Investment Q&A

• KKR & Co. Inc. (KKR $101.64)
  • $101.64 P/E (TTM): 43.9X Cap: $90.60B
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• Blackstone Inc. (BX $125.76)
  • $125.76 P/E (TTM): 38.08X Cap: $92.86B
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• Apollo Global Management Inc. (APO $118.34)
  • $118.34 P/E (TTM): 18.27X Cap: $72.46B
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• Ares Management Corporation Class A (ARES $129.85)
  • $129.85 P/E (TTM): 57.65X Cap: $42.44B
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.25)
  • $63.25 P/E (TTM): 95.7X Cap: $142.01B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $68.57)
  • $68.57 P/E (TTM): 33.42X Cap: $110.44B
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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)
  • Cap: $14M
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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 $91.13)
  • $91.13 P/E (TTM): 49.74X Cap: $5.38B
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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 $35.01)
  • $35.01 P/E (TTM): 5.29X Cap: $32.64B
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• TELUS Corporation (T $18.54)
  • $18.54 P/E (TTM): 24.13X Cap: $28.94B
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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 $18.64)
  • $18.64 P/E (TTM): 70.94X Cap: $4.78B
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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 $100.65)
  • $100.65 P/E (TTM): 37.24X Cap: $5.46B
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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 $32.16)
  • $32.16 P/E (TTM): 21.85X Cap: $17.79B
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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 $60.95)
  • $60.95 P/E (TTM): 30.32X Cap: $4.10B
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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 $104.34)
  • $104.34 P/E (TTM): 25.56X Cap: $129.54B
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• BCE Inc. (BCE $35.01)
  • $35.01 P/E (TTM): 5.29X Cap: $32.64B
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• Enbridge Inc. (ENB $70.65)
  • $70.65 P/E (TTM): 26.66X Cap: $154.15B
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• TC Energy Corporation (TRP $85.63)
  • $85.63 P/E (TTM): 25.91X Cap: $85.63B
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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 $22.79)
  • $22.79 P/E (TTM): 68.81X Cap: $15.27B
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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 $6.57)
  • $6.57 P/E (TTM): 11.73X Cap: $842M
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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 $78.92)
  • $78.92 P/E (TTM): 34.04X Cap: $45.79B
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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)
  • P/E (TTM): 33.65X Cap: $3.11B
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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 $18.64)
  • $18.64 P/E (TTM): 70.94X Cap: $4.78B
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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 $169.61)
  • $169.61 P/E (TTM): 131.93X Cap: $221.19B
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• Ero Copper Corp. (ERO $40.64)
  • $40.64 P/E (TTM): 22.99X Cap: $4.22B
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• Elastic N.V. (ESTC $62.06)
  • $62.06 Cap: $6.53B
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• Encore Energy Corp. (EU $3.61)
  • $3.61 Cap: $677M
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• Vertiv Holdings LLC Class A (VRT $243.06)
  • $243.06 P/E (TTM): 91.78X Cap: $92.93B
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• Lumine Group Inc. (LMN $18.64)
  • $18.64 P/E (TTM): 70.94X Cap: $4.78B
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• Nextpower Inc. (NXT $116.05)
  • $116.05 P/E (TTM): 31.84X Cap: $17.23B
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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 $23.08)
  • $23.08 P/E (TTM): 52.0X Cap: $2.16B
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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 $204.86)
  • $204.86 P/E (TTM): 28.56X Cap: $2.19T
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• Costco Wholesale Corporation (COST $987.82)
  • $987.82 P/E (TTM): 69.22X Cap: $438.46B
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• Alphabet Inc. (GOOGL $302.85)
  • $302.85 P/E (TTM): 28.06X Cap: $3.66T
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• Microsoft Corporation (MSFT $398.46)
  • $398.46 P/E (TTM): 24.99X Cap: $2.95T
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• Constellation Software Inc. (CSU $2,415.33)
  • $2,415.33 P/E (TTM): 55.72X Cap: $50.37B
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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 $227.02)
  • $227.02 P/E (TTM): 33.73X Cap: $29.65B
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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