Investment Q&A

• NVIDIA Corporation (NVDA $183.23)
  • $183.23 P/E (TTM): 36.74X Cap: $4.44T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $4,600.56)
  • $4,600.56 P/E (TTM): 25.0X Cap: $134.72B
  • View BKNG Profile
  • View Questions on BKNG
• Eli Lilly and Company (LLY $983.68)
  • $983.68 P/E (TTM): 43.91X Cap: $946.72B
  • View LLY Profile
  • View Questions on LLY
• United Rentals Inc. (URI $842.79)
  • $842.79 P/E (TTM): 21.59X Cap: $53.66B
  • View URI Profile
  • View Questions on URI
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $53.76)
  • $53.76 P/E (TTM): 18.27X Cap: $26.37B
  • View XIC Profile
  • View Questions on XIC
• Vanguard S&P 500 Index ETF (VFV $165.80)
  • $165.80 P/E (TTM): 26.01X Cap: $28.31B
  • View VFV Profile
  • View Questions on VFV
• Axon Enterprise Inc. (AXON $571.73)
  • $571.73 P/E (TTM): 383.5X Cap: $45.81B
  • View AXON Profile
  • View Questions on AXON

Q: My daughter is looking to start an investment portfolio. What would be your top 5 Canadian and top 5 US Picks in the current market for a long term hold? Please include one ETF for Canada and US in your picks.

Thanks
Tim

Upvote 26

Read Answer Asked by Timothy on November 22, 2023

• Mawer Balanced Fund Series A (MAW104 $38.98)
  • $38.98 P/E (TTM): 17.4X Cap: $4.83B
  • View MAW104 Profile
  • View Questions on MAW104
• Vanguard Balanced ETF Portfolio (VBAL $37.55)
  • $37.55 P/E (TTM): 6.89X Cap: $4.87B
  • View VBAL Profile
  • View Questions on VBAL

Q: Peter; Can you compare returns of the above two and which would be your preference? Thanks.
Rod

Upvote 2

Read Answer Asked by Rodney on November 22, 2023

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi there, I'm thinking of moving some of my investments over to Wealthsimple Trade (WS), which I believe is their self managed online brokerage. In your opinion, would my money be safe with their platform? Do you see any red flags, relative to the Big 6 brokerages? Thanks!

Upvote 6

Read Answer Asked by Michael on November 22, 2023

Q: Do you know a good financial online site that tracks the Nas and N.Y. daily Highs ?

Upvote 1

Read Answer Asked by Lorraine on November 22, 2023

• Argonaut Gold Inc. (AR $0.52)
  • View AR Profile
  • View Questions on AR

Q: You recently answered a question on Argonaut Gold. You mentioned that there would be more information to share after its results on Nov 14th. The price has been falling sharply. Are there new reasons for concern? Buy, hold or sell? Thanks.

Upvote 4

Read Answer Asked by Brian on November 21, 2023

• Stella-Jones Inc. (SJ $96.47)
  • $96.47 P/E (TTM): 15.67X Cap: $5.19B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ
• Russel Metals Inc. (RUS $47.81)
  • $47.81 P/E (TTM): 16.08X Cap: $2.70B
  • View RUS Profile
  • View Questions on RUS
• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.16X
  • View STLC Profile
  • View Questions on STLC
• West Fraser Timber Co. Ltd. (WFG $89.92)
  • $89.92 Cap: $6.99B
  • View WFG Profile
  • View Questions on WFG
• Doman Building Materials Group Ltd. (DBM $10.25)
  • $10.25 P/E (TTM): 11.57X Cap: $906M
  • View DBM Profile
  • View Questions on DBM

Q: What would be some investments that would benefit from the potential residential building boom that is being incented by Federal money in Canada?

Upvote 6

Read Answer Asked by Maria on November 21, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $41.44)
  • $41.44 Cap: $28.25B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: I was surprised to see a decrease in revenue for Brookfield Renewable considering the industry in which they operate and the inflationary environment. Can you please explain the cause and your thoughts on revenue growth going forward. Regards,

Upvote 17

Read Answer Asked by Pierre on November 21, 2023

• Canadian Pacific Kansas City Limited (CP $116.53)
  • $116.53 P/E (TTM): 26.6X Cap: $106.66B
  • View CP Profile
  • View Questions on CP
• Brookfield Infrastructure Partners L.P. (BIP.UN $52.00)
  • $52.00 P/E (TTM): 106.92X Cap: $24.49B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: i am thinking of switching from CP (2%) to BIP. Looking for growth and div with this move.
Don't like CP drifting lower.
I already own 4% BN. Do you think BIP stock can grow faster then BN?

Upvote 8

Read Answer Asked by JR on November 21, 2023

• Tourmaline Oil Corp. (TOU $61.89)
  • $61.89 P/E (TTM): 18.94X Cap: $25.59B
  • View TOU Profile
  • View Questions on TOU
• Whitecap Resources Inc. (WCP $13.83)
  • $13.83 P/E (TTM): 13.31X Cap: $16.55B
  • View WCP Profile
  • View Questions on WCP

Q: Hi Team
Which of WCP or TOU would be best for a long term hold in a LIF account?
Thanks

Upvote 6

Read Answer Asked by Gary on November 21, 2023

• TransAlta Corporation (TA $18.18)
  • $18.18 Cap: $5.36B
  • View TA Profile
  • View Questions on TA

Q: Please comment on TA's growth and financial outlook released today. Does the stock represent relative good value (risk/return) at this price level? Thanks

Upvote 1

Read Answer Asked by Michael on November 21, 2023

Q: Hello 5I,

Do you know of a good financial online site that tracks the current spot price of Gold?

I use TD Webroker and regular gold price updates our far and few between?


Thanks for your help

Stephen G

Upvote 2

Read Answer Asked by Stephen on November 21, 2023

• Birchtech Corp. (MEEC)
  • Cap: $79M
  • View MEEC Profile
  • View Questions on MEEC

Q: I noticed where they came out with some more information, which moved the stock higher. I was wondering what your take on the announcement is. Thank You

Upvote 1

Read Answer Asked by Earl on November 21, 2023

Q: What can you tell me about this company and is it a buy, sell, or hold. Thanks for your good work and I will wait for your answer.

Upvote 1

Read Answer Asked by Earl on November 21, 2023

• TJX Companies Inc. (The) (TJX $161.00)
  • $161.00 P/E (TTM): 35.26X Cap: $179.59B
  • View TJX Profile
  • View Questions on TJX

Q: Could you update your thoughts on TJX? Is this a good time to buy this consumer discretionary company given the uncertainty around the strength of consumer spending over the near term? Thanks.

Upvote 4

Read Answer Asked by Stefan on November 21, 2023

• Fortinet Inc. (FTNT $84.31)
  • $84.31 P/E (TTM): 33.37X Cap: $61.25B
  • View FTNT Profile
  • View Questions on FTNT
• Palo Alto Networks Inc. (PANW $163.54)
  • $163.54 P/E (TTM): 86.24X Cap: $129.38B
  • View PANW Profile
  • View Questions on PANW
• Qualys Inc. (QLYS $99.24)
  • $99.24 P/E (TTM): 17.9X Cap: $3.49B
  • View QLYS Profile
  • View Questions on QLYS
• CrowdStrike Holdings Inc. (CRWD $426.46)
  • $426.46 Cap: $102.77B
  • View CRWD Profile
  • View Questions on CRWD

Q: I'm interested in getting into the cyber security sector, My research indicates PANW is the company I should consider. Please share your thoughts on the company and if you think it is currently a good time to buy.

Upvote 4

Read Answer Asked by Les on November 21, 2023

• MARA Holdings Inc. (MARA $8.78)
  • $8.78 P/E (TTM): 4.01X Cap: $3.57B
  • View MARA Profile
  • View Questions on MARA
• Riot Platforms Inc. (RIOT $15.65)
  • $15.65 P/E (TTM): 46.33X Cap: $6.26B
  • View RIOT Profile
  • View Questions on RIOT
• CleanSpark Inc. (CLSK)
  • Cap: $2.72B
  • View CLSK Profile
  • View Questions on CLSK

Q: Any specific reason for the significant gains today in CLSK, RIOT and MARA other than bitcoin price ?

Upvote 2

Read Answer Asked by Thomas on November 21, 2023

• Toromont Industries Ltd. (TIH $204.16)
  • $204.16 P/E (TTM): 34.65X Cap: $16.86B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH

Q: Would you consider this a buy now or wait?

Upvote 4

Read Answer Asked by Brian on November 21, 2023

• Alphabet Inc. (GOOG $301.21)
  • $301.21 P/E (TTM): 28.08X Cap: $3.67T
  • View GOOG Profile
  • View Questions on GOOG
• AbbVie Inc. (ABBV $231.94)
  • $231.94 P/E (TTM): 99.09X Cap: $417.62B
  • View ABBV Profile
  • View Questions on ABBV
• WSP Global Inc. (WSP $226.77)
  • $226.77 P/E (TTM): 31.54X Cap: $30.69B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• CrowdStrike Holdings Inc. (CRWD $426.46)
  • $426.46 Cap: $102.77B
  • View CRWD Profile
  • View Questions on CRWD

Q: I have some funds to invest and am considering the above stocks. Please indicate whether these stocks are better held in an unregistered, TFSA or RRSP account. Please rank these stocks on a 5 year hold. Thank you

Upvote 7

Read Answer Asked by Don on November 21, 2023

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
  • View VRN Profile
  • View Questions on VRN
• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $64.25)
  • $64.25 Cap: $8.78B
  • View BIPC Profile
  • View Questions on BIPC

Q: I am considering averaging down on both of these. CPG due to their recent purchase and BIPC due to interest rate increases.
What are your thoughts. One guest on BNN suggested averaging down this am on BIPC.
Your thoughts please and thanks
Rick

Upvote 7

Read Answer Asked by Rick on November 21, 2023

• Amazon.com Inc. (AMZN $218.86)
  • $218.86 P/E (TTM): 29.11X Cap: $2.32T
  • View AMZN Profile
  • View Questions on AMZN
• Costco Wholesale Corporation (COST $981.65)
  • $981.65 P/E (TTM): 70.03X Cap: $446.86B
  • View COST Profile
  • View Questions on COST
• Microsoft Corporation (MSFT $410.71)
  • $410.71 P/E (TTM): 25.26X Cap: $3T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $183.23)
  • $183.23 P/E (TTM): 36.74X Cap: $4.44T
  • View NVDA Profile
  • View Questions on NVDA
• Visa Inc. (V $319.68)
  • $319.68 P/E (TTM): 30.12X Cap: $614.02B
  • View V Profile
  • View Questions on V

Q: I have some cash in my RRSP account that I will be investing in the next couple of weeks. I understand that Dividend US Equity investments are preferred for RRSP accounts. I am considering the above stocks for my RRSP. Please advise if these stocks are considered Dividend US Equity investments and rank the stocks in order of preference for a 5 year hold.
In my RRSP Direct Investing account, I have the option of converting CDN funds to US funds before purchasing US stocks. Would you recommend converting CDN funds to US funds before purchasing US stocks?

Upvote 11

Read Answer Asked by Don on November 21, 2023