Investment Q&A

• KKR & Co. Inc. (KKR $96.27)
  • $96.27 P/E (TTM): 39.06X Cap: $85.32B
  • View KKR Profile
  • View Questions on KKR
• Blackstone Inc. (BX $117.83)
  • $117.83 P/E (TTM): 32.58X Cap: $85.96B
  • View BX Profile
  • View Questions on BX
• Apollo Global Management Inc. (APO $116.95)
  • $116.95 P/E (TTM): 16.58X Cap: $66.24B
  • View APO Profile
  • View Questions on APO
• Ares Management Corporation Class A (ARES $118.64)
  • $118.64 P/E (TTM): 49.3X Cap: $38.29B
  • View ARES Profile
  • View Questions on ARES
• Brookfield Corporation Class A Limited Voting Shares (BN $62.13)
  • $62.13 P/E (TTM): 88.8X Cap: $138.44B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $67.63)
  • $67.63 P/E (TTM): 30.6X Cap: $106.96B
  • View BAM Profile
  • View Questions on BAM

Q: Hi group ...Can you explain the difference between private equity and private credit. Also how to patriciate in this sector and what is your top 3 picks to start positions?...Thanks for your help

Upvote 6

Read Answer Asked by Terence on August 13, 2024

• Adaptimmune Therapeutics plc (ADAP)
  • Cap: $14M
  • View ADAP Profile
  • View Questions on ADAP

Q: Greetings, can you please provide an analysis of the June 30/24 financial results and your assessment of future prospects. Would you rate it as a buy, hold or sell? Thank you.

Upvote 1

Read Answer Asked by Barbara on August 13, 2024

• e.l.f. Beauty Inc. (ELF $92.94)
  • $92.94 P/E (TTM): 50.89X Cap: $5.59B
  • View ELF Profile
  • View Questions on ELF

Q: Thoughts on ELF's latest quarter? Is it a buy/hold/sell? If a buy, what weighting would you apply in a growth portfolio?

Upvote 3

Read Answer Asked by Gooding on August 13, 2024

• BCE Inc. (BCE $35.41)
  • $35.41 P/E (TTM): 5.36X Cap: $33.28B
  • View BCE Profile
  • View Questions on BCE
• TELUS Corporation (T $18.43)
  • $18.43 P/E (TTM): 25.83X Cap: $28.98B
  • View T Profile
  • View Questions on T

Q: How safe is the dividend of Telus and BCE?

Upvote 8

Read Answer Asked by Danny on August 13, 2024

• Lumine Group Inc. (LMN $20.24)
  • $20.24 P/E (TTM): 74.82X Cap: $4.85B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Did lumine issue new stock in the past quarter? If so I guess they aren’t following the constellation playbook?

Upvote 7

Read Answer Asked by Cory on August 13, 2024

• Exchange Income Corporation (EIF $109.26)
  • $109.26 P/E (TTM): 37.07X Cap: $5.49B
  • View EIF Profile
  • View Questions on EIF

Q: Your thoughts on earnings and growth prospects for next 1-3 years

Upvote 7

Read Answer Asked by Bill on August 13, 2024

• Super Micro Computer Inc. (SMCI $32.54)
  • $32.54 P/E (TTM): 22.58X Cap: $18.64B
  • View SMCI Profile
  • View Questions on SMCI

Q: Can you please provide your opinion about starting a position in SMCI?

Upvote 5

Read Answer Asked by Gurdeep on August 13, 2024

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $62.20)
  • $62.20 P/E (TTM): 30.32X Cap: $4.14B
  • View XQQ Profile
  • View Questions on XQQ

Q: What happened to the price on Aug 8-9 it seems to have dropped 60 some odd %. I am hoping for a share split. I have not received any notification. Thanks

Upvote 2

Read Answer Asked by Gary on August 13, 2024

• Bank of Nova Scotia (The) (BNS $103.43)
  • $103.43 P/E (TTM): 25.56X Cap: $128.28B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• BCE Inc. (BCE $35.41)
  • $35.41 P/E (TTM): 5.36X Cap: $33.28B
  • View BCE Profile
  • View Questions on BCE
• Enbridge Inc. (ENB $71.53)
  • $71.53 P/E (TTM): 27.44X Cap: $156.66B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TC Energy Corporation (TRP $86.41)
  • $86.41 P/E (TTM): 26.86X Cap: $86.90B
  • View TRP Profile
  • View Questions on TRP

Q: Is there any CAD dividend stock paying over 6% yield that you feel are safe and can be invested for a long-term.

Upvote 10

Read Answer Asked by Danny on August 13, 2024

• Hecla Mining Company (HL $24.03)
  • $24.03 P/E (TTM): 48.96X Cap: $15.84B
  • View HL Profile
  • View Questions on HL

Q: I have a few US dollars in my TFSA. Is Hecla Mining a buy here?

Upvote 1

Read Answer Asked by george on August 13, 2024

• Rogers Sugar Inc. (RSI $6.58)
  • $6.58 P/E (TTM): 11.91X Cap: $849M
  • View RSI Profile
  • View Questions on RSI

Q: Could you comment on results?

Upvote 2

Read Answer Asked by terrance on August 13, 2024

• Edwards Lifesciences Corporation (EW $83.83)
  • $83.83 P/E (TTM): 35.53X Cap: $47.81B
  • View EW Profile
  • View Questions on EW

Q: i've owned a half position in Edwards Lifesciences for several years in a basket of several important US medical companies. Certainly I see an opportunity to create a full position at these low levels. However I'm primarily a dividend investor close to retirement, and Edwards does not pay me a dividend. Is the company ever likely to pay a dividend ? What is the likely future for this company ten or twenty years out.

Upvote 2

Read Answer Asked by steve on August 13, 2024

• REV Group Inc. (REVG)
  • P/E (TTM): 33.65X Cap: $3.11B
  • View REVG Profile
  • View Questions on REVG

Q: Thoughts on revg, thank you

Upvote 2

Read Answer Asked by Ada on August 13, 2024

• Lumine Group Inc. (LMN $20.24)
  • $20.24 P/E (TTM): 74.82X Cap: $4.85B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Why is Lumine collapsing?

Upvote 22

Read Answer Asked by Kim on August 13, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $165.71)
  • $165.71 P/E (TTM): 127.25X Cap: $209.25B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Ero Copper Corp. (ERO $47.96)
  • $47.96 P/E (TTM): 23.8X Cap: $4.76B
  • View ERO Profile
  • View Questions on ERO
• Elastic N.V. (ESTC $57.98)
  • $57.98 Cap: $5.94B
  • View ESTC Profile
  • View Questions on ESTC
• Encore Energy Corp. (EU $3.83)
  • $3.83 Cap: $675M
  • View EU Profile
  • View Questions on EU
• Vertiv Holdings LLC Class A (VRT $263.33)
  • $263.33 P/E (TTM): 92.61X Cap: $96.85B
  • View VRT Profile
  • View Questions on VRT
• Lumine Group Inc. (LMN $20.24)
  • $20.24 P/E (TTM): 74.82X Cap: $4.85B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN
• Nextpower Inc. (NXT $119.61)
  • $119.61 P/E (TTM): 29.92X Cap: $17.90B
  • View NXT Profile
  • View Questions on NXT

Q: I'm looking to raise some cash by selling a combination of stocks. In what order would you sell from this particular list?

Upvote 10

Read Answer Asked by Alfred on August 13, 2024

• Sienna Senior Living Inc. (SIA $23.29)
  • $23.29 P/E (TTM): 53.09X Cap: $2.29B
  • View SIA Profile
  • View Questions on SIA

Q: Have held Sienna for about 4 years, and despite some ups and downs, currently have some decent capital gains on top of the nice dividend. I have been considering selling it, but now notice there is a new issue. Could you comment on the purpose of the new issue and if you consider Sienna a hold or sell. This is in an RSP, so no tax implications.
Thank-you

Upvote 1

Read Answer Asked by grant on August 13, 2024

• Amazon.com Inc. (AMZN $209.30)
  • $209.30 P/E (TTM): 28.63X Cap: $2.23T
  • View AMZN Profile
  • View Questions on AMZN
• Costco Wholesale Corporation (COST $995.21)
  • $995.21 P/E (TTM): 68.52X Cap: $443.17B
  • View COST Profile
  • View Questions on COST
• Alphabet Inc. (GOOGL $310.59)
  • $310.59 P/E (TTM): 28.81X Cap: $3.76T
  • View GOOGL Profile
  • View Questions on GOOGL
• Microsoft Corporation (MSFT $398.73)
  • $398.73 P/E (TTM): 24.04X Cap: $2.88T
  • View MSFT Profile
  • View Questions on MSFT
• Constellation Software Inc. (CSU $2,457.75)
  • $2,457.75 P/E (TTM): 56.43X Cap: $50.19B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Hi Folks,
I have some cash to deploy in my non registered account. I am looking at adding to CSU, AMZN, GOOGL, MSFT or COST. Would you please rank in order of adding to at current prices.
Thanks

Upvote 9

Read Answer Asked by JOHN on August 13, 2024

• WSP Global Inc. (WSP $220.78)
  • $220.78 P/E (TTM): 32.34X Cap: $28.47B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP

Q: Any brief comments as it is after business hours, on the WSP acquisition and financing via receipts?

Upvote 12

Read Answer Asked by Aaron on August 12, 2024

Q: Good Morning,

The portfolioès update dated August 8, is the July report. Take this private if you wish.

Upvote 2

Read Answer Asked by Kelly on August 12, 2024

Q: Good day,

I am selling some positions and want build up cash. I have put it into TDB2914 Premium MMF at 4.52%. Is there any bettter options? How about a bond ETF?

Thanks,
George

Upvote 3

Read Answer Asked by George on August 12, 2024