Investment Q&A

• JPMorgan Equity Premium Income ETF (JEPI $56.91)
  • $56.91 P/E (TTM): 24.94X Cap: $41.33B
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• JPMorgan Nasdaq Equity Premium Income ETF (JEPQ $58.96)
  • $58.96 P/E (TTM): 34.36X Cap: $27.43B
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• JPMorgan US Equity Premium Income Active ETF (JEPI $25.35)
  • $25.35 P/E (TTM): 25.07X Cap: $212M
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• JPMorgan Nasdaq Equity Premium Income Active ETF (JEPQ $28.16)
  • $28.16 P/E (TTM): 32.74X Cap: $112M
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Q: The US versions of these ETFs have high yields. I am selling some of my more volatile RRSP holdings and want to move the funds into ETFs that add stability and a return of 8-10% with dividend/growth. Are these ETF's considered relatively stable. and is there a point that they should be considered less stable, for example, if interest rates rise. The Cdn equiv show no dividend. Is there a reason for this?

Upvote 4

Read Answer Asked by Kim on November 21, 2024

• Chartwell Retirement Residences (CSH.UN $20.39)
  • $20.39 P/E (TTM): 93.45X Cap: $5.92B
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• Savaria Corporation (SIS $21.90)
  • $21.90 P/E (TTM): 28.26X Cap: $1.55B
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• Sienna Senior Living Inc. (SIA $18.84)
  • $18.84 P/E (TTM): 48.23X Cap: $1.75B
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• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $54.25)
  • $54.25 P/E (TTM): 31.95X Cap: $2.11B
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Q: I’ve always had less than positive results investing in the healthcare sector. Finally I decided to go with an ETF (XHC) to do away with the individual stock picking risk which has since declined as well. I am now thinking of sticking with “healthcare adjacent” companies since SIS (currently owned) has done well for me. Can you please comment on SIA, CSH, and AND, the first two have run up a bit recently and I wonder about their valuations and future prospects. Any other candidates that might fit the bill you could recommend, I know choices in Canada are slim?

Upvote 2

Read Answer Asked by Stephen R. on November 21, 2024

• SPDR S&P 500 ETF Trust (SPY $679.83)
  • $679.83 P/E (TTM): 27.29X Cap: $686.61B
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• INVESCO QQQ Trust (QQQ $626.05)
  • $626.05 P/E (TTM): 36.04X Cap: $414.39B
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• Vanguard Total International Stock (VXUS $74.81)
  • $74.81 P/E (TTM): 0.75X Cap: $83.35B
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• Vanguard FTSE All-World ex-US ETF (VEU $72.87)
  • $72.87 Cap: $46.38B
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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: My portfolio is now heavily weighted to the US.

Can you recommend an ETF or 2 that would compliment my existing investments?

Thanks
Mark

Upvote 3

Read Answer Asked by Mark on November 21, 2024

Q: Hi
I only saw two 5-6 minute videos of Peter's BNN Market Call interview. Is there more available, such as the Q+A? It was an inviting discussion and I'm interested to follow the rest of it. Many thanks.

Upvote 12

Read Answer Asked by TOM on November 21, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $47.76)
  • $47.76 Cap: $19.13B
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Q: Hi 5i,
Could you elaborate further on Davids question concerning the $300 M private notes issuing and how it affects the share price. I do not really understand how the notes work and would appreciate it if you could provide a short laymans explanation. Not sure if I am asking this question correctly but Does it set a specific share price that these note holders can acquire shares at... ?

thx

Upvote 6

Read Answer Asked by jim on November 20, 2024

• Nations Royalty Corp. (NRC $0.91)
  • $0.91 Cap: $137M
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Q: I read a small “newspaper” article on this relatively newly listed venture and wondered if you had any thoughts on it. It is still smaller cap than I think you find investable, but it strikes me that it has some possible tailwinds and potential for growth?

Upvote 3

Read Answer Asked by Stephen R. on November 20, 2024

• Booking Holdings Inc. (BKNG $5,080.21)
  • $5,080.21 P/E (TTM): 35.7X Cap: $163.61B
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• Canadian National Railway Company (CNR $130.55)
  • $130.55 P/E (TTM): 18.18X Cap: $81.08B
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• 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): 91.49X Cap: $73.19B
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• Restaurant Brands International Inc. (QSR $93.89)
  • $93.89 P/E (TTM): 25.28X Cap: $41.85B
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• Celestica Inc. (CLS $475.87)
  • $475.87 P/E (TTM): 72.16X Cap: $54.74B
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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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• Premium Brands Holdings Corporation (PBH $95.42)
  • $95.42 P/E (TTM): 46.95X Cap: $4.23B
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• TerraVest Industries Inc. (TVK $131.97)
  • $131.97 Cap: $2.86B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $205.50)
  • $205.50 P/E (TTM): 30.49X Cap: $2.41B
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• Ulta Beauty Inc. (ULTA $509.66)
  • $509.66 P/E (TTM): 19.92X Cap: $22.69B
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• Vitalhub Corp. (VHI $10.90)
  • $10.90 P/E (TTM): 136.0X Cap: $611M
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• Construction Partners Inc. (ROAD $112.68)
  • $112.68 P/E (TTM): 86.51X Cap: $6.51B
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• LendingTree Inc. (TREE $64.22)
  • $64.22 Cap: $822M
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• Uber Technologies Inc. (UBER $96.49)
  • $96.49 P/E (TTM): 16.26X Cap: $201.22B
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• Vertiv Holdings LLC Class A (VRT $193.76)
  • $193.76 P/E (TTM): 91.18X Cap: $76.09B
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• Airbnb Inc. (ABNB $126.34)
  • $126.34 P/E (TTM): 31.15X Cap: $78.51B
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• Cellebrite DI Ltd. (CLBT $17.17)
  • $17.17 Cap: $4.16B
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• AppFolio Inc. (APPF $235.71)
  • $235.71 P/E (TTM): 44.09X Cap: $8.69B
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• UFP Technologies Inc. (UFPT $185.28)
  • $185.28 P/E (TTM): 22.98X Cap: $1.54B
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Q: What are your current top 5 US and Canadian growth and value stocks to purchase for long term?
Thanks

Upvote 54

Read Answer Asked by Ben on November 20, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 99.97X Cap: $324.46B
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Q: Now that the dust settled after Q results and SHOP drifted a bit lower would you view it as a good entry point? Would you expect it to grow faster then the Amazon stock?
There was very positive Barron’s article on Nov 12th.

Upvote 8

Read Answer Asked by JR on November 20, 2024

• Solaris Resources Inc. (SLS $8.88)
  • $8.88 Cap: $1.49B
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Q: Hello, today (Nov 20, 2024), SLS is moving up strongly on news that the final steps to complete emigration by year-end is on track, It appears they are shutting down their Canadian office and moving to Switzerland. Is this the reason for the large move? It does not seem to be related to copper as CS and TECK are essentially unchanged. Why would this type of move cause such a move? Perhaps there is another reason. Thanks.

Upvote 1

Read Answer Asked by Mark on November 20, 2024

• 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 FTSE Canadian High Dividend Yield Index ETF (VDY $57.87)
  • $57.87 P/E (TTM): 5.96X Cap: $4.89B
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• CI Canada Quality Dividend Growth Index ETF (DGRC $45.44)
  • $45.44 Cap: $755M
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Q: I am nearing retirement and planning to rebalance my taxable portfolio towards Canadian dividend stocks and ETFs, so that I can live off CPP and eligible dividends in retirement. What are your favorite Canadian ETFs where all distributions are treated as eligible dividends? You recommended CDZ many times, is it still your favorite?

Upvote 10

Read Answer Asked by Tim on November 20, 2024

• Cirrus Logic Inc. (CRUS $132.55)
  • $132.55 P/E (TTM): 21.1X Cap: $6.73B
  • View CRUS Profile
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Q: What's going on with this company?
Is it a buy?

Upvote 1

Read Answer Asked by Danielle on November 20, 2024

Q: hi. this "question" section seems heavily populated with the latest/greatest growth stocks-ie tech, AI, crypto etc. Can you provide some insight on where you see value outside of these frenzied trades? can you include comments on 1)regions - Canada, USA, Europe, Asia, China, emerging markets etc. 2) industry 3) small vs medium vs large cap.
cheers, Chris

Upvote 8

Read Answer Asked by chris on November 20, 2024

• Viemed Healthcare Inc. (VMD $6.39)
  • $6.39 P/E (TTM): 20.18X Cap: $253M
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Q: I have held VMD for some time and seen it rise and fall. Is it time to cash out?
Thanks,
Guy

Upvote 1

Read Answer Asked by Guy on November 20, 2024

• Royal Bank of Canada (RY $204.12)
  • $204.12 P/E (TTM): 15.72X Cap: $287.39B
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• Toronto-Dominion Bank (The) (TD $114.64)
  • $114.64 P/E (TTM): 9.73X Cap: $194.67B
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• Fortis Inc. (FTS $70.66)
  • $70.66 P/E (TTM): 20.78X Cap: $35.25B
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• Nutrien Ltd. (NTR $76.01)
  • $76.01 P/E (TTM): 182.87X Cap: $36.93B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $60.76)
  • $60.76 Cap: $8.02B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $59.04)
  • $59.04 Cap: $22.25B
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Q: Hi,
I'd like to raise some cash in my non-registered account. How would you rank these stock (from first to sell to last to sell)? All will be sold within about 4 years.
Thanks,
CG

Upvote 5

Read Answer Asked by Camille on November 20, 2024

• Bank of Nova Scotia (The) (BNS $91.86)
  • $91.86 P/E (TTM): 17.67X Cap: $113.10B
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Q: BNS seems to be getting some upgrades before its next quarter. What do you think of it currently?

Thx

Upvote 9

Read Answer Asked by blake on November 20, 2024

• BMO Covered Call Utilities ETF (ZWU $11.31)
  • $11.31 P/E (TTM): 18.8X Cap: $1.91B
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• iShares S&P/TSX Capped Utilities Index ETF (XUT $32.77)
  • $32.77 P/E (TTM): 21.18X Cap: $311M
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• Hydro One Limited (H $51.78)
  • $51.78 P/E (TTM): 24.94X Cap: $31.05B
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• Utilities Select Sector SPDR ETF (XLU $89.72)
  • $89.72 P/E (TTM): 19.99X Cap: $22.72B
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Q: Planning to consolidate Utility sector in RIF. Current holdings include: ZWU, H, XUT, XLU. Which one would you keep ? Thank you

Upvote 6

Read Answer Asked by Hali on November 20, 2024

Q: I'm looking at this stock. It's on the TSX-V. Last I looked it was trading at $1.10. I'm tring to get more information on it. Do you have any information on this company?
Thank You

Upvote 2

Read Answer Asked by Chant on November 20, 2024

• e.l.f. Beauty Inc. (ELF $123.11)
  • $123.11 P/E (TTM): 77.47X Cap: $7.20B
  • View ELF Profile
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Q: It looks like ELF has missed it's estimates over the last 4 quarters. What are the chances they will do much better after the Christmas season?

Upvote 1

Read Answer Asked by Cheryl on November 20, 2024

• iShares S&P GSCI Commodity-Indexed Trust (GSG $23.05)
  • $23.05 Cap: $1.08B
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Q: What is the outlook for commodities? Is there a one-stop diversified commodity ETF in CAD or USD? If not can you suggest a small basket of ETFs that would cover this asset class? Thank-you.

Upvote 1

Read Answer Asked by Alex on November 20, 2024

• Natcore Technology Inc. (NXT)
  • P/E (TTM): -2.4X Cap: $5M
  • View NXT Profile
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Q: Hello Peter and team, With the Trump cabinet taking shape do you now consider healthcare stocks (and EFT's) as well as renewable energy stocks (and ETF's) as dead money for a few years or do you see some exceptions in either domains?
Thanks for your always good insight and analysis.
Adel

Upvote 1

Read Answer Asked by Adel on November 20, 2024