Investment Q&A

• Royal Bank of Canada (RY $224.06)
  • $224.06 P/E (TTM): 16.35X Cap: $307.18B
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• Toronto-Dominion Bank (The) (TD $120.09)
  • $120.09 P/E (TTM): 9.97X Cap: $200.93B
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• Bank of Nova Scotia (The) (BNS $98.33)
  • $98.33 P/E (TTM): 18.98X Cap: $121.77B
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• Bank of Montreal (BMO $176.82)
  • $176.82 P/E (TTM): 14.61X Cap: $126.80B
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• Canadian Imperial Bank Of Commerce (CM $126.30)
  • $126.30 P/E (TTM): 14.62X Cap: $112.71B
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• National Bank of Canada (NA $172.30)
  • $172.30 P/E (TTM): 16.79X Cap: $66B
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• BMO Equal Weight Banks Index ETF (ZEB $56.94)
  • $56.94 P/E (TTM): 11.77X Cap: $5.38B
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Q: Hell 5i I am considering selling BMO shares holdings and RY holdings as they in their higher price range. Sell high buy low! My plan is to reap the profit to buy ZEB. I would appreciate your thoughts on this. Thank you

Upvote 6

Read Answer Asked by Yves on December 13, 2024

• Toronto-Dominion Bank (The) (TD $120.09)
  • $120.09 P/E (TTM): 9.97X Cap: $200.93B
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• Bank of Nova Scotia (The) (BNS $98.33)
  • $98.33 P/E (TTM): 18.98X Cap: $121.77B
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• Canadian Natural Resources Limited (CNQ $48.09)
  • $48.09 P/E (TTM): 14.81X Cap: $99.23B
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• Sun Life Financial Inc. (SLF $80.58)
  • $80.58 P/E (TTM): 20.14X Cap: $44.98B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $36.92)
  • $36.92 P/E (TTM): 98.24X Cap: $5.86B
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• Pason Systems Inc. (PSI $12.33)
  • $12.33 P/E (TTM): 19.68X Cap: $972M
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• Granite Real Estate Investment Trust (GRT.UN $75.97)
  • $75.97 P/E (TTM): 37.13X Cap: $4.61B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.09)
  • $12.09 P/E (TTM): 28.84X Cap: $3.61B
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• Plaza Retail REIT (PLZ.UN $4.12)
  • $4.12 P/E (TTM): 59.0X Cap: $461M
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Q: What are your current thoughts regarding plaza reit as an addition to the income side of my portfolio? If negative, do you have any suggestions for stable high-dividend Canadian stocks that I can investigate? thanks, J

Upvote 8

Read Answer Asked by John on December 13, 2024

• Enghouse Systems Limited (ENGH $20.15)
  • $20.15 P/E (TTM): 14.78X Cap: $1.11B
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Q: Thoughts on latest results and market reaction? I hold it in a registered plan so it's not a tax loss candidate. Time to move on or hold for now? What are some possible alternatives if it is in fact time to move on??

Upvote 8

Read Answer Asked by Chris on December 13, 2024

• TELUS Corporation (T $18.65)
  • $18.65 Cap: $28.71B
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Q: Just wondering if you saw any reason for the big drop today? I did see the volume was up by nearly double.
Thanks! Paul

Upvote 14

Read Answer Asked by Paul on December 13, 2024

• goeasy Ltd. (GSY $125.17)
  • $125.17 P/E (TTM): 9.4X Cap: $2.07B
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Q: Hi, GSY has dropped nearly 20% since it's 2024 high (~205$), any explanation for that ? If the drop continue, what price would you consider attractive?, very attractive ? for a multi-years holding period ? thank you

Upvote 19

Read Answer Asked by Luc on December 13, 2024

• Alphabet Inc. (GOOG $318.39)
  • $318.39 P/E (TTM): 31.2X Cap: $3.85T
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• IonQ Inc. (IONQ $54.76)
  • $54.76 Cap: $17.23B
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• D-Wave Quantum Inc. (QBTS $28.73)
  • $28.73 Cap: $8.78B
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Q: Good morning; I had asked a question the other day about RGTI-Q. I do appreciate the response. One of my questions was as follows regarding the quantum space;

"Is this space one to watch, and if so which companies should be on the radar (in order of preference please)?"

Could you please provide some insight into this; thank you.

Dave

Upvote 4

Read Answer Asked by Dave on December 13, 2024

• Freehold Royalties Ltd. (FRU $15.27)
  • $15.27 P/E (TTM): 18.3X Cap: $2.47B
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Q: Is this stock a buy at 13.05 area taking into account their latest transactions? cheers

Upvote 4

Read Answer Asked by kenneth on December 13, 2024

• ADF Group Inc. Subordinate Voting Shares (DRX $7.60)
  • $7.60 P/E (TTM): 6.33X Cap: $216M
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Q: Can you comment on the ADF backlog drop from $330.3M vs $510.9M at the start of the year? It appears to be partly related to a strategic decision having recently declined a $150M Amazon project due to low margins (8%). I think this illustrates some management discipline - profitability over pure revenue growth with management prioritizing margin quality over volume. Curious about your thoughts?

Upvote 5

Read Answer Asked by Michael on December 13, 2024

• Amazon.com Inc. (AMZN $229.11)
  • $229.11 P/E (TTM): 33.11X Cap: $2.48T
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• ADF Group Inc. Subordinate Voting Shares (DRX $7.60)
  • $7.60 P/E (TTM): 6.33X Cap: $216M
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Q: I may have missed it, but don't think there were reasons given for the sales/backlog drop in the DRX press release Was there any coverage of this in their conference call ?

Upvote 5

Read Answer Asked by Alexandra on December 13, 2024

• SMI 3Fourteen Full-Cycle Trend ETF (FCTE $25.16)
  • $25.16 P/E (TTM): 29.11X
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Q: I initiated a small position a few months ago and it has not done anything. Is it worth holding and adding to it or sell and invest money some place else. Your views please. Thanks

Upvote 1

Read Answer Asked by satish on December 13, 2024

• PayPal Holdings Inc. (PYPL $61.73)
  • $61.73 P/E (TTM): 12.66X Cap: $57.29B
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• Okta Inc. (OKTA $85.90)
  • $85.90 P/E (TTM): 94.1X Cap: $15.22B
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• Redfin Corporation (RDFN)
  • Cap: $1.43B
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Q: I own RDFN, PYPL, and OKTA. All are down for me. In what order would you sell to take the capital loss? Do you see much growth potential over the next year in any of them? Thanks.

Upvote 2

Read Answer Asked by Kim on December 13, 2024

• Algonquin Power & Utilities Corp. (AQN $8.16)
  • $8.16 Cap: $6.34B
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• Northland Power Inc. (NPI $17.28)
  • $17.28 Cap: $4.48B
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• Superior Plus Corp. (SPB $7.19)
  • $7.19 P/E (TTM): 109.55X Cap: $1.63B
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Q: I am thinking of selling AQN and SPB and investing the proceeds to NPI .
I feel that NPI presents a better road to recovery. Your comments please.

Upvote 4

Read Answer Asked by Joe on December 13, 2024

• Nebius Group N.V. (NBIS $102.80)
  • $102.80 Cap: $23.55B
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Q: Please share your thoughts with regard to the risks/rewards around holding NBIS. How confident are you that this stock will out-perform in both the short and longer term? What factors would drive/tank growth? Thank you.

Maureen

Upvote 9

Read Answer Asked by Maureen on December 13, 2024

• Olympia Financial Group Inc. (OLY $113.69)
  • $113.69 P/E (TTM): 17.36X Cap: $274M
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Q: Could I please get your opinion of OLY. It is a new financial company for me, thank you
Maria

Upvote 5

Read Answer Asked by Maria on December 13, 2024

• WELL Health Technologies Corp. (WELL $3.99)
  • $3.99 Cap: $931M
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Q: Well Health has had a very nice run as of late and you seem fairly confident in its continued growth.

It is now about 3.5% of Total Portfolio. At what level do you think it would be good to trim since it is a small cap? Let it run, or take a bit off the table;)

Upvote 9

Read Answer Asked by Colin on December 13, 2024

• NextEra Energy Inc. (NEE $83.39)
  • $83.39 P/E (TTM): 26.94X Cap: $176.91B
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• Williams Companies Inc. (The) (WMB $63.66)
  • $63.66 P/E (TTM): 30.41X Cap: $75.16B
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• Vistra Corp. (VST $176.07)
  • $176.07 P/E (TTM): 63.44X Cap: $58.15B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $55.93)
  • $55.93 Cap: $20.65B
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• Constellation Energy Corporation (CEG $368.62)
  • $368.62 P/E (TTM): 41.66X Cap: $112.81B
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Q: With the ever increasing demand for power to fuel AI and tech, what companies would you suggest investing in going forward?

Upvote 9

Read Answer Asked by Dennis on December 13, 2024

• TerraVest Industries Inc. (TVK $126.31)
  • $126.31 Cap: $2.73B
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• WELL Health Technologies Corp. (WELL $3.99)
  • $3.99 Cap: $931M
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• Vertiv Holdings LLC Class A (VRT $182.54)
  • $182.54 P/E (TTM): 68.27X Cap: $68.39B
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Q: I am interested in increasing my position in Well, Terravest and Vertiv. Have the fundamentals changed in any way that would serve as a red flag affecting these stocks performance going forward. What would you consider buying at their current price or wait for a pullback.
Thanks
Dan

Upvote 15

Read Answer Asked by Dan on December 13, 2024

• Costco Wholesale Corporation (COST $895.86)
  • $895.86 P/E (TTM): 66.19X Cap: $408.72B
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Q: Please comment on the earnings for COSTCO.

Upvote 3

Read Answer Asked by Valter on December 13, 2024

• WELL Health Technologies Corp. (WELL $3.99)
  • $3.99 Cap: $931M
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Q: Forgive my skepticism, but should long term WELL investors be worried about being left holding the bag with the Wellstar spin off?

Upvote 8

Read Answer Asked by Joel on December 13, 2024

• United Rentals Inc. (URI $807.74)
  • $807.74 P/E (TTM): 20.63X Cap: $52.35B
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• Crocs Inc. (CROX $88.24)
  • $88.24 P/E (TTM): 27.77X Cap: $4.63B
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• RTX Corporation (RTX $171.31)
  • $171.31 P/E (TTM): 34.66X Cap: $225.47B
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Q: WHAT WOULD BE YOUR TOP 3 STOCKS CANADA AND TOP 3 IN THE US....THAT HAVE GOOD GROWTH POTENTIAL OVER THE NEXT 3-5 YEARS....BUT ARE NOT CURRENTLY RUNNING WITH HIGH P/E RATIOS....MAYBE OVERLOOKED OR UNDERVALUED.
I AM LOOKING AT A JAN-MARCH 2025 TIMEFRAME FOR BUYING.
THANK YOU FOR YOU VALUED INFORMATION.

Upvote 17

Read Answer Asked by Dick on December 13, 2024