Investment Q&A

• Caterpillar Inc. (CAT $431.26)
  • $431.26 P/E (TTM): 21.25X Cap: $202.52B
  • View CAT Profile
  • View Questions on CAT
• Finning International Inc. (FTT $56.73)
  • $56.73 P/E (TTM): 12.18X Cap: $7.45B
  • View FTT Profile
  • View Questions on FTT
• Toromont Industries Ltd. (TIH $143.56)
  • $143.56 P/E (TTM): 24.44X Cap: $11.64B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH

Q: Hi 5i,
The what appears to be steady business of Toromont stands out to me. What do you see as the major differences between Toromont and Finning today, and which do you prefer?

Thank you!

Upvote 0

Read Answer Asked by Greg on November 08, 2021

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
  • View PLC Profile
  • View Questions on PLC
  • View Reports on PLC
• Costco Wholesale Corporation (COST $941.34)
  • $941.34 P/E (TTM): 55.99X Cap: $417.56B
  • View COST Profile
  • View Questions on COST
• Morgan Stanley (MS $148.97)
  • $148.97 P/E (TTM): 17.35X Cap: $235.69B
  • View MS Profile
  • View Questions on MS
• Royal Bank of Canada (RY $190.39)
  • $190.39 P/E (TTM): 20.61X Cap: $266.23B
  • View RY Profile
  • View Questions on RY
• Sun Life Financial Inc. (SLF $81.03)
  • $81.03 P/E (TTM): 14.9X Cap: $45.76B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• TMX Group Limited (X $55.02)
  • $55.02 P/E (TTM): 36.8X Cap: $15.28B
  • View X Profile
  • View Questions on X
  • View Reports on X
• BRP Inc. Subordinate Voting Shares (DOO $78.70)
  • $78.70 Cap: $5.82B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Magna International Inc. (MG $64.18)
  • $64.18 P/E (TTM): 10.86X Cap: $18.04B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• lululemon athletica inc. (LULU $202.53)
  • $202.53 P/E (TTM): 14.12X Cap: $23.22B
  • View LULU Profile
  • View Questions on LULU
• Aritzia Inc. Subordinate Voting Shares (ATZ $79.24)
  • $79.24 P/E (TTM): 39.9X Cap: $9.03B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Cencora Inc. (COR $289.70)
  • $289.70 P/E (TTM): 30.04X Cap: $55.89B
  • View COR Profile
  • View Questions on COR
• Trisura Group Ltd. (TSU $40.40)
  • $40.40 P/E (TTM): 16.57X Cap: $1.91B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• Celsius Holdings Inc. (CELH $59.57)
  • $59.57 P/E (TTM): 186.42X Cap: $15.52B
  • View CELH Profile
  • View Questions on CELH

Q: Hi there, I am looking to pick up a few positions. I am underweight in consumer cyclical, real estate, financials, energy, and US. I have no holding outside N.America. My investment profile is Balanced to growth-oriented.
I currently own the following in those categories:
ATZ, BRP, CELPH. COST, LULU, MG, PLC, TSU, X, RY, SLF
What stocks would you buy today?

As a side note, Is there a publication or investment service you would recommend, for US and international holdings?
Thanks for your advice.

Upvote 0

Read Answer Asked by kevin on November 06, 2021

• Gildan Activewear Inc. (GIL $75.83)
  • $75.83 P/E (TTM): 17.81X Cap: $11.32B
  • View GIL Profile
  • View Questions on GIL
  • View Reports on GIL

Q: Gildan did a nice jump up today.
Looking good for future?
Hold or Sell?
Thanks

Upvote 0

Read Answer Asked by Ron on November 05, 2021

• Maple Leaf Foods Inc. (MFI $35.65)
  • $35.65 P/E (TTM): 25.11X Cap: $4.41B
  • View MFI Profile
  • View Questions on MFI

Q: Please comment on MFI earning result and the growth. Thanks

Upvote 0

Read Answer Asked by Esther on November 05, 2021

• Starbucks Corporation (SBUX $86.63)
  • $86.63 P/E (TTM): 38.09X Cap: $98.47B
  • View SBUX Profile
  • View Questions on SBUX
• Chipotle Mexican Grill Inc. (CMG $42.52)
  • $42.52 P/E (TTM): 38.96X Cap: $57.32B
  • View CMG Profile
  • View Questions on CMG
• McDonald's Corporation (MCD $312.94)
  • $312.94 P/E (TTM): 27.72X Cap: $223.67B
  • View MCD Profile
  • View Questions on MCD
• Yum! Brands Inc. (YUM $147.03)
  • $147.03 P/E (TTM): 29.46X Cap: $40.76B
  • View YUM Profile
  • View Questions on YUM
• Restaurant Brands International Inc. (QSR $86.90)
  • $86.90 P/E (TTM): 23.92X Cap: $39.57B
  • View QSR Profile
  • View Questions on QSR
• Domino's Pizza Inc (DPZ $451.22)
  • $451.22 P/E (TTM): 26.19X Cap: $15.63B
  • View DPZ Profile
  • View Questions on DPZ
• Shake Shack Inc. Class A (SHAK $105.62)
  • $105.62 P/E (TTM): 358.55X Cap: $4.38B
  • View SHAK Profile
  • View Questions on SHAK

Q: Hi Peter,

Can I please get your expert ranking with respect to the following list of restaurant stocks in terms of a long-term hold.

CMG, DPZ, MCD, QSR, SBUX, SHAK, and YUM

Thanks, from the hungry investor!

Upvote 0

Read Answer Asked by George on November 05, 2021

• Freeport-McMoRan Inc. (FCX $44.35)
  • $44.35 P/E (TTM): 32.54X Cap: $62.72B
  • View FCX Profile
  • View Questions on FCX
• Parkland Corporation (PKI $38.56)
  • $38.56 P/E (TTM): 22.84X Cap: $6.74B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI
• Labrador Iron Ore Royalty (LIFUN)
  • P/E (TTM): 18.5X
  • View LIFUN Profile
  • View Questions on LIFUN

Q: I'm looking at these three companies. Do you think these are good companies over the next couple of years and what would be a good entry point.

Upvote 0

Read Answer Asked by steven on November 05, 2021

• WSP Global Inc. (WSP $280.44)
  • $280.44 P/E (TTM): 46.51X Cap: $36.60B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Finning International Inc. (FTT $56.73)
  • $56.73 P/E (TTM): 12.18X Cap: $7.45B
  • View FTT Profile
  • View Questions on FTT
• Toromont Industries Ltd. (TIH $143.56)
  • $143.56 P/E (TTM): 24.44X Cap: $11.64B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH

Q: To gain exposure to industrials would you prefer TIH, FTT, Stantec or another? Are TIH and FTT similar businesses, meaning would you ever hold both in the same portfolio with a limited number of holdings?

Upvote 0

Read Answer Asked by Gerry on November 05, 2021

• Spin Master Corp. Subordinate Voting Shares (TOY $23.15)
  • $23.15 P/E (TTM): 20.15X Cap: $2.36B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: Peter your comments on TOY.TO 3QTR earnings please.
I am been holding a fairly large position for a while now and want to allocate funds somewhere else by reducing risk am up more then 30% on this.

Upvote 0

Read Answer Asked by Francis on November 04, 2021

• Wajax Corporation (WJX $23.52)
  • $23.52 P/E (TTM): 14.25X Cap: $512M
  • View WJX Profile
  • View Questions on WJX

Q: This stock still seems like a bargain even at current price. They beat the numbers by a nice margin and their outlook both short and long term was quite upbeat (I listened to the conference call).

Upvote 0

Read Answer Asked by Murray on November 03, 2021

• Saputo Inc. (SAP $33.91)
  • $33.91 Cap: $13.97B
  • View SAP Profile
  • View Questions on SAP

Q: Saputo? is it a buy?

Upvote 0

Read Answer Asked by Garnet on November 03, 2021

• MAG Silver Corp. (MAG $33.10)
  • $33.10 P/E (TTM): 24.26X Cap: $3.43B
  • View MAG Profile
  • View Questions on MAG
• Nutrien Ltd. (NTR $81.06)
  • $81.06 P/E (TTM): 187.47X Cap: $39.24B
  • View NTR Profile
  • View Questions on NTR
• Cleveland-Cliffs Inc. (CLF $10.54)
  • $10.54 Cap: $5.19B
  • View CLF Profile
  • View Questions on CLF

Q: For basic materials I have Nutrien, MAG Silver, and Cleveland Cliffs. Would you change any of those right now or continue to hold them? Thanks

Upvote 0

Read Answer Asked by Neil on November 03, 2021

• Nutrien Ltd. (NTR $58.55)
  • $58.55 P/E (TTM): 187.47X Cap: $28.31B
  • View NTR Profile
  • View Questions on NTR

Q: Hi Guys whats your thoughts here banner quarter and down 5% sure would have been a disaster if it was a miss .
This is a big unexplainable drop
Kind Regard
Stan

Upvote 0

Read Answer Asked by Stan on November 03, 2021

• Nutrien Ltd. (NTR $81.06)
  • $81.06 P/E (TTM): 187.47X Cap: $39.24B
  • View NTR Profile
  • View Questions on NTR

Q: Thoughts on their quarterly results...thanks...Steve

Upvote 0

Read Answer Asked by Stephen on November 03, 2021

• Sun Life Financial Inc. (SLF $81.03)
  • $81.03 P/E (TTM): 14.9X Cap: $45.76B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Magna International Inc. (MG $64.18)
  • $64.18 P/E (TTM): 10.86X Cap: $18.04B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Thomson Reuters Corporation (TRI $242.16)
  • $242.16 P/E (TTM): 49.64X Cap: $110.39B
  • View TRI Profile
  • View Questions on TRI
• Nutrien Ltd. (NTR $81.06)
  • $81.06 P/E (TTM): 187.47X Cap: $39.24B
  • View NTR Profile
  • View Questions on NTR
• Fortis Inc. (FTS $49.82)
  • $49.82 P/E (TTM): 20.6X Cap: $25.28B
  • View FTS Profile
  • View Questions on FTS

Q: Please suggest investment portfolio for a conservative 55 year old who opened a TFSA account with $50,000. Will not need to touch this money for the next 5 years.

Thanks for your valued service since 2014.

Upvote 0

Read Answer Asked by Steve on November 03, 2021

• Dollarama Inc. (DOL $192.07)
  • $192.07 P/E (TTM): 44.14X Cap: $53.51B
  • View DOL Profile
  • View Questions on DOL
• Restaurant Brands International Inc. (QSR $86.90)
  • $86.90 P/E (TTM): 23.92X Cap: $39.57B
  • View QSR Profile
  • View Questions on QSR
• BRP Inc. Subordinate Voting Shares (DOO $78.70)
  • $78.70 Cap: $5.82B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Leon's Furniture Limited (LNF $30.29)
  • $30.29 P/E (TTM): 13.03X Cap: $2.07B
  • View LNF Profile
  • View Questions on LNF
  • View Reports on LNF

Q: Hi 5i,

From all three of the model portfolios, which consumer cyclical defensive stocks are under valued?

Tks.

Upvote 0

Read Answer Asked by Rino on November 02, 2021

• Cargojet Inc - Ordinary Shares and Variable Voting Shares (CJT.A $75.62)
  • $75.62 P/E (TTM): 66.6X Cap: $1.01B
  • View CJT.A Profile
  • View Questions on CJT.A

Q: Please comments on the earning.

Thanks,

Upvote 0

Read Answer Asked by Young on November 02, 2021

• Archer-Daniels-Midland Company (ADM $62.82)
  • $62.82 P/E (TTM): 22.15X Cap: $30.85B
  • View ADM Profile
  • View Questions on ADM
• Purpose Diversified Real Asset Fund (PRA $30.57)
  • $30.57 P/E (TTM): 67.47X Cap: $76M
  • View PRA Profile
  • View Questions on PRA
• Nutrien Ltd. (NTR $81.06)
  • $81.06 P/E (TTM): 187.47X Cap: $39.24B
  • View NTR Profile
  • View Questions on NTR

Q: Hello and thanks for all you do.
Just wonder what your thoughts are on this ETF as a way to hedge against prolonged inflation/stagflation?

Upvote 0

Read Answer Asked by Brad on November 02, 2021

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Where do I find information from Analysts? To quote a recent question: Analysts are estimating ATD.B's 2022 YE results for earnings growth to be flat, 2023 EPS to grow 5%, then EPS to grow at 8.5% for the next 5 subsequent years.

Where does a person find this information about Analyst projections? Is there some kind of website?

Thanks

Upvote 0

Read Answer Asked by David C. on November 02, 2021

• First Solar Inc. (FSLR $196.72)
  • $196.72 P/E (TTM): 17.29X Cap: $21.38B
  • View FSLR Profile
  • View Questions on FSLR
• Algonquin Power & Utilities Corp. (AQN $7.97)
  • $7.97 Cap: $6.15B
  • View AQN Profile
  • View Questions on AQN
• Boralex Inc. Class A Shares (BLX $29.26)
  • $29.26 Cap: $3.03B
  • View BLX Profile
  • View Questions on BLX
• Enphase Energy Inc. (ENPH $37.96)
  • $37.96 P/E (TTM): 29.6X Cap: $4.99B
  • View ENPH Profile
  • View Questions on ENPH
• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $47.09)
  • $47.09 Cap: $17.38B
  • View BEPC Profile
  • View Questions on BEPC

Q: what would be your top 5 companies be that play into the theme of climate change?

Upvote 0

Read Answer Asked by Josh on November 02, 2021

• Aecon Group Inc. (ARE $20.43)
  • $20.43 P/E (TTM): 58.86X Cap: $1.28B
  • View ARE Profile
  • View Questions on ARE

Q: Do you find their disclosure in their latest earnings report of the issues surrounding the Coastal GasLink Pipeline project as concerning as apparently the market seems to?

Upvote 0

Read Answer Asked by Peter on November 02, 2021