Investment Q&A

• State Street SPDR S&P 500 ETF Trust (SPY $685.13)
  • $685.13 P/E (TTM): 26.17X Cap: $692.15B
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• INVESCO QQQ Trust (QQQ $610.75)
  • $610.75 P/E (TTM): 30.22X Cap: $391.17B
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• Vanguard Total International Stock (VXUS $80.34)
  • $80.34 P/E (TTM): 1.83X Cap: $114.38B
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• Vanguard FTSE All-World ex-US ETF (VEU $78.43)
  • $78.43 P/E (TTM): 9.77X Cap: $51.33B
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• Berkshire Hathaway Inc. (BRK.B $487.48)
  • $487.48 P/E (TTM): 15.35X Cap: $1.03T
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Q: My portfolio is now heavily weighted to the US.

Can you recommend an ETF or 2 that would compliment my existing investments?

Thanks
Mark

Upvote 3

Read Answer Asked by Mark on November 21, 2024

Q: Hi
I only saw two 5-6 minute videos of Peter's BNN Market Call interview. Is there more available, such as the Q+A? It was an inviting discussion and I'm interested to follow the rest of it. Many thanks.

Upvote 12

Read Answer Asked by TOM on November 21, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $33.20)
  • $33.20 Cap: $11.03B
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Q: Hi 5i,
Could you elaborate further on Davids question concerning the $300 M private notes issuing and how it affects the share price. I do not really understand how the notes work and would appreciate it if you could provide a short laymans explanation. Not sure if I am asking this question correctly but Does it set a specific share price that these note holders can acquire shares at... ?

thx

Upvote 6

Read Answer Asked by jim on November 20, 2024

• Nations Royalty Corp. (NRC $1.20)
  • $1.20 Cap: $189M
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Q: I read a small “newspaper” article on this relatively newly listed venture and wondered if you had any thoughts on it. It is still smaller cap than I think you find investable, but it strikes me that it has some possible tailwinds and potential for growth?

Upvote 3

Read Answer Asked by Stephen R. on November 20, 2024

• Booking Holdings Inc. (BKNG $4,253.58)
  • $4,253.58 P/E (TTM): 25.16X Cap: $131.56B
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• Canadian National Railway Company (CNR $151.18)
  • $151.18 P/E (TTM): 20.96X Cap: $92.90B
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• Canadian Pacific Kansas City Limited (CP $118.41)
  • $118.41 P/E (TTM): 27.1X Cap: $108.05B
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• Constellation Software Inc. (CSU $2,650.66)
  • $2,650.66 P/E (TTM): 60.17X Cap: $57.07B
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• Restaurant Brands International Inc. (QSR $97.42)
  • $97.42 P/E (TTM): 30.75X Cap: $44.84B
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• Celestica Inc. (CLS $369.19)
  • $369.19 P/E (TTM): 44.59X Cap: $40.38B
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• Alimentation Couche-Tard Inc. (ATD $82.77)
  • $82.77 P/E (TTM): 22.03X Cap: $75.58B
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• Premium Brands Holdings Corporation (PBH $100.83)
  • $100.83 P/E (TTM): 70.65X Cap: $4.53B
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• TerraVest Industries Inc. (TVK $143.82)
  • $143.82 Cap: $3.05B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $183.17)
  • $183.17 P/E (TTM): 29.5X Cap: $2.22B
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• Ulta Beauty Inc. (ULTA $661.34)
  • $661.34 P/E (TTM): 25.99X Cap: $29.67B
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• Vitalhub Corp. (VHI $8.25)
  • $8.25 P/E (TTM): 161.96X Cap: $528M
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• Construction Partners Inc. (ROAD $136.00)
  • $136.00 P/E (TTM): 62.4X Cap: $7.64B
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• LendingTree Inc. (TREE $47.36)
  • $47.36 P/E (TTM): 37.0X Cap: $639M
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• Uber Technologies Inc. (UBER $76.65)
  • $76.65 P/E (TTM): 16.06X Cap: $157.15B
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• Vertiv Holdings LLC Class A (VRT $251.28)
  • $251.28 P/E (TTM): 75.59X Cap: $93.52B
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• Airbnb Inc. (ABNB $135.54)
  • $135.54 P/E (TTM): 33.07X Cap: $80.98B
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• Cellebrite DI Ltd. (CLBT $14.16)
  • $14.16 Cap: $3.29B
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• AppFolio Inc. (APPF $188.26)
  • $188.26 P/E (TTM): 46.55X Cap: $6.39B
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• UFP Technologies Inc. (UFPT $203.99)
  • $203.99 P/E (TTM): 23.32X Cap: $1.57B
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Q: What are your current top 5 US and Canadian growth and value stocks to purchase for long term?
Thanks

Upvote 54

Read Answer Asked by Ben on November 20, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $176.75)
  • $176.75 P/E (TTM): 129.35X Cap: $217.35B
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Q: Now that the dust settled after Q results and SHOP drifted a bit lower would you view it as a good entry point? Would you expect it to grow faster then the Amazon stock?
There was very positive Barron’s article on Nov 12th.

Upvote 8

Read Answer Asked by JR on November 20, 2024

• Solaris Resources Inc. (SLS $13.97)
  • $13.97 Cap: $2.24B
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Q: Hello, today (Nov 20, 2024), SLS is moving up strongly on news that the final steps to complete emigration by year-end is on track, It appears they are shutting down their Canadian office and moving to Switzerland. Is this the reason for the large move? It does not seem to be related to copper as CS and TECK are essentially unchanged. Why would this type of move cause such a move? Perhaps there is another reason. Thanks.

Upvote 1

Read Answer Asked by Mark on November 20, 2024

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $43.88)
  • $43.88 P/E (TTM): 16.81X Cap: $1.15B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $67.05)
  • $67.05 P/E (TTM): 12.53X Cap: $6.60B
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• CI Canada Quality Dividend Growth Index ETF (DGRC $52.66)
  • $52.66 P/E (TTM): 14.35X Cap: $849M
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Q: I am nearing retirement and planning to rebalance my taxable portfolio towards Canadian dividend stocks and ETFs, so that I can live off CPP and eligible dividends in retirement. What are your favorite Canadian ETFs where all distributions are treated as eligible dividends? You recommended CDZ many times, is it still your favorite?

Upvote 10

Read Answer Asked by Tim on November 20, 2024

• Cirrus Logic Inc. (CRUS $137.81)
  • $137.81 P/E (TTM): 18.82X Cap: $7.32B
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Q: What's going on with this company?
Is it a buy?

Upvote 1

Read Answer Asked by Danielle on November 20, 2024

Q: hi. this "question" section seems heavily populated with the latest/greatest growth stocks-ie tech, AI, crypto etc. Can you provide some insight on where you see value outside of these frenzied trades? can you include comments on 1)regions - Canada, USA, Europe, Asia, China, emerging markets etc. 2) industry 3) small vs medium vs large cap.
cheers, Chris

Upvote 8

Read Answer Asked by chris on November 20, 2024

• Viemed Healthcare Inc. (VMD $9.08)
  • $9.08 P/E (TTM): 26.82X Cap: $340M
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Q: I have held VMD for some time and seen it rise and fall. Is it time to cash out?
Thanks,
Guy

Upvote 1

Read Answer Asked by Guy on November 20, 2024

• Royal Bank of Canada (RY $226.41)
  • $226.41 P/E (TTM): 15.48X Cap: $316.70B
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• Toronto-Dominion Bank (The) (TD $134.70)
  • $134.70 P/E (TTM): 10.76X Cap: $223.28B
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• Fortis Inc. (FTS $78.73)
  • $78.73 P/E (TTM): 22.36X Cap: $39.77B
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• Nutrien Ltd. (NTR $100.44)
  • $100.44 P/E (TTM): 62.01X Cap: $49.14B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $66.49)
  • $66.49 Cap: $8.83B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $55.77)
  • $55.77 Cap: $8.26B
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Q: Hi,
I'd like to raise some cash in my non-registered account. How would you rank these stock (from first to sell to last to sell)? All will be sold within about 4 years.
Thanks,
CG

Upvote 5

Read Answer Asked by Camille on November 20, 2024

• Bank of Nova Scotia (The) (BNS $101.53)
  • $101.53 P/E (TTM): 25.4X Cap: $123.83B
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Q: BNS seems to be getting some upgrades before its next quarter. What do you think of it currently?

Thx

Upvote 9

Read Answer Asked by blake on November 20, 2024

• BMO Covered Call Utilities ETF (ZWU $12.18)
  • $12.18 P/E (TTM): 18.74X Cap: $2.15B
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• iShares S&P/TSX Capped Utilities Index ETF (XUT $34.92)
  • $34.92 P/E (TTM): 17.47X Cap: $343M
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• Hydro One Limited (H $58.18)
  • $58.18 P/E (TTM): 26.83X Cap: $34.99B
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• State Street Utilities Select Sector SPDR ETF (XLU $47.27)
  • $47.27 P/E (TTM): 23.28X Cap: $24.01B
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Q: Planning to consolidate Utility sector in RIF. Current holdings include: ZWU, H, XUT, XLU. Which one would you keep ? Thank you

Upvote 6

Read Answer Asked by Hali on November 20, 2024

Q: I'm looking at this stock. It's on the TSX-V. Last I looked it was trading at $1.10. I'm tring to get more information on it. Do you have any information on this company?
Thank You

Upvote 2

Read Answer Asked by Chant on November 20, 2024

• e.l.f. Beauty Inc. (ELF $80.30)
  • $80.30 P/E (TTM): 46.12X Cap: $4.78B
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Q: It looks like ELF has missed it's estimates over the last 4 quarters. What are the chances they will do much better after the Christmas season?

Upvote 1

Read Answer Asked by Cheryl on November 20, 2024

• iShares S&P GSCI Commodity-Indexed Trust (GSG $27.69)
  • $27.69 Cap: $793M
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Q: What is the outlook for commodities? Is there a one-stop diversified commodity ETF in CAD or USD? If not can you suggest a small basket of ETFs that would cover this asset class? Thank-you.

Upvote 1

Read Answer Asked by Alex on November 20, 2024

• Natcore Technology Inc. (NXT)
  • P/E (TTM): -2.4X Cap: $5M
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Q: Hello Peter and team, With the Trump cabinet taking shape do you now consider healthcare stocks (and EFT's) as well as renewable energy stocks (and ETF's) as dead money for a few years or do you see some exceptions in either domains?
Thanks for your always good insight and analysis.
Adel

Upvote 1

Read Answer Asked by ADEL on November 20, 2024

• Simply Better Brands Corp. (SBBC)
  • Cap: $100M
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Q: Can you please comment on earnings.

Upvote 2

Read Answer Asked by Bruce on November 20, 2024

• Celsius Holdings Inc. (CELH $45.57)
  • $45.57 P/E (TTM): 447.73X Cap: $12.10B
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Q: Hi team, is it too early to start picking away? Does the future look promising?
Thx

Upvote 2

Read Answer Asked by Marco on November 20, 2024