Investment Q&A

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN
• Alimentation Couche-Tard Inc. (ATD $70.26)
  • $70.26 P/E (TTM): 18.87X Cap: $66.67B
  • View ATD Profile
  • View Questions on ATD
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $190.85)
  • $190.85 P/E (TTM): 80.63X Cap: $250.85B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Savaria Corporation (SIS $20.73)
  • $20.73 P/E (TTM): 27.32X Cap: $1.49B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• Boyd Group Services Inc. (BYD $220.98)
  • $220.98 P/E (TTM): 258.97X Cap: $4.72B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: I am missing the above in my balanced portfolio. Which two would you add first in the new year.
Thanks, Rod

Upvote 0

Read Answer Asked by Rod on December 09, 2022

• Evolve Innovation Index Fund (EDGE $42.70)
  • $42.70 P/E (TTM): 57.52X Cap: $38M
  • View EDGE Profile
  • View Questions on EDGE

Q: What do you think about EDGE at this time for a long term hold?

Upvote 0

Read Answer Asked by Chris on December 09, 2022

• W.W. Grainger Inc. (GWW $998.17)
  • $998.17 P/E (TTM): 24.82X Cap: $47.61B
  • View GWW Profile
  • View Questions on GWW

Q: What are you thoughts about Gww. I a surprised it is near its 12 week high

Upvote 0

Read Answer Asked by Leon on December 09, 2022

• Athabasca Oil Corporation (ATH $5.67)
  • $5.67 P/E (TTM): 6.56X Cap: $2.85B
  • View ATH Profile
  • View Questions on ATH

Q: what is your opinion on the 2023 budget and capital allocation , market does not seem to like it.
dave

Upvote 0

Read Answer Asked by david on December 09, 2022

Q: So, I understand how CDRs work, I think, but what happens to the dividend income on the shares involved. As a CDR investor do you share in this income?

Upvote 0

Read Answer Asked by Leonard on December 09, 2022

• Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
  • $44.24 P/E (TTM): 147.69X Cap: $1.82B
  • View MAGT Profile
  • View Questions on MAGT

Q: Good morning,

Can you tell me your opinion on MAGT. I double my money right now , should I take profit or let it run.

Thank you

Martin

Upvote 0

Read Answer Asked by Martin on December 09, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.92)
  • $15.92 Cap: $2.30B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: Your opinion on LSPD please. Is it buyable now? thank you. Fooklin

Upvote 0

Read Answer Asked by Fooklin on December 09, 2022

• Sanmina Corporation (SANM $109.52)
  • $109.52 P/E (TTM): 25.14X Cap: $6.41B
  • View SANM Profile
  • View Questions on SANM

Q: Other issues aside, any thoughts on this company and its prospects? Buy/sell/hold?

Upvote 0

Read Answer Asked by Doug on December 09, 2022

• H&R Real Estate Investment Trust (HR.UN $11.88)
  • $11.88 Cap: $3.27B
  • View HR.UN Profile
  • View Questions on HR.UN
  • View Reports on HR.UN
• Primaris Real Estate Investment Trust (PMZ.UN $15.10)
  • $15.10 Cap: $1.83B
  • View PMZ.UN Profile
  • View Questions on PMZ.UN

Q: I have both HR.un and PMZ.un because of spin off. I want to sell one or both for a Tax Loss. Is either one have potentail over next few years?

Upvote 0

Read Answer Asked by Kathy on December 09, 2022

Q: I am looking for a stock screener that will give me a list of Preferred Stock that will reset in the next 6 months. Any idea where I may find one?

Upvote 0

Read Answer Asked by Larry M. on December 09, 2022

• Trulieve Cannabis Corp (TRUL $10.17)
  • $10.17 Cap: $1.88B
  • View TRUL Profile
  • View Questions on TRUL

Q: TRUL price has dropped quite a bit over the last few sessions. Anything other than year end tax loss selling going on? I'm holding a small position in anticipation of a recovery in a few years.

Thanks.

Upvote 0

Read Answer Asked by Robert on December 09, 2022

• Enbridge Inc. (ENB $66.70)
  • $66.70 P/E (TTM): 22.65X Cap: $142.68B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Brookfield Renewable Partners L.P. (BEP.UN $34.33)
  • $34.33 Cap: $22.72B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: which do you prefer at current prices for stability and some capital growth within a rrsp.

Upvote 0

Read Answer Asked by Nigel on December 09, 2022

• goeasy Ltd. (GSY $202.57)
  • $202.57 P/E (TTM): 12.41X Cap: $3.29B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: your opinion on GSY please. Is it buyable now? Thank you. Fooklin

Upvote 0

Read Answer Asked by Fooklin on December 09, 2022

• Verde Agritech Ltd. Ordinary Shares (NPK $0.44)
  • $0.44 Cap: $23M
  • View NPK Profile
  • View Questions on NPK

Q: Do you feel Verdes current share price is a relatively safe location to accumulate more shares? The horizon for holding would be 1-2 years with periodic assessments.

Upvote 0

Read Answer Asked by Frederick on December 09, 2022

• Brookfield Asset Management Reinsurance Partners Ltd. Class A Exchangeable Limited Voting Shares (BAMR)
  • P/E (TTM): 3.7X Cap: $2.09B
  • View BAMR Profile
  • View Questions on BAMR

Q: What is your view on BAMR. It has not well since I bought it. Any decent prospects?

Upvote 0

Read Answer Asked by Margot on December 09, 2022

• McDonald's Corporation (MCD $313.56)
  • $313.56 P/E (TTM): 27.25X Cap: $221.88B
  • View MCD Profile
  • View Questions on MCD
• Yum! Brands Inc. (YUM $149.45)
  • $149.45 P/E (TTM): 29.75X Cap: $42.18B
  • View YUM Profile
  • View Questions on YUM
• Restaurant Brands International Inc. (QSR $88.60)
  • $88.60 P/E (TTM): 24.85X Cap: $41.97B
  • View QSR Profile
  • View Questions on QSR
• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN
• Domino's Pizza Inc (DPZ $443.76)
  • $443.76 P/E (TTM): 25.83X Cap: $15.29B
  • View DPZ Profile
  • View Questions on DPZ

Q: I've read recently that digitalization has transformed MCD, and vastly improved margins in the process. I've also been reading how in general, robotics and automation is starting to get a toe-hold in some fast food restaurants.

This is asking a bit about looking into your crystal ball but do you see some similar positive transformation in either QSR and / or AW.UN in the future ?

I've also noticed that in recent responses to questions that you see value in these two names. I think QSR's P/E is about 21 which seems a bit on the high side. Is it ?

How well do companies like this do in a recession? One would think people would not have the extra cash to go eat at restaurants in that environment.

Upvote 1

Read Answer Asked by James on December 09, 2022

• Vertex Resource Group Ltd. (VTX $0.22)
  • $0.22 Cap: $29M
  • View VTX Profile
  • View Questions on VTX

Q: An opinion please.

Upvote 0

Read Answer Asked by Bill on December 09, 2022

• Newmont Corporation (NEM $68.83)
  • $68.83 P/E (TTM): 12.41X Cap: $74.01B
  • View NEM Profile
  • View Questions on NEM
• Agnico Eagle Mines Limited (AEM $186.02)
  • $186.02 P/E (TTM): 41.19X Cap: $90.79B
  • View AEM Profile
  • View Questions on AEM
• SilverCrest Metals Inc. (SIL $14.63)
  • $14.63 P/E (TTM): 17.82X Cap: $2.18B
  • View SIL Profile
  • View Questions on SIL
• Sprott Physical Gold Trust (PHYS $35.62)
  • $35.62 P/E (TTM): 24.9X Cap: $14.22B
  • View PHYS Profile
  • View Questions on PHYS

Q: Hello,
I am down in phys, aem, and sil but down the most in phys. can you recommend a proxy for tax loss harvesting to replace all 3 or should I sell phys and sil and replace with aem?
thanks

Upvote 0

Read Answer Asked by Mary on December 09, 2022

• Enghouse Systems Limited (ENGH $22.30)
  • $22.30 P/E (TTM): 15.74X Cap: $1.22B
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH

Q: What does the market expect next week for their quarter?

Thx

Upvote 0

Read Answer Asked by blake on December 09, 2022

• Dye & Durham Limited (DND $10.22)
  • $10.22 Cap: $679M
  • View DND Profile
  • View Questions on DND
  • View Reports on DND

Q: your opinion on DND please. is it buyable now? Thank you, Fooklin

Upvote 0

Read Answer Asked by Fooklin on December 09, 2022