Investment Q&A

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.73)
  • $83.73 P/E (TTM): 18.3X Cap: $14.55B
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• Stella-Jones Inc. (SJ $86.66)
  • $86.66 P/E (TTM): 14.38X Cap: $4.75B
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• Nutrien Ltd. (NTR $85.16)
  • $85.16 P/E (TTM): 51.03X Cap: $41.78B
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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?

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Read Answer Asked by Gerry on May 12, 2023

• Nutrien Ltd. (NTR $85.16)
  • $85.16 P/E (TTM): 51.03X Cap: $41.78B
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Q: Is NTR a good hold? I held it for years and have gone round trip with price.

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Read Answer Asked by Dean on May 12, 2023

• Envista Holdings Corporation (NVST $22.06)
  • $22.06 P/E (TTM): 244.11X Cap: $3.62B
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• Docebo Inc. (DCBO $21.93)
  • $21.93 P/E (TTM): 29.32X Cap: $631M
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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

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Read Answer Asked by Richard on May 12, 2023

• Finning International Inc. (FTT $74.78)
  • $74.78 P/E (TTM): 14.8X Cap: $9.82B
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• Toromont Industries Ltd. (TIH $164.42)
  • $164.42 P/E (TTM): 27.34X Cap: $13.37B
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Q: What are your thoughts regarding their earnings report last night and would you prefer FTT or Toromont ? Thanks

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Read Answer Asked by Michael on May 11, 2023

• Pet Valu Holdings Ltd. (PET $29.04)
  • $29.04 P/E (TTM): 21.09X Cap: $2B
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Q: Hello
Could you comment on PET quarterly results?
Expenses are up, eps down. Apparently market not happy.

Thank you very much.
Stephane

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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?

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Read Answer Asked by Timour on May 11, 2023

• Decisive Dividend Corporation (DE $7.02)
  • $7.02 P/E (TTM): 25.54X Cap: $142M
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Q: Can you comment on earnings. Thanks

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Read Answer Asked by Bruce on May 11, 2023

• dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL $10.95)
  • $10.95 Cap: $2.18B
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Q: Why the drop? Keep or sell?

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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?

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Read Answer Asked by Terry on May 10, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $174.53)
  • $174.53 P/E (TTM): 26.0X Cap: $2.09B
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• Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A $11.38)
  • $11.38 P/E (TTM): 6.55X Cap: $128M
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• Preformed Line Products Company (PLPC $228.48)
  • $228.48 P/E (TTM): 30.7X Cap: $1.15B
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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.

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Read Answer Asked by Jim on May 10, 2023

• Linamar Corporation (LNR $80.95)
  • $80.95 P/E (TTM): 19.73X Cap: $4.84B
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• Martinrea International Inc. (MRE $10.26)
  • $10.26 Cap: $746M
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Q: I see from recent questions that you seem to prefer LNR over MRE, just looking for updated opinions on both.

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Read Answer Asked by Jim on May 09, 2023

• Loblaw Companies Limited (L $61.61)
  • $61.61 P/E (TTM): 7.57X Cap: $73.64B
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Q: Could you please comment on Earnings for $L

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Read Answer Asked by Valter on May 09, 2023

• Royal Bank of Canada (RY $230.10)
  • $230.10 P/E (TTM): 17.27X Cap: $322.18B
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• Canadian National Railway Company (CNR $135.46)
  • $135.46 P/E (TTM): 18.28X Cap: $83.37B
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• Enbridge Inc. (ENB $65.66)
  • $65.66 P/E (TTM): 25.03X Cap: $143.22B
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• Canadian Pacific Kansas City Limited (CP $102.47)
  • $102.47 P/E (TTM): 22.47X Cap: $92.30B
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• Restaurant Brands International Inc. (QSR $97.75)
  • $97.75 P/E (TTM): 25.31X Cap: $44.37B
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• Berkshire Hathaway Inc. (BRK.B $506.38)
  • $506.38 P/E (TTM): 17.12X Cap: $1.09T
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Q: If I invested in a saving account for my son and daughter in the Royal Bank, Enbridge and Berkshire for 15 years, would this approach work? My daughter is 16 and my son is 14.

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Read Answer Asked by CARMELO on May 09, 2023

• Freeport-McMoRan Inc. (FCX $47.52)
  • $47.52 P/E (TTM): 33.13X Cap: $68.23B
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• Stella-Jones Inc. (SJ $86.66)
  • $86.66 P/E (TTM): 14.38X Cap: $4.75B
  • View SJ Profile
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  • View Reports on SJ
• Nutrien Ltd. (NTR $85.16)
  • $85.16 P/E (TTM): 51.03X Cap: $41.78B
  • View NTR Profile
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• Linde plc (LIN $416.99)
  • $416.99 P/E (TTM): 27.88X Cap: $194.71B
  • View LIN Profile
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• Reliance Inc. (RS $291.88)
  • $291.88 P/E (TTM): 21.13X Cap: $15.24B
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Q: I have no exposure to Materials or Utilities right now in our RRSP. All other sectors are well represented. What stocks would be your preferred in Canada and/or the US in those sectors? Thinking of NTR or SJ maybe in Canada and perhaps LIN in the US. Maybe FTS or BIP for utilities.Thoughts?

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Read Answer Asked by Gerry on May 09, 2023

• Molson Coors Canada Inc. Class B Exchangeable Shares (TPX.B $65.50)
  • $65.50 Cap: $12.27B
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Q: You haven't had a look at this one since 2019. Has your take changed since then? It certainly seems to be enjoying a lot of interest so far this year.

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Read Answer Asked by John on May 09, 2023

• Booking Holdings Inc. (BKNG $5,457.70)
  • $5,457.70 P/E (TTM): 34.54X Cap: $175.92B
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• Freeport-McMoRan Inc. (FCX $47.52)
  • $47.52 P/E (TTM): 33.13X Cap: $68.23B
  • View FCX Profile
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Q: What are your favorite cyclical stocks that you may start to build a position in at this time?

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Read Answer Asked by Gerry on May 09, 2023

• Loblaw Companies Limited (L $61.61)
  • $61.61 P/E (TTM): 7.57X Cap: $73.64B
  • View L Profile
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Q: I thought I saw that Loblaw is buying some green energy assets in Alberta from TRP. How bizarre is that? Is this an attempt to appear more ESG compliant? Your thoughts please.

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Read Answer Asked by Ian on May 09, 2023

• Martinrea International Inc. (MRE $10.26)
  • $10.26 Cap: $746M
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Q: Can you comment on the earnings released last night. I read that it was in-line with forecasts, but the share price drop of 11% sure does not show that.

Thanks

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Read Answer Asked by Tom on May 09, 2023

• Altus Group Limited (AIF $54.36)
  • $54.36 P/E (TTM): 6.4X Cap: $2.34B
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Q: I have a question about Altus Group Limited. In February 2022 you said “we think it is attractive in the low $50s.”. Is it even more attractive now it’s in the low $40s? If not, why not?

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Read Answer Asked by David on May 09, 2023

Q: Peter,

What companies do you currently like in the manufacturing space in Canada?

Thanks

Paul

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Read Answer Asked by paul on May 09, 2023