Investment Q&A

• Costco Wholesale Corporation (COST $1,004.05)
  • $1,004.05 P/E (TTM): 69.31X Cap: $440.42B
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• Microsoft Corporation (MSFT $402.75)
  • $402.75 P/E (TTM): 25.38X Cap: $3T
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• NVIDIA Corporation (NVDA $182.87)
  • $182.87 P/E (TTM): 37.71X Cap: $4.52T
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• CVS Health Corporation (CVS $76.05)
  • $76.05 P/E (TTM): 55.3X Cap: $96.33B
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• Eli Lilly and Company (LLY $980.80)
  • $980.80 P/E (TTM): 43.63X Cap: $944.66B
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• McDonald's Corporation (MCD $324.45)
  • $324.45 P/E (TTM): 27.44X Cap: $231.02B
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• Zoetis Inc. Class A (ZTS $115.95)
  • $115.95 P/E (TTM): 20.01X Cap: $50.56B
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• Toronto-Dominion Bank (The) (TD $128.20)
  • $128.20 P/E (TTM): 10.43X Cap: $217.46B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,254.42)
  • $2,254.42 P/E (TTM): 7.75X Cap: $48.74B
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• Constellation Software Inc. (CSU $2,606.48)
  • $2,606.48 P/E (TTM): 68.89X Cap: $57.21B
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• Restaurant Brands International Inc. (QSR $98.18)
  • $98.18 P/E (TTM): 30.77X Cap: $44.59B
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• WSP Global Inc. (WSP $223.65)
  • $223.65 P/E (TTM): 30.69X Cap: $30.80B
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• TFI International Inc. (TFII $140.60)
  • $140.60 P/E (TTM): 38.89X Cap: $12.38B
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• Alimentation Couche-Tard Inc. (ATD $81.25)
  • $81.25 P/E (TTM): 22.04X Cap: $74.80B
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• goeasy Ltd. (GSY $35.14)
  • $35.14 P/E (TTM): 3.62X Cap: $653M
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• ARC Document Solutions Inc. (ARC)
  • P/E (TTM): 28.25X
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $30.84)
  • $30.84 Cap: $21.12B
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• Berkshire Hathaway Inc. (BRK.B $492.44)
  • $492.44 P/E (TTM): 0.04X Cap: $1.06T
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• Boyd Group Services Inc. (BYD $212.16)
  • $212.16 P/E (TTM): 218.79X Cap: $6.09B
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• Topicus.com Inc. (TOI $100.00)
  • $100.00 P/E (TTM): 335.23X Cap: $13.51B
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• Lumine Group Inc. (LMN $24.55)
  • $24.55 P/E (TTM): 99.71X Cap: $6.42B
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Q: Hi group I have taken profits on QSR,MCD,GSY,BYD,WSP,CSU,ARC. So my question in what order and at what price do i get back in i own the others, as listed so please rate them also for adding same format. Thanks for your help with this

Upvote 17

Read Answer Asked by Terence on May 17, 2024

• Coinbase Global Inc (COIN $193.83)
  • $193.83 P/E (TTM): 44.16X Cap: $52.45B
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Q: This ETF (CONY) shows a massive yield (U.S. dollars). Can you provide your analysis of it and how it works? I assume it is high risk.
Thanks.

Upvote 3

Read Answer Asked by Dan on May 16, 2024

• Jabil Inc. (JBL $253.24)
  • $253.24 P/E (TTM): 39.3X Cap: $26.97B
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Q: Do you know what is causing JBl to be so weak? Would you buy at this low price? Thank you.

Upvote 1

Read Answer Asked by John on May 16, 2024

Q: What are your thoughts on being overweight US stocks vs. CDN for the next year or so?

Upvote 12

Read Answer Asked by Gregory on May 16, 2024

• Quipt Home Medical Corp. (QIPT $4.97)
  • $4.97 Cap: $219M
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Q: Thoughts on latest earnings and hold,add to,or sell and explanation please. Thanx.

Upvote 1

Read Answer Asked by Steve on May 16, 2024

• Berkshire Hathaway Inc. (BRK.A $739,000.00)
  • $739,000.00 P/E (TTM): 15.89X Cap: $1.06T
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• Berkshire Hathaway Inc. (BRK.B $492.44)
  • $492.44 P/E (TTM): 0.04X Cap: $1.06T
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Q: Would you be able to tell us how much BRK stock that Berkshire Hathaway has purchased in each of the past 4 quarters? Broken down by quarter, if possible. In future, where could I retrieve this info on myself?
Thanks!

Upvote 3

Read Answer Asked by Grant on May 16, 2024

• TC Energy Corporation (TRP $86.26)
  • $86.26 P/E (TTM): 26.88X Cap: $85.74B
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Q: You last commented on the TRP spin off of South Bow in January, any additional comments as we are getting closer to the vote?

Upvote 2

Read Answer Asked by Mark on May 16, 2024

• Emera Incorporated (EMA $72.52)
  • $72.52 P/E (TTM): 19.31X Cap: $21.63B
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Q: pls your comments on earnings and what your share price target looking forward?

Upvote 5

Read Answer Asked by adam on May 16, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $183.71)
  • $183.71 P/E (TTM): 28.27X Cap: $2.28B
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• Vitalhub Corp. (VHI $8.13)
  • $8.13 P/E (TTM): 162.94X Cap: $525M
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• Propel Holdings Inc. (PRL $18.66)
  • $18.66 P/E (TTM): 10.29X Cap: $750M
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Q: Not to put you on the spot, BUT... If you were looking at growth only, which of these three would you choose?

Upvote 21

Read Answer Asked by Bryan on May 16, 2024

• NVIDIA Corporation (NVDA $182.87)
  • $182.87 P/E (TTM): 37.71X Cap: $4.52T
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Q: do you recommend waiting till earnings release to buy the stock or what percentage chance do you place on better then expected results and a significant rise again?

Upvote 7

Read Answer Asked by Gary on May 16, 2024

• Celestica Inc. (CLS $361.50)
  • $361.50 P/E (TTM): 37.55X Cap: $41.54B
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Q: I'm having trouble nailing down exactly what CLS does. Is it a technology company or an industrial company? Also, do you think it would be a good time to invest in the company?

Upvote 6

Read Answer Asked by Les on May 16, 2024

• DREAM Unlimited Corp. Class A Subordinate Voting Shares (DRM $20.24)
  • $20.24 Cap: $855M
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Q: Could you comment on earnings and an updated outlook?

Thanks in advance. - Jeff

Upvote 1

Read Answer Asked by Jeff on May 16, 2024

• WSP Global Inc. (WSP $223.65)
  • $223.65 P/E (TTM): 30.69X Cap: $30.80B
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Q: Could you please explain the CDPQ transaction ?
Thanks

Upvote 5

Read Answer Asked by TOM on May 16, 2024

• goeasy Ltd. (GSY $35.14)
  • $35.14 P/E (TTM): 3.62X Cap: $653M
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• Propel Holdings Inc. (PRL $18.66)
  • $18.66 P/E (TTM): 10.29X Cap: $750M
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Q: now thats a nasty pullback. If you owned gsy would you consider a partial switch

Upvote 11

Read Answer Asked by andrew on May 16, 2024

• Propel Holdings Inc. (PRL $18.66)
  • $18.66 P/E (TTM): 10.29X Cap: $750M
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Q: Hi, Why the Propel stock keeps dropping, despite excellent results ? Now, seems like, it has broken below the $25 support level ( recent gap up after earnings ) and is down $6 or, 20%, from the post earning bounce. Is it worth accumulating around $23 ? Thanks

Upvote 15

Read Answer Asked by rajeev on May 16, 2024

• Avalon Advanced Materials Inc. (AVL $0.07)
  • $0.07 Cap: $50M
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Q: Can you please comment on AVL. Do they have growth and a future? How speculative is it? Thank you.

Upvote 1

Read Answer Asked by Tulio on May 16, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $98.33)
  • $98.33 P/E (TTM): 13.49X Cap: $21.31B
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• Celestica Inc. (CLS $361.50)
  • $361.50 P/E (TTM): 37.55X Cap: $41.54B
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• Kinaxis Inc (KXSCF $104.66)
  • $104.66 P/E (TTM): 87.15X Cap: $2.83B
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Q: Please recommend some Canadian companies whose stock prices will appreciate due to their activities in AI and data centres. Tx Ron L

Upvote 4

Read Answer Asked by Ron on May 16, 2024

• Chubb Limited (CB $330.20)
  • $330.20 P/E (TTM): 12.65X Cap: $125.92B
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• Suncor Energy Inc. (SU $81.38)
  • $81.38 P/E (TTM): 16.0X Cap: $93.88B
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• Tourmaline Oil Corp. (TOU $66.95)
  • $66.95 P/E (TTM): 87.18X Cap: $25.16B
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Q: There have been questions asked about what Buffet would probably buy in Canada and 5i said that it would probably be in the energy sector. I wonder whether you would have an idea whether it might be in the oil side or the natural gas side? What do you think would be a likely target for him?
with appreciation

Upvote 4

Read Answer Asked by joseph on May 16, 2024

• Bloom Energy Corporation Class A (BE $157.25)
  • $157.25 Cap: $44.66B
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Q: Do you have any more info to update your last comments on Bloom energy. It seems to be garnering some internet gossip attention lately. Would it have the potential to ever be in your top 25 US stocks for growth ?(growth with moderate risk stocks)

Upvote 1

Read Answer Asked by Terry on May 16, 2024

• Wynn Resorts Limited (WYNN $98.66)
  • $98.66 P/E (TTM): 32.72X Cap: $10.43B
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• Delta Air Lines Inc. (DAL $57.85)
  • $57.85 P/E (TTM): 7.75X Cap: $38.62B
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Q: Please give your thoughts on Wynn and Delta? Are you still optimistic on their performance and growth in the next 5-10 years?

Upvote 2

Read Answer Asked by David on May 16, 2024