Investment Q&A

• Royal Bank of Canada (RY $199.70)
  • $199.70 P/E (TTM): 20.2X Cap: $280.57B
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• Toronto-Dominion Bank (The) (TD $104.44)
  • $104.44 P/E (TTM): 8.71X Cap: $178.30B
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• Bank of Nova Scotia (The) (BNS $88.35)
  • $88.35 P/E (TTM): 16.9X Cap: $109.69B
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• Bank of Montreal (BMO $175.30)
  • $175.30 P/E (TTM): 14.52X Cap: $125.56B
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• Canadian Imperial Bank Of Commerce (CM $108.21)
  • $108.21 P/E (TTM): 17.21X Cap: $100.57B
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• Brookfield Renewable Partners L.P. (BEP.UN $34.88)
  • $34.88 Cap: $22.75B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.32)
  • $39.32 P/E (TTM): 5.55X Cap: $1.02B
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• Killam Apartment Real Estate Investment Trust (KMP.UN $17.94)
  • $17.94 P/E (TTM): 4.26X Cap: $2.25B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.36)
  • $12.36 P/E (TTM): 25.67X Cap: $3.59B
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• Brookfield Corporation Class A Limited Voting Shares (BN $91.76)
  • $91.76 P/E (TTM): 155.6X Cap: $137.63B
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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 $36.31)
  • $36.31 P/E (TTM): 28.57X Cap: $11.64B
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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 $84.29)
  • $84.29 P/E (TTM): 41.91X Cap: $9.58B
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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 $24.17)
  • $24.17 P/E (TTM): 50.23X Cap: $1.06B
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• CI Tech Giants Covered Call ETF (TXF $21.70)
  • $21.70 P/E (TTM): 31.89X Cap: $678M
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• BMO Canadian High Dividend Covered Call ETF (ZWC $19.30)
  • $19.30 P/E (TTM): 27.39X Cap: $1.75B
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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 $1.58)
  • $1.58 Cap: $400M
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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 $23.98)
  • $23.98 P/E (TTM): 40.64X Cap: $2.76B
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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 $12.36)
  • $12.36 P/E (TTM): 25.67X Cap: $3.59B
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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 $38.95)
  • $38.95 P/E (TTM): 22.99X Cap: $6.79B
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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 $180.66)
  • $180.66 P/E (TTM): 85.11X Cap: $14.76B
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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 $39.63)
  • $39.63 P/E (TTM): 16.14X Cap: $1.89B
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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 $28.76)
  • $28.76 P/E (TTM): 12.87X Cap: $1.96B
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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 $83.28)
  • $83.28 P/E (TTM): 23.18X Cap: $4.76B
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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 $108.21)
  • $108.21 P/E (TTM): 17.21X Cap: $100.57B
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• goeasy Ltd. (GSY $209.05)
  • $209.05 P/E (TTM): 12.9X Cap: $3.36B
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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

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.22)
  • $6.22 Cap: $1.72B
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Q: The market doesn't seem to like Q1. Could you provide your thoughts on their results and if it changes anythings on your appreciation.

Thanks

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Read Answer Asked by Daniel on May 05, 2023

• Apple Inc. (AAPL $234.35)
  • $234.35 P/E (TTM): 36.37X Cap: $3.53T
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• Amazon.com Inc. (AMZN $238.24)
  • $238.24 P/E (TTM): 35.42X Cap: $2.54T
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• Alphabet Inc. (GOOG $239.94)
  • $239.94 P/E (TTM): 25.07X Cap: $2.83T
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• Microsoft Corporation (MSFT $498.41)
  • $498.41 P/E (TTM): 36.29X Cap: $3.70T
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• NVIDIA Corporation (NVDA $170.76)
  • $170.76 P/E (TTM): 53.88X Cap: $4.14T
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• JPMorgan Chase & Co. (JPM $297.85)
  • $297.85 P/E (TTM): 14.44X Cap: $819.01B
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• Occidental Petroleum Corporation (OXY $45.14)
  • $45.14 P/E (TTM): 18.66X Cap: $44.43B
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• Prudential Financial Inc. (PRU $105.54)
  • $105.54 P/E (TTM): 23.28X Cap: $37.15B
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• Verizon Communications Inc. (VZ $43.57)
  • $43.57 P/E (TTM): 10.34X Cap: $183.70B
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• Williams Companies Inc. (The) (WMB $57.57)
  • $57.57 P/E (TTM): 28.89X Cap: $70.30B
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• iShares S&P Global Clean Energy Index Fund (ICLN $14.39)
  • $14.39 P/E (TTM): 30.32X Cap: $1.57B
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• CrowdStrike Holdings Inc. (CRWD $423.51)
  • $423.51 Cap: $107.42B
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• Cheniere Energy Inc. (LNG $234.41)
  • $234.41 P/E (TTM): 13.8X Cap: $51.51B
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Q: I need to raise some $US cash soon. Could you please rank these stocks for how they would perform during a recession? Thank you.

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Read Answer Asked by A on May 05, 2023

• Icahn Enterprises L.P. (IEP $8.29)
  • $8.29 Cap: $4.83B
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Q: Hi Team,

What are your current thought on this after the short report? Good opportunity to buy for a nice dividend?

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Read Answer Asked by David on May 05, 2023

• Fortinet Inc. (FTNT $79.84)
  • $79.84 P/E (TTM): 32.44X Cap: $61.17B
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Q: Can I have your overall opinion of Fortinet and in particular comments on the company's first quarter earnings announced on May 4th. I own a small amount and I am considering adding to the position. Your comments please.

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Read Answer Asked by Brian on May 05, 2023

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $230.82)
  • $230.82 P/E (TTM): 75.86X Cap: $11.66B
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Q: earnings didn't look great. Thoughts? What does future look like? Is this a one off?

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Read Answer Asked on May 05, 2023

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.30)
  • $42.30 P/E (TTM): 1022.92X Cap: $19.78B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.62)
  • $55.62 Cap: $7.40B
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Q: I have RRSP, TFSA and NREG accounts. I'm looking to buy Brookfield Infrastructure Corp in each. Is there a difference between BIP versus BIPC and does it matter which I hold in each of those three accounts?

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Read Answer Asked by Gerry on May 05, 2023

• Mosaic Company (The) (MOS $32.16)
  • $32.16 P/E (TTM): 11.0X Cap: $10.20B
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• Nutrien Ltd. (NTR $78.26)
  • $78.26 P/E (TTM): 183.04X Cap: $38.47B
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Q: What has caused the big drop in Nutrien the last few days?

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Read Answer Asked by Daniel on May 05, 2023