Investment Q&A

• Adobe Inc. (ADBE $356.70)
  • $356.70 P/E (TTM): 22.86X Cap: $150.14B
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• Energy Transfer LP (ET $17.72)
  • $17.72 P/E (TTM): 13.62X Cap: $60.62B
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• Novo Nordisk A/S (NVO $56.46)
  • $56.46 P/E (TTM): 16.02X Cap: $363.68B
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• CrowdStrike Holdings Inc. (CRWD $423.70)
  • $423.70 Cap: $110.16B
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Q: How would you rank these and why?
thanks!

Upvote 0

Read Answer Asked by Austin on October 06, 2023

• Baytex Energy Corp. (BTE $3.05)
  • $3.05 P/E (TTM): 6.4X Cap: $2.33B
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Q: Hi Peter
I added to wcp with the pull back (pays a dividend)

I am thinking of putting in a 1/2 position for BTE
what do you think of the company
and a good entry price? thanks
Michael

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Read Answer Asked by Michael on October 06, 2023

• Lumine Group Inc. (LMN $48.38)
  • $48.38 P/E (TTM): 186.96X Cap: $12.57B
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Q: How does LMN finance acquisitions?

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Read Answer Asked by Peter on October 06, 2023

Q: Are there any top collaborative robots companies in Canada or the USA you would recommend?

What do you think are the top collaborative robots companies in the world right now?

Thank you.

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Read Answer Asked by Ross on October 06, 2023

• Doman Building Materials Group Ltd. (DBM $9.76)
  • $9.76 P/E (TTM): 11.74X Cap: $861M
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Q: I'd appreciate an update on your analysis of DBM; previously the high debt load has been ID'd as a concern. If one subscribes to the view that the next year or so will still be weighted down by inflation and interest rate challenges is this a stock to buy now (if at all) or put on the watch list for an upturn?

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Read Answer Asked by Dave on October 06, 2023

• Peyto Exploration & Development Corp. (PEY $18.69)
  • $18.69 P/E (TTM): 11.39X Cap: $3.76B
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Q: As a follow up to my question on natural gas suppliers please provide what the information is that you find interesting about Peyto.
Also would you be able to direct me to a site that I might find 5 yr. history of a companies ROE, ROA and ROC.
Thanks again
Les

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Read Answer Asked by Les on October 06, 2023

• ATS Corporation (ATS $38.02)
  • $38.02 Cap: $3.70B
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• goeasy Ltd. (GSY $213.04)
  • $213.04 P/E (TTM): 12.79X Cap: $3.45B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.01)
  • $27.01 P/E (TTM): 18.57X Cap: $638M
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• EQB Inc. (EQB $90.45)
  • $90.45 P/E (TTM): 10.41X Cap: $3.45B
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• Trisura Group Ltd. (TSU $39.99)
  • $39.99 P/E (TTM): 16.17X Cap: $1.90B
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Q: Can you list five companies in your growth portfolio that you would add to at this time.

Thanks Steve

Upvote 1

Read Answer Asked by Steve on October 05, 2023

Q: Could you please provide a brief analysis comparing the TSX and S&P valuations now to previous periods when interest rates were at a similar level. I suspect it isn’t as easy as a direct comparison since the weight and make-up of the sectors along with any number of other variables will have changed, but looking for an opinion or best guess based on history as to whether valuations have much further to fall if the assumption is for 5”ish” percent interest rates for a longer period. Thank you.

Upvote 0

Read Answer Asked by Stephen R. on October 05, 2023

• Amazon.com Inc. (AMZN $229.00)
  • $229.00 P/E (TTM): 34.93X Cap: $2.46T
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Q: could you please explain the connection between these two symbols
and how the dollar difference is applied. thank you.

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Read Answer Asked by wayne on October 05, 2023

• Oceaneering International Inc. (OII $24.40)
  • $24.40 P/E (TTM): 13.71X Cap: $2.40B
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Q: Can you share your thoughts about OII? It seems that they are a lot more than a supplier to the oil and gas industry.

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Read Answer Asked by Stephan on October 05, 2023

• NFI Group Inc. (NFI $18.44)
  • $18.44 Cap: $2.17B
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Q: Is NFI's financial position improving any?
Wondering if I should dump these shares in a TFSA or hold for 3-5 years.

thanks,
Paul

Upvote 0

Read Answer Asked by Paul on October 05, 2023

Q: Thank you for the answer provided today to Guy R. re Structured Notes.
My question is similar but about Principal Protected Notes pushed by advisors as well.
Thank You!

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Read Answer Asked by ALBERT on October 05, 2023

• Hamilton U.S. Bond YIELD MAXIMIZER TM ETF (HBND $12.88)
  • $12.88 Cap: $190M
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Q: MY ERROR ! I asked the question ... "I have recently come across some US covered call ETF's offering +10% returns on ES Bonds. Sorry, don't have the ticker. They are on streaming platforms and flash by before I can write then down. Can you comment on the danger of such an investment, the stability of the dividend as interest rates are certain to shift. Thanks ! " BUT, I meant to type US (not ES). SORRY. Please deduct a few additional questions due to my typo.

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Read Answer Asked by Jim on October 05, 2023

• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: With the NBLY share price below the "take private" offer, is there some reasonably low risk arbitrage here?

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Read Answer Asked by Blake on October 05, 2023

Q: Thanks very much for your quick response .... just a comment - while the dividends are back dated when posted, the funds are not available to the Investor until actually posted. Thus the Investor does lose either through loss of interest, or not making further investments when they might have. Most brokerages pay nothing on cash balances.

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Read Answer Asked by Ross on October 05, 2023

• NVIDIA Corporation (NVDA $174.18)
  • $174.18 P/E (TTM): 58.58X Cap: $4.37T
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• ON Semiconductor Corporation (ON $49.59)
  • $49.59 P/E (TTM): 47.9X Cap: $20.76B
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Q: What is your opinion on ON Semiconductor. What is its forward multiple and growth prospects in this market. Are there other stocks in the sector that you prefer. Thanks for the info.

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Read Answer Asked by Ian on October 05, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $118.32)
  • $118.32 P/E (TTM): 17.62X Cap: $1.40B
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Q: What is your opinion on HPS.A - is it a worthwhile investment for the long term - is it well run?

Thanks

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Read Answer Asked by Reg on October 05, 2023

• Diversified Royalty Corp. (DIV $3.52)
  • $3.52 P/E (TTM): 21.56X Cap: $588M
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Q: please comment of DIV acquisition announced after close today oct 4

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Read Answer Asked by howard on October 05, 2023

• Enbridge Inc. (ENB $66.45)
  • $66.45 P/E (TTM): 23.09X Cap: $143.46B
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Q: The dividend on ENBR is over 8%. What is the likelihood (probability estimate) of the dividend being cut? Is this an issue that should result in a sale, hold or buy? A dividend rate this high often signals an issue and reason to sell.

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Read Answer Asked by Gerry on October 05, 2023

Q: JPM.PR.K. Looking at this preferred and wondering if this pref has a reset date and rate similar to our reset prefs...can you tell me if they do , please and thank you , and if so the rate and the date...or are these like a perpetual pref...Cheers

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Read Answer Asked by Cam on October 05, 2023