Investment Q&A

• Public Storage (PSA $280.86)
  • $280.86 P/E (TTM): 31.5X Cap: $50.73B
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• Suncor Energy Inc. (SU $55.56)
  • $55.56 P/E (TTM): 11.97X Cap: $67.40B
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• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 22.89X Cap: $143.31B
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• Tourmaline Oil Corp. (TOU $60.40)
  • $60.40 P/E (TTM): 15.05X Cap: $22.62B
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Q: I am currently overweight energy and under in real estate. Which of the above three should I trim or sell completely? It seems ENB is as much utility as Energy and it's rather flat, for me. Love all the Energy dividends. The sole Realty I have is DIR.UN which I'm happy with. Which Canadian REIT's would you suggest and would I be better with a US or European REIT? If so, with one(s)? Many thanks

Upvote 5

Read Answer Asked by alex on March 12, 2024

• Imperial Oil Limited (IMO $127.84)
  • $127.84 P/E (TTM): 14.19X Cap: $65.07B
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• Canadian Natural Resources Limited (CNQ $44.67)
  • $44.67 P/E (TTM): 11.38X Cap: $93.30B
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• Tourmaline Oil Corp. (TOU $60.40)
  • $60.40 P/E (TTM): 15.05X Cap: $22.62B
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Q: I was thinking about rounding out my materials sector for income and was disappointed about the special dividend offered compared to last year. Are they shorter on free cash this year?
Also where do you see natural gas prices going in 2024 as this of course will be tied to their profits and hence share price?
Do you have any other suggestions with a decent dividend other then AEM and LIF?
Thanks
Jeff

Upvote 3

Read Answer Asked by JEFF on March 12, 2024

• Ag Growth International Inc. (AFN $35.59)
  • $35.59 Cap: $663M
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Q: AFN is seems to be making a big move since they reported earnings. In your opinion, were their earnings that good?

Upvote 1

Read Answer Asked by Edgar on March 12, 2024

• EQB Inc. (EQB $87.82)
  • $87.82 P/E (TTM): 9.91X Cap: $3.36B
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Q: Hi team
for the pull back recently
thinking of starting a partial position
what would be a good entry price?
dividend is safe? thanks
Michael

Upvote 6

Read Answer Asked by Michael on March 12, 2024

• Pembina Pipeline Corporation cumulative redeemable rate reset Class A preferred shares Series 17 (PPL.PR.Q $25.54)
  • $25.54 P/E (TTM): 17.67X Cap: $30.42B
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Q: on march 31 we can get 6.6% for 5 years or go to boc rate plus 3.01% which today is 7.991% what is your advice thank you brian

Upvote 2

Read Answer Asked by brian on March 12, 2024

• Abercrombie & Fitch Company (ANF $72.22)
  • $72.22 P/E (TTM): 6.92X Cap: $3.39B
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Q: Abercrombie and Fitch reported what I thought was a sterling quarter a couple of days ago. The stock dropped immediately and is now down about $12 so far since then. Could you please tell me what the market didn't like about their report?

Upvote 1

Read Answer Asked by John on March 12, 2024

• Alimentation Couche-Tard Inc. (ATD $70.70)
  • $70.70 P/E (TTM): 18.41X Cap: $66.50B
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Q: Can I please have your thoughts about this company’s future and overall prospects?

Thanks

Upvote 7

Read Answer Asked by David M. on March 12, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $121.88)
  • $121.88 P/E (TTM): 15.85X Cap: $27.34B
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• Emera Incorporated (EMA $67.80)
  • $67.80 P/E (TTM): 22.82X Cap: $20.29B
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• Trisura Group Ltd. (TSU $37.54)
  • $37.54 P/E (TTM): 15.01X Cap: $1.78B
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Q: I want to increase my position in the noted companies. Please give your order for doing so along with some reasons.
Much appreciated. ram

Upvote 3

Read Answer Asked by Ray on March 12, 2024

• Vanguard All-Equity ETF Portfolio (VEQT $53.90)
  • $53.90 P/E (TTM): 1.85X Cap: $9.63B
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Q: What do you think about this ETF?

Upvote 3

Read Answer Asked by David M. on March 12, 2024

• Capital Power Corporation cumulative minimum rate reset preference shares Series 11 (CPX.PR.K $25.00)
  • $25.00 P/E (TTM): 8.04X Cap: $3.22B
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Q: Hello Peter and Staff
This pref has been hovering near par for sometime . I was wondering if it is because people feel it will be redeemed due to the high expected renewal rate ? Has the company published their intention and if not what do you feel might happen?
Thanks for all you do
Dennis

Upvote 1

Read Answer Asked by Dennis on March 12, 2024

• Constellation Software Inc. (CSU $3,586.89)
  • $3,586.89 P/E (TTM): 84.2X Cap: $76.01B
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• Topicus.com Inc. (TOI $132.09)
  • $132.09 P/E (TTM): 66.39X Cap: $11.01B
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• Lumine Group Inc. (LMN $33.06)
  • $33.06 P/E (TTM): 124.27X Cap: $8.49B
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Q: Thanks for all of the great information you provide!
I have been fortunate enough to follow your information and belief in these three companies. I'm sure I am far from alone in having them make up a relatively large percentage of my portfolio due to their recent performance.
Should these 3 be considered separately or do I need to combine them as a percentage of my assets. I'm certain bad new for one will bring down the others at least temporarily but can they act on their own?
Thanks as always
Richard

Upvote 15

Read Answer Asked by Richard on March 12, 2024

• Brookfield Renewable Partners L.P. (BEP.UN $42.22)
  • $42.22 Cap: $27.77B
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Q: Wondering how much the ban on renewables in Alberta will hurt this company?
Thanks
Jeff

Upvote 4

Read Answer Asked by JEFF on March 12, 2024

• CS Disco Inc. (LAW $6.34)
  • $6.34 Cap: $391M
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Q: May I please have your opinion of CS Disco (LAW)?
With appreciation,
Ed

Upvote 1

Read Answer Asked by Ed on March 12, 2024

Q: Do you recommend buying any of these now, and if "yes" at what buy price pls? Thank you.

Upvote 3

Read Answer Asked by Ron on March 12, 2024

• Intuitive Surgical Inc. (ISRG $530.02)
  • $530.02 P/E (TTM): 74.87X Cap: $189.99B
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• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 58.99X Cap: $4.93T
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• Booking Holdings Inc. (BKNG $5,080.21)
  • $5,080.21 P/E (TTM): 35.39X Cap: $163.75B
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• AbbVie Inc. (ABBV $228.20)
  • $228.20 P/E (TTM): 107.72X Cap: $403.12B
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• Eli Lilly and Company (LLY $844.50)
  • $844.50 P/E (TTM): 53.17X Cap: $799.28B
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• lululemon athletica inc. (LULU $168.02)
  • $168.02 P/E (TTM): 11.62X Cap: $19.06B
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• Hilton Worldwide Holdings Inc. (HLT $260.18)
  • $260.18 P/E (TTM): 40.06X Cap: $62.97B
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• Crocs Inc. (CROX $82.54)
  • $82.54 P/E (TTM): 22.71X Cap: $4.50B
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Q: I have been watching NVDA grow to an ever more out-sized percentage of my portfolio, and have been meaning to trim, but have delayed while I consider where to put the money.

Can you recommend some US growth options in either the consumer cyclical or healthcare sectors? I have a 5-10 year time range.

Upvote 15

Read Answer Asked by Alex on March 12, 2024

• Doman Building Materials Group Ltd. (DBM $8.84)
  • $8.84 P/E (TTM): 10.15X Cap: $756M
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Q: please comment dbm earnings out after close today.
thank you.

Upvote 1

Read Answer Asked by howard on March 12, 2024

• ARC Resources Ltd. (ARX $25.79)
  • $25.79 P/E (TTM): 6.03X Cap: $15.08B
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Q: Space X launched first methane=tracking satellite to orbit last week and its function is to track methane leaks/emissions from the energy business world wide. Canada, I believe, is among the top stewards of natural gas (and oil) extraction, and for example, ARC resources has engaged a Canadian company and AI to monitor its emissions at site level. I don't believe all US Natural gas extraction has similar programs in place. My Question - do you think there could emerge a significant gap in market price between Methane emitters, and those that don't on a relative basis. Note - first results from satellite to be made public available early summer. Thank you again for your great service.
Glenn

Upvote 4

Read Answer Asked by Glenn on March 12, 2024

• New Fortress Energy Inc. (NFE $1.23)
  • $1.23 Cap: $375M
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Q: Hello. Would you consider this a buy, sell or hold? Please explain your reasoning for your viewpoint and what you like or don't like.

Upvote 1

Read Answer Asked by Tim on March 12, 2024

• Vermilion Energy Inc. (VET $10.38)
  • $10.38 Cap: $1.59B
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Q: May I have your thoughts on the turbulent stock, Vermilion Energy. In particular I am interested in Q4 2023 and the current metrics given the recent price drop. At what price would you consider taking an initial position? crystal ball - Do you anticipate another win-fall type tax coming in the EU?
With appreciation,
Ed

Upvote 1

Read Answer Asked by Ed on March 12, 2024

• Amazon.com Inc. (AMZN $222.86)
  • $222.86 P/E (TTM): 35.11X Cap: $2.37T
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• Visa Inc. (V $345.03)
  • $345.03 P/E (TTM): 33.33X Cap: $669.33B
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Q: Hi Folks,
I have trimmed my position in ATD and CNR - I am thinking about adding to AMZN or VISA. May I have your opinion as to which one would be the better buy today? This would be in my TFSA.
Thanks

Upvote 6

Read Answer Asked by JOHN on March 12, 2024