Investment Q&A

• BMO Aggregate Bond Index ETF (ZAG $13.80)
  • $13.80 Cap: $12.12B
  • View ZAG Profile
  • View Questions on ZAG
• iShares Core Canadian Long Term Bond Index ETF (XLB $18.65)
  • $18.65 Cap: $850M
  • View XLB Profile
  • View Questions on XLB
• Vanguard Canadian Aggregate Bond Index ETF (VAB $22.99)
  • $22.99 Cap: $6.52B
  • View VAB Profile
  • View Questions on VAB
• Vanguard U.S. Aggregate Bond Index ETF (CAD-hedged) (VBU)
  • Cap: $921M
  • View VBU Profile
  • View Questions on VBU
• iShares Core U.S. Aggregate Bond ETF (AGG $99.91)
  • $99.91 Cap: $134.15B
  • View AGG Profile
  • View Questions on AGG
• iShares 20+ Year Treasury Bond ETF (TLT $87.40)
  • $87.40 Cap: $48.27B
  • View TLT Profile
  • View Questions on TLT

Q: Hi. Which bond ETFs do you currently recommend? US or Canadian. Thank you.

Upvote 12

Read Answer Asked by Zohreh on November 13, 2023

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
  • View PLC Profile
  • View Questions on PLC
  • View Reports on PLC

Q: What do you think of results and are you still optimistic about a price recovery at some point?

Upvote 6

Read Answer Asked by richard on November 13, 2023

• Exchange Income Corporation (EIF $83.51)
  • $83.51 P/E (TTM): 30.52X Cap: $4.53B
  • View EIF Profile
  • View Questions on EIF

Q: An analyst recently reported that new contracts for EIF in medivac and maritime surveillance are coming on board in 2025 and will bring a "huge" increase in income as well as profits? First, are these contracts set in stone? And second, do you think these contracts will in fact make a "huge" difference in EIFs growth and stock price? Finally, is it worth buying the stock now in anticipation of this growth?

Upvote 18

Read Answer Asked by arnold on November 13, 2023

• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
  • View NBLY Profile
  • View Questions on NBLY

Q: hi, if the financing is not secured by mid January (new) transaction date, and the "deal" does not take place, where do you see the price of NBLY shares ending up? ie what is the possible downside of buying shares at current prices? cheers.

Upvote 9

Read Answer Asked by chris on November 13, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $62.39)
  • $62.39 P/E (TTM): 91.28X Cap: $141.16B
  • View BN Profile
  • View Questions on BN

Q: How were the earnings and guidance ~09 Nov ? Thank you.

Upvote 22

Read Answer Asked by Paul on November 13, 2023

• Sienna Senior Living Inc. (SIA $20.07)
  • $20.07 P/E (TTM): 44.38X Cap: $1.88B
  • View SIA Profile
  • View Questions on SIA

Q: Your comments on 3rd quarter results please.

Upvote 2

Read Answer Asked by JACK on November 13, 2023

• Medical Properties Trust Inc. (MPW $5.04)
  • $5.04 Cap: $3.03B
  • View MPW Profile
  • View Questions on MPW
• Axon Enterprise Inc. (AXON $551.79)
  • $551.79 P/E (TTM): 178.91X Cap: $44.52B
  • View AXON Profile
  • View Questions on AXON
• CrowdStrike Holdings Inc. (CRWD $487.47)
  • $487.47 Cap: $127.25B
  • View CRWD Profile
  • View Questions on CRWD
• Vertiv Holdings LLC Class A (VRT $161.74)
  • $161.74 P/E (TTM): 60.86X Cap: $61.65B
  • View VRT Profile
  • View Questions on VRT
• Celsius Holdings Inc. (CELH $43.81)
  • $43.81 P/E (TTM): 398.55X Cap: $11.30B
  • View CELH Profile
  • View Questions on CELH

Q: Hi Peter and Team
Now that the "B" word has been mentioned in reference to MPW I guess my buy and hold approach does not work this time. Could you suggest two or three possible stocks that could help toward a 60% recovery of funds in my RIF account .
Thanks

Upvote 8

Read Answer Asked by Gary on November 13, 2023

• The Trade Desk Inc. (TTD $36.19)
  • $36.19 P/E (TTM): 42.13X Cap: $17.72B
  • View TTD Profile
  • View Questions on TTD
• Perion Network Ltd (PERI $9.80)
  • $9.80 Cap: $453M
  • View PERI Profile
  • View Questions on PERI
• illumin Holdings Inc. (ILLM $0.99)
  • $0.99 Cap: $51M
  • View ILLM Profile
  • View Questions on ILLM
  • View Reports on ILLM

Q: What is your outlook for Illumin going forward, what do you think of the recent earnings. I seem to remember that you guys liked this stock before but if and when things pick up for this company will you guys like it for all the same reasons. How do they stack up against competition in the same market?Can you comment on insider ownership, any notable financial ratios (good or bad) and the overall management please. Thank you.

Upvote 6

Read Answer Asked by James on November 13, 2023

• Sylogist Ltd. (SYZ $5.56)
  • $5.56 Cap: $129M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ

Q: What did you think of the recent earnings and CEO's outlook?

TIA

Upvote 8

Read Answer Asked by Gerald on November 13, 2023

• Exchange Income Corporation (EIF $83.51)
  • $83.51 P/E (TTM): 30.52X Cap: $4.53B
  • View EIF Profile
  • View Questions on EIF
• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $28.30)
  • $28.30 P/E (TTM): 16.01X Cap: $665M
  • View GDI Profile
  • View Questions on GDI
  • View Reports on GDI

Q: Can I get your thoughts on the quarterly results for GDI and EIF?
Thank you, Keith

Upvote 7

Read Answer Asked by Keith on November 13, 2023

• Olympia Financial Group Inc. (OLY $114.02)
  • $114.02 P/E (TTM): 16.9X Cap: $271M
  • View OLY Profile
  • View Questions on OLY

Q: Hi Peter, Can I get your thoughts on OLY financials. Can you comment on Share Capital Table and holdiings. Also is it a buy?

Thank you for great service.

Upvote 6

Read Answer Asked by Frank on November 13, 2023

• Supremex Inc. (SXP $3.57)
  • $3.57 Cap: $87M
  • View SXP Profile
  • View Questions on SXP

Q: I am down considerably on SXP. Is it a hold or sell?

Upvote 1

Read Answer Asked by Merrilyn on November 13, 2023

• Natural Resource Partners LP Limited Partnership (NRP $102.87)
  • $102.87 P/E (TTM): 9.81X Cap: $1.37B
  • View NRP Profile
  • View Questions on NRP

Q: What are the tax implications when you receive distributions, or sell shares of a partnership such as NRP for a registered account?

Upvote 2

Read Answer Asked by Kevin on November 13, 2023

• iShares Global Real Estate Index ETF (CGR $30.55)
  • $30.55 P/E (TTM): 31.2X Cap: $241M
  • View CGR Profile
  • View Questions on CGR
• iShares Global REIT ETF (REET $24.87)
  • $24.87 P/E (TTM): 32.56X Cap: $4.13B
  • View REET Profile
  • View Questions on REET

Q: I am down on CGR and want to tax-loss proxy. Are there good proxy options for this ETF? Thank you!

Upvote 1

Read Answer Asked by Andrew on November 13, 2023

• Booking Holdings Inc. (BKNG $5,457.70)
  • $5,457.70 P/E (TTM): 34.54X Cap: $175.92B
  • View BKNG Profile
  • View Questions on BKNG
• Eli Lilly and Company (LLY $1,062.19)
  • $1,062.19 P/E (TTM): 50.27X Cap: $1T
  • View LLY Profile
  • View Questions on LLY
• United Rentals Inc. (URI $810.44)
  • $810.44 P/E (TTM): 21.08X Cap: $51.56B
  • View URI Profile
  • View Questions on URI
• Tesla Inc. (TSLA $475.31)
  • $475.31 P/E (TTM): 305.97X Cap: $1.58T
  • View TSLA Profile
  • View Questions on TSLA
• Crocs Inc. (CROX $90.66)
  • $90.66 P/E (TTM): 29.29X Cap: $4.66B
  • View CROX Profile
  • View Questions on CROX
• Axon Enterprise Inc. (AXON $551.79)
  • $551.79 P/E (TTM): 178.91X Cap: $44.52B
  • View AXON Profile
  • View Questions on AXON
• Perion Network Ltd (PERI $9.80)
  • $9.80 Cap: $453M
  • View PERI Profile
  • View Questions on PERI
• InMode Ltd. (INMD $14.33)
  • $14.33 Cap: $996M
  • View INMD Profile
  • View Questions on INMD
• eXp World Holdings Inc. (EXPI $10.02)
  • $10.02 Cap: $1.68B
  • View EXPI Profile
  • View Questions on EXPI

Q: For the listed companies, what would be your ranking in-terms of attractiveness if adding to a portfolio today?

Upvote 9

Read Answer Asked by Andrew on November 13, 2023

• Kinaxis Inc. (KXS $174.59)
  • $174.59 P/E (TTM): 102.93X Cap: $4.89B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Savaria Corporation (SIS $21.87)
  • $21.87 P/E (TTM): 25.38X Cap: $1.56B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• EQB Inc. (EQB $98.00)
  • $98.00 P/E (TTM): 14.8X Cap: $3.68B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Galaxy Digital Inc. Class A common stock (GLXY $33.82)
  • $33.82 Cap: $13.21B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Docebo Inc. (DCBO $30.20)
  • $30.20 P/E (TTM): 29.32X Cap: $870M
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
  • View Questions on NVEI
• Lumine Group Inc. (LMN $27.19)
  • $27.19 P/E (TTM): 107.74X Cap: $6.97B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: For the listed companies, what would be your ranking in-terms of attractiveness if adding to a portfolio today?

Upvote 40

Read Answer Asked by Andrew on November 13, 2023

• Hartford Schroders Commodity Strategy ETF (HCOM)
  • P/E (TTM): 23.84X Cap: $9M
  • View HCOM Profile
  • View Questions on HCOM

Q: SCHRODERS IS OFFERING .09% BONDS. THUS, HOW SAFE ARE THEY? D0 THEY HAVE GOOD CASH (BALANCE SHEET),CASH FLOW, LOW DEBT?

Upvote 1

Read Answer Asked by Herbert on November 13, 2023

• Tiny Ltd. (TINY $10.10)
  • $10.10 Cap: $297M
  • View TINY Profile
  • View Questions on TINY

Q: Is the high debt load consuming this company's cash? What is the cash burn rate as you see it and what are the payments on the debt currently? Thanks.

Upvote 2

Read Answer Asked by Michael on November 13, 2023

• goeasy Ltd. (GSY $123.61)
  • $123.61 P/E (TTM): 8.9X Cap: $1.98B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: The information I have, they have beat their forecast in the last 3 quarters by a wide margin. If this is the case, who sets the forecast, if it is the company, do the low ball their forecast. Also, Yahoo Finance shows a 3% dividend, is that paid quarterly.

Upvote 21

Read Answer Asked by Earl on November 13, 2023

• Upstart Holdings Inc. (UPST $46.05)
  • $46.05 P/E (TTM): 205.62X Cap: $4.80B
  • View UPST Profile
  • View Questions on UPST

Q: Hi guys,

With the year end fast approaching, I was wondering if UPST is worth keeping or just use the capital loss ?

Thanks,

Jim

Upvote 1

Read Answer Asked by jim on November 13, 2023