Investment Q&A

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X
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• Alimentation Couche-Tard Inc. (ATD $81.14)
  • $81.14 P/E (TTM): 21.66X Cap: $76.19B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $174.65)
  • $174.65 P/E (TTM): 143.69X Cap: $229.23B
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• Savaria Corporation (SIS $25.69)
  • $25.69 P/E (TTM): 29.27X Cap: $5.78B
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• Boyd Group Services Inc. (BYD $217.98)
  • $217.98 P/E (TTM): 222.18X Cap: $6.11B
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Q: I am missing the above in my balanced portfolio. Which two would you add first in the new year.
Thanks, Rod

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Read Answer Asked by Rod on December 09, 2022

• Evolve Innovation Index Fund (EDGE $40.94)
  • $40.94 P/E (TTM): 29.47X Cap: $31M
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Q: What do you think about EDGE at this time for a long term hold?

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Read Answer Asked by Chris on December 09, 2022

• W.W. Grainger Inc. (GWW $1,108.07)
  • $1,108.07 P/E (TTM): 31.51X Cap: $54.40B
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Q: What are you thoughts about Gww. I a surprised it is near its 12 week high

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Read Answer Asked by Leon on December 09, 2022

• Athabasca Oil Corporation (ATH $8.93)
  • $8.93 P/E (TTM): 9.59X Cap: $4.20B
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Q: what is your opinion on the 2023 budget and capital allocation , market does not seem to like it.
dave

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Read Answer Asked by david on December 09, 2022

Q: So, I understand how CDRs work, I think, but what happens to the dividend income on the shares involved. As a CDR investor do you share in this income?

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Read Answer Asked by Leonard on December 09, 2022

• Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
  • $44.24 P/E (TTM): 147.69X
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Q: Good morning,

Can you tell me your opinion on MAGT. I double my money right now , should I take profit or let it run.

Thank you

Martin

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Read Answer Asked by Martin on December 09, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.61)
  • $12.61 Cap: $1.75B
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Q: Your opinion on LSPD please. Is it buyable now? thank you. Fooklin

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Read Answer Asked by Fooklin on December 09, 2022

• Sanmina Corporation (SANM $126.59)
  • $126.59 P/E (TTM): 29.89X Cap: $7.62B
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Q: Other issues aside, any thoughts on this company and its prospects? Buy/sell/hold?

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Read Answer Asked by Doug on December 09, 2022

• H&R Real Estate Investment Trust (HR.UN $10.13)
  • $10.13 Cap: $2.84B
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• Primaris Real Estate Investment Trust (PMZ.UN $17.12)
  • $17.12 P/E (TTM): 36.98X Cap: $2.04B
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Q: I have both HR.un and PMZ.un because of spin off. I want to sell one or both for a Tax Loss. Is either one have potentail over next few years?

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Read Answer Asked by Kathy on December 09, 2022

Q: I am looking for a stock screener that will give me a list of Preferred Stock that will reset in the next 6 months. Any idea where I may find one?

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Read Answer Asked by Larry M. on December 09, 2022

• Trulieve Cannabis Corp (TRUL $8.64)
  • $8.64 Cap: $1.60B
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Q: TRUL price has dropped quite a bit over the last few sessions. Anything other than year end tax loss selling going on? I'm holding a small position in anticipation of a recovery in a few years.

Thanks.

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Read Answer Asked by Robert on December 09, 2022

• Enbridge Inc. (ENB $72.84)
  • $72.84 P/E (TTM): 28.03X Cap: $159.19B
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• Brookfield Renewable Partners L.P. (BEP.UN $42.13)
  • $42.13 Cap: $28.40B
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Q: which do you prefer at current prices for stability and some capital growth within a rrsp.

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Read Answer Asked by Nigel on December 09, 2022

• goeasy Ltd. (GSY $39.98)
  • $39.98 P/E (TTM): 8.41X Cap: $798M
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Q: your opinion on GSY please. Is it buyable now? Thank you. Fooklin

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Read Answer Asked by Fooklin on December 09, 2022

• Verde Agritech Ltd. Ordinary Shares (NPK $1.26)
  • $1.26 Cap: $66M
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Q: Do you feel Verdes current share price is a relatively safe location to accumulate more shares? The horizon for holding would be 1-2 years with periodic assessments.

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Read Answer Asked by Frederick on December 09, 2022

• Brookfield Asset Management Reinsurance Partners Ltd. Class A Exchangeable Limited Voting Shares (BAMR)
  • P/E (TTM): 3.7X Cap: $2.09B
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Q: What is your view on BAMR. It has not well since I bought it. Any decent prospects?

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Read Answer Asked by Margot on December 09, 2022

• McDonald's Corporation (MCD $324.50)
  • $324.50 P/E (TTM): 27.68X Cap: $232.96B
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• Yum! Brands Inc. (YUM $156.18)
  • $156.18 P/E (TTM): 28.8X Cap: $44B
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• Restaurant Brands International Inc. (QSR $97.37)
  • $97.37 P/E (TTM): 31.35X Cap: $45.44B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
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• Domino's Pizza Inc (DPZ $399.15)
  • $399.15 P/E (TTM): 23.6X Cap: $13.46B
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Q: I've read recently that digitalization has transformed MCD, and vastly improved margins in the process. I've also been reading how in general, robotics and automation is starting to get a toe-hold in some fast food restaurants.

This is asking a bit about looking into your crystal ball but do you see some similar positive transformation in either QSR and / or AW.UN in the future ?

I've also noticed that in recent responses to questions that you see value in these two names. I think QSR's P/E is about 21 which seems a bit on the high side. Is it ?

How well do companies like this do in a recession? One would think people would not have the extra cash to go eat at restaurants in that environment.

Upvote 1

Read Answer Asked by James on December 09, 2022

• Vertex Resource Group Ltd. (VTX $0.19)
  • $0.19 Cap: $20M
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Q: An opinion please.

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Read Answer Asked by Bill on December 09, 2022

• Newmont Corporation (NEM $115.97)
  • $115.97 P/E (TTM): 18.3X Cap: $129.34B
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• Agnico Eagle Mines Limited (AEM $300.22)
  • $300.22 P/E (TTM): 25.38X Cap: $154.53B
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• SilverCrest Metals Inc. (SIL $14.63)
  • $14.63 P/E (TTM): 17.82X
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• Sprott Physical Gold Trust (PHYS $53.51)
  • $53.51 P/E (TTM): 24.9X Cap: $21.65B
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Q: Hello,
I am down in phys, aem, and sil but down the most in phys. can you recommend a proxy for tax loss harvesting to replace all 3 or should I sell phys and sil and replace with aem?
thanks

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Read Answer Asked by Mary on December 09, 2022

• Enghouse Systems Limited (ENGH $17.91)
  • $17.91 P/E (TTM): 13.85X Cap: $997M
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Q: What does the market expect next week for their quarter?

Thx

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Read Answer Asked by blake on December 09, 2022

• Dye & Durham Limited (DND $4.93)
  • $4.93 Cap: $335M
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Q: your opinion on DND please. is it buyable now? Thank you, Fooklin

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Read Answer Asked by Fooklin on December 09, 2022