Investment Q&A

• KKR & Co. Inc. (KKR $92.83)
  • $92.83 P/E (TTM): 38.78X Cap: $83.77B
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• Blackstone Inc. (BX $116.90)
  • $116.90 P/E (TTM): 29.05X Cap: $87.33B
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• Apollo Global Management Inc. (APO $106.98)
  • $106.98 P/E (TTM): 19.02X Cap: $61.90B
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• Ares Management Corporation Class A (ARES $104.80)
  • $104.80 P/E (TTM): 59.79X Cap: $34.53B
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• Brookfield Corporation Class A Limited Voting Shares (BN $58.56)
  • $58.56 P/E (TTM): 77.19X Cap: $130.26B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $62.30)
  • $62.30 P/E (TTM): 29.94X Cap: $102.56B
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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)
  • Cap: $14M
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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 $63.93)
  • $63.93 P/E (TTM): 34.54X Cap: $3.64B
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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 $33.03)
  • $33.03 P/E (TTM): 4.89X Cap: $31.13B
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• TELUS Corporation (T $16.27)
  • $16.27 P/E (TTM): 24.22X Cap: $26.74B
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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 $22.14)
  • $22.14 P/E (TTM): 88.26X Cap: $5.64B
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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 $104.75)
  • $104.75 P/E (TTM): 34.8X Cap: $5.89B
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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 $23.22)
  • $23.22 P/E (TTM): 16.67X Cap: $13.99B
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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 $61.45)
  • $61.45 P/E (TTM): 32.77X Cap: $4.48B
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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 $99.74)
  • $99.74 P/E (TTM): 18.9X Cap: $121.54B
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• BCE Inc. (BCE $33.03)
  • $33.03 P/E (TTM): 4.89X Cap: $31.13B
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• Enbridge Inc. (ENB $75.39)
  • $75.39 P/E (TTM): 23.04X Cap: $164.61B
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• TC Energy Corporation (TRP $88.64)
  • $88.64 P/E (TTM): 27.38X Cap: $92.24B
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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 $19.30)
  • $19.30 P/E (TTM): 39.49X Cap: $13.09B
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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 $6.64)
  • $6.64 P/E (TTM): 11.84X Cap: $852M
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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 $79.15)
  • $79.15 P/E (TTM): 44.17X Cap: $45.63B
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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)
  • P/E (TTM): 33.65X Cap: $3.11B
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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 $22.14)
  • $22.14 P/E (TTM): 88.26X Cap: $5.64B
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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 $155.43)
  • $155.43 P/E (TTM): 128.84X Cap: $202.69B
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• Ero Copper Corp. (ERO $42.58)
  • $42.58 P/E (TTM): 11.58X Cap: $4.37B
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• Elastic N.V. (ESTC $45.00)
  • $45.00 Cap: $5.04B
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• Encore Energy Corp. (EU $2.52)
  • $2.52 Cap: $488M
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• Vertiv Holdings LLC Class A (VRT $287.64)
  • $287.64 P/E (TTM): 76.92X Cap: $107.52B
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• Lumine Group Inc. (LMN $22.14)
  • $22.14 P/E (TTM): 88.26X Cap: $5.64B
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• Nextpower Inc. (NXT $113.59)
  • $113.59 P/E (TTM): 27.92X Cap: $17.28B
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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 $22.95)
  • $22.95 P/E (TTM): 45.88X Cap: $2.26B
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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 $233.65)
  • $233.65 P/E (TTM): 29.81X Cap: $2.37T
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• Costco Wholesale Corporation (COST $1,032.03)
  • $1,032.03 P/E (TTM): 70.41X Cap: $457.08B
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• Alphabet Inc. (GOOGL $318.49)
  • $318.49 P/E (TTM): 28.26X Cap: $3.83T
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• Microsoft Corporation (MSFT $373.07)
  • $373.07 P/E (TTM): 23.28X Cap: $2.77T
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• Constellation Software Inc. (CSU $2,359.71)
  • $2,359.71 P/E (TTM): 72.22X Cap: $51.17B
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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 $219.18)
  • $219.18 P/E (TTM): 28.97X Cap: $29.64B
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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