Investment Q&A

• KKR & Co. Inc. (KKR $142.28)
  • $142.28 P/E (TTM): 63.47X Cap: $126.76B
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• Blackstone Inc. (BX $171.62)
  • $171.62 P/E (TTM): 52.49X Cap: $126.49B
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• Apollo Global Management Inc. (APO $139.39)
  • $139.39 P/E (TTM): 25.24X Cap: $79.73B
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• Ares Management Corporation Class A (ARES $187.78)
  • $187.78 P/E (TTM): 146.81X Cap: $61.34B
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• Brookfield Corporation Class A Limited Voting Shares (BN $90.48)
  • $90.48 P/E (TTM): 234.26X Cap: $135.34B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.85)
  • $84.85 P/E (TTM): 45.09X Cap: $138.46B
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Q: Hi group ...Can you explain the difference between private equity and private credit. Also how to patriciate in this sector and what is your top 3 picks to start positions?...Thanks for your help

Upvote 6

Read Answer Asked by Terence on August 13, 2024

• Adaptimmune Therapeutics plc (ADAP $0.06)
  • $0.06 Cap: $15M
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Q: Greetings, can you please provide an analysis of the June 30/24 financial results and your assessment of future prospects. Would you rate it as a buy, hold or sell? Thank you.

Upvote 1

Read Answer Asked by Barbara on August 13, 2024

• e.l.f. Beauty Inc. (ELF $116.37)
  • $116.37 P/E (TTM): 68.68X Cap: $6.78B
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Q: Thoughts on ELF's latest quarter? Is it a buy/hold/sell? If a buy, what weighting would you apply in a growth portfolio?

Upvote 3

Read Answer Asked by Gooding on August 13, 2024

• BCE Inc. (BCE $35.37)
  • $35.37 P/E (TTM): 73.41X Cap: $32.98B
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• TELUS Corporation (T $22.65)
  • $22.65 P/E (TTM): 34.58X Cap: $34.76B
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Q: How safe is the dividend of Telus and BCE?

Upvote 8

Read Answer Asked by Danny on August 13, 2024

• Lumine Group Inc. (LMN $49.50)
  • $49.50 P/E (TTM): 195.63X Cap: $12.70B
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Q: Did lumine issue new stock in the past quarter? If so I guess they aren’t following the constellation playbook?

Upvote 7

Read Answer Asked by Cory on August 13, 2024

• Exchange Income Corporation (EIF $72.87)
  • $72.87 P/E (TTM): 29.76X Cap: $3.74B
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Q: Your thoughts on earnings and growth prospects for next 1-3 years

Upvote 7

Read Answer Asked by Bill on August 13, 2024

• Super Micro Computer Inc. (SMCI $45.37)
  • $45.37 P/E (TTM): 25.37X Cap: $27.07B
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Q: Can you please provide your opinion about starting a position in SMCI?

Upvote 5

Read Answer Asked by Gurdeep on August 13, 2024

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $58.84)
  • $58.84 P/E (TTM): 55.32X Cap: $3.84B
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Q: What happened to the price on Aug 8-9 it seems to have dropped 60 some odd %. I am hoping for a share split. I have not received any notification. Thanks

Upvote 2

Read Answer Asked by Gary on August 13, 2024

• Bank of Nova Scotia (The) (BNS $78.47)
  • $78.47 P/E (TTM): 16.29X Cap: $97.73B
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• BCE Inc. (BCE $35.37)
  • $35.37 P/E (TTM): 73.41X Cap: $32.98B
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• Enbridge Inc. (ENB $65.01)
  • $65.01 P/E (TTM): 22.93X Cap: $141.78B
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• TC Energy Corporation (TRP $70.56)
  • $70.56 P/E (TTM): 16.92X Cap: $73.33B
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Q: Is there any CAD dividend stock paying over 6% yield that you feel are safe and can be invested for a long-term.

Upvote 10

Read Answer Asked by Danny on August 13, 2024

• Hecla Mining Company (HL $7.67)
  • $7.67 P/E (TTM): 63.92X Cap: $5.13B
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Q: I have a few US dollars in my TFSA. Is Hecla Mining a buy here?

Upvote 1

Read Answer Asked by george on August 13, 2024

• Rogers Sugar Inc. (RSI $6.23)
  • $6.23 P/E (TTM): 13.52X Cap: $798M
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Q: Could you comment on results?

Upvote 2

Read Answer Asked by terrance on August 13, 2024

• Edwards Lifesciences Corporation (EW $78.26)
  • $78.26 P/E (TTM): 10.99X Cap: $45.94B
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Q: i've owned a half position in Edwards Lifesciences for several years in a basket of several important US medical companies. Certainly I see an opportunity to create a full position at these low levels. However I'm primarily a dividend investor close to retirement, and Edwards does not pay me a dividend. Is the company ever likely to pay a dividend ? What is the likely future for this company ten or twenty years out.

Upvote 2

Read Answer Asked by steve on August 13, 2024

• REV Group Inc. (REVG $52.31)
  • $52.31 P/E (TTM): 27.68X Cap: $2.55B
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Q: Thoughts on revg, thank you

Upvote 2

Read Answer Asked by Ada on August 13, 2024

• Lumine Group Inc. (LMN $49.50)
  • $49.50 P/E (TTM): 195.63X Cap: $12.70B
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Q: Why is Lumine collapsing?

Upvote 22

Read Answer Asked by Kim on August 13, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $195.60)
  • $195.60 P/E (TTM): 83.94X Cap: $254.15B
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• Ero Copper Corp. (ERO $19.13)
  • $19.13 P/E (TTM): 10.09X Cap: $1.98B
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• Elastic N.V. (ESTC $77.26)
  • $77.26 Cap: $8.15B
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• Encore Energy Corp. (EU $3.81)
  • $3.81 Cap: $712M
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• Vertiv Holdings LLC Class A (VRT $133.07)
  • $133.07 P/E (TTM): 83.56X Cap: $50.81B
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• Lumine Group Inc. (LMN $49.50)
  • $49.50 P/E (TTM): 195.63X Cap: $12.70B
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• Nextracker Inc. (NXT $60.58)
  • $60.58 P/E (TTM): 14.85X Cap: $8.96B
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Q: I'm looking to raise some cash by selling a combination of stocks. In what order would you sell from this particular list?

Upvote 10

Read Answer Asked by Alfred on August 13, 2024

• Sienna Senior Living Inc. (SIA $18.39)
  • $18.39 P/E (TTM): 45.12X Cap: $1.70B
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Q: Have held Sienna for about 4 years, and despite some ups and downs, currently have some decent capital gains on top of the nice dividend. I have been considering selling it, but now notice there is a new issue. Could you comment on the purpose of the new issue and if you consider Sienna a hold or sell. This is in an RSP, so no tax implications.
Thank-you

Upvote 1

Read Answer Asked by grant on August 13, 2024

• Amazon.com Inc. (AMZN $231.03)
  • $231.03 P/E (TTM): 33.76X Cap: $2.46T
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• Costco Wholesale Corporation (COST $972.04)
  • $972.04 P/E (TTM): 57.9X Cap: $431.07B
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• Alphabet Inc. (GOOGL $203.90)
  • $203.90 P/E (TTM): 21.68X Cap: $2.46T
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• Microsoft Corporation (MSFT $520.17)
  • $520.17 P/E (TTM): 38.8X Cap: $3.86T
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• Constellation Software Inc. (CSU $4,353.38)
  • $4,353.38 P/E (TTM): 97.21X Cap: $92.25B
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Q: Hi Folks,
I have some cash to deploy in my non registered account. I am looking at adding to CSU, AMZN, GOOGL, MSFT or COST. Would you please rank in order of adding to at current prices.
Thanks

Upvote 9

Read Answer Asked by JOHN on August 13, 2024

• WSP Global Inc. (WSP $278.16)
  • $278.16 P/E (TTM): 46.04X Cap: $36.30B
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Q: Any brief comments as it is after business hours, on the WSP acquisition and financing via receipts?

Upvote 12

Read Answer Asked by Aaron on August 12, 2024

Q: Good Morning,

The portfolioès update dated August 8, is the July report. Take this private if you wish.

Upvote 2

Read Answer Asked by Kelly on August 12, 2024

Q: Good day,

I am selling some positions and want build up cash. I have put it into TDB2914 Premium MMF at 4.52%. Is there any bettter options? How about a bond ETF?

Thanks,
George

Upvote 3

Read Answer Asked by George on August 12, 2024