Investment Q&A

• Royal Bank of Canada (RY $177.48)
  • $177.48 P/E (TTM): 19.19X Cap: $250.16B
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• Toronto-Dominion Bank (The) (TD $100.09)
  • $100.09 P/E (TTM): 10.24X Cap: $172.40B
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• Bank of Nova Scotia (The) (BNS $76.53)
  • $76.53 P/E (TTM): 16.04X Cap: $95.32B
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• Canadian Imperial Bank Of Commerce (CM $99.07)
  • $99.07 P/E (TTM): 12.34X Cap: $92.55B
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Q: Can you comment on how much exposure the Canadian banks have to commercial real estate in the US and Canada? It sounds like office towers are of particular concern. Could you also comment on residential mortgage risks. And how much impact it could have on the stock prices.
Thanks.

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Read Answer Asked by Brian on May 12, 2023

• Absolute Software Corporation (ABST $15.20)
  • $15.20 Cap: $807M
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Q: What is your assessment of the takeover of Absolute by Crosspoint partners? Can I assume that it is highly unlikely that there will be a competing bid? Would you therefore sell it now or wait for the shares to be taken up at the offer price?

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Read Answer Asked by Geoffrey on May 12, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: I owned NVEI and sold out a short time ago. If I were to re-enter the stock, what do you feel would be a reasonable price range to begin accumulating at.
Thank You for your great service.

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Read Answer Asked by Clarence on May 12, 2023

• Nutrien Ltd. (NTR $80.77)
  • $80.77 P/E (TTM): 55.11X Cap: $39.37B
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Q: Is NTR a good hold? I held it for years and have gone round trip with price.

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Read Answer Asked by Dean on May 12, 2023

• Docebo Inc. (DCBO $41.49)
  • $41.49 P/E (TTM): 40.39X Cap: $1.22B
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Q: What is your view of the earnings report. It didn't look that bad.

Peter

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Read Answer Asked by Peter on May 12, 2023

• Payfare Inc. Class A Common Shares (PAY $4.00)
  • $4.00 P/E (TTM): 13.79X Cap: $191M
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Q: why the drop? weak forecast? would you hold or move on?

JR

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Read Answer Asked by JR on May 12, 2023

• Envista Holdings Corporation (NVST $20.48)
  • $20.48 Cap: $3.40B
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• Docebo Inc. (DCBO $30.34)
  • $30.34 P/E (TTM): 40.39X Cap: $899M
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Q: Would you kindly comment on the recent earnings reports for both Docebo and Envista. Do you see each company as a buy/hold/sell at the moment. Thanks

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Read Answer Asked by Richard on May 12, 2023

• Exchange Income Corporation (EIF $65.99)
  • $65.99 P/E (TTM): 26.83X Cap: $3.38B
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Q: Hello Leaf’s fans. To be clear I am a Canucks fan and a long term holder of Eif.
What do you like and dislike about Eif.?
You didn’t include in your response to top ten Canadian dividend stocks question.
Thanks and Happy Mother’s Day

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Read Answer Asked by Alan on May 12, 2023

• Finning International Inc. (FTT $60.29)
  • $60.29 P/E (TTM): 16.98X Cap: $8.11B
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• Toromont Industries Ltd. (TIH $140.49)
  • $140.49 P/E (TTM): 23.73X Cap: $11.42B
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Q: What are your thoughts regarding their earnings report last night and would you prefer FTT or Toromont ? Thanks

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Read Answer Asked by Michael on May 11, 2023

• Pet Valu Holdings Ltd. (PET $33.28)
  • $33.28 P/E (TTM): 26.0X Cap: $2.33B
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Q: Hello
Could you comment on PET quarterly results?
Expenses are up, eps down. Apparently market not happy.

Thank you very much.
Stephane

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Read Answer Asked by Stephane on May 11, 2023

• Harvest Healthcare Leaders Income ETF (HHL $6.94)
  • $6.94 P/E (TTM): 56.1X Cap: $1.35B
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• Health Care Select Sector SPDR (XLV $133.01)
  • $133.01 P/E (TTM): 65.74X Cap: $32.67B
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• iShares U.S. Medical Devices ETF (IHI $61.10)
  • $61.10 P/E (TTM): 105.73X Cap: $4.32B
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• Vanguard Health Care ETF (VHT $245.95)
  • $245.95 P/E (TTM): 62.29X Cap: $15.25B
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• Harvest Healthcare Leaders Income ETF (HHL.B $7.97)
  • $7.97 P/E (TTM): 56.1X Cap: $17M
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Q: Good Morning
Would like your opinion on the Harvest Health Care ETFs? Need to increase health care in portfolio. Is there another way to invest in health care that you would be preferable?
Would it be advisable to be Hedged or Un-Hedged?
Thank you.

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Read Answer Asked by Heather on May 11, 2023

• Lion Electric Company (The) (LEV $0.35)
  • $0.35 Cap: $78M
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Q: Hi, Could you please comment on LEV earnings. Thank you

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Read Answer Asked by francis on May 11, 2023

• Flutter Entertainment Plc (PDYPF)
  • Cap: $36.20B
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Q: Your thoughts please on the latest quarter from Flutter and when Fanduel might be listed in the US.?

Thx

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Read Answer Asked by blake on May 11, 2023

Q: How do you think introduction of CBDC will impact the entire banking sector in both Canada and USA?

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Read Answer Asked by Timour on May 11, 2023

• Decisive Dividend Corporation (DE $7.45)
  • $7.45 P/E (TTM): 58.66X Cap: $147M
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Q: Can you please comment on recent earnings and your overall views on this company.

Thanks

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Read Answer Asked by Greg on May 11, 2023

• Decisive Dividend Corporation (DE $7.45)
  • $7.45 P/E (TTM): 58.66X Cap: $147M
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Q: Can you comment on earnings. Thanks

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Read Answer Asked by Bruce on May 11, 2023

• Bank of Nova Scotia (The) (BNS $76.53)
  • $76.53 P/E (TTM): 16.04X Cap: $95.32B
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• Enbridge Inc. (ENB $63.73)
  • $63.73 P/E (TTM): 23.56X Cap: $138.93B
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• Sun Life Financial Inc. (SLF $83.33)
  • $83.33 P/E (TTM): 15.23X Cap: $47.36B
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• Fortis Inc. (FTS $68.79)
  • $68.79 P/E (TTM): 20.78X Cap: $34.50B
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• Restaurant Brands International Inc. (QSR $93.86)
  • $93.86 P/E (TTM): 23.06X Cap: $42.67B
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• WSP Global Inc. (WSP $281.55)
  • $281.55 P/E (TTM): 51.42X Cap: $36.74B
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• TMX Group Limited (X $55.83)
  • $55.83 P/E (TTM): 34.68X Cap: $15.52B
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• Toromont Industries Ltd. (TIH $140.49)
  • $140.49 P/E (TTM): 23.73X Cap: $11.42B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $11.51)
  • $11.51 P/E (TTM): 26.77X Cap: $3.36B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.52)
  • $82.52 P/E (TTM): 43.34X Cap: $133.06B
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Q: Hi Gang

What are your top ten Canadian dividend stocks at this time
With a 5 yr investment time line

Thanks Mike B

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Read Answer Asked by Mike on May 11, 2023

• dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL $7.92)
  • $7.92 Cap: $1.56B
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Q: Why the drop? Keep or sell?

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Read Answer Asked by Ross on May 11, 2023

• Livent Corporation (LTHM)
  • P/E (TTM): 3.41X Cap: $2.96B
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Q: the merger between livent and allkem.
what is your opinion and do you think there might be another bidder and who would it be for if so ake or lthm. dave

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Read Answer Asked by david on May 11, 2023

• Toronto-Dominion Bank (The) (TD $100.09)
  • $100.09 P/E (TTM): 10.24X Cap: $172.40B
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• Pason Systems Inc. (PSI $11.60)
  • $11.60 P/E (TTM): 12.89X Cap: $915M
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• Precision Drilling Corporation (PD $74.80)
  • $74.80 P/E (TTM): 10.67X Cap: $1.02B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $73.61)
  • $73.61 P/E (TTM): 36.99X Cap: $8.44B
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• Champion Iron Limited Ordinary Shares (CIA $3.76)
  • $3.76 P/E (TTM): 14.14X Cap: $1.94B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.55)
  • $15.55 P/E (TTM): 21.3X Cap: $1.50B
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• Trisura Group Ltd. (TSU $41.20)
  • $41.20 P/E (TTM): 18.07X Cap: $1.96B
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• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.11X Cap: $3.71B
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Q: atz,goos,cia,pd,td,tsu,This stocks are big looser for me, which to keep or sell or replaced?.

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Read Answer Asked by Nizar on May 11, 2023