Investment Q&A

• Berkshire Hathaway Inc. (BRK.B $466.55)
  • $466.55 P/E (TTM): 12.37X Cap: $1.01T
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• Brookfield Corporation Class A Limited Voting Shares (BN $91.47)
  • $91.47 P/E (TTM): 241.4X Cap: $153B
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Q: Hello

Is BN like a Canadian version of BRK.B.

With the major difference BN pays a small dividend and breaks up its assets like BAM.

Would you own both or do you prefer one over the other.

Thank you.

Mike

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Read Answer Asked by Mike on October 04, 2023

• Nutrien Ltd. (NTR $77.08)
  • $77.08 P/E (TTM): 55.55X Cap: $38.86B
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Q: I have a position in Nutrien where I'm now more or less breakeven. I'm considering adding after the drop... thoughts?

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Read Answer Asked by Brett on October 04, 2023

• Eli Lilly and Company (LLY $639.38)
  • $639.38 P/E (TTM): 62.32X Cap: $707.36B
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Q: Would you recommend LLY at the current somewhat elevated price?
With appreciation,
Ed

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Read Answer Asked by Ed on October 04, 2023

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: With patience in big supply where would you buy and why ? Thank you.

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Read Answer Asked by Paul on October 04, 2023

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $54.32)
  • $54.32 Cap: $7.17B
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• Brookfield Business Corporation Class A Exchangeable Subordinate Voting Shares (BBUC $42.01)
  • $42.01 Cap: $4.10B
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Q: Which one looks better today for long term price appreciation? Why have the share prices been punished so badly? Are these not great long term assets?
Thanks

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Read Answer Asked by Curtis on October 04, 2023

Q: With the recent market pullback what Canadian stocks do you find particularly attractive?

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Read Answer Asked by Joe on October 04, 2023

• Freeport-McMoRan Inc. (FCX $40.56)
  • $40.56 P/E (TTM): 32.81X Cap: $57.24B
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• Albemarle Corporation (ALB $71.50)
  • $71.50 Cap: $7.92B
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• Sociedad Quimica y Minera S.A. (SQM $37.94)
  • $37.94 P/E (TTM): 15.05X Cap: $10.36B
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• Livent Corporation (LTHM)
  • P/E (TTM): 3.41X Cap: $2.96B
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• Standard Lithium Ltd. (SLI $3.64)
  • $3.64 P/E (TTM): 4.5X Cap: $623M
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Q: Hey Guys,

With a lot of hype and interest in the EV space, Vehicles, Etc. , I am hearing a lot about Copper ,Silver and Lithium moving forward as an Investment Theme...

1. Please provide a few Pure Play Copper, Silver and Lithium Companies you think will be good investments going into this stage...
- Large Caps
- Small Caps with good spec potential

2. If another Sleeper Metal play, in your opinion stands out in this theme, please advise...

Thanks,
M

Upvote 0

Read Answer Asked by michael on October 04, 2023

• Bank of Nova Scotia (The) (BNS $76.66)
  • $76.66 P/E (TTM): 16.06X Cap: $95.19B
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• Brookfield Corporation Class A Limited Voting Shares (BN $91.47)
  • $91.47 P/E (TTM): 241.4X Cap: $153B
  • View BN Profile
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Q: Hi,

I think there are a few screaming buys out there. Would you list your top five?

BNS is at a silly price would you say? Back up the truck?

Upvote 0

Read Answer Asked by D on October 04, 2023

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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Q: So, after the market closed yesterday, PLC announced they were withdrawing any further involvement in the purchase of Carriage. I would have expected today to be a "down" day...due to the perception that PLC would not be "growing" as per their stated 5 year plan of growth by acquisition (my paraphrase).

However, today PLC is up 4%. Is it due to the market being relieved that PLC is better off not having to add debt to their balance sheet?

A bit confused...thanks...Steve

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Read Answer Asked by Stephen on October 03, 2023

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $4.98)
  • $4.98 Cap: $1.34B
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Q: CEO continues to sell. Does 5i see this as well?

Thx

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Read Answer Asked by blake on October 03, 2023

• Slate Grocery REIT (SGR.UN $14.15)
  • $14.15 P/E (TTM): 15.77X Cap: $863M
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Q: Peter has something happened to slate grocery reit?? Dropping like a rock. Does it have to much debt?? Thanks Ken

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Read Answer Asked by Ken on October 03, 2023

• WELL Health Technologies Corp. (WELL $4.80)
  • $4.80 Cap: $1.18B
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Q: please comment on well news today re acquisition, dilution effect and potential
valuation going forward.

Upvote 0

Read Answer Asked by howard on October 03, 2023

• goeasy Ltd. (GSY $200.13)
  • $200.13 P/E (TTM): 12.26X Cap: $3.06B
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Q: Hello not to scare some investors but can you explain what happened to conseco in 2002-2003 period and why goeasy is not in the same situation now with interest rates going up fast ? Thanks !

Upvote 1

Read Answer Asked by jean on October 03, 2023

• Kimbell Royalty Partners Representing Limited Partner Interests (KRP $14.49)
  • $14.49 P/E (TTM): 165.11X Cap: $1.58B
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• Black Stone Minerals L.P. representing limited partner interests (BSM $12.42)
  • $12.42 P/E (TTM): 13.85X Cap: $2.69B
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Q: Not sure where I heard about these companies, but I made note of them to ask advice on, as they intrigued me...

- Please let me know your thoughts ...

Thanks,
M

Upvote 0

Read Answer Asked by michael on October 03, 2023

• BCE Inc. (BCE $31.51)
  • $31.51 P/E (TTM): 77.26X Cap: $29.49B
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Q: As BCE is hitting 12 month lows and the dividend is approaching 8% what is the likelihood of the dividend being cut?

Thanks

Sheldon

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Read Answer Asked by Sheldon on October 03, 2023

• ECN Capital Corp. (ECN $3.16)
  • $3.16 P/E (TTM): 112.43X Cap: $875M
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Q: Hi there,

I read this morning that Steve Hudson founder of ECN recently purchased 500,000 shares. Would you read anything into this other than his belief in the business?

Thanks!

Upvote 0

Read Answer Asked by Robert on October 03, 2023

• Royal Bank of Canada (RY $182.11)
  • $182.11 P/E (TTM): 19.47X Cap: $256.22B
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• Toronto-Dominion Bank (The) (TD $100.78)
  • $100.78 P/E (TTM): 10.29X Cap: $174.03B
  • View TD Profile
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• Bank of Nova Scotia (The) (BNS $76.66)
  • $76.66 P/E (TTM): 16.06X Cap: $95.19B
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• Canadian Imperial Bank Of Commerce (CM $99.86)
  • $99.86 P/E (TTM): 12.42X Cap: $92.67B
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Q: I have a loss in CM which is matched by an equal gain in TD.
Was thinking to sell both and buying equal amounts of BNS and RY.
All are in a non registered account. Is the tax loss accepted?
Would you recommend any changes back after 30 days?

Upvote 0

Read Answer Asked by Peter on October 03, 2023

• Barrick Mining Corp Com (GOLD)
  • P/E (TTM): 15.74X Cap: $33.05B
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Q: Have not held a gold stock in over 30 years. Quite frankly never made sense to me. However, with the huge amount of debt floating arounds, and, especially in the USA, I am wondering if it might make sense to buy AEM as a hedge: pay a dividend and appear to increase on a regular basis.

Upvote 0

Read Answer Asked by James on October 03, 2023

Q: Good afternoon. I have the following tax loss selling question.

Let assume I sell 1000 shares of BCE on October 1. To avoid the superficial loss rule, I will wait 30 days to buy it back. Let’s assume this is November 1.

Then on October 15th, I sell another 1000 shares of BCE. As per the above, I will buy them back on November 15th.

The question I have is as follows - If I buy back the 1000 shares of BCE as planned on November 1st from the first tax loss sale, will this compromise my ability to claim a loss from the second sales of BCE shares on the 15th?

Upvote 0

Read Answer Asked by Trevor on October 03, 2023

• Bank of Nova Scotia (The) (BNS $76.66)
  • $76.66 P/E (TTM): 16.06X Cap: $95.19B
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• BCE Inc. (BCE $31.51)
  • $31.51 P/E (TTM): 77.26X Cap: $29.49B
  • View BCE Profile
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Q: Hello, I own both these stocks, down substantially, I am down 22% on BNS and 16% with BCE. All things remaining equal, would you be comfortable averaging down on the these stocks ?

Upvote 0

Read Answer Asked by Robbie on October 03, 2023