Investment Q&A

• FedEx Corporation (FDX $247.83)
  • $247.83 P/E (TTM): 14.55X Cap: $57.71B
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• McKesson Corporation (MCK $741.89)
  • $741.89 P/E (TTM): 29.56X Cap: $91.80B
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• United Parcel Service Inc. (UPS $86.33)
  • $86.33 P/E (TTM): 12.93X Cap: $73.55B
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• Trane Technologies plc (TT $425.46)
  • $425.46 P/E (TTM): 33.66X Cap: $94.36B
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• Carrier Global Corp - Ordinary Shares (CARR.WI)
  • P/E (TTM): 33.69X
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Q: Are you aware of any companies that have the infrastructure i.e. (cold storage) and distribution capabilities for Covid-19 vaccines.

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Read Answer Asked by David on December 02, 2020

• iShares Russell 2000 Growth ETF (IWO $328.06)
  • $328.06 P/E (TTM): 21.85X Cap: $13.13B
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• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP $69.22)
  • $69.22 P/E (TTM): 28.07X Cap: $13.38B
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• Vanguard S&P 500 Index ETF (VFV $166.77)
  • $166.77 P/E (TTM): 28.49X Cap: $26.67B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.41)
  • $103.41 Cap: $2.25B
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• SPDR S&P 500 ETF Trust (SPY $671.88)
  • $671.88 P/E (TTM): 28.22X Cap: $675.98B
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Q: I need to increase my us exposure, any suggestions for etf in non-registered, 5-10 horizon?

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Read Answer Asked by Wayne on December 02, 2020

• BMO High Yield US Corporate Bond Hedged to CAD Index ETF (ZHY $11.27)
  • $11.27 Cap: $1.07B
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.81)
  • $16.81 Cap: $880M
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• iShares iBoxx USD High Yield Corporate Bond ETF (HYG $80.88)
  • $80.88 Cap: $18.19B
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• VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL $29.62)
  • $29.62 Cap: $3.10B
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Q: I am planning to allocate ~4% of my total investment portfolio (16% of my total fixed income allocation) to a high-yield bond ETF (within an RRSP) with a long time frame. Please comment on more mainstream selections like ZHY and HYG vs something like ANGL.

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Read Answer Asked by David on December 02, 2020

• Purpose High Interest Savings Fund (PSA $50.04)
  • $50.04 Cap: $3.22B
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• RBC U.S. Investment Savings Account Series A (RBF2014 $10.00)
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• RBC U.S. Investment Savings Account Series F (RBF2015 $10.00)
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• CI High Interest Savings ETF (CSAV $50.04)
  • $50.04 P/E (TTM): 34.16X Cap: $5.58B
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Q: For you previous question you noted PSA and CSAV, however, neither are available on RBC Direct Investing? Any options for USD?

Upvote 1

Read Answer Asked by Shyam on December 02, 2020

• Miscellaneous (MISC)
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Q: Norbert's Gambit appears to work well to convert CAD to USD. However, this Gambit does not work for the reverse conversion. Do you have any suggestions as to how to limit your foreign exchange conversion fee, while limiting risk, when converting from USD to CAD?

Thank you for your insightful advice.

Upvote 0

Read Answer Asked by Dale on December 02, 2020

• Vanguard Growth ETF Portfolio (VGRO $42.69)
  • $42.69 Cap: $8.05B
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• iShares Core Growth ETF Portfolio (XGRO $34.73)
  • $34.73 Cap: $3.84B
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• BMO Growth ETF (ZGRO $17.36)
  • $17.36 Cap: $538M
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Q: Would you have a preference between these all in one 80% equity 20% bond ETFs? Maybe you could explain a little bit why? Thanks!

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Read Answer Asked by David on December 02, 2020

• Axon Enterprise Inc. (AAXN)
  • P/E (TTM): -258.0X Cap: $11.09B
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Q: I am considering taking a position in this company. I like it's long term chart. Can you please give me your thoughts and analysis. Thank You.

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Read Answer Asked by Brian on December 02, 2020

• The Trade Desk Inc. (TTD $53.66)
  • $53.66 P/E (TTM): 62.11X Cap: $25.20B
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• CrowdStrike Holdings Inc. (CRWD $496.89)
  • $496.89 Cap: $122.93B
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• Unity Software Inc. (U $37.87)
  • $37.87 Cap: $16B
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Q: Room in my TFSA for only one of the above-noted stocks. Please rank in order of preference and offer a brief explanation as to the ranking. Thank you.

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Read Answer Asked by Maureen on December 02, 2020

• ORAGIN Foods Inc. (OG)
  • Cap: $3M
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Q: Hi Peter,

I couldn't find any news to account for the 70% pop today on high volume so I sold half my shares.
I would appreciate your view of this company and its prospects going forward.

Thanks for your great service,

David

Upvote 0

Read Answer Asked by David on December 02, 2020

• Air Canada Voting and Variable Voting Shares (AC $18.32)
  • $18.32 P/E (TTM): 4.98X Cap: $5.43B
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• Cargojet Inc - Ordinary Shares and Variable Voting Shares (CJT.A $75.62)
  • $75.62 P/E (TTM): 66.6X Cap: $1.01B
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Q: What are your thoughts on the impact of Air Canada’s recent announcement that they are pursuing the cargo market. What is the impact on Cargojet? Will this result in a significant impact on margins? Would you sell Cargojet as a result of the stiffer competition? Are you still concerned of the debt levels in Cargojet? Thanks for your expertise.

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Read Answer Asked by Rino on December 02, 2020

• Mene Inc. (MENE $0.18)
  • $0.18 Cap: $49M
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Q: Iiroc stopped trading yesterday. Looking back at the release it names the stock Mene.WT and it trades on V.
Does the WT stand for warrant ? If so I don’t recall ever seeing this, please clarify.
Also on their Q3 results they have reported their first quarterly operating income, after going public less than 3 years ago. Is this significant, and would you buy the stock ?
Thanks for your help.

Upvote 0

Read Answer Asked by Luc on December 02, 2020

• Brookfield Renewable Partners L.P. (BEP.UN $38.06)
  • $38.06 Cap: $24.37B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $53.08)
  • $53.08 Cap: $18.72B
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Q: Hi team,
I am wondering what the difference is between BEP and BEPC. Also, which of the two would you prefer as a play on renewable energy

thanks
Paula

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Read Answer Asked by Paula on December 02, 2020

• Advanced Energy Industries Inc. (AEIS $177.39)
  • $177.39 P/E (TTM): 78.67X Cap: $6.64B
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Q: What are your investment thaughts on this company
Thanks

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Read Answer Asked by James on December 02, 2020

• NVIDIA Corporation (NVDA $185.78)
  • $185.78 P/E (TTM): 53.45X Cap: $4.55T
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.87)
  • $19.87 P/E (TTM): 107.32X Cap: $1.97B
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• Real Matters Inc. (REAL $7.45)
  • $7.45 Cap: $557M
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• Vitalhub Corp. (VHI $11.21)
  • $11.21 P/E (TTM): 130.35X Cap: $621M
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• DexCom Inc. (DXCM $66.33)
  • $66.33 P/E (TTM): 46.89X Cap: $26.29B
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• Pinterest Inc. Class A (PINS $31.93)
  • $31.93 P/E (TTM): 11.41X Cap: $21.72B
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• Magnite Inc. (MGNI $19.56)
  • $19.56 P/E (TTM): 65.48X Cap: $2.89B
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• Unity Software Inc. (U $37.87)
  • $37.87 Cap: $16B
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Q: Do you endorse a tax-loss sale for these three stocks, DXCM, REAL, VHI with the intention to buy back after 30 days? Are there any that you wouldn't buy back and instead use the proceeds on another high growth name such as NVDA, U, GOOS, PINS, MGNI? Sector weighting is not a concern and risk tolerance is high. Thanks.

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Read Answer Asked by Ben on December 02, 2020

• Questor Technology Inc. (QST $0.66)
  • $0.66 Cap: $17M
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Q: What grade would you like to give based on the performance since last report(2016)?

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Read Answer Asked by Clare on December 02, 2020

• Enghouse Systems Limited (ENGH $20.92)
  • $20.92 P/E (TTM): 15.54X Cap: $1.16B
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Q: What 5iR portfolio would you classify ENGH to, like balance or growth?....and what risk rating would you give ENGH, like 1 for low and ranging to 5 for high?...thanks
........Tom

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Read Answer Asked by Tom on December 02, 2020

• Questor Technology Inc. (QST $0.66)
  • $0.66 Cap: $17M
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Q: QST has had a nice run but it is pulling back. Is this a good deal at the current price ? Is this just a healthy pullback (or can you give an explanation for the drop) ?

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Read Answer Asked by Pierre on December 02, 2020

Q: Thoughts on the AirBnb and Affrim Ipo next week? thank you

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Read Answer Asked by francis on December 02, 2020

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.55)
  • $127.55 P/E (TTM): 16.9X Cap: $28.71B
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Q: Hello. I have held this for some time with almost a double. Is it time to check out? Thank you

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Read Answer Asked by Margot on December 02, 2020

• Just Energy Group Inc. (JE $0.21)
  • $0.21 Cap: $9M
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Q: I purchased a convertible bond from Just Energy a few years back that they recently "force converted" to equity because they couldn't pay the interest on the bond anymore from what I can tell. This thing has been a disaster. Is their business viable anymore?
-Disappointed Dave in Montreal

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Read Answer Asked by DAVE on December 02, 2020