Investment Q&A

• EnWave Corporation (ENW $0.47)
  • $0.47 P/E (TTM): 46.5X Cap: $51M
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Q: What do you think of enw.vn .

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Read Answer Asked by philip on December 16, 2020

• The Trade Desk Inc. (TTD $89.76)
  • $89.76 P/E (TTM): 104.98X Cap: $42.30B
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Q: Hello,

What happened to Acuity ADs this year? Is it market exuberance or have they actually grown 7x? I wish I had stuck with it.. cleaned it out of my portfolio due to too small a position..Can you think of some other small caps with such prospects? Thank you.

Regards,

Shyam

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Read Answer Asked by Shyam on December 16, 2020

• Air Canada Voting and Variable Voting Shares (AC $19.06)
  • $19.06 P/E (TTM): 4.9X Cap: $6.15B
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Q: With regards to Air Canada's new $850 millions public offering, is there a financial or strategic difference between the "overnight marketed offering" and a regular offering / bought deal.

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Read Answer Asked by Gilles on December 16, 2020

Q: Like to echo Chris's comment "thank you both for the incredible service you have provided over the years"...and saying investment like terms, the annual subscription fee for 5iR is undervalued relative to the investment returns generated by 5I R for happy subscribers like me. 5IR is phenomenal!!!......Tom
P.S. Santa certainly won't be leaving a lump of coal in 5iR's stocking.....hahahaha

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Read Answer Asked by Tom on December 16, 2020

• Tronox Holdings plc (UK) (TROX $3.18)
  • $3.18 Cap: $538M
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Q: What is your long term view of Tronox Holdings?

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Read Answer Asked by Gary on December 16, 2020

• Trillium Therapeutics Inc. (TRIL $23.33)
  • $23.33 Cap: $2.44B
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Q: Good morning... Wondering your thoughts on TRIL's clinical trial results, if there are any catalysts in the pipeline and if it's worth a buy at current levels.

thx, Mark

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Read Answer Asked by Mark on December 16, 2020

• Veeva Systems Inc. Class A (VEEV $285.28)
  • $285.28 P/E (TTM): 59.73X Cap: $45.97B
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• CRISPR Therapeutics AG (CRSP $59.59)
  • $59.59 Cap: $5.14B
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• Seagen Inc. (SGEN)
  • Cap: $43.15B
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• Unity Software Inc. (U $34.01)
  • $34.01 Cap: $14.13B
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Q: Hi,
I am interested in your thoughts on these companies. EXAS and CRSP are a part of the recently fast moving ARKG ETF but both seem to offer products that would appear to offer continued growth. Would that be correct? The other two, VEEV and SGEN have been struggling price wise lately, SGEN is starting to see improvement, do you think VEEV still has good potential into the next year or two? I've also noticed more comments on Unity Software, but do not know much about it and it isn't listed in your data base. Take as many points as you need, as I'm asking multiple questions. Thanks for all your insight and suggestions, all very much appreciated!
Dawn

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Read Answer Asked by Dawn on December 16, 2020

• Shift Technologies Inc. (SFT)
  • Cap: $2M
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Q: Hi Peter,

What are your thoughts on Shift. Do you like the stock, what are the future prospects and would you buy it here? Or do you think there is another stock in the space with more upside?

Thank you

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Read Answer Asked by James on December 16, 2020

• Cisco Systems Inc. (CSCO $68.49)
  • $68.49 P/E (TTM): 27.39X Cap: $271.22B
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Q: I've held Cisco for a few years and am disappointed with the results. Given its recent recovery, I would like your thoughts on whether the momentum will continue or is this an opportunity to exit my position.

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Read Answer Asked by Brendon on December 16, 2020

• Meta Platforms Inc. (META $776.37)
  • $776.37 P/E (TTM): 29.32X Cap: $1.95T
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• Pinterest Inc. Class A (PINS $39.07)
  • $39.07 P/E (TTM): 13.74X Cap: $26.43B
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Q: Which do you think makes a better long term TFSA investment?
Thanks

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Read Answer Asked by Curtis on December 16, 2020

• Fire & Flower Holdings Corp. (FAF $0.29)
  • $0.29 Cap: $13M
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Q: I would appreciate you opinion on Fire and Flowers recent earnings report.
Thank you

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Read Answer Asked by Les on December 16, 2020

• Pembina Pipeline Corporation (PPL $51.32)
  • $51.32 P/E (TTM): 16.75X Cap: $29.81B
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• Enbridge Inc (ENB $46.62)
  • $46.62 P/E (TTM): 23.56X Cap: $101.63B
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• TC Energy Corporation (TRP $48.54)
  • $48.54 P/E (TTM): 15.86X Cap: $50.44B
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• Karam Minerals Inc. - Common Shares (KMI)
  • P/E (TTM): -94.2X
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Q: I sold ENB for tax loss purposes. My interest is capital gains and a good dividend. Should I replace the sold holding with ENB, KMI, PPL, or TRP? I like both ENB and TRP but find it hard to choose between the two. What would you recommend among the four and why?

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Read Answer Asked by George on December 16, 2020

• Hapbee Technologies Inc. (HAPB $0.10)
  • $0.10 Cap: $21M
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Q: Any comments on this new company with an interesting product (if it works?)

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Read Answer Asked by Pat on December 16, 2020

• Nextech3D AI Corporation Com (NTAR $0.09)
  • $0.09 Cap: $12M
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Q: NexTech AR to Uplist to the NEO Exchange was in a news release today. I’m unfamiliar with the NEO Exchange, what does this mean? What do you think of NTAR? How are they financially and do you think their products have potential?
Takes many credits as you feel necessary.
John

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Read Answer Asked by John on December 16, 2020

• Royal Bank of Canada (RY $177.48)
  • $177.48 P/E (TTM): 19.19X Cap: $250.16B
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• Toronto-Dominion Bank (The) (TD $100.09)
  • $100.09 P/E (TTM): 10.24X Cap: $172.40B
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• Bank of Nova Scotia (The) (BNS $76.53)
  • $76.53 P/E (TTM): 16.04X Cap: $95.32B
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• Bank of Montreal (BMO $152.92)
  • $152.92 P/E (TTM): 13.56X Cap: $110.41B
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• Manulife Financial Corporation (MFC $42.02)
  • $42.02 P/E (TTM): 15.86X Cap: $72.40B
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• Canadian Imperial Bank Of Commerce (CM $99.07)
  • $99.07 P/E (TTM): 12.34X Cap: $92.55B
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• Sun Life Financial Inc. (SLF $83.33)
  • $83.33 P/E (TTM): 15.23X Cap: $47.36B
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• National Bank of Canada (NA $143.40)
  • $143.40 P/E (TTM): 13.66X Cap: $56.11B
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Q: For my financial sector I currently hold ZEB and while the monthly dividends are nice on a timely basis, the MER is relatively high. So I am looking at breaking in down into 3 or 4 individual stocks. Would please rank the financial companies listed above for performance. Please include others I may have missed.


Thank you


Steve

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Read Answer Asked by Stephen on December 16, 2020

• Cameco Corporation (CCO $100.63)
  • $100.63 P/E (TTM): 176.54X Cap: $43.80B
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Q: would you consider cameco a buy at current price

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Read Answer Asked by terrance on December 16, 2020

• Tamarack Valley Energy Ltd. (TVE $5.31)
  • $5.31 P/E (TTM): 11.3X Cap: $2.69B
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Q: What do you think of Tamarack Valley Energy's latest acquisition of Clearwater assets?
The market seems to like it as I thought the stock price would drop down to the private placement at 1.15/share.

Thanks

Walt

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Read Answer Asked by Walter on December 16, 2020

• Aecon Group Inc. (ARE $19.34)
  • $19.34 Cap: $1.21B
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• Badger Infrastructure Solutions Ltd. (BDGI $52.61)
  • $52.61 P/E (TTM): 26.71X Cap: $1.77B
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• Bird Construction Inc. (BDT $28.11)
  • $28.11 P/E (TTM): 15.45X Cap: $1.55B
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Q: what do you think of exchanging bdt or are for bad in my balanced equity portfolio?

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Read Answer Asked by Kimberley on December 16, 2020

• BSR Real Estate Investment Trust Trust Units (HOM.U $12.55)
  • $12.55 Cap: $485M
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Q: What’s your take on the recent sale of assets in the amount of $130m
What is your overall view of this company going forward
Thank you

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Read Answer Asked by JACK on December 16, 2020

• Unity Software Inc. (U $34.01)
  • $34.01 Cap: $14.13B
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Q: Can you specify why you like Unity Software so much? What is unique about them versus their competitors?

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Read Answer Asked by Mike on December 16, 2020