Investment Q&A

• TerraVest Industries Inc. (TVK $137.81)
  • $137.81 Cap: $3.03B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $173.84)
  • $173.84 P/E (TTM): 28.12X Cap: $2.20B
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• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.58B
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• CrowdStrike Holdings Inc. (CRWD $428.18)
  • $428.18 Cap: $110.52B
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• Vertiv Holdings LLC Class A (VRT $269.17)
  • $269.17 P/E (TTM): 78.71X Cap: $101.27B
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• Cellebrite DI Ltd. (CLBT $14.84)
  • $14.84 Cap: $3.63B
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• Propel Holdings Inc. (PRL $18.01)
  • $18.01 P/E (TTM): 9.85X Cap: $747M
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• Brookfield Corp Cl A Vtg Shs (BN $39.12)
  • $39.12 P/E (TTM): 80.1X Cap: $88.05B
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• TransMedics Group Inc. (TMDX $113.72)
  • $113.72 P/E (TTM): 25.72X Cap: $3.88B
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Q: Hi,

How would you rank these companies based on risk adjusted returns and where they are currently trading? I currently have positions in all and looking to add.

Thank you!

Upvote 24

Read Answer Asked by Keith on October 25, 2024

• Bank of Nova Scotia (The) (BNS $94.50)
  • $94.50 P/E (TTM): 23.63X Cap: $118.13B
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• Magna International Inc. (MG $72.35)
  • $72.35 P/E (TTM): 19.1X Cap: $20.95B
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• Open Text Corporation (OTEX $31.01)
  • $31.01 P/E (TTM): 13.67X Cap: $7.89B
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• Savaria Corporation (SIS $25.47)
  • $25.47 P/E (TTM): 29.86X Cap: $5.81B
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• B2Gold Corp. (BTO $5.78)
  • $5.78 Cap: $8.44B
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• Spin Master Corp. Subordinate Voting Shares (TOY $17.49)
  • $17.49 P/E (TTM): 24.7X Cap: $1.78B
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• WELL Health Technologies Corp. (WELL $4.19)
  • $4.19 Cap: $1.06B
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• AbCellera Biologics Inc. (ABCL $3.53)
  • $3.53 Cap: $1.03B
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• Topicus.com Inc. (TOI $96.54)
  • $96.54 P/E (TTM): 308.43X Cap: $12.58B
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• Lumine Group Inc. (LMN $24.00)
  • $24.00 P/E (TTM): 96.23X Cap: $6.26B
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• South Bow Corporation (SOBO $46.12)
  • $46.12 P/E (TTM): 20.34X Cap: $9.54B
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Q: I have small positions in these stocks and I'm also overweight in Canadian stocks, so considering raising some cash to invest in U.S. and/or international stocks.

Please rate these in terms of whether to hold (and, if so, how much patience might be
needed) or sell.

Upvote 6

Read Answer Asked by Valerie on October 25, 2024

• BCE Inc. (BCE $35.35)
  • $35.35 P/E (TTM): 5.35X Cap: $32.99B
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• TELUS Corporation (T $18.08)
  • $18.08 P/E (TTM): 25.53X Cap: $28.51B
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• Nutrien Ltd. (NTR $104.50)
  • $104.50 P/E (TTM): 36.77X Cap: $51.70B
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Q: Considering taking a 12% hit on TELLUS for tax loss and considering I also own BELL so am considering NTR as a replacement for hopfully more growth all bet less income. Or would you consider buying back after 30 be fine? Any thought on a better alternative .Retirement portfolio including HDIF,CIG447,PMIF,WCP,and ENB.BCE. Thanks Larry

Upvote 5

Read Answer Asked by Larry on October 25, 2024

• Docebo Inc. (DCBO $26.97)
  • $26.97 P/E (TTM): 14.73X Cap: $781M
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• D2L Inc. Subordinate Voting Shares (DTOL $8.38)
  • $8.38 P/E (TTM): 12.35X Cap: $493M
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Q: Just reviewing the addition of DTOL to the Growth portfolio. If I were to restrict myself to just one of DTOL or DCBO, which would you prefer?

Upvote 7

Read Answer Asked by Rick on October 25, 2024

• Descartes Systems Group Inc. (The) (DSG $99.67)
  • $99.67 P/E (TTM): 42.36X Cap: $8.40B
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• TerraVest Industries Inc. (TVK $137.81)
  • $137.81 Cap: $3.03B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $173.84)
  • $173.84 P/E (TTM): 28.12X Cap: $2.20B
  • View HPS.A Profile
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• Lumine Group Inc. (LMN $24.00)
  • $24.00 P/E (TTM): 96.23X Cap: $6.26B
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Q: Hi team,

What are you favorite mid cap compounders in the Canadian market right now and why?

Thanks

Upvote 26

Read Answer Asked by Keith on October 23, 2024

• Constellation Software Inc. (CSU $2,519.21)
  • $2,519.21 P/E (TTM): 78.8X Cap: $54.41B
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Q: In a recent response to a CSU Question, you said they are trading at 24Xs with a historical range of 16-24. So, in a scenario where the market takes the SP back to the 16 range, what is the downside in the SP from current levels?

Thanks for your help.

Upvote 8

Read Answer Asked by Arthur on October 22, 2024

• RioCan Real Estate Investment Trust (REI.UN $19.07)
  • $19.07 P/E (TTM): 86.74X Cap: $5.71B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $35.90)
  • $35.90 P/E (TTM): 28.48X Cap: $5.53B
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• Granite Real Estate Investment Trust (GRT.UN $82.84)
  • $82.84 Cap: $5.21B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.55)
  • $12.55 P/E (TTM): 35.27X Cap: $3.78B
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Q: Your thoughts on RioCan REIT.
Thank you

Upvote 4

Read Answer Asked by Carol on October 21, 2024

• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.41)
  • $16.41 P/E (TTM): 20.4X Cap: $1.06B
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• iShares iBoxx USD High Yield Corporate Bond ETF (HYG $79.66)
  • $79.66 Cap: $15.16B
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Q: Hi 5i!
What is your best advice for a high yield bond etf?
Thanks,
Murray

Upvote 3

Read Answer Asked by Murray on October 21, 2024

• Constellation Software Inc. (CSU $2,519.21)
  • $2,519.21 P/E (TTM): 78.8X Cap: $54.41B
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Q: Hi team,

What are your thoughts on the current valuation of this company?

Do you believe there is still a significant runway over the next 15-20 years?

Thanks

Upvote 15

Read Answer Asked by Keith on October 18, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $98.65)
  • $98.65 P/E (TTM): 13.2X Cap: $21.10B
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Q: Hi Team,

What are your thoughts on the company's current valuation and it's future prospects?

Do you believe this could be a long term compounder? Would you be comfortable buying it here?

Thanks,

Upvote 5

Read Answer Asked by Keith on October 18, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.26)
  • $168.26 P/E (TTM): 138.45X Cap: $221.77B
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Q: Hi Team,

What are your thoughts on the company's current valuation and it's future prospects?

Do you believe this could be a long term compounder? Would you be comfortable buying it here?

Thanks,

Upvote 8

Read Answer Asked by Keith on October 18, 2024

• Toronto-Dominion Bank (The) (TD $128.64)
  • $128.64 P/E (TTM): 10.52X Cap: $216.13B
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• Bank of Nova Scotia (The) (BNS $94.50)
  • $94.50 P/E (TTM): 23.63X Cap: $118.13B
  • View BNS Profile
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Q: Which one of Td or Bns do you think willl provide the best return over the next 3 to 5 years?

Upvote 9

Read Answer Asked by Terry on October 18, 2024

• CAE Inc. (CAE $36.48)
  • $36.48 P/E (TTM): 32.93X Cap: $12.14B
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• Magellan Aerospace Corporation (MAL $21.99)
  • $21.99 P/E (TTM): 28.46X Cap: $1.26B
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• Heico Corporation (HEI $277.16)
  • $277.16 P/E (TTM): 57.75X Cap: $40.22B
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• RTX Corporation (RTX $200.73)
  • $200.73 P/E (TTM): 40.99X Cap: $275.33B
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Q: Finally back even with MAL after 3+ yrs ...... hold or sell ?

Upvote 4

Read Answer Asked by Brant on October 18, 2024

• EQB Inc. (EQB $107.72)
  • $107.72 P/E (TTM): 18.21X Cap: $3.99B
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Q: I owned CWB:T, now acquired by NA:T. I want to replace it with small bank such as EQB or LB. Do you think EQB:T has good long term business model and do well or your analysis prefer to stay with large banks? I do own TD, RY. It's just a replacement of CWB:T.
Thanks
Piyush

Upvote 5

Read Answer Asked by Piyush on October 18, 2024

• Royal Bank of Canada (RY $220.25)
  • $220.25 P/E (TTM): 15.08X Cap: $311.35B
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• Canadian National Railway Company (CNR $136.12)
  • $136.12 P/E (TTM): 18.44X Cap: $84.22B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $98.65)
  • $98.65 P/E (TTM): 13.2X Cap: $21.10B
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• Fortis Inc. (FTS $77.22)
  • $77.22 P/E (TTM): 22.87X Cap: $40.09B
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• Toromont Industries Ltd. (TIH $192.66)
  • $192.66 P/E (TTM): 32.92X Cap: $15.98B
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• Alimentation Couche-Tard Inc. (ATD $76.53)
  • $76.53 P/E (TTM): 22.18X Cap: $72.28B
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• iShares Core Balanced ETF Portfolio (XBAL $33.24)
  • $33.24 P/E (TTM): 17.55X Cap: $2.85B
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• Topicus.com Inc. (TOI $96.54)
  • $96.54 P/E (TTM): 308.43X Cap: $12.58B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $59.68)
  • $59.68 P/E (TTM): 29.85X Cap: $98.78B
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Q: For my 6yr old daughter's RESP I hold 50% in XBAL and ~12.5% in the 4 securities listed. When I make my next contribution I am looking to add another position.

Given a 10 year timeframe before the funds are needed what are some names that you would consider to complement the existing holdings?

Upvote 11

Read Answer Asked by Jeffrey on October 18, 2024

• Enbridge Inc. (ENB $74.18)
  • $74.18 P/E (TTM): 28.29X Cap: $159.48B
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• Canadian Natural Resources Limited (CNQ $69.50)
  • $69.50 P/E (TTM): 21.18X Cap: $140.78B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $98.65)
  • $98.65 P/E (TTM): 13.2X Cap: $21.10B
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• Celestica Inc. (CLS $390.85)
  • $390.85 P/E (TTM): 39.65X Cap: $43.24B
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• TMX Group Limited (X $49.64)
  • $49.64 P/E (TTM): 33.11X Cap: $13.75B
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• Toromont Industries Ltd. (TIH $192.66)
  • $192.66 P/E (TTM): 32.92X Cap: $15.98B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $59.84)
  • $59.84 P/E (TTM): 32.77X Cap: $4.35B
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• iShares S&P/TSX 60 Index ETF (XIU $47.02)
  • $47.02 P/E (TTM): 18.08X Cap: $20.40B
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• Vanguard S&P 500 Index ETF (VFV $161.40)
  • $161.40 P/E (TTM): 26.01X Cap: $27.66B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $100.55)
  • $100.55 Cap: $2.22B
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• Hydro One Limited (H $58.96)
  • $58.96 P/E (TTM): 27.62X Cap: $35.73B
  • View H Profile
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• TerraVest Industries Inc. (TVK $137.81)
  • $137.81 Cap: $3.03B
  • View TVK Profile
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $173.84)
  • $173.84 P/E (TTM): 28.12X Cap: $2.20B
  • View HPS.A Profile
  • View Questions on HPS.A
• Canoe EIT Income Fund (EIT.UN $16.34)
  • $16.34 P/E (TTM): 17.26X Cap: $2.62B
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• Boyd Group Services Inc. (BYD $190.54)
  • $190.54 P/E (TTM): 220.64X Cap: $5.36B
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• Propel Holdings Inc. (PRL $18.01)
  • $18.01 P/E (TTM): 9.85X Cap: $747M
  • View PRL Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $53.73)
  • $53.73 P/E (TTM): 80.1X Cap: $120.55B
  • View BN Profile
  • View Questions on BN

Q: Hello Peter and Team. I am about to open a new TFSA account with almost 100K. Time frame of 5-8 years. Could you please recommend 4-6 growth/income stocks with 1or 2 ETF’s?

I was thinking BN, VFV, EIT.UN, TVK. Any other recommendations would be appreciated. Thanks for the amazing service. Brian

Upvote 39

Read Answer Asked by Brian on October 18, 2024

• Toronto-Dominion Bank (The) (TD $128.64)
  • $128.64 P/E (TTM): 10.52X Cap: $216.13B
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• BCE Inc. (BCE $35.35)
  • $35.35 P/E (TTM): 5.35X Cap: $32.99B
  • View BCE Profile
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Q: Morning
It’s been quite a ride with these 2 lately
Do you still see them as long term holds, or get out? I am way down on BCE but still above on TD. Is it a time to add more to either if long term hold?
Thank you.

Upvote 9

Read Answer Asked by Michael on October 18, 2024

• Celestica Inc. (CLS $390.85)
  • $390.85 P/E (TTM): 39.65X Cap: $43.24B
  • View CLS Profile
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Q: Hi Team,

What are your thoughts on the company's current valuation and it's future prospects?

Do you believe this could be a long term compounder? Would you be comfortable buying it here?

Thanks,

Upvote 5

Read Answer Asked by Keith on October 17, 2024

• Alimentation Couche-Tard Inc. (ATD $76.53)
  • $76.53 P/E (TTM): 22.18X Cap: $72.28B
  • View ATD Profile
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• ASML Holding N.V. (ASML $1,366.39)
  • $1,366.39 P/E (TTM): 62.55X Cap: $522.30B
  • View ASML Profile
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• Boyd Group Services Inc. (BYD $190.54)
  • $190.54 P/E (TTM): 220.64X Cap: $5.36B
  • View BYD Profile
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• Lumine Group Inc. (LMN $24.00)
  • $24.00 P/E (TTM): 96.23X Cap: $6.26B
  • View LMN Profile
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Q: What are the unloved companies that have strong businesses - ones that are poor short-term but good long term? I'm planning on buying a few t5ax-loss candidates.
John

Upvote 11

Read Answer Asked by John on October 17, 2024

• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $54.97)
  • $54.97 P/E (TTM): 31.81X Cap: $2.14B
  • View AND Profile
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Q: Your analysis of the company as a transportation sector. Its quality of earning as operating in Transportation sector. How you see it being a small cap stock in transportation sector where big players are TFI:T, CNR:T or CP:T? Is it good small cap to keep for future growth.
Thanks
Piyush

Upvote 2

Read Answer Asked by Piyush on October 17, 2024