Investment Q&A

• Sweetgreen Inc. Class A (SG $5.14)
  • $5.14 Cap: $640M
  • View SG Profile
  • View Questions on SG
• Sharkninja Inc (SN $129.59)
  • $129.59 P/E (TTM): 235.8X
  • View SN Profile
  • View Questions on SN
• On Holding AG Class A (ONON $45.92)
  • $45.92 Cap: $28.74B
  • View ONON Profile
  • View Questions on ONON
• CAVA Group Inc. (CAVA $62.18)
  • $62.18 P/E (TTM): 54.74X Cap: $7.99B
  • View CAVA Profile
  • View Questions on CAVA

Q: So we have 4 big gainers here, could you break them down and are all buys today?
Thanks Again

Upvote 2

Read Answer Asked by eugene on October 08, 2024

• goeasy Ltd. (GSY $122.01)
  • $122.01 P/E (TTM): 8.85X Cap: $1.95B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Dream Industrial Real Estate Investment Trust (DIR.UN $13.20)
  • $13.20 P/E (TTM): 30.35X Cap: $3.83B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Good Day,
I have some funds to deploy in my TFSA. I am thinking of adding to one of two securities listed. Which one do you believe offers the best buying opportunity in the current market?
Thank you

Upvote 7

Read Answer Asked by Kevin on October 08, 2024

• Motorola Solutions Inc. (MSI $465.22)
  • $465.22 P/E (TTM): 36.22X Cap: $76.49B
  • View MSI Profile
  • View Questions on MSI

Q: Motorola has had a terrific run. It’s up 46% year to date. They are not just manufacturing communication systems but are heavily into quality security systems for commercial and residential use. There hasn’t been much chatter about this quality stock on 5i.
I think it’s a gem with lots of room for growth. What are your thoughts?

Upvote 6

Read Answer Asked by Dennis on October 08, 2024

• Celsius Holdings Inc. (CELH $43.28)
  • $43.28 P/E (TTM): 406.18X Cap: $11.51B
  • View CELH Profile
  • View Questions on CELH

Q: Thinking of starting a position in this stock after it's recent spiral down, nothing too crazy but do you think there's good potentially for a rebound play

Upvote 3

Read Answer Asked by Danielle on October 08, 2024

• BMO Low Volatility Canadian Equity ETF (ZLB $58.64)
  • $58.64 P/E (TTM): 17.1X Cap: $5.89B
  • View ZLB Profile
  • View Questions on ZLB
• iShares Core Canadian Short Term Bond Index ETF (XSB $27.15)
  • $27.15 P/E (TTM): 43.28X Cap: $3.73B
  • View XSB Profile
  • View Questions on XSB
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $43.00)
  • $43.00 P/E (TTM): 15.96X Cap: $1.13B
  • View CDZ Profile
  • View Questions on CDZ
• Invesco S&P 500 Low Volatility ETF (SPLV $75.61)
  • $75.61 P/E (TTM): 22.79X Cap: $7.93B
  • View SPLV Profile
  • View Questions on SPLV
• Vanguard Dividend Appreciation FTF (VIG $226.96)
  • $226.96 P/E (TTM): 25.07X Cap: $101.97B
  • View VIG Profile
  • View Questions on VIG
• Vanguard Balanced ETF Portfolio (VBAL $37.74)
  • $37.74 P/E (TTM): 6.89X Cap: $4.75B
  • View VBAL Profile
  • View Questions on VBAL
• iShares Core 40/60 Moderate Allocation ETF (AOM $48.69)
  • $48.69 P/E (TTM): 18.77X Cap: $1.69B
  • View AOM Profile
  • View Questions on AOM

Q: Up to this point I have been a growth investor. Recently retired, I am converting some RRSP into a RIF and want to lower the risk profile. I am 60 y/o.

Kindly advise some ETFs that you would recommend in Canada or US.

Thanks a lot,

Upvote 8

Read Answer Asked by Marcela on October 08, 2024

• Purpose High Interest Savings Fund (PSA $50.06)
  • $50.06 Cap: $3.03B
  • View PSA Profile
  • View Questions on PSA
• Vanguard Balanced ETF Portfolio (VBAL $37.74)
  • $37.74 P/E (TTM): 6.89X Cap: $4.75B
  • View VBAL Profile
  • View Questions on VBAL
• Global X High Interest Savings ETF (CASH $50.01)
  • $50.01 P/E (TTM): 13.15X Cap: $6.83B
  • View CASH Profile
  • View Questions on CASH

Q: I have a good mix of stocks and ETFs and cash and I want to keep a good portion of my portfolio low maintenance. What do you suggest as a good ETF to set and forget in which I can put some funds into when I'm trimming my winners.

Upvote 6

Read Answer Asked by Danielle on October 08, 2024

• Emera Incorporated (EMA $70.57)
  • $70.57 P/E (TTM): 18.96X Cap: $21.09B
  • View EMA Profile
  • View Questions on EMA

Q: Emera is down recently on hurricane risks and damage. Would you consider this a buying opportunity or a consequential issue for the stock?
Thanks

Upvote 6

Read Answer Asked by richard on October 08, 2024

• Alphabet Inc. (GOOG $300.94)
  • $300.94 P/E (TTM): 28.31X Cap: $3.69T
  • View GOOG Profile
  • View Questions on GOOG
• Alphabet Inc. (GOOGL $300.36)
  • $300.36 P/E (TTM): 28.28X Cap: $3.69T
  • View GOOGL Profile
  • View Questions on GOOGL
• Microsoft Corporation (MSFT $398.40)
  • $398.40 P/E (TTM): 25.1X Cap: $2.98T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $182.82)
  • $182.82 P/E (TTM): 45.36X Cap: $4.44T
  • View NVDA Profile
  • View Questions on NVDA
• Mastercard Incorporated (MA $522.64)
  • $522.64 P/E (TTM): 31.38X Cap: $462.27B
  • View MA Profile
  • View Questions on MA
• MercadoLibre Inc. (MELI $1,955.73)
  • $1,955.73 P/E (TTM): 48.53X Cap: $100.79B
  • View MELI Profile
  • View Questions on MELI
• Berkshire Hathaway Inc. (BRK.B $501.54)
  • $501.54 P/E (TTM): 15.91X Cap: $1.08T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: Same question with some US names:
If YOU were a growth-focused investor building your portfolio, what would be the MAX weight (%) YOU would give to the following US names without losing sleep at night? As always, the portfolio is for long term buy and hold with a 5-10 year time frame.
MA
NVDA
GOOGLE
Microsoft
Mercardolibre
BRK.B
Thank you very much for your service. I have done well using your advice.

Upvote 15

Read Answer Asked by Anh on October 08, 2024

• Emera Incorporated (EMA $70.57)
  • $70.57 P/E (TTM): 18.96X Cap: $21.09B
  • View EMA Profile
  • View Questions on EMA

Q: Is there any reason for the sudden drop of Emera stock and is it a good long term hold for a retired divided seeker?

Upvote 3

Read Answer Asked by nick on October 08, 2024

• South Bow Corporation (SOBO $40.72)
  • $40.72 P/E (TTM): 24.68X Cap: $8.58B
  • View SOBO Profile
  • View Questions on SOBO

Q: In a recent answer to a members question you made reference to "free" SOBO shares - resulting from the TRP spin out. I received spin out shares previously where the parent company share price was lowered as part of the spin out. Simply put were the SOBO shares in fact "free"?
Regards

Upvote 4

Read Answer Asked by Reg on October 08, 2024

• South Bow Corporation (SOBO $40.72)
  • $40.72 P/E (TTM): 24.68X Cap: $8.58B
  • View SOBO Profile
  • View Questions on SOBO

Q: As a dividend value investor with a five year or more outlook, should I keep the few SOBO shares, should I sell the shares and by more TRP or should I boost the number of SOBO shares?

Upvote 6

Read Answer Asked by STANLEY on October 08, 2024

• Pan American Silver Corp. (PAAS $75.07)
  • $75.07 P/E (TTM): 33.64X Cap: $33.34B
  • View PAAS Profile
  • View Questions on PAAS

Q: I am planning to sell PAAS to crystalize a tax loss. What relatively safe silver stock
would you recommend as a replacement?
With appreciation,
Ed

Upvote 1

Read Answer Asked by Ed on October 08, 2024

• Trane Technologies plc (TT $464.94)
  • $464.94 P/E (TTM): 35.85X Cap: $102.97B
  • View TT Profile
  • View Questions on TT

Q: Trane has done exceedingly well over the past couple of years. I assume this has been due to outfitting data centers, increased need for air conditioning commercially and residentially and tech advances in their products. Do you still a good runway for growth and does the share price fairly reflect its value?

Appreciate your insight.

Paul F.

Upvote 3

Read Answer Asked by Paul on October 08, 2024

• Metro Inc. (MRU $98.36)
  • $98.36 P/E (TTM): 28.04X Cap: $20.74B
  • View MRU Profile
  • View Questions on MRU
• Maple Leaf Foods Inc. (MFI $27.63)
  • $27.63 P/E (TTM): 17.13X Cap: $3.46B
  • View MFI Profile
  • View Questions on MFI
• Jamieson Wellness Inc. (JWEL $37.35)
  • $37.35 P/E (TTM): 26.37X Cap: $1.57B
  • View JWEL Profile
  • View Questions on JWEL

Q: Would you support replacing MFI with a combination of MRU and JWEL at the current price.

Thanks

Sylvain

Upvote 4

Read Answer Asked by Sylvain on October 08, 2024

• MDA Space Ltd. (MDA $36.41)
  • $36.41 P/E (TTM): 41.06X Cap: $4.40B
  • View MDA Profile
  • View Questions on MDA

Q: Can you comment on Mda….recent breakout…updated thoughts?

Upvote 3

Read Answer Asked by Kim on October 08, 2024

• SilverCrest Metals Inc. (SIL $14.63)
  • $14.63 P/E (TTM): 17.82X
  • View SIL Profile
  • View Questions on SIL

Q: What are your thoughts on the takeover price? Any opinion on the new combined entity assuming the takeover proceeds?

Likelihood of another competing bid?

Thanks!!

Upvote 1

Read Answer Asked by Robert on October 08, 2024

• Alamos Gold Inc. (AGI $58.01)
  • $58.01 P/E (TTM): 35.45X Cap: $25.91B
  • View AGI Profile
  • View Questions on AGI

Q: Over the last month AGI has benn quite week while the price of gold has hit record highs.Theoreticaly,if this company was to be bought out by a larger one,what would be it's price to book and how much of a premium would it fetch? I am comfortable hanging on to it as I see it as a well managed cie., with strong growth potential.
Many thanks,
Jean

Upvote 1

Read Answer Asked by Jean on October 08, 2024

• MDU Resources Group Inc. (Holding Company) (MDU $20.63)
  • $20.63 P/E (TTM): 25.37X Cap: $4.19B
  • View MDU Profile
  • View Questions on MDU

Q: What are your thoughts on MDU. Is debt level down now. Do you consider as a buy or hold.

Thanks for your great advice

Upvote 1

Read Answer Asked by Hector on October 08, 2024

• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $16.28)
  • $16.28 P/E (TTM): 14.15X Cap: $2.04B
  • View HMAX Profile
  • View Questions on HMAX
• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.64)
  • $13.64 P/E (TTM): 15.01X Cap: $1.12B
  • View UMAX Profile
  • View Questions on UMAX
• Hamilton Technology YIELD MAXIMIZER TM ETF (QMAX $19.12)
  • $19.12 P/E (TTM): 43.48X Cap: $664M
  • View QMAX Profile
  • View Questions on QMAX
• Hamilton Energy YIELD MAXIMIZER TM ETF (EMAX $15.33)
  • $15.33 P/E (TTM): 15.26X Cap: $424M
  • View EMAX Profile
  • View Questions on EMAX

Q: Please advise if HAMILTON covered call ETF (QMAX, EMAX and others) eligible for the Canadian dividend tax credit.

Thanks for the great service

Upvote 4

Read Answer Asked by Hector on October 08, 2024

• Orange (ORAN)
  • P/E (TTM): 11.71X Cap: $29.65B
  • View ORAN Profile
  • View Questions on ORAN

Q: Peter and His Wonder Team
I have owned Oran for years and an up with a good dividend. However I just see that they are voluntarily delisting from the NYSE and will only trade in Europe. What does this mean for me. How complicated would this be for tracking, buying or selling? Thinking that maybe I should just sell now. Please give me your opinion. Thanks for your help!

Upvote 2

Read Answer Asked by Ernest on October 08, 2024