Investment Q&A

• NVIDIA Corporation (NVDA $191.55)
  • $191.55 P/E (TTM): 47.1X Cap: $4.65T
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• Celestica Inc. (CLS $406.47)
  • $406.47 P/E (TTM): 49.0X Cap: $46.75B
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• Vertiv Holdings LLC Class A (VRT $245.42)
  • $245.42 P/E (TTM): 91.98X Cap: $93.83B
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• Evolve Cryptocurrencies ETF (ETC $12.25)
  • $12.25 Cap: $53M
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• Nebius Group N.V. (NBIS $100.61)
  • $100.61 Cap: $23.95B
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Q: What are the implications of DeepSeek - if proven, aside from loss of prestige? Loss of business/ product, fewer facilities, support capacity reduction, and so on? You likely already have questions on this topic. Appreciate your view.

Upvote 7

Read Answer Asked by Mike on January 28, 2025

• Descartes Systems Group Inc. (The) (DSG $86.02)
  • $86.02 P/E (TTM): 40.0X Cap: $7.39B
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Q: Given a three to five year period, is Descartes Systems at present a good buy for growth? Will it be affected by tariffs?

Thank you.

Howard

Upvote 4

Read Answer Asked by Howard on January 28, 2025

• Invesco S&P 500 Equal Weight ETF (RSP $201.85)
  • $201.85 P/E (TTM): 19.95X Cap: $86.33B
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• Invesco S&P 500 Equal Weight Index ETF (EQL $41.93)
  • $41.93 P/E (TTM): 19.95X Cap: $1.58B
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Q: Good Day
Is there an equal weight ETF for S+P 500 like RSP traded in Canada ?
Thanks

Upvote 1

Read Answer Asked by Terry on January 28, 2025

• Daktronics Inc. (DAKT $27.50)
  • $27.50 P/E (TTM): 76.81X Cap: $1.35B
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Q: Please comment on the merits of buying DAKT now, and provide an alternative you believe might be a better choice for growth if you have one.
Thanks

Upvote 2

Read Answer Asked by Sam on January 28, 2025

• Apollo Global Management Inc. (APO $113.73)
  • $113.73 P/E (TTM): 17.45X Cap: $66.01B
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• Ares Management Corporation Class A (ARES $114.57)
  • $114.57 P/E (TTM): 52.99X Cap: $37.44B
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Q: ARES vs. APO:

APO's P/E ratio (18.6) is significantly lower than ARES's (90). Is there a reason for this discrepancy? Which one is a better buy?

In the past three years, both stocks have surged nearly 300%, marking a substantial increase. Any comments or insights on this?

Thanks.

Upvote 1

Read Answer Asked by Esther on January 28, 2025

• Capital Power Corporation (CPX $62.96)
  • $62.96 P/E (TTM): 22.31X Cap: $9.79B
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Q: Hello Team,

A lot of power producing companies, including CPX, had a great run since the advent of AI and the need to power data centers sprouting everywhere. With the news about Deep Seek a lot of them took a shaving yesterday. Do you think CPX can recover? Thank you as always for your valuable insight.

Adel

Upvote 4

Read Answer Asked by Adel on January 28, 2025

• Vanguard FTSE Emerging Markets ETF (VWO $58.06)
  • $58.06 P/E (TTM): 4.24X Cap: $105.10B
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Q: Your thoughts on this fund. I have had it for three years and it has done nothing. It is 5% position. I thought it would balance my portfolio with some emerging markets, but it seems like more of a boat anchor. Should I keep it for the long term or move on.
Thanks

Upvote 1

Read Answer Asked by Gordon on January 28, 2025

• Brookfield Asset Management Inc Class A Limited (BAM $47.92)
  • $47.92 P/E (TTM): 32.26X Cap: $77.46B
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $31.86)
  • $31.86 Cap: $21.06B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $66.19)
  • $66.19 Cap: $8.74B
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• Brookfield Corporation Class A Limited (BN $44.00)
  • $44.00 P/E (TTM): 92.75X Cap: $99.15B
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Q: Hi, I have a good problem and looking for some suggestions here. I have Brookfield group companies to 17.5% right now. RRSP A/C- BAM-1%, BN-8.6%,BEP-5% , Non-Registered A/C - BIPC-2.8% . Should i let them grow or reduce and which one? Thanks

Upvote 2

Read Answer Asked by S on January 28, 2025

• Enbridge Inc. (ENB $71.75)
  • $71.75 P/E (TTM): 26.98X Cap: $156.55B
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Q: it is noticed that there several (8) analysts rating ENB a hold , also 8 analysts rate it a buy, while the average price target has already been reached, it seems that the former analysts believe some head winds are coming soon, which will force the price to drop. is it the new Trump era affecting ENB ?

Upvote 8

Read Answer Asked by Alejandro (Alex) on January 28, 2025

• Amazon.com Inc. (AMZN $205.27)
  • $205.27 P/E (TTM): 29.3X Cap: $2.20T
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• Costco Wholesale Corporation (COST $986.02)
  • $986.02 P/E (TTM): 68.47X Cap: $437.66B
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• Dollarama Inc. (DOL $195.69)
  • $195.69 P/E (TTM): 40.78X Cap: $53.57B
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• Metro Inc. (MRU $99.56)
  • $99.56 P/E (TTM): 27.99X Cap: $21.22B
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• North West Company Inc. (The) (NWC $56.56)
  • $56.56 P/E (TTM): 18.87X Cap: $2.68B
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• AstraZeneca PLC (AZN $204.94)
  • $204.94 P/E (TTM): 39.18X Cap: $643.97B
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Q: Amazon's decision to close operations in Quebec and lay off workers disappoints me. I wish to sell it and find some alternatives. I already own Costco. Coincidentally Astrazeneca announced Canadian expansion plans. What do you think of their stock?

Upvote 3

Read Answer Asked by Alex on January 28, 2025

• LPL Financial Holdings Inc. (LPLA $303.88)
  • $303.88 P/E (TTM): 29.41X Cap: $25.54B
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• Interactive Brokers Group Inc. (IBKR $71.54)
  • $71.54 P/E (TTM): 35.73X Cap: $31.86B
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• Robinhood Markets Inc. (HOOD $71.78)
  • $71.78 P/E (TTM): 31.71X Cap: $64.54B
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Q: Hi !

Graceful if you would provide your views on IBKR now.

Its price has now doubled in less than a year and it seems to have positive momentum.

Would you let that particular winner run or add to it or reduce ?

Which are, in order, your favorites for growth in that sector ? And, what about an etf ?

Gratefully,

Jacques IDS

Upvote 2

Read Answer Asked by Jacques on January 28, 2025

Q: Which Canadian Sectors and subsectors (Industries) are least likely to be affected by Trumps tariffs if enacted? It would be great if you could rank those in terms of risk to our portfolios.

Upvote 3

Read Answer Asked by EDWARD on January 28, 2025

• iShares Core Canadian Long Term Bond Index ETF (XLB $19.07)
  • $19.07 P/E (TTM): 5.13X Cap: $850M
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• Vanguard Canadian Aggregate Bond Index ETF (VAB $23.33)
  • $23.33 Cap: $6.97B
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• iShares iBoxx USD High Yield Corporate Bond ETF (HYG $80.87)
  • $80.87 Cap: $17.40B
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• iShares Core U.S. Aggregate Bond ETF (AGG $101.10)
  • $101.10 Cap: $140.33B
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• iShares 20+ Year Treasury Bond ETF (TLT $89.74)
  • $89.74 Cap: $45.27B
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Q: I have a lot of cash and am planning to trim some tech stocks.
I have no ETF.s or bonds in my portfolio. Can you recommend some safe and growth bonds.

Upvote 3

Read Answer Asked by Margita Elisabet on January 28, 2025

• HIVE Digital Technologies Ltd. (HIVE $2.88)
  • $2.88 Cap: $717M
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Q: HIVE SHARE PRICE NOW IS $4.42 AS OPPOSED TO $7.12 IN NOV. 2024. ITS SHARE PRICE LOST ABOUT 40% DESPITE BIT COIN GAINING APPROX 10 %. SINCE. REALLY I CAN'T FIGURE WHATS GOING ON. COULD U GIVE ME YOUR OPINION THANKS

Upvote 3

Read Answer Asked by terrance on January 28, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.67)
  • $160.67 P/E (TTM): 136.93X Cap: $209.53B
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Q: Why is SHOP moving up today? I see no material news.

Upvote 5

Read Answer Asked on January 28, 2025

• TC Energy Corporation (TRP $63.12)
  • $63.12 P/E (TTM): 26.5X Cap: $63.36B
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Q: In my question of yesterday, you suggested a 2% weighting for TRP. Please provide some comments as to why you selected this weighting. ram

Upvote 3

Read Answer Asked by Ray on January 28, 2025

• Meta Platforms Inc. (META $637.25)
  • $637.25 P/E (TTM): 27.91X Cap: $1.61T
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• Canadian National Railway Company (CNR $150.78)
  • $150.78 P/E (TTM): 20.51X Cap: $92.18B
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• Canadian Pacific Kansas City Limited (CP $116.15)
  • $116.15 P/E (TTM): 25.31X Cap: $104.63B
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• Brookfield Corporation Class A Limited Voting Shares (BN $60.28)
  • $60.28 P/E (TTM): 92.75X Cap: $135.34B
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Q: Canadian companies with US operations could be a target under the IRS section 891 to double taxes paid on their US operations in retaliation for our DST and UTPR according to tax experts here. What Canadian companies are most at risk for this?

https://financialpost.com/news/economy/canadian-business-pay-price-digital-services-tax

Upvote 5

Read Answer Asked by Jeff on January 28, 2025

• Metro Inc. (MRU $99.56)
  • $99.56 P/E (TTM): 27.99X Cap: $21.22B
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Q: Hello, your opinion please on Metro results, is it buyable now, for a long term hold? Thanks

Upvote 1

Read Answer Asked by Martin on January 28, 2025

• Fortis Inc. (FTS $78.24)
  • $78.24 P/E (TTM): 22.06X Cap: $39.69B
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• Hydro One Limited (H $57.64)
  • $57.64 P/E (TTM): 26.15X Cap: $34.57B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $59.02)
  • $59.02 Cap: $19.96B
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Q: Hi,
Thank you for answering my question on US Utilities. Much appreciated.

You mentioned that Canadian utilites may be a better option in your answer. I have H, EMA,FTS. Should I add to these or add another utility? Any suggestions in this space?
Thanks again.

Upvote 6

Read Answer Asked by Savalai on January 28, 2025

• ISHARES BITCOIN TR (IBIT $36.55)
  • $36.55 Cap: $49.10B
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Q: Please give me your updated view on Bitcoin. I remember, in one of your replies, you had mentioned something about drawdown, could you elaborate on that? At what point, are we in the cycle? Where would you find it interesting enough to take a position if not already owned? Thanks in advance.

Upvote 7

Read Answer Asked by K on January 28, 2025