Investment Q&A

• BMO Equal Weight Utilities Index ETF (ZUT $27.63)
  • $27.63 P/E (TTM): 17.8X Cap: $812M
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• iShares S&P/TSX Capped Utilities Index ETF (XUT $34.85)
  • $34.85 P/E (TTM): 17.47X Cap: $405M
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Q: Why did both companies prices drop Aug 2022? Interest rates had started going up well before, in Feb 2022.

Upvote 2

Read Answer Asked by Ron on August 28, 2024

• NVIDIA Corporation (NVDA $185.49)
  • $185.49 P/E (TTM): 37.28X Cap: $4.48T
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Q: If you'd bought NVDA before the split and held it since in a TFSA, would you continue to hold through earnings, or opt for certainty over risk and sell today? Hypothetically, of course!
Thanks for all your great advice!

Upvote 8

Read Answer Asked by Dawn on August 28, 2024

• Aegis Critical Energy Defence Corp. (PLUG)
  • Cap: $42M
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Q: Do you see any chance of this new Company on Vancouver Island going anywhere soon. Indigenous cash input through Government of BC and Canada>
Your thoughts please!
Thanx Gary

Upvote 1

Read Answer Asked by Gary on August 28, 2024

• Magna International Inc. (MG $78.89)
  • $78.89 P/E (TTM): 19.62X Cap: $22.11B
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• Alimentation Couche-Tard Inc. (ATD $81.52)
  • $81.52 P/E (TTM): 21.66X Cap: $76.19B
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Q: I am considering selling Magna for the tax loss. Would you suggest buying it back in 30 days, or would you suggest an alternative in the consumer space. I already have a full position in ATD.

Upvote 3

Read Answer Asked by Richard on August 28, 2024

• S&P Global Inc. (SPGI $428.63)
  • $428.63 P/E (TTM): 30.39X Cap: $130.10B
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• MSCI Inc. (MSCI $541.99)
  • $541.99 P/E (TTM): 35.97X Cap: $40.41B
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Q: Hi Team!

What do you think of these 2 index providers at current level? MSCI seems a bit expensive at 40x forward earnings.

Thanks

Benoit

Upvote 6

Read Answer Asked by Benoit on August 28, 2024

• NexGen Energy Ltd. (NXE $17.28)
  • $17.28 Cap: $11.66B
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• Cameco Corporation (CCO $159.04)
  • $159.04 P/E (TTM): 130.37X Cap: $71.03B
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• Constellation Energy Corporation (CEG $300.71)
  • $300.71 P/E (TTM): 43.65X Cap: $114.78B
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Q: What is your outlook for uranium as we head into 2025 and If you had to choose, what are you top 5 uranium stock picks in the small to mid cap space until the end of the year and a brief why for each. Thank you.

Upvote 7

Read Answer Asked by James on August 28, 2024

• Saturn Oil & Gas Inc. (SOIL $3.83)
  • $3.83 Cap: $696M
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Q: With todays upgrade what do you think about this company as a viable growth company in todays energy sector? An evaluation would be much appreciated.
Thanx
Gary

Upvote 3

Read Answer Asked by Gary on August 28, 2024

• e.l.f. Beauty Inc. (ELF $81.61)
  • $81.61 P/E (TTM): 43.59X Cap: $4.75B
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Q: Could you please give me your opinion on ELF's valuation. How does it compare to it's historical valuation. Thanks.

Upvote 1

Read Answer Asked by Cheryl on August 28, 2024

• On Holding AG Class A (ONON $39.92)
  • $39.92 Cap: $26.17B
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Q: Hello 5i
Can you please tell me what you can about Swiss company On Holdings? The last question was almost a year and a half ago.
Thank you
Dave

Upvote 1

Read Answer Asked by Dave on August 28, 2024

• Super Micro Computer Inc. (SMCI $31.95)
  • $31.95 P/E (TTM): 23.51X Cap: $19.04B
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Q: SMCI 8/28 @10:30 down another 25% today. Hagens Berman are advising investors who are suffering substantial losses to submit your claims. Could you explain what the proper procedure is to do this or do you have other recommendations? Thank you so much.

Upvote 4

Read Answer Asked by Dennis on August 28, 2024

• Kinaxis Inc. (KXS $139.72)
  • $139.72 P/E (TTM): 87.44X Cap: $3.95B
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Q: Pretty big price drop on the news of CEO retiring, also Chief Sales Officer leaving. When two high profile positions announce leaving at the same time it feels like a warning flag, can you read the tea leaves here?

Upvote 10

Read Answer Asked by Harry on August 28, 2024

• Kinaxis Inc. (KXS $139.72)
  • $139.72 P/E (TTM): 87.44X Cap: $3.95B
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Q: What do you think about the decision to have the CEO step down and be replaced by the end of the year?

Upvote 9

Read Answer Asked by Nancy on August 28, 2024

• NVIDIA Corporation (NVDA $185.49)
  • $185.49 P/E (TTM): 37.28X Cap: $4.48T
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• Super Micro Computer Inc. (SMCI $31.95)
  • $31.95 P/E (TTM): 23.51X Cap: $19.04B
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Q: Can you discuss the situation with SMCI, the short report and what the best strategy is going forward.

thanks, M

Upvote 6

Read Answer Asked by Mark on August 28, 2024

• Hawkins Inc. (HWKN $147.69)
  • $147.69 P/E (TTM): 38.82X Cap: $3.19B
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Q: Your thoughts on Hawkins Inc (HWKN). Is it a buy, sell or hold? Thanks!

Upvote 1

Read Answer Asked by Justin on August 28, 2024

• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• Axon Enterprise Inc. (AXON $518.95)
  • $518.95 P/E (TTM): 370.24X Cap: $42.60B
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Q: Hello, I'm considering switching N5 global out for Axon. Going from a smaller, slower growth to a larger, faster growing company. What pros and cons do you see to such a switch?
Thanks,
Perry

Upvote 2

Read Answer Asked by Perry on August 28, 2024

• Income Portfolio (Income)
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Q: Hi,

If you had an 80/20 split of funds in a cash account and a TFSA account, what securities would you put in a TFSA, based on the models current allocations? And would you move AW to a cash account after its merger in October.

Thx as always.

Upvote 5

Read Answer Asked by Kelly on August 28, 2024

Q: Do you consider the conservative ETFMU Portfolio to be structured for investors primarily interested in income, low risk and stability ? Could you clarify what the 7.01 total is on the July 31/24 dated Conservative Portfolio and can you please provide the total average % for the Dividend yield column.
Approximately, how frequently would you expect positions in the Conservative Portfolio to be adjusted ?
Thank you

Upvote 2

Read Answer Asked by Alexandra on August 28, 2024

• StorageVault Canada Inc. (SVI $4.61)
  • $4.61 Cap: $1.71B
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• TELUS Corporation (T $17.90)
  • $17.90 P/E (TTM): 25.81X Cap: $29.06B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.60)
  • $12.60 P/E (TTM): 33.95X Cap: $3.70B
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Q: Hi Peter, Ryan & Team,

Thanks for your recent report on SVI.

In a non-registered account, we own DIR.UN, but not SVI. Looking at the charts, I see that SVI is outperforming DIR.UN over all time periods. Would you endorse selling about half of DIR.UN and using the proceeds to buy SVI?

Alternatively, we own Telus in this account, which is at a loss. Would you endorse selling all of T (for tax loss purposes) and use the proceeds to buy SVI. In this scenario, we wouldn't sell any DIR.UN.

Which alternative would be preferred?

Your valuable advice is always appreciated.

Upvote 7

Read Answer Asked by Jerry on August 28, 2024

• Altria Group Inc. (MO $66.35)
  • $66.35 P/E (TTM): 16.23X Cap: $112.25B
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• Philip Morris International Inc (PM $166.29)
  • $166.29 P/E (TTM): 23.86X Cap: $269.10B
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Q: What is your opinion about Altria? Is it a buy? If so, what do you like about it?

Upvote 2

Read Answer Asked by christianne on August 28, 2024

• Toronto-Dominion Bank (The) (TD $130.48)
  • $130.48 P/E (TTM): 10.37X Cap: $217.68B
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• Bank of Montreal (BMO $193.68)
  • $193.68 P/E (TTM): 15.18X Cap: $137.24B
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• Emera Incorporated (EMA $71.76)
  • $71.76 P/E (TTM): 19.15X Cap: $21.64B
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• Algonquin Power & Utilities Corp. (AQN $8.52)
  • $8.52 Cap: $6.44B
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Q: I'm going to sell AQN and purchase one of the other three listed for income. Which would you prefer for income, dividend growth and safety and overall growth?
Thanks
Jeff

Upvote 7

Read Answer Asked by JEFF on August 28, 2024