Investment Q&A

• BMO Low Volatility Canadian Equity ETF (ZLB $55.38)
  • $55.38 P/E (TTM): 34.63X Cap: $5.26B
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• BMO S&P/TSX Capped Composite Index ETF (ZCN $38.99)
  • $38.99 P/E (TTM): 16.32X Cap: $11.81B
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Q: According to my TD research, on a 1, 3, and 5 year basis, ZLB has outperformed ZCN despite ZLB's higher MER and lower dividend. Is that a reasonable apples to apples comparison? I'm wondering if it's worth it to sell my ZLB and buy ZCN or does it all work out to about the same? Thanks. And belated Happy Thanksgiving

Upvote 2

Read Answer Asked by M.S. on October 18, 2024

• Constellation Software Inc. (CSU $4,599.69)
  • $4,599.69 P/E (TTM): 114.18X Cap: $97.47B
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Q: Hi team,

What are your thoughts on the current valuation of this company?

Do you believe there is still a significant runway over the next 15-20 years?

Thanks

Upvote 15

Read Answer Asked by Keith on October 18, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $133.93)
  • $133.93 P/E (TTM): 17.59X Cap: $30.05B
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Q: Hi Team,

What are your thoughts on the company's current valuation and it's future prospects?

Do you believe this could be a long term compounder? Would you be comfortable buying it here?

Thanks,

Upvote 5

Read Answer Asked by Keith on October 18, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.34)
  • $203.34 P/E (TTM): 78.92X Cap: $264.21B
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Q: Hi Team,

What are your thoughts on the company's current valuation and it's future prospects?

Do you believe this could be a long term compounder? Would you be comfortable buying it here?

Thanks,

Upvote 8

Read Answer Asked by Keith on October 18, 2024

• Fortinet Inc. (FTNT $78.83)
  • $78.83 P/E (TTM): 31.51X Cap: $60.40B
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• Palo Alto Networks Inc. (PANW $194.46)
  • $194.46 P/E (TTM): 109.45X Cap: $130.07B
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• CrowdStrike Holdings Inc. (CRWD $417.63)
  • $417.63 Cap: $104.80B
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Q: Could you please provide your top 3 stocks in the cyber security field?

Thanks

Dave.

Upvote 11

Read Answer Asked by David on October 18, 2024

• Toronto-Dominion Bank (The) (TD $103.16)
  • $103.16 P/E (TTM): 8.72X Cap: $176.11B
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• Bank of Nova Scotia (The) (BNS $87.86)
  • $87.86 P/E (TTM): 16.68X Cap: $109.08B
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Q: Which one of Td or Bns do you think willl provide the best return over the next 3 to 5 years?

Upvote 9

Read Answer Asked by Terry on October 18, 2024

• CAE Inc. (CAE $36.86)
  • $36.86 P/E (TTM): 28.55X Cap: $11.81B
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• Magellan Aerospace Corporation (MAL $16.37)
  • $16.37 P/E (TTM): 23.95X Cap: $935M
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• Heico Corporation (HEI $321.62)
  • $321.62 P/E (TTM): 74.32X Cap: $44.77B
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• RTX Corporation (RTX $157.52)
  • $157.52 P/E (TTM): 34.75X Cap: $210.84B
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Q: Finally back even with MAL after 3+ yrs ...... hold or sell ?

Upvote 4

Read Answer Asked by Brant on October 18, 2024

• EQB Inc. (EQB $91.97)
  • $91.97 P/E (TTM): 10.38X Cap: $3.52B
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Q: I owned CWB:T, now acquired by NA:T. I want to replace it with small bank such as EQB or LB. Do you think EQB:T has good long term business model and do well or your analysis prefer to stay with large banks? I do own TD, RY. It's just a replacement of CWB:T.
Thanks
Piyush

Upvote 5

Read Answer Asked by Piyush on October 18, 2024

• Boyd Group Services Inc. (BYD $234.54)
  • $234.54 P/E (TTM): 445.32X Cap: $5.03B
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Q: What will it take for BOYD Group to turn their business around and their price to go up to their historical levels.

Upvote 2

Read Answer Asked by Nick on October 18, 2024

• Chord Energy Corporation (CHRD $103.42)
  • $103.42 P/E (TTM): 7.12X Cap: $5.92B
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Q: Hello. I got Chord Energy when they took over Enerplus and continue to hold it today. Enerplus was a great stock for me. Chord, well, not so much as I'm down about 40%. What do you think of its prospects from here? Thanks

Upvote 1

Read Answer Asked by Martin on October 18, 2024

• Booking Holdings Inc. (BKNG $5,505.80)
  • $5,505.80 P/E (TTM): 38.92X Cap: $178.44B
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• NextEra Energy Inc. (NEE $70.90)
  • $70.90 P/E (TTM): 25.05X Cap: $146B
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• Realty Income Corporation (O $59.29)
  • $59.29 P/E (TTM): 52.68X Cap: $54.20B
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• Prologis Inc. (PLD $113.65)
  • $113.65 P/E (TTM): 29.99X Cap: $104.50B
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• Williams Companies Inc. (The) (WMB $57.20)
  • $57.20 P/E (TTM): 29.16X Cap: $69.85B
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• Royal Bank of Canada (RY $200.22)
  • $200.22 P/E (TTM): 20.28X Cap: $281.30B
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• Toronto-Dominion Bank (The) (TD $103.16)
  • $103.16 P/E (TTM): 8.72X Cap: $176.11B
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• Bank of Nova Scotia (The) (BNS $87.86)
  • $87.86 P/E (TTM): 16.68X Cap: $109.08B
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• goeasy Ltd. (GSY $214.54)
  • $214.54 P/E (TTM): 12.79X Cap: $3.44B
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• Hilton Worldwide Holdings Inc. (HLT $272.30)
  • $272.30 P/E (TTM): 42.31X Cap: $64.04B
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• Constellation Energy Corporation (CEG $301.58)
  • $301.58 P/E (TTM): 32.51X Cap: $94.21B
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• Brookfield Corporation Class A Limited Voting Shares (BN $92.16)
  • $92.16 P/E (TTM): 152.22X Cap: $137.85B
  • View BN Profile
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Q: Hi,
Need to rebalance and am seeking etf and stock ideas.
Looking to:
1)Decrease canadian financials (currently hold BNS, BN, GSY, IFC, MFC, PRL, RY, TD)
2)Increase US consumer discretionary
3)Increase US real estate
4)Increase US utilities

Questions:
1)What order might YOU sell the stocks in #1 above?
2)Please provide 2 stock and 1 ETF pick you believe have decent long-term prospects for each of:
a)US consumer discretionary
b)US real estate
c)US utilities

Thank you.

Upvote 7

Read Answer Asked by Trevor on October 18, 2024

• BNS Tiered Investment Savings Account A U$ (DYN6001 $1.00)
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Q: What is your opinion on DYN6001 for USD regarding safety and liquidity? Other suggestions?

Upvote 1

Read Answer Asked by Jean on October 18, 2024

• NVIDIA Corporation (NVDA $167.02)
  • $167.02 P/E (TTM): 55.04X Cap: $4.05T
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• Recursion Pharmaceuticals Inc. (RXRX $4.61)
  • $4.61 Cap: $2B
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• NANO-X IMAGING LTD (NNOX $3.69)
  • $3.69 Cap: $239M
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• Arm Holdings plc (ARM $138.17)
  • $138.17 P/E (TTM): 180.64X Cap: $146.50B
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Q: I heard NVDA have invested in below 5 stocks
ARM, NNOX, RXRX, SOUN & TSPH.

Can you please confirm if they really have and would you consider as a buy and why.

If yes in which order would you purchase.

Please deduct credit as required

Thanks for your great service

Upvote 7

Read Answer Asked by Hector on October 18, 2024

Q: The Macro Market Models are very interesting. I think I missed the explanation on the "Sector, Size, and Style Rotation" tables which give percentages for each signal i.e., Trim, Hold/Tactical Buy, Buy and Strong Buy". What are these percentages relative to? Thanks.

Upvote 3

Read Answer Asked by Danny-boy on October 18, 2024

• Quanta Services Inc. (PWR $372.50)
  • $372.50 P/E (TTM): 57.96X Cap: $55.50B
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• Cameco Corporation (CCO $105.13)
  • $105.13 P/E (TTM): 86.58X Cap: $45.76B
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• BWX Technologies Inc. (BWXT $163.64)
  • $163.64 P/E (TTM): 51.26X Cap: $14.97B
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• Constellation Energy Corporation (CEG $301.58)
  • $301.58 P/E (TTM): 32.51X Cap: $94.21B
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Q: Everyday Nuclear Energy is in the Headlines , and now Big Tech Investing
Other than Cameco ( over weight ) how do we invest ? small nuclear reactors ?

Greg

Upvote 5

Read Answer Asked by Greg on October 18, 2024

• Applied Materials Inc. (AMAT $162.75)
  • $162.75 P/E (TTM): 19.01X Cap: $129.65B
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• Lam Research Corporation (LRCX $102.95)
  • $102.95 P/E (TTM): 23.55X Cap: $130.29B
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Q: LRCX and AMAT both fell hard after ASML reported. Is the drop overdone? Are LRCX or AMAT buyable? If yes, at or below what price on each? And between the LRCX and AMAT, do you have a preference?

Upvote 2

Read Answer Asked by Adam on October 18, 2024

• Royal Bank of Canada (RY $200.22)
  • $200.22 P/E (TTM): 20.28X Cap: $281.30B
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• Canadian National Railway Company (CNR $133.76)
  • $133.76 P/E (TTM): 18.36X Cap: $83.49B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $133.93)
  • $133.93 P/E (TTM): 17.59X Cap: $30.05B
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• Fortis Inc. (FTS $68.18)
  • $68.18 P/E (TTM): 20.05X Cap: $34.33B
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• Toromont Industries Ltd. (TIH $144.87)
  • $144.87 P/E (TTM): 24.11X Cap: $11.77B
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• Alimentation Couche-Tard Inc. (ATD $76.24)
  • $76.24 P/E (TTM): 19.64X Cap: $71.71B
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• iShares Core Balanced ETF Portfolio (XBAL $32.39)
  • $32.39 P/E (TTM): 2.67X Cap: $2.16B
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• Topicus.com Inc. (TOI $178.50)
  • $178.50 P/E (TTM): 84.73X Cap: $14.87B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $80.66)
  • $80.66 P/E (TTM): 39.89X Cap: $130.11B
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Q: For my 6yr old daughter's RESP I hold 50% in XBAL and ~12.5% in the 4 securities listed. When I make my next contribution I am looking to add another position.

Given a 10 year timeframe before the funds are needed what are some names that you would consider to complement the existing holdings?

Upvote 11

Read Answer Asked by Jeffrey on October 18, 2024

• Enbridge Inc. (ENB $66.87)
  • $66.87 P/E (TTM): 23.44X Cap: $145.84B
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• Canadian Natural Resources Limited (CNQ $42.06)
  • $42.06 P/E (TTM): 10.93X Cap: $87.85B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $133.93)
  • $133.93 P/E (TTM): 17.59X Cap: $30.05B
  • View GIB.A Profile
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• Celestica Inc. (CLS $336.26)
  • $336.26 P/E (TTM): 47.27X Cap: $38.68B
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• TMX Group Limited (X $54.30)
  • $54.30 P/E (TTM): 36.07X Cap: $15.09B
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• Toromont Industries Ltd. (TIH $144.87)
  • $144.87 P/E (TTM): 24.11X Cap: $11.77B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $58.61)
  • $58.61 P/E (TTM): 100.32X Cap: $3.83B
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• iShares S&P/TSX 60 Index ETF (XIU $43.41)
  • $43.41 P/E (TTM): 14.6X Cap: $18.26B
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• Vanguard S&P 500 Index ETF (VFV $159.51)
  • $159.51 P/E (TTM): 82.03X Cap: $24.89B
  • View VFV Profile
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $99.89)
  • $99.89 Cap: $2.14B
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• Hydro One Limited (H $49.99)
  • $49.99 P/E (TTM): 23.89X Cap: $29.98B
  • View H Profile
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• TerraVest Industries Inc. (TVK $144.52)
  • $144.52 Cap: $3.13B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $121.52)
  • $121.52 P/E (TTM): 17.87X Cap: $1.44B
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• Canoe EIT Income Fund (EIT.UN $15.27)
  • $15.27 P/E (TTM): 50.26X Cap: $2.42B
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• Boyd Group Services Inc. (BYD $234.54)
  • $234.54 P/E (TTM): 445.32X Cap: $5.03B
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• Propel Holdings Inc. (PRL $32.18)
  • $32.18 P/E (TTM): 15.66X Cap: $1.25B
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• Brookfield Corporation Class A Limited Voting Shares (BN $92.16)
  • $92.16 P/E (TTM): 152.22X Cap: $137.85B
  • View BN Profile
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Q: Hello Peter and Team. I am about to open a new TFSA account with almost 100K. Time frame of 5-8 years. Could you please recommend 4-6 growth/income stocks with 1or 2 ETF’s?

I was thinking BN, VFV, EIT.UN, TVK. Any other recommendations would be appreciated. Thanks for the amazing service. Brian

Upvote 39

Read Answer Asked by Brian on October 18, 2024

• Ibotta Inc. Class A (IBTA $27.51)
  • $27.51 P/E (TTM): 7.98X Cap: $770M
  • View IBTA Profile
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Q: Can you give me your opinion on this stock, thank you.

Upvote 2

Read Answer Asked by Martin on October 18, 2024

• HealWELL AI Inc. Class A Subordinate Voting Shares (AIDX $1.30)
  • $1.30 Cap: $385M
  • View AIDX Profile
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Q: Is aidx.to worth buying for a small cap portfolio?

Upvote 1

Read Answer Asked by philip on October 18, 2024