Investment Q&A

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $79.82)
  • $79.82 P/E (TTM): 17.33X Cap: $13.47B
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• Stella-Jones Inc. (SJ $77.92)
  • $77.92 P/E (TTM): 13.14X Cap: $4.30B
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• Nutrien Ltd. (NTR $78.14)
  • $78.14 P/E (TTM): 182.19X Cap: $37.96B
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Q: I have room to add one materials stock to my portfolio. Which of the following or others would you prefer? Nutrien around $80; Stella Jones around $60 lately or CCL.B around $68?

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Read Answer Asked by Gerry on May 12, 2023

Q: Do you anticipate recession in 2023 - 2024 and what impact it would have on stock market in general?
Thank you
Miroslaw

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Read Answer Asked by Miroslaw on May 12, 2023

• CI Financial Corp. (CIX $31.99)
  • $31.99 Cap: $4.58B
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Q: ...cix popped

...my breakeven is 20

...should I bail...given industry weakness

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Read Answer Asked by D on May 12, 2023

• BMO Equal Weight US Banks Index ETF (ZBK $40.91)
  • $40.91 P/E (TTM): 12.1X Cap: $673M
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Q: 2 MONTHS AGO YOU RECOMMENDED CAUTION ENTERING ZBK. HOW WOULD YOU ANSWER THAT QUESTION TODAY?
thanks, Hugh

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Read Answer Asked by Hugh on May 12, 2023

• Superior Plus Corp. (SPB $7.76)
  • $7.76 P/E (TTM): 31.51X Cap: $1.74B
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Q: Your thoughts on SPB.TO and if positive a good entry point for accumulation.

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Read Answer Asked by Lawrence on May 12, 2023

• Royal Bank of Canada (RY $203.14)
  • $203.14 P/E (TTM): 20.5X Cap: $285.40B
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• Toronto-Dominion Bank (The) (TD $108.39)
  • $108.39 P/E (TTM): 9.15X Cap: $185.04B
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• Bank of Nova Scotia (The) (BNS $89.60)
  • $89.60 P/E (TTM): 17.23X Cap: $111.24B
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• Canadian Imperial Bank Of Commerce (CM $112.53)
  • $112.53 P/E (TTM): 17.86X Cap: $104.59B
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Q: Can you comment on how much exposure the Canadian banks have to commercial real estate in the US and Canada? It sounds like office towers are of particular concern. Could you also comment on residential mortgage risks. And how much impact it could have on the stock prices.
Thanks.

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Read Answer Asked by Brian on May 12, 2023

• Absolute Software Corporation (ABST $15.20)
  • $15.20 Cap: $807M
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Q: What is your assessment of the takeover of Absolute by Crosspoint partners? Can I assume that it is highly unlikely that there will be a competing bid? Would you therefore sell it now or wait for the shares to be taken up at the offer price?

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Read Answer Asked by Geoffrey on May 12, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: I owned NVEI and sold out a short time ago. If I were to re-enter the stock, what do you feel would be a reasonable price range to begin accumulating at.
Thank You for your great service.

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Read Answer Asked by Clarence on May 12, 2023

• Nutrien Ltd. (NTR $78.14)
  • $78.14 P/E (TTM): 182.19X Cap: $37.96B
  • View NTR Profile
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Q: Is NTR a good hold? I held it for years and have gone round trip with price.

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Read Answer Asked by Dean on May 12, 2023

• Docebo Inc. (DCBO $41.42)
  • $41.42 P/E (TTM): 42.77X Cap: $1.18B
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Q: What is your view of the earnings report. It didn't look that bad.

Peter

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Read Answer Asked by Peter on May 12, 2023

• Payfare Inc. Class A Common Shares (PAY $4.00)
  • $4.00 P/E (TTM): 13.79X Cap: $191M
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Q: why the drop? weak forecast? would you hold or move on?

JR

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Read Answer Asked by JR on May 12, 2023

• Envista Holdings Corporation (NVST $20.93)
  • $20.93 P/E (TTM): 65.41X Cap: $3.47B
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• Docebo Inc. (DCBO $30.00)
  • $30.00 P/E (TTM): 42.77X Cap: $862M
  • View DCBO Profile
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Q: Would you kindly comment on the recent earnings reports for both Docebo and Envista. Do you see each company as a buy/hold/sell at the moment. Thanks

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Read Answer Asked by Richard on May 12, 2023

• Exchange Income Corporation (EIF $73.18)
  • $73.18 P/E (TTM): 28.81X Cap: $3.76B
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Q: Hello Leaf’s fans. To be clear I am a Canucks fan and a long term holder of Eif.
What do you like and dislike about Eif.?
You didn’t include in your response to top ten Canadian dividend stocks question.
Thanks and Happy Mother’s Day

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Read Answer Asked by Alan on May 12, 2023

• Finning International Inc. (FTT $60.60)
  • $60.60 P/E (TTM): 13.0X Cap: $8.03B
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• Toromont Industries Ltd. (TIH $152.64)
  • $152.64 P/E (TTM): 25.78X Cap: $12.40B
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Q: What are your thoughts regarding their earnings report last night and would you prefer FTT or Toromont ? Thanks

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Read Answer Asked by Michael on May 11, 2023

• Pet Valu Holdings Ltd. (PET $37.55)
  • $37.55 P/E (TTM): 28.02X Cap: $2.56B
  • View PET Profile
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Q: Hello
Could you comment on PET quarterly results?
Expenses are up, eps down. Apparently market not happy.

Thank you very much.
Stephane

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Read Answer Asked by Stephane on May 11, 2023

• Harvest Healthcare Leaders Income ETF (HHL $7.19)
  • $7.19 P/E (TTM): 23.34X Cap: $1.48B
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• Health Care Select Sector SPDR (XLV $137.29)
  • $137.29 P/E (TTM): 23.15X Cap: $34.34B
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• iShares U.S. Medical Devices ETF (IHI $60.33)
  • $60.33 P/E (TTM): 28.17X Cap: $4.18B
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• Vanguard Health Care ETF (VHT $255.85)
  • $255.85 P/E (TTM): 23.36X Cap: $15.28B
  • View VHT Profile
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• Harvest Healthcare Leaders Income ETF (HHL.B $8.31)
  • $8.31 P/E (TTM): 23.34X Cap: $18M
  • View HHL.B Profile
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Q: Good Morning
Would like your opinion on the Harvest Health Care ETFs? Need to increase health care in portfolio. Is there another way to invest in health care that you would be preferable?
Would it be advisable to be Hedged or Un-Hedged?
Thank you.

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Read Answer Asked by Heather on May 11, 2023

• Lion Electric Company (The) (LEV $0.35)
  • $0.35 Cap: $78M
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Q: Hi, Could you please comment on LEV earnings. Thank you

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Read Answer Asked by francis on May 11, 2023

• Flutter Entertainment Plc (PDYPF)
  • Cap: $36.20B
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Q: Your thoughts please on the latest quarter from Flutter and when Fanduel might be listed in the US.?

Thx

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Read Answer Asked by blake on May 11, 2023

Q: How do you think introduction of CBDC will impact the entire banking sector in both Canada and USA?

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Read Answer Asked by Timour on May 11, 2023

• Decisive Dividend Corporation (DE $7.43)
  • $7.43 P/E (TTM): 29.72X Cap: $147M
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Q: Can you please comment on recent earnings and your overall views on this company.

Thanks

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Read Answer Asked by Greg on May 11, 2023