Investment Q&A

• Costco Wholesale Corporation (COST $991.25)
  • $991.25 P/E (TTM): 57.3X Cap: $438.48B
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 58.94X Cap: $4.44T
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• WSP Global Inc. (WSP $282.98)
  • $282.98 P/E (TTM): 51.13X Cap: $36.59B
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• Magna International Inc. (MG $60.73)
  • $60.73 P/E (TTM): 10.02X Cap: $16.69B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.80)
  • $205.80 P/E (TTM): 123.17X Cap: $263.86B
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Q: Hi Team,
Understanding that weightings are personal, what is the highest weight that YOU would be comfortable with before trimming the stocks above?
Thanks

Upvote 0

Read Answer Asked by Marco on March 07, 2023

• 3M Company (MMM $157.85)
  • $157.85 P/E (TTM): 21.32X Cap: $82.72B
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Q: What is your opinion on this as a value. Does it trade on tsx. I like the feature of hedging the price to CAD. What is the MER or cost for it. And the ticker.
Thanks.

Upvote 0

Read Answer Asked by francois on March 07, 2023

• CrowdStrike Holdings Inc. (CRWD $435.80)
  • $435.80 Cap: $106.28B
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Q: Crowd reported what appears to be good results in their latest quarter, although the losses increased. I would appreciate your comments.

Upvote 0

Read Answer Asked by jacques on March 07, 2023

• Algonquin Power & Utilities Corp. (AQN $7.92)
  • $7.92 Cap: $6.01B
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Q: Regarding AQN, your response to Robert(Mar. 07), indicated earning consensus is 19.4c on March 17. If AQN itself is only expecting 55c-61c for the year, are the analysts not setting up the company for a huge miss on the 17th?

Upvote 0

Read Answer Asked by Grant on March 07, 2023

• BMO Low Volatility US Equity ETF (ZLU $56.72)
  • $56.72 P/E (TTM): 56.99X Cap: $2.17B
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• INVESCO QQQ Trust (QQQ $580.05)
  • $580.05 P/E (TTM): 59.46X Cap: $362.47B
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• Vanguard Total Stock Market ETF (VTI $316.13)
  • $316.13 P/E (TTM): 71.88X Cap: $503.42B
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Q: Hi Peter,
I want to move my investments to a portfolio of ETF's, Please suggest a group of ETF's with strong growth potential for Long term ( 10-15 years).

Upvote 0

Read Answer Asked by HARRY on March 07, 2023

• Alphabet Inc. (GOOG $204.16)
  • $204.16 P/E (TTM): 21.54X Cap: $2.43T
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• Constellation Software Inc. (CSU $4,681.20)
  • $4,681.20 P/E (TTM): 96.06X Cap: $101.75B
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• Kinaxis Inc. (KXS $197.91)
  • $197.91 P/E (TTM): 428.71X Cap: $5.51B
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Q: I need to trim my technology exposure. Can you please rank CSU, GOOG and KXS for a one to two year period, and advise what percentage of a portfolio you would allocate to technology at this time?

Upvote 0

Read Answer Asked by Curt on March 07, 2023

• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 58.94X Cap: $4.44T
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Q: Nvidia has had a nice run in 2023, but price targets are all over the map $175-350. What are your thoughts on buy/sell/hold NVDA (if a full 5% position in one's portfolio)? Does the AI opportunity justify the valuation?

Upvote 0

Read Answer Asked by Stephen on March 07, 2023

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: As the share price of HCG continues to slide, I would like your opinion as to whether this still represents a decent arbitrage opportunity. Thank-you.

Upvote 0

Read Answer Asked by Stephen on March 07, 2023

• Amazon.com Inc. (AMZN $221.47)
  • $221.47 P/E (TTM): 33.95X Cap: $2.36T
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• Alphabet Inc. (GOOG $204.16)
  • $204.16 P/E (TTM): 21.54X Cap: $2.43T
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Q: Hi 5I Team,
RRIF, own GOOG (78%), TCEHY (12%) AMZN (7%).
Which one will You add 3% today ?
Thanks
Best Regards

Upvote 0

Read Answer Asked by Djamel on March 07, 2023

• Canadian Western Bank (CWB $56.63)
  • $56.63 P/E (TTM): 20.63X Cap: $5.47B
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Q: Would you please comment on CWB’s recent earnings report including your opinion of this Canadian financial.

Upvote 0

Read Answer Asked by Donald on March 07, 2023

• Caterpillar Inc. (CAT $412.71)
  • $412.71 P/E (TTM): 20.32X Cap: $191.39B
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• WSP Global Inc. (WSP $282.98)
  • $282.98 P/E (TTM): 51.13X Cap: $36.59B
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Q: I am considering adding CAT to the industrial sector of my TFSA to complement WSP. I would like a relatively safe 10% annual return from CAT. I note that WSP ate CAT's lunch with 3&5 year returns. Cat is doing better over 3,6 and 12 months. The impetus for the CAT addition is the infrastructure bill $$$$ in the US. Is this a good plan for a 3-5 year hold? Thank you

Upvote 0

Read Answer Asked by Richard on March 07, 2023

• Descartes Systems Group Inc. (The) (DSG $136.98)
  • $136.98 P/E (TTM): 61.25X Cap: $11.74B
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• Magna International Inc. (MG $60.73)
  • $60.73 P/E (TTM): 10.02X Cap: $16.69B
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Q: I am contemplating selling MG (bought at $103C) and buying DSG. I realize the diff in sectors, but using growth and risk as the prime criteria, would you be supportive of the switch?

Carl

Upvote 0

Read Answer Asked by Carl on March 07, 2023

• ATS Corporation (ATS $39.42)
  • $39.42 Cap: $3.86B
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• Cognex Corporation (CGNX $42.20)
  • $42.20 P/E (TTM): 59.29X Cap: $6.79B
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• iRobot Corporation (IRBT $3.42)
  • $3.42 Cap: $111M
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• Pegasystems Inc. (PEGA $50.96)
  • $50.96 P/E (TTM): 44.12X Cap: $9.86B
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• Dynatrace Inc. (DT $46.74)
  • $46.74 P/E (TTM): 28.51X Cap: $15.14B
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Q: which small and midcap robotic companies stand out for future growth

Tx Dick

Upvote 1

Read Answer Asked by dick on March 07, 2023

Q: Peter; Is there a way to track the US dollar ? Thanks
Rod

Upvote 0

Read Answer Asked by Rodney on March 07, 2023

• Algonquin Power & Utilities Corp. (AQN $7.92)
  • $7.92 Cap: $6.01B
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Q: What are the expectations for the March 17 AQN quarterly report and how does this align with expectations set by AQN itself?

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Read Answer Asked by Robert on March 07, 2023

• Secure Waste Infrastructure Corp. (SES $16.32)
  • $16.32 P/E (TTM): 19.37X Cap: $3.77B
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Q: With the sudden fall in the stock due to problems with the Competition Bureau regarding a planned acquisition, would you hold?
Your general analysis of the company and its prospects would be appreciated.
Thanks, Len

Upvote 0

Read Answer Asked by Leonard on March 07, 2023

• Constellation Software Inc. (CSU $4,681.20)
  • $4,681.20 P/E (TTM): 96.06X Cap: $101.75B
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• Descartes Systems Group Inc. (The) (DSG $136.98)
  • $136.98 P/E (TTM): 61.25X Cap: $11.74B
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• TFI International Inc. (TFII $122.33)
  • $122.33 P/E (TTM): 19.98X Cap: $9.76B
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• goeasy Ltd. (GSY $210.01)
  • $210.01 P/E (TTM): 13.19X Cap: $3.40B
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• Brookfield Corporation Class A Limited Voting Shares (BN $90.35)
  • $90.35 P/E (TTM): 232.14X Cap: $146.13B
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Q: If you were setting up a TFSA with CAD equities only, what five stocks do you recommend ranked by order you would purchase. If you could give a brief reason as to why you recommended each equity, that would be appreciated.

Upvote 1

Read Answer Asked by David on March 07, 2023

• Vanguard Value ETF (VTV $179.43)
  • $179.43 P/E (TTM): 57.73X Cap: $139.71B
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Q: Morning Peter & Team,

I've done very well lately, large part thanks to you. Now I am preparing to take some off the table. Plan on investing part into a 1 yr term @ 5.65% which I figure is pretty good. I am also looking for names (stocks or ETFs) which generate good cash flow and support high sustainable dividends. Can you give me 3 names (Canada & US) that you think deserve consideration? Preferably minimal debt if possible please.

Thanks for all you do

gm

Upvote 0

Read Answer Asked by Gord on March 07, 2023

• Novo Nordisk A/S (NVO $49.78)
  • $49.78 P/E (TTM): 14.41X Cap: $363.68B
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Q: What do you think of investing in this company at the current time? The national post ran an article today about the weight loss benefits of Ozempic. And to maintain the weight loss, one needs to take it for life. Do you think this opportunity has already been priced into the stock? Appreciate your thoughts. Thanks

Upvote 0

Read Answer Asked by Charles on March 07, 2023

• Cargojet Inc. Common and Variable Voting Shares (CJT $103.23)
  • $103.23 P/E (TTM): 13.77X Cap: $1.55B
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Q: Are the CJT results today as bad as the market reactions so far? CJT is a thinly traded stock and SP over reaction to any news is the norm. What's your take on the results? Thanks.

Upvote 0

Read Answer Asked by Victor on March 07, 2023