Investment Q&A

• Microsoft Corporation (MSFT $507.16)
  • $507.16 P/E (TTM): 36.77X Cap: $3.82T
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• The Walt Disney Company (DIS $111.36)
  • $111.36 P/E (TTM): 17.55X Cap: $200.41B
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• TMX Group Limited (X $51.54)
  • $51.54 P/E (TTM): 31.35X Cap: $14.38B
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• Match Group Inc. (MTCH $33.19)
  • $33.19 P/E (TTM): 16.01X Cap: $7.59B
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• Uber Technologies Inc. (UBER $92.75)
  • $92.75 P/E (TTM): 16.99X Cap: $192.71B
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Q: Prof Galloway (pivot/section4/etc) talks a lot about unregulated monopolies, are there any companies that you would recommend (outside of the traditional faang names) that might be able to grow into this category? (canada or us)

thanks

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Read Answer Asked by dan on March 02, 2020

• TMX Group Limited (X $51.54)
  • $51.54 P/E (TTM): 31.35X Cap: $14.38B
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Q: Hello 5i Research
Please comment why the TMX Group has been falling last 2 days while the market has been rising?
Thanks
Claudio

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Read Answer Asked by claudio on February 14, 2020

• TMX Group Limited (X $51.54)
  • $51.54 P/E (TTM): 31.35X Cap: $14.38B
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Q: Given your comments on TMX today why the 4% drop?

Sheldon

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Read Answer Asked by Sheldon on February 11, 2020

• TMX Group Limited (X $51.54)
  • $51.54 P/E (TTM): 31.35X Cap: $14.38B
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Q: Hi team,
Your comments please on their 4Q results.
Thanx!

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Read Answer Asked by Silvia on February 11, 2020

• Brookfield Renewable Partners L.P. (BEP.UN $42.75)
  • $42.75 Cap: $28.12B
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• WSP Global Inc. (WSP $268.53)
  • $268.53 P/E (TTM): 43.63X Cap: $34.49B
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• TMX Group Limited (X $51.54)
  • $51.54 P/E (TTM): 31.35X Cap: $14.38B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Brookfield Infrastructure Partners L.P. (BIP.UN $48.89)
  • $48.89 P/E (TTM): 1138.07X Cap: $22.54B
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Q: With gains over the past year, I'm overweight in these holdings - BAM 7%, BEP 12%, BIP 8%. I'm not uncomfortable with BAM and BIP but BEP is high.
Do you think there is more short-term upside in either BEP or BIP due to the addition of corporate structures?
What overall weighting would you recommend for these 3 companies and do you have a preference for any - these would be long-term holdings (8-10 years) in an income focused portfolio?
If trimming is recommended, what are your top 3 recommendations for reliable and growing dividend paying stocks, sector not being an issue?
Thank you
Ian

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Read Answer Asked by Ian on January 29, 2020

• TMX Group Limited (X $51.54)
  • $51.54 P/E (TTM): 31.35X Cap: $14.38B
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Q: Any idea why the strong performance last few days?

Sheldon

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Read Answer Asked by Sheldon on January 15, 2020

• TMX Group Limited (X $51.54)
  • $51.54 P/E (TTM): 31.35X Cap: $14.38B
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Q: Would you be a buyer today?

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Read Answer Asked by LUIGI on November 28, 2019

• TMX Group Limited (X $51.54)
  • $51.54 P/E (TTM): 31.35X Cap: $14.38B
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Q: Wondering why the stock is down so much today on the CEO news. While terrible news - this was an issue while employed elsewhere - so can you shed some light on why it would cause such a decline on TMX Group? I would think it would only mean a change in leadership. Seems like an overreaction (from a stock price perspective only).

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Read Answer Asked by Doug on November 28, 2019

• TMX Group Limited (X $51.54)
  • $51.54 P/E (TTM): 31.35X Cap: $14.38B
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Q: What is happening for TMX Group Ltd. (X)? It is a big drop to-day.
Do I need to sell?
Many thanks for your valuable advice.
K.W.Ma

K.W.Ma

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Read Answer Asked by kwokwai on November 28, 2019

• TMX Group Limited (X $51.54)
  • $51.54 P/E (TTM): 31.35X Cap: $14.38B
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Q: What do you think of TMX's earnings and the subsequent market reaction? I am thinking, for long term shareholders, today's slide seems a little overdone?

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Read Answer Asked by john on November 08, 2019

• TMX Group Limited (X $51.54)
  • $51.54 P/E (TTM): 31.35X Cap: $14.38B
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.14)
  • $5.14 P/E (TTM): 21.65X Cap: $215M
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• Knight Therapeutics Inc. (GUD $5.84)
  • $5.84 Cap: $581M
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• Savaria Corporation (SIS $21.80)
  • $21.80 P/E (TTM): 28.58X Cap: $1.54B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.37)
  • $16.37 Cap: $2.25B
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Q: Hi Ryan,

Just read a recap of your appearance on BNN today. How come you do not own any of your past or current top picks?

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Read Answer Asked by S F on November 08, 2019

• TMX Group Limited (X $51.54)
  • $51.54 P/E (TTM): 31.35X Cap: $14.38B
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• ECN Capital Corp. (ECN $2.76)
  • $2.76 Cap: $776M
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Q: Hello Peter and Staff
Please in some detail help me decide if ECN already owned should be replaced with TMX for total returns over a long term hold
Thanks for all you do
Dennis

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Read Answer Asked by Dennis on October 28, 2019

• Procter & Gamble Company (The) (PG $145.79)
  • $145.79 P/E (TTM): 21.61X Cap: $343.89B
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• Sysco Corporation (SYY $73.18)
  • $73.18 P/E (TTM): 19.54X Cap: $35B
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• Target Corporation (TGT $91.94)
  • $91.94 P/E (TTM): 10.65X Cap: $40.88B
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• Bank of Nova Scotia (The) (BNS $92.40)
  • $92.40 P/E (TTM): 17.69X Cap: $115.06B
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• BCE Inc. (BCE $31.61)
  • $31.61 P/E (TTM): 69.3X Cap: $29.31B
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• TMX Group Limited (X $51.54)
  • $51.54 P/E (TTM): 31.35X Cap: $14.38B
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Q: Looking to purchase full positions in large caps with steady growth, at least a 2% dividend, and low debt in both the consumer defensive and cyclical sectors. Canadian and US names both appreciated. Thank you.

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Read Answer Asked by Maureen on October 09, 2019

• TMX Group Limited (X $51.54)
  • $51.54 P/E (TTM): 31.35X Cap: $14.38B
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Q: Hi team,

Commissions on trades are gradually disappearing in the U.S. Do you think Canadian firms will do likewise and what impact will it have on the stock of TMX Group ? And your views on TMX now ?

Many thanks,

Jacques, Mtl

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Read Answer Asked by Jacques on October 04, 2019

• Intercontinental Exchange Inc. (ICE $146.21)
  • $146.21 P/E (TTM): 26.52X Cap: $83.36B
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• TMX Group Limited (X $51.54)
  • $51.54 P/E (TTM): 31.35X Cap: $14.38B
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Q: The rise of X and ICE in the past year has been notable. I was in and took profit in X but perhaps I should return. Which company do you prefer?
Greg

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Read Answer Asked by Greg on September 16, 2019

• TMX Group Limited (X $51.54)
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Q: Hi,

Thinking about adding this company to my portfolio. Can I get your views and specifically the drivers that could continue to push this one higher. Would you purchase at this point?

Thanks!

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Read Answer Asked by Greg on August 30, 2019

• TMX Group Limited (X $51.54)
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Q: Any news regarding the TMX group today to account for its +2.63% move. The China tariffs news today had zero impact on its shares. Normally, market volatility hurts TMX Group's share price but today it was essentially a slow and steady climb to finish the day 2 cents off its all time high.

Thanks for your thoughts.

John

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Read Answer Asked by john on August 02, 2019

• TMX Group Limited (X $51.54)
  • $51.54 P/E (TTM): 31.35X Cap: $14.38B
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• Cboe Global Markets Inc. (CBOE $251.40)
  • $251.40 P/E (TTM): 26.55X Cap: $26.18B
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Q: Good morning, I have always wanted to purchase one of the exchanges. If you had to choose one or two, which one would you favour ?
And would you make a few comments on owning them in a portfolio?
thanks, Rick

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Read Answer Asked by Richard on July 12, 2019

• TMX Group Limited (X $51.54)
  • $51.54 P/E (TTM): 31.35X Cap: $14.38B
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Q: Like other members I am searching around for a good watchlist system. I have looked at TMX money but am somewhat confused about their platform. I can't see if there are any fees associated with their service. How do they make their money? I have not registered with them yet.

Thank you,

Paul

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Read Answer Asked by paul on July 09, 2019

• Power Financial Corporation (PWF $36.31)
  • $36.31 P/E (TTM): 11.57X Cap: $23.95B
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• TMX Group Limited (X $51.54)
  • $51.54 P/E (TTM): 31.35X Cap: $14.38B
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Q: I am considering switching from PWF to X .
I think the total return picture for the next five looks much better for TMX group. Your opinion please taking into consideration the capital preservation factor.
Raouf

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Read Answer Asked by Raoul on June 27, 2019