Investment Q&A

• NIO Inc. American depositary shares each representing one Class A (NIO $5.09)
  • $5.09 Cap: $11.38B
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Q: NIO reported for July 2022 a 26.7% increase of electric vehicle deliveries over July 2021, plus a 22% cumulative increase for 2022 over 2021.
For China, NIO has installed 1,047 power swap stations as of end July 2022.
I think it has to be able to complete SEC filing which seems to mean an independent auditor.
The stock price has dropped by 2/3rds from a high of USD 66.
If the SEC issue is resolved, would you expect the stock to jump significantly?
What other concerns hold back the stock to grow?
Would you hang on to this stock until the SEC issue is clarified, or take the loss now and move on ? I don't mind waiting it out if there is reasonable hope for the stock to bounce.

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Read Answer Asked by TOM on August 08, 2022

Q: If I am not mistaken, I thought I saw a recent answer where you said we were late in the oil and gas cycle. In the past, I thought you answered questions as being mid-cycle. If this was a baseball game, what inning do you think are we in now?
Thanks

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Read Answer Asked by Dave on August 08, 2022

• Moderna Inc. (MRNA $26.85)
  • $26.85 Cap: $10.85B
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• BioNTech SE (BNTX $110.56)
  • $110.56 Cap: $26.73B
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Q: Does BNTX have the same upside as Moderna. Would you buy either one at theses levels and if so which one? Thanks for your analysis.

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Read Answer Asked by Ian on August 08, 2022

• Zoetis Inc. Class A (ZTS $157.68)
  • $157.68 P/E (TTM): 27.35X Cap: $68.98B
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Q: I own shares in this company and obviously holders were not enthused with the recent earnings. I am thinking of lightening up on my holdings and adding some Accenture. Your thought on this would be much appreciated.

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Read Answer Asked by Brian on August 07, 2022

• Profound Medical Corp. (PRN $6.30)
  • $6.30 Cap: $191M
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Q: Your opinion on PRN's results and outlook going forward?

Thanks for your service!

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Read Answer Asked by Ozzie on August 05, 2022

• SPDR Gold Shares ETF (GLD $307.87)
  • $307.87 Cap: $102.87B
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Q: Peter; Do you think gold is reacting to the Chinese sabre rattling over Taiwan ? Thanks . Rod

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Read Answer Asked by Rodney on August 05, 2022

• Aptiv PLC (APTV $75.08)
  • $75.08 P/E (TTM): 17.01X Cap: $16.57B
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Q: HI, guys,
Thanks for all your hard work and patience. I know you don't cover Euro stocks but do you have any thoughts on Aptiv ADR, seems to be getting hit on one time items ?
Cheers, Chris

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Read Answer Asked by Christopher on August 05, 2022

• Amazon.com Inc. (AMZN $224.02)
  • $224.02 P/E (TTM): 35.29X Cap: $2.43T
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• Meta Platforms Inc. (META $744.07)
  • $744.07 P/E (TTM): 27.84X Cap: $1.88T
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• Alphabet Inc. (GOOG $200.82)
  • $200.82 P/E (TTM): 21.78X Cap: $2.44T
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• Constellation Software Inc. (CSU $4,372.00)
  • $4,372.00 P/E (TTM): 108.99X Cap: $91.84B
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• Open Text Corporation (OTEX $44.17)
  • $44.17 P/E (TTM): 12.98X Cap: $11.09B
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Q: Please give me 3 or 4 Canadian and US larger growthy stocks { ie safer } with good valuations to sweeten a diversified ETF portfolio return. Thank you

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Read Answer Asked by Richard on August 05, 2022

• Moderna Inc. (MRNA $26.85)
  • $26.85 Cap: $10.85B
  • View MRNA Profile
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Q: Hello, a few months ago I invested in MRNA and it has had a nice run up since. But why? Do you consider it to have a good future? It seems to me that the future for fighting various viruses is sadly quite promising. Is MRNA a right dog for the fight?

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Read Answer Asked by alex on August 05, 2022

• Keyera Corp. (KEY $44.84)
  • $44.84 P/E (TTM): 18.45X Cap: $10.03B
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Q: What do you think of their latest quarter.

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Read Answer Asked by don on August 05, 2022

• Enbridge Inc. (ENB $66.57)
  • $66.57 P/E (TTM): 22.65X Cap: $142.68B
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• TC Energy Corporation (TRP $71.78)
  • $71.78 P/E (TTM): 17.08X Cap: $73.71B
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• Pembina Pipeline Corporation (PPL $51.99)
  • $51.99 P/E (TTM): 17.09X Cap: $29.75B
  • View PPL Profile
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Q: Hello,

Do you know what's going with TRP? It's been declining more than its piers i.e. PPL and ENB.
Do you think buying on weakness would be a good strategy here?
Also, which pipeline stock would you prefer for a medium to long term and which one you think is the safest?

Thank you

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Read Answer Asked by Timour on August 05, 2022

• TC Energy Corporation (TRP $71.78)
  • $71.78 P/E (TTM): 17.08X Cap: $73.71B
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Q: what caused the big price drop today?

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Read Answer Asked by peter on August 05, 2022

• Suncor Energy Inc. (SU $53.69)
  • $53.69 P/E (TTM): 11.43X Cap: $64.55B
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• Great-West Lifeco Inc. (GWO $54.85)
  • $54.85 P/E (TTM): 13.62X Cap: $50.43B
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• Thomson Reuters Corporation (TRI $244.77)
  • $244.77 P/E (TTM): 48.02X Cap: $109.34B
  • View TRI Profile
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Q: Thoughts on their results and guidance ? Thank you.

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Read Answer Asked by Paul on August 05, 2022

• Definity Financial Corporation (DFY $72.83)
  • $72.83 P/E (TTM): 21.49X Cap: $8.36B
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Q: What are your thoughts on this company in general, as well as it's recent earnings? It's breaking out to new highs, so definitely seems like a leader in its industry.

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Read Answer Asked by Philip on August 05, 2022

• Premium Brands Holdings Corporation (PBH $95.90)
  • $95.90 P/E (TTM): 45.96X Cap: $4.27B
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $24.75)
  • $24.75 Cap: $16.38B
  • View BEP Profile
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Q: If PBH and BEP announced today can you please review their earnings and give us your insight.

Thanks


Sheldon

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Read Answer Asked by Sheldon on August 05, 2022

• Premium Brands Holdings Corporation (PBH $95.90)
  • $95.90 P/E (TTM): 45.96X Cap: $4.27B
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Q: Hi, PBH results look good. What's your take ? Thanks

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Read Answer Asked by rajeev on August 05, 2022

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Do you have any quick updates ? It jumped 20% on 3 Aug. Thanks

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Read Answer Asked by TOM on August 05, 2022

• Fortinet Inc. (FTNT $79.69)
  • $79.69 P/E (TTM): 33.23X Cap: $59.83B
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Q: Do you think that FTNT's Q2 warrants a 14% stock price reduction?

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Read Answer Asked by sandy on August 05, 2022

• Crocs Inc. (CROX $83.41)
  • $83.41 P/E (TTM): 22.22X Cap: $4.55B
  • View CROX Profile
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Q: Any thoughts on earnings? Does this change the long term outlook at all?
Thank-you.

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Read Answer Asked by Alex on August 05, 2022

• Voxtur Analytics Corp. (VXTR $0.01)
  • $0.01 Cap: $3M
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Q: Hi Team,

Can I get your investment opinion on this company?

Thanks

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Read Answer Asked by David on August 05, 2022