Investment Q&A

• Meta Platforms Inc. (META $730.90)
  • $730.90 P/E (TTM): 26.99X Cap: $1.86T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $241.97)
  • $241.97 P/E (TTM): 26.35X Cap: $2.98T
  • View GOOG Profile
  • View Questions on GOOG
• Digital Realty Trust Inc. (DLR $172.09)
  • $172.09 P/E (TTM): 45.12X Cap: $58.01B
  • View DLR Profile
  • View Questions on DLR
• T-Mobile US Inc. (TMUS $240.30)
  • $240.30 P/E (TTM): 22.42X Cap: $267.80B
  • View TMUS Profile
  • View Questions on TMUS

Q: Portfolio Analytics suggests a need to increase my allocation in utilities, real estate, communication services and consumer defensives. Could you give me your best 3 picks for each category, preferably on the TSX. If you feel the Canadian doesn't have very good choices, suggestions on the US market would be appreciated. Thanks.

Upvote 3

Read Answer Asked by jacques on May 02, 2025

• Open Text Corporation (OTEX $51.97)
  • $51.97 P/E (TTM): 22.86X Cap: $13.35B
  • View OTEX Profile
  • View Questions on OTEX

Q: Your thoughts on OTEX, is there enough happening here to see this stock higher in a year from now? What are the most significant numbers in this Q report?
Thanks.

Upvote 5

Read Answer Asked by Harry on May 02, 2025

Q: Hi Peter

Can I get your thoughts on Pinetree. I would like to know if you would add to a position. It looks expensive but I plan on it being a long term hold. I just am struggling on valuation.

Upvote 1

Read Answer Asked by Frank on May 02, 2025

• California Nanotechnologies Corp. (CNO $0.39)
  • $0.39 Cap: $15M
  • View CNO Profile
  • View Questions on CNO
• East Side Games Group Inc. (EAGR $0.45)
  • $0.45 Cap: $33M
  • View EAGR Profile
  • View Questions on EAGR

Q: I own these companies and am deeply underwater. Please provide your analysis on these companies in the current economic backdrop. Thanks

Upvote 2

Read Answer Asked by Imtiaz on May 02, 2025

• Canadian Pacific Kansas City Limited (CP $102.99)
  • $102.99 P/E (TTM): 22.82X Cap: $95.16B
  • View CP Profile
  • View Questions on CP
• Canadian Pacific Kansas City Limited (CP $74.04)
  • $74.04 P/E (TTM): 22.82X Cap: $68.27B
  • View CP Profile
  • View Questions on CP

Q: Thoughts on the quarter? Good time to add?

Thanks!

Upvote 3

Read Answer Asked by Satish on May 02, 2025

Q: Would you have a website where I could track a company's EPS, etc. and be able to compare the results to its stock chart? Thanks

Upvote 4

Read Answer Asked by Michael on May 02, 2025

• Ford Motor Company (F $11.94)
  • $11.94 P/E (TTM): 15.4X Cap: $48.11B
  • View F Profile
  • View Questions on F
• Nucor Corporation (NUE $134.83)
  • $134.83 P/E (TTM): 24.71X Cap: $31.23B
  • View NUE Profile
  • View Questions on NUE
• Century Aluminum Company (CENX $29.24)
  • $29.24 P/E (TTM): 39.99X Cap: $2.61B
  • View CENX Profile
  • View Questions on CENX
• Commercial Metals Company (CMC $56.97)
  • $56.97 P/E (TTM): 189.29X Cap: $6.56B
  • View CMC Profile
  • View Questions on CMC
• AECOM (ACM $130.64)
  • $130.64 P/E (TTM): 28.22X Cap: $17.14B
  • View ACM Profile
  • View Questions on ACM
• Kaiser Aluminum Corporation (KALU $76.98)
  • $76.98 P/E (TTM): 23.4X Cap: $1.25B
  • View KALU Profile
  • View Questions on KALU
• Steel Dynamics Inc. (STLD $138.74)
  • $138.74 P/E (TTM): 20.24X Cap: $20.44B
  • View STLD Profile
  • View Questions on STLD
• Jacobs Solutions Inc. (J $149.64)
  • $149.64 P/E (TTM): 36.97X Cap: $17.74B
  • View J Profile
  • View Questions on J
• Stellantis N.V. (STLA $9.27)
  • $9.27 Cap: $26.93B
  • View STLA Profile
  • View Questions on STLA

Q: It has been reported that various companies are going to invest 8 trillion dollars into the U.S. economy in the future. What companies/sectors do you think will benefit the most from this investment?

Upvote 2

Read Answer Asked by Jerry on May 02, 2025

• Microsoft Corporation (MSFT $516.86)
  • $516.86 P/E (TTM): 37.5X Cap: $3.82T
  • View MSFT Profile
  • View Questions on MSFT

Q: Hi 5i.

I am hoping you can answer this question, which has been puzzling me for awhile. Every day, when I look at the list of the top-traded stocks on the NASDAQ in the Financial Post, MSFT is never there. I can't understand why this would be. Is it because a huge percentage of the stock is held by institutions that simply do not trade it?

Upvote 3

Read Answer Asked by William on May 01, 2025

• Russel Metals Inc. (RUS $41.77)
  • $41.77 P/E (TTM): 13.92X Cap: $2.31B
  • View RUS Profile
  • View Questions on RUS
• Hennessy Sustainable ETF (STNC $32.56)
  • $32.56 P/E (TTM): 20.48X Cap: $93M
  • View STNC Profile
  • View Questions on STNC

Q: I am thinking of buying one of these companies, which one would be your choice. I already own WSP and AtRL.
Thank you very much
Dorothy

Upvote 2

Read Answer Asked by Dorothy on May 01, 2025

• Toromont Industries Ltd. (TIH $155.11)
  • $155.11 P/E (TTM): 26.1X Cap: $12.54B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH

Q: Your comments on their recent numbers please.
Thx

Upvote 6

Read Answer Asked by Bill on May 01, 2025

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,436.69)
  • $2,436.69 P/E (TTM): 8.48X Cap: $52.20B
  • View FFH Profile
  • View Questions on FFH
• ONEX Corporation Subordinate Voting Shares (ONEX $122.24)
  • $122.24 P/E (TTM): 12.14X Cap: $8.53B
  • View ONEX Profile
  • View Questions on ONEX
• Pinetree Capital Ltd. (PNP $12.46)
  • $12.46 P/E (TTM): 5.56X Cap: $116M
  • View PNP Profile
  • View Questions on PNP
• Berkshire Hathaway Inc. (BRK.B $502.40)
  • $502.40 P/E (TTM): 17.14X Cap: $1.07T
  • View BRK.B Profile
  • View Questions on BRK.B
• Brookfield Corporation Class A Limited Voting Shares (BN $94.92)
  • $94.92 P/E (TTM): 160.26X Cap: $144.03B
  • View BN Profile
  • View Questions on BN

Q: Berkshire Hathaway has been very successful at buying wonderful businesses at good prices. Is there a Canadian company with an identical mantra?

Upvote 5

Read Answer Asked by James on May 01, 2025

• Robinhood Markets Inc. (HOOD $141.90)
  • $141.90 P/E (TTM): 62.13X Cap: $120.65B
  • View HOOD Profile
  • View Questions on HOOD

Q: Could I have your take on earnings- pull back a good entry point?

Upvote 2

Read Answer Asked by Scott on May 01, 2025

• Alamos Gold Inc. (AGI $48.02)
  • $48.02 P/E (TTM): 41.44X Cap: $20.27B
  • View AGI Profile
  • View Questions on AGI

Q: In past Q&A's you guys have made some positive comments on AGI.

Today however the stock is tanking on earnings. Can you please let us know about your thoughts on earnings and your thoughts going forward on the stock.

Would you hold, buy or sell on this latest report?

Thanks


Sheldon

Upvote 3

Read Answer Asked by Sheldon on May 01, 2025

• Shake Shack Inc. Class A (SHAK $92.77)
  • $92.77 P/E (TTM): 196.6X Cap: $4.06B
  • View SHAK Profile
  • View Questions on SHAK
• Uber Technologies Inc. (UBER $97.82)
  • $97.82 P/E (TTM): 16.77X Cap: $207.64B
  • View UBER Profile
  • View Questions on UBER

Q: May I please get your thoughts on SHAK?

Thanks

Dave

Upvote 2

Read Answer Asked by David on May 01, 2025

• Eli Lilly and Company (LLY $765.45)
  • $765.45 P/E (TTM): 47.36X Cap: $687.61B
  • View LLY Profile
  • View Questions on LLY

Q: LLY reported this am. I have been waiting to buy. What are your thoughts on LLY and would you be a buyer of a half position here?

Upvote 3

Read Answer Asked by sean on May 01, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $46.78)
  • $46.78 Cap: $17.95B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: Saw the news that GLXY is listing on the NASDAQ and read the FAQ document they prepared.
Any benefit to converting shares to the NASDAQ? if yes, should I Sell and repurchase or have broker transfer the shares?
OR do nothing and leave in my CAD account as TSX shares?

Upvote 2

Read Answer Asked by Mark on May 01, 2025

• GFL Environmental Inc. subordinate voting shares (GFL $65.73)
  • $65.73 Cap: $23.71B
  • View GFL Profile
  • View Questions on GFL

Q: Could you please comment on GFL results. Thank You

Upvote 4

Read Answer Asked by rajeev on May 01, 2025

• Apple Inc. (AAPL $254.05)
  • $254.05 P/E (TTM): 38.76X Cap: $3.77T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $219.21)
  • $219.21 P/E (TTM): 33.5X Cap: $2.36T
  • View AMZN Profile
  • View Questions on AMZN
• Meta Platforms Inc. (META $730.90)
  • $730.90 P/E (TTM): 26.99X Cap: $1.86T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $241.97)
  • $241.97 P/E (TTM): 26.35X Cap: $2.98T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $516.86)
  • $516.86 P/E (TTM): 37.5X Cap: $3.82T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $185.70)
  • $185.70 P/E (TTM): 50.77X Cap: $4.41T
  • View NVDA Profile
  • View Questions on NVDA
• Tesla Inc. (TSLA $442.32)
  • $442.32 P/E (TTM): 254.57X Cap: $1.42T
  • View TSLA Profile
  • View Questions on TSLA

Q: My mag7 holdings have only really consisted of GOOG and NVDA, is this good enough? Seeing MSFT and META with strong earnings, should I diversity more into the other holdings? If you were to rank the mag7, what would they look like? Was considering a stake in AMZN and I know they report tonight. Thank you!

Upvote 18

Read Answer Asked by Keith on May 01, 2025

• Corton Enhanced Income Fund (RAAA $25.04)
  • $25.04 Cap: $26M
  • View RAAA Profile
  • View Questions on RAAA
• Brompton Wellington Square AAA CLO ETF (BAAA $19.93)
  • $19.93 Cap: $96M
  • View BAAA Profile
  • View Questions on BAAA

Q: Further to my last question on MAAA, is there a CLO that you would recommend?

Upvote 2

Read Answer Asked by Gregory on May 01, 2025

Q: What is your view on proffered shares inclusion in a small size (~200 000) self- directed beginner portfolio ? Would you recommend such investment and what percentage of one portfolio?

Upvote 1

Read Answer Asked by Miroslaw on May 01, 2025