Investment Q&A

• KKR & Co. Inc. (KKR $102.77)
  • $102.77 P/E (TTM): 43.11X Cap: $90.68B
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• Blackstone Inc. (BX $130.20)
  • $130.20 P/E (TTM): 37.21X Cap: $95.89B
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• Apollo Global Management Inc. (APO $125.03)
  • $125.03 P/E (TTM): 18.23X Cap: $72.59B
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• Ares Management Corporation Class A (ARES $131.93)
  • $131.93 P/E (TTM): 57.61X Cap: $43.76B
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• Brookfield Corporation Class A Limited Voting Shares (BN $65.66)
  • $65.66 P/E (TTM): 95.84X Cap: $146.08B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.20)
  • $71.20 P/E (TTM): 33.43X Cap: $115.49B
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Q: Hi group ...Can you explain the difference between private equity and private credit. Also how to patriciate in this sector and what is your top 3 picks to start positions?...Thanks for your help

Upvote 6

Read Answer Asked by Terence on August 13, 2024

• Adaptimmune Therapeutics plc (ADAP)
  • Cap: $14M
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Q: Greetings, can you please provide an analysis of the June 30/24 financial results and your assessment of future prospects. Would you rate it as a buy, hold or sell? Thank you.

Upvote 1

Read Answer Asked by Barbara on August 13, 2024

• e.l.f. Beauty Inc. (ELF $85.33)
  • $85.33 P/E (TTM): 46.05X Cap: $4.81B
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Q: Thoughts on ELF's latest quarter? Is it a buy/hold/sell? If a buy, what weighting would you apply in a growth portfolio?

Upvote 3

Read Answer Asked by Gooding on August 13, 2024

• BCE Inc. (BCE $35.07)
  • $35.07 P/E (TTM): 5.26X Cap: $32.64B
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• TELUS Corporation (T $18.46)
  • $18.46 P/E (TTM): 23.83X Cap: $28.40B
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Q: How safe is the dividend of Telus and BCE?

Upvote 8

Read Answer Asked by Danny on August 13, 2024

• Lumine Group Inc. (LMN $18.21)
  • $18.21 P/E (TTM): 70.94X Cap: $4.69B
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Q: Did lumine issue new stock in the past quarter? If so I guess they aren’t following the constellation playbook?

Upvote 7

Read Answer Asked by Cory on August 13, 2024

• Exchange Income Corporation (EIF $100.36)
  • $100.36 P/E (TTM): 36.41X Cap: $5.33B
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Q: Your thoughts on earnings and growth prospects for next 1-3 years

Upvote 7

Read Answer Asked by Bill on August 13, 2024

• Super Micro Computer Inc. (SMCI $30.29)
  • $30.29 P/E (TTM): 22.46X Cap: $18.29B
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Q: Can you please provide your opinion about starting a position in SMCI?

Upvote 5

Read Answer Asked by Gurdeep on August 13, 2024

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $60.59)
  • $60.59 P/E (TTM): 30.32X Cap: $4.09B
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Q: What happened to the price on Aug 8-9 it seems to have dropped 60 some odd %. I am hoping for a share split. I have not received any notification. Thanks

Upvote 2

Read Answer Asked by Gary on August 13, 2024

• Bank of Nova Scotia (The) (BNS $103.70)
  • $103.70 P/E (TTM): 25.35X Cap: $128.08B
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• BCE Inc. (BCE $35.07)
  • $35.07 P/E (TTM): 5.26X Cap: $32.64B
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• Enbridge Inc. (ENB $70.14)
  • $70.14 P/E (TTM): 28.03X Cap: $159.88B
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• TC Energy Corporation (TRP $84.67)
  • $84.67 P/E (TTM): 26.54X Cap: $90.06B
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Q: Is there any CAD dividend stock paying over 6% yield that you feel are safe and can be invested for a long-term.

Upvote 10

Read Answer Asked by Danny on August 13, 2024

• Hecla Mining Company (HL $21.20)
  • $21.20 P/E (TTM): 70.63X Cap: $15.14B
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Q: I have a few US dollars in my TFSA. Is Hecla Mining a buy here?

Upvote 1

Read Answer Asked by george on August 13, 2024

• Rogers Sugar Inc. (RSI $6.56)
  • $6.56 P/E (TTM): 11.68X Cap: $838M
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Q: Could you comment on results?

Upvote 2

Read Answer Asked by terrance on August 13, 2024

• Edwards Lifesciences Corporation (EW $79.42)
  • $79.42 P/E (TTM): 32.7X Cap: $44.02B
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Q: i've owned a half position in Edwards Lifesciences for several years in a basket of several important US medical companies. Certainly I see an opportunity to create a full position at these low levels. However I'm primarily a dividend investor close to retirement, and Edwards does not pay me a dividend. Is the company ever likely to pay a dividend ? What is the likely future for this company ten or twenty years out.

Upvote 2

Read Answer Asked by steve on August 13, 2024

• REV Group Inc. (REVG)
  • P/E (TTM): 33.65X Cap: $3.11B
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Q: Thoughts on revg, thank you

Upvote 2

Read Answer Asked by Ada on August 13, 2024

• Lumine Group Inc. (LMN $18.21)
  • $18.21 P/E (TTM): 70.94X Cap: $4.69B
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Q: Why is Lumine collapsing?

Upvote 22

Read Answer Asked by Kim on August 13, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.69)
  • $153.69 P/E (TTM): 84.58X Cap: $200.67B
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• Ero Copper Corp. (ERO $40.18)
  • $40.18 P/E (TTM): 23.32X Cap: $4.34B
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• Elastic N.V. (ESTC $59.33)
  • $59.33 Cap: $6.48B
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• Encore Energy Corp. (EU $3.32)
  • $3.32 Cap: $677M
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• Vertiv Holdings LLC Class A (VRT $241.56)
  • $241.56 P/E (TTM): 88.5X Cap: $89.66B
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• Lumine Group Inc. (LMN $18.21)
  • $18.21 P/E (TTM): 70.94X Cap: $4.69B
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• Nextpower Inc. (NXT $121.34)
  • $121.34 P/E (TTM): 29.78X Cap: $17.28B
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Q: I'm looking to raise some cash by selling a combination of stocks. In what order would you sell from this particular list?

Upvote 10

Read Answer Asked by Alfred on August 13, 2024

• Sienna Senior Living Inc. (SIA $23.46)
  • $23.46 P/E (TTM): 51.4X Cap: $2.17B
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Q: Have held Sienna for about 4 years, and despite some ups and downs, currently have some decent capital gains on top of the nice dividend. I have been considering selling it, but now notice there is a new issue. Could you comment on the purpose of the new issue and if you consider Sienna a hold or sell. This is in an RSP, so no tax implications.
Thank-you

Upvote 1

Read Answer Asked by grant on August 13, 2024

• Amazon.com Inc. (AMZN $199.96)
  • $199.96 P/E (TTM): 27.73X Cap: $2.13T
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• Costco Wholesale Corporation (COST $1,013.12)
  • $1,013.12 P/E (TTM): 70.78X Cap: $452.07B
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• Alphabet Inc. (GOOGL $300.86)
  • $300.86 P/E (TTM): 28.28X Cap: $3.69T
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• Microsoft Corporation (MSFT $396.71)
  • $396.71 P/E (TTM): 25.1X Cap: $2.98T
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• Constellation Software Inc. (CSU $2,305.14)
  • $2,305.14 P/E (TTM): 55.25X Cap: $49.94B
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Q: Hi Folks,
I have some cash to deploy in my non registered account. I am looking at adding to CSU, AMZN, GOOGL, MSFT or COST. Would you please rank in order of adding to at current prices.
Thanks

Upvote 9

Read Answer Asked by JOHN on August 13, 2024

• WSP Global Inc. (WSP $225.97)
  • $225.97 P/E (TTM): 33.08X Cap: $28.89B
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Q: Any brief comments as it is after business hours, on the WSP acquisition and financing via receipts?

Upvote 12

Read Answer Asked by Aaron on August 12, 2024

Q: Good Morning,

The portfolioès update dated August 8, is the July report. Take this private if you wish.

Upvote 2

Read Answer Asked by Kelly on August 12, 2024

Q: Good day,

I am selling some positions and want build up cash. I have put it into TDB2914 Premium MMF at 4.52%. Is there any bettter options? How about a bond ETF?

Thanks,
George

Upvote 3

Read Answer Asked by George on August 12, 2024