Investment Q&A

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $139.40)
  • $139.40 P/E (TTM): 20.83X Cap: $1.65B
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• Crocs Inc. (CROX $82.34)
  • $82.34 P/E (TTM): 22.25X Cap: $4.49B
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• Aspen Aerogels Inc. (ASPN $8.31)
  • $8.31 Cap: $684M
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• ADF Group Inc. Subordinate Voting Shares (DRX $7.38)
  • $7.38 P/E (TTM): 6.34X Cap: $207M
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• Vertiv Holdings LLC Class A (VRT $175.73)
  • $175.73 P/E (TTM): 83.25X Cap: $67.10B
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• TransMedics Group Inc. (TMDX $119.90)
  • $119.90 P/E (TTM): 60.57X Cap: $4.08B
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Q: Can you provide a few aggressive names you like Can or US for a TFSA? Thanks

Upvote 25

Read Answer Asked by Terry on May 23, 2024

• Harvest Premium Yield Treasury ETF (HPYT.U $9.47)
  • $9.47 Cap: $24M
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Q: Could you please provide your thoughts on this relatively new ETF and comment on it's ability to maintain the relatively high monthly distributions without eroding the net asset value. Do they have a solid strategy?

Upvote 2

Read Answer Asked by Will on May 23, 2024

• Super Micro Computer Inc. (SMCI $55.04)
  • $55.04 P/E (TTM): 31.06X Cap: $32.70B
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Q: I thought I would wait till NVDA reported to ask my question. I bought a position SMCI (25) shares in the the mid $6's thinking this would be a short-term momentum play. Now I'm thinking, do I stay the course for 1-2 years and ride this volatile stock even longer? Your thoughts please. Thank you David

Upvote 7

Read Answer Asked by David on May 23, 2024

• NVIDIA Corporation (NVDA $182.64)
  • $182.64 P/E (TTM): 52.2X Cap: $4.43T
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Q: Hi,

I doubt I'm the first (or last LOL) to ask but thoughts on NVDA's quarter and most importantly forward guidance? I thought the numbers were decent. The stock is up 5% after market.

Thank you,

Michael

Upvote 7

Read Answer Asked by Michael on May 23, 2024

• Alphabet Inc. (GOOG $257.02)
  • $257.02 P/E (TTM): 27.06X Cap: $3.10T
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• NVIDIA Corporation (NVDA $182.64)
  • $182.64 P/E (TTM): 52.2X Cap: $4.43T
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Q: Please comments on their earnings. They announced a split of shares and I hold CDR shares. Is that means CDR shares will be split too.

How does split work if you hold shares on CDR.

Thanks for your great service

Upvote 4

Read Answer Asked by Hector on May 23, 2024

Q: Why did the price of gold rise so dramatically from Feb 2024 until the present? Where is the price of gold going next?

Upvote 4

Read Answer Asked by Ron on May 22, 2024

• Ares Management Corporation Class A (ARES $146.61)
  • $146.61 P/E (TTM): 80.02X Cap: $47.89B
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.31)
  • $63.31 P/E (TTM): 103.29X Cap: $142.03B
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Q: 3i Group PLC: ticker TGOPY ADR, pink sheets.
Not sure if you wish to provide any high level comments on this foreign company.
Long term price performance looks very good and it seem like a good valuation to me. Do you seen any red flags? Any comments would be appreciated because it seems like a good 2% position to have in a TFSA. Thanks

Upvote 1

Read Answer Asked by Ian on May 22, 2024

• Amazon.com Inc. (AMZN $216.48)
  • $216.48 P/E (TTM): 32.48X Cap: $2.30T
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• Netflix Inc. (NFLX $1,238.56)
  • $1,238.56 P/E (TTM): 51.1X Cap: $526.29B
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• The Walt Disney Company (DIS $111.96)
  • $111.96 P/E (TTM): 17.32X Cap: $201.29B
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• Sony Group Corporation American Depositary Shares (SONY $29.19)
  • $29.19 P/E (TTM): 23.38X Cap: $175.86B
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Q: What are the prospects for SONY going forward, and are you still comfortable with a long term hold in DIS?

Upvote 4

Read Answer Asked by Zara on May 22, 2024

• NFI Group Inc. (NFI $13.82)
  • $13.82 Cap: $1.64B
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Q: Hello,
I have a large loss - now small position - in NFI. Is it a good time to move on? Even if it moves significantly higher it does not really impacts my overall portfolio. Thank you for your service.

Upvote 1

Read Answer Asked by Pierre on May 22, 2024

• Royal Bank of Canada (RY $206.21)
  • $206.21 P/E (TTM): 15.45X Cap: $289.72B
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• Toronto-Dominion Bank (The) (TD $112.07)
  • $112.07 P/E (TTM): 9.37X Cap: $191.32B
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• Bank of Nova Scotia (The) (BNS $89.87)
  • $89.87 P/E (TTM): 17.18X Cap: $111.58B
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• Bank of Montreal (BMO $176.49)
  • $176.49 P/E (TTM): 14.55X Cap: $126.42B
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• Canadian Imperial Bank Of Commerce (CM $113.34)
  • $113.34 P/E (TTM): 13.59X Cap: $105.34B
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• National Bank of Canada (NA $152.48)
  • $152.48 P/E (TTM): 14.82X Cap: $59.76B
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Q: Hello,

What are your recommendations for Canadian banks for a TFSA with a 15+ year horizon?

Upvote 10

Read Answer Asked by Luc on May 22, 2024

• Toronto-Dominion Bank (The) (TD $112.07)
  • $112.07 P/E (TTM): 9.37X Cap: $191.32B
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Q: I read a more detailed US legal article on the TD money laundering scandal in NY/NJ and was quite disturbed. It has been a core holding of mine for a full decade. Thinking of taking it down from a full to a half position while the DOJ probe and further sanctions play out. Would you caution against this at this time (with damage already done to stock) or do you think its a prudent move?

Upvote 6

Read Answer Asked by Patrick on May 22, 2024

• Amazon.com Inc. (AMZN $216.48)
  • $216.48 P/E (TTM): 32.48X Cap: $2.30T
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• ASGN Incorporated (ASGN $46.64)
  • $46.64 P/E (TTM): 14.63X Cap: $2.04B
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Q: I own ASGN:US and is still down 20% after the 5% gain so far this year. Is it worth keeping? Would you sell it and add to AMZN:US?

Upvote 1

Read Answer Asked by Larry M. on May 22, 2024

Q: Could you share your thoughts on this ETF, how does it work? Do you think if it is a good long term investment? Thank you.

Upvote 3

Read Answer Asked by David on May 22, 2024

• Sun Life Financial Inc. (SLF $85.84)
  • $85.84 P/E (TTM): 15.52X Cap: $48.79B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $122.12)
  • $122.12 P/E (TTM): 16.12X Cap: $27.40B
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• Constellation Software Inc. (CSU $3,709.99)
  • $3,709.99 P/E (TTM): 92.98X Cap: $78.62B
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• Dollarama Inc. (DOL $183.00)
  • $183.00 P/E (TTM): 40.48X Cap: $50.57B
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• WSP Global Inc. (WSP $281.22)
  • $281.22 P/E (TTM): 44.98X Cap: $36.70B
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Q: Please recommend the name of 5 TSX stocks, for starting a $100k retirement fund, earning 10% on dividends + appreciation, relatively low risk. Thank you.

Upvote 14

Read Answer Asked by Ron on May 22, 2024

• Microsoft Corporation (MSFT $516.79)
  • $516.79 P/E (TTM): 37.65X Cap: $3.84T
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• Berkshire Hathaway Inc. (BRK.B $494.08)
  • $494.08 P/E (TTM): 0.01X Cap: $1.06T
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Q: Hi,
I'm just reading about Gates joining Buffett in selling what seems to me to be a large amount of the above noted stocks, and I'm wondering if you've any thoughts on it. Is this typical for these two powerhouse guys to do this every once in a while, or might this time be different? Given the political situation in the US and other, global issues, I have to wonder if they are in a better position than most to have insight on something. I realize this is a speculative question, but would still value your opinion - many thanks!
Dawn

Upvote 6

Read Answer Asked by Dawn on May 22, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $231.35)
  • $231.35 P/E (TTM): 88.56X Cap: $300.60B
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Q: Whats moving this today?

Thx

Upvote 7

Read Answer Asked by blake on May 22, 2024

• Vanguard Growth ETF (VUG $484.70)
  • $484.70 P/E (TTM): 36.49X Cap: $177.75B
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Q: What is your opinion of VUG vs SCHG? SCHG has a higher morningstar rating (5 stars) than VUG (4 stars). SCHG has lower MER, VUG has higher AUM. What do you think?

Upvote 3

Read Answer Asked by Steven on May 22, 2024

Q: Why did the price of oil increase dramatically between Dec 2023 and April 2024? Where is the price of oil going next?

Upvote 2

Read Answer Asked by Ron on May 22, 2024

• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.11X Cap: $3.71B
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• Algoma Steel Group Inc. (ASTL $5.59)
  • $5.59 Cap: $586M
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Q: Given the chance of a second Trump Presidency and the likelihood of tariffs, loss of democracy and full on graft and favouritism what Canadian companies are likely to thrive or at a minimum survive? Is there a defensive strategy that would work for either result in the election or is it one direction with Trump and another with Biden?

Upvote 4

Read Answer Asked by Stephen on May 22, 2024

• Enbridge Inc. (ENB $66.24)
  • $66.24 P/E (TTM): 23.19X Cap: $144.46B
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• Canadian Natural Resources Limited (CNQ $42.23)
  • $42.23 P/E (TTM): 10.71X Cap: $88.20B
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• TC Energy Corporation (TRP $72.33)
  • $72.33 P/E (TTM): 17.67X Cap: $75.17B
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Q: Hi folks
I am thinking of selling TRP and ENB and replacing them with CNQ in my TFSA.
May I have your opinion on the switch. Just looking for a little more growth.
Thanks,

Upvote 4

Read Answer Asked by JOHN on May 22, 2024