Investment Q&A

• Intel Corporation (INTC $46.78)
  • $46.78 Cap: $233.66B
  • View INTC Profile
  • View Questions on INTC
• Texas Instruments Incorporated (TXN $197.46)
  • $197.46 P/E (TTM): 35.93X Cap: $179.78B
  • View TXN Profile
  • View Questions on TXN
• Spirit Aerosystems Holdings Inc. (SPR)
  • Cap: $4.64B
  • View SPR Profile
  • View Questions on SPR
• Transdigm Group Incorporated (TDG $1,268.31)
  • $1,268.31 P/E (TTM): 41.12X Cap: $71.62B
  • View TDG Profile
  • View Questions on TDG
• GSI Technology Inc. (GSIT $8.60)
  • $8.60 Cap: $314M
  • View GSIT Profile
  • View Questions on GSIT
• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $347.09)
  • $347.09 P/E (TTM): 48.97X Cap: $1.80T
  • View TSM Profile
  • View Questions on TSM
• Heico Corporation (HEI $306.40)
  • $306.40 P/E (TTM): 61.32X Cap: $42.74B
  • View HEI Profile
  • View Questions on HEI
• RTX Corporation (RTX $207.00)
  • $207.00 P/E (TTM): 41.98X Cap: $278.61B
  • View RTX Profile
  • View Questions on RTX

Q: Would these be good candidates for a TFSA ?

Upvote 3

Read Answer Asked by Robert on January 05, 2024

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

Q: Hello and Happy New Year,

Can you please provide a simple ETF portfolio for the average middle-class Canadian, with no private pension, and who has some time to watch the markets but not a lot, and who just wants to commit to a dollar-cost averaging investing plan for the next 20 years?

Thanks,
Robert

Upvote 3

Read Answer Asked by Robert on January 05, 2024

• WSP Global Inc. (WSP $228.63)
  • $228.63 P/E (TTM): 30.58X Cap: $30.82B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• TerraVest Industries Inc. (TVK $144.23)
  • $144.23 Cap: $3.12B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $191.12)
  • $191.12 P/E (TTM): 28.0X Cap: $2.27B
  • View HPS.A Profile
  • View Questions on HPS.A
• Aritzia Inc. Subordinate Voting Shares (ATZ $112.72)
  • $112.72 Cap: $13.01B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Topicus.com Inc. (TOI $107.89)
  • $107.89 P/E (TTM): 343.47X Cap: $14.04B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Which 3-5 Canadian stocks would you be buying with your TFSA & FHSA contribution?
Thank you

Upvote 33

Read Answer Asked by Gowtham on January 05, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $100.67)
  • $100.67 P/E (TTM): 13.8X Cap: $21.61B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Constellation Software Inc. (CSU $2,938.78)
  • $2,938.78 P/E (TTM): 69.74X Cap: $62.27B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Celestica Inc. (CLS $365.54)
  • $365.54 P/E (TTM): 37.34X Cap: $42.02B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.78)
  • $175.78 P/E (TTM): 143.69X Cap: $229.23B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• WELL Health Technologies Corp. (WELL $4.33)
  • $4.33 Cap: $1.09B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Topicus.com Inc. (TOI $107.89)
  • $107.89 P/E (TTM): 343.47X Cap: $14.04B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $25.72)
  • $25.72 P/E (TTM): 100.99X Cap: $6.60B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: I am interested in buying the following stocks. What would be your 1st to 7th order in buying? Also what would your entry price be for each one.

Upvote 13

Read Answer Asked by James on January 05, 2024

• Toronto-Dominion Bank (The) (TD $130.25)
  • $130.25 P/E (TTM): 10.37X Cap: $217.68B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $97.20)
  • $97.20 P/E (TTM): 23.64X Cap: $119.82B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

Q: I have held BNS shares for approx . 3years but am considering switching them for TD. I think TD has a better runway for growth in the is USA versus BNS growth in SA and the islands . your thoughts please

Upvote 7

Read Answer Asked by Ross on January 05, 2024

• State Street SPDR S&P Homebuilders ETF (XHB $104.34)
  • $104.34 P/E (TTM): 16.19X Cap: $1.54B
  • View XHB Profile
  • View Questions on XHB
• iShares U.S. Home Construction ETF (ITB $96.85)
  • $96.85 P/E (TTM): 14.69X Cap: $2.56B
  • View ITB Profile
  • View Questions on ITB
• Direxion Daily Homebuilders & Supplies Bull 3X (NAIL $47.35)
  • $47.35 P/E (TTM): 14.87X Cap: $444M
  • View NAIL Profile
  • View Questions on NAIL

Q: With the pull back do you think this is a good way to play US home builders?

Upvote 1

Read Answer Asked by Dale on January 05, 2024

• The Walt Disney Company (DIS $101.32)
  • $101.32 P/E (TTM): 14.97X Cap: $179.49B
  • View DIS Profile
  • View Questions on DIS
• Crocs Inc. (CROX $82.91)
  • $82.91 Cap: $4.16B
  • View CROX Profile
  • View Questions on CROX

Q: Would you prefer DIS or CROX is the consumer space?

Upvote 4

Read Answer Asked by Mike on January 05, 2024

• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • View NBLY Profile
  • View Questions on NBLY

Q: Hi,
Happy New Year. Any opinion on when shareholders should expect an update from Persistence Capital Partner on the latest offer? Is there a guideline that companies are required to follow, provide update etc . I believe the old offer was to close in January and the SP continues to drift on no news.
Thanks,
Kerri

Upvote 7

Read Answer Asked by KERRI on January 05, 2024

• Invesco S&P 500 Equal Weight ETF (RSP $197.22)
  • $197.22 P/E (TTM): 19.95X Cap: $87.47B
  • View RSP Profile
  • View Questions on RSP
• Invesco S&P 500 Equal Weight Index ETF (EQL $40.62)
  • $40.62 P/E (TTM): 19.95X Cap: $1.57B
  • View EQL Profile
  • View Questions on EQL

Q: Could you please recommend a couple of equal weight S&P 500 ETF's with low MER's, thank you. Please note if there is any hidden fees outside the MER.

Upvote 4

Read Answer Asked by Cheryl on January 05, 2024

• Whitecap Resources Inc. (WCP $13.83)
  • $13.83 P/E (TTM): 13.45X Cap: $16.78B
  • View WCP Profile
  • View Questions on WCP

Q: hi folks:

why do you suppose whitecap is around 2 year lows?

seems like most 'in the know' favour it as a well run, solid energy co

comments?

thanks

Upvote 6

Read Answer Asked by Robert on January 05, 2024

• Invesco Aerospace & Defense ETF (PPA $178.70)
  • $178.70 P/E (TTM): 18.13X Cap: $8.27B
  • View PPA Profile
  • View Questions on PPA
• iShares U.S. Aerospace & Defense ETF (ITA $239.72)
  • $239.72 P/E (TTM): 20.14X Cap: $16.19B
  • View ITA Profile
  • View Questions on ITA
• State Street SPDR S&P Aerospace & Defense ETF (XAR $277.95)
  • $277.95 P/E (TTM): 5.09X Cap: $6.24B
  • View XAR Profile
  • View Questions on XAR

Q: Please suggest some defence spending etfs. Thanks.

Upvote 2

Read Answer Asked by Murray on January 05, 2024

• Savaria Corporation (SIS $25.35)
  • $25.35 P/E (TTM): 29.27X Cap: $5.78B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• Aritzia Inc. Subordinate Voting Shares (ATZ $112.72)
  • $112.72 Cap: $13.01B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• SAP SE ADS (SAP $195.83)
  • $195.83 P/E (TTM): 63.59X Cap: $240.57B
  • View SAP Profile
  • View Questions on SAP

Q: Hello,

Looking for advice to invest our RESP contribution this year for my daughter. Time horizon is 17 years. Do you prefer any of these for good growth, or are their any others you would prefer (companies traded in Canada would be ideal)?

Thank you, and Happy New Year.

Upvote 5

Read Answer Asked by Satish on January 05, 2024

• iShares Russell 2000 Growth ETF (IWO $325.22)
  • $325.22 P/E (TTM): 22.36X Cap: $12.69B
  • View IWO Profile
  • View Questions on IWO
• iShares Russell 2000 ETF (IWM $253.36)
  • $253.36 P/E (TTM): 17.63X Cap: $70.43B
  • View IWM Profile
  • View Questions on IWM
• ISHARES TRUST (IJT $146.53)
  • $146.53 P/E (TTM): 20.01X Cap: $6.56B
  • View IJT Profile
  • View Questions on IJT

Q: Indications are that the market breathe is improving and therefore various analysts are recommending the small cap Russel 2000 index. Would you agree and therefore have a suggestion or suggestions of how to invest in this potential opportunity. My other question is would there be a Russell 2000 ETF that you would recommend and a Russell 2000 high growth ETF that you know of?

Thank you

Kim

Upvote 5

Read Answer Asked by kim on January 05, 2024

• Altus Group Limited (AIF $46.46)
  • $46.46 P/E (TTM): 5.82X Cap: $1.88B
  • View AIF Profile
  • View Questions on AIF
  • View Reports on AIF

Q: Please analyze this one. I'm in the lucky position, having it long enough, that I'm still decently positive but questioning it's future. Worth holding for awhile or moving on? Thank you.

Upvote 1

Read Answer Asked by Raymond on January 05, 2024

• Tutor Perini Corporation (TPC $71.29)
  • $71.29 Cap: $3.76B
  • View TPC Profile
  • View Questions on TPC

Q: What are your thoughts on Tutor Perini (TPC)? Does it have potential as a play on the US infrastructure theme? Are there other small caps you’d prefer in the same space? Thanks.

Upvote 2

Read Answer Asked by Brian on January 05, 2024

• Bank of Montreal (BMO $194.35)
  • $194.35 P/E (TTM): 15.18X Cap: $137.24B
  • View BMO Profile
  • View Questions on BMO

Q: Good morning,

Noticed BMO p/e meaningfully higher than other Cdn banks at 23x- is this accurate and if so can you please illuminate me as to why?

Thank you

Upvote 2

Read Answer Asked by Brad on January 05, 2024

• Diana Shipping inc. (DSX $2.43)
  • $2.43 Cap: $282M
  • View DSX Profile
  • View Questions on DSX

Q: Peter and His Wonder Team
I realize shipping stocks are cyclical...Not sure if the wars or new supply chains are a positive or negative. What I mean is they could charge higher rates if there is risk involved. In any event I have held this stock for too many years and am even. However at this point it appears to be "dead-money"...if you know what I mean. Can you see any reason to be patient for a few more quarters? Thanks as always...your opinion is always a voice of reason!

Upvote 2

Read Answer Asked by Ernest on January 05, 2024

• Finning International Inc. (FTT $89.80)
  • $89.80 P/E (TTM): 17.94X Cap: $11.74B
  • View FTT Profile
  • View Questions on FTT
• Toromont Industries Ltd. (TIH $201.68)
  • $201.68 P/E (TTM): 33.0X Cap: $16.42B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH

Q: Could I please get you thoughts on Finning

Upvote 3

Read Answer Asked by Tony on January 05, 2024

• Keysight Technologies Inc. (KEYS $285.54)
  • $285.54 P/E (TTM): 50.63X Cap: $48.97B
  • View KEYS Profile
  • View Questions on KEYS

Q: What are your current thoughts on KEYS? I'm up 55% and thinking of buying some more, maybe increase my overall weighting to 5%. The latest numbers seem positive and I like that they are getting involved on EV battery testing and charging. EV battery charging seems to be a problem if you don't drive a Tesla. Probably would need to sell some NVDA to raise the USD which is not ideal but of course our NVDA weighting is too high. Also is KEYS an Industrial Company? Any thoughts you have would be appreciated.
Jim

Upvote 2

Read Answer Asked by James on January 05, 2024

• Annaly Capital Management Inc. (NLY $22.50)
  • $22.50 P/E (TTM): 8.01X Cap: $16.16B
  • View NLY Profile
  • View Questions on NLY

Q: Just curious on your take on nly. The dividend is attractive and US housing seems less perilous than Canada.

Upvote 1

Read Answer Asked by Robert on January 05, 2024