Investment Q&A

• Verizon Communications Inc. (VZ $40.80)
  • $40.80 P/E (TTM): 8.74X Cap: $172.03B
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• BCE Inc. (BCE $32.50)
  • $32.50 P/E (TTM): 4.9X Cap: $30.30B
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• TC Energy Corporation (TRP $75.36)
  • $75.36 P/E (TTM): 23.09X Cap: $78.44B
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• WSP Global Inc. (WSP $241.65)
  • $241.65 P/E (TTM): 36.1X Cap: $31.56B
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Q: Looking to raise some money. In what order would you sell these with your reasons.
Thanks. ram

Upvote 4

Read Answer Asked by Ray on March 11, 2024

Q: LEXX on Nasdaq, Lexaria Bioscience Corp, do you have any insight on this company and why it is trending higher of late? Thanks.

Upvote 1

Read Answer Asked by Christopher on March 09, 2024

• Sangoma Technologies Corporation (STC $7.25)
  • $7.25 Cap: $240M
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Q: Hi, so, I know I can find out about insider trades on 5i or SEDI. But are there other resources to tell you if certain non insiders are buying big chunks of stock?
The last few days there has been quite a bit of buying on Sangoma, on very little news that I can see. It's great as the price is up quite a bit, but I'm intrigued to learn more but don't know where to look.
I suppose that may be the point though!
If nothing there, any thoughts on why sangoma is moving so much these days?

Upvote 2

Read Answer Asked by Allan on March 09, 2024

• Broadcom Inc. (AVGO $339.81)
  • $339.81 P/E (TTM): 91.82X Cap: $1.60T
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• Microsoft Corporation (MSFT $474.82)
  • $474.82 P/E (TTM): 34.03X Cap: $3.52T
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• NVIDIA Corporation (NVDA $176.29)
  • $176.29 P/E (TTM): 43.43X Cap: $4.28T
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• Advanced Micro Devices Inc. (AMD $207.58)
  • $207.58 P/E (TTM): 104.76X Cap: $337.94B
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Q: What would be in your opinion 2 or 3 names that could be giving NVDA some serious competition now and or in the near future?
Thank you!

Upvote 8

Read Answer Asked by Jacques on March 09, 2024

• NVIDIA Corporation (NVDA $176.29)
  • $176.29 P/E (TTM): 43.43X Cap: $4.28T
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• Super Micro Computer Inc. (SMCI $31.37)
  • $31.37 P/E (TTM): 25.46X Cap: $18.72B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.39)
  • $62.39 P/E (TTM): 91.28X Cap: $140.08B
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Q: Is this a good long term hold ? I am watching stocks like NVDA and SMCI appreciate while this LTBH stock moves like a snail. Would it be worth it to sell BN and put it into the AI sector or is this still likely going to be a buy and hold forever stock like so many say it is?

Upvote 10

Read Answer Asked by tony on March 08, 2024

• Miscellaneous (MISC)
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Q: My question concerns the significance in a stock’s price bid & ask price difference. Today LMN’s bid ask difference is .15 cents while BCE’s is .01 cents. Question 1 is why do stocks have varying bid ask differences. Question 2 is it better to buy stocks with small bid ask differences. And question 3 does a third party prosper if a stock has a large bib ask difference. Thanks … Cal

Upvote 7

Read Answer Asked by cal on March 08, 2024

• Hewlett Packard Enterprise Company (HPE $24.05)
  • $24.05 P/E (TTM): 28.08X Cap: $31.73B
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Q: Is it too late to buy hpe following their news about entry into the ai server market? Looks like it has a low P/E ratio. Thanks.

Jason

Upvote 2

Read Answer Asked by Jason on March 08, 2024

• Global Payments Inc. (GPN $81.63)
  • $81.63 P/E (TTM): 11.56X Cap: $19.32B
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• FleetCor Technologies Inc. (FLT)
  • P/E (TTM): 21.63X Cap: $22.01B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.08)
  • $16.08 Cap: $2.18B
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• Shift4 Payments Inc. Class A (FOUR $66.12)
  • $66.12 P/E (TTM): 32.28X Cap: $5.85B
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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• Fiserv Inc. (FISV)
  • P/E (TTM): 9.86X
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Q: Could you formulate who are the direct competitors of Nuvei listed on North America stock market please?

Thanks

Upvote 5

Read Answer Asked by Daniel on March 08, 2024

• NVIDIA Corporation (NVDA $176.29)
  • $176.29 P/E (TTM): 43.43X Cap: $4.28T
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• Crocs Inc. (CROX $90.66)
  • $90.66 P/E (TTM): 29.29X Cap: $4.70B
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• Axon Enterprise Inc. (AXON $551.79)
  • $551.79 P/E (TTM): 178.91X Cap: $43.54B
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• CECO Environmental Corp. (CECO $61.21)
  • $61.21 P/E (TTM): 42.93X Cap: $2.18B
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• Churchill Downs Incorporated (CHDN $117.59)
  • $117.59 P/E (TTM): 21.23X Cap: $8.14B
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• Eagle Materials Inc (EXP $222.95)
  • $222.95 P/E (TTM): 16.73X Cap: $7.14B
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• Celsius Holdings Inc. (CELH $43.81)
  • $43.81 P/E (TTM): 398.55X Cap: $11.29B
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• Blue Bird Corporation (BLBD $51.01)
  • $51.01 P/E (TTM): 12.98X Cap: $1.60B
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Q: Thoughts on the dramatic reversal today in NVDA? Are these just the bots selling and then retail panicking causing more selling? Near term top? What are your general thoughts on the markets currently? Does tech need a cooling off period to reset? If you were trimming NVDA, what are some best ideas non tech or AI related to currently buy or add to? Long term investor and focused on keeping position sizing in line. Thanks!

Upvote 15

Read Answer Asked by Keith on March 08, 2024

• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $54.97)
  • $54.97 P/E (TTM): 31.81X Cap: $2.14B
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Q: I notice AND is up over 10% today . I suspect this is because of the earnings report. Please comment on earnings and more importantly any comments on outlook they may have stated in either their conference call or earnings report. Thanks Garth ......

Upvote 4

Read Answer Asked by Garth on March 08, 2024

• Enbridge Inc. (ENB $65.66)
  • $65.66 P/E (TTM): 25.03X Cap: $143.22B
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• Canadian Natural Resources Limited (CNQ $44.66)
  • $44.66 P/E (TTM): 14.33X Cap: $93.03B
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• Algonquin Power & Utilities Corp. (AQN $8.21)
  • $8.21 Cap: $6.30B
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Q: I know it's not exactly apples to apples, but would you view a swap from AQN to CNQ is a likely net positive 1/5/10 years out? This is for the 'stable' part of my portfolio - some growth but dividends and overall steadiness. Could also consider ENB or FTS (already own BIP). . Thanks in advance. - Jeff

Upvote 5

Read Answer Asked by Jeff on March 08, 2024

• Costco Wholesale Corporation (COST $860.56)
  • $860.56 P/E (TTM): 63.49X Cap: $381.38B
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Q: Can I have your thoughts about Costco’s most recent quarterly results?

Upvote 8

Read Answer Asked by David M. on March 08, 2024

• Tantalus Systems Holding Inc. (GRID $4.86)
  • $4.86 Cap: $250M
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Q: Based on your previous thoughts on Tantalus systems can you comment on their recent partnership with General Electric and what would be the impact on their future revenues? And can you comment on their unusual spikes in volume on February 22nd and 28th? Big buyers before the spike up?

Thank you

Upvote 4

Read Answer Asked by James on March 08, 2024

• Linamar Corporation (LNR $80.95)
  • $80.95 P/E (TTM): 19.73X Cap: $4.84B
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Q: your opinion on LNR results, is it buy, sell, hold.

Upvote 4

Read Answer Asked by bill on March 08, 2024

• EQB Inc. (EQB $98.00)
  • $98.00 P/E (TTM): 14.8X Cap: $3.68B
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• VersaBank (VBNK $19.59)
  • $19.59 P/E (TTM): 21.63X Cap: $637M
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Q: Your comments please on their quarterly results and outlook moving forward. Thanks.

Upvote 5

Read Answer Asked by Adam on March 08, 2024

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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Q: Thoughts on the quarter please?

Upvote 3

Read Answer Asked by blake on March 08, 2024

• EQB Inc. (EQB $98.00)
  • $98.00 P/E (TTM): 14.8X Cap: $3.68B
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• VersaBank (VBNK $19.59)
  • $19.59 P/E (TTM): 21.63X Cap: $637M
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Q: I was just looking at VBNK. The company's performance data looks extremely compelling, And also company insider buying is extensive ; more than what I ever recall seeing on any of the companies I follow. Could you please provide me with an analysis of the investment merits of the company. Also could you compare this company for potential purchase with EQB. What would be your preference, or would a position in both be advisable? Thanks.

Upvote 3

Read Answer Asked by John on March 08, 2024

• Accenture plc Class A (Ireland) (ACN $274.66)
  • $274.66 P/E (TTM): 22.35X Cap: $180.77B
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• Fortinet Inc. (FTNT $81.52)
  • $81.52 P/E (TTM): 33.84X Cap: $60.62B
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• Palo Alto Networks Inc. (PANW $185.88)
  • $185.88 P/E (TTM): 121.32X Cap: $129.55B
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• Zscaler Inc. (ZS $230.31)
  • $230.31 Cap: $36.72B
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• FTI Consulting Inc. (FCN $170.59)
  • $170.59 P/E (TTM): 21.72X Cap: $5.14B
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• Booz Allen Hamilton Holding Corporation (BAH $91.87)
  • $91.87 P/E (TTM): 14.16X Cap: $11.14B
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• CrowdStrike Holdings Inc. (CRWD $487.47)
  • $487.47 Cap: $122.89B
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Q: Digital Currency

With the long-rumored conversion of US currency to digital format, and presumably Canadian followup, what types of companies will most profit from these changes and what specific recommendations do you have? Are there any overall structural changes to handling a portfolio that you suggest?
Thanks for your ongoing great service.

Upvote 4

Read Answer Asked by David on March 08, 2024

• Open Text Corporation (OTEX $45.97)
  • $45.97 P/E (TTM): 17.37X Cap: $11.58B
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Q: Hi team,

Otex seems to have found support around the 200 day, is trading at approximately 8pe and has a +2% dividend.

Is there anything to like about this name and if so, when would you step in?

Upvote 5

Read Answer Asked by James on March 08, 2024

• Zoetis Inc. Class A (ZTS $120.98)
  • $120.98 P/E (TTM): 19.98X Cap: $53.31B
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Q: Hello,

Would Zoetis be a stock that you would recommend and if yes what would you suggest for an entry price?

Upvote 2

Read Answer Asked by Josette on March 08, 2024