Investment Q&A

• Enbridge Inc. (ENB $66.01)
  • $66.01 P/E (TTM): 23.44X Cap: $144.66B
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• TC Energy Corporation (TRP $70.40)
  • $70.40 P/E (TTM): 17.55X Cap: $73.58B
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• Pembina Pipeline Corporation (PPL $52.38)
  • $52.38 P/E (TTM): 17.77X Cap: $30.42B
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• Keyera Corp. (KEY $45.38)
  • $45.38 P/E (TTM): 19.02X Cap: $10.39B
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• Global X Equal Weight Canadian Pipelines Index ETF (PPLN $11.53)
  • $11.53 P/E (TTM): 46.02X Cap: $37M
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• South Bow Corporation (SOBO $37.78)
  • $37.78 P/E (TTM): 20.45X Cap: $7.86B
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Q: I am an income investor looking for stability with some growth and want to invest in pipelines. I would prefer an ETF like PPLN but the cost is too high with an MER of 0.74 and TER 0.11. If you could only invest in 3 of the above 5 companies, which would you choose? Can you rank the above 5 pipeline companies, from highest growth potential to lowest, over the next 3 years.
Thanks!

Upvote 17

Read Answer Asked by Grant on May 02, 2025

• Cameco Corporation (CCO $103.94)
  • $103.94 P/E (TTM): 80.72X Cap: $45.10B
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Q: I'd like your thoughts on Cameco ($63) earnings.

Thanks, Greg

Upvote 4

Read Answer Asked by Greg on May 02, 2025

• Constellation Software Inc. (CSU $4,470.99)
  • $4,470.99 P/E (TTM): 112.85X Cap: $94.74B
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Q: Hello Peter,

I am undecided over how to handle my Constellation software holding. I have done well with it and it is 15% of my portfolio. I am vacillating between trimming some and letting it ride until there is a threat from a black swan event. You must have encountered such situations before and your opinion and reasoning may help me take a decision.
Regards
Rajiv

Upvote 8

Read Answer Asked by Rajiv on May 02, 2025

• Loblaw Companies Limited (L $56.76)
  • $56.76 P/E (TTM): 7.26X Cap: $67.62B
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• George Weston Limited (WN $88.41)
  • $88.41 P/E (TTM): 11.77X Cap: $33.94B
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Q: Is there a clear case for preferring L to WN? L is more liquid while WN does slightly better on P/E and RoE; does liquidity win, here?

Upvote 3

Read Answer Asked by John on May 02, 2025

• McDonald's Corporation (MCD $313.44)
  • $313.44 P/E (TTM): 27.65X Cap: $224.12B
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Q: Shouldn't investors be proceeding cautiously given the S&P P/E is close to 28 and a couple of red flags were announced this morning (jobless claims above expectations; McDonalds largest US sales decline since 2020)? Or am I being too much of a Nervous Nellie?

Upvote 2

Read Answer Asked by Theodore on May 02, 2025

• Apple Inc. (AAPL $227.16)
  • $227.16 P/E (TTM): 34.56X Cap: $3.37T
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• Amazon.com Inc. (AMZN $227.94)
  • $227.94 P/E (TTM): 34.88X Cap: $2.43T
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Q: May I have your opinion of Amazon and Apple’s earnings this quarter and future outlook please.

Not sure this really applies to these two, but I’ve heard that the tariffs won’t truly impact companies’ earnings until next quarter (with some companies stockpiling 3-6 months worth of inventory to try to ride this out and customers doing the same). Mind you, we could wake up tomorrow and everything has changed again.

Thank you.

Upvote 8

Read Answer Asked by Sandra on May 02, 2025

• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.03)
  • $27.03 P/E (TTM): 18.56X Cap: $636M
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Q: Would you consider GDI a sell or hold for a long term investor. Thanks

Upvote 6

Read Answer Asked by Ben on May 02, 2025

• Meta Platforms Inc. (META $753.30)
  • $753.30 P/E (TTM): 26.82X Cap: $1.89T
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• Alphabet Inc. (GOOG $209.16)
  • $209.16 P/E (TTM): 22.04X Cap: $2.52T
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• Digital Realty Trust Inc. (DLR $165.86)
  • $165.86 P/E (TTM): 43.96X Cap: $56.56B
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• T-Mobile US Inc. (TMUS $251.74)
  • $251.74 P/E (TTM): 24.38X Cap: $283.31B
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Q: Portfolio Analytics suggests a need to increase my allocation in utilities, real estate, communication services and consumer defensives. Could you give me your best 3 picks for each category, preferably on the TSX. If you feel the Canadian doesn't have very good choices, suggestions on the US market would be appreciated. Thanks.

Upvote 3

Read Answer Asked by jacques on May 02, 2025

• Open Text Corporation (OTEX $44.70)
  • $44.70 P/E (TTM): 13.15X Cap: $11.36B
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Q: Your thoughts on OTEX, is there enough happening here to see this stock higher in a year from now? What are the most significant numbers in this Q report?
Thanks.

Upvote 5

Read Answer Asked by Harry on May 02, 2025

Q: Hi Peter

Can I get your thoughts on Pinetree. I would like to know if you would add to a position. It looks expensive but I plan on it being a long term hold. I just am struggling on valuation.

Upvote 1

Read Answer Asked by Frank on May 02, 2025

• California Nanotechnologies Corp. (CNO $0.34)
  • $0.34 Cap: $14M
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• East Side Games Group Inc. (EAGR $0.42)
  • $0.42 Cap: $34M
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Q: I own these companies and am deeply underwater. Please provide your analysis on these companies in the current economic backdrop. Thanks

Upvote 2

Read Answer Asked by Imtiaz on May 02, 2025

• Canadian Pacific Kansas City Limited (CP $101.72)
  • $101.72 P/E (TTM): 22.69X Cap: $96.28B
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• Canadian Pacific Kansas City Limited (CP $73.39)
  • $73.39 P/E (TTM): 22.69X Cap: $69.60B
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Q: Thoughts on the quarter? Good time to add?

Thanks!

Upvote 3

Read Answer Asked by Satish on May 02, 2025

Q: Would you have a website where I could track a company's EPS, etc. and be able to compare the results to its stock chart? Thanks

Upvote 4

Read Answer Asked by Michael on May 02, 2025

• Ford Motor Company (F $11.82)
  • $11.82 P/E (TTM): 15.05X Cap: $47.04B
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• Nucor Corporation (NUE $149.55)
  • $149.55 P/E (TTM): 26.09X Cap: $34.32B
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• Century Aluminum Company (CENX $22.29)
  • $22.29 P/E (TTM): 31.39X Cap: $2.07B
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• Commercial Metals Company (CMC $58.02)
  • $58.02 P/E (TTM): 181.65X Cap: $6.59B
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• AECOM (ACM $123.13)
  • $123.13 P/E (TTM): 26.55X Cap: $15.90B
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• Kaiser Aluminum Corporation (KALU $78.58)
  • $78.58 P/E (TTM): 24.76X Cap: $1.28B
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• Steel Dynamics Inc. (STLD $133.28)
  • $133.28 P/E (TTM): 18.23X Cap: $19.61B
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• Jacobs Solutions Inc. (J $147.10)
  • $147.10 P/E (TTM): 36.83X Cap: $17.74B
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• Stellantis N.V. (STLA $9.93)
  • $9.93 Cap: $28.60B
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Q: It has been reported that various companies are going to invest 8 trillion dollars into the U.S. economy in the future. What companies/sectors do you think will benefit the most from this investment?

Upvote 2

Read Answer Asked by Jerry on May 02, 2025

• Microsoft Corporation (MSFT $504.26)
  • $504.26 P/E (TTM): 37.19X Cap: $3.74T
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Q: Hi 5i.

I am hoping you can answer this question, which has been puzzling me for awhile. Every day, when I look at the list of the top-traded stocks on the NASDAQ in the Financial Post, MSFT is never there. I can't understand why this would be. Is it because a huge percentage of the stock is held by institutions that simply do not trade it?

Upvote 3

Read Answer Asked by William on May 01, 2025

• Russel Metals Inc. (RUS $41.67)
  • $41.67 P/E (TTM): 14.31X Cap: $2.33B
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• Hennessy Sustainable ETF (STNC $32.61)
  • $32.61 P/E (TTM): 71.47X Cap: $94M
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Q: I am thinking of buying one of these companies, which one would be your choice. I already own WSP and AtRL.
Thank you very much
Dorothy

Upvote 2

Read Answer Asked by Dorothy on May 01, 2025

• Toromont Industries Ltd. (TIH $143.36)
  • $143.36 P/E (TTM): 24.15X Cap: $11.75B
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Q: Your comments on their recent numbers please.
Thx

Upvote 6

Read Answer Asked by Bill on May 01, 2025

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,383.00)
  • $2,383.00 P/E (TTM): 8.62X Cap: $51.45B
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• ONEX Corporation Subordinate Voting Shares (ONEX $115.41)
  • $115.41 P/E (TTM): 11.27X Cap: $8.01B
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• Pinetree Capital Ltd. (PNP $14.00)
  • $14.00 P/E (TTM): 6.65X Cap: $131M
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• Berkshire Hathaway Inc. (BRK.B $486.18)
  • $486.18 P/E (TTM): 16.75X Cap: $1.04T
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• Brookfield Corporation Class A Limited Voting Shares (BN $89.97)
  • $89.97 P/E (TTM): 153.91X Cap: $134.58B
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Q: Berkshire Hathaway has been very successful at buying wonderful businesses at good prices. Is there a Canadian company with an identical mantra?

Upvote 5

Read Answer Asked by James on May 01, 2025

• Robinhood Markets Inc. (HOOD $107.94)
  • $107.94 P/E (TTM): 53.74X Cap: $95.25B
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Q: Could I have your take on earnings- pull back a good entry point?

Upvote 2

Read Answer Asked by Scott on May 01, 2025

• Alamos Gold Inc. (AGI $39.37)
  • $39.37 P/E (TTM): 33.8X Cap: $16.55B
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Q: In past Q&A's you guys have made some positive comments on AGI.

Today however the stock is tanking on earnings. Can you please let us know about your thoughts on earnings and your thoughts going forward on the stock.

Would you hold, buy or sell on this latest report?

Thanks


Sheldon

Upvote 3

Read Answer Asked by Sheldon on May 01, 2025