Investment Q&A

• Canadian National Railway Company (CNR $136.61)
  • $136.61 Fwd P/E: 19.61X Cap: $85.72B
  • View CNR Profile
  • View Questions on CNR
• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $191.04)
  • $191.04 Fwd P/E: 16.78X Cap: $10.53B
  • View CTC.A Profile
  • View Questions on CTC.A
• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $20.07)
  • $20.07 Fwd P/E: 9.56X Cap: $1.67B
  • View TCL.A Profile
  • View Questions on TCL.A
• Magna International Inc. (MG $56.86)
  • $56.86 Fwd P/E: 10.69X Cap: $16.29B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Open Text Corporation (OTEX $39.07)
  • $39.07 Fwd P/E: 11.76X Cap: $10.38B
  • View OTEX Profile
  • View Questions on OTEX

Q: How would you rank CNR, CTC.A, MG, OTEX, TCL.A as both dividend growers and separately to buy? Please provide a short reason for your ranking.

Upvote 6

Read Answer Asked by David on June 12, 2025

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $191.04)
  • $191.04 Fwd P/E: 16.78X Cap: $10.53B
  • View CTC.A Profile
  • View Questions on CTC.A

Q: Please update your thoughts on adding shares of this company. Primary objective is income, low risk is second, growth is third.

Upvote 6

Read Answer Asked by Ron on May 14, 2025

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $191.04)
  • $191.04 Fwd P/E: 16.78X Cap: $10.53B
  • View CTC.A Profile
  • View Questions on CTC.A

Q: Could you please provide your analysis of their recent earnings and your latest thoughts on taking a position in this company.

Thanks very much!

Upvote 5

Read Answer Asked by Thomas on February 14, 2025

• Dollarama Inc. (DOL $187.74)
  • $187.74 Fwd P/E: 43.28X Cap: $52.04B
  • View DOL Profile
  • View Questions on DOL
• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $191.04)
  • $191.04 Fwd P/E: 16.78X Cap: $10.53B
  • View CTC.A Profile
  • View Questions on CTC.A
• Alimentation Couche-Tard Inc. (ATD $75.43)
  • $75.43 Fwd P/E: 19.86X Cap: $71.51B
  • View ATD Profile
  • View Questions on ATD
• Aritzia Inc. Subordinate Voting Shares (ATZ $75.31)
  • $75.31 Fwd P/E: 37.18X Cap: $8.63B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ

Q: Just looking for an updated view of Canadian Tire. Think there will be much of a retail bump with all the suggested “ tax breaks”.?

Upvote 6

Read Answer Asked by Jim on November 28, 2024

• Dollarama Inc. (DOL $187.74)
  • $187.74 Fwd P/E: 43.28X Cap: $52.04B
  • View DOL Profile
  • View Questions on DOL
• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $191.04)
  • $191.04 Fwd P/E: 16.78X Cap: $10.53B
  • View CTC.A Profile
  • View Questions on CTC.A

Q: Hi folks,
I currently hold CTC.A in my TFSA and just breaking even. I am thinking of switching to DOL. May I have your opinion as to which company you think would have the best growth profile going forward.
Thanks

Upvote 3

Read Answer Asked by JOHN on May 10, 2024

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $191.04)
  • $191.04 Fwd P/E: 16.78X Cap: $10.53B
  • View CTC.A Profile
  • View Questions on CTC.A

Q: Could you please shed more light on the components causing Canadian Tire EPS to go from over $15 / share in Feb 2023 to below $5 / share in Feb 2024.

I'm thinking about buying and selling lots at current prices to lower my costs, but I would like to understand the EPS drop more clearly before proceeding.

Thanks.

Upvote 3

Read Answer Asked by Robert on April 03, 2024

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $191.04)
  • $191.04 Fwd P/E: 16.78X Cap: $10.53B
  • View CTC.A Profile
  • View Questions on CTC.A

Q: For a 5 year time frame, what 3 consumer discretionary Canadian stocks would be a good replacement for Ctc.a, for decent dividend and some growth? And/or, is Canadian Tire a stock I should just hold onto, and look at it ayear from now?

Upvote 4

Read Answer Asked by Grant on February 26, 2024

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $191.04)
  • $191.04 Fwd P/E: 16.78X Cap: $10.53B
  • View CTC.A Profile
  • View Questions on CTC.A

Q: Canadian Tire had a big miss this quarter. Is this a one off, or a sign of longer term issues. Would you hold or move on?

Thanks, Marie

Upvote 4

Read Answer Asked by Marie on February 15, 2024

• Manulife Financial Corporation (MFC $42.29)
  • $42.29 Fwd P/E: 16.04X Cap: $72.87B
  • View MFC Profile
  • View Questions on MFC
• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $191.04)
  • $191.04 Fwd P/E: 16.78X Cap: $10.53B
  • View CTC.A Profile
  • View Questions on CTC.A
• Magna International Inc. (MG $56.86)
  • $56.86 Fwd P/E: 10.69X Cap: $16.29B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: Happy New Year
Could you rank in order which of the three has the most growth potential going forward and why.
Thanks
Jeff

Upvote 9

Read Answer Asked by JEFF on January 02, 2024

• Home Depot Inc. (The) (HD $359.40)
  • $359.40 Fwd P/E: 24.37X Cap: $357.57B
  • View HD Profile
  • View Questions on HD
• Lowe's Companies Inc. (LOW $219.16)
  • $219.16 Fwd P/E: 18.08X Cap: $122.82B
  • View LOW Profile
  • View Questions on LOW
• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $191.04)
  • $191.04 Fwd P/E: 16.78X Cap: $10.53B
  • View CTC.A Profile
  • View Questions on CTC.A

Q: hi, can I get your thoughts on Canadian tire as a long term hold. in particular I am interested in growth prospects, dividend sustainability and dividend growth. do you expect more downside in price over short term? what price would be a comfortable entry point?
cheers, Chris

Upvote 1

Read Answer Asked by chris on September 12, 2023

• Johnson & Johnson (JNJ $163.70)
  • $163.70 Fwd P/E: 18.13X Cap: $393.87B
  • View JNJ Profile
  • View Questions on JNJ
• Bank of Nova Scotia (The) (BNS $75.76)
  • $75.76 Fwd P/E: 15.86X Cap: $94.36B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Bank of Montreal (BMO $156.85)
  • $156.85 Fwd P/E: 13.94X Cap: $113.25B
  • View BMO Profile
  • View Questions on BMO
• BCE Inc. (BCE $32.50)
  • $32.50 Fwd P/E: 78.86X Cap: $29.64B
  • View BCE Profile
  • View Questions on BCE
• Enbridge Inc. (ENB $61.88)
  • $61.88 Fwd P/E: 22.77X Cap: $134.89B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Manulife Financial Corporation (MFC $42.29)
  • $42.29 Fwd P/E: 16.04X Cap: $72.87B
  • View MFC Profile
  • View Questions on MFC
• Canadian Imperial Bank Of Commerce (CM $100.61)
  • $100.61 Fwd P/E: 12.5X Cap: $93.98B
  • View CM Profile
  • View Questions on CM
• TC Energy Corporation (TRP $65.52)
  • $65.52 Fwd P/E: 15.58X Cap: $68.09B
  • View TRP Profile
  • View Questions on TRP
• Intact Financial Corporation (IFC $304.04)
  • $304.04 Fwd P/E: 24.2X Cap: $54.22B
  • View IFC Profile
  • View Questions on IFC
• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $191.04)
  • $191.04 Fwd P/E: 16.78X Cap: $10.53B
  • View CTC.A Profile
  • View Questions on CTC.A
• Granite Real Estate Investment Trust (GRT.UN $72.14)
  • $72.14 Fwd P/E: 14.21X Cap: $4.49B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• goeasy Ltd. (GSY $173.13)
  • $173.13 Fwd P/E: 11.53X Cap: $2.85B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Brookfield Infrastructure Partners L.P. (BIP.UN $44.36)
  • $44.36 Fwd P/E: 543.43X Cap: $29.23B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Exchange Income Corporation (EIF $65.57)
  • $65.57 Fwd P/E: 26.63X Cap: $3.36B
  • View EIF Profile
  • View Questions on EIF
• iShares Expanded Tech Sector ETF (IGM $114.42)
  • $114.42 Fwd P/E: 43.25X Cap: $6.85B
  • View IGM Profile
  • View Questions on IGM

Q: I have owned these stocks for over 13 yrs incl. T, JNJ & IGM - added quite a while ago. The last 4 added last 2 years. Sitting on cash build up wondering what to do - ie. buy? Add to; ENB, GRT.UN, , GSY or ? I am 74 YY. I own in my RIF: ALA, FTS, RNW, RY, SLF, TD, RYNWH.UN and ETF ZHY. My Non- Registered account portfolio- first listed stocks represent, by far the largest portion of my investments.

Upvote 0

Read Answer Asked by James on August 09, 2023

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $191.04)
  • $191.04 Fwd P/E: 16.78X Cap: $10.53B
  • View CTC.A Profile
  • View Questions on CTC.A
• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 Fwd P/E: 17.7X Cap: $538M
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN

Q: Hi folks,
Looking to add to my RRSP account. I am considering AW.UN or CTC.A. Which one would you recommend at this time. I want something with a good solid yield with some growth down the road.
Thanks

Upvote 0

Read Answer Asked by JOHN on June 19, 2023

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $191.04)
  • $191.04 Fwd P/E: 16.78X Cap: $10.53B
  • View CTC.A Profile
  • View Questions on CTC.A

Q: What do you think of Canadian Tire's outlook post the earnings release - buy, sell or hold in this macro environment? Thanks

Upvote 0

Read Answer Asked by Michael on May 17, 2023

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $191.04)
  • $191.04 Fwd P/E: 16.78X Cap: $10.53B
  • View CTC.A Profile
  • View Questions on CTC.A
• Restaurant Brands International Inc. (QSR $94.90)
  • $94.90 Fwd P/E: 23.58X Cap: $43.14B
  • View QSR Profile
  • View Questions on QSR
• Magna International Inc. (MG $56.86)
  • $56.86 Fwd P/E: 10.69X Cap: $16.29B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 Fwd P/E: 17.7X Cap: $538M
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN
• Leon's Furniture Limited (LNF $27.25)
  • $27.25 Fwd P/E: 11.95X Cap: $1.85B
  • View LNF Profile
  • View Questions on LNF
  • View Reports on LNF
• Pizza Pizza Royalty Corp. (PZA $15.49)
  • $15.49 Fwd P/E: 33.54X Cap: $516M
  • View PZA Profile
  • View Questions on PZA

Q: Hello, folks,
I currently own Magna but, considering recent events/performance and murkier outlook, am exploring possibly making a switch. I am looking at CTC.A, LNF, and QSR. Please indicate order of preference for a 5-year hold and short explanation of rationale.
I'd be open to suggestions of other stocks in the Consumer Cyclical space with >3% dividend if you think there are better options.
Thanks in advance,
Rory

Upvote 0

Read Answer Asked by Rory on April 25, 2023

• Johnson & Johnson (JNJ $163.70)
  • $163.70 Fwd P/E: 18.13X Cap: $393.87B
  • View JNJ Profile
  • View Questions on JNJ
• Bank of Nova Scotia (The) (BNS $75.76)
  • $75.76 Fwd P/E: 15.86X Cap: $94.36B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Bank of Montreal (BMO $156.85)
  • $156.85 Fwd P/E: 13.94X Cap: $113.25B
  • View BMO Profile
  • View Questions on BMO
• BCE Inc. (BCE $32.50)
  • $32.50 Fwd P/E: 78.86X Cap: $29.64B
  • View BCE Profile
  • View Questions on BCE
• Enbridge Inc. (ENB $61.88)
  • $61.88 Fwd P/E: 22.77X Cap: $134.89B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Manulife Financial Corporation (MFC $42.29)
  • $42.29 Fwd P/E: 16.04X Cap: $72.87B
  • View MFC Profile
  • View Questions on MFC
• Canadian Imperial Bank Of Commerce (CM $100.61)
  • $100.61 Fwd P/E: 12.5X Cap: $93.98B
  • View CM Profile
  • View Questions on CM
• TC Energy Corporation (TRP $65.52)
  • $65.52 Fwd P/E: 15.58X Cap: $68.09B
  • View TRP Profile
  • View Questions on TRP
• Intact Financial Corporation (IFC $304.04)
  • $304.04 Fwd P/E: 24.2X Cap: $54.22B
  • View IFC Profile
  • View Questions on IFC
• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $191.04)
  • $191.04 Fwd P/E: 16.78X Cap: $10.53B
  • View CTC.A Profile
  • View Questions on CTC.A
• Enbridge Income Fund Holdings Inc. (ENF $31.88)
  • $31.88 Fwd P/E: 5.5X
  • View ENF Profile
  • View Questions on ENF
• Granite Real Estate Investment Trust (GRT.UN $72.14)
  • $72.14 Fwd P/E: 14.21X Cap: $4.49B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• goeasy Ltd. (GSY $173.13)
  • $173.13 Fwd P/E: 11.53X Cap: $2.85B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Brookfield Infrastructure Partners L.P. (BIP.UN $44.36)
  • $44.36 Fwd P/E: 543.43X Cap: $29.23B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Exchange Income Corporation (EIF $65.57)
  • $65.57 Fwd P/E: 26.63X Cap: $3.36B
  • View EIF Profile
  • View Questions on EIF
• iShares Expanded Tech Sector ETF (IGM $114.42)
  • $114.42 Fwd P/E: 43.25X Cap: $6.85B
  • View IGM Profile
  • View Questions on IGM

Q: I have owned these stocks in my non-registered account for 12 years except ETF IGM, T, CTC.A (bought 2 yr ago - up a fair bit). T bought 5 years or so ago. GSY, MFC & GRT.UN a year ago - all 3 up nicely. I buy dividend growers for the most part. I have been retired for quite a while - so, more interested in dividend growth. Large portfolio with banks 40% of total. Do not worry about market downturns: add to positions when they go on sale -08/09 and 2020. Sitting on cash and looking to add to these positions . Do not own ENF.CA - typo. Suggestions?? IFC 5-6 years up 220% including dividends.

Upvote 0

Read Answer Asked by James on March 10, 2023

• Costco Wholesale Corporation (COST $950.95)
  • $950.95 Fwd P/E: 55.72X Cap: $421.72B
  • View COST Profile
  • View Questions on COST
• McDonald's Corporation (MCD $297.07)
  • $297.07 Fwd P/E: 26.51X Cap: $212.41B
  • View MCD Profile
  • View Questions on MCD
• Walmart Inc. (WMT $95.05)
  • $95.05 Fwd P/E: 40.64X Cap: $758.53B
  • View WMT Profile
  • View Questions on WMT
• Dollarama Inc. (DOL $187.74)
  • $187.74 Fwd P/E: 43.28X Cap: $52.04B
  • View DOL Profile
  • View Questions on DOL
• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $191.04)
  • $191.04 Fwd P/E: 16.78X Cap: $10.53B
  • View CTC.A Profile
  • View Questions on CTC.A
• Alimentation Couche-Tard Inc. (ATD $75.43)
  • $75.43 Fwd P/E: 19.86X Cap: $71.51B
  • View ATD Profile
  • View Questions on ATD
• Aritzia Inc. Subordinate Voting Shares (ATZ $75.31)
  • $75.31 Fwd P/E: 37.18X Cap: $8.63B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ

Q: Hi Peter & Team:

Of the above consumer stocks , could u rank them from 1-5 (least prefer to most prefer)
Secondly, are they at the attractive price to buy now? What would be a good price to get in.

Take as many credits as you see fit. Thank you

Upvote 0

Read Answer Asked by DAVID on March 10, 2023

• Sun Life Financial Inc. (SLF $85.35)
  • $85.35 Fwd P/E: 15.63X Cap: $48.51B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Dollarama Inc. (DOL $187.74)
  • $187.74 Fwd P/E: 43.28X Cap: $52.04B
  • View DOL Profile
  • View Questions on DOL
• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $191.04)
  • $191.04 Fwd P/E: 16.78X Cap: $10.53B
  • View CTC.A Profile
  • View Questions on CTC.A
• BRP Inc. Subordinate Voting Shares (DOO $66.16)
  • $66.16 Cap: $4.83B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• goeasy Ltd. (GSY $173.13)
  • $173.13 Fwd P/E: 11.53X Cap: $2.85B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• EQB Inc. (EQB $102.07)
  • $102.07 Fwd P/E: 10.48X Cap: $3.90B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
  • View Questions on NVEI
• Brookfield Corporation Class A Limited Voting Shares (BN $92.31)
  • $92.31 Fwd P/E: 244.24X Cap: $154.32B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $83.40)
  • $83.40 Fwd P/E: 44.39X Cap: $134.48B
  • View BAM Profile
  • View Questions on BAM

Q: Would you have better stocks
ATZ,CGY,JWEL ,HORIZON ETF
to buy now?
Thanks

Upvote 0

Read Answer Asked by gabriel on February 24, 2023

• Home Depot Inc. (The) (HD $359.40)
  • $359.40 Fwd P/E: 24.37X Cap: $357.57B
  • View HD Profile
  • View Questions on HD
• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $191.04)
  • $191.04 Fwd P/E: 16.78X Cap: $10.53B
  • View CTC.A Profile
  • View Questions on CTC.A

Q: Wondering what your preference would be given recent earnings, yield, growth etc.

Upvote 0

Read Answer Asked by Michael on February 22, 2023

• Amazon.com Inc. (AMZN $226.13)
  • $226.13 Fwd P/E: 36.46X Cap: $2.40T
  • View AMZN Profile
  • View Questions on AMZN
• Booking Holdings Inc. (BKNG $5,702.90)
  • $5,702.90 Fwd P/E: 35.44X Cap: $185.57B
  • View BKNG Profile
  • View Questions on BKNG
• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $191.04)
  • $191.04 Fwd P/E: 16.78X Cap: $10.53B
  • View CTC.A Profile
  • View Questions on CTC.A
• BRP Inc. Subordinate Voting Shares (DOO $66.16)
  • $66.16 Cap: $4.83B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Ulta Beauty Inc. (ULTA $493.30)
  • $493.30 Fwd P/E: 19.17X Cap: $22.17B
  • View ULTA Profile
  • View Questions on ULTA
• Aritzia Inc. Subordinate Voting Shares (ATZ $75.31)
  • $75.31 Fwd P/E: 37.18X Cap: $8.63B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.23)
  • $19.23 Fwd P/E: 26.58X Cap: $1.86B
  • View GOOS Profile
  • View Questions on GOOS
• Hilton Worldwide Holdings Inc. (HLT $272.68)
  • $272.68 Fwd P/E: 43.0X Cap: $64.81B
  • View HLT Profile
  • View Questions on HLT
• Pool Corporation (POOL $298.86)
  • $298.86 Fwd P/E: 27.98X Cap: $11.23B
  • View POOL Profile
  • View Questions on POOL
• Pet Valu Holdings Ltd. (PET $34.25)
  • $34.25 Fwd P/E: 26.56X Cap: $2.40B
  • View PET Profile
  • View Questions on PET

Q: What would be your top 5 Consumer Discretionary names in Canada and the US?

Thanks

Upvote 0

Read Answer Asked by Dave on February 21, 2023

• Sun Life Financial Inc. (SLF $85.35)
  • $85.35 Fwd P/E: 15.63X Cap: $48.51B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $191.04)
  • $191.04 Fwd P/E: 16.78X Cap: $10.53B
  • View CTC.A Profile
  • View Questions on CTC.A
• Savaria Corporation (SIS $20.04)
  • $20.04 Fwd P/E: 28.84X Cap: $1.43B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: I am working to balance out my portfolio; being low in both Consumer cyclical and defensive names. The objective for one purchase is income /modest growth and CTC.A is of interest. It appears (still) in a number of income lists, has a sporadically growing dividend and shows a current dividend of 4.85%. It is down over 22% on the year. I'd appreciate your take on this stock and any insights if you have a worthy competitor for this purchase. Many thanks and a Happy New Year.

Upvote 0

Read Answer Asked by Dave on January 03, 2023