Investment Q&A

• CrowdStrike Holdings Inc. (CRWD $471.23)
  • $471.23 Cap: $120.03B
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Q: I have this in my US TFSA - sold upon hearing of lawsuits pending etc.
Do you think it is too early to get back in?
Thank you
Margaret

Upvote 7

Read Answer Asked by Margaret on August 21, 2024

• Planet Labs PBC Class A (PL $6.60)
  • $6.60 Cap: $1.95B
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Q: This looks like an interesting company. What do you think of the valuation?
Thanks

Upvote 1

Read Answer Asked by Curtis on August 21, 2024

• TD U.S. Equity Index ETF (TPU $48.90)
  • $48.90 P/E (TTM): 58.31X Cap: $2.80B
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Q: Which is a better investment for making 10% yield over the first year, including both dividend and capital appreciation: TPU.T or ZUE

Upvote 1

Read Answer Asked by Ron on August 21, 2024

• Aspen Aerogels Inc. (ASPN $7.77)
  • $7.77 Cap: $607M
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• ADF Group Inc. Subordinate Voting Shares (DRX $7.93)
  • $7.93 P/E (TTM): 4.23X Cap: $218M
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• Cellebrite DI Ltd. (CLBT $14.26)
  • $14.26 Cap: $3.40B
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Q: Which order would you add to these small cap stocks? Do you think they have long term potential?

Upvote 8

Read Answer Asked by Gary on August 21, 2024

• Peyto Exploration & Development Corp. (PEY $18.78)
  • $18.78 P/E (TTM): 12.67X Cap: $3.73B
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• Tourmaline Oil Corp. (TOU $60.33)
  • $60.33 P/E (TTM): 18.06X Cap: $22.78B
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• Birchcliff Energy Ltd. (BIR $6.78)
  • $6.78 P/E (TTM): 13.54X Cap: $1.84B
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Q: I own all three of these companies and I am doing quite well with all three. I am up 20% on BIR, 10% on PEY and way up on TOU as I bought it in the $5.00 range back in the depths of the oil and gas collapse. TOU represents 6% of my portfolio while PEY and BIR are about 1% each. I LOVE my dividends…….do I continue to hold all three or consolidate into TOU? After TOU’s takeover of CR, is one or both of BIR and PEY next?

Upvote 8

Read Answer Asked by Donald on August 21, 2024

• Blue Owl Capital Corporation (OBDC $14.88)
  • $14.88 P/E (TTM): 9.56X Cap: $7.57B
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Q: Blue Owl's share price was on a good up trend from last November until the end of May 2024, when it turned south. It has been declining since then. Can you identify what caused it to decline at that time? And what do you see happening with the share price going forward? Many thanks for your excellent service.

Upvote 3

Read Answer Asked by Leonard on August 21, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN $90.40)
  • $90.40 P/E (TTM): 236.68X Cap: $149.54B
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Q: why is the BN P/E ratio (80) so high?

Upvote 5

Read Answer Asked by Rob on August 21, 2024

• NextEra Energy Inc. (NEE $77.54)
  • $77.54 P/E (TTM): 28.53X Cap: $156.80B
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• Williams Companies Inc. (The) (WMB $57.36)
  • $57.36 P/E (TTM): 31.01X Cap: $70.42B
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Q: I tend to believe that utilities are a good place to invest actually ? considering : 1) dividends 2) still "reasonable" stock prices 3) always needed with all economic situations.Could you comment this point of vue and suggest 2 canadian+2 US utility stocks for long term safety.. Many thanks

Upvote 5

Read Answer Asked by Jean-Yves on August 21, 2024

• Alimentation Couche-Tard Inc. (ATD $76.81)
  • $76.81 P/E (TTM): 20.58X Cap: $72.68B
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Q: What is your take on ATD's announced "preliminary" offer for 7-11? The market seemed to not react to this. Some time ago they contemplated a large deal to purchase Total. That was not well received and it eventually did not go forward. If the 7-11 goes ahead, what impact will there be on the share price for ATD? Would they have to take on a lot of debt or issue a large amount of shares? Many thanks

Upvote 6

Read Answer Asked by Leonard on August 21, 2024

• E3 Lithium Ltd. (ETL $1.46)
  • $1.46 Cap: $110M
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Q: Good Morning
I appreciate your overview of E3 press release this morning of a Joint Development Agreement with Pure Lithium to Produce Lithium Metal Batteries in Alberta from E3 Brine.
Thank you
Gordon

Upvote 1

Read Answer Asked by Gordon on August 21, 2024

• Suncor Energy Inc. (SU $53.20)
  • $53.20 P/E (TTM): 10.7X Cap: $65.03B
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• Canadian Natural Resources Limited (CNQ $42.44)
  • $42.44 P/E (TTM): 11.72X Cap: $87.56B
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• Loblaw Companies Limited (L $217.56)
  • $217.56 P/E (TTM): 30.43X Cap: $66.10B
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• Franco-Nevada Corporation (FNV $218.54)
  • $218.54 P/E (TTM): 48.68X Cap: $41.10B
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• Metro Inc. (MRU $103.96)
  • $103.96 P/E (TTM): 23.55X Cap: $23B
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• Wheaton Precious Metals Corp. (WPM $130.19)
  • $130.19 P/E (TTM): 66.66X Cap: $56.78B
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• Tourmaline Oil Corp. (TOU $60.33)
  • $60.33 P/E (TTM): 18.06X Cap: $22.78B
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• Agnico Eagle Mines Limited (AEM $175.02)
  • $175.02 P/E (TTM): 26.08X Cap: $84.41B
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• Premium Brands Holdings Corporation (PBH $90.77)
  • $90.77 P/E (TTM): 33.98X Cap: $4.07B
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Q: Would be interested to hear your top picks in the following areas:
metals (gold in particular, with a low cost of production); energy, food.
Thanks

Upvote 11

Read Answer Asked by Judith on August 21, 2024

• WELL Health Technologies Corp. (WELL $4.68)
  • $4.68 Cap: $1.16B
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Q: WELL is drifting down after reporting good results a couple of weeks ago. What to you see happening over the next 6 months? What catalyst is needed to kick start an upward movement? Would you top up a position now?

Upvote 8

Read Answer Asked on August 21, 2024

Q: Please provide several recommendations for an elderly investor looking for preservation of capital with a solid return - prefer 5%+. I am currently significantly overweight Canadian banks and insurance companies.

Upvote 12

Read Answer Asked by Helen on August 21, 2024

• Cisco Systems Inc. (CSCO $68.16)
  • $68.16 P/E (TTM): 27.89X Cap: $270.62B
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• QUALCOMM Incorporated (QCOM $157.99)
  • $157.99 P/E (TTM): 16.22X Cap: $174.54B
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• Colgate-Palmolive Company (CL $88.70)
  • $88.70 P/E (TTM): 24.54X Cap: $70.21B
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• Humana Inc. (HUM $231.12)
  • $231.12 P/E (TTM): 15.77X Cap: $26.96B
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• Zoetis Inc. Class A (ZTS $151.19)
  • $151.19 P/E (TTM): 26.46X Cap: $65.61B
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• AtkinsRéalis Group Inc. (ATRL $96.50)
  • $96.50 P/E (TTM): 67.81X Cap: $17.09B
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Q: I have less than 1% positions in the above companies and am trying to reduce holdings. Can you please rank them buy, sell or hold. Thanks Stew

Upvote 2

Read Answer Asked by Stewart on August 21, 2024

• Northland Power Inc. (NPI $23.33)
  • $23.33 P/E (TTM): 23.72X Cap: $6.14B
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• Northland Power (NPI.PR. C)
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Q: Just wondering about the recent results for Northland Power. Seems to be a neutral response to it. Thank you.

Upvote 1

Read Answer Asked by Bradley on August 21, 2024

• Bayer AG ADR (BAYRY $8.15)
  • $8.15 Cap: $31.69B
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Q: your updated thoughts on bayer pls.

Upvote 1

Read Answer Asked by steve on August 21, 2024

• ConAgra Brands Inc. (CAG $19.40)
  • $19.40 P/E (TTM): 7.81X Cap: $8.95B
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• Philip Morris International Inc (PM $165.27)
  • $165.27 P/E (TTM): 37.14X Cap: $280.92B
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• Union Pacific Corporation (UNP $229.24)
  • $229.24 P/E (TTM): 20.35X Cap: $134.93B
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• British American Tobacco p.l.c. (BTI $52.22)
  • $52.22 Cap: $112.22B
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Q: your updated view on conagra pls. mainly buy&hold dividend investor. owned it for years, considering buying a little more.

Upvote 1

Read Answer Asked by steve on August 21, 2024

• Patterson-UTI Energy Inc. (PTEN $5.86)
  • $5.86 Cap: $2.29B
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Q: Any thoughts about this one? I know it is off of your typical radar but it looks like a great FCF yield!

Upvote 1

Read Answer Asked by Derek on August 21, 2024

• Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV $18.30)
  • $18.30 P/E (TTM): 34.21X Cap: $442M
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• Harvest Diversified Monthly Income ETF (HDIF $8.62)
  • $8.62 P/E (TTM): 22.34X Cap: $384M
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Q: RE: Asked by Larry on August 16, 2024 -- Follow-up:

Are those not amazingly good 1-year returns for HDIV, HDIF: H DIF: 19.3%, HDIV 23.3%? Is there risk here or some other reason to be cautious? Thx.

Upvote 4

Read Answer Asked by Paul on August 21, 2024

• Northland Power (NPI.PR. C)
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Q: Your thoughts on the recent results?

Upvote 1

Read Answer Asked by Bradley on August 21, 2024