Investment Q&A

• Toronto-Dominion Bank (The) (TD $111.99)
  • $111.99 P/E (TTM): 9.38X Cap: $189.97B
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• Bank of Nova Scotia (The) (BNS $90.19)
  • $90.19 P/E (TTM): 17.35X Cap: $111.72B
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• Enbridge Inc. (ENB $69.44)
  • $69.44 P/E (TTM): 24.33X Cap: $153.12B
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• Sun Life Financial Inc. (SLF $84.02)
  • $84.02 P/E (TTM): 15.12X Cap: $47.50B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $46.42)
  • $46.42 P/E (TTM): 1109.75X Cap: $21.14B
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• Brookfield Corporation Class A Limited Voting Shares (BN $95.54)
  • $95.54 P/E (TTM): 161.86X Cap: $142.83B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.25)
  • $78.25 P/E (TTM): 39.88X Cap: $129.70B
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Q: What would be your picks for adding to the noted stocks - for price appreciation in the next 5 years.
Thanks

Upvote 11

Read Answer Asked by Gary on March 08, 2024

• Abercrombie & Fitch Company (ANF $85.17)
  • $85.17 P/E (TTM): 8.0X Cap: $4.02B
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Q: Hi 5i
What is your opinion on ANF? Is it worth the risk taking a small position at this time for a 2 yr time frame.
I know the stock has had a big run up....it think it reports today after market close....
Thanks

Upvote 1

Read Answer Asked by jim on March 08, 2024

• Toronto-Dominion Bank (The) (TD $111.99)
  • $111.99 P/E (TTM): 9.38X Cap: $189.97B
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• Bank of Nova Scotia (The) (BNS $90.19)
  • $90.19 P/E (TTM): 17.35X Cap: $111.72B
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Q: I want to buy 2 of the big Canadian banks for an indefinite hold - on Feb 1 you suggested BNS and TD - after earnings, would these two still be your choices?

Upvote 6

Read Answer Asked by Kim on March 08, 2024

• Xtract One Technologies Inc. (XTRA $0.72)
  • $0.72 Cap: $157M
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Q: Your thoughts on this stock? Is it a buy, sell, or hold? Thanks

Upvote 2

Read Answer Asked by Charles on March 08, 2024

• Frontier Lithium Inc. (FL $0.64)
  • $0.64 Cap: $135M
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Q: Can you comment on the outlook for this stock given the deal with Mitsubishi announced today. Thanks

Upvote 1

Read Answer Asked by Charles on March 08, 2024

• American Homes 4 Rent of Beneficial Interest (AMH $32.98)
  • $32.98 P/E (TTM): 29.25X Cap: $12.33B
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Q: When I'm cashed out of my Tricon shares, would American Homes 4 Rent make a good replacement?
John

Upvote 2

Read Answer Asked by John on March 08, 2024

• Athabasca Oil Corporation (ATH $6.75)
  • $6.75 P/E (TTM): 7.69X Cap: $3.34B
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• Baytex Energy Corp. (BTE $3.26)
  • $3.26 P/E (TTM): 7.21X Cap: $2.50B
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• Tamarack Valley Energy Ltd. (TVE $6.09)
  • $6.09 P/E (TTM): 12.94X Cap: $3.06B
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Q: Hi Team

I own ath bte tve, I bought them during the dark days of the oil patch, my big purchase was ath, I averaged down from
$ .60 to $.12, at the bottom I thought it was over, anyways as the price moved up I starting selling, just happy to escape with my life. I have a little left, but as it has gone up so much I don't think there is more upside left in another stock, thinking about buying more tve or bte, what do you think, or do you have other oil's that have decent upside?

thanks

Upvote 6

Read Answer Asked by auftar on March 08, 2024

• TC Energy Corporation (TRP $75.39)
  • $75.39 P/E (TTM): 18.23X Cap: $78.64B
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• TC Energy Corporation (TRP $54.08)
  • $54.08 P/E (TTM): 18.23X Cap: $56.50B
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Q: Just wondering what happens if:
1) If one buys equal amounts of the same Canadian listed company on TSE and NYSE in their respective currencies.
2) After 1 year TSE price has not changed but US/CDN dollar rate has increased.
3) If US listed stock is sold would there be a capital loss?

Thanks,
Steve

Upvote 3

Read Answer Asked by Steven on March 08, 2024

• Abercrombie & Fitch Company (ANF $85.17)
  • $85.17 P/E (TTM): 8.0X Cap: $4.02B
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Q: Hi 5I
Further to my earlier question, I see that ANF has already reported so how did the earnings look going forward.. And if owned would you continue to hold

Upvote 1

Read Answer Asked by jim on March 08, 2024

• WELL Health Technologies Corp. (WELL $5.34)
  • $5.34 Cap: $1.30B
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• Crocs Inc. (CROX $84.63)
  • $84.63 P/E (TTM): 22.46X Cap: $4.56B
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• Axon Enterprise Inc. (AXON $712.00)
  • $712.00 P/E (TTM): 177.06X Cap: $56.33B
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• ADF Group Inc. Subordinate Voting Shares (DRX $7.91)
  • $7.91 P/E (TTM): 6.68X Cap: $220M
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Q: I know it's apples to oranges but here goes. Leaning more towards growth, which of these have more growth and why.

1- Between CROX and AXON which one?
2- Between WELL and DRX which one?

5 year hold minimum.

Thanks

Upvote 8

Read Answer Asked by Marco on March 08, 2024

• Super Micro Computer Inc. (SMCI $50.67)
  • $50.67 P/E (TTM): 27.6X Cap: $28.48B
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• Tennant Company (TNC $81.41)
  • $81.41 P/E (TTM): 25.02X Cap: $1.49B
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• U-Haul Holding Co Com (UHAL $57.23)
  • $57.23 P/E (TTM): 22.58X Cap: $11.19B
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• Rogers Corporation (ROG $82.86)
  • $82.86 Cap: $1.45B
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• J & J Snack Foods Corp. (JJSF $98.84)
  • $98.84 P/E (TTM): 22.34X Cap: $1.86B
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• Madison Square Garden Sports Corp. Class A (New) (MSGS $230.20)
  • $230.20 Cap: $5.21B
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• Madrigal Pharmaceuticals Inc. (MDGL $455.69)
  • $455.69 Cap: $9.51B
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Q: I bought SMCI just before the latest earnings, one reason for the purchase was the low share count. I have done well with that criteria in the past. Are there any compelling buys in companies with that feature Canada or US? Can you list the top 10 picks any sector. Please take as many credits as you wish. Thanks, Wayne.

Upvote 5

Read Answer Asked by Wayne on March 08, 2024

• Aecon Group Inc. (ARE $24.61)
  • $24.61 P/E (TTM): 66.31X Cap: $1.49B
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Q: I have held ARE.CA for some time. Is this a good time to sell and move elsewhere?

Upvote 4

Read Answer Asked by Susan on March 08, 2024

• Morgan Stanley (MS $157.58)
  • $157.58 P/E (TTM): 18.23X Cap: $253.75B
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Q: MS

Stock dropped Any reason for drop/. Thanks RAK

Upvote 2

Read Answer Asked by bob on March 08, 2024

• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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Q: Why the 10 % change today for Nuvei?

Upvote 2

Read Answer Asked by Valerie on March 08, 2024

• Global X Cash Maximizer Corporate Class ETF (HSAV $116.49)
  • $116.49 Cap: $1.90B
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Q: Some time back, you mentioned a cash ETF that does not ay a distribution until the position is sold. Do you have the ticker for this one? Would they payments eventually be taxed as capital gains or interest income

Upvote 3

Read Answer Asked by Maureen on March 08, 2024

• Aris Water Solutions Inc. Class A (ARIS $24.65)
  • $24.65 P/E (TTM): 28.79X Cap: $1.45B
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Q: A while back I asked about your top picks in the water solutions space, and I recently came across this new one. It's quite small, and seems focused on the Oil and Gas sector. Could you give me your thoughts on it as a small cap hidden gem? How does it compare to a company like HPS in terms of its growth phase?

Upvote 2

Read Answer Asked by Thomas on March 08, 2024

• Eli Lilly and Company (LLY $828.02)
  • $828.02 P/E (TTM): 47.48X Cap: $722.14B
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• Novo Nordisk A/S (NVO $59.09)
  • $59.09 P/E (TTM): 15.6X Cap: $363.68B
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Q: Out of NVO and LLY, which one would own today over a 3-year period? What kind of gains can we expect over that period?

Upvote 2

Read Answer Asked by V on March 08, 2024

• Novo Nordisk A/S (NVO $59.09)
  • $59.09 P/E (TTM): 15.6X Cap: $363.68B
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Q: Is this a buy for a 3 year horizon , growth oriented
Many thanks

Upvote 5

Read Answer Asked by Peter on March 07, 2024

• Constellation Software Inc. (CSU $3,853.39)
  • $3,853.39 P/E (TTM): 93.02X Cap: $80.06B
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• Topicus.com Inc. (TOI $149.61)
  • $149.61 P/E (TTM): 68.6X Cap: $12.46B
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Q: If CSU owns about 50% of TOI, do they also get 50% of the total special dividend being paid out (as cash)?

Upvote 7

Read Answer Asked by Mike on March 07, 2024

• Pet Valu Holdings Ltd. (PET $35.30)
  • $35.30 P/E (TTM): 26.47X Cap: $2.45B
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Q: Hello
Could you comment on Pet Value earnings?
Thank you very much.
Stephane

Upvote 3

Read Answer Asked by Stephane on March 07, 2024