Investment Q&A

• Celestica Inc. (CLS $270.83)
  • $270.83 P/E (TTM): 43.72X Cap: $31.14B
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• Kinaxis Inc. (KXS $206.76)
  • $206.76 P/E (TTM): 437.0X Cap: $5.71B
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• Open Text Corporation (OTEX $39.46)
  • $39.46 P/E (TTM): 11.68X Cap: $10.40B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.31)
  • $127.31 P/E (TTM): 18.62X Cap: $1.47B
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• ADF Group Inc. Subordinate Voting Shares (DRX $8.70)
  • $8.70 P/E (TTM): 5.16X Cap: $242M
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Q: I'm going to sell OTEX. What would you replace it with?

Upvote 12

Read Answer Asked by Maria on August 16, 2024

• iShares Core Canadian Universe Bond Index ETF (XBB $28.12)
  • $28.12 Cap: $8.18B
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.69)
  • $18.69 Cap: $832M
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $44.02)
  • $44.02 P/E (TTM): 5.54X Cap: $17.57B
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• SPDR S&P 500 ETF Trust (SPY $627.97)
  • $627.97 P/E (TTM): 57.48X Cap: $657.32B
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• iShares MSCI Emerging Markets ETF (EEM $48.84)
  • $48.84 P/E (TTM): 15.04X Cap: $18.51B
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• iShares MSCI EAFE ETF (EFA $88.44)
  • $88.44 P/E (TTM): 12.54X Cap: $63.79B
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Q: With a long term view, what proportion would you allocate to each of the above to make a balanced portfolio?

Thank you

Upvote 5

Read Answer Asked by Yves on August 16, 2024

• Lumine Group Inc. (LMN $53.00)
  • $53.00 Cap: $13.37B
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Q: Are you comfortable adding to Lumine here?

Upvote 15

Read Answer Asked by Kim on August 15, 2024

• Strathcona Resources Ltd. (SCR $33.49)
  • $33.49 P/E (TTM): 9.96X Cap: $7.06B
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Q: Can you provide an updated view on Strathcona Resources.

Upvote 2

Read Answer Asked by Kim on August 15, 2024

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,418.63)
  • $2,418.63 P/E (TTM): 10.02X Cap: $51.83B
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• Intact Financial Corporation (IFC $288.50)
  • $288.50 P/E (TTM): 22.88X Cap: $50.48B
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• Trisura Group Ltd. (TSU $41.51)
  • $41.51 P/E (TTM): 18.07X Cap: $1.98B
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• Definity Financial Corporation (DFY $73.95)
  • $73.95 P/E (TTM): 20.61X Cap: $8.54B
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Q: I am looking at the insurance industry for my next purchase in a non registered account , mainly consisting of banks, utilities, telecoms, REITS.

Which of these three offer the best growth potential over the next 5 years and why ? I can handle moderate risk. Which offers the best entry price ? Are there other CDN listed insurance companies I should consider ?
Thanks. Derek.

Upvote 5

Read Answer Asked by Derek on August 15, 2024

• TerraVest Industries Inc. (TVK $156.13)
  • $156.13 P/E (TTM): 41.76X Cap: $3.25B
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Q: Can you please comment on this company's recently announced earnings. Your overall input would be appreciated. Would you be a buyer at this time? Thanks

Upvote 8

Read Answer Asked by Brian on August 15, 2024

• Foraco International SA (FAR $1.60)
  • $1.60 P/E (TTM): 5.46X Cap: $157M
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Q: Could you comment on the Faraco International results for their 2nd quarter June 30, 2024. Would you consider it a hold or a sell ?
Thanks 5i

Upvote 2

Read Answer Asked by mike on August 15, 2024

• Tidewater Midstream and Infrastructure Ltd. (TWM $0.23)
  • $0.23 Cap: $97M
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Q: Hello 5i, Could you comment on TWM as the stock keeps going down could here be a reverse consolidation ? Also is there new diesel refinery completed and in operation.
Basically is the company going to survive.

Upvote 1

Read Answer Asked by Michael on August 15, 2024

• goeasy Ltd. (GSY $186.48)
  • $186.48 P/E (TTM): 11.92X Cap: $2.98B
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Q: Every financial stock is rising, while GSY keep dropping recently. Any reason ?

Upvote 4

Read Answer Asked by Lai Kuen on August 15, 2024

• Minto Apartment Real Estate Investment Trust (MI.UN $13.87)
  • $13.87 Cap: $1.17B
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Q: Please comment on Mi.un's Q results released today after close,and the company.Add,Hold or Sell? Txs for u usual great services & views

Upvote 1

Read Answer Asked by Peter on August 15, 2024

• Sangoma Technologies Corporation (STC $7.94)
  • $7.94 Cap: $262M
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Q: I am down quite a bit on this company. Is it time to buy more or sell?

Thank you

Upvote 1

Read Answer Asked by patricia on August 15, 2024

• Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV $18.40)
  • $18.40 P/E (TTM): 34.21X Cap: $753M
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Q: Very curious as too why you seem to support HDIV. Looking at the sell-off window between Jul 31 and Aug 7 this year, HDIV declined approx 40% more than the avg decline of the TSX, S&P500 and DOW. I fully understand at/out of money risk, but it seem leverage, which HDIV uses, is not great in market downturns. I know the window for this analysis is narrow, however it seems to show the risk of leveraged funds.

Upvote 5

Read Answer Asked by Christopher on August 15, 2024

• Dundee Corporation Cumulative 5-Year Rate Reset First Preference Shares Series 2 (DC.PR.B $24.98)
  • $24.98 P/E (TTM): 3.46X Cap: $2.23B
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Q: Big move on DC.PR.B and C. Keep or sell? At $25.25 it maybe as good as it gets?

Upvote 2

Read Answer Asked by Robert on August 15, 2024

• Magna International Inc. (MG $57.52)
  • $57.52 P/E (TTM): 10.41X Cap: $16.35B
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Q: Have held for quiet some time at a price of 94.50. Today could possibly pick up for 54$. Would you consider MG a safe bet to average down on and increase my yield. Tks.Larry

Upvote 2

Read Answer Asked by Larry on August 15, 2024

• Global X Cash Maximizer Corporate Class ETF (HSAV $116.08)
  • $116.08 Cap: $1.90B
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Q: Hi Peter, my question is in regard to HSAV. What do you think of the current premium to NAV. Can you comment on when you think it is too much. Also with rates coming down do you expect to see the yield come down also.

Upvote 1

Read Answer Asked by Frank on August 15, 2024

• Nutrien Ltd. (NTR $81.42)
  • $81.42 P/E (TTM): 55.11X Cap: $39.69B
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Q: TD Web Broker shows Nutrien as trading below book value. The technical chart doesn't look very encouraging, but I see a couple of insiders have bought recently.

With a little investigation there seem to be a couple of hundred Canadian stocks trading at or below book value. Most of them don't look to be neatly as big or as strong financially as Nutrien. Do you see any gems I might have overlooked?

Upvote 8

Read Answer Asked by David on August 15, 2024

• TFI International Inc. (TFII $122.31)
  • $122.31 P/E (TTM): 19.83X Cap: $9.85B
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Q: With the looming rail strike in Canada, do you expect a large impact to TFII this quarter given its use of rails for part of it's network? Or do you think the effect is baked in and/or it's only a negligible impact?

Upvote 2

Read Answer Asked by Doug on August 15, 2024

• Twilio Inc. Class A (TWLO $124.65)
  • $124.65 Cap: $19.20B
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• Invesco Solar ETF (TAN $36.46)
  • $36.46 P/E (TTM): 8.63X Cap: $640M
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• Roblox Corporation Class A (RBLX $127.11)
  • $127.11 Cap: $90.60B
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Q:
I had purchased TAN, TWLO and RBLX. Now they are performing less than 55% of buy price. Should I HOLD these or take the losses and move forward?

Upvote 1

Read Answer Asked by Satish on August 15, 2024

Q: is there any particular way the stock markets behave before and during world wars or military escalations ?

Upvote 1

Read Answer Asked by jim on August 15, 2024

• Black Diamond Group Limited (BDI $11.50)
  • $11.50 P/E (TTM): 24.33X Cap: $715M
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Q: Peter and His Wonder Team
I believe they just had a good quarter and one analyst has raised the target price from $11.00 to $12.00. Today it hit a new high of $10.20 on high volume. I do worry about their debt. I also realize that TD Webbroker always seems to over estimate target prices. I have been very patient with this stock and am up. So I am wondering what the odds are that it will go much higher or should I just sell and be happy and eliminate risk. Your thoughts please! Thank you in advance for your opinion which is always helpful in my decisions.

Upvote 1

Read Answer Asked by Ernest on August 15, 2024