Investment Q&A

• Premium Brands Holdings Corporation (PBH $93.23)
  • $93.23 P/E (TTM): 35.01X Cap: $4.19B
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Q: Hi Guys

Premium Brands is almost $20 below where it has traded not too long ago. Is there light in the tunnel in 2025? Are there any positive signs that earnings and momentum might move this stock much higher in 2025 or is much more patience required?

Much thanks

Stuart

Upvote 5

Read Answer Asked by Stuart on December 13, 2024

• Hemisphere Energy Corporation (HME $1.92)
  • $1.92 P/E (TTM): 5.51X Cap: $185M
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• NTG Clarity Networks Inc. (NCI $2.15)
  • $2.15 P/E (TTM): 10.95X Cap: $88M
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Q: Hi there. I was intrigued by the reply to a recent question which led to you providing a list of these six companies:
US: RSSS, BUKS, MCEM
Canada: HME, NCI, KUT

Can you please pick your 3 favourite regardless of country and provide a summary of why you think they hold potential as well as how each rank BOTH in terms of growth and risk with 1 being low risk/growth and 10 being high.
Thank you!

Upvote 8

Read Answer Asked by Tim on December 13, 2024

• Strategy Inc Cl A (New) (MSTR $396.60)
  • $396.60 Cap: $113.49B
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• ISHARES BITCOIN TR (IBIT $67.96)
  • $67.96 Cap: $88.08B
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Q: I know nothing about bitcoin but I understand that MSTR stock holds a lot of bitcoin. Why is the stock performance of MSTR so much better than IBIT bitcoin ETF. Shouldn't they be reasonably close and correlated? What is MSTR's fundamental business and how do they make money?

Upvote 6

Read Answer Asked by Ian on December 13, 2024

• BMO S&P 500 Index ETF (ZSP $96.91)
  • $96.91 P/E (TTM): 80.29X Cap: $19.17B
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• Vanguard S&P 500 Index ETF (VFV $157.14)
  • $157.14 P/E (TTM): 82.03X Cap: $24.33B
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Q: In a recent question you stated "Alternatively to VFV, we also like ZSP, which focuses on the S&P 500, and it has some tax benefits given that it holds the US stocks directly." Could you elaborate on the tax benefits? Thanks for your help.

Upvote 4

Read Answer Asked by jacques on December 13, 2024

• Royal Bank of Canada (RY $185.73)
  • $185.73 P/E (TTM): 19.72X Cap: $259.17B
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• Toronto-Dominion Bank (The) (TD $101.20)
  • $101.20 P/E (TTM): 10.31X Cap: $173.59B
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• Bank of Nova Scotia (The) (BNS $77.90)
  • $77.90 P/E (TTM): 16.15X Cap: $96.28B
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• Bank of Montreal (BMO $156.35)
  • $156.35 P/E (TTM): 13.76X Cap: $112.23B
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• Canadian Imperial Bank Of Commerce (CM $100.74)
  • $100.74 P/E (TTM): 12.45X Cap: $93.69B
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• National Bank of Canada (NA $147.47)
  • $147.47 P/E (TTM): 13.97X Cap: $57.50B
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• BMO Equal Weight Banks Index ETF (ZEB $47.55)
  • $47.55 P/E (TTM): 12.49X Cap: $3.94B
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Q: Hell 5i I am considering selling BMO shares holdings and RY holdings as they in their higher price range. Sell high buy low! My plan is to reap the profit to buy ZEB. I would appreciate your thoughts on this. Thank you

Upvote 6

Read Answer Asked by Yves on December 13, 2024

• Toronto-Dominion Bank (The) (TD $101.20)
  • $101.20 P/E (TTM): 10.31X Cap: $173.59B
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• Bank of Nova Scotia (The) (BNS $77.90)
  • $77.90 P/E (TTM): 16.15X Cap: $96.28B
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• Canadian Natural Resources Limited (CNQ $41.12)
  • $41.12 P/E (TTM): 11.68X Cap: $86.24B
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• Sun Life Financial Inc. (SLF $79.11)
  • $79.11 P/E (TTM): 14.23X Cap: $44.59B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $42.14)
  • $42.14 P/E (TTM): 60.74X Cap: $6.80B
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• Pason Systems Inc. (PSI $11.84)
  • $11.84 P/E (TTM): 12.84X Cap: $914M
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• Granite Real Estate Investment Trust (GRT.UN $77.81)
  • $77.81 P/E (TTM): 15.21X Cap: $4.73B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.21)
  • $12.21 P/E (TTM): 25.71X Cap: $3.52B
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• Plaza Retail REIT (PLZ.UN $4.18)
  • $4.18 P/E (TTM): 18.69X Cap: $475M
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Q: What are your current thoughts regarding plaza reit as an addition to the income side of my portfolio? If negative, do you have any suggestions for stable high-dividend Canadian stocks that I can investigate? thanks, J

Upvote 8

Read Answer Asked by John on December 13, 2024

• Enghouse Systems Limited (ENGH $22.28)
  • $22.28 P/E (TTM): 15.87X Cap: $1.21B
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Q: Thoughts on latest results and market reaction? I hold it in a registered plan so it's not a tax loss candidate. Time to move on or hold for now? What are some possible alternatives if it is in fact time to move on??

Upvote 8

Read Answer Asked by Chris on December 13, 2024

• TELUS Corporation (T $22.23)
  • $22.23 P/E (TTM): 34.53X Cap: $33.42B
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Q: Just wondering if you saw any reason for the big drop today? I did see the volume was up by nearly double.
Thanks! Paul

Upvote 14

Read Answer Asked by Paul on December 13, 2024

• goeasy Ltd. (GSY $210.80)
  • $210.80 P/E (TTM): 13.19X Cap: $3.40B
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Q: Hi, GSY has dropped nearly 20% since it's 2024 high (~205$), any explanation for that ? If the drop continue, what price would you consider attractive?, very attractive ? for a multi-years holding period ? thank you

Upvote 19

Read Answer Asked by Luc on December 13, 2024

• Alphabet Inc. (GOOG $204.62)
  • $204.62 P/E (TTM): 21.54X Cap: $2.43T
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• IonQ Inc. (IONQ $43.56)
  • $43.56 Cap: $13.33B
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• D-Wave Quantum Inc. (QBTS $17.64)
  • $17.64 Cap: $5.94B
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Q: Good morning; I had asked a question the other day about RGTI-Q. I do appreciate the response. One of my questions was as follows regarding the quantum space;

"Is this space one to watch, and if so which companies should be on the radar (in order of preference please)?"

Could you please provide some insight into this; thank you.

Dave

Upvote 4

Read Answer Asked by Dave on December 13, 2024

• Freehold Royalties Ltd. (FRU $13.20)
  • $13.20 P/E (TTM): 17.06X Cap: $2.14B
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Q: Is this stock a buy at 13.05 area taking into account their latest transactions? cheers

Upvote 4

Read Answer Asked by kenneth on December 13, 2024

• ADF Group Inc. Subordinate Voting Shares (DRX $8.83)
  • $8.83 P/E (TTM): 5.21X Cap: $241M
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Q: Can you comment on the ADF backlog drop from $330.3M vs $510.9M at the start of the year? It appears to be partly related to a strategic decision having recently declined a $150M Amazon project due to low margins (8%). I think this illustrates some management discipline - profitability over pure revenue growth with management prioritizing margin quality over volume. Curious about your thoughts?

Upvote 5

Read Answer Asked by Michael on December 13, 2024

• Amazon.com Inc. (AMZN $222.04)
  • $222.04 P/E (TTM): 33.95X Cap: $2.36T
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• ADF Group Inc. Subordinate Voting Shares (DRX $8.83)
  • $8.83 P/E (TTM): 5.21X Cap: $241M
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Q: I may have missed it, but don't think there were reasons given for the sales/backlog drop in the DRX press release Was there any coverage of this in their conference call ?

Upvote 5

Read Answer Asked by Alexandra on December 13, 2024

• SMI 3Fourteen Full-Cycle Trend ETF (FCTE $25.92)
  • $25.92 P/E (TTM): 40.21X Cap: $57M
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Q: I initiated a small position a few months ago and it has not done anything. Is it worth holding and adding to it or sell and invest money some place else. Your views please. Thanks

Upvote 1

Read Answer Asked by satish on December 13, 2024

• PayPal Holdings Inc. (PYPL $68.28)
  • $68.28 P/E (TTM): 14.52X Cap: $64.08B
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• Okta Inc. (OKTA $88.92)
  • $88.92 P/E (TTM): 140.85X Cap: $15.49B
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• Redfin Corporation (RDFN)
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Q: I own RDFN, PYPL, and OKTA. All are down for me. In what order would you sell to take the capital loss? Do you see much growth potential over the next year in any of them? Thanks.

Upvote 2

Read Answer Asked by Kim on December 13, 2024

• Algonquin Power & Utilities Corp. (AQN $7.94)
  • $7.94 Cap: $6.01B
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• Northland Power Inc. (NPI $21.90)
  • $21.90 P/E (TTM): 22.41X Cap: $5.77B
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• Superior Plus Corp. (SPB $6.84)
  • $6.84 P/E (TTM): 72.26X Cap: $1.59B
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Q: I am thinking of selling AQN and SPB and investing the proceeds to NPI .
I feel that NPI presents a better road to recovery. Your comments please.

Upvote 4

Read Answer Asked by Joe on December 13, 2024

• Nebius Group N.V. (NBIS $73.56)
  • $73.56 Cap: $16.72B
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Q: Please share your thoughts with regard to the risks/rewards around holding NBIS. How confident are you that this stock will out-perform in both the short and longer term? What factors would drive/tank growth? Thank you.

Maureen

Upvote 9

Read Answer Asked by Maureen on December 13, 2024

• Olympia Financial Group Inc. (OLY $129.60)
  • $129.60 P/E (TTM): 12.49X Cap: $305M
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Q: Could I please get your opinion of OLY. It is a new financial company for me, thank you
Maria

Upvote 5

Read Answer Asked by Maria on December 13, 2024

• WELL Health Technologies Corp. (WELL $4.83)
  • $4.83 Cap: $1.19B
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Q: Well Health has had a very nice run as of late and you seem fairly confident in its continued growth.

It is now about 3.5% of Total Portfolio. At what level do you think it would be good to trim since it is a small cap? Let it run, or take a bit off the table;)

Upvote 9

Read Answer Asked by Colin on December 13, 2024

• NextEra Energy Inc. (NEE $71.28)
  • $71.28 P/E (TTM): 25.32X Cap: $149.19B
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• Williams Companies Inc. (The) (WMB $57.02)
  • $57.02 P/E (TTM): 31.12X Cap: $70.90B
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• Vistra Corp. (VST $209.15)
  • $209.15 P/E (TTM): 32.03X Cap: $67.89B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $45.94)
  • $45.94 Cap: $17.11B
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• Constellation Energy Corporation (CEG $337.02)
  • $337.02 P/E (TTM): 35.38X Cap: $103.55B
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Q: With the ever increasing demand for power to fuel AI and tech, what companies would you suggest investing in going forward?

Upvote 9

Read Answer Asked by Dennis on December 13, 2024