Investment Q&A

• Adobe Inc. (ADBE $257.07)
  • $257.07 P/E (TTM): 15.85X Cap: $105.56B
  • View ADBE Profile
  • View Questions on ADBE
• Microsoft Corporation (MSFT $401.48)
  • $401.48 P/E (TTM): 25.85X Cap: $3T
  • View MSFT Profile
  • View Questions on MSFT
• Church & Dwight Company Inc. (CHD $101.13)
  • $101.13 P/E (TTM): 31.12X Cap: $24.12B
  • View CHD Profile
  • View Questions on CHD
• Dollar General Corporation (DG $147.17)
  • $147.17 P/E (TTM): 25.26X Cap: $32.39B
  • View DG Profile
  • View Questions on DG
• PepsiCo Inc. (PEP $169.48)
  • $169.48 P/E (TTM): 27.83X Cap: $231.16B
  • View PEP Profile
  • View Questions on PEP
• Philip Morris International Inc (PM $188.95)
  • $188.95 P/E (TTM): 25.16X Cap: $289.96B
  • View PM Profile
  • View Questions on PM
• UnitedHealth Group Incorporated (DE) (UNH $279.22)
  • $279.22 P/E (TTM): 14.25X Cap: $252.64B
  • View UNH Profile
  • View Questions on UNH
• Walmart Inc. (WMT $131.55)
  • $131.55 Cap: $1.02T
  • View WMT Profile
  • View Questions on WMT
• Enbridge Inc. (ENB $70.52)
  • $70.52 P/E (TTM): 26.48X Cap: $152.58B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Constellation Software Inc. (CSU $2,262.04)
  • $2,262.04 P/E (TTM): 55.81X Cap: $49.25B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Dollarama Inc. (DOL $188.51)
  • $188.51 P/E (TTM): 40.0X Cap: $51.71B
  • View DOL Profile
  • View Questions on DOL
• Restaurant Brands International Inc. (QSR $89.90)
  • $89.90 P/E (TTM): 25.09X Cap: $43.65B
  • View QSR Profile
  • View Questions on QSR
• Brookfield Renewable Partners L.P. (BEP.UN $43.07)
  • $43.07 Cap: $27.98B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Descartes Systems Group Inc. (The) (DSG $89.29)
  • $89.29 P/E (TTM): 40.01X Cap: $7.67B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• TMX Group Limited (X $45.67)
  • $45.67 P/E (TTM): 30.97X Cap: $12.73B
  • View X Profile
  • View Questions on X
  • View Reports on X
• Alimentation Couche-Tard Inc. (ATD $83.24)
  • $83.24 P/E (TTM): 20.91X Cap: $76.38B
  • View ATD Profile
  • View Questions on ATD
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $148.29)
  • $148.29 P/E (TTM): 92.54X Cap: $208.73B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN
• Five Below Inc. (FIVE $207.51)
  • $207.51 P/E (TTM): 37.04X Cap: $11.36B
  • View FIVE Profile
  • View Questions on FIVE
• Domino's Pizza Inc (DPZ $382.81)
  • $382.81 P/E (TTM): 22.78X Cap: $12.97B
  • View DPZ Profile
  • View Questions on DPZ

Q: I did reorganise my portfolios in 2022 for a majority of diversified dividend ETFs and a minority of selected excellent dividend stocks.This strategy was satisfactory ,and I shall not sell this content in 2023.My strategy in 2023 will consider the possibility of a bear market,I shall only " add-on" some stocks on weakness .Could you list 10 canadian+10 us stocks ( not ETFs), among the safest in a bear market in your opinion,including 7 dividend stocks+3 growth stocks for each list,and rank them for safety if possible,many thanks,JY

Upvote 0

Read Answer Asked by Jean-Yves on May 09, 2023

• Linamar Corporation (LNR $90.97)
  • $90.97 P/E (TTM): 21.87X Cap: $5.44B
  • View LNR Profile
  • View Questions on LNR
• Martinrea International Inc. (MRE $10.30)
  • $10.30 Cap: $743M
  • View MRE Profile
  • View Questions on MRE

Q: I see from recent questions that you seem to prefer LNR over MRE, just looking for updated opinions on both.

Upvote 0

Read Answer Asked by Jim on May 09, 2023

• Axon Enterprise Inc. (AXON $433.72)
  • $433.72 P/E (TTM): 141.0X Cap: $34.48B
  • View AXON Profile
  • View Questions on AXON
• Celsius Holdings Inc. (CELH $44.03)
  • $44.03 P/E (TTM): 421.36X Cap: $11.43B
  • View CELH Profile
  • View Questions on CELH
• eXp World Holdings Inc. (EXPI $7.44)
  • $7.44 Cap: $1.22B
  • View EXPI Profile
  • View Questions on EXPI
• Lantheus Holdings Inc. (LNTH $66.95)
  • $66.95 P/E (TTM): 28.34X Cap: $4.46B
  • View LNTH Profile
  • View Questions on LNTH

Q: What are your current thoughts on EXPI and its recent earnings report? Do you see it as a strong recovery potential and would you add to a position that is down 66% with a current weight of 0.5%? Or do you think it is time to move on to other names that you have higher conviction in (please suggest some other US names)?

Upvote 1

Read Answer Asked by Justin on May 09, 2023

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.67)
  • $86.67 P/E (TTM): 18.8X Cap: $14.94B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• Winpak Ltd. (WPK $49.23)
  • $49.23 P/E (TTM): 15.8X Cap: $2.98B
  • View WPK Profile
  • View Questions on WPK
  • View Reports on WPK
• Richards Packaging Income Fund (RPI.UN)
  • P/E (TTM): 16.45X Cap: $347M
  • View RPI.UN Profile
  • View Questions on RPI.UN
  • View Reports on RPI.UN

Q: Could you please comment on Richards Packaging earnings. Do the results and the management commentary provide any indication, if the challenges faced with Revenue ( Healthcare mostly) are nearing an end ? Or, is it time to move on and find better income/growth opportunities ? Thanks

Upvote 1

Read Answer Asked by rajeev on May 09, 2023

• Champion Iron Limited Ordinary Shares (CIA $5.44)
  • $5.44 P/E (TTM): 15.49X Cap: $2.97B
  • View CIA Profile
  • View Questions on CIA
• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.16X
  • View STLC Profile
  • View Questions on STLC

Q: I don't know if my question went in or not but is CIA a company would be worth while buying.
Could you give me your views on this company.

Upvote 0

Read Answer Asked by James on May 09, 2023

• Loblaw Companies Limited (L $67.06)
  • $67.06 P/E (TTM): 8.13X Cap: $79.23B
  • View L Profile
  • View Questions on L

Q: Could you please comment on Earnings for $L

Upvote 0

Read Answer Asked by Valter on May 09, 2023

• Amazon.com Inc. (AMZN $201.65)
  • $201.65 P/E (TTM): 28.86X Cap: $2.19T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $312.69)
  • $312.69 P/E (TTM): 29.48X Cap: $3.76T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $401.48)
  • $401.48 P/E (TTM): 25.85X Cap: $3T
  • View MSFT Profile
  • View Questions on MSFT
• International Business Machines Corporation (IBM $264.97)
  • $264.97 P/E (TTM): 34.82X Cap: $255B
  • View IBM Profile
  • View Questions on IBM
• Oracle Corporation (ORCL $157.55)
  • $157.55 P/E (TTM): 30.05X Cap: $451.69B
  • View ORCL Profile
  • View Questions on ORCL

Q: Can I have your comments on IBM as both a source of dependable income and moderate growth.

Upvote 0

Read Answer Asked by Larry on May 09, 2023

• Anaergia Inc. (ANRG $2.11)
  • $2.11 Cap: $359M
  • View ANRG Profile
  • View Questions on ANRG

Q: Following up on the last question for ANRG, If you were holding shares at this time would you consider staying put, to see what the company does or is it a sell at this time?

Upvote 0

Read Answer Asked by Harry on May 09, 2023

• Pason Systems Inc. (PSI $12.61)
  • $12.61 P/E (TTM): 16.26X Cap: $994M
  • View PSI Profile
  • View Questions on PSI
  • View Reports on PSI
• High Arctic Energy Services Inc. (HWO $0.82)
  • $0.82 Cap: $10M
  • View HWO Profile
  • View Questions on HWO
• Cathedral Energy Services Ltd. (CET)
  • P/E (TTM): 11.18X
  • View CET Profile
  • View Questions on CET

Q: Hi, I would appreciate if you can provide your thoughts/analysis of HWO with long term outlook. Stock has lost significant value since beginning of this year.
Thanks,

Upvote 0

Read Answer Asked by Harpinder on May 09, 2023

• Faraday Copper Ltd Com (FDY)
  • P/E (TTM): -6.4X Cap: $57M
  • View FDY Profile
  • View Questions on FDY

Q: What are your thoughts on Faraday Copper (FDY)?

Upvote 0

Read Answer Asked by Brian on May 09, 2023

• Alimentation Couche-Tard Inc. (ATD $83.24)
  • $83.24 P/E (TTM): 20.91X Cap: $76.38B
  • View ATD Profile
  • View Questions on ATD
• Boyd Group Services Inc. (BYD $243.00)
  • $243.00 P/E (TTM): 238.45X Cap: $6.84B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: With which of the above would I expect best asset appreciation?
Thanks. Peter

Upvote 0

Read Answer Asked by Peter on May 09, 2023

• Brookfield Infrastructure Partners L.P. (BIP.UN $53.75)
  • $53.75 P/E (TTM): 58.4X Cap: $24.53B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $69.61)
  • $69.61 Cap: $9.14B
  • View BIPC Profile
  • View Questions on BIPC

Q: What are your analysis of the results published yesterday? The market seams to have liked them (+3.56%) but I fail to see what is the big hoopla on what appears to me simply ok results.

Upvote 0

Read Answer Asked by André on May 09, 2023

• WSP Global Inc. (WSP $251.61)
  • $251.61 P/E (TTM): 39.84X Cap: $33.07B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Stantec Inc. (STN $133.26)
  • $133.26 P/E (TTM): 32.6X Cap: $15.28B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN

Q: does the STN decent report this quarter give you some comfort on WSP result to be released tonight? Or are they very different "animals"?

Upvote 0

Read Answer Asked by Doug on May 09, 2023

• WELL Health Technologies Corp. (WELL $3.97)
  • $3.97 Cap: $1.01B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: WELL is down past couple of days. It's had a good run lately. Earnings I believe are coming this week. Anything to be concerned about? What do you expect?

Upvote 0

Read Answer Asked on May 09, 2023

• Johnson & Johnson (JNJ $242.31)
  • $242.31 P/E (TTM): 23.01X Cap: $580.30B
  • View JNJ Profile
  • View Questions on JNJ
• Kenvue Inc. (KVUE $18.60)
  • $18.60 P/E (TTM): 24.11X Cap: $35.51B
  • View KVUE Profile
  • View Questions on KVUE

Q: How do current shareholders of JNJ benefit from the spinoff of Kenvue? Thank you for clarifying.

Upvote 0

Read Answer Asked by Stella on May 09, 2023

• Freshworks Inc. (FRSH $7.43)
  • $7.43 Cap: $2.05B
  • View FRSH Profile
  • View Questions on FRSH

Q: What so you think of the the most recent Q of financial results for Freshworks. I see that it announced a non-GAAP profit. Can you help me see if there is an opportunity for further growth and real profits going forward.

Thanks for all you do
John

Upvote 1

Read Answer Asked by John on May 09, 2023

• Bank of Nova Scotia (The) (BNS $104.92)
  • $104.92 P/E (TTM): 25.91X Cap: $130.06B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

Q: Does one of the 5 major Canadian banks have no US bank holding exposure and if not which has the least amount? Thank you.

Upvote 0

Read Answer Asked by Ken on May 09, 2023

• Trilogy Metals Inc. (TMQ $6.09)
  • $6.09 Cap: $1.01B
  • View TMQ Profile
  • View Questions on TMQ

Q: Has any progress been made in resolving the issue regarding approvals for the access road to the Ambler Project and are things looking any more positive for the Company?
Is it worth putting a few dollars down on a speculative position?
Thanks, Rick

Upvote 0

Read Answer Asked by Richard on May 09, 2023

• Inspire Medical Systems Inc. (INSP $61.95)
  • $61.95 P/E (TTM): 45.73X Cap: $1.98B
  • View INSP Profile
  • View Questions on INSP

Q: Hi, Could I get your updated take on this company? They focus on sleep apnea, which seems to be a growing medical problem. The last question about it was in 2019. Thank you, Doris

Upvote 0

Read Answer Asked by Doris on May 09, 2023

• BMO Long Corporate Bond Index ETF (ZLC $15.47)
  • $15.47 Cap: $468M
  • View ZLC Profile
  • View Questions on ZLC

Q: Peter; I’m thinking of buying ZLC to hold until late 2023 to fund my RRIF withdrawal in January 2024. Hoping for a little capital appreciation plus some income. I’m assuming rates start to decline thru the year. Your comments would be appreciated.Thanks.
Rod

Upvote 0

Read Answer Asked by Rodney on May 09, 2023