Investment Q&A

• Moody's Corporation (MCO $435.80)
  • $435.80 P/E (TTM): 32.26X Cap: $78.08B
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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 $110.25)
  • $110.25 Cap: $12.78B
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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 $35.54)
  • $35.54 P/E (TTM): 2.78X Cap: $611M
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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 $17.26)
  • $17.26 P/E (TTM): 71.65X Cap: $2.35B
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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 $287.97)
  • $287.97 P/E (TTM): 14.34X Cap: $776.04B
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• Morgan Stanley (MS $158.55)
  • $158.55 P/E (TTM): 15.46X Cap: $251.58B
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• 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
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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 $35.54)
  • $35.54 P/E (TTM): 2.78X Cap: $611M
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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 $87.09)
  • $87.09 P/E (TTM): 9.57X Cap: $19.04B
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• IGM Financial Inc. (IGM $62.45)
  • $62.45 P/E (TTM): 13.96X Cap: $15.08B
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• AllianceBernstein Holding L.P. Units (AB $37.46)
  • $37.46 P/E (TTM): 12.64X Cap: $3.50B
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• Janus Henderson Group plc (JHG $51.37)
  • $51.37 P/E (TTM): 10.03X Cap: $7.72B
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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 $35.54)
  • $35.54 P/E (TTM): 2.78X Cap: $611M
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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 $969.60)
  • $969.60 P/E (TTM): 27.5X Cap: $150.61B
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• JPMorgan Chase & Co. (JPM $287.97)
  • $287.97 P/E (TTM): 14.34X Cap: $776.04B
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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 $66.75)
  • $66.75 P/E (TTM): 48.12X Cap: $8.28B
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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 $58.32)
  • $58.32 P/E (TTM): 15.44X Cap: $4.73B
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• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $63.49)
  • $63.49 P/E (TTM): 16.5X Cap: $375M
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• iShares S&P/TSX Capped Energy Index ETF (XEG $26.65)
  • $26.65 P/E (TTM): 12.58X Cap: $2.13B
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• iShares S&P/TSX Global Base Metals Index ETF (XBM $29.93)
  • $29.93 P/E (TTM): 22.68X Cap: $478M
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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

Q: I have holdings in some of the Canadian Bitcoin and Ethereum ETFs. I am wondering if covered calls can be written against these positions, as I would like to generate some income from them. I have not as yet written any covered calls, so I still have some learning to do. Thanks.

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Read Answer Asked by Donald on February 15, 2022

• Amgen Inc. (AMGN $349.92)
  • $349.92 P/E (TTM): 25.38X Cap: $189.47B
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• AbbVie Inc. (ABBV $206.23)
  • $206.23 P/E (TTM): 93.12X Cap: $368.38B
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• Freeport-McMoRan Inc. (FCX $53.62)
  • $53.62 P/E (TTM): 38.22X Cap: $79.69B
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• Merck & Company Inc. (MRK $114.20)
  • $114.20 P/E (TTM): 15.92X Cap: $283.08B
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• Pfizer Inc. (PFE $27.41)
  • $27.41 P/E (TTM): 20.18X Cap: $155.40B
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• Roper Technologies Inc. (ROP $353.26)
  • $353.26 P/E (TTM): 24.85X Cap: $36.10B
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• Royal Bank of Canada (RY $220.25)
  • $220.25 P/E (TTM): 15.08X Cap: $311.35B
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• 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
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• Bank of Montreal (BMO $187.63)
  • $187.63 P/E (TTM): 15.09X Cap: $133.65B
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• Manulife Financial Corporation (MFC $46.57)
  • $46.57 P/E (TTM): 15.56X Cap: $78.89B
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• Canadian Imperial Bank Of Commerce (CM $131.43)
  • $131.43 P/E (TTM): 13.95X Cap: $122B
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• Sun Life Financial Inc. (SLF $85.95)
  • $85.95 P/E (TTM): 14.26X Cap: $48.19B
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• Constellation Software Inc. (CSU $2,519.21)
  • $2,519.21 P/E (TTM): 78.8X Cap: $54.41B
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• Tourmaline Oil Corp. (TOU $69.14)
  • $69.14 P/E (TTM): 92.78X Cap: $25.97B
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• WSP Global Inc. (WSP $219.31)
  • $219.31 P/E (TTM): 30.24X Cap: $29.90B
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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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• TFI International Inc. (TFII $135.52)
  • $135.52 P/E (TTM): 35.65X Cap: $11.35B
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• ATS Corporation (ATS $42.67)
  • $42.67 Cap: $4.28B
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• Granite Real Estate Investment Trust (GRT.UN $82.84)
  • $82.84 Cap: $5.21B
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• Tamarack Valley Energy Ltd. (TVE $11.18)
  • $11.18 Cap: $5.30B
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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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• Profound Medical Corp. (PRN $7.06)
  • $7.06 Cap: $227M
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• Nutrien Ltd. (NTR $104.50)
  • $104.50 P/E (TTM): 36.77X Cap: $51.70B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• Digital Turbine Inc. (APPS $3.24)
  • $3.24 Cap: $390M
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• Jacobs Solutions Inc. (J $128.02)
  • $128.02 P/E (TTM): 36.22X Cap: $15B
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• Topicus.com Inc. (TOI $96.54)
  • $96.54 P/E (TTM): 308.43X Cap: $12.58B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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• Neighbourly Pharmacy Inc. (NBLY $18.60)
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Q: Hi group - I am a medium risk investor - Can you please give me your top picks + % weighting in the top sectors - Financial, Industrials, Materials , Energy, Health care , real estate, Tech Thanks

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Read Answer Asked by Terence on February 14, 2022

• Royal Bank of Canada (RY $220.25)
  • $220.25 P/E (TTM): 15.08X Cap: $311.35B
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• 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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  • View Reports on BNS
• Bank of Montreal (BMO $187.63)
  • $187.63 P/E (TTM): 15.09X Cap: $133.65B
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• Canadian Imperial Bank Of Commerce (CM $131.43)
  • $131.43 P/E (TTM): 13.95X Cap: $122B
  • View CM Profile
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• National Bank of Canada (NA $178.25)
  • $178.25 P/E (TTM): 17.59X Cap: $70.38B
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• Canadian Western Bank (CWB $56.63)
  • $56.63 P/E (TTM): 20.74X
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• Laurentian Bank of Canada (LB $40.23)
  • $40.23 P/E (TTM): 26.8X Cap: $1.79B
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Q: Recently Veritas’ D.Souza cut most of the big canadian banks to sell. Could I have forward P/E for each of them? I doubt it, but do you agree with M. D’Souza that the banks are a bit overpriced looking at 2023?
Thanks

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Read Answer Asked by Denise on February 14, 2022

• Trisura Group Ltd. (TSU $43.20)
  • $43.20 P/E (TTM): 15.02X Cap: $2.12B
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Q: Your comments on Trisura's earnings please.

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Read Answer Asked by Brian on February 14, 2022

• ECN Capital Corp. (ECN $3.08)
  • $3.08 P/E (TTM): 37.74X Cap: $867M
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Q: I am wondering why ECN would pay such a large special dividend.
Can you explain the thinking behind this. Why not do a share buy back or spend the money in another fashion.
Thank You
Peter

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Read Answer Asked by Peter on February 14, 2022

• Manulife Financial Corporation (MFC $46.57)
  • $46.57 P/E (TTM): 15.56X Cap: $78.89B
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• Sun Life Financial Inc. (SLF $85.95)
  • $85.95 P/E (TTM): 14.26X Cap: $48.19B
  • View SLF Profile
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Q: About 5% of my portfolio is comprised of SLF and MFC, of which SLF is about 2/3s today. Another 10% of my portfolio is Cdn Banks.
After today's movement, what would you think of selling MFC and consolidating into SLF?
Also, given the inflation sirens, what would be a reasonable amount of bank holdings and insurance co holdings?

Thank You

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Read Answer Asked by Tim on February 11, 2022

• Affirm Holdings Inc. (AFRM $44.43)
  • $44.43 P/E (TTM): 57.3X Cap: $14.79B
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Q: Comments on #1 earnings report and #2 twitter early release fiasco. Genuine mistake or deliberate manipulation?

Should I keep holding or take a large tax loss?

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Read Answer Asked by Maureen on February 11, 2022

• S&P Global Inc. (SPGI $426.14)
  • $426.14 P/E (TTM): 29.55X Cap: $127.48B
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Q: Can I please have your thoughts, comments on SPGI's recently announced earnings. Do you see good things ahead. As you know the share price is down considerably in 2022.

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Read Answer Asked by Brian on February 10, 2022