Investment Q&A

• Royal Bank of Canada (RY $225.27)
  • $225.27 P/E (TTM): 14.85X Cap: $313.11B
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• Magna International Inc. (MG $76.79)
  • $76.79 P/E (TTM): 18.84X Cap: $21.63B
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• Brookfield Corporation Class A Limited Voting Shares (BN $54.74)
  • $54.74 P/E (TTM): 77.5X Cap: $120.35B
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Q: Hi, These look a little oversold, who do you like for a full position for a the long term hold. Sector not a issue.

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Read Answer Asked by Brad on May 08, 2023

• Constellation Software Inc. (CSU $2,582.65)
  • $2,582.65 P/E (TTM): 76.65X Cap: $54.30B
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Q: Hello, Do you think that CSU stock's systemic decline on Thursday with over a $100 drop was caused by the report - NR after market close, of a cyber security breach, in certain parts of its divisions. In your view, is it concerning ? Thanks

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Read Answer Asked by rajeev on May 08, 2023

• iShares Core Canadian Long Term Bond Index ETF (XLB $18.52)
  • $18.52 P/E (TTM): 5.13X Cap: $813M
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• iShares 20+ Year Treasury Bond ETF (TLT $87.42)
  • $87.42 Cap: $44.15B
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Q: If Congress fails to increase the debt limit, how do you think it will impact the price of TLT and XLB? Thank you.

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Read Answer Asked by David on May 08, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $189.58)
  • $189.58 P/E (TTM): 27.13X Cap: $2.18B
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Q: The 1st q numbers looked good to me. Please review.The stock price still seems attractive, even with the run up.

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Read Answer Asked by Murray on May 08, 2023

• Tamarack Valley Energy Ltd. (TVE $10.89)
  • $10.89 Cap: $5.14B
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Q: When do they report? What do you anticipate the results to be? They claim very low break even costs that would support working capital and dividend. As well as growth. Are you able to validate their p/e? the company looks attractive based on potential and monthly div yield.

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Read Answer Asked by Chris on May 08, 2023

• Vermilion Energy Inc. (VET $16.79)
  • $16.79 Cap: $2.50B
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Q: Any new perspective or hope about VET at this very low point (and now big loss "on paper" ).., would you rank the stock as a hold, or sell for capital loss ? Thanks for your impression

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Read Answer Asked by Jean-Yves on May 07, 2023

Q: Hi 5i
As I've asked far too few questions and have load of question credits ... It's that time again ... what is 5i talking about internally that makes you all optimistic or pessimistic at this time? Would your views internally track the previous investor sentiment surveys and how does it differ (if it does).
Thanks

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Read Answer Asked by mike on May 07, 2023

• Royal Bank of Canada (RY $225.27)
  • $225.27 P/E (TTM): 14.85X Cap: $313.11B
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• Toronto-Dominion Bank (The) (TD $131.42)
  • $131.42 P/E (TTM): 10.25X Cap: $217.43B
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• Bank of Nova Scotia (The) (BNS $96.16)
  • $96.16 P/E (TTM): 23.19X Cap: $118.01B
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• Bank of Montreal (BMO $192.13)
  • $192.13 P/E (TTM): 14.66X Cap: $134.84B
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• Canadian Imperial Bank Of Commerce (CM $134.10)
  • $134.10 P/E (TTM): 13.63X Cap: $123.41B
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• Brookfield Renewable Partners L.P. (BEP.UN $43.02)
  • $43.02 Cap: $28.52B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $43.20)
  • $43.20 P/E (TTM): 16.81X Cap: $1.12B
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• Killam Apartment Real Estate Investment Trust (KMP.UN $16.36)
  • $16.36 P/E (TTM): 6.95X Cap: $2.02B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $13.11)
  • $13.11 P/E (TTM): 34.19X Cap: $3.77B
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• Brookfield Corporation Class A Limited Voting Shares (BN $54.74)
  • $54.74 P/E (TTM): 77.5X Cap: $120.35B
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Q: Good Afternoon,
I have owned Killam for a while. There has been no appreciable growth or dividend increase. What is the likelihood of either happening. Would I be better off selling Killam and purchasing another stock? If so, what stock would you suggest that would offer some growth and a good dividend. There is no tax implications as I hold Killam in my TFSA.
Thanks in advance for your opinion.
|Jane

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Read Answer Asked by Jane on May 07, 2023

• CAE Inc. (CAE $38.47)
  • $38.47 P/E (TTM): 32.14X Cap: $12.30B
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Q: Hello, do you think the growing use of AI will have negative or positive impact to a company like CAE?

Will you please comment on industries that could be negatively or positively impacted by AI?

Thank you.

Mike

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Read Answer Asked by Michael on May 07, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $112.25)
  • $112.25 Cap: $13.28B
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Q: Just my thoughts on the stock, it does not matter if you are Wal Mart or Target when you have to much inventory you have to sell it down at prices that do not make you any profit. There is nothing worse than marking down fashion clothing and trying to recover your cost on the items. With maybe a recession and more 50% off sales, yes the margins will be lower, until the merchandise supply is under control the company will probably struggle.
Thanks again

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Read Answer Asked by eugene on May 07, 2023

• BMO US High Dividend Covered Call ETF (ZWH $25.01)
  • $25.01 P/E (TTM): 19.98X Cap: $1.05B
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• CI Tech Giants Covered Call ETF (TXF $22.47)
  • $22.47 P/E (TTM): 0.25X Cap: $721M
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• BMO Canadian High Dividend Covered Call ETF (ZWC $21.63)
  • $21.63 P/E (TTM): 0.55X Cap: $2.12B
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Q: TXF Vs EIT.UN. Which would you prefer for overall total performance ( appreciation and dividend) over a holding period of 3-5 years. Or if any other preferences. Thanks

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Read Answer Asked by RUPINDER on May 07, 2023

• Butterfly Network Inc. Class A (BFLY $4.27)
  • $4.27 Cap: $995M
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Q: your current thoughts and future growth potential of bfly.

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Read Answer Asked by Ross on May 05, 2023

• International Petroleum Corporation (IPCO $36.49)
  • $36.49 P/E (TTM): 104.58X Cap: $3.95B
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Q: Please comment on recent results and forward looking growth and potential. Would you buy at these prices?

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Read Answer Asked by Chris on May 05, 2023

• Dream Industrial Real Estate Investment Trust (DIR.UN $13.11)
  • $13.11 P/E (TTM): 34.19X Cap: $3.77B
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Q: Can you explain Dreams announcement at the close today. It seems DIR has done a bought deal of 12.5M shares at a price of $14.20 (a little below todays close) to raise money which they will then use to buy back 12.5M A class preferred shares? This is a confusing one, why would they do this? Also will this hurt the regular DIR share price since its diluting the shares? Would you buy or is this a bad move? Thx

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Read Answer Asked by Adam on May 05, 2023

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: What do you think of PKI earnings. On surface, they look good. how should price react?

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Read Answer Asked on May 05, 2023

• Topicus.com Inc. (TOI $97.95)
  • $97.95 P/E (TTM): 310.55X Cap: $12.77B
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Q: I would be interested in your critical opinion of the latest financials release on TOI?In particular any shortcomings in the business model that concern you?

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Read Answer Asked by ANDREW on May 05, 2023

• Trisura Group Ltd. (TSU $44.45)
  • $44.45 P/E (TTM): 14.82X Cap: $2.11B
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Q: Trisura just annonced preliminary results for Q1. Could you comment please.

Thanks

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Read Answer Asked by Daniel on May 05, 2023

• Leon's Furniture Limited (LNF $25.63)
  • $25.63 P/E (TTM): 16.51X Cap: $1.75B
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Q: Any thoughts on what is going on with Leons the past few days? With the retail landscape seemingly taking a hit the last while with recession concerns, is this stock in for a fall?

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on May 05, 2023

• Crocs Inc. (CROX $79.54)
  • $79.54 Cap: $3.96B
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Q: Since Earnings Croxs has dropped precipitously . Do you still have faith in this company?

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Read Answer Asked by Marty on May 05, 2023

• Canadian Imperial Bank Of Commerce (CM $134.10)
  • $134.10 P/E (TTM): 13.63X Cap: $123.41B
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• goeasy Ltd. (GSY $38.38)
  • $38.38 P/E (TTM): 2.6X Cap: $542M
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Q: Would you endorse a switch from GSY to CM if one was looking for a more stable name with still good upside from current stock prices and a solid dividend yields

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Read Answer Asked by Stephen on May 05, 2023