Investment Q&A

• Apple Inc. (AAPL $256.69)
  • $256.69 P/E (TTM): 39.15X Cap: $3.80T
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• Amazon.com Inc. (AMZN $220.90)
  • $220.90 P/E (TTM): 33.46X Cap: $2.35T
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• Microsoft Corporation (MSFT $528.57)
  • $528.57 P/E (TTM): 37.93X Cap: $3.92T
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• NVIDIA Corporation (NVDA $185.54)
  • $185.54 P/E (TTM): 53.45X Cap: $4.50T
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Q: You remarked about Apple that "above average market returns will be difficult to come by in the near-to-medium term." What tech-space alternatives would you suggest, if one wanted to move some money from AAPL to a company with better medium term grown prospects?

Upvote 17

Read Answer Asked by Martin on January 05, 2024

• Intel Corporation (INTC $36.59)
  • $36.59 Cap: $160.15B
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• Texas Instruments Incorporated (TXN $181.81)
  • $181.81 P/E (TTM): 32.97X Cap: $163.93B
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• Spirit Aerosystems Holdings Inc. (SPR $39.37)
  • $39.37 Cap: $4.51B
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• Transdigm Group Incorporated (TDG $1,291.74)
  • $1,291.74 P/E (TTM): 42.75X Cap: $72.78B
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• GSI Technology Inc. (GSIT $4.82)
  • $4.82 Cap: $108M
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $302.40)
  • $302.40 P/E (TTM): 39.66X Cap: $1.51T
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• Heico Corporation (HEI $322.01)
  • $322.01 P/E (TTM): 74.74X Cap: $44.82B
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• RTX Corporation (RTX $168.80)
  • $168.80 P/E (TTM): 36.61X Cap: $225.94B
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Q: Would these be good candidates for a TFSA ?

Upvote 3

Read Answer Asked by Robert on January 05, 2024

• Miscellaneous (MISC)
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Q: Hello and Happy New Year,

Can you please provide a simple ETF portfolio for the average middle-class Canadian, with no private pension, and who has some time to watch the markets but not a lot, and who just wants to commit to a dollar-cost averaging investing plan for the next 20 years?

Thanks,
Robert

Upvote 3

Read Answer Asked by Robert on January 05, 2024

• WSP Global Inc. (WSP $274.00)
  • $274.00 P/E (TTM): 45.04X Cap: $35.76B
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• TerraVest Industries Inc. (TVK $144.26)
  • $144.26 Cap: $3.05B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $134.48)
  • $134.48 P/E (TTM): 18.98X Cap: $1.50B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $82.41)
  • $82.41 P/E (TTM): 41.65X Cap: $9.51B
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• Topicus.com Inc. (TOI $143.64)
  • $143.64 P/E (TTM): 69.61X Cap: $12.31B
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Q: Which 3-5 Canadian stocks would you be buying with your TFSA & FHSA contribution?
Thank you

Upvote 33

Read Answer Asked by Gowtham on January 05, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.11)
  • $127.11 P/E (TTM): 16.9X Cap: $28.52B
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• Constellation Software Inc. (CSU $3,897.60)
  • $3,897.60 P/E (TTM): 99.51X Cap: $82.59B
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• Celestica Inc. (CLS $328.53)
  • $328.53 P/E (TTM): 52.5X Cap: $37.79B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.52)
  • $229.52 P/E (TTM): 91.32X Cap: $298.23B
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• WELL Health Technologies Corp. (WELL $5.57)
  • $5.57 Cap: $1.41B
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• Topicus.com Inc. (TOI $143.64)
  • $143.64 P/E (TTM): 69.61X Cap: $12.31B
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• Lumine Group Inc. (LMN $41.30)
  • $41.30 P/E (TTM): 160.5X Cap: $10.82B
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Q: I am interested in buying the following stocks. What would be your 1st to 7th order in buying? Also what would your entry price be for each one.

Upvote 13

Read Answer Asked by James on January 05, 2024

• Toronto-Dominion Bank (The) (TD $113.30)
  • $113.30 P/E (TTM): 9.56X Cap: $193.42B
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• Bank of Nova Scotia (The) (BNS $91.15)
  • $91.15 P/E (TTM): 17.51X Cap: $113.02B
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Q: I have held BNS shares for approx . 3years but am considering switching them for TD. I think TD has a better runway for growth in the is USA versus BNS growth in SA and the islands . your thoughts please

Upvote 7

Read Answer Asked by Ross on January 05, 2024

• SPDR Homebuilders ETF (XHB $109.82)
  • $109.82 P/E (TTM): 13.54X Cap: $1.82B
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• iShares U.S. Home Construction ETF (ITB $107.00)
  • $107.00 P/E (TTM): 11.29X Cap: $3.17B
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• Direxion Daily Homebuilders & Supplies Bull 3X Shares (NAIL $72.75)
  • $72.75 P/E (TTM): 11.29X Cap: $629M
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Q: With the pull back do you think this is a good way to play US home builders?

Upvote 1

Read Answer Asked by Dale on January 05, 2024

• The Walt Disney Company (DIS $112.75)
  • $112.75 P/E (TTM): 17.6X Cap: $202.71B
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• Crocs Inc. (CROX $80.64)
  • $80.64 P/E (TTM): 22.76X Cap: $4.63B
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Q: Would you prefer DIS or CROX is the consumer space?

Upvote 4

Read Answer Asked by Mike on January 05, 2024

• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: Hi,
Happy New Year. Any opinion on when shareholders should expect an update from Persistence Capital Partner on the latest offer? Is there a guideline that companies are required to follow, provide update etc . I believe the old offer was to close in January and the SP continues to drift on no news.
Thanks,
Kerri

Upvote 7

Read Answer Asked by KERRI on January 05, 2024

• Invesco S&P 500 Equal Weight ETF (RSP $191.19)
  • $191.19 P/E (TTM): 21.85X Cap: $74.64B
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• Invesco S&P 500 Equal Weight Index ETF (EQL $40.50)
  • $40.50 P/E (TTM): 21.92X Cap: $1.38B
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Q: Could you please recommend a couple of equal weight S&P 500 ETF's with low MER's, thank you. Please note if there is any hidden fees outside the MER.

Upvote 4

Read Answer Asked by Cheryl on January 05, 2024

• Whitecap Resources Inc. (WCP $10.84)
  • $10.84 P/E (TTM): 7.29X Cap: $13.35B
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Q: hi folks:

why do you suppose whitecap is around 2 year lows?

seems like most 'in the know' favour it as a well run, solid energy co

comments?

thanks

Upvote 6

Read Answer Asked by Robert on January 05, 2024

• Invesco Aerospace & Defense ETF (PPA $158.42)
  • $158.42 P/E (TTM): 17.45X Cap: $6.87B
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• iShares U.S. Aerospace & Defense ETF (ITA $212.55)
  • $212.55 P/E (TTM): 22.22X Cap: $12.04B
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• SPDR S&P Aerospace & Defense ETF (XAR $247.03)
  • $247.03 P/E (TTM): 5.83X Cap: $4.68B
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Q: Please suggest some defence spending etfs. Thanks.

Upvote 2

Read Answer Asked by Murray on January 05, 2024

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $82.41)
  • $82.41 P/E (TTM): 41.65X Cap: $9.51B
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• SAP SE ADS (SAP $274.28)
  • $274.28 P/E (TTM): 87.0X Cap: $336.95B
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Q: Hello,

Looking for advice to invest our RESP contribution this year for my daughter. Time horizon is 17 years. Do you prefer any of these for good growth, or are their any others you would prefer (companies traded in Canada would be ideal)?

Thank you, and Happy New Year.

Upvote 5

Read Answer Asked by Satish on January 05, 2024

• iShares Russell 2000 Growth ETF (IWO $327.74)
  • $327.74 P/E (TTM): 21.85X Cap: $13.28B
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• iShares Russell 2000 ETF (IWM $246.81)
  • $246.81 P/E (TTM): 16.66X Cap: $72.63B
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• ISHARES TRUST (IJT $142.23)
  • $142.23 P/E (TTM): 19.23X Cap: $6.29B
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Q: Indications are that the market breathe is improving and therefore various analysts are recommending the small cap Russel 2000 index. Would you agree and therefore have a suggestion or suggestions of how to invest in this potential opportunity. My other question is would there be a Russell 2000 ETF that you would recommend and a Russell 2000 high growth ETF that you know of?

Thank you

Kim

Upvote 5

Read Answer Asked by kim on January 05, 2024

• Altus Group Limited (AIF $61.64)
  • $61.64 P/E (TTM): 7.21X Cap: $2.65B
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Q: Please analyze this one. I'm in the lucky position, having it long enough, that I'm still decently positive but questioning it's future. Worth holding for awhile or moving on? Thank you.

Upvote 1

Read Answer Asked by Raymond on January 05, 2024

• Tutor Perini Corporation (TPC $62.84)
  • $62.84 Cap: $3.31B
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Q: What are your thoughts on Tutor Perini (TPC)? Does it have potential as a play on the US infrastructure theme? Are there other small caps you’d prefer in the same space? Thanks.

Upvote 2

Read Answer Asked by Brian on January 05, 2024

• Bank of Montreal (BMO $180.48)
  • $180.48 P/E (TTM): 14.96X Cap: $129.27B
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Q: Good morning,

Noticed BMO p/e meaningfully higher than other Cdn banks at 23x- is this accurate and if so can you please illuminate me as to why?

Thank you

Upvote 2

Read Answer Asked by Brad on January 05, 2024

• Diana Shipping inc. (DSX $1.77)
  • $1.77 Cap: $204M
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Q: Peter and His Wonder Team
I realize shipping stocks are cyclical...Not sure if the wars or new supply chains are a positive or negative. What I mean is they could charge higher rates if there is risk involved. In any event I have held this stock for too many years and am even. However at this point it appears to be "dead-money"...if you know what I mean. Can you see any reason to be patient for a few more quarters? Thanks as always...your opinion is always a voice of reason!

Upvote 2

Read Answer Asked by Ernest on January 05, 2024

• Finning International Inc. (FTT $66.01)
  • $66.01 P/E (TTM): 14.03X Cap: $8.75B
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• Toromont Industries Ltd. (TIH $157.34)
  • $157.34 P/E (TTM): 26.3X Cap: $12.78B
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Q: Could I please get you thoughts on Finning

Upvote 3

Read Answer Asked by Tony on January 05, 2024

• Keysight Technologies Inc. (KEYS $173.34)
  • $173.34 P/E (TTM): 55.03X Cap: $29.79B
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Q: What are your current thoughts on KEYS? I'm up 55% and thinking of buying some more, maybe increase my overall weighting to 5%. The latest numbers seem positive and I like that they are getting involved on EV battery testing and charging. EV battery charging seems to be a problem if you don't drive a Tesla. Probably would need to sell some NVDA to raise the USD which is not ideal but of course our NVDA weighting is too high. Also is KEYS an Industrial Company? Any thoughts you have would be appreciated.
Jim

Upvote 2

Read Answer Asked by James on January 05, 2024