Investment Q&A

• KKR & Co. Inc. (KKR $131.00)
  • $131.00 P/E (TTM): 55.69X Cap: $116.76B
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• Blackstone Inc. (BX $155.16)
  • $155.16 P/E (TTM): 44.65X Cap: $114.57B
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• Apollo Global Management Inc. (APO $148.37)
  • $148.37 P/E (TTM): 21.33X Cap: $86.11B
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• Ares Management Corporation Class A (ARES $168.74)
  • $168.74 P/E (TTM): 71.29X Cap: $55.15B
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.32)
  • $63.32 P/E (TTM): 90.68X Cap: $142.55B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.74)
  • $72.74 P/E (TTM): 33.01X Cap: $117.16B
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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 $78.46)
  • $78.46 P/E (TTM): 56.65X Cap: $4.67B
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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 $31.13)
  • $31.13 P/E (TTM): 4.73X Cap: $29.02B
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• TELUS Corporation (T $17.43)
  • $17.43 Cap: $26.98B
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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 $27.51)
  • $27.51 P/E (TTM): 102.67X Cap: $7.05B
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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 $84.53)
  • $84.53 P/E (TTM): 31.23X Cap: $4.58B
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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 $30.76)
  • $30.76 P/E (TTM): 24.5X Cap: $18.36B
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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 $63.15)
  • $63.15 P/E (TTM): 19.95X Cap: $4.24B
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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 $101.04)
  • $101.04 P/E (TTM): 24.67X Cap: $125.44B
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• BCE Inc. (BCE $31.13)
  • $31.13 P/E (TTM): 4.73X Cap: $29.02B
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• Enbridge Inc. (ENB $64.99)
  • $64.99 P/E (TTM): 24.63X Cap: $141.76B
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• TC Energy Corporation (TRP $76.46)
  • $76.46 P/E (TTM): 23.15X Cap: $79.59B
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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 $20.30)
  • $20.30 P/E (TTM): 61.47X Cap: $13.60B
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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 $6.04)
  • $6.04 P/E (TTM): 12.66X Cap: $774M
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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 $86.23)
  • $86.23 P/E (TTM): 37.3X Cap: $50.03B
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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 $62.35)
  • $62.35 P/E (TTM): 32.27X Cap: $3.04B
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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 $27.51)
  • $27.51 P/E (TTM): 102.67X Cap: $7.05B
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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 $232.12)
  • $232.12 P/E (TTM): 148.46X Cap: $302.05B
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• Ero Copper Corp. (ERO $37.50)
  • $37.50 P/E (TTM): 19.91X Cap: $3.83B
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• Elastic N.V. (ESTC $76.99)
  • $76.99 Cap: $8.11B
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• Encore Energy Corp. (EU $3.50)
  • $3.50 Cap: $747M
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• Vertiv Holdings LLC Class A (VRT $166.26)
  • $166.26 P/E (TTM): 60.31X Cap: $63.56B
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• Lumine Group Inc. (LMN $27.51)
  • $27.51 P/E (TTM): 102.67X Cap: $7.05B
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• Nextpower Inc. (NXT $91.04)
  • $91.04 P/E (TTM): 23.04X Cap: $13.70B
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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 $20.92)
  • $20.92 P/E (TTM): 46.87X Cap: $1.96B
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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 $232.14)
  • $232.14 P/E (TTM): 32.11X Cap: $2.48T
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• Costco Wholesale Corporation (COST $854.79)
  • $854.79 P/E (TTM): 61.42X Cap: $379.41B
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• Alphabet Inc. (GOOGL $314.35)
  • $314.35 P/E (TTM): 30.32X Cap: $3.73T
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• Microsoft Corporation (MSFT $486.85)
  • $486.85 P/E (TTM): 34.49X Cap: $3.61T
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• Constellation Software Inc. (CSU $3,331.32)
  • $3,331.32 P/E (TTM): 77.96X Cap: $70.59B
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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 $251.20)
  • $251.20 P/E (TTM): 37.28X Cap: $32.80B
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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