Investment Q&A

• Hewlett Packard Enterprise Company (HPE $20.04)
  • $20.04 P/E (TTM): 19.63X Cap: $26.07B
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• Super Micro Computer Inc. (SMCI $46.98)
  • $46.98 P/E (TTM): 32.08X Cap: $34.17B
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• Dell Technologies Inc. Class C (DELL $127.68)
  • $127.68 P/E (TTM): 20.25X Cap: $88.57B
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• Vertiv Holdings LLC Class A (VRT $138.54)
  • $138.54 P/E (TTM): 81.51X Cap: $52.98B
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Q: Who are competitors to SMCI, and which one would benefit most in long term from the tanking of SMCI so I can initiate a position today? Thank you.

Upvote 5

Read Answer Asked by David on November 13, 2024

• MCAN Mortgage Corporation (MKP $20.45)
  • $20.45 P/E (TTM): 10.94X Cap: $795M
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Q: I would like your thoughts on MCan Financial today. Their results were good, but are they worth the jump today? They sold shares earlier in the year which got me nervous, but it seems like they are delivering.

Upvote 1

Read Answer Asked by Gordon on November 13, 2024

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $47.11)
  • $47.11 P/E (TTM): 40.25X Cap: $3.04B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $41.52)
  • $41.52 P/E (TTM): 0.16X Cap: $2.69B
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• Vanguard S&P 500 Index ETF (VFV $153.82)
  • $153.82 P/E (TTM): 59.73X Cap: $24.02B
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• Vanguard Total International Stock (VXUS $69.54)
  • $69.54 P/E (TTM): 0.45X Cap: $93.32B
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Q: What are your recommended non-Canadian equity ETFs?
Do you prefer US only ETFs, or worldwide non-Canadian ETFs, for a long term hold?
Is it more likely that US equities will outperform non-US, such as Europe and Japan, or is it too hard to tell?

Upvote 6

Read Answer Asked by David on November 13, 2024

Q: What is DOCCKS

Upvote 3

Read Answer Asked by Maureen on November 13, 2024

• Fortis Inc. Cumulative Redeemable 5-Year Fixed Rate Reset 1st Preference Series G (FTS.PR.G $24.40)
  • $24.40 P/E (TTM): 20.78X Cap: $34.50B
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Q: Thank you for your answer the other day with respect to these pref shares. Could you outline what may happen to the price of the shares depending on the reset rates. For example could the price fall to maintain a certain yield? Thanks again

Upvote 1

Read Answer Asked by Steven on November 13, 2024

• Power Corporation of Canada Subordinate Voting Shares (POW $56.57)
  • $56.57 P/E (TTM): 13.45X Cap: $36.07B
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Q: I appreciate previous concerns with Power, any update based on earnings. In general, the pace of interest rate declines appears to be moderating, is this good for insurance companies?

Upvote 4

Read Answer Asked by Jim on November 13, 2024

Q: Groupe Dynamite Hi - would like your thoughts on this IPO - is the valuation reasonable and what is the growth expected? Fashion stocks tend to be very volatile- would this be of interest?

Upvote 2

Read Answer Asked by Scott on November 13, 2024

• Global X S&P 500 Index Corporate Class ETF (HXS $89.25)
  • $89.25 Cap: $4.59B
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• Global X S&P 500 Index Corporate Class ETF (HXS.U $64.86)
  • $64.86 Cap: $3.36B
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Q: Awhile back I asked a question about the Horizon etf's , which pay in capital gains, rather than dividends. You were good enough to supply me with HXS and HXT. The HXS is the S&P 500. But, it is bought in Canadian dollars. I didn't mention it but I was looking for one that could be bought and sold in US dollars. Is there something from Horizon that can do that? Or, from another company?
thanks for the great service

Upvote 2

Read Answer Asked by joseph on November 12, 2024

• NVIDIA Corporation (NVDA $177.77)
  • $177.77 P/E (TTM): 58.06X Cap: $4.34T
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• Super Micro Computer Inc. (SMCI $46.98)
  • $46.98 P/E (TTM): 32.08X Cap: $34.17B
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Q: Is Peter and team still bullish on NVDA not withstanding Super Micro's issues?

Upvote 6

Read Answer Asked by Adel on November 12, 2024

• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $42.01)
  • $42.01 P/E (TTM): 59.02X Cap: $616M
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• BMO S&P US Small Cap Index ETF (ZSML.U $39.69)
  • $39.69 P/E (TTM): 35.45X Cap: $5M
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• BMO S&P US Small Cap Index ETF (ZSML $40.53)
  • $40.53 P/E (TTM): 35.45X Cap: $88M
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Q: Is there an ETF in CAD { unhedged } that you would recommend that follows the Russel 2000?

Thanks

Upvote 2

Read Answer Asked by paul on November 12, 2024

• Canadian Pacific Kansas City Limited (CP $103.48)
  • $103.48 P/E (TTM): 22.4X Cap: $96.50B
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Q: Hello
I already have a full position in CNR
looking to start a partial position in CP
what is a good entry price
a reasonable 12 months target price?
thanks

Michael

Upvote 4

Read Answer Asked by Michael on November 12, 2024

• Cardinal Energy Ltd. (CJ $7.10)
  • $7.10 P/E (TTM): 12.8X Cap: $1.12B
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Q: How do you feel about CJ's earnings announced last week?

Thank you!

Upvote 2

Read Answer Asked by Mark on November 12, 2024

• BILL Holdings Inc. (BILL $42.23)
  • $42.23 Cap: $4.30B
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Q: Can I please have your updated view of BILL:US ?
Thank you in advance.

Upvote 1

Read Answer Asked by John on November 12, 2024

• Stantec Inc. (STN $152.34)
  • $152.34 P/E (TTM): 44.75X Cap: $17.47B
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Q: Hi Guys,

Please provide feedback on Stantec's order.

Thanks,

Jim

Upvote 3

Read Answer Asked by jim on November 12, 2024

• Toronto-Dominion Bank (The) (TD $101.04)
  • $101.04 P/E (TTM): 10.24X Cap: $173.16B
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Q: The only financial stock I own is TD. I would like to sell this stock and replace it with 3 financial stocks. It is for a RRSP but have 15 years before the money will be used. What 3 financial stocks would you recommend to buy?

Thanks

Upvote 9

Read Answer Asked on November 12, 2024

• NVIDIA Corporation (NVDA $177.77)
  • $177.77 P/E (TTM): 58.06X Cap: $4.34T
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• Celestica Inc. (CLS $267.79)
  • $267.79 P/E (TTM): 43.72X Cap: $31.14B
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• Axon Enterprise Inc. (AXON $850.99)
  • $850.99 P/E (TTM): 179.92X Cap: $67.50B
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• Propel Holdings Inc. (PRL $35.63)
  • $35.63 P/E (TTM): 17.69X Cap: $1.39B
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• Lumine Group Inc. (LMN $52.91)
  • $52.91 Cap: $13.60B
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Q: To this point in time LMN has been a solid performer in my TFSA. Recent results and some of your comments have "cooled" my expectations going forward.

Do you have 2 CDN and 2 US stocks for a TFSA 3 year plus hold that you feel will substantially outperform LMN.

Thanjs,

Terry

Upvote 27

Read Answer Asked by Terry on November 12, 2024

• WSP Global Inc. (WSP $283.77)
  • $283.77 P/E (TTM): 51.42X Cap: $37.23B
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• TFI International Inc. (TFII $121.93)
  • $121.93 P/E (TTM): 19.83X Cap: $10.27B
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• Axon Enterprise Inc. (AXON $850.99)
  • $850.99 P/E (TTM): 179.92X Cap: $67.50B
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• Old Dominion Freight Line Inc. (ODFL $147.36)
  • $147.36 P/E (TTM): 27.08X Cap: $30.95B
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• Heico Corporation (HEI $311.13)
  • $311.13 P/E (TTM): 78.87X Cap: $43.56B
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• Boyd Group Services Inc. (BYD $189.72)
  • $189.72 P/E (TTM): 222.77X Cap: $4.07B
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Q: Hi 5i
Could I have your top 2-3 highest conviction Industrials for each of US and Can markets.
Thanks

Upvote 13

Read Answer Asked by mike on November 12, 2024

• NuScale Power Corporation Class A (SMR $45.20)
  • $45.20 Cap: $12.83B
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• Oklo Inc. Class A (OKLO $83.00)
  • $83.00 Cap: $11.70B
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Q: Is Pres Trump pro Nuclear, I think he prefers Smaller Nuclear Plants With AI and EVS USA will need more power Is Nuclear the answer.

How to play please RAK

Upvote 1

Read Answer Asked by bob on November 12, 2024

• Canadian National Railway Company (CNR $129.72)
  • $129.72 P/E (TTM): 17.64X Cap: $80.89B
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• Canadian Pacific Kansas City Limited (CP $103.48)
  • $103.48 P/E (TTM): 22.4X Cap: $96.50B
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Q: If one were to compare CNR and CP.
1. in your opinion which one has better valuation?
2. in your opinion do you think they will be significantly negatively impacted with Trumps policies?
3. in your opinion which railway will be effected the least?

Upvote 3

Read Answer Asked by Ian on November 12, 2024

• Dollarama Inc. (DOL $191.99)
  • $191.99 P/E (TTM): 43.3X Cap: $53.42B
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• Restaurant Brands International Inc. (QSR $94.19)
  • $94.19 P/E (TTM): 23.44X Cap: $42.70B
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• Leon's Furniture Limited (LNF $27.76)
  • $27.76 P/E (TTM): 11.81X Cap: $1.89B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $73.70)
  • $73.70 P/E (TTM): 36.99X Cap: $8.47B
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• A & W Food Services of Canada Inc. (AW $39.38)
  • $39.38 P/E (TTM): 58.4X Cap: $935M
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Q: My Consumer Cyclical sector is too low; I need to increase it. What are your Canadian recommendations in this sector at the moment? Thank you

Upvote 6

Read Answer Asked by Gervais on November 12, 2024