Investment Q&A

Q: If I am not mistaken, I thought I saw a recent answer where you said we were late in the oil and gas cycle. In the past, I thought you answered questions as being mid-cycle. If this was a baseball game, what inning do you think are we in now?
Thanks

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Read Answer Asked by Dave on August 08, 2022

• Moderna Inc. (MRNA $24.31)
  • $24.31 Cap: $9.52B
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• BioNTech SE (BNTX $101.00)
  • $101.00 Cap: $24.49B
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Q: Does BNTX have the same upside as Moderna. Would you buy either one at theses levels and if so which one? Thanks for your analysis.

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Read Answer Asked by Ian on August 08, 2022

• Zoetis Inc. Class A (ZTS $149.42)
  • $149.42 P/E (TTM): 27.24X Cap: $66.38B
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Q: I own shares in this company and obviously holders were not enthused with the recent earnings. I am thinking of lightening up on my holdings and adding some Accenture. Your thought on this would be much appreciated.

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Read Answer Asked by Brian on August 07, 2022

• Profound Medical Corp. (PRN $5.35)
  • $5.35 Cap: $160M
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Q: Your opinion on PRN's results and outlook going forward?

Thanks for your service!

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Read Answer Asked by Ozzie on August 05, 2022

• SPDR Gold Shares ETF (GLD $335.26)
  • $335.26 Cap: $114.51B
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Q: Peter; Do you think gold is reacting to the Chinese sabre rattling over Taiwan ? Thanks . Rod

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Read Answer Asked by Rodney on August 05, 2022

• Aptiv PLC (APTV $81.61)
  • $81.61 P/E (TTM): 18.49X Cap: $17.88B
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Q: HI, guys,
Thanks for all your hard work and patience. I know you don't cover Euro stocks but do you have any thoughts on Aptiv ADR, seems to be getting hit on one time items ?
Cheers, Chris

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Read Answer Asked by Christopher on August 05, 2022

• Amazon.com Inc. (AMZN $230.33)
  • $230.33 P/E (TTM): 35.95X Cap: $2.45T
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• Meta Platforms Inc. (META $751.98)
  • $751.98 P/E (TTM): 27.3X Cap: $1.92T
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• Alphabet Inc. (GOOG $239.56)
  • $239.56 P/E (TTM): 24.96X Cap: $2.89T
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• Constellation Software Inc. (CSU $4,421.93)
  • $4,421.93 P/E (TTM): 113.58X Cap: $97.10B
  • View CSU Profile
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• Open Text Corporation (OTEX $48.71)
  • $48.71 P/E (TTM): 13.83X Cap: $12.06B
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Q: Please give me 3 or 4 Canadian and US larger growthy stocks { ie safer } with good valuations to sweeten a diversified ETF portfolio return. Thank you

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Read Answer Asked by Richard on August 05, 2022

• Moderna Inc. (MRNA $24.31)
  • $24.31 Cap: $9.52B
  • View MRNA Profile
  • View Questions on MRNA

Q: Hello, a few months ago I invested in MRNA and it has had a nice run up since. But why? Do you consider it to have a good future? It seems to me that the future for fighting various viruses is sadly quite promising. Is MRNA a right dog for the fight?

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Read Answer Asked by alex on August 05, 2022

• Keyera Corp. (KEY $44.76)
  • $44.76 P/E (TTM): 18.62X Cap: $10.25B
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Q: What do you think of their latest quarter.

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Read Answer Asked by don on August 05, 2022

• Enbridge Inc. (ENB $67.35)
  • $67.35 P/E (TTM): 23.46X Cap: $146.08B
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• TC Energy Corporation (TRP $72.02)
  • $72.02 P/E (TTM): 17.56X Cap: $74.85B
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• Pembina Pipeline Corporation (PPL $53.69)
  • $53.69 P/E (TTM): 17.74X Cap: $30.84B
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Q: Hello,

Do you know what's going with TRP? It's been declining more than its piers i.e. PPL and ENB.
Do you think buying on weakness would be a good strategy here?
Also, which pipeline stock would you prefer for a medium to long term and which one you think is the safest?

Thank you

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Read Answer Asked by Timour on August 05, 2022

• TC Energy Corporation (TRP $72.02)
  • $72.02 P/E (TTM): 17.56X Cap: $74.85B
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Q: what caused the big price drop today?

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Read Answer Asked by peter on August 05, 2022

• Suncor Energy Inc. (SU $58.55)
  • $58.55 P/E (TTM): 11.93X Cap: $68.88B
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• Great-West Lifeco Inc. (GWO $54.63)
  • $54.63 P/E (TTM): 13.55X Cap: $50.59B
  • View GWO Profile
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• Thomson Reuters Corporation (TRI $236.30)
  • $236.30 P/E (TTM): 48.19X Cap: $106.49B
  • View TRI Profile
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Q: Thoughts on their results and guidance ? Thank you.

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Read Answer Asked by Paul on August 05, 2022

• Definity Financial Corporation (DFY $73.60)
  • $73.60 P/E (TTM): 21.92X Cap: $8.56B
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Q: What are your thoughts on this company in general, as well as it's recent earnings? It's breaking out to new highs, so definitely seems like a leader in its industry.

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Read Answer Asked by Philip on August 05, 2022

• Premium Brands Holdings Corporation (PBH $93.85)
  • $93.85 P/E (TTM): 45.46X Cap: $4.19B
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $25.14)
  • $25.14 Cap: $16.63B
  • View BEP Profile
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Q: If PBH and BEP announced today can you please review their earnings and give us your insight.

Thanks


Sheldon

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Read Answer Asked by Sheldon on August 05, 2022

• Premium Brands Holdings Corporation (PBH $93.85)
  • $93.85 P/E (TTM): 45.46X Cap: $4.19B
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Q: Hi, PBH results look good. What's your take ? Thanks

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Read Answer Asked by rajeev on August 05, 2022

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Do you have any quick updates ? It jumped 20% on 3 Aug. Thanks

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Read Answer Asked by TOM on August 05, 2022

• Fortinet Inc. (FTNT $79.48)
  • $79.48 P/E (TTM): 33.07X Cap: $60.90B
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Q: Do you think that FTNT's Q2 warrants a 14% stock price reduction?

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Read Answer Asked by sandy on August 05, 2022

• Crocs Inc. (CROX $81.17)
  • $81.17 P/E (TTM): 23.38X Cap: $4.54B
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Q: Any thoughts on earnings? Does this change the long term outlook at all?
Thank-you.

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Read Answer Asked by Alex on August 05, 2022

• Voxtur Analytics Corp. (VXTR $0.01)
  • $0.01 Cap: $3M
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Q: Hi Team,

Can I get your investment opinion on this company?

Thanks

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Read Answer Asked by David on August 05, 2022

• goeasy Ltd. (GSY $209.38)
  • $209.38 P/E (TTM): 12.79X Cap: $3.36B
  • View GSY Profile
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• Alexandria Real Estate Equities Inc. (ARE $84.00)
  • $84.00 Cap: $14.48B
  • View ARE Profile
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• Shopify Inc. (SHOP $142.20)
  • $142.20 P/E (TTM): 82.35X Cap: $186.38B
  • View SHOP Profile
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• Lightspeed Commerce Inc. Subordinate (LSPD $11.66)
  • $11.66 Cap: $1.67B
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Q: I wish to do some tax loss selling and re-invest in the same of similar equities in a month or so. Which of the above 4 companies do you believe will stay low or go lower?

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Read Answer Asked by Claus on August 05, 2022