Investment Q&A

• KKR & Co. Inc. (KKR $124.46)
  • $124.46 P/E (TTM): 59.99X Cap: $110.88B
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• Blackstone Inc. (BX $163.91)
  • $163.91 P/E (TTM): 44.2X Cap: $120.81B
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• Apollo Global Management Inc. (APO $127.70)
  • $127.70 P/E (TTM): 23.77X Cap: $73.04B
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• Ares Management Corporation Class A (ARES $151.09)
  • $151.09 P/E (TTM): 81.01X Cap: $49.36B
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.67)
  • $63.67 P/E (TTM): 101.34X Cap: $142.84B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.98)
  • $78.98 P/E (TTM): 38.55X Cap: $129.34B
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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 $0.18)
  • $0.18 Cap: $48M
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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 $134.08)
  • $134.08 P/E (TTM): 78.05X Cap: $7.60B
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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 $33.21)
  • $33.21 P/E (TTM): 72.74X Cap: $30.96B
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• TELUS Corporation (T $21.19)
  • $21.19 P/E (TTM): 33.2X Cap: $32.52B
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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 $37.34)
  • $37.34 P/E (TTM): 143.92X Cap: $9.61B
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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 $78.19)
  • $78.19 P/E (TTM): 30.61X Cap: $4.02B
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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 $53.94)
  • $53.94 P/E (TTM): 31.46X Cap: $32.05B
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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 $61.31)
  • $61.31 P/E (TTM): 35.55X Cap: $4.08B
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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 $90.59)
  • $90.59 P/E (TTM): 17.08X Cap: $111.87B
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• BCE Inc. (BCE $33.21)
  • $33.21 P/E (TTM): 72.74X Cap: $30.96B
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• Enbridge Inc. (ENB $66.89)
  • $66.89 P/E (TTM): 23.46X Cap: $145.88B
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• TC Energy Corporation (TRP $72.68)
  • $72.68 P/E (TTM): 17.92X Cap: $75.53B
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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 $14.16)
  • $14.16 P/E (TTM): 78.18X Cap: $9.48B
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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 $6.22)
  • $6.22 P/E (TTM): 12.8X Cap: $796M
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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 $72.93)
  • $72.93 P/E (TTM): 10.56X Cap: $42.81B
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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 $57.77)
  • $57.77 P/E (TTM): 26.35X Cap: $2.81B
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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 $37.34)
  • $37.34 P/E (TTM): 143.92X Cap: $9.61B
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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 $219.42)
  • $219.42 P/E (TTM): 86.12X Cap: $285.10B
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• Ero Copper Corp. (ERO $33.92)
  • $33.92 P/E (TTM): 15.89X Cap: $3.51B
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• Elastic N.V. (ESTC $80.19)
  • $80.19 Cap: $8.69B
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• Encore Energy Corp. (EU $5.64)
  • $5.64 Cap: $877M
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• Vertiv Holdings LLC Class A (VRT $180.51)
  • $180.51 P/E (TTM): 85.65X Cap: $68.93B
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• Lumine Group Inc. (LMN $37.34)
  • $37.34 P/E (TTM): 143.92X Cap: $9.61B
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• Nextracker Inc. (NXT $93.12)
  • $93.12 P/E (TTM): 23.69X Cap: $13.77B
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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 $18.46)
  • $18.46 P/E (TTM): 45.68X Cap: $1.70B
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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 $215.57)
  • $215.57 P/E (TTM): 32.99X Cap: $2.29T
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• Costco Wholesale Corporation (COST $954.99)
  • $954.99 P/E (TTM): 67.95X Cap: $423.23B
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• Alphabet Inc. (GOOGL $251.03)
  • $251.03 P/E (TTM): 26.03X Cap: $2.96T
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• Microsoft Corporation (MSFT $513.43)
  • $513.43 P/E (TTM): 37.65X Cap: $3.81T
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• Constellation Software Inc. (CSU $3,970.35)
  • $3,970.35 P/E (TTM): 97.2X Cap: $84.13B
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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 $283.73)
  • $283.73 P/E (TTM): 46.36X Cap: $37.03B
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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