Investment Q&A

• Bank of Nova Scotia (The) (BNS $90.68)
  • $90.68 P/E (TTM): 17.34X Cap: $112.58B
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• BCE Inc. (BCE $33.33)
  • $33.33 P/E (TTM): 72.59X Cap: $31.08B
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• Sun Life Financial Inc. (SLF $85.98)
  • $85.98 P/E (TTM): 15.69X Cap: $48.87B
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• Fortis Inc. (FTS $71.96)
  • $71.96 P/E (TTM): 21.25X Cap: $36.23B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $56.89)
  • $56.89 Cap: $20.71B
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Q: What are your five favourite dividend stocks with growth possibilities at the moment? Please include one in the utility sector (perhaps a renewable). Thank you as always, Pete in Calgary.

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Read Answer Asked by Peter on March 02, 2022

• Aecon Group Inc. (ARE $28.49)
  • $28.49 P/E (TTM): 72.49X Cap: $1.79B
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Q: What is your opinion of Aecons earnings report? I was quite disappointed and the share price drop today suggests many others feel the same. Is this still a growth stock or is it dead money? Should i dump it? (and perhaps buy DIR as it has come down because of the share offering?)

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Read Answer Asked by arnold on March 02, 2022

• Amerigo Resources Ltd. (ARG $2.70)
  • $2.70 P/E (TTM): 19.48X Cap: $443M
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Q: Can you please comment on the recent results of Amerigo Resources Ltd.

Thanks

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Read Answer Asked by Scott on March 02, 2022

• Kinross Gold Corporation (K $33.52)
  • $33.52 P/E (TTM): 18.91X Cap: $41.12B
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• Magna International Inc. (MG $64.69)
  • $64.69 P/E (TTM): 10.8X Cap: $18.22B
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Q: Apparently Canada will ban crude oil imports from Russia. Are there any other petrochemicals that we import from Russia? How will this affect Canadian companies and which companies do you see benefiting the most from this move?
Thanks for your advice.
Ian

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Read Answer Asked by Ian on March 02, 2022

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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Q: With the tragedy of the Russia-Ukraine war breaking out and the sanctions put in place, do you think the Canadian blue-chip energy co's such as IPL are facing headwinds or tailwinds right now? Wondering if this is a time to take profits or consider riding with Canada energy looking like a desirable alternative these days. Thanks

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Read Answer Asked by Elliott on March 02, 2022

• Enbridge Inc. (ENB $65.65)
  • $65.65 P/E (TTM): 23.19X Cap: $143.18B
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Q: Starting to look at enbridge for the dividend. Is is sustainable at this payout rate and how does it look for the upcoming years. Thanks.

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Read Answer Asked by steven on March 02, 2022

• LendingClub Corporation (LC $18.43)
  • $18.43 P/E (TTM): 28.52X Cap: $2.09B
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Q: What are your thoughts on LC . The last comment was a long time ago
Thanks

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Read Answer Asked by Leon on March 02, 2022

• Vanguard FTSE Developed Europe All Cap Index ETF (VE $44.07)
  • $44.07 P/E (TTM): 8.4X Cap: $475M
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Q: Best ETF for Europe exposure, 10 year time frame?

Thanks,
G

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Read Answer Asked by Geoffrey on March 02, 2022

• Adobe Inc. (ADBE $353.52)
  • $353.52 P/E (TTM): 22.71X Cap: $147.98B
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• Salesforce Inc. (CRM $254.83)
  • $254.83 P/E (TTM): 37.07X Cap: $242.59B
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• United Rentals Inc. (URI $913.33)
  • $913.33 P/E (TTM): 23.68X Cap: $58.76B
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• lululemon athletica inc. (LULU $178.17)
  • $178.17 P/E (TTM): 12.22X Cap: $20.21B
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• Rent-A-Center Inc. (RCII)
  • P/E (TTM): 83.7X Cap: $1.50B
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• Crocs Inc. (CROX $82.82)
  • $82.82 P/E (TTM): 22.83X Cap: $4.52B
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• DraftKings Inc. (DKNG $33.00)
  • $33.00 Cap: $16.38B
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Q: I am down 20 to 40 % on these equities.
I am considering harvesting a loss and moving to other names in their respective sectors. Please assess by my plan and provide any necessary input.
Swap LULU for CROX
Swap ADBE for CRM
Swap RCII for DKNG - I am less convinced it this third swap.

Thank you

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Read Answer Asked by Karim on March 02, 2022

• iShares MSCI Japan ETF (EWJ $82.50)
  • $82.50 P/E (TTM): 17.93X Cap: $15.27B
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Q: Could you please suggest one or two Japanese's ETF's to buy?

Warren just bought 4 company's in Japan.

Thank you.

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Read Answer Asked by Ross on March 02, 2022

• InMode Ltd. (INMD $15.31)
  • $15.31 Cap: $1.06B
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Q: This stock is down over 50%. Should I hold, sell, or add more. Your view. Thanks

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Read Answer Asked by Vinod on March 02, 2022

• QUALCOMM Incorporated (QCOM $168.94)
  • $168.94 P/E (TTM): 16.43X Cap: $182.28B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.12)
  • $242.12 P/E (TTM): 93.6X Cap: $314.60B
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• Roundhill Ball Metaverse ETF (METV $20.64)
  • $20.64 P/E (TTM): 39.34X Cap: $322M
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Q: Both these stocks are down. I am thinking of selling both and buying SHOP. Do you think it is a good move. Your Comments please. Thanks for the valuable guidance you always provide.

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Read Answer Asked by Vinod on March 02, 2022

• iShares MSCI Europe IMI Index ETF (CAD-Hedged) (XEH $36.83)
  • $36.83 P/E (TTM): 10.08X Cap: $267M
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• Vanguard FTSE Developed Europe All Cap Index ETF (VE $44.07)
  • $44.07 P/E (TTM): 8.4X Cap: $475M
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• BMO Europe High Dividend Covered Call ETF (ZWP $20.21)
  • $20.21 P/E (TTM): 54.53X Cap: $1.01B
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Q: For European blue chip exposure with attractive yield, CDN domiciled, for an income account, is ZWP the only/best option or are there alternative on the CDN exchange.

Looking for an etf with close to 1b in assets, with blue chip holdings, a minimum 3% yield to compliment a long term retirement income account

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Read Answer Asked by Harry on March 02, 2022

• MDA Space Ltd. (MDA $35.15)
  • $35.15 P/E (TTM): 38.54X Cap: $4.38B
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Q: What has the past year performance been on the stock. Any thoughts about this year?

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Read Answer Asked by Brian on March 02, 2022

• Sangoma Technologies Corporation (STC $7.39)
  • $7.39 Cap: $246M
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Any reason Sangoma dropped 7% this morning? Which stock would you side with?

Thank you,

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Read Answer Asked by Karen on March 02, 2022

Q: With an 11 dollar option price and closing of the deal expected in Q1, it seems like there is an opportunity in DWACW at 28 when DWAC has been consistently mid-80's and higher. Am I missing something?

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Read Answer Asked by Rick on March 02, 2022

• Parkland Corporation (PKI $40.65)
  • $40.65 P/E (TTM): 24.03X Cap: $7.08B
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• Boralex Inc. Class A Shares (BLX $27.73)
  • $27.73 Cap: $2.84B
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Q: Can you please provide your insights on Boralex and Parkland and their valuations.
How do you see them perform ?

Thank you

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Read Answer Asked by Kristelle on March 02, 2022

• Village Farms International Inc. (VFF $8.12)
  • $8.12 P/E (TTM): 35.11X Cap: $914M
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Q: Hi folks, opinion on Q results for Village Farms...have full position & stock has been hammered with rest of Cdn LP's & U.S. MSO's...how would U rate it as a Cdn LP...and is stock a Buy, Hold or Sell....merci beaucoup, jb Piedmont QC

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Read Answer Asked by John on March 02, 2022

• Aegon Ltd. New York Registry Shares (AEG $7.40)
  • $7.40 Cap: $14.84B
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Q: Considering the turmoil in Europe, would you sell Aegon N.V. (AEG)? What would you replace it with? Is there an ETF that could spread out the risk instead?

Thank you

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Read Answer Asked by Frank on March 02, 2022

• ATCO Ltd. Class I Non-voting Shares (ACO.X $54.16)
  • $54.16 P/E (TTM): 13.84X Cap: $6.08B
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• Parkland Corporation (PKI $40.65)
  • $40.65 P/E (TTM): 24.03X Cap: $7.08B
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• North West Company Inc. (The) (NWC $46.17)
  • $46.17 P/E (TTM): 16.46X Cap: $2.20B
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• Exchange Income Corporation (EIF $77.64)
  • $77.64 P/E (TTM): 30.45X Cap: $3.99B
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• Nutrien Ltd. (NTR $81.42)
  • $81.42 P/E (TTM): 186.14X Cap: $39.56B
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Q: In my RRIF account I hold NTR which has broke two of my sell/trim thresholds. It has grown by 100% and is now over 7% holding in this account, so I may trim back to a 5% holding. My short list to replace with a higher dividend income in mind are ACO.X, EIF, NWC, and PKI. Could I please get your ranking and if any should be removed from short list.

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Read Answer Asked by Roy on March 02, 2022