Investment Q&A

• Toronto-Dominion Bank (The) (TD $130.71)
  • $130.71 P/E (TTM): 11.15X Cap: $222.24B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.68)
  • $219.68 P/E (TTM): 146.53X Cap: $284.47B
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• EQB Inc. (EQB $102.74)
  • $102.74 P/E (TTM): 15.73X Cap: $3.86B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $126.52)
  • $126.52 P/E (TTM): 56.62X Cap: $14.63B
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• Brookfield Corporation Class A Limited Voting Shares (BN $65.73)
  • $65.73 P/E (TTM): 94.35X Cap: $147.40B
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Q: Hello 5I. If you had to flag potential screaming buys in the market today what would 5 of them be for a 1 year period and 5 year thanks.

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Read Answer Asked by Tyler on May 15, 2023

• Sun Life Financial Inc. (SLF $87.21)
  • $87.21 P/E (TTM): 21.31X Cap: $47.93B
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Q: Can you please comment on their recent financial results, along with your thoughts looking forward. It appeared to be pretty much a non event with the market. Thank You.

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Read Answer Asked by Walter on May 15, 2023

• Trisura Group Ltd. (TSU $45.96)
  • $45.96 P/E (TTM): 17.55X Cap: $2.17B
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Q: Can you please comment on TSU's latest earnings report? Would you be comfortable buying at the current stock price?
Thank you as always for your expertise.

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Read Answer Asked by Richard on May 15, 2023

• Trisura Group Ltd. (TSU $45.96)
  • $45.96 P/E (TTM): 17.55X Cap: $2.17B
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Q: Please comment on the results for Trisura. Is this a good entry point to add to my position?

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Read Answer Asked by Dennis on May 15, 2023

• Trisura Group Ltd. (TSU $45.96)
  • $45.96 P/E (TTM): 17.55X Cap: $2.17B
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Q: Looks like great numbers for the quarter. What's you take on these numbers and where do you see TSU going from here?
Thanks.

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Read Answer Asked by Christopher on May 15, 2023

• JPMorgan Chase & Co. (JPM $309.26)
  • $309.26 P/E (TTM): 15.39X Cap: $838.10B
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• FIRST REPUBLIC BANK (FRC)
  • P/E (TTM): 21.1X Cap: $653M
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Q: First Republic Bank was taken over by JP Morgan Chase. Now my watchlist shows some shares listed as FRCB and these shares have been slowly climbing from .30's to a current price of .4679 US. Please explain what these FRCB shares are.
Thank you. Gordo

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Read Answer Asked by gord on May 15, 2023

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,570.25)
  • $2,570.25 P/E (TTM): 8.51X Cap: $54.87B
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Q: The 1st Q results looked good, the stock hit a 52 week high, only to completely give up that gain the next day. Would you continue to hold or switch to a different insurance company like TSU or IFC. Any others you would consider superior? John

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Read Answer Asked by John on May 15, 2023

• CI Financial Corp. (CIX $31.99)
  • $31.99 Cap: $4.58B
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Q: Seemed to go down as fast as it went up-could you comment ?

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Read Answer Asked by terrance on May 15, 2023

• CI Financial Corp. (CIX $31.99)
  • $31.99 Cap: $4.58B
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Q: Hi,

In one day up 45% (short squeeze?), finishes the day up 24%, then the next day tanks 15%...almost ending up at the same share price before the 20% sale.


What gives?

Can you suggest a valuation?
What is the chance this thing gets back to $20?

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Read Answer Asked by D on May 12, 2023

• Element Fleet Management Corp. (EFN $35.11)
  • $35.11 P/E (TTM): 23.39X Cap: $13.97B
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Q: Thoughts on Elements earnings. They are guiding for between 8.7-9% fcf yield based on yesterdays close. For a steady eddy company this seems like an excellent bargain. What are your thoughts?

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Read Answer Asked by James on May 12, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $65.73)
  • $65.73 P/E (TTM): 94.35X Cap: $147.40B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.38)
  • $72.38 P/E (TTM): 32.52X Cap: $116.11B
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Q: Please comment on latest results.Think Bn reports morning ,May 11. Txs for U usual great services & views

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Read Answer Asked by Peter on May 12, 2023

• iA Financial Corporation Inc. (IAG $181.90)
  • $181.90 P/E (TTM): 14.52X Cap: $16.36B
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Q: Wondering if this a solid company to purchase for dividends, but also for some capital appreciation. If so, what purchase price do you recommend?

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Read Answer Asked by Brenda on May 12, 2023

• CI Financial Corp. (CIX $31.99)
  • $31.99 Cap: $4.58B
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Q: ...cix popped

...my breakeven is 20

...should I bail...given industry weakness

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Read Answer Asked by D on May 12, 2023

• BMO Equal Weight US Banks Index ETF (ZBK $43.99)
  • $43.99 P/E (TTM): 12.14X Cap: $646M
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Q: 2 MONTHS AGO YOU RECOMMENDED CAUTION ENTERING ZBK. HOW WOULD YOU ANSWER THAT QUESTION TODAY?
thanks, Hugh

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Read Answer Asked by Hugh on May 12, 2023

• Royal Bank of Canada (RY $235.34)
  • $235.34 P/E (TTM): 16.27X Cap: $327.76B
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• Toronto-Dominion Bank (The) (TD $130.71)
  • $130.71 P/E (TTM): 11.15X Cap: $222.24B
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• Bank of Nova Scotia (The) (BNS $102.18)
  • $102.18 P/E (TTM): 24.79X Cap: $125.80B
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• Canadian Imperial Bank Of Commerce (CM $127.99)
  • $127.99 P/E (TTM): 14.83X Cap: $117.50B
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Q: Can you comment on how much exposure the Canadian banks have to commercial real estate in the US and Canada? It sounds like office towers are of particular concern. Could you also comment on residential mortgage risks. And how much impact it could have on the stock prices.
Thanks.

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Read Answer Asked by Brian on May 12, 2023

• Manulife Financial Corporation (MFC $52.28)
  • $52.28 P/E (TTM): 16.05X Cap: $87.26B
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• Intact Financial Corporation (IFC $270.37)
  • $270.37 P/E (TTM): 22.52X Cap: $48.28B
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Q: I'm thinking of swapping out Manulife Financial for Intact Financial as IFC apepars to provide an opportunity for a higher total return overall. Thoughts on this swap or not?

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Read Answer Asked by Gerry on May 11, 2023

Q: I have an offer to purchase Meridian credit union Class A Shares. I realize that this is a little off base but any of your impute would be appreciated. Thanks, James

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Read Answer Asked by JAMES on May 11, 2023

• PayPal Holdings Inc. (PYPL $56.74)
  • $56.74 P/E (TTM): 11.38X Cap: $53.94B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Hello 5I.
I won both of PYPl and Sq. Which would you get rid of if you had to. And long term do you see these much higher?
Thanks

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Read Answer Asked by Tyler on May 11, 2023

• PayPal Holdings Inc. (PYPL $56.74)
  • $56.74 P/E (TTM): 11.38X Cap: $53.94B
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Q: You thoughts on earnings. Was the reaction overdone?

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Read Answer Asked by Theodore on May 11, 2023

• Propel Holdings Inc. (PRL $23.25)
  • $23.25 P/E (TTM): 10.52X Cap: $894M
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Q: With this earnings release I am temped to buy shares in PRL. Can you sift through the release; growth, ROE, valuation. Is it closer to a buy in your view?

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Read Answer Asked by Harry on May 11, 2023