Investment Q&A

• Lundin Mining Corporation (LUN $15.83)
  • $15.83 Cap: $13.58B
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• Capstone Copper Corp. (CS $9.14)
  • $9.14 P/E (TTM): 63.59X Cap: $6.66B
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• Copper Mountain Mining Corporation (CMMC $2.49)
  • $2.49 Cap: $441M
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Q: Looking ahead at copper plays as I believe the macro backdrop favors electrification in the auto/power train sector. What top 3 copper plays would you recommend for a 3-5 year hold?

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Read Answer Asked by Chris on June 22, 2022

• Slate Grocery REIT (SGR.UN $14.18)
  • $14.18 P/E (TTM): 15.8X Cap: $852M
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Q: With the acqusition do you see a stock issue ahead or how is it funded ?

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Read Answer Asked by terrance on June 22, 2022

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: Blackstone bought a position in May 2020 and paid book value for the shares. The stock is now trading at 87% of the book value. It would not surprise me if they are looking to buy out the company. In any event, the stock seems undervalued.

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Read Answer Asked by Murray on June 22, 2022

• Miscellaneous (MISC)
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Q: if the u.s. or canada eliminated the gas tax, this would cause less demand destruction as more people would drive as the price of gasoline would drop, hence supply would get even tighter-so my question is why is the price of oil down 5 dollars this am on this news. dave

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Read Answer Asked by david on June 22, 2022

• Costco Wholesale Corporation (COST $980.80)
  • $980.80 P/E (TTM): 56.57X Cap: $433.47B
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• Alphabet Inc. (GOOG $202.88)
  • $202.88 P/E (TTM): 21.98X Cap: $2.38T
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• Intuitive Surgical Inc. (ISRG $469.32)
  • $469.32 P/E (TTM): 69.41X Cap: $168.41B
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• NVIDIA Corporation (NVDA $182.31)
  • $182.31 P/E (TTM): 57.88X Cap: $4.41T
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• Constellation Software Inc. (CSU $4,691.96)
  • $4,691.96 P/E (TTM): 98.64X Cap: $98.54B
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• Kinaxis Inc. (KXS $201.45)
  • $201.45 P/E (TTM): 416.79X Cap: $5.50B
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• Stewart Information Services Corporation (STC $67.11)
  • $67.11 P/E (TTM): 26.02X Cap: $1.83B
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• Topicus.com Inc. (TOI $181.96)
  • $181.96 P/E (TTM): 95.43X Cap: $23.76B
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Q: I bought NVIDIA years ago and have been considering trimming as I’m overweight, and now want to take advantage of stocks that have recently dropped. I am a long term investor focused on growth with medium-high risk, what 3-4 stocks Canadian and U.S. do you recommend to help compliment my holdings? My US holdings are GOOG, COST, ISRG, V and my CAD tech holdings are CSU, TOI, KXS, and STC.

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Read Answer Asked by Nick on June 22, 2022

• Bank of Nova Scotia (The) (BNS $76.99)
  • $76.99 P/E (TTM): 16.02X Cap: $95.53B
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• National Bank of Canada (NA $146.52)
  • $146.52 P/E (TTM): 13.83X Cap: $57.13B
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Q: I have held BNS for some time and wonder if it is still worth holding onto. I was considering a switch to National Bank. What would be your rationale supporting this switch? And, on the other hand , why would you not make this move?

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Read Answer Asked by John on June 22, 2022

Q: I am relatively new to investing and started when the pandemic began. Since I started I feel like my learning has been like drinking from a fire hose. More of an education question: now that inflation continues to increase and central banks do what they can to slow it down, I am wondering under what conditions do central banks start to look at reducing interest rates again. I have never been through any of this before so trying to get a better understanding, especially as I look to buy a house at some point.

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Read Answer Asked by Justin on June 22, 2022

• Camden Property Trust (CPT $105.73)
  • $105.73 P/E (TTM): 97.68X Cap: $11.43B
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• Mid-America Apartment Communities Inc. (MAA $141.18)
  • $141.18 P/E (TTM): 29.23X Cap: $16.38B
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• Global X Equal Weight Canadian REITs Index ETF (REIT $21.89)
  • $21.89 Cap: $3M
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• BSR Real Estate Investment Trust (HOM.UN $17.00)
  • $17.00 Cap: $650M
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Q: Hi, Are there any Reits based in Texas? I think a lot of people are moving to Texas and reits with holdings there should do well..What are your thoughts?

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Read Answer Asked by Shyam on June 22, 2022

• Whitecap Resources Inc. (WCP $10.13)
  • $10.13 P/E (TTM): 6.99X Cap: $5.95B
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Q: Hey 5i: Currently down 20% range would you suggest buy hold or crystalize a sell and best switch options ? Thanks Larry

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Read Answer Asked by Larry on June 22, 2022

• Lockheed Martin Corporation (LMT $426.63)
  • $426.63 P/E (TTM): 24.42X Cap: $100.56B
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• Northrop Grumman Corporation (NOC $582.92)
  • $582.92 P/E (TTM): 23.26X Cap: $84.10B
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• AeroVironment Inc. (AVAV $252.99)
  • $252.99 P/E (TTM): 170.18X Cap: $11.86B
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• SPDR S&P Aerospace & Defense ETF (XAR $215.75)
  • $215.75 P/E (TTM): 92.97X Cap: $3.90B
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• L3Harris Technologies Inc. (LHX $272.71)
  • $272.71 P/E (TTM): 32.84X Cap: $51.22B
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• RTX Corporation (RTX $156.03)
  • $156.03 P/E (TTM): 45.67X Cap: $208.49B
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Q: hi, with military spending increasing globally, which companies do you see benefitting and worthwhile investing in? is there a time frame or just slowly building a position? thks

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Read Answer Asked by pietro on June 22, 2022

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: TCN has been absolutely crushed in this market. Do you continue to like the company?
If so why? Would now be a reasonable time to acquire shares or would it be better to continue sitting on the sidelines until we see some signs of interest rates stabilizing? And what is your sense as to when this might happen?

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Read Answer Asked by John on June 22, 2022

• Miscellaneous (MISC)
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Q: Hi, GIC rates are increasing. Where do you see them in 6, 9, 12, 18, 24 months? Any strategy to propose, laddered approach ? Most 1Y GIC now have the highest rate, but probably too soon to buy ?

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Read Answer Asked by Denise on June 22, 2022

• Fortis Inc. (FTS $70.01)
  • $70.01 P/E (TTM): 20.38X Cap: $35.03B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $53.98)
  • $53.98 Cap: $7.21B
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Q: Would you switch from FTS to BIPC to take a tax loss and keep BIPC instead?

Thx

Yves

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Read Answer Asked by Yves on June 22, 2022

• Canadian Natural Resources Limited (CNQ $41.45)
  • $41.45 P/E (TTM): 12.08X Cap: $87.51B
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• Tourmaline Oil Corp. (TOU $57.72)
  • $57.72 P/E (TTM): 14.5X Cap: $21.79B
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• Kelt Exploration Ltd. (KEL $6.72)
  • $6.72 P/E (TTM): 27.4X Cap: $1.33B
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Q: With the recent pullback do you think this is a good time to acquire a position in Kelt? What is your outlook going forward and are there any companies that you would recommend instead?
Thanks for you input

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Read Answer Asked by William on June 22, 2022

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $53.98)
  • $53.98 Cap: $7.21B
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Q: Since the split this stock has been on a steady decline. I am seriously thinking of pulling the trigger to realize the current gain.
Your opinion please, before I perhaps regret my decision.
Thanks

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Read Answer Asked by Rick on June 22, 2022

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $58.35)
  • $58.35 P/E (TTM): 55.32X Cap: $3.79B
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Q: There seemed to be quite a large performance spread on June 21 between XQQ and the underlying Nasdaq index. This etf is currency hedged. Do you have any insight on this discrepancy? Thanks

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Read Answer Asked by Jeremy on June 22, 2022

• Algonquin Power & Utilities Corp. (AQN $7.92)
  • $7.92 Cap: $6.22B
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• goeasy Ltd. (GSY $198.41)
  • $198.41 P/E (TTM): 12.23X Cap: $3.35B
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.59)
  • $6.59 P/E (TTM): 20.78X Cap: $715M
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• Exchange Income Corporation (EIF $67.70)
  • $67.70 P/E (TTM): 27.04X Cap: $3.46B
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Q: Can you give me some of your favourite beaten down stocks right now that are eligible for the Canadian dividend tax credit? I have a non-registered portfolio for income and am looking to add some capital. Thank you!

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Read Answer Asked by TK on June 22, 2022

• Nextech3D AI Corporation Com (NTAR $0.10)
  • $0.10 Cap: $12M
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Q: would appreciate your current opinion on Nextech AR as it has now more than doubled from its recent low on much-increased volume. Thanks

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Read Answer Asked by george on June 21, 2022

• Air Canada Voting and Variable Voting Shares (AC $19.33)
  • $19.33 P/E (TTM): 4.8X Cap: $6.14B
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Q: I purchase this stock in 2019 for 50.00 a share. It just keeps dropping and dropping.
With it now around 17.00 per share, is it finally a sell?
If so, is there another stock that could be purchased to hopefully make up some of the losses.

Thank you,
John G.

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Read Answer Asked by John on June 21, 2022

• Berkshire Hathaway Inc. (BRK.B $462.72)
  • $462.72 P/E (TTM): 0.01X Cap: $995.54B
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Q: This is a follow up to my previous question regarding impact on share prices if BOOK VALUE takes a hit at the end of Q 2.

My intent was to find out if there is any correlation historically between BOOK VALUE dropping and a proportionate drop in market value. (????)

Sorry for any confusion.

Thank you.

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Read Answer Asked by Donald on June 21, 2022