Investment Q&A

• Maple Leaf Foods Inc. (MFI $28.76)
  • $28.76 P/E (TTM): 6.92X Cap: $3.53B
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• Magna International Inc. (MG $76.50)
  • $76.50 P/E (TTM): 19.62X Cap: $21.68B
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• Premium Brands Holdings Corporation (PBH $93.37)
  • $93.37 P/E (TTM): 65.16X Cap: $4.13B
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Q: A recent analysis from Queen's University points out that consumers could see the prices of goods and services drop by up to 14.5% if free trade between the provinces were to be achieved. Which Canadian companies would benefit the most from elimination of interprovincial trade barriers?

Upvote 6

Read Answer Asked by James on January 17, 2025

• Aurora Spine Corporation (ASG $0.28)
  • $0.28 Cap: $21M
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Q: Hi team. You have not answered any questions on Aurora since 2022. The stock seems to be gaining momentum since September. What are you views on it now?

Upvote 2

Read Answer Asked by Ken on January 17, 2025

• Lockheed Martin Corporation (LMT $648.92)
  • $648.92 P/E (TTM): 30.22X Cap: $150.20B
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• Suncor Energy Inc. (SU $81.64)
  • $81.64 P/E (TTM): 16.28X Cap: $96.68B
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• Cenovus Energy Inc. (CVE $31.77)
  • $31.77 P/E (TTM): 14.97X Cap: $60.64B
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• CAE Inc. (CAE $38.08)
  • $38.08 P/E (TTM): 33.02X Cap: $11.88B
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• Stantec Inc. (STN $120.98)
  • $120.98 P/E (TTM): 29.22X Cap: $13.80B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $67.24)
  • $67.24 P/E (TTM): 26.61X Cap: $34.90B
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• North West Company Inc. (The) (NWC $54.64)
  • $54.64 P/E (TTM): 18.49X Cap: $2.57B
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• Agnico Eagle Mines Limited (AEM $287.00)
  • $287.00 P/E (TTM): 25.12X Cap: $149.15B
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• iShares U.S. Aerospace & Defense ETF (ITA $230.60)
  • $230.60 P/E (TTM): 20.14X Cap: $15.63B
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Q: I'm looking for suggestions for stocks or ETFs that would benefit from increased investment in the north (either infrastructure-, defense- or resource-related). Do you have any suggestions of opportunities that warrant further investigation for a 'northern/artic play'? I can't help but feel that all the talk south of the border about Greenland, Canadian resources, etc. that someone will be spending substantially more in the north over the next 4 years...

Upvote 6

Read Answer Asked by Jordan on January 17, 2025

• Freeport-McMoRan Inc. (FCX $56.41)
  • $56.41 P/E (TTM): 40.49X Cap: $85.09B
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Q: I recently purchased FCX and watched it go down 20%. What is the reason? Is it time to add? Is more patience required?
Thanks!

Upvote 6

Read Answer Asked by ALBERT on January 17, 2025

• South Bow Corporation (SOBO $45.58)
  • $45.58 P/E (TTM): 20.04X Cap: $9.38B
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Q: Your general opinion, and does SOBO have much in U.S. operations?

Upvote 5

Read Answer Asked by James on January 17, 2025

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $60.05)
  • $60.05 P/E (TTM): 32.77X Cap: $4.30B
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• INVESCO QQQ Trust (QQQ $595.02)
  • $595.02 P/E (TTM): 33.2X Cap: $385.05B
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Q: Hello, For both registered and unregistered accounts for say 10 years time frame, which one would you recommend ? QQQ or S&P500.? Also, would you suggest hedged or unhedged?
Thanks
Carlo

Upvote 4

Read Answer Asked by Carlo on January 17, 2025

• NVIDIA Corporation (NVDA $181.38)
  • $181.38 P/E (TTM): 37.97X Cap: $4.45T
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• Vertiv Holdings LLC Class A (VRT $259.28)
  • $259.28 P/E (TTM): 78.67X Cap: $101.53B
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Q: Hi. Do you still see AI story intact for 2025? If so, what stocks would you buy? thanks,

J

Upvote 8

Read Answer Asked by John on January 17, 2025

• Topicus.com Inc. (TOI $97.69)
  • $97.69 P/E (TTM): 322.56X Cap: $12.93B
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Q: Your thoughts please on the latest TOI acquisition? Looks to be fairly sizable.

Thx

Upvote 13

Read Answer Asked by blake on January 17, 2025

• Apple Inc. (AAPL $252.86)
  • $252.86 P/E (TTM): 33.01X Cap: $3.75T
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• Amazon.com Inc. (AMZN $207.77)
  • $207.77 P/E (TTM): 29.66X Cap: $2.24T
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• Alphabet Inc. (GOOG $302.06)
  • $302.06 P/E (TTM): 28.53X Cap: $3.67T
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• Microsoft Corporation (MSFT $396.68)
  • $396.68 P/E (TTM): 25.32X Cap: $2.98T
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• NVIDIA Corporation (NVDA $181.38)
  • $181.38 P/E (TTM): 37.97X Cap: $4.45T
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Q: Apple and Microsoft have grown to be well over 10% of my portfolio. I do not have Google or Amazon. Would you rebalance the 4 stocks into 4 equal parts? I also own NVDA.

Upvote 11

Read Answer Asked by Bryan on January 17, 2025

• TMX Group Limited (X $49.15)
  • $49.15 P/E (TTM): 31.95X Cap: $13.38B
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Q: Outlook for Tmx group,reasoning and recommended entry price please. Thanx.

Upvote 5

Read Answer Asked by Steve on January 17, 2025

• Mogotes Metals Inc. (MOG $0.42)
  • $0.42 Cap: $153M
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Q: Good morning,

Looking for your insights on MOG after recent announcement please.
Would you consider as a speculative buy?

Thank you.

Upvote 1

Read Answer Asked by Brad on January 17, 2025

• Miscellaneous (MISC)
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Q: Is there a formula or methodology that leans towards simple vs. Complex to determine the respective PEG ratio? Thank you

Upvote 5

Read Answer Asked by Bevan on January 17, 2025

• Miscellaneous (MISC)
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Q: Further to Brian's question today regarding sector allocations for growth and balanced portfolios, what would be your recommended sector allocations if USA and International equities are included in the portfolios?

Upvote 3

Read Answer Asked by Michael on January 17, 2025

• Symbotic Inc. (SYM $49.50)
  • $49.50 Cap: $30.45B
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Q: Between December and now, has your view of SYM changed? Have they cleaned up their issues that caused the drop in November? The short ratio is still quite high. Your overall thoughts would be appreciated. Thanks.

Upvote 1

Read Answer Asked by Alex on January 17, 2025

Q: Everyone, what surprises you the most about price targets and ratings? Clayton

Upvote 13

Read Answer Asked by Clayton on January 17, 2025

• NVIDIA Corporation (NVDA $181.38)
  • $181.38 P/E (TTM): 37.97X Cap: $4.45T
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Q: NVDX Can you tell me anything about this ETF. I see no data. Is it investible?

Upvote 2

Read Answer Asked by Helen on January 17, 2025

• Celestica Inc. (CLS $362.92)
  • $362.92 P/E (TTM): 37.12X Cap: $41.53B
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• Datadog Inc. (DDOG $123.71)
  • $123.71 P/E (TTM): 411.26X Cap: $44.99B
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Q: Hi Folks!

Could you tell me what the 24 month expected growth is for Datadog and Celestica? Do you see this as a good entry point or are these companies expensive based on your metrics? They have had quite the run up.
Would you wait for a pull back or be fine hopping in now.
This is for a 2-3 year hold.

Thanks so much for all you do!

Upvote 8

Read Answer Asked by Josh on January 17, 2025

• WELL Health Technologies Corp. (WELL $4.12)
  • $4.12 Cap: $1.03B
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Q: When does WELL release the year end results.

Upvote 3

Read Answer Asked by Robert on January 17, 2025

• FuboTV Inc. Class A (FUBO $1.19)
  • $1.19 P/E (TTM): 2.49X Cap: $1.49B
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Q: Is Fubo a good buy today?

Upvote 1

Read Answer Asked by Danielle on January 17, 2025

• Lumine Group Inc. (LMN $24.46)
  • $24.46 P/E (TTM): 97.11X Cap: $6.27B
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Q: I have a half position in LMN - with the current dip would you recommend topping it up or is there another stock you prefer?

Upvote 8

Read Answer Asked by TK on January 17, 2025