Investment Q&A

• Maple Leaf Foods Inc. (MFI $28.09)
  • $28.09 P/E (TTM): 19.81X Cap: $3.48B
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Q: Please comment on MFI earning result and the growth. Thanks

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Read Answer Asked by Esther on November 05, 2021

• Starbucks Corporation (SBUX $78.46)
  • $78.46 P/E (TTM): 34.39X Cap: $89.18B
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• Chipotle Mexican Grill Inc. (CMG $39.82)
  • $39.82 P/E (TTM): 36.51X Cap: $53.39B
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• McDonald's Corporation (MCD $297.01)
  • $297.01 P/E (TTM): 25.18X Cap: $211.94B
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• Yum! Brands Inc. (YUM $141.62)
  • $141.62 P/E (TTM): 28.14X Cap: $39.30B
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• Restaurant Brands International Inc. (QSR $93.62)
  • $93.62 P/E (TTM): 25.25X Cap: $42.49B
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• Domino's Pizza Inc (DPZ $406.37)
  • $406.37 P/E (TTM): 24.01X Cap: $13.79B
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• Shake Shack Inc. Class A (SHAK $86.76)
  • $86.76 P/E (TTM): 196.55X Cap: $3.94B
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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!

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Read Answer Asked by George on November 05, 2021

• Freeport-McMoRan Inc. (FCX $40.88)
  • $40.88 P/E (TTM): 32.22X Cap: $58.69B
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• Parkland Corporation (PKI $38.74)
  • $38.74 P/E (TTM): 23.02X Cap: $6.76B
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• Labrador Iron Ore Royalty (LIFUN)
  • P/E (TTM): 18.5X
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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.

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Read Answer Asked by steven on November 05, 2021

• WSP Global Inc. (WSP $279.34)
  • $279.34 P/E (TTM): 45.36X Cap: $36.46B
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• Finning International Inc. (FTT $65.99)
  • $65.99 P/E (TTM): 14.29X Cap: $8.74B
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• Toromont Industries Ltd. (TIH $157.24)
  • $157.24 P/E (TTM): 26.46X Cap: $12.77B
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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?

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Read Answer Asked by Gerry on November 05, 2021

• Spin Master Corp. Subordinate Voting Shares (TOY $18.60)
  • $18.60 P/E (TTM): 16.66X Cap: $1.93B
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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.

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Read Answer Asked by Francis on November 04, 2021

• Wajax Corporation (WJX $22.95)
  • $22.95 P/E (TTM): 14.17X Cap: $499M
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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).

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Read Answer Asked by Murray on November 03, 2021

• Saputo Inc. (SAP $33.28)
  • $33.28 Cap: $13.71B
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Q: Saputo? is it a buy?

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Read Answer Asked by Garnet on November 03, 2021

• MAG Silver Corp. (MAG $34.38)
  • $34.38 P/E (TTM): 25.47X Cap: $3.56B
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• Nutrien Ltd. (NTR $83.84)
  • $83.84 P/E (TTM): 196.63X Cap: $40.73B
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• Cleveland-Cliffs Inc. (CLF $13.18)
  • $13.18 Cap: $6.52B
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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

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Read Answer Asked by Neil on November 03, 2021

• Nutrien Ltd. (NTR $59.84)
  • $59.84 P/E (TTM): 196.63X Cap: $29.05B
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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

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Read Answer Asked by Stan on November 03, 2021

• Nutrien Ltd. (NTR $83.84)
  • $83.84 P/E (TTM): 196.63X Cap: $40.73B
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Q: Thoughts on their quarterly results...thanks...Steve

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Read Answer Asked by Stephen on November 03, 2021

• Sun Life Financial Inc. (SLF $86.24)
  • $86.24 P/E (TTM): 15.59X Cap: $49.01B
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• Magna International Inc. (MG $60.97)
  • $60.97 P/E (TTM): 10.6X Cap: $17.18B
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• Thomson Reuters Corporation (TRI $212.03)
  • $212.03 P/E (TTM): 42.14X Cap: $95.55B
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• Nutrien Ltd. (NTR $83.84)
  • $83.84 P/E (TTM): 196.63X Cap: $40.73B
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• Fortis Inc. (FTS $51.04)
  • $51.04 P/E (TTM): 20.68X Cap: $25.32B
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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.

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Read Answer Asked by Steve on November 03, 2021

• Dollarama Inc. (DOL $174.88)
  • $174.88 P/E (TTM): 38.81X Cap: $48.33B
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• Restaurant Brands International Inc. (QSR $93.62)
  • $93.62 P/E (TTM): 25.25X Cap: $42.49B
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• BRP Inc. Subordinate Voting Shares (DOO $89.39)
  • $89.39 Cap: $6.52B
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• Leon's Furniture Limited (LNF $28.01)
  • $28.01 P/E (TTM): 12.19X Cap: $1.91B
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Q: Hi 5i,

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

Tks.

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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
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Q: Please comments on the earning.

Thanks,

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Read Answer Asked by Young on November 02, 2021

• Archer-Daniels-Midland Company (ADM $60.84)
  • $60.84 P/E (TTM): 26.54X Cap: $29.23B
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• Purpose Diversified Real Asset Fund (PRA $31.58)
  • $31.58 P/E (TTM): 19.02X Cap: $82M
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• Nutrien Ltd. (NTR $83.84)
  • $83.84 P/E (TTM): 196.63X Cap: $40.73B
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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?

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Read Answer Asked by Brad on November 02, 2021

• Miscellaneous (MISC)
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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

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

• First Solar Inc. (FSLR $225.91)
  • $225.91 P/E (TTM): 20.03X Cap: $24.22B
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• Algonquin Power & Utilities Corp. (AQN $8.11)
  • $8.11 Cap: $6.25B
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• Boralex Inc. Class A Shares (BLX $27.75)
  • $27.75 Cap: $2.85B
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• Enphase Energy Inc. (ENPH $34.27)
  • $34.27 P/E (TTM): 28.46X Cap: $4.48B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $52.67)
  • $52.67 Cap: $19.89B
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Q: what would be your top 5 companies be that play into the theme of climate change?

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Read Answer Asked by Josh on November 02, 2021

• Aecon Group Inc. (ARE $24.38)
  • $24.38 P/E (TTM): 71.11X Cap: $1.53B
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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?

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Read Answer Asked by Peter on November 02, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $36.97)
  • $36.97 Cap: $24.32B
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Q: After looking at page 27 of the Q2 2021 Supplemental, would you use the Basic income (loss) per LP unit , in comparison to Normalized Funds From Operation per Unit, to determine the value it trades at, similar to how REITS are valued.?
I noticed a Loss of .13cents per unit, and normalized FFO of 0.53 cents per unit.
Thanks

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Read Answer Asked by Gordon on November 02, 2021

Q: I am thinking about transferring more of my investment funds to the US. At the moment the ratio is about 50/50. Do you think this is a good move considering the antics of the present government.
Publish at your discretion.

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Read Answer Asked by Peter on November 01, 2021

• Dow Inc. (DOW $20.65)
  • $20.65 Cap: $14.63B
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• International Paper Company (IP $45.69)
  • $45.69 Cap: $24.12B
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• LyondellBasell Industries NV Class A (Netherlands) (LYB $44.91)
  • $44.91 P/E (TTM): 61.91X Cap: $14.44B
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• Lundin Mining Corporation (LUN $21.08)
  • $21.08 Cap: $18.04B
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• Agnico Eagle Mines Limited (AEM $230.16)
  • $230.16 P/E (TTM): 33.66X Cap: $115.70B
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• Nutrien Ltd. (NTR $83.84)
  • $83.84 P/E (TTM): 196.63X Cap: $40.73B
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• BHP Group Ltd. (BHP $53.62)
  • $53.62 P/E (TTM): 16.08X Cap: $142.83B
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Q: Hi 5i,
I'm trying to put together a materials allocation for my portfolio that pay a dividend. These are the companies I have come up with that pay a stable dividend and appear to not have too much related business. Is more diversification needed and can you make recommendations. Also is there any better replacements for these companies I would like to have at least a two percent dividend. Thanks!

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Read Answer Asked by Mark on November 01, 2021