Investment Q&A

• Restaurant Brands International Inc. (QSR $93.97)
  • $93.97 P/E (TTM): 24.3X Cap: $40.61B
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• Acadian Timber Corp. (ADN $16.31)
  • $16.31 P/E (TTM): 20.54X Cap: $293M
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• Exchange Income Corporation (EIF $73.88)
  • $73.88 P/E (TTM): 28.59X Cap: $3.78B
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Q: I will have the cash shortly to add a new position in the income portfolio. Which of ADN, EIF or QSR would you add right now and why.

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Read Answer Asked by Tom on May 10, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Q1 looked pretty good...what is your take on the dividend? Is it the best use of capital going forward or is it only meant to make up for the strategic review closing...otherwise this looks like a company I'd like to buy/hold. Curious on what you think about it? Thanks as always.

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Read Answer Asked by Curtis on May 10, 2023

• Alaris Equity Partners Income Trust (AD.UN $18.58)
  • $18.58 P/E (TTM): 6.19X Cap: $843M
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Q: Your thoughts about the latest results please . do you consider them a buy , sell or hold ?

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Read Answer Asked by Thomas A.J. on May 10, 2023

• Axon Enterprise Inc. (AXON $719.40)
  • $719.40 P/E (TTM): 177.46X Cap: $55.84B
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Q: Thoughts on the recent share price drop?

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Read Answer Asked by Andre on May 10, 2023

• Alaris Equity Partners Income Trust (AD.UN $18.58)
  • $18.58 P/E (TTM): 6.19X Cap: $843M
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Q: Should I be concerned that today this stock dropped below 200 DMA on heavy volume. Fundamentally would you rate buy, sell, or hold.
Best Regards,
Harold

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Read Answer Asked by Harold on May 10, 2023

• Stella-Jones Inc. (SJ $80.94)
  • $80.94 P/E (TTM): 13.39X Cap: $4.41B
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Q: You seem to be more constructive on SJ in your latest report. Would SJ be an indirect way to play the EV market with the increase in demand for electricity and thus utility poles?

Thx

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Read Answer Asked by blake on May 10, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: What am I missing? Is this a headline reaction to a very small EPS miss? Please give me your analysis.

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Read Answer Asked by Geoffrey on May 10, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Is this a buying opportunity after the sell off today?

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Read Answer Asked by Gary on May 10, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Hello

I would like to know your thoughts on NVEI's earnings please.
Thank You

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Read Answer Asked by Herm on May 10, 2023

• Enbridge Inc. (ENB $69.30)
  • $69.30 P/E (TTM): 24.68X Cap: $150.83B
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Q: This morning’s news indigenous will ask judge for emergency shut down of line 5 due to river erosion. Decision to be made by the end of the week. Do you think this will happen and what will be the impact on the stock.

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Read Answer Asked by George on May 10, 2023

• Stella-Jones Inc. (SJ $80.94)
  • $80.94 P/E (TTM): 13.39X Cap: $4.41B
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Q: SJ reported this morning. Numbers looked good but in constant comparison, not quite as impressive but still up. What do you think? How should market react.

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Read Answer Asked on May 10, 2023

• H&R Block Inc. (HRB $51.32)
  • $51.32 P/E (TTM): 11.49X Cap: $6.84B
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Q: Hi , what’s your take on Hrb ? Buy, sell, or hold. Is the dividend safe? Thanks
Alnoor

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Read Answer Asked by Alnoor on May 10, 2023

• STAAR Surgical Company (STAA $27.17)
  • $27.17 Cap: $1.34B
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Q: What do you think of Staar's earnings and guidance ? Thank you.

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Read Answer Asked by Paul on May 10, 2023

• BlackBerry Limited (BB $6.62)
  • $6.62 Cap: $3.93B
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Q: What is your thoughts on BB is now a good time to buy in.
Jim.

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Read Answer Asked by James on May 10, 2023

• MustGrow Biologics Corp - Ordinary Shares (MGRO)
  • P/E (TTM): -31.3X Cap: $140M
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Q: Hi. Your thoughts on this company today?

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Read Answer Asked by Kelly on May 10, 2023

• PayPal Holdings Inc. (PYPL $68.19)
  • $68.19 P/E (TTM): 14.39X Cap: $63.68B
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Q: Could you please comment on their results and outlook?
Would you buy it today?

Thanks,
Milan

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Read Answer Asked by Milan on May 10, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $124.17)
  • $124.17 P/E (TTM): 18.51X Cap: $1.49B
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• Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A $10.00)
  • $10.00 P/E (TTM): 4.97X Cap: $112M
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• Preformed Line Products Company (PLPC $200.21)
  • $200.21 P/E (TTM): 22.91X Cap: $989M
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Q: My electrification theme has done remarkably well lately, in fairness I have owned HPS.a for many years, but now what?? They each appear to shifting from value plays to growth plays and while my gut says to take profits my brain says the trend is your friend and hold until growth plateaus. Would appreciate your opinion on the three of them and my favourable dilemma.

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Read Answer Asked by Jim on May 10, 2023

• HF Sinclair Corporation (DINO $52.03)
  • $52.03 Cap: $9.72B
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Q: Is there anything distinguishing this firm’s stock from other currently interesting oil & gas stock? If not, which firms have the best 2 to 3 year dividend + growth prospects in your estimation? Thanx!

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Read Answer Asked by David on May 10, 2023

• Axos Financial Inc. (AX $83.72)
  • $83.72 P/E (TTM): 11.39X Cap: $4.71B
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Q: Peter; Did AXOS get tarred with the US banking disaster brush which led to this buying opportunity? Thanks.rod

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Read Answer Asked by Rodney on May 10, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $82.28)
  • $82.28 P/E (TTM): 42.3X Cap: $9.35B
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Q: I do not hold a position in ATZ. Do you think taking a full position now makes sense?

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Read Answer Asked by John on May 10, 2023