Investment Q&A

• Intuitive Surgical Inc. (ISRG $477.00)
  • $477.00 P/E (TTM): 70.73X Cap: $173.27B
  • View ISRG Profile
  • View Questions on ISRG
• Micron Technology Inc. (MU $109.06)
  • $109.06 P/E (TTM): 25.03X Cap: $120.60B
  • View MU Profile
  • View Questions on MU
• NVIDIA Corporation (NVDA $178.26)
  • $178.26 P/E (TTM): 56.04X Cap: $4.39T
  • View NVDA Profile
  • View Questions on NVDA
• Advanced Micro Devices Inc. (AMD $174.31)
  • $174.31 P/E (TTM): 125.33X Cap: $286.63B
  • View AMD Profile
  • View Questions on AMD
• Axon Enterprise Inc. (AXON $867.12)
  • $867.12 P/E (TTM): 179.34X Cap: $57.98B
  • View AXON Profile
  • View Questions on AXON
• Vertiv Holdings LLC Class A (VRT $138.76)
  • $138.76 P/E (TTM): 82.32X Cap: $53.53B
  • View VRT Profile
  • View Questions on VRT
• Trane Technologies plc (TT $428.76)
  • $428.76 P/E (TTM): 36.57X Cap: $96.56B
  • View TT Profile
  • View Questions on TT

Q: I am down about 19 percent on MU and thinking of selling as it seems to be out of favor these days. Could I have your opinion and what would be a better growth option or two. Thanks

Upvote 8

Read Answer Asked by Bruce on July 18, 2024

• Restaurant Brands International Inc. (QSR $93.94)
  • $93.94 P/E (TTM): 23.06X Cap: $42.67B
  • View QSR Profile
  • View Questions on QSR
• Alaris Equity Partners Income Trust (AD.UN $18.64)
  • $18.64 P/E (TTM): 4.48X Cap: $843M
  • View AD.UN Profile
  • View Questions on AD.UN
• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.63)
  • $6.63 P/E (TTM): 20.34X Cap: $703M
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ
• First National Financial Corporation (FN $48.16)
  • $48.16 P/E (TTM): 15.75X Cap: $2.88B
  • View FN Profile
  • View Questions on FN

Q: How would you rank these for overall return for a TFSA and a cash account? Would you buy them are their current prices?

Upvote 2

Read Answer Asked by David on July 18, 2024

• ADF Group Inc. Subordinate Voting Shares (DRX $8.70)
  • $8.70 P/E (TTM): 5.16X Cap: $242M
  • View DRX Profile
  • View Questions on DRX
• Docebo Inc. (DCBO $42.40)
  • $42.40 P/E (TTM): 40.39X Cap: $1.22B
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO

Q: Which would you prefer going forward at today's prices?

Upvote 6

Read Answer Asked by Rick on July 18, 2024

• iShares Russell 2000 Growth ETF (IWO $292.98)
  • $292.98 P/E (TTM): 4.55X Cap: $11.73B
  • View IWO Profile
  • View Questions on IWO
• Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI $42.83)
  • $42.83 P/E (TTM): 10.59X Cap: $525M
  • View VI Profile
  • View Questions on VI
• SPDR S&P 500 ETF Trust (SPY $627.97)
  • $627.97 P/E (TTM): 57.48X Cap: $657.32B
  • View SPY Profile
  • View Questions on SPY
• iShares MSCI India ETF (INDA $52.41)
  • $52.41 P/E (TTM): 22.69X Cap: $9.92B
  • View INDA Profile
  • View Questions on INDA

Q: I am looking for income and some growth,but income is more important. With that in mind what are favorite ETFs in the following areas ?
International ,excluding North America
US small cap.
India
US large cap.
Thank you,
Philip

Upvote 2

Read Answer Asked by Philip on July 18, 2024

• BMO S&P 500 Index ETF (ZSP $94.94)
  • $94.94 P/E (TTM): 57.09X Cap: $18.77B
  • View ZSP Profile
  • View Questions on ZSP

Q: I am retired and want to buy a hedged ETF for either Nasdaq or the S&P 500. Which do you recommend and why?

Upvote 8

Read Answer Asked by Ron on July 18, 2024

• Weyerhaeuser Company (WY $25.80)
  • $25.80 P/E (TTM): 51.18X Cap: $18.23B
  • View WY Profile
  • View Questions on WY
• Canfor Corporation (CFP $13.49)
  • $13.49 Cap: $1.59B
  • View CFP Profile
  • View Questions on CFP
• West Fraser Timber Co. Ltd (WFG $71.74)
  • $71.74 Cap: $5.53B
  • View WFG Profile
  • View Questions on WFG

Q: Of these 3 companies, which one do you feel that has the most upside potential. I would appreciate if you would give some insight for your pick.



Earl

Upvote 2

Read Answer Asked by Earl on July 18, 2024

• Constellation Software Inc. (CSU $4,790.56)
  • $4,790.56 P/E (TTM): 98.53X Cap: $99.98B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.16)
  • $175.16 P/E (TTM): 97.92X Cap: $212.29B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: I almost gag a putting these two in the same question. Could you please provide a comparison of compensation for the two CEOs?

Upvote 15

Read Answer Asked by Danny-boy on July 18, 2024

• Celestica Inc. (CLS $270.83)
  • $270.83 P/E (TTM): 43.72X Cap: $30.91B
  • View CLS Profile
  • View Questions on CLS

Q: What is the path forward for CLS . Still a buy or wait for earnings to come out? Would like your opinion on the big drop in natural gas prices? Thank you.

Upvote 3

Read Answer Asked by kenneth on July 18, 2024

• Broadcom Inc. (AVGO $292.93)
  • $292.93 P/E (TTM): 108.1X Cap: $1.40T
  • View AVGO Profile
  • View Questions on AVGO
• Meta Platforms Inc. (META $763.46)
  • $763.46 P/E (TTM): 29.32X Cap: $1.95T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $195.32)
  • $195.32 P/E (TTM): 21.2X Cap: $2.36T
  • View GOOG Profile
  • View Questions on GOOG
• Alphabet Inc. (GOOGL $194.67)
  • $194.67 P/E (TTM): 21.11X Cap: $2.35T
  • View GOOGL Profile
  • View Questions on GOOGL
• NVIDIA Corporation (NVDA $178.26)
  • $178.26 P/E (TTM): 56.04X Cap: $4.39T
  • View NVDA Profile
  • View Questions on NVDA

Q: Hello, of these 4 , which ones would you buy today for a 5 year time frame, and why?
Thank you
Carlo

Upvote 8

Read Answer Asked by Carlo on July 18, 2024

• Starbucks Corporation (SBUX $90.20)
  • $90.20 P/E (TTM): 31.47X Cap: $102.05B
  • View SBUX Profile
  • View Questions on SBUX

Q: Can you tell me what analysts are expecting for Starbucks' upcoming earnings on the 30th?

Also do they break out expectations by how much same store US sales they are expecting?

Any and all details appreciated.

Upvote 1

Read Answer Asked by Max on July 18, 2024

• iShares Core Canadian Universe Bond Index ETF (XBB $28.12)
  • $28.12 Cap: $8.18B
  • View XBB Profile
  • View Questions on XBB
• iShares Core Canadian Long Term Bond Index ETF (XLB $18.69)
  • $18.69 Cap: $832M
  • View XLB Profile
  • View Questions on XLB
• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.79)
  • $16.79 Cap: $824M
  • View XHY Profile
  • View Questions on XHY
• Hamilton U.S. Bond YIELD MAXIMIZER TM ETF (HBND $13.18)
  • $13.18 Cap: $190M
  • View HBND Profile
  • View Questions on HBND

Q: Can you please recommend 3 bond ETFs that will provide in one year 10% yield including both dividends and capital appreciation?

Upvote 2

Read Answer Asked by Ron on July 18, 2024

• Cogeco Communications Inc. Subordinate Voting Shares (CCA $63.04)
  • $63.04 P/E (TTM): 8.11X Cap: $2.64B
  • View CCA Profile
  • View Questions on CCA

Q: Hi, stock popped yesterday but I'm not seeing a reason to explain such a move, notwithstanding a secular rotation is on again, and results were posted last week. RCI?

Upvote 1

Read Answer Asked by Darren on July 18, 2024

• Robert Half Inc Com (RHI $35.22)
  • $35.22 P/E (TTM): 17.67X Cap: $3.82B
  • View RHI Profile
  • View Questions on RHI

Q: The price of RHI was declining over the past year but has been going sideways recently. Where do you see the price going from here.
Thanks for your thoughts.
Ian

Upvote 1

Read Answer Asked by Ian on July 17, 2024

• KKR & Co. Inc. (KKR $142.66)
  • $142.66 P/E (TTM): 61.44X Cap: $129.25B
  • View KKR Profile
  • View Questions on KKR
• Builders FirstSource Inc. (BLDR $132.95)
  • $132.95 P/E (TTM): 16.69X Cap: $14.16B
  • View BLDR Profile
  • View Questions on BLDR
• Axon Enterprise Inc. (AXON $867.12)
  • $867.12 P/E (TTM): 179.34X Cap: $57.98B
  • View AXON Profile
  • View Questions on AXON
• Lithium Americas Corp. (LAC $2.63)
  • $2.63 Cap: $557M
  • View LAC Profile
  • View Questions on LAC
• SPX Technologies Inc. (SPXC $203.71)
  • $203.71 P/E (TTM): 45.67X Cap: $9.39B
  • View SPXC Profile
  • View Questions on SPXC

Q: The markets are showing signs of change.
Kindly order these stocks in order of growth opportunity. Do you think that LAC has begun a turnaround, that it is worth investing in now?
Thank you!

Upvote 2

Read Answer Asked by Catherine on July 17, 2024

• Home Depot Inc. (The) (HD $385.41)
  • $385.41 P/E (TTM): 25.37X Cap: $378.88B
  • View HD Profile
  • View Questions on HD
• Lowe's Companies Inc. (LOW $237.46)
  • $237.46 P/E (TTM): 18.73X Cap: $131.03B
  • View LOW Profile
  • View Questions on LOW
• McDonald's Corporation (MCD $298.77)
  • $298.77 P/E (TTM): 26.73X Cap: $217.53B
  • View MCD Profile
  • View Questions on MCD
• Altria Group Inc. (MO $62.52)
  • $62.52 P/E (TTM): 11.97X Cap: $104.05B
  • View MO Profile
  • View Questions on MO
• Dollarama Inc. (DOL $192.70)
  • $192.70 P/E (TTM): 43.3X Cap: $52.58B
  • View DOL Profile
  • View Questions on DOL
• Domino's Pizza Inc (DPZ $447.13)
  • $447.13 P/E (TTM): 27.07X Cap: $15.88B
  • View DPZ Profile
  • View Questions on DPZ

Q: Is the negative book value a concern for the company. I see some online people claiming the stock is undervalued, however, how can that be if it has a negative book value. Is the dividend safe?

Upvote 5

Read Answer Asked by Dominic on July 17, 2024

• NVIDIA Corporation (NVDA $178.26)
  • $178.26 P/E (TTM): 56.04X Cap: $4.39T
  • View NVDA Profile
  • View Questions on NVDA
• Super Micro Computer Inc. (SMCI $57.26)
  • $57.26 P/E (TTM): 31.21X Cap: $34.75B
  • View SMCI Profile
  • View Questions on SMCI
• Palantir Technologies Inc. (PLTR $173.27)
  • $173.27 P/E (TTM): 670.74X Cap: $379.14B
  • View PLTR Profile
  • View Questions on PLTR

Q: Would you be in favor of a trim and diversification trade to PLTR and SMCI from NVDA at this point? While still planning to keep NVDA overweight.

Upvote 4

Read Answer Asked by Andrew on July 17, 2024

• Constellation Software Inc. (CSU $4,790.56)
  • $4,790.56 P/E (TTM): 98.53X Cap: $99.98B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Hi Peter, in one of your answers you say that CSU is not cheap at 39x earnings and you would be comfortable owning it. Does that mean you would still buy it at today's price or would you wait for a chance to buy it at a cheaper price and do you think there is a possibility for a pull back. Thanks

Upvote 8

Read Answer Asked by Nick on July 17, 2024

• ADF Group Inc. Subordinate Voting Shares (DRX $8.70)
  • $8.70 P/E (TTM): 5.16X Cap: $242M
  • View DRX Profile
  • View Questions on DRX

Q: The long term chart of this one shows the current price back to where it was in 2002. Is that correct?

Thx

Upvote 3

Read Answer Asked by blake on July 17, 2024

• Evolve Canadian Banks and Lifecos Enhanced Yield Index Fund (BANK $8.14)
  • $8.14 P/E (TTM): 15.7X Cap: $516M
  • View BANK Profile
  • View Questions on BANK

Q: From an income perspective, could you provide your thoughts for a retiree, non-registered and % holding you may or may not be comfortable. I am somewhat hesitant on these high yielding CC ETFs because I can't help but think you are eventually eroding principal at some point because if the options are exercised you will lose the upside. thanks

Upvote 4

Read Answer Asked by Steven on July 17, 2024

• Consumer Staples Select Sector SPDR (XLP $80.47)
  • $80.47 P/E (TTM): 35.56X Cap: $15.93B
  • View XLP Profile
  • View Questions on XLP
• Health Care Select Sector SPDR (XLV $132.50)
  • $132.50 P/E (TTM): 65.74X Cap: $32.67B
  • View XLV Profile
  • View Questions on XLV
• SPDR S&P 500 ETF Trust (SPY $627.97)
  • $627.97 P/E (TTM): 57.48X Cap: $657.32B
  • View SPY Profile
  • View Questions on SPY
• INVESCO QQQ Trust (QQQ $560.27)
  • $560.27 P/E (TTM): 59.46X Cap: $360.45B
  • View QQQ Profile
  • View Questions on QQQ
• Technology Select Sector SPDR ETF (XLK $260.12)
  • $260.12 P/E (TTM): 83.21X Cap: $83.67B
  • View XLK Profile
  • View Questions on XLK
• iShares Core S&P Mid-Cap ETF (IJH $62.86)
  • $62.86 P/E (TTM): 33.4X Cap: $96.19B
  • View IJH Profile
  • View Questions on IJH

Q: What would be your top thee picks for US Market ETFs today and why? (10+ year hold)

Upvote 12

Read Answer Asked by Kyle on July 17, 2024