Investment Q&A

• Bank of Nova Scotia (The) (BNS $89.06)
  • $89.06 P/E (TTM): 17.23X Cap: $111.24B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Brookfield Corporation Class A Limited Voting Shares (BN $100.51)
  • $100.51 P/E (TTM): 166.45X Cap: $148.12B
  • View BN Profile
  • View Questions on BN

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
  • View PLC Profile
  • View Questions on PLC
  • View Reports on PLC

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

Upvote 0

Read Answer Asked by Stephen on October 03, 2023

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.16)
  • $6.16 Cap: $1.69B
  • View TIXT Profile
  • View Questions on TIXT
  • View Reports on TIXT

Q: CEO continues to sell. Does 5i see this as well?

Thx

Upvote 0

Read Answer Asked by blake on October 03, 2023

• Slate Grocery REIT (SGR.UN $14.72)
  • $14.72 P/E (TTM): 16.71X Cap: $875M
  • View SGR.UN Profile
  • View Questions on SGR.UN

Q: Peter has something happened to slate grocery reit?? Dropping like a rock. Does it have to much debt?? Thanks Ken

Upvote 0

Read Answer Asked by Ken on October 03, 2023

• WELL Health Technologies Corp. (WELL $5.18)
  • $5.18 Cap: $1.31B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

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 $184.33)
  • $184.33 P/E (TTM): 12.29X Cap: $3.28B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

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 $13.55)
  • $13.55 Cap: $1.44B
  • View KRP Profile
  • View Questions on KRP
• Black Stone Minerals L.P. representing limited partner interests (BSM $12.92)
  • $12.92 P/E (TTM): 11.16X Cap: $2.74B
  • View BSM Profile
  • View Questions on BSM

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 $31.91)
  • $31.91 P/E (TTM): 69.57X Cap: $29.75B
  • View BCE Profile
  • View Questions on BCE

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

Upvote 0

Read Answer Asked by Sheldon on October 03, 2023

• ECN Capital Corp. (ECN $3.04)
  • $3.04 Cap: $875M
  • View ECN Profile
  • View Questions on ECN

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 $205.50)
  • $205.50 P/E (TTM): 20.5X Cap: $285.40B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $109.56)
  • $109.56 P/E (TTM): 9.15X Cap: $185.04B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $89.06)
  • $89.06 P/E (TTM): 17.23X Cap: $111.24B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Canadian Imperial Bank Of Commerce (CM $112.39)
  • $112.39 P/E (TTM): 17.86X Cap: $104.59B
  • View CM Profile
  • View Questions on CM

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
  • View GOLD Profile
  • View Questions on GOLD

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 $89.06)
  • $89.06 P/E (TTM): 17.23X Cap: $111.24B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• BCE Inc. (BCE $31.91)
  • $31.91 P/E (TTM): 69.57X Cap: $29.75B
  • View BCE Profile
  • View Questions on BCE

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

• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
  • View NBLY Profile
  • View Questions on NBLY

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

Upvote 0

Read Answer Asked by Geoffrey on October 03, 2023

• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
  • View NBLY Profile
  • View Questions on NBLY

Q: Do you think NBLY represents a reasonable arbitrage opportunity?

Thank-you!

Upvote 0

Read Answer Asked by Stephen on October 03, 2023

• Element Fleet Management Corp. (EFN $37.48)
  • $37.48 P/E (TTM): 28.03X Cap: $15.04B
  • View EFN Profile
  • View Questions on EFN
  • View Reports on EFN

Q: Hi - how will EFN do in a recession? Is it structured to do well (relatively speaking)?

Upvote 0

Read Answer Asked by Doug on October 03, 2023

• Brookfield Infrastructure Partners L.P. (BIP.UN $43.13)
  • $43.13 P/E (TTM): 1027.59X Cap: $19.66B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.23)
  • $55.23 Cap: $7.43B
  • View BIPC Profile
  • View Questions on BIPC

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

Upvote 0

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?.

Upvote 0

Read Answer Asked by Nizar on October 03, 2023

• Zoetis Inc. Class A (ZTS $144.65)
  • $144.65 P/E (TTM): 25.11X Cap: $64.65B
  • View ZTS Profile
  • View Questions on ZTS
• Sun Communities Inc. (SUI $128.68)
  • $128.68 P/E (TTM): 12.33X Cap: $16.03B
  • View SUI Profile
  • View Questions on SUI

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?

Upvote 0

Read Answer Asked by John on October 03, 2023