Investment Q&A

• KKR & Co. Inc. (KKR $101.18)
  • $101.18 P/E (TTM): 42.87X Cap: $90.19B
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• Blackstone Inc. (BX $121.27)
  • $121.27 P/E (TTM): 34.75X Cap: $89.55B
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• Apollo Global Management Inc. (APO $119.72)
  • $119.72 P/E (TTM): 17.45X Cap: $69.48B
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• Ares Management Corporation Class A (ARES $123.16)
  • $123.16 P/E (TTM): 52.99X Cap: $40.25B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.96)
  • $62.96 P/E (TTM): 92.75X Cap: $141.36B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $69.20)
  • $69.20 P/E (TTM): 32.26X Cap: $111.46B
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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 $94.02)
  • $94.02 P/E (TTM): 53.12X Cap: $5.55B
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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 $35.29)
  • $35.29 P/E (TTM): 5.3X Cap: $32.90B
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• TELUS Corporation (T $18.61)
  • $18.61 P/E (TTM): 25.85X Cap: $29.05B
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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 $19.49)
  • $19.49 P/E (TTM): 75.56X Cap: $5B
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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 $101.54)
  • $101.54 P/E (TTM): 37.61X Cap: $5.51B
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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 $32.42)
  • $32.42 P/E (TTM): 23.84X Cap: $19.41B
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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 $61.50)
  • $61.50 P/E (TTM): 30.32X Cap: $4.14B
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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 $105.75)
  • $105.75 P/E (TTM): 25.98X Cap: $131.29B
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• BCE Inc. (BCE $35.29)
  • $35.29 P/E (TTM): 5.3X Cap: $32.90B
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• Enbridge Inc. (ENB $70.55)
  • $70.55 P/E (TTM): 26.98X Cap: $153.94B
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• TC Energy Corporation (TRP $85.34)
  • $85.34 P/E (TTM): 26.5X Cap: $85.34B
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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 $24.02)
  • $24.02 P/E (TTM): 49.02X Cap: $16.10B
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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 $6.57)
  • $6.57 P/E (TTM): 11.73X Cap: $842M
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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 $79.78)
  • $79.78 P/E (TTM): 34.39X Cap: $46.29B
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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 $19.49)
  • $19.49 P/E (TTM): 75.56X Cap: $5B
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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 $172.89)
  • $172.89 P/E (TTM): 136.93X Cap: $225.46B
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• Ero Copper Corp. (ERO $41.24)
  • $41.24 P/E (TTM): 23.01X Cap: $4.28B
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• Elastic N.V. (ESTC $58.12)
  • $58.12 Cap: $6.12B
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• Encore Energy Corp. (EU $3.61)
  • $3.61 Cap: $675M
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• Vertiv Holdings LLC Class A (VRT $243.75)
  • $243.75 P/E (TTM): 91.98X Cap: $93.19B
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• Lumine Group Inc. (LMN $19.49)
  • $19.49 P/E (TTM): 75.56X Cap: $5B
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• Nextpower Inc. (NXT $119.34)
  • $119.34 P/E (TTM): 30.52X Cap: $17.71B
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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 $22.94)
  • $22.94 P/E (TTM): 50.98X Cap: $2.15B
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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 $210.11)
  • $210.11 P/E (TTM): 29.3X Cap: $2.25T
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• Costco Wholesale Corporation (COST $985.27)
  • $985.27 P/E (TTM): 68.47X Cap: $437.33B
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• Alphabet Inc. (GOOGL $314.98)
  • $314.98 P/E (TTM): 29.14X Cap: $3.81T
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• Microsoft Corporation (MSFT $397.23)
  • $397.23 P/E (TTM): 24.84X Cap: $2.94T
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• Constellation Software Inc. (CSU $2,486.52)
  • $2,486.52 P/E (TTM): 58.29X Cap: $52.69B
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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 $229.50)
  • $229.50 P/E (TTM): 34.33X Cap: $29.97B
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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