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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: What are your thoughts on Appian, Blackline, Datadog, and Zoom from a balance sheet, growth potential and management? Could you rank in terms of growth potential in the next 5-10+ years? Thanks.
Read Answer Asked by Andrew on January 13, 2021
Q: Hi,

I just purchased ATD.B at $42 thinking I was getting a good price. I guess not. I started with a 3% position so I still have room to add. Would you add on this news? It seems that this French grocer operates a number of convenience stores and has a footprint in Asia. Could this be a reason for the acquisition? Not sure why make a pitch for the whole Company if only parts of it are strategic to ATD.B.

Thanks,
Jason
Read Answer Asked by Jason on January 13, 2021
Q: Hi 5i,
I have held BTO for some time in a RRSP & up ~9% and like this company for gold exposure. Noticed it continues to sell off causing the dividend % to look more attractive in a Non-Registered Account. My question is would BTO be better in Non-Registered Account to collect the dividend tax credit and leave the option open for a tax loss selling if BTO continues to slide. In past market corrections I always would have rather had cash sitting in a Registered Account vs non-registered since tax losses are non-applicable and it takes so long to earn back any booked registered losses. To be safe should I sell the gain off in the register account & wait the full 2 days to settle prior to rebuying in a non-registered account (want to ensure I do not disqualify any possible future tax losses).
Read Answer Asked by Dean on January 13, 2021
Q: HI,

PYR announced preliminary results for Q4 and FY....
"Based on preliminary financial information, and subject to year-end closing adjustments, PyroGenesis expects revenue for the fourth quarter 2020 to be between $3 - $5 million, resulting in total revenues for the fiscal year ending 2020 of approximately $14 - $16 million, as compared to $1.07 million (Q4 2019) and $4.8 million (FY 2019), respectively.
The Company also expects earnings per share (“EPS”) for the fourth quarter to be in the range of $0.10 - $0.12, and for the fiscal year ending 2020 of between $0.22 - $0.24 , as compared to a loss of $0.04 (Q4 2019) and a loss of $0.07 (FY2019), respectively."

Quarter over quarter numbers ie Q3 vs Q4 are reduced but YoY quarters and FY are vastly improved. I know their quarterly numbers can be lumpy (based on contracts completed) but the FY growth is impressive.
Would you continue to just watch this for now and see if they can expand their customer count and thus also expand their backlog? Or take a 1/3 initial position?
(Motley Fool did a piece indicating any (quarterly) reduced revenues could spark a sell off).

Cheers,
Steve
Read Answer Asked by Stephen on January 13, 2021
Q: In a report dated 4 Jan , RBC Capital says “… Element Fleet is our best idea, and we believe it should be a core holding in any portfolio, as we think the stock offers a blend of growth, defensive attributes and multiple potential positive catalysts.”
I just don't see it and feel I must be missing a LOT. I find EFN just OK. I don’t follow Canadian markets much so checked other reports, and skimmed several analyses. Almost all other analysts seem to be lukewarm on EFN. RBC includes well qualified, experienced, and generally trustworthy fellows.
Please comment on EFN with a focus on future growth. Is its business model robust enough to beat competition?
Read Answer Asked by Adam on January 13, 2021
Q: Morning Team,
Please rank the above 3 video game publishing companies and rationale for your ranking.
Thanks for your great service.
Cheers
Read Answer Asked by Harry on January 13, 2021
Q: Hey guys, i'm looking for a recommendation for a TFSA, around 30K, that I would like to see moderate growth (5-10%) with a 2-4 % dividend yield, CDN equities, no real time horizon, just better than sitting in a checking account.
My initial thought was a couple banks (BNS and TD) + 1-2 utilities ( recommendations?) + a CDN dividend paying ETF ( once again, recommendation ?)

I realize you can not personalize advice but a list that I can consider would be helpful.

Thanks
Paul
Read Answer Asked by PAUL on January 13, 2021
Q: I still have some money in a Canadian short-term bond index ETF ( VSB) which has recently paid about 2.6% annually and a healthy cash balance across both registered and non-registered accounts.
Considering where we are in the economic cycle, record low interest rates and expected US FED policy direction for the next year or two, can we anticipate this rate to continue for the next year? Do you have any other investment areas where one could look to invest?
Thank you
Read Answer Asked by Ronald on January 13, 2021
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