Investment Q&A

• Tellurian Inc. (TELL)
  • Cap: $892M
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Q: How do you like this companies potential? Do you see further dilution on the horizon? Looks high risk/reward. The CEO appears credible and has a solid track record. Thx for everything.

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Read Answer Asked by Chris on February 23, 2023

• Rio Tinto Plc (RIO $72.20)
  • $72.20 P/E (TTM): 10.18X Cap: $90.55B
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Q: Comments please on RIO earnings and outlook.

Chris M.

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Read Answer Asked by chris on February 23, 2023

• Fortis Inc. (FTS $70.66)
  • $70.66 P/E (TTM): 20.78X Cap: $35.25B
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• AltaGas Ltd. (ALA $40.86)
  • $40.86 P/E (TTM): 16.0X Cap: $12.22B
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• Emera Incorporated (EMA $67.80)
  • $67.80 P/E (TTM): 22.82X Cap: $20.29B
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• TransAlta Corporation (TA $24.66)
  • $24.66 Cap: $7.32B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $47.58)
  • $47.58 P/E (TTM): 1149.01X Cap: $21.93B
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• Boralex Inc. Class A Shares (BLX $28.16)
  • $28.16 Cap: $2.90B
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Q: Hi - looking to add a utility to an otherwise diversified portfolio. Please rank the companies listed in terms of potential total return over the next 5 years+ and whether current valuations are presenting a good entry point?

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Read Answer Asked by Chris on February 23, 2023

• Intuit Inc. (INTU $656.18)
  • $656.18 P/E (TTM): 49.67X Cap: $182.90B
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• Sprout Social Inc (SPT $10.01)
  • $10.01 Cap: $588M
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Q: Good morning: Can you please give your opinion on Sprout Social's mixed earnings report? Is it still worth holding, or do you have a couple of high growth ideas to replace it (3 year hold). I'm considering Intuit as a possible swap. Thanks.

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Read Answer Asked by Bradley on February 23, 2023

• Keysight Technologies Inc. (KEYS $175.37)
  • $175.37 P/E (TTM): 53.98X Cap: $30.13B
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Q: Can I have your thoughts, analysis on Keysight's recently announced earnings and what do you see for the future of this company. Would you consider it a buy? Thank you.

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Read Answer Asked by Brian on February 23, 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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• ATS Corporation (ATS $37.29)
  • $37.29 Cap: $3.71B
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• BRP Inc. Subordinate Voting Shares (DOO $89.50)
  • $89.50 Cap: $6.56B
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• goeasy Ltd. (GSY $167.10)
  • $167.10 P/E (TTM): 10.31X Cap: $2.71B
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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Q: I have owned this stock for a very long time but its share price is the same as it was 6 years ago and the dividend is small. I would appreciate your opinion of the future of this company. It is one of the first stocks I purchased and I accept there is an emotional attachment which could be clouding my judgement as I think I should sell it.

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on February 23, 2023

• Constellation Software Inc. (CSU $3,586.89)
  • $3,586.89 P/E (TTM): 84.2X Cap: $76.01B
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Q: I see my LMN shares in my brokerage account today from the CSU spinoff. What would you do with them? Sell? Hold? Buy?

Thanks

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Read Answer Asked by Robert on February 23, 2023

• Exchange Income Corporation (EIF $76.75)
  • $76.75 P/E (TTM): 30.2X Cap: $3.94B
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Q: Please comment on EIF's results released after close today and going forward.Add,Hold or Sell.Thanks for U usual great services & views

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Read Answer Asked by Peter on February 23, 2023

• Whitecap Resources Inc. (WCP $10.57)
  • $10.57 P/E (TTM): 7.23X Cap: $12.88B
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Q: Please comment on WCP' results released today and going forward.Add,Hold or Sell.Txs for U usual great services & views.

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Read Answer Asked by Peter on February 23, 2023

• Lemonade Inc. (LMND $59.01)
  • $59.01 Cap: $4.36B
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Q: Please comment on LMND's results released this afternoon.P/P US$92.65.Add,Hold or Sell ? Txs for U usual great services & views Recently renewed my long term membership.

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Read Answer Asked by Peter on February 23, 2023

• Magnite Inc. (MGNI $17.31)
  • $17.31 P/E (TTM): 64.16X Cap: $2.65B
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Q: Please comment on MGNI's results released this afternoon and going forward.Think it was hammered in After Hours. Add,Hold or Sell. Txs for U usual great services & views

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Read Answer Asked by Peter on February 23, 2023

• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 57.27X Cap: $5.03T
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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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Q: For a 3 to 5 year hold, would you prefer ASML or NVDA?
What would be your reasoning?
Thanks!

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Read Answer Asked by Brian on February 23, 2023

• Amazon.com Inc. (AMZN $222.86)
  • $222.86 P/E (TTM): 34.95X Cap: $2.45T
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• Costco Wholesale Corporation (COST $920.18)
  • $920.18 P/E (TTM): 66.34X Cap: $404.36B
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• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 28.62X Cap: $3.32T
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• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 57.27X Cap: $5.03T
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• American Tower Corporation (REIT) (AMT $179.45)
  • $179.45 P/E (TTM): 66.2X Cap: $83.83B
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• Chevron Corporation (CVX $153.52)
  • $153.52 P/E (TTM): 19.84X Cap: $314.73B
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• Mosaic Company (The) (MOS $27.71)
  • $27.71 P/E (TTM): 9.96X Cap: $9.09B
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• Morgan Stanley (MS $165.26)
  • $165.26 P/E (TTM): 18.69X Cap: $261.84B
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• NextEra Energy Inc. (NEE $81.64)
  • $81.64 P/E (TTM): 29.22X Cap: $170.27B
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• Jacobs Solutions Inc. (J $158.22)
  • $158.22 P/E (TTM): 39.58X Cap: $18.92B
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Q: Hi Peter,

You had this qn on Jan. 23, 2023:

My sister wants to invest in 10 Canadian stocks that are relatively safe in terms of capital preservation but which offer possible dividend and growth . Hopefully the stocks would be in different sectors that you would recommend.

Now, for a 5 yr + time period, what 11 US quality stock from each sector would you recommend ?

Please deduct as many credits as necessary.

Thanks a million.

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Read Answer Asked by Ray on February 23, 2023

• Roku Inc. (ROKU $100.03)
  • $100.03 Cap: $14.73B
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• Generac Holdlings Inc. (GNRC $165.78)
  • $165.78 P/E (TTM): 31.64X Cap: $11.26B
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• Match Group Inc. (MTCH $32.30)
  • $32.30 P/E (TTM): 16.1X Cap: $7.77B
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• Zoom Communications Inc. (ZM $84.34)
  • $84.34 P/E (TTM): 22.4X Cap: $25.24B
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• Upstart Holdings Inc. (UPST $44.96)
  • $44.96 Cap: $4.32B
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• Roblox Corporation Class A (RBLX $113.00)
  • $113.00 Cap: $92.71B
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Q: Hello,

I have small positions in these 6 stocks, all in the red - MTCH, ROKU, GNRC are in registered accounts, RBLX, UPST, ZM in non-registered. I don't find it easy to sell any stocks but in the spirit of 'pulling weeds', can I get your opinion on which of these, if any, you would sell. Any that might be worth adding to at their current valuation?

Thank you for your insights, Doris

Upvote 1

Read Answer Asked by Doris on February 23, 2023

• iShares Core Canadian Short Term Bond Index ETF (XSB $27.12)
  • $27.12 Cap: $3.36B
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Q: Last year I invested in XSB, thinking that the "Short" aspect would be the better place for bonds. Unfortunately, the value has fallen, though perhaps not as much as other bond ETFs. What do you expect to happen with XSB as we go forward?

thanks

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Read Answer Asked by Leonard on February 23, 2023

• Hydro One Limited (H $51.78)
  • $51.78 P/E (TTM): 24.94X Cap: $31.05B
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Q: Is this a good entry point for a long term position in Hydro One?

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Read Answer Asked by Gary on February 23, 2023

• US High Interest Savings Account Fund (HISU.U $100.03)
  • $100.03 Cap: $427M
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Q: Assuming terminal rates will be higher in the US, versus Canada, would you suggest parking new cash in HISU versus PSA, or indeed switching a current position from PSA to HISU?
Thanks. Peter.

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Read Answer Asked by Peter on February 23, 2023

• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 57.27X Cap: $5.03T
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Q: Comments on the recent quarterly results please. Thank you all for your great service.

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Read Answer Asked by Mark on February 23, 2023

• Reunion Gold Corporation (RGD $0.73)
  • $0.73 Cap: $942M
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Q: Reunion Gold (RGD) recently received an “Exploration Discovery of The Year Award”. What do you think of this company and its prospects?

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Read Answer Asked by Brian on February 23, 2023

• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.57)
  • $15.57 P/E (TTM): 9.31X Cap: $1.71B
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Q: what your opinions on HMAX from hamilton etfs

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Read Answer Asked by Alexandre on February 23, 2023