Investment Q&A

• First Capital Real Estate Investment Trust (FCR.UN $18.58)
  • $18.58 P/E (TTM): 20.15X Cap: $3.94B
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Q: Peter; Results seem fine to my layman’s eye. Could you comment and also address the Artis situation. Is this just a fly to be swatted away or more serious? Thanks
Rod

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Read Answer Asked by Rodney on February 14, 2023

• iShares Premium Money Market ETF (CMR $50.02)
  • $50.02 Cap: $2.23B
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• CI High Interest Savings ETF (CSAV $50.01)
  • $50.01 P/E (TTM): 34.16X Cap: $5.48B
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• Global X High Interest Savings ETF (CASH $50.08)
  • $50.08 Cap: $6.73B
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Q: I believe all of these ETF’s are paying close to 3%. How do they do this?

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Read Answer Asked by David M. on February 14, 2023

• Draganfly Inc. - Common Shares (DPRO $13.88)
  • $13.88 Cap: $262M
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Q: Has your opinion on DPRO changed and are they getting more contracts with higher earnings? thanks for your help.

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Read Answer Asked by Robert on February 14, 2023

Q: NBI U.S. High Conviction Equity Private Portfolio
what is it and your evaluation

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Read Answer Asked by Lorraine on February 14, 2023

• Patriot Battery Metals Inc. (PMET)
  • P/E (TTM): -21.5X Cap: $186M
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Q: Why the drop today? What do you make of it? Thanks

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Read Answer Asked by Charles on February 14, 2023

• MDA Space Ltd. (MDA $28.94)
  • $28.94 P/E (TTM): 38.19X Cap: $3.61B
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Q: Peter; Any news you see to account for the volume jump- and price? Thanks
Rod

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Read Answer Asked by Rodney on February 14, 2023

Q: Why are the natural gas stocks moving up today?

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Read Answer Asked by kenneth on February 14, 2023

• Palantir Technologies Inc. (PLTR $194.55)
  • $194.55 P/E (TTM): 662.7X Cap: $461.53B
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Q: Your thoughts on PLTR's latest earning?

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Read Answer Asked by Ron on February 14, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: where does it sat converge is releasing preliminary results today, i have looked everywhere, does not exist. dave

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Read Answer Asked by david on February 14, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $64.03)
  • $64.03 P/E (TTM): 107.73X Cap: $143.65B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.09)
  • $75.09 P/E (TTM): 36.9X Cap: $122.97B
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Q: Trying to understand why you seem to prefer BN over BAM.BAM has out preformed and has a higher dividend!!

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Read Answer Asked by terry on February 14, 2023

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Premium Brands Holdings Corporation (PBH $95.42)
  • $95.42 P/E (TTM): 45.58X Cap: $4.26B
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Q: Full positions held in mostly my Cash Account but some in my TFSA. Which of PBH and PLC do you prefer for Total Return over the next couple of years and a short explanation of why?

Thanks...Steve

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Read Answer Asked by Stephen on February 14, 2023

• Alaris Equity Partners Income Trust (AD.UN $19.59)
  • $19.59 P/E (TTM): 6.36X Cap: $889M
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Q: What do you think of the deal with Brookfield in BCC?

Cheers, Chris

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Read Answer Asked by Christopher on February 14, 2023

• Timken Company (The) (TKR $78.68)
  • $78.68 P/E (TTM): 18.01X Cap: $5.54B
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Q: I am looking to add an industrial stock to my portfolio and this one (Timken) looks interesting. Can I get your thoughts on it?

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Read Answer Asked by Dan on February 14, 2023

• FirstService Corporation (FSV $218.59)
  • $218.59 P/E (TTM): 49.72X Cap: $9.95B
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• North West Company Inc. (The) (NWC $45.05)
  • $45.05 P/E (TTM): 15.86X Cap: $2.14B
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• Exchange Income Corporation (EIF $76.75)
  • $76.75 P/E (TTM): 30.15X Cap: $3.94B
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• Richelieu Hardware Ltd. (RCH $37.73)
  • $37.73 P/E (TTM): 24.95X Cap: $2.08B
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Q: Best Canadian small cap dividend growers that have delivered shareholder value to date and have the potential continue to do so in the future. Your current opinion?
Thanks.

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Read Answer Asked by Lawrence on February 14, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Why would CTS announce 4th Q and year end 2022 preliminary results today (no time specified) and then release 4th Q results on March 16th before market opens?

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Read Answer Asked by Dave on February 14, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 100.1X Cap: $315.68B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
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Q: In a recent response, you ranked from your Growth Portfolio: KXS, NVEI, TCS, CTS, DND, TIXT, STC. Where would LSPD and SHOP fit in this ranking? What are your current expectations for LSPD and SHOP and would you buy them here?

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Read Answer Asked by David on February 14, 2023

• Meta Platforms Inc. (META $666.47)
  • $666.47 P/E (TTM): 27.27X Cap: $1.67T
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• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 29.34X Cap: $3.40T
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• The Walt Disney Company (DIS $111.84)
  • $111.84 P/E (TTM): 17.25X Cap: $201.08B
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• T-Mobile US Inc. (TMUS $210.65)
  • $210.65 P/E (TTM): 20.3X Cap: $235.61B
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Q: What names in US$ are you recommending in the communications sector. Thanks.

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Read Answer Asked by Gerry on February 14, 2023

• Toronto-Dominion Bank (The) (TD $114.64)
  • $114.64 P/E (TTM): 9.62X Cap: $195.71B
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Q: Which of these banks would you suggest and briefly why for an RRSP with a 10 year hold or is there another one you prefer

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Read Answer Asked by Del on February 14, 2023

• Gold Resource Corporation (GORO $0.73)
  • $0.73 Cap: $100M
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Q: What are your thoughts on GORO in light of today’s weakness? Do you see it recovering given enough time? How would you rate it as a silver play? Thanks.

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Read Answer Asked by Brian on February 14, 2023

• Sangoma Technologies Corporation (STC $6.92)
  • $6.92 Cap: $230M
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• Kinaxis Inc. (KXS $168.66)
  • $168.66 P/E (TTM): 141.19X Cap: $4.76B
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• TECSYS Inc. (TCS $35.51)
  • $35.51 P/E (TTM): 195.5X Cap: $526M
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• Dye & Durham Limited (DND $5.13)
  • $5.13 Cap: $344M
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.03)
  • $6.03 Cap: $1.67B
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Q: Please rank the above technical sectorequities that are in your Growth Portfolio for best expected performance for the next five years. Please provide comments on the top three to support your ranking.

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Read Answer Asked by David on February 14, 2023