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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: What is the teams favorite in the defense armed forces area? Elbit systems( ESLT ) seems to have very positive momentum but PE is over 30;while other majors in this area are have a PE apx. 20. What is the teams opinion of ESLT compare to the other majors in this field. Also please include thoughts on LMT, GD,RTX, and the TSX traded MAL.
Much appreciated Douglas
Read Answer Asked by Douglas on March 25, 2022
Q: I see you like Trisura for 2022. Answering a question on March 17 you acturally included it as one of your top picks for this year. My question is why do you have such confidence in the future of this company. Also, do you see it doing well this year or is it the kind of company that one has to buy and hold for 5 years to see stong advances in its price appreciation. Thanks as always for your opinion.
Read Answer Asked by Les on March 23, 2022
Q: Can you explain the SHOP price disparity on the US and CAD exchanges that occurred recently? Reference your answer to a member question yesterday 'SHOP had an unusual spike close on Friday and was up $122. Today it is down $110 and still up over two days. On the TSX where there was no spike the stock is down $20 only today.'
Read Answer Asked by Patrick on March 23, 2022
Q: This was one you had liked in the past, and certainly with tightness continuing with chips, and therefore reduced new automobile supply, this used car auctioneer I thought would have held up better in these volatile markets. Are you still as keen on this one, or would you use this holding as a source of funds for other ideas. Essentially, is it a 'soft' hold at this point?

Thank you as always...
Read Answer Asked by Warren on March 22, 2022
Q: I am looking to possibly add to GSY. I am comparing to TD and BNS in the following order: GSY,TD,BNS with PB Ratio: 2.9, 1.9, 1.7; PE Ratio: 8.8, 12.7, 11.6; DIV(%): 2.6, 3.5, 4.3. Would you think the disparity in the PE Ratio may continue with GSY? It looks like a buy for growth but (as usual) I am probably missing something. I currently have both TD and GSY. Thoughts please. Thanks Dan.
Read Answer Asked by Danny-boy on March 22, 2022
Q: I would like to add 5 or 6 Canadian companies to my portfolio that pay a decent dividend (3%+) and distribute monthly. I'm hoping that you can suggest some companies that fit the bill and you respect for their high quality, leadership and ability to whether the noise created by events such as we are currently experiecing. Thanks in advance for you continued respected advice.
Read Answer Asked by Les on March 21, 2022