Investment Q&A

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $63.33)
  • $63.33 Cap: $8.36B
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• Brookfield Business Corporation Class A Exchangeable Subordinate Voting Shares (BBUC $47.23)
  • $47.23 Cap: $4.53B
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Q: Which one looks better today for long term price appreciation? Why have the share prices been punished so badly? Are these not great long term assets?
Thanks

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Read Answer Asked by Curtis on October 04, 2023

Q: With the recent market pullback what Canadian stocks do you find particularly attractive?

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Read Answer Asked by Joe on October 04, 2023

• Freeport-McMoRan Inc. (FCX $40.88)
  • $40.88 P/E (TTM): 32.22X Cap: $58.69B
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• Albemarle Corporation (ALB $89.86)
  • $89.86 Cap: $10.57B
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• Sociedad Quimica y Minera S.A. (SQM $40.77)
  • $40.77 P/E (TTM): 18.01X Cap: $11.64B
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• Livent Corporation (LTHM)
  • P/E (TTM): 3.41X Cap: $2.96B
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• Standard Lithium Ltd. (SLI $6.35)
  • $6.35 Cap: $1.29B
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Q: Hey Guys,

With a lot of hype and interest in the EV space, Vehicles, Etc. , I am hearing a lot about Copper ,Silver and Lithium moving forward as an Investment Theme...

1. Please provide a few Pure Play Copper, Silver and Lithium Companies you think will be good investments going into this stage...
- Large Caps
- Small Caps with good spec potential

2. If another Sleeper Metal play, in your opinion stands out in this theme, please advise...

Thanks,
M

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Read Answer Asked by michael on October 04, 2023

• Bank of Nova Scotia (The) (BNS $88.84)
  • $88.84 P/E (TTM): 17.15X Cap: $110.30B
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• Brookfield Corporation Class A Limited Voting Shares (BN $60.29)
  • $60.29 P/E (TTM): 159.66X Cap: $135.27B
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Q: Hi,

I think there are a few screaming buys out there. Would you list your top five?

BNS is at a silly price would you say? Back up the truck?

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Read Answer Asked by D on October 04, 2023

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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Q: So, after the market closed yesterday, PLC announced they were withdrawing any further involvement in the purchase of Carriage. I would have expected today to be a "down" day...due to the perception that PLC would not be "growing" as per their stated 5 year plan of growth by acquisition (my paraphrase).

However, today PLC is up 4%. Is it due to the market being relieved that PLC is better off not having to add debt to their balance sheet?

A bit confused...thanks...Steve

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Read Answer Asked by Stephen on October 03, 2023

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.26)
  • $6.26 Cap: $1.74B
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Q: CEO continues to sell. Does 5i see this as well?

Thx

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Read Answer Asked by blake on October 03, 2023

• Slate Grocery REIT (SGR.UN $14.34)
  • $14.34 P/E (TTM): 16.42X Cap: $847M
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Q: Peter has something happened to slate grocery reit?? Dropping like a rock. Does it have to much debt?? Thanks Ken

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Read Answer Asked by Ken on October 03, 2023

• WELL Health Technologies Corp. (WELL $5.19)
  • $5.19 Cap: $1.31B
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Q: please comment on well news today re acquisition, dilution effect and potential
valuation going forward.

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Read Answer Asked by howard on October 03, 2023

• goeasy Ltd. (GSY $158.29)
  • $158.29 P/E (TTM): 9.63X Cap: $2.54B
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Q: Hello not to scare some investors but can you explain what happened to conseco in 2002-2003 period and why goeasy is not in the same situation now with interest rates going up fast ? Thanks !

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Read Answer Asked by jean on October 03, 2023

• Kimbell Royalty Partners Representing Limited Partner Interests (KRP $12.93)
  • $12.93 Cap: $1.39B
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• Black Stone Minerals L.P. representing limited partner interests (BSM $12.69)
  • $12.69 P/E (TTM): 11.53X Cap: $2.68B
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Q: Not sure where I heard about these companies, but I made note of them to ask advice on, as they intrigued me...

- Please let me know your thoughts ...

Thanks,
M

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Read Answer Asked by michael on October 03, 2023

• BCE Inc. (BCE $33.46)
  • $33.46 P/E (TTM): 70.52X Cap: $31.20B
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Q: As BCE is hitting 12 month lows and the dividend is approaching 8% what is the likelihood of the dividend being cut?

Thanks

Sheldon

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Read Answer Asked by Sheldon on October 03, 2023

• ECN Capital Corp. (ECN $2.70)
  • $2.70 Cap: $790M
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Q: Hi there,

I read this morning that Steve Hudson founder of ECN recently purchased 500,000 shares. Would you read anything into this other than his belief in the business?

Thanks!

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Read Answer Asked by Robert on October 03, 2023

• Royal Bank of Canada (RY $201.20)
  • $201.20 P/E (TTM): 15.42X Cap: $282.68B
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• Toronto-Dominion Bank (The) (TD $109.78)
  • $109.78 P/E (TTM): 9.45X Cap: $187.41B
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• Bank of Nova Scotia (The) (BNS $88.84)
  • $88.84 P/E (TTM): 17.15X Cap: $110.30B
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• Canadian Imperial Bank Of Commerce (CM $111.82)
  • $111.82 P/E (TTM): 13.54X Cap: $103.93B
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Q: I have a loss in CM which is matched by an equal gain in TD.
Was thinking to sell both and buying equal amounts of BNS and RY.
All are in a non registered account. Is the tax loss accepted?
Would you recommend any changes back after 30 days?

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Read Answer Asked by Peter on October 03, 2023

• Barrick Mining Corp Com (GOLD)
  • P/E (TTM): 15.74X Cap: $33.05B
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Q: Have not held a gold stock in over 30 years. Quite frankly never made sense to me. However, with the huge amount of debt floating arounds, and, especially in the USA, I am wondering if it might make sense to buy AEM as a hedge: pay a dividend and appear to increase on a regular basis.

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Read Answer Asked by James on October 03, 2023

Q: Good afternoon. I have the following tax loss selling question.

Let assume I sell 1000 shares of BCE on October 1. To avoid the superficial loss rule, I will wait 30 days to buy it back. Let’s assume this is November 1.

Then on October 15th, I sell another 1000 shares of BCE. As per the above, I will buy them back on November 15th.

The question I have is as follows - If I buy back the 1000 shares of BCE as planned on November 1st from the first tax loss sale, will this compromise my ability to claim a loss from the second sales of BCE shares on the 15th?

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Read Answer Asked by Trevor on October 03, 2023

• Bank of Nova Scotia (The) (BNS $88.84)
  • $88.84 P/E (TTM): 17.15X Cap: $110.30B
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• BCE Inc. (BCE $33.46)
  • $33.46 P/E (TTM): 70.52X Cap: $31.20B
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Q: Hello, I own both these stocks, down substantially, I am down 22% on BNS and 16% with BCE. All things remaining equal, would you be comfortable averaging down on the these stocks ?

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Read Answer Asked by Robbie on October 03, 2023

• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: Big Surprise this AM with T/O proposal of NBLY. Or, was it? Pretty large premium so no competitive offers likely? Would appreciate your perspective.

Thank you kindly,

Geoffrey

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Read Answer Asked by Geoffrey on October 03, 2023

• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: Do you think NBLY represents a reasonable arbitrage opportunity?

Thank-you!

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Read Answer Asked by Stephen on October 03, 2023

• Element Fleet Management Corp. (EFN $36.73)
  • $36.73 P/E (TTM): 26.78X Cap: $14.74B
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Q: Hi - how will EFN do in a recession? Is it structured to do well (relatively speaking)?

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Read Answer Asked by Doug on October 03, 2023

• Brookfield Infrastructure Partners L.P. (BIP.UN $48.11)
  • $48.11 P/E (TTM): 1163.72X Cap: $22.18B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $63.33)
  • $63.33 Cap: $8.36B
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Q: Any reason for the relentless sell down of the BIPC.UN/BIPC combo today (and of late as well)? Looks like some fund is either accumulating, or making a play for this Brookfield unit. You opinion?

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Read Answer Asked by Victor on October 03, 2023