Investment Q&A

• Vanguard U.S. Dividend Appreciation Index ETF (VGG $101.90)
  • $101.90 Cap: $2.18B
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• Vanguard Dividend Appreciation FTF (VIG $216.58)
  • $216.58 P/E (TTM): 24.27X Cap: $92.47B
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Q: Hi, can you please recommend an ETF which is similar to VIG that can be bought in CAD? Thanks.

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Read Answer Asked by Keith on July 29, 2021

• Uber Technologies Inc. (UBER $99.39)
  • $99.39 P/E (TTM): 16.78X Cap: $207.26B
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• Wheels Up Experience Inc. Class A (UP $2.55)
  • $2.55 Cap: $1.53B
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Q: Appreciate your view on this company UP

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Read Answer Asked by Indra on July 29, 2021

• Air Canada Voting and Variable Voting Shares (AC $19.05)
  • $19.05 P/E (TTM): 5.14X Cap: $5.64B
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• TFI International Inc. (TFII $129.08)
  • $129.08 P/E (TTM): 21.47X Cap: $10.71B
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• Cargojet Inc. Common and Variable Voting Shares (CJT $99.13)
  • $99.13 P/E (TTM): 11.3X Cap: $1.49B
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Q: I own Air Canada and Cargo Jet and have done very well on both. With Air Canada expanding its Cargo's operation substantially, I wonder if owning both really makes sense. Do you think that replacing CJT with TFII, operating in a different segment of the logistic industry, would be a good/better move?
thanks for your help!

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Read Answer Asked by Gilles on July 29, 2021

• Cameco Corporation (CCO $119.23)
  • $119.23 P/E (TTM): 97.03X Cap: $51.90B
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• Denison Mines Corp. (DML $3.84)
  • $3.84 Cap: $3.44B
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Q: Can you or would you at this time recommend a uranium stock?

Thanks so much.

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Read Answer Asked by Danny-boy on July 29, 2021

• Canadian Natural Resources Limited (CNQ $44.40)
  • $44.40 P/E (TTM): 11.06X Cap: $92.73B
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• Tourmaline Oil Corp. (TOU $61.71)
  • $61.71 P/E (TTM): 15.2X Cap: $23.11B
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Q: Do you think there is a possibility Canadian Natural Resources and Tourmaline will increase their dividends sometime in the next 12 months given the amount of free cash flow each seems to be generating at current commodity prices? Or continue aggressively paying down debt? I am also particularly interested in your comments on Tourmaline's earnings release yesterday and what you see for CNQ earnings release.

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Read Answer Asked by Brad on July 29, 2021

• goeasy Ltd. (GSY $184.33)
  • $184.33 P/E (TTM): 12.29X Cap: $2.96B
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Q: I am considering GSY as a growth holding to augment my dividend growth heavy portfolio. I keep hearing that valuation matters. Is GSY today at a good entry price for a 3% slot in my portfolio?

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Read Answer Asked by Aly on July 29, 2021

• Generac Holdlings Inc. (GNRC $185.86)
  • $185.86 P/E (TTM): 30.33X Cap: $10.69B
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Q: Could I please get your assessment of this company? It reported today and it's stock plunged almost 11% before recovering some. Clearly there were some issues with the report, though it beat expectations.

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Read Answer Asked by John on July 29, 2021

• Victory Square Tech (VST $0.99)
  • $0.99 P/E (TTM): 9.9X Cap: $80M
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Q: I am seeking your thoughts on Victory Square Technologies. The current PE is 1.88. The market price of $0.46 is less than double its earnings of $0.245. Is this a screaming buy or am I missing something?

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Read Answer Asked by Ken on July 29, 2021

• Vibe Growth Corporation. (VIBE $0.06)
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Q: what is your opinion of this company today

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Read Answer Asked by Pierre on July 29, 2021

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: Good morning,

KL continues to do everything right, no debt, close to 1 billion in cash, buying back shares, its cheap, excellent management...but the stock is down 37% the last year and has been on a downward trend all year. Is it heavily shorted or something else is wrong ?
Thanks, George

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Read Answer Asked by George on July 29, 2021

• Wheaton Precious Metals Corp. (WPM $148.89)
  • $148.89 P/E (TTM): 61.7X Cap: $67.58B
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• First Majestic Silver Corp. (FR)
  • Cap: $2.81B
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• Pan American Silver Corp. (PAAS $51.60)
  • $51.60 P/E (TTM): 25.04X Cap: $18.66B
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Q: Good morning,

I hold FR ,PAAS, and WPM. All three have performed poorly the last month, Please rate them best to worst and should I continue to hold them?

Thanks,
George

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Read Answer Asked by George on July 29, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $35.12)
  • $35.12 Cap: $23.10B
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Q: On Yahoo finance today at 11:32 adt, it show a volume spike of 52.9K. On the TSX site under "Trading History" for the same time, there is no indication of that many shares being traded, not even close. On my Questrade "Time and Sales" it's not there either. I thought volume on bar charts where actual traded shares, if this is not the case, is what I'm seeing on Yahoo the level of Ask and Buys, but not actual trades? Thanks,

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Read Answer Asked by Juanita on July 29, 2021

• Amazon.com Inc. (AMZN $227.63)
  • $227.63 P/E (TTM): 35.29X Cap: $2.42T
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Q: Hi Peter,
CIBC launches depository receipts for shares in US companies. The first to launch was amazon.com CDR NEO: AMZN-NE on the NEO exchange.
The shares are hedged to the Cdn dollar.
For Amazon with a cost per share of $3,622 US the cost per share on the NEO is 22.86 Cdn.
CIBC will be launching more of CDRs for more US companies in the next days. What is your take on this method of buying into US companies without spending a lot of US dollars?
Thanks
Ron

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Read Answer Asked by Ron on July 29, 2021

• Imax Corporation (IMAX $32.66)
  • $32.66 P/E (TTM): 54.17X Cap: $1.75B
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Q: Pls comments on the earnings. How about its long-term outlook? Is it buyable at today's price?

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Read Answer Asked by David on July 29, 2021

• Barrick Mining Corporation (ABX $48.94)
  • $48.94 P/E (TTM): 20.71X Cap: $83.49B
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Q: Good morning,

ABX has paid off all its Debt, cash is building up, excellent CEO, its cheap, but the stock is down 36% the last year. What is your view of ABX today ?

Thanks,
George

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Read Answer Asked by George on July 29, 2021

• Shaw Communications Inc. Class B Non-voting Shares (SJR.B $40.48)
  • $40.48 P/E (TTM): 12.15X Cap: $20.22B
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Q: Good day. Do you have any revised opinions for the Shaw takeover? Anything more positive about the deal going through? Thank you.

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Read Answer Asked by Donna on July 29, 2021

Q: Me, want to share this zinger that made me chuckle like hahaaaa.....BNN attributes it to Lorne Steinberg​ that I understand is a "value portfolio manager"
here is Lorne's "elbow" at investment analysts - If investment analysts were meteorologists, rain would never be in the forecast.​

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Read Answer Asked by Tom on July 29, 2021

• Sprott Physical Silver Trust (PSLV $20.48)
  • $20.48 Cap: $10.18B
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Q: Good morning,

PSLV has dropped a lot in the last month, even more then the price of silver. What is your view on it?

Thanks,
George

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Read Answer Asked by George on July 29, 2021

• Pimco Income Opportunity Fund of Beneficial Interest (PKO $23.77)
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Q: I currently own PIMCO Income Opportunity Fund. PIMCO is planning to reorganize and merge some of the funds. PDI would aquire PCI and PKO. The new management fee will be 0.11%.

I have been happy with the income from PKO. Should I continue to hold the new fund or seek an alternative.

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Read Answer Asked by J Stephen on July 29, 2021

• NextEra Energy Inc. (NEE $72.35)
  • $72.35 P/E (TTM): 24.85X Cap: $148.98B
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• Algonquin Power & Utilities Corp. (AQN $7.51)
  • $7.51 Cap: $5.76B
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Q: With the growing interest in ESG companies do you think AQN is a potential acquisition target? Wondering if it small enough to get the takeover-kind of attention.

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Read Answer Asked by Edward on July 29, 2021