Investment Q&A

• Enbridge Inc. (ENB $64.75)
  • $64.75 P/E (TTM): 25.11X Cap: $140.10B
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• TC Energy Corporation (TRP $74.71)
  • $74.71 P/E (TTM): 23.12X Cap: $76.85B
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• Pembina Pipeline Corporation (PPL $51.68)
  • $51.68 P/E (TTM): 18.56X Cap: $29.49B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $46.59)
  • $46.59 P/E (TTM): 52.51X Cap: $21.46B
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Q: what is your favorite pipeline today? cash account

thanks help

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Read Answer Asked by brian on May 16, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.17)
  • $16.17 Cap: $2.23B
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• Topicus.com Inc. (TOI $124.00)
  • $124.00 P/E (TTM): 1050.3X Cap: $10.32B
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Q: Can you please recommend a proxy for Lightspeed and Topicus with the intent to harvest tax losses. I hope to buy these back after 30 days.
Thank you

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Read Answer Asked by Marty on May 16, 2022

• Red Eagle Mining Corporation (R $0.02)
  • $0.02 Cap: $6M
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• Toronto Dominion Bank (The) (TD $90.91)
  • $90.91 P/E (TTM): 10.7X Cap: $156.35B
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• Bank of Nova Scotia (The) (BNS $71.51)
  • $71.51 P/E (TTM): 24.71X Cap: $90.36B
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Q: i know u here this alot but what are your favourite canadian banks today?

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Read Answer Asked by brian on May 16, 2022

• Ampco-Pittsburgh Corporation (AP $3.57)
  • $3.57 Cap: $73M
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Q: I am still trying to make sense of the company's press release of 30 March. What is it the company is trying to accomplish?. Thanks

Kenn

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Read Answer Asked by Kenneth on May 16, 2022

• Intertape Polymer Group Inc. (ITP $40.48)
  • $40.48 Cap: $2.39B
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Q: Can you explain why ITP is trading more than $1.50 under its acquisition price of $40.50? Is there a risk that the deal won’t close?
Thanks
Dave

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Read Answer Asked by David on May 16, 2022

• PayPal Holdings Inc. (PYPL $60.89)
  • $60.89 P/E (TTM): 12.22X Cap: $57.38B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Upstart Holdings Inc. (UPST $45.99)
  • $45.99 P/E (TTM): 191.88X Cap: $4.56B
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• Affirm Holdings Inc. (AFRM $72.56)
  • $72.56 P/E (TTM): 99.48X Cap: $24.22B
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• SoFi Technologies Inc. (SOFI $25.37)
  • $25.37 P/E (TTM): 46.11X Cap: $33.46B
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Q: Hi 5i
Some themes are very hot for a while and then go stone cold. The fintech stocks have all crashed and burned. Do you think this is a buying opportunity on some of these names for the next 3 years or so? Or are there some that you would not buy at all as recovery is doubtful? How would you rank these ones for new purchases?
Thanks.

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Read Answer Asked by Dave on May 16, 2022

• Palantir Technologies Inc. (PLTR $178.50)
  • $178.50 P/E (TTM): 610.83X Cap: $447.49B
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• Unity Software Inc. (U $43.91)
  • $43.91 Cap: $19.07B
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Q: Which company would you prefer, or would you sell both and take the capital loss? Thanks

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Read Answer Asked by Cory on May 16, 2022

• Tourmaline Oil Corp. (TOU $60.43)
  • $60.43 P/E (TTM): 17.91X Cap: $23.59B
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• WSP Global Inc. (WSP $245.25)
  • $245.25 P/E (TTM): 36.14X Cap: $32.05B
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• Topicus.com Inc. (TOI $124.00)
  • $124.00 P/E (TTM): 1050.3X Cap: $10.32B
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Q: Looking to add your top $C four or five picks to an already diversified portfolio .
I’ve been sitting on the sidelines for a while. A bit rusty on what looks good, after the free fall. Time to start buying again???

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Read Answer Asked by Roy on May 16, 2022

• Superior Plus Corp. (SPB $7.10)
  • $7.10 P/E (TTM): 105.47X Cap: $1.54B
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• Absolute Software Corporation (ABST)
  • Cap: $610M
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Q: your thoughts about their results please.
Anyone you would purchase right now?

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Read Answer Asked by Josh on May 16, 2022

• Blackstone Inc. (BX $153.45)
  • $153.45 P/E (TTM): 43.08X Cap: $112.31B
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Q: since BAM.A IS SPINNING OFF A NEW MGT COMPANY do you think BX. might do the same thing? also what is your current view of BX. apparently it currently has a PEG of one thanks Richard

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Read Answer Asked by richard on May 16, 2022

• Miscellaneous (MISC)
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Q: If I was to buy a stock on the OTKPKS , instead of on the London stock exchange in the sterling pound, will I still enjoy the gains made by the corporation in terms of profit from sales made outside the U.K, from the falling value of the pound.
Thanks Gord

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Read Answer Asked by Gordon on May 16, 2022

• IGM Financial Inc. (IGM $62.56)
  • $62.56 P/E (TTM): 14.2X Cap: $14.73B
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Q: Good afternoon.

You thoughts on IGM.CA for income.
I see that the yield is well over 6% right now.
Is this a good time to buy
Is it safe in the long term.
Etc.,etc..

Thanks and have a great weekend.

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Read Answer Asked by Dave on May 16, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.17)
  • $16.17 Cap: $2.23B
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• Toast Inc. Class A (TOST $35.70)
  • $35.70 P/E (TTM): 81.48X Cap: $20.55B
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Q: Why the big jump in Lightspeed today?

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Read Answer Asked by Valerie on May 16, 2022

• Miscellaneous (MISC)
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Q: Market Call - David Driscoll - He said that at the top of the market (S&P 500) people were ready to pay 26 times earnings. $26.00 for every dollar of earnings - it is now 20 times earnings. He said that in the last big market correction, earnings went to 16 times earnings. That is what he is waiting for before he puts his money to work. Your take on this?
Thanks,

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Read Answer Asked by Dennis on May 16, 2022

Q: if you own say 100 shares of BAM.A. how many shares of the new asset mgt company will you receive? also what is your best guess as to the opening price per share of the newly company? or has brookfield already suggested as to the value of say one share of the new company? thanks Richard

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Read Answer Asked by richard on May 16, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.67)
  • $223.67 P/E (TTM): 140.31X Cap: $291.94B
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• Topicus.com Inc. (TOI $124.00)
  • $124.00 P/E (TTM): 1050.3X Cap: $10.32B
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Q: Do you think SHOP or TOI have the most potential over the next 30 - 60 days?
Lyle

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Read Answer Asked by Lyle on May 16, 2022

Q: I would like to get your general thoughts on dipping into margin at times such as these to chip away on the buy side wall markets are off all-time highs. Assuming margin ratios are kept reasonable, the investor understands the risks, and an effort is made to reduce them once markets froth again, would this be a reasonable (albeit inherently risky) way to potentially profit from a drawdown?

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Read Answer Asked by Andrew on May 16, 2022

• lululemon athletica inc. (LULU $208.67)
  • $208.67 P/E (TTM): 14.36X Cap: $23.19B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $110.69)
  • $110.69 P/E (TTM): 47.63X Cap: $13.06B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $17.92)
  • $17.92 P/E (TTM): 72.58X Cap: $1.73B
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• Crocs Inc. (CROX $90.20)
  • $90.20 P/E (TTM): 29.53X Cap: $4.75B
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Q: Sold ATZ for tax loss. Is CROX a good proxy or would you recommend something else? Would you buy ATZ back later?

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Read Answer Asked by Peter on May 16, 2022

• Berkshire Hathaway Inc. (BRK.B $504.54)
  • $504.54 P/E (TTM): 17.36X Cap: $1.07T
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Q: Hi Peter,
I am going to buy $25,000 of BRKB Berkshire Hathaway. I have both US and Cdn dollars available.
Should I buy on the NYSE or on the NEO exchange?
I am also thinking of buying a third at a time over next year. Is this a good strategy as I think the markets will go down further?
Thanks Ron

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Read Answer Asked by Ron on May 16, 2022

• Amazon.com Inc. (AMZN $222.08)
  • $222.08 P/E (TTM): 31.43X Cap: $2.37T
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• Alphabet Inc. (GOOG $298.05)
  • $298.05 P/E (TTM): 30.54X Cap: $3.71T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.67)
  • $223.67 P/E (TTM): 140.31X Cap: $291.94B
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• The Trade Desk Inc. (TTD $37.26)
  • $37.26 P/E (TTM): 41.6X Cap: $17.71B
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• Roku Inc. (ROKU $108.89)
  • $108.89 Cap: $16.41B
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• Magnite Inc. (MGNI $17.01)
  • $17.01 P/E (TTM): 39.6X Cap: $2.37B
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Q: I have sold AMZN and TTD to harvest a tax loss. I will buy both after 30 days. Can you suggest proxies for either or both of these or is it best to just wait it out.

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on May 16, 2022