Investment Q&A

• Vanguard Retirement Income ETF Portfolio (VRIF $26.67)
  • $26.67 P/E (TTM): 0.52X Cap: $298M
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Q: Hi - I resend the question about this product, a “smart” GIC:

RBC® Canadian Banking MarketSmart GIC.

What do you think, for a RRIF, could be an alternative to VRIF?

Thanks

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Read Answer Asked by Ray on October 18, 2023

Q: Please indicate why the exchange of BN, a great company over new shares of BNR?
Wise switch of investment, and why?

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Read Answer Asked by Harold on October 18, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $64.59)
  • $64.59 P/E (TTM): 107.73X Cap: $143.65B
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Q: What do you think of the offer to exchange BN shares for Brookfield Reinsurance?
John

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Read Answer Asked by John on October 18, 2023

• Parkland Corporation (PKI $39.96)
  • $39.96 P/E (TTM): 23.91X Cap: $6.96B
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Q: Good morning, Parkland is hitting fifty-two week highs lately. Do you think it might be too late to buy in for about a three year period, thanks.

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Read Answer Asked by Pat on October 18, 2023

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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Q: Comments on PLC’s sale of part of its portfolio yesterday? How will market react? And does this have anything to do south the company’s decision re Carriage services offer to purchase and rescinding the offer?

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Read Answer Asked by Kelly on October 18, 2023

• BCE Inc. (BCE $32.06)
  • $32.06 P/E (TTM): 71.28X Cap: $30.16B
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $30.54)
  • $30.54 Cap: $19.92B
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• Brookfield Renewable Corporation Class A Subordinate (BEPC $43.26)
  • $43.26 Cap: $15.77B
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Q: I have some US$ and want to buy BEPC:US. I held BEP:US and a few years ago and faced higher taxes on dividends and maybe capital gains from the US with a partnership - can you confirm this will not be the case with BEPC:US? I also just bought BCE:US - can you please confirm that I will still get the Canadian dividend tax credit for with BCE:US and BEPC:US.
Thanks!

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Read Answer Asked by Grant on October 18, 2023

Q: Peter,

Excellent presentation on Oct 17th re the things to look for in financial statements!


Paul

Upvote 1

Read Answer Asked by paul on October 18, 2023

• Tyson Foods Inc. (TSN $51.41)
  • $51.41 P/E (TTM): 23.05X Cap: $18.29B
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Q: I own Tyson in my RRSP and am down 42%. I understand that the company has taken several actions to improve results and think I should continue to hold considering that I am receiving a 4% dividend. I would appreciate your views on Tysons potential for growth. Thanks.

Upvote 0

Read Answer Asked by Gerry on October 18, 2023

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.93)
  • $5.93 Cap: $1.64B
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Q: Do you see anything being done differently at Telus International that might portend a rebound to higher valuations? Is this just another hohum company using the “words” of the day to sell their “used cars” or is there really something to them and the rocket is set to launch?

Upvote 0

Read Answer Asked by Stephen on October 18, 2023

• ATS Corporation (ATS $38.58)
  • $38.58 Cap: $3.64B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.93)
  • $5.93 Cap: $1.64B
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Q: Like most, I'm down on TIXT - time to average down or switch to something like ATS which is off about 20% from its high? Looking long-term on this...thanks

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Read Answer Asked by Michael on October 18, 2023

• ARC Resources Ltd. (ARX $25.87)
  • $25.87 P/E (TTM): 6.03X Cap: $15.08B
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Q: What is the percentage production for Arx between gas and oil?Do you like this name currently?

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Read Answer Asked by Kim on October 18, 2023

• Dye & Durham Limited (DND $5.15)
  • $5.15 Cap: $344M
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Q: DND is potentially buying back 10% of the float - should I be encouraged by this or concerned that it just adds to their already high leverage? Wondering if I should be averaging down here or is it just throwing good money after bad. Thanks

Upvote 0

Read Answer Asked by Michael on October 18, 2023

• BlackBerry Limited (BB $6.85)
  • $6.85 Cap: $3.94B
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• BlackBerry Limited (BB $4.88)
  • $4.88 Cap: $2.82B
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Q: Hello,
Has BB mentioned any time frame for their split ? Any news from Veritas offer ?

Upvote 1

Read Answer Asked by Denise on October 18, 2023

• Crown Castle Inc. (CCI $90.22)
  • $90.22 Cap: $39.76B
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Q: Is a dividend cut a significant risk for this Cie (although it is considered an "aristocrat" US div.
Cie) ?

Upvote 0

Read Answer Asked by Jean-Yves on October 18, 2023

Q: Hi, I just missed Peter's webinar. I wish you guys would consider doing these after work like 4 pm so our time is more flexible.

Mid day creates a lot of uncertainty.

Can you please give me a link to here the replay of it.

Thanks


Sheldon

Upvote 0

Read Answer Asked by Sheldon on October 18, 2023

• Fortinet Inc. (FTNT $86.43)
  • $86.43 P/E (TTM): 33.55X Cap: $64.51B
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• Palo Alto Networks Inc. (PANW $220.24)
  • $220.24 P/E (TTM): 135.3X Cap: $146B
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• Qualys Inc. (QLYS $123.26)
  • $123.26 P/E (TTM): 24.46X Cap: $4.46B
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• CrowdStrike Holdings Inc. (CRWD $543.01)
  • $543.01 Cap: $135.18B
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Q: Hearing more and more cyber attacks are occurring. And sense as global economic tensions increase so will the severity and impact of these attacks. What are your top 3 companies that provide protection and solutions for this critical area of business?

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Read Answer Asked by Chris on October 18, 2023

• NVIDIA Corporation (NVDA $202.49)
  • $202.49 P/E (TTM): 58.99X Cap: $4.93T
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Q: How is todays news going to effect nvda stock going forward.

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Read Answer Asked by don on October 18, 2023

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.09)
  • $12.09 P/E (TTM): 25.27X Cap: $3.51B
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Q: My discount broker commented that DIR.UN "is running out of steam" and that the largest shareholder sold 800,000 shares last week at $13.02. It is significant to note that the said shareholder now owns no units of the REIT.
Recently you indicated that this REIT is one of your top 5 favourites.
Can you please comment whether this is still your favourite REIT ? Is the insider selling significant? I will appreciate further if it is a hold, sell or a buy.
Thanks

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Read Answer Asked by Terry on October 18, 2023

• NVIDIA Corporation (NVDA $202.49)
  • $202.49 P/E (TTM): 58.99X Cap: $4.93T
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Q: Hi all
NVDA has been restricted from buying chips from China. What US (OR other country..) chip companies may benefit from NVDA buying elsewhere?
Much thanks

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Read Answer Asked by El-ann on October 18, 2023

• Topicus.com Inc. (TOI $138.00)
  • $138.00 P/E (TTM): 66.39X Cap: $11.01B
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• Lumine Group Inc. (LMN $33.50)
  • $33.50 P/E (TTM): 124.27X Cap: $8.48B
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Q: Hi Peter, can I get your thoughts on Topicus. Can you provide P/Ebitda multiple. With the sell off would you buy today.

Also can you provide comparison with LMN.

Thanks

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Read Answer Asked by Frank on October 18, 2023