Investment Q&A

• Constellation Software Inc. (CSU)
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Q: Hi team,

What are your thoughts on the current valuation of this company?

Do you believe there is still a significant runway over the next 15-20 years?

Thanks

Upvote 15

Read Answer Asked by Keith on October 18, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Q: Hi Team,

What are your thoughts on the company's current valuation and it's future prospects?

Do you believe this could be a long term compounder? Would you be comfortable buying it here?

Thanks,

Upvote 5

Read Answer Asked by Keith on October 18, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Hi Team,

What are your thoughts on the company's current valuation and it's future prospects?

Do you believe this could be a long term compounder? Would you be comfortable buying it here?

Thanks,

Upvote 8

Read Answer Asked by Keith on October 18, 2024

• Fortinet Inc. (FTNT)
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• Palo Alto Networks Inc. (PANW)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: Could you please provide your top 3 stocks in the cyber security field?

Thanks

Dave.

Upvote 11

Read Answer Asked by David on October 18, 2024

• Toronto-Dominion Bank (The) (TD)
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• Bank of Nova Scotia (The) (BNS)
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Q: Which one of Td or Bns do you think willl provide the best return over the next 3 to 5 years?

Upvote 9

Read Answer Asked by Terry on October 18, 2024

• CAE Inc. (CAE)
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• Magellan Aerospace Corporation (MAL)
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• Heico Corporation (HEI)
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• RTX Corporation (RTX)
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Q: Finally back even with MAL after 3+ yrs ...... hold or sell ?

Upvote 4

Read Answer Asked by Brant on October 18, 2024

• EQB Inc. (EQB)
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Q: I owned CWB:T, now acquired by NA:T. I want to replace it with small bank such as EQB or LB. Do you think EQB:T has good long term business model and do well or your analysis prefer to stay with large banks? I do own TD, RY. It's just a replacement of CWB:T.
Thanks
Piyush

Upvote 5

Read Answer Asked by Piyush on October 18, 2024

• Boyd Group Services Inc. (BYD)
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Q: What will it take for BOYD Group to turn their business around and their price to go up to their historical levels.

Upvote 2

Read Answer Asked by Nick on October 18, 2024

• Chord Energy Corporation (CHRD)
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Q: Hello. I got Chord Energy when they took over Enerplus and continue to hold it today. Enerplus was a great stock for me. Chord, well, not so much as I'm down about 40%. What do you think of its prospects from here? Thanks

Upvote 1

Read Answer Asked by Martin on October 18, 2024

• Booking Holdings Inc. (BKNG)
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• NextEra Energy Inc. (NEE)
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• Realty Income Corporation (O)
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• Prologis Inc. (PLD)
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• Williams Companies Inc. (The) (WMB)
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• Royal Bank of Canada (RY)
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• Toronto-Dominion Bank (The) (TD)
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• Bank of Nova Scotia (The) (BNS)
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• goeasy Ltd. (GSY)
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• Hilton Worldwide Holdings Inc. (HLT)
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• Constellation Energy Corporation (CEG)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: Hi,
Need to rebalance and am seeking etf and stock ideas.
Looking to:
1)Decrease canadian financials (currently hold BNS, BN, GSY, IFC, MFC, PRL, RY, TD)
2)Increase US consumer discretionary
3)Increase US real estate
4)Increase US utilities

Questions:
1)What order might YOU sell the stocks in #1 above?
2)Please provide 2 stock and 1 ETF pick you believe have decent long-term prospects for each of:
a)US consumer discretionary
b)US real estate
c)US utilities

Thank you.

Upvote 7

Read Answer Asked by Trevor on October 18, 2024

• BNS Tiered Investment Savings Account A U$ (DYN6001)
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Q: What is your opinion on DYN6001 for USD regarding safety and liquidity? Other suggestions?

Upvote 1

Read Answer Asked by Jean on October 18, 2024

• NVIDIA Corporation (NVDA)
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• Recursion Pharmaceuticals Inc. (RXRX)
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• NANO-X IMAGING LTD (NNOX)
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• Arm Holdings plc (ARM)
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Q: I heard NVDA have invested in below 5 stocks
ARM, NNOX, RXRX, SOUN & TSPH.

Can you please confirm if they really have and would you consider as a buy and why.

If yes in which order would you purchase.

Please deduct credit as required

Thanks for your great service

Upvote 7

Read Answer Asked by Hector on October 18, 2024

Q: The Macro Market Models are very interesting. I think I missed the explanation on the "Sector, Size, and Style Rotation" tables which give percentages for each signal i.e., Trim, Hold/Tactical Buy, Buy and Strong Buy". What are these percentages relative to? Thanks.

Upvote 3

Read Answer Asked by Danny-boy on October 18, 2024

• Quanta Services Inc. (PWR)
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• Cameco Corporation (CCO)
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• BWX Technologies Inc. (BWXT)
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• Constellation Energy Corporation (CEG)
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Q: Everyday Nuclear Energy is in the Headlines , and now Big Tech Investing
Other than Cameco ( over weight ) how do we invest ? small nuclear reactors ?

Greg

Upvote 5

Read Answer Asked by Greg on October 18, 2024

• Applied Materials Inc. (AMAT)
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• Lam Research Corporation (LRCX)
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Q: LRCX and AMAT both fell hard after ASML reported. Is the drop overdone? Are LRCX or AMAT buyable? If yes, at or below what price on each? And between the LRCX and AMAT, do you have a preference?

Upvote 2

Read Answer Asked by Adam on October 18, 2024

• Royal Bank of Canada (RY)
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• Canadian National Railway Company (CNR)
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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• Fortis Inc. (FTS)
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• Toromont Industries Ltd. (TIH)
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• Alimentation Couche-Tard Inc. (ATD)
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• iShares Core Balanced ETF Portfolio (XBAL)
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• Topicus.com Inc. (TOI)
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Q: For my 6yr old daughter's RESP I hold 50% in XBAL and ~12.5% in the 4 securities listed. When I make my next contribution I am looking to add another position.

Given a 10 year timeframe before the funds are needed what are some names that you would consider to complement the existing holdings?

Upvote 11

Read Answer Asked by Jeffrey on October 18, 2024

• Enbridge Inc. (ENB)
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• Canadian Natural Resources Limited (CNQ)
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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• Celestica Inc. (CLS)
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• TMX Group Limited (X)
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• Toromont Industries Ltd. (TIH)
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
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• iShares S&P/TSX 60 Index ETF (XIU)
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• Vanguard S&P 500 Index ETF (VFV)
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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• Hydro One Limited (H)
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• TerraVest Industries Inc. (TVK)
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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• Canoe EIT Income Fund (EIT.UN)
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• Boyd Group Services Inc. (BYD)
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• Propel Holdings Inc. (PRL)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: Hello Peter and Team. I am about to open a new TFSA account with almost 100K. Time frame of 5-8 years. Could you please recommend 4-6 growth/income stocks with 1or 2 ETF’s?

I was thinking BN, VFV, EIT.UN, TVK. Any other recommendations would be appreciated. Thanks for the amazing service. Brian

Upvote 39

Read Answer Asked by Brian on October 18, 2024

• Ibotta Inc. Class A (IBTA)
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Q: Can you give me your opinion on this stock, thank you.

Upvote 2

Read Answer Asked by Martin on October 18, 2024

• HealWELL AI Inc. Class A Subordinate Voting Shares (AIDX)
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Q: Is aidx.to worth buying for a small cap portfolio?

Upvote 1

Read Answer Asked by philip on October 18, 2024

• Toronto-Dominion Bank (The) (TD)
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• BCE Inc. (BCE)
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Q: Morning
It’s been quite a ride with these 2 lately
Do you still see them as long term holds, or get out? I am way down on BCE but still above on TD. Is it a time to add more to either if long term hold?
Thank you.

Upvote 9

Read Answer Asked by Michael on October 18, 2024