Investment Q&A

• Kinaxis Inc. (KXS $175.00)
  • $175.00 P/E (TTM): 105.39X Cap: $4.97B
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• TECSYS Inc. (TCS $32.10)
  • $32.10 P/E (TTM): 88.36X Cap: $473M
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• VersaBank (VBNK $20.54)
  • $20.54 P/E (TTM): 22.02X Cap: $665M
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• Docebo Inc. (DCBO $30.00)
  • $30.00 P/E (TTM): 29.01X Cap: $871M
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Q: How would you rank the following four companies at current valuations? Which ones would you be comfortable buying a full position in?

Upvote 9

Read Answer Asked by Schoombee on January 08, 2025

Q: What would be your 5 top picks for TFSA investing for 2025?

Upvote 19

Read Answer Asked by shirley on January 08, 2025

• BMO USD Cash Management ETF (ZUCM.U $30.06)
  • $30.06 Cap: $90M
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Q: Currently all my money market funds are in PSA which pays just over 4%.
It looks like ZUCM.U may be a US dollar alternative paying just over 5% .
It feels like a no brainer to move all my PSA into ZUCM.U but I would like your opinion.

Upvote 1

Read Answer Asked by BOYD on January 08, 2025

• Uber Technologies Inc. (UBER $78.67)
  • $78.67 P/E (TTM): 10.17X Cap: $165.58B
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Q: Why has Uber dropped $20 per share recently

Upvote 5

Read Answer Asked by Cory on January 07, 2025

• Cintas Corporation (CTAS $188.77)
  • $188.77 P/E (TTM): 41.64X Cap: $76.31B
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• Unifirst Corporation (UNF $169.33)
  • $169.33 P/E (TTM): 22.13X Cap: $3.20B
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Q: Can you please be comment on Cintas stock drop and its offer for Unifirst.

Upvote 3

Read Answer Asked by Valter on January 07, 2025

• NVIDIA Corporation (NVDA $179.55)
  • $179.55 P/E (TTM): 42.42X Cap: $4.23T
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• Oracle Corporation (ORCL $192.05)
  • $192.05 P/E (TTM): 41.31X Cap: $517.24B
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• Vertiv Holdings LLC Class A (VRT $161.29)
  • $161.29 P/E (TTM): 56.54X Cap: $59.02B
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Q: Nvidia has been a ten bagger for me and I’m obviously ecstatic with this momentum. I’ve trimmed with my original stake at just under 100.00. It’s about ten percent of my portfolio. I know you don’t advise on individual portfolios but might it be wise to trim more and diversify further within the sector with Oracle! I also own Vertiv Holdings. Thanks. Your support and knowledge have been tremendously helpful over the years.

Upvote 10

Read Answer Asked by Dennis on January 07, 2025

• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $289.45)
  • $289.45 P/E (TTM): 39.06X Cap: $1.47T
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Q: TSM has slightly more than doubled in the last year. Can you please comment on its current price versus fundamentals and your outlook going forward. Thank you.

Upvote 2

Read Answer Asked by Kim on January 07, 2025

• Ocumetics Technology Corp. (OTC $0.66)
  • $0.66 Cap: $80M
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Q: how is this company doing some interesting tech do they have any competition thank you

Upvote 1

Read Answer Asked by cindy on January 07, 2025

• PIMCO Dynamic Income Fund (PDI $17.71)
  • $17.71 Cap: $4.30B
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Q: Interested in your thoughts .... PIMCO DYNAMIC INCOME FUND (PDI). I've held it for almost 3 years now ...down about 20% on my original purchase price of $ 23.40. I know this is income focused so I've probably made a few dollars (I estimate I've made about $ 8.00 a share in dividends over 3 years .and I'm down about $5.00 per share on my cost). Does this have any chance for recovery to $ 21.00 or $ 22.00 this year. Or do I simply move on and look for something more attractive ... if so, any suggestions on something in USD paying at least a 6% dividend ...stock or ETF.

Upvote 1

Read Answer Asked by Randy on January 07, 2025

• Alphabet Inc. (GOOG $306.18)
  • $306.18 P/E (TTM): 29.42X Cap: $3.58T
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• Intuitive Surgical Inc. (ISRG $568.40)
  • $568.40 P/E (TTM): 73.56X Cap: $199.18B
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• NVIDIA Corporation (NVDA $179.55)
  • $179.55 P/E (TTM): 42.42X Cap: $4.23T
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• Booking Holdings Inc. (BKNG $5,384.69)
  • $5,384.69 P/E (TTM): 34.79X Cap: $172.30B
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• JPMorgan Chase & Co. (JPM $316.40)
  • $316.40 P/E (TTM): 15.59X Cap: $852.06B
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• United Rentals Inc. (URI $800.53)
  • $800.53 P/E (TTM): 20.42X Cap: $50.93B
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• Axon Enterprise Inc. (AXON $566.01)
  • $566.01 P/E (TTM): 174.38X Cap: $43.40B
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• Berkshire Hathaway Inc. (BRK.B $502.24)
  • $502.24 P/E (TTM): 17.28X Cap: $1.08T
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• Uber Technologies Inc. (UBER $78.67)
  • $78.67 P/E (TTM): 10.17X Cap: $165.58B
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• Trane Technologies plc (TT $388.16)
  • $388.16 P/E (TTM): 29.43X Cap: $85.41B
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• RTX Corporation (RTX $181.61)
  • $181.61 P/E (TTM): 36.39X Cap: $239.04B
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• Snowflake Inc. (SNOW $221.28)
  • $221.28 Cap: $75.73B
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Q: hey guys happy new year hope all is well in my rrsp i currently have all Canadian equities. i would like to start adding some US content my 1st question would be is this even viable with the exchange or wait until its better. In current atmosphere i am thinking there would be more upside. My second question would be in what sector. I have been looking at TECH i.e. QTUM UBER NVDA AND SNOW.i would appreciate your thoughts and any equities you would suggest other than ones listed above.Thanks as always

Upvote 19

Read Answer Asked by michael on January 07, 2025

• A & W Food Services of Canada Inc. (AW $37.56)
  • $37.56 P/E (TTM): 32.22X Cap: $899M
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Q: I have owned AW.UN (and now AW) for years with significant capital gains and steady income. Since change of status as an income fund to a corporation it is slowly dropping. AW.UN used to follow this pattern and move back up. Anything about AW that could indicate long term sluggish performance?
Thanks.

Upvote 3

Read Answer Asked by Debrah on January 07, 2025

Q: RCKT Your thoughts, please!

Thanks,

Jim

Upvote 1

Read Answer Asked by Jim on January 07, 2025

• Grey Wolf Animal Health Corp. (WOLF $1.30)
  • $1.30 P/E (TTM): 43.33X Cap: $44M
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Q: Hi Peter, Can I get your opinion on Grey Wolf's latest acquisition and your thoughts on the company, the stock and its valuation. Also is it a buy at this level. Can you also comment on ROE and debt.

Thanks

Upvote 2

Read Answer Asked by Frank on January 07, 2025

• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $61.66)
  • $61.66 P/E (TTM): 5.9X Cap: $5.43B
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• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $36.68)
  • $36.68 P/E (TTM): 10.22X Cap: $3.62B
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• Hamilton Enhanced Canadian Covered Call ETF (HDIV $20.96)
  • $20.96 P/E (TTM): 17.13X Cap: $1.01B
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Q: Hello 51 and Happy New Year! I would like your opinion regarding the following ETFS : VDY, XDIV and HDIV. Considering MERs for each and total return on investment which one in your opinion is a better buy?

Thank you in advance for your response.

Upvote 3

Read Answer Asked by Yves on January 07, 2025

• Enghouse Systems Limited (ENGH $20.68)
  • $20.68 P/E (TTM): 15.68X Cap: $1.14B
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• Twilio Inc. Class A (TWLO $142.17)
  • $142.17 P/E (TTM): 356.97X Cap: $21.05B
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• Real Matters Inc. (REAL $5.88)
  • $5.88 Cap: $439M
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• Roblox Corporation Class A (RBLX $82.21)
  • $82.21 Cap: $58.89B
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• Educational Development Corporation (EDUC $1.31)
  • $1.31 Cap: $11M
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Q: Some flyers of mine that I’m interested in future prospects. Thoughts?

Upvote 1

Read Answer Asked by Colin I on January 07, 2025

• Vitalhub Corp. (VHI $9.15)
  • $9.15 P/E (TTM): 176.27X Cap: $575M
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Q: Greetings, would like your latest thinking on Vitalhub. I know you still like it. I know very little about technical analysis, but the chart lately looks a little different than past “dips”. In the past after a pullback it seemed to fairly quickly regain its upward momentum. Right now it seems to have stalled a bit and even make lower lows. I would like to think that maybe people are just taking some gains in the new tax year, but the valuation is making me a bit nervous if growth is slowing. Thanks for your insight.

Upvote 7

Read Answer Asked by Stephen R. on January 07, 2025

• Dollarama Inc. (DOL $201.08)
  • $201.08 P/E (TTM): 42.48X Cap: $55B
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• Descartes Systems Group Inc. (The) (DSG $122.62)
  • $122.62 P/E (TTM): 52.75X Cap: $10.53B
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• TFI International Inc. (TFII $147.18)
  • $147.18 P/E (TTM): 27.56X Cap: $12.25B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.51)
  • $62.51 P/E (TTM): 89.2X Cap: $138.58B
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• Lumine Group Inc. (LMN $26.97)
  • $26.97 P/E (TTM): 100.56X Cap: $6.74B
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Q: Happy New Year! I bought TFII in June and it's now at the same level. I was thinking of selling a chunk to reinvest in LMN, DSG, DOL and BN. What would your opinion on a hypothetical sell/buy be? How would you rank the purchase stocks? Happy 2025!

Upvote 11

Read Answer Asked by Lada on January 07, 2025

• Zedcor Inc. (ZDC $5.89)
  • $5.89 P/E (TTM): 407.14X Cap: $611M
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• Vitalhub Corp. (VHI $9.15)
  • $9.15 P/E (TTM): 176.27X Cap: $575M
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• MDA Space Ltd. (MDA $24.88)
  • $24.88 P/E (TTM): 28.64X Cap: $3.10B
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• dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL $10.95)
  • $10.95 Cap: $2.18B
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Q: I am looking at DNTL, ZDC, MDA AND VHI. Would appreciate your input and recommendations of which are good and which to avoid. Please put them in order of preference.

Donna

Upvote 8

Read Answer Asked by Donna on January 07, 2025

• Alimentation Couche-Tard Inc. (ATD $74.61)
  • $74.61 P/E (TTM): 19.16X Cap: $68.73B
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Q: Thoughts on ATD?

Upvote 7

Read Answer Asked by Colin I on January 07, 2025

• Amazon.com Inc. (AMZN $227.06)
  • $227.06 P/E (TTM): 31.25X Cap: $2.42T
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Q: YAMZ This ETF is yielding 8+% . What are the risks in holding it with regard to capital security?

Upvote 2

Read Answer Asked by Anthony on January 07, 2025