Investment Q&A

• Great-West Lifeco Inc. (GWO $52.06)
  • $52.06 P/E (TTM): 12.64X Cap: $48.49B
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Q: Good Afternoon
Recently I noted insider sales by both the CFO and CEO.
Can you please comment whether this is significant.
Thanks

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Read Answer Asked by Terry on June 19, 2023

• Fortis Inc. (FTS $68.79)
  • $68.79 P/E (TTM): 20.78X Cap: $34.50B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $42.91)
  • $42.91 P/E (TTM): 522.13X Cap: $28.09B
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Q: If you were to only hold one utility which would you choose? Would FTS or BIP.UN be one of them? If so, which would you select between those two for total return?

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Read Answer Asked by Gerry on June 19, 2023

• Fireweed Metals Corp. (FWZ $2.35)
  • $2.35 Cap: $432M
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Q: I see in your response to a reader asking for 100 Baggers you mention FWZ...can you elaborate on the company...please and thank you...Cheers

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Read Answer Asked by Cam on June 19, 2023

• Amplify Travel Tech ETF (AWAY $21.36)
  • $21.36 P/E (TTM): 24.81X Cap: $45M
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Q: I'm in the process of cleaning up our portfolio. Away:US has been a disappointment so far and we are in the red for this one, is there any reason to keep this ?

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Read Answer Asked by Gord on June 19, 2023

Q: Hi, I want to buy Sonova Holding AG. It is a swiss company - how do i buy that as a canadian? Can I?

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Read Answer Asked by Max on June 19, 2023

• ASML Holding N.V. (ASML $699.36)
  • $699.36 P/E (TTM): 30.66X Cap: $275.04B
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Q: Hi,
I have learned about the amazing company that is responsible for the world's computer chips.
It is traded on the NASDAQ I believe.
Do you think all of the gain is priced-in, or is a position warranted?

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Read Answer Asked by D on June 19, 2023

• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $59.58)
  • $59.58 P/E (TTM): 47.22X Cap: $68M
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• BMO Equal Weight Utilities Index ETF (ZUT $24.57)
  • $24.57 P/E (TTM): 38.82X Cap: $724M
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• BMO Equal Weight Oil & Gas Index ETF (ZEO $74.70)
  • $74.70 P/E (TTM): 15.43X Cap: $217M
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• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $61.27)
  • $61.27 P/E (TTM): 64.56X Cap: $457M
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• iShares S&P/TSX Capped REIT Index ETF (XRE $15.68)
  • $15.68 P/E (TTM): 29.82X Cap: $1.46B
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• iShares S&P/TSX Capped Utilities Index ETF (XUT $30.61)
  • $30.61 P/E (TTM): 42.71X Cap: $321M
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• Vanguard Real Estate Index Fund ETF (VNQ $89.83)
  • $89.83 P/E (TTM): 79.73X Cap: $33.74B
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• iShares Global Healthcare ETF (IXJ $84.77)
  • $84.77 P/E (TTM): 64.56X Cap: $3.69B
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• Financial Select Sector SPDR (XLF $51.91)
  • $51.91 P/E (TTM): 43.38X Cap: $52.40B
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• Materials Select Sector SPDR (XLB $87.87)
  • $87.87 P/E (TTM): 60.53X Cap: $5.25B
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• Vanguard Information Technology ETF (VGT $689.73)
  • $689.73 P/E (TTM): 82.62X Cap: $87.51B
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• Industrial Select Sector SPDR (XLI $151.12)
  • $151.12 P/E (TTM): 63.45X Cap: $23.13B
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• TD Global Technology Leaders Index ETF (TEC $47.68)
  • $47.68 P/E (TTM): 52.94X Cap: $3.09B
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• iShares Global Comm Services ETF (IXP $114.95)
  • $114.95 P/E (TTM): 27.07X Cap: $542M
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Q: Could you pls provide ETFs for dividend and capital growth over the next 12 months for each of:
Communications Services, Consumer Discretionary, Consumer Staples, Energy, Financial, Health Care, Industrials, Information Technology, Materials, Real Estate, and Utilities?

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Read Answer Asked by Ron on June 19, 2023

• Vertex Resource Group Ltd. (VTX $0.25)
  • $0.25 Cap: $30M
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Q: would you please update your opinioin on this company. THANK YOU

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Read Answer Asked by Ted on June 19, 2023

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $184.03)
  • $184.03 P/E (TTM): 17.11X Cap: $10.15B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Hi folks,
Looking to add to my RRSP account. I am considering AW.UN or CTC.A. Which one would you recommend at this time. I want something with a good solid yield with some growth down the road.
Thanks

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Read Answer Asked by JOHN on June 19, 2023

• Atrion Corporation (ATRI)
  • P/E (TTM): 64.5X Cap: $809M
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Q: Kindly share the outlook for this name - buyable or not?

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Read Answer Asked by Jeff on June 19, 2023

• Pembina Pipeline Corporation (PPL $51.32)
  • $51.32 P/E (TTM): 16.75X Cap: $29.81B
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Q: Sorry, I know you get many similar questions.
Could you tell me the ex-dividend date for PPL this month ?
I've seen on the web Jun8, Jun13, Jun14 !! I bought Jun13.
What would be a reliable source?
Thanks

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Read Answer Asked by Denise on June 19, 2023

• Reitmans (Canada) Limited (RET $2.00)
  • $2.00 P/E (TTM): 12.5X Cap: $100M
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Q: Can you comment on Reitmans just released results,the appointment of its new President,and your thinking on it’s prospects.

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Read Answer Asked by Kim on June 19, 2023

• Dream Office Real Estate Investment Trust (D.UN $16.42)
  • $16.42 Cap: $306M
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• Dream Industrial Real Estate Investment Trust (DIR.UN $11.51)
  • $11.51 P/E (TTM): 26.77X Cap: $3.36B
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• DREAM Unlimited Corp. Class A Subordinate Voting Shares (DRM $20.96)
  • $20.96 P/E (TTM): 5.56X Cap: $889M
  • View DRM Profile
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Q: Can you break down their exposure to various types of real estate? Eg. Commercial, apartment, industrial. How does the recent issuer bud change this?

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Read Answer Asked by Cory on June 19, 2023

• Gear Energy Ltd. (GXE $0.48)
  • $0.48 P/E (TTM): 10.6X Cap: $126M
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Q: What are your thoughts on the safety of GXE’s dividend?

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Read Answer Asked by Andre on June 19, 2023

• Computer Task Group Incorporated (CTG)
  • P/E (TTM): 307.85X Cap: $168M
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Q: Peter and His Wonder Team
I have held this stock for some time and am up. The truth is I have lost touch with this company and not sure if I should take a profit and look else where. Your assessment of CTG future prospects please! Your opinions are always helpful ...thanks!

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Read Answer Asked by Ernest on June 19, 2023

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $37.69)
  • $37.69 P/E (TTM): 5.68X Cap: $978M
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Q: you recently answered question re XIC vs CDZ like this:
we would prefer XIC as it has a lower MER at 0.06%, vs. CDZ at 0.66%

I've gone with CDZ in the past because of its lower holdings in financials. Does XiC's lower MER make up for the higher allocation?

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Read Answer Asked by M.S. on June 19, 2023

• Allied Properties Real Estate Investment Trust (AP.UN $17.08)
  • $17.08 Cap: $2.18B
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Q: Allied Properties yesterday made a change from a closed end trust to an open ended trust.
Can you please comment with respect to the impact on the shareholders of this change.
Thanks.

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Read Answer Asked by Terry on June 16, 2023

• Amazon.com Inc. (AMZN $211.65)
  • $211.65 P/E (TTM): 34.98X Cap: $2.25T
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• Alphabet Inc. (GOOG $195.75)
  • $195.75 P/E (TTM): 21.2X Cap: $2.36T
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• Alphabet Inc. (GOOGL $195.04)
  • $195.04 P/E (TTM): 21.11X Cap: $2.35T
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• Microsoft Corporation (MSFT $535.64)
  • $535.64 P/E (TTM): 40.53X Cap: $3.98T
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• Arista Networks Inc. (ANET $120.35)
  • $120.35 P/E (TTM): 49.61X Cap: $151.15B
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• Coherent Corp. (COHR $106.74)
  • $106.74 Cap: $16.59B
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• Fabrinet (FN $329.57)
  • $329.57 P/E (TTM): 35.1X Cap: $11.48B
  • View FN Profile
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• Credo Technology Group Holding Ltd (CRDO $114.70)
  • $114.70 P/E (TTM): 370.9X Cap: $19.68B
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Q: Would you consider these as early winners as AI "picks and shovels", quite apart from SMCI which has had a huge run-up?
What are your views on other hardware for cloud benefitting from AI - such as, IBM DELL HPE NET and CSCO. Bottom line - which are buyable today or could you suggest buy prices?

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Read Answer Asked by sam on June 16, 2023

• Thermo Fisher Scientific Inc (TMO $466.57)
  • $466.57 P/E (TTM): 27.16X Cap: $176.18B
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• GE HealthCare Technologies Inc. (GEHC $70.64)
  • $70.64 P/E (TTM): 14.67X Cap: $32.25B
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Q: I own GEHC and am thinking about buying TMOas I want to participate in the pick and shovel theme do you feel that there is too much overlap owning both companies? if so is there another name you could recommend thanks Richard

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Read Answer Asked by richard on June 16, 2023

• Moody's Corporation (MCO $519.85)
  • $519.85 P/E (TTM): 42.63X Cap: $93.26B
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• Broadridge Financial Solutions Inc. (BR $248.46)
  • $248.46 P/E (TTM): 36.79X Cap: $29.18B
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• S&P Global Inc. (SPGI $563.02)
  • $563.02 P/E (TTM): 42.86X Cap: $171.89B
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Q: Would you consider Broadridge Financial (BR) a buy at its current price or are there other companies in this space that you like better at the moment for the long term? Thanks

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Read Answer Asked by Richard on June 16, 2023