Investment Q&A

• Park Lawn Corporation (PLC $26.48)
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• Costco Wholesale Corporation (COST $924.88)
  • $924.88 P/E (TTM): 66.39X Cap: $410.52B
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• Morgan Stanley (MS $186.32)
  • $186.32 P/E (TTM): 19.09X Cap: $296.12B
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• Royal Bank of Canada (RY $235.52)
  • $235.52 P/E (TTM): 16.33X Cap: $329.77B
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• Sun Life Financial Inc. (SLF $87.40)
  • $87.40 P/E (TTM): 21.85X Cap: $48.71B
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• TMX Group Limited (X $50.58)
  • $50.58 P/E (TTM): 30.65X Cap: $14.06B
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• BRP Inc. Subordinate Voting Shares (DOO $99.05)
  • $99.05 Cap: $7.26B
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• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.41X Cap: $22.03B
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• lululemon athletica inc. (LULU $203.90)
  • $203.90 P/E (TTM): 14.19X Cap: $22.87B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $131.47)
  • $131.47 P/E (TTM): 55.01X Cap: $15.17B
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• Cencora Inc. (COR $335.69)
  • $335.69 P/E (TTM): 42.17X Cap: $65.12B
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• Trisura Group Ltd. (TSU $45.54)
  • $45.54 P/E (TTM): 17.86X Cap: $2.16B
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• Celsius Holdings Inc. (CELH $52.90)
  • $52.90 P/E (TTM): 480.91X Cap: $13.63B
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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 $88.34)
  • $88.34 P/E (TTM): 20.42X Cap: $13.16B
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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 $24.60)
  • $24.60 P/E (TTM): 15.19X Cap: $3.07B
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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 $88.88)
  • $88.88 P/E (TTM): 54.53X Cap: $101.06B
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• Chipotle Mexican Grill Inc. (CMG $40.11)
  • $40.11 P/E (TTM): 35.5X Cap: $53.03B
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• McDonald's Corporation (MCD $307.32)
  • $307.32 P/E (TTM): 26.22X Cap: $218.85B
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• Yum! Brands Inc. (YUM $155.52)
  • $155.52 P/E (TTM): 30.32X Cap: $43.18B
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• Restaurant Brands International Inc. (QSR $95.99)
  • $95.99 P/E (TTM): 24.64X Cap: $43.50B
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• Domino's Pizza Inc (DPZ $405.09)
  • $405.09 P/E (TTM): 23.68X Cap: $13.68B
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• Shake Shack Inc. Class A (SHAK $93.29)
  • $93.29 P/E (TTM): 90.57X Cap: $3.86B
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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!

Upvote 0

Read Answer Asked by Fay on November 05, 2021

• Freeport-McMoRan Inc. (FCX $56.53)
  • $56.53 P/E (TTM): 39.53X Cap: $81.17B
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• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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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 $260.02)
  • $260.02 P/E (TTM): 38.89X Cap: $33.96B
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• Finning International Inc. (FTT $78.96)
  • $78.96 P/E (TTM): 15.54X Cap: $10.37B
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• Toromont Industries Ltd. (TIH $171.40)
  • $171.40 P/E (TTM): 28.33X Cap: $13.94B
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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?

Upvote 0

Read Answer Asked by Gerry on November 05, 2021

• Spin Master Corp. Subordinate Voting Shares (TOY $20.29)
  • $20.29 P/E (TTM): 26.61X Cap: $2.04B
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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.

Upvote 0

Read Answer Asked by Francis on November 04, 2021

• Wajax Corporation (WJX $28.50)
  • $28.50 P/E (TTM): 13.44X Cap: $619M
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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).

Upvote 0

Read Answer Asked by Murray on November 03, 2021

• Saputo Inc. (SAP $40.78)
  • $40.78 Cap: $16.72B
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Q: Saputo? is it a buy?

Upvote 0

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 $83.28)
  • $83.28 P/E (TTM): 48.83X Cap: $40.25B
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• Cleveland-Cliffs Inc. (CLF $12.76)
  • $12.76 Cap: $6.31B
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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 $59.82)
  • $59.82 P/E (TTM): 48.83X Cap: $28.91B
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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 $83.28)
  • $83.28 P/E (TTM): 48.83X Cap: $40.25B
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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 $87.40)
  • $87.40 P/E (TTM): 21.85X Cap: $48.71B
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• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.41X Cap: $22.03B
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• Thomson Reuters Corporation (TRI $179.94)
  • $179.94 P/E (TTM): 33.36X Cap: $80.04B
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• Nutrien Ltd. (NTR $83.28)
  • $83.28 P/E (TTM): 48.83X Cap: $40.25B
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• Fortis Inc. (FTS $51.46)
  • $51.46 P/E (TTM): 20.52X Cap: $26B
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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.

Upvote 0

Read Answer Asked by Steve on November 03, 2021

• Dollarama Inc. (DOL $199.31)
  • $199.31 P/E (TTM): 42.32X Cap: $54.56B
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• Restaurant Brands International Inc. (QSR $95.99)
  • $95.99 P/E (TTM): 24.64X Cap: $43.50B
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• BRP Inc. Subordinate Voting Shares (DOO $99.05)
  • $99.05 Cap: $7.26B
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• Leon's Furniture Limited (LNF $28.61)
  • $28.61 P/E (TTM): 11.31X Cap: $1.96B
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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
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Q: Please comments on the earning.

Thanks,

Upvote 0

Read Answer Asked by Young on November 02, 2021

• Archer-Daniels-Midland Company (ADM $61.94)
  • $61.94 P/E (TTM): 24.88X Cap: $29.76B
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• Purpose Diversified Real Asset Fund (PRA $34.13)
  • $34.13 P/E (TTM): 18.76X Cap: $109M
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• Nutrien Ltd. (NTR $83.28)
  • $83.28 P/E (TTM): 48.83X Cap: $40.25B
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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 $238.66)
  • $238.66 P/E (TTM): 18.32X Cap: $25.61B
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• Algonquin Power & Utilities Corp. (AQN $8.89)
  • $8.89 Cap: $6.82B
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• Boralex Inc. Class A Shares (BLX $25.99)
  • $25.99 Cap: $2.67B
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• Enphase Energy Inc. (ENPH $35.22)
  • $35.22 P/E (TTM): 24.12X Cap: $4.60B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $52.90)
  • $52.90 Cap: $19.71B
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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 $31.87)
  • $31.87 P/E (TTM): 318.7X Cap: $2.01B
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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 $37.44)
  • $37.44 Cap: $24.63B
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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