Investment Q&A

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X
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• Alimentation Couche-Tard Inc. (ATD $82.25)
  • $82.25 P/E (TTM): 22.03X Cap: $75.58B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.38)
  • $175.38 P/E (TTM): 129.35X Cap: $217.35B
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• Savaria Corporation (SIS $24.40)
  • $24.40 P/E (TTM): 29.29X Cap: $1.76B
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• Boyd Group Services Inc. (BYD $233.57)
  • $233.57 P/E (TTM): 236.49X Cap: $6.55B
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Q: I am missing the above in my balanced portfolio. Which two would you add first in the new year.
Thanks, Rod

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Read Answer Asked by Rod on December 09, 2022

• Evolve Innovation Index Fund (EDGE $41.36)
  • $41.36 P/E (TTM): 29.47X Cap: $30M
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Q: What do you think about EDGE at this time for a long term hold?

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Read Answer Asked by Chris on December 09, 2022

• W.W. Grainger Inc. (GWW $1,148.84)
  • $1,148.84 P/E (TTM): 32.55X Cap: $52.92B
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Q: What are you thoughts about Gww. I a surprised it is near its 12 week high

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Read Answer Asked by Leon on December 09, 2022

• Athabasca Oil Corporation (ATH $8.71)
  • $8.71 P/E (TTM): 9.91X Cap: $4.47B
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Q: what is your opinion on the 2023 budget and capital allocation , market does not seem to like it.
dave

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Read Answer Asked by david on December 09, 2022

Q: So, I understand how CDRs work, I think, but what happens to the dividend income on the shares involved. As a CDR investor do you share in this income?

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Read Answer Asked by Leonard on December 09, 2022

• Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
  • $44.24 P/E (TTM): 147.69X
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Q: Good morning,

Can you tell me your opinion on MAGT. I double my money right now , should I take profit or let it run.

Thank you

Martin

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Read Answer Asked by Martin on December 09, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.00)
  • $13.00 Cap: $1.74B
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Q: Your opinion on LSPD please. Is it buyable now? thank you. Fooklin

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Read Answer Asked by Fooklin on December 09, 2022

• Sanmina Corporation (SANM $142.70)
  • $142.70 P/E (TTM): 33.96X Cap: $8.80B
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Q: Other issues aside, any thoughts on this company and its prospects? Buy/sell/hold?

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Read Answer Asked by Doug on December 09, 2022

• H&R Real Estate Investment Trust (HR.UN $10.44)
  • $10.44 Cap: $2.89B
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• Primaris Real Estate Investment Trust (PMZ.UN $17.79)
  • $17.79 P/E (TTM): 38.09X Cap: $2.08B
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Q: I have both HR.un and PMZ.un because of spin off. I want to sell one or both for a Tax Loss. Is either one have potentail over next few years?

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Read Answer Asked by Kathy on December 09, 2022

Q: I am looking for a stock screener that will give me a list of Preferred Stock that will reset in the next 6 months. Any idea where I may find one?

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Read Answer Asked by Larry M. on December 09, 2022

• Trulieve Cannabis Corp (TRUL $8.53)
  • $8.53 Cap: $1.60B
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Q: TRUL price has dropped quite a bit over the last few sessions. Anything other than year end tax loss selling going on? I'm holding a small position in anticipation of a recovery in a few years.

Thanks.

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Read Answer Asked by Robert on December 09, 2022

• Enbridge Inc. (ENB $74.03)
  • $74.03 P/E (TTM): 28.19X Cap: $162.12B
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• Brookfield Renewable Partners L.P. (BEP.UN $41.40)
  • $41.40 Cap: $28.69B
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Q: which do you prefer at current prices for stability and some capital growth within a rrsp.

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Read Answer Asked by Nigel on December 09, 2022

• goeasy Ltd. (GSY $109.81)
  • $109.81 P/E (TTM): 7.73X Cap: $1.70B
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Q: your opinion on GSY please. Is it buyable now? Thank you. Fooklin

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Read Answer Asked by Fooklin on December 09, 2022

• Verde Agritech Ltd. Ordinary Shares (NPK $1.32)
  • $1.32 Cap: $70M
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Q: Do you feel Verdes current share price is a relatively safe location to accumulate more shares? The horizon for holding would be 1-2 years with periodic assessments.

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Read Answer Asked by Frederick on December 09, 2022

• Brookfield Asset Management Reinsurance Partners Ltd. Class A Exchangeable Limited Voting Shares (BAMR)
  • P/E (TTM): 3.7X Cap: $2.09B
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Q: What is your view on BAMR. It has not well since I bought it. Any decent prospects?

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Read Answer Asked by Margot on December 09, 2022

• McDonald's Corporation (MCD $331.16)
  • $331.16 P/E (TTM): 28.02X Cap: $235.97B
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• Yum! Brands Inc. (YUM $158.88)
  • $158.88 P/E (TTM): 29.35X Cap: $44.36B
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• Restaurant Brands International Inc. (QSR $96.93)
  • $96.93 P/E (TTM): 30.75X Cap: $44.84B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
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• Domino's Pizza Inc (DPZ $409.31)
  • $409.31 P/E (TTM): 22.78X Cap: $13.73B
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Q: I've read recently that digitalization has transformed MCD, and vastly improved margins in the process. I've also been reading how in general, robotics and automation is starting to get a toe-hold in some fast food restaurants.

This is asking a bit about looking into your crystal ball but do you see some similar positive transformation in either QSR and / or AW.UN in the future ?

I've also noticed that in recent responses to questions that you see value in these two names. I think QSR's P/E is about 21 which seems a bit on the high side. Is it ?

How well do companies like this do in a recession? One would think people would not have the extra cash to go eat at restaurants in that environment.

Upvote 1

Read Answer Asked by James on December 09, 2022

• Vertex Resource Group Ltd. (VTX $0.18)
  • $0.18 Cap: $21M
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Q: An opinion please.

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Read Answer Asked by Bill on December 09, 2022

• Newmont Corporation (NEM $119.83)
  • $119.83 P/E (TTM): 20.15X Cap: $128.93B
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• Agnico Eagle Mines Limited (AEM $317.04)
  • $317.04 P/E (TTM): 28.63X Cap: $160.56B
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• SilverCrest Metals Inc. (SIL $14.63)
  • $14.63 P/E (TTM): 17.82X
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• Sprott Physical Gold Trust (PHYS $53.39)
  • $53.39 P/E (TTM): 24.9X Cap: $21.42B
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Q: Hello,
I am down in phys, aem, and sil but down the most in phys. can you recommend a proxy for tax loss harvesting to replace all 3 or should I sell phys and sil and replace with aem?
thanks

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Read Answer Asked by Mary on December 09, 2022

• Enghouse Systems Limited (ENGH $17.90)
  • $17.90 P/E (TTM): 13.36X Cap: $982M
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Q: What does the market expect next week for their quarter?

Thx

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Read Answer Asked by blake on December 09, 2022

• Dye & Durham Limited (DND $5.04)
  • $5.04 Cap: $298M
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Q: your opinion on DND please. is it buyable now? Thank you, Fooklin

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Read Answer Asked by Fooklin on December 09, 2022