Investment Q&A

• SPDR S&P 500 ETF Trust (SPY $689.58)
  • $689.58 P/E (TTM): 26.22X Cap: $719.94B
  • View SPY Profile
  • View Questions on SPY
• INVESCO QQQ Trust (QQQ $624.02)
  • $624.02 P/E (TTM): 30.59X Cap: $414.22B
  • View QQQ Profile
  • View Questions on QQQ
• Vanguard Total International Stock (VXUS $77.23)
  • $77.23 P/E (TTM): 11.84X Cap: $108.60B
  • View VXUS Profile
  • View Questions on VXUS
• Vanguard FTSE All-World ex-US ETF (VEU $75.36)
  • $75.36 P/E (TTM): 10.49X Cap: $51.51B
  • View VEU Profile
  • View Questions on VEU
• Berkshire Hathaway Inc. (BRK.B $496.12)
  • $496.12 P/E (TTM): 0.02X Cap: $1.07T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: My portfolio is now heavily weighted to the US.

Can you recommend an ETF or 2 that would compliment my existing investments?

Thanks
Mark

Upvote 3

Read Answer Asked by Mark on November 21, 2024

Q: Hi
I only saw two 5-6 minute videos of Peter's BNN Market Call interview. Is there more available, such as the Q+A? It was an inviting discussion and I'm interested to follow the rest of it. Many thanks.

Upvote 12

Read Answer Asked by TOM on November 21, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $35.40)
  • $35.40 Cap: $13.82B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: Hi 5i,
Could you elaborate further on Davids question concerning the $300 M private notes issuing and how it affects the share price. I do not really understand how the notes work and would appreciate it if you could provide a short laymans explanation. Not sure if I am asking this question correctly but Does it set a specific share price that these note holders can acquire shares at... ?

thx

Upvote 6

Read Answer Asked by jim on November 20, 2024

• Nations Royalty Corp. (NRC $1.30)
  • $1.30 Cap: $163M
  • View NRC Profile
  • View Questions on NRC

Q: I read a small “newspaper” article on this relatively newly listed venture and wondered if you had any thoughts on it. It is still smaller cap than I think you find investable, but it strikes me that it has some possible tailwinds and potential for growth?

Upvote 3

Read Answer Asked by Stephen R. on November 20, 2024

• Booking Holdings Inc. (BKNG $5,445.72)
  • $5,445.72 P/E (TTM): 34.84X Cap: $175.53B
  • View BKNG Profile
  • View Questions on BKNG
• Canadian National Railway Company (CNR $134.00)
  • $134.00 P/E (TTM): 18.86X Cap: $82.47B
  • View CNR Profile
  • View Questions on CNR
• Canadian Pacific Kansas City Limited (CP $97.67)
  • $97.67 P/E (TTM): 22.08X Cap: $87.98B
  • View CP Profile
  • View Questions on CP
• Constellation Software Inc. (CSU $3,255.35)
  • $3,255.35 P/E (TTM): 75.25X Cap: $68.98B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Restaurant Brands International Inc. (QSR $93.48)
  • $93.48 P/E (TTM): 24.17X Cap: $42.51B
  • View QSR Profile
  • View Questions on QSR
• Celestica Inc. (CLS $423.71)
  • $423.71 P/E (TTM): 50.71X Cap: $48.74B
  • View CLS Profile
  • View Questions on CLS
• Alimentation Couche-Tard Inc. (ATD $74.21)
  • $74.21 P/E (TTM): 19.49X Cap: $68.70B
  • View ATD Profile
  • View Questions on ATD
• Premium Brands Holdings Corporation (PBH $100.06)
  • $100.06 P/E (TTM): 68.85X Cap: $4.46B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• TerraVest Industries Inc. (TVK $160.29)
  • $160.29 Cap: $3.47B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $166.16)
  • $166.16 P/E (TTM): 24.56X Cap: $1.97B
  • View HPS.A Profile
  • View Questions on HPS.A
• Ulta Beauty Inc. (ULTA $655.36)
  • $655.36 P/E (TTM): 24.95X Cap: $29.07B
  • View ULTA Profile
  • View Questions on ULTA
• Vitalhub Corp. (VHI $8.97)
  • $8.97 P/E (TTM): 176.86X Cap: $566M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• Construction Partners Inc. (ROAD $110.45)
  • $110.45 P/E (TTM): 63.37X Cap: $6.24B
  • View ROAD Profile
  • View Questions on ROAD
• LendingTree Inc. (TREE $53.25)
  • $53.25 P/E (TTM): 53.1X Cap: $727M
  • View TREE Profile
  • View Questions on TREE
• Uber Technologies Inc. (UBER $86.19)
  • $86.19 P/E (TTM): 10.99X Cap: $179.08B
  • View UBER Profile
  • View Questions on UBER
• Vertiv Holdings LLC Class A (VRT $171.54)
  • $171.54 P/E (TTM): 66.02X Cap: $65.58B
  • View VRT Profile
  • View Questions on VRT
• Airbnb Inc. (ABNB $137.04)
  • $137.04 P/E (TTM): 32.94X Cap: $84.35B
  • View ABNB Profile
  • View Questions on ABNB
• Cellebrite DI Ltd. (CLBT $18.78)
  • $18.78 Cap: $4.49B
  • View CLBT Profile
  • View Questions on CLBT
• AppFolio Inc. (APPF $225.85)
  • $225.85 P/E (TTM): 42.16X Cap: $8.27B
  • View APPF Profile
  • View Questions on APPF
• UFP Technologies Inc. (UFPT $249.49)
  • $249.49 P/E (TTM): 28.56X Cap: $1.83B
  • View UFPT Profile
  • View Questions on UFPT

Q: What are your current top 5 US and Canadian growth and value stocks to purchase for long term?
Thanks

Upvote 54

Read Answer Asked by Ben on November 20, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $231.12)
  • $231.12 P/E (TTM): 148.39X Cap: $300.75B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Now that the dust settled after Q results and SHOP drifted a bit lower would you view it as a good entry point? Would you expect it to grow faster then the Amazon stock?
There was very positive Barron’s article on Nov 12th.

Upvote 8

Read Answer Asked by JR on November 20, 2024

• Solaris Resources Inc. (SLS $11.39)
  • $11.39 Cap: $1.90B
  • View SLS Profile
  • View Questions on SLS

Q: Hello, today (Nov 20, 2024), SLS is moving up strongly on news that the final steps to complete emigration by year-end is on track, It appears they are shutting down their Canadian office and moving to Switzerland. Is this the reason for the large move? It does not seem to be related to copper as CS and TECK are essentially unchanged. Why would this type of move cause such a move? Perhaps there is another reason. Thanks.

Upvote 1

Read Answer Asked by Mark on November 20, 2024

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $41.01)
  • $41.01 P/E (TTM): 15.33X Cap: $1.09B
  • View CDZ Profile
  • View Questions on CDZ
• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $61.70)
  • $61.70 P/E (TTM): 5.9X Cap: $5.58B
  • View VDY Profile
  • View Questions on VDY
• CI Canada Quality Dividend Growth Index ETF (DGRC $47.74)
  • $47.74 P/E (TTM): 14.35X Cap: $784M
  • View DGRC Profile
  • View Questions on DGRC

Q: I am nearing retirement and planning to rebalance my taxable portfolio towards Canadian dividend stocks and ETFs, so that I can live off CPP and eligible dividends in retirement. What are your favorite Canadian ETFs where all distributions are treated as eligible dividends? You recommended CDZ many times, is it still your favorite?

Upvote 10

Read Answer Asked by Tim on November 20, 2024

• Cirrus Logic Inc. (CRUS $119.71)
  • $119.71 P/E (TTM): 17.46X Cap: $6.10B
  • View CRUS Profile
  • View Questions on CRUS

Q: What's going on with this company?
Is it a buy?

Upvote 1

Read Answer Asked by Danielle on November 20, 2024

Q: hi. this "question" section seems heavily populated with the latest/greatest growth stocks-ie tech, AI, crypto etc. Can you provide some insight on where you see value outside of these frenzied trades? can you include comments on 1)regions - Canada, USA, Europe, Asia, China, emerging markets etc. 2) industry 3) small vs medium vs large cap.
cheers, Chris

Upvote 8

Read Answer Asked by chris on November 20, 2024

• Viemed Healthcare Inc. (VMD $7.27)
  • $7.27 P/E (TTM): 21.97X Cap: $276M
  • View VMD Profile
  • View Questions on VMD

Q: I have held VMD for some time and seen it rise and fall. Is it time to cash out?
Thanks,
Guy

Upvote 1

Read Answer Asked by Guy on November 20, 2024

• Royal Bank of Canada (RY $234.68)
  • $234.68 P/E (TTM): 16.33X Cap: $328.60B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $130.16)
  • $130.16 P/E (TTM): 11.17X Cap: $222.20B
  • View TD Profile
  • View Questions on TD
• Fortis Inc. (FTS $70.99)
  • $70.99 P/E (TTM): 20.36X Cap: $35.87B
  • View FTS Profile
  • View Questions on FTS
• Nutrien Ltd. (NTR $81.75)
  • $81.75 P/E (TTM): 49.43X Cap: $39.51B
  • View NTR Profile
  • View Questions on NTR
• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $61.12)
  • $61.12 Cap: $8.07B
  • View BIPC Profile
  • View Questions on BIPC
• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $53.83)
  • $53.83 Cap: $20.62B
  • View BEPC Profile
  • View Questions on BEPC

Q: Hi,
I'd like to raise some cash in my non-registered account. How would you rank these stock (from first to sell to last to sell)? All will be sold within about 4 years.
Thanks,
CG

Upvote 5

Read Answer Asked by Camille on November 20, 2024

• Bank of Nova Scotia (The) (BNS $99.85)
  • $99.85 P/E (TTM): 24.51X Cap: $123.97B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

Q: BNS seems to be getting some upgrades before its next quarter. What do you think of it currently?

Thx

Upvote 9

Read Answer Asked by blake on November 20, 2024

• BMO Covered Call Utilities ETF (ZWU $10.93)
  • $10.93 P/E (TTM): 18.74X Cap: $1.93B
  • View ZWU Profile
  • View Questions on ZWU
• iShares S&P/TSX Capped Utilities Index ETF (XUT $31.83)
  • $31.83 P/E (TTM): 17.48X Cap: $292M
  • View XUT Profile
  • View Questions on XUT
• Hydro One Limited (H $54.29)
  • $54.29 P/E (TTM): 24.98X Cap: $32.56B
  • View H Profile
  • View Questions on H
• State Street Utilities Select Sector SPDR ETF (XLU $41.87)
  • $41.87 P/E (TTM): 23.44X Cap: $21.24B
  • View XLU Profile
  • View Questions on XLU

Q: Planning to consolidate Utility sector in RIF. Current holdings include: ZWU, H, XUT, XLU. Which one would you keep ? Thank you

Upvote 6

Read Answer Asked by Hali on November 20, 2024

Q: I'm looking at this stock. It's on the TSX-V. Last I looked it was trading at $1.10. I'm tring to get more information on it. Do you have any information on this company?
Thank You

Upvote 2

Read Answer Asked by Chant on November 20, 2024

• e.l.f. Beauty Inc. (ELF $82.10)
  • $82.10 P/E (TTM): 55.72X Cap: $4.89B
  • View ELF Profile
  • View Questions on ELF

Q: It looks like ELF has missed it's estimates over the last 4 quarters. What are the chances they will do much better after the Christmas season?

Upvote 1

Read Answer Asked by Cheryl on November 20, 2024

• iShares S&P GSCI Commodity-Indexed Trust (GSG $23.22)
  • $23.22 Cap: $1.07B
  • View GSG Profile
  • View Questions on GSG

Q: What is the outlook for commodities? Is there a one-stop diversified commodity ETF in CAD or USD? If not can you suggest a small basket of ETFs that would cover this asset class? Thank-you.

Upvote 1

Read Answer Asked by Alex on November 20, 2024

• Natcore Technology Inc. (NXT)
  • P/E (TTM): -2.4X Cap: $5M
  • View NXT Profile
  • View Questions on NXT

Q: Hello Peter and team, With the Trump cabinet taking shape do you now consider healthcare stocks (and EFT's) as well as renewable energy stocks (and ETF's) as dead money for a few years or do you see some exceptions in either domains?
Thanks for your always good insight and analysis.
Adel

Upvote 1

Read Answer Asked by Adel on November 20, 2024

• Simply Better Brands Corp. (SBBC)
  • Cap: $100M
  • View SBBC Profile
  • View Questions on SBBC

Q: Can you please comment on earnings.

Upvote 2

Read Answer Asked by Bruce on November 20, 2024

• Celsius Holdings Inc. (CELH $51.34)
  • $51.34 P/E (TTM): 442.64X Cap: $12.55B
  • View CELH Profile
  • View Questions on CELH

Q: Hi team, is it too early to start picking away? Does the future look promising?
Thx

Upvote 2

Read Answer Asked by Marco on November 20, 2024