Investment Q&A

• Hewlett Packard Enterprise Company (HPE $22.46)
  • $22.46 P/E (TTM): 20.63X Cap: $28.63B
  • View HPE Profile
  • View Questions on HPE
• Super Micro Computer Inc. (SMCI $43.45)
  • $43.45 P/E (TTM): 23.28X Cap: $25.25B
  • View SMCI Profile
  • View Questions on SMCI
• Dell Technologies Inc. Class C (DELL $131.26)
  • $131.26 P/E (TTM): 19.98X Cap: $86.77B
  • View DELL Profile
  • View Questions on DELL
• Vertiv Holdings LLC Class A (VRT $130.27)
  • $130.27 P/E (TTM): 74.15X Cap: $48.33B
  • View VRT Profile
  • View Questions on VRT

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 $21.65)
  • $21.65 P/E (TTM): 11.65X Cap: $855M
  • View MKP Profile
  • View Questions on MKP

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 $49.01)
  • $49.01 P/E (TTM): 1.66X Cap: $3.13B
  • View XAW Profile
  • View Questions on XAW
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $43.28)
  • $43.28 P/E (TTM): 0.16X Cap: $2.77B
  • View VEE Profile
  • View Questions on VEE
• Vanguard S&P 500 Index ETF (VFV $158.96)
  • $158.96 P/E (TTM): 82.03X Cap: $24.54B
  • View VFV Profile
  • View Questions on VFV
• Vanguard Total International Stock (VXUS $72.35)
  • $72.35 P/E (TTM): 0.5X Cap: $95.69B
  • View VXUS Profile
  • View Questions on VXUS

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 $23.75)
  • $23.75 P/E (TTM): 20.74X Cap: $35.51B
  • View FTS.PR.G Profile
  • View Questions on FTS.PR.G

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 $57.91)
  • $57.91 P/E (TTM): 13.6X Cap: $37.20B
  • View POW Profile
  • View Questions on POW

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 $92.22)
  • $92.22 Cap: $4.69B
  • View HXS Profile
  • View Questions on HXS
• Global X S&P 500 Index Corporate Class ETF (HXS.U $66.41)
  • $66.41 Cap: $3.37B
  • View HXS.U Profile
  • View Questions on HXS.U

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 $177.41)
  • $177.41 P/E (TTM): 56.58X Cap: $4.26T
  • View NVDA Profile
  • View Questions on NVDA
• Super Micro Computer Inc. (SMCI $43.45)
  • $43.45 P/E (TTM): 23.28X Cap: $25.25B
  • View SMCI Profile
  • View Questions on SMCI

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 $44.75)
  • $44.75 P/E (TTM): 83.32X Cap: $628M
  • View XSU Profile
  • View Questions on XSU
• BMO S&P US Small Cap Index ETF (ZSML.U $41.02)
  • $41.02 P/E (TTM): 50.46X Cap: $6M
  • View ZSML.U Profile
  • View Questions on ZSML.U
• BMO S&P US Small Cap Index ETF (ZSML $43.00)
  • $43.00 P/E (TTM): 50.46X Cap: $92M
  • View ZSML Profile
  • View Questions on ZSML

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 $104.20)
  • $104.20 P/E (TTM): 22.96X Cap: $94.78B
  • View CP Profile
  • View Questions on CP

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 $7.31)
  • $7.31 P/E (TTM): 12.91X Cap: $1.16B
  • View CJ Profile
  • View Questions on CJ

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 $42.48)
  • $42.48 Cap: $4.25B
  • View BILL Profile
  • View Questions on BILL

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 $152.45)
  • $152.45 P/E (TTM): 38.73X Cap: $17.16B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN

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 $102.62)
  • $102.62 P/E (TTM): 10.46X Cap: $176.46B
  • View TD Profile
  • View Questions on TD

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

• NVIDIA Corporation (NVDA $177.41)
  • $177.41 P/E (TTM): 56.58X Cap: $4.26T
  • View NVDA Profile
  • View Questions on NVDA
• Celestica Inc. (CLS $261.94)
  • $261.94 P/E (TTM): 41.03X Cap: $29.02B
  • View CLS Profile
  • View Questions on CLS
• Axon Enterprise Inc. (AXON $782.60)
  • $782.60 P/E (TTM): 184.06X Cap: $59.93B
  • View AXON Profile
  • View Questions on AXON
• Propel Holdings Inc. (PRL $32.73)
  • $32.73 P/E (TTM): 15.29X Cap: $1.25B
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Lumine Group Inc. (LMN $48.51)
  • $48.51 P/E (TTM): 176.19X Cap: $12.23B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: To this point in time LMN has been a solid performer in my TFSA. Recent results and some of your comments have "cooled" my expectations going forward.

Do you have 2 CDN and 2 US stocks for a TFSA 3 year plus hold that you feel will substantially outperform LMN.

Thanjs,

Terry

Upvote 27

Read Answer Asked by Terry on November 12, 2024

• WSP Global Inc. (WSP $286.29)
  • $286.29 P/E (TTM): 45.42X Cap: $36.90B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• TFI International Inc. (TFII $134.00)
  • $134.00 P/E (TTM): 21.01X Cap: $10.51B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Axon Enterprise Inc. (AXON $782.60)
  • $782.60 P/E (TTM): 184.06X Cap: $59.93B
  • View AXON Profile
  • View Questions on AXON
• Old Dominion Freight Line Inc. (ODFL $158.97)
  • $158.97 P/E (TTM): 28.19X Cap: $31.57B
  • View ODFL Profile
  • View Questions on ODFL
• Heico Corporation (HEI $309.97)
  • $309.97 P/E (TTM): 71.62X Cap: $42.80B
  • View HEI Profile
  • View Questions on HEI
• Boyd Group Services Inc. (BYD $223.17)
  • $223.17 P/E (TTM): 258.11X Cap: $4.75B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: Hi 5i
Could I have your top 2-3 highest conviction Industrials for each of US and Can markets.
Thanks

Upvote 13

Read Answer Asked by mike on November 12, 2024

• NuScale Power Corporation Class A (SMR $34.99)
  • $34.99 Cap: $9.53B
  • View SMR Profile
  • View Questions on SMR
• Oklo Inc. Class A (OKLO $70.58)
  • $70.58 Cap: $9.91B
  • View OKLO Profile
  • View Questions on OKLO

Q: Is Pres Trump pro Nuclear, I think he prefers Smaller Nuclear Plants With AI and EVS USA will need more power Is Nuclear the answer.

How to play please RAK

Upvote 1

Read Answer Asked by bob on November 12, 2024

• Canadian National Railway Company (CNR $132.85)
  • $132.85 P/E (TTM): 17.93X Cap: $81.61B
  • View CNR Profile
  • View Questions on CNR
• Canadian Pacific Kansas City Limited (CP $104.20)
  • $104.20 P/E (TTM): 22.96X Cap: $94.78B
  • View CP Profile
  • View Questions on CP

Q: If one were to compare CNR and CP.
1. in your opinion which one has better valuation?
2. in your opinion do you think they will be significantly negatively impacted with Trumps policies?
3. in your opinion which railway will be effected the least?

Upvote 3

Read Answer Asked by Ian on November 12, 2024

• Dollarama Inc. (DOL $196.79)
  • $196.79 P/E (TTM): 44.54X Cap: $54.61B
  • View DOL Profile
  • View Questions on DOL
• Restaurant Brands International Inc. (QSR $88.46)
  • $88.46 P/E (TTM): 24.06X Cap: $40.32B
  • View QSR Profile
  • View Questions on QSR
• Leon's Furniture Limited (LNF $30.38)
  • $30.38 P/E (TTM): 12.82X Cap: $2.04B
  • View LNF Profile
  • View Questions on LNF
  • View Reports on LNF
• Aritzia Inc. Subordinate Voting Shares (ATZ $78.30)
  • $78.30 P/E (TTM): 37.29X Cap: $8.73B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• A & W Food Services of Canada Inc. (AW $38.50)
  • $38.50 P/E (TTM): 56.87X Cap: $914M
  • View AW Profile
  • View Questions on AW
  • View Reports on AW

Q: My Consumer Cyclical sector is too low; I need to increase it. What are your Canadian recommendations in this sector at the moment? Thank you

Upvote 6

Read Answer Asked by Gervais on November 12, 2024