Investment Q&A

• KKR & Co. Inc. (KKR $86.10)
  • $86.10 P/E (TTM): 36.72X Cap: $76.61B
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• Blackstone Inc. (BX $107.12)
  • $107.12 P/E (TTM): 27.52X Cap: $79.25B
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• Apollo Global Management Inc. (APO $103.45)
  • $103.45 P/E (TTM): 18.85X Cap: $60.39B
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• Brookfield Corporation Class A Limited Voting Shares (BN $53.60)
  • $53.60 P/E (TTM): 77.5X Cap: $118.35B
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Q: Please rank BN, KKR, BX and APO, in order of preference and what would be a good entry point.

Upvote 3

Read Answer Asked by Dennis on November 13, 2024

• Miscellaneous (MISC)
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Q: Explain to me, when you tell a client to take a half of a position, how does that work? Say you want to invest $10,000 in a stock, do you buy $5000 say today and than what do you do? Buy the remainder when the stock goes down, or when the stock has gone up.
Thanks Again

Upvote 16

Read Answer Asked by eugene on November 13, 2024

• BMO MSCI EAFE Hedged to CAD Index ETF (ZDM $35.87)
  • $35.87 P/E (TTM): 30.74X Cap: $1.64B
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• iShares Core MSCI EAFE IMI Index ETF (XEF $47.10)
  • $47.10 P/E (TTM): 23.12X Cap: $18.42B
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Q: Should I hedge my EAFE ETFs considering that their holdings are from multiple countries? I am considering either XEF or ZDM? they seem pretty much the same except one hedges to CAD and one does not.

Upvote 1

Read Answer Asked by Mary on November 13, 2024

• The Westaim Corporation (WED $24.10)
  • $24.10 Cap: $785M
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Q: Many updates since the last review of this company. With new shares being issued at $4.75 I would hope this provides a level of support, but not sure I should be holding hoping to see results vs selling now after a nice run and waiting for the results first and then reinvesting.

Upvote 2

Read Answer Asked by Jim on November 13, 2024

• Manulife Financial Corporation (MFC $46.66)
  • $46.66 P/E (TTM): 15.1X Cap: $76.96B
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• Sun Life Financial Inc. (SLF $87.34)
  • $87.34 P/E (TTM): 14.01X Cap: $47.71B
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Q: Ignoring portfolio weightings, Can you give some advice on when to sell your winners? For example MFC has had a nice run. It seems fully valued. I am an income investor and am consider shifting to SLF for no other reason than the pick up in yield. There are other ‘winners’ I have that appear to be fully valued and I could shift elsewhere to boost income. What are the right things to consider re timing on when to sell?

Upvote 16

Read Answer Asked by Mark on November 13, 2024

• Hewlett Packard Enterprise Company (HPE $21.85)
  • $21.85 Cap: $28.63B
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• Super Micro Computer Inc. (SMCI $31.86)
  • $31.86 P/E (TTM): 22.61X Cap: $18.41B
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• Dell Technologies Inc. Class C (DELL $156.54)
  • $156.54 P/E (TTM): 19.79X Cap: $100.47B
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• Vertiv Holdings LLC Class A (VRT $264.74)
  • $264.74 P/E (TTM): 75.92X Cap: $99.04B
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Q: Who are competitors to SMCI, and which one would benefit most in long term from the tanking of SMCI so I can initiate a position today? Thank you.

Upvote 5

Read Answer Asked by David on November 13, 2024

• MCAN Mortgage Corporation (MKP $22.44)
  • $22.44 P/E (TTM): 13.52X Cap: $901M
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Q: I would like your thoughts on MCan Financial today. Their results were good, but are they worth the jump today? They sold shares earlier in the year which got me nervous, but it seems like they are delivering.

Upvote 1

Read Answer Asked by Gordon on November 13, 2024

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $51.10)
  • $51.10 P/E (TTM): 20.27X Cap: $3.64B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.22)
  • $45.22 P/E (TTM): 6.04X Cap: $3.64B
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• Vanguard S&P 500 Index ETF (VFV $162.91)
  • $162.91 P/E (TTM): 26.01X Cap: $27.65B
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• Vanguard Total International Stock (VXUS $78.27)
  • $78.27 P/E (TTM): 1.83X Cap: $118.30B
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Q: What are your recommended non-Canadian equity ETFs?
Do you prefer US only ETFs, or worldwide non-Canadian ETFs, for a long term hold?
Is it more likely that US equities will outperform non-US, such as Europe and Japan, or is it too hard to tell?

Upvote 6

Read Answer Asked by David on November 13, 2024

Q: What is DOCCKS

Upvote 3

Read Answer Asked by Maureen on November 13, 2024

• Fortis Inc. Cumulative Redeemable 5-Year Fixed Rate Reset 1st Preference Series G (FTS.PR.G $25.00)
  • $25.00 P/E (TTM): 22.9X Cap: $40.55B
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Q: Thank you for your answer the other day with respect to these pref shares. Could you outline what may happen to the price of the shares depending on the reset rates. For example could the price fall to maintain a certain yield? Thanks again

Upvote 1

Read Answer Asked by Steven on November 13, 2024

• Power Corporation of Canada Subordinate Voting Shares (POW $67.02)
  • $67.02 P/E (TTM): 13.98X Cap: $42.20B
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Q: I appreciate previous concerns with Power, any update based on earnings. In general, the pace of interest rate declines appears to be moderating, is this good for insurance companies?

Upvote 4

Read Answer Asked by Jim on November 13, 2024

Q: Groupe Dynamite Hi - would like your thoughts on this IPO - is the valuation reasonable and what is the growth expected? Fashion stocks tend to be very volatile- would this be of interest?

Upvote 2

Read Answer Asked by Scott on November 13, 2024

• Global X S&P 500 Index Corporate Class ETF (HXS $94.68)
  • $94.68 Cap: $5.64B
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• Global X S&P 500 Index Corporate Class ETF (HXS.U $69.20)
  • $69.20 Cap: $4.11B
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Q: Awhile back I asked a question about the Horizon etf's , which pay in capital gains, rather than dividends. You were good enough to supply me with HXS and HXT. The HXS is the S&P 500. But, it is bought in Canadian dollars. I didn't mention it but I was looking for one that could be bought and sold in US dollars. Is there something from Horizon that can do that? Or, from another company?
thanks for the great service

Upvote 2

Read Answer Asked by joseph on November 12, 2024

• NVIDIA Corporation (NVDA $183.22)
  • $183.22 P/E (TTM): 36.79X Cap: $4.38T
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• Super Micro Computer Inc. (SMCI $31.86)
  • $31.86 P/E (TTM): 22.61X Cap: $18.41B
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Q: Is Peter and team still bullish on NVDA not withstanding Super Micro's issues?

Upvote 6

Read Answer Asked by ADEL on November 12, 2024

• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $46.98)
  • $46.98 P/E (TTM): 17.88X Cap: $678M
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• BMO S&P US Small Cap Index ETF (ZSML.U $46.22)
  • $46.22 P/E (TTM): 16.6X Cap: $9M
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• BMO S&P US Small Cap Index ETF (ZSML $44.65)
  • $44.65 P/E (TTM): 16.6X Cap: $107M
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Q: Is there an ETF in CAD { unhedged } that you would recommend that follows the Russel 2000?

Thanks

Upvote 2

Read Answer Asked by paul on November 12, 2024

• Canadian Pacific Kansas City Limited (CP $112.18)
  • $112.18 P/E (TTM): 24.78X Cap: $100.65B
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Q: Hello
I already have a full position in CNR
looking to start a partial position in CP
what is a good entry price
a reasonable 12 months target price?
thanks

Michael

Upvote 4

Read Answer Asked by Michael on November 12, 2024

• Cardinal Energy Ltd. (CJ $10.55)
  • $10.55 P/E (TTM): 21.5X Cap: $1.69B
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Q: How do you feel about CJ's earnings announced last week?

Thank you!

Upvote 2

Read Answer Asked by Mark on November 12, 2024

• BILL Holdings Inc. (BILL $39.59)
  • $39.59 P/E (TTM): 265.27X Cap: $4.18B
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Q: Can I please have your updated view of BILL:US ?
Thank you in advance.

Upvote 1

Read Answer Asked by John on November 12, 2024

• Stantec Inc. (STN $122.32)
  • $122.32 P/E (TTM): 28.5X Cap: $13.81B
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Q: Hi Guys,

Please provide feedback on Stantec's order.

Thanks,

Jim

Upvote 3

Read Answer Asked by jim on November 12, 2024

• Toronto-Dominion Bank (The) (TD $130.29)
  • $130.29 P/E (TTM): 10.25X Cap: $213.69B
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Q: The only financial stock I own is TD. I would like to sell this stock and replace it with 3 financial stocks. It is for a RRSP but have 15 years before the money will be used. What 3 financial stocks would you recommend to buy?

Thanks

Upvote 9

Read Answer Asked on November 12, 2024