Investment Q&A

• Granite Real Estate Investment Trust (GRT.UN)
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• Killam Apartment Real Estate Investment Trust (KMP.UN)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: I currently own both GRT.UN and KMP.UN. Would you be comfortable keeping both or would you recommend switching one or both for DIR.UN?
You guys are the best! Thanks

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Read Answer Asked by ralph on March 30, 2023

• CrowdStrike Holdings Inc. (CRWD)
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Q: Would you recommend purchasing Crowdstrike Holdings (cyber security) at current levels ($129.00/$132.00) as a 3 to 5 year hold? if no, any better recommendations in this field?
Many thanks

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Read Answer Asked by ralph on March 30, 2023

• goeasy Ltd. (GSY)
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Q: I an down about 25% on gsy. Would you suggest to hold, sell or buy more on this down turn? And do you think that the company may reduce their dividends as well? Would appreciate your advise here. Thank you

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Read Answer Asked by wilson on March 30, 2023

• Citigroup Inc. (C)
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• Deutsche Bank AG (DB)
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Q: Do you think Citi's high dividend is sustainable? How do you think this bank in long term? Is it good time to initiate a position right now? Thanks.

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Read Answer Asked by David on March 30, 2023

• Triple Flag Precious Metals Corp. (TFPM)
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Q: Why is this going up so much, is it a good hold and why? Thx. James

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Read Answer Asked by JAMES on March 30, 2023

• Lumine Group Inc. (LMN)
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Q: Hi Peter,

Hi Peter, I wanted to get your thoughts on Lumine Group. Would you initiate a position at this level (mid $15 range). Just wondering your thoughts after it has traded just under a week.

Thanks for all your great work.
Frank

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Read Answer Asked by Frank on March 30, 2023

• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B)
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Q: What is your view of this company? Is it worth buying a small position?

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Read Answer Asked by Rachel on March 30, 2023

• goeasy Ltd. (GSY)
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Q: Goeasy has always traded at a reduced multiple due to the risk of the government lowering the maximum legal interest rate. Now that has happened, do you see a multiple expansion opportunity once GSY has proven they can still grow the business? Also, do you still see it as a dividend growth story?

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Read Answer Asked by Robert on March 30, 2023

• Constellation Software Inc. (CSU)
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Q: Your thoughts please on the quarter?

Thx

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Read Answer Asked by blake on March 30, 2023

• Bank of America Corporation (BAC)
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• JPMorgan Chase & Co. (JPM)
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• Morgan Stanley (MS)
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• Truist Financial Corporation (TFC)
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Q: Hi Guys
TFC Can you comment on the balance sheet strength on this bank.
Would it be a good choice ?
Thanks Gord

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Read Answer Asked by Gordon on March 30, 2023

• goeasy Ltd. (GSY)
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Q: Hello,

Has management responded to your inquiry about Canada drives? Can you please shed some light on where you sit with go easy at these levels .

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Read Answer Asked by James on March 29, 2023

• goeasy Ltd. (GSY)
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Q: I'm still up 12% even after this second day of dropping. GSY is in the growth section of my portfolio. Is it still worth holding? Do you think there is a rebound here? I was wondering about a switch to something with a little more umph, I have a few of the big banks, or I'd look at ZWB. Can you suggest something? Thanks.

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Read Answer Asked by Kim on March 29, 2023

• FLYHT Aerospace Solutions Ltd. (FLY)
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Q: About 3 weeks ago, they received a STC certification for Boeing 737. Is this going to be a game changer for their bottom line ???
Also, there was talk sometime ago, that the Chinese Air Lines were going to be required to have similar requirements. Did anything materialize from that.
Is FLY now profitable or still bleeding and what are the next 2 years projections.

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Read Answer Asked by Earl on March 29, 2023

Q: Some of the metrics for Caledonia Mining (CMCL) seem favourable. I’d appreciate your opinion of this company, including its dividend. Thanks.

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Read Answer Asked by Brian on March 29, 2023

• TC Energy Corporation (TRP)
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Q: I have held TRP for a long time recommended by all analysts who cover it. I do understand that pipelines are rarely to be added in the future and TRP is a huge owner operator in N.A. They also manage to increase dividend (now @7%) every year. It's payout is in excess of 500%. Can you explain how TRP is so overrated with such a poor payout ratio?

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Read Answer Asked by Ritwik on March 29, 2023

• ONEX Corporation Subordinate Voting Shares (ONEX)
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Q: Can you give me an in depth analysis if all the news coming out of Onex. The pros and cons and long term outlook, management, insider ownership and portfolio holdings. Thank you.

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Read Answer Asked by James on March 29, 2023

• Amazon.com Inc. (AMZN)
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• The Cigna Group (CI)
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• Humana Inc. (HUM)
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• JPMorgan Chase & Co. (JPM)
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• UnitedHealth Group Incorporated (DE) (UNH)
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• Berkshire Hathaway Inc. (BRK.B)
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• Elevance Health Inc. (ELV)
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Q: I have been watching UNH since the Bush years when it was going through rapid mergers and Buffett was buying it up. It wasn’t going up during the Obama presidency at least early on as investors were looking at the impact of public insurance.
Could you please comment on its significant success since and the business model of American health insurers now and in the future?

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Read Answer Asked by Peter on March 29, 2023

• Nouveau Monde Graphite Inc. (NMG)
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Q: Looking to get your thoughts on NMG or if there is something you would prefer in the graphite space to capture the global growth in electric vehicles.

Thanks!

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Read Answer Asked by Adam on March 29, 2023

• SandRidge Energy Inc. (SD)
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Q: What is your opinion on Sandridge. Does it seems like a good value and safety play.
Thank you.

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Read Answer Asked by francois on March 29, 2023

• Pharmala Biotech Holdings Inc. (MDMA)
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Q: For a little guy this company looks very strong to me. I am already up a lot and am expecting a lot more. I would be interested in your opinion. Thx James

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Read Answer Asked by JAMES on March 29, 2023