Investment Q&A

• Vanguard FTSE Emerging Markets ETF (VWO $55.52)
  • $55.52 P/E (TTM): 3.61X Cap: $106.49B
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• iShares Latin America 40 ETF (ILF $34.77)
  • $34.77 P/E (TTM): 2.2X Cap: $4.20B
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• iShares MSCI Brazil ETF (EWZ $37.48)
  • $37.48 P/E (TTM): 55.54X Cap: $9.52B
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Q: How stable is the $2 dividend, currently yielding 8%?

Any similar etf you would consider to be a better choice for income and some growth?

Thanks.

Upvote 0

Read Answer Asked by Donald on June 02, 2023

• Trisura Group Ltd. (TSU $43.94)
  • $43.94 P/E (TTM): 14.91X Cap: $2.08B
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Q: Hello,

Is it just me or is Trisura starting to have better price momentum? If the economy turns down in the second half, how much of an impact would it have on TSU’s incredible growth rate that they’ve had or are they largely immune?

Upvote 0

Read Answer Asked by James on June 02, 2023

• Palo Alto Networks Inc. (PANW $164.36)
  • $164.36 P/E (TTM): 91.22X Cap: $135.11B
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• CrowdStrike Holdings Inc. (CRWD $440.68)
  • $440.68 Cap: $110.65B
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Q: I've seen your recent comments on Crowdstrike's earnings. At this point would you prefer CRWD or PANW for quality and growth over the long term?

Thanks!

Upvote 0

Read Answer Asked by Mike on June 02, 2023

• SoFi Technologies Inc. (SOFI $18.35)
  • $18.35 P/E (TTM): 49.45X Cap: $23.32B
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Q: Is SOFI a buy here with debt ceiling drama being dealt with; moving to student loans being paid again and a more digital banking experience transition for customers going forward? Thanks, Lesley

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Read Answer Asked by Lesley on June 02, 2023

• Farmland Partners Inc. (FPI $12.52)
  • $12.52 P/E (TTM): 20.34X Cap: $541M
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• Gladstone Land Corporation (LAND $11.96)
  • $11.96 Cap: $497M
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• VanEck Agribusiness ETF (MOO $83.41)
  • $83.41 P/E (TTM): 22.93X Cap: $975M
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Q: Hi Peter and Team,

Are there any good ideas that are publicly traded to participate invest in productive farm land? In an ideal world, such a vehicle would pay a dividend also.

Thanks!

Upvote 1

Read Answer Asked by Marc on June 02, 2023

• NVIDIA Corporation (NVDA $185.63)
  • $185.63 P/E (TTM): 37.28X Cap: $4.48T
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• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $343.31)
  • $343.31 P/E (TTM): 38.05X Cap: $21.20B
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• VanEck Vectors Semiconductor ETF (SMH $401.69)
  • $401.69 P/E (TTM): 35.18X Cap: $45.19B
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Q: I would like to get exposure to the semiconductor industry but am reluctant to buy NVDA because of its recent runup. I am considering SMH or SOXX. Do you have a better idea or would it be wise to stay on the sidelines for a while? This may not be relevant but I do hold Fortinet. Your thoughts and comments would be appreciated. Thank You.

Upvote 0

Read Answer Asked by Brian on June 02, 2023

• Icahn Enterprises L.P. (IEP $7.60)
  • $7.60 Cap: $4.76B
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Q: Recently ran into some $. Much to my surprise. Was thinking about putting it into IEP. Leaving it and not looking at it for 10 years. Is this a binary bet on high risk/high reward opportunity. How would the dividend be taxed in a non registered account? Over time I may look to move it to TFSA if it bolds well. Thoughts?

Upvote 0

Read Answer Asked by Chris on June 02, 2023

• Sylogist Ltd. (SYZ $3.64)
  • $3.64 Cap: $86M
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• Illumina Inc. (ILMN $121.35)
  • $121.35 P/E (TTM): 22.72X Cap: $18.70B
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• NFI Group Inc. (NFI $15.54)
  • $15.54 Cap: $1.88B
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.23)
  • $5.23 P/E (TTM): 11.91X Cap: $227M
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• mdf commerce inc. (MDF $5.80)
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• Ballard Power Systems Inc. (BLDP $2.91)
  • $2.91 Cap: $808M
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• Pollard Banknote Limited (PBL $18.41)
  • $18.41 P/E (TTM): 18.16X Cap: $508M
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• Real Matters Inc. (REAL $5.86)
  • $5.86 Cap: $444M
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• Alteryx Inc. Class A (AYX)
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• Osisko Development Corp. (ODV $5.85)
  • $5.85 Cap: $1.78B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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• D2L Inc. Subordinate Voting Shares (DTOL $9.14)
  • $9.14 P/E (TTM): 12.66X Cap: $506M
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Q: Unfortunately I am down over 50% on all these stocks (held in my TFSA). I am “cleaning house”.
Please give your opinion as to whether any have the potential to recover and are worth holding for a bit longer.
Thanks for your help.
Len

Upvote 0

Read Answer Asked by Leonard on June 02, 2023

• Amazon.com Inc. (AMZN $212.68)
  • $212.68 P/E (TTM): 29.78X Cap: $2.30T
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• Costco Wholesale Corporation (COST $994.19)
  • $994.19 P/E (TTM): 69.86X Cap: $442.69B
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• Dollar General Corporation (DG $145.04)
  • $145.04 P/E (TTM): 25.13X Cap: $32.13B
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• Target Corporation (TGT $119.81)
  • $119.81 P/E (TTM): 14.56X Cap: $54.67B
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• Walmart Inc. (WMT $124.00)
  • $124.00 Cap: $997.22B
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• Five Below Inc. (FIVE $221.72)
  • $221.72 P/E (TTM): 39.39X Cap: $12.19B
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Q: Which company to buy at this time for near term price appreciation. Any other suggestions in consumer staples. Your PA suggests I should increase consumer staples (no staples in my portfolio at this time).
Thanks

Upvote 0

Read Answer Asked by satish on June 02, 2023

• J.B. Hunt Transport Services Inc. (JBHT $212.08)
  • $212.08 P/E (TTM): 35.53X Cap: $22.22B
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• XPO Inc. (XPO $192.68)
  • $192.68 P/E (TTM): 73.33X Cap: $22.80B
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• Old Dominion Freight Line Inc. (ODFL $189.34)
  • $189.34 P/E (TTM): 40.75X Cap: $45.05B
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• TFI International Inc - Ordinary Shares (TFII $111.09)
  • $111.09 P/E (TTM): 38.93X Cap: $9.09B
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• RXO Inc (RXO $12.77)
  • $12.77 P/E (TTM): 593.91X
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Q: Would this be a good time to start adding to freight/ trucking operators?

Would please rank these in order of upside potential give current prices.

Thanks.

Upvote 0

Read Answer Asked by Donald on June 02, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: Hello,

Based on RBC estimates, Nuvei trades at 7% fcf yield f23 and 9.1% f24 and 15.5 pe.

That’s a PEG of .775 for a company growing at 20% into the future.

Understanding there is the worts of share dilution, how is this stock not one of the most attractive tech stocks on the open market?

Upvote 0

Read Answer Asked by James on June 02, 2023

• Lumine Group Inc. (LMN $24.79)
  • $24.79 P/E (TTM): 100.99X Cap: $6.60B
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Q: Is the current price a good entry level for the stock?

Upvote 0

Read Answer Asked by Gary on June 02, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $111.25)
  • $111.25 Cap: $13.01B
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• Brookfield Corporation Class A Limited Voting Shares (BN $55.30)
  • $55.30 P/E (TTM): 82.17X Cap: $127.13B
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Q: Both these companies are having a disastrous ytd 2023.Do you see any reason to own either in 2023 given both the real estate and retail outlooks for the year

Upvote 0

Read Answer Asked by Kim on June 02, 2023

• Exchange Income Corporation (EIF $101.03)
  • $101.03 P/E (TTM): 33.66X Cap: $5.65B
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Q: Why do you see the markets react so negatively to the Pal Air agreement with AC, or is it another reason?
Cheers, Chris

Upvote 0

Read Answer Asked by Christopher on June 02, 2023

• Pet Valu Holdings Ltd. (PET $23.22)
  • $23.22 P/E (TTM): 17.39X Cap: $1.63B
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Q: Hello, now that Chewy has announced coming to Canada in Q3, what do you think is the outlook for PET? Is the close-to-25% drop in share price since March enough to price in this development? Thanks

Upvote 0

Read Answer Asked by Martin on June 02, 2023

• Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR $10.08)
  • $10.08 Cap: $552M
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Q: Hello, can you explain the difference between Estimated Annualized yield of 5.48% 12 Month trailing yield of 4.63% for an ETF such as HFR?

Thank you,

Mike

Upvote 0

Read Answer Asked by Michael on June 02, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $55.30)
  • $55.30 P/E (TTM): 82.17X Cap: $127.13B
  • View BN Profile
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Q: Hello,

If the market were to turn over, how much lower do you believe BN could trade? Maybe you could provide a low, medium and high point based on hard or soft landing.

I’m hoping most is priced in lol.

Have a good weekend.

Upvote 0

Read Answer Asked by James on June 02, 2023

• NexGen Energy Ltd. (NXE $17.23)
  • $17.23 Cap: $11.66B
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Q: NXE has made a significant jump today with larger volume.
Any news on the wire?
Thank you.

Upvote 0

Read Answer Asked by Martin on June 02, 2023

• Marvell Technology Inc. (MRVL $91.22)
  • $91.22 P/E (TTM): 32.51X Cap: $81.28B
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• Alteryx Inc. Class A (AYX)
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• Palantir Technologies Inc. (PLTR $151.41)
  • $151.41 P/E (TTM): 248.3X Cap: $361.32B
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Q: Please rank these from an AI perspective.
Best to invest now.
Thanks!

Upvote 0

Read Answer Asked by Austin on June 02, 2023

• Pet Valu Holdings Ltd. (PET $23.22)
  • $23.22 P/E (TTM): 17.39X Cap: $1.63B
  • View PET Profile
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Q: Your thoughts please on initiating a position for a 3-5 year hold. Thank you.

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Read Answer Asked by Trevor on June 02, 2023