Investment Q&A

• Lantronix Inc. (LTRX $5.01)
  • $5.01 Cap: $199M
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Q: What do you think of the latest earnings? Would you consider it a buy at this price?

Upvote 2

Read Answer Asked by Ian on May 17, 2024

Q: I've never had the stomach to buy U.S. dollars to acquire American stocks, so the other day on BNN's Market Call when Greg Newman talked about CDR's, I was intrigued.

Are there any negatives in owning CDR's? Because right now the positives -- such as being Canadian dollar-hedged, the fact they appear to trade like a one company mutual fund, and not having to buy U.S. dollars -- appear pretty damned attractive. Pete.

Upvote 6

Read Answer Asked by Peter on May 17, 2024

• Costco Wholesale Corporation (COST $917.92)
  • $917.92 P/E (TTM): 65.5X Cap: $407.80B
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• Microsoft Corporation (MSFT $520.07)
  • $520.07 P/E (TTM): 39.7X Cap: $3.90T
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• NVIDIA Corporation (NVDA $206.20)
  • $206.20 P/E (TTM): 58.99X Cap: $4.93T
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• CVS Health Corporation (CVS $77.87)
  • $77.87 P/E (TTM): 22.48X Cap: $97.35B
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• Eli Lilly and Company (LLY $845.34)
  • $845.34 P/E (TTM): 53.17X Cap: $799.28B
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• McDonald's Corporation (MCD $298.54)
  • $298.54 P/E (TTM): 25.91X Cap: $215.81B
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• Zoetis Inc. Class A (ZTS $143.02)
  • $143.02 P/E (TTM): 24.77X Cap: $63.64B
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• Toronto-Dominion Bank (The) (TD $115.13)
  • $115.13 P/E (TTM): 9.62X Cap: $195.71B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,279.63)
  • $2,279.63 P/E (TTM): 7.86X Cap: $49.18B
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• Constellation Software Inc. (CSU $3,639.05)
  • $3,639.05 P/E (TTM): 84.2X Cap: $76.01B
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• Restaurant Brands International Inc. (QSR $93.16)
  • $93.16 P/E (TTM): 25.01X Cap: $42.48B
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• WSP Global Inc. (WSP $270.14)
  • $270.14 P/E (TTM): 44.27X Cap: $35.53B
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• TFI International Inc. (TFII $121.10)
  • $121.10 P/E (TTM): 20.51X Cap: $10.13B
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• Alimentation Couche-Tard Inc. (ATD $70.77)
  • $70.77 P/E (TTM): 18.41X Cap: $66.50B
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• goeasy Ltd. (GSY $168.49)
  • $168.49 P/E (TTM): 10.15X Cap: $2.68B
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• ARC Document Solutions Inc. (ARC)
  • P/E (TTM): 28.25X Cap: $146M
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $30.36)
  • $30.36 Cap: $19.92B
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• Berkshire Hathaway Inc. (BRK.B $477.26)
  • $477.26 P/E (TTM): 16.31X Cap: $1.03T
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• Boyd Group Services Inc. (BYD $213.69)
  • $213.69 P/E (TTM): 400.79X Cap: $4.75B
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• Topicus.com Inc. (TOI $136.26)
  • $136.26 P/E (TTM): 66.39X Cap: $11.01B
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• Lumine Group Inc. (LMN $32.30)
  • $32.30 P/E (TTM): 124.27X Cap: $8.48B
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Q: Hi group I have taken profits on QSR,MCD,GSY,BYD,WSP,CSU,ARC. So my question in what order and at what price do i get back in i own the others, as listed so please rate them also for adding same format. Thanks for your help with this

Upvote 17

Read Answer Asked by Terence on May 17, 2024

• Coinbase Global Inc (COIN $357.80)
  • $357.80 P/E (TTM): 33.72X Cap: $84.40B
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Q: This ETF (CONY) shows a massive yield (U.S. dollars). Can you provide your analysis of it and how it works? I assume it is high risk.
Thanks.

Upvote 3

Read Answer Asked by Dan on May 16, 2024

• Jabil Inc. (JBL $225.43)
  • $225.43 P/E (TTM): 41.95X Cap: $23.75B
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Q: Do you know what is causing JBl to be so weak? Would you buy at this low price? Thank you.

Upvote 1

Read Answer Asked by John on May 16, 2024

Q: What are your thoughts on being overweight US stocks vs. CDN for the next year or so?

Upvote 12

Read Answer Asked by Gregory on May 16, 2024

• Quipt Home Medical Corp. (QIPT $3.32)
  • $3.32 Cap: $141M
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Q: Thoughts on latest earnings and hold,add to,or sell and explanation please. Thanx.

Upvote 1

Read Answer Asked by Steve on May 16, 2024

• Berkshire Hathaway Inc. (BRK.A $716,229.44)
  • $716,229.44 P/E (TTM): 16.29X Cap: $1.03T
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• Berkshire Hathaway Inc. (BRK.B $477.26)
  • $477.26 P/E (TTM): 16.31X Cap: $1.03T
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Q: Would you be able to tell us how much BRK stock that Berkshire Hathaway has purchased in each of the past 4 quarters? Broken down by quarter, if possible. In future, where could I retrieve this info on myself?
Thanks!

Upvote 3

Read Answer Asked by Grant on May 16, 2024

• TC Energy Corporation (TRP $70.75)
  • $70.75 P/E (TTM): 17.22X Cap: $73.39B
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Q: You last commented on the TRP spin off of South Bow in January, any additional comments as we are getting closer to the vote?

Upvote 2

Read Answer Asked by Mark on May 16, 2024

• Emera Incorporated (EMA $66.55)
  • $66.55 P/E (TTM): 22.82X Cap: $20.29B
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Q: pls your comments on earnings and what your share price target looking forward?

Upvote 5

Read Answer Asked by adam on May 16, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $207.62)
  • $207.62 P/E (TTM): 30.37X Cap: $2.44B
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• Vitalhub Corp. (VHI $10.83)
  • $10.83 P/E (TTM): 129.76X Cap: $611M
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• Propel Holdings Inc. (PRL $25.25)
  • $25.25 P/E (TTM): 11.86X Cap: $965M
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Q: Not to put you on the spot, BUT... If you were looking at growth only, which of these three would you choose?

Upvote 21

Read Answer Asked by Bryan on May 16, 2024

• NVIDIA Corporation (NVDA $206.20)
  • $206.20 P/E (TTM): 58.99X Cap: $4.93T
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Q: do you recommend waiting till earnings release to buy the stock or what percentage chance do you place on better then expected results and a significant rise again?

Upvote 7

Read Answer Asked by Gary on May 16, 2024

• Celestica Inc. (CLS $491.42)
  • $491.42 P/E (TTM): 75.02X Cap: $54.74B
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Q: I'm having trouble nailing down exactly what CLS does. Is it a technology company or an industrial company? Also, do you think it would be a good time to invest in the company?

Upvote 6

Read Answer Asked by Les on May 16, 2024

• DREAM Unlimited Corp. Class A Subordinate Voting Shares (DRM $18.24)
  • $18.24 P/E (TTM): 10.71X Cap: $773M
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Q: Could you comment on earnings and an updated outlook?

Thanks in advance. - Jeff

Upvote 1

Read Answer Asked by Jeff on May 16, 2024

• WSP Global Inc. (WSP $270.14)
  • $270.14 P/E (TTM): 44.27X Cap: $35.53B
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Q: Could you please explain the CDPQ transaction ?
Thanks

Upvote 5

Read Answer Asked by TOM on May 16, 2024

• goeasy Ltd. (GSY $168.49)
  • $168.49 P/E (TTM): 10.15X Cap: $2.68B
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• Propel Holdings Inc. (PRL $25.25)
  • $25.25 P/E (TTM): 11.86X Cap: $965M
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Q: now thats a nasty pullback. If you owned gsy would you consider a partial switch

Upvote 11

Read Answer Asked by andrew on May 16, 2024

• Propel Holdings Inc. (PRL $25.25)
  • $25.25 P/E (TTM): 11.86X Cap: $965M
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Q: Hi, Why the Propel stock keeps dropping, despite excellent results ? Now, seems like, it has broken below the $25 support level ( recent gap up after earnings ) and is down $6 or, 20%, from the post earning bounce. Is it worth accumulating around $23 ? Thanks

Upvote 15

Read Answer Asked by rajeev on May 16, 2024

• Avalon Advanced Materials Inc. (AVL $0.08)
  • $0.08 Cap: $41M
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Q: Can you please comment on AVL. Do they have growth and a future? How speculative is it? Thank you.

Upvote 1

Read Answer Asked by Tulio on May 16, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $121.97)
  • $121.97 P/E (TTM): 15.85X Cap: $27.34B
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• Celestica Inc. (CLS $491.42)
  • $491.42 P/E (TTM): 75.02X Cap: $54.74B
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• Kinaxis Inc (KXSCF $120.06)
  • $120.06 P/E (TTM): 141.19X Cap: $3.45B
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Q: Please recommend some Canadian companies whose stock prices will appreciate due to their activities in AI and data centres. Tx Ron L

Upvote 4

Read Answer Asked by Ron on May 16, 2024

• Chubb Limited (CB $276.91)
  • $276.91 P/E (TTM): 12.27X Cap: $109.43B
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• Suncor Energy Inc. (SU $55.92)
  • $55.92 P/E (TTM): 11.97X Cap: $67.40B
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• Tourmaline Oil Corp. (TOU $61.36)
  • $61.36 P/E (TTM): 15.05X Cap: $22.62B
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Q: There have been questions asked about what Buffet would probably buy in Canada and 5i said that it would probably be in the energy sector. I wonder whether you would have an idea whether it might be in the oil side or the natural gas side? What do you think would be a likely target for him?
with appreciation

Upvote 4

Read Answer Asked by joseph on May 16, 2024