Investment Q&A

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $36.11)
  • $36.11 P/E (TTM): 28.36X Cap: $5.54B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• Granite Real Estate Investment Trust (GRT.UN $87.93)
  • $87.93 Cap: $5.25B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• Dream Industrial Real Estate Investment Trust (DIR.UN $12.87)
  • $12.87 P/E (TTM): 34.19X Cap: $3.70B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: What are your favorite REIT's now?

Upvote 0

Read Answer Asked by Gregory on August 16, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $53.62)
  • $53.62 P/E (TTM): 77.5X Cap: $118.35B
  • View BN Profile
  • View Questions on BN

Q: Just as a follow up then would you sell shares that game from the spin off and put into BN

Upvote 0

Read Answer Asked by Cory on August 16, 2023

• Altus Group Limited (AIF $48.22)
  • $48.22 P/E (TTM): 5.37X Cap: $1.76B
  • View AIF Profile
  • View Questions on AIF
  • View Reports on AIF

Q: Can please comment on their Q2 2023 financial results? Stock popped on the news even though revenue, EBIDTA, EPS were all down y/y. Why?

Upvote 0

Read Answer Asked by Adam on August 16, 2023

Q: Splash Beverage Group. Can I have your analysis and do you think it’s investable?
Thanks

Upvote 0

Read Answer Asked by Curtis on August 16, 2023

Q: What has happened to the Sedar web site? I used to go there reguarly for information but the new site is impossible to navigate. Example I was looking for the formula used to reset the dividend on ECN.PR.C . I was able to find the rate and the dividend and the reset date on the company web site but I could not find the actual reset formula. So is there a way on the new Sedar website to get at documents filed by a listed company? Some thing I used to be able to do with one click. Thanks

Upvote 0

Read Answer Asked by Dennis on August 16, 2023

• BMO Equal Weight REITs Index ETF (ZRE $22.56)
  • $22.56 P/E (TTM): 25.68X Cap: $588M
  • View ZRE Profile
  • View Questions on ZRE
• BMO Equal Weight Utilities Index ETF (ZUT $27.90)
  • $27.90 P/E (TTM): 17.8X Cap: $821M
  • View ZUT Profile
  • View Questions on ZUT

Q: I would like to follow up on a question asked last week l, to choose between a reit etf and a utilities etf. And you advised the utility sector mapped here is better. Could you please advise on the dividend stock space in general to add in say telcos, banks, insurance and pipelines?
The broader discussion of the moment is about rates and their future path and relative value of earnings and dividends compared to t bills and low risk savings of the like.
Do you feel that any of these sectors are good buys at the moment? Could you maybe rank or group which you feel are best or just in vs out?
Thank you,

Peter

Upvote 0

Read Answer Asked by Peter on August 16, 2023

• Blackstone Inc. (BX $106.77)
  • $106.77 P/E (TTM): 27.52X Cap: $79.25B
  • View BX Profile
  • View Questions on BX
• Brookfield Corporation Class A Limited Voting Shares (BN $53.62)
  • $53.62 P/E (TTM): 77.5X Cap: $118.35B
  • View BN Profile
  • View Questions on BN

Q: As a curiosity I thought it would be interesting to compare these two, noting they seem to be competitors in many ways. Frankly bit looks like Blackstone trounces Brookfield on stock performance over almost every time length. Do you have any thoughts on comparing the two and Blackstone’s value as a financial alternative asset holder?

Upvote 0

Read Answer Asked by Peter on August 16, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $53.62)
  • $53.62 P/E (TTM): 77.5X Cap: $118.35B
  • View BN Profile
  • View Questions on BN

Q: BN is currently classified as being in the "Finance" sector. Should it be in Finance or in Real Estate?
I keep track of my securities using a spreadsheet and hold BN. When I look at my sector allocations, it always appears as though my "Finance" weighting is overweight and my "Real Estate" weighting is underweight, but I'm wondering if I should just change how I'm classifying them.

Thoughts?

Upvote 0

Read Answer Asked by Mike on August 16, 2023

• ECN Capital Corp. 6.25% Senior Unsecured Debentures (ECN.DB.B $100.05)
  • $100.05 P/E (TTM): 37.37X Cap: $28.18B
  • View ECN.DB.B Profile
  • View Questions on ECN.DB.B

Q: How will the new deal ECN just negotiated affect their debt specifically ecn.db.b?

Upvote 0

Read Answer Asked by Robert on August 16, 2023

• Tantalus Systems Holding Inc. (GRID $4.17)
  • $4.17 Cap: $213M
  • View GRID Profile
  • View Questions on GRID

Q: Based on your previous answers for tantalus systems GRID can you you please give your opinion on the recent earnings and the company and industry going forward. Has Pender increased their holdings or decreased in them and is there any other big investors invested in this stock that are noteworthy?

Upvote 1

Read Answer Asked by James on August 16, 2023

• Sea Limited American Depositary Shares each representing one Class A (SE $87.56)
  • $87.56 P/E (TTM): 116.22X Cap: $50.91B
  • View SE Profile
  • View Questions on SE

Q: Can you give some comments

Upvote 0

Read Answer Asked by Michael on August 16, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $53.62)
  • $53.62 P/E (TTM): 77.5X Cap: $118.35B
  • View BN Profile
  • View Questions on BN

Q: Why is BN doing so poorly?

Upvote 0

Read Answer Asked by Al on August 16, 2023

• Alphabet Inc. (GOOG $302.72)
  • $302.72 P/E (TTM): 27.89X Cap: $3.65T
  • View GOOG Profile
  • View Questions on GOOG
• Alphabet Inc. (GOOGL $303.92)
  • $303.92 P/E (TTM): 27.96X Cap: $3.65T
  • View GOOGL Profile
  • View Questions on GOOGL

Q: Remind me what the diff is between the two and which would you recommend.? My research (TD) gives the identical description for both companies.

Carl

Upvote 0

Read Answer Asked by Carl on August 15, 2023

• Fortinet Inc. (FTNT $85.15)
  • $85.15 P/E (TTM): 34.34X Cap: $61.73B
  • View FTNT Profile
  • View Questions on FTNT
• Palo Alto Networks Inc. (PANW $167.68)
  • $167.68 P/E (TTM): 92.27X Cap: $136.28B
  • View PANW Profile
  • View Questions on PANW
• Qualys Inc. (QLYS $98.55)
  • $98.55 P/E (TTM): 18.33X Cap: $3.55B
  • View QLYS Profile
  • View Questions on QLYS
• CrowdStrike Holdings Inc. (CRWD $430.37)
  • $430.37 Cap: $112.04B
  • View CRWD Profile
  • View Questions on CRWD

Q: US Cyber Security stocks seem to consolidate lately and form a bottom. Wich one do your prefer for a balance of growth, quality of management, history and balance sheet?

Thanks

Upvote 0

Read Answer Asked by Daniel on August 15, 2023

• Enerflex Ltd. (EFX $28.38)
  • $28.38 P/E (TTM): 41.4X Cap: $3.49B
  • View EFX Profile
  • View Questions on EFX

Q: your thoughts on quarterly results and future potential. Is it a buy in the 8.50 range?

Upvote 0

Read Answer Asked by kenneth on August 15, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $53.62)
  • $53.62 P/E (TTM): 77.5X Cap: $118.35B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $60.17)
  • $60.17 P/E (TTM): 28.87X Cap: $96.50B
  • View BAM Profile
  • View Questions on BAM

Q: Hi there, where would you prefer to have your money and do you still have high conviction in this company. Thanks

Upvote 0

Read Answer Asked by Cory on August 15, 2023

• RLI Corp. (DE) (RLI $62.07)
  • $62.07 P/E (TTM): 14.18X Cap: $5.68B
  • View RLI Profile
  • View Questions on RLI

Q: Any comments in general on RLI Corp (insurance) ?

Upvote 0

Read Answer Asked by Reg on August 15, 2023

• Knight Therapeutics Inc. (GUD $6.19)
  • $6.19 Cap: $608M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: Hi
What is your opinion of Knight’s latest quarterly results. Thanks

Kenn

Upvote 1

Read Answer Asked by Kenneth on August 15, 2023

• Danaher Corporation (DHR $190.01)
  • $190.01 P/E (TTM): 18.55X Cap: $132.46B
  • View DHR Profile
  • View Questions on DHR

Q: The multiple seems high but maybe it’s always been like this with Danaher. Concerns on why this might not be a good time to get in?

Upvote 0

Read Answer Asked by Eugene on August 15, 2023

• illumin Holdings Inc. (ILLM $0.78)
  • $0.78 Cap: $41M
  • View ILLM Profile
  • View Questions on ILLM
  • View Reports on ILLM

Q: I received a long letter from BMO asking for a decision of "offer to purchase". And that i must respond by August 25. What is your advice please? And must I phone BMO either way,?
Much thanks as always

Upvote 0

Read Answer Asked by El-ann on August 15, 2023