Investment Q&A

• Ford Motor Company (F $12.24)
  • $12.24 Cap: $48.83B
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• Nucor Corporation (NUE $170.43)
  • $170.43 P/E (TTM): 22.54X Cap: $38.60B
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• Century Aluminum Company (CENX $53.56)
  • $53.56 P/E (TTM): 129.64X Cap: $5.31B
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• Commercial Metals Company (CMC $66.29)
  • $66.29 P/E (TTM): 17.06X Cap: $7.22B
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• AECOM (ACM $91.37)
  • $91.37 P/E (TTM): 31.78X Cap: $12.33B
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• Kaiser Aluminum Corporation (KALU $125.09)
  • $125.09 P/E (TTM): 18.28X Cap: $1.98B
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• Steel Dynamics Inc. (STLD $182.19)
  • $182.19 P/E (TTM): 22.77X Cap: $26.42B
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• Jacobs Solutions Inc. (J $131.84)
  • $131.84 P/E (TTM): 37.41X Cap: $15.48B
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• Stellantis N.V. (STLA $6.90)
  • $6.90 Cap: $19.99B
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Q: It has been reported that various companies are going to invest 8 trillion dollars into the U.S. economy in the future. What companies/sectors do you think will benefit the most from this investment?

Upvote 2

Read Answer Asked by Jerry on May 02, 2025

• Microsoft Corporation (MSFT $405.76)
  • $405.76 P/E (TTM): 25.6X Cap: $3.01T
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Q: Hi 5i.

I am hoping you can answer this question, which has been puzzling me for awhile. Every day, when I look at the list of the top-traded stocks on the NASDAQ in the Financial Post, MSFT is never there. I can't understand why this would be. Is it because a huge percentage of the stock is held by institutions that simply do not trade it?

Upvote 3

Read Answer Asked by William on May 01, 2025

• Russel Metals Inc. (RUS $46.70)
  • $46.70 P/E (TTM): 15.49X Cap: $2.61B
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• Hennessy Sustainable ETF (STNC $34.58)
  • $34.58 P/E (TTM): 20.02X Cap: $92M
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Q: I am thinking of buying one of these companies, which one would be your choice. I already own WSP and AtRL.
Thank you very much
Dorothy

Upvote 2

Read Answer Asked by Dorothy on May 01, 2025

• Toromont Industries Ltd. (TIH $201.68)
  • $201.68 P/E (TTM): 33.0X Cap: $16.42B
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Q: Your comments on their recent numbers please.
Thx

Upvote 6

Read Answer Asked by Bill on May 01, 2025

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,266.81)
  • $2,266.81 P/E (TTM): 7.67X Cap: $48.62B
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• ONEX Corporation Subordinate Voting Shares (ONEX $100.55)
  • $100.55 P/E (TTM): 8.4X Cap: $6.90B
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• Pinetree Capital Ltd. (PNP $9.93)
  • $9.93 P/E (TTM): 3.3X Cap: $93M
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• Berkshire Hathaway Inc. (BRK.B $494.14)
  • $494.14 P/E (TTM): 0.04X Cap: $1.06T
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• Brookfield Corporation Class A Limited Voting Shares (BN $56.62)
  • $56.62 P/E (TTM): 82.17X Cap: $127.13B
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Q: Berkshire Hathaway has been very successful at buying wonderful businesses at good prices. Is there a Canadian company with an identical mantra?

Upvote 5

Read Answer Asked by James on May 01, 2025

• Robinhood Markets Inc. (HOOD $78.53)
  • $78.53 P/E (TTM): 38.9X Cap: $70.70B
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Q: Could I have your take on earnings- pull back a good entry point?

Upvote 2

Read Answer Asked by Scott on May 01, 2025

• Alamos Gold Inc. (AGI $68.69)
  • $68.69 P/E (TTM): 24.36X Cap: $28.84B
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Q: In past Q&A's you guys have made some positive comments on AGI.

Today however the stock is tanking on earnings. Can you please let us know about your thoughts on earnings and your thoughts going forward on the stock.

Would you hold, buy or sell on this latest report?

Thanks


Sheldon

Upvote 3

Read Answer Asked by Sheldon on May 01, 2025

• Shake Shack Inc. Class A (SHAK $95.40)
  • $95.40 P/E (TTM): 87.77X Cap: $4.15B
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• Uber Technologies Inc. (UBER $72.36)
  • $72.36 P/E (TTM): 15.61X Cap: $148.92B
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Q: May I please get your thoughts on SHAK?

Thanks

Dave

Upvote 2

Read Answer Asked by David on May 01, 2025

• Eli Lilly and Company (LLY $1,001.35)
  • $1,001.35 P/E (TTM): 43.94X Cap: $946.09B
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Q: LLY reported this am. I have been waiting to buy. What are your thoughts on LLY and would you be a buyer of a half position here?

Upvote 3

Read Answer Asked by sean on May 01, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $29.64)
  • $29.64 Cap: $11.57B
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Q: Saw the news that GLXY is listing on the NASDAQ and read the FAQ document they prepared.
Any benefit to converting shares to the NASDAQ? if yes, should I Sell and repurchase or have broker transfer the shares?
OR do nothing and leave in my CAD account as TSX shares?

Upvote 2

Read Answer Asked by Mark on May 01, 2025

• GFL Environmental Inc. subordinate voting shares (GFL $59.10)
  • $59.10 P/E (TTM): 6.27X Cap: $21.22B
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Q: Could you please comment on GFL results. Thank You

Upvote 4

Read Answer Asked by rajeev on May 01, 2025

• Apple Inc. (AAPL $260.83)
  • $260.83 P/E (TTM): 32.9X Cap: $3.82T
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• Amazon.com Inc. (AMZN $214.33)
  • $214.33 P/E (TTM): 29.78X Cap: $2.30T
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• Meta Platforms Inc. (META $654.07)
  • $654.07 P/E (TTM): 27.56X Cap: $1.65T
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• Alphabet Inc. (GOOG $306.93)
  • $306.93 P/E (TTM): 28.31X Cap: $3.71T
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• Microsoft Corporation (MSFT $405.76)
  • $405.76 P/E (TTM): 25.6X Cap: $3.01T
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• NVIDIA Corporation (NVDA $184.76)
  • $184.76 P/E (TTM): 37.28X Cap: $4.48T
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• Tesla Inc. (TSLA $399.24)
  • $399.24 P/E (TTM): 369.15X Cap: $1.49T
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Q: My mag7 holdings have only really consisted of GOOG and NVDA, is this good enough? Seeing MSFT and META with strong earnings, should I diversity more into the other holdings? If you were to rank the mag7, what would they look like? Was considering a stake in AMZN and I know they report tonight. Thank you!

Upvote 18

Read Answer Asked by Keith on May 01, 2025

• Corton Enhanced Income Fund (RAAA $24.97)
  • $24.97 Cap: $16M
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• Brompton Wellington Square AAA CLO ETF (BAAA $19.62)
  • $19.62 Cap: $106M
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Q: Further to my last question on MAAA, is there a CLO that you would recommend?

Upvote 2

Read Answer Asked by Gregory on May 01, 2025

Q: What is your view on proffered shares inclusion in a small size (~200 000) self- directed beginner portfolio ? Would you recommend such investment and what percentage of one portfolio?

Upvote 1

Read Answer Asked by Miroslaw on May 01, 2025

• Zebra Technologies Corporation (ZBRA $212.47)
  • $212.47 P/E (TTM): 26.13X Cap: $11.38B
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Q: Zebra Technologies just reported earnings and, while it beat expectations and has a solid backlog and pipeline, the outlook is looking rather dismal due to so much macroeconomic uncertainty. I was also wondering, with so many customers buying during the pandemic, how long until you think they will need to upgrade? I know the company is expanding into adjacent markets and internationally but wonder if most businesses now have the technology in place. Would you move on? Or hold? Thank you.

Upvote 3

Read Answer Asked by Kim on May 01, 2025

• BSR Real Estate Investment Trust (HOM.UN $16.95)
  • $16.95 Cap: $661M
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Q: Can you tell me what you think of todays news release regarding the strategic sale of properties in Dallas in addition to the early waning disclosure. Are each of these positive, negative or neutral for the stock and why?

Upvote 1

Read Answer Asked by arnold on May 01, 2025

Q: MAAA Any thoughts on Mackenzie AAA CLO ETF Trust Units? Would it be a good addition to a fixed income portfolio?

Upvote 1

Read Answer Asked by Gregory on May 01, 2025

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $44.82)
  • $44.82 P/E (TTM): 1.18X Cap: $9B
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• Mackenzie GQE Global Equity ETF (MGQE $28.58)
  • $28.58 P/E (TTM): 26.22X Cap: $345M
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Q: For international exposure, VIU or MFC099, which also has an ETF.

Upvote 1

Read Answer Asked by Gregory on May 01, 2025

• CI Tech Giants Covered Call ETF (TXF $22.40)
  • $22.40 P/E (TTM): 0.25X Cap: $720M
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Q: Is this still worth holding? It is down like many type ETFs. CI Global Asset Mgt is to be purchased by Mubadala Capital. Not sure if everything will be "steady as she goes".

Upvote 3

Read Answer Asked by Stephen on May 01, 2025

• Generac Holdlings Inc. (GNRC $210.71)
  • $210.71 P/E (TTM): 76.99X Cap: $11.97B
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Q: Based on increased weather volatility I would have thought Generac's business would be booming, however the price of the stock and momentum does not reflect this. Is this a buying opportunity or have I missed something? Would you buy at this level or are there other companies in the sector that you would prefer. Thanks for your analysis.

Upvote 3

Read Answer Asked by Ian on May 01, 2025