Investment Q&A

• Vitalhub Corp. (VHI)
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• CloudMD Software & Services Inc. (DOC)
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Q: Please provide your analysis of these 2 companies. Thank you

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Read Answer Asked by Larry M. on December 02, 2020

• Vanguard Balanced ETF Portfolio (VBAL)
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• iShares Core Balanced ETF Portfolio (XBAL)
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Q: Could you please recommend a low cost etf for an resp for 3 or 4 years to introduce someone safely to markets. For example a dividend growth, tsx or your ideas. What are the cost for the etfs? Thank you for your assistance.

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Read Answer Asked by mike on December 02, 2020

• FedEx Corporation (FDX)
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• McKesson Corporation (MCK)
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• United Parcel Service Inc. (UPS)
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• Trane Technologies plc (TT)
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• Carrier Global Corp - Ordinary Shares (CARR.WI)
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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)
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• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP)
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• Vanguard S&P 500 Index ETF (VFV)
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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• SPDR S&P 500 ETF Trust (SPY)
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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)
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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• iShares iBoxx USD High Yield Corporate Bond ETF (HYG)
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• VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL)
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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)
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• RBC U.S. Investment Savings Account Series A (RBF2014)
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• RBC U.S. Investment Savings Account Series F (RBF2015)
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• CI High Interest Savings ETF (CSAV)
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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?

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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.

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Read Answer Asked by Dale on December 02, 2020

• Vanguard Growth ETF Portfolio (VGRO)
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• iShares Core Growth ETF Portfolio (XGRO)
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• BMO Growth ETF (ZGRO)
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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)
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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)
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• CrowdStrike Holdings Inc. (CRWD)
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• Unity Software Inc. (U)
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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)
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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

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Read Answer Asked by David on December 02, 2020

• Air Canada Voting and Variable Voting Shares (AC)
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• Cargojet Inc - Ordinary Shares and Variable Voting Shares (CJT.A)
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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)
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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.

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Read Answer Asked by Luc on December 02, 2020

• Brookfield Renewable Partners L.P. (BEP.UN)
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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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)
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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)
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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• Real Matters Inc. (REAL)
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• Vitalhub Corp. (VHI)
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• DexCom Inc. (DXCM)
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• Pinterest Inc. Class A (PINS)
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• Magnite Inc. (MGNI)
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• Unity Software Inc. (U)
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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)
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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)
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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)
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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