Investment Q&A

• State Street SPDR EURO STOXX 50 (FEZ $61.58)
  • $61.58 P/E (TTM): 60.62X Cap: $4.69B
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• Global X Europe 50 Index Corporate Class ETF (HXX $63.15)
  • $63.15 Cap: $178M
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• First Trust STOXX European Select Dividend Income Fund (FDD $17.54)
  • $17.54 P/E (TTM): 40.26X Cap: $825M
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Q: Would you consider one of these superior to the other? Are there others that you would prefer?
Thanks.

Upvote 3

Read Answer Asked by Catherine on May 13, 2025

• ASML Holding N.V. (ASML $1,345.38)
  • $1,345.38 P/E (TTM): 62.55X Cap: $522.30B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $333.55)
  • $333.55 P/E (TTM): 49.32X Cap: $1.76T
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Q: Can you give me your thoughts on these two companies and would you favour one profile over the other at these levels? Thanks

Upvote 3

Read Answer Asked by Michael on May 13, 2025

• PIMCO Monthly Income Fund (Canada) (PMIF $18.05)
  • $18.05 P/E (TTM): 12.29X Cap: $4.46B
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Q: Could you review the short position on this ETF and please advise if the "shorts" are too high at this time to buy. Or is the current level reasonable for this ETF. Thank you

Upvote 1

Read Answer Asked by Dick on May 13, 2025

• JPMorgan Chase & Co. (JPM $286.29)
  • $286.29 P/E (TTM): 14.34X Cap: $776.04B
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• Altria Group Inc. (MO $65.35)
  • $65.35 P/E (TTM): 16.22X Cap: $108.89B
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• Procter & Gamble Company (The) (PG $145.59)
  • $145.59 P/E (TTM): 22.44X Cap: $340.95B
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Q: Looking for decent dividends with above-average, consistent dividend growth - would you have 3 picks in Canada and the US that I can consider for long-term holdings? Thanks!

Upvote 8

Read Answer Asked by Michael on May 13, 2025

• illumin Holdings Inc. (ILLM $0.89)
  • $0.89 Cap: $42M
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Q: How do you view the latest results? Do you see increased stock price in the future, and what would you expect in terms of time. What are the headwinds for this company?

Upvote 1

Read Answer Asked by Stephen on May 13, 2025

• Exchange Income Corporation (EIF $101.46)
  • $101.46 P/E (TTM): 34.73X Cap: $5.78B
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Q: Hi,

Could you please comment on EIF results ?

Thanks

Upvote 3

Read Answer Asked by Guy on May 13, 2025

• Cellebrite DI Ltd. (CLBT $14.60)
  • $14.60 Cap: $3.63B
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Q: Any reason CLBT did not participate in the rally yesterday?

Upvote 3

Read Answer Asked by sean on May 13, 2025

• State Street SPDR S&P 500 ETF Trust (SPY $657.24)
  • $657.24 P/E (TTM): 26.17X Cap: $668.23B
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• Invesco S&P 500 Equal Weight ETF (RSP $192.35)
  • $192.35 P/E (TTM): 19.95X Cap: $84.81B
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Q: S&P500 forward p/e is over 20x (MAG7/tech influence), while equal-weight is likely more reasonable...how should we frame this? Apples to apples stay with the S&P benchmark for historical comparisons and say valuation is expensive? Looking at EW is more reassuring but is it rationalizing? Interested in your take...thanks

Upvote 5

Read Answer Asked by Michael on May 13, 2025

• Enbridge Inc. (ENB $73.93)
  • $73.93 P/E (TTM): 28.29X Cap: $159.48B
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Q: Given your comments on ENB's recent earnings and its optimistic outlook, in general, can you comment on today's 3% drop?

Upvote 7

Read Answer Asked by David on May 13, 2025

• Enbridge Inc (ENB $53.90)
  • $53.90 P/E (TTM): 28.29X Cap: $116.49B
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Q: Is closing of Line 5 still a risk that could hurt futher upswing or do they have enough projects to negate that ?

Upvote 4

Read Answer Asked by terrance on May 13, 2025

• Tourmaline Oil Corp. (TOU $69.64)
  • $69.64 P/E (TTM): 92.78X Cap: $25.97B
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• Whitecap Resources Inc. (WCP $14.95)
  • $14.95 P/E (TTM): 14.37X Cap: $17.74B
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Q: Hello Team,
Do you have a preference between these for overall performance over the next couple of years, ie capital gain plus dividends and why. With LNG becoming a thing, I wonder if that swings it to TOU. Your comments would be appreciated. Also, what would you expect the total percent dividend going forward for TOU, including quarterly and special.
Thanks,
Barry

Upvote 4

Read Answer Asked by Barry on May 13, 2025

• Danaher Corporation (DHR $189.15)
  • $189.15 P/E (TTM): 19.33X Cap: $135.41B
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Q: Hello,

Thoughts on starting a position here?

Thanks.

Upvote 3

Read Answer Asked by Satish on May 13, 2025

• Agnico Eagle Mines Limited (AEM $249.81)
  • $249.81 P/E (TTM): 23.79X Cap: $134.65B
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Q: Why big drop in AEM today?

Upvote 2

Read Answer Asked by Hali on May 13, 2025

• Algonquin Power & Utilities Corp. (AQN $8.81)
  • $8.81 Cap: $6.81B
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Q: Aqn had a significant bounce last week on what seems like a preview to their official earnings release in early June. Can you expand?

Upvote 3

Read Answer Asked by Donald on May 13, 2025

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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Q: I have a January 2026 call option on VRN.
As they are being taken over what happens to the option and any actions a holder would have to do ?
I am currently in a under water position and will most likely exercise if it goes positive to pick up the dividend differential.

Upvote 4

Read Answer Asked by Greg on May 13, 2025

• BMO Covered Call Utilities ETF (ZWU $12.09)
  • $12.09 P/E (TTM): 16.11X Cap: $2.13B
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• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.54)
  • $13.54 P/E (TTM): 14.79X Cap: $1.20B
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Q: I target Utilities holdings at 8-10%. Is there enough difference to hold both ZWU and UMAX as my only Utilities holdings?

Thank You

Upvote 5

Read Answer Asked by William on May 13, 2025

• UnitedHealth Group Incorporated (DE) (UNH $282.45)
  • $282.45 P/E (TTM): 21.74X Cap: $258.07B
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Q: The ultimate falling knife and yet a pretty darn good company unless I misunderstand. Per your April 28 comment, waiting for things to settle was advised. It was around $420 then and down under $380 now and doesn't seem to have an obvious support level. At what point does this become a compelling buy where the downside is minor relative to the upside? Are we talking $300 floor and a return to all time highs as the upside?

Upvote 2

Read Answer Asked by Tim on May 13, 2025

• Microsoft Corporation (MSFT $387.98)
  • $387.98 P/E (TTM): 24.98X Cap: $2.90T
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Q: What would your favorite option strategy be with a stock like MSFT?
Thanks Ron

Upvote 5

Read Answer Asked by Ronald on May 13, 2025

• Cipher Pharmaceuticals Inc. (CPH $16.46)
  • $16.46 P/E (TTM): 18.49X Cap: $436M
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Q: Please comment on CPH latest earnings. It looks like a bit of a mixed bag. The stock is expensive, but they are throwing off a lot of FCF and their strategy looks solid going forward. Thank you.

Upvote 2

Read Answer Asked by WAYNE on May 13, 2025

• DeFi Technologies Inc. (DEFI)
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Q: What is the expectation on growth and share price with the Nasdaq news? What would be a good entry point?

Upvote 2

Read Answer Asked by Stephen on May 13, 2025