Investment Q&A

• Trane Technologies plc (TT $446.37)
  • $446.37 P/E (TTM): 33.84X Cap: $95.12B
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Q: Hi 5i,
I hold a position in an RRSP, it pays a dividend but is not dripped.
My question is if share price is $30 and i receive a $2 dividend, am I correctly considering I have reduced cost base by $2 per share to $28?
Is this correct or is there a better way to view overall investment value?
thx

Upvote 3

Read Answer Asked by jim on November 27, 2023

• Kinaxis Inc. (KXS $168.66)
  • $168.66 P/E (TTM): 147.97X Cap: $4.80B
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• Manhattan Associates Inc. (MANH $179.87)
  • $179.87 P/E (TTM): 53.13X Cap: $10.74B
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Q: Last week on BNN market, call Jason Del vicario, was asked the question on kxs . He suggested that the caller look at MANH in the US instead.
Can you give an opinion on Manh vs kxs and if u could only buy one which would you buy?

He also mentioned that there is no withholding tax for Canadians on dividends from UK and Hong Kong domiciled stocks
Can you confirm this thank you

Upvote 9

Read Answer Asked by Indra on November 27, 2023

• Armada Mercantile Ltd (ARM $0.31)
  • $0.31 Cap: $6M
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Q: peter what are your current thoughts on ARM trading on the nasdaq; momentum of late is good

Upvote 2

Read Answer Asked by steve on November 27, 2023

• TC Energy Corporation (TRP $70.62)
  • $70.62 P/E (TTM): 17.37X Cap: $73.02B
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Q: Would you recommend TRP at this time for stable income 1 to3 yrs. Thanks

Upvote 8

Read Answer Asked by Ken on November 27, 2023

• WSP Global Inc. (WSP $272.23)
  • $272.23 P/E (TTM): 45.16X Cap: $35.51B
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• Ultra Clean Holdings Inc. (UCTT $26.93)
  • $26.93 Cap: $1.29B
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Q: Hi, I own WSP and UCTT in my Industrials and I'd like more exposure to this sector. Could you recommend a few of your favorites for a 5 yr+ hold?

Thx

Upvote 11

Read Answer Asked by Cameron on November 27, 2023

• Canadian National Railway Company (CNR $130.55)
  • $130.55 P/E (TTM): 18.18X Cap: $81.08B
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• Alimentation Couche-Tard Inc. (ATD $70.70)
  • $70.70 P/E (TTM): 19.35X Cap: $65.78B
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Q: I already own CNR and ATD and am considering adding CSU and FSV as a couple more "solid additions". Can you please recommend 3 other large cap Canadian growth stocks ? (not including financials, energy, materials, nor Brookfields).

Could you please rank all 7 according to overall long term quality?

Upvote 20

Read Answer Asked by James on November 27, 2023

• Pembina Pipeline Corporation (PPL $52.74)
  • $52.74 P/E (TTM): 17.91X Cap: $30.42B
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Q: What would be a good (and likely) entry point for Pembina Pipeline (PPL) over the next 1-3 months?

Upvote 4

Read Answer Asked by Heather on November 27, 2023

• Eli Lilly and Company (LLY $844.50)
  • $844.50 P/E (TTM): 53.6X Cap: $769.97B
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• Baytex Energy Corp. (BTE $3.17)
  • $3.17 P/E (TTM): 6.79X Cap: $2.49B
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• Knight Therapeutics Inc. (GUD $5.80)
  • $5.80 Cap: $577M
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• B2Gold Corp. (BTO $6.82)
  • $6.82 Cap: $8.81B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• CI Morningstar Canada Momentum Index ETF (WXM $40.52)
  • $40.52 P/E (TTM): 13.58X Cap: $819M
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• Bluebird Battery Metals Inc. (BATT)
  • Cap: $9M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
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• illumin Holdings Inc. (ILLM $1.18)
  • $1.18 Cap: $61M
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Q: The following holdings in a TFSA are underwater. In your opinion, which ones are worth keeping for a potential near future recovery? AW, BATT, BTO, BTE, WXM, ILLM, GUD and LSPD
Thank you!
CC

Upvote 3

Read Answer Asked by Carlos on November 27, 2023

• Harvest Brand Leaders Plus Income ETF (HBF $10.83)
  • $10.83 P/E (TTM): 22.19X Cap: $519M
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Q: What are your thoughts on this ETF for retirement income ? Thanks Steve

Upvote 3

Read Answer Asked by STEVE on November 27, 2023

• Constellation Software Inc. (CSU $3,586.89)
  • $3,586.89 P/E (TTM): 91.49X Cap: $73.19B
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• Topicus.com Inc. (TOI $132.09)
  • $132.09 P/E (TTM): 73.77X Cap: $11.01B
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• Lumine Group Inc. (LMN $33.06)
  • $33.06 P/E (TTM): 131.81X Cap: $8.49B
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Q: What effects do you see Artificial Intelligence having on Vertical Market Software companies , and specifically to CSU and its divisions? Is AI more or less of a threat to VMS than to horizontal software? How is CSU positioned for this massive technological transition?

Upvote 14

Read Answer Asked by Youhut on November 27, 2023

• Home Depot Inc. (The) (HD $379.55)
  • $379.55 P/E (TTM): 26.22X Cap: $376.29B
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• Lowe's Companies Inc. (LOW $239.82)
  • $239.82 P/E (TTM): 20.02X Cap: $133.75B
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• McDonald's Corporation (MCD $302.43)
  • $302.43 P/E (TTM): 26.26X Cap: $215.75B
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• Dollarama Inc. (DOL $181.09)
  • $181.09 P/E (TTM): 40.46X Cap: $49.83B
  • View DOL Profile
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Q: According to your third party profile on DOL the ROE is 1,534.15%. Is that correct? If so why and if not what is the ROE. Thanks

Upvote 12

Read Answer Asked by Cheryl on November 27, 2023

• StorageVault Canada Inc. (SVI $4.82)
  • $4.82 Cap: $1.75B
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• Public Storage (PSA $280.86)
  • $280.86 P/E (TTM): 32.47X Cap: $50.73B
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Q: Thank you for your recommendation. I just want to clarify the ETF that I was referring to is public storage that list in US.

Is there any similar ETF listing on TSX?

Many thanks,

Upvote 1

Read Answer Asked by Shi on November 27, 2023

• Super Micro Computer Inc. (SMCI $50.37)
  • $50.37 P/E (TTM): 31.17X Cap: $31.31B
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Q: For a hold through the end of the year, to capitalize on any potential ‘santa claus’ rally:
SMCI vs TQQQ? Thanks

Upvote 2

Read Answer Asked by Michael on November 27, 2023

• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.07)
  • $5.07 Cap: $1.26B
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Q: Hi 5I

I have held this stock in the past. It has come well off its highs and pays a good dividend as result. Understanding that any recovery will mute the dividend, is this stock a good consideration for the healthcare sector?

Thank you

Peter

Upvote 3

Read Answer Asked by Peter on November 27, 2023

• Artis Real Estate Investment Trust (AX.UN $6.00)
  • $6.00 Cap: $579M
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Q: Wondering is this dividend safe for the long run?
Thanks.

Upvote 1

Read Answer Asked by Riku on November 27, 2023

Q: Thanks for the insights about US dividend stocks. With your analysis, as some pure dividends and others "balanced" between dividends and buyback of stocks and others investing for "growing", well it was very insightful for me....and now for me, another way for me to analyze such dividend paying stocks....Good on you!!!......Tom

Upvote 3

Read Answer Asked by Tom on November 27, 2023

• Enbridge Inc. cumulative redeemable preference shares series L (ENB.PF.U $24.05)
  • $24.05 P/E (TTM): 23.08X Cap: $101.86B
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Q: Hi team. ENB.PF.U pays dividends in US$ but it is a Canadian company, therefore would the dividends on this US$ preferred be eligible for the dividend tax credit in Canada?

Upvote 1

Read Answer Asked by Ken on November 25, 2023

• DISH Network Corporation (DISH)
  • Cap: $3.06B
  • View DISH Profile
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Q: Can we expect any improvement in the prospects of the company with with the envisaged changes.

Thanks

Thomas

Upvote 3

Read Answer Asked by Thomas on November 24, 2023

• Constellation Software Inc. (CSU $3,586.89)
  • $3,586.89 P/E (TTM): 91.49X Cap: $73.19B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Dollarama Inc. (DOL $181.09)
  • $181.09 P/E (TTM): 40.46X Cap: $49.83B
  • View DOL Profile
  • View Questions on DOL
• Alimentation Couche-Tard Inc. (ATD $70.70)
  • $70.70 P/E (TTM): 19.35X Cap: $65.78B
  • View ATD Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.03)
  • $64.03 P/E (TTM): 109.82X Cap: $143.65B
  • View BN Profile
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Q: We finally have an RESP for our grandchild.

Ready for first equity purchase starting with about $6000.

Looking for suggestions.

Thanks

Upvote 19

Read Answer Asked by Ron on November 24, 2023

• Digital Realty Trust Inc. (DLR $170.75)
  • $170.75 P/E (TTM): 45.81X Cap: $57B
  • View DLR Profile
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Q: Could you please comment on their outlook. I have made big gains. Is it buy sell or hold at these levels.

Thanks,
Milan

Upvote 3

Read Answer Asked by Milan on November 24, 2023