Investment Q&A

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $42.85)
  • $42.85 P/E (TTM): 0.16X Cap: $2.77B
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• CI Morningstar International Momentum Index ETF (ZXM $52.22)
  • $52.22 P/E (TTM): 12.52X Cap: $41M
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Q: Which of these two ETFs is a better buy in terms of growth and valuations?

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Read Answer Asked by satish on March 07, 2023

Q: ‘We are very clearly in an energy supply crisis’ — Eric Nuttall sees return of triple-digit oil prices. https://www.youtube.com/watch?v=NINf0LnCy7Q

This is a headline in the National Post. Mr Nuttall presents a very strong view for a rebound in oil prices. Peter, I am interested in your viewpoint.
Publish if you wish.

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Read Answer Asked by Peter on March 07, 2023

• Descartes Systems Group Inc. (The) (DSG $136.09)
  • $136.09 P/E (TTM): 59.57X Cap: $11.74B
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Q: Hi, can you explain why Descarte Sytems is doing so much better than other Tech stocks in the last year or so? In other words what are they doing differently than similar Tech stocks in Canada, thanks?

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Read Answer Asked by Pat on March 07, 2023

• RB Global Inc. (RBA $159.72)
  • $159.72 P/E (TTM): 56.97X Cap: $29.81B
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Q: Hi team
the last question on this company by another person was in early Jan 2023
the acquisition or potential acquisition of IAA was not a most welcome news

he/she was told to wait until the dust settled abit


now that we are in March, I wonder if the situation or outlook for RBA .to has changed, it pays a dividend and looking for a long term hold for dividend and some capital appreciation

if not recommended at this stage, another similar name in Cdn market would be appreciated;

thanks

Michael

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Read Answer Asked by Michael on March 07, 2023

• Costco Wholesale Corporation (COST $994.57)
  • $994.57 P/E (TTM): 57.21X Cap: $434.98B
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• NVIDIA Corporation (NVDA $175.40)
  • $175.40 P/E (TTM): 58.71X Cap: $4.28T
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• WSP Global Inc. (WSP $279.13)
  • $279.13 P/E (TTM): 45.45X Cap: $36.88B
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• Magna International Inc. (MG $61.48)
  • $61.48 P/E (TTM): 10.36X Cap: $17.32B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $190.43)
  • $190.43 P/E (TTM): 80.63X Cap: $250.85B
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Q: Hi Team,
Understanding that weightings are personal, what is the highest weight that YOU would be comfortable with before trimming the stocks above?
Thanks

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Read Answer Asked by Marco on March 07, 2023

• 3M Company (MMM $154.75)
  • $154.75 P/E (TTM): 21.26X Cap: $82.20B
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Q: What is your opinion on this as a value. Does it trade on tsx. I like the feature of hedging the price to CAD. What is the MER or cost for it. And the ticker.
Thanks.

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Read Answer Asked by francois on March 07, 2023

• CrowdStrike Holdings Inc. (CRWD $419.17)
  • $419.17 Cap: $104.47B
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Q: Crowd reported what appears to be good results in their latest quarter, although the losses increased. I would appreciate your comments.

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Read Answer Asked by jacques on March 07, 2023

• Algonquin Power & Utilities Corp. (AQN $8.06)
  • $8.06 Cap: $6.19B
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Q: Regarding AQN, your response to Robert(Mar. 07), indicated earning consensus is 19.4c on March 17. If AQN itself is only expecting 55c-61c for the year, are the analysts not setting up the company for a huge miss on the 17th?

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Read Answer Asked by Grant on March 07, 2023

• BMO Low Volatility US Equity ETF (ZLU $58.05)
  • $58.05 P/E (TTM): 56.99X Cap: $2.20B
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• INVESCO QQQ Trust (QQQ $565.90)
  • $565.90 P/E (TTM): 59.46X Cap: $366.70B
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• Vanguard Total Stock Market ETF (VTI $313.84)
  • $313.84 P/E (TTM): 71.88X Cap: $494.30B
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Q: Hi Peter,
I want to move my investments to a portfolio of ETF's, Please suggest a group of ETF's with strong growth potential for Long term ( 10-15 years).

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Read Answer Asked by HARRY on March 07, 2023

• Alphabet Inc. (GOOG $200.19)
  • $200.19 P/E (TTM): 21.78X Cap: $2.44T
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• Constellation Software Inc. (CSU $4,360.35)
  • $4,360.35 P/E (TTM): 108.99X Cap: $91.84B
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• Kinaxis Inc. (KXS $194.00)
  • $194.00 P/E (TTM): 167.66X Cap: $5.48B
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Q: I need to trim my technology exposure. Can you please rank CSU, GOOG and KXS for a one to two year period, and advise what percentage of a portfolio you would allocate to technology at this time?

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Read Answer Asked by Curt on March 07, 2023

• NVIDIA Corporation (NVDA $175.40)
  • $175.40 P/E (TTM): 58.71X Cap: $4.28T
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Q: Nvidia has had a nice run in 2023, but price targets are all over the map $175-350. What are your thoughts on buy/sell/hold NVDA (if a full 5% position in one's portfolio)? Does the AI opportunity justify the valuation?

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Read Answer Asked by Stephen on March 07, 2023

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: As the share price of HCG continues to slide, I would like your opinion as to whether this still represents a decent arbitrage opportunity. Thank-you.

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Read Answer Asked by Stephen on March 07, 2023

• Amazon.com Inc. (AMZN $223.81)
  • $223.81 P/E (TTM): 35.29X Cap: $2.43T
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• Alphabet Inc. (GOOG $200.19)
  • $200.19 P/E (TTM): 21.78X Cap: $2.44T
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Q: Hi 5I Team,
RRIF, own GOOG (78%), TCEHY (12%) AMZN (7%).
Which one will You add 3% today ?
Thanks
Best Regards

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Read Answer Asked by Djamel on March 07, 2023

• Canadian Western Bank (CWB $56.63)
  • $56.63 P/E (TTM): 20.63X Cap: $5.47B
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Q: Would you please comment on CWB’s recent earnings report including your opinion of this Canadian financial.

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Read Answer Asked by Donald on March 07, 2023

• Caterpillar Inc. (CAT $420.59)
  • $420.59 P/E (TTM): 20.13X Cap: $194.92B
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• WSP Global Inc. (WSP $279.13)
  • $279.13 P/E (TTM): 45.45X Cap: $36.88B
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Q: I am considering adding CAT to the industrial sector of my TFSA to complement WSP. I would like a relatively safe 10% annual return from CAT. I note that WSP ate CAT's lunch with 3&5 year returns. Cat is doing better over 3,6 and 12 months. The impetus for the CAT addition is the infrastructure bill $$$$ in the US. Is this a good plan for a 3-5 year hold? Thank you

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Read Answer Asked by Richard on March 07, 2023

• Descartes Systems Group Inc. (The) (DSG $136.09)
  • $136.09 P/E (TTM): 59.57X Cap: $11.74B
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• Magna International Inc. (MG $61.48)
  • $61.48 P/E (TTM): 10.36X Cap: $17.32B
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Q: I am contemplating selling MG (bought at $103C) and buying DSG. I realize the diff in sectors, but using growth and risk as the prime criteria, would you be supportive of the switch?

Carl

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Read Answer Asked by Carl on March 07, 2023

• ATS Corporation (ATS $37.33)
  • $37.33 Cap: $3.68B
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• Cognex Corporation (CGNX $42.71)
  • $42.71 P/E (TTM): 62.33X Cap: $7.28B
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• iRobot Corporation (IRBT $3.29)
  • $3.29 Cap: $105M
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• Pegasystems Inc. (PEGA $51.82)
  • $51.82 P/E (TTM): 45.86X Cap: $8.86B
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• Dynatrace Inc. (DT $48.66)
  • $48.66 P/E (TTM): 30.28X Cap: $14.67B
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Q: which small and midcap robotic companies stand out for future growth

Tx Dick

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Read Answer Asked by dick on March 07, 2023

Q: Peter; Is there a way to track the US dollar ? Thanks
Rod

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Read Answer Asked by Rodney on March 07, 2023

• Algonquin Power & Utilities Corp. (AQN $8.06)
  • $8.06 Cap: $6.19B
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Q: What are the expectations for the March 17 AQN quarterly report and how does this align with expectations set by AQN itself?

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Read Answer Asked by Robert on March 07, 2023

• Secure Waste Infrastructure Corp. (SES $16.40)
  • $16.40 P/E (TTM): 19.83X Cap: $3.76B
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Q: With the sudden fall in the stock due to problems with the Competition Bureau regarding a planned acquisition, would you hold?
Your general analysis of the company and its prospects would be appreciated.
Thanks, Len

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Read Answer Asked by Leonard on March 07, 2023