Investment Q&A

• AbbVie Inc. (ABBV $198.55)
  • $198.55 P/E (TTM): 84.27X Cap: $350.75B
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• Eli Lilly and Company (LLY $765.95)
  • $765.95 P/E (TTM): 62.03X Cap: $728.80B
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Q: Good morning. Looks LLY is going to take a bit of a hit this morning. What are your thoughts on the company and it's growth potential. I have little Healthcare exposure. Would you consider this or prefer something else?

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Read Answer Asked by Mark on April 27, 2021

• The Trade Desk Inc. (TTD $87.70)
  • $87.70 P/E (TTM): 104.98X Cap: $44.11B
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Q: I am up 145% on TTD (thanks!) and it is now 10% of my portfolio. Should I sell 25% or 50% of it, and if so, what should I buy to replace it? My other US tech holdings are PINS, VEEV, ICHR, PLTR, AMZN, FB, APPL. My US tech is the largest part of my growth sector, is there hole to fill in my list?

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Read Answer Asked by Kim on April 27, 2021

• Pulse Seismic Inc. (PSD $4.01)
  • $4.01 P/E (TTM): 14.54X Cap: $201M
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Q: Can I get your current thoughts on PSD please.

Thanks

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Read Answer Asked by Scott on April 27, 2021

• BMO MSCI EAFE Index ETF (ZEA $25.88)
  • $25.88 P/E (TTM): 20.07X Cap: $9.76B
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• iShares Core MSCI EAFE IMI Index ETF (XEF $42.58)
  • $42.58 P/E (TTM): 10.83X Cap: $12.70B
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• iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN $38.69)
  • $38.69 P/E (TTM): 12.54X Cap: $1.42B
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• iShares Core MSCI EAFE ETF (IEFA $82.82)
  • $82.82 P/E (TTM): 18.93X Cap: $143.23B
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• iShares MSCI EAFE Small-Cap ETF (SCZ $73.56)
  • $73.56 P/E (TTM): 12.19X Cap: $10.39B
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• iShares MSCI EAFE ETF (EFA $88.44)
  • $88.44 P/E (TTM): 12.54X Cap: $63.78B
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Q: Hi
can you recommend one or more ETFs that together or individually cover Europe, Australia and the Far East?
thanks

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Read Answer Asked by Mary on April 27, 2021

• AllianceBernstein Holding L.P. Units (AB $39.90)
  • $39.90 P/E (TTM): 12.05X Cap: $4.57B
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Q: Could you please provide your current view of Alliance Bernstein’s growth prospects and the potential for the continuity of its dividend? Thanks!

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Read Answer Asked by David on April 27, 2021

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.16)
  • $175.16 P/E (TTM): 97.92X Cap: $212.29B
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• Real Matters Inc. (REAL $5.55)
  • $5.55 P/E (TTM): 197.85X Cap: $398M
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Q: What are tomorrow’s estimates for SHOP and REAL? Thanks

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Read Answer Asked by Leo on April 27, 2021

• AbbVie Inc. (ABBV $198.55)
  • $198.55 P/E (TTM): 84.27X Cap: $350.75B
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• Stryker Corporation (SYK $380.86)
  • $380.86 P/E (TTM): 51.55X Cap: $145.60B
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• Veeva Systems Inc. Class A (VEEV $281.46)
  • $281.46 P/E (TTM): 59.73X Cap: $46.61B
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Q: My healthcare stocks include ABBV,VEEV,and Well.I am considering switching from VEEV to STRYKER. What do you think?

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Read Answer Asked by Allen on April 27, 2021

• Cubicfarm Systems Corp. (CUB $0.11)
  • $0.11 Cap: $5M
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Q: Hi - what can you tell me about Cubic Farms Systems (valuation/growth, etc). Is it a buy?

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Read Answer Asked by Max on April 27, 2021

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.31)
  • $127.31 P/E (TTM): 18.62X Cap: $1.47B
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Q: Hello
Could you please comment on recent earnings and growth going forward, most importantly are they are positioned to take advantage of the electrical infrastructure.
Thank you

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Read Answer Asked by Dave on April 27, 2021

• Algonquin Power & Utilities Corp. (AQN $8.16)
  • $8.16 Cap: $6.25B
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• Northland Power Inc. (NPI $22.58)
  • $22.58 P/E (TTM): 22.58X Cap: $5.90B
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Q: Between AQN and NPI, which would you prefer, as of today, for a five year investment horizon?

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Read Answer Asked by Rick on April 27, 2021

• Thermo Fisher Scientific Inc (TMO $466.42)
  • $466.42 P/E (TTM): 27.36X Cap: $176.12B
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Q: TMO Can you please comment on this one, management, debt, p/e, competition ...?
Thanks

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Read Answer Asked by TOM on April 27, 2021

• Northern Superior Resources Inc. (SUP $1.21)
  • $1.21 Cap: $200M
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• Anaconda Mining Inc. (ANX)
  • P/E (TTM): -10.8X Cap: $94M
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Q: A gold investor named Michael Gentile recently recommended SUP. Just wondering what you make of it and its recent weakness, and how long it might take to see the very significant upside he sees. It’s been declining while the price of bullion has risen.

Also curious what you think about ANX and if you’d have any qualms holding after the dramatic dip it took last week. Thanks for your thoughts.

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Read Answer Asked by Brian on April 27, 2021

• Hamilton Australian Bank Equal-Weight Index ETF (HBA $29.06)
  • $29.06 P/E (TTM): 27.94X Cap: $133M
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Q: Hamilton ETF's, who have a focus on the Financial Sector, have an Australian Bank ETF. Do you think one needs additional exposure to this area, assuming one already has some exposure to CDN and US banks?

Thanks,

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Read Answer Asked by Craig on April 27, 2021

• Alphabet Inc. (GOOG $195.32)
  • $195.32 P/E (TTM): 21.2X Cap: $2.36T
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• NVIDIA Corporation (NVDA $178.26)
  • $178.26 P/E (TTM): 56.04X Cap: $4.39T
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• AbbVie Inc. (ABBV $198.55)
  • $198.55 P/E (TTM): 84.27X Cap: $350.75B
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• CrowdStrike Holdings Inc. (CRWD $441.75)
  • $441.75 Cap: $113.37B
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• Trane Technologies plc (TT $428.76)
  • $428.76 P/E (TTM): 36.57X Cap: $96.56B
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Q: What would be your top 5 recommendations right now, in Canada and the US, for an investor with a 5-year time horizon? Thank you! Aaron

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Read Answer Asked by Aaron on April 27, 2021

• Canfor Corporation (CFP $13.49)
  • $13.49 Cap: $1.59B
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• Interfor Corporation (IFP $12.58)
  • $12.58 Cap: $639M
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• Western Forest Products Inc. (WEF $13.00)
  • $13.00 Cap: $139M
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Q: Hi,
Is it too late or is there still room to play the lumber industry?
Which of the 3 companies would be the best play for the remaining innings.
Please rank by upside.
Best Regards,
Ed

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Read Answer Asked by Edward on April 27, 2021

• Jazz Pharmaceuticals plc (JAZZ $113.20)
  • $113.20 P/E (TTM): 15.41X Cap: $7.15B
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Q: Would you get rid of Jazz. What do you think of their unusual recent acquisition? Thanks.

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Read Answer Asked by Ken on April 27, 2021

• Paysafe Limited (PSFE $11.51)
  • $11.51 Cap: $710M
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Q: Have held this thru BFT since last november and didnt get the expected pop when it went public,what do you think of this company in regards to management ,growth and fundamentals would it be a B S or HOLD Thanks

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Read Answer Asked by Greg on April 27, 2021

• Fortuna Mining Corp. (FVI $9.58)
  • $9.58 P/E (TTM): 12.6X Cap: $2.94B
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Q: As a Fortuna investor I was disappointed in the Roxgold takeover offer. I try and avoid the geographical areas Roxgold is in and also want FVI for a silver play. I see no advantage to the takeover from FVI's perspective and it looks like the market agrees. What do you think about this offer and merger with Roxgold? Does it make sense to you?

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Read Answer Asked by Richard on April 27, 2021

• Miscellaneous (MISC)
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Q: As a general rule how much of one's portfolio should be in US dollars to hedge currency risk?

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Read Answer Asked by Joe on April 27, 2021

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.52)
  • $18.52 Cap: $794M
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• iShares Core Canadian Short Term Bond Index ETF (XSB $26.93)
  • $26.93 Cap: $3.03B
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.12)
  • $28.12 Cap: $8.18B
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• Vanguard Canadian Short-Term Bond Index ETF (VSB $23.36)
  • $23.36 Cap: $1.08B
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Q: I am one that is not very fond of Bonds and with their present performance I have decided to sell ETF XBB .
What would be a best ETF as an alternative to XBB in a RRIF account over a five year time frame?

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Read Answer Asked by Terry on April 27, 2021