Investment Q&A

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $212.51)
  • $212.51 P/E (TTM): 53.26X Cap: $10.46B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $170.94)
  • $170.94 P/E (TTM): 97.92X Cap: $212.29B
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Q: Your expert opinion on earnings please and of course your analysis of the outlook. Thank you, Sheldon

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Read Answer Asked by Sheldon on August 03, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $170.94)
  • $170.94 P/E (TTM): 97.92X Cap: $212.29B
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• Nutrien Ltd. (NTR $81.72)
  • $81.72 P/E (TTM): 55.11X Cap: $39.37B
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Q: Please comment on the earning . Is SHOP growth slowing ? Thanks a lot.

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Read Answer Asked by Lai Kuen on August 03, 2023

Q: Lost returns from listening to esteemed, perennial doomsayers. Includes David Rosenberg.

https://ritholtz.com/2023/08/10-wednesday-am-reads-341/

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Read Answer Asked by Joseph on August 03, 2023

• Topicus.com Inc. (TOI $185.78)
  • $185.78 P/E (TTM): 97.02X Cap: $24.04B
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Q: Does Toi report its Q on Aug 3.What are the estimates for Eps & Rev. Txs for u usual great services and views

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Read Answer Asked by Peter on August 03, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $125.00)
  • $125.00 P/E (TTM): 18.62X Cap: $1.47B
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Q: Was the time to buy Hammond not 2020...? It was trading around 7 bucks a share.
I have become much more risk averse after buying stocks like ANRG,ILLM,XEBEQ,TIXT,
QST,GOOS,APPS,..MRS.H.
Thanks

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Read Answer Asked by Gordon on August 03, 2023

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $43.99)
  • $43.99 P/E (TTM): 78.96X Cap: $21.71B
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Q: Could you shed some light on TECK-B's disappointing quarterly results? Any news on the company's separating the 2 businesses?

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Read Answer Asked by Ted on August 02, 2023

• Perion Network Ltd (PERI $10.77)
  • $10.77 Cap: $489M
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Q: I am holding a small position of PERI with a small loses. Please give your opinions of the latest Q2 earning report and recommendation. Thank you. Bill.

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Read Answer Asked by Bill on August 02, 2023

• DuPont de Nemours Inc. (DD $71.21)
  • $71.21 Cap: $29.67B
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Q: DD looks undervalued, do you think this is a stock worth owning ?

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Read Answer Asked by Robbie on August 02, 2023

• Rockwell Automation Inc. (ROK $341.94)
  • $341.94 P/E (TTM): 43.39X Cap: $39.46B
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Q: I have watched ROK for a while wondering if I should step up as I always saw it as a complimentary piece with ATS - which I have owned for a while. Do you see their earnings miss as a good time to pick up an asset in a space that investors should be looking to get exposure to? Thank you

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Read Answer Asked by Martin on August 02, 2023

• Dye & Durham Limited (DND $10.80)
  • $10.80 Cap: $726M
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Q: Is DND worth holding. Its underwater. Any chance of a recovery?

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Read Answer Asked by Margot on August 02, 2023

• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $26.26)
  • $26.26 Cap: $17.29B
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Q: BEP : I just invested in my RRSP ,with 5% a loss in one day,(the stock dropped already 10% in a few days) ,how to explain such a trend for this large and well positioned Cie,are the investment + dividend safe?

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Read Answer Asked by Jean-Yves on August 02, 2023

• Johnson & Johnson (JNJ $171.24)
  • $171.24 P/E (TTM): 18.61X Cap: $411.92B
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• Eli Lilly and Company (LLY $768.57)
  • $768.57 P/E (TTM): 62.03X Cap: $728.80B
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• Merck & Company Inc. (MRK $80.63)
  • $80.63 P/E (TTM): 11.55X Cap: $200.53B
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Q: One gets weary of the seemingly endless legal battles that JNJ continues to suffer. I have held on to shares assuming all sides would surely give in to battle-fatigue. My assumption looks wrong, especially after yet another defeat by JNJ on Friday July 28. Worth holding or move on? As always, your opinion backed by your own reasoning would be much appreciated. If you think best trim or sell, what dividend payer in health care would you favor today (US only).

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Read Answer Asked by Adam on August 02, 2023

• Decisive Dividend Corporation (DE $7.44)
  • $7.44 P/E (TTM): 58.66X Cap: $147M
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Q: Hi Guys,

Please provide additional information on Decisive Dividend corp, would it be on your radar for one of your portfolios.

thanks

Jim

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Read Answer Asked by jim on August 02, 2023

• CAVA Group Inc. (CAVA $87.37)
  • $87.37 P/E (TTM): 70.25X Cap: $9.89B
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Q: What are your thoughts on CAVA after its fairly recent IPO?

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Read Answer Asked by Dave on August 02, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $125.00)
  • $125.00 P/E (TTM): 18.62X Cap: $1.47B
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Q: Your comments please on HPS.A earnings. Based on the results, would you see continued upside for the shares.

Thanks

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Read Answer Asked by Greg on August 02, 2023

• Kforce Inc. (KFRC $33.90)
  • $33.90 P/E (TTM): 14.33X Cap: $679M
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Q: May you please comment on their quarter?
Would you hang on or move on?
Im sitting on a 20% loss in a registered account?
Thank you

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Read Answer Asked by Amir on August 02, 2023

• Canadian Pacific Kansas City Limited (CP $102.91)
  • $102.91 P/E (TTM): 24.35X Cap: $93.83B
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• Reliance Inc. (RS $285.69)
  • $285.69 P/E (TTM): 20.14X Cap: $14.97B
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Q: Please comment on latest earnings reports and your recommendations on these. Thank you.

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Read Answer Asked by D on August 02, 2023

• Miscellaneous (MISC)
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• iShares MSCI World Index ETF (XWD $101.08)
  • $101.08 P/E (TTM): 13.1X Cap: $1.23B
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• Vanguard All-Equity ETF Portfolio (VEQT $48.90)
  • $48.90 P/E (TTM): 4.23X Cap: $7.79B
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• Vanguard Total World Stock ETF (VT $129.71)
  • $129.71 P/E (TTM): 3.07X Cap: $46.42B
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• iShares Core Equity ETF Portfolio (XEQT $36.16)
  • $36.16 P/E (TTM): 11.59X Cap: $8.56B
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Q: Hi there, there are many "all in one" etfs to pick from these days. If a person wanted to have a super simple portfolio, what would be your favourite (or the best) ETF to hold to gain 100% equity exposure that would require the least amount of maintenance? I know there is XEQT, VEQT, XAW, VXC, XWD, HGRO and many more. What would be your favourite? (Does not have to appear on the ones I have listed)

Thanks!

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Read Answer Asked by Michael on August 02, 2023

• ZoomInfo Technologies Inc. (ZI)
  • P/E (TTM): 116.87X Cap: $3.52B
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Q: Good afternoon,

Can I please get your opinion on the recent earnings? Is it still worth holding, and if not, can you please suggest two other small-cap higher risk US growth stocks with positive momentum.
Thank,

Brad

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Read Answer Asked by Bradley on August 02, 2023

• Johnson & Johnson (JNJ $171.24)
  • $171.24 P/E (TTM): 18.61X Cap: $411.92B
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• Eli Lilly and Company (LLY $768.57)
  • $768.57 P/E (TTM): 62.03X Cap: $728.80B
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Q: Would welcome your thoughts on latest news- the litigation problem is not going away. Want to keep US healthcare exposure - what about a swap to LLY?

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Read Answer Asked by Scott on August 02, 2023