Investment Q&A

• Envista Holdings Corporation (NVST)
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• Docebo Inc. (DCBO)
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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)
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• Toromont Industries Ltd. (TIH)
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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)
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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)
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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)
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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)
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• Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A)
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• Preformed Line Products Company (PLPC)
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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)
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• Martinrea International Inc. (MRE)
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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)
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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)
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• Canadian National Railway Company (CNR)
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• Enbridge Inc. (ENB)
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• Canadian Pacific Kansas City Limited (CP)
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• Restaurant Brands International Inc. (QSR)
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• Berkshire Hathaway Inc. (BRK.B)
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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)
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• Stella-Jones Inc. (SJ)
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• Nutrien Ltd. (NTR)
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• Linde plc (LIN)
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• Reliance Inc. (RS)
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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)
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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)
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• Freeport-McMoRan Inc. (FCX)
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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)
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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)
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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)
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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

• Northland Power Inc. (NPI)
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• Neo Performance Materials Inc. (NEO)
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• CTS Corporation (CTS)
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• CyberArk Software Ltd. (CYBR)
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• Brookfield Corporation Class A Limited (BN)
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Q: Reviewing my portfolio and these are my losers. Any point hanging on to any of them? Surprised at BN as it always seems to have positive reviews and CYBR which I though would ride the technology wave.

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Read Answer Asked by Steven on May 08, 2023

• Union Pacific Corporation (UNP)
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• Canadian National Railway Company (CNR)
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• Canadian Pacific Kansas City Limited (CP)
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Q: I need to choose one railway stock for my rrsp, out of the 3 which one would you say has more upside to it.

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Read Answer Asked by wilson on May 08, 2023