Investment Q&A

• Apple Inc. (AAPL $229.65)
  • $229.65 P/E (TTM): 34.47X Cap: $3.40T
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• Amazon.com Inc. (AMZN $221.47)
  • $221.47 P/E (TTM): 33.73X Cap: $2.36T
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Q: May I have your opinion of Amazon and Apple’s earnings this quarter and future outlook please.

Not sure this really applies to these two, but I’ve heard that the tariffs won’t truly impact companies’ earnings until next quarter (with some companies stockpiling 3-6 months worth of inventory to try to ride this out and customers doing the same). Mind you, we could wake up tomorrow and everything has changed again.

Thank you.

Upvote 8

Read Answer Asked by Sandra on May 02, 2025

• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $25.95)
  • $25.95 P/E (TTM): 16.58X Cap: $603M
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Q: Would you consider GDI a sell or hold for a long term investor. Thanks

Upvote 6

Read Answer Asked by Ben on May 02, 2025

• Meta Platforms Inc. (META $790.00)
  • $790.00 P/E (TTM): 27.79X Cap: $1.98T
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• Alphabet Inc. (GOOG $204.16)
  • $204.16 P/E (TTM): 21.5X Cap: $2.46T
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• Digital Realty Trust Inc. (DLR $169.27)
  • $169.27 P/E (TTM): 44.4X Cap: $57.72B
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• T-Mobile US Inc. (TMUS $252.28)
  • $252.28 P/E (TTM): 23.5X Cap: $283.92B
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Q: Portfolio Analytics suggests a need to increase my allocation in utilities, real estate, communication services and consumer defensives. Could you give me your best 3 picks for each category, preferably on the TSX. If you feel the Canadian doesn't have very good choices, suggestions on the US market would be appreciated. Thanks.

Upvote 3

Read Answer Asked by jacques on May 02, 2025

• Open Text Corporation (OTEX $40.63)
  • $40.63 P/E (TTM): 12.42X Cap: $10.80B
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Q: Your thoughts on OTEX, is there enough happening here to see this stock higher in a year from now? What are the most significant numbers in this Q report?
Thanks.

Upvote 5

Read Answer Asked by Harry on May 02, 2025

Q: Hi Peter

Can I get your thoughts on Pinetree. I would like to know if you would add to a position. It looks expensive but I plan on it being a long term hold. I just am struggling on valuation.

Upvote 1

Read Answer Asked by Frank on May 02, 2025

• California Nanotechnologies Corp. (CNO $0.40)
  • $0.40 Cap: $17M
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• East Side Games Group Inc. (EAGR $0.54)
  • $0.54 Cap: $44M
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Q: I own these companies and am deeply underwater. Please provide your analysis on these companies in the current economic backdrop. Thanks

Upvote 2

Read Answer Asked by Imtiaz on May 02, 2025

• Canadian Pacific Kansas City Limited (CP $103.28)
  • $103.28 P/E (TTM): 22.87X Cap: $96.09B
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• Canadian Pacific Kansas City Limited (CP $74.97)
  • $74.97 P/E (TTM): 22.87X Cap: $69.75B
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Q: Thoughts on the quarter? Good time to add?

Thanks!

Upvote 3

Read Answer Asked by Satish on May 02, 2025

Q: Would you have a website where I could track a company's EPS, etc. and be able to compare the results to its stock chart? Thanks

Upvote 4

Read Answer Asked by Michael on May 02, 2025

• Ford Motor Company (F $11.25)
  • $11.25 P/E (TTM): 14.28X Cap: $44.77B
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• Nucor Corporation (NUE $141.43)
  • $141.43 P/E (TTM): 24.29X Cap: $31.77B
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• Century Aluminum Company (CENX $23.46)
  • $23.46 P/E (TTM): 32.13X Cap: $2.14B
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• Commercial Metals Company (CMC $55.42)
  • $55.42 P/E (TTM): 171.03X Cap: $6.04B
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• AECOM (ACM $120.88)
  • $120.88 P/E (TTM): 25.96X Cap: $15.72B
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• Kaiser Aluminum Corporation (KALU $74.72)
  • $74.72 P/E (TTM): 23.67X Cap: $1.19B
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• Steel Dynamics Inc. (STLD $125.60)
  • $125.60 P/E (TTM): 16.09X Cap: $18.17B
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• Jacobs Solutions Inc. (J $149.81)
  • $149.81 P/E (TTM): 40.84X Cap: $17.90B
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• Stellantis N.V. (STLA $9.63)
  • $9.63 Cap: $27.73B
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Q: It has been reported that various companies are going to invest 8 trillion dollars into the U.S. economy in the future. What companies/sectors do you think will benefit the most from this investment?

Upvote 2

Read Answer Asked by Jerry on May 02, 2025

• Microsoft Corporation (MSFT $529.24)
  • $529.24 P/E (TTM): 38.25X Cap: $3.93T
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Q: Hi 5i.

I am hoping you can answer this question, which has been puzzling me for awhile. Every day, when I look at the list of the top-traded stocks on the NASDAQ in the Financial Post, MSFT is never there. I can't understand why this would be. Is it because a huge percentage of the stock is held by institutions that simply do not trade it?

Upvote 3

Read Answer Asked by William on May 01, 2025

• Russel Metals Inc. (RUS $40.43)
  • $40.43 P/E (TTM): 15.05X Cap: $2.30B
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• Hennessy Sustainable ETF (STNC $32.26)
  • $32.26 P/E (TTM): 51.92X Cap: $93M
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Q: I am thinking of buying one of these companies, which one would be your choice. I already own WSP and AtRL.
Thank you very much
Dorothy

Upvote 2

Read Answer Asked by Dorothy on May 01, 2025

• Toromont Industries Ltd. (TIH $142.03)
  • $142.03 P/E (TTM): 23.68X Cap: $11.54B
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Q: Your comments on their recent numbers please.
Thx

Upvote 6

Read Answer Asked by Bill on May 01, 2025

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,338.09)
  • $2,338.09 P/E (TTM): 8.38X Cap: $50.45B
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• ONEX Corporation Subordinate Voting Shares (ONEX $113.30)
  • $113.30 P/E (TTM): 13.14X Cap: $7.96B
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• Pinetree Capital Ltd. (PNP $13.77)
  • $13.77 P/E (TTM): 4.21X Cap: $129M
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• Berkshire Hathaway Inc. (BRK.B $470.39)
  • $470.39 P/E (TTM): 15.93X Cap: $1.01T
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• Brookfield Corporation Class A Limited Voting Shares (BN $90.35)
  • $90.35 P/E (TTM): 231.28X Cap: $148.85B
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Q: Berkshire Hathaway has been very successful at buying wonderful businesses at good prices. Is there a Canadian company with an identical mantra?

Upvote 5

Read Answer Asked by James on May 01, 2025

• Robinhood Markets Inc. (HOOD $114.09)
  • $114.09 P/E (TTM): 57.97X Cap: $100.68B
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Q: Could I have your take on earnings- pull back a good entry point?

Upvote 2

Read Answer Asked by Scott on May 01, 2025

• Alamos Gold Inc. (AGI $35.78)
  • $35.78 P/E (TTM): 31.66X Cap: $15.04B
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Q: In past Q&A's you guys have made some positive comments on AGI.

Today however the stock is tanking on earnings. Can you please let us know about your thoughts on earnings and your thoughts going forward on the stock.

Would you hold, buy or sell on this latest report?

Thanks


Sheldon

Upvote 3

Read Answer Asked by Sheldon on May 01, 2025

• Shake Shack Inc. Class A (SHAK $110.32)
  • $110.32 P/E (TTM): 365.97X Cap: $4.82B
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• Uber Technologies Inc. (UBER $91.73)
  • $91.73 P/E (TTM): 15.86X Cap: $191.29B
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Q: May I please get your thoughts on SHAK?

Thanks

Dave

Upvote 2

Read Answer Asked by David on May 01, 2025

• Eli Lilly and Company (LLY $639.43)
  • $639.43 P/E (TTM): 51.69X Cap: $605.19B
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Q: LLY reported this am. I have been waiting to buy. What are your thoughts on LLY and would you be a buyer of a half position here?

Upvote 3

Read Answer Asked by sean on May 01, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $38.43)
  • $38.43 Cap: $13.32B
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Q: Saw the news that GLXY is listing on the NASDAQ and read the FAQ document they prepared.
Any benefit to converting shares to the NASDAQ? if yes, should I Sell and repurchase or have broker transfer the shares?
OR do nothing and leave in my CAD account as TSX shares?

Upvote 2

Read Answer Asked by Mark on May 01, 2025

• GFL Environmental Inc. subordinate voting shares (GFL $69.51)
  • $69.51 Cap: $26.17B
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Q: Could you please comment on GFL results. Thank You

Upvote 4

Read Answer Asked by rajeev on May 01, 2025

• Apple Inc. (AAPL $229.65)
  • $229.65 P/E (TTM): 34.47X Cap: $3.40T
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• Amazon.com Inc. (AMZN $221.47)
  • $221.47 P/E (TTM): 33.73X Cap: $2.36T
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• Meta Platforms Inc. (META $790.00)
  • $790.00 P/E (TTM): 27.79X Cap: $1.98T
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• Alphabet Inc. (GOOG $204.16)
  • $204.16 P/E (TTM): 21.5X Cap: $2.46T
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• Microsoft Corporation (MSFT $529.24)
  • $529.24 P/E (TTM): 38.25X Cap: $3.93T
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 58.73X Cap: $4.46T
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• Tesla Inc. (TSLA $340.84)
  • $340.84 P/E (TTM): 195.97X Cap: $1.09T
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Q: My mag7 holdings have only really consisted of GOOG and NVDA, is this good enough? Seeing MSFT and META with strong earnings, should I diversity more into the other holdings? If you were to rank the mag7, what would they look like? Was considering a stake in AMZN and I know they report tonight. Thank you!

Upvote 18

Read Answer Asked by Keith on May 01, 2025