Investment Q&A

• Lockheed Martin Corporation (LMT $474.79)
  • $474.79 P/E (TTM): 26.97X Cap: $109.86B
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• WSP Global Inc. (WSP $243.67)
  • $243.67 P/E (TTM): 36.14X Cap: $31.82B
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• TFI International Inc. (TFII $145.58)
  • $145.58 P/E (TTM): 27.39X Cap: $11.97B
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• ATS Corporation (ATS $36.77)
  • $36.77 Cap: $3.60B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• Jacobs Solutions Inc. (J $132.38)
  • $132.38 P/E (TTM): 56.28X Cap: $15.72B
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Q: Goood morning. Thank you for reading my email. I’m looking for Industrial stock suggestions on both the US and Canadian exchanges.

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Read Answer Asked by Marla on November 15, 2022

• VIQ Solutions Inc. (VQS $0.20)
  • $0.20 Cap: $13M
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Q: Hello, obviously the markets did not like Q3 results for VIQ Solutions, what are your thoughts on this company, do you think this was possibly a market over reaction? Interesting that an insider was buying in September 100,000 shares at $1. What do you think the main issues are here causing the decline?

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Read Answer Asked by Bryan on November 15, 2022

• Altius Minerals Corporation (ALS $39.46)
  • $39.46 P/E (TTM): 5.17X Cap: $1.82B
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Q: Can you comment on their latest earnings, and why the selloff?

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Read Answer Asked by Larry M. on November 15, 2022

• DREAM Unlimited Corp. Class A Subordinate Voting Shares (DRM $17.93)
  • $17.93 P/E (TTM): 9.97X Cap: $753M
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Q: Could you comment on DRM's earnings? Thanks!

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Read Answer Asked by Jeff on November 15, 2022

• Toast Inc. Class A (TOST $35.50)
  • $35.50 P/E (TTM): 81.87X Cap: $20.87B
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Q: Please comment on the latest quarterly results for TOST. Clayton

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Read Answer Asked by Clayton on November 15, 2022

• Starbucks Corporation (SBUX $85.21)
  • $85.21 P/E (TTM): 36.81X Cap: $96.89B
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Q: I am holding a call on SBUX, with substantial profit, ! year to go, hold or sell?? thanks, Jim

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Read Answer Asked by jim on November 15, 2022

• Definity Financial Corporation (DFY $75.39)
  • $75.39 P/E (TTM): 22.29X Cap: $9.16B
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Q: Hi there,

What are your thoughts on DFY? The stock looks like it has been acting well. Do you have any updates on the company and would you be a buyer? Are there any red flags?

Thanks!

Upvote 1

Read Answer Asked by Michael on November 15, 2022

Q: Please provide the pros and cons of investing in "Step Up Extendible Notes." I note that they are not covered by CDIC. Would this be a safe investment? Many thanks for your guidance.

Stella

Upvote 0

Read Answer Asked by Stella on November 15, 2022

• ECN Capital Corp. (ECN $3.03)
  • $3.03 P/E (TTM): 110.02X Cap: $853M
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• Anaergia Inc. (ANRG $2.53)
  • $2.53 Cap: $430M
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Q: Hi 5I. Down 20-30 % on Anrg and CTS. What do you think of selling one and buying ECN?
If so which one would you sell?
Seems like ECN has significant upside as well.
Thanks.

Upvote 0

Read Answer Asked by Tyler on November 15, 2022

• Brookfield Renewable Partners L.P. (BEP.UN $36.80)
  • $36.80 Cap: $25.18B
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• Algonquin Power & Utilities Corp. (AQN $8.40)
  • $8.40 Cap: $6.45B
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• Innergex Renewable Energy Inc. (INE $13.74)
  • $13.74 P/E (TTM): 72.32X Cap: $2.79B
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• Boralex Inc. Class A Shares (BLX $24.99)
  • $24.99 Cap: $2.56B
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• Invesco Solar ETF (TAN $47.25)
  • $47.25 P/E (TTM): 18.42X Cap: $945M
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• iShares S&P Global Clean Energy Index Fund (ICLN $16.00)
  • $16.00 P/E (TTM): 40.93X Cap: $1.83B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $51.28)
  • $51.28 Cap: $19.19B
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• First Trust NASDAQ Clean Edge Green Energy Idx Fd (QCLN $43.36)
  • $43.36 P/E (TTM): 7.12X Cap: $524M
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Q: Hi 5i,

I currently own the above noted renewable energy utilities. I am thinking of selling AQN. If I did so, (and I would like to keep it in renewables) would you recommend putting the proceeds towards one of the above or something like NPI or possibly a renewable energy ETF. Could you recommend 1 to 3 ETFs?

Thanks!!

Upvote 0

Read Answer Asked by Brian on November 15, 2022

• American Tower Corporation (REIT) (AMT $178.49)
  • $178.49 P/E (TTM): 28.75X Cap: $83.55B
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• Crown Castle Inc. (CCI $88.25)
  • $88.25 Cap: $38.43B
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• Prologis Inc. (PLD $128.07)
  • $128.07 P/E (TTM): 37.98X Cap: $118.95B
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• Stag Industrial Inc. (STAG $37.49)
  • $37.49 P/E (TTM): 28.89X Cap: $6.94B
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• Digital Realty Trust Inc. (DLR $148.39)
  • $148.39 P/E (TTM): 39.61X Cap: $50.97B
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• Alexandria Real Estate Equities Inc. (ARE $47.56)
  • $47.56 Cap: $8.11B
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• EastGroup Properties Inc. (EGP $182.51)
  • $182.51 P/E (TTM): 38.47X Cap: $9.73B
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• Mid-America Apartment Communities Inc. (MAA $137.09)
  • $137.09 P/E (TTM): 28.05X Cap: $15.46B
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• Sun Communities Inc. (SUI $124.13)
  • $124.13 P/E (TTM): 15.58X Cap: $15.11B
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• Invitation Homes Inc. (INVH $27.36)
  • $27.36 P/E (TTM): 28.02X Cap: $16.45B
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Q: Hi,
I'm interested in these US REITs. Can you rank them best to worst for a longterm holder, and comment on the best account type to hold them in?
I know you've said that in general REITs are best held in a TFSA, but are there any exceptions to that guideline among them.
Thanks

Upvote 1

Read Answer Asked by Camille on November 15, 2022

• Algonquin Power & Utilities Corp. (AQN $8.40)
  • $8.40 Cap: $6.45B
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Q: does AQN make an attractive take-over candidate at current prices or marginally lower prices...would look to harvest tax loss but trying to assess risks of that strategy...would it be more attractive to a US peer vs. Can...many thanks...cheers

Upvote 0

Read Answer Asked by Cam on November 14, 2022

• Sangoma Technologies Corporation (STC $6.94)
  • $6.94 Cap: $229M
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Q: I will sell my shares of sangoma for tax loss purpose and plan to rebuy after 31 days. Do you think I should use a proxy or just wait the time ? Thanks !

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Read Answer Asked by jean on November 14, 2022

• Kelt Exploration Ltd. (KEL $7.35)
  • $7.35 P/E (TTM): 25.39X Cap: $1.46B
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Q: Could you please give your opinion on Kelt and their report this morning.

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Read Answer Asked by William on November 14, 2022

Q: Best Canadian tax-loss selling candidates for our watchlists (any industry)?

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Read Answer Asked by Stephen on November 14, 2022

• Mattr Corp. (MATR $7.88)
  • $7.88 P/E (TTM): 13.38X Cap: $482M
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Q: lana, i know i am out of questions, but subtract from my renewal at month end.
opinion on shawcor earnings-i own quite a bit ,i know they were good, but 5is opinion counts. dave

Upvote 0

Read Answer Asked by david on November 14, 2022

• Walmart Inc. (WMT $115.66)
  • $115.66 Cap: $921.82B
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Q: The profile shows WMT price to free cash flow as approximately -1800. Is that correct and if so what does that mean?

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Read Answer Asked by Cheryl on November 14, 2022

• The Hershey Company (HSY $188.94)
  • $188.94 P/E (TTM): 28.03X Cap: $38.31B
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Q: Thoughts on this company's metrics if one's portfolio is low in consumer staples. Buy, sell, or hold? If you don't like which consumer staples companies in the US are better and is it a bad time to add knowing they have done well in a bad market. Thinking people may sell and rotate into tech. Thank you!

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Read Answer Asked by Neil on November 14, 2022

• Alphabet Inc. (GOOG $298.06)
  • $298.06 P/E (TTM): 30.54X Cap: $3.69T
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• Microsoft Corporation (MSFT $476.12)
  • $476.12 P/E (TTM): 33.88X Cap: $3.53T
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• Salesforce Inc. (CRM $258.14)
  • $258.14 P/E (TTM): 34.03X Cap: $241.87B
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Q: I wish to take a tax loss on Microsoft. Can you please suggest one or 2 proxies for a 30 day hold until a repurchase? Thank you for your excellent service

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Read Answer Asked by Leonard on November 14, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.25)
  • $16.25 Cap: $2.20B
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• Toast Inc. Class A (TOST $35.50)
  • $35.50 P/E (TTM): 81.87X Cap: $20.87B
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Q: Please comment on their respective quarters as it relates to the overall industry in general. Clayton

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Read Answer Asked by Clayton on November 14, 2022