Investment Q&A

• AbbVie Inc. (ABBV $227.01)
  • $227.01 P/E (TTM): 96.38X Cap: $401.39B
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• JPMorgan Chase & Co. (JPM $288.73)
  • $288.73 P/E (TTM): 14.49X Cap: $778.71B
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• United Parcel Service Inc. (UPS $100.92)
  • $100.92 P/E (TTM): 15.23X Cap: $85.69B
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• Williams Companies Inc. (The) (WMB $73.84)
  • $73.84 P/E (TTM): 34.2X Cap: $90.20B
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• Digital Realty Trust Inc. (DLR $180.86)
  • $180.86 P/E (TTM): 50.18X Cap: $62.14B
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Q: Getting closer to retirement looking for solid dividend stocks. Looking for 5 Canadian and 5 US

Upvote 11

Read Answer Asked by Mike on November 30, 2023

• Capital Power Corporation (CPX $61.64)
  • $61.64 P/E (TTM): 76.9X Cap: $9.60B
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Q: what do you think about today's $850 million medium term notes offering

https://www.capitalpower.com/media/media_releases/capital-power-announces-850-million-medium-term-note-offering/

Upvote 4

Read Answer Asked by JACK on November 30, 2023

• Intuitive Surgical Inc. (ISRG $485.85)
  • $485.85 P/E (TTM): 62.71X Cap: $172.54B
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• NVIDIA Corporation (NVDA $184.76)
  • $184.76 P/E (TTM): 37.28X Cap: $4.48T
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• Salesforce Inc. (CRM $194.91)
  • $194.91 P/E (TTM): 25.49X Cap: $179.90B
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• JPMorgan Chase & Co. (JPM $288.73)
  • $288.73 P/E (TTM): 14.49X Cap: $778.71B
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• Eli Lilly and Company (LLY $1,001.35)
  • $1,001.35 P/E (TTM): 43.94X Cap: $946.09B
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• United Rentals Inc. (URI $775.79)
  • $775.79 P/E (TTM): 21.26X Cap: $48.87B
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• ATS Corporation (ATS $40.66)
  • $40.66 Cap: $3.98B
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• Kinaxis Inc. (KXS $143.16)
  • $143.16 P/E (TTM): 87.44X Cap: $3.95B
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• lululemon athletica inc. (LULU $166.43)
  • $166.43 P/E (TTM): 11.81X Cap: $18.67B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $191.12)
  • $191.12 P/E (TTM): 28.0X Cap: $2.27B
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• Axon Enterprise Inc. (AXON $529.97)
  • $529.97 P/E (TTM): 370.24X Cap: $42.60B
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• Berkshire Hathaway Inc. (BRK.B $494.14)
  • $494.14 P/E (TTM): 0.04X Cap: $1.06T
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• Vertiv Holdings LLC Class A (VRT $270.06)
  • $270.06 P/E (TTM): 77.52X Cap: $103.32B
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• Celsius Holdings Inc. (CELH $45.03)
  • $45.03 P/E (TTM): 173.24X Cap: $11.12B
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Q: Hi 5i,
In an otherwise balanced portfolio, I'm looking for some ideas for my TFSA.
Current holdings are KXS, LULU, HPS AND ATS.

I'm open to adding to the above names but was wondering if you
could you please recommend 10 Canadian and 10 US stocks that you feel would work well in a TFSA at this time in the market.

Thanks!!

Upvote 37

Read Answer Asked by Brian on November 30, 2023

• Alimentation Couche-Tard Inc. (ATD $82.30)
  • $82.30 P/E (TTM): 21.66X Cap: $76.19B
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Q: Hi, Based on the quarterly results and management commentary/confidence about their 5 years Growth Plan, and considering today's market reaction/price action of the stock, would you be on board, if we look to bump up current 1.50% position to 3% around $76 level ? Thank You

Upvote 10

Read Answer Asked by rajeev on November 29, 2023

• Enbridge Inc. (ENB $72.96)
  • $72.96 P/E (TTM): 28.03X Cap: $159.19B
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Q: Your thoughts on the ENB news out today?

Thx

Upvote 20

Read Answer Asked by blake on November 29, 2023

• United Rentals Inc. (URI $775.79)
  • $775.79 P/E (TTM): 21.26X Cap: $48.87B
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Q: why has URI jumped over 5% today?

Upvote 3

Read Answer Asked by arnold on November 29, 2023

• Cisco Systems Inc. (CSCO $77.70)
  • $77.70 P/E (TTM): 27.41X Cap: $306.90B
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• Fortinet Inc. (FTNT $84.20)
  • $84.20 P/E (TTM): 34.49X Cap: $62.30B
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• Palo Alto Networks Inc. (PANW $165.58)
  • $165.58 P/E (TTM): 91.22X Cap: $135.11B
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• Zscaler Inc. (ZS $156.61)
  • $156.61 Cap: $25.18B
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• Splunk Inc. (SPLK)
  • P/E (TTM): 237.35X Cap: $26.43B
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• CrowdStrike Holdings Inc. (CRWD $436.33)
  • $436.33 Cap: $110.65B
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Q: In a 5iR response on Wednesday about CRWD, there was mention that "its (CRWD) performance seems better than many peers (not all)". And me, wondering what these "better" peers are???.....The reason for asking this is that if they are larger in market capitalization, I might be interested in investing in one....Keen to know about these peers.......Many thanks.....Tom

Upvote 6

Read Answer Asked by Tom on November 29, 2023

Q: Please remind me how many questions we receive after renewing our sub.


Sheldon

Upvote 3

Read Answer Asked by Sheldon on November 29, 2023

• Encore Wire Corporation (WIRE)
  • P/E (TTM): 15.22X
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Q: Peter; Wire has gone from nearly $200. to $182 this am on high volume- I did read your Nov. 01 response- any news to account for the drop? Thanks.
Rod

Upvote 3

Read Answer Asked by Rodney on November 29, 2023

• Alphabet Inc. (GOOGL $307.04)
  • $307.04 P/E (TTM): 28.34X Cap: $3.71T
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• Microsoft Corporation (MSFT $405.76)
  • $405.76 P/E (TTM): 25.6X Cap: $3.01T
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• AbbVie Inc. (ABBV $227.01)
  • $227.01 P/E (TTM): 96.38X Cap: $401.39B
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• Altria Group Inc. (MO $67.14)
  • $67.14 P/E (TTM): 16.23X Cap: $112.25B
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• Pfizer Inc. (PFE $27.16)
  • $27.16 P/E (TTM): 19.71X Cap: $154.43B
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• Procter & Gamble Company (The) (PG $156.01)
  • $156.01 P/E (TTM): 23.0X Cap: $362.56B
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• Royal Bank of Canada (RY $224.61)
  • $224.61 P/E (TTM): 14.89X Cap: $313.67B
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• Toronto-Dominion Bank (The) (TD $130.25)
  • $130.25 P/E (TTM): 10.37X Cap: $217.68B
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• Bank of Nova Scotia (The) (BNS $97.20)
  • $97.20 P/E (TTM): 23.64X Cap: $119.82B
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• BCE Inc. (BCE $35.88)
  • $35.88 P/E (TTM): 5.28X Cap: $33.45B
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• Enbridge Inc. (ENB $72.96)
  • $72.96 P/E (TTM): 28.03X Cap: $159.19B
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• TC Energy Corporation (TRP $86.55)
  • $86.55 P/E (TTM): 26.73X Cap: $86.55B
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• TELUS Corporation (T $18.62)
  • $18.62 P/E (TTM): 25.81X Cap: $29.06B
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• Constellation Software Inc. (CSU $2,938.78)
  • $2,938.78 P/E (TTM): 69.74X Cap: $62.27B
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• Fortis Inc. (FTS $78.19)
  • $78.19 P/E (TTM): 22.5X Cap: $39.67B
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• WSP Global Inc. (WSP $228.63)
  • $228.63 P/E (TTM): 30.58X Cap: $30.82B
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• Magna International Inc. (MG $78.49)
  • $78.49 P/E (TTM): 19.62X Cap: $22.11B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $51.60)
  • $51.60 P/E (TTM): 99.44X Cap: $23.79B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $112.72)
  • $112.72 Cap: $13.01B
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• Brookfield Corporation Class A Limited Voting Shares (BN $56.62)
  • $56.62 P/E (TTM): 82.17X Cap: $127.13B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $61.53)
  • $61.53 P/E (TTM): 30.63X Cap: $100.79B
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Q: Hi Folks,

My RRSP portfolio consists of the above stocks all with relatively the same weighing. Can you suggest 5 names or so, (CDN and U.S) that I take a look at that would complement the above? I am looking for a company that would be a good buy today for both income and capital appreciation - total return.
Thanks

Upvote 13

Read Answer Asked by JOHN on November 29, 2023

• ECN Capital Corp. (ECN $3.06)
  • $3.06 P/E (TTM): 37.57X Cap: $862M
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Q: i've leaned on investing.com for real time US and international stock quotes to use for my speculative plays. i like investing.com overall but i'm struggling to find a good free platform for tsx and tsx.v stock real time quotes (ECN for example today did not appear as 'trending' or a 'mover' on that platform and i have noticed that investing.com falls short on CDN stocks in that regard. i realize the team likely uses a bloomberg terminal but what good options are available for myself for CDN stocks thank you very much

Upvote 8

Read Answer Asked by steve on November 29, 2023

• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.55)
  • $16.55 P/E (TTM): 20.44X Cap: $1.05B
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• iShares Interest Rate Hedged High Yield Bond ETF (HYGH $85.62)
  • $85.62 Cap: $458M
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Q: HI;
Would you be kind enough to explain the differences and similarities between these two? Is xhy the canadian version of hyg? Is it hedged?
Is there wh tax on xhy. Level 1 or 2? Can I avoid the wh tax by buying hyg? Is hyg a us or canadian listed etf? Is hyg hedged?
Thanks, BEN.

Upvote 3

Read Answer Asked by BEN on November 29, 2023

• Propel Holdings Inc. (PRL $19.83)
  • $19.83 P/E (TTM): 10.68X Cap: $780M
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Q: what's your take on this company?
thanks

Upvote 6

Read Answer Asked by steve on November 29, 2023

• NexGen Energy Ltd. (NXE $17.65)
  • $17.65 Cap: $11.66B
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• Athabasca Oil Corporation (ATH $8.78)
  • $8.78 P/E (TTM): 9.59X Cap: $4.20B
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• Tamarack Valley Energy Ltd. (TVE $10.51)
  • $10.51 Cap: $5.08B
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Q: Your outlook on the above stocks and buyable for a 1 to 2 year hold. thanks

Upvote 6

Read Answer Asked by kenneth on November 29, 2023

• iShares Core Canadian Long Term Bond Index ETF (XLB $18.59)
  • $18.59 P/E (TTM): 5.13X Cap: $821M
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• iShares 20+ Year Treasury Bond ETF (TLT $88.28)
  • $88.28 Cap: $45.14B
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Q: I’m 72 and retired, I would appreciate your view on investing in Canadian long term bond etfs, I plan on purchasing TLT in my U.S. account and was interested in purchasing a Canadian long term etf as well…..I appreciate your views, thank you!

Upvote 10

Read Answer Asked by Pat on November 29, 2023

• TECSYS Inc. (TCS $29.61)
  • $29.61 P/E (TTM): 82.39X Cap: $433M
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Q: Hi there,

TCS is on a roll would you still consider it a buy even though it’s at a 52 week high?

Thanks!

Upvote 7

Read Answer Asked by Robert on November 29, 2023

• BRP Inc. Subordinate Voting Shares (DOO $89.50)
  • $89.50 Cap: $6.56B
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• Kinaxis Inc. (KXS $143.16)
  • $143.16 P/E (TTM): 87.44X Cap: $3.95B
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• Premium Brands Holdings Corporation (PBH $97.97)
  • $97.97 P/E (TTM): 67.12X Cap: $4.37B
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• goeasy Ltd. (GSY $49.72)
  • $49.72 P/E (TTM): 8.41X Cap: $798M
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.57)
  • $36.57 P/E (TTM): 20.77X Cap: $860M
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• TerraVest Industries Inc. (TVK $144.23)
  • $144.23 Cap: $3.10B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $191.12)
  • $191.12 P/E (TTM): 28.0X Cap: $2.27B
  • View HPS.A Profile
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• Trisura Group Ltd. (TSU $43.91)
  • $43.91 P/E (TTM): 14.91X Cap: $2.08B
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• Lumine Group Inc. (LMN $25.72)
  • $25.72 P/E (TTM): 100.99X Cap: $6.60B
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Q: I have seen several analysts commenting recently on how undervalued small cap stocks are compared to larger cap stocks. Some saying we are at the cheapest levels they have ever seen for small caps. If you were to put together a portfolio of 10-12 Canadian small cap stocks intending to benefit from a return to more typical valuations, which stocks would you include? Not thinking about highest risk types, like early phase biotech, exploration stage mining companies, but rather, for high quality, profitable, growing businesses.

Upvote 57

Read Answer Asked by Dan on November 29, 2023

• BMO High Yield US Corporate Bond Hedged to CAD Index ETF (ZHY $11.05)
  • $11.05 P/E (TTM): 0.25X Cap: $1.47B
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.55)
  • $16.55 P/E (TTM): 20.44X Cap: $1.05B
  • View XHY Profile
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Q: These two US Corporate bond ETFs seem quite similar. How would you decide which of these two to buy in a registered account?

Upvote 3

Read Answer Asked by Elaine on November 29, 2023

Q: I would like to keep "high risk stocks" in my non-registered account, aka trading account, rather than in my TFSA or RRSP or LIRA accounts. But I'm wondering what the attributes or metrics or characteristics of "high risk stocks" are in Canada or US. Keen to learn from you what to look for for such stocks....Thanks....Tom 

Upvote 7

Read Answer Asked by Tom on November 29, 2023

• Super Micro Computer Inc. (SMCI $31.79)
  • $31.79 P/E (TTM): 23.51X Cap: $19.04B
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Q: Could you explain what on earth moves this stock like that in the last 6 months?

Upvote 5

Read Answer Asked by JR on November 29, 2023