Investment Q&A

• KKR & Co. Inc. (KKR $138.71)
  • $138.71 P/E (TTM): 65.64X Cap: $126.30B
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• Blackstone Inc. (BX $169.50)
  • $169.50 P/E (TTM): 44.05X Cap: $125.67B
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• Apollo Global Management Inc. (APO $133.89)
  • $133.89 P/E (TTM): 25.2X Cap: $76.76B
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• Ares Management Corporation Class A (ARES $178.13)
  • $178.13 P/E (TTM): 135.77X Cap: $59.15B
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• Brookfield Corporation Class A Limited Voting Shares (BN $89.97)
  • $89.97 P/E (TTM): 150.4X Cap: $136.36B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $83.33)
  • $83.33 P/E (TTM): 40.67X Cap: $134.41B
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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 $0.06)
  • $0.06 Cap: $15M
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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 $113.94)
  • $113.94 P/E (TTM): 68.42X Cap: $6.59B
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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 $34.98)
  • $34.98 P/E (TTM): 77.65X Cap: $32.86B
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• TELUS Corporation (T $22.89)
  • $22.89 P/E (TTM): 35.95X Cap: $35.21B
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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 $47.41)
  • $47.41 P/E (TTM): 176.19X Cap: $12.50B
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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 $72.89)
  • $72.89 P/E (TTM): 28.54X Cap: $3.78B
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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 $44.07)
  • $44.07 P/E (TTM): 23.12X Cap: $26.18B
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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 $58.14)
  • $58.14 P/E (TTM): 98.54X Cap: $3.80B
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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 $79.53)
  • $79.53 P/E (TTM): 16.5X Cap: $99.05B
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• BCE Inc. (BCE $34.98)
  • $34.98 P/E (TTM): 77.65X Cap: $32.86B
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• Enbridge Inc. (ENB $66.01)
  • $66.01 P/E (TTM): 23.44X Cap: $144.66B
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• TC Energy Corporation (TRP $70.40)
  • $70.40 P/E (TTM): 17.55X Cap: $73.58B
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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 $7.86)
  • $7.86 P/E (TTM): 64.08X Cap: $5.28B
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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 $6.42)
  • $6.42 P/E (TTM): 13.04X Cap: $818M
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Q: Could you comment on results?

Upvote 2

Read Answer Asked by terrance on August 13, 2024

• Edwards Lifesciences Corporation (EW $80.86)
  • $80.86 P/E (TTM): 11.68X Cap: $48.04B
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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 $53.69)
  • $53.69 P/E (TTM): 26.83X Cap: $2.55B
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Q: Thoughts on revg, thank you

Upvote 2

Read Answer Asked by Ada on August 13, 2024

• Lumine Group Inc. (LMN $47.41)
  • $47.41 P/E (TTM): 176.19X Cap: $12.50B
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Q: Why is Lumine collapsing?

Upvote 22

Read Answer Asked by Kim on August 13, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.87)
  • $194.87 P/E (TTM): 77.53X Cap: $255.35B
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• Ero Copper Corp. (ERO $19.82)
  • $19.82 P/E (TTM): 10.4X Cap: $2.06B
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• Elastic N.V. (ESTC $78.97)
  • $78.97 Cap: $8.44B
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• Encore Energy Corp. (EU $3.18)
  • $3.18 Cap: $611M
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• Vertiv Holdings LLC Class A (VRT $125.02)
  • $125.02 P/E (TTM): 73.59X Cap: $48.10B
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• Lumine Group Inc. (LMN $47.41)
  • $47.41 P/E (TTM): 176.19X Cap: $12.50B
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• Nextracker Inc. (NXT $67.59)
  • $67.59 P/E (TTM): 18.02X Cap: $10.17B
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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 $17.73)
  • $17.73 P/E (TTM): 44.93X Cap: $1.65B
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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

• Amazon.com Inc. (AMZN $227.94)
  • $227.94 P/E (TTM): 33.83X Cap: $2.44T
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• Costco Wholesale Corporation (COST $941.58)
  • $941.58 P/E (TTM): 56.64X Cap: $425.09B
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• Alphabet Inc. (GOOGL $208.49)
  • $208.49 P/E (TTM): 21.3X Cap: $2.49T
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• Microsoft Corporation (MSFT $504.26)
  • $504.26 P/E (TTM): 36.97X Cap: $3.77T
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• Constellation Software Inc. (CSU $4,470.99)
  • $4,470.99 P/E (TTM): 110.08X Cap: $96.41B
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Q: Hi Folks,
I have some cash to deploy in my non registered account. I am looking at adding to CSU, AMZN, GOOGL, MSFT or COST. Would you please rank in order of adding to at current prices.
Thanks

Upvote 9

Read Answer Asked by JOHN on August 13, 2024

• WSP Global Inc. (WSP $280.44)
  • $280.44 P/E (TTM): 46.0X Cap: $37.31B
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Q: Any brief comments as it is after business hours, on the WSP acquisition and financing via receipts?

Upvote 12

Read Answer Asked by Aaron on August 12, 2024

Q: Good Morning,

The portfolioès update dated August 8, is the July report. Take this private if you wish.

Upvote 2

Read Answer Asked by Kelly on August 12, 2024

Q: Good day,

I am selling some positions and want build up cash. I have put it into TDB2914 Premium MMF at 4.52%. Is there any bettter options? How about a bond ETF?

Thanks,
George

Upvote 3

Read Answer Asked by George on August 12, 2024