Investment Q&A

• Meta Platforms Inc. (META $643.91)
  • $643.91 P/E (TTM): 27.22X Cap: $1.62T
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• Alphabet Inc. (GOOG $303.59)
  • $303.59 P/E (TTM): 28.01X Cap: $3.65T
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• Digital Realty Trust Inc. (DLR $177.20)
  • $177.20 P/E (TTM): 46.6X Cap: $60.48B
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• T-Mobile US Inc. (TMUS $217.94)
  • $217.94 P/E (TTM): 22.59X Cap: $234.97B
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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 $33.91)
  • $33.91 P/E (TTM): 14.37X Cap: $8.48B
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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 $0.30)
  • $0.30 Cap: $14M
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• East Side Games Group Inc. (EAGR $0.26)
  • $0.26 Cap: $20M
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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 $115.25)
  • $115.25 P/E (TTM): 24.86X Cap: $103.35B
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• Canadian Pacific Kansas City Limited (CP $84.28)
  • $84.28 P/E (TTM): 24.86X Cap: $75.78B
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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 $13.75)
  • $13.75 Cap: $55.25B
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• Nucor Corporation (NUE $183.49)
  • $183.49 P/E (TTM): 25.61X Cap: $41.93B
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• Century Aluminum Company (CENX $49.85)
  • $49.85 P/E (TTM): 125.36X Cap: $4.29B
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• Commercial Metals Company (CMC $78.47)
  • $78.47 P/E (TTM): 20.52X Cap: $8.83B
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• AECOM (ACM $96.18)
  • $96.18 P/E (TTM): 30.82X Cap: $12.32B
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• Kaiser Aluminum Corporation (KALU $129.45)
  • $129.45 P/E (TTM): 27.24X Cap: $2.27B
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• Steel Dynamics Inc. (STLD $192.73)
  • $192.73 P/E (TTM): 25.29X Cap: $27.99B
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• Jacobs Solutions Inc. (J $140.97)
  • $140.97 P/E (TTM): 57.34X Cap: $16.63B
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• Stellantis N.V. (STLA $7.60)
  • $7.60 Cap: $22.58B
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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 $400.97)
  • $400.97 P/E (TTM): 24.82X Cap: $2.96T
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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 $47.47)
  • $47.47 P/E (TTM): 16.33X Cap: $2.64B
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• Hennessy Sustainable ETF (STNC $36.00)
  • $36.00 P/E (TTM): 20.02X Cap: $94M
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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 $202.05)
  • $202.05 P/E (TTM): 34.02X Cap: $16.45B
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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 $2,350.22)
  • $2,350.22 P/E (TTM): 8.09X Cap: $50.78B
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• ONEX Corporation Subordinate Voting Shares (ONEX $106.75)
  • $106.75 P/E (TTM): 12.65X Cap: $7.35B
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• Pinetree Capital Ltd. (PNP $9.49)
  • $9.49 P/E (TTM): 3.07X Cap: $87M
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• Berkshire Hathaway Inc. (BRK.B $499.62)
  • $499.62 P/E (TTM): 16.1X Cap: $1.08T
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.23)
  • $63.23 P/E (TTM): 95.96X Cap: $145.85B
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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 $75.46)
  • $75.46 P/E (TTM): 31.43X Cap: $67.62B
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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 $61.37)
  • $61.37 P/E (TTM): 34.0X Cap: $25.19B
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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 $93.24)
  • $93.24 P/E (TTM): 88.79X Cap: $4.01B
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• Uber Technologies Inc. (UBER $72.96)
  • $72.96 P/E (TTM): 9.07X Cap: $151.20B
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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 $1,018.75)
  • $1,018.75 P/E (TTM): 45.14X Cap: $962.75B
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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 $29.30)
  • $29.30 Cap: $11.62B
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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 $60.00)
  • $60.00 P/E (TTM): 6.45X Cap: $21.31B
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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 $263.66)
  • $263.66 P/E (TTM): 33.4X Cap: $3.88T
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• Amazon.com Inc. (AMZN $204.07)
  • $204.07 P/E (TTM): 28.05X Cap: $2.19T
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• Meta Platforms Inc. (META $643.91)
  • $643.91 P/E (TTM): 27.22X Cap: $1.62T
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• Alphabet Inc. (GOOG $303.59)
  • $303.59 P/E (TTM): 28.01X Cap: $3.65T
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• Microsoft Corporation (MSFT $400.97)
  • $400.97 P/E (TTM): 24.82X Cap: $2.96T
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• NVIDIA Corporation (NVDA $188.13)
  • $188.13 P/E (TTM): 45.9X Cap: $4.56T
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• Tesla Inc. (TSLA $410.56)
  • $410.56 P/E (TTM): 380.21X Cap: $1.54T
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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

• Corton Enhanced Income Fund (RAAA $25.14)
  • $25.14 Cap: $16M
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• Brompton Wellington Square AAA CLO ETF (BAAA $19.83)
  • $19.83 Cap: $110M
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Q: Further to my last question on MAAA, is there a CLO that you would recommend?

Upvote 2

Read Answer Asked by Gregory on May 01, 2025

Q: What is your view on proffered shares inclusion in a small size (~200 000) self- directed beginner portfolio ? Would you recommend such investment and what percentage of one portfolio?

Upvote 1

Read Answer Asked by Miroslaw on May 01, 2025