Investment Q&A

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.67)
  • $18.67 Cap: $794M
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.51)
  • $28.51 Cap: $8.41B
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• iShares Convertible Bond Index ETF (CVD $18.17)
  • $18.17 Cap: $100M
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• iShares Core Canadian Long Term Bond Index ETF (XLB $19.00)
  • $19.00 Cap: $860M
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.90)
  • $16.90 Cap: $878M
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Q: Could you recommend 2-3 fixed income ideas for both in a registered and non-registered situation.

Upvote 1

Read Answer Asked by Steven on August 29, 2024

• Templeton Dragon Fund Inc. (TDF $11.47)
  • $11.47 P/E (TTM): 16.8X Cap: $290M
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Q: Templeton's recent bad PR reminded me of my previous interest in their Templeton Dragon fund. Any idea whether the fund's recent poor performance can be reversed? Thanks!!

Upvote 1

Read Answer Asked by David on August 29, 2024

• Compass Minerals Intl Inc (CMP $18.08)
  • $18.08 Cap: $751M
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• Ingredion Incorporated (INGR $121.53)
  • $121.53 P/E (TTM): 12.93X Cap: $7.86B
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Q: three of my favourite things are salt , fat and sugar . Im already invested in rogers sugar , which seems to just chug along with a dividend . What else could I invest in to cover salt and fat ? or even better sugar investments . Thanks

Upvote 1

Read Answer Asked by jim on August 29, 2024

• Knight Therapeutics Inc. (GUD $6.16)
  • $6.16 Cap: $620M
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• Cipher Pharmaceuticals Inc. (CPH $17.11)
  • $17.11 P/E (TTM): 25.69X Cap: $415M
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Q: Hello ,
Are you able to provide a view as to why Cipher Pharma is doing so well stock wise and yet Knight is still in the doldrums? Also, is too late to step into Cipher Pharmaceuticals. I would appreciate your comments;

Upvote 5

Read Answer Asked by umedali on August 29, 2024

• StorageVault Canada Inc. (SVI $4.96)
  • $4.96 Cap: $1.81B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $41.28)
  • $41.28 P/E (TTM): 82.5X Cap: $6.53B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.42)
  • $12.42 P/E (TTM): 26.02X Cap: $3.65B
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Q: Is this a good point to invest in REITs?
If so, what would you recommend?

Upvote 5

Read Answer Asked by Valerie on August 28, 2024

Q: Can you please share your opinion on Xdte and qdte ETFs from round Hill?
Is there any benefit of having these in rrsp account for the long term and let that weekly distribution drip buy weekly. Would you choose Xdte or qdte if you have to choose one of them?

Upvote 2

Read Answer Asked by Gurdeep on August 28, 2024

• BMO Equal Weight Utilities Index ETF (ZUT $24.65)
  • $24.65 P/E (TTM): 17.76X Cap: $804M
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• iShares S&P/TSX Capped Utilities Index ETF (XUT $30.84)
  • $30.84 P/E (TTM): 21.22X Cap: $291M
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Q: Why did both companies prices drop Aug 2022? Interest rates had started going up well before, in Feb 2022.

Upvote 2

Read Answer Asked by Ron on August 28, 2024

• NVIDIA Corporation (NVDA $178.37)
  • $178.37 P/E (TTM): 56.99X Cap: $4.29T
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Q: If you'd bought NVDA before the split and held it since in a TFSA, would you continue to hold through earnings, or opt for certainty over risk and sell today? Hypothetically, of course!
Thanks for all your great advice!

Upvote 8

Read Answer Asked by Dawn on August 28, 2024

• Energy Plug Technologies Corp Com (PLUG $0.11)
  • $0.11 Cap: $12M
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Q: Do you see any chance of this new Company on Vancouver Island going anywhere soon. Indigenous cash input through Government of BC and Canada>
Your thoughts please!
Thanx Gary

Upvote 1

Read Answer Asked by Gary on August 28, 2024

• Magna International Inc. (MG $64.36)
  • $64.36 P/E (TTM): 11.0X Cap: $18.26B
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• Alimentation Couche-Tard Inc. (ATD $73.05)
  • $73.05 P/E (TTM): 19.64X Cap: $69.24B
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Q: I am considering selling Magna for the tax loss. Would you suggest buying it back in 30 days, or would you suggest an alternative in the consumer space. I already have a full position in ATD.

Upvote 3

Read Answer Asked by Richard on August 28, 2024

• S&P Global Inc. (SPGI $507.59)
  • $507.59 P/E (TTM): 39.01X Cap: $154.83B
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• MSCI Inc. (MSCI $564.48)
  • $564.48 P/E (TTM): 37.09X Cap: $43.30B
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Q: Hi Team!

What do you think of these 2 index providers at current level? MSCI seems a bit expensive at 40x forward earnings.

Thanks

Benoit

Upvote 6

Read Answer Asked by Benoit on August 28, 2024

• NexGen Energy Ltd. (NXE $12.08)
  • $12.08 Cap: $6.92B
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• Cameco Corporation (CCO $116.99)
  • $116.99 P/E (TTM): 97.03X Cap: $51.95B
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• Constellation Energy Corporation (CEG $334.55)
  • $334.55 P/E (TTM): 34.54X Cap: $103.37B
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Q: What is your outlook for uranium as we head into 2025 and If you had to choose, what are you top 5 uranium stock picks in the small to mid cap space until the end of the year and a brief why for each. Thank you.

Upvote 7

Read Answer Asked by James on August 28, 2024

• Saturn Oil & Gas Inc. (SOIL $2.71)
  • $2.71 P/E (TTM): 2.03X Cap: $528M
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Q: With todays upgrade what do you think about this company as a viable growth company in todays energy sector? An evaluation would be much appreciated.
Thanx
Gary

Upvote 3

Read Answer Asked by Gary on August 28, 2024

• e.l.f. Beauty Inc. (ELF $139.10)
  • $139.10 P/E (TTM): 82.33X Cap: $8.32B
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Q: Could you please give me your opinion on ELF's valuation. How does it compare to it's historical valuation. Thanks.

Upvote 1

Read Answer Asked by Cheryl on August 28, 2024

• On Holding AG Class A (ONON $45.54)
  • $45.54 Cap: $28.70B
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Q: Hello 5i
Can you please tell me what you can about Swiss company On Holdings? The last question was almost a year and a half ago.
Thank you
Dave

Upvote 1

Read Answer Asked by Dave on August 28, 2024

• Super Micro Computer Inc. (SMCI $46.54)
  • $46.54 P/E (TTM): 27.27X Cap: $27.22B
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Q: SMCI 8/28 @10:30 down another 25% today. Hagens Berman are advising investors who are suffering substantial losses to submit your claims. Could you explain what the proper procedure is to do this or do you have other recommendations? Thank you so much.

Upvote 4

Read Answer Asked by Dennis on August 28, 2024

• Kinaxis Inc. (KXS $182.50)
  • $182.50 P/E (TTM): 154.05X Cap: $5.18B
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Q: Pretty big price drop on the news of CEO retiring, also Chief Sales Officer leaving. When two high profile positions announce leaving at the same time it feels like a warning flag, can you read the tea leaves here?

Upvote 10

Read Answer Asked by Harry on August 28, 2024

• Kinaxis Inc. (KXS $182.50)
  • $182.50 P/E (TTM): 154.05X Cap: $5.18B
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Q: What do you think about the decision to have the CEO step down and be replaced by the end of the year?

Upvote 9

Read Answer Asked by Nancy on August 28, 2024

• NVIDIA Corporation (NVDA $178.37)
  • $178.37 P/E (TTM): 56.99X Cap: $4.29T
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• Super Micro Computer Inc. (SMCI $46.54)
  • $46.54 P/E (TTM): 27.27X Cap: $27.22B
  • View SMCI Profile
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Q: Can you discuss the situation with SMCI, the short report and what the best strategy is going forward.

thanks, M

Upvote 6

Read Answer Asked by Mark on August 28, 2024

• Hawkins Inc. (HWKN $168.75)
  • $168.75 P/E (TTM): 42.9X Cap: $3.63B
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Q: Your thoughts on Hawkins Inc (HWKN). Is it a buy, sell or hold? Thanks!

Upvote 1

Read Answer Asked by Justin on August 28, 2024