Investment Q&A

• KKR & Co. Inc. (KKR $147.24)
  • $147.24 P/E (TTM): 61.02X Cap: $131.18B
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• Blackstone Inc. (BX $173.74)
  • $173.74 P/E (TTM): 51.38X Cap: $128.06B
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• Apollo Global Management Inc. (APO $144.60)
  • $144.60 P/E (TTM): 24.8X Cap: $82.71B
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• Ares Management Corporation Class A (ARES $192.76)
  • $192.76 P/E (TTM): 142.08X Cap: $62.97B
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• Brookfield Corporation Class A Limited Voting Shares (BN $90.35)
  • $90.35 P/E (TTM): 231.28X Cap: $148.85B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $86.34)
  • $86.34 P/E (TTM): 44.46X Cap: $139.22B
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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 $0.08)
  • $0.08 Cap: $122M
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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 $116.75)
  • $116.75 P/E (TTM): 65.69X Cap: $5.62B
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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 $33.77)
  • $33.77 P/E (TTM): 73.0X Cap: $31.13B
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• TELUS Corporation (T $22.13)
  • $22.13 P/E (TTM): 34.5X Cap: $33.50B
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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 $51.20)
  • $51.20 Cap: $13.13B
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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 $73.22)
  • $73.22 P/E (TTM): 27.66X Cap: $3.75B
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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 $46.43)
  • $46.43 P/E (TTM): 24.7X Cap: $27.71B
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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 $59.15)
  • $59.15 P/E (TTM): 55.32X Cap: $3.86B
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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 $77.71)
  • $77.71 P/E (TTM): 16.21X Cap: $96.79B
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• BCE Inc. (BCE $33.77)
  • $33.77 P/E (TTM): 73.0X Cap: $31.13B
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• Enbridge Inc. (ENB $65.23)
  • $65.23 P/E (TTM): 23.01X Cap: $142.20B
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• TC Energy Corporation (TRP $69.05)
  • $69.05 P/E (TTM): 16.88X Cap: $71.76B
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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 $7.67)
  • $7.67 P/E (TTM): 62.92X Cap: $5.13B
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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 $5.95)
  • $5.95 P/E (TTM): 12.98X Cap: $761M
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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 $76.93)
  • $76.93 P/E (TTM): 11.17X Cap: $45.16B
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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 $52.10)
  • $52.10 P/E (TTM): 26.55X Cap: $2.54B
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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 $51.20)
  • $51.20 Cap: $13.13B
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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 $205.80)
  • $205.80 P/E (TTM): 83.42X Cap: $267B
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• Ero Copper Corp. (ERO $18.91)
  • $18.91 P/E (TTM): 10.03X Cap: $1.95B
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• Elastic N.V. (ESTC $73.12)
  • $73.12 Cap: $7.71B
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• Encore Energy Corp. (EU $3.85)
  • $3.85 Cap: $678M
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• Vertiv Holdings LLC Class A (VRT $143.72)
  • $143.72 P/E (TTM): 81.3X Cap: $54.88B
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• Lumine Group Inc. (LMN $51.20)
  • $51.20 Cap: $13.13B
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• Nextracker Inc. (NXT $54.50)
  • $54.50 P/E (TTM): 14.66X Cap: $8.06B
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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 $18.95)
  • $18.95 P/E (TTM): 44.57X Cap: $1.74B
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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 $221.47)
  • $221.47 P/E (TTM): 33.73X Cap: $2.36T
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• Costco Wholesale Corporation (COST $991.25)
  • $991.25 P/E (TTM): 57.75X Cap: $439.59B
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• Alphabet Inc. (GOOGL $203.34)
  • $203.34 P/E (TTM): 21.43X Cap: $2.45T
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• Microsoft Corporation (MSFT $529.24)
  • $529.24 P/E (TTM): 38.25X Cap: $3.93T
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• Constellation Software Inc. (CSU $4,681.20)
  • $4,681.20 P/E (TTM): 100.28X Cap: $99.20B
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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 $282.98)
  • $282.98 P/E (TTM): 45.63X Cap: $36.93B
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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