Investment Q&A

• Lamb Weston Holdings Inc. (LW $61.28)
  • $61.28 P/E (TTM): 30.38X Cap: $8.61B
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Q: Can i have your revised assessment of Lamb Weston ? In the past you had indicated that it was a stable business, but would you still recommend buying LW given the recent results released which have been interpreted as significantly negative.

Thanks again - John C

Upvote 2

Read Answer Asked by john on July 26, 2024

• Booking Holdings Inc. (BKNG $5,054.50)
  • $5,054.50 P/E (TTM): 35.39X Cap: $163.75B
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• lululemon athletica inc. (LULU $168.69)
  • $168.69 P/E (TTM): 11.62X Cap: $19.06B
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Q: Hi wonder team!

Analysts have been downgrading LULU as of late and today it hit its lowest share price since 2020. I’m underwater on it and wondering if you still have confidence it will rebound in the next 12-18 months?
(Respecting this is a shorter time frame)

Are there other consumer stocks you think have more upside in the next 18 months that you would do a swap for?

Thanks so much to all of you for your guidance!

Upvote 5

Read Answer Asked by Josh on July 26, 2024

• lululemon athletica inc. (LULU $168.69)
  • $168.69 P/E (TTM): 11.62X Cap: $19.06B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $97.13)
  • $97.13 P/E (TTM): 41.02X Cap: $11.01B
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Q: Hi Guys

At the current stock prices looking out 3 years would today you be a buyer of Lululemon or Artzia?

Thanks

Stuart

Upvote 5

Read Answer Asked by Stuart on July 26, 2024

• Open Text Corporation (OTEX $53.23)
  • $53.23 P/E (TTM): 22.99X Cap: $13.46B
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• B2Gold Corp. (BTO $6.75)
  • $6.75 Cap: $9.02B
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• Roku Inc. (ROKU $113.10)
  • $113.10 Cap: $14.73B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.85)
  • $16.85 Cap: $2.25B
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Q: Have these stocks, which are all down, in a TFSA. Are they worth holding for the next 6-12 months or would you sell and move on?

Upvote 3

Read Answer Asked by Pat on July 26, 2024

• iShares Core Canadian Long Term Bond Index ETF (XLB $19.25)
  • $19.25 Cap: $899M
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• Vanguard Canadian Aggregate Bond Index ETF (VAB $23.39)
  • $23.39 Cap: $6.30B
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• iShares Core U.S. Aggregate Bond ETF (AGG $100.67)
  • $100.67 Cap: $135.02B
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Q: For a long term investor with a focus on dividend paying companies or fund/ETF's are fixed income types appropriate for a T.F.S.A.? If so can you suggest 2-3 fixed income products?

Thank you- Jim

Upvote 1

Read Answer Asked by James on July 26, 2024

• Celestica Inc. (CLS $493.64)
  • $493.64 P/E (TTM): 75.02X Cap: $54.74B
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Q: Anything in the cc to account for the drop after the the jump at the opening?

Thx

Upvote 4

Read Answer Asked by blake on July 26, 2024

• lululemon athletica inc. (LULU $168.69)
  • $168.69 P/E (TTM): 11.62X Cap: $19.06B
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Q: Thoughts on the drop today and whether this is a good entry given analysts apparently going sour on this name. LULU, like NKE, seems to have tremendous brand loyalty.

Upvote 3

Read Answer Asked by Thomas on July 26, 2024

• Ethan Allen Interiors Inc. (ETH)
  • P/E (TTM): 11.1X Cap: $662M
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• Fidelity Advantage Ether ETF (FETH $71.84)
  • $71.84 Cap: $95M
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Q: Grayscale Ethereum Trust is this a good investment.

Upvote 1

Read Answer Asked by WIB on July 26, 2024

• Whitecap Resources Inc. (WCP $10.52)
  • $10.52 P/E (TTM): 7.27X Cap: $12.83B
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Q: Hi 5i, your impression of Whitecap Resources earnings please.

Thanks

Upvote 8

Read Answer Asked by hank on July 26, 2024

• FirstService Corporation (FSV $219.06)
  • $219.06 P/E (TTM): 49.72X Cap: $9.95B
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Q: May I have your comments on earnings please

Upvote 5

Read Answer Asked by Margot on July 26, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $209.02)
  • $209.02 P/E (TTM): 30.37X Cap: $2.44B
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Q: Could you please comment on the results and status of SBC. Thank You

Upvote 16

Read Answer Asked by rajeev on July 26, 2024

• Algonquin Power & Utilities Corp. (AQN $7.80)
  • $7.80 Cap: $5.99B
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Q: with rates coming down would one average down? what is latest on Co. they were trying to sell assets?

Upvote 2

Read Answer Asked by Gilles on July 26, 2024

• Cellebrite DI Ltd. (CLBT $17.38)
  • $17.38 Cap: $4.11B
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• Cellebrite DI Ltd. Warrants (CLBTW $5.25)
  • $5.25 Cap: $4.46B
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Q: Peter; Can you comment on this company- momentum, earnings etc. are the warrants priced reasonably assuming analysts estimates ? Thanks.
Rod

Upvote 1

Read Answer Asked by Rodney on July 26, 2024

• Orvana Minerals Corp. (ORV $1.35)
  • $1.35 Cap: $187M
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Q: your view on orvana and recent production news
thank you

Upvote 1

Read Answer Asked by howard on July 26, 2024

• TFI International Inc. (TFII $120.86)
  • $120.86 P/E (TTM): 20.51X Cap: $10.13B
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Q: What are your thoughts on their earnings

Thanks for the great service

Upvote 5

Read Answer Asked by Hector on July 26, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $248.47)
  • $248.47 P/E (TTM): 100.1X Cap: $315.68B
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Q: Would you add to shop here?

Upvote 3

Read Answer Asked by sean on July 26, 2024

• Chipotle Mexican Grill Inc. (CMG $31.87)
  • $31.87 P/E (TTM): 35.5X Cap: $43.61B
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Q: With the share price almost 25% down in the last month following the share split would you consider this restaurant chain as a good investment for the long term ? Also what do you think of yesterday numbers ? Thanks !

Upvote 5

Read Answer Asked by jean on July 26, 2024

• Celestica Inc. (CLS $493.64)
  • $493.64 P/E (TTM): 75.02X Cap: $54.74B
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• Kinaxis Inc. (KXS $168.78)
  • $168.78 P/E (TTM): 141.19X Cap: $4.76B
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• TerraVest Industries Inc. (TVK $133.56)
  • $133.56 Cap: $2.86B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $209.02)
  • $209.02 P/E (TTM): 30.37X Cap: $2.44B
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• WELL Health Technologies Corp. (WELL $5.24)
  • $5.24 Cap: $1.32B
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• Topicus.com Inc. (TOI $134.81)
  • $134.81 P/E (TTM): 66.39X Cap: $11.01B
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• Propel Holdings Inc. (PRL $25.43)
  • $25.43 P/E (TTM): 11.86X Cap: $965M
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• Lumine Group Inc. (LMN $32.44)
  • $32.44 P/E (TTM): 124.27X Cap: $8.48B
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Q: i hold a number of these small cap names. I do not hold CLS or TVK. At current pricing what order would you add to these names, what names do you think are very attractively priced right now?

Thanks
Tim

Upvote 38

Read Answer Asked by Timothy on July 26, 2024

• Canadian Utilities Limited Class A Non-Voting Shares (CU $39.11)
  • $39.11 P/E (TTM): 23.81X Cap: $10.69B
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Q: CU has had an uptick as have most stocks but I'm still underwater. Do you think it is time to sell and move on. If so, what stock would you suggest to replace it?
Thanks as always

Upvote 4

Read Answer Asked by Thomas on July 26, 2024

• Givex Corp. (GIVX $1.49)
  • $1.49 Cap: $190M
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Q: Your current thoughts please.
Thank you

Upvote 2

Read Answer Asked by Bill on July 26, 2024