Investment Q&A

• KKR & Co. Inc. (KKR $91.80)
  • $91.80 P/E (TTM): 40.1X Cap: $85.22B
  • View KKR Profile
  • View Questions on KKR
• Blackstone Inc. (BX $111.86)
  • $111.86 P/E (TTM): 29.42X Cap: $85.75B
  • View BX Profile
  • View Questions on BX
• Apollo Global Management Inc. (APO $109.01)
  • $109.01 P/E (TTM): 19.82X Cap: $64.32B
  • View APO Profile
  • View Questions on APO
• Ares Management Corporation Class A (ARES $111.32)
  • $111.32 P/E (TTM): 72.0X Cap: $38.56B
  • View ARES Profile
  • View Questions on ARES
• Brookfield Corporation Class A Limited Voting Shares (BN $55.90)
  • $55.90 P/E (TTM): 86.9X Cap: $130.38B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $62.04)
  • $62.04 P/E (TTM): 29.61X Cap: $105.76B
  • View BAM Profile
  • View Questions on BAM

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
  • View ADAP Profile
  • View Questions on ADAP

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 $83.16)
  • $83.16 P/E (TTM): 45.37X Cap: $4.87B
  • View ELF Profile
  • View Questions on ELF

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 $35.45)
  • $35.45 P/E (TTM): 5.42X Cap: $33.15B
  • View BCE Profile
  • View Questions on BCE
• TELUS Corporation (T $18.78)
  • $18.78 P/E (TTM): 26.35X Cap: $29.47B
  • View T Profile
  • View Questions on T

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 $26.82)
  • $26.82 P/E (TTM): 83.5X Cap: $6.68B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

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 $100.39)
  • $100.39 P/E (TTM): 34.78X Cap: $5.70B
  • View EIF Profile
  • View Questions on EIF

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 $32.01)
  • $32.01 P/E (TTM): 24.01X Cap: $19.31B
  • View SMCI Profile
  • View Questions on SMCI

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 $60.94)
  • $60.94 P/E (TTM): 32.77X Cap: $4.39B
  • View XQQ Profile
  • View Questions on XQQ

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 $97.51)
  • $97.51 P/E (TTM): 24.95X Cap: $122.92B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• BCE Inc. (BCE $35.45)
  • $35.45 P/E (TTM): 5.42X Cap: $33.15B
  • View BCE Profile
  • View Questions on BCE
• Enbridge Inc. (ENB $73.33)
  • $73.33 P/E (TTM): 28.26X Cap: $160.66B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TC Energy Corporation (TRP $86.50)
  • $86.50 P/E (TTM): 27.2X Cap: $87.24B
  • View TRP Profile
  • View Questions on TRP

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 $20.48)
  • $20.48 P/E (TTM): 44.41X Cap: $13.94B
  • View HL Profile
  • View Questions on HL

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 $6.62)
  • $6.62 P/E (TTM): 11.88X Cap: $851M
  • View RSI Profile
  • View Questions on RSI

Q: Could you comment on results?

Upvote 2

Read Answer Asked by terrance on August 13, 2024

• Edwards Lifesciences Corporation (EW $81.48)
  • $81.48 P/E (TTM): 46.57X Cap: $48.72B
  • View EW Profile
  • View Questions on EW

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
  • View REVG Profile
  • View Questions on REVG

Q: Thoughts on revg, thank you

Upvote 2

Read Answer Asked by Ada on August 13, 2024

• Lumine Group Inc. (LMN $26.82)
  • $26.82 P/E (TTM): 83.5X Cap: $6.68B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Why is Lumine collapsing?

Upvote 22

Read Answer Asked by Kim on August 13, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $180.65)
  • $180.65 P/E (TTM): 139.99X Cap: $240.29B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Ero Copper Corp. (ERO $37.88)
  • $37.88 P/E (TTM): 24.15X Cap: $4.09B
  • View ERO Profile
  • View Questions on ERO
• Elastic N.V. (ESTC $53.48)
  • $53.48 Cap: $5.48B
  • View ESTC Profile
  • View Questions on ESTC
• Encore Energy Corp. (EU $2.65)
  • $2.65 Cap: $689M
  • View EU Profile
  • View Questions on EU
• Vertiv Holdings LLC Class A (VRT $246.17)
  • $246.17 P/E (TTM): 73.69X Cap: $95.55B
  • View VRT Profile
  • View Questions on VRT
• Lumine Group Inc. (LMN $26.82)
  • $26.82 P/E (TTM): 83.5X Cap: $6.68B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN
• Nextpower Inc. (NXT $100.57)
  • $100.57 P/E (TTM): 26.57X Cap: $15.35B
  • View NXT Profile
  • View Questions on NXT

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 $23.03)
  • $23.03 P/E (TTM): 47.67X Cap: $2.29B
  • View SIA Profile
  • View Questions on SIA

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 $215.44)
  • $215.44 P/E (TTM): 30.24X Cap: $2.35T
  • View AMZN Profile
  • View Questions on AMZN
• Costco Wholesale Corporation (COST $995.71)
  • $995.71 P/E (TTM): 69.96X Cap: $436.13B
  • View COST Profile
  • View Questions on COST
• Alphabet Inc. (GOOGL $299.22)
  • $299.22 P/E (TTM): 28.04X Cap: $3.63T
  • View GOOGL Profile
  • View Questions on GOOGL
• Microsoft Corporation (MSFT $410.70)
  • $410.70 P/E (TTM): 25.34X Cap: $3.04T
  • View MSFT Profile
  • View Questions on MSFT
• Constellation Software Inc. (CSU $2,897.81)
  • $2,897.81 P/E (TTM): 62.14X Cap: $59.27B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

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 $223.06)
  • $223.06 P/E (TTM): 30.56X Cap: $30.55B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP

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