Investment Q&A

• Berkshire Hathaway Inc. (BRK.B $491.81)
  • $491.81 P/E (TTM): 16.94X Cap: $1.05T
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.01)
  • $63.01 P/E (TTM): 105.05X Cap: $141.36B
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Q: Hello

Is BN like a Canadian version of BRK.B.

With the major difference BN pays a small dividend and breaks up its assets like BAM.

Would you own both or do you prefer one over the other.

Thank you.

Mike

Upvote 0

Read Answer Asked by Mike on October 04, 2023

• Nutrien Ltd. (NTR $79.43)
  • $79.43 P/E (TTM): 186.0X Cap: $38.59B
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Q: I have a position in Nutrien where I'm now more or less breakeven. I'm considering adding after the drop... thoughts?

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Read Answer Asked by Brett on October 04, 2023

• Eli Lilly and Company (LLY $812.43)
  • $812.43 P/E (TTM): 52.26X Cap: $768.92B
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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 $61.24)
  • $61.24 Cap: $8.08B
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• Brookfield Business Corporation Class A Exchangeable Subordinate Voting Shares (BBUC $49.20)
  • $49.20 Cap: $4.71B
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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 $40.78)
  • $40.78 P/E (TTM): 31.06X Cap: $58.55B
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• Albemarle Corporation (ALB $91.27)
  • $91.27 Cap: $10.74B
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• Sociedad Quimica y Minera S.A. (SQM $42.39)
  • $42.39 P/E (TTM): 17.66X Cap: $12.10B
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• Livent Corporation (LTHM)
  • P/E (TTM): 3.41X Cap: $2.96B
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• Standard Lithium Ltd. (SLI $5.83)
  • $5.83 Cap: $1.20B
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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

Upvote 0

Read Answer Asked by michael on October 04, 2023

• Bank of Nova Scotia (The) (BNS $89.73)
  • $89.73 P/E (TTM): 17.28X Cap: $112.08B
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.01)
  • $63.01 P/E (TTM): 105.05X Cap: $141.36B
  • View BN Profile
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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?

Upvote 0

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 $6.11)
  • $6.11 Cap: $1.74B
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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 $15.07)
  • $15.07 P/E (TTM): 16.57X Cap: $891M
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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 $4.95)
  • $4.95 Cap: $1.25B
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Q: please comment on well news today re acquisition, dilution effect and potential
valuation going forward.

Upvote 0

Read Answer Asked by howard on October 03, 2023

• goeasy Ltd. (GSY $159.52)
  • $159.52 P/E (TTM): 9.67X Cap: $2.56B
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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 $13.12)
  • $13.12 Cap: $1.38B
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• Black Stone Minerals L.P. representing limited partner interests (BSM $12.85)
  • $12.85 P/E (TTM): 10.88X Cap: $2.72B
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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

Upvote 0

Read Answer Asked by michael on October 03, 2023

• BCE Inc. (BCE $33.64)
  • $33.64 P/E (TTM): 72.78X Cap: $31.37B
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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

Upvote 0

Read Answer Asked by Sheldon on October 03, 2023

• ECN Capital Corp. (ECN $2.93)
  • $2.93 Cap: $824M
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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!

Upvote 0

Read Answer Asked by Robert on October 03, 2023

• Royal Bank of Canada (RY $205.27)
  • $205.27 P/E (TTM): 15.6X Cap: $288.64B
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• Toronto-Dominion Bank (The) (TD $113.11)
  • $113.11 P/E (TTM): 9.46X Cap: $192.29B
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• Bank of Nova Scotia (The) (BNS $89.73)
  • $89.73 P/E (TTM): 17.28X Cap: $112.08B
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• Canadian Imperial Bank Of Commerce (CM $113.41)
  • $113.41 P/E (TTM): 13.69X Cap: $105.22B
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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?

Upvote 0

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.

Upvote 0

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?

Upvote 0

Read Answer Asked by Trevor on October 03, 2023

• Bank of Nova Scotia (The) (BNS $89.73)
  • $89.73 P/E (TTM): 17.28X Cap: $112.08B
  • View BNS Profile
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• BCE Inc. (BCE $33.64)
  • $33.64 P/E (TTM): 72.78X Cap: $31.37B
  • 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 ?

Upvote 0

Read Answer Asked by Robbie on October 03, 2023