Investment Q&A

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $155.13)
  • $155.13 P/E (TTM): 49.9X Cap: $7.86B
  • View CIGI Profile
  • View Questions on CIGI
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.88)
  • $153.88 P/E (TTM): 84.58X Cap: $200.67B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Your expert opinion on earnings please and of course your analysis of the outlook. Thank you, Sheldon

Upvote 0

Read Answer Asked by Sheldon on August 03, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.88)
  • $153.88 P/E (TTM): 84.58X Cap: $200.67B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Nutrien Ltd. (NTR $96.47)
  • $96.47 P/E (TTM): 57.77X Cap: $46.62B
  • View NTR Profile
  • View Questions on NTR

Q: Please comment on the earning . Is SHOP growth slowing ? Thanks a lot.

Upvote 0

Read Answer Asked by Lai Kuen on August 03, 2023

Q: Lost returns from listening to esteemed, perennial doomsayers. Includes David Rosenberg.

https://ritholtz.com/2023/08/10-wednesday-am-reads-341/

Upvote 0

Read Answer Asked by Joseph on August 03, 2023

• Topicus.com Inc. (TOI $85.28)
  • $85.28 P/E (TTM): 720.22X Cap: $7.18B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Does Toi report its Q on Aug 3.What are the estimates for Eps & Rev. Txs for u usual great services and views

Upvote 0

Read Answer Asked by Peter on August 03, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $210.89)
  • $210.89 P/E (TTM): 31.2X Cap: $2.50B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: Was the time to buy Hammond not 2020...? It was trading around 7 bucks a share.
I have become much more risk averse after buying stocks like ANRG,ILLM,XEBEQ,TIXT,
QST,GOOS,APPS,..MRS.H.
Thanks

Upvote 0

Read Answer Asked by Gordon on August 03, 2023

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $80.27)
  • $80.27 P/E (TTM): 32.33X Cap: $39.29B
  • View TECK.B Profile
  • View Questions on TECK.B

Q: Could you shed some light on TECK-B's disappointing quarterly results? Any news on the company's separating the 2 businesses?

Upvote 0

Read Answer Asked by Ted on August 02, 2023

• Perion Network Ltd (PERI $8.54)
  • $8.54 Cap: $377M
  • View PERI Profile
  • View Questions on PERI

Q: I am holding a small position of PERI with a small loses. Please give your opinions of the latest Q2 earning report and recommendation. Thank you. Bill.

Upvote 0

Read Answer Asked by Bill on August 02, 2023

• DuPont de Nemours Inc. (DD $50.22)
  • $50.22 Cap: $21.04B
  • View DD Profile
  • View Questions on DD

Q: DD looks undervalued, do you think this is a stock worth owning ?

Upvote 1

Read Answer Asked by Robbie on August 02, 2023

• Rockwell Automation Inc. (ROK $394.37)
  • $394.37 P/E (TTM): 45.12X Cap: $44.31B
  • View ROK Profile
  • View Questions on ROK

Q: I have watched ROK for a while wondering if I should step up as I always saw it as a complimentary piece with ATS - which I have owned for a while. Do you see their earnings miss as a good time to pick up an asset in a space that investors should be looking to get exposure to? Thank you

Upvote 0

Read Answer Asked by Martin on August 02, 2023

• Dye & Durham Limited (DND $3.73)
  • $3.73 Cap: $250M
  • View DND Profile
  • View Questions on DND
  • View Reports on DND

Q: Is DND worth holding. Its underwater. Any chance of a recovery?

Upvote 0

Read Answer Asked by Margot on August 02, 2023

• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $31.77)
  • $31.77 Cap: $20.88B
  • View BEP Profile
  • View Questions on BEP

Q: BEP : I just invested in my RRSP ,with 5% a loss in one day,(the stock dropped already 10% in a few days) ,how to explain such a trend for this large and well positioned Cie,are the investment + dividend safe?

Upvote 0

Read Answer Asked by Jean-Yves on August 02, 2023

• Johnson & Johnson (JNJ $243.45)
  • $243.45 P/E (TTM): 22.07X Cap: $586.68B
  • View JNJ Profile
  • View Questions on JNJ
• Eli Lilly and Company (LLY $1,040.00)
  • $1,040.00 P/E (TTM): 45.32X Cap: $981.09B
  • View LLY Profile
  • View Questions on LLY
• Merck & Company Inc. (MRK $121.41)
  • $121.41 P/E (TTM): 16.05X Cap: $301.34B
  • View MRK Profile
  • View Questions on MRK

Q: One gets weary of the seemingly endless legal battles that JNJ continues to suffer. I have held on to shares assuming all sides would surely give in to battle-fatigue. My assumption looks wrong, especially after yet another defeat by JNJ on Friday July 28. Worth holding or move on? As always, your opinion backed by your own reasoning would be much appreciated. If you think best trim or sell, what dividend payer in health care would you favor today (US only).

Upvote 0

Read Answer Asked by Adam on August 02, 2023

• Decisive Dividend Corporation (DE $7.48)
  • $7.48 P/E (TTM): 26.91X Cap: $149M
  • View DE Profile
  • View Questions on DE

Q: Hi Guys,

Please provide additional information on Decisive Dividend corp, would it be on your radar for one of your portfolios.

thanks

Jim

Upvote 0

Read Answer Asked by jim on August 02, 2023

• CAVA Group Inc. (CAVA $63.50)
  • $63.50 P/E (TTM): 54.74X Cap: $7.99B
  • View CAVA Profile
  • View Questions on CAVA

Q: What are your thoughts on CAVA after its fairly recent IPO?

Upvote 1

Read Answer Asked by Dave on August 02, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $210.89)
  • $210.89 P/E (TTM): 31.2X Cap: $2.50B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: Your comments please on HPS.A earnings. Based on the results, would you see continued upside for the shares.

Thanks

Upvote 0

Read Answer Asked by Greg on August 02, 2023

• Kforce Inc. (KFRC $28.95)
  • $28.95 P/E (TTM): 12.75X Cap: $557M
  • View KFRC Profile
  • View Questions on KFRC

Q: May you please comment on their quarter?
Would you hang on or move on?
Im sitting on a 20% loss in a registered account?
Thank you

Upvote 0

Read Answer Asked by Amir on August 02, 2023

• Canadian Pacific Kansas City Limited (CP $114.10)
  • $114.10 P/E (TTM): 24.8X Cap: $102.78B
  • View CP Profile
  • View Questions on CP
• Reliance Inc. (RS $343.43)
  • $343.43 P/E (TTM): 24.89X Cap: $17.95B
  • View RS Profile
  • View Questions on RS

Q: Please comment on latest earnings reports and your recommendations on these. Thank you.

Upvote 0

Read Answer Asked by D on August 02, 2023

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC
• iShares MSCI World Index ETF (XWD $110.65)
  • $110.65 P/E (TTM): 24.33X Cap: $1.48B
  • View XWD Profile
  • View Questions on XWD
• Vanguard All-Equity ETF Portfolio (VEQT $55.46)
  • $55.46 P/E (TTM): 11.69X Cap: $11.63B
  • View VEQT Profile
  • View Questions on VEQT
• Vanguard Total World Stock ETF (VT $146.34)
  • $146.34 P/E (TTM): 23.6X Cap: $60.08B
  • View VT Profile
  • View Questions on VT
• iShares Core Equity ETF Portfolio (XEQT $41.27)
  • $41.27 P/E (TTM): 13.67X Cap: $14.19B
  • View XEQT Profile
  • View Questions on XEQT

Q: Hi there, there are many "all in one" etfs to pick from these days. If a person wanted to have a super simple portfolio, what would be your favourite (or the best) ETF to hold to gain 100% equity exposure that would require the least amount of maintenance? I know there is XEQT, VEQT, XAW, VXC, XWD, HGRO and many more. What would be your favourite? (Does not have to appear on the ones I have listed)

Thanks!

Upvote 0

Read Answer Asked by Michael on August 02, 2023

• ZoomInfo Technologies Inc. (ZI)
  • P/E (TTM): 116.87X Cap: $3.52B
  • View ZI Profile
  • View Questions on ZI

Q: Good afternoon,

Can I please get your opinion on the recent earnings? Is it still worth holding, and if not, can you please suggest two other small-cap higher risk US growth stocks with positive momentum.
Thank,

Brad

Upvote 0

Read Answer Asked by Bradley on August 02, 2023

• Johnson & Johnson (JNJ $243.45)
  • $243.45 P/E (TTM): 22.07X Cap: $586.68B
  • View JNJ Profile
  • View Questions on JNJ
• Eli Lilly and Company (LLY $1,040.00)
  • $1,040.00 P/E (TTM): 45.32X Cap: $981.09B
  • View LLY Profile
  • View Questions on LLY

Q: Would welcome your thoughts on latest news- the litigation problem is not going away. Want to keep US healthcare exposure - what about a swap to LLY?

Upvote 0

Read Answer Asked by Scott on August 02, 2023