Investment Q&A

• Brookfield Corporation Class A Limited Voting Shares (BN $92.72)
  • $92.72 P/E (TTM): 234.96X Cap: $148.46B
  • View BN Profile
  • View Questions on BN

Q: Can you provide the percentage of revenues that BN has domiciled outside of Canada.

Upvote 10

Read Answer Asked by Kim on May 10, 2024

• NVIDIA Corporation (NVDA $178.34)
  • $178.34 P/E (TTM): 56.04X Cap: $4.39T
  • View NVDA Profile
  • View Questions on NVDA

Q: Hi Team,
This earnings season has seen many growth stocks , especially tech; get absolutely smashed for not exceeding expectations. This being said, would it be wise to sell some Nvda before earnings as I am overweight? I am wondering if this will be any other name that drops 20% because it didn’t beat analysts estimates quite enough ? Or do I just ride the wave being my investment time frame is 10yrs plus?

Thoughts ?

Upvote 10

Read Answer Asked by Shane on May 10, 2024

• Bedford Metals Corp. (BFM $0.30)
  • $0.30 Cap: $24M
  • View BFM Profile
  • View Questions on BFM

Q: Can you tell me any info you have on this stock in regards of management,production,debt ,inside ownership any upcoming catalyst and what you think could be an attractive entry point and would consider for a highly speculative and volatile 6-12 month hold thank you

Upvote 3

Read Answer Asked by Greg on May 10, 2024

• iShares Canadian Value Index ETF (XCV $43.38)
  • $43.38 P/E (TTM): 3.61X Cap: $76M
  • View XCV Profile
  • View Questions on XCV

Q: Your opinions of the Mutual funds listed and suggestions of lower fee ETFs'. Much appreciated- ane

Upvote 1

Read Answer Asked by jane on May 10, 2024

• Freehold Royalties Ltd. (FRU $13.12)
  • $13.12 P/E (TTM): 13.14X Cap: $2.13B
  • View FRU Profile
  • View Questions on FRU

Q: Can I get your analysis of Freehold’s recent quarter. The dividend is nice but growth seems to be stagnant.
Thanks.

Upvote 2

Read Answer Asked by Dan on May 10, 2024

Q: Is there a Canadian ETF similar to the Sprott Uranium ETF URNM which only trades in the US .

Upvote 1

Read Answer Asked by Guy R. on May 10, 2024

• Surge Energy Inc. (SGY $7.27)
  • $7.27 Cap: $727M
  • View SGY Profile
  • View Questions on SGY

Q: hi folks....opinion/thoughts on Q1 results for Surge energy Sgy/t.....net loss & lots of reasons by management.....do you have faith in management, and would you rate the stock going forward....Buy/Hold/Sell......thanks as always, jb

Upvote 3

Read Answer Asked by John on May 10, 2024

• Fortis Inc. (FTS $69.55)
  • $69.55 P/E (TTM): 20.78X Cap: $34.50B
  • View FTS Profile
  • View Questions on FTS
• Emera Incorporated (EMA $65.09)
  • $65.09 P/E (TTM): 21.86X Cap: $19.21B
  • View EMA Profile
  • View Questions on EMA
• Algonquin Power & Utilities Corp. (AQN $8.27)
  • $8.27 Cap: $6.25B
  • View AQN Profile
  • View Questions on AQN
• Capital Power Corporation (CPX $57.26)
  • $57.26 P/E (TTM): 12.1X Cap: $7.87B
  • View CPX Profile
  • View Questions on CPX
  • View Reports on CPX

Q: I hold the above in a taxable account focused on dividend income. I also hold FTS separately. Increasingly I believe that there will be increased demand for renewable power to drive AI, electric charging cars etc... Do you have any recommendations that are dividend payers that would play into this theme of increased power demand?
Would you add to or remove any of the above based upon company fundamentals?

Thanks

Upvote 6

Read Answer Asked by Robert on May 10, 2024

• BMO S&P 500 Index ETF (ZSP $95.10)
  • $95.10 P/E (TTM): 57.09X Cap: $18.77B
  • View ZSP Profile
  • View Questions on ZSP
• BMO S&P 500 Index ETF (ZSP.U $68.96)
  • $68.96 P/E (TTM): 57.09X Cap: $2.32B
  • View ZSP.U Profile
  • View Questions on ZSP.U

Q: Presumably ZSP and ZSP.U are identical except for the currency. Does ZSP.U also pay its distributions in USD? I currently own ZSP. Do you if it is possible to directly convert ZSP to ZSP.U or do I have to through the process of selling ZSP, converting the cash to USD and then buying in ZSP.U using USD? Thanks as always. Your service is great.

Upvote 4

Read Answer Asked by Andre on May 10, 2024

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.52)
  • $18.52 Cap: $794M
  • View CBO Profile
  • View Questions on CBO
• iShares Core Canadian Universe Bond Index ETF (XBB $28.12)
  • $28.12 Cap: $8.18B
  • View XBB Profile
  • View Questions on XBB
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $44.01)
  • $44.01 P/E (TTM): 5.54X Cap: $17.57B
  • View XIC Profile
  • View Questions on XIC
• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.77)
  • $16.77 Cap: $824M
  • View XHY Profile
  • View Questions on XHY
• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $39.09)
  • $39.09 P/E (TTM): 10.93X Cap: $6.23B
  • View VIU Profile
  • View Questions on VIU
• Vanguard S&P 500 ETF (VOO $578.06)
  • $578.06 P/E (TTM): 57.15X Cap: $666.59B
  • View VOO Profile
  • View Questions on VOO

Q: Hoping you could suggest an ETF portfolio for an RRSP account with a minimum 12 years until withdrawals are made. The account is starting from scratch.
Thanks

Upvote 5

Read Answer Asked by Curtis on May 10, 2024

• Stantec Inc. (STN $153.25)
  • $153.25 P/E (TTM): 44.75X Cap: $17.09B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN

Q: Thoughts on Stantec's Q results?
Thanks as always.

Upvote 3

Read Answer Asked by Greg on May 10, 2024

• Boardwalk Real Estate Investment Trust (BEI.UN $72.23)
  • $72.23 P/E (TTM): 11.07X Cap: $3.80B
  • View BEI.UN Profile
  • View Questions on BEI.UN

Q: Can you comment on the quarter vs expectations. I thought results looked very strong with a nice NAV increase q/q but market didn’t care? Thanks

Upvote 1

Read Answer Asked by Scott on May 10, 2024

• Doman Building Materials Group Ltd. (DBM $8.62)
  • $8.62 P/E (TTM): 11.81X Cap: $743M
  • View DBM Profile
  • View Questions on DBM

Q: your comments on dbm earnings please.
thank you

Upvote 2

Read Answer Asked by howard on May 10, 2024

• Suncor Energy Inc. (SU $53.97)
  • $53.97 P/E (TTM): 10.88X Cap: $66.11B
  • View SU Profile
  • View Questions on SU

Q: SUncor has suggested that once they reach 12B in debt that they will return 75% of free cash flow to shareholders. As a shareholder I like that. My question is why wouldnt paying down debt be a better marker for shareholders? While I recognize that the Company can write off interest expense against their income, it seems incongruous.

Upvote 5

Read Answer Asked by Kelly on May 10, 2024

• EPAM Systems Inc. (EPAM $149.95)
  • $149.95 P/E (TTM): 21.12X Cap: $8.68B
  • View EPAM Profile
  • View Questions on EPAM

Q: Can you please comment on earnings and whether this is a buy, hold or sell. Thank you!

Upvote 1

Read Answer Asked by Neil on May 10, 2024

• Sangoma Technologies Corporation (STC $8.01)
  • $8.01 Cap: $262M
  • View STC Profile
  • View Questions on STC

Q: What is your thoughts on Q3 results. The cash flow generation seems big and the new analyst targets seem encouraging and net debt is down alot.

Upvote 2

Read Answer Asked by Charles on May 10, 2024

• Linamar Corporation (LNR $68.64)
  • $68.64 P/E (TTM): 15.88X Cap: $4B
  • View LNR Profile
  • View Questions on LNR

Q: Hi there could you please comment on yesterdays earnings report and whether it’s at a decent point (given todays rise) to initiate a position for 3-5 years?

Thanks!

Upvote 2

Read Answer Asked by Robert on May 10, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.24)
  • $127.24 P/E (TTM): 18.62X Cap: $1.47B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: What a great recommendation at $52.25 on Oct 10/23,then rocketed to recent High of $160.51,and returned to $103.50 today. Is it buyable today?What is a good entry price? Txs for U iusual great services & views

Upvote 15

Read Answer Asked by Peter on May 10, 2024

• Whitecap Resources Inc. (WCP $10.24)
  • $10.24 P/E (TTM): 7.06X Cap: $6.05B
  • View WCP Profile
  • View Questions on WCP
• Nutrien Ltd. (NTR $81.28)
  • $81.28 P/E (TTM): 55.11X Cap: $39.37B
  • View NTR Profile
  • View Questions on NTR

Q: Considering the recent run-up of nutrient would you change your entry level price of 65$ and secondly would you consider a switch from White Cap to nutrient at what price to offer more upside? Currently I am overweight and On margin with white cap with the dividend all but paying the interest. Any thoughts .and tks.Larry

Upvote 4

Read Answer Asked by Larry on May 10, 2024

• Docebo Inc. (DCBO $42.09)
  • $42.09 P/E (TTM): 40.39X Cap: $1.22B
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO

Q: Please comment on earning. Thanks for your excellent service.

Upvote 6

Read Answer Asked by Lai Kuen on May 10, 2024