Investment Q&A

• Adobe Inc. (ADBE $251.86)
  • $251.86 P/E (TTM): 14.93X Cap: $102.34B
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• Microsoft Corporation (MSFT $399.95)
  • $399.95 P/E (TTM): 24.74X Cap: $2.93T
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• Church & Dwight Company Inc. (CHD $98.22)
  • $98.22 P/E (TTM): 32.37X Cap: $23.13B
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• Dollar General Corporation (DG $134.85)
  • $134.85 P/E (TTM): 22.77X Cap: $29.02B
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• PepsiCo Inc. (PEP $157.72)
  • $157.72 P/E (TTM): 26.65X Cap: $218.49B
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• Philip Morris International Inc (PM $174.78)
  • $174.78 P/E (TTM): 24.06X Cap: $271.88B
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• UnitedHealth Group Incorporated (DE) (UNH $285.49)
  • $285.49 P/E (TTM): 21.32X Cap: $256.04B
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• Walmart Inc. (WMT $125.99)
  • $125.99 Cap: $1T
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• Enbridge Inc. (ENB $74.64)
  • $74.64 P/E (TTM): 28.41X Cap: $162.10B
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• Constellation Software Inc. (CSU $2,562.50)
  • $2,562.50 P/E (TTM): 76.65X Cap: $53.48B
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• Dollarama Inc. (DOL $198.34)
  • $198.34 P/E (TTM): 41.35X Cap: $53.31B
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• Restaurant Brands International Inc. (QSR $102.03)
  • $102.03 P/E (TTM): 31.05X Cap: $45.72B
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• Brookfield Renewable Partners L.P. (BEP.UN $41.95)
  • $41.95 Cap: $28.20B
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• Descartes Systems Group Inc. (The) (DSG $98.71)
  • $98.71 P/E (TTM): 43.29X Cap: $8.56B
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• TMX Group Limited (X $49.00)
  • $49.00 P/E (TTM): 32.94X Cap: $13.65B
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• Alimentation Couche-Tard Inc. (ATD $84.25)
  • $84.25 P/E (TTM): 22.09X Cap: $76.48B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.21)
  • $173.21 P/E (TTM): 133.46X Cap: $220.17B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
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• Five Below Inc. (FIVE $211.67)
  • $211.67 P/E (TTM): 37.7X Cap: $11.60B
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• Domino's Pizza Inc (DPZ $392.27)
  • $392.27 P/E (TTM): 22.79X Cap: $13.50B
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Q: I did reorganise my portfolios in 2022 for a majority of diversified dividend ETFs and a minority of selected excellent dividend stocks.This strategy was satisfactory ,and I shall not sell this content in 2023.My strategy in 2023 will consider the possibility of a bear market,I shall only " add-on" some stocks on weakness .Could you list 10 canadian+10 us stocks ( not ETFs), among the safest in a bear market in your opinion,including 7 dividend stocks+3 growth stocks for each list,and rank them for safety if possible,many thanks,JY

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Read Answer Asked by Jean-Yves on May 09, 2023

• Linamar Corporation (LNR $86.90)
  • $86.90 P/E (TTM): 21.25X Cap: $5.17B
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• Martinrea International Inc. (MRE $9.50)
  • $9.50 Cap: $687M
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Q: I see from recent questions that you seem to prefer LNR over MRE, just looking for updated opinions on both.

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Read Answer Asked by Jim on May 09, 2023

• Axon Enterprise Inc. (AXON $489.64)
  • $489.64 P/E (TTM): 328.6X Cap: $39.89B
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• Celsius Holdings Inc. (CELH $43.61)
  • $43.61 P/E (TTM): 178.28X Cap: $11.45B
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• eXp World Holdings Inc. (EXPI $5.92)
  • $5.92 Cap: $926M
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• Lantheus Holdings Inc. (LNTH $78.50)
  • $78.50 P/E (TTM): 23.45X Cap: $5.16B
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Q: What are your current thoughts on EXPI and its recent earnings report? Do you see it as a strong recovery potential and would you add to a position that is down 66% with a current weight of 0.5%? Or do you think it is time to move on to other names that you have higher conviction in (please suggest some other US names)?

Upvote 1

Read Answer Asked by Justin on May 09, 2023

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.36)
  • $86.36 P/E (TTM): 19.22X Cap: $15.17B
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• Winpak Ltd. (WPK $45.00)
  • $45.00 P/E (TTM): 14.75X Cap: $2.64B
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• Richards Packaging Income Fund (RPI.UN)
  • P/E (TTM): 16.45X Cap: $347M
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Q: Could you please comment on Richards Packaging earnings. Do the results and the management commentary provide any indication, if the challenges faced with Revenue ( Healthcare mostly) are nearing an end ? Or, is it time to move on and find better income/growth opportunities ? Thanks

Upvote 1

Read Answer Asked by rajeev on May 09, 2023

• Champion Iron Limited Ordinary Shares (CIA $4.62)
  • $4.62 P/E (TTM): 12.93X Cap: $2.44B
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• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.16X
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Q: I don't know if my question went in or not but is CIA a company would be worth while buying.
Could you give me your views on this company.

Upvote 0

Read Answer Asked by James on May 09, 2023

• Loblaw Companies Limited (L $64.38)
  • $64.38 P/E (TTM): 12.08X Cap: $74.41B
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Q: Could you please comment on Earnings for $L

Upvote 0

Read Answer Asked by Valter on May 09, 2023

• Amazon.com Inc. (AMZN $211.74)
  • $211.74 P/E (TTM): 28.96X Cap: $2.22T
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• Alphabet Inc. (GOOG $304.42)
  • $304.42 P/E (TTM): 27.89X Cap: $3.65T
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• Microsoft Corporation (MSFT $399.95)
  • $399.95 P/E (TTM): 24.74X Cap: $2.93T
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• International Business Machines Corporation (IBM $249.25)
  • $249.25 P/E (TTM): 22.09X Cap: $231.01B
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• Oracle Corporation (ORCL $155.97)
  • $155.97 P/E (TTM): 29.16X Cap: $446.10B
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Q: Can I have your comments on IBM as both a source of dependable income and moderate growth.

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Read Answer Asked by Larry on May 09, 2023

• Anaergia Inc. (ANRG $2.31)
  • $2.31 Cap: $384M
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Q: Following up on the last question for ANRG, If you were holding shares at this time would you consider staying put, to see what the company does or is it a sell at this time?

Upvote 0

Read Answer Asked by Harry on May 09, 2023

• Pason Systems Inc. (PSI $12.78)
  • $12.78 P/E (TTM): 18.72X Cap: $975M
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• High Arctic Energy Services Inc. (HWO $0.91)
  • $0.91 Cap: $11M
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• Cathedral Energy Services Ltd. (CET)
  • P/E (TTM): 11.18X
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Q: Hi, I would appreciate if you can provide your thoughts/analysis of HWO with long term outlook. Stock has lost significant value since beginning of this year.
Thanks,

Upvote 0

Read Answer Asked by Harpinder on May 09, 2023

• Faraday Copper Ltd Com (FDY)
  • P/E (TTM): -6.4X Cap: $57M
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Q: What are your thoughts on Faraday Copper (FDY)?

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Read Answer Asked by Brian on May 09, 2023

• Alimentation Couche-Tard Inc. (ATD $84.25)
  • $84.25 P/E (TTM): 22.09X Cap: $76.48B
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• Boyd Group Services Inc. (BYD $215.88)
  • $215.88 P/E (TTM): 209.68X Cap: $5.87B
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Q: With which of the above would I expect best asset appreciation?
Thanks. Peter

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Read Answer Asked by Peter on May 09, 2023

• Brookfield Infrastructure Partners L.P. (BIP.UN $51.88)
  • $51.88 P/E (TTM): 102.86X Cap: $23.87B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $63.26)
  • $63.26 Cap: $8.49B
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Q: What are your analysis of the results published yesterday? The market seams to have liked them (+3.56%) but I fail to see what is the big hoopla on what appears to me simply ok results.

Upvote 0

Read Answer Asked by André on May 09, 2023

• WSP Global Inc. (WSP $225.38)
  • $225.38 P/E (TTM): 29.81X Cap: $29.93B
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• Stantec Inc. (STN $122.32)
  • $122.32 P/E (TTM): 28.5X Cap: $13.81B
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Q: does the STN decent report this quarter give you some comfort on WSP result to be released tonight? Or are they very different "animals"?

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Read Answer Asked by Doug on May 09, 2023

• WELL Health Technologies Corp. (WELL $4.17)
  • $4.17 Cap: $1.03B
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Q: WELL is down past couple of days. It's had a good run lately. Earnings I believe are coming this week. Anything to be concerned about? What do you expect?

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Read Answer Asked on May 09, 2023

• Johnson & Johnson (JNJ $243.19)
  • $243.19 P/E (TTM): 21.9X Cap: $581.72B
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• Kenvue Inc. (KVUE $17.71)
  • $17.71 P/E (TTM): 22.71X Cap: $33.52B
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Q: How do current shareholders of JNJ benefit from the spinoff of Kenvue? Thank you for clarifying.

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Read Answer Asked by Stella on May 09, 2023

• Freshworks Inc. (FRSH $8.16)
  • $8.16 Cap: $2.31B
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Q: What so you think of the the most recent Q of financial results for Freshworks. I see that it announced a non-GAAP profit. Can you help me see if there is an opportunity for further growth and real profits going forward.

Thanks for all you do
John

Upvote 1

Read Answer Asked by John on May 09, 2023

• Bank of Nova Scotia (The) (BNS $95.75)
  • $95.75 P/E (TTM): 23.19X Cap: $116.32B
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Q: Does one of the 5 major Canadian banks have no US bank holding exposure and if not which has the least amount? Thank you.

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Read Answer Asked by Ken on May 09, 2023

• Trilogy Metals Inc. (TMQ $5.37)
  • $5.37 Cap: $964M
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Q: Has any progress been made in resolving the issue regarding approvals for the access road to the Ambler Project and are things looking any more positive for the Company?
Is it worth putting a few dollars down on a speculative position?
Thanks, Rick

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Read Answer Asked by Richard on May 09, 2023

• Inspire Medical Systems Inc. (INSP $58.87)
  • $58.87 P/E (TTM): 11.91X Cap: $1.68B
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Q: Hi, Could I get your updated take on this company? They focus on sleep apnea, which seems to be a growing medical problem. The last question about it was in 2019. Thank you, Doris

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Read Answer Asked by Doris on May 09, 2023

• BMO Long Corporate Bond Index ETF (ZLC $15.02)
  • $15.02 Cap: $450M
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Q: Peter; I’m thinking of buying ZLC to hold until late 2023 to fund my RRIF withdrawal in January 2024. Hoping for a little capital appreciation plus some income. I’m assuming rates start to decline thru the year. Your comments would be appreciated.Thanks.
Rod

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Read Answer Asked by Rodney on May 09, 2023