Investment Q&A

• KKR & Co. Inc. (KKR $146.06)
  • $146.06 P/E (TTM): 63.47X Cap: $131.37B
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• Blackstone Inc. (BX $174.68)
  • $174.68 P/E (TTM): 52.49X Cap: $130.18B
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• Apollo Global Management Inc. (APO $140.68)
  • $140.68 P/E (TTM): 25.24X Cap: $80.62B
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• Ares Management Corporation Class A (ARES $190.45)
  • $190.45 P/E (TTM): 146.81X Cap: $62.38B
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• Brookfield Corporation Class A Limited Voting Shares (BN $90.61)
  • $90.61 P/E (TTM): 234.26X Cap: $136.39B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $85.84)
  • $85.84 P/E (TTM): 45.09X Cap: $138.79B
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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 $0.07)
  • $0.07 Cap: $124M
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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 $119.60)
  • $119.60 P/E (TTM): 68.68X Cap: $5.62B
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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 $35.03)
  • $35.03 P/E (TTM): 73.41X Cap: $32.20B
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• TELUS Corporation (T $22.44)
  • $22.44 P/E (TTM): 34.58X Cap: $34.32B
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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 $46.62)
  • $46.62 Cap: $11.96B
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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 $73.62)
  • $73.62 P/E (TTM): 29.76X Cap: $3.85B
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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 $45.49)
  • $45.49 P/E (TTM): 25.37X Cap: $27.49B
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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 $59.15)
  • $59.15 P/E (TTM): 55.32X Cap: $3.87B
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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 $78.22)
  • $78.22 P/E (TTM): 16.29X Cap: $97.16B
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• BCE Inc. (BCE $35.03)
  • $35.03 P/E (TTM): 73.41X Cap: $32.20B
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• Enbridge Inc. (ENB $66.55)
  • $66.55 P/E (TTM): 22.93X Cap: $143.16B
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• TC Energy Corporation (TRP $70.77)
  • $70.77 P/E (TTM): 16.92X Cap: $73B
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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 $7.66)
  • $7.66 P/E (TTM): 63.92X Cap: $5.20B
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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 $6.19)
  • $6.19 P/E (TTM): 13.52X Cap: $794M
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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 $78.18)
  • $78.18 P/E (TTM): 10.99X Cap: $45.60B
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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 $52.96)
  • $52.96 P/E (TTM): 27.68X Cap: $2.61B
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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 $46.62)
  • $46.62 Cap: $11.96B
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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 $199.46)
  • $199.46 P/E (TTM): 83.94X Cap: $268.68B
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• Ero Copper Corp. (ERO $19.17)
  • $19.17 P/E (TTM): 10.09X Cap: $1.99B
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• Elastic N.V. (ESTC $76.42)
  • $76.42 Cap: $8.06B
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• Encore Energy Corp. (EU $3.83)
  • $3.83 Cap: $678M
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• Vertiv Holdings LLC Class A (VRT $132.52)
  • $132.52 P/E (TTM): 83.56X Cap: $52.46B
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• Lumine Group Inc. (LMN $46.62)
  • $46.62 Cap: $11.96B
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• Nextracker Inc. (NXT $53.99)
  • $53.99 P/E (TTM): 14.85X Cap: $8.18B
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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 $18.46)
  • $18.46 P/E (TTM): 45.12X Cap: $1.68B
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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 $230.98)
  • $230.98 P/E (TTM): 33.76X Cap: $2.39T
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• Costco Wholesale Corporation (COST $975.39)
  • $975.39 P/E (TTM): 57.9X Cap: $434.09B
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• Alphabet Inc. (GOOGL $202.94)
  • $202.94 P/E (TTM): 21.68X Cap: $2.45T
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• Microsoft Corporation (MSFT $522.48)
  • $522.48 P/E (TTM): 38.8X Cap: $3.86T
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• Constellation Software Inc. (CSU $4,256.68)
  • $4,256.68 P/E (TTM): 97.21X Cap: $95.52B
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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 $279.17)
  • $279.17 P/E (TTM): 46.04X Cap: $37.07B
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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