Investment Q&A

• iShares Core Canadian Long Term Bond Index ETF (XLB $19.01)
  • $19.01 P/E (TTM): 5.13X Cap: $849M
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• Vanguard Canadian Aggregate Bond Index ETF (VAB $23.32)
  • $23.32 Cap: $7B
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• iShares Core U.S. Aggregate Bond ETF (AGG $101.08)
  • $101.08 Cap: $140.31B
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Q: For a long term investor with a focus on dividend paying companies or fund/ETF's are fixed income types appropriate for a T.F.S.A.? If so can you suggest 2-3 fixed income products?

Thank you- Jim

Upvote 1

Read Answer Asked by James on July 26, 2024

• Celestica Inc. (CLS $408.07)
  • $408.07 P/E (TTM): 49.65X Cap: $46.74B
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Q: Anything in the cc to account for the drop after the the jump at the opening?

Thx

Upvote 4

Read Answer Asked by blake on July 26, 2024

• lululemon athletica inc. (LULU $181.21)
  • $181.21 P/E (TTM): 12.39X Cap: $20.13B
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Q: Thoughts on the drop today and whether this is a good entry given analysts apparently going sour on this name. LULU, like NKE, seems to have tremendous brand loyalty.

Upvote 3

Read Answer Asked by Thomas on July 26, 2024

• Ethan Allen Interiors Inc. (ETH)
  • P/E (TTM): 11.1X Cap: $662M
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• Fidelity Advantage Ether ETF (FETH $36.99)
  • $36.99 Cap: $55M
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Q: Grayscale Ethereum Trust is this a good investment.

Upvote 1

Read Answer Asked by WIB on July 26, 2024

• Whitecap Resources Inc. (WCP $13.49)
  • $13.49 P/E (TTM): 11.76X Cap: $16.49B
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Q: Hi 5i, your impression of Whitecap Resources earnings please.

Thanks

Upvote 8

Read Answer Asked by hank on July 26, 2024

• FirstService Corporation (FSV $210.48)
  • $210.48 P/E (TTM): 50.65X Cap: $9.78B
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Q: May I have your comments on earnings please

Upvote 5

Read Answer Asked by Margot on July 26, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $200.44)
  • $200.44 P/E (TTM): 30.07X Cap: $2.38B
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Q: Could you please comment on the results and status of SBC. Thank You

Upvote 16

Read Answer Asked by rajeev on July 26, 2024

• Algonquin Power & Utilities Corp. (AQN $9.32)
  • $9.32 Cap: $7.15B
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Q: with rates coming down would one average down? what is latest on Co. they were trying to sell assets?

Upvote 2

Read Answer Asked by Gilles on July 26, 2024

• Cellebrite DI Ltd. (CLBT $13.23)
  • $13.23 Cap: $3.02B
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• Cellebrite DI Ltd. Warrants (CLBTW $5.25)
  • $5.25 Cap: $3.15B
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Q: Peter; Can you comment on this company- momentum, earnings etc. are the warrants priced reasonably assuming analysts estimates ? Thanks.
Rod

Upvote 1

Read Answer Asked by Rodney on July 26, 2024

• Orvana Minerals Corp. (ORV $2.00)
  • $2.00 Cap: $255M
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Q: your view on orvana and recent production news
thank you

Upvote 1

Read Answer Asked by Howard on July 26, 2024

• TFI International Inc. (TFII $156.23)
  • $156.23 P/E (TTM): 40.73X Cap: $13.12B
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Q: What are your thoughts on their earnings

Thanks for the great service

Upvote 5

Read Answer Asked by Hector on July 26, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.49)
  • $164.49 P/E (TTM): 127.25X Cap: $209.25B
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Q: Would you add to shop here?

Upvote 3

Read Answer Asked by sean on July 26, 2024

• Chipotle Mexican Grill Inc. (CMG $37.06)
  • $37.06 P/E (TTM): 32.11X Cap: $47.52B
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Q: With the share price almost 25% down in the last month following the share split would you consider this restaurant chain as a good investment for the long term ? Also what do you think of yesterday numbers ? Thanks !

Upvote 5

Read Answer Asked by jean on July 26, 2024

• Celestica Inc. (CLS $408.07)
  • $408.07 P/E (TTM): 49.65X Cap: $46.74B
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• Kinaxis Inc. (KXS $120.89)
  • $120.89 P/E (TTM): 72.49X Cap: $3.33B
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• TerraVest Industries Inc. (TVK $157.13)
  • $157.13 Cap: $3.34B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $200.44)
  • $200.44 P/E (TTM): 30.07X Cap: $2.38B
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• WELL Health Technologies Corp. (WELL $3.97)
  • $3.97 Cap: $995M
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• Topicus.com Inc. (TOI $89.51)
  • $89.51 P/E (TTM): 740.92X Cap: $7.22B
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• Propel Holdings Inc. (PRL $21.36)
  • $21.36 P/E (TTM): 9.8X Cap: $838M
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• Lumine Group Inc. (LMN $20.35)
  • $20.35 P/E (TTM): 74.82X Cap: $4.85B
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Q: i hold a number of these small cap names. I do not hold CLS or TVK. At current pricing what order would you add to these names, what names do you think are very attractively priced right now?

Thanks
Tim

Upvote 38

Read Answer Asked by Timothy on July 26, 2024

• Canadian Utilities Limited Class A Non-Voting Shares (CU $48.04)
  • $48.04 P/E (TTM): 23.65X Cap: $12.93B
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Q: CU has had an uptick as have most stocks but I'm still underwater. Do you think it is time to sell and move on. If so, what stock would you suggest to replace it?
Thanks as always

Upvote 4

Read Answer Asked by Thomas on July 26, 2024

• Givex Corp. (GIVX $1.49)
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Q: Your current thoughts please.
Thank you

Upvote 2

Read Answer Asked by Bill on July 26, 2024

• KKR Real Estate Finance Trust Inc. (KREF $6.77)
  • $6.77 Cap: $437M
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Q: KREF's near term earnings prospects seem quite buoyant. Is it worth further investigation?
Best regards,

David

Upvote 1

Read Answer Asked by David on July 26, 2024

• Otis Worldwide Corporation When Issued (OTIS $44.00)
  • $44.00 P/E (TTM): 25.87X
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Q: May I have your opinion on OTIS and in particular it's growth profile. Thanks.

Upvote 1

Read Answer Asked by Gerry on July 26, 2024

• Cameco Corporation (CCO $166.75)
  • $166.75 P/E (TTM): 134.39X Cap: $72.25B
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Q: Good morning,

Looking to understand reasons for recent weakness in CCO?

Thank you

Upvote 2

Read Answer Asked by Brad on July 26, 2024

• Apple Inc. (AAPL $273.44)
  • $273.44 P/E (TTM): 33.69X Cap: $3.99T
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• Alphabet Inc. (GOOG $310.62)
  • $310.62 P/E (TTM): 28.83X Cap: $3.76T
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• Microsoft Corporation (MSFT $397.17)
  • $397.17 P/E (TTM): 24.04X Cap: $2.88T
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• NVIDIA Corporation (NVDA $196.53)
  • $196.53 P/E (TTM): 47.53X Cap: $4.68T
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• Crocs Inc. (CROX $93.36)
  • $93.36 Cap: $4.85B
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• CrowdStrike Holdings Inc. (CRWD $359.06)
  • $359.06 Cap: $88.29B
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• Vertiv Holdings LLC Class A (VRT $262.68)
  • $262.68 P/E (TTM): 92.61X Cap: $96.85B
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• Celsius Holdings Inc. (CELH $50.67)
  • $50.67 P/E (TTM): 447.45X Cap: $13.07B
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Q: A number of good names in US have significantly pulled back recently. Do you consider the names above buys at current prices? What order would you be buying these names, is there any of these names you would wait for better entry points? Please deduct credits appropriately.

Thanks
Tim

Upvote 31

Read Answer Asked by Timothy on July 26, 2024