Investment Q&A

Q: In your answer to "K", you mention the following......

"....The thesis is that certain names are being unfairly punished, and while guidance and earnings may be coming in lower than expected, multiples are contracting and companies with a current price to sales of 0.5X can trade closer to 3X to 5X in a deflationary, falling interest rate environment. "

Do you actually mean deflationary, or should it be disinflationary ? Not trying to nit-pick, but there is a difference. If we were experiencing deflation I was thinking companies would trade at much lower P/S valuations since the market would likely be in a sell-off (?). Maybe I misunderstood the response.

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Read Answer Asked by James on November 11, 2022

• Costco Wholesale Corporation (COST $943.63)
  • $943.63 P/E (TTM): 55.64X Cap: $423.68B
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• Loblaw Companies Limited (L $226.87)
  • $226.87 P/E (TTM): 27.63X Cap: $67.45B
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• Alimentation Couche-Tard Inc. (ATD $71.03)
  • $71.03 P/E (TTM): 18.84X Cap: $66.53B
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• Premium Brands Holdings Corporation (PBH $86.10)
  • $86.10 P/E (TTM): 33.0X Cap: $3.91B
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Q: Please provide some recommendations for quality, dividend paying stocks in the consumer staples sector that are a good buy right now.

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Read Answer Asked by Ray on November 11, 2022

• Peyto Exploration & Development Corp. (PEY $19.18)
  • $19.18 P/E (TTM): 12.97X Cap: $3.82B
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• Paramount Resources Ltd. Class A Common Shares (POU $20.66)
  • $20.66 P/E (TTM): 1.96X Cap: $2.96B
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Q: I have both Tou and Cnq already, which one of these junior gas producers look most attractive, Pey for its 10% dividend or Pou’s growth prospects?

Thnx 5i
Dave

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Read Answer Asked by David on November 11, 2022

• Celsius Holdings Inc. (CELH $42.74)
  • $42.74 P/E (TTM): 135.52X Cap: $11.64B
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• Sprout Social Inc (SPT $16.23)
  • $16.23 Cap: $973M
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Q: Good Morning,

Can you please comment on most recent earnings and give your opinion on buy, hold or sell?

Thanks,

Brad

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Read Answer Asked by Bradley on November 11, 2022

• Vanguard Global Momentum Factor ETF (VMO $70.99)
  • $70.99 P/E (TTM): 44.16X Cap: $240M
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Q: Hi Guys
Is VMO to illiquid to own? . I see it traded mere 100 shares today, reflecting no percentage gain. would not the average weighted gain of all the holdings today be up at least 3%
Total net assets of 63.8 million and only 1.5 million shares outstanding.
Is it correct to say the NAV is calculated by adding up the per share dollar value of each underlying holding ( in this case 871 holdings) then dividing by the 1.5 million shares outstanding. In this case Scotiabank shows a NAV of $43.20 which happens to be equal to the price the 100 shares traded at today for a Zero percentage gain
I thought the NAV would have been much higher considering todays gains in much of the holdings?
Thanks Gord

Upvote 1

Read Answer Asked by Gordon on November 11, 2022

• goeasy Ltd. (GSY $186.48)
  • $186.48 P/E (TTM): 11.92X Cap: $2.98B
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Q: Kindly comment on the gsy 2022 Q3 results released tonight, the forward guidance, and the $200 million new financing just announced. Thanks.

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Read Answer Asked by Victor on November 11, 2022

• Parkland Corporation (PKI $39.14)
  • $39.14 P/E (TTM): 34.62X Cap: $6.70B
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• Superior Plus Corp. (SPB $6.89)
  • $6.89 P/E (TTM): 74.08X Cap: $1.60B
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• Suburban Propane Partners L.P. (SPH $18.31)
  • $18.31 P/E (TTM): 13.1X Cap: $1.22B
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Q: Hi. I was considering selling Superior Plus for a tax-loss. Do you have a suggestion for its replacement? I likely will not re-purchase SPB. Thanks,

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Read Answer Asked by John on November 10, 2022

• Costco Wholesale Corporation (COST $943.63)
  • $943.63 P/E (TTM): 55.64X Cap: $423.68B
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• BlackRock Inc. (BLK $1,109.64)
  • $1,109.64 P/E (TTM): 26.52X Cap: $172.90B
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• Citigroup Inc. (C $91.52)
  • $91.52 P/E (TTM): 14.53X Cap: $171.98B
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• JPMorgan Chase & Co. (JPM $291.37)
  • $291.37 P/E (TTM): 14.2X Cap: $817.77B
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• Target Corporation (TGT $102.43)
  • $102.43 P/E (TTM): 10.95X Cap: $45.34B
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• Thermo Fisher Scientific Inc (TMO $466.42)
  • $466.42 P/E (TTM): 27.16X Cap: $176.18B
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• UnitedHealth Group Incorporated (DE) (UNH $251.00)
  • $251.00 P/E (TTM): 9.95X Cap: $218.60B
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• Walmart Inc. (WMT $99.31)
  • $99.31 P/E (TTM): 42.09X Cap: $794.76B
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• Constellation Software Inc. (CSU $4,790.56)
  • $4,790.56 P/E (TTM): 98.53X Cap: $99.98B
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• Blackstone Inc. (BX $167.68)
  • $167.68 P/E (TTM): 51.48X Cap: $124.40B
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Q: could you suggest a few canadian and us equities you would recommend today for a balanced approach, and a brief supporting comment...thank you

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Read Answer Asked by Steven on November 10, 2022

• Dye & Durham Limited (DND $11.04)
  • $11.04 Cap: $726M
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Q: So I felt this stock had a fairly bright future. So is this stock a tax sell off problem. What do you fell, is it a sell, hold or buy. AND would you please elaborate on this issue.

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Read Answer Asked by Earl on November 10, 2022

• Bonterra Energy Corp. (BNE $3.49)
  • $3.49 P/E (TTM): 72.6X Cap: $135M
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Q: Can you comment on their latest earnings, and why the selloff? Thanks.

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Read Answer Asked by Donald on November 10, 2022

• WELL Health Technologies Corp. (WELL $4.72)
  • $4.72 Cap: $1.15B
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Q: I would like your opinion concerning WELL's latest report.

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Read Answer Asked by Bryan on November 10, 2022

• Royal Bank of Canada (RY $180.06)
  • $180.06 P/E (TTM): 19.19X Cap: $250.16B
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• Toronto-Dominion Bank (The) (TD $100.53)
  • $100.53 P/E (TTM): 10.24X Cap: $172.40B
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• Bank of Nova Scotia (The) (BNS $76.63)
  • $76.63 P/E (TTM): 16.04X Cap: $95.32B
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• Bank of Montreal (BMO $154.22)
  • $154.22 P/E (TTM): 13.56X Cap: $110.41B
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• Sun Life Financial Inc. (SLF $83.71)
  • $83.71 P/E (TTM): 15.23X Cap: $47.36B
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• Brookfield Renewable Partners L.P. (BEP.UN $35.79)
  • $35.79 Cap: $23.46B
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Q: What would be your top picks for Canadian large cap dividend paying stocks that are currently trading at a good entry point?

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Read Answer Asked by Tara on November 10, 2022

• Copper Mountain Mining Corporation (CMMC $2.49)
  • $2.49 Cap: $441M
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Q: Copper Mountain just released Q3 results this morning. It is the only small cap copper play (very small position) in my portfolio. What do you think of the results and guidance, and would you add here?

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Read Answer Asked by Ed on November 10, 2022

• Pan American Silver Corp. (PAAS $40.14)
  • $40.14 P/E (TTM): 31.28X Cap: $13.58B
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Q: Hello! What are your thoughts about opening a position in PAAS, considering global trends for silver, the current joint bid with AEM for Yamana, and its current share price. Is now an interesting time to buy, or should one wait or alternately consider a silver miners ETF like SLVP?

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Read Answer Asked by Aaron on November 10, 2022

• DRI Healthcare Trust (DHT.UN $14.78)
  • $14.78 P/E (TTM): 515.44X Cap: $795M
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Q: You indicated back in 2021 that you would prefer this over DHT.U. Does this still stand as your preference and what do you think of DHT.UN as an income play (overall safety over the next 3-5 years) ?

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Read Answer Asked by Randy on November 10, 2022

• Harvest Global REIT Leaders Income ETF (HGR $5.71)
  • $5.71 P/E (TTM): 73.19X Cap: $62M
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Q: Your thoughts on this for income and overall safety over the next 3-5 years. Is the 8% + dividend sustainable ?

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Read Answer Asked by Randy on November 10, 2022

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Hello 5I, Nvei is getting beaten bad today. I assume from crypto connection? Over the past months you have rated it quite high. Do you still have the same conviction?

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Read Answer Asked by Tyler on November 10, 2022

• Parex Resources Inc. (PXT $16.32)
  • $16.32 P/E (TTM): 14.38X Cap: $1.55B
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Q: PXT last reported its earnings the week before. Kindly comment on its results and forward guidance. As well, are there any reason for the weakness in share price lately, especially yesterday which slid down by 5%, right from the opening bell. I'm looking for tax losses for 2022 and PXT seems to have jumped to the forefront at this point. Thanks.

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Read Answer Asked by Victor on November 10, 2022

• Data Communications Management Corp. (DCM $1.51)
  • $1.51 P/E (TTM): 12.58X Cap: $83M
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Q: What's prompting the recent rise in DCM? Is it just following the market uptrend or is there a specific reason for the price increase? Thank you.

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Read Answer Asked by Chris on November 10, 2022

• Killam Apartment Real Estate Investment Trust (KMP.UN $18.23)
  • $18.23 P/E (TTM): 3.47X Cap: $2.17B
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Q: Your comments please on Killam Apartment REIT 1/4ly results.

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Read Answer Asked by Madeline on November 10, 2022