Investment Q&A

• Intuitive Surgical Inc. (ISRG $475.00)
  • $475.00 P/E (TTM): 61.73X Cap: $175.03B
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• Micron Technology Inc. (MU $404.96)
  • $404.96 P/E (TTM): 38.32X Cap: $2.35T
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• NVIDIA Corporation (NVDA $184.44)
  • $184.44 P/E (TTM): 37.71X Cap: $4.52T
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• Booking Holdings Inc. (BKNG $4,268.28)
  • $4,268.28 P/E (TTM): 26.31X Cap: $136.90B
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• CrowdStrike Holdings Inc. (CRWD $441.40)
  • $441.40 Cap: $112.10B
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Q: Good Morning - I need to trim Nvidia a little. Can you please suggest a few high conviction names for TFSA (US or CDN) with a similar risk profile. Thanks!

Upvote 20

Read Answer Asked by Janet on June 20, 2024

• Broadcom Inc. (AVGO $337.18)
  • $337.18 P/E (TTM): 72.12X Cap: $1.61T
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• Micron Technology Inc. (MU $404.96)
  • $404.96 P/E (TTM): 38.32X Cap: $2.35T
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• NVIDIA Corporation (NVDA $184.44)
  • $184.44 P/E (TTM): 37.71X Cap: $4.52T
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• Super Micro Computer Inc. (SMCI $31.27)
  • $31.27 P/E (TTM): 23.38X Cap: $19.04B
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Q: Would you buy this today or would you add more nvda? I also have avgo in the semi space along with smci. Maximum growth potential is my primary consideration followed close second by not wanting undue risk. Thank you.

Jaso

Upvote 11

Read Answer Asked by Jason on June 20, 2024

• Enghouse Systems Limited (ENGH $17.91)
  • $17.91 P/E (TTM): 13.72X Cap: $978M
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Q: Decent last Q,but declined again after initial rise.A relative underpreformer who did not take the opportunity to make material acquisitions in a ripe envIironment.It Txs for U usual great services & views

Upvote 2

Read Answer Asked by Peter on June 20, 2024

• Ninepoint Crypto and AI Leaders ETF (TKN $22.66)
  • $22.66 P/E (TTM): 32.99X Cap: $24M
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Q: Thank you for your response to my question regarding TKN. While is is helpful to know how much money the fund manager charges, 0,70 MER. I am more interested in how much money the investor makes. Has this ETF made money for investors?

Upvote 4

Read Answer Asked by Guy R. on June 20, 2024

• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $55.64)
  • $55.64 Cap: $8.14B
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Q: If Trump wins the election in November, he has threatened to write executive orders against development of wind power as well as reduce incentives for all clean energy, wile promoting fossil fuels. You have often liked BEPC for a safe long-term investment (and I own a full position in it). How much will a Trump victory hurt the future growth of BEPC?

Upvote 4

Read Answer Asked by arnold on June 20, 2024

• Primo Water Corporation (PRMW $37.40)
  • $37.40 P/E (TTM): 15.23X
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Q: Do you have any comments on the deal with Bluetriton?
Jerry

Upvote 2

Read Answer Asked by Jerry on June 19, 2024

• NVIDIA Corporation (NVDA $184.44)
  • $184.44 P/E (TTM): 37.71X Cap: $4.52T
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Q: Ross Healy on BNN reports that he has sold all his NVDA shares. Would you comment on his thesis?

Upvote 14

Read Answer Asked by Jim on June 19, 2024

• Ballard Power Systems Inc. (BLDP $3.43)
  • $3.43 Cap: $875M
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• Vertiv Holdings LLC Class A (VRT $269.59)
  • $269.59 P/E (TTM): 79.2X Cap: $102.63B
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Q: Good morning

What are your thoughts on vrt and bldp having gotten together on a strategic alliance

Thks
Marse

Upvote 9

Read Answer Asked by Marcel on June 19, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $184.00)
  • $184.00 P/E (TTM): 28.27X Cap: $2.28B
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Q: HPS is dropping like a stone again. Any new ? Thanks for your excellent service.

Upvote 4

Read Answer Asked by Lai Kuen on June 19, 2024

• ADF Group Inc. Subordinate Voting Shares (DRX $9.15)
  • $9.15 P/E (TTM): 9.5X Cap: $267M
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Q: Canadian Investment Regulatory Organization Trading Halt - DRX 06/13/2024

Can you explain this?

Thank you.

Upvote 6

Read Answer Asked by Ross on June 19, 2024

• Xylem Inc. New (XYL $121.03)
  • $121.03 P/E (TTM): 31.3X Cap: $29.74B
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• Primo Water Corporation (PRMW $37.40)
  • $37.40 P/E (TTM): 15.23X
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• American Water Works Company Inc. (AWK $139.23)
  • $139.23 P/E (TTM): 23.35X Cap: $26.22B
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Q: I am interested in investing in water stocks and water equipment and service. Can you suggests some stocks in that area? Thanks. chees

Upvote 3

Read Answer Asked by Hans on June 19, 2024

• BCE Inc. (BCE $35.16)
  • $35.16 P/E (TTM): 5.39X Cap: $32.81B
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• TELUS Corporation (T $18.06)
  • $18.06 P/E (TTM): 25.86X Cap: $28.16B
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Q: Good afternoon,

I know there has been much angst here with Telus. And your responses in recent months have been very well thought out and helpful (rates; competitive/regulatory environment). I have a 2% weight in BCE, 1% weight in T. So not massive by any means. But the slow steady drip downwards in price is getting frustrating, and now seeing the price today lower than where it was in the depths of COVID in March 2020 is concerning. At what point do I just take the 1% in T and add to BCE?

Upvote 6

Read Answer Asked by Trevor on June 19, 2024

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $35.82)
  • $35.82 P/E (TTM): 29.17X Cap: $5.57B
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• SmartCentres Real Estate Investment Trust (SRU.UN $26.65)
  • $26.65 P/E (TTM): 33.55X Cap: $4.76B
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• Granite Real Estate Investment Trust (GRT.UN $86.48)
  • $86.48 Cap: $5.25B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.60)
  • $12.60 P/E (TTM): 34.24X Cap: $3.72B
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Q: Your thoughts on Smart Centres please?
Will this and another REITS do well as rates move lower? Nice Yield.
Thanks

Upvote 3

Read Answer Asked by Carlo on June 19, 2024

• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.70)
  • $13.70 P/E (TTM): 14.79X Cap: $1.19B
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Q: With UMAX trading close to its 52 week low and yielding 13.8% would this be a logical time to buy and expect a likely increase in share price plus the current dividend $?

Thanks

Upvote 3

Read Answer Asked by Donald on June 19, 2024

• Celestica Inc. (CLS $365.23)
  • $365.23 P/E (TTM): 37.55X Cap: $41.54B
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Q: How much longer would you let CLS run with a 7% position now in your growth portfolio?

Thx

Upvote 5

Read Answer Asked by blake on June 19, 2024

• Capstone Copper Corp. (CS $11.37)
  • $11.37 P/E (TTM): 20.73X Cap: $8.87B
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• Teck Resources Ltd (TECK $51.79)
  • $51.79 P/E (TTM): 25.55X Cap: $26.96B
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Q: There haven't been a lot of questions on Teck in the past few month, and I see you recommended it as a long term hold. It's had a good run up - does It still have legs for 2+ years, or is it clearly a 5+ year hold? I own Capstone - is there too much overlap here?

Upvote 4

Read Answer Asked by Kim on June 19, 2024

• Brookfield Corporation Class A Preference Shares Series 4 (BN.PR.C $13.06)
  • $13.06 P/E (TTM): 83.41X Cap: $125.67B
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Q: The price of BN.PR.C has dropped significantly since the first week of May. The steepest drop was at the time of the prime interest rate decrease by the B of C. Should one expect similar price drops as interest rates decrease? This preferred share now yields 11.46%. If looking for income, would you have any concerns regarding buying a part position now?
Thank you.

Upvote 1

Read Answer Asked by Dennis on June 19, 2024

• Bank of Nova Scotia (The) (BNS $95.40)
  • $95.40 P/E (TTM): 23.88X Cap: $119.50B
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• BCE Inc. (BCE $35.16)
  • $35.16 P/E (TTM): 5.39X Cap: $32.81B
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• Enbridge Inc. (ENB $73.82)
  • $73.82 P/E (TTM): 27.9X Cap: $159B
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• Magna International Inc. (MG $77.11)
  • $77.11 P/E (TTM): 19.6X Cap: $22.14B
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Q: Have some new money to put into one of these 4 stocks. Which one would you choose and your reason for that choice? Thanks Ron

Upvote 9

Read Answer Asked by Ronald on June 19, 2024

• Ninepoint Crypto and AI Leaders ETF (TKN $22.66)
  • $22.66 P/E (TTM): 32.99X Cap: $24M
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Q: Would you recommend this ETF for a small holding?

Upvote 5

Read Answer Asked by Guy R. on June 19, 2024

Q: Hello 5i. CAMT
Could I have your assessment of Camtek Ltd?
Thank you
Dave

Upvote 2

Read Answer Asked by Dave on June 19, 2024