Investment Q&A

• Super Micro Computer Inc. (SMCI $45.20)
  • $45.20 P/E (TTM): 24.37X Cap: $26.61B
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• Vertiv Holdings LLC Class A (VRT $139.83)
  • $139.83 P/E (TTM): 81.35X Cap: $53.43B
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• Astera Labs Inc. (ALAB $179.43)
  • $179.43 P/E (TTM): 108.65X Cap: $29.79B
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Q: Would I be correct in saying that your recent answers are showing a preference for VRT rather than SMCI or ALAB? Can you rate each of the three on a scale of 1 to 10 (10 being a strong buy) and at what level you would buy each? Also, if you have in fact shifted slightly away from SMCI and to VRT as a fav, what makes it more desirable?

Upvote 11

Read Answer Asked by Tim on April 29, 2024

• Topicus.com Inc. (TOI $175.99)
  • $175.99 P/E (TTM): 87.6X Cap: $23.47B
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Q: What does the market expect from Topicus this week?

Thx

Upvote 8

Read Answer Asked by blake on April 29, 2024

• Payfare Inc. Class A Common Shares (PAY $4.00)
  • $4.00 P/E (TTM): 13.79X Cap: $191M
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Q: They issued delayed year end numbers. Seem pretty good. Cash of $1.65 a share. Please provide your thoughts. Thanks.

Upvote 5

Read Answer Asked by Murray on April 29, 2024

• Payfare Inc. Class A Common Shares (PAY $4.00)
  • $4.00 P/E (TTM): 13.79X Cap: $191M
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Q: Your comments please on the recent quarter. Do you like the space they are in? What is competition like, are there any other public companies focusing on payment processing to gig economy workers? Are you familiar with the management team, do you like them? Is the company on your radar to add to your coverage list?

Thanks.

Upvote 3

Read Answer Asked by Adam on April 29, 2024

• Kinsale Capital Group Inc. (KNSL $437.20)
  • $437.20 P/E (TTM): 25.27X Cap: $10.22B
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Q: Kinsdale earnings just released…stock I’d getting hit hard.I thought earnings were very good…Any idea what’s with the reaction?

Upvote 1

Read Answer Asked by Kim on April 29, 2024

• Payfare Inc. Class A Common Shares (PAY $4.00)
  • $4.00 P/E (TTM): 13.79X Cap: $191M
  • View PAY Profile
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Q: Hello,

What are your thoughts on Payfares earnings the ADP contract and its current valuation?

Does it even get close to registering on your favourite small cap list?

Upvote 2

Read Answer Asked by James on April 29, 2024

Q: Hello,

What are your thoughts on Alarum technologies and its current valuation? Thank you!

Upvote 1

Read Answer Asked by James on April 29, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $129.02)
  • $129.02 P/E (TTM): 19.87X Cap: $1.57B
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Q: Hello,

What key valuation metrics is Hammond Power trading at (PE, FCF yield, etc). What are the metrics after this huge run and will the growth ahead meet expectations?

Do you consider it a buy here after hitting its 50 day?

Upvote 6

Read Answer Asked by James on April 29, 2024

• Cematrix Corporation (CVX $0.51)
  • $0.51 Cap: $76M
  • View CVX Profile
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $129.02)
  • $129.02 P/E (TTM): 19.87X Cap: $1.57B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: could you please comment on CVX.There is a lot of talk about this company going forward.What is your view on CVX?
Also what is you compelling story about Hammond here?can you tell a bit more about what this company does and why it has a bright future?Is Hammond manufacturing in essence the same stock?why two TSX listings?

Upvote 3

Read Answer Asked by mary on April 29, 2024

• Celestica Inc. (CLS $282.29)
  • $282.29 P/E (TTM): 46.48X Cap: $32.87B
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Q: After a strong quarter the weakness seems strange in a strong market for tech. Was there something in the conferance call? I realize it's only a few trading days, but I'm a relatively new shareholder and dont like that ugly red color on my screen when most everything else in tech is a beautiful green color.

Upvote 4

Read Answer Asked by Charles on April 29, 2024

• Cematrix Corporation (CVX $0.51)
  • $0.51 Cap: $76M
  • View CVX Profile
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Q: I have been following CVX for a few years and it finally looks like they are getting some traction including good revenue v. market cap and a marketing and supply deal with Lafarge. Could this be a good industrial/construction stock in the making?
Thanks

Upvote 3

Read Answer Asked by Terry on April 29, 2024

• Altius Minerals Corporation (ALS $30.27)
  • $30.27 P/E (TTM): 14.02X Cap: $1.39B
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Q: What do you think of this stock ? Is it time to sell it ?
Thanks !

Upvote 2

Read Answer Asked by Nancy on April 29, 2024

• Vitalhub Corp. (VHI $12.90)
  • $12.90 P/E (TTM): 310.22X Cap: $778M
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Q: I just submitted a question about VHI in which I referred to the recent prospectus. I am fully aware that all the shares were exercised and that it was to raise money so please ignore that as not relevent to my question. I should have asked how likely it is that this is the only financing this year and does this fit with keeping the share count down?

Upvote 1

Read Answer Asked by Gayle on April 29, 2024

• Chemtrade Logistics Income Fund (CHE.UN $11.25)
  • $11.25 P/E (TTM): 10.26X Cap: $1.28B
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Q: Two questions:
1) on Apr 26 the price jumped significantly and from Apr 18 to apr26 it is up ~6.2%. ANY idea what is motivating it to perform upwards now? Also RSI is near 70, meaning it is nearing overbought stage.
2) What is difference between their .UN version and .DB.F version?
Thanks

Upvote 2

Read Answer Asked by Phil on April 29, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $129.02)
  • $129.02 P/E (TTM): 19.87X Cap: $1.57B
  • View HPS.A Profile
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• Vertiv Holdings LLC Class A (VRT $139.83)
  • $139.83 P/E (TTM): 81.35X Cap: $53.43B
  • View VRT Profile
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Q: Hi Folks,
Looking to add either HPS.A or VRT to my non registered account. May I have your opinion as to which one you would recommend today and why.
Thanks

Upvote 12

Read Answer Asked by JOHN on April 29, 2024

• Tamarack Valley Energy Ltd. (TVE $5.32)
  • $5.32 P/E (TTM): 11.36X Cap: $2.70B
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Q: Which of the Canadian Junior oil companies will be the biggest beneficiaries of the new Trans mountain pipeline and will TVE make your list?

Upvote 4

Read Answer Asked by ANDREW on April 29, 2024

• Gilead Sciences Inc. (GILD $120.47)
  • $120.47 P/E (TTM): 25.09X Cap: $148.16B
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Q: May I have your comments on Gilead's 1st. Quarter Results and view on this continuing as a Hold. Thanks Gerry.

Upvote 1

Read Answer Asked by Gerry on April 29, 2024

• NextEra Energy Inc. (NEE $72.45)
  • $72.45 P/E (TTM): 25.32X Cap: $149.11B
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• DBA Sempra (SRE $80.90)
  • $80.90 P/E (TTM): 17.96X Cap: $53.31B
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• Enbridge Inc. (ENB $65.47)
  • $65.47 P/E (TTM): 22.74X Cap: $141.02B
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• Pembina Pipeline Corporation (PPL $49.32)
  • $49.32 P/E (TTM): 15.96X Cap: $28.40B
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Q: I currently hold Enbridge in a taxable account and I am thinking of selling it and purchasing a stock in the same sector that has more growth and likely a smaller yield. While I prefer Canadian companies US listed stocks would be considered if they are more attractive.
With appreciation,
Ed

Upvote 2

Read Answer Asked by Ed on April 29, 2024

• Global X S&P 500 Index Corporate Class ETF (HXS $90.39)
  • $90.39 Cap: $4.65B
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Q: Thanks for all the great work you do.

To obtain the total return HXS adds the dividend to the NAV.

My question is, is this distributed say quarterly or annually, or is this done throughout the ex div dates of all the S&P holdings (seems like a lot of math).

Thank you

Upvote 3

Read Answer Asked by Mark on April 29, 2024

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $44.51)
  • $44.51 P/E (TTM): 79.72X Cap: $22.63B
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Q: What percentage of Teck's total production is copper and met coal?

Carl

Upvote 1

Read Answer Asked by Carl on April 29, 2024