Investment Q&A

• BMO Global Infrastructure Index ETF (ZGI $54.77)
  • $54.77 P/E (TTM): 10.66X Cap: $466M
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• iShares Global Infrastructure Index ETF (CIF $64.55)
  • $64.55 P/E (TTM): 0.82X Cap: $1.11B
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• TD Active Global Infrastructure Equity ETF (TINF $25.15)
  • $25.15 P/E (TTM): 5.8X Cap: $302M
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Q: What hedged in $CDN ETF would you recommend to replace TINF? Would you consider CIF or ZGI?

Upvote 3

Read Answer Asked by Ron on October 03, 2024

• lululemon athletica inc. (LULU $180.62)
  • $180.62 P/E (TTM): 12.23X Cap: $20.26B
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Q: What are you thoughts about the class action lawsuit against LULU? Can you give an assessment of the management, how significant the allegations are if true, and in your experience whether more negative findings will come to light?

Upvote 3

Read Answer Asked by Colum on October 03, 2024

• TFI International Inc. (TFII $168.16)
  • $168.16 P/E (TTM): 31.06X Cap: $13.83B
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Q: I am a bit concerned about TFI price action recently - its down over 15% from high- and barely positive on the year. Any insight on this and is it a falling knife or a buying opp??

Upvote 3

Read Answer Asked by Scott on October 03, 2024

• Zoomd Technologies Ltd. (ZOMD $1.03)
  • $1.03 P/E (TTM): 4.52X Cap: $103M
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Q: What is your opinion of Zoomd Technologies as a high risk/high reward part of a small cap portfolio?

Upvote 1

Read Answer Asked by Dan on October 03, 2024

• Powell Industries Inc. (POWL $570.26)
  • $570.26 P/E (TTM): 36.49X Cap: $6.92B
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Q: Can I have your opinion on this company. It seems to keep going up every day.

What would be a good entry point if there is a pullback in the market?

Upvote 2

Read Answer Asked by Marcela on October 03, 2024

• Riot Platforms Inc. (RIOT $14.83)
  • $14.83 P/E (TTM): 45.36X Cap: $5.51B
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Q: Hello,

Can you please comment on the recent performance of the stock. It's current performance is quite a bit lower than analyst ratings.

Looking forward to your comments.

Upvote 1

Read Answer Asked by Irek on October 03, 2024

• ADF Group Inc. Subordinate Voting Shares (DRX $9.78)
  • $9.78 P/E (TTM): 9.93X Cap: $279M
  • View DRX Profile
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Q: DRX has announced great profits, new contracts and the buyback which happened after the last quarter. Negatives could be upcoming US elections, the buyback being treated as Insider selling and the deferral of revenues from this quarter to the next. There seems to be no retail support for this stock, or retail support is not sufficient to offset the institutional selling. What would be the steps that management needs to take to stop the bleeding on this stock as it has been in a down draft since the high of $20.8?

Upvote 11

Read Answer Asked by Imtiaz on October 03, 2024

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,346.03)
  • $2,346.03 P/E (TTM): 7.73X Cap: $50.03B
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Q: Other tan by owning Fairfax to benefit from their increasing ownership in Bauer Hockey is there a way to invest in Bauer hockey directly? Is Fairfax a good investment on its own merits?
Thanks guys …

Upvote 3

Read Answer Asked by Bryan on October 03, 2024

• South Bow Corporation (SOBO $39.40)
  • $39.40 P/E (TTM): 23.7X Cap: $8.20B
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Q: If one didn’t own any pipelines or energy infrastructure, is this TC Energy spin-off worth consideration? What might you recommend instead?

Upvote 4

Read Answer Asked by Craig on October 03, 2024

• South Bow Corp. (SOBOW)
  • P/E (TTM): 23.8X
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Q: About 20 million shares of SOBO were traded today. From your experience what do you read into it, if anything?

Upvote 3

Read Answer Asked by Sudhir on October 03, 2024

• Vanguard S&P 500 ETF (VOO $636.44)
  • $636.44 P/E (TTM): 25.69X Cap: $840.27B
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• INVESCO QQQ Trust (QQQ $611.47)
  • $611.47 P/E (TTM): 30.22X Cap: $403.17B
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• Vanguard Growth ETF (VUG $471.10)
  • $471.10 P/E (TTM): 34.07X Cap: $204.54B
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Q: What are the chances that an individual stock picker outperforms a mix of VOO, VUG, and QQQ over the long term (20 years)? What factors could influence one's ability to do this?

Upvote 6

Read Answer Asked by steve on October 03, 2024

Q: I think I understand how CIPF insurance works. But wanted to clarify… if one has over a million dollars in stocks, bonds, ETF’s, mutuals, and cash in a non-registered account at a brokerage, is it best to move some to another brokerage? As CIPF covers only one million per non-registered account per brokerage? Thanks.

Upvote 1

Read Answer Asked by Kim on October 03, 2024

Q: Can you give us an update on why is this company's stock having a negative momentum over the last year. Down over $118.00 in the last year. Is there a recovery on the horizon or should I sell now.

Thank you

Upvote 4

Read Answer Asked by Joseph on October 03, 2024

• First Solar Inc. (FSLR $226.24)
  • $226.24 P/E (TTM): 17.05X Cap: $24.27B
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Q: can you comment on the extent to which first solar may face competition from China, which of course, subsidizes its solar industry and engages in empty competitive practises? I am interested in the name but I worry about the above issue when it comes to the solar space. Thank you.

Upvote 2

Read Answer Asked by Jason on October 03, 2024

• Power Metals Corp. (PWM $0.70)
  • $0.70 Cap: $112M
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Q: Do you have any updated information on Power Metals? Is it ready for a move ?

Upvote 1

Read Answer Asked by John on October 03, 2024

• Boyd Group Services Inc. (BYD $245.52)
  • $245.52 P/E (TTM): 234.5X Cap: $6.83B
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Q: Good Morning Peter, Ryan, and Team,
BYD is getting beaten up lately. At what price would you consider purchasing the stock ?? Thank you so much. DL

Upvote 4

Read Answer Asked by Dennis on October 03, 2024

• TC Energy Corporation (TRP $81.09)
  • $81.09 P/E (TTM): 25.06X Cap: $84.41B
  • View TRP Profile
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• South Bow Corporation (SOBO $39.40)
  • $39.40 P/E (TTM): 23.7X Cap: $8.20B
  • View SOBO Profile
  • View Questions on SOBO

Q: can you tell me with the new spin off today what will the dividend be for stock trp and also the spin off. thanks

Upvote 4

Read Answer Asked by hans on October 02, 2024

• Hamilton U.S. T-Bill YIELD MAXIMIZER TM ETF (HBIL.U $15.11)
  • $15.11 Cap: $27M
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• Hamilton U.S. T-Bill YIELD MAXIMIZER TM ETF (HBIL $14.78)
  • $14.78 Cap: $219M
  • View HBIL Profile
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Q: What are your thoughts on HBIL and HBIL.U ETF to hold money instead of money market funds.

What are pros and cons.

Thanks for the great service

Upvote 2

Read Answer Asked by Hector on October 02, 2024

• TC Energy Corporation (TRP $81.09)
  • $81.09 P/E (TTM): 25.06X Cap: $84.41B
  • View TRP Profile
  • View Questions on TRP
• South Bow Corporation (SOBO $39.40)
  • $39.40 P/E (TTM): 23.7X Cap: $8.20B
  • View SOBO Profile
  • View Questions on SOBO

Q: Can you please comment on the Southbow spinoff and the resulting new share prices and adjustments to ACBs

Upvote 2

Read Answer Asked by Paul on October 02, 2024

• TC Energy Corporation (TRP $81.09)
  • $81.09 P/E (TTM): 25.06X Cap: $84.41B
  • View TRP Profile
  • View Questions on TRP
• South Bow Corporation (SOBO $39.40)
  • $39.40 P/E (TTM): 23.7X Cap: $8.20B
  • View SOBO Profile
  • View Questions on SOBO

Q: I own 300 shs of TRp, how many shares will I get in Sobo and If I sell my shs in Sobo will proceeds be taxed as a capital gain as Trp is held in a non registered account?

Upvote 5

Read Answer Asked by Terry on October 02, 2024