Investment Q&A

• Floor & Decor Holdings Inc. (FND $87.47)
  • $87.47 P/E (TTM): 41.53X Cap: $9.41B
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Q: Have been watching this one for awhile now and it has great momentum and decent volume. It reports on May 6th and I would love your analysis of them. Is it going to be another Restoration Hardware?
Thanx as always
Gary

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Read Answer Asked by Gary on April 28, 2021

• Pure Gold Mining Inc. (PGM $0.02)
  • $0.02 Cap: $10M
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Q: Can you please comment on PGM, management debt, cash, etc...it doesn’t go up with gold price. I got in $2.50, should I average down? Many thanks

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Read Answer Asked by Hue on April 28, 2021

Q: Which ETF[s] would you recommend to cover commodities e.g. cereals, minerals, etc?

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Read Answer Asked by steve on April 28, 2021

• Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $43.48)
  • $43.48 P/E (TTM): 12.72X Cap: $9.98B
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Q: The market has reacted negatively to the departure of the president of QBR's Videotron division. Wondering what your thoughts are and - aside from this issue - how does QBR stack up against the other Canadian telecoms - would a switch make sense?
Thank you.

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Read Answer Asked by Darren on April 28, 2021

• K-Bro Linen Inc. (KBL $37.50)
  • $37.50 P/E (TTM): 21.05X Cap: $487M
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Q: just wondering what is happening to KBL today. Looks like their contract in Edmonton was renewed - but the stock action seems to be over the top. What am i missing here?

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Read Answer Asked by kelly on April 28, 2021

Q: I need a bit of assistance knowing what to do with bond ETFs. With interest rates projected to change in Canada and mounting inflationary pressures in the US, would you go long (as per a G/M article today 'A contrarian case for bonds - and stellar returns ahead' which suggested the CND ETF XLB) or short term (eg VSB, CBO as in an answer you provided today)? In the past I have opted for aggregate bond ETFs feeling interest rate calls were beyond my abilities to 'call the market'.

Thanks for your valued input.

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Read Answer Asked by David C. on April 28, 2021

• Point Loma Resources Ltd. (PLX)
  • Cap: $1M
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Q: Protalix, Is down 40%. I see no news anything at your end.
Thanks

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Read Answer Asked by Luc on April 28, 2021

• Aurcana Silver Corporation (AUN)
  • Cap: $4M
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• Kintavar Exploration Inc. (KTR $0.03)
  • $0.03 Cap: $3M
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Q: It’s been a while since anyone inquired about AUN, the silver miner. I’m also interested in copper plays that haven’t yet had a run. Fabrice Taylor appeared on BNN a few years ago and described KTR as a potential “lottery ticket”.

What do you make of these two companies and their prospects? Is it advisable to take a position and be patient? Thanks very much.

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Read Answer Asked by Brian on April 28, 2021

• Kimberly-Clark Corporation (KMB $129.89)
  • $129.89 P/E (TTM): 17.63X Cap: $43.09B
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Q: Could you comment on KMB and if you think this is a good company to hold for long term, dividend. It seems to have high debt. Are there other similar companies you prefer.

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Read Answer Asked by Pat on April 28, 2021

• goeasy Ltd. (GSY $214.54)
  • $214.54 P/E (TTM): 12.79X Cap: $3.44B
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• BMTC Group Inc. (GBT $12.75)
  • $12.75 P/E (TTM): 32.03X Cap: $415M
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Q: Hi, what are your thoughts on BMTC ? Hold or sell ? If sold what would you buy for growth with reasonnable risk ? Thank you.

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Read Answer Asked by anthony on April 28, 2021

• AbbVie Inc. (ABBV $212.56)
  • $212.56 P/E (TTM): 90.54X Cap: $375.49B
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Q: ABBV is mentioned and recommended frequently in the 5I questions. I have heard that Humira is its strongest asset; is that the case? A BNN guest the other day referred to Humira coming off patent in 2023; does this affect its long term prospects? The company has a very healthy dividend, especially for a US entity; is this sustainable in the long term? Any other comments about ABBV? Thank you for your excellent service.

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Read Answer Asked by Leonard on April 28, 2021

• Intuitive Surgical Inc. (ISRG $466.86)
  • $466.86 P/E (TTM): 61.45X Cap: $167.35B
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• AbbVie Inc. (ABBV $212.56)
  • $212.56 P/E (TTM): 90.54X Cap: $375.49B
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• BMO Equal Weight REITs Index ETF (ZRE $22.81)
  • $22.81 P/E (TTM): 54.28X Cap: $604M
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• Vanguard Real Estate Index Fund ETF (VNQ $92.47)
  • $92.47 P/E (TTM): 33.37X Cap: $33.47B
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• Health Care Select Sector SPDR (XLV $137.90)
  • $137.90 P/E (TTM): 83.99X Cap: $34.08B
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• iShares U.S. Medical Devices ETF (IHI $62.44)
  • $62.44 P/E (TTM): 164.7X Cap: $4.35B
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• SPDR Biotech ETF (XBI $95.47)
  • $95.47 P/E (TTM): 37.15X Cap: $5.34B
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• Guardant Health Inc. (GH $60.13)
  • $60.13 Cap: $7.49B
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• iShares U.S. Real Estate ETF (IYR $97.76)
  • $97.76 P/E (TTM): 153.07X Cap: $3.82B
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Q: Hi group need more exposure to real estate and health care - could you recommend a few in each sector also a few ETF would be helpful. I have some ready cash to deploy but am a bit queasy about investing into todays market feels oversold? also India , South America are struggling with COVID what's you thoughts (leaning towards waiting until Virus is better controlled. Wait or jump in Appreciate your thoughts

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Read Answer Asked by Terence on April 28, 2021

• Spotify Technology S.A. (SPOT $707.19)
  • $707.19 Cap: $144.15B
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Q: Your thoughts on the SPOT quarter? Thx, M

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Read Answer Asked by Mark on April 28, 2021

• Alphabet Inc. (GOOG $235.17)
  • $235.17 P/E (TTM): 24.64X Cap: $2.84T
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• NVIDIA Corporation (NVDA $167.02)
  • $167.02 P/E (TTM): 55.04X Cap: $4.05T
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• AbbVie Inc. (ABBV $212.56)
  • $212.56 P/E (TTM): 90.54X Cap: $375.49B
  • View ABBV Profile
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• CrowdStrike Holdings Inc. (CRWD $417.63)
  • $417.63 Cap: $104.80B
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• Trane Technologies plc (TT $413.83)
  • $413.83 P/E (TTM): 32.41X Cap: $92.08B
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Q: What would be your top 5 picks to buy now and hold for 5-10+ years in both the US and CAN thinking about management, disruptors, growth, etc with.

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Read Answer Asked by Andrew on April 28, 2021

• WELL Health Technologies Corp. (WELL $4.74)
  • $4.74 Cap: $1.20B
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Q: Hello,

Can I please have your updated opinion on the concerns raised in this new short report on WELL.

https://www.antya.ca/research/well-health-technologies-corp-it-is-a-bird-it-is-a-plane-noooo-it-is-a-torpedo-it-will-blow-up/

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Read Answer Asked by James on April 28, 2021

• BMO Ultra Short-Term Bond ETF (ZST $49.04)
  • $49.04 Cap: $4.55B
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• Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR $10.11)
  • $10.11 Cap: $467M
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• Purpose High Interest Savings Fund (PSA $50.05)
  • $50.05 Cap: $3.15B
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Q: Looking for both US and Cdn (GIC replacement) ideas for an 80+ year old, looking for some income, not looking to shoot the lights out. Sitting in cash is tough. 4-6 suggestions would be appreciated. Thanks.

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Read Answer Asked by David on April 28, 2021

• iShares Gold Bullion ETF (CGL.C $41.90)
  • $41.90 Cap: $565M
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• iShares Gold Bullion ETF (CGL $27.98)
  • $27.98 Cap: $1.63B
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• Royal Canadian Mint - Canadian Gold Reserves Exchange-Traded Receipts (MNT $53.14)
  • $53.14 P/E (TTM): 19.5X Cap: $2.12B
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• Sprott Physical Gold Trust (PHYS $38.22)
  • $38.22 P/E (TTM): 24.9X Cap: $15.41B
  • View PHYS Profile
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Q: Hi Peter, Ryan and Team,

How would you rank these gold ETFs MNT, CGL, CGL. C an PHYS.?

Thanks.

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Read Answer Asked by Marvin on April 28, 2021

• Kraken Robotics Inc. (PNG $3.48)
  • $3.48 P/E (TTM): 58.17X Cap: $1.06B
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Q: Could I have your take on announced earnings and your opinion on the bullish outlook resented by the CFO please.

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Read Answer Asked by Mike on April 28, 2021

Q: Breakwave dry Bulk Shipping/BDRY. This keeps creeping up almost every day. Please comment. Thanks!

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Read Answer Asked by Austin on April 28, 2021

• Kontrol Technologies Corp. (KNR $2.50)
  • $2.50 P/E (TTM): 0.97X Cap: $136M
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Q: Hi,

Are you able to tell me anything about this company? Would you recommend a speculative buy on this?

Thanks,

Craig

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Read Answer Asked by Craig on April 28, 2021