Investment Q&A

• 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 $5.43)
  • $5.43 Cap: $1.48B
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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 $14.45)
  • $14.45 P/E (TTM): 16.06X Cap: $841M
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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 $4.92)
  • $4.92 Cap: $1.22B
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Q: please comment on well news today re acquisition, dilution effect and potential
valuation going forward.

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Read Answer Asked by howard on October 03, 2023

• goeasy Ltd. (GSY $209.13)
  • $209.13 P/E (TTM): 12.24X Cap: $3.28B
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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 $13.96)
  • $13.96 Cap: $1.54B
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• Black Stone Minerals L.P. representing limited partner interests (BSM $12.35)
  • $12.35 P/E (TTM): 10.39X Cap: $2.56B
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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

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Read Answer Asked by michael on October 03, 2023

• BCE Inc. (BCE $35.24)
  • $35.24 P/E (TTM): 77.54X Cap: $33.30B
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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 $2.83)
  • $2.83 P/E (TTM): 99.82X Cap: $774M
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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 $190.65)
  • $190.65 P/E (TTM): 20.47X Cap: $266.98B
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• Toronto-Dominion Bank (The) (TD $102.88)
  • $102.88 P/E (TTM): 10.46X Cap: $176.46B
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• Bank of Nova Scotia (The) (BNS $79.70)
  • $79.70 P/E (TTM): 16.5X Cap: $98.03B
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• Canadian Imperial Bank Of Commerce (CM $101.22)
  • $101.22 P/E (TTM): 12.64X Cap: $94.91B
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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.

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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 $79.70)
  • $79.70 P/E (TTM): 16.5X Cap: $98.03B
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• BCE Inc. (BCE $35.24)
  • $35.24 P/E (TTM): 77.54X Cap: $33.30B
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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 ?

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Read Answer Asked by Robbie on October 03, 2023

• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: Big Surprise this AM with T/O proposal of NBLY. Or, was it? Pretty large premium so no competitive offers likely? Would appreciate your perspective.

Thank you kindly,

Geoffrey

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Read Answer Asked by Geoffrey on October 03, 2023

• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: Do you think NBLY represents a reasonable arbitrage opportunity?

Thank-you!

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Read Answer Asked by Stephen on October 03, 2023

• Element Fleet Management Corp. (EFN $36.63)
  • $36.63 P/E (TTM): 27.29X Cap: $14.64B
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Q: Hi - how will EFN do in a recession? Is it structured to do well (relatively speaking)?

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Read Answer Asked by Doug on October 03, 2023

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.37)
  • $42.37 P/E (TTM): 1011.3X Cap: $19.23B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.96)
  • $55.96 Cap: $7.16B
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Q: Any reason for the relentless sell down of the BIPC.UN/BIPC combo today (and of late as well)? Looks like some fund is either accumulating, or making a play for this Brookfield unit. You opinion?

Upvote 0

Read Answer Asked by Victor on October 03, 2023

Q: Is there a link to my previous questions

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Read Answer Asked by Leon on October 03, 2023

Q: Most stocks are brutally hurt will it be a good idea to sell and buy proxy now rather than waiting for December Tax loss season,. Your suggestion for some stocks?.

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Read Answer Asked by Nizar on October 03, 2023

• Zoetis Inc. Class A (ZTS $156.62)
  • $156.62 P/E (TTM): 28.14X Cap: $68.96B
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• Sun Communities Inc. (SUI $127.04)
  • $127.04 P/E (TTM): 12.23X Cap: $15.99B
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Q: I am looking to purchase the specialty property REIT SUI and animal pharmaceutical ZTS stocks when the seemingly irrational downward trends settle. Do either have potential debt issues to consider that might explain their current valuations?

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Read Answer Asked by John on October 03, 2023

• EQB Inc. (EQB $101.38)
  • $101.38 P/E (TTM): 10.28X Cap: $3.82B
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Q: May I have your opinion of EQB acquiring ACM Advisors

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Read Answer Asked by Edgar on October 03, 2023