Investment Q&A

• UiPath Inc. Class A (PATH $12.59)
  • $12.59 Cap: $6.59B
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Q: Can you explain reaction to Q results - is it the sudden termination of CEO or Q results (which looked OK) or guidance. Overaction or justified market reaction? thanks John

Upvote 1

Read Answer Asked by John on May 30, 2024

• Nutanix Inc. (NTNX $75.55)
  • $75.55 Cap: $19.71B
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Q: As you take a look at the quarterly results, are the fundamentals still intact for NTNX? What in the results is the market reacting negatively to? Would you add to a partial position now?

Upvote 1

Read Answer Asked by Greg on May 30, 2024

Q: Your recent responses to questions, include a caveat " if you have a decent time frame ". Is this 3years, 5years or 10years? Thank you

Upvote 5

Read Answer Asked by Richard on May 30, 2024

• Sharkninja Inc (SN $115.06)
  • $115.06 Fwd P/E: 235.8X
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Q: Still have trouble having this stock when entered as SN, but here is my question. So if you walk into a Costco, Walmart, Target, Cdn. Tire and need a vacuum or a kitchen appliance, your choice is mostly Shark vacuum and a Ninja appliance. They have most of the self space for these products. On top of that look at the performance of this stock. What do you like and not like about this stock?
Thanks Again

Upvote 2

Read Answer Asked by eugene on May 30, 2024

• Surge Energy Inc. (SGY $6.84)
  • $6.84 Cap: $688M
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Q: hi folks, can you please comment on the update given by Surge energy sgy/t....$37M asset sale, paydown in debt, etc.....would U view as positive???, & rate as Buy/Hold/Sell.....stock has been a real laggard for me....thx as always, jb

Upvote 2

Read Answer Asked by John on May 30, 2024

• Salesforce Inc. (CRM $262.38)
  • $262.38 Fwd P/E: 40.67X Cap: $248.44B
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Q: One thing maybe one of you can help me understand is how Salesforce is unable to lower share count even after doing buybacks. From what I can see their free cash flow is far higher than the dilution from SBC. So I dont fully understand why share count isn’t lowering.

Upvote 2

Read Answer Asked by Nick on May 30, 2024

• Pure Storage Inc. Class A (PSTG $58.12)
  • $58.12 Fwd P/E: 159.03X Cap: $18.99B
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Q: Can I have your thoughts on earnings and long term prospects? Thank-you.

Upvote 3

Read Answer Asked by Alex on May 30, 2024

• UnitedHealth Group Incorporated (DE) (UNH $282.65)
  • $282.65 Fwd P/E: 12.06X Cap: $261.31B
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Q: Your thoughts please on United Health and the recent information that caused a pull back in the price?

Upvote 2

Read Answer Asked by Dan on May 30, 2024

• EQB Inc. (EQB $102.07)
  • $102.07 Fwd P/E: 10.48X Cap: $3.91B
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Q: Hi Team,
What’s your take on Eqb earnings? Is the name a buy , hold or sell today ?

Thanks ,
Shane

Upvote 10

Read Answer Asked by Shane on May 30, 2024

• Tesla Inc. (TSLA $329.65)
  • $329.65 Fwd P/E: 175.5X Cap: $1.02T
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Q: Thoughts on Tesla at current prices?

Upvote 10

Read Answer Asked by Joe on May 30, 2024

• GLOBAL X FDS (BOTZ $33.16)
  • $33.16 Fwd P/E: 92.25X Cap: $2.77B
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• GLOBAL X FDS (AIQ $44.36)
  • $44.36 Fwd P/E: 33.93X Cap: $3.63B
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Q: Is there an AI ETF that you would recommend that holds software or other sectors that would benefit when AI is fully implemented. Either in CDN or USA market


Thanks for the great service.

Upvote 4

Read Answer Asked by Hector on May 30, 2024

• MDA Space Ltd. (MDA $43.42)
  • $43.42 Fwd P/E: 53.6X Cap: $5.13B
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Q: Why the big drop in price. Was at $15 start of May now 11.66. Is there upside in the next quarter and going forward

Upvote 3

Read Answer Asked by JOHN on May 30, 2024

• Constellation Software Inc. (CSU $4,984.83)
  • $4,984.83 Fwd P/E: 105.25X Cap: $106.80B
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• Vanguard S&P 500 Index ETF (VFV $153.30)
  • $153.30 Fwd P/E: 24.94X Cap: $16.54B
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• Lumine Group Inc. (LMN $53.89)
  • $53.89 Cap: $13.39B
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Q: Good morning
My question is regarding RESPs.. I’m currently holding CSU, LMN and VFV in my RESP. All equal weightings. Would you top up or add ? If adding, please list your top 5 in order. Thanks

Upvote 23

Read Answer Asked by Nick on May 30, 2024

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.59)
  • $43.59 Fwd P/E: 5.58X Cap: $14.24B
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Q: Is TSX 60 ETF a buy today?

Upvote 4

Read Answer Asked by Yves on May 30, 2024

• Salesforce Inc. (CRM $262.38)
  • $262.38 Fwd P/E: 40.67X Cap: $248.44B
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Q: What are thoughts on their results and future projections? Is the sell-off warranted?

Upvote 3

Read Answer Asked by Nick on May 30, 2024

• Bank of Montreal (BMO $156.85)
  • $156.85 Fwd P/E: 13.94X Cap: $113.50B
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Q: Geez, that seemed like a harsh reaction by the market on the earnings release. Comments?

Upvote 6

Read Answer Asked by Mark on May 30, 2024

• Apple Inc. (AAPL $211.18)
  • $211.18 Fwd P/E: 32.71X Cap: $3.13T
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• Amazon.com Inc. (AMZN $226.13)
  • $226.13 Fwd P/E: 36.46X Cap: $2.37T
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• Meta Platforms Inc. (META $704.28)
  • $704.28 Fwd P/E: 27.42X Cap: $1.76T
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• Alphabet Inc. (GOOG $185.94)
  • $185.94 Fwd P/E: 20.61X Cap: $2.24T
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• Microsoft Corporation (MSFT $510.05)
  • $510.05 Fwd P/E: 39.57X Cap: $3.80T
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• NVIDIA Corporation (NVDA $172.41)
  • $172.41 Fwd P/E: 55.81X Cap: $4.22T
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• Tesla Inc. (TSLA $329.65)
  • $329.65 Fwd P/E: 175.5X Cap: $1.02T
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Q: Hi Team,
Given Nvdas recent euphoria, is it time to take profits here or do you see this rise warranted and likely to hold its gains? Looking at market cap it looks set to pass apple and possibly take top spot over Microsoft soon if the stock keeps up this pace of rising. How are valuations looking here compared to the other magnificent 7 and how much possible upside can we possibly gain from here given current valuations ?

Upvote 17

Read Answer Asked by Shane on May 30, 2024

• NVIDIA Corporation (NVDA $172.41)
  • $172.41 Fwd P/E: 55.81X Cap: $4.22T
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Q: Would you recommend buying NVDA at today's prices or wait until after the split.
Thank you
Kathy

Upvote 11

Read Answer Asked by Kathy on May 30, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $136.50)
  • $136.50 Fwd P/E: 18.01X Cap: $30.95B
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• WSP Global Inc. (WSP $288.96)
  • $288.96 Fwd P/E: 52.16X Cap: $37.27B
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• FirstService Corporation (FSV $244.18)
  • $244.18 Fwd P/E: 61.09X Cap: $10.98B
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• TFI International Inc. (TFII $121.12)
  • $121.12 Fwd P/E: 19.82X Cap: $10.32B
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Q: I have 1/2 to 2/3 positions in these four names. They pulled back recently and I am considering adding to make them full positions. Would you proceed today or wait for better prices? Any price targets to recommend.

Upvote 9

Read Answer Asked by Christian on May 30, 2024

• Capstone Copper Corp. (CS $7.74)
  • $7.74 Fwd P/E: 52.18X Cap: $5.93B
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• Taseko Mines Limited (TKO $4.40)
  • $4.40 Cap: $1.39B
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• Amerigo Resources Ltd. (ARG $2.32)
  • $2.32 Fwd P/E: 15.4X Cap: $380M
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• Sandfire Resources America Inc. (SFR $0.32)
  • $0.32 Cap: $327M
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Q: Can you name two medium size and 2 small size Canadian copper mining companies trading on the TSX that in your opinion are susceptible to takeover in the next few years. Thanks

Upvote 3

Read Answer Asked by Michael on May 30, 2024