Investment Q&A

• BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ $28.97)
  • $28.97 P/E (TTM): 20.93X Cap: $914M
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• BMO S&P 500 Index ETF (ZSP $95.41)
  • $95.41 P/E (TTM): 57.09X Cap: $19.02B
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• iShares India Index ETF (XID $53.65)
  • $53.65 P/E (TTM): 0.03X Cap: $144M
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• Vanguard FTSE Developed Asia Pacific All Cap Index ETF (VA $43.96)
  • $43.96 P/E (TTM): 16.67X Cap: $125M
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• iShares MSCI India ETF (INDA $52.26)
  • $52.26 P/E (TTM): 22.69X Cap: $9.90B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $103.57)
  • $103.57 P/E (TTM): 72.62X Cap: $1.12B
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Q: hi 5i,
what are you top picks for non-Canada core ETF's for long term hold/accumulation? im looking for US markets, European, Asia, and India. I like very liquid entities, and a dividend is fine. If possible, can you include both hedged/unhedged to $CDN. I notice that most of the unhedged versions of the ETF's have higher annual returns-do you recommend hedging or no hedging for the $CDN?
thanks, Chris

Upvote 12

Read Answer Asked by chris on September 12, 2024

• Green Brick Partners Inc. (GRBK $65.37)
  • $65.37 P/E (TTM): 7.77X Cap: $2.69B
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• Blue Bird Corporation (BLBD $44.14)
  • $44.14 P/E (TTM): 13.75X Cap: $1.39B
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Q: have a question regarding 2 stocks in the housing sector. GBRK and BLBD- both have done very well but is it reasonable to think that you could start a new position in one of these if there is a drawdown this month? The idea being to start a position and build from there.
Thanks, Lesley

Upvote 1

Read Answer Asked by Lesley on September 12, 2024

Q: I would like to classify the following Income stocks as cyclical or not.....How would you rate them?? ?BAM-T, BCE-T, BEP-UN-T, BIP-UN-T, DIR-UN-T, , NPI-T, SLF-T, TD-T, WCN-T, WSP-T, and X-T
Thanks for the assistance.....Also if you know of a website that does this, please let me know.....Tom

Upvote 6

Read Answer Asked by Tom on September 12, 2024

• International Business Machines Corporation (IBM $252.28)
  • $252.28 P/E (TTM): 43.22X Cap: $233.50B
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Q: IBM keeps moving up in value and I'm not sure why ? Please let me know what is going on and would you buy it at these prices ?

Upvote 2

Read Answer Asked by Frank on September 12, 2024

Q: I am curious what you would recommend a retiree with regular monthly pension invest their non-registered funds without chasing unrealistic high yield such as with leverage and CC unless you don't see their risks as unreasonable. Thanks

Upvote 4

Read Answer Asked by Steven on September 12, 2024

• Orogen Royalties Inc. (OGN $1.77)
  • $1.77 P/E (TTM): 87.0X Cap: $105M
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Q: OGN's has reported consistently good results and the share price has responded accordingly, such that it trades, now, at pennies below its target price (per your database.) Likewise, while it's profitable, its P/E is 143. Is its appreciation potential baked-in, or do royalty plays' different capital structures (vs mining) recommend different yardsticks?

Upvote 2

Read Answer Asked by John on September 12, 2024

• Fortis Inc. (FTS $69.30)
  • $69.30 P/E (TTM): 20.78X Cap: $34.82B
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• Brookfield Renewable Partners L.P. (BEP.UN $35.35)
  • $35.35 Cap: $23.26B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.54)
  • $50.54 P/E (TTM): 13.57X Cap: $5.68B
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• Capital Power Corporation (CPX $59.47)
  • $59.47 P/E (TTM): 17.44X Cap: $7.95B
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• Hydro One Limited (H $49.88)
  • $49.88 P/E (TTM): 24.43X Cap: $29.96B
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Q: Can you rank the top 5 canadian utilities for a long-term hold for income.

TY

Upvote 12

Read Answer Asked by Gerald on September 12, 2024

• PetroTal Corp. (TAL $0.73)
  • $0.73 P/E (TTM): 5.26X Cap: $667M
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• Sagicor Financial Company Ltd. (SFC $7.65)
  • $7.65 P/E (TTM): 9.92X Cap: $1.02B
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Q: Hi Could you give me your thoughts on SFC AND TAL , are they a buy as current price as they pay a good dividend and seem to be undeprived

Upvote 3

Read Answer Asked by John on September 12, 2024

• Illumina Inc. (ILMN $94.43)
  • $94.43 Cap: $14.51B
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Q: Is ILMN a buy, sell or hold in your view?

Thanks for your service!

Upvote 1

Read Answer Asked by Ozzie on September 12, 2024

• Uber Technologies Inc. (UBER $89.22)
  • $89.22 P/E (TTM): 15.49X Cap: $186.57B
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Q: Just bought UBER and down 5% after my first week. Not an auspicious start! Can you please provide estimates for growth over the next 12, 18 and 24 months? Also list some of the key drivers that will either propel or hinder UBER's growth during this time and indicate the likelihood of each. Thank you.

Upvote 4

Read Answer Asked by Maureen on September 12, 2024

• Evertz Technologies Limited (ET $12.21)
  • $12.21 P/E (TTM): 15.41X Cap: $919M
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Q: Please comment on most recent quarter.

Thanks,

Upvote 3

Read Answer Asked by Peter on September 12, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $132.75)
  • $132.75 P/E (TTM): 17.39X Cap: $29.78B
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• Constellation Software Inc. (CSU $4,723.53)
  • $4,723.53 P/E (TTM): 98.53X Cap: $100.09B
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• Dollarama Inc. (DOL $194.00)
  • $194.00 P/E (TTM): 43.3X Cap: $53.78B
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• Intact Financial Corporation (IFC $287.53)
  • $287.53 P/E (TTM): 22.88X Cap: $51.28B
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• Alimentation Couche-Tard Inc. (ATD $70.79)
  • $70.79 P/E (TTM): 18.84X Cap: $67.34B
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• BMO S&P 500 Index ETF (ZSP $95.41)
  • $95.41 P/E (TTM): 57.09X Cap: $19.02B
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• Brookfield Corporation Class A Limited Voting Shares (BN $92.87)
  • $92.87 P/E (TTM): 234.96X Cap: $153B
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Q: Can you give me your best choice for a new position to add to an RESP that has a long runway (12 years) ..it can be a Canadian traded stock or ETF or a CDR. Thank you.

Upvote 10

Read Answer Asked by David on September 12, 2024

• Sun Life Financial Inc. (SLF $84.91)
  • $84.91 P/E (TTM): 15.23X Cap: $47.58B
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• Arch Capital Group Ltd. (ACGL $89.76)
  • $89.76 P/E (TTM): 9.08X Cap: $33.63B
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• Everest Group Ltd. (EG $328.49)
  • $328.49 P/E (TTM): 16.46X Cap: $13.67B
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Q: I currently own a full position in Sun Life (5%) in my portfolio but would like to add to my insurance component via a Reinsurance firm. Would this be a complementary move or just a duplication of the exposure I get via SLF? If this is a good idea, would EG or ACGL be superior options?

Upvote 2

Read Answer Asked by David on September 12, 2024

• ADF Group Inc. Subordinate Voting Shares (DRX $8.52)
  • $8.52 P/E (TTM): 5.16X Cap: $239M
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Q: Does the company explain the nature of the delay from one customer? Delay in placing an order, accepting the finished order, paying? Can we be confident that is just a delayed transaction?
I've seen examples where an event like this turned out to be more serious than it first appeared.

Upvote 5

Read Answer Asked by Peter on September 12, 2024

Q: Hello, let’s imagine for a moment that the Keystone Pipeline System gets the green light to transport crude oil from Canada to various destinations in the United States. In such a scenario, which Canadian companies will benefit the most? Thank you very much

Upvote 4

Read Answer Asked by Gervais on September 12, 2024

• ADF Group Inc. Subordinate Voting Shares (DRX $8.52)
  • $8.52 P/E (TTM): 5.16X Cap: $239M
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Q: Just a follow-up to your recent answer on ADF, does any “single customer” type risk exist with this company or do they have a broad base of clients? Thanks,

Upvote 5

Read Answer Asked by Stephen R. on September 12, 2024

• ADF Group Inc. Subordinate Voting Shares (DRX $8.52)
  • $8.52 P/E (TTM): 5.16X Cap: $239M
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Q: This morning they reported and for the EPS, they beat handily the with .51 vs expected .39. The cause of this was a great increase in their margins. On the other hand, the revenue came much lighter at nearly 75M vs expected 92.6M.
They mentioned 1 customer had a delay which will come at a later date of 35M which would have made the revenue for the quarter at 110M vs once again the expected 92.6.
In your experience, how would the market react to such news?

Upvote 13

Read Answer Asked by Herm on September 12, 2024

• Bank of Nova Scotia (The) (BNS $76.43)
  • $76.43 P/E (TTM): 16.04X Cap: $95.44B
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• BMO Covered Call Canadian Banks ETF (ZWB $21.05)
  • $21.05 P/E (TTM): 12.51X
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• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $14.66)
  • $14.66 P/E (TTM): 12.67X Cap: $1.46B
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Q: Between the 3 which would be your preference for someone who's looking for a long-term income holding.

TY

Upvote 9

Read Answer Asked by Gerald on September 12, 2024

• BW LPG Limited (BWLP $14.75)
  • $14.75 Cap: $2.21B
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Q: What do you see for the growth of BWLP through 2025 and potential risks given they pay a high dividend. Is the Dividend secure.

Upvote 1

Read Answer Asked by RALPH on September 12, 2024

• Celestica Inc. (CLS $273.15)
  • $273.15 P/E (TTM): 43.72X Cap: $31.41B
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• Open Text Corporation (OTEX $39.78)
  • $39.78 P/E (TTM): 11.68X Cap: $10.49B
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Q: currently would you go with OTEX or CLS and could you offer a brief rational as to why.
many thanks

Upvote 4

Read Answer Asked by ralph on September 12, 2024