Investment Q&A

• Royal Bank of Canada (RY $206.30)
  • $206.30 P/E (TTM): 15.45X Cap: $289.84B
  • View RY Profile
  • View Questions on RY
• Magna International Inc. (MG $62.99)
  • $62.99 P/E (TTM): 10.58X Cap: $17.74B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Brookfield Corporation Class A Limited Voting Shares (BN $63.67)
  • $63.67 P/E (TTM): 105.6X Cap: $142.84B
  • View BN Profile
  • View Questions on BN

Q: Hi, These look a little oversold, who do you like for a full position for a the long term hold. Sector not a issue.

Upvote 0

Read Answer Asked by Brad on May 08, 2023

• Constellation Software Inc. (CSU $3,970.35)
  • $3,970.35 P/E (TTM): 96.41X Cap: $84.13B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Hello, Do you think that CSU stock's systemic decline on Thursday with over a $100 drop was caused by the report - NR after market close, of a cyber security breach, in certain parts of its divisions. In your view, is it concerning ? Thanks

Upvote 0

Read Answer Asked by rajeev on May 08, 2023

• iShares Core Canadian Long Term Bond Index ETF (XLB $19.13)
  • $19.13 Cap: $895M
  • View XLB Profile
  • View Questions on XLB
• iShares 20+ Year Treasury Bond ETF (TLT $90.66)
  • $90.66 Cap: $50.28B
  • View TLT Profile
  • View Questions on TLT

Q: If Congress fails to increase the debt limit, how do you think it will impact the price of TLT and XLB? Thank you.

Upvote 0

Read Answer Asked by David on May 08, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $139.56)
  • $139.56 P/E (TTM): 20.89X Cap: $1.66B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: The 1st q numbers looked good to me. Please review.The stock price still seems attractive, even with the run up.

Upvote 0

Read Answer Asked by Murray on May 08, 2023

• Tamarack Valley Energy Ltd. (TVE $6.04)
  • $6.04 P/E (TTM): 12.72X Cap: $3.06B
  • View TVE Profile
  • View Questions on TVE

Q: When do they report? What do you anticipate the results to be? They claim very low break even costs that would support working capital and dividend. As well as growth. Are you able to validate their p/e? the company looks attractive based on potential and monthly div yield.

Upvote 0

Read Answer Asked by Chris on May 08, 2023

• Vermilion Energy Inc. (VET $10.60)
  • $10.60 Cap: $1.63B
  • View VET Profile
  • View Questions on VET

Q: Any new perspective or hope about VET at this very low point (and now big loss "on paper" ).., would you rank the stock as a hold, or sell for capital loss ? Thanks for your impression

Upvote 0

Read Answer Asked by Jean-Yves on May 07, 2023

Q: Hi 5i
As I've asked far too few questions and have load of question credits ... It's that time again ... what is 5i talking about internally that makes you all optimistic or pessimistic at this time? Would your views internally track the previous investor sentiment surveys and how does it differ (if it does).
Thanks

Upvote 0

Read Answer Asked by mike on May 07, 2023

• Royal Bank of Canada (RY $206.30)
  • $206.30 P/E (TTM): 15.45X Cap: $289.84B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $112.96)
  • $112.96 P/E (TTM): 9.41X Cap: $192.84B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $90.59)
  • $90.59 P/E (TTM): 17.33X Cap: $112.47B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Bank of Montreal (BMO $180.13)
  • $180.13 P/E (TTM): 14.9X Cap: $129.02B
  • View BMO Profile
  • View Questions on BMO
• Canadian Imperial Bank Of Commerce (CM $114.87)
  • $114.87 P/E (TTM): 13.64X Cap: $106.76B
  • View CM Profile
  • View Questions on CM
• Brookfield Renewable Partners L.P. (BEP.UN $39.37)
  • $39.37 Cap: $25.90B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.01)
  • $40.01 P/E (TTM): 14.83X Cap: $1.04B
  • View CDZ Profile
  • View Questions on CDZ
• Killam Apartment Real Estate Investment Trust (KMP.UN $17.76)
  • $17.76 P/E (TTM): 4.12X Cap: $2.20B
  • View KMP.UN Profile
  • View Questions on KMP.UN
• Dream Industrial Real Estate Investment Trust (DIR.UN $12.12)
  • $12.12 P/E (TTM): 25.27X Cap: $3.54B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN
• Brookfield Corporation Class A Limited Voting Shares (BN $63.67)
  • $63.67 P/E (TTM): 105.6X Cap: $142.84B
  • View BN Profile
  • View Questions on BN

Q: Good Afternoon,
I have owned Killam for a while. There has been no appreciable growth or dividend increase. What is the likelihood of either happening. Would I be better off selling Killam and purchasing another stock? If so, what stock would you suggest that would offer some growth and a good dividend. There is no tax implications as I hold Killam in my TFSA.
Thanks in advance for your opinion.
|Jane

Upvote 0

Read Answer Asked by Jane on May 07, 2023

• CAE Inc. (CAE $38.51)
  • $38.51 P/E (TTM): 30.11X Cap: $12.35B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE

Q: Hello, do you think the growing use of AI will have negative or positive impact to a company like CAE?

Will you please comment on industries that could be negatively or positively impacted by AI?

Thank you.

Mike

Upvote 0

Read Answer Asked by Michael on May 07, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $88.41)
  • $88.41 P/E (TTM): 43.3X Cap: $10.19B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ

Q: Just my thoughts on the stock, it does not matter if you are Wal Mart or Target when you have to much inventory you have to sell it down at prices that do not make you any profit. There is nothing worse than marking down fashion clothing and trying to recover your cost on the items. With maybe a recession and more 50% off sales, yes the margins will be lower, until the merchandise supply is under control the company will probably struggle.
Thanks again

Upvote 0

Read Answer Asked by eugene on May 07, 2023

• BMO US High Dividend Covered Call ETF (ZWH $24.91)
  • $24.91 P/E (TTM): 19.44X Cap: $1.07B
  • View ZWH Profile
  • View Questions on ZWH
• CI Tech Giants Covered Call ETF (TXF $22.94)
  • $22.94 P/E (TTM): 37.32X Cap: $699M
  • View TXF Profile
  • View Questions on TXF
• BMO Canadian High Dividend Covered Call ETF (ZWC $19.86)
  • $19.86 Cap: $1.84B
  • View ZWC Profile
  • View Questions on ZWC

Q: TXF Vs EIT.UN. Which would you prefer for overall total performance ( appreciation and dividend) over a holding period of 3-5 years. Or if any other preferences. Thanks

Upvote 0

Read Answer Asked by RUPINDER on May 07, 2023

• Butterfly Network Inc. Class A (BFLY $2.36)
  • $2.36 Cap: $594M
  • View BFLY Profile
  • View Questions on BFLY

Q: your current thoughts and future growth potential of bfly.

Upvote 0

Read Answer Asked by Ross on May 05, 2023

• International Petroleum Corporation (IPCO $22.26)
  • $22.26 P/E (TTM): 37.5X Cap: $2.52B
  • View IPCO Profile
  • View Questions on IPCO

Q: Please comment on recent results and forward looking growth and potential. Would you buy at these prices?

Upvote 0

Read Answer Asked by Chris on May 05, 2023

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.12)
  • $12.12 P/E (TTM): 25.27X Cap: $3.54B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Can you explain Dreams announcement at the close today. It seems DIR has done a bought deal of 12.5M shares at a price of $14.20 (a little below todays close) to raise money which they will then use to buy back 12.5M A class preferred shares? This is a confusing one, why would they do this? Also will this hurt the regular DIR share price since its diluting the shares? Would you buy or is this a bad move? Thx

Upvote 0

Read Answer Asked by Adam on May 05, 2023

• Parkland Corporation (PKI $39.68)
  • $39.68 P/E (TTM): 23.15X Cap: $6.92B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI

Q: What do you think of PKI earnings. On surface, they look good. how should price react?

Upvote 0

Read Answer Asked on May 05, 2023

• Topicus.com Inc. (TOI $137.61)
  • $137.61 P/E (TTM): 66.08X Cap: $11.42B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: I would be interested in your critical opinion of the latest financials release on TOI?In particular any shortcomings in the business model that concern you?

Upvote 0

Read Answer Asked by ANDREW on May 05, 2023

• Trisura Group Ltd. (TSU $37.96)
  • $37.96 P/E (TTM): 15.44X Cap: $1.80B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU

Q: Trisura just annonced preliminary results for Q1. Could you comment please.

Thanks

Upvote 0

Read Answer Asked by Daniel on May 05, 2023

• Leon's Furniture Limited (LNF $28.35)
  • $28.35 P/E (TTM): 12.09X Cap: $1.93B
  • View LNF Profile
  • View Questions on LNF
  • View Reports on LNF

Q: Any thoughts on what is going on with Leons the past few days? With the retail landscape seemingly taking a hit the last while with recession concerns, is this stock in for a fall?

Appreciate your insight.

Paul F.

Upvote 0

Read Answer Asked by Paul on May 05, 2023

• Crocs Inc. (CROX $82.85)
  • $82.85 P/E (TTM): 22.51X Cap: $4.52B
  • View CROX Profile
  • View Questions on CROX

Q: Since Earnings Croxs has dropped precipitously . Do you still have faith in this company?

Upvote 0

Read Answer Asked by Marty on May 05, 2023

• Canadian Imperial Bank Of Commerce (CM $114.87)
  • $114.87 P/E (TTM): 13.64X Cap: $106.76B
  • View CM Profile
  • View Questions on CM
• goeasy Ltd. (GSY $159.61)
  • $159.61 P/E (TTM): 9.54X Cap: $2.56B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: Would you endorse a switch from GSY to CM if one was looking for a more stable name with still good upside from current stock prices and a solid dividend yields

Upvote 0

Read Answer Asked by Stephen on May 05, 2023