Investment Q&A

• BMO Low Volatility Canadian Equity ETF (ZLB $55.11)
  • $55.11 P/E (TTM): 16.96X Cap: $5.32B
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• iShares Core Canadian Short Term Bond Index ETF (XSB $27.10)
  • $27.10 Cap: $3.25B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.94)
  • $39.94 P/E (TTM): 14.87X Cap: $1.04B
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• Invesco S&P 500 Low Volatility ETF (SPLV $73.02)
  • $73.02 P/E (TTM): 24.12X Cap: $7.81B
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• Vanguard Dividend Appreciation FTF (VIG $214.59)
  • $214.59 P/E (TTM): 24.27X Cap: $91.90B
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• Vanguard Balanced ETF Portfolio (VBAL $36.86)
  • $36.86 Cap: $4.07B
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• iShares Core 40/60 Moderate Allocation ETF (AOM $47.49)
  • $47.49 P/E (TTM): 0.66X Cap: $1.59B
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Q: Up to this point I have been a growth investor. Recently retired, I am converting some RRSP into a RIF and want to lower the risk profile. I am 60 y/o.

Kindly advise some ETFs that you would recommend in Canada or US.

Thanks a lot,

Upvote 8

Read Answer Asked by Marcela on October 08, 2024

• Purpose High Interest Savings Fund (PSA $50.02)
  • $50.02 Cap: $3.22B
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• Vanguard Balanced ETF Portfolio (VBAL $36.86)
  • $36.86 Cap: $4.07B
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• Global X High Interest Savings ETF (CASH $50.00)
  • $50.00 Cap: $6.71B
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Q: I have a good mix of stocks and ETFs and cash and I want to keep a good portion of my portfolio low maintenance. What do you suggest as a good ETF to set and forget in which I can put some funds into when I'm trimming my winners.

Upvote 6

Read Answer Asked by Danielle on October 08, 2024

• Emera Incorporated (EMA $65.97)
  • $65.97 P/E (TTM): 22.28X Cap: $19.74B
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Q: Emera is down recently on hurricane risks and damage. Would you consider this a buying opportunity or a consequential issue for the stock?
Thanks

Upvote 6

Read Answer Asked by richard on October 08, 2024

• Alphabet Inc. (GOOG $244.36)
  • $244.36 P/E (TTM): 26.35X Cap: $2.98T
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• Alphabet Inc. (GOOGL $244.05)
  • $244.05 P/E (TTM): 26.28X Cap: $2.95T
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• Microsoft Corporation (MSFT $514.60)
  • $514.60 P/E (TTM): 37.5X Cap: $3.82T
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• NVIDIA Corporation (NVDA $181.85)
  • $181.85 P/E (TTM): 50.77X Cap: $4.41T
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• Mastercard Incorporated (MA $568.14)
  • $568.14 P/E (TTM): 38.11X Cap: $513.60B
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• MercadoLibre Inc. (MELI $2,501.31)
  • $2,501.31 P/E (TTM): 60.98X Cap: $126.80B
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• Berkshire Hathaway Inc. (BRK.B $499.25)
  • $499.25 P/E (TTM): 17.14X Cap: $1.07T
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Q: Same question with some US names:
If YOU were a growth-focused investor building your portfolio, what would be the MAX weight (%) YOU would give to the following US names without losing sleep at night? As always, the portfolio is for long term buy and hold with a 5-10 year time frame.
MA
NVDA
GOOGLE
Microsoft
Mercardolibre
BRK.B
Thank you very much for your service. I have done well using your advice.

Upvote 15

Read Answer Asked by Anh on October 08, 2024

• Emera Incorporated (EMA $65.97)
  • $65.97 P/E (TTM): 22.28X Cap: $19.74B
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Q: Is there any reason for the sudden drop of Emera stock and is it a good long term hold for a retired divided seeker?

Upvote 3

Read Answer Asked by nick on October 08, 2024

• South Bow Corporation (SOBO $38.93)
  • $38.93 P/E (TTM): 21.21X Cap: $8.10B
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Q: In a recent answer to a members question you made reference to "free" SOBO shares - resulting from the TRP spin out. I received spin out shares previously where the parent company share price was lowered as part of the spin out. Simply put were the SOBO shares in fact "free"?
Regards

Upvote 4

Read Answer Asked by Reg on October 08, 2024

• South Bow Corporation (SOBO $38.93)
  • $38.93 P/E (TTM): 21.21X Cap: $8.10B
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Q: As a dividend value investor with a five year or more outlook, should I keep the few SOBO shares, should I sell the shares and by more TRP or should I boost the number of SOBO shares?

Upvote 6

Read Answer Asked by STANLEY on October 08, 2024

• Pan American Silver Corp. (PAAS $54.01)
  • $54.01 P/E (TTM): 26.64X Cap: $19.54B
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Q: I am planning to sell PAAS to crystalize a tax loss. What relatively safe silver stock
would you recommend as a replacement?
With appreciation,
Ed

Upvote 1

Read Answer Asked by Ed on October 08, 2024

• Trane Technologies plc (TT $414.38)
  • $414.38 P/E (TTM): 32.95X Cap: $92.20B
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Q: Trane has done exceedingly well over the past couple of years. I assume this has been due to outfitting data centers, increased need for air conditioning commercially and residentially and tech advances in their products. Do you still a good runway for growth and does the share price fairly reflect its value?

Appreciate your insight.

Paul F.

Upvote 3

Read Answer Asked by Paul on October 08, 2024

• Metro Inc. (MRU $93.38)
  • $93.38 P/E (TTM): 19.96X Cap: $20.31B
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• Maple Leaf Foods Inc. (MFI $36.07)
  • $36.07 P/E (TTM): 24.99X Cap: $4.47B
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• Jamieson Wellness Inc. (JWEL $35.62)
  • $35.62 P/E (TTM): 27.02X Cap: $1.48B
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Q: Would you support replacing MFI with a combination of MRU and JWEL at the current price.

Thanks

Sylvain

Upvote 4

Read Answer Asked by Sylvain on October 08, 2024

• MDA Space Ltd. (MDA $35.12)
  • $35.12 P/E (TTM): 37.54X Cap: $4.38B
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Q: Can you comment on Mda….recent breakout…updated thoughts?

Upvote 3

Read Answer Asked by Kim on October 08, 2024

• SilverCrest Metals Inc. (SIL $14.63)
  • $14.63 P/E (TTM): 17.82X Cap: $2.18B
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Q: What are your thoughts on the takeover price? Any opinion on the new combined entity assuming the takeover proceeds?

Likelihood of another competing bid?

Thanks!!

Upvote 1

Read Answer Asked by Robert on October 08, 2024

• Alamos Gold Inc. (AGI $48.21)
  • $48.21 P/E (TTM): 41.44X Cap: $20.27B
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Q: Over the last month AGI has benn quite week while the price of gold has hit record highs.Theoreticaly,if this company was to be bought out by a larger one,what would be it's price to book and how much of a premium would it fetch? I am comfortable hanging on to it as I see it as a well managed cie., with strong growth potential.
Many thanks,
Jean

Upvote 1

Read Answer Asked by Jean on October 08, 2024

• MDU Resources Group Inc. (Holding Company) (MDU $17.76)
  • $17.76 P/E (TTM): 16.65X Cap: $3.50B
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Q: What are your thoughts on MDU. Is debt level down now. Do you consider as a buy or hold.

Thanks for your great advice

Upvote 1

Read Answer Asked by Hector on October 08, 2024

• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.32)
  • $15.32 P/E (TTM): 9.31X Cap: $1.66B
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• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.56)
  • $13.56 Cap: $927M
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• Hamilton Technology YIELD MAXIMIZER TM ETF (QMAX $23.22)
  • $23.22 P/E (TTM): 36.13X Cap: $670M
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• Hamilton Energy YIELD MAXIMIZER TM ETF (EMAX $14.16)
  • $14.16 P/E (TTM): 13.84X Cap: $303M
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Q: Please advise if HAMILTON covered call ETF (QMAX, EMAX and others) eligible for the Canadian dividend tax credit.

Thanks for the great service

Upvote 4

Read Answer Asked by Hector on October 08, 2024

• Orange (ORAN)
  • P/E (TTM): 11.71X Cap: $29.65B
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Q: Peter and His Wonder Team
I have owned Oran for years and an up with a good dividend. However I just see that they are voluntarily delisting from the NYSE and will only trade in Europe. What does this mean for me. How complicated would this be for tracking, buying or selling? Thinking that maybe I should just sell now. Please give me your opinion. Thanks for your help!

Upvote 2

Read Answer Asked by Ernest on October 08, 2024

• Moderna Inc. (MRNA $25.33)
  • $25.33 Cap: $9.85B
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Q: Hi, Could you please provide your opinion on MRNA current price/valuation/potential growth ? The stock is currently down -37% YTD. At this price, do you see a potential contrarian long term investment ? thank you

Upvote 1

Read Answer Asked by Luc on October 08, 2024

• Uber Technologies Inc. (UBER $99.57)
  • $99.57 P/E (TTM): 16.77X Cap: $207.64B
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• Grab Holdings Limited (GRAB $6.11)
  • $6.11 Cap: $24.89B
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Q: In 2022 you had no interest in GRAB, based in Singapour. Do you have any interest now?

Upvote 3

Read Answer Asked by Kel on October 08, 2024

• Enbridge Inc (ENB $49.72)
  • $49.72 P/E (TTM): 24.28X Cap: $108.32B
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Q: Trump has stated that he intends to impose a 10% Tariff on all goods entering the country to make America great again. The small oil producers and coal lobby are also aligned with him and expecting favours. Could Enbridge get caught up in this mess? I would like to start a position but I’m uncertain of the risks. I appreciate your thoughts.

Upvote 4

Read Answer Asked by Brad on October 08, 2024

• TC Energy Corporation (TRP $74.38)
  • $74.38 P/E (TTM): 18.24X Cap: $77.30B
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• South Bow Corporation (SOBO $38.93)
  • $38.93 P/E (TTM): 21.21X Cap: $8.10B
  • View SOBO Profile
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Q: Can you tell me what the date of record was for determining the no. of shares of Sobo existing shareholders of Trp will receive.

Upvote 2

Read Answer Asked by Donald on October 08, 2024