Q: Hello, this is about your answer to a member about the valuation of CP versus CNR today. In your answer you stated that “CP is now cheaper than CNR on valuation (21X vs 24X).” Do you refer to the P/E ratio here? It appears there might be some discrepancy between the numbers you provided and what I found on TMX Money (P/E ratio 25.99 for CP vs 20.37 for CNR). Then, is CNR cheaper than CP? I am just trying to understand correctly. Thank you very much
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi, all
Not loving the ride I'm taking with CP these days. I think you prefer CN, which I also own.
I can stay in my seat with CP for diversification sake or switch and stick with CN.
Your general thoughts on the two?
Thanks,
Robert
Not loving the ride I'm taking with CP these days. I think you prefer CN, which I also own.
I can stay in my seat with CP for diversification sake or switch and stick with CN.
Your general thoughts on the two?
Thanks,
Robert
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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Vertex Pharmaceuticals Incorporated (VRTX)
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American Tower Corporation (REIT) (AMT)
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Eli Lilly and Company (LLY)
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NextEra Energy Inc. (NEE)
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Quanta Services Inc. (PWR)
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Bank of Nova Scotia (The) (BNS)
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BCE Inc. (BCE)
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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Agnico Eagle Mines Limited (AEM)
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Alimentation Couche-Tard Inc. (ATD)
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Hydro One Limited (H)
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Nutrien Ltd. (NTR)
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Crocs Inc. (CROX)
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Catalyst Pharmaceuticals Inc. (CPRX)
Q: Hi group can you help me sort out your top2 buys in each sector cw rating the sector(1-10) 10 being the highest. Also rate the recommended buys (1to 10 cw entry target price )
- Power infrastructure , Bio Tech, Health care, Financials, Tech, utilities, Commodities, Power infrastructure , Consumer staples, Consumer discretionary, Communication Thanks for your help.
- Power infrastructure , Bio Tech, Health care, Financials, Tech, utilities, Commodities, Power infrastructure , Consumer staples, Consumer discretionary, Communication Thanks for your help.
Q: I would appreciate an updated opinion on Adentra. Thanks!
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Amgen Inc. (AMGN)
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NVIDIA Corporation (NVDA)
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Salesforce Inc. (CRM)
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Eli Lilly and Company (LLY)
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Descartes Systems Group Inc. (The) (DSG)
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Thomson Reuters Corporation (TRI)
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Advanced Micro Devices Inc. (AMD)
Q: I have some nice gains on above listed companies. I am thinking of selling a few shares and use the proceeds to invest into related companies for diversification purposes.
What do you think of this strategy and what would be one or two suggestions for companies related to my list.
Thank you!
Albert
What do you think of this strategy and what would be one or two suggestions for companies related to my list.
Thank you!
Albert
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The Westaim Corporation (WED)
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Atico Mining Corporation (ATY)
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High Arctic Energy Services Inc. (HWO)
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Itafos Inc. (IFOS)
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Kraken Robotics Inc. (PNG)
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Zedcor Inc. (ZDC)
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Kontrol Technologies Corp. (KNR)
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Ztest Electronics Inc (ZTE)
Q: Can you please comment on investiability or otherwise of the following companies by ranking them from 1-10. Thanks
Q: Peter,
In the recent ETF newsletter it mentions the numerator in the Free cash flow calculation is arrived at by subtracting operations cash flow from its capital expenditures. I don't believe this is correct. Should it not be subtract capital expenditures from total cash flow?
Thanks
Paul
In the recent ETF newsletter it mentions the numerator in the Free cash flow calculation is arrived at by subtracting operations cash flow from its capital expenditures. I don't believe this is correct. Should it not be subtract capital expenditures from total cash flow?
Thanks
Paul
Q: An alien spaceship lands outside your office. The alien leader, Blaarg, walks (crawls? slithers? floats?) into your office and says "We just sold some diamonds we brought with us, and got $10 million of your colourful Canadian currency. We want to invest in some of your Canadian stocks, about 12 - 15 of them. Please do so for us. We are going to tour your solar system for a decade. We particularly want to check out the volcanoes on Jupiter's moon Io and the rings of Saturn. When we return we expect to have made at least a 10% annual return. If the return is less than that, we will destroy your planet. Have a nice decade".
Which Canadian stocks are you going to select for the aliens?
Which Canadian stocks are you going to select for the aliens?
Q: Currently down just over 30% on Magna in my TFSA.Mortgage due for renewal in July 2026.Was planning to pay mortgage off with magna and would need close to my book value of 94.50. Would you consider Magna a hold or advise on a better alternative? Much appreciate your input.Thanks Larry
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NVIDIA Corporation (NVDA)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Docebo Inc. (DCBO)
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Boyd Group Services Inc. (BYD)
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Vertiv Holdings LLC Class A (VRT)
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Topicus.com Inc. (TOI)
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Propel Holdings Inc. (PRL)
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Lumine Group Inc. (LMN)
Q: What would you consider good entry points for the noted stocks? Is there any you would not purchase at current levels?
Thanks
Tim
Thanks
Tim
Q: Long time holder of these and under water.
Is it time to move on or would you add
Is it time to move on or would you add
Q: Hi Team,
I am sitting on a small position of roblox in a US cash account with a 56% loss. Would you recommend holding this name with expectation of an eventual comeback ? Or is it time to cash out and accept the capital loss? If so what name would be your favourite to buy today with the funds either US or Cnd regardless of sector for a 10yr hold?
Thanks ,
Shane
I am sitting on a small position of roblox in a US cash account with a 56% loss. Would you recommend holding this name with expectation of an eventual comeback ? Or is it time to cash out and accept the capital loss? If so what name would be your favourite to buy today with the funds either US or Cnd regardless of sector for a 10yr hold?
Thanks ,
Shane
Q: The above companies were listed in the top 15 weekly losers in Saturdays Globe and mail .Losses ranged from 3.60% to 8.83%
Has your opinion change on these companies?
In regards to Byd buyers may want to consult the Farmers Almanac before considering a purchase.
Has your opinion change on these companies?
In regards to Byd buyers may want to consult the Farmers Almanac before considering a purchase.
Q: I‘m a happy shareholder of BBD since 2022. I took profit from time to time including early May’24.
I don’t understand the rise from $63 to $91 since earnings release (up 16% on Wednesday).
BBD got many upgrades from analysts around $100, but this stock is not cheap anymore.
Close to a MEME stock? Or any good news this week? Thanks for your services and patience.
I don’t understand the rise from $63 to $91 since earnings release (up 16% on Wednesday).
BBD got many upgrades from analysts around $100, but this stock is not cheap anymore.
Close to a MEME stock? Or any good news this week? Thanks for your services and patience.
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Crocs Inc. (CROX)
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Converge Technology Solutions Corp. (CTS)
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Aspen Aerogels Inc. (ASPN)
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ADF Group Inc. Subordinate Voting Shares (DRX)
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Vertiv Holdings LLC Class A (VRT)
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TransMedics Group Inc. (TMDX)
Q: Can you provide a few aggressive names you like Can or US for a TFSA? Thanks
Q: What is your opinion of RBA with respect to its long term growth, valuation and as a hedge against a future economic recession. Thanks so much for your help.
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Roper Technologies Inc. (ROP)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Axon Enterprise Inc. (AXON)
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Trane Technologies plc (TT)
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RTX Corporation (RTX)
Q: Hi, can I get your recommendations on some Industrial stocks for a conservative portfolio as well as a few picks you might lean to with your inclinations for more growth. Thank you as always! Looking forward to your suggestions.
Q: Both PBH and PLC don't seem to want to recover from their poor recent performance despite each having had decent quarters. Investors just don't seem interested in them and I am also becoming less so and thinking of selling at a loss. Is there a case for continuing to hold?
Thanks for your advice.
Thanks for your advice.
Q: Hypothetically, a person has $100,000 to invest in a non-registered account. If this was you: a) currently, what would be your top stock/etf CDN picks? (technology excluded; Balanced/growth focus, not income); 5 year time frame b) how would you allocate the 100K? Thank you. 5iResearch has been fantastic!
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Booking Holdings Inc. (BKNG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Take-Two Interactive Software Inc. (TTWO)
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Aspen Aerogels Inc. (ASPN)
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Docebo Inc. (DCBO)
Q: With quarterly earnings winding down I'm curious to hear about about a couple of your biggest surprises. Are there a few outliers on the positive and negative side? Can be US or Canadian.