Investment Q&A

• iShares Russell 2000 Growth ETF (IWO $328.51)
  • $328.51 P/E (TTM): 22.34X Cap: $13.20B
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• Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF (VSS $142.33)
  • $142.33 P/E (TTM): 10.91X Cap: $8.28B
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• iShares Russell 2000 ETF (IWM $245.44)
  • $245.44 P/E (TTM): 17.01X Cap: $67.91B
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Q: Hello, what Canadian ETFs would you recommend for US or global smallcaps? I would prefer ETFs with daily volumes higher than 10k per day. Thanks.

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Read Answer Asked by Martin on May 18, 2023

• Algonquin Power & Utilities Corp. (AQN $7.82)
  • $7.82 Cap: $6B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $48.09)
  • $48.09 P/E (TTM): 1138.07X Cap: $22.17B
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• Fortis Inc. (FTS $49.81)
  • $49.81 P/E (TTM): 20.74X Cap: $25.32B
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Q: Hi Folks,
I have decided to sell AQN from my RRSP account. Can you suggest a possible replacement. Looking for something with a good safe growing yield. I also hold BIP.UN and FTS.
Thanks,

Upvote 0

Read Answer Asked by JOHN on May 18, 2023

• TJX Companies Inc. (The) (TJX $140.41)
  • $140.41 P/E (TTM): 31.92X Cap: $156.26B
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Q: Can you comment on their earnings and your opinion of the company and its outlook? Thanks.

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Read Answer Asked by Michael on May 17, 2023

• Home Depot Inc. (The) (HD $378.35)
  • $378.35 P/E (TTM): 25.8X Cap: $376.60B
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Q: I've been interested in HD for a while...what are your thoughts post-earnings and is a an almost 19x forward p/e multiple still too expensive? What do you feel would be a good entry point? Thanks.

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Read Answer Asked by Michael on May 17, 2023

• PayPal Holdings Inc. (PYPL $68.34)
  • $68.34 P/E (TTM): 13.94X Cap: $63.94B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.66)
  • $16.66 Cap: $2.29B
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• Gen Digital Inc Com (NLOK)
  • P/E (TTM): 15.5X Cap: $14.41B
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Q: We are bombarded with the negatives of going long with, PYPL, NLOK and LSPD, can you please highlight some of the positives, that argue for considering some or all three of these, thanks so much!

Upvote 1

Read Answer Asked by MG on May 17, 2023

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $52.23)
  • $52.23 P/E (TTM): 4.95X Cap: $3.49B
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• Vanguard FTSE Developed Markets ETF (VEA $61.13)
  • $61.13 Cap: $164.21B
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• iShares Core MSCI EAFE ETF (IEFA $88.10)
  • $88.10 P/E (TTM): 11.08X Cap: $157.08B
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• iShares MSCI EAFE ETF (EFA $94.53)
  • $94.53 P/E (TTM): 13.02X Cap: $68.17B
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Q: For a newly retired conservative investor, can you please recommend some good overall ETFs?
Maybe one that covers the globe conservatively?
For an unregistered account.
Thanks.

Upvote 0

Read Answer Asked by Lois on May 17, 2023

• Kits Eyecare Ltd. (KITS $14.05)
  • $14.05 P/E (TTM): 129.09X Cap: $451M
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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 $14.28)
  • $14.28 Cap: $1.70B
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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?

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Read Answer Asked by Ritwik on May 17, 2023

• Viemed Healthcare Inc. (VMD $6.57)
  • $6.57 P/E (TTM): 19.0X Cap: $260M
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Q: Hello,

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

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Read Answer Asked by sean on May 17, 2023

• Aris Mining Corporation (ARIS $14.26)
  • $14.26 P/E (TTM): 115.25X Cap: $2.89B
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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.

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Read Answer Asked by Ian on May 17, 2023

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $121.78)
  • $121.78 P/E (TTM): 16.12X Cap: $27.32B
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• CDW Corporation (CDW $154.83)
  • $154.83 P/E (TTM): 19.8X Cap: $20.29B
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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 $136.60)
  • $136.60 P/E (TTM): 55.54X Cap: $62.01B
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• OR Royalties Inc. (OR $44.77)
  • $44.77 P/E (TTM): 105.88X Cap: $8.40B
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• Lundin Gold Inc. (LUG $96.46)
  • $96.46 P/E (TTM): 26.79X Cap: $23.27B
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• Sprott Physical Gold Trust (PHYS $42.61)
  • $42.61 P/E (TTM): 24.9X Cap: $17.18B
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• Sprott Physical Silver Trust (PSLV $22.50)
  • $22.50 Cap: $11.18B
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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 $65.52)
  • $65.52 P/E (TTM): 22.99X Cap: $142.89B
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• Fortis Inc. (FTS $69.99)
  • $69.99 P/E (TTM): 20.74X Cap: $35.24B
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• Restaurant Brands International Inc. (QSR $92.48)
  • $92.48 P/E (TTM): 23.46X Cap: $42.21B
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• TMX Group Limited (X $51.93)
  • $51.93 P/E (TTM): 31.35X Cap: $14.44B
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• Toromont Industries Ltd. (TIH $165.91)
  • $165.91 P/E (TTM): 28.46X Cap: $13.50B
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• Thomson Reuters Corporation (TRI $218.92)
  • $218.92 P/E (TTM): 42.46X Cap: $98.66B
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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

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Read Answer Asked by Brad on May 17, 2023

• Cardinal Energy Ltd. (CJ $8.04)
  • $8.04 P/E (TTM): 14.51X Cap: $1.29B
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Q: Kindly comment on CJ's 2023 Q1 results and also on if the downgrade by RBC is justified. Thanks.

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Read Answer Asked by Victor on May 17, 2023

• Methanex Corporation (MX $52.30)
  • $52.30 P/E (TTM): 13.35X Cap: $4.04B
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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 $11.87)
  • $11.87 Cap: $5.87B
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• Gerdau S.A. (GGB $3.48)
  • $3.48 P/E (TTM): 8.85X Cap: $7.25B
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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 $64.89)
  • $64.89 P/E (TTM): 19.59X 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 $35.37)
  • $35.37 P/E (TTM): 11.3X Cap: $863M
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Q: Your thoughts on ADEN’s earnings please.

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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?

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Read Answer Asked by Brian on May 17, 2023

• MDA Space Ltd. (MDA $27.40)
  • $27.40 P/E (TTM): 30.42X Cap: $3.41B
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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

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Read Answer Asked by Peter on May 17, 2023