Investment Q&A

• Global X Canadian Oil and Gas Equity Covered Call ETF (ENCC $10.62)
  • $10.62 P/E (TTM): 6.67X Cap: $617M
  • View ENCC Profile
  • View Questions on ENCC
• Hamilton Energy YIELD MAXIMIZER TM ETF (EMAX $13.89)
  • $13.89 P/E (TTM): 13.84X Cap: $311M
  • View EMAX Profile
  • View Questions on EMAX

Q: I'm leaning towards emax in a cash account to diversify with the US holdings even though encc has a higher yield.

What are the tax implications of emax vs. encc.

emax writes in the money options on 30% of the holdings
I cannot find this data for encc

Thank you

Upvote 1

Read Answer Asked by JACK on August 13, 2024

• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $13.45)
  • $13.45 P/E (TTM): 19.3X Cap: $377M
  • View CSW.A Profile
  • View Questions on CSW.A

Q: Hello,

Can I please get your opinion of Corby Spirit and Wine after last week's drop in share price. Thanks

Dave

Upvote 2

Read Answer Asked by David on August 13, 2024

• iShares S&P/TSX SmallCap Index ETF (XCS $28.35)
  • $28.35 P/E (TTM): 1.05X Cap: $189M
  • View XCS Profile
  • View Questions on XCS
• iShares Russell 2000 ETF (IWM $244.85)
  • $244.85 P/E (TTM): 16.66X Cap: $69.52B
  • View IWM Profile
  • View Questions on IWM
• iShares Core S&P Small-Cap ETF (IJR $117.60)
  • $117.60 P/E (TTM): 17.32X Cap: $85.02B
  • View IJR Profile
  • View Questions on IJR

Q: I would like to buy a US small-cap ETF
Can you suggest the best two at this time with ranking and suggest an entry price if possible
Would you advise to also purchase XCS the Canadian small cap ETF
Thanks

Upvote 4

Read Answer Asked by Indra on August 13, 2024

• Cipher Pharmaceuticals Inc. (CPH $14.32)
  • $14.32 P/E (TTM): 22.12X Cap: $362M
  • View CPH Profile
  • View Questions on CPH
  • View Reports on CPH

Q: Earnings out probably not as meaningful as aquation but was there anything in earnings comments that you could elaborate on

Upvote 1

Read Answer Asked by andrew on August 13, 2024

• KKR & Co. Inc. (KKR $118.11)
  • $118.11 P/E (TTM): 56.45X Cap: $105.22B
  • View KKR Profile
  • View Questions on KKR
• Blackstone Inc. (BX $148.39)
  • $148.39 P/E (TTM): 40.14X Cap: $109.37B
  • View BX Profile
  • View Questions on BX
• Apollo Global Management Inc. (APO $123.45)
  • $123.45 P/E (TTM): 23.26X Cap: $70.61B
  • View APO Profile
  • View Questions on APO
• Ares Management Corporation Class A (ARES $147.29)
  • $147.29 P/E (TTM): 84.9X Cap: $48.12B
  • View ARES Profile
  • View Questions on ARES
• Brookfield Corporation Class A Limited Voting Shares (BN $64.03)
  • $64.03 P/E (TTM): 107.73X Cap: $143.65B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.09)
  • $75.09 P/E (TTM): 36.9X Cap: $122.97B
  • View BAM Profile
  • View Questions on BAM

Q: Hi group ...Can you explain the difference between private equity and private credit. Also how to patriciate in this sector and what is your top 3 picks to start positions?...Thanks for your help

Upvote 6

Read Answer Asked by Terence on August 13, 2024

• Adaptimmune Therapeutics plc (ADAP)
  • Cap: $14M
  • View ADAP Profile
  • View Questions on ADAP

Q: Greetings, can you please provide an analysis of the June 30/24 financial results and your assessment of future prospects. Would you rate it as a buy, hold or sell? Thank you.

Upvote 1

Read Answer Asked by Barbara on August 13, 2024

• e.l.f. Beauty Inc. (ELF $123.11)
  • $123.11 P/E (TTM): 74.7X Cap: $6.98B
  • View ELF Profile
  • View Questions on ELF

Q: Thoughts on ELF's latest quarter? Is it a buy/hold/sell? If a buy, what weighting would you apply in a growth portfolio?

Upvote 3

Read Answer Asked by Gooding on August 13, 2024

• BCE Inc. (BCE $32.35)
  • $32.35 P/E (TTM): 71.28X Cap: $30.16B
  • View BCE Profile
  • View Questions on BCE
• TELUS Corporation (T $20.62)
  • $20.62 P/E (TTM): 32.14X Cap: $31.65B
  • View T Profile
  • View Questions on T

Q: How safe is the dividend of Telus and BCE?

Upvote 8

Read Answer Asked by Danny on August 13, 2024

• Lumine Group Inc. (LMN $33.06)
  • $33.06 P/E (TTM): 124.27X Cap: $8.49B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Did lumine issue new stock in the past quarter? If so I guess they aren’t following the constellation playbook?

Upvote 7

Read Answer Asked by Cory on August 13, 2024

• Exchange Income Corporation (EIF $76.75)
  • $76.75 P/E (TTM): 30.15X Cap: $3.94B
  • View EIF Profile
  • View Questions on EIF

Q: Your thoughts on earnings and growth prospects for next 1-3 years

Upvote 7

Read Answer Asked by Bill on August 13, 2024

• Super Micro Computer Inc. (SMCI $50.37)
  • $50.37 P/E (TTM): 31.36X Cap: $29.93B
  • View SMCI Profile
  • View Questions on SMCI

Q: Can you please provide your opinion about starting a position in SMCI?

Upvote 5

Read Answer Asked by Gurdeep on August 13, 2024

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $63.65)
  • $63.65 P/E (TTM): 35.55X Cap: $4.34B
  • View XQQ Profile
  • View Questions on XQQ

Q: What happened to the price on Aug 8-9 it seems to have dropped 60 some odd %. I am hoping for a share split. I have not received any notification. Thanks

Upvote 2

Read Answer Asked by Gary on August 13, 2024

• Bank of Nova Scotia (The) (BNS $91.86)
  • $91.86 P/E (TTM): 17.52X Cap: $113.10B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• BCE Inc. (BCE $32.35)
  • $32.35 P/E (TTM): 71.28X Cap: $30.16B
  • View BCE Profile
  • View Questions on BCE
• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 22.89X Cap: $143.31B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TC Energy Corporation (TRP $70.62)
  • $70.62 P/E (TTM): 17.22X Cap: $73.39B
  • View TRP Profile
  • View Questions on TRP

Q: Is there any CAD dividend stock paying over 6% yield that you feel are safe and can be invested for a long-term.

Upvote 10

Read Answer Asked by Danny on August 13, 2024

• Hecla Mining Company (HL $12.90)
  • $12.90 P/E (TTM): 73.71X Cap: $8.64B
  • View HL Profile
  • View Questions on HL

Q: I have a few US dollars in my TFSA. Is Hecla Mining a buy here?

Upvote 1

Read Answer Asked by george on August 13, 2024

• Rogers Sugar Inc. (RSI $6.13)
  • $6.13 P/E (TTM): 12.49X Cap: $785M
  • View RSI Profile
  • View Questions on RSI

Q: Could you comment on results?

Upvote 2

Read Answer Asked by terrance on August 13, 2024

• Edwards Lifesciences Corporation (EW $83.48)
  • $83.48 P/E (TTM): 11.9X Cap: $49.01B
  • View EW Profile
  • View Questions on EW

Q: i've owned a half position in Edwards Lifesciences for several years in a basket of several important US medical companies. Certainly I see an opportunity to create a full position at these low levels. However I'm primarily a dividend investor close to retirement, and Edwards does not pay me a dividend. Is the company ever likely to pay a dividend ? What is the likely future for this company ten or twenty years out.

Upvote 2

Read Answer Asked by steve on August 13, 2024

• REV Group Inc. (REVG $53.84)
  • $53.84 P/E (TTM): 28.25X Cap: $2.62B
  • View REVG Profile
  • View Questions on REVG

Q: Thoughts on revg, thank you

Upvote 2

Read Answer Asked by Ada on August 13, 2024

• Lumine Group Inc. (LMN $33.06)
  • $33.06 P/E (TTM): 124.27X Cap: $8.49B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Why is Lumine collapsing?

Upvote 22

Read Answer Asked by Kim on August 13, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 100.1X Cap: $315.68B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Ero Copper Corp. (ERO $30.08)
  • $30.08 P/E (TTM): 15.71X Cap: $3.11B
  • View ERO Profile
  • View Questions on ERO
• Elastic N.V. (ESTC $88.39)
  • $88.39 Cap: $9.39B
  • View ESTC Profile
  • View Questions on ESTC
• Encore Energy Corp. (EU $4.57)
  • $4.57 Cap: $785M
  • View EU Profile
  • View Questions on EU
• Vertiv Holdings LLC Class A (VRT $193.76)
  • $193.76 P/E (TTM): 95.34X Cap: $73.98B
  • View VRT Profile
  • View Questions on VRT
• Lumine Group Inc. (LMN $33.06)
  • $33.06 P/E (TTM): 124.27X Cap: $8.49B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN
• Nextracker Inc. (NXT $99.12)
  • $99.12 P/E (TTM): 27.98X Cap: $14.66B
  • View NXT Profile
  • View Questions on NXT

Q: I'm looking to raise some cash by selling a combination of stocks. In what order would you sell from this particular list?

Upvote 10

Read Answer Asked by Alfred on August 13, 2024

• Sienna Senior Living Inc. (SIA $18.84)
  • $18.84 P/E (TTM): 47.5X Cap: $1.75B
  • View SIA Profile
  • View Questions on SIA

Q: Have held Sienna for about 4 years, and despite some ups and downs, currently have some decent capital gains on top of the nice dividend. I have been considering selling it, but now notice there is a new issue. Could you comment on the purpose of the new issue and if you consider Sienna a hold or sell. This is in an RSP, so no tax implications.
Thank-you

Upvote 1

Read Answer Asked by grant on August 13, 2024