Investment Q&A

• Royal Bank of Canada (RY $185.73)
  • $185.73 P/E (TTM): 19.88X Cap: $261.79B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $100.94)
  • $100.94 P/E (TTM): 10.32X Cap: $173.86B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $77.71)
  • $77.71 P/E (TTM): 16.21X Cap: $96.79B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Bank of Montreal (BMO $156.07)
  • $156.07 P/E (TTM): 13.78X Cap: $112.69B
  • View BMO Profile
  • View Questions on BMO
• Canadian Imperial Bank Of Commerce (CM $100.73)
  • $100.73 P/E (TTM): 12.49X Cap: $94.10B
  • View CM Profile
  • View Questions on CM
• Brookfield Renewable Partners L.P. (BEP.UN $34.05)
  • $34.05 Cap: $22.41B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.43)
  • $38.43 P/E (TTM): 5.71X Cap: $997M
  • View CDZ Profile
  • View Questions on CDZ
• Killam Apartment Real Estate Investment Trust (KMP.UN $17.78)
  • $17.78 P/E (TTM): 4.09X Cap: $2.20B
  • View KMP.UN Profile
  • View Questions on KMP.UN
• Dream Industrial Real Estate Investment Trust (DIR.UN $12.19)
  • $12.19 P/E (TTM): 25.12X Cap: $3.56B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN
• Brookfield Corporation Class A Limited Voting Shares (BN $90.35)
  • $90.35 P/E (TTM): 231.28X Cap: $148.85B
  • 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 $40.80)
  • $40.80 P/E (TTM): 31.44X Cap: $13.07B
  • 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 $74.57)
  • $74.57 P/E (TTM): 35.65X Cap: $8.56B
  • 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 $23.84)
  • $23.84 P/E (TTM): 50.23X Cap: $1.05B
  • View ZWH Profile
  • View Questions on ZWH
• CI Tech Giants Covered Call ETF (TXF $21.45)
  • $21.45 P/E (TTM): 74.48X Cap: $670M
  • View TXF Profile
  • View Questions on TXF
• BMO Canadian High Dividend Covered Call ETF (ZWC $18.66)
  • $18.66 P/E (TTM): 27.39X Cap: $1.70B
  • 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 $1.39)
  • $1.39 Cap: $349M
  • 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 $24.25)
  • $24.25 P/E (TTM): 57.17X Cap: $2.74B
  • 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 $12.19)
  • $12.19 P/E (TTM): 25.12X Cap: $3.56B
  • 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 $38.34)
  • $38.34 P/E (TTM): 22.47X Cap: $6.68B
  • 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 $172.90)
  • $172.90 P/E (TTM): 84.53X Cap: $22.44B
  • 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 $42.54)
  • $42.54 P/E (TTM): 18.74X Cap: $2.03B
  • 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 $29.25)
  • $29.25 P/E (TTM): 12.27X Cap: $1.99B
  • 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 $77.90)
  • $77.90 P/E (TTM): 20.53X Cap: $4.25B
  • 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 $100.73)
  • $100.73 P/E (TTM): 12.49X Cap: $94.10B
  • View CM Profile
  • View Questions on CM
• goeasy Ltd. (GSY $210.01)
  • $210.01 P/E (TTM): 12.42X Cap: $3.37B
  • 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

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.33)
  • $5.33 Cap: $1.46B
  • View TIXT Profile
  • View Questions on TIXT
  • View Reports on TIXT

Q: The market doesn't seem to like Q1. Could you provide your thoughts on their results and if it changes anythings on your appreciation.

Thanks

Upvote 0

Read Answer Asked by Daniel on May 05, 2023

• Apple Inc. (AAPL $229.65)
  • $229.65 P/E (TTM): 34.47X Cap: $3.40T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $221.47)
  • $221.47 P/E (TTM): 33.73X Cap: $2.36T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $204.16)
  • $204.16 P/E (TTM): 21.5X Cap: $2.46T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $529.24)
  • $529.24 P/E (TTM): 38.25X Cap: $3.93T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 58.73X Cap: $4.46T
  • View NVDA Profile
  • View Questions on NVDA
• JPMorgan Chase & Co. (JPM $292.85)
  • $292.85 P/E (TTM): 14.21X Cap: $805.26B
  • View JPM Profile
  • View Questions on JPM
• Occidental Petroleum Corporation (OXY $44.15)
  • $44.15 P/E (TTM): 17.77X Cap: $43.46B
  • View OXY Profile
  • View Questions on OXY
• Prudential Financial Inc. (PRU $105.22)
  • $105.22 P/E (TTM): 22.74X Cap: $37.03B
  • View PRU Profile
  • View Questions on PRU
• Verizon Communications Inc. (VZ $43.25)
  • $43.25 P/E (TTM): 10.07X Cap: $182.35B
  • View VZ Profile
  • View Questions on VZ
• Williams Companies Inc. (The) (WMB $57.76)
  • $57.76 P/E (TTM): 31.22X Cap: $70.53B
  • View WMB Profile
  • View Questions on WMB
• iShares S&P Global Clean Energy Index Fund (ICLN $13.77)
  • $13.77 P/E (TTM): 40.58X Cap: $1.48B
  • View ICLN Profile
  • View Questions on ICLN
• CrowdStrike Holdings Inc. (CRWD $435.80)
  • $435.80 Cap: $108.62B
  • View CRWD Profile
  • View Questions on CRWD
• Cheniere Energy Inc. (LNG $229.77)
  • $229.77 P/E (TTM): 13.46X Cap: $50.49B
  • View LNG Profile
  • View Questions on LNG

Q: I need to raise some $US cash soon. Could you please rank these stocks for how they would perform during a recession? Thank you.

Upvote 0

Read Answer Asked by A on May 05, 2023

• Icahn Enterprises L.P. (IEP $9.20)
  • $9.20 Cap: $5.27B
  • View IEP Profile
  • View Questions on IEP

Q: Hi Team,

What are your current thought on this after the short report? Good opportunity to buy for a nice dividend?

Upvote 0

Read Answer Asked by David on May 05, 2023

• Fortinet Inc. (FTNT $78.47)
  • $78.47 P/E (TTM): 30.69X Cap: $60.12B
  • View FTNT Profile
  • View Questions on FTNT

Q: Can I have your overall opinion of Fortinet and in particular comments on the company's first quarter earnings announced on May 4th. I own a small amount and I am considering adding to the position. Your comments please.

Upvote 0

Read Answer Asked by Brian on May 05, 2023

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $217.81)
  • $217.81 P/E (TTM): 70.91X Cap: $10.96B
  • View CIGI Profile
  • View Questions on CIGI

Q: earnings didn't look great. Thoughts? What does future look like? Is this a one off?

Upvote 0

Read Answer Asked on May 05, 2023

• Brookfield Infrastructure Partners L.P. (BIP.UN $41.80)
  • $41.80 P/E (TTM): 1011.41X Cap: $27.36B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.55)
  • $55.55 Cap: $7.33B
  • View BIPC Profile
  • View Questions on BIPC

Q: I have RRSP, TFSA and NREG accounts. I'm looking to buy Brookfield Infrastructure Corp in each. Is there a difference between BIP versus BIPC and does it matter which I hold in each of those three accounts?

Upvote 0

Read Answer Asked by Gerry on May 05, 2023

• Mosaic Company (The) (MOS $31.19)
  • $31.19 P/E (TTM): 28.02X Cap: $9.89B
  • View MOS Profile
  • View Questions on MOS
• Nutrien Ltd. (NTR $77.25)
  • $77.25 P/E (TTM): 182.76X Cap: $37.65B
  • View NTR Profile
  • View Questions on NTR

Q: What has caused the big drop in Nutrien the last few days?

Upvote 0

Read Answer Asked by Daniel on May 05, 2023