Investment Q&A

• Primo Water Corporation (PRMW $37.40)
  • $37.40 P/E (TTM): 15.23X Cap: $5.99B
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Q: Do you have any comments on the deal with Bluetriton?
Jerry

Upvote 2

Read Answer Asked by Jerry on June 19, 2024

• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 57.27X Cap: $5.03T
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Q: Ross Healy on BNN reports that he has sold all his NVDA shares. Would you comment on his thesis?

Upvote 14

Read Answer Asked by Jim on June 19, 2024

• Ballard Power Systems Inc. (BLDP $4.83)
  • $4.83 Cap: $1.49B
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• Vertiv Holdings LLC Class A (VRT $193.76)
  • $193.76 P/E (TTM): 91.18X Cap: $76.09B
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Q: Good morning

What are your thoughts on vrt and bldp having gotten together on a strategic alliance

Thks
Marse

Upvote 9

Read Answer Asked by Marcel on June 19, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $205.50)
  • $205.50 P/E (TTM): 30.49X Cap: $2.41B
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Q: HPS is dropping like a stone again. Any new ? Thanks for your excellent service.

Upvote 4

Read Answer Asked by Lai Kuen on June 19, 2024

• ADF Group Inc. Subordinate Voting Shares (DRX $7.25)
  • $7.25 P/E (TTM): 6.15X Cap: $197M
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Q: Canadian Investment Regulatory Organization Trading Halt - DRX 06/13/2024

Can you explain this?

Thank you.

Upvote 6

Read Answer Asked by Ross on June 19, 2024

• Xylem Inc. New (XYL $151.53)
  • $151.53 P/E (TTM): 39.19X Cap: $37.23B
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• Primo Water Corporation (PRMW $37.40)
  • $37.40 P/E (TTM): 15.23X Cap: $5.99B
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• American Water Works Company Inc. (AWK $126.70)
  • $126.70 P/E (TTM): 24.29X Cap: $25.37B
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Q: I am interested in investing in water stocks and water equipment and service. Can you suggests some stocks in that area? Thanks. chees

Upvote 3

Read Answer Asked by Hans on June 19, 2024

• BCE Inc. (BCE $32.35)
  • $32.35 P/E (TTM): 71.39X Cap: $30.57B
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• TELUS Corporation (T $20.62)
  • $20.62 P/E (TTM): 32.58X Cap: $31.57B
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Q: Good afternoon,

I know there has been much angst here with Telus. And your responses in recent months have been very well thought out and helpful (rates; competitive/regulatory environment). I have a 2% weight in BCE, 1% weight in T. So not massive by any means. But the slow steady drip downwards in price is getting frustrating, and now seeing the price today lower than where it was in the depths of COVID in March 2020 is concerning. At what point do I just take the 1% in T and add to BCE?

Upvote 6

Read Answer Asked by Trevor on June 19, 2024

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.44)
  • $38.44 P/E (TTM): 78.0X Cap: $6.04B
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• SmartCentres Real Estate Investment Trust (SRU.UN $26.40)
  • $26.40 P/E (TTM): 16.32X Cap: $4.73B
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• Granite Real Estate Investment Trust (GRT.UN $77.51)
  • $77.51 P/E (TTM): 20.87X Cap: $4.69B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.03)
  • $12.03 P/E (TTM): 25.77X Cap: $3.51B
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Q: Your thoughts on Smart Centres please?
Will this and another REITS do well as rates move lower? Nice Yield.
Thanks

Upvote 3

Read Answer Asked by Carlo on June 19, 2024

• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.54)
  • $13.54 Cap: $930M
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Q: With UMAX trading close to its 52 week low and yielding 13.8% would this be a logical time to buy and expect a likely increase in share price plus the current dividend $?

Thanks

Upvote 3

Read Answer Asked by Donald on June 19, 2024

• Celestica Inc. (CLS $475.87)
  • $475.87 P/E (TTM): 72.16X Cap: $54.74B
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Q: How much longer would you let CLS run with a 7% position now in your growth portfolio?

Thx

Upvote 5

Read Answer Asked by blake on June 19, 2024

• Capstone Copper Corp. (CS $11.83)
  • $11.83 P/E (TTM): 83.55X Cap: $9.39B
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• Teck Resources Ltd (TECK $43.08)
  • $43.08 P/E (TTM): 106.49X Cap: $21.17B
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Q: There haven't been a lot of questions on Teck in the past few month, and I see you recommended it as a long term hold. It's had a good run up - does It still have legs for 2+ years, or is it clearly a 5+ year hold? I own Capstone - is there too much overlap here?

Upvote 4

Read Answer Asked by Kim on June 19, 2024

• Brookfield Corporation Class A Preference Shares Series 4 (BN.PR.C $12.67)
  • $12.67 P/E (TTM): 109.82X Cap: $145.08B
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Q: The price of BN.PR.C has dropped significantly since the first week of May. The steepest drop was at the time of the prime interest rate decrease by the B of C. Should one expect similar price drops as interest rates decrease? This preferred share now yields 11.46%. If looking for income, would you have any concerns regarding buying a part position now?
Thank you.

Upvote 1

Read Answer Asked by Dennis on June 19, 2024

• Bank of Nova Scotia (The) (BNS $91.86)
  • $91.86 P/E (TTM): 17.67X Cap: $113.10B
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• BCE Inc. (BCE $32.35)
  • $32.35 P/E (TTM): 71.39X Cap: $30.57B
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• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 23.08X Cap: $142.02B
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• Magna International Inc. (MG $62.49)
  • $62.49 P/E (TTM): 10.62X Cap: $17.89B
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Q: Have some new money to put into one of these 4 stocks. Which one would you choose and your reason for that choice? Thanks Ron

Upvote 9

Read Answer Asked by Ronald on June 19, 2024

• Ninepoint Crypto and AI Leaders ETF (TKN $31.49)
  • $31.49 P/E (TTM): 31.48X Cap: $41M
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Q: Would you recommend this ETF for a small holding?

Upvote 5

Read Answer Asked by Guy R. on June 19, 2024

Q: Hello 5i. CAMT
Could I have your assessment of Camtek Ltd?
Thank you
Dave

Upvote 2

Read Answer Asked by Dave on June 19, 2024

• Ravelin Properties REIT (SOT.UN $0.44)
  • $0.44 Cap: $37M
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Q: Looking at the balance sheet is this a bankruptcy ? The conv debt is trading at 30 cents on the dollar. What is the outlook and is there a play on a turnaround?

Upvote 1

Read Answer Asked by Scott on June 19, 2024

• Vanguard All-Equity ETF Portfolio (VEQT $53.90)
  • $53.90 P/E (TTM): 1.85X Cap: $9.63B
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• Vanguard Total World Stock ETF (VT $140.34)
  • $140.34 P/E (TTM): 21.07X Cap: $41.63B
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Q: I am looking for a US fund like VEQT , I tried VEQTF and it is listed on the grey market, what would be good in a balanced fund with majority US, Then smaller CDN and International stocks?

Upvote 3

Read Answer Asked by Jean on June 19, 2024

Q: Hi, Can you claim a loss if stock goes to zero, that is; if a stock get delisted can you claim capital losses ?
thanks

Upvote 8

Read Answer Asked by Fernando on June 19, 2024

• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 23.08X Cap: $142.02B
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• Pembina Pipeline Corporation (PPL $52.74)
  • $52.74 P/E (TTM): 17.91X Cap: $30.42B
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Q: If only one which would you recommend and why please? Thanks again. Dan

Upvote 6

Read Answer Asked by Danny-boy on June 19, 2024

• Constellation Software Inc. (CSU $3,586.89)
  • $3,586.89 P/E (TTM): 91.49X Cap: $73.19B
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• Lumine Group Inc. (LMN $33.06)
  • $33.06 P/E (TTM): 131.81X Cap: $8.49B
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Q: I have a significant position in CSU and of course done well. I also have a small position in LMN. I like both. I’m thinking about selling some CSU to buy some LMN. Thoughts?

Upvote 17

Read Answer Asked by Ken on June 19, 2024