Investment Q&A

• Alphabet Inc. (GOOG $251.88)
  • $251.88 P/E (TTM): 26.83X Cap: $3.04T
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• Alphabet Inc. (GOOGL $251.46)
  • $251.46 P/E (TTM): 26.76X Cap: $3.03T
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• Microsoft Corporation (MSFT $511.61)
  • $511.61 P/E (TTM): 37.64X Cap: $3.80T
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• NVIDIA Corporation (NVDA $181.81)
  • $181.81 P/E (TTM): 51.23X Cap: $4.41T
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• Mastercard Incorporated (MA $549.88)
  • $549.88 P/E (TTM): 37.95X Cap: $497.09B
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• MercadoLibre Inc. (MELI $2,043.06)
  • $2,043.06 P/E (TTM): 50.6X Cap: $103.57B
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• Berkshire Hathaway Inc. (BRK.B $488.81)
  • $488.81 P/E (TTM): 17.01X Cap: $1.05T
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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 $68.77)
  • $68.77 P/E (TTM): 23.11X Cap: $20.58B
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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 $37.20)
  • $37.20 P/E (TTM): 20.3X Cap: $7.74B
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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 $37.20)
  • $37.20 P/E (TTM): 20.3X Cap: $7.74B
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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 $59.05)
  • $59.05 P/E (TTM): 28.37X Cap: $21.36B
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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 $415.92)
  • $415.92 P/E (TTM): 33.53X Cap: $92.54B
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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 $95.96)
  • $95.96 P/E (TTM): 20.45X Cap: $20.87B
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• Maple Leaf Foods Inc. (MFI $28.11)
  • $28.11 P/E (TTM): 19.42X Cap: $3.48B
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• Jamieson Wellness Inc. (JWEL $34.95)
  • $34.95 P/E (TTM): 26.82X Cap: $1.45B
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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 $35.23)
  • $35.23 P/E (TTM): 40.72X Cap: $4.39B
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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 Cap: $2.18B
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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 $52.65)
  • $52.65 P/E (TTM): 43.51X Cap: $22.14B
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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 $19.00)
  • $19.00 P/E (TTM): 18.36X Cap: $3.93B
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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 $15.34)
  • $15.34 P/E (TTM): 9.31X Cap: $1.70B
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• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.65)
  • $13.65 Cap: $940M
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• Hamilton Technology YIELD MAXIMIZER TM ETF (QMAX $23.47)
  • $23.47 P/E (TTM): 46.69X Cap: $686M
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• Hamilton Energy YIELD MAXIMIZER TM ETF (EMAX $13.38)
  • $13.38 P/E (TTM): 13.84X Cap: $293M
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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
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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

• Moderna Inc. (MRNA $27.14)
  • $27.14 Cap: $10.55B
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Q: Hi, Could you please provide your opinion on MRNA current price/valuation/potential growth ? The stock is currently down -37% YTD. At this price, do you see a potential contrarian long term investment ? thank you

Upvote 1

Read Answer Asked by Luc on October 08, 2024

• Uber Technologies Inc. (UBER $92.52)
  • $92.52 P/E (TTM): 16.1X Cap: $197.11B
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• Grab Holdings Limited (GRAB $5.71)
  • $5.71 Cap: $24.11B
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Q: In 2022 you had no interest in GRAB, based in Singapour. Do you have any interest now?

Upvote 4

Read Answer Asked by Kel on October 08, 2024

• Enbridge Inc (ENB $47.21)
  • $47.21 P/E (TTM): 23.51X Cap: $103.06B
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Q: Trump has stated that he intends to impose a 10% Tariff on all goods entering the country to make America great again. The small oil producers and coal lobby are also aligned with him and expecting favours. Could Enbridge get caught up in this mess? I would like to start a position but I’m uncertain of the risks. I appreciate your thoughts.

Upvote 4

Read Answer Asked by Brad on October 08, 2024

• TC Energy Corporation (TRP $72.33)
  • $72.33 P/E (TTM): 17.81X Cap: $75.17B
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• South Bow Corporation (SOBO $37.20)
  • $37.20 P/E (TTM): 20.3X Cap: $7.74B
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Q: Can you tell me what the date of record was for determining the no. of shares of Sobo existing shareholders of Trp will receive.

Upvote 2

Read Answer Asked by Donald on October 08, 2024

• iShares Flexible Monthly Income ETF (CAD-Hedged) (XFLX $39.03)
  • $39.03 P/E (TTM): 19.53X Cap: $137M
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Q: I recently read about the Shares Flexible Monthly Income ETF.

What is your opinion of this ETF?

How would it compare to the XHY which I own?

thank you

Upvote 2

Read Answer Asked by kim on October 08, 2024

• Broadcom Inc. (AVGO $354.15)
  • $354.15 P/E (TTM): 89.63X Cap: $1.67T
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• Microsoft Corporation (MSFT $511.61)
  • $511.61 P/E (TTM): 37.64X Cap: $3.80T
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• NVIDIA Corporation (NVDA $181.81)
  • $181.81 P/E (TTM): 51.23X Cap: $4.41T
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• QUALCOMM Incorporated (QCOM $164.08)
  • $164.08 P/E (TTM): 15.75X Cap: $177.04B
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• NextEra Energy Inc. (NEE $85.05)
  • $85.05 P/E (TTM): 30.0X Cap: $175.14B
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• Vertiv Holdings LLC Class A (VRT $177.82)
  • $177.82 P/E (TTM): 86.37X Cap: $67.90B
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• Palantir Technologies Inc. (PLTR $178.12)
  • $178.12 P/E (TTM): 598.73X Cap: $422.56B
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• Snowflake Inc. (SNOW $240.06)
  • $240.06 Cap: $81.33B
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• SoFi Technologies Inc. (SOFI $26.60)
  • $26.60 P/E (TTM): 55.73X Cap: $31.85B
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• Constellation Energy Corporation (CEG $396.53)
  • $396.53 P/E (TTM): 42.17X Cap: $123.87B
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Q: Hello,

Given the anticipated AI growth could you provide some names of companies with the largest short to long term growth potential in the following categories:

1. Chip Design
2. Data Processing
3. Business Application Design
4. Data Centers
5. Power Supply (for the Data Centers)

Thank you!

Upvote 25

Read Answer Asked by Irek on October 08, 2024

• Data Communications Management Corp. (DCM $1.31)
  • $1.31 P/E (TTM): 10.92X Cap: $72M
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Q: Could you provide an update on the cash position and amount of debt for Data Communications Management. Also is the negative momentum over the past many months a major concern. When does DCM report next. Thanks.

Upvote 1

Read Answer Asked by Rob on October 08, 2024