Investment Q&A

• KKR & Co. Inc. (KKR $124.61)
  • $124.61 P/E (TTM): 61.88X Cap: $113.56B
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• Blackstone Inc. (BX $167.40)
  • $167.40 P/E (TTM): 46.05X Cap: $123.90B
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• Apollo Global Management Inc. (APO $127.87)
  • $127.87 P/E (TTM): 24.82X Cap: $74.33B
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• Ares Management Corporation Class A (ARES $150.46)
  • $150.46 P/E (TTM): 90.18X Cap: $52.23B
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• Brookfield Corporation Class A Limited Voting Shares (BN $94.83)
  • $94.83 P/E (TTM): 160.51X Cap: $141.61B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.48)
  • $78.48 P/E (TTM): 38.94X Cap: $127.31B
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Q: Hi group ...Can you explain the difference between private equity and private credit. Also how to patriciate in this sector and what is your top 3 picks to start positions?...Thanks for your help

Upvote 6

Read Answer Asked by Terence on August 13, 2024

• Adaptimmune Therapeutics plc (ADAP $0.13)
  • $0.13 Cap: $32M
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Q: Greetings, can you please provide an analysis of the June 30/24 financial results and your assessment of future prospects. Would you rate it as a buy, hold or sell? Thank you.

Upvote 1

Read Answer Asked by Barbara on August 13, 2024

• e.l.f. Beauty Inc. (ELF $133.34)
  • $133.34 P/E (TTM): 77.93X Cap: $7.67B
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Q: Thoughts on ELF's latest quarter? Is it a buy/hold/sell? If a buy, what weighting would you apply in a growth portfolio?

Upvote 3

Read Answer Asked by Gooding on August 13, 2024

• BCE Inc. (BCE $32.29)
  • $32.29 P/E (TTM): 70.7X Cap: $30.50B
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• TELUS Corporation (T $21.79)
  • $21.79 P/E (TTM): 34.25X Cap: $33.86B
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Q: How safe is the dividend of Telus and BCE?

Upvote 8

Read Answer Asked by Danny on August 13, 2024

• Lumine Group Inc. (LMN $42.35)
  • $42.35 P/E (TTM): 156.13X Cap: $10.79B
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Q: Did lumine issue new stock in the past quarter? If so I guess they aren’t following the constellation playbook?

Upvote 7

Read Answer Asked by Cory on August 13, 2024

• Exchange Income Corporation (EIF $74.00)
  • $74.00 P/E (TTM): 28.59X Cap: $3.78B
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Q: Your thoughts on earnings and growth prospects for next 1-3 years

Upvote 7

Read Answer Asked by Bill on August 13, 2024

• Super Micro Computer Inc. (SMCI $52.30)
  • $52.30 P/E (TTM): 28.54X Cap: $31.13B
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Q: Can you please provide your opinion about starting a position in SMCI?

Upvote 5

Read Answer Asked by Gurdeep on August 13, 2024

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $61.47)
  • $61.47 P/E (TTM): 34.96X Cap: $4.10B
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Q: What happened to the price on Aug 8-9 it seems to have dropped 60 some odd %. I am hoping for a share split. I have not received any notification. Thanks

Upvote 2

Read Answer Asked by Gary on August 13, 2024

• Bank of Nova Scotia (The) (BNS $90.12)
  • $90.12 P/E (TTM): 17.31X Cap: $111.82B
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• BCE Inc. (BCE $32.29)
  • $32.29 P/E (TTM): 70.7X Cap: $30.50B
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• Enbridge Inc. (ENB $69.44)
  • $69.44 P/E (TTM): 24.68X Cap: $150.83B
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• TC Energy Corporation (TRP $75.67)
  • $75.67 P/E (TTM): 18.55X Cap: $78.07B
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Q: Is there any CAD dividend stock paying over 6% yield that you feel are safe and can be invested for a long-term.

Upvote 10

Read Answer Asked by Danny on August 13, 2024

• Hecla Mining Company (HL $11.63)
  • $11.63 P/E (TTM): 71.18X Cap: $8.21B
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Q: I have a few US dollars in my TFSA. Is Hecla Mining a buy here?

Upvote 1

Read Answer Asked by george on August 13, 2024

• Rogers Sugar Inc. (RSI $6.39)
  • $6.39 P/E (TTM): 13.0X Cap: $819M
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Q: Could you comment on results?

Upvote 2

Read Answer Asked by terrance on August 13, 2024

• Edwards Lifesciences Corporation (EW $76.03)
  • $76.03 P/E (TTM): 11.19X Cap: $44.80B
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Q: i've owned a half position in Edwards Lifesciences for several years in a basket of several important US medical companies. Certainly I see an opportunity to create a full position at these low levels. However I'm primarily a dividend investor close to retirement, and Edwards does not pay me a dividend. Is the company ever likely to pay a dividend ? What is the likely future for this company ten or twenty years out.

Upvote 2

Read Answer Asked by steve on August 13, 2024

• REV Group Inc. (REVG $53.78)
  • $53.78 P/E (TTM): 26.69X Cap: $2.69B
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Q: Thoughts on revg, thank you

Upvote 2

Read Answer Asked by Ada on August 13, 2024

• Lumine Group Inc. (LMN $42.35)
  • $42.35 P/E (TTM): 156.13X Cap: $10.79B
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Q: Why is Lumine collapsing?

Upvote 22

Read Answer Asked by Kim on August 13, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $208.08)
  • $208.08 P/E (TTM): 83.96X Cap: $271.07B
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• Ero Copper Corp. (ERO $28.64)
  • $28.64 P/E (TTM): 14.98X Cap: $2.98B
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• Elastic N.V. (ESTC $88.38)
  • $88.38 Cap: $9.20B
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• Encore Energy Corp. (EU $4.52)
  • $4.52 Cap: $800M
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• Vertiv Holdings LLC Class A (VRT $157.65)
  • $157.65 P/E (TTM): 72.18X Cap: $61.70B
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• Lumine Group Inc. (LMN $42.35)
  • $42.35 P/E (TTM): 156.13X Cap: $10.79B
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• Nextracker Inc. (NXT $78.22)
  • $78.22 P/E (TTM): 20.16X Cap: $11.18B
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Q: I'm looking to raise some cash by selling a combination of stocks. In what order would you sell from this particular list?

Upvote 10

Read Answer Asked by Alfred on August 13, 2024

• Sienna Senior Living Inc. (SIA $19.18)
  • $19.18 P/E (TTM): 46.62X Cap: $1.75B
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Q: Have held Sienna for about 4 years, and despite some ups and downs, currently have some decent capital gains on top of the nice dividend. I have been considering selling it, but now notice there is a new issue. Could you comment on the purpose of the new issue and if you consider Sienna a hold or sell. This is in an RSP, so no tax implications.
Thank-you

Upvote 1

Read Answer Asked by grant on August 13, 2024

• Amazon.com Inc. (AMZN $220.80)
  • $220.80 P/E (TTM): 33.47X Cap: $2.35T
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• Costco Wholesale Corporation (COST $914.65)
  • $914.65 P/E (TTM): 54.07X Cap: $406.81B
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• Alphabet Inc. (GOOGL $244.18)
  • $244.18 P/E (TTM): 25.92X Cap: $2.96T
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• Microsoft Corporation (MSFT $512.75)
  • $512.75 P/E (TTM): 37.97X Cap: $3.86T
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• Constellation Software Inc. (CSU $3,864.55)
  • $3,864.55 P/E (TTM): 93.3X Cap: $81.20B
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Q: Hi Folks,
I have some cash to deploy in my non registered account. I am looking at adding to CSU, AMZN, GOOGL, MSFT or COST. Would you please rank in order of adding to at current prices.
Thanks

Upvote 9

Read Answer Asked by JOHN on August 13, 2024

• WSP Global Inc. (WSP $274.26)
  • $274.26 P/E (TTM): 44.5X Cap: $35.85B
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Q: Any brief comments as it is after business hours, on the WSP acquisition and financing via receipts?

Upvote 12

Read Answer Asked by Aaron on August 12, 2024

Q: Good Morning,

The portfolioès update dated August 8, is the July report. Take this private if you wish.

Upvote 2

Read Answer Asked by Kelly on August 12, 2024

Q: Good day,

I am selling some positions and want build up cash. I have put it into TDB2914 Premium MMF at 4.52%. Is there any bettter options? How about a bond ETF?

Thanks,
George

Upvote 3

Read Answer Asked by George on August 12, 2024