Investment Q&A

• ADF Group Inc. Subordinate Voting Shares (DRX $8.70)
  • $8.70 P/E (TTM): 5.16X Cap: $244M
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Q: Are you concerned about any of these factors?
Four clients contribute to 69% of the total revenue.
The U.S. market accounts for approximately 89% of revenues.
Deferred Income Tax Liabilities increased from $9.2 million to $15.9 million, marking a significant rise.

Upvote 4

Read Answer Asked by Michael on May 10, 2024

• Brookfield Infrastructure Partners L.P. (BIP.UN $43.12)
  • $43.12 P/E (TTM): 522.13X Cap: $28.23B
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• Information Services Corporation Class A Limited Voting Shares (ISV)
  • P/E (TTM): 23.54X Cap: $482M
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Q: Your comments on earnings please. Did Brookfield Infrastructure increase its dividend?

Upvote 4

Read Answer Asked by Margot on May 10, 2024

• Docebo Inc. (DCBO $42.40)
  • $42.40 P/E (TTM): 40.39X Cap: $1.22B
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Q: Why would DCBO dropped so much at today's opening? The results are not that bad - at least not to us small retails?

Thanks.

Upvote 11

Read Answer Asked by Victor on May 10, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN $92.58)
  • $92.58 P/E (TTM): 234.96X Cap: $152.52B
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Q: Can you provide the percentage of revenues that BN has domiciled outside of Canada.

Upvote 10

Read Answer Asked by Kim on May 10, 2024

• NVIDIA Corporation (NVDA $178.26)
  • $178.26 P/E (TTM): 58.06X Cap: $4.34T
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Q: Hi Team,
This earnings season has seen many growth stocks , especially tech; get absolutely smashed for not exceeding expectations. This being said, would it be wise to sell some Nvda before earnings as I am overweight? I am wondering if this will be any other name that drops 20% because it didn’t beat analysts estimates quite enough ? Or do I just ride the wave being my investment time frame is 10yrs plus?

Thoughts ?

Upvote 10

Read Answer Asked by Shane on May 10, 2024

• Bedford Metals Corp. (BFM $0.30)
  • $0.30 Cap: $23M
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Q: Can you tell me any info you have on this stock in regards of management,production,debt ,inside ownership any upcoming catalyst and what you think could be an attractive entry point and would consider for a highly speculative and volatile 6-12 month hold thank you

Upvote 3

Read Answer Asked by Greg on May 10, 2024

• iShares Canadian Value Index ETF (XCV $43.43)
  • $43.43 P/E (TTM): 3.61X Cap: $78M
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Q: Your opinions of the Mutual funds listed and suggestions of lower fee ETFs'. Much appreciated- ane

Upvote 1

Read Answer Asked by jane on May 10, 2024

• Freehold Royalties Ltd. (FRU $13.12)
  • $13.12 P/E (TTM): 16.9X Cap: $2.15B
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Q: Can I get your analysis of Freehold’s recent quarter. The dividend is nice but growth seems to be stagnant.
Thanks.

Upvote 2

Read Answer Asked by Dan on May 10, 2024

Q: Is there a Canadian ETF similar to the Sprott Uranium ETF URNM which only trades in the US .

Upvote 1

Read Answer Asked by Guy R. on May 10, 2024

• Surge Energy Inc. (SGY $7.32)
  • $7.32 Cap: $729M
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Q: hi folks....opinion/thoughts on Q1 results for Surge energy Sgy/t.....net loss & lots of reasons by management.....do you have faith in management, and would you rate the stock going forward....Buy/Hold/Sell......thanks as always, jb

Upvote 3

Read Answer Asked by John on May 10, 2024

• Fortis Inc. (FTS $69.43)
  • $69.43 P/E (TTM): 20.78X Cap: $34.82B
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• Emera Incorporated (EMA $64.83)
  • $64.83 P/E (TTM): 21.86X Cap: $19.31B
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• Algonquin Power & Utilities Corp. (AQN $8.16)
  • $8.16 Cap: $6.26B
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• Capital Power Corporation (CPX $57.13)
  • $57.13 P/E (TTM): 17.44X Cap: $7.95B
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Q: I hold the above in a taxable account focused on dividend income. I also hold FTS separately. Increasingly I believe that there will be increased demand for renewable power to drive AI, electric charging cars etc... Do you have any recommendations that are dividend payers that would play into this theme of increased power demand?
Would you add to or remove any of the above based upon company fundamentals?

Thanks

Upvote 6

Read Answer Asked by Robert on May 10, 2024

• BMO S&P 500 Index ETF (ZSP $94.94)
  • $94.94 P/E (TTM): 57.09X Cap: $18.93B
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• BMO S&P 500 Index ETF (ZSP.U $68.90)
  • $68.90 P/E (TTM): 57.09X Cap: $2.34B
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Q: Presumably ZSP and ZSP.U are identical except for the currency. Does ZSP.U also pay its distributions in USD? I currently own ZSP. Do you if it is possible to directly convert ZSP to ZSP.U or do I have to through the process of selling ZSP, converting the cash to USD and then buying in ZSP.U using USD? Thanks as always. Your service is great.

Upvote 4

Read Answer Asked by Andre on May 10, 2024

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.52)
  • $18.52 Cap: $794M
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.12)
  • $28.12 Cap: $8.19B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $44.02)
  • $44.02 P/E (TTM): 5.94X Cap: $17.92B
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.79)
  • $16.79 Cap: $829M
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $39.07)
  • $39.07 P/E (TTM): 20.98X Cap: $6.30B
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• Vanguard S&P 500 ETF (VOO $577.35)
  • $577.35 P/E (TTM): 57.82X Cap: $663.38B
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Q: Hoping you could suggest an ETF portfolio for an RRSP account with a minimum 12 years until withdrawals are made. The account is starting from scratch.
Thanks

Upvote 5

Read Answer Asked by Curtis on May 10, 2024

• Stantec Inc. (STN $153.24)
  • $153.24 P/E (TTM): 44.75X Cap: $17.47B
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Q: Thoughts on Stantec's Q results?
Thanks as always.

Upvote 3

Read Answer Asked by Greg on May 10, 2024

• Boardwalk Real Estate Investment Trust (BEI.UN $71.94)
  • $71.94 P/E (TTM): 11.07X Cap: $3.83B
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Q: Can you comment on the quarter vs expectations. I thought results looked very strong with a nice NAV increase q/q but market didn’t care? Thanks

Upvote 1

Read Answer Asked by Scott on May 10, 2024

• Doman Building Materials Group Ltd. (DBM $8.62)
  • $8.62 P/E (TTM): 11.81X Cap: $753M
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Q: your comments on dbm earnings please.
thank you

Upvote 2

Read Answer Asked by howard on May 10, 2024

• Suncor Energy Inc. (SU $54.05)
  • $54.05 P/E (TTM): 10.88X Cap: $66.34B
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Q: SUncor has suggested that once they reach 12B in debt that they will return 75% of free cash flow to shareholders. As a shareholder I like that. My question is why wouldnt paying down debt be a better marker for shareholders? While I recognize that the Company can write off interest expense against their income, it seems incongruous.

Upvote 5

Read Answer Asked by Kelly on May 10, 2024

• EPAM Systems Inc. (EPAM $149.33)
  • $149.33 P/E (TTM): 21.44X Cap: $8.45B
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Q: Can you please comment on earnings and whether this is a buy, hold or sell. Thank you!

Upvote 1

Read Answer Asked by Neil on May 10, 2024

• Sangoma Technologies Corporation (STC $7.94)
  • $7.94 Cap: $266M
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Q: What is your thoughts on Q3 results. The cash flow generation seems big and the new analyst targets seem encouraging and net debt is down alot.

Upvote 2

Read Answer Asked by Charles on May 10, 2024

• Linamar Corporation (LNR $68.94)
  • $68.94 P/E (TTM): 15.88X Cap: $4.12B
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Q: Hi there could you please comment on yesterdays earnings report and whether it’s at a decent point (given todays rise) to initiate a position for 3-5 years?

Thanks!

Upvote 2

Read Answer Asked by Robert on May 10, 2024