Investment Q&A

• Brookfield Renewable Partners L.P. (BEP.UN $42.22)
  • $42.22 Cap: $27.77B
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Q: Do you have an explanation for the drop in BEP.UN recently?
Thanks,
Debrah

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Read Answer Asked by Debrah on September 28, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $42.22)
  • $42.22 Cap: $27.77B
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Q: Hello Peter,
The stocks is getting hit quite hard this week. Any major news? Thanks very much

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Read Answer Asked by umedali on September 28, 2023

Q: Everyone, if interest rates stay were they are today ( or higher) for three, four or five years - what would that do to the tech market? Specifically the large tech companies. Clayton

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Read Answer Asked by Clayton on September 28, 2023

• Apple Inc. (AAPL $271.40)
  • $271.40 P/E (TTM): 40.93X Cap: $4.02T
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• Amazon.com Inc. (AMZN $222.86)
  • $222.86 P/E (TTM): 35.11X Cap: $2.37T
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• Meta Platforms Inc. (META $666.47)
  • $666.47 P/E (TTM): 27.27X Cap: $1.88T
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• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 29.34X Cap: $3.40T
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• Microsoft Corporation (MSFT $525.76)
  • $525.76 P/E (TTM): 39.74X Cap: $4.02T
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• Netflix Inc. (NFLX $1,089.00)
  • $1,089.00 P/E (TTM): 46.89X Cap: $462.74B
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• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 58.99X Cap: $4.93T
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• Ford Motor Company (F $13.06)
  • $13.06 P/E (TTM): 16.97X Cap: $52.03B
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• Oracle Corporation (ORCL $256.89)
  • $256.89 P/E (TTM): 65.01X Cap: $782.32B
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• Tesla Inc. (TSLA $440.10)
  • $440.10 P/E (TTM): 266.21X Cap: $1.53T
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• Advanced Micro Devices Inc. (AMD $254.84)
  • $254.84 P/E (TTM): 152.62X Cap: $413.56B
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• NIO Inc. American depositary shares each representing one Class A (NIO $7.01)
  • $7.01 Cap: $15.74B
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Q: I am heavy into Tech with most weight in NVDA @ Avg. of $222. All good stocks/COs...Should I be worried? About which ones?
Many Thanks!

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Read Answer Asked by Austin on September 28, 2023

• Flutter Entertainment Plc (PDYPF)
  • Cap: $36.20B
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Q: does flutter plan to spin out common shares of fan duel to existing common shareholders of flutter? and if so any idea as to the number of shares of fan duel per one common share of flutter thanks Richard

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Read Answer Asked by richard on September 28, 2023

• goeasy Ltd. (GSY $167.10)
  • $167.10 P/E (TTM): 10.31X Cap: $2.71B
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Q: Hi Team,
More of a general question. I am enrolled in the GSY dividend DRIP program. When in a DRIP, is the share price in regards to the dividend calculation determined on the ex dividend date? Or on the date the dividend is actually paid? Thanks again;

Shane

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Read Answer Asked by Shane on September 28, 2023

• Global X Laddered Canadian Preferred Share Index Corporate Class ETF (HLPR $33.12)
  • $33.12 Cap: $110M
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Q: Could you recommend this or any other canadian ETFs that is mostly invested in reset preferred shares of canadian companies.

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Read Answer Asked by francois on September 28, 2023

• Intuit Inc. (INTU $656.18)
  • $656.18 P/E (TTM): 47.99X Cap: $182.94B
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• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 58.99X Cap: $4.93T
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• Booking Holdings Inc. (BKNG $5,080.21)
  • $5,080.21 P/E (TTM): 35.7X Cap: $163.61B
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• Salesforce Inc. (CRM $256.65)
  • $256.65 P/E (TTM): 36.96X Cap: $239.38B
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• Constellation Software Inc. (CSU $3,586.89)
  • $3,586.89 P/E (TTM): 84.2X Cap: $76.01B
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• WSP Global Inc. (WSP $272.23)
  • $272.23 P/E (TTM): 45.16X Cap: $35.51B
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• Parkland Corporation (PKI $39.92)
  • $39.92 P/E (TTM): 24.01X Cap: $6.96B
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• Alimentation Couche-Tard Inc. (ATD $70.70)
  • $70.70 P/E (TTM): 19.35X Cap: $65.78B
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• EQB Inc. (EQB $87.82)
  • $87.82 P/E (TTM): 10.02X Cap: $3.34B
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• Blackstone Inc. (BX $148.39)
  • $148.39 P/E (TTM): 40.89X Cap: $109.76B
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• Arthur J. Gallagher & Co. (AJG $262.03)
  • $262.03 P/E (TTM): 39.64X Cap: $67.18B
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• Berkshire Hathaway Inc. (BRK.B $478.52)
  • $478.52 P/E (TTM): 16.5X Cap: $1.02T
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Q: Hi team,

Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?

Have a good day,

Jacques IDS

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Read Answer Asked by Jacques on September 28, 2023

Q: Will there be a replay or recording of yesterday's presentation? Thanks, Scott Stewart

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Read Answer Asked by Scott on September 28, 2023

• Africa Oil Corp. (AOI)
  • Cap: $832M
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Q: AOI was sharply lower today. Do you see any news or have any info. Thank you

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Read Answer Asked by Leonard on September 28, 2023

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $77.80)
  • $77.80 P/E (TTM): 17.11X Cap: $13.30B
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Q: THEY SAY HOPE IS NOT STRATEGY, BUT WHAT IS THE HOPE AND ETC. FOR CCL.B?

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Read Answer Asked by Herbert on September 28, 2023

• Novo Nordisk A/S (NVO $50.04)
  • $50.04 P/E (TTM): 14.78X Cap: $363.68B
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• ASML Holding N.V. (ASML $1,075.45)
  • $1,075.45 P/E (TTM): 47.08X Cap: $422.95B
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• SAP SE ADS (SAP $259.19)
  • $259.19 P/E (TTM): 87.7X Cap: $318.96B
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• Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY $140.88)
  • $140.88 Cap: $4.95B
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• Evolution AB ADR (EVVTY)
  • Cap: $15.49B
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Q: Hello 5i,

I'm looking to get into Europe through multi nationals in the UK. Currently own Rio-tinto and Unilever. If you could name five other dividend paying companies trading on a US exchange worth buying it would be very helpful.
Thank you!

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Read Answer Asked by Mark on September 28, 2023

Q: Is there any difference in tax treatment between VFV and ZSP in a TFSA?

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Read Answer Asked by Bruce on September 28, 2023

• BMO Equal Weight Utilities Index ETF (ZUT $26.73)
  • $26.73 P/E (TTM): 17.63X Cap: $788M
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Q: Are Utilities stocks dividends safe in a rising interest rate environment? To wit, is there a high risk ZUT could slash its payout?

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Read Answer Asked by Patrick on September 28, 2023

• Archer-Daniels-Midland Company (ADM $60.69)
  • $60.69 P/E (TTM): 26.2X Cap: $29.15B
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Q: Could I have your thoughts on Archer-Daniels-Midland and if you would consider current levels to be an acceptable entry point .
Thanks

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Read Answer Asked by William on September 28, 2023

• EssilorLuxottica (ESLOF $368.11)
  • $368.11 P/E (TTM): 37.8X Cap: $163.89B
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Q: A bit outside your main area of expertise, but can I have your thoughts on Essilor Luxotticca. Would you buy ESLOF or ESLOY? The former seems to trade on higher volume.

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Read Answer Asked by Christian on September 28, 2023

• BCE Inc. (BCE $32.35)
  • $32.35 P/E (TTM): 71.28X Cap: $30.16B
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• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 23.08X Cap: $142.02B
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Q: Hi Peter & team: Long time member- Great service - Thank You!
With regards to Hans' question about Brian Acker's views on Market call- I took it as more of an issue about when cash dividends in $ paid out per share are greater than EPS. Brian used BCE and ENB as examples of an early sign of trouble and one should avoid such situations. You have handled this in the past (very well) Can you provide us a refresher on the opposing view ? If I remember correctly the net is basically "dividends out greater than EPS is OK, but not forever " Thanks in advance.

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Read Answer Asked by Grant on September 28, 2023

• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 23.08X Cap: $142.02B
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• TC Energy Corporation (TRP $70.62)
  • $70.62 P/E (TTM): 17.37X Cap: $73.02B
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Q: TRP or ENB and why?

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Read Answer Asked by Brett on September 28, 2023

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $77.80)
  • $77.80 P/E (TTM): 17.11X Cap: $13.30B
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• BRP Inc. Subordinate Voting Shares (DOO $89.50)
  • $89.50 Cap: $6.56B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 99.97X Cap: $324.46B
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• Topicus.com Inc. (TOI $132.09)
  • $132.09 P/E (TTM): 73.77X Cap: $11.01B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.03)
  • $64.03 P/E (TTM): 109.82X Cap: $143.65B
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Q: I've got 20K to invest in some growth. How do you feel about splitting the funds between these two companies?

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Read Answer Asked by Brett on September 28, 2023

• Canadian Pacific Kansas City Limited (CP $101.63)
  • $101.63 P/E (TTM): 23.1X Cap: $94.89B
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• Constellation Software Inc. (CSU $3,586.89)
  • $3,586.89 P/E (TTM): 84.2X Cap: $76.01B
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• Descartes Systems Group Inc. (The) (DSG $125.13)
  • $125.13 P/E (TTM): 56.84X Cap: $10.75B
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• Thomson Reuters Corporation (TRI $216.17)
  • $216.17 P/E (TTM): 44.56X Cap: $96.08B
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• BMO Canadian Dividend ETF (ZDV $25.84)
  • $25.84 P/E (TTM): 13.42X Cap: $1.30B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.38)
  • $39.38 P/E (TTM): 14.83X Cap: $1.04B
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• Vanguard Balanced ETF Portfolio (VBAL $36.97)
  • $36.97 P/E (TTM): 1.06X Cap: $4.16B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.03)
  • $64.03 P/E (TTM): 109.82X Cap: $143.65B
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Q: Thank you for your answer on stocks and ETF'S for my son's FHSA account that is starting. The answer included mostly US domiciled names/ETF's and we are looking at Canadian names. Could you recommend a combination of Canadian blue chips and ETF's for a 7 year time frame to monthly contribute and compound before needing funds for a home buyer withdrawal
Thank you

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Read Answer Asked by Harry on September 28, 2023