Investment Q&A

• Topicus.com Inc. (TOI $159.37)
  • $159.37 P/E (TTM): 83.99X Cap: $21.71B
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Q: Your thoughts please on the latest TOI acquisition? Looks to be fairly sizable.

Thx

Upvote 13

Read Answer Asked by blake on January 17, 2025

• Apple Inc. (AAPL $232.19)
  • $232.19 P/E (TTM): 34.85X Cap: $3.46T
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• Amazon.com Inc. (AMZN $229.25)
  • $229.25 P/E (TTM): 33.76X Cap: $2.39T
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• Alphabet Inc. (GOOG $203.41)
  • $203.41 P/E (TTM): 21.77X Cap: $2.45T
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• Microsoft Corporation (MSFT $523.63)
  • $523.63 P/E (TTM): 38.8X Cap: $3.86T
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• NVIDIA Corporation (NVDA $182.66)
  • $182.66 P/E (TTM): 59.08X Cap: $4.43T
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Q: Apple and Microsoft have grown to be well over 10% of my portfolio. I do not have Google or Amazon. Would you rebalance the 4 stocks into 4 equal parts? I also own NVDA.

Upvote 11

Read Answer Asked by Bryan on January 17, 2025

• TMX Group Limited (X $56.70)
  • $56.70 P/E (TTM): 37.22X Cap: $15.70B
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Q: Outlook for Tmx group,reasoning and recommended entry price please. Thanx.

Upvote 5

Read Answer Asked by Steve on January 17, 2025

• Mogotes Metals Inc. (MOG $0.25)
  • $0.25 Cap: $59M
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Q: Good morning,

Looking for your insights on MOG after recent announcement please.
Would you consider as a speculative buy?

Thank you.

Upvote 1

Read Answer Asked by Brad on January 17, 2025

• Miscellaneous (MISC)
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Q: Is there a formula or methodology that leans towards simple vs. Complex to determine the respective PEG ratio? Thank you

Upvote 5

Read Answer Asked by Bevan on January 17, 2025

• Miscellaneous (MISC)
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Q: Further to Brian's question today regarding sector allocations for growth and balanced portfolios, what would be your recommended sector allocations if USA and International equities are included in the portfolios?

Upvote 3

Read Answer Asked by Michael on January 17, 2025

• Symbotic Inc. (SYM $53.27)
  • $53.27 Cap: $31.69B
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Q: Between December and now, has your view of SYM changed? Have they cleaned up their issues that caused the drop in November? The short ratio is still quite high. Your overall thoughts would be appreciated. Thanks.

Upvote 1

Read Answer Asked by Alex on January 17, 2025

Q: Everyone, what surprises you the most about price targets and ratings? Clayton

Upvote 13

Read Answer Asked by Clayton on January 17, 2025

• NVIDIA Corporation (NVDA $182.66)
  • $182.66 P/E (TTM): 59.08X Cap: $4.43T
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Q: NVDX Can you tell me anything about this ETF. I see no data. Is it investible?

Upvote 2

Read Answer Asked by Helen on January 17, 2025

• Celestica Inc. (CLS $271.85)
  • $271.85 P/E (TTM): 47.58X Cap: $32.34B
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• Datadog Inc. (DDOG $125.05)
  • $125.05 P/E (TTM): 364.29X Cap: $44.88B
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Q: Hi Folks!

Could you tell me what the 24 month expected growth is for Datadog and Celestica? Do you see this as a good entry point or are these companies expensive based on your metrics? They have had quite the run up.
Would you wait for a pull back or be fine hopping in now.
This is for a 2-3 year hold.

Thanks so much for all you do!

Upvote 8

Read Answer Asked by Josh on January 17, 2025

• WELL Health Technologies Corp. (WELL $4.93)
  • $4.93 Cap: $1.25B
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Q: When does WELL release the year end results.

Upvote 3

Read Answer Asked by Robert on January 17, 2025

• fuboTV Inc. (FUBO $3.63)
  • $3.63 P/E (TTM): 18.48X Cap: $1.28B
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Q: Is Fubo a good buy today?

Upvote 1

Read Answer Asked by Danielle on January 17, 2025

• Lumine Group Inc. (LMN $47.72)
  • $47.72 Cap: $12.44B
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Q: I have a half position in LMN - with the current dip would you recommend topping it up or is there another stock you prefer?

Upvote 8

Read Answer Asked by TK on January 17, 2025

• Intact Financial Corporation (IFC $280.28)
  • $280.28 P/E (TTM): 22.47X Cap: $49.57B
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• Thomson Reuters Corporation (TRI $234.60)
  • $234.60 P/E (TTM): 35.64X Cap: $105.23B
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• Brookfield Corporation Class A Limited Voting Shares (BN $90.85)
  • $90.85 P/E (TTM): 234.26X Cap: $136.39B
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Q: Good day ..
can u please provide me 3 names u would dollar cost average into on a monthly basis into a tfsa for a five -10 year time frame . Park and forget .
Thank u
Mark

Upvote 17

Read Answer Asked by Mark on January 17, 2025

• Intuitive Surgical Inc. (ISRG $477.11)
  • $477.11 P/E (TTM): 66.6X Cap: $172.91B
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Q: Your comments please on recent earnings. The stock is expensive as per past comments, but would you continue to accumulate.

Thanks

Upvote 4

Read Answer Asked by Greg on January 17, 2025

• MEG Energy Corp. (MEG $26.48)
  • $26.48 P/E (TTM): 5.87X Cap: $6.75B
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• Tamarack Valley Energy Ltd. (TVE $5.26)
  • $5.26 P/E (TTM): 11.47X Cap: $2.68B
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Q: I think we might get an opportunity to buy o&g names at a discount soon as they are already pulling back out of fear of Trump tariffs, even though oil prices have been stronger. If you could only invest in 1 or 2 oil or gas names on the pullback, with the qualifier that its not a forever hold and I'm looking for something with decent torque to the upside when political worries go away, what names would you pick? As an example I'd probably avoid CNQ since it doesn't drop as much when oil is negative, but also doesn't go up as much when oil is positive. Thx

Upvote 11

Read Answer Asked by Adam on January 17, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $33.59)
  • $33.59 Cap: $22.50B
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Q: What is the biggest reason hurting the stock price? I have been adding to my holding slowly assuming that the interest rates are going down and 6% yield from the company will be better than investing in fixed income options. Your analysis please.
Piyush

Upvote 5

Read Answer Asked by Piyush on January 17, 2025

• UnitedHealth Group Incorporated (DE) (UNH $270.87)
  • $270.87 P/E (TTM): 10.95X Cap: $246.17B
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Q: With the most recent earnings call, and missing expectations just a bit, then the sell off, would you be a buyer i) for this sector and ii) for this specific stock?
Thanks

Upvote 2

Read Answer Asked by Phil on January 17, 2025

• Intuitive Surgical Inc. (ISRG $477.11)
  • $477.11 P/E (TTM): 66.6X Cap: $172.91B
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Q: I have pretty much decided to put my TFSA contrib into Intuitive Surgical. Can you talk me out of it giving one or two arguments against (other than valuation as its always expensive)? Thanks

Upvote 9

Read Answer Asked by Martin on January 17, 2025

• Intuitive Surgical Inc. (ISRG $477.11)
  • $477.11 P/E (TTM): 66.6X Cap: $172.91B
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• Quanta Services Inc. (PWR $382.40)
  • $382.40 P/E (TTM): 60.61X Cap: $56.61B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,375.11)
  • $2,375.11 P/E (TTM): 8.3X Cap: $50.85B
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• Celestica Inc. (CLS $271.85)
  • $271.85 P/E (TTM): 47.58X Cap: $32.34B
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• Arista Networks Inc. (ANET $137.12)
  • $137.12 P/E (TTM): 59.6X Cap: $173.45B
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• SPDR Homebuilders ETF (XHB $113.30)
  • $113.30 P/E (TTM): 35.05X Cap: $1.73B
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• Uber Technologies Inc. (UBER $90.84)
  • $90.84 P/E (TTM): 16.06X Cap: $189.41B
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• CrowdStrike Holdings Inc. (CRWD $428.92)
  • $428.92 Cap: $107.70B
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Q: Can you rank the following stocks best to worst please? Thanks

Upvote 10

Read Answer Asked by Martin on January 17, 2025