Investment Q&A

• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: I don't subscribe so only have the headline from The Economist of Nov. 30. Can anyone post the article?
Probably cause of recent strength.

How a Canadian company became the world’s best acquirer of tech firms
Meet Constellation Software, tech’s Berkshire Hathaway
Constellation Software company logo.

Upvote 18

Read Answer Asked by Joseph on December 06, 2023

• Fortis Inc. (FTS)
  • View FTS Profile
  • View Questions on FTS
• Brookfield Renewable Partners L.P. (BEP.UN)
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: Which do you prefer between these two for a 10 year hold and rational?
I hold BEP and wondering if I should switch to FTS.
Thanks

Upvote 11

Read Answer Asked by Marco on December 06, 2023

• WELL Health Technologies Corp. (WELL)
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Galaxy Digital Inc. Class A common stock (GLXY)
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Lumine Group Inc. (LMN)
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: I am looking to redeploy some cash,
Of these three companies, which do you prefer as an investment and why?
Thanks

Upvote 15

Read Answer Asked by Chuck on December 06, 2023

Q: Jim Rogers believes Uzbekistan has opportunities… How could one invest there easily…??

Upvote 2

Read Answer Asked by James on December 06, 2023

• Topicus.com Inc. (TOI)
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN)
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Hi Peter, Ryan, and Team,

For portfolio balancing purposes, I need to sell one of the above stocks, and am favouring selling TOI and keeping LMN. Would you concur?

Thanks as always for your insight.

Upvote 10

Read Answer Asked by Jerry on December 06, 2023

• BRP Inc. Subordinate Voting Shares (DOO)
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO

Q: According to ycharts.com, Doo has bought and cancelled over 20 million shares since Jan 2019, rough math thats close to 25% of the float. At todays price several of those shares were bought at a higher price of course. I understand management cant see the future and has little control of the share price. In general do companies buy their own shares thinking they are undervalued mainly, does it help prop the price up? In regards to DOO and the p/e, is it fair to say todays p/e is propped up 25% due to the cancellations since 2019?

Upvote 6

Read Answer Asked by Charles on December 06, 2023

• Pure Storage Inc. Class A (PSTG)
  • View PSTG Profile
  • View Questions on PSTG

Q: Please comment on the most recent quarterly results. What can be expected going forward?

Upvote 1

Read Answer Asked by Larry M. on December 06, 2023

• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Current PEs for CSU and Shop seem stratospheric and have me worried. How do they compare to historical PEs for these companies? Do the forward PEs for these two companies justify present share prices?

Jack

Upvote 18

Read Answer Asked by John on December 06, 2023

• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX)
  • View HMAX Profile
  • View Questions on HMAX
• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX)
  • View UMAX Profile
  • View Questions on UMAX
• Hamilton Technology YIELD MAXIMIZER TM ETF (QMAX)
  • View QMAX Profile
  • View Questions on QMAX
• Hamilton U.S. Equity YIELD MAXIMIZER TM ETF (SMAX)
  • View SMAX Profile
  • View Questions on SMAX

Q: Could you please give me your thoughts on the following etf's for a RIF that is looking at income? HMAX,UMAX,SMAX and QMAX. Thanks Gary

Upvote 9

Read Answer Asked by Gary on December 06, 2023

• UnitedHealth Group Incorporated (DE) (UNH)
  • View UNH Profile
  • View Questions on UNH
• Elevance Health Inc. (ELV)
  • View ELV Profile
  • View Questions on ELV

Q: Hello Folks:
We have owned UNH for many years; it has been a good investment. Recently we have begin to additionally purchase ELV:US.
How would you compare the future of these two companies?
Thanks again for the great service
brian

Upvote 4

Read Answer Asked by Brian on December 06, 2023

Q: Your thoughts on a switch from PSA.to to XLB.to?
Thank you.

Upvote 4

Read Answer Asked by Lawrence on December 05, 2023

• Savaria Corporation (SIS)
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Your thoughts please on the executive changes at Savaria?

Thx

Upvote 10

Read Answer Asked by blake on December 05, 2023

• BMO MSCI Emerging Markets Index ETF (ZEM)
  • View ZEM Profile
  • View Questions on ZEM
• iShares MSCI Emerging Markets ex China ETF (EMXC)
  • View EMXC Profile
  • View Questions on EMXC

Q: I have a small holding of ZEM but would like an Emerging Markets ETF that does not include China. Can you suggest any ETFs?
Thanks!

Upvote 5

Read Answer Asked by Grant on December 05, 2023

Q: The Rule of 40 is a SaaS financial ratio which states that a healthy SaaS company has a combined growth rate and profit margin of 40% or more.

Do you prescribe to this rule? Why is this specific to SaaS companies and not other industries?

Upvote 11

Read Answer Asked by Adam on December 05, 2023

• Park Lawn Corporation (PLC)
  • View PLC Profile
  • View Questions on PLC
  • View Reports on PLC
• Northland Power Inc. (NPI)
  • View NPI Profile
  • View Questions on NPI
  • View Reports on NPI
• Savaria Corporation (SIS)
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• TerraVest Industries Inc. (TVK)
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Trisura Group Ltd. (TSU)
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• Converge Technology Solutions Corp. (CTS)
  • View CTS Profile
  • View Questions on CTS

Q: Considering a switch from PLC and/or CTS to TVK, and one of SIS or NPI for TSU. What are your general thoughts on either move - higher risk, higher reward?

Thanks in advance. - Jeff

Upvote 3

Read Answer Asked by Jeff on December 05, 2023

• First Trust NASDAQ CEA Cybersecurity ETF (CIBR)
  • View CIBR Profile
  • View Questions on CIBR
• iShares Cybersecurity and Tech Index ETF (XHAK)
  • View XHAK Profile
  • View Questions on XHAK

Q: what is your opinion of xhak and what is your favourite cyber security etf

Upvote 4

Read Answer Asked by WALTER JOHN on December 05, 2023

• Open Text Corporation (OTEX)
  • View OTEX Profile
  • View Questions on OTEX

Q: Can you please provide an update since your last comments in August? Please comment on their sale of AMC to Rocket Software and Q1 2024 results.

Upvote 7

Read Answer Asked by Adam on December 05, 2023

• North West Company Inc. (The) (NWC)
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC

Q: Hello
Why the bump today? Report due tomorrow. Would seem a bit odd for the stock to add 4 % pre reporting do you agree?
What is the consensus for earnings tomorrow?
Thanks
Jeff

Upvote 5

Read Answer Asked by JEFF on December 05, 2023

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: I heard lot of money has been invested in MONEY MARKET or GIC. is there a way for regular investors to check when money is coming out of money market or GIC and investing in EQUITIES.

Thanks for the great service.

Upvote 8

Read Answer Asked by Hector on December 05, 2023

• Arthur J. Gallagher & Co. (AJG)
  • View AJG Profile
  • View Questions on AJG

Q: Great chart for AJG. My question is about current litigation for "green coal" - do you have any info/ advice about possible exposure/ risk?
thank you

Upvote 1

Read Answer Asked by sam on December 05, 2023