Investment Q&A

Q: Hi Peter,
If one believes the Canadian dollar is going to be weak against the US$ for the next few years, when one buy US index ETFs like S&P 500 listed on the TSE, is it better to get the hedged or unhedged version and the reasoning behind.
Thanks.

Upvote 4

Read Answer Asked by Willie on November 11, 2024

• JPMorgan Chase & Co. (JPM $290.97)
  • $290.97 P/E (TTM): 14.29X Cap: $808.63B
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• Royal Bank of Canada (RY $182.36)
  • $182.36 P/E (TTM): 19.69X Cap: $257.04B
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• goeasy Ltd. (GSY $176.43)
  • $176.43 P/E (TTM): 11.38X Cap: $2.90B
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• Berkshire Hathaway Inc. (BRK.B $474.41)
  • $474.41 P/E (TTM): 12.63X Cap: $1.02T
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• Brookfield Corporation Class A Limited Voting Shares (BN $90.77)
  • $90.77 P/E (TTM): 240.69X Cap: $152.08B
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Q: I am currently holding BN, GSY, JPM, and RY in the financials sector and am considering selling GSY and buying BRK.B. I've held GSY for a number of years so have had a nice gain but wonder if BRK.B wouldn't be a more consistent mover?
Thank you

Upvote 6

Read Answer Asked by Lyle on November 11, 2024

• Premium Brands Holdings Corporation (PBH $89.70)
  • $89.70 P/E (TTM): 34.28X Cap: $4.02B
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Q: Can you suggest tax loss proxies or replacements for PBH? Thank you.

Upvote 3

Read Answer Asked by Andrew on November 11, 2024

• Check Point Software Technologies Ltd. (CHKP $222.64)
  • $222.64 Cap: $23.35B
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Q: The shares of CHKP had a significant drop recently. Was there anything in the last quarterly report that spooked investors? Does the current price offer a buying opportunity?
Many thanks for your thoughts.
Ian

Upvote 4

Read Answer Asked by Ian on November 11, 2024

• Costco Wholesale Corporation (COST $947.56)
  • $947.56 P/E (TTM): 55.55X Cap: $420.22B
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Q: Costco had a pretty big jump in its share price this past week....was there any news or anything to explain this?

Also, while Trump only takes power in January and things take time, but it is often said that the market is forward looking. I have to think that a lot of what Costco sells is imported (eg from China); though his threat might just be a lot of hot air, does the potential for them have a significant impact on Costco if Trump brings in big tariffs? Is this anything to worry about?

Thank you for your excellent service

Upvote 3

Read Answer Asked by Leonard on November 11, 2024

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $45.34)
  • $45.34 P/E (TTM): 64.3X Cap: $7.44B
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Q: Is there any reason for the recent drop in CAR.UN and is it still worth holding for longer term?

Upvote 2

Read Answer Asked by nick on November 11, 2024

• Atlassian Corporation (TEAM $194.36)
  • $194.36 Cap: $51.02B
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Q: Please comment on the latest quarterly results. Buy, Hold, Sell?

Upvote 1

Read Answer Asked by Larry M. on November 11, 2024

• BMO Global Infrastructure Index ETF (ZGI $50.89)
  • $50.89 P/E (TTM): 22.64X Cap: $733M
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Q: What do you think about this ETF for a 3-year hold?

Upvote 1

Read Answer Asked by David M. on November 11, 2024

• BlackRock Inc. (BLK $1,093.02)
  • $1,093.02 P/E (TTM): 26.81X Cap: $169.33B
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• Blackstone Inc. (BX $166.69)
  • $166.69 P/E (TTM): 50.97X Cap: $121.62B
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Q: Are they both a buy today?
Thanks Again

Upvote 4

Read Answer Asked by eugene on November 11, 2024

• Motorola Solutions Inc. (MSI $420.91)
  • $420.91 P/E (TTM): 35.07X Cap: $70.25B
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• Axon Enterprise Inc. (AXON $751.55)
  • $751.55 P/E (TTM): 182.63X Cap: $58.50B
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Q: Are both of these a buy today?
Thanks Again

Upvote 4

Read Answer Asked by eugene on November 11, 2024

• Intuitive Surgical Inc. (ISRG $516.12)
  • $516.12 P/E (TTM): 75.93X Cap: $184.98B
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• Uber Technologies Inc. (UBER $91.16)
  • $91.16 P/E (TTM): 15.87X Cap: $189.43B
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Q: Looking at both UBER and ISRG. Please rate them for both growth and risk on a scale of 1-10 (10 being high) and indicate your favourite of the two if purchased today with reasons why. Thank you.

Upvote 2

Read Answer Asked by Maureen on November 11, 2024

• Celestica Inc. (CLS $223.09)
  • $223.09 P/E (TTM): 45.85X Cap: $25.27B
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Q: CLS has had a strong run since their latest results. At today's price would you consider it a buy, hold or sell and what is your reasoning for the rating? Thanks so much!

Upvote 8

Read Answer Asked by Brendon on November 11, 2024

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $37.96)
  • $37.96 P/E (TTM): 5.74X Cap: $1.05B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $52.62)
  • $52.62 P/E (TTM): 14.74X Cap: $3.02B
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Q: Which one do you prefer? Thanks.

Upvote 3

Read Answer Asked by David M. on November 11, 2024

Q: What Canadians would be best for trump presidency

Upvote 5

Read Answer Asked by Sam on November 11, 2024

• Algonquin Power & Utilities Corp. (AQN $8.28)
  • $8.28 Cap: $6.23B
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Q: Could you please comment on the third-quarter results for this company? Have they announced what they will do with the cash that they will receive from the renewable business when it closes? What do you think of the prospects for this company?

Upvote 5

Read Answer Asked by Irwin on November 11, 2024

• Kraken Robotics Inc. (PNG $3.82)
  • $3.82 P/E (TTM): 52.71X Cap: $969M
  • View PNG Profile
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Q: Does Kraken report earnings soon?Expectations?

Upvote 1

Read Answer Asked by Kim on November 11, 2024

• Constellation Software Inc. (CSU $4,916.44)
  • $4,916.44 P/E (TTM): 104.1X Cap: $104.49B
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Q: Hi, Could you please comment on CSu earnings. Thank you

Upvote 9

Read Answer Asked by francis on November 11, 2024

• iShares Russell 2000 Growth ETF (IWO $290.47)
  • $290.47 P/E (TTM): 41.78X Cap: $11.79B
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• iShares Russell 2000 ETF (IWM $221.43)
  • $221.43 P/E (TTM): 32.38X Cap: $66.55B
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Q: What is the difference between these two and which do you like better?

Upvote 3

Read Answer Asked by Carla on November 11, 2024

• BCE Inc. (BCE $32.83)
  • $32.83 P/E (TTM): 77.38X Cap: $29.95B
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Q: With BCE’s dividend yield now at 10% following a sharp drop in its share price, do you think the management might decide to cut the dividend soon? I’d appreciate your thoughts on this.

Upvote 10

Read Answer Asked by Esther on November 11, 2024

• Clear Secure Inc. Class A (YOU $29.54)
  • $29.54 P/E (TTM): 16.52X Cap: $3.92B
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Q: Hi 5i,
What is 5i opinion after earning release ,,,,SP down about 23 % ,,,,Did they miss earnings bigly? How do you view going forward.... Would 5i be interested and at what price....

thx

Upvote 1

Read Answer Asked by jim on November 11, 2024