Investment Q&A

• BMO Aggregate Bond Index ETF (ZAG $14.01)
  • $14.01 Cap: $12.27B
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• iShares Core Canadian Long Term Bond Index ETF (XLB $19.07)
  • $19.07 P/E (TTM): 5.13X Cap: $850M
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• Vanguard Canadian Aggregate Bond Index ETF (VAB $23.33)
  • $23.33 Cap: $6.97B
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• Vanguard U.S. Aggregate Bond Index ETF (CAD-hedged) (VBU)
  • Cap: $921M
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• iShares Core U.S. Aggregate Bond ETF (AGG $101.10)
  • $101.10 Cap: $140.33B
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• iShares 20+ Year Treasury Bond ETF (TLT $89.74)
  • $89.74 Cap: $45.27B
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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)
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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 $100.10)
  • $100.10 P/E (TTM): 37.61X Cap: $5.43B
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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)
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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 $60.28)
  • $60.28 P/E (TTM): 92.75X Cap: $135.34B
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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 $23.89)
  • $23.89 P/E (TTM): 50.98X Cap: $2.37B
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Q: Your comments on 3rd quarter results please.

Upvote 2

Read Answer Asked by JACK on November 13, 2023

• Medical Properties Trust Inc. (MPW)
  • Cap: $3.01B
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• Axon Enterprise Inc. (AXON $423.44)
  • $423.44 P/E (TTM): 136.88X Cap: $33.61B
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• CrowdStrike Holdings Inc. (CRWD $350.33)
  • $350.33 Cap: $88.31B
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• Vertiv Holdings LLC Class A (VRT $245.42)
  • $245.42 P/E (TTM): 91.98X Cap: $93.83B
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• Celsius Holdings Inc. (CELH $49.22)
  • $49.22 P/E (TTM): 439.27X Cap: $12.68B
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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 $24.17)
  • $24.17 P/E (TTM): 28.85X Cap: $11.68B
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• Perion Network Ltd (PERI $8.50)
  • $8.50 Cap: $409M
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• illumin Holdings Inc. (ILLM $0.94)
  • $0.94 Cap: $48M
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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 $4.02)
  • $4.02 Cap: $93M
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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 $100.10)
  • $100.10 P/E (TTM): 37.61X Cap: $5.43B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.51)
  • $36.51 P/E (TTM): 20.59X Cap: $859M
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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 $119.00)
  • $119.00 P/E (TTM): 17.89X Cap: $286M
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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 $3.63)
  • $3.63 Cap: $88M
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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 $124.91)
  • $124.91 P/E (TTM): 11.29X Cap: $1.61B
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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 $33.48)
  • $33.48 P/E (TTM): 31.0X Cap: $272M
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• iShares Global REIT ETF (REET $27.09)
  • $27.09 P/E (TTM): 32.27X Cap: $4.74B
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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 $3,870.83)
  • $3,870.83 P/E (TTM): 24.54X Cap: $122.60B
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• Eli Lilly and Company (LLY $1,058.56)
  • $1,058.56 P/E (TTM): 43.99X Cap: $998.60B
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• United Rentals Inc. (URI $882.70)
  • $882.70 P/E (TTM): 23.55X Cap: $55.60B
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• Tesla Inc. (TSLA $399.83)
  • $399.83 P/E (TTM): 381.31X Cap: $1.50T
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• Crocs Inc. (CROX $96.65)
  • $96.65 Cap: $4.85B
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• Axon Enterprise Inc. (AXON $423.44)
  • $423.44 P/E (TTM): 136.88X Cap: $33.61B
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• Perion Network Ltd (PERI $8.50)
  • $8.50 Cap: $409M
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• InMode Ltd. (INMD $14.20)
  • $14.20 Cap: $899M
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• eXp World Holdings Inc. (EXPI $7.29)
  • $7.29 Cap: $1.15B
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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 $119.08)
  • $119.08 P/E (TTM): 75.6X Cap: $3.34B
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• Savaria Corporation (SIS $25.75)
  • $25.75 P/E (TTM): 29.9X Cap: $1.84B
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• EQB Inc. (EQB $117.74)
  • $117.74 P/E (TTM): 17.92X Cap: $4.42B
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• Galaxy Digital Inc. Class A common stock (GLXY $27.86)
  • $27.86 Cap: $10.88B
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• Docebo Inc. (DCBO $22.60)
  • $22.60 P/E (TTM): 23.05X Cap: $649M
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Lumine Group Inc. (LMN $19.30)
  • $19.30 P/E (TTM): 75.56X Cap: $4.95B
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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
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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 $7.00)
  • $7.00 Cap: $205M
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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 $108.39)
  • $108.39 P/E (TTM): 8.55X Cap: $1.74B
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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 $27.26)
  • $27.26 Cap: $2.67B
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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