Investment Q&A

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.62)
  • $5.62 P/E (TTM): 19.3X Cap: $599M
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• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.67)
  • $5.67 P/E (TTM): 19.79X Cap: $1.41B
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Q: Which do you prefer? Which is more protected from a possible dividend cut?

Thanks for your service!!!

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Read Answer Asked by Ozzie on May 12, 2023

• Kinaxis Inc. (KXS $143.64)
  • $143.64 P/E (TTM): 82.32X Cap: $3.97B
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Q: KXS appears to be doing everything right but the market already sees this and the P/E seems stratospheric. Is it too late to get on board, or maybe even time to sell?

Jack

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Read Answer Asked by John on May 12, 2023

• iA Financial Corporation Inc. (IAG $149.33)
  • $149.33 P/E (TTM): 13.18X Cap: $13.69B
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Q: Wondering if this a solid company to purchase for dividends, but also for some capital appreciation. If so, what purchase price do you recommend?

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Read Answer Asked by Brenda on May 12, 2023

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $159.94)
  • $159.94 P/E (TTM): 50.71X Cap: $8.17B
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Q: Should I be concerned about the declines in office usage as reported in US and Canada. What does this portend for Colliers going forward through this rocky landscape

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Read Answer Asked by David on May 12, 2023

• Tamarack Valley Energy Ltd. (TVE $10.32)
  • $10.32 Cap: $4.99B
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Q: hi folks...opinion on Q results for Tamarek tve/t...good & bad...stock hit new 52 wk low on results....Buy/hold/sell...thanks, jb

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Read Answer Asked by John on May 12, 2023

• WSP Global Inc. (WSP $227.81)
  • $227.81 P/E (TTM): 30.17X Cap: $30.71B
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• Stantec Inc. (STN $123.94)
  • $123.94 P/E (TTM): 28.94X Cap: $14.13B
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Q: Hello, Both these companies reported solid results, after market yesterday, but their stock is dropping today. What would be a decent price to start a new position ? Thank You

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Read Answer Asked by rajeev on May 12, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Peter; Would it seem logical for CTS to take the company private at these prices ? Thanks.
Rod

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Read Answer Asked by Rodney on May 12, 2023

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $87.28)
  • $87.28 P/E (TTM): 19.41X Cap: $15.32B
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• Stella-Jones Inc. (SJ $96.37)
  • $96.37 P/E (TTM): 15.84X Cap: $5.26B
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• Nutrien Ltd. (NTR $103.02)
  • $103.02 P/E (TTM): 34.98X Cap: $49.79B
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Q: I have room to add one materials stock to my portfolio. Which of the following or others would you prefer? Nutrien around $80; Stella Jones around $60 lately or CCL.B around $68?

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Read Answer Asked by Gerry on May 12, 2023

Q: Do you anticipate recession in 2023 - 2024 and what impact it would have on stock market in general?
Thank you
Miroslaw

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Read Answer Asked by Miroslaw on May 12, 2023

• CI Financial Corp. (CIX $31.99)
  • $31.99 Cap: $4.58B
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Q: ...cix popped

...my breakeven is 20

...should I bail...given industry weakness

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Read Answer Asked by D on May 12, 2023

• BMO Equal Weight US Banks Index ETF (ZBK $40.33)
  • $40.33 P/E (TTM): 12.07X Cap: $653M
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Q: 2 MONTHS AGO YOU RECOMMENDED CAUTION ENTERING ZBK. HOW WOULD YOU ANSWER THAT QUESTION TODAY?
thanks, Hugh

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Read Answer Asked by Hugh on May 12, 2023

• Superior Plus Corp. (SPB $6.54)
  • $6.54 P/E (TTM): 13.12X Cap: $1.43B
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Q: Your thoughts on SPB.TO and if positive a good entry point for accumulation.

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Read Answer Asked by Lawrence on May 12, 2023

• Royal Bank of Canada (RY $221.95)
  • $221.95 P/E (TTM): 14.92X Cap: $309.95B
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• Toronto-Dominion Bank (The) (TD $129.47)
  • $129.47 P/E (TTM): 10.41X Cap: $216.38B
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• Bank of Nova Scotia (The) (BNS $96.23)
  • $96.23 P/E (TTM): 24.09X Cap: $118.63B
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• Canadian Imperial Bank Of Commerce (CM $132.90)
  • $132.90 P/E (TTM): 14.1X Cap: $122.88B
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Q: Can you comment on how much exposure the Canadian banks have to commercial real estate in the US and Canada? It sounds like office towers are of particular concern. Could you also comment on residential mortgage risks. And how much impact it could have on the stock prices.
Thanks.

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Read Answer Asked by Brian on May 12, 2023

• Absolute Software Corporation (ABST $15.20)
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Q: What is your assessment of the takeover of Absolute by Crosspoint partners? Can I assume that it is highly unlikely that there will be a competing bid? Would you therefore sell it now or wait for the shares to be taken up at the offer price?

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Read Answer Asked by Geoffrey on May 12, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: I owned NVEI and sold out a short time ago. If I were to re-enter the stock, what do you feel would be a reasonable price range to begin accumulating at.
Thank You for your great service.

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Read Answer Asked by Clarence on May 12, 2023

• Nutrien Ltd. (NTR $103.02)
  • $103.02 P/E (TTM): 34.98X Cap: $49.79B
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Q: Is NTR a good hold? I held it for years and have gone round trip with price.

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Read Answer Asked by Dean on May 12, 2023

• Docebo Inc. (DCBO $25.74)
  • $25.74 P/E (TTM): 14.27X Cap: $740M
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Q: What is your view of the earnings report. It didn't look that bad.

Peter

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Read Answer Asked by Peter on May 12, 2023

• Payfare Inc. Class A Common Shares (PAY $4.00)
  • $4.00 P/E (TTM): 13.79X
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Q: why the drop? weak forecast? would you hold or move on?

JR

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Read Answer Asked by JR on May 12, 2023

• Envista Holdings Corporation (NVST $26.70)
  • $26.70 P/E (TTM): 95.93X Cap: $4.37B
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• Docebo Inc. (DCBO $18.95)
  • $18.95 P/E (TTM): 14.27X Cap: $544M
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Q: Would you kindly comment on the recent earnings reports for both Docebo and Envista. Do you see each company as a buy/hold/sell at the moment. Thanks

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Read Answer Asked by Richard on May 12, 2023

• Exchange Income Corporation (EIF $99.62)
  • $99.62 P/E (TTM): 34.14X Cap: $5.59B
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Q: Hello Leaf’s fans. To be clear I am a Canucks fan and a long term holder of Eif.
What do you like and dislike about Eif.?
You didn’t include in your response to top ten Canadian dividend stocks question.
Thanks and Happy Mother’s Day

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Read Answer Asked by Alan on May 12, 2023