Investment Q&A

• Costco Wholesale Corporation (COST $986.02)
  • $986.02 P/E (TTM): 68.47X Cap: $437.33B
  • View COST Profile
  • View Questions on COST
• Microsoft Corporation (MSFT $384.47)
  • $384.47 P/E (TTM): 24.84X Cap: $2.94T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $191.55)
  • $191.55 P/E (TTM): 47.1X Cap: $4.61T
  • View NVDA Profile
  • View Questions on NVDA
• CVS Health Corporation (CVS $77.00)
  • $77.00 P/E (TTM): 55.57X Cap: $97.56B
  • View CVS Profile
  • View Questions on CVS
• Eli Lilly and Company (LLY $1,058.56)
  • $1,058.56 P/E (TTM): 43.99X Cap: $952.33B
  • View LLY Profile
  • View Questions on LLY
• McDonald's Corporation (MCD $334.56)
  • $334.56 P/E (TTM): 28.09X Cap: $234.46B
  • View MCD Profile
  • View Questions on MCD
• Zoetis Inc. Class A (ZTS $125.79)
  • $125.79 P/E (TTM): 21.39X Cap: $54.36B
  • View ZTS Profile
  • View Questions on ZTS
• Toronto-Dominion Bank (The) (TD $131.30)
  • $131.30 P/E (TTM): 11.35X Cap: $226.69B
  • View TD Profile
  • View Questions on TD
• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,336.59)
  • $2,336.59 P/E (TTM): 7.99X Cap: $49.86B
  • View FFH Profile
  • View Questions on FFH
• Constellation Software Inc. (CSU $2,406.97)
  • $2,406.97 P/E (TTM): 58.29X Cap: $52.69B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Restaurant Brands International Inc. (QSR $92.54)
  • $92.54 P/E (TTM): 24.58X Cap: $42.82B
  • View QSR Profile
  • View Questions on QSR
• WSP Global Inc. (WSP $216.20)
  • $216.20 P/E (TTM): 34.33X Cap: $29.97B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• TFI International Inc. (TFII $157.60)
  • $157.60 P/E (TTM): 42.19X Cap: $13.41B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Alimentation Couche-Tard Inc. (ATD $85.26)
  • $85.26 P/E (TTM): 22.45X Cap: $77.57B
  • View ATD Profile
  • View Questions on ATD
• goeasy Ltd. (GSY $108.39)
  • $108.39 P/E (TTM): 8.55X Cap: $1.88B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• ARC Document Solutions Inc. (ARC)
  • P/E (TTM): 28.25X
  • View ARC Profile
  • View Questions on ARC
• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $31.86)
  • $31.86 Cap: $20.96B
  • View BEP Profile
  • View Questions on BEP
• Berkshire Hathaway Inc. (BRK.B $494.09)
  • $494.09 P/E (TTM): 15.93X Cap: $1.07T
  • View BRK.B Profile
  • View Questions on BRK.B
• Boyd Group Services Inc. (BYD $235.40)
  • $235.40 P/E (TTM): 236.91X Cap: $6.62B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD
• Topicus.com Inc. (TOI $88.56)
  • $88.56 P/E (TTM): 747.98X Cap: $7.49B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $19.30)
  • $19.30 P/E (TTM): 75.56X Cap: $5B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Hi group I have taken profits on QSR,MCD,GSY,BYD,WSP,CSU,ARC. So my question in what order and at what price do i get back in i own the others, as listed so please rate them also for adding same format. Thanks for your help with this

Upvote 17

Read Answer Asked by Terence on May 17, 2024

• Coinbase Global Inc (COIN $160.24)
  • $160.24 P/E (TTM): 38.51X Cap: $45.24B
  • View COIN Profile
  • View Questions on COIN

Q: This ETF (CONY) shows a massive yield (U.S. dollars). Can you provide your analysis of it and how it works? I assume it is high risk.
Thanks.

Upvote 3

Read Answer Asked by Dan on May 16, 2024

• Jabil Inc. (JBL $261.28)
  • $261.28 P/E (TTM): 42.42X Cap: $27.51B
  • View JBL Profile
  • View Questions on JBL

Q: Do you know what is causing JBl to be so weak? Would you buy at this low price? Thank you.

Upvote 1

Read Answer Asked by John on May 16, 2024

Q: What are your thoughts on being overweight US stocks vs. CDN for the next year or so?

Upvote 12

Read Answer Asked by Gregory on May 16, 2024

• Quipt Home Medical Corp. (QIPT $4.94)
  • $4.94 Cap: $218M
  • View QIPT Profile
  • View Questions on QIPT

Q: Thoughts on latest earnings and hold,add to,or sell and explanation please. Thanx.

Upvote 1

Read Answer Asked by Steve on May 16, 2024

• Berkshire Hathaway Inc. (BRK.A $740,200.00)
  • $740,200.00 P/E (TTM): 15.92X Cap: $1.07T
  • View BRK.A Profile
  • View Questions on BRK.A
• Berkshire Hathaway Inc. (BRK.B $494.09)
  • $494.09 P/E (TTM): 15.93X Cap: $1.07T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: Would you be able to tell us how much BRK stock that Berkshire Hathaway has purchased in each of the past 4 quarters? Broken down by quarter, if possible. In future, where could I retrieve this info on myself?
Thanks!

Upvote 3

Read Answer Asked by Grant on May 16, 2024

• TC Energy Corporation (TRP $86.50)
  • $86.50 P/E (TTM): 26.5X Cap: $85.34B
  • View TRP Profile
  • View Questions on TRP

Q: You last commented on the TRP spin off of South Bow in January, any additional comments as we are getting closer to the vote?

Upvote 2

Read Answer Asked by Mark on May 16, 2024

• Emera Incorporated (EMA $70.13)
  • $70.13 P/E (TTM): 18.96X Cap: $21.10B
  • View EMA Profile
  • View Questions on EMA

Q: pls your comments on earnings and what your share price target looking forward?

Upvote 5

Read Answer Asked by adam on May 16, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $203.29)
  • $203.29 P/E (TTM): 31.68X Cap: $2.54B
  • View HPS.A Profile
  • View Questions on HPS.A
• Vitalhub Corp. (VHI $7.87)
  • $7.87 P/E (TTM): 165.1X Cap: $531M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• Propel Holdings Inc. (PRL $20.88)
  • $20.88 P/E (TTM): 10.23X Cap: $857M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Not to put you on the spot, BUT... If you were looking at growth only, which of these three would you choose?

Upvote 21

Read Answer Asked by Bryan on May 16, 2024

• NVIDIA Corporation (NVDA $191.55)
  • $191.55 P/E (TTM): 47.1X Cap: $4.61T
  • View NVDA Profile
  • View Questions on NVDA

Q: do you recommend waiting till earnings release to buy the stock or what percentage chance do you place on better then expected results and a significant rise again?

Upvote 7

Read Answer Asked by Gary on May 16, 2024

• Celestica Inc. (CLS $406.47)
  • $406.47 P/E (TTM): 49.0X Cap: $46.14B
  • View CLS Profile
  • View Questions on CLS

Q: I'm having trouble nailing down exactly what CLS does. Is it a technology company or an industrial company? Also, do you think it would be a good time to invest in the company?

Upvote 6

Read Answer Asked by Les on May 16, 2024

• DREAM Unlimited Corp. Class A Subordinate Voting Shares (DRM $21.16)
  • $21.16 P/E (TTM): 12.26X Cap: $886M
  • View DRM Profile
  • View Questions on DRM

Q: Could you comment on earnings and an updated outlook?

Thanks in advance. - Jeff

Upvote 1

Read Answer Asked by Jeff on May 16, 2024

• WSP Global Inc. (WSP $216.20)
  • $216.20 P/E (TTM): 34.33X Cap: $29.97B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP

Q: Could you please explain the CDPQ transaction ?
Thanks

Upvote 5

Read Answer Asked by TOM on May 16, 2024

• goeasy Ltd. (GSY $108.39)
  • $108.39 P/E (TTM): 8.55X Cap: $1.88B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Propel Holdings Inc. (PRL $20.88)
  • $20.88 P/E (TTM): 10.23X Cap: $857M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: now thats a nasty pullback. If you owned gsy would you consider a partial switch

Upvote 11

Read Answer Asked by andrew on May 16, 2024

• Propel Holdings Inc. (PRL $20.88)
  • $20.88 P/E (TTM): 10.23X Cap: $857M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Hi, Why the Propel stock keeps dropping, despite excellent results ? Now, seems like, it has broken below the $25 support level ( recent gap up after earnings ) and is down $6 or, 20%, from the post earning bounce. Is it worth accumulating around $23 ? Thanks

Upvote 15

Read Answer Asked by rajeev on May 16, 2024

• Avalon Advanced Materials Inc. (AVL $0.08)
  • $0.08 Cap: $58M
  • View AVL Profile
  • View Questions on AVL

Q: Can you please comment on AVL. Do they have growth and a future? How speculative is it? Thank you.

Upvote 1

Read Answer Asked by Tulio on May 16, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $97.66)
  • $97.66 P/E (TTM): 13.65X Cap: $21.87B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Celestica Inc. (CLS $406.47)
  • $406.47 P/E (TTM): 49.0X Cap: $46.14B
  • View CLS Profile
  • View Questions on CLS
• Kinaxis Inc (KXSCF $86.64)
  • $86.64 P/E (TTM): 75.6X Cap: $2.54B
  • View KXSCF Profile
  • View Questions on KXSCF

Q: Please recommend some Canadian companies whose stock prices will appreciate due to their activities in AI and data centres. Tx Ron L

Upvote 4

Read Answer Asked by Ron on May 16, 2024

• Chubb Limited (CB $333.39)
  • $333.39 P/E (TTM): 13.85X Cap: $130.50B
  • View CB Profile
  • View Questions on CB
• Suncor Energy Inc. (SU $77.07)
  • $77.07 P/E (TTM): 17.81X Cap: $90.70B
  • View SU Profile
  • View Questions on SU
• Tourmaline Oil Corp. (TOU $62.74)
  • $62.74 P/E (TTM): 18.06X Cap: $24.38B
  • View TOU Profile
  • View Questions on TOU

Q: There have been questions asked about what Buffet would probably buy in Canada and 5i said that it would probably be in the energy sector. I wonder whether you would have an idea whether it might be in the oil side or the natural gas side? What do you think would be a likely target for him?
with appreciation

Upvote 4

Read Answer Asked by joseph on May 16, 2024

• Bloom Energy Corporation Class A (BE $160.28)
  • $160.28 Cap: $41.39B
  • View BE Profile
  • View Questions on BE

Q: Do you have any more info to update your last comments on Bloom energy. It seems to be garnering some internet gossip attention lately. Would it have the potential to ever be in your top 25 US stocks for growth ?(growth with moderate risk stocks)

Upvote 1

Read Answer Asked by Terry on May 16, 2024

• Wynn Resorts Limited (WYNN $107.25)
  • $107.25 P/E (TTM): 24.92X Cap: $11.94B
  • View WYNN Profile
  • View Questions on WYNN
• Delta Air Lines Inc. (DAL $66.88)
  • $66.88 P/E (TTM): 9.08X Cap: $45.35B
  • View DAL Profile
  • View Questions on DAL

Q: Please give your thoughts on Wynn and Delta? Are you still optimistic on their performance and growth in the next 5-10 years?

Upvote 2

Read Answer Asked by David on May 16, 2024