Investment Q&A

• AbbVie Inc. (ABBV $228.83)
  • $228.83 P/E (TTM): 100.08X Cap: $410.83B
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• Stryker Corporation (SYK $361.68)
  • $361.68 P/E (TTM): 45.36X Cap: $141.78B
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• Veeva Systems Inc. Class A (VEEV $194.95)
  • $194.95 P/E (TTM): 36.74X Cap: $32.22B
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Q: My healthcare stocks include ABBV,VEEV,and Well.I am considering switching from VEEV to STRYKER. What do you think?

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Read Answer Asked by Allen on April 27, 2021

• Cubicfarm Systems Corp. (CUB $0.11)
  • $0.11 Cap: $5M
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Q: Hi - what can you tell me about Cubic Farms Systems (valuation/growth, etc). Is it a buy?

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Read Answer Asked by Max on April 27, 2021

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $187.19)
  • $187.19 P/E (TTM): 27.1X Cap: $2.23B
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Q: Hello
Could you please comment on recent earnings and growth going forward, most importantly are they are positioned to take advantage of the electrical infrastructure.
Thank you

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Read Answer Asked by Dave on April 27, 2021

• Algonquin Power & Utilities Corp. (AQN $8.36)
  • $8.36 Cap: $7.25B
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• Northland Power Inc. (NPI $21.09)
  • $21.09 Cap: $5.59B
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Q: Between AQN and NPI, which would you prefer, as of today, for a five year investment horizon?

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Read Answer Asked by Rick on April 27, 2021

• Thermo Fisher Scientific Inc (TMO $506.80)
  • $506.80 P/E (TTM): 28.9X Cap: $192.74B
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Q: TMO Can you please comment on this one, management, debt, p/e, competition ...?
Thanks

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Read Answer Asked by TOM on April 27, 2021

• Northern Superior Resources Inc. (SUP $2.59)
  • $2.59 Cap: $448M
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• Anaconda Mining Inc. (ANX)
  • P/E (TTM): -10.8X Cap: $94M
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Q: A gold investor named Michael Gentile recently recommended SUP. Just wondering what you make of it and its recent weakness, and how long it might take to see the very significant upside he sees. It’s been declining while the price of bullion has risen.

Also curious what you think about ANX and if you’d have any qualms holding after the dramatic dip it took last week. Thanks for your thoughts.

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Read Answer Asked by Brian on April 27, 2021

• Hamilton Australian Bank Equal-Weight Index ETF (HBA $31.38)
  • $31.38 P/E (TTM): 32.32X Cap: $148M
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Q: Hamilton ETF's, who have a focus on the Financial Sector, have an Australian Bank ETF. Do you think one needs additional exposure to this area, assuming one already has some exposure to CDN and US banks?

Thanks,

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Read Answer Asked by Craig on April 27, 2021

• Alphabet Inc. (GOOG $299.76)
  • $299.76 P/E (TTM): 28.07X Cap: $3.66T
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• NVIDIA Corporation (NVDA $181.91)
  • $181.91 P/E (TTM): 37.36X Cap: $4.45T
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• AbbVie Inc. (ABBV $228.83)
  • $228.83 P/E (TTM): 100.08X Cap: $410.83B
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• CrowdStrike Holdings Inc. (CRWD $431.86)
  • $431.86 Cap: $107.43B
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• Trane Technologies plc (TT $424.26)
  • $424.26 P/E (TTM): 34.29X Cap: $96.58B
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Q: What would be your top 5 recommendations right now, in Canada and the US, for an investor with a 5-year time horizon? Thank you! Aaron

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Read Answer Asked by Aaron on April 27, 2021

• Canfor Corporation (CFP $12.96)
  • $12.96 Cap: $1.60B
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• Interfor Corporation (IFP $9.16)
  • $9.16 Cap: $616M
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• Western Forest Products Inc. (WEF $13.91)
  • $13.91 Cap: $151M
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Q: Hi,
Is it too late or is there still room to play the lumber industry?
Which of the 3 companies would be the best play for the remaining innings.
Please rank by upside.
Best Regards,
Ed

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Read Answer Asked by Edward on April 27, 2021

• Jazz Pharmaceuticals plc (JAZZ $182.71)
  • $182.71 Cap: $11.61B
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Q: Would you get rid of Jazz. What do you think of their unusual recent acquisition? Thanks.

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Read Answer Asked by Ken on April 27, 2021

• Paysafe Limited (PSFE $7.54)
  • $7.54 Cap: $490M
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Q: Have held this thru BFT since last november and didnt get the expected pop when it went public,what do you think of this company in regards to management ,growth and fundamentals would it be a B S or HOLD Thanks

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Read Answer Asked by Greg on April 27, 2021

• Fortuna Mining Corp. (FVI $15.75)
  • $15.75 P/E (TTM): 14.29X Cap: $4.90B
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Q: As a Fortuna investor I was disappointed in the Roxgold takeover offer. I try and avoid the geographical areas Roxgold is in and also want FVI for a silver play. I see no advantage to the takeover from FVI's perspective and it looks like the market agrees. What do you think about this offer and merger with Roxgold? Does it make sense to you?

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Read Answer Asked by Richard on April 27, 2021

• Miscellaneous (MISC)
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Q: As a general rule how much of one's portfolio should be in US dollars to hedge currency risk?

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Read Answer Asked by Joe on April 27, 2021

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.51)
  • $18.51 Cap: $802M
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• iShares Core Canadian Short Term Bond Index ETF (XSB $26.96)
  • $26.96 P/E (TTM): 43.28X Cap: $3.72B
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.15)
  • $28.15 P/E (TTM): 14.62X Cap: $9.82B
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• Vanguard Canadian Short-Term Bond Index ETF (VSB $23.40)
  • $23.40 Cap: $1.65B
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Q: I am one that is not very fond of Bonds and with their present performance I have decided to sell ETF XBB .
What would be a best ETF as an alternative to XBB in a RRIF account over a five year time frame?

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Read Answer Asked by Terry on April 27, 2021

• Miscellaneous (MISC)
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Q: I realize that you do not have a crystal ball however my concern is over the Covid Variants especially the ones in India. There is a suggestion that some of the variants may block the effectiveness of the vaccines. If this becomes a huge issue, I am thinking that the market could be in for another rout. I wonder if sitting in cash is the prudent thing to do and just wait out the current virus situation. The market has gone up allot and I would rather give up a small potential gain over time vs a large drop in a much shorter period of time. Your thoughts?

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Read Answer Asked by Bradley on April 27, 2021

• IDEXX Laboratories Inc. (IDXX $608.52)
  • $608.52 P/E (TTM): 49.59X Cap: $49.28B
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• Trupanion Inc. (TRUP $28.01)
  • $28.01 P/E (TTM): 62.24X Cap: $1.24B
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• Chewy Inc. Class A (CHWY $25.72)
  • $25.72 P/E (TTM): 51.02X Cap: $10.81B
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Q: Peter; Going back to Peter Lynch - everybody has a dog or cat now due to Covid- any way to play this - apparently out here (Vancouver) there are animals dying due to not enough vets. Maybe somebody should do a WELL thing and consolidate vet clinics. Thanks. Rod

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Read Answer Asked by Rodney on April 27, 2021

• Fair Isaac Corporation (FICO $1,470.12)
  • $1,470.12 P/E (TTM): 54.18X Cap: $34.99B
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Q: What are you thoughts on FICO as a long term hold? I like their ability to control pricing in an inflationary environment but I'm unsure about the robustness of their core business model.

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Read Answer Asked by Robert on April 27, 2021

• TD International Equity Index ETF (TPE $27.62)
  • $27.62 P/E (TTM): 23.08X Cap: $4.47B
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Q: Hi 5i
Can I please get your thoughts on geographic selection for index mutual fund investment?

Working with TD e-Series Funds, monthly contribution, 19 year old just getting started, single fund has been the thought so far.

Choice Range: Canada Index? US Index? International Index(Holds TPE ETF)?
(can go Europe only but I'm guessing you will ward off this selection)

Comments welcome on all aspects.
Thanks
Dave

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Read Answer Asked by David on April 27, 2021

• State Street Consumer Staples Select Sector SPDR ETF (XLP $85.11)
  • $85.11 P/E (TTM): 24.94X Cap: $16.66B
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• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $114.33)
  • $114.33 P/E (TTM): 34.95X Cap: $22.67B
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Q: Is there any merit in owning both? Doesn't seem to be much overlap.XLY has nearly 40% in Amazon and Tesla. XLP almost 36% with PG, Walmart and Pepsi.Thanks Paul

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Read Answer Asked by Paul on April 27, 2021

• State Street SPDR S&P 500 ETF Trust (SPY $674.78)
  • $674.78 P/E (TTM): 26.17X Cap: $693.15B
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• INVESCO QQQ Trust (QQQ $604.36)
  • $604.36 P/E (TTM): 30.22X Cap: $395.94B
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• iShares Russell 2000 ETF (IWM $252.87)
  • $252.87 P/E (TTM): 17.63X Cap: $72.61B
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Q: SPY, QQQ, and IWM HAve what seem to be historically (and ridiculously) attenuated charts especially viewed from a 20 year perspective. Short of using trailing stop loss orders with each of my largely dividend-oriented equity positions, what would you recommend as a defensive strategy? E.G. gradually adding to a laddered IWM put and/or LEAP put position(s)?

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Read Answer Asked by David on April 27, 2021