Investment Q&A

• Descartes Systems Group Inc. (The) (DSG $136.98)
  • $136.98 P/E (TTM): 60.22X Cap: $11.75B
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• Advanced Micro Devices Inc. (AMD $174.95)
  • $174.95 P/E (TTM): 125.75X Cap: $283.91B
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• Canadian General Investments Limited (CGI $41.40)
  • $41.40 P/E (TTM): 27.8X Cap: $863M
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• ADF Group Inc. Subordinate Voting Shares (DRX $8.81)
  • $8.81 P/E (TTM): 5.21X Cap: $247M
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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: Good morning,

For a moderately aggressive investor with a two-year time horizon, how might you rank the listed stocks in terms of a new purchase today?

Thanks,

Brad

Upvote 10

Read Answer Asked by Bradley on April 13, 2024

• Zoetis Inc. Class A (ZTS $149.77)
  • $149.77 P/E (TTM): 26.75X Cap: $66.37B
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Q: Good morning,

Can you shed some light on Zoetis' decline this am?

Thank you.

Upvote 2

Read Answer Asked by Brad on April 13, 2024

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: Hi all...any idea where things stand with the class action against maxar?

Upvote 1

Read Answer Asked by dan on April 13, 2024

• Murphy Oil Corporation (MUR $23.21)
  • $23.21 P/E (TTM): 8.92X Cap: $3.23B
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• Alimentation Couche-Tard Inc. (ATD $69.66)
  • $69.66 P/E (TTM): 18.77X Cap: $66.04B
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• Caseys General Stores Inc. (CASY $519.65)
  • $519.65 P/E (TTM): 35.18X Cap: $19.32B
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• Murphy USA Inc. (MUSA $390.59)
  • $390.59 P/E (TTM): 15.71X Cap: $7.53B
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Q: Hello,

Can I please get your view on Murphy Oil (MUR). Could this be the US version of Alimentation Couche-Tard (TSX:ATD) into the future?

Thanks

Dave

Upvote 3

Read Answer Asked by David on April 13, 2024

Q: What is an average DIY investor in Canada asset value?
Miroslaw

Upvote 2

Read Answer Asked by Miroslaw on April 13, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.80)
  • $205.80 P/E (TTM): 83.42X Cap: $267B
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• Palo Alto Networks Inc. (PANW $175.40)
  • $175.40 P/E (TTM): 96.1X Cap: $116.95B
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• DocuSign Inc. (DOCU $68.02)
  • $68.02 P/E (TTM): 13.08X Cap: $13.74B
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• CrowdStrike Holdings Inc. (CRWD $435.80)
  • $435.80 Cap: $108.62B
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• UiPath Inc. Class A (PATH $10.50)
  • $10.50 Cap: $5.61B
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Q: Would you recommend buying PATH ( USD 21.40), DOCU (USD 59.25) and SHOP (CAD 98.46) , CRWD (USD 312)and PANW( USD 281) at current valuations?

Upvote 3

Read Answer Asked by V on April 13, 2024

Q: Please let me know your views on SIGA Technologies, many thanks.

Upvote 1

Read Answer Asked by MG on April 13, 2024

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: Is the sudden brief deep drop today with recovery indicative of any problem with the take over by Blackstone? Thank you.

Upvote 1

Read Answer Asked by Francis on April 13, 2024

• E Split Corp. Class A Shares (ENS $14.53)
  • $14.53 Cap: $248M
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Q: Why was ENS just offered at such a low price - nearly 6% discount? ENB was unaffected. Thanks.

Upvote 1

Read Answer Asked by David on April 13, 2024

• Suncor Energy Inc. (SU $53.50)
  • $53.50 P/E (TTM): 11.47X Cap: $65.67B
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• Brookfield Infrastructure Corporation (BIPC $40.27)
  • $40.27 Cap: $5.31B
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Q: Thinking about selling some suncor and replacing with brookfield infrastructure while it is out of favor, your thoughts please.

Upvote 2

Read Answer Asked by STEVE on April 12, 2024

• Fortinet Inc. (FTNT $78.47)
  • $78.47 P/E (TTM): 30.69X Cap: $60.12B
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• Palo Alto Networks Inc. (PANW $175.40)
  • $175.40 P/E (TTM): 96.1X Cap: $116.95B
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• Rapid7 Inc. (RPD $20.14)
  • $20.14 P/E (TTM): 44.69X Cap: $1.30B
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• CrowdStrike Holdings Inc. (CRWD $435.80)
  • $435.80 Cap: $108.62B
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• Roblox Corporation Class A (RBLX $129.53)
  • $129.53 Cap: $89.79B
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Q: Hello,

Can you please provide your current views on these two companies?
For a 3 to 5 years window, are they buy, hold or sell?

Thank you,

Upvote 4

Read Answer Asked by Bekaye on April 12, 2024

• Broadcom Inc. (AVGO $312.83)
  • $312.83 P/E (TTM): 113.82X Cap: $1.47T
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• Microsoft Corporation (MSFT $529.24)
  • $529.24 P/E (TTM): 38.25X Cap: $3.93T
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 58.73X Cap: $4.46T
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• Advanced Micro Devices Inc. (AMD $174.95)
  • $174.95 P/E (TTM): 125.75X Cap: $283.91B
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• Vertiv Holdings LLC Class A (VRT $143.72)
  • $143.72 P/E (TTM): 81.3X Cap: $54.88B
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Q: I already own MSFT, AMZN, VRT, and NVDA. I'm considering either adding to these positions OR buying AVGO or AMD? What do you suggest?

Upvote 12

Read Answer Asked by Graeme on April 12, 2024

• Hemisphere Energy Corporation (HME $1.94)
  • $1.94 P/E (TTM): 5.51X Cap: $187M
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• International Petroleum Corporation (IPCO $24.25)
  • $24.25 P/E (TTM): 57.17X Cap: $2.74B
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Q: These were two energy companies on your blog with large percentage upward revision estimates of EBIT. What is your assessment of them? Would you recommend purchasing either of them?

Upvote 1

Read Answer Asked by David on April 12, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN $90.35)
  • $90.35 P/E (TTM): 232.14X Cap: $148.85B
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Q: In a recent question about which stocks you would prioritize for TFSA, BN made the cut of the top 5 and was listed first (if this means anything). Can you provide details about BN and why it ranks as a top TFSA candidate? I assume it must have excellent potential.

Upvote 8

Read Answer Asked on April 12, 2024

• Zedcor Inc. (ZDC $4.35)
  • $4.35 P/E (TTM): 112.43X Cap: $451M
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Q: The share price has dropped since announcement of latest results. Is there cause for concern - or could this be a buying opportunity?

Upvote 1

Read Answer Asked by Kevin on April 12, 2024

• Fortis Inc. (FTS $69.63)
  • $69.63 P/E (TTM): 20.54X Cap: $34.92B
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• Emera Incorporated (EMA $65.21)
  • $65.21 P/E (TTM): 22.68X Cap: $19.42B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.77)
  • $50.77 P/E (TTM): 12.99X Cap: $5.70B
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• Capital Power Corporation (CPX $60.59)
  • $60.59 P/E (TTM): 18.6X Cap: $9.36B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $41.80)
  • $41.80 P/E (TTM): 504.0X Cap: $27.36B
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• Hydro One Limited (H $50.43)
  • $50.43 P/E (TTM): 24.99X Cap: $30.24B
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Q: Hello,

Thank you for all you do.

For a 5-10 yr hold, could you rank the above on total shareholder return vs risk (I am thinking debt exposure/interest rate risk), but there may be others.

Thank you

Upvote 8

Read Answer Asked by Delbert on April 12, 2024

• Amazon.com Inc. (AMZN $221.47)
  • $221.47 P/E (TTM): 33.73X Cap: $2.36T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.80)
  • $205.80 P/E (TTM): 83.42X Cap: $267B
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Q: Everyone. I own AMZN and SHOP in equal amounts. Should I sell one and use the proceeds to buy the other? If yes which one do I sell? I have a triple gain on AMZN and a six times gain on SHOP.. Clayton
PS only buy the best of the best…

Upvote 7

Read Answer Asked by Clayton on April 12, 2024

• Invesco CurrencyShares Swiss Franc Trust (FXF $109.89)
  • $109.89 Cap: $389M
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• Invesco CurrencyShares Japanese Yen Trust (FXY $62.29)
  • $62.29 P/E (TTM): 8.43X Cap: $563M
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Q: As a follow up to previous question about currency diversification. What would be your preferred vehicles for both the Swiss franc and the Japanese yen. Thanks

Upvote 1

Read Answer Asked by Deborah on April 12, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.80)
  • $205.80 P/E (TTM): 83.42X Cap: $267B
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• Associated Capital Group Inc. (AC $36.56)
  • $36.56 P/E (TTM): 20.21X Cap: $768M
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Q: Hi 5i
After inching its way past the $20 mark AC is heading down below $19 today , heavy volumes.... any idea whats happening today.

Shopify seems also to be on a steep downward trajectory...Would you continue to hold. 2 year horizon....What is your current outlook. Would you be strongly interested at these prices $97
thx

Upvote 3

Read Answer Asked by jim on April 12, 2024

• Badger Meter Inc. (BMI $192.29)
  • $192.29 P/E (TTM): 41.45X Cap: $5.54B
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Q: Your analysis please on Badger Meter! Thanks!

Upvote 1

Read Answer Asked by Adam on April 12, 2024