Investment Q&A

• Intuitive Surgical Inc. (ISRG $572.47)
  • $572.47 P/E (TTM): 75.62X Cap: $202.93B
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• Micron Technology Inc. (MU $265.92)
  • $265.92 P/E (TTM): 35.04X Cap: $299.29B
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• NVIDIA Corporation (NVDA $180.99)
  • $180.99 P/E (TTM): 44.91X Cap: $4.39T
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• Advanced Micro Devices Inc. (AMD $213.43)
  • $213.43 P/E (TTM): 106.08X Cap: $347.47B
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• Axon Enterprise Inc. (AXON $594.20)
  • $594.20 P/E (TTM): 188.4X Cap: $46.88B
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• Vertiv Holdings LLC Class A (VRT $159.82)
  • $159.82 P/E (TTM): 60.31X Cap: $61.10B
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• Trane Technologies plc (TT $389.84)
  • $389.84 P/E (TTM): 30.01X Cap: $86.44B
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Q: I am down about 19 percent on MU and thinking of selling as it seems to be out of favor these days. Could I have your opinion and what would be a better growth option or two. Thanks

Upvote 8

Read Answer Asked by Bruce on July 18, 2024

• Restaurant Brands International Inc. (QSR $96.65)
  • $96.65 P/E (TTM): 25.02X Cap: $43.94B
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• Alaris Equity Partners Income Trust (AD.UN $21.01)
  • $21.01 P/E (TTM): 5.68X Cap: $952M
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.06)
  • $6.06 P/E (TTM): 24.24X Cap: $646M
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• First National Financial Corporation (FN $47.98)
  • $47.98 P/E (TTM): 15.73X Cap: $2.87B
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Q: How would you rank these for overall return for a TFSA and a cash account? Would you buy them are their current prices?

Upvote 2

Read Answer Asked by David on July 18, 2024

• ADF Group Inc. Subordinate Voting Shares (DRX $8.84)
  • $8.84 P/E (TTM): 8.84X Cap: $252M
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• Docebo Inc. (DCBO $30.23)
  • $30.23 P/E (TTM): 29.25X Cap: $868M
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Q: Which would you prefer going forward at today's prices?

Upvote 6

Read Answer Asked by Rick on July 18, 2024

• iShares Russell 2000 Growth ETF (IWO $329.61)
  • $329.61 P/E (TTM): 22.72X Cap: $13.34B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI $47.51)
  • $47.51 P/E (TTM): 25.23X Cap: $654M
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• SPDR S&P 500 ETF Trust (SPY $680.59)
  • $680.59 P/E (TTM): 27.29X Cap: $716.88B
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• iShares MSCI India ETF (INDA $54.15)
  • $54.15 P/E (TTM): 39.61X Cap: $9.58B
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Q: I am looking for income and some growth,but income is more important. With that in mind what are favorite ETFs in the following areas ?
International ,excluding North America
US small cap.
India
US large cap.
Thank you,
Philip

Upvote 2

Read Answer Asked by Philip on July 18, 2024

• BMO S&P 500 Index ETF (ZSP $103.42)
  • $103.42 P/E (TTM): 26.1X Cap: $21.14B
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Q: I am retired and want to buy a hedged ETF for either Nasdaq or the S&P 500. Which do you recommend and why?

Upvote 8

Read Answer Asked by Ron on July 18, 2024

• Weyerhaeuser Company (WY $23.48)
  • $23.48 P/E (TTM): 53.36X Cap: $16.92B
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• Canfor Corporation (CFP $11.02)
  • $11.02 Cap: $1.30B
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• West Fraser Timber Co. Ltd (WFG $59.26)
  • $59.26 Cap: $4.63B
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Q: Of these 3 companies, which one do you feel that has the most upside potential. I would appreciate if you would give some insight for your pick.



Earl

Upvote 2

Read Answer Asked by Earl on July 18, 2024

• Constellation Software Inc. (CSU $3,375.08)
  • $3,375.08 P/E (TTM): 77.96X Cap: $71.52B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $233.80)
  • $233.80 P/E (TTM): 148.84X Cap: $304.23B
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Q: I almost gag a putting these two in the same question. Could you please provide a comparison of compensation for the two CEOs?

Upvote 15

Read Answer Asked by Danny-boy on July 18, 2024

• Celestica Inc. (CLS $407.37)
  • $407.37 P/E (TTM): 49.03X Cap: $46.86B
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Q: What is the path forward for CLS . Still a buy or wait for earnings to come out? Would like your opinion on the big drop in natural gas prices? Thank you.

Upvote 3

Read Answer Asked by kenneth on July 18, 2024

• Broadcom Inc. (AVGO $340.36)
  • $340.36 P/E (TTM): 71.65X Cap: $1.61T
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• Meta Platforms Inc. (META $658.77)
  • $658.77 P/E (TTM): 29.17X Cap: $1.66T
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• Alphabet Inc. (GOOG $308.61)
  • $308.61 P/E (TTM): 30.46X Cap: $3.70T
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• Alphabet Inc. (GOOGL $307.16)
  • $307.16 P/E (TTM): 30.32X Cap: $3.70T
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• NVIDIA Corporation (NVDA $180.99)
  • $180.99 P/E (TTM): 44.91X Cap: $4.39T
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Q: Hello, of these 4 , which ones would you buy today for a 5 year time frame, and why?
Thank you
Carlo

Upvote 8

Read Answer Asked by Carlo on July 18, 2024

• Starbucks Corporation (SBUX $88.33)
  • $88.33 P/E (TTM): 54.19X Cap: $100.44B
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Q: Can you tell me what analysts are expecting for Starbucks' upcoming earnings on the 30th?

Also do they break out expectations by how much same store US sales they are expecting?

Any and all details appreciated.

Upvote 1

Read Answer Asked by Max on July 18, 2024

• iShares Core Canadian Universe Bond Index ETF (XBB $28.13)
  • $28.13 Cap: $9B
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.52)
  • $18.52 Cap: $840M
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.68)
  • $16.68 Cap: $956M
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• Hamilton U.S. Bond YIELD MAXIMIZER TM ETF (HBND $12.81)
  • $12.81 Cap: $198M
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Q: Can you please recommend 3 bond ETFs that will provide in one year 10% yield including both dividends and capital appreciation?

Upvote 2

Read Answer Asked by Ron on July 18, 2024

• Cogeco Communications Inc. Subordinate Voting Shares (CCA $65.79)
  • $65.79 P/E (TTM): 8.66X Cap: $2.78B
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Q: Hi, stock popped yesterday but I'm not seeing a reason to explain such a move, notwithstanding a secular rotation is on again, and results were posted last week. RCI?

Upvote 1

Read Answer Asked by Darren on July 18, 2024

• Robert Half Inc Com (RHI $27.93)
  • $27.93 P/E (TTM): 18.14X Cap: $2.85B
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Q: The price of RHI was declining over the past year but has been going sideways recently. Where do you see the price going from here.
Thanks for your thoughts.
Ian

Upvote 1

Read Answer Asked by Ian on July 17, 2024

• KKR & Co. Inc. (KKR $130.61)
  • $130.61 P/E (TTM): 55.34X Cap: $116.41B
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• Builders FirstSource Inc. (BLDR $103.79)
  • $103.79 P/E (TTM): 19.77X Cap: $11.57B
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• Axon Enterprise Inc. (AXON $594.20)
  • $594.20 P/E (TTM): 188.4X Cap: $46.88B
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• Lithium Americas Corp. (LAC $4.75)
  • $4.75 Cap: $1.44B
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• SPX Technologies Inc. (SPXC $203.17)
  • $203.17 P/E (TTM): 43.41X Cap: $10.80B
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Q: The markets are showing signs of change.
Kindly order these stocks in order of growth opportunity. Do you think that LAC has begun a turnaround, that it is worth investing in now?
Thank you!

Upvote 2

Read Answer Asked by Catherine on July 17, 2024

• Home Depot Inc. (The) (HD $345.00)
  • $345.00 P/E (TTM): 23.53X Cap: $343.45B
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• Lowe's Companies Inc. (LOW $240.44)
  • $240.44 P/E (TTM): 19.9X Cap: $134.87B
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• McDonald's Corporation (MCD $315.84)
  • $315.84 P/E (TTM): 26.95X Cap: $224.92B
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• Altria Group Inc. (MO $58.07)
  • $58.07 P/E (TTM): 11.08X Cap: $97.48B
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• Dollarama Inc. (DOL $203.39)
  • $203.39 P/E (TTM): 43.18X Cap: $55.68B
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• Domino's Pizza Inc (DPZ $431.51)
  • $431.51 P/E (TTM): 25.22X Cap: $14.57B
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Q: Is the negative book value a concern for the company. I see some online people claiming the stock is undervalued, however, how can that be if it has a negative book value. Is the dividend safe?

Upvote 5

Read Answer Asked by Dominic on July 17, 2024

• NVIDIA Corporation (NVDA $180.99)
  • $180.99 P/E (TTM): 44.91X Cap: $4.39T
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• Super Micro Computer Inc. (SMCI $31.11)
  • $31.11 P/E (TTM): 24.5X Cap: $18.57B
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• Palantir Technologies Inc. (PLTR $193.38)
  • $193.38 P/E (TTM): 460.43X Cap: $460.90B
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Q: Would you be in favor of a trim and diversification trade to PLTR and SMCI from NVDA at this point? While still planning to keep NVDA overweight.

Upvote 4

Read Answer Asked by Andrew on July 17, 2024

• Constellation Software Inc. (CSU $3,375.08)
  • $3,375.08 P/E (TTM): 77.96X Cap: $71.52B
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Q: Hi Peter, in one of your answers you say that CSU is not cheap at 39x earnings and you would be comfortable owning it. Does that mean you would still buy it at today's price or would you wait for a chance to buy it at a cheaper price and do you think there is a possibility for a pull back. Thanks

Upvote 8

Read Answer Asked by Nick on July 17, 2024

• ADF Group Inc. Subordinate Voting Shares (DRX $8.84)
  • $8.84 P/E (TTM): 8.84X Cap: $252M
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Q: The long term chart of this one shows the current price back to where it was in 2002. Is that correct?

Thx

Upvote 3

Read Answer Asked by blake on July 17, 2024

• Evolve Canadian Banks and Lifecos Enhanced Yield Index Fund (BANK $9.78)
  • $9.78 P/E (TTM): 8.48X Cap: $814M
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Q: From an income perspective, could you provide your thoughts for a retiree, non-registered and % holding you may or may not be comfortable. I am somewhat hesitant on these high yielding CC ETFs because I can't help but think you are eventually eroding principal at some point because if the options are exercised you will lose the upside. thanks

Upvote 4

Read Answer Asked by Steven on July 17, 2024

• State Street Consumer Staples Select Sector SPDR ETF (XLP $78.78)
  • $78.78 P/E (TTM): 23.97X Cap: $15.21B
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• State Street Health Care Select Sector SPDR ETF (XLV $154.94)
  • $154.94 P/E (TTM): 23.97X Cap: $40.61B
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• SPDR S&P 500 ETF Trust (SPY $680.59)
  • $680.59 P/E (TTM): 27.29X Cap: $716.88B
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• INVESCO QQQ Trust (QQQ $617.05)
  • $617.05 P/E (TTM): 36.83X Cap: $405.43B
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• State Street Technology Select Sector SPDR ETF (XLK $144.60)
  • $144.60 P/E (TTM): 37.59X Cap: $93.43B
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• iShares Core S&P Mid-Cap ETF (IJH $66.85)
  • $66.85 P/E (TTM): 20.02X Cap: $102.40B
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Q: What would be your top thee picks for US Market ETFs today and why? (10+ year hold)

Upvote 12

Read Answer Asked by Kyle on July 17, 2024