Investment Q&A

• KKR & Co. Inc. (KKR $137.39)
  • $137.39 P/E (TTM): 64.54X Cap: $123.56B
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• Blackstone Inc. (BX $173.17)
  • $173.17 P/E (TTM): 45.82X Cap: $127.73B
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• Apollo Global Management Inc. (APO $134.42)
  • $134.42 P/E (TTM): 24.5X Cap: $76.89B
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• Ares Management Corporation Class A (ARES $175.07)
  • $175.07 P/E (TTM): 135.04X Cap: $57.58B
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• Brookfield Corporation Class A Limited Voting Shares (BN $91.76)
  • $91.76 P/E (TTM): 155.6X Cap: $137.63B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $77.82)
  • $77.82 P/E (TTM): 39.84X Cap: $126.75B
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Q: Hi group ...Can you explain the difference between private equity and private credit. Also how to patriciate in this sector and what is your top 3 picks to start positions?...Thanks for your help

Upvote 6

Read Answer Asked by Terence on August 13, 2024

• Adaptimmune Therapeutics plc (ADAP $0.05)
  • $0.05 Cap: $11M
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Q: Greetings, can you please provide an analysis of the June 30/24 financial results and your assessment of future prospects. Would you rate it as a buy, hold or sell? Thank you.

Upvote 1

Read Answer Asked by Barbara on August 13, 2024

• e.l.f. Beauty Inc. (ELF $138.83)
  • $138.83 P/E (TTM): 78.81X Cap: $7.58B
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Q: Thoughts on ELF's latest quarter? Is it a buy/hold/sell? If a buy, what weighting would you apply in a growth portfolio?

Upvote 3

Read Answer Asked by Gooding on August 13, 2024

• BCE Inc. (BCE $33.55)
  • $33.55 P/E (TTM): 74.41X Cap: $31.39B
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• TELUS Corporation (T $22.70)
  • $22.70 P/E (TTM): 35.89X Cap: $34.84B
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Q: How safe is the dividend of Telus and BCE?

Upvote 8

Read Answer Asked by Danny on August 13, 2024

• Lumine Group Inc. (LMN $48.65)
  • $48.65 P/E (TTM): 187.99X Cap: $12.88B
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Q: Did lumine issue new stock in the past quarter? If so I guess they aren’t following the constellation playbook?

Upvote 7

Read Answer Asked by Cory on August 13, 2024

• Exchange Income Corporation (EIF $70.16)
  • $70.16 P/E (TTM): 28.09X Cap: $3.65B
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Q: Your thoughts on earnings and growth prospects for next 1-3 years

Upvote 7

Read Answer Asked by Bill on August 13, 2024

• Super Micro Computer Inc. (SMCI $42.92)
  • $42.92 P/E (TTM): 22.08X Cap: $23.79B
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Q: Can you please provide your opinion about starting a position in SMCI?

Upvote 5

Read Answer Asked by Gurdeep on August 13, 2024

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $59.11)
  • $59.11 P/E (TTM): 100.32X Cap: $3.85B
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Q: What happened to the price on Aug 8-9 it seems to have dropped 60 some odd %. I am hoping for a share split. I have not received any notification. Thanks

Upvote 2

Read Answer Asked by Gary on August 13, 2024

• Bank of Nova Scotia (The) (BNS $88.35)
  • $88.35 P/E (TTM): 16.9X Cap: $109.63B
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• BCE Inc. (BCE $33.55)
  • $33.55 P/E (TTM): 74.41X Cap: $31.39B
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• Enbridge Inc. (ENB $66.98)
  • $66.98 P/E (TTM): 23.5X Cap: $145.58B
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• TC Energy Corporation (TRP $71.79)
  • $71.79 P/E (TTM): 17.61X Cap: $74.46B
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Q: Is there any CAD dividend stock paying over 6% yield that you feel are safe and can be invested for a long-term.

Upvote 10

Read Answer Asked by Danny on August 13, 2024

• Hecla Mining Company (HL $10.18)
  • $10.18 P/E (TTM): 75.17X Cap: $6.82B
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Q: I have a few US dollars in my TFSA. Is Hecla Mining a buy here?

Upvote 1

Read Answer Asked by george on August 13, 2024

• Rogers Sugar Inc. (RSI $6.34)
  • $6.34 P/E (TTM): 13.02X Cap: $812M
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Q: Could you comment on results?

Upvote 2

Read Answer Asked by terrance on August 13, 2024

• Edwards Lifesciences Corporation (EW $79.80)
  • $79.80 P/E (TTM): 11.65X Cap: $47.09B
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Q: i've owned a half position in Edwards Lifesciences for several years in a basket of several important US medical companies. Certainly I see an opportunity to create a full position at these low levels. However I'm primarily a dividend investor close to retirement, and Edwards does not pay me a dividend. Is the company ever likely to pay a dividend ? What is the likely future for this company ten or twenty years out.

Upvote 2

Read Answer Asked by steve on August 13, 2024

• REV Group Inc. (REVG $62.16)
  • $62.16 P/E (TTM): 29.45X Cap: $3.03B
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Q: Thoughts on revg, thank you

Upvote 2

Read Answer Asked by Ada on August 13, 2024

• Lumine Group Inc. (LMN $48.65)
  • $48.65 P/E (TTM): 187.99X Cap: $12.88B
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Q: Why is Lumine collapsing?

Upvote 22

Read Answer Asked by Kim on August 13, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $198.83)
  • $198.83 P/E (TTM): 82.93X Cap: $262.34B
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• Ero Copper Corp. (ERO $21.81)
  • $21.81 P/E (TTM): 11.07X Cap: $2.19B
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• Elastic N.V. (ESTC $91.19)
  • $91.19 Cap: $9.80B
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• Encore Energy Corp. (EU $3.20)
  • $3.20 Cap: $609M
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• Vertiv Holdings LLC Class A (VRT $125.58)
  • $125.58 P/E (TTM): 72.09X Cap: $46.51B
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• Lumine Group Inc. (LMN $48.65)
  • $48.65 P/E (TTM): 187.99X Cap: $12.88B
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• Nextracker Inc. (NXT $64.33)
  • $64.33 P/E (TTM): 19.11X Cap: $10.32B
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Q: I'm looking to raise some cash by selling a combination of stocks. In what order would you sell from this particular list?

Upvote 10

Read Answer Asked by Alfred on August 13, 2024

• Sienna Senior Living Inc. (SIA $18.28)
  • $18.28 P/E (TTM): 45.03X Cap: $1.68B
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Q: Have held Sienna for about 4 years, and despite some ups and downs, currently have some decent capital gains on top of the nice dividend. I have been considering selling it, but now notice there is a new issue. Could you comment on the purpose of the new issue and if you consider Sienna a hold or sell. This is in an RSP, so no tax implications.
Thank-you

Upvote 1

Read Answer Asked by grant on August 13, 2024

• Amazon.com Inc. (AMZN $238.24)
  • $238.24 P/E (TTM): 35.42X Cap: $2.51T
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• Costco Wholesale Corporation (COST $979.25)
  • $979.25 P/E (TTM): 56.28X Cap: $430.99B
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• Alphabet Inc. (GOOGL $239.63)
  • $239.63 P/E (TTM): 25.05X Cap: $2.83T
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• Microsoft Corporation (MSFT $498.41)
  • $498.41 P/E (TTM): 36.29X Cap: $3.70T
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• Constellation Software Inc. (CSU $4,582.11)
  • $4,582.11 P/E (TTM): 114.09X Cap: $97.04B
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Q: Hi Folks,
I have some cash to deploy in my non registered account. I am looking at adding to CSU, AMZN, GOOGL, MSFT or COST. Would you please rank in order of adding to at current prices.
Thanks

Upvote 9

Read Answer Asked by JOHN on August 13, 2024

• WSP Global Inc. (WSP $280.03)
  • $280.03 P/E (TTM): 45.8X Cap: $36.48B
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Q: Any brief comments as it is after business hours, on the WSP acquisition and financing via receipts?

Upvote 12

Read Answer Asked by Aaron on August 12, 2024

Q: Good Morning,

The portfolioès update dated August 8, is the July report. Take this private if you wish.

Upvote 2

Read Answer Asked by Kelly on August 12, 2024

Q: Good day,

I am selling some positions and want build up cash. I have put it into TDB2914 Premium MMF at 4.52%. Is there any bettter options? How about a bond ETF?

Thanks,
George

Upvote 3

Read Answer Asked by George on August 12, 2024