Investment Q&A

• Eli Lilly and Company (LLY $639.43)
  • $639.43 P/E (TTM): 51.69X Cap: $605.19B
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Q: Would you recommend LLY at the current somewhat elevated price?
With appreciation,
Ed

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Read Answer Asked by Ed on October 04, 2023

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: With patience in big supply where would you buy and why ? Thank you.

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Read Answer Asked by Paul on October 04, 2023

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.55)
  • $55.55 Cap: $7.33B
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• Brookfield Business Corporation Class A Exchangeable Subordinate Voting Shares (BBUC $39.86)
  • $39.86 Cap: $3.89B
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Q: Which one looks better today for long term price appreciation? Why have the share prices been punished so badly? Are these not great long term assets?
Thanks

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Read Answer Asked by Curtis on October 04, 2023

Q: With the recent market pullback what Canadian stocks do you find particularly attractive?

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Read Answer Asked by Joe on October 04, 2023

• Freeport-McMoRan Inc. (FCX $42.15)
  • $42.15 P/E (TTM): 33.98X Cap: $60.51B
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• Albemarle Corporation (ALB $77.98)
  • $77.98 Cap: $9.17B
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• Sociedad Quimica y Minera S.A. (SQM $45.76)
  • $45.76 P/E (TTM): 19.12X Cap: $13.07B
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• Livent Corporation (LTHM)
  • P/E (TTM): 3.41X Cap: $2.96B
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• Standard Lithium Ltd. (SLI $3.78)
  • $3.78 P/E (TTM): 4.94X Cap: $778M
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Q: Hey Guys,

With a lot of hype and interest in the EV space, Vehicles, Etc. , I am hearing a lot about Copper ,Silver and Lithium moving forward as an Investment Theme...

1. Please provide a few Pure Play Copper, Silver and Lithium Companies you think will be good investments going into this stage...
- Large Caps
- Small Caps with good spec potential

2. If another Sleeper Metal play, in your opinion stands out in this theme, please advise...

Thanks,
M

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Read Answer Asked by michael on October 04, 2023

• Bank of Nova Scotia (The) (BNS $77.71)
  • $77.71 P/E (TTM): 16.21X Cap: $96.79B
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• Brookfield Corporation Class A Limited Voting Shares (BN $90.35)
  • $90.35 P/E (TTM): 231.28X Cap: $148.85B
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Q: Hi,

I think there are a few screaming buys out there. Would you list your top five?

BNS is at a silly price would you say? Back up the truck?

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Read Answer Asked by D on October 04, 2023

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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Q: So, after the market closed yesterday, PLC announced they were withdrawing any further involvement in the purchase of Carriage. I would have expected today to be a "down" day...due to the perception that PLC would not be "growing" as per their stated 5 year plan of growth by acquisition (my paraphrase).

However, today PLC is up 4%. Is it due to the market being relieved that PLC is better off not having to add debt to their balance sheet?

A bit confused...thanks...Steve

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Read Answer Asked by Stephen on October 03, 2023

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.33)
  • $5.33 Cap: $1.46B
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Q: CEO continues to sell. Does 5i see this as well?

Thx

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Read Answer Asked by blake on October 03, 2023

• Slate Grocery REIT (SGR.UN $14.00)
  • $14.00 P/E (TTM): 15.42X Cap: $846M
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Q: Peter has something happened to slate grocery reit?? Dropping like a rock. Does it have to much debt?? Thanks Ken

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Read Answer Asked by Ken on October 03, 2023

• WELL Health Technologies Corp. (WELL $4.82)
  • $4.82 Cap: $1.20B
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Q: please comment on well news today re acquisition, dilution effect and potential
valuation going forward.

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Read Answer Asked by howard on October 03, 2023

• goeasy Ltd. (GSY $210.01)
  • $210.01 P/E (TTM): 12.42X Cap: $3.37B
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Q: Hello not to scare some investors but can you explain what happened to conseco in 2002-2003 period and why goeasy is not in the same situation now with interest rates going up fast ? Thanks !

Upvote 1

Read Answer Asked by jean on October 03, 2023

• Kimbell Royalty Partners Representing Limited Partner Interests (KRP $14.44)
  • $14.44 P/E (TTM): 160.78X Cap: $1.56B
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• Black Stone Minerals L.P. representing limited partner interests (BSM $12.36)
  • $12.36 P/E (TTM): 10.4X Cap: $2.61B
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Q: Not sure where I heard about these companies, but I made note of them to ask advice on, as they intrigued me...

- Please let me know your thoughts ...

Thanks,
M

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Read Answer Asked by michael on October 03, 2023

• BCE Inc. (BCE $33.77)
  • $33.77 P/E (TTM): 73.0X Cap: $31.13B
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Q: As BCE is hitting 12 month lows and the dividend is approaching 8% what is the likelihood of the dividend being cut?

Thanks

Sheldon

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Read Answer Asked by Sheldon on October 03, 2023

• ECN Capital Corp. (ECN $2.80)
  • $2.80 P/E (TTM): 104.04X Cap: $787M
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Q: Hi there,

I read this morning that Steve Hudson founder of ECN recently purchased 500,000 shares. Would you read anything into this other than his belief in the business?

Thanks!

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Read Answer Asked by Robert on October 03, 2023

• Royal Bank of Canada (RY $185.73)
  • $185.73 P/E (TTM): 19.88X Cap: $261.79B
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• Toronto-Dominion Bank (The) (TD $100.94)
  • $100.94 P/E (TTM): 10.32X Cap: $173.86B
  • View TD Profile
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• Bank of Nova Scotia (The) (BNS $77.71)
  • $77.71 P/E (TTM): 16.21X Cap: $96.79B
  • View BNS Profile
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• Canadian Imperial Bank Of Commerce (CM $100.73)
  • $100.73 P/E (TTM): 12.49X Cap: $94.10B
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Q: I have a loss in CM which is matched by an equal gain in TD.
Was thinking to sell both and buying equal amounts of BNS and RY.
All are in a non registered account. Is the tax loss accepted?
Would you recommend any changes back after 30 days?

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Read Answer Asked by Peter on October 03, 2023

• Barrick Mining Corp Com (GOLD)
  • P/E (TTM): 15.74X Cap: $33.05B
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Q: Have not held a gold stock in over 30 years. Quite frankly never made sense to me. However, with the huge amount of debt floating arounds, and, especially in the USA, I am wondering if it might make sense to buy AEM as a hedge: pay a dividend and appear to increase on a regular basis.

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Read Answer Asked by James on October 03, 2023

Q: Good afternoon. I have the following tax loss selling question.

Let assume I sell 1000 shares of BCE on October 1. To avoid the superficial loss rule, I will wait 30 days to buy it back. Let’s assume this is November 1.

Then on October 15th, I sell another 1000 shares of BCE. As per the above, I will buy them back on November 15th.

The question I have is as follows - If I buy back the 1000 shares of BCE as planned on November 1st from the first tax loss sale, will this compromise my ability to claim a loss from the second sales of BCE shares on the 15th?

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Read Answer Asked by Trevor on October 03, 2023

• Bank of Nova Scotia (The) (BNS $77.71)
  • $77.71 P/E (TTM): 16.21X Cap: $96.79B
  • View BNS Profile
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• BCE Inc. (BCE $33.77)
  • $33.77 P/E (TTM): 73.0X Cap: $31.13B
  • View BCE Profile
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Q: Hello, I own both these stocks, down substantially, I am down 22% on BNS and 16% with BCE. All things remaining equal, would you be comfortable averaging down on the these stocks ?

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Read Answer Asked by Robbie on October 03, 2023

• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: Big Surprise this AM with T/O proposal of NBLY. Or, was it? Pretty large premium so no competitive offers likely? Would appreciate your perspective.

Thank you kindly,

Geoffrey

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Read Answer Asked by Geoffrey on October 03, 2023

• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: Do you think NBLY represents a reasonable arbitrage opportunity?

Thank-you!

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Read Answer Asked by Stephen on October 03, 2023