Investment Q&A

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $77.31)
  • $77.31 P/E (TTM): 17.26X Cap: $13.42B
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• TMX Group Limited (X $49.99)
  • $49.99 P/E (TTM): 32.89X Cap: $13.89B
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• Toromont Industries Ltd. (TIH $156.97)
  • $156.97 P/E (TTM): 26.52X Cap: $12.75B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Richelieu Hardware Ltd. (RCH $36.32)
  • $36.32 P/E (TTM): 23.74X Cap: $2B
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Q: Within the 3 5iR portfolios, what are the stocks that would be considered "dividend growers"?...Thanks.... Tom

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Read Answer Asked by Tom on September 27, 2023

• Parkland Corporation (PKI $39.76)
  • $39.76 P/E (TTM): 23.53X Cap: $6.93B
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• Exchange Income Corporation (EIF $77.25)
  • $77.25 P/E (TTM): 30.41X Cap: $3.97B
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Q: I have been thinking of replacing PKI with EIF in my RRIF over the last few months. During this time PKI has been steadily rising ( in a weak/ declining market) while EIF has been following the market down. The EIF decline has been quite substantial from what I see is a strong company with good prospects. Is there something wrong with the company that us retail investors don’t know about. ? Is there a rerating of the company going on ? Several analysts have been more positive on PKI. Should one expect strength in this stock to continue. ? Trying to figure out when ( and if ) I should make the switch. My gut says to wait this out. Your thoughts are appreciated. Thanks. Derek.

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Read Answer Asked by Derek on September 27, 2023

• e.l.f. Beauty Inc. (ELF $136.92)
  • $136.92 P/E (TTM): 80.54X Cap: $7.76B
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Q: Hello 5i
elf is down 25% from recent highs. Would you consider this a good entry point?
Thank you
Dave

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Read Answer Asked by Dave on September 27, 2023

• Bank of Nova Scotia (The) (BNS $89.32)
  • $89.32 P/E (TTM): 17.18X Cap: $110.89B
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• TC Energy Corporation (TRP $51.44)
  • $51.44 P/E (TTM): 17.67X Cap: $53.41B
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Q: Can you tell me how many times BNS and TRP have met or beat earnings expectations in the last dozen quarters please? Thanks

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Read Answer Asked by Martin on September 27, 2023

• Parkland Corporation (PKI $39.76)
  • $39.76 P/E (TTM): 23.53X Cap: $6.93B
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Q: Would you agree with the activist investor (Engine Capital) that PKI is undervalued and a stock buyback and a reduction in capital would be good for the company.?

Thx

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Read Answer Asked by blake on September 27, 2023

• Decisive Dividend Corporation (DE $7.45)
  • $7.45 P/E (TTM): 29.8X Cap: $149M
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Q: Please comment on Decisive Dividend.Tried to access search of previous questions but could not access that feature of your website.Thanks.

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Read Answer Asked by Maurice on September 27, 2023

Q: Peter; To me - it looks like the oil sector is trying to catch up to the price- oil is flat to down past week but the oil stocks are up ? Rod

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Read Answer Asked by Rodney on September 27, 2023

• Alphabet Inc. (GOOG $253.79)
  • $253.79 P/E (TTM): 27.06X Cap: $3.06T
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• Microsoft Corporation (MSFT $513.58)
  • $513.58 P/E (TTM): 37.65X Cap: $3.81T
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• Booking Holdings Inc. (BKNG $5,070.02)
  • $5,070.02 P/E (TTM): 35.35X Cap: $164.31B
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• Visa Inc. (V $341.89)
  • $341.89 P/E (TTM): 33.39X Cap: $663.24B
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• Vanguard S&P 500 Index ETF (VFV $165.67)
  • $165.67 P/E (TTM): 27.07X Cap: $26.78B
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• Vanguard Dividend Appreciation FTF (VIG $215.74)
  • $215.74 P/E (TTM): 24.54X Cap: $93.63B
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• INVESCO QQQ Trust (QQQ $603.93)
  • $603.93 P/E (TTM): 36.04X Cap: $387.93B
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• Old Dominion Freight Line Inc. (ODFL $138.04)
  • $138.04 P/E (TTM): 26.96X Cap: $28.38B
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Q: My son is starting an FHSA account at Wealthsimple. With the goal of contributing monthly and maximizing the limit over 5 to 7 years before needing funds. What combination of ETF's and blue chip stocks would you recommend that combines steady/increasing dividends, capital appreciation and minimal downside risk. Looking for a manageable # and combination of stock/Etf

Thank you

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Read Answer Asked by Harry on September 27, 2023

Q: Most of the focus on AI to this point has been on providers. What is your thinking about its widespread implementation? Should we expect significant dislocation of intellectual human resources for example? What sectors, companies will be less obvious beneficiaries? Are there published discussions of the potential transformations we should expect?
Thanks, Hugh

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Read Answer Asked by Hugh on September 27, 2023

• Miscellaneous (MISC)
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Q: Is there any ETF that are holding stocks that are only outperforming SP500.

Thanks for the great service

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Read Answer Asked by Hector on September 27, 2023

• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP $68.37)
  • $68.37 P/E (TTM): 27.06X Cap: $13.52B
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• Vanguard S&P 500 Index ETF (VFV $165.67)
  • $165.67 P/E (TTM): 27.07X Cap: $26.78B
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• SPDR S&P 500 ETF Trust (SPY $664.39)
  • $664.39 P/E (TTM): 28.22X Cap: $672.88B
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Q: Hello Peter,
From an earlier question on VFV in terms of foreign taxes, it looks like there is a double taxation as VFV invests in US ETF not directly in US stocks.. I would think i am better off with xsp excepts the etf hedges. Would i better off just investing in SPY or is there another ETF that is like VFV but invests directly in US stocks.. Thanks very much

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Read Answer Asked by umedali on September 26, 2023

• Crown Castle Inc. (CCI $97.48)
  • $97.48 Cap: $42.44B
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Q: Crown Castle inc has gone lower recently.What is your opinions for the stock ?Is it a hold, buy or sell ?
Thank you !

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Read Answer Asked by Nancy on September 26, 2023

Q: can you recommend any Canadian or Us corporate bonds that are safe and pay a good dividend

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Read Answer Asked by hal on September 26, 2023

• goeasy Ltd. (GSY $159.40)
  • $159.40 P/E (TTM): 9.58X Cap: $2.56B
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Q: With Goeasy down 25% in the last month….do you see any potential for near term catalysts?

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Read Answer Asked by Kim on September 26, 2023

• POET Technologies Inc. (PTK $7.38)
  • $7.38 Cap: $669M
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Q: What is your current view on this small company? I realize its small size and the current market conditions will limit investor interest but wonder if some of the recent news and fundamentals provides any encouragement for a better future (3+ years) stock appreciation? Also given its volatility could you comment on if this is better held in a TFSA or regular account where losses, if any could be utilized?

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Read Answer Asked by Todd on September 26, 2023

• SIR Royalty Income Fund (SRV.UN $14.90)
  • $14.90 P/E (TTM): 12.84X Cap: $124M
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Q: Would appreciate your thoughts on SRV.UN. Is the distributions safe. When was distribution last increased? Is there any growth potential and what if any are the catalysts? Would you buy at the current price?

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Read Answer Asked by David on September 26, 2023

Q: Today's seminar Decoding Market Signals was OUTSTANDING !!
If possible I would like to see similar presentations on a quarterly basis.
Thanks again for all your great work.

Dave

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Read Answer Asked by David on September 26, 2023

• Pet Valu Holdings Ltd. (PET $35.79)
  • $35.79 P/E (TTM): 26.71X Cap: $2.44B
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Q: Hi there, can you give an update on PET, why the large drop recently and your thoughts on initiating a position at these levels?

Thanks a lot!

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Read Answer Asked by Robert on September 26, 2023

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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Q: I realize this company has a high P/E but at a 52 week low and not a lot of competition and a fragmented industry for acquisitions,is this not a Screaming Buy …. your thoughts on the company and any upcoming catalysts to help this company to a mid 20s

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Read Answer Asked by Greg on September 26, 2023

• Information Services Corporation Class A Limited Voting Shares (ISV)
  • P/E (TTM): 23.54X Cap: $482M
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• TerraVest Industries Inc. (TVK $135.50)
  • $135.50 Cap: $2.93B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $138.92)
  • $138.92 P/E (TTM): 20.83X Cap: $1.65B
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• Perion Network Ltd (PERI $9.45)
  • $9.45 Cap: $430M
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• InMode Ltd. (INMD $15.31)
  • $15.31 Cap: $1.06B
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• Vertiv Holdings LLC Class A (VRT $174.00)
  • $174.00 P/E (TTM): 83.25X Cap: $66.44B
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Q: Like everyone else I suppose I am looking for the next great idea. Is there a company or two on your radar that is impressing you with their performance/growth outlook? Maybe tempting you to initiate a report on? Bonus points if it is already profitable, and/or approaching 1 B market cap. Double bonus points if you could see the possibility of them initiating a dividend one day. Just looking to build a short list for further investigation before next year’s TFSA contribution. Thanks so much.

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Read Answer Asked by Stephen R. on September 26, 2023