Investment Q&A

• Agnico Eagle Mines Limited (AEM $187.99)
  • $187.99 P/E (TTM): 23.11X Cap: $93.82B
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• Lundin Gold Inc. (LUG $81.61)
  • $81.61 P/E (TTM): 23.94X Cap: $17.84B
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• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X Cap: $1.19B
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Q: Are Canadian gold stocks undervalued? Which have the best upside potential in the next few years

Upvote 5

Read Answer Asked by Stephen on March 25, 2024

• BCE Inc. (BCE $33.46)
  • $33.46 P/E (TTM): 76.19X Cap: $30.10B
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Q: why doesn't the whole telecom sector not do great with the rates so high and no completion ?
thx James

Upvote 6

Read Answer Asked by JAMES on March 25, 2024

• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $47.39)
  • $47.39 Cap: $17.66B
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Q: I would like to sell BEPC for a tax loss. I am looking for a proxy that is of the same quality. I do plan to eventually rebuy BEPC after the 30 day period. Any ideas?
thanks

Upvote 4

Read Answer Asked by Mary on March 25, 2024

• NVIDIA Corporation (NVDA $182.23)
  • $182.23 P/E (TTM): 57.88X Cap: $4.41T
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• Vertiv Holdings LLC Class A (VRT $141.14)
  • $141.14 P/E (TTM): 81.25X Cap: $53.22B
  • View VRT Profile
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Q: Hi Team,
I was debating taking a position in VRT. However, I am way overweight in NVDA at the moment in my portfolio. I was wondering if VRT is a stock that will be highly correlated to AI, and might track the sector same as NVDA? Perhaps they are too closely related to hold both? Or do you feel they are different enough that I should be holding both? I have been hesitant to trim NVDA for other AI plays simply due to the fact that NVDA seems to be the clear leader in the space and why sell the "Best"? Your thoughts please. Thanks

Shane.

Upvote 8

Read Answer Asked by Shane on March 25, 2024

• Pine Cliff Energy Ltd. (PNE $0.64)
  • $0.64 Cap: $229M
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• Alvopetro Energy Ltd. (ALV $5.80)
  • $5.80 P/E (TTM): 9.06X Cap: $211M
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• Birchcliff Energy Ltd. (BIR $6.37)
  • $6.37 P/E (TTM): 12.68X Cap: $1.74B
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Q: What is your opinion about selling pne or bir to increase my position
in alv.
alv is down significantly and currently has a fantastic dividend

thank you

Upvote 2

Read Answer Asked by JACK on March 25, 2024

• Vertex Pharmaceuticals Incorporated (VRTX $372.38)
  • $372.38 Cap: $96.30B
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• Eli Lilly and Company (LLY $636.47)
  • $636.47 P/E (TTM): 60.73X Cap: $607.36B
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• Novo Nordisk A/S (NVO $50.47)
  • $50.47 P/E (TTM): 12.8X Cap: $363.68B
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Q: Opinion Please? Might this be a way to play the weight loss drug trend? Do you have other healthcare suggestions?

Upvote 2

Read Answer Asked by Colleen on March 25, 2024

• Victorias Secret & Co. (VSCO $21.35)
  • $21.35 P/E (TTM): 10.45X Cap: $1.49B
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Q: Your general thoughts please, thanks.

Upvote 2

Read Answer Asked by MG on March 25, 2024

• lululemon athletica inc. (LULU $188.92)
  • $188.92 P/E (TTM): 13.37X Cap: $21.92B
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Q: Many fashion companies are not performing to well recently. LULU is crashing today on lowered forecast. Any other problems you see.
Opportunity to buy?
Any discretionary you like better ?

Thanks to the team,

Denis.

Upvote 1

Read Answer Asked by Denis on March 25, 2024

• Canadian Solar Inc. (CSIQ $11.81)
  • $11.81 Cap: $758M
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Q: Hi Team,

Can you comment on this company? I'm not sure why it gets such little respect

Upvote 1

Read Answer Asked by David on March 25, 2024

• Tantalus Systems Holding Inc. (GRID $3.21)
  • $3.21 Cap: $167M
  • View GRID Profile
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Q: What is the business model for Tantalus System. Also, what is their competitive advantage in the next 10 years. Does management and insiders own a lot of shares. Thank you for taking the time to answer my questions.

Upvote 2

Read Answer Asked by Norwood on March 25, 2024

• TerraVest Industries Inc. (TVK $159.01)
  • $159.01 P/E (TTM): 39.38X Cap: $3.09B
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• Trane Technologies plc (TT $429.81)
  • $429.81 P/E (TTM): 33.89X Cap: $95.26B
  • View TT Profile
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Q: With the HVAC component in each of these companies, would there be too much overlap holding both?

Thanks.

Upvote 2

Read Answer Asked by Alan on March 25, 2024

• Manulife Financial Corporation (MFC $41.40)
  • $41.40 P/E (TTM): 16.23X Cap: $71.23B
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• Great-West Lifeco Inc. (GWO $53.37)
  • $53.37 P/E (TTM): 13.15X Cap: $49.36B
  • View GWO Profile
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• Sun Life Financial Inc. (SLF $78.11)
  • $78.11 P/E (TTM): 15.52X Cap: $48.06B
  • View SLF Profile
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• Intact Financial Corporation (IFC $284.22)
  • $284.22 P/E (TTM): 23.24X Cap: $50.60B
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• Arch Capital Group Ltd. (ACGL $89.00)
  • $89.00 P/E (TTM): 9.21X Cap: $33.16B
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Q: How the above insurance companies rank in comparison to one another for total return?

Upvote 9

Read Answer Asked by Mike on March 25, 2024

• Surge Energy Inc. (SGY $7.17)
  • $7.17 P/E (TTM): 15.7X Cap: $728M
  • View SGY Profile
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Q: What is the breakdown of their business model, meaning it is an oil play company or a natural gas company. Also is the dividend payout sustainable. When can the company start hitting their debt target to start buying back their stocks like the other oil and gas companies.

Upvote 3

Read Answer Asked by Norwood on March 25, 2024

• lululemon athletica inc. (LULU $188.92)
  • $188.92 P/E (TTM): 13.37X Cap: $21.92B
  • View LULU Profile
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Q: Curious to hear your thoughts on recent news. Would you be a buyer at current prices or sit and wait?

Upvote 2

Read Answer Asked by Steven on March 25, 2024

• Palantir Technologies Inc. (PLTR $187.27)
  • $187.27 P/E (TTM): 780.61X Cap: $432.24B
  • View PLTR Profile
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Q: Have room for one more tech - if you had to pick - PLTR or VRT. And why?

Upvote 9

Read Answer Asked by Scott on March 25, 2024

• PayPal Holdings Inc. (PYPL $68.17)
  • $68.17 P/E (TTM): 15.6X Cap: $65.17B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• StoneCo Ltd. (STNE $14.29)
  • $14.29 Cap: $3.66B
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• PagSeguro Digital Ltd. Class A (PAGS $8.39)
  • $8.39 Cap: $2.73B
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• MoneyLion Inc. Class A (ML)
  • Cap: $972M
  • View ML Profile
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Q: What is your opinion of Money Lion? How do its prospects compare to, for example, SQ, STNE, PYPL or PAGS?
Thanxx!

Upvote 2

Read Answer Asked by David on March 25, 2024

• ADF Group Inc. Subordinate Voting Shares (DRX $8.65)
  • $8.65 P/E (TTM): 5.1X Cap: $245M
  • View DRX Profile
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Q: Good morning, you have said that DRX is a cyclable company. Where in the cycle would you say that they are these days, thanks?

Upvote 5

Read Answer Asked by Pat on March 25, 2024

• Reddit Inc. Class A (RDDT $213.17)
  • $213.17 P/E (TTM): 39.85X Cap: $34.80B
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Q: What are your thoughts about this after the big jump..I did not get in the ipo..but considering it..do you think this would be worth considering for a 5 year hold? Thanks. Shyam

Upvote 3

Read Answer Asked by Shyam on March 25, 2024

• Nutrien Ltd. (NTR $75.67)
  • $75.67 P/E (TTM): 54.4X Cap: $37.32B
  • View NTR Profile
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Q: "NUTRIEN LTD FILES FOR MIXED SHELF; SIZE NOT DISCLOSED", can't figure if this is good, bad or nonplus? Could you provide some understanding please.

Upvote 3

Read Answer Asked by Stephen on March 25, 2024

• Gambling.com Group Limited (GAMB $10.07)
  • $10.07 Cap: $353M
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Q: GAMB stock price action has been unimpressive yet analysts seem very positive on its future within the realm of gambling stocks. Welcome your thoughts.

Upvote 2

Read Answer Asked by John on March 25, 2024