Investment Q&A

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.55)
  • $55.55 Cap: $7.33B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.02)
  • $46.02 Cap: $17.11B
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Q: Hi, I hold both of these and while both seemed to be recovering a while back, BEPC headed back down and now BIPC is also tanking the last few days. What's your view on these two Brookfield companies? Do I sell one or both or hold and wait this out? Thanks for your help as always.

Upvote 5

Read Answer Asked by Harry on April 11, 2024

• NuVista Energy Ltd. (NVA $14.59)
  • $14.59 P/E (TTM): 7.77X Cap: $2.86B
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Q: Hi Peter and Team,

Can you please comment on the credit worthiness of Nuvista? I was considering adding to my existing Nuvista bond with maturity in July 23, 2026 and coupon of 7.875%. I am wondering if I am missing something here?

Thanks!

Upvote 1

Read Answer Asked by Marc on April 11, 2024

• Vanguard All-Equity ETF Portfolio (VEQT $50.00)
  • $50.00 P/E (TTM): 4.23X Cap: $8.05B
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Q: XEQT. Can you give me comparable ETF’s that are as good,or better that charge a lower expense ratio
Thank you

Upvote 2

Read Answer Asked by Michael on April 11, 2024

• Vanguard S&P 500 Index ETF (VFV $157.61)
  • $157.61 P/E (TTM): 82.03X Cap: $24.59B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $97.90)
  • $97.90 Cap: $2.07B
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Q: if wanted a dividend and growth what u.s. etf do you think is best for large caps

Upvote 4

Read Answer Asked by hans on April 11, 2024

• Adobe Inc. (ADBE $338.43)
  • $338.43 P/E (TTM): 21.88X Cap: $141.53B
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 58.94X Cap: $4.44T
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• Salesforce Inc. (CRM $231.66)
  • $231.66 P/E (TTM): 37.64X Cap: $222.44B
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• Eli Lilly and Company (LLY $639.43)
  • $639.43 P/E (TTM): 50.91X Cap: $601.20B
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• Visa Inc. (V $336.74)
  • $336.74 P/E (TTM): 32.89X Cap: $651.62B
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• Advanced Micro Devices Inc. (AMD $174.95)
  • $174.95 P/E (TTM): 126.1X Cap: $279.58B
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• Palo Alto Networks Inc. (PANW $175.40)
  • $175.40 P/E (TTM): 95.46X Cap: $112.13B
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• Berkshire Hathaway Inc. (BRK.B $470.39)
  • $470.39 P/E (TTM): 0.01X Cap: $1T
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Q: What is your opinion on the use of CDR's (Canadian Deposit Receipts) for the purchase of US Stocks? Also, what type of accounts would be the most beneficial and be the most risk in the use of them, RRSP, TSFA, RESP, or non-registered accounts?
I've recently purchased Palo Alta, Visa and Adobe using CDR's and it seems to be a way of getting US exposure while avoiding the immediate approximate 30% currency exchange, while using a CAD hedging process.
If you are somewhat positive on CDR's, what other US stocks would be good considerations.

thanks,

Upvote 13

Read Answer Asked by g on April 11, 2024

• Vanguard U.S. Dividend Appreciation Index ETF (VGG $97.90)
  • $97.90 Cap: $2.07B
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• Vanguard Dividend Appreciation FTF (VIG $208.67)
  • $208.67 P/E (TTM): 68.92X Cap: $92.09B
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Q: I want more US exposure, but would be moving Ca $ to US $. Is it best to exchange ones cash to buy US ETFs such as VIG.US, or to buy a Ca ETF with US exposure? What would be equivalent to VIG be? Thank you.

Upvote 3

Read Answer Asked by Pat on April 11, 2024

• Suncor Energy Inc. (SU $53.50)
  • $53.50 P/E (TTM): 11.58X Cap: $65.61B
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• Canadian Natural Resources Limited (CNQ $41.18)
  • $41.18 P/E (TTM): 11.68X Cap: $86.24B
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• Peyto Exploration & Development Corp. (PEY $19.05)
  • $19.05 P/E (TTM): 12.78X Cap: $3.78B
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• Tourmaline Oil Corp. (TOU $58.15)
  • $58.15 P/E (TTM): 14.49X Cap: $21.68B
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• Whitecap Resources Inc. (WCP $10.08)
  • $10.08 P/E (TTM): 6.92X Cap: $5.91B
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• Advantage Energy Ltd. (AAV $10.89)
  • $10.89 Cap: $1.82B
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• Kelt Exploration Ltd. (KEL $6.82)
  • $6.82 P/E (TTM): 26.68X Cap: $1.34B
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• Tamarack Valley Energy Ltd. (TVE $5.39)
  • $5.39 P/E (TTM): 11.36X Cap: $2.69B
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Q: Hi gang,
Looking into buying energy stocks. Can you please recommend 3 oil stocks, 3 gas stocks and 3 mix oil and gas 50/50.
Thanks. Alnoor

Upvote 10

Read Answer Asked by Alnoor on April 11, 2024

• Southern Silver Exploration Corp. (SSV $0.21)
  • $0.21 Cap: $69M
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Q: Can you share your thoughts on a high risk investment for ssv?

Upvote 1

Read Answer Asked by Mike on April 11, 2024

• Toronto-Dominion Bank (The) (TD $100.94)
  • $100.94 P/E (TTM): 10.31X Cap: $173.59B
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Q: Not sure if this is a legit question for you. When there was a class action lawsuit on XBC, you indicated in an answer to one of your members that it wasn't worth your time. Would you mind giving your opinion about the TD Class Action lawsuit, covering the period December 3, 2015 to March 9, 2017. I can only verify that I held 153 shares. Thanks.

Upvote 3

Read Answer Asked by Brad on April 11, 2024

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $44.79)
  • $44.79 P/E (TTM): 79.72X Cap: $22.16B
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• Lundin Mining Corporation (LUN $15.84)
  • $15.84 Cap: $13.33B
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• Capstone Copper Corp. (CS $9.09)
  • $9.09 P/E (TTM): 66.88X Cap: $6.60B
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Q: What are your best bets foe copper stocks

Upvote 4

Read Answer Asked by hal on April 11, 2024

• BMO Mid Provincial Bond Index ETF (ZMP $14.02)
  • $14.02 Cap: $439M
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• iShares Convertible Bond Index ETF (CVD $17.82)
  • $17.82 Cap: $98M
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Q: I have the fixed portion of my portfolio equally distributed across these two ETF's. The yield from CVD is much better currently at 5.33%, and ZMP is currently 3.05%. Any risk I'm not seeing if I only own CVD and get the higher yield?

Upvote 3

Read Answer Asked by Michael on April 11, 2024

• Propel Holdings Inc. (PRL $34.36)
  • $34.36 P/E (TTM): 18.38X Cap: $1.33B
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Q: So the stock does nothing for 2 years and now its the hottest item on 5i for the last 6 months, does it tell us anything about the consumer in the last 6 months and investors.
Thanks Again

Upvote 22

Read Answer Asked by eugene on April 11, 2024

• MP Materials Corp. (MP $74.95)
  • $74.95 Cap: $12.87B
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Q: Read your March 26 notes to Ed and HOLD valuation but wondered if the 58+m award might be significant in the interim pending 2025 recovery?

Upvote 1

Read Answer Asked by Mike on April 11, 2024

Q: With the US inflation numbers showing a spike and markets selling off today, what do you see markets doing in the short and medium term. How important were the inflation numbers?

Upvote 11

Read Answer Asked on April 11, 2024

• Toronto-Dominion Bank (The) (TD $100.94)
  • $100.94 P/E (TTM): 10.31X Cap: $173.59B
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• Bank of Nova Scotia (The) (BNS $77.71)
  • $77.71 P/E (TTM): 16.15X Cap: $96.28B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $129.50)
  • $129.50 P/E (TTM): 17.44X Cap: $29.42B
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• Constellation Software Inc. (CSU $4,681.20)
  • $4,681.20 P/E (TTM): 96.06X Cap: $101.75B
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• TerraVest Industries Inc. (TVK $165.41)
  • $165.41 P/E (TTM): 39.58X Cap: $3.16B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $132.26)
  • $132.26 P/E (TTM): 19.87X Cap: $1.53B
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• Lumine Group Inc. (LMN $51.20)
  • $51.20 Cap: $13.13B
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Q: Grandson now has maxed out TFSA and FHSA accounts . so has a total of $15000 to invest. Looking for your top 5 names in Canada for someone with long time horizon. thanks as always for great service

Upvote 17

Read Answer Asked by Dale on April 11, 2024

• TerraVest Industries Inc. (TVK $165.41)
  • $165.41 P/E (TTM): 39.58X Cap: $3.16B
  • View TVK Profile
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $132.26)
  • $132.26 P/E (TTM): 19.87X Cap: $1.53B
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• Super Micro Computer Inc. (SMCI $46.43)
  • $46.43 P/E (TTM): 24.37X Cap: $26.97B
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Q: For my more speculative investments I have a starter position in SMCI and TVK. At this time would you consider moving up to a half position in one of these, or purchasing a starter position in HPS?
Thanks

Upvote 9

Read Answer Asked by Gordon on April 11, 2024

• BCE Inc. (BCE $33.77)
  • $33.77 P/E (TTM): 79.79X Cap: $30.95B
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• TELUS Corporation (T $22.13)
  • $22.13 P/E (TTM): 34.53X Cap: $33.42B
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Q: Need to raise cash. A half position in Tell us would work with a 13% loss.Or full position in Toronto Dominion Bank with a 6.5% loss .I also own a full position in Bell and no other bank stock.Core holdings are ENB and CIG447.Your take On best one much appreciated. Tks.Larry

Upvote 2

Read Answer Asked by Larry on April 11, 2024

• TerraVest Industries Inc. (TVK $165.41)
  • $165.41 P/E (TTM): 39.58X Cap: $3.16B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $132.26)
  • $132.26 P/E (TTM): 19.87X Cap: $1.53B
  • View HPS.A Profile
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• Propel Holdings Inc. (PRL $34.36)
  • $34.36 P/E (TTM): 18.38X Cap: $1.33B
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Q: Please rank these 3 stocks for a growth focus (5-10years)if buying today.

Upvote 14

Read Answer Asked by Timothy on April 11, 2024

• goeasy Ltd. (GSY $210.01)
  • $210.01 P/E (TTM): 13.19X Cap: $3.40B
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Q: As a shareholder I got the invitation to virtual annual meeting and beside other questions in the agenda they mentioned APPROVAL OF SHARE SPLIT. I didn't find any reference to this actions neither in the company news not within external soources. Have you haerd something about that? Thank you for great service!

Upvote 11

Read Answer Asked by Galina on April 11, 2024

• EQB Inc. (EQB $100.89)
  • $100.89 P/E (TTM): 10.41X Cap: $3.91B
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• Propel Holdings Inc. (PRL $34.36)
  • $34.36 P/E (TTM): 18.38X Cap: $1.33B
  • View PRL Profile
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Q: Hi Team,
Two-part question... What is your take on the news today of Propel launching an insurance product? Do you have any further details on this, and do you feel it will be a lucrative addition to the business with growth potential? Also, EQB today had news of a 300 million deposit note...is this a significant event for the company?

Thanks,
Shane.

Upvote 11

Read Answer Asked by Shane on April 10, 2024