Investment Q&A

• Amazon.com Inc. (AMZN $222.31)
  • $222.31 P/E (TTM): 34.81X Cap: $2.37T
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Q: etf? I believe this is a canadian way to play Amazon? I was attracted by the high

dividend plus the good prospects of the stock itself moving forward. Could I please

have your opinion?

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Read Answer Asked by terrance on May 10, 2023

Q: Under todays conditions what company stocks should I be considering to buy in Consumer Staples?

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Read Answer Asked by Terry on May 10, 2023

• Bank of Nova Scotia (The) (BNS $76.43)
  • $76.43 P/E (TTM): 16.06X Cap: $95.19B
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• National Bank of Canada (NA $145.17)
  • $145.17 P/E (TTM): 13.79X Cap: $56.81B
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Q: I currently hold TD, RY and BNS. I'm considering selling BNS given its higher risk in Latin America and risks in the financial sector now. Thinking of National Bank given its higher focus in Canada. Does this make sense? Thoughts? Or Hold?

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Read Answer Asked by Gerry on May 10, 2023

• Ero Copper Corp. (ERO $18.63)
  • $18.63 P/E (TTM): 10.3X Cap: $1.92B
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Q: is this a good time to buy after the drop

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Read Answer Asked by Tony on May 10, 2023

Q: Please explain the difference between "management fee" and" management expense ratio". Is the management fee included in the MER or separate? In other words to find out the total fees charged, one would add the 2 fees together. Correct??

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Read Answer Asked by george on May 10, 2023

• MEG Energy Corp. (MEG $26.23)
  • $26.23 P/E (TTM): 5.85X Cap: $6.67B
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• Barrick Mining Corporation (ABX $31.27)
  • $31.27 P/E (TTM): 17.05X Cap: $53.76B
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Q: With the energy sector on pause, is precious metals a good replacement, or can you suggest another. I generally buy on momentum.

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Read Answer Asked by george on May 10, 2023

• ECN Capital Corp. (ECN $3.11)
  • $3.11 P/E (TTM): 112.43X Cap: $875M
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Q: Peter; What are the May 15 earnings expectations? Thanks.
Rod

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Read Answer Asked by Rodney on May 10, 2023

• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.54)
  • $50.54 P/E (TTM): 13.44X Cap: $5.68B
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Q: Hello there - I'd like to do some consolidation and wonder about selling ACO.X ( at a small loss) and putting the proceeds into either BIP or BEPC (both of which I currently own). Your thoughts, please. Which way offers the most promising upside over a long investment horizon. Thank you

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Read Answer Asked by alex on May 10, 2023

• Bank of Nova Scotia (The) (BNS $76.43)
  • $76.43 P/E (TTM): 16.06X Cap: $95.19B
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• Canadian Imperial Bank Of Commerce (CM $99.20)
  • $99.20 P/E (TTM): 12.42X Cap: $92.67B
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Q: I currently hold CIBC and BNS and think it a good time to add to Canadian banks due to the low valuations and high dividends. Do you see any issue with this? Time horizon is at least 6 years. Should I add to these existing or add the other 3 large Canadian banks? I also hold the BMO Canadian banks in my wife's portfolio.

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Read Answer Asked by John on May 10, 2023

• Restaurant Brands International Inc. (QSR $94.32)
  • $94.32 P/E (TTM): 23.11X Cap: $42.88B
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• Acadian Timber Corp. (ADN $17.97)
  • $17.97 P/E (TTM): 16.21X Cap: $320M
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• Exchange Income Corporation (EIF $66.51)
  • $66.51 P/E (TTM): 27.15X Cap: $3.41B
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Q: I will have the cash shortly to add a new position in the income portfolio. Which of ADN, EIF or QSR would you add right now and why.

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Read Answer Asked by Tom on May 10, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Q1 looked pretty good...what is your take on the dividend? Is it the best use of capital going forward or is it only meant to make up for the strategic review closing...otherwise this looks like a company I'd like to buy/hold. Curious on what you think about it? Thanks as always.

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Read Answer Asked by Curtis on May 10, 2023

• Alaris Equity Partners Income Trust (AD.UN $18.50)
  • $18.50 P/E (TTM): 4.51X Cap: $843M
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Q: Your thoughts about the latest results please . do you consider them a buy , sell or hold ?

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Read Answer Asked by Thomas A.J. on May 10, 2023

• Axon Enterprise Inc. (AXON $863.65)
  • $863.65 P/E (TTM): 209.45X Cap: $67.80B
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Q: Thoughts on the recent share price drop?

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Read Answer Asked by Andre on May 10, 2023

• Alaris Equity Partners Income Trust (AD.UN $18.50)
  • $18.50 P/E (TTM): 4.51X Cap: $843M
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Q: Should I be concerned that today this stock dropped below 200 DMA on heavy volume. Fundamentally would you rate buy, sell, or hold.
Best Regards,
Harold

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Read Answer Asked by Harold on May 10, 2023

• Stella-Jones Inc. (SJ $78.49)
  • $78.49 P/E (TTM): 13.37X Cap: $4.36B
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Q: You seem to be more constructive on SJ in your latest report. Would SJ be an indirect way to play the EV market with the increase in demand for electricity and thus utility poles?

Thx

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Read Answer Asked by blake on May 10, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: What am I missing? Is this a headline reaction to a very small EPS miss? Please give me your analysis.

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Read Answer Asked by Geoffrey on May 10, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Is this a buying opportunity after the sell off today?

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Read Answer Asked by Gary on May 10, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Hello

I would like to know your thoughts on NVEI's earnings please.
Thank You

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Read Answer Asked by Herm on May 10, 2023

• Enbridge Inc. (ENB $64.62)
  • $64.62 P/E (TTM): 23.81X Cap: $140.87B
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Q: This morning’s news indigenous will ask judge for emergency shut down of line 5 due to river erosion. Decision to be made by the end of the week. Do you think this will happen and what will be the impact on the stock.

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Read Answer Asked by George on May 10, 2023

• Stella-Jones Inc. (SJ $78.49)
  • $78.49 P/E (TTM): 13.37X Cap: $4.36B
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Q: SJ reported this morning. Numbers looked good but in constant comparison, not quite as impressive but still up. What do you think? How should market react.

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Read Answer Asked on May 10, 2023