Investment Q&A

• Intel Corporation (INTC $40.16)
  • $40.16 Cap: $175.78B
  • View INTC Profile
  • View Questions on INTC
• Honeywell International Inc. (HON $200.11)
  • $200.11 P/E (TTM): 24.22X Cap: $127.04B
  • View HON Profile
  • View Questions on HON
• STMicroelectronics N.V. (STM $24.45)
  • $24.45 P/E (TTM): 15.19X Cap: $21.96B
  • View STM Profile
  • View Questions on STM
• Ericsson (ERIC $10.14)
  • $10.14 P/E (TTM): 0.5X Cap: $17.11B
  • View ERIC Profile
  • View Questions on ERIC

Q: Can I have your best ideas for industrial powerhouses that play in smart infrastructure

Upvote 0

Read Answer Asked by Kyle on May 18, 2023

• iShares Russell 2000 Growth ETF (IWO $327.37)
  • $327.37 P/E (TTM): 21.85X Cap: $13.20B
  • View IWO Profile
  • View Questions on IWO
• Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF (VSS $142.41)
  • $142.41 P/E (TTM): 10.91X Cap: $8.21B
  • View VSS Profile
  • View Questions on VSS
• iShares Russell 2000 ETF (IWM $244.85)
  • $244.85 P/E (TTM): 16.66X Cap: $69.52B
  • View IWM Profile
  • View Questions on IWM

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.

Upvote 0

Read Answer Asked by Martin on May 18, 2023

• Algonquin Power & Utilities Corp. (AQN $7.81)
  • $7.81 Cap: $5.99B
  • View AQN Profile
  • View Questions on AQN
• Brookfield Infrastructure Partners L.P. (BIP.UN $47.58)
  • $47.58 P/E (TTM): 1149.01X Cap: $21.93B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Fortis Inc. (FTS $50.53)
  • $50.53 P/E (TTM): 20.78X Cap: $25.52B
  • View FTS Profile
  • View Questions on FTS

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 $142.29)
  • $142.29 P/E (TTM): 32.28X Cap: $158.36B
  • View TJX Profile
  • View Questions on TJX

Q: Can you comment on their earnings and your opinion of the company and its outlook? Thanks.

Upvote 0

Read Answer Asked by Michael on May 17, 2023

• Home Depot Inc. (The) (HD $379.55)
  • $379.55 P/E (TTM): 26.22X Cap: $376.29B
  • View HD Profile
  • View Questions on HD

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.

Upvote 0

Read Answer Asked by Michael on May 17, 2023

• PayPal Holdings Inc. (PYPL $67.93)
  • $67.93 P/E (TTM): 14.95X Cap: $63.55B
  • View PYPL Profile
  • View Questions on PYPL
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Gen Digital Inc Com (NLOK)
  • P/E (TTM): 15.5X Cap: $14.41B
  • View NLOK Profile
  • View Questions on NLOK

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 $51.83)
  • $51.83 P/E (TTM): 4.95X Cap: $3.46B
  • View XAW Profile
  • View Questions on XAW
• Vanguard FTSE Developed Markets ETF (VEA $61.03)
  • $61.03 Cap: $163.43B
  • View VEA Profile
  • View Questions on VEA
• iShares Core MSCI EAFE ETF (IEFA $88.30)
  • $88.30 P/E (TTM): 10.36X Cap: $157.44B
  • View IEFA Profile
  • View Questions on IEFA
• iShares MSCI EAFE ETF (EFA $94.70)
  • $94.70 P/E (TTM): 11.5X Cap: $68.29B
  • View EFA Profile
  • View Questions on EFA

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 $13.96)
  • $13.96 P/E (TTM): 127.73X Cap: $448M
  • View KITS Profile
  • View Questions on KITS

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 $13.86)
  • $13.86 Cap: $1.65B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

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?

Upvote 0

Read Answer Asked by Ritwik on May 17, 2023

• Viemed Healthcare Inc. (VMD $6.39)
  • $6.39 P/E (TTM): 20.18X Cap: $253M
  • View VMD Profile
  • View Questions on VMD

Q: Hello,

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

Upvote 0

Read Answer Asked by sean on May 17, 2023

• Aris Mining Corporation (ARIS $14.17)
  • $14.17 P/E (TTM): 115.25X Cap: $2.86B
  • View ARIS Profile
  • View Questions on ARIS

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.

Upvote 0

Read Answer Asked by Ian on May 17, 2023

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $121.88)
  • $121.88 P/E (TTM): 15.85X Cap: $27.34B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• CDW Corporation (CDW $156.80)
  • $156.80 P/E (TTM): 19.54X Cap: $20.55B
  • View CDW Profile
  • View Questions on CDW
• Softchoice Corporation (SFTC $24.49)
  • $24.49 P/E (TTM): 25.32X Cap: $1.47B
  • View SFTC Profile
  • View Questions on SFTC

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 $137.22)
  • $137.22 P/E (TTM): 54.54X Cap: $60.26B
  • View WPM Profile
  • View Questions on WPM
• OR Royalties Inc. (OR $45.63)
  • $45.63 P/E (TTM): 104.75X Cap: $8.56B
  • View OR Profile
  • View Questions on OR
• Lundin Gold Inc. (LUG $96.31)
  • $96.31 P/E (TTM): 26.35X Cap: $23.23B
  • View LUG Profile
  • View Questions on LUG
• Sprott Physical Gold Trust (PHYS $42.60)
  • $42.60 P/E (TTM): 24.9X Cap: $17.18B
  • View PHYS Profile
  • View Questions on PHYS
• Sprott Physical Silver Trust (PSLV $22.66)
  • $22.66 Cap: $11.26B
  • View PSLV Profile
  • View Questions on PSLV

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 $65.71)
  • $65.71 P/E (TTM): 22.89X Cap: $143.31B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Fortis Inc. (FTS $70.66)
  • $70.66 P/E (TTM): 20.59X Cap: $35.58B
  • View FTS Profile
  • View Questions on FTS
• Restaurant Brands International Inc. (QSR $93.89)
  • $93.89 P/E (TTM): 25.01X Cap: $42.48B
  • View QSR Profile
  • View Questions on QSR
• TMX Group Limited (X $49.92)
  • $49.92 P/E (TTM): 32.8X Cap: $13.88B
  • View X Profile
  • View Questions on X
  • View Reports on X
• Toromont Industries Ltd. (TIH $157.45)
  • $157.45 P/E (TTM): 26.82X Cap: $12.79B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• Thomson Reuters Corporation (TRI $216.17)
  • $216.17 P/E (TTM): 42.14X Cap: $97.42B
  • View TRI Profile
  • View Questions on TRI

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

Upvote 0

Read Answer Asked by Brad on May 17, 2023

• Cardinal Energy Ltd. (CJ $7.94)
  • $7.94 P/E (TTM): 14.42X Cap: $1.27B
  • View CJ Profile
  • View Questions on CJ

Q: Kindly comment on CJ's 2023 Q1 results and also on if the downgrade by RBC is justified. Thanks.

Upvote 0

Read Answer Asked by Victor on May 17, 2023

• Methanex Corporation (MX $47.41)
  • $47.41 P/E (TTM): 10.0X Cap: $3.66B
  • View MX Profile
  • View Questions on MX

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 $12.26)
  • $12.26 Cap: $6.06B
  • View CLF Profile
  • View Questions on CLF
• Gerdau S.A. (GGB $3.45)
  • $3.45 P/E (TTM): 8.78X Cap: $7B
  • View GGB Profile
  • View Questions on GGB

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 $64.91)
  • $64.91 P/E (TTM): 19.68X Cap: $7.51B
  • View DFY Profile
  • View Questions on DFY

Q: Thoughts on quarter and market reaction?
Cheers, Chris

Upvote 1

Read Answer Asked by Christopher on May 17, 2023

• ADENTRA Inc. (ADEN $34.14)
  • $34.14 P/E (TTM): 11.16X Cap: $838M
  • View ADEN Profile
  • View Questions on ADEN

Q: Your thoughts on ADEN’s earnings please.

Upvote 0

Read Answer Asked by Theodore on May 17, 2023

• Maricann Group Inc. (MARI)
  • View MARI Profile
  • View Questions on MARI

Q: What is your assessment of Marimaca Copper?

Upvote 0

Read Answer Asked by Brian on May 17, 2023