Investment Q&A

• BCE Inc. (BCE $32.35)
  • $32.35 P/E (TTM): 71.39X Cap: $30.57B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $55.13)
  • $55.13 P/E (TTM): 19.8X Cap: $30.01B
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• TELUS Corporation (T $20.62)
  • $20.62 P/E (TTM): 32.58X Cap: $31.57B
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Q: What is your opinion of Rogers Comm. today. How have they performed compared to the other Cdn. telcos. Is their future any different then BCE/Telus?
Would it effect their performance if they divested of their sports teams. Are the teams a distraction? or do they add to the bottom line. My opinion is they should concentrate on the telco business.
Thanks

Upvote 8

Read Answer Asked by Reg on June 11, 2024

• BMO Covered Call Canadian Banks ETF (ZWB $23.17)
  • $23.17 P/E (TTM): 11.56X
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• Recon Capital NASDAQ-100 Covered Call ETF (QYLD $17.42)
  • $17.42 P/E (TTM): 34.11X Cap: $8.14B
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• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.57)
  • $15.57 P/E (TTM): 9.31X Cap: $1.71B
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Q: Interested in your thoughts on this one .... Global X Russell 2000 Covered Call ETF (RYLD). What is the ROC level and any thoughts on the reason for the steady decline over the last 3 years. Also, would you consider it relatively "safe" for a retired investor ... maybe @ 5-7% of total portfolio value.

Upvote 5

Read Answer Asked by Randy on June 11, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $47.76)
  • $47.76 Cap: $19.13B
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Q: What are your thoughts on DeFi Technologies Inc.? Recently has been on a significant SP appreciation trend. Limited analyst coverage or commentary outside of company releases.

Upvote 2

Read Answer Asked by Brian on June 11, 2024

• Costco Wholesale Corporation (COST $920.18)
  • $920.18 P/E (TTM): 66.34X Cap: $404.36B
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• Booking Holdings Inc. (BKNG $5,080.21)
  • $5,080.21 P/E (TTM): 35.7X Cap: $163.61B
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Q: I am going to sell COST due to the CG tax change. I was going to repurchase it, but you have suggested that it may be overpriced. What other good quality US stock would be an alternative.

Upvote 3

Read Answer Asked by stephen on June 11, 2024

• Bank OZK (OZK $44.55)
  • $44.55 P/E (TTM): 7.41X Cap: $5.09B
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Q: Could you comment on OZK and their recent drop?

Thank you

Upvote 2

Read Answer Asked by Delbert on June 11, 2024

• ADF Group Inc. Subordinate Voting Shares (DRX $7.25)
  • $7.25 P/E (TTM): 6.15X Cap: $197M
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Q: 2 questions. 1st your thoughts on results announced today.

2nd. In the release the comany announced "the Corporation intends to enter into private agreements, within 30 days of June 12, 2024, with Jean, Pierre and Marise Paschini, members of the Board of Directors and the Corporation's management team". How should I as an investor view this announcement?
Thanks John

Upvote 12

Read Answer Asked by John on June 11, 2024

• Northland Power Inc. (NPI $25.35)
  • $25.35 Cap: $6.64B
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• BRP Inc. Subordinate Voting Shares (DOO $89.50)
  • $89.50 Cap: $6.56B
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• Knight Therapeutics Inc. (GUD $5.80)
  • $5.80 Cap: $577M
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 99.97X Cap: $324.46B
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• Tamarack Valley Energy Ltd. (TVE $6.22)
  • $6.22 P/E (TTM): 13.49X Cap: $3.13B
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• Galaxy Digital Inc. Class A common stock (GLXY $47.76)
  • $47.76 Cap: $19.13B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
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Q: Hi guys,

I hold these stocks GLXY, DOO, GUD, LSPD, NPI, SHOP and TVE, if it was your portfolio would you keep them?

thanks

Jim

Upvote 14

Read Answer Asked by jim on June 11, 2024

• Eurolife Brands Inc - Ordinary Shares (EURO)
  • P/E (TTM): -2.2X
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Q: Hello Peter & Team,

I was wondering if you might have any insights into the Euro€ all things considered (politically) in Europe right now? I am looking to travel in the next 45 days and will be purchasing approx. €5000 and was wondering if I should maybe wait a tad bit?

Thanks for all you do

gm

Upvote 1

Read Answer Asked by Gord on June 11, 2024

• Air Canada Voting and Variable Voting Shares (AC $18.24)
  • $18.24 P/E (TTM): 4.92X Cap: $5.36B
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• Goodfood Market Corp. (FOOD $0.28)
  • $0.28 Cap: $28M
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• CloudMD Software & Services Inc. (DOC $0.04)
  • $0.04 Cap: $10M
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• Unity Software Inc. (U $36.13)
  • $36.13 Cap: $15.69B
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• Upstart Holdings Inc. (UPST $44.96)
  • $44.96 Cap: $4.32B
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Q: Hi Guys,

Thinking of cleaning house, do see any reason to keep these U:US, FOOD.CA, DOC.CA, AC.CA and DOC.CA.

thanks

Jim

Upvote 6

Read Answer Asked by jim on June 11, 2024

• Diageo plc (DEO $91.00)
  • $91.00 P/E (TTM): 22.39X Cap: $52.54B
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Q: Long time holder of this stock. Could I get your opinion? Terrible trend. Would you dump it and move on? Long time holder and still up overall.

Thanx Ron

Upvote 3

Read Answer Asked by Ronald on June 11, 2024

• Enghouse Systems Limited (ENGH $20.48)
  • $20.48 P/E (TTM): 15.4X Cap: $1.12B
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Q: Please comment onQ results released this afternoon ,nd going forward. Add,Hold or Sell.Txs for U usual great services & views

Upvote 7

Read Answer Asked by Peter on June 11, 2024

Q: Is investing through wealthsimple as safe as investing through RBC direct investing, TD etc? Do they have same protections? Thanks.

Shyam

Upvote 5

Read Answer Asked by Shyam on June 11, 2024

• Sangoma Technologies Corporation (STC $6.92)
  • $6.92 Cap: $234M
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• Western Forest Products Inc. (WEF $11.80)
  • $11.80 Cap: $125M
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• Magellan Aerospace Corporation (MAL $17.10)
  • $17.10 P/E (TTM): 27.06X Cap: $1B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.44)
  • $27.44 P/E (TTM): 19.26X Cap: $661M
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• WELL Health Technologies Corp. (WELL $5.21)
  • $5.21 Cap: $1.27B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: I need to clean out the dogs and take some losses for tax purposes. In which order would you sell? Are there any keepers here?

Upvote 7

Read Answer Asked by kevin on June 11, 2024

• Advanced Micro Devices Inc. (AMD $254.84)
  • $254.84 P/E (TTM): 148.97X Cap: $428.96B
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• Celsius Holdings Inc. (CELH $60.13)
  • $60.13 P/E (TTM): 162.89X Cap: $15.83B
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Q: What is driving these stocks down today?

Upvote 9

Read Answer Asked by JR on June 11, 2024

• Boyd Group Services Inc. (BYD $221.49)
  • $221.49 P/E (TTM): 412.9X Cap: $4.75B
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Q: Hello, why has the stock performance on this been not so great lately? What are your thoughts on this in the near future? Thanks.

Shyam

Upvote 5

Read Answer Asked by Shyam on June 11, 2024

• Katipult Technology Corp. (FUND)
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Q: Can it survive? If so, are its prospects viable within 5 years?

Upvote 1

Read Answer Asked by David on June 11, 2024

• iShares Core MSCI EAFE IMI Index ETF (XEF $46.13)
  • $46.13 P/E (TTM): 12.7X Cap: $15.36B
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• iShares Core MSCI Emerging Markets IMI Index ETF (XEC $36.98)
  • $36.98 P/E (TTM): 10.91X Cap: $3.03B
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• Invesco Global Companies Fund Series F (AIM1517 $39.71)
  • $39.71 P/E (TTM): 22.6X
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Q: What do you think of AIM1517 for international exposure?

I have a couple of mutual funds left in my RRSP that I bought YEARS ago. I’m trying to decide if I should keep them or replace them with an ETF(s)? I currently hold XEC and XEF for international exposure. Is it worth keeping AIM1517 for international exposure, it’s 60%+ US stock so not sure how international it really is. Would something like XEC and XEF make more sense and provide better overall results? Is there a better ETF(s) I should be looking at for that goal?

Upvote 2

Read Answer Asked by Raymond on June 11, 2024

• Foran Mining Corporation (FOM $3.43)
  • $3.43 Cap: $1.80B
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Q: Can you list the top 10 mid to large cap TSX stocks that have the most capital gains for the past 10 years. The total amount of gains. Plus list the cumulative dividends for each if there are any

Upvote 2

Read Answer Asked by Kirby on June 11, 2024

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.09)
  • $75.09 P/E (TTM): 37.3X Cap: $124.49B
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Q: Everyone, my focus for many years has been growth stocks. I am now looking for a five or so dividend stocks with a growing dividend for a ten year hold. Any suggestions. Clayton

Upvote 15

Read Answer Asked by Clayton on June 11, 2024

• Cematrix Corporation (CVX $0.51)
  • $0.51 P/E (TTM): 36.5X Cap: $76M
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Q: Cematrix.This is a small Canadian company that manufactures and provides technologically advanced cellular concrete products. They seem to be getting some good contracts this year and have an interesting product. Please provide any comments. Thank you Gordo.

Upvote 2

Read Answer Asked by gord on June 11, 2024