Investment Q&A

• Royal Bank of Canada (RY $233.21)
  • $233.21 P/E (TTM): 16.23X Cap: $332.14B
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• Toronto-Dominion Bank (The) (TD $135.31)
  • $135.31 P/E (TTM): 11.22X Cap: $226.98B
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• Bank of Nova Scotia (The) (BNS $104.86)
  • $104.86 P/E (TTM): 25.56X Cap: $128.03B
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• Bank of Montreal (BMO $202.96)
  • $202.96 P/E (TTM): 16.06X Cap: $143.56B
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Q: I do not have any of the Canadian Banks but would like to add one. Kindly advise which you would choose.
Thank You!
Bryan

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Read Answer Asked by Bryan on December 07, 2020

• Defiance Silver Corp. (DEF $0.34)
  • $0.34 Cap: $127M
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Q: Would appreciate your evaluation.Great chart pattern from June to now with higher highs and higher lows,Thanks.
Gaston.

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Read Answer Asked by Gaston on December 07, 2020

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.86)
  • $13.86 P/E (TTM): 6.96X Cap: $1.06B
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Q: Wondering what the future holds in the way of capital appreciation for CPD? What will increase the value of CPD, like sentiment or change in economic cycle or something else?....Thanks....Tom

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Read Answer Asked by Tom on December 07, 2020

• Cygnus Metals Limited (DCMC $0.21)
  • $0.21 Cap: $234M
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Q: Do you have any financial or other information on this Co?
Thanks, Del

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Read Answer Asked by Del on December 07, 2020

• Twist Bioscience Corporation (TWST $48.13)
  • $48.13 Cap: $3.03B
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Q: Greetings,

my tech friends rarely pile into anything but they are all saying the technology developed by TWST is a game changer in the data storage, preservation, archival, retrieval, etc area with the potential to have huge impact on AI. YOur thoughts. it certainly has run up. Will the growth continue?

Cheers

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Read Answer Asked by kelly on December 07, 2020

• iShares S&P GSCI Commodity-Indexed Trust (GSG $25.60)
  • $25.60 Cap: $781M
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Q: Are there ETF's or Mutual Funds on the market that focus on commodities internationally (excluding gold)? Which would you find are top performers? Thank you

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Read Answer Asked by Mark on December 07, 2020

• Miscellaneous (MISC)
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Q: In calculating the weightings of individual equity holdings, I use only my total equity holdings as the denominator and ignore bonds. Outside of Canada, my equity exposure is held in international ETFs, and I include these in the total equity when making the above calculation. Do you think that's the right approach? I go back and forth on whether to remove the ETFs from the calculation.

Thanks.

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Read Answer Asked by Alan on December 07, 2020

• Greenlane Renewables Inc. (GRN $0.25)
  • $0.25 P/E (TTM): 22.5X Cap: $38M
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Q: Can you give me your opinion on this company. Thanks

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Read Answer Asked by Bill on December 07, 2020

• Nomad Royalty Company Ltd. (NSR $9.67)
  • $9.67 P/E (TTM): 572.39X
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Q: What do you think of Yamanas sale of $25m nsr.
Thanks Phil

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Read Answer Asked by philip on December 07, 2020

• Mattr Corp. (MATR $8.63)
  • $8.63 P/E (TTM): 15.0X Cap: $528M
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• Firan Technology Group Corporation (FTG $20.79)
  • $20.79 P/E (TTM): 62.38X Cap: $533M
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• Dexterra Group Inc. (DXT $13.01)
  • $13.01 P/E (TTM): 19.8X Cap: $810M
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Q: All the three companies have had large insider buying activities since the start of the pandemic. Do you think they are good buys now?
Thanks.

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Read Answer Asked by Liping on December 07, 2020

• Amazon.com Inc. (AMZN $207.78)
  • $207.78 P/E (TTM): 28.63X Cap: $2.26T
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $147.38)
  • $147.38 P/E (TTM): 19.93X Cap: $351.65B
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• MercadoLibre Inc. (MELI $1,757.24)
  • $1,757.24 P/E (TTM): 45.51X Cap: $89.61B
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• JD.com Inc. (JD $26.88)
  • $26.88 P/E (TTM): 7.06X Cap: $40.02B
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• Shopify Inc. (SHOP $124.63)
  • $124.63 P/E (TTM): 127.25X Cap: $156.69B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.87)
  • $12.87 Cap: $1.72B
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Q: Good morning
If I want to add to each of those positions which one would you chose considering actual valuation and future potential
Thanks
CDJ

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Read Answer Asked by claude on December 07, 2020

• Toronto-Dominion Bank (The) (TD $135.31)
  • $135.31 P/E (TTM): 11.22X Cap: $226.98B
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• Bank of Nova Scotia (The) (BNS $104.86)
  • $104.86 P/E (TTM): 25.56X Cap: $128.03B
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Q: Looking for the better bank; TD or BNS? Core holding, long term in a registered account

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Read Answer Asked by Harry on December 07, 2020

• Descartes Systems Group Inc. (The) (DSG $92.73)
  • $92.73 P/E (TTM): 37.49X Cap: $7.60B
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Q: Recently in a trading range. After strong Q,it went up sharply,but dropped back almost the same amount the next day.Any reasons? Is it timely to start a position? Txs for u usual great services & advices,

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Read Answer Asked by Peter on December 07, 2020

• Royal Bank of Canada (RY $233.21)
  • $233.21 P/E (TTM): 16.23X Cap: $332.14B
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• National Bank of Canada (NA $191.64)
  • $191.64 P/E (TTM): 17.65X Cap: $73.85B
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Q: Hi Team:
I currently own about 2+% RY and 1+% of NA, I wonder if I should add more bank holdings. Also, what is your ranking of the 5 banks. Please take as many points as appropriate.

Thank you.

LL

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Read Answer Asked by LOUISA on December 07, 2020

• Enghouse Systems Limited (ENGH $17.63)
  • $17.63 P/E (TTM): 12.77X Cap: $947M
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Q: Recently in a trading range,then starting to trend down.What are the estimates for eps & revenue for the next Q,expected on Dec 9.Is this a buy?Do you prefer DSG?Txs for u usual great services & views.

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Read Answer Asked by Peter on December 07, 2020

• NVIDIA Corporation (NVDA $184.69)
  • $184.69 P/E (TTM): 47.53X Cap: $4.75T
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• NIO Inc. American depositary shares each representing one Class A (NIO $5.05)
  • $5.05 Cap: $11.65B
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Q: What's your take on Nvda and Nio ?
Would you buy either of these companies today.

Thanks,
John

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Read Answer Asked by John on December 07, 2020

• BCE Inc. (BCE $35.10)
  • $35.10 P/E (TTM): 5.36X Cap: $32.67B
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• TELUS Corporation (T $18.66)
  • $18.66 P/E (TTM): 25.83X Cap: $28.78B
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Q: Which company do you prefer for some growth
And sustainable dividend for the next 3 to 5 years
Or do you have another fav in this area
Thanks

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Read Answer Asked by Sam on December 07, 2020

Q: In my self administered TFSA I’m invested about 50% in US equities/50%CND equities.

So whenever I’m buying or selling a US stock I have to deal with currency conversions as well as trading fees.

Am I allowed to have a Self directed US dollar TFSA thru Invest Direct at CIBC and linked to US dollar account held at the same bank? My local CIBC guy says no. Seems RBC allows it. Thanks for your appreciated guidance!!

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Read Answer Asked by Rob on December 07, 2020

• Constellation Software Inc. (CSU $2,601.55)
  • $2,601.55 P/E (TTM): 56.43X Cap: $52.12B
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Q: I hold CSU shares in a taxable account at a purchase cost of $80 per share ( Thank you 5i ). Will the spin off of Tropicus shares be deemed as a disposition by the CRA and subject to capital gains tax ?

Thanks, Tim.

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Read Answer Asked by tim on December 07, 2020

• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $40.11)
  • $40.11 P/E (TTM): 60.02X Cap: $18.16B
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Q: Do you see BIP.Un and WSP as similar in terms of what they do and performance in a re open global economy? WSP is too rich for me but BIP has an entry point I am comfortable with. Registered account with 7-10 year horizon

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Read Answer Asked by Harry on December 07, 2020