Investment Q&A

• KKR & Co. Inc. (KKR $93.62)
  • $93.62 P/E (TTM): 39.06X Cap: $83.45B
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• Blackstone Inc. (BX $117.95)
  • $117.95 P/E (TTM): 32.58X Cap: $87.10B
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• Apollo Global Management Inc. (APO $114.40)
  • $114.40 P/E (TTM): 16.58X Cap: $66.15B
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• Ares Management Corporation Class A (ARES $118.08)
  • $118.08 P/E (TTM): 49.3X Cap: $38.90B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.20)
  • $62.20 P/E (TTM): 88.8X Cap: $139.65B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $66.64)
  • $66.64 P/E (TTM): 30.6X Cap: $107.33B
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Q: Hi group ...Can you explain the difference between private equity and private credit. Also how to patriciate in this sector and what is your top 3 picks to start positions?...Thanks for your help

Upvote 6

Read Answer Asked by Terence on August 13, 2024

• Adaptimmune Therapeutics plc (ADAP)
  • Cap: $14M
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Q: Greetings, can you please provide an analysis of the June 30/24 financial results and your assessment of future prospects. Would you rate it as a buy, hold or sell? Thank you.

Upvote 1

Read Answer Asked by Barbara on August 13, 2024

• e.l.f. Beauty Inc. (ELF $94.65)
  • $94.65 P/E (TTM): 50.89X Cap: $5.58B
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Q: Thoughts on ELF's latest quarter? Is it a buy/hold/sell? If a buy, what weighting would you apply in a growth portfolio?

Upvote 3

Read Answer Asked by Gooding on August 13, 2024

• BCE Inc. (BCE $35.14)
  • $35.14 P/E (TTM): 5.36X Cap: $32.76B
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• TELUS Corporation (T $18.72)
  • $18.72 P/E (TTM): 25.83X Cap: $29.22B
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Q: How safe is the dividend of Telus and BCE?

Upvote 8

Read Answer Asked by Danny on August 13, 2024

• Lumine Group Inc. (LMN $22.25)
  • $22.25 P/E (TTM): 74.82X Cap: $5.70B
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Q: Did lumine issue new stock in the past quarter? If so I guess they aren’t following the constellation playbook?

Upvote 7

Read Answer Asked by Cory on August 13, 2024

• Exchange Income Corporation (EIF $109.23)
  • $109.23 P/E (TTM): 37.07X Cap: $6.13B
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Q: Your thoughts on earnings and growth prospects for next 1-3 years

Upvote 7

Read Answer Asked by Bill on August 13, 2024

• Super Micro Computer Inc. (SMCI $32.28)
  • $32.28 P/E (TTM): 22.58X Cap: $19.33B
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Q: Can you please provide your opinion about starting a position in SMCI?

Upvote 5

Read Answer Asked by Gurdeep on August 13, 2024

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $61.51)
  • $61.51 P/E (TTM): 32.77X Cap: $4.41B
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Q: What happened to the price on Aug 8-9 it seems to have dropped 60 some odd %. I am hoping for a share split. I have not received any notification. Thanks

Upvote 2

Read Answer Asked by Gary on August 13, 2024

• Bank of Nova Scotia (The) (BNS $105.06)
  • $105.06 P/E (TTM): 25.56X Cap: $129.51B
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• BCE Inc. (BCE $35.14)
  • $35.14 P/E (TTM): 5.36X Cap: $32.76B
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• Enbridge Inc. (ENB $71.46)
  • $71.46 P/E (TTM): 27.44X Cap: $155.92B
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• TC Energy Corporation (TRP $86.23)
  • $86.23 P/E (TTM): 26.86X Cap: $86.23B
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Q: Is there any CAD dividend stock paying over 6% yield that you feel are safe and can be invested for a long-term.

Upvote 10

Read Answer Asked by Danny on August 13, 2024

• Hecla Mining Company (HL $24.54)
  • $24.54 P/E (TTM): 48.96X Cap: $16.45B
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Q: I have a few US dollars in my TFSA. Is Hecla Mining a buy here?

Upvote 1

Read Answer Asked by george on August 13, 2024

• Rogers Sugar Inc. (RSI $6.64)
  • $6.64 P/E (TTM): 11.91X Cap: $851M
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Q: Could you comment on results?

Upvote 2

Read Answer Asked by terrance on August 13, 2024

• Edwards Lifesciences Corporation (EW $85.90)
  • $85.90 P/E (TTM): 35.53X Cap: $49.89B
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Q: i've owned a half position in Edwards Lifesciences for several years in a basket of several important US medical companies. Certainly I see an opportunity to create a full position at these low levels. However I'm primarily a dividend investor close to retirement, and Edwards does not pay me a dividend. Is the company ever likely to pay a dividend ? What is the likely future for this company ten or twenty years out.

Upvote 2

Read Answer Asked by steve on August 13, 2024

• REV Group Inc. (REVG)
  • P/E (TTM): 33.65X Cap: $3.11B
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Q: Thoughts on revg, thank you

Upvote 2

Read Answer Asked by Ada on August 13, 2024

• Lumine Group Inc. (LMN $22.25)
  • $22.25 P/E (TTM): 74.82X Cap: $5.70B
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Q: Why is Lumine collapsing?

Upvote 22

Read Answer Asked by Kim on August 13, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.15)
  • $172.15 P/E (TTM): 127.25X Cap: $224.50B
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• Ero Copper Corp. (ERO $47.05)
  • $47.05 P/E (TTM): 23.8X Cap: $4.88B
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• Elastic N.V. (ESTC $61.58)
  • $61.58 Cap: $6.48B
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• Encore Energy Corp. (EU $3.75)
  • $3.75 Cap: $675M
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• Vertiv Holdings LLC Class A (VRT $259.23)
  • $259.23 P/E (TTM): 92.61X Cap: $99.18B
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• Lumine Group Inc. (LMN $22.25)
  • $22.25 P/E (TTM): 74.82X Cap: $5.70B
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• Nextpower Inc. (NXT $106.86)
  • $106.86 P/E (TTM): 29.92X Cap: $15.86B
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Q: I'm looking to raise some cash by selling a combination of stocks. In what order would you sell from this particular list?

Upvote 10

Read Answer Asked by Alfred on August 13, 2024

• Sienna Senior Living Inc. (SIA $23.20)
  • $23.20 P/E (TTM): 53.09X Cap: $2.30B
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Q: Have held Sienna for about 4 years, and despite some ups and downs, currently have some decent capital gains on top of the nice dividend. I have been considering selling it, but now notice there is a new issue. Could you comment on the purpose of the new issue and if you consider Sienna a hold or sell. This is in an RSP, so no tax implications.
Thank-you

Upvote 1

Read Answer Asked by grant on August 13, 2024

• Amazon.com Inc. (AMZN $207.92)
  • $207.92 P/E (TTM): 28.63X Cap: $2.23T
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• Costco Wholesale Corporation (COST $986.74)
  • $986.74 P/E (TTM): 68.52X Cap: $437.98B
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• Alphabet Inc. (GOOGL $307.38)
  • $307.38 P/E (TTM): 28.81X Cap: $3.71T
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• Microsoft Corporation (MSFT $401.72)
  • $401.72 P/E (TTM): 24.04X Cap: $2.98T
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• Constellation Software Inc. (CSU $2,607.72)
  • $2,607.72 P/E (TTM): 56.43X Cap: $55.26B
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Q: Hi Folks,
I have some cash to deploy in my non registered account. I am looking at adding to CSU, AMZN, GOOGL, MSFT or COST. Would you please rank in order of adding to at current prices.
Thanks

Upvote 9

Read Answer Asked by JOHN on August 13, 2024

• WSP Global Inc. (WSP $236.26)
  • $236.26 P/E (TTM): 32.34X Cap: $31.85B
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Q: Any brief comments as it is after business hours, on the WSP acquisition and financing via receipts?

Upvote 12

Read Answer Asked by Aaron on August 12, 2024

Q: Good Morning,

The portfolioès update dated August 8, is the July report. Take this private if you wish.

Upvote 2

Read Answer Asked by Kelly on August 12, 2024

Q: Good day,

I am selling some positions and want build up cash. I have put it into TDB2914 Premium MMF at 4.52%. Is there any bettter options? How about a bond ETF?

Thanks,
George

Upvote 3

Read Answer Asked by George on August 12, 2024