Investment Q&A

• Amazon.com Inc. (AMZN $223.13)
  • $223.13 P/E (TTM): 36.21X Cap: $2.37T
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• FedEx Corporation (FDX $224.66)
  • $224.66 P/E (TTM): 14.22X Cap: $52.99B
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• Cargojet Inc. Common and Variable Voting Shares (CJT $98.65)
  • $98.65 P/E (TTM): 13.32X Cap: $1.53B
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Q: Hi everyone!

Just a quick question on Amazon purchasing 11 jets from Westjet and Delta. I know online purchases have been accelerated because of the pandemic. Do you see Amazon's purchase of jets and their existing fleet as a medium term threat to companies like Cargojet?

Jason

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Read Answer Asked by Jason on January 06, 2021

Q: Can you withdraw us$ from rrsp into tfsa without currency change into Can$? Thanks rose

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Read Answer Asked by Rose on January 06, 2021

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Thoughts on investing this company as of today?

Is there any structural risks to permanently and adversely affecting the business if COVID and closures/restrictions remain for longer?

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Read Answer Asked by Eugene on January 06, 2021

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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• Teledyne Technologies Incorporated (TDY $550.13)
  • $550.13 P/E (TTM): 31.59X Cap: $25.79B
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Q: Happy New Year

Just looking for your thoughts on yet another takeover (Teledyne acquiring FLIR) that will impact me.

Thanks
Mike E

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Read Answer Asked by mike on January 06, 2021

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: What do you expect from Photon Controls as far as growth goes for 2021. I have this in my TFSA and wonder if this is worth holding.

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Read Answer Asked by Garry on January 06, 2021

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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Q: I have a position in BPY that has finally came back to my initial purchase price after the recent news. Is it wise to sell now or hold and wait for buyout. If one is to hold shares, what would happen to the shares when the buyout finalizes?

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Read Answer Asked by Shawn on January 06, 2021

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• TELUS Corporation (T $22.09)
  • $22.09 P/E (TTM): 27.54X Cap: $33.44B
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• WSP Global Inc. (WSP $274.47)
  • $274.47 P/E (TTM): 52.11X Cap: $37.12B
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• Algonquin Power & Utilities Corp. (AQN $8.11)
  • $8.11 Cap: $6.22B
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• Alimentation Couche-Tard Inc. (ATD $70.26)
  • $70.26 P/E (TTM): 19.07X Cap: $67.11B
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• Premium Brands Holdings Corporation (PBH $90.48)
  • $90.48 P/E (TTM): 32.61X Cap: $4.06B
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• Savaria Corporation (SIS $21.30)
  • $21.30 P/E (TTM): 29.3X Cap: $1.45B
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Q: I am an investor with a fairly balanced, income oriented securities portfolio with a relatively high weighting to financials. I am thinking of adding the securities noted and am interested in your thoughts on each, as well as how you would rank them on a relative basis. Thanks for your thoughts.

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Read Answer Asked by Don on January 06, 2021

Q: TPAY is a TD income ETF. Do you have an opinion re: a place to store cash for 6 months? Thanks!

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Read Answer Asked by Paul on January 06, 2021

Q: Can you please give me the 2020 Percent increases for the TSX, Dow and Nasdaq. I have searched different sites and I get a variety of answers. Bloomberg results are TSX 5.63, Dow 9.32% and Nasdaq 44.27%. Do you agree with these numbers and if not please set me straight. Thank you.

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Read Answer Asked by Brian on January 06, 2021

• Sernova Biotherapeutics Inc. (SVA $0.20)
  • $0.20 Cap: $65M
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Q: You have commented on Sernova in response to several questions since 2013. DoEs its movement since the first of December, 2020 indicate som form of “critical mass” has been achieved?

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Read Answer Asked by David on January 06, 2021

• ARK Innovation ETF (ARKK $74.35)
  • $74.35 P/E (TTM): 132.78X Cap: $7.11B
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• e (EARK)
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Q: Hi,
What's your perspective on this fund? Also, is there a Canadian equivalent to ARK funds? Is TEC.To similar to ARK in Canada?
Thanks

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Read Answer Asked by Kapil on January 06, 2021

• Fortis Inc. (FTS $69.84)
  • $69.84 P/E (TTM): 20.98X Cap: $34.76B
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• Winpak Ltd. (WPK $42.09)
  • $42.09 P/E (TTM): 13.61X Cap: $2.59B
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Q: Hi Peter, Ryan and Team,

Happy New Year greetings.

FTS and WPK have provided me excellent returns in the past 5 years but recently have been rather stagnant. Can you give a list of 3-4 suggestions to replace them with ( it does not have to be in the same sectors) inside a TFSA?

Thanks.

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Read Answer Asked by Marvin on January 06, 2021

• Alaris Equity Partners Income Trust (AD.UN $18.65)
  • $18.65 P/E (TTM): 4.51X Cap: $843M
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Q: Why is alaris moving so much today? What do you think of their prospects.

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Read Answer Asked by mike on January 06, 2021

• EMQQ The Emerging Markets Internet ETF (EMQQ $41.29)
  • $41.29 P/E (TTM): 5.12X Cap: $358M
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Q: Hi Team,

What are your thoughts on this ETF for a long term hold for growth potential?

Regards,

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Read Answer Asked by Keith on January 06, 2021

• Exchange Income Corporation (EIF $67.48)
  • $67.48 P/E (TTM): 27.15X Cap: $3.46B
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Q: Hello,

Could you please name a few (or more) companies (preferably from different industries), which were undeservingly punished during the tax loss season, but you think might have a great potential to bounce back in 2021?

Thank you

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Read Answer Asked by Timour on January 06, 2021

Q: Mountain Valley MD Holdings Inc.
Can I have your thoughts on the potential of this stock; thank you.

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Read Answer Asked by ANDY on January 06, 2021

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $47.42)
  • $47.42 P/E (TTM): 40.25X Cap: $3.06B
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Q: I have $250000 to invest and I am retired. I want dividend income and want to diversify outside of Canada. Any suggestions on ETFs that are domiciled in Canada but have exposure outside of Canada and allow Canadian dividend tax credit? I already have a lot of Canadian exposure.

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Read Answer Asked by Kevin on January 06, 2021

• ACADIA Pharmaceuticals Inc. (ACAD $24.40)
  • $24.40 P/E (TTM): 17.26X Cap: $3.93B
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Q: PLEASE PROVIDE YOUR OPINION OF THIS COMPANY FOR A 3-5 YEAR HOLD

JOHN

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Read Answer Asked by JOHN on January 06, 2021

• Enel Americas S.A. American Depositary Shares (ENIA)
  • P/E (TTM): 11.3X Cap: $10.32B
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Q: What is your take on this global renewable energy company and will it also enjoy the growth rates that other companies in this space have had recently.

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Read Answer Asked by Harold on January 06, 2021

• Vanguard Global Value Factor ETF (VVL $55.00)
  • $55.00 P/E (TTM): 22.96X Cap: $460M
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• Vanguard Value ETF (VTV $176.88)
  • $176.88 P/E (TTM): 44.79X Cap: $134.48B
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• Vanguard Mega Cap Value ETF (MGV $130.38)
  • $130.38 P/E (TTM): 45.48X Cap: $9.14B
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Q: This is about Value play through ETFs.
Two questions. Assuming that Value as opposed to growth is going to get traction in 2021.

1. Small cap value or Large cap value going forward.

2. Which ones from my picks above you think are worth considering. Any favourites?

Thanks

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Read Answer Asked by Savalai on January 06, 2021