• Alimentation Couche-Tard Inc. (ATD $73.13)
  • $73.13 P/E (TTM): 19.4X Cap: $68.35B
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• ASML Holding N.V. (ASML $936.19)
  • $936.19 P/E (TTM): 43.76X Cap: $385.63B
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• Boyd Group Services Inc. (BYD $219.07)
  • $219.07 P/E (TTM): 433.33X Cap: $4.76B
  • View BYD Profile
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• Lumine Group Inc. (LMN $37.83)
  • $37.83 P/E (TTM): 152.97X Cap: $10.02B
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Q: What are the unloved companies that have strong businesses - ones that are poor short-term but good long term? I'm planning on buying a few t5ax-loss candidates.
John

Upvote 11

Read Answer Asked by John on October 17, 2024

• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $52.05)
  • $52.05 P/E (TTM): 30.39X Cap: $2.03B
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Q: Your analysis of the company as a transportation sector. Its quality of earning as operating in Transportation sector. How you see it being a small cap stock in transportation sector where big players are TFI:T, CNR:T or CP:T? Is it good small cap to keep for future growth.
Thanks
Piyush

Upvote 2

Read Answer Asked by Piyush on October 17, 2024

• Propel Holdings Inc. (PRL $25.46)
  • $25.46 P/E (TTM): 13.14X Cap: $1.03B
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Q: Re PRL earnings. Strange?
Yahoo lists 2023 earnings as $1.35
2024 Est. $2.19
2025 Est. $3.28

Upvote 6

Read Answer Asked by Joseph on October 17, 2024

• Coca-Cola Company (The) (KO $67.04)
  • $67.04 P/E (TTM): 23.45X Cap: $285.63B
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• UnitedHealth Group Incorporated (DE) (UNH $354.50)
  • $354.50 P/E (TTM): 16.02X Cap: $333B
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• Toronto-Dominion Bank (The) (TD $109.78)
  • $109.78 P/E (TTM): 9.48X Cap: $191.24B
  • View TD Profile
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• Bank of Nova Scotia (The) (BNS $88.84)
  • $88.84 P/E (TTM): 17.0X Cap: $110.74B
  • View BNS Profile
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• Enbridge Inc. (ENB $66.77)
  • $66.77 P/E (TTM): 24.06X Cap: $146.82B
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• Sun Life Financial Inc. (SLF $86.24)
  • $86.24 P/E (TTM): 15.8X Cap: $48.47B
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• Intact Financial Corporation (IFC $269.60)
  • $269.60 P/E (TTM): 21.6X Cap: $47.44B
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• Miscellaneous (MISC)
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• BMO Low Volatility Canadian Equity ETF (ZLB $55.33)
  • $55.33 P/E (TTM): 16.98X Cap: $5.31B
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• Hydro One Limited (H $50.54)
  • $50.54 P/E (TTM): 23.7X Cap: $29.97B
  • View H Profile
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• iShares MSCI USA Min Vol Factor ETF (USMV $93.99)
  • $93.99 P/E (TTM): 25.85X Cap: $23.28B
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Q: I am setting up a TFSA for my wife. I have been managing my own TFSA for 7 years but my wife has maintained her account with a BMO investment advisor. We also both have RIFs managed by the same advisor. My TFSA has far outperformed the accounnts managed by the professional (thanks to your advice) but my wife is very risk adverse. She has about $100 K to invest. We are both in our 70s and don't have pressing needs for the cash. Could you. suggest a basket of Canadian/US stocks/etfs that would provide some low risk growth with a 10 year horizon.

Upvote 13

Read Answer Asked by Ron on October 16, 2024

• Honeywell International Inc. (HON $200.91)
  • $200.91 P/E (TTM): 23.87X Cap: $129.66B
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• Illinois Tool Works Inc. (ITW $244.93)
  • $244.93 P/E (TTM): 22.17X Cap: $72.37B
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• WSP Global Inc. (WSP $279.34)
  • $279.34 P/E (TTM): 45.64X Cap: $36.39B
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• Toromont Industries Ltd. (TIH $157.24)
  • $157.24 P/E (TTM): 26.75X Cap: $12.72B
  • View TIH Profile
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• Fortive Corporation (FTV $47.80)
  • $47.80 P/E (TTM): 22.45X Cap: $16.17B
  • View FTV Profile
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Q: Hello 5I
I wish you all a happy Thanksgiving and Thank you for all you do for us.
I recently bought some Honeywell (HON)shares thinking that the spinout that they announced was a good move. I was comparing them to Fortive (FTV) (Not many past questions on this company) and now I am not sure if they are the better vehicle. Could you please weigh in on this and if needed, add any other name thar you may like more. I am not worried about tax implications of selling. Which direction would you take if it was your portfolio?
Once again, Thank you
Jeremy

Upvote 1

Read Answer Asked by Jeremy on October 16, 2024

• Propel Holdings Inc. (PRL $25.46)
  • $25.46 P/E (TTM): 13.14X Cap: $1.03B
  • View PRL Profile
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Q: Are Propel Holdings' charges on loans and the analysis of those charges correct in the Propel Holdings question asked on Oct. 12?

Thank you.

Howard

Upvote 6

Read Answer Asked by Howard on October 16, 2024

• MTY Food Group Inc. (MTY $34.35)
  • $34.35 P/E (TTM): 22.8X Cap: $862M
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Q: Hi, Could you please comment on MTY earnings. Thank you

Upvote 4

Read Answer Asked by francis on October 16, 2024

• WELL Health Technologies Corp. (WELL $5.19)
  • $5.19 Cap: $1.46B
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Q: There was a buy in from a large investor at $4.34 a share. WELL is coming down to that price today (currently down 13cents). What do you see happening going forward? I assume it's a good sign that there is a large investment but it seems the discount is large. Your take on things?

Upvote 13

Read Answer Asked on October 16, 2024