Investment Q&A

• iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD $35.37)
  • $35.37 P/E (TTM): 56.07X Cap: $204M
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $54.64)
  • $54.64 P/E (TTM): 9.2X Cap: $4.19B
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• Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH $67.41)
  • $67.41 P/E (TTM): 68.42X Cap: $897M
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Q: Can you please recommend an equivalent to VDY that holds U.S. Companies and is Canadian Hedged?
Thanks

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Read Answer Asked by Curtis on August 16, 2023

• Apple Inc. (AAPL $227.76)
  • $227.76 P/E (TTM): 34.56X Cap: $3.37T
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• Constellation Software Inc. (CSU $4,383.40)
  • $4,383.40 P/E (TTM): 112.85X Cap: $94.74B
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Q: Between AAPL and CSU, which company do you feel has the best growth prospects over the next 5 years? Thank you.

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Read Answer Asked by Maureen on August 16, 2023

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $40.63)
  • $40.63 P/E (TTM): 82.74X Cap: $6.48B
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• Granite Real Estate Investment Trust (GRT.UN $78.97)
  • $78.97 P/E (TTM): 21.43X Cap: $4.84B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.19)
  • $12.19 P/E (TTM): 25.85X Cap: $3.58B
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Q: What are your favorite REIT's now?

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Read Answer Asked by Gregory on August 16, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $89.95)
  • $89.95 P/E (TTM): 153.91X Cap: $134.58B
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Q: Just as a follow up then would you sell shares that game from the spin off and put into BN

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Read Answer Asked by Cory on August 16, 2023

• Altus Group Limited (AIF $61.42)
  • $61.42 P/E (TTM): 7.13X Cap: $2.64B
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Q: Can please comment on their Q2 2023 financial results? Stock popped on the news even though revenue, EBIDTA, EPS were all down y/y. Why?

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Read Answer Asked by Adam on August 16, 2023

Q: Splash Beverage Group. Can I have your analysis and do you think it’s investable?
Thanks

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Read Answer Asked by Curtis on August 16, 2023

Q: What has happened to the Sedar web site? I used to go there reguarly for information but the new site is impossible to navigate. Example I was looking for the formula used to reset the dividend on ECN.PR.C . I was able to find the rate and the dividend and the reset date on the company web site but I could not find the actual reset formula. So is there a way on the new Sedar website to get at documents filed by a listed company? Some thing I used to be able to do with one click. Thanks

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Read Answer Asked by Dennis on August 16, 2023

• BMO Equal Weight REITs Index ETF (ZRE $22.20)
  • $22.20 P/E (TTM): 54.28X Cap: $591M
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• BMO Equal Weight Utilities Index ETF (ZUT $24.33)
  • $24.33 P/E (TTM): 40.82X Cap: $723M
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Q: I would like to follow up on a question asked last week l, to choose between a reit etf and a utilities etf. And you advised the utility sector mapped here is better. Could you please advise on the dividend stock space in general to add in say telcos, banks, insurance and pipelines?
The broader discussion of the moment is about rates and their future path and relative value of earnings and dividends compared to t bills and low risk savings of the like.
Do you feel that any of these sectors are good buys at the moment? Could you maybe rank or group which you feel are best or just in vs out?
Thank you,

Peter

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Read Answer Asked by Peter on August 16, 2023

• Blackstone Inc. (BX $170.24)
  • $170.24 P/E (TTM): 45.96X Cap: $124.93B
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• Brookfield Corporation Class A Limited Voting Shares (BN $89.95)
  • $89.95 P/E (TTM): 153.91X Cap: $134.58B
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Q: As a curiosity I thought it would be interesting to compare these two, noting they seem to be competitors in many ways. Frankly bit looks like Blackstone trounces Brookfield on stock performance over almost every time length. Do you have any thoughts on comparing the two and Blackstone’s value as a financial alternative asset holder?

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Read Answer Asked by Peter on August 16, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $89.95)
  • $89.95 P/E (TTM): 153.91X Cap: $134.58B
  • View BN Profile
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Q: BN is currently classified as being in the "Finance" sector. Should it be in Finance or in Real Estate?
I keep track of my securities using a spreadsheet and hold BN. When I look at my sector allocations, it always appears as though my "Finance" weighting is overweight and my "Real Estate" weighting is underweight, but I'm wondering if I should just change how I'm classifying them.

Thoughts?

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Read Answer Asked by Mike on August 16, 2023

• ECN Capital Corp. 6.25% Senior Unsecured Debentures (ECN.DB.B $99.90)
  • $99.90 Cap: $28.14B
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Q: How will the new deal ECN just negotiated affect their debt specifically ecn.db.b?

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Read Answer Asked by Robert on August 16, 2023

• Tantalus Systems Holding Inc. (GRID $2.93)
  • $2.93 Cap: $151M
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Q: Based on your previous answers for tantalus systems GRID can you you please give your opinion on the recent earnings and the company and industry going forward. Has Pender increased their holdings or decreased in them and is there any other big investors invested in this stock that are noteworthy?

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Read Answer Asked by James on August 16, 2023

• Sea Limited American Depositary Shares each representing one Class A (SE $187.65)
  • $187.65 P/E (TTM): 242.7X Cap: $111.03B
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Q: Can you give some comments

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Read Answer Asked by Michael on August 16, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $89.95)
  • $89.95 P/E (TTM): 153.91X Cap: $134.58B
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Q: Why is BN doing so poorly?

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Read Answer Asked by Al on August 16, 2023

• Alphabet Inc. (GOOG $208.00)
  • $208.00 P/E (TTM): 22.04X Cap: $2.52T
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• Alphabet Inc. (GOOGL $207.22)
  • $207.22 P/E (TTM): 21.97X Cap: $2.52T
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Q: Remind me what the diff is between the two and which would you recommend.? My research (TD) gives the identical description for both companies.

Carl

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Read Answer Asked by Carl on August 15, 2023

• Fortinet Inc. (FTNT $77.48)
  • $77.48 P/E (TTM): 32.93X Cap: $59.49B
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• Palo Alto Networks Inc. (PANW $184.96)
  • $184.96 P/E (TTM): 106.22X Cap: $123.05B
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• Qualys Inc. (QLYS $132.88)
  • $132.88 P/E (TTM): 26.85X Cap: $4.78B
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• CrowdStrike Holdings Inc. (CRWD $419.95)
  • $419.95 Cap: $104.39B
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Q: US Cyber Security stocks seem to consolidate lately and form a bottom. Wich one do your prefer for a balance of growth, quality of management, history and balance sheet?

Thanks

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Read Answer Asked by Daniel on August 15, 2023

• Enerflex Ltd. (EFX $13.49)
  • $13.49 P/E (TTM): 9.52X Cap: $1.65B
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Q: your thoughts on quarterly results and future potential. Is it a buy in the 8.50 range?

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Read Answer Asked by kenneth on August 15, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $89.95)
  • $89.95 P/E (TTM): 153.91X Cap: $134.58B
  • View BN Profile
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $83.56)
  • $83.56 P/E (TTM): 41.72X Cap: $134.41B
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Q: Hi there, where would you prefer to have your money and do you still have high conviction in this company. Thanks

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Read Answer Asked by Cory on August 15, 2023

• RLI Corp. (DE) (RLI $67.42)
  • $67.42 P/E (TTM): 22.63X Cap: $6.29B
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Q: Any comments in general on RLI Corp (insurance) ?

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Read Answer Asked by Reg on August 15, 2023

• Knight Therapeutics Inc. (GUD $6.48)
  • $6.48 Cap: $651M
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Q: Hi
What is your opinion of Knight’s latest quarterly results. Thanks

Kenn

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Read Answer Asked by Kenneth on August 15, 2023