Investment Q&A

• Berkshire Hathaway Inc. (BRK.B $486.18)
  • $486.18 P/E (TTM): 16.76X Cap: $1.04T
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• Brookfield Corporation Class A Limited Voting Shares (BN $89.97)
  • $89.97 P/E (TTM): 153.91X Cap: $134.58B
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Q: Hello

Is BN like a Canadian version of BRK.B.

With the major difference BN pays a small dividend and breaks up its assets like BAM.

Would you own both or do you prefer one over the other.

Thank you.

Mike

Upvote 0

Read Answer Asked by Mike on October 04, 2023

• Nutrien Ltd. (NTR $80.78)
  • $80.78 P/E (TTM): 187.47X Cap: $39.24B
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Q: I have a position in Nutrien where I'm now more or less breakeven. I'm considering adding after the drop... thoughts?

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Read Answer Asked by Brett on October 04, 2023

• Eli Lilly and Company (LLY $695.33)
  • $695.33 P/E (TTM): 57.91X Cap: $658.09B
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Q: Would you recommend LLY at the current somewhat elevated price?
With appreciation,
Ed

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Read Answer Asked by Ed on October 04, 2023

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: With patience in big supply where would you buy and why ? Thank you.

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Read Answer Asked by Paul on October 04, 2023

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.16)
  • $55.16 Cap: $7.28B
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• Brookfield Business Corporation Class A Exchangeable Subordinate Voting Shares (BBUC $47.92)
  • $47.92 Cap: $4.59B
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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 $43.69)
  • $43.69 P/E (TTM): 32.54X Cap: $62.72B
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• Albemarle Corporation (ALB $81.29)
  • $81.29 Cap: $9.56B
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• Sociedad Quimica y Minera S.A. (SQM $46.65)
  • $46.65 P/E (TTM): 18.85X Cap: $13.32B
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• Livent Corporation (LTHM)
  • P/E (TTM): 3.41X Cap: $2.96B
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• Standard Lithium Ltd. (SLI $3.94)
  • $3.94 Cap: $799M
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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

Upvote 0

Read Answer Asked by michael on October 04, 2023

• Bank of Nova Scotia (The) (BNS $79.53)
  • $79.53 P/E (TTM): 16.71X Cap: $99.05B
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• Brookfield Corporation Class A Limited Voting Shares (BN $89.97)
  • $89.97 P/E (TTM): 153.91X Cap: $134.58B
  • View BN Profile
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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?

Upvote 0

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 $5.38)
  • $5.38 Cap: $1.49B
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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): 16.39X 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

Upvote 0

Read Answer Asked by Ken on October 03, 2023

• WELL Health Technologies Corp. (WELL $4.86)
  • $4.86 Cap: $1.23B
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Q: please comment on well news today re acquisition, dilution effect and potential
valuation going forward.

Upvote 0

Read Answer Asked by howard on October 03, 2023

• goeasy Ltd. (GSY $209.64)
  • $209.64 P/E (TTM): 12.57X Cap: $3.36B
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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 !

Upvote 1

Read Answer Asked by jean on October 03, 2023

• Kimbell Royalty Partners Representing Limited Partner Interests (KRP $13.93)
  • $13.93 Cap: $1.50B
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• Black Stone Minerals L.P. representing limited partner interests (BSM $12.30)
  • $12.30 P/E (TTM): 10.65X Cap: $2.60B
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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

Upvote 0

Read Answer Asked by michael on October 03, 2023

• BCE Inc. (BCE $34.98)
  • $34.98 P/E (TTM): 76.61X Cap: $32.61B
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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 $2.87)
  • $2.87 Cap: $807M
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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!

Upvote 0

Read Answer Asked by Robert on October 03, 2023

• Royal Bank of Canada (RY $188.88)
  • $188.88 P/E (TTM): 20.61X Cap: $266.23B
  • View RY Profile
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• Toronto-Dominion Bank (The) (TD $102.28)
  • $102.28 P/E (TTM): 10.53X Cap: $176.17B
  • View TD Profile
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• Bank of Nova Scotia (The) (BNS $79.53)
  • $79.53 P/E (TTM): 16.71X Cap: $99.05B
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• Canadian Imperial Bank Of Commerce (CM $100.68)
  • $100.68 P/E (TTM): 12.61X Cap: $94.05B
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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?

Upvote 0

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.

Upvote 0

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?

Upvote 0

Read Answer Asked by Trevor on October 03, 2023

• Bank of Nova Scotia (The) (BNS $79.53)
  • $79.53 P/E (TTM): 16.71X Cap: $99.05B
  • View BNS Profile
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• BCE Inc. (BCE $34.98)
  • $34.98 P/E (TTM): 76.61X Cap: $32.61B
  • View BCE Profile
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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 ?

Upvote 0

Read Answer Asked by Robbie on October 03, 2023