Investment Q&A

• Royal Bank of Canada (RY $228.29)
  • $228.29 P/E (TTM): 17.27X Cap: $319.65B
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• Toronto-Dominion Bank (The) (TD $125.80)
  • $125.80 P/E (TTM): 10.62X Cap: $214.76B
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• Bank of Nova Scotia (The) (BNS $100.17)
  • $100.17 P/E (TTM): 24.61X Cap: $124.36B
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Q: Canadian banks in general……
Is it time to take some profits? Or are they such a core holding that you would hold?
Perhaps only trim to a comfortable %?

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Read Answer Asked by Danny on February 22, 2022

• CI Financial Corp. (CIX $31.99)
  • $31.99 Cap: $4.58B
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Q: Cix has had a significant drop since November and they keep doing acquisitions, could comment as they seem to be low price for purchase-growth ?

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Read Answer Asked by terrance on February 22, 2022

• JPMorgan Chase & Co. (JPM $318.52)
  • $318.52 P/E (TTM): 15.77X Cap: $867.09B
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• Morgan Stanley (MS $178.41)
  • $178.41 P/E (TTM): 18.28X Cap: $283.54B
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Q: MS has been dropping the past few days, likely with the market in general and geopolitical reasons but perhaps also due to news that the SEC and DOJ are investigating the business on block trading. Given this disclosure, would you suggesting moving out of the position (even at this depressed price) into another such as JPM that does not have this similar SEC risk? Or, could this even be an opportunity to build on the MS position?

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Read Answer Asked by Gerry on February 22, 2022

• Canaccord Genuity Group Inc. (CF $11.23)
  • $11.23 Cap: $1.15B
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Q: Why is this sliding so much lately? Thx James

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Read Answer Asked by JAMES on February 20, 2022

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: Can you comment on HCG quarterly earnings? Do you think restoring the dividend will increase demand for their shares and create a buying opportunity?

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Read Answer Asked by Robert on February 18, 2022

• Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U $17.04)
  • $17.04 P/E (TTM): 71.0X Cap: $2.29B
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Q: With book value at $19.65 a share and annual earnings coming in at $3.22 a share as well as share repurchases ..... Could I have your analysis of their year end results including new purchases and positions they took ? ..... Everything looked pretty good to me the question is why isn't Mr. Market impressed ? .....

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Read Answer Asked by Garth on February 18, 2022

• Bank of Montreal (BMO $181.30)
  • $181.30 P/E (TTM): 14.93X Cap: $128.52B
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Q: Hi,
In Dec 2021, BMO announced to acquire Bank of West from BNP Paribas for US$16.3-bil. This is a big amount. Normally companies finance these kind of huge acquisition by issuing debt and equity. Whenever new equity is being issued, stock price of issuing company falls during that time. Do you think BMO will issue new equity? Is there any place where someone can get information these kind of news?
Thanks
Piyush

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Read Answer Asked by Piyush on February 18, 2022

• Sun Life Financial Inc. (SLF $83.16)
  • $83.16 P/E (TTM): 20.79X Cap: $46.35B
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Q: Can I have your thoughts today on SLF.
Is it a buy at this price?
This would be going in my TFSA income portfolio.

Steve.

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Read Answer Asked by Stephen on February 18, 2022

• Moody's Corporation (MCO $486.60)
  • $486.60 P/E (TTM): 39.15X Cap: $86.80B
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Q: Would you prefer to own MCO or SPGI?

Thanks

Kim

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Read Answer Asked by kim on February 17, 2022

• Aritzia Inc. Subordinate Voting Shares (ATZ $113.82)
  • $113.82 P/E (TTM): 47.62X Cap: $13.12B
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Q: From the 5i balanced PF . . . If you were starting to build this PF today what would your first ten stocks be in order of preference and what % dollar wise allocation would you assign?

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Read Answer Asked by Barrie on February 17, 2022

Q: is the new Elon Musk app circulating on facebook about investing with him into the crypto currency market legit or a scam. you put up a minimum $400.00 dollars and his app does the trading for you .???

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Read Answer Asked by Ross on February 17, 2022

• goeasy Ltd. (GSY $122.28)
  • $122.28 P/E (TTM): 8.9X Cap: $1.96B
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Q: Please comment on earnings. Would you add to this name?

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Read Answer Asked by Jan on February 17, 2022

• Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U $17.04)
  • $17.04 P/E (TTM): 71.0X Cap: $2.29B
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Q: The Book Value sits at above $19.00 per share. The stock trades just above $12.00. Today FFH announced that it bought some shares from individuals @ 15.29 and issued a warnings about possible future share purchases. Management obviously has to find a way to unlock shareholder value. What is your take on the announcement today.

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Read Answer Asked by Doug on February 16, 2022

• JPMorgan Chase & Co. (JPM $318.52)
  • $318.52 P/E (TTM): 15.77X Cap: $867.09B
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• Morgan Stanley (MS $178.41)
  • $178.41 P/E (TTM): 18.28X Cap: $283.54B
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• Toronto-Dominion Bank (The) (TD $125.80)
  • $125.80 P/E (TTM): 10.62X Cap: $214.76B
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• Bank of Nova Scotia (The) (BNS $100.17)
  • $100.17 P/E (TTM): 24.61X Cap: $124.36B
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Q: Would you please rank your top 4 Banks for 3 year hold

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Read Answer Asked by gary on February 16, 2022

• goeasy Ltd. (GSY $122.28)
  • $122.28 P/E (TTM): 8.9X Cap: $1.96B
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Q: Hi. Can you confirm consensus EPS estimates for this weeks release is $2.62? If so, why would the analysts forecast an increase of 17% vs. Q4 last year when it is growing earning at 35%+ AND reported $2.70 in the prior quarter. Do they know something the rest of us don’t?

Thanks for your service

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Read Answer Asked by Todd on February 16, 2022

• T. Rowe Price Group Inc. (TROW $104.90)
  • $104.90 P/E (TTM): 11.44X Cap: $22.89B
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• IGM Financial Inc. (IGM $60.70)
  • $60.70 P/E (TTM): 13.95X Cap: $14.33B
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• AllianceBernstein Holding L.P. Units (AB $39.96)
  • $39.96 P/E (TTM): 13.19X Cap: $3.74B
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• Janus Henderson Group plc (JHG $45.50)
  • $45.50 P/E (TTM): 13.34X Cap: $7.02B
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Q: If looking for stability, some growth and a growing dividend, which of the aforementioned would be your pick? Are there similar firms you would prefer?Also, what is causing the relatively more precipitous current decline of TROW?

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Read Answer Asked by David on February 16, 2022

• goeasy Ltd. (GSY $122.28)
  • $122.28 P/E (TTM): 8.9X Cap: $1.96B
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Q: Hi Peter and team,

I would appreciate your thoughts on GSY quarter earning. What is the estimated? What result will be good from your point of view? If you are going to buy more after the quarter earning, assuming you already have some positions, then what result would be?

Thanks,
James

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Read Answer Asked by Jinlong on February 16, 2022

• BlackRock Inc. (BLK $1,089.09)
  • $1,089.09 P/E (TTM): 28.0X Cap: $168.97B
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• JPMorgan Chase & Co. (JPM $318.52)
  • $318.52 P/E (TTM): 15.77X Cap: $867.09B
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Q: Can you tell me if Blackrock or JPM have a crypto fund/etf? I believe it has been in the works but cannot find a ticker

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Read Answer Asked by Edward on February 16, 2022

• Definity Financial Corporation (DFY $73.82)
  • $73.82 P/E (TTM): 22.17X Cap: $8.97B
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Q: Can I have your thoughts on Definity after earnings

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Read Answer Asked by John on February 15, 2022

• BMO Equal Weight Banks Index ETF (ZEB $58.10)
  • $58.10 P/E (TTM): 11.77X Cap: $5.31B
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• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $62.35)
  • $62.35 P/E (TTM): 13.37X Cap: $336M
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• iShares S&P/TSX Capped Energy Index ETF (XEG $19.54)
  • $19.54 P/E (TTM): 1.58X Cap: $1.46B
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• iShares S&P/TSX Global Base Metals Index ETF (XBM $28.01)
  • $28.01 P/E (TTM): 0.49X Cap: $313M
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Q: Hi,

I am interested in $Cdn ETFs that are designed for inflation and where the underlying securities have pricing power? If any, do you have a favourite? If you have a favourite, the reasons why?

Many Thanks,
Derek

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Read Answer Asked by Derek on February 15, 2022