Investment Q&A

• Kits Eyecare Ltd. (KITS $13.96)
  • $13.96 P/E (TTM): 126.0X Cap: $448M
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Q: Hi,

What your current thoughts on KITS Eyecare?

Thanks,
Scott

Upvote 1

Read Answer Asked by Scott on May 17, 2023

• NFI Group Inc. (NFI $13.86)
  • $13.86 Cap: $1.65B
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Q: In your monthly reports, you have been rating NFI as B. At the same time you have been advising against acquiring it at this bargain price because of high debt load. Could you please explain how do you rate the companies?

Upvote 0

Read Answer Asked by Ritwik on May 17, 2023

• Viemed Healthcare Inc. (VMD $6.39)
  • $6.39 P/E (TTM): 19.24X Cap: $253M
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Q: Hello,

Can you comment on the recent earnings and the outlook going forward?

Upvote 0

Read Answer Asked by sean on May 17, 2023

• Aris Mining Corporation (ARIS $14.17)
  • $14.17 P/E (TTM): 115.25X Cap: $2.86B
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Q: Could please give your opinion on Aris Mining and their recent earnings. Would it be a top pick in the junior minor sector or do like another company better.

Upvote 0

Read Answer Asked by Ian on May 17, 2023

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $121.88)
  • $121.88 P/E (TTM): 15.85X Cap: $27.34B
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• CDW Corporation (CDW $156.80)
  • $156.80 P/E (TTM): 19.54X Cap: $20.55B
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• Softchoice Corporation (SFTC $24.49)
  • $24.49 P/E (TTM): 25.32X Cap: $1.47B
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Q: Please provide your analysis of its quarterly results released this morning. Is it attractive at this price or are there better alternatives in its sub-sector?
Thanks, Tim.

Upvote 1

Read Answer Asked by tim on May 17, 2023

• Wheaton Precious Metals Corp. (WPM $137.22)
  • $137.22 P/E (TTM): 54.44X Cap: $62.29B
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• OR Royalties Inc. (OR $45.63)
  • $45.63 P/E (TTM): 104.75X Cap: $8.56B
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• Lundin Gold Inc. (LUG $96.31)
  • $96.31 P/E (TTM): 26.35X Cap: $23.23B
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• Sprott Physical Gold Trust (PHYS $42.60)
  • $42.60 P/E (TTM): 24.9X Cap: $17.18B
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• Sprott Physical Silver Trust (PSLV $22.66)
  • $22.66 Cap: $11.26B
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Q: If I were to move into Precious Metals, would you prefer a royalty, ETF, or individual stocks ? Thanks!

Upvote 1

Read Answer Asked by george on May 17, 2023

• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 22.89X Cap: $143.31B
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• Fortis Inc. (FTS $70.66)
  • $70.66 P/E (TTM): 20.59X Cap: $35.58B
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• Restaurant Brands International Inc. (QSR $93.89)
  • $93.89 P/E (TTM): 25.01X Cap: $42.48B
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• TMX Group Limited (X $49.92)
  • $49.92 P/E (TTM): 32.8X Cap: $13.88B
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• Toromont Industries Ltd. (TIH $157.45)
  • $157.45 P/E (TTM): 26.82X Cap: $12.79B
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• Thomson Reuters Corporation (TRI $216.17)
  • $216.17 P/E (TTM): 42.14X Cap: $97.42B
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Q: Good afternoon,

What would be your choice for best 5 stocks to own for maximum dividend yield? Also ENB or TRP and why? ( please mark me down for 2 questions)
Thank you

Upvote 0

Read Answer Asked by Brad on May 17, 2023

• Cardinal Energy Ltd. (CJ $7.94)
  • $7.94 P/E (TTM): 14.6X Cap: $1.27B
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Q: Kindly comment on CJ's 2023 Q1 results and also on if the downgrade by RBC is justified. Thanks.

Upvote 0

Read Answer Asked by Victor on May 17, 2023

• Methanex Corporation (MX $47.41)
  • $47.41 P/E (TTM): 10.0X Cap: $3.66B
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Q: Can you please comment on MX's latest earnings report? Would you be comfortable buying at the current share price, especially considering the expected new production from its Geismar project in Q4 2023?

Thanks as always for your expertise.

Upvote 0

Read Answer Asked by Richard on May 17, 2023

• Cleveland-Cliffs Inc. (CLF $12.26)
  • $12.26 Cap: $6.06B
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• Gerdau S.A. (GGB $3.45)
  • $3.45 P/E (TTM): 9.13X Cap: $7B
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Q: I own CLF. It has been a disaster, down 30% in a year.

Competitors such as GGBM & STLD have held up much better.

Can you assess the prospects of CLF and provide an opinion as to whether to hold or add to CLF or sell and move into a company like GGB with a 14% yield.

Thanks.

Upvote 0

Read Answer Asked by Donald on May 17, 2023

• Definity Financial Corporation (DFY $64.91)
  • $64.91 P/E (TTM): 19.4X Cap: $7.51B
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Q: Thoughts on quarter and market reaction?
Cheers, Chris

Upvote 1

Read Answer Asked by Christopher on May 17, 2023

• ADENTRA Inc. (ADEN $34.14)
  • $34.14 P/E (TTM): 11.04X Cap: $833M
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Q: Your thoughts on ADEN’s earnings please.

Upvote 0

Read Answer Asked by Theodore on May 17, 2023

• Maricann Group Inc. (MARI)
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Q: What is your assessment of Marimaca Copper?

Upvote 0

Read Answer Asked by Brian on May 17, 2023

• MDA Space Ltd. (MDA $28.94)
  • $28.94 P/E (TTM): 38.19X Cap: $3.61B
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Q: I have been following MDA waiting for a turnaround. I think you have been positive on future potential, but the trend has been down. Do you see any sign of change now?

Peter

Upvote 0

Read Answer Asked by Peter on May 17, 2023

• Alvopetro Energy Ltd. (ALV $6.50)
  • $6.50 P/E (TTM): 7.84X Cap: $238M
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Q: Have generated record March earnings, although April seems to be declining, which is expected based on seasonality. I did start a position a few months ago,wondering if what your thoughts are going forward and if this would warrant further accumulation.

Upvote 0

Read Answer Asked by Colleen on May 17, 2023

• Vanguard Global Value Factor ETF (VVL $59.80)
  • $59.80 P/E (TTM): 13.36X Cap: $530M
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• Vanguard Balanced ETF Portfolio (VBAL $36.97)
  • $36.97 P/E (TTM): 1.06X Cap: $4.16B
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• Vanguard All-Equity ETF Portfolio (VEQT $53.90)
  • $53.90 P/E (TTM): 1.85X Cap: $9.63B
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Q: I have stayed away from bonds but recently I think it's time to allocate some funds to bonds. I have holdings in VANGUARD ALL-EQ ETF PTFL (VEQT) and VANGUARD GL VAL FACTR ETF (VVL) and would like to divert these funds into all-in-one ETF funds with 60-40 equity-bond funds. What do you suggest?

Upvote 0

Read Answer Asked by Gary on May 17, 2023

• Valeura Energy Inc. (VLE $6.56)
  • $6.56 P/E (TTM): 2.26X Cap: $696M
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Q: Can you comment on earnings report. Thanks

Upvote 0

Read Answer Asked by Bruce on May 17, 2023

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Hello 5I
I would like your opinion on SQ, if it’s worth while hanging in or just move on. I’m in the red and wonder if I can put the money to better use.
Thanks
Maurice

Upvote 0

Read Answer Asked by Maurice on May 17, 2023

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $163.98)
  • $163.98 P/E (TTM): 18.02X Cap: $13.32B
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Q: What do you think of Canadian Tire's outlook post the earnings release - buy, sell or hold in this macro environment? Thanks

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Read Answer Asked by Michael on May 17, 2023

• TerraVest Industries Inc. (TVK $131.97)
  • $131.97 Cap: $2.86B
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Q: Comments on recent earnings. It appears this companyhas been making substantive acquisitions which has increased their debt load. Wondering if this is a concern? Would you be comfortable buying at this time and/or what price if any might you consider it worthy of being in ones portfolio.

Upvote 0

Read Answer Asked by Colleen on May 17, 2023