Investment Q&A

• Chemtrade Logistics Income Fund (CHE.UN $14.25)
  • $14.25 P/E (TTM): 16.37X Cap: $1.64B
  • View CHE.UN Profile
  • View Questions on CHE.UN

Q: your thoughts on their earnings?
Would you call this a buy right now?
Are there insider positions and if so what are they?

Upvote 0

Read Answer Asked by Josh on May 16, 2023

• dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL $10.98)
  • $10.98 Cap: $2.19B
  • View DNTL Profile
  • View Questions on DNTL

Q: With a sale off the table there's not much positive here, but the price reflects that.
Emotionally it would be satisfying to capture some capital gains to offset my dental bills. Would you say there's little downside her, and the sale of the company is more likely with a better M&A environment?

John

Upvote 0

Read Answer Asked by John on May 16, 2023

• dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL $10.98)
  • $10.98 Cap: $2.19B
  • View DNTL Profile
  • View Questions on DNTL

Q: Your thoughts after first quarter release?

Upvote 0

Read Answer Asked by Ross on May 16, 2023

• Costco Wholesale Corporation (COST $894.68)
  • $894.68 P/E (TTM): 64.31X Cap: $396.50B
  • View COST Profile
  • View Questions on COST
• Dollar General Corporation (DG $132.37)
  • $132.37 P/E (TTM): 23.2X Cap: $29.13B
  • View DG Profile
  • View Questions on DG
• Loblaw Companies Limited (L $62.17)
  • $62.17 P/E (TTM): 7.68X Cap: $74.31B
  • View L Profile
  • View Questions on L
• Metro Inc. (MRU $99.85)
  • $99.85 P/E (TTM): 21.62X Cap: $21.44B
  • View MRU Profile
  • View Questions on MRU
• Alimentation Couche-Tard Inc. (ATD $74.17)
  • $74.17 P/E (TTM): 19.33X Cap: $68.66B
  • View ATD Profile
  • View Questions on ATD
• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $63.33)
  • $63.33 P/E (TTM): 13.37X Cap: $338M
  • View XST Profile
  • View Questions on XST
• Five Below Inc. (FIVE $173.20)
  • $173.20 P/E (TTM): 34.02X Cap: $9.55B
  • View FIVE Profile
  • View Questions on FIVE
• Vanguard Consumer Staples ETF (VDC $213.85)
  • $213.85 P/E (TTM): 23.49X Cap: $7.17B
  • View VDC Profile
  • View Questions on VDC

Q: My portfolio analytics says I'm low on consumer staples.

I'm considering the above companies but also wondering if the ETFs listed might be the better way to go.

Please comment and rate these companies and ETFs.

Thanks as always for your insight.

Upvote 0

Read Answer Asked by Kevin on May 16, 2023

• Altus Group Limited (AIF $55.53)
  • $55.53 P/E (TTM): 6.46X Cap: $2.38B
  • View AIF Profile
  • View Questions on AIF
  • View Reports on AIF
• illumin Holdings Inc. (ILLM $0.98)
  • $0.98 Cap: $50M
  • View ILLM Profile
  • View Questions on ILLM
  • View Reports on ILLM

Q: At today’s prices, which of ILLM and AIF would you prefer as a long term investment for quality and growth?

Upvote 0

Read Answer Asked by David on May 16, 2023

• NFI Group Inc. (NFI $13.51)
  • $13.51 Cap: $1.60B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: NFI has announced a package of initiatives which I assume are intended to address their burgeoning order book. There are a bunch of questions which arise as a result of their action including but not limited to adequacy and effectiveness, dilution, balance sheet improvement, residual problems etc. Could you please appraise their initiative and offer your comments?

Upvote 0

Read Answer Asked by Mike on May 15, 2023

• Nutrien Ltd. (NTR $83.40)
  • $83.40 P/E (TTM): 48.58X Cap: $40.31B
  • View NTR Profile
  • View Questions on NTR

Q: What do you expect from forecast release today? Do you find good reason to get in at 52 week low share price? Tks. Larry

Upvote 0

Read Answer Asked by Larry on May 15, 2023

• ATS Corporation (ATS $37.71)
  • $37.71 Cap: $3.69B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• Jacobs Solutions Inc. (J $140.22)
  • $140.22 P/E (TTM): 59.13X Cap: $16.65B
  • View J Profile
  • View Questions on J
• Celsius Holdings Inc. (CELH $42.06)
  • $42.06 P/E (TTM): 387.82X Cap: $10.84B
  • View CELH Profile
  • View Questions on CELH

Q: Can I please get you take on Jacobs Solutions and Celsius Holdings? Would you prefer ATS Corporation to Jacobs?
Thank you

Upvote 0

Read Answer Asked by Neil on May 12, 2023

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.96)
  • $5.96 P/E (TTM): 24.0X Cap: $635M
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ
• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.29)
  • $5.29 Cap: $1.32B
  • View NWH.UN Profile
  • View Questions on NWH.UN

Q: Which do you prefer? Which is more protected from a possible dividend cut?

Thanks for your service!!!

Upvote 0

Read Answer Asked by Ozzie on May 12, 2023

• WSP Global Inc. (WSP $241.70)
  • $241.70 P/E (TTM): 36.22X Cap: $31.56B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Stantec Inc. (STN $131.55)
  • $131.55 P/E (TTM): 31.19X Cap: $15B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN

Q: Hello, Both these companies reported solid results, after market yesterday, but their stock is dropping today. What would be a decent price to start a new position ? Thank You

Upvote 0

Read Answer Asked by rajeev on May 12, 2023

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.02)
  • $83.02 P/E (TTM): 18.76X Cap: $14.91B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• Stella-Jones Inc. (SJ $85.43)
  • $85.43 P/E (TTM): 14.02X Cap: $4.69B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ
• Nutrien Ltd. (NTR $83.40)
  • $83.40 P/E (TTM): 48.58X Cap: $40.31B
  • View NTR Profile
  • View Questions on NTR

Q: I have room to add one materials stock to my portfolio. Which of the following or others would you prefer? Nutrien around $80; Stella Jones around $60 lately or CCL.B around $68?

Upvote 0

Read Answer Asked by Gerry on May 12, 2023

• Nutrien Ltd. (NTR $83.40)
  • $83.40 P/E (TTM): 48.58X Cap: $40.31B
  • View NTR Profile
  • View Questions on NTR

Q: Is NTR a good hold? I held it for years and have gone round trip with price.

Upvote 0

Read Answer Asked by Dean on May 12, 2023

• Envista Holdings Corporation (NVST $20.23)
  • $20.23 P/E (TTM): 223.67X Cap: $3.32B
  • View NVST Profile
  • View Questions on NVST
• Docebo Inc. (DCBO $21.68)
  • $21.68 P/E (TTM): 28.89X Cap: $623M
  • View DCBO Profile
  • View Questions on DCBO

Q: Would you kindly comment on the recent earnings reports for both Docebo and Envista. Do you see each company as a buy/hold/sell at the moment. Thanks

Upvote 0

Read Answer Asked by Richard on May 12, 2023

• Finning International Inc. (FTT $74.48)
  • $74.48 P/E (TTM): 14.53X Cap: $9.78B
  • View FTT Profile
  • View Questions on FTT
• Toromont Industries Ltd. (TIH $163.06)
  • $163.06 P/E (TTM): 27.02X Cap: $13.26B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH

Q: What are your thoughts regarding their earnings report last night and would you prefer FTT or Toromont ? Thanks

Upvote 0

Read Answer Asked by Michael on May 11, 2023

• Pet Valu Holdings Ltd. (PET $29.00)
  • $29.00 P/E (TTM): 21.12X Cap: $1.99B
  • View PET Profile
  • View Questions on PET

Q: Hello
Could you comment on PET quarterly results?
Expenses are up, eps down. Apparently market not happy.

Thank you very much.
Stephane

Upvote 0

Read Answer Asked by Stephane on May 11, 2023

Q: How do you think introduction of CBDC will impact the entire banking sector in both Canada and USA?

Upvote 0

Read Answer Asked by Timour on May 11, 2023

• Decisive Dividend Corporation (DE $7.12)
  • $7.12 P/E (TTM): 25.9X Cap: $142M
  • View DE Profile
  • View Questions on DE

Q: Can you comment on earnings. Thanks

Upvote 0

Read Answer Asked by Bruce on May 11, 2023

• dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL $10.98)
  • $10.98 Cap: $2.19B
  • View DNTL Profile
  • View Questions on DNTL

Q: Why the drop? Keep or sell?

Upvote 0

Read Answer Asked by Ross on May 11, 2023

Q: Under todays conditions what company stocks should I be considering to buy in Consumer Staples?

Upvote 0

Read Answer Asked by Terry on May 10, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $171.39)
  • $171.39 P/E (TTM): 25.51X Cap: $2.04B
  • View HPS.A Profile
  • View Questions on HPS.A
• Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A $11.75)
  • $11.75 P/E (TTM): 6.79X Cap: $133M
  • View HMM.A Profile
  • View Questions on HMM.A
• Preformed Line Products Company (PLPC $217.27)
  • $217.27 P/E (TTM): 28.77X Cap: $1.05B
  • View PLPC Profile
  • View Questions on PLPC

Q: My electrification theme has done remarkably well lately, in fairness I have owned HPS.a for many years, but now what?? They each appear to shifting from value plays to growth plays and while my gut says to take profits my brain says the trend is your friend and hold until growth plateaus. Would appreciate your opinion on the three of them and my favourable dilemma.

Upvote 0

Read Answer Asked by Jim on May 10, 2023