Investment Q&A

• Canadian National Railway Company (CNR $134.94)
  • $134.94 P/E (TTM): 17.89X Cap: $81.48B
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Q: I always thought railways were boring but CNR's chart is quite impressive!

Do you think they may initiate a share split? I think the share price is higher than they have previously allowed before a split. Would now be as good a time as any to step in or what headwinds could they face?

Many thanks!

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Read Answer Asked by Marilou on May 10, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Gentlemen; Earnings were out after the market closed on Tuesday. Can I have your opinion on the results. At first glance they look very good to me. The stock appears to have priced in some very bad news!

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Read Answer Asked by Ronald on May 09, 2023

Q: Regarding the question you responded to on May 9th, where I asked about the BNN panel discussion on the Fed and regional banks. Thank you for way you folks put things in perspective, helping members to make informed choices.

Mike

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Read Answer Asked by Michael on May 09, 2023

• TELUS Corporation (T $20.57)
  • $20.57 P/E (TTM): 32.14X Cap: $31.65B
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Q: What's your current view on Telus? The stock hasn't done much and going down. There is likely increased competition from Rogers/Shaw merger. I also hold BCE and wondering if its time to move from Telus to another opportunity.

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Read Answer Asked by Gerry on May 09, 2023

• Alphabet Inc. (GOOG $280.33)
  • $280.33 P/E (TTM): 29.34X Cap: $3.40T
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• Microsoft Corporation (MSFT $516.80)
  • $516.80 P/E (TTM): 39.7X Cap: $3.90T
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• BMO Low Volatility US Equity ETF (ZLU $57.39)
  • $57.39 P/E (TTM): 21.33X Cap: $2.18B
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• INVESCO QQQ Trust (QQQ $627.23)
  • $627.23 P/E (TTM): 36.04X Cap: $408.05B
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• Vanguard Small Cap ETF (VB $253.22)
  • $253.22 P/E (TTM): 19.29X Cap: $61.92B
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• Vanguard Total Stock Market ETF (VTI $334.15)
  • $334.15 P/E (TTM): 26.9X Cap: $498.94B
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• Berkshire Hathaway Inc. (BRK.B $476.29)
  • $476.29 P/E (TTM): 16.31X Cap: $1.03T
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Q: I have US exposure through a company pension that tracks the S&P. It represents about 20% of my overall holdings. I have recently come into enough US cash to add two or three new individual holdings, or perhaps buy an ETF or two that would complement the S&P tracking pension. I would welcome your thoughts and suggestions for individual stocks or ETFs that would be suitable additions.

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Read Answer Asked by David on May 09, 2023

• Exchange Income Corporation (EIF $76.50)
  • $76.50 P/E (TTM): 30.15X Cap: $3.94B
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Q: Any idea on the borrowing cost to short the stock on top of the $0.21/ share dividend.
I’ve asked the question before that is are the short sellers making any coin from their strategy

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Read Answer Asked by Alan on May 09, 2023

• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.44)
  • $15.44 P/E (TTM): 9.31X Cap: $1.71B
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Q: A retired colleague in his early 80s is selling his income properties and wishing to invest the proceeds in a manner that will produce solid income with little risk. He is taken with HMAX and its 13% plus dividend. What are your thoughts on HMAX given his circumstances? What is the maximum percentage of his portfolio might you suggest he invest in HMAX? And what other Canadian or US ETFs with would you suggest he consider given his age/need for income? Thank you.

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Read Answer Asked by Maureen on May 09, 2023

• goeasy Ltd. (GSY $167.97)
  • $167.97 P/E (TTM): 10.15X Cap: $2.68B
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Q: Seems like a stellar quarter with 'back on track' guidance. Any remaining concerns?

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Read Answer Asked by sandy on May 09, 2023

• goeasy Ltd. (GSY $167.97)
  • $167.97 P/E (TTM): 10.15X Cap: $2.68B
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• Propel Holdings Inc. (PRL $25.05)
  • $25.05 P/E (TTM): 11.86X Cap: $965M
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Q: Hi

Sold GSY at a loss over 30 days ago in my cash account for the loss.

I hate when Government sticks there nose into business. If they did it once who says they will not do it again.

If I were to buy again would I be better off with GSY or PRL?

Thank you

Mike

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Read Answer Asked by Mike on May 09, 2023

• Exchange Income Corporation (EIF $76.50)
  • $76.50 P/E (TTM): 30.15X Cap: $3.94B
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Q: Hi guys what’s the most recent short position on Eif on both sides of the 49th
Thank you so much

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Read Answer Asked by Alan on May 09, 2023

• Adobe Inc. (ADBE $338.24)
  • $338.24 P/E (TTM): 21.67X Cap: $142B
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• Microsoft Corporation (MSFT $516.80)
  • $516.80 P/E (TTM): 39.7X Cap: $3.90T
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• Church & Dwight Company Inc. (CHD $87.20)
  • $87.20 P/E (TTM): 38.6X Cap: $19.92B
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• Dollar General Corporation (DG $97.78)
  • $97.78 P/E (TTM): 18.5X Cap: $21.91B
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• PepsiCo Inc. (PEP $146.27)
  • $146.27 P/E (TTM): 27.79X Cap: $201.75B
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• Philip Morris International Inc (PM $144.55)
  • $144.55 P/E (TTM): 27.85X Cap: $226.89B
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• UnitedHealth Group Incorporated (DE) (UNH $338.49)
  • $338.49 P/E (TTM): 15.39X Cap: $312.28B
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• Walmart Inc. (WMT $100.61)
  • $100.61 P/E (TTM): 38.52X Cap: $815.06B
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• Enbridge Inc. (ENB $65.41)
  • $65.41 P/E (TTM): 22.89X Cap: $143.31B
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• Constellation Software Inc. (CSU $3,637.14)
  • $3,637.14 P/E (TTM): 84.2X Cap: $76.01B
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• Dollarama Inc. (DOL $183.19)
  • $183.19 P/E (TTM): 39.89X Cap: $50.05B
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• Restaurant Brands International Inc. (QSR $93.26)
  • $93.26 P/E (TTM): 25.01X Cap: $42.48B
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• Brookfield Renewable Partners L.P. (BEP.UN $42.76)
  • $42.76 Cap: $27.77B
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• Descartes Systems Group Inc. (The) (DSG $123.27)
  • $123.27 P/E (TTM): 52.83X Cap: $10.75B
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• TMX Group Limited (X $50.60)
  • $50.60 P/E (TTM): 32.8X Cap: $13.88B
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• Alimentation Couche-Tard Inc. (ATD $70.71)
  • $70.71 P/E (TTM): 18.41X Cap: $66.50B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $241.55)
  • $241.55 P/E (TTM): 100.1X Cap: $315.68B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Five Below Inc. (FIVE $156.69)
  • $156.69 P/E (TTM): 32.64X Cap: $8.64B
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• Domino's Pizza Inc (DPZ $398.13)
  • $398.13 P/E (TTM): 23.72X Cap: $13.64B
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Q: I did reorganise my portfolios in 2022 for a majority of diversified dividend ETFs and a minority of selected excellent dividend stocks.This strategy was satisfactory ,and I shall not sell this content in 2023.My strategy in 2023 will consider the possibility of a bear market,I shall only " add-on" some stocks on weakness .Could you list 10 canadian+10 us stocks ( not ETFs), among the safest in a bear market in your opinion,including 7 dividend stocks+3 growth stocks for each list,and rank them for safety if possible,many thanks,JY

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Read Answer Asked by Jean-Yves on May 09, 2023

• Linamar Corporation (LNR $75.20)
  • $75.20 P/E (TTM): 21.59X Cap: $4.48B
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• Martinrea International Inc. (MRE $10.10)
  • $10.10 Cap: $726M
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Q: I see from recent questions that you seem to prefer LNR over MRE, just looking for updated opinions on both.

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Read Answer Asked by Jim on May 09, 2023

• Axon Enterprise Inc. (AXON $734.93)
  • $734.93 P/E (TTM): 187.79X Cap: $58B
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• Celsius Holdings Inc. (CELH $59.46)
  • $59.46 P/E (TTM): 161.53X Cap: $15.51B
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• eXp World Holdings Inc. (EXPI $10.04)
  • $10.04 Cap: $1.58B
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• Lantheus Holdings Inc. (LNTH $56.28)
  • $56.28 P/E (TTM): 14.9X Cap: $3.77B
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Q: What are your current thoughts on EXPI and its recent earnings report? Do you see it as a strong recovery potential and would you add to a position that is down 66% with a current weight of 0.5%? Or do you think it is time to move on to other names that you have higher conviction in (please suggest some other US names)?

Upvote 1

Read Answer Asked by Justin on May 09, 2023

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $78.03)
  • $78.03 P/E (TTM): 17.11X Cap: $13.30B
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• Winpak Ltd. (WPK $42.80)
  • $42.80 P/E (TTM): 13.82X Cap: $2.56B
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• Richards Packaging Income Fund (RPI.UN $31.50)
  • $31.50 P/E (TTM): 16.25X Cap: $354M
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Q: Could you please comment on Richards Packaging earnings. Do the results and the management commentary provide any indication, if the challenges faced with Revenue ( Healthcare mostly) are nearing an end ? Or, is it time to move on and find better income/growth opportunities ? Thanks

Upvote 1

Read Answer Asked by rajeev on May 09, 2023

• Champion Iron Limited Ordinary Shares (CIA $4.95)
  • $4.95 P/E (TTM): 26.87X Cap: $2.65B
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• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.11X Cap: $3.71B
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Q: I don't know if my question went in or not but is CIA a company would be worth while buying.
Could you give me your views on this company.

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Read Answer Asked by James on May 09, 2023

• Loblaw Companies Limited (L $55.52)
  • $55.52 P/E (TTM): 6.76X Cap: $65.61B
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Q: Could you please comment on Earnings for $L

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Read Answer Asked by Valter on May 09, 2023

• Amazon.com Inc. (AMZN $245.61)
  • $245.61 P/E (TTM): 35.11X Cap: $2.37T
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• Alphabet Inc. (GOOG $280.33)
  • $280.33 P/E (TTM): 29.34X Cap: $3.40T
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• Microsoft Corporation (MSFT $516.80)
  • $516.80 P/E (TTM): 39.7X Cap: $3.90T
  • View MSFT Profile
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• International Business Machines Corporation (IBM $304.37)
  • $304.37 P/E (TTM): 49.87X Cap: $289.82B
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• Oracle Corporation (ORCL $259.85)
  • $259.85 P/E (TTM): 63.73X Cap: $730B
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Q: Can I have your comments on IBM as both a source of dependable income and moderate growth.

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Read Answer Asked by Larry on May 09, 2023

• Anaergia Inc. (ANRG $2.54)
  • $2.54 Cap: $414M
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Q: Following up on the last question for ANRG, If you were holding shares at this time would you consider staying put, to see what the company does or is it a sell at this time?

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Read Answer Asked by Harry on May 09, 2023

• Pason Systems Inc. (PSI $11.79)
  • $11.79 P/E (TTM): 13.18X Cap: $936M
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• High Arctic Energy Services Inc. (HWO $0.82)
  • $0.82 Cap: $10M
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• Cathedral Energy Services Ltd. (CET)
  • P/E (TTM): 11.18X
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Q: Hi, I would appreciate if you can provide your thoughts/analysis of HWO with long term outlook. Stock has lost significant value since beginning of this year.
Thanks,

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Read Answer Asked by Harpinder on May 09, 2023

• Faraday Copper Ltd Com (FDY)
  • P/E (TTM): -6.4X Cap: $57M
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Q: What are your thoughts on Faraday Copper (FDY)?

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Read Answer Asked by Brian on May 09, 2023