Investment Q&A

• Booking Holdings Inc. (BKNG $5,476.09)
  • $5,476.09 P/E (TTM): 33.58X Cap: $177.47B
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• Canadian National Railway Company (CNR $128.04)
  • $128.04 P/E (TTM): 17.64X Cap: $79.92B
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• Canadian Pacific Kansas City Limited (CP $100.56)
  • $100.56 P/E (TTM): 24.35X Cap: $93.83B
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• Constellation Software Inc. (CSU $4,718.31)
  • $4,718.31 P/E (TTM): 98.53X Cap: $99.98B
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• Restaurant Brands International Inc. (QSR $93.86)
  • $93.86 P/E (TTM): 23.06X Cap: $42.67B
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• Celestica Inc. (CLS $268.85)
  • $268.85 P/E (TTM): 43.72X Cap: $30.91B
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• Alimentation Couche-Tard Inc. (ATD $70.18)
  • $70.18 P/E (TTM): 18.84X Cap: $66.53B
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• Premium Brands Holdings Corporation (PBH $87.11)
  • $87.11 P/E (TTM): 33.0X Cap: $3.91B
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• TerraVest Industries Inc. (TVK $167.03)
  • $167.03 P/E (TTM): 41.76X Cap: $3.25B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $124.21)
  • $124.21 P/E (TTM): 18.62X Cap: $1.47B
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• Ulta Beauty Inc. (ULTA $514.99)
  • $514.99 P/E (TTM): 19.86X Cap: $23.14B
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• Vitalhub Corp. (VHI $13.53)
  • $13.53 P/E (TTM): 300.67X Cap: $754M
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• Construction Partners Inc. (ROAD $94.76)
  • $94.76 P/E (TTM): 81.86X Cap: $5.30B
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• LendingTree Inc. (TREE $53.09)
  • $53.09 Cap: $723M
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• Uber Technologies Inc. (UBER $88.43)
  • $88.43 P/E (TTM): 15.22X Cap: $181.74B
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• Vertiv Holdings LLC Class A (VRT $140.20)
  • $140.20 P/E (TTM): 82.32X Cap: $53.53B
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• Airbnb Inc. (ABNB $130.96)
  • $130.96 P/E (TTM): 32.49X Cap: $80.19B
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• Cellebrite DI Ltd. (CLBT $13.64)
  • $13.64 Cap: $3.26B
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• AppFolio Inc. (APPF $321.25)
  • $321.25 P/E (TTM): 59.54X Cap: $11.51B
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• UFP Technologies Inc. (UFPT $226.27)
  • $226.27 P/E (TTM): 27.8X Cap: $1.74B
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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 $163.63)
  • $163.63 P/E (TTM): 97.92X Cap: $212.29B
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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 $6.68)
  • $6.68 Cap: $1.09B
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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 $37.69)
  • $37.69 P/E (TTM): 5.68X Cap: $978M
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $52.53)
  • $52.53 P/E (TTM): 9.23X Cap: $4.05B
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• CI Canada Quality Dividend Growth Index ETF (DGRC $42.64)
  • $42.64 P/E (TTM): 45.06X Cap: $902M
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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 $105.58)
  • $105.58 P/E (TTM): 16.96X Cap: $5.35B
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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 $6.07)
  • $6.07 P/E (TTM): 19.77X Cap: $234M
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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 $177.48)
  • $177.48 P/E (TTM): 19.19X Cap: $250.16B
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• Toronto-Dominion Bank (The) (TD $100.09)
  • $100.09 P/E (TTM): 10.24X Cap: $172.40B
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• Fortis Inc. (FTS $68.79)
  • $68.79 P/E (TTM): 20.78X Cap: $34.50B
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• Nutrien Ltd. (NTR $80.77)
  • $80.77 P/E (TTM): 55.11X Cap: $39.37B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $53.03)
  • $53.03 Cap: $7B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.73)
  • $46.73 Cap: $17.48B
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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 $76.53)
  • $76.53 P/E (TTM): 16.04X Cap: $95.32B
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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 $11.20)
  • $11.20 P/E (TTM): 47.01X Cap: $1.85B
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• iShares S&P/TSX Capped Utilities Index ETF (XUT $30.61)
  • $30.61 P/E (TTM): 42.71X Cap: $321M
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• Hydro One Limited (H $49.66)
  • $49.66 P/E (TTM): 24.43X Cap: $29.78B
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• Utilities Select Sector SPDR ETF (XLU $87.32)
  • $87.32 P/E (TTM): 53.31X Cap: $21.39B
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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 $116.28)
  • $116.28 P/E (TTM): 60.32X Cap: $6.82B
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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 $22.38)
  • $22.38 Cap: $1.02B
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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 $45.18)
  • $45.18 P/E (TTM): 135.52X Cap: $11.64B
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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

• TransMedics Group Inc. (TMDX $128.50)
  • $128.50 P/E (TTM): 87.86X Cap: $4.10B
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Q: What do you think about the allegations of security fraud with TMDX?

Upvote 4

Read Answer Asked by Cheryl on November 20, 2024

• Global X S&P 500 Index Corporate Class ETF (HXS $88.54)
  • $88.54 Cap: $4.55B
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• Global X Intl Developed Markets Equity Index Corporate Class ETF (HXDM $52.83)
  • $52.83 Cap: $788M
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• Global X Emerging Markets Equity Index Corporate Class ETF (HXEM $41.55)
  • $41.55 Cap: $99M
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Q: This is a follow-up question to one I asked a few days ago regarding increasing Int’l exposure to my TFSA. Would the structure of the Global X Corporate class ETFs, eg. HXDM, HXS, HXEM, eliminate the drag of withholding taxes on the portfolio?

Upvote 3

Read Answer Asked by Bruce on November 20, 2024

• Invesco S&P 500 Low Volatility ETF (SPLV $73.12)
  • $73.12 P/E (TTM): 52.14X Cap: $7.71B
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• CI High Interest Savings ETF (CSAV $50.03)
  • $50.03 P/E (TTM): 11.34X Cap: $5.81B
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• JPMorgan Ultra-Short Income ETF (JPST $50.56)
  • $50.56 P/E (TTM): 17.03X Cap: $32.24B
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• Global X Cash Maximizer Corporate Class ETF (HSAV $116.05)
  • $116.05 Cap: $1.90B
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• Global X High Interest Savings ETF (CASH $50.01)
  • $50.01 Cap: $6.81B
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• BMO Money Market Fund (ZMMK $49.85)
  • $49.85 Cap: $5.05B
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• Global X 0-3 Month T-Bill ETF (CBIL $50.02)
  • $50.02 Cap: $1.72B
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Q: Looking to park cash for 2 to 3 years in a low volatility etf with a decent distribution. I am looking at above mentioned etf and would appreciate your analysis or do you have other recommendations? Thanx.

Upvote 4

Read Answer Asked by Steve on November 20, 2024

• Axon Enterprise Inc. (AXON $744.88)
  • $744.88 P/E (TTM): 179.34X Cap: $57.98B
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• Construction Partners Inc. (ROAD $94.76)
  • $94.76 P/E (TTM): 81.86X Cap: $5.30B
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• Jacobs Solutions Inc. (J $139.92)
  • $139.92 P/E (TTM): 38.53X Cap: $16.81B
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• Trane Technologies plc (TT $433.97)
  • $433.97 P/E (TTM): 36.57X Cap: $96.56B
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• RTX Corporation (RTX $157.38)
  • $157.38 P/E (TTM): 45.99X Cap: $210.65B
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Q: Hello 5i!

I have some cash to deploy and am light on industrials. I’m looking for US companies that are growth oriented and I was thinking about ROAD as an option. Could you give me a summary of why you like this company? (Or don’t like it?)

And are there any other industrials that you would prefer over ROAD for growth over the next 2-3 years?

Thanks for your incredible service!

Upvote 14

Read Answer Asked by Josh on November 20, 2024