Investment Q&A

• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 23.08X Cap: $142.02B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TC Energy Corporation (TRP $70.62)
  • $70.62 P/E (TTM): 17.37X Cap: $73.02B
  • View TRP Profile
  • View Questions on TRP
• Pembina Pipeline Corporation (PPL $52.74)
  • $52.74 P/E (TTM): 17.91X Cap: $30.42B
  • View PPL Profile
  • View Questions on PPL
• Brookfield Infrastructure Partners L.P. (BIP.UN $47.58)
  • $47.58 P/E (TTM): 1149.01X Cap: $22.08B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: what is your favorite pipeline today? cash account

thanks help

Upvote 0

Read Answer Asked by brian on May 16, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.34B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Topicus.com Inc. (TOI $132.09)
  • $132.09 P/E (TTM): 73.77X Cap: $11.01B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Can you please recommend a proxy for Lightspeed and Topicus with the intent to harvest tax losses. I hope to buy these back after 30 days.
Thank you

Upvote 0

Read Answer Asked by Marty on May 16, 2022

• Red Eagle Mining Corporation (R $0.02)
  • $0.02 Cap: $6M
  • View R Profile
  • View Questions on R
• Toronto Dominion Bank (The) (TD $81.91)
  • $81.91 P/E (TTM): 9.73X Cap: $139.64B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $65.66)
  • $65.66 P/E (TTM): 17.67X Cap: $81.80B
  • View BNS Profile
  • View Questions on BNS

Q: i know u here this alot but what are your favourite canadian banks today?

Upvote 0

Read Answer Asked by brian on May 16, 2022

• Ampco-Pittsburgh Corporation (AP $2.16)
  • $2.16 Cap: $46M
  • View AP Profile
  • View Questions on AP

Q: I am still trying to make sense of the company's press release of 30 March. What is it the company is trying to accomplish?. Thanks

Kenn

Upvote 0

Read Answer Asked by Kenneth on May 16, 2022

• Intertape Polymer Group Inc. (ITP $40.48)
  • $40.48 Cap: $2.39B
  • View ITP Profile
  • View Questions on ITP

Q: Can you explain why ITP is trading more than $1.50 under its acquisition price of $40.50? Is there a risk that the deal won’t close?
Thanks
Dave

Upvote 0

Read Answer Asked by David on May 16, 2022

• PayPal Holdings Inc. (PYPL $67.93)
  • $67.93 P/E (TTM): 15.67X Cap: $65.19B
  • View PYPL Profile
  • View Questions on PYPL
• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ
• Upstart Holdings Inc. (UPST $44.96)
  • $44.96 Cap: $4.32B
  • View UPST Profile
  • View Questions on UPST
• Affirm Holdings Inc. (AFRM $68.90)
  • $68.90 P/E (TTM): 632.67X Cap: $22.43B
  • View AFRM Profile
  • View Questions on AFRM
• SoFi Technologies Inc. (SOFI $29.03)
  • $29.03 P/E (TTM): 62.94X Cap: $34.76B
  • View SOFI Profile
  • View Questions on SOFI

Q: Hi 5i
Some themes are very hot for a while and then go stone cold. The fintech stocks have all crashed and burned. Do you think this is a buying opportunity on some of these names for the next 3 years or so? Or are there some that you would not buy at all as recovery is doubtful? How would you rank these ones for new purchases?
Thanks.

Upvote 0

Read Answer Asked by Dave on May 16, 2022

• Palantir Technologies Inc. (PLTR $194.55)
  • $194.55 P/E (TTM): 632.0X Cap: $471.64B
  • View PLTR Profile
  • View Questions on PLTR
• Unity Software Inc. (U $36.13)
  • $36.13 Cap: $15.69B
  • View U Profile
  • View Questions on U

Q: Which company would you prefer, or would you sell both and take the capital loss? Thanks

Upvote 0

Read Answer Asked by Cory on May 16, 2022

• Tourmaline Oil Corp. (TOU $60.40)
  • $60.40 P/E (TTM): 15.3X Cap: $22.55B
  • View TOU Profile
  • View Questions on TOU
• WSP Global Inc. (WSP $272.23)
  • $272.23 P/E (TTM): 45.16X Cap: $35.51B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Topicus.com Inc. (TOI $132.09)
  • $132.09 P/E (TTM): 73.77X Cap: $11.01B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Looking to add your top $C four or five picks to an already diversified portfolio .
I’ve been sitting on the sidelines for a while. A bit rusty on what looks good, after the free fall. Time to start buying again???

Upvote 0

Read Answer Asked by Roy on May 16, 2022

• Superior Plus Corp. (SPB $7.95)
  • $7.95 P/E (TTM): 32.03X Cap: $1.78B
  • View SPB Profile
  • View Questions on SPB
• Absolute Software Corporation (ABST)
  • Cap: $610M
  • View ABST Profile
  • View Questions on ABST

Q: your thoughts about their results please.
Anyone you would purchase right now?

Upvote 0

Read Answer Asked by Josh on May 16, 2022

• Blackstone Inc. (BX $148.39)
  • $148.39 P/E (TTM): 40.89X Cap: $109.76B
  • View BX Profile
  • View Questions on BX

Q: since BAM.A IS SPINNING OFF A NEW MGT COMPANY do you think BX. might do the same thing? also what is your current view of BX. apparently it currently has a PEG of one thanks Richard

Upvote 0

Read Answer Asked by richard on May 16, 2022

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: If I was to buy a stock on the OTKPKS , instead of on the London stock exchange in the sterling pound, will I still enjoy the gains made by the corporation in terms of profit from sales made outside the U.K, from the falling value of the pound.
Thanks Gord

Upvote 0

Read Answer Asked by Gordon on May 16, 2022

• IGM Financial Inc. (IGM $53.50)
  • $53.50 P/E (TTM): 13.3X Cap: $12.61B
  • View IGM Profile
  • View Questions on IGM

Q: Good afternoon.

You thoughts on IGM.CA for income.
I see that the yield is well over 6% right now.
Is this a good time to buy
Is it safe in the long term.
Etc.,etc..

Thanks and have a great weekend.

Upvote 0

Read Answer Asked by Dave on May 16, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.34B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Toast Inc. Class A (TOST $34.39)
  • $34.39 P/E (TTM): 98.53X Cap: $20.04B
  • View TOST Profile
  • View Questions on TOST

Q: Why the big jump in Lightspeed today?

Upvote 0

Read Answer Asked by Valerie on May 16, 2022

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Market Call - David Driscoll - He said that at the top of the market (S&P 500) people were ready to pay 26 times earnings. $26.00 for every dollar of earnings - it is now 20 times earnings. He said that in the last big market correction, earnings went to 16 times earnings. That is what he is waiting for before he puts his money to work. Your take on this?
Thanks,

Upvote 0

Read Answer Asked by Dennis on May 16, 2022

Q: if you own say 100 shares of BAM.A. how many shares of the new asset mgt company will you receive? also what is your best guess as to the opening price per share of the newly company? or has brookfield already suggested as to the value of say one share of the new company? thanks Richard

Upvote 0

Read Answer Asked by richard on May 16, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 99.97X Cap: $324.46B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Topicus.com Inc. (TOI $132.09)
  • $132.09 P/E (TTM): 73.77X Cap: $11.01B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Do you think SHOP or TOI have the most potential over the next 30 - 60 days?
Lyle

Upvote 0

Read Answer Asked by Lyle on May 16, 2022

Q: I would like to get your general thoughts on dipping into margin at times such as these to chip away on the buy side wall markets are off all-time highs. Assuming margin ratios are kept reasonable, the investor understands the risks, and an effort is made to reduce them once markets froth again, would this be a reasonable (albeit inherently risky) way to potentially profit from a drawdown?

Upvote 0

Read Answer Asked by Andrew on May 16, 2022

• lululemon athletica inc. (LULU $168.02)
  • $168.02 P/E (TTM): 12.29X Cap: $19.32B
  • View LULU Profile
  • View Questions on LULU
• Aritzia Inc. Subordinate Voting Shares (ATZ $95.58)
  • $95.58 P/E (TTM): 40.53X Cap: $11.01B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.19)
  • $19.19 P/E (TTM): 103.16X Cap: $1.88B
  • View GOOS Profile
  • View Questions on GOOS
• Crocs Inc. (CROX $82.54)
  • $82.54 P/E (TTM): 23.25X Cap: $4.62B
  • View CROX Profile
  • View Questions on CROX

Q: Sold ATZ for tax loss. Is CROX a good proxy or would you recommend something else? Would you buy ATZ back later?

Upvote 0

Read Answer Asked by Peter on May 16, 2022

• Berkshire Hathaway Inc. (BRK.B $478.52)
  • $478.52 P/E (TTM): 16.5X Cap: $1.02T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: Hi Peter,
I am going to buy $25,000 of BRKB Berkshire Hathaway. I have both US and Cdn dollars available.
Should I buy on the NYSE or on the NEO exchange?
I am also thinking of buying a third at a time over next year. Is this a good strategy as I think the markets will go down further?
Thanks Ron

Upvote 0

Read Answer Asked by Ron on May 16, 2022

• Amazon.com Inc. (AMZN $222.86)
  • $222.86 P/E (TTM): 34.95X Cap: $2.45T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 28.62X Cap: $3.32T
  • View GOOG Profile
  • View Questions on GOOG
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 99.97X Cap: $324.46B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• The Trade Desk Inc. (TTD $48.97)
  • $48.97 P/E (TTM): 62.25X Cap: $23.94B
  • View TTD Profile
  • View Questions on TTD
• Roku Inc. (ROKU $100.03)
  • $100.03 Cap: $14.73B
  • View ROKU Profile
  • View Questions on ROKU
• Magnite Inc. (MGNI $17.31)
  • $17.31 P/E (TTM): 64.16X Cap: $2.65B
  • View MGNI Profile
  • View Questions on MGNI

Q: I have sold AMZN and TTD to harvest a tax loss. I will buy both after 30 days. Can you suggest proxies for either or both of these or is it best to just wait it out.

Appreciate your insight.

Paul F.

Upvote 0

Read Answer Asked by Paul on May 16, 2022