Investment Q&A

• NVIDIA Corporation (NVDA $177.39)
  • $177.39 P/E (TTM): 36.2X Cap: $4.31T
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• Booking Holdings Inc. (BKNG $4,194.31)
  • $4,194.31 P/E (TTM): 25.25X Cap: $132.84B
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• Eli Lilly and Company (LLY $935.58)
  • $935.58 P/E (TTM): 40.77X Cap: $883.95B
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• United Rentals Inc. (URI $732.09)
  • $732.09 P/E (TTM): 18.96X Cap: $46.03B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.81)
  • $52.81 P/E (TTM): 18.19X Cap: $27B
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• Vanguard S&P 500 Index ETF (VFV $162.41)
  • $162.41 P/E (TTM): 26.01X Cap: $28.04B
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• Axon Enterprise Inc. (AXON $412.81)
  • $412.81 P/E (TTM): 273.38X Cap: $33.18B
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Q: My daughter is looking to start an investment portfolio. What would be your top 5 Canadian and top 5 US Picks in the current market for a long term hold? Please include one ETF for Canada and US in your picks.

Thanks
Tim

Upvote 26

Read Answer Asked by Timothy on November 22, 2023

• Stella-Jones Inc. (SJ $93.20)
  • $93.20 P/E (TTM): 15.33X Cap: $5.08B
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• Russel Metals Inc. (RUS $47.96)
  • $47.96 P/E (TTM): 15.99X Cap: $2.69B
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• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.16X
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• West Fraser Timber Co. Ltd. (WFG $90.72)
  • $90.72 Cap: $7.10B
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• Doman Building Materials Group Ltd. (DBM $9.53)
  • $9.53 P/E (TTM): 10.25X Cap: $836M
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Q: What would be some investments that would benefit from the potential residential building boom that is being incented by Federal money in Canada?

Upvote 6

Read Answer Asked by Maria on November 21, 2023

• Canadian Pacific Kansas City Limited (CP $109.83)
  • $109.83 P/E (TTM): 24.35X Cap: $98.55B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $50.75)
  • $50.75 Cap: $23.36B
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Q: i am thinking of switching from CP (2%) to BIP. Looking for growth and div with this move.
Don't like CP drifting lower.
I already own 4% BN. Do you think BIP stock can grow faster then BN?

Upvote 8

Read Answer Asked by JR on November 21, 2023

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.92)
  • $55.92 Cap: $7.43B
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Q: I am considering averaging down on both of these. CPG due to their recent purchase and BIPC due to interest rate increases.
What are your thoughts. One guest on BNN suggested averaging down this am on BIPC.
Your thoughts please and thanks
Rick

Upvote 7

Read Answer Asked by Rick on November 21, 2023

• Canadian National Railway Company (CNR $144.93)
  • $144.93 P/E (TTM): 19.12X Cap: $88.52B
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• Canadian Pacific Kansas City Limited (CP $109.83)
  • $109.83 P/E (TTM): 24.35X Cap: $98.55B
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• TFI International Inc. (TFII $155.08)
  • $155.08 P/E (TTM): 40.0X Cap: $12.73B
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Q: I am wondering about cnr or cp.
Are there any other transportation companies that you find interesting these days?

Upvote 5

Read Answer Asked by FORREST on November 21, 2023

• NFI Group Inc. (NFI $18.28)
  • $18.28 Cap: $2.17B
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Q: So where are we on this stock now, up 43% in the last year, more future here now.
Thanks again

Upvote 2

Read Answer Asked by eugene on November 21, 2023

• Stantec Inc. (STN $120.91)
  • $120.91 P/E (TTM): 28.72X Cap: $13.79B
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Q: Do you recommend buying shares from the 2.7 mln secondary offering announced for $92.50 ? Thanks

Upvote 16

Read Answer Asked by rajeev on November 21, 2023

• TFI International Inc. (TFII $155.08)
  • $155.08 P/E (TTM): 40.0X Cap: $12.73B
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Q: Hi There,

Would you buy Tfi now or wait for a pullback?

Thanks!

Robert

Upvote 11

Read Answer Asked by Robert on November 21, 2023

• Alphabet Inc. (GOOG $294.46)
  • $294.46 P/E (TTM): 27.24X Cap: $3.57T
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• Microsoft Corporation (MSFT $373.46)
  • $373.46 P/E (TTM): 23.36X Cap: $2.77T
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• NVIDIA Corporation (NVDA $177.39)
  • $177.39 P/E (TTM): 36.2X Cap: $4.31T
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• Booking Holdings Inc. (BKNG $4,194.31)
  • $4,194.31 P/E (TTM): 25.25X Cap: $132.84B
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• United Rentals Inc. (URI $732.09)
  • $732.09 P/E (TTM): 18.96X Cap: $46.03B
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• TFI International Inc. (TFII $155.08)
  • $155.08 P/E (TTM): 40.0X Cap: $12.73B
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• Axon Enterprise Inc. (AXON $412.81)
  • $412.81 P/E (TTM): 273.38X Cap: $33.18B
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• CrowdStrike Holdings Inc. (CRWD $399.12)
  • $399.12 Cap: $101.22B
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• Vertiv Holdings LLC Class A (VRT $261.29)
  • $261.29 P/E (TTM): 76.62X Cap: $99.96B
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• Brookfield Corporation Class A Limited Voting Shares (BN $56.93)
  • $56.93 P/E (TTM): 77.51X Cap: $127.35B
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Q: This question has been asked many different ways and times. I am looking for 10 of your highest conviction, long term growth [5-10years] stocks - Canada or US, any sector - with target entry prices and short blurb on what distinguishes them.

Upvote 66

Read Answer Asked by sam on November 20, 2023

• Real Matters Inc. (REAL $5.62)
  • $5.62 Cap: $417M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.39)
  • $12.39 Cap: $1.70B
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• EvokAI Creative Labs Inc. (OKAI $0.12)
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• illumin Holdings Inc. (ILLM $0.79)
  • $0.79 Cap: $40M
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Q: Like most I have some options("dogs")for tax loss selling.

In which order would you sell the above? and I assume you would not buy any of them back at this point in time?

Thanks,

Terry

Upvote 8

Read Answer Asked by Terry on November 20, 2023

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.92)
  • $55.92 Cap: $7.43B
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• Brookfield Corporation Class A Limited Voting Shares (BN $56.93)
  • $56.93 P/E (TTM): 77.51X Cap: $127.35B
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Q: While I am primarily a growth investor and I currently hold BN, I am attracted by the higher USD dividend offered by BIPC and am considering a switch. Which company do you think will have the best overall return over the long run for an investment in an unregistered account?

Upvote 7

Read Answer Asked by Andre on November 20, 2023

• Celestica Inc. (CLS $410.21)
  • $410.21 P/E (TTM): 42.06X Cap: $47.16B
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• ECN Capital Corp. (ECN $3.07)
  • $3.07 P/E (TTM): 37.62X Cap: $864M
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Q: Would you support a swap from ECN to CLS today for an investor looking to improve growth positioning?

Upvote 9

Read Answer Asked by Andrew on November 20, 2023

• Booking Holdings Inc. (BKNG $4,194.31)
  • $4,194.31 P/E (TTM): 25.25X Cap: $132.84B
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• Constellation Software Inc. (CSU $2,441.27)
  • $2,441.27 P/E (TTM): 74.13X Cap: $51.73B
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• Descartes Systems Group Inc. (The) (DSG $99.49)
  • $99.49 P/E (TTM): 43.28X Cap: $8.55B
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• TFI International Inc. (TFII $155.08)
  • $155.08 P/E (TTM): 40.0X Cap: $12.73B
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• Ulta Beauty Inc. (ULTA $537.39)
  • $537.39 P/E (TTM): 20.96X Cap: $23.50B
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• Five Below Inc. (FIVE $235.39)
  • $235.39 P/E (TTM): 42.18X Cap: $13B
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• Copart Inc. (CPRT $33.40)
  • $33.40 P/E (TTM): 21.01X Cap: $32.17B
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• Old Dominion Freight Line Inc. (ODFL $198.00)
  • $198.00 P/E (TTM): 40.91X Cap: $41.60B
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• Heico Corporation (HEI $271.77)
  • $271.77 P/E (TTM): 53.71X Cap: $37.91B
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• Topicus.com Inc. (TOI $96.37)
  • $96.37 P/E (TTM): 300.57X Cap: $12.53B
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• Brookfield Corporation Class A Limited Voting Shares (BN $56.93)
  • $56.93 P/E (TTM): 77.51X Cap: $127.35B
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• Lumine Group Inc. (LMN $23.00)
  • $23.00 P/E (TTM): 88.99X Cap: $5.90B
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Q: My wife took early retirement with DB plan. Her RRSP and TFSA are well diversified. She has enough money to invest in about 10 companies. This money is not needed in foreseeable future. However, a small dividend is appreciated along with capital appreciation. It will be invested in a regular account. Can you please suggest top 12 companies.

Thanks inadvance

Upvote 40

Read Answer Asked by Atchuta on November 20, 2023

• TELUS Corporation (T $17.92)
  • $17.92 P/E (TTM): 24.89X Cap: $27.97B
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• Air Canada Voting and Variable Voting Shares (AC $17.86)
  • $17.86 P/E (TTM): 8.89X Cap: $5.26B
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• Magna International Inc. (MG $76.73)
  • $76.73 P/E (TTM): 19.12X Cap: $21.62B
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• Leon's Furniture Limited (LNF $26.00)
  • $26.00 P/E (TTM): 16.88X Cap: $1.79B
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• Magellan Aerospace Corporation (MAL $22.83)
  • $22.83 P/E (TTM): 33.09X Cap: $1.30B
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Q: I'm interested in your thoughts on the quality of the management at these companies. All are negative in my portfolio at this point. Could you rank them by below average, good(average) and above average?
Thanks

Upvote 4

Read Answer Asked by Raymond on November 20, 2023

• BRP Inc. Subordinate Voting Shares (DOO $101.35)
  • $101.35 Cap: $7.41B
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• Magna International Inc. (MG $76.73)
  • $76.73 P/E (TTM): 19.12X Cap: $21.62B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $182.43)
  • $182.43 P/E (TTM): 30.05X Cap: $2.17B
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Q: Hi ,
Can you please rate these names in terms of growth and risk from 1-10.
Minimum 5 year hold.
Thanks

Upvote 17

Read Answer Asked by Marco on November 18, 2023

• Bank of Nova Scotia (The) (BNS $97.64)
  • $97.64 P/E (TTM): 19.0X Cap: $120.33B
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• BCE Inc. (BCE $34.06)
  • $34.06 P/E (TTM): 5.02X Cap: $31.76B
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• Canadian Imperial Bank Of Commerce (CM $133.96)
  • $133.96 P/E (TTM): 13.95X Cap: $123.31B
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• TELUS Corporation (T $17.92)
  • $17.92 P/E (TTM): 24.89X Cap: $27.97B
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• Algonquin Power & Utilities Corp. (AQN $8.65)
  • $8.65 Cap: $6.64B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
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Q: I own the companies in question in an unregistered investment account. To offset some capital gains I was thinking of divesting myself of some of these investments. Please rate them in order of disposition in your opinion. I am a retired investor who believes in companies with a history of dividends. Additionally, can you suggest 3 potential investment replacements, thanks.

Upvote 18

Read Answer Asked by Tim on November 17, 2023

Q: In your answer to Terry today you stated "we would suggest also looking at sector exposure in this decision, to see that sectors align with objectives." My objective is to secure a very comfortable retirement that includes travel with investments that are as tax efficient as possible. I'm 63, and struggling with my sectors. How would one with align their sectors with this objective. I know sectors are a personal decision and you can't give personal advice but I'm looking for an example as a starting place to make my decision. Thank you

Upvote 18

Read Answer Asked by Cheryl on November 17, 2023

• Canadian Natural Resources Limited (CNQ $66.15)
  • $66.15 P/E (TTM): 12.79X Cap: $137.98B
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• AltaGas Ltd. (ALA $48.67)
  • $48.67 P/E (TTM): 19.47X Cap: $15.15B
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• Russel Metals Inc. (RUS $47.96)
  • $47.96 P/E (TTM): 15.99X Cap: $2.69B
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Q: of these 3 stocks which would you choose RUS-T, ALA-T, CNQ-T

Upvote 6

Read Answer Asked by Brian on November 16, 2023

• Granite Real Estate Investment Trust (GRT.UN $85.14)
  • $85.14 Cap: $5.15B
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Q: GOING FORWARD FROM TODAY WOULD HAMILTON TECH YIELD MAXIMIZER ETF AND GRANITE REIT STILL BE OKAY TO BUY TODAY?

Upvote 2

Read Answer Asked by Herbert on November 15, 2023

• Bank of Nova Scotia (The) (BNS $97.64)
  • $97.64 P/E (TTM): 19.0X Cap: $120.33B
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• BCE Inc. (BCE $34.06)
  • $34.06 P/E (TTM): 5.02X Cap: $31.76B
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Q: BCE or BNS - which do you believe would have more upside going forward?

Thanks for your service!

Upvote 13

Read Answer Asked by Ozzie on November 15, 2023