Investment Q&A

• TFI International Inc. (TFII)
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Q: Kindly give us your take on the just released TFII Q1 results and forward prospects. Thank you very much.

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Read Answer Asked by Victor on April 28, 2021

• Pinterest Inc. Class A (PINS)
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Q: Could you please comment on their earnings and outlook?

Thanks,
Milan

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Read Answer Asked by Milan on April 28, 2021

• Enbridge Inc. (ENB)
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• TELUS Corporation (T)
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Q: Which do you prefer telus or enbridge for income growth and safety. thanks

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Read Answer Asked by don on April 28, 2021

• Alphabet Inc. (GOOG)
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• NVIDIA Corporation (NVDA)
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• AbbVie Inc. (ABBV)
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• CrowdStrike Holdings Inc. (CRWD)
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• Trane Technologies plc (TT)
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Q: I was wondering what will be your recommendation for 5 growth companies in Canada and US after the pandemic.

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Read Answer Asked by Satish on April 28, 2021

• Sangoma Technologies Corporation (STC)
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• Photon Control Inc. (PHO)
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• NVIDIA Corporation (NVDA)
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• Constellation Software Inc. (CSU)
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• Descartes Systems Group Inc. (The) (DSG)
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• Kinaxis Inc. (KXS)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Advanced Micro Devices Inc. (AMD)
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• The Trade Desk Inc. (TTD)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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• CrowdStrike Holdings Inc. (CRWD)
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• Docebo Inc. (DCBO)
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• Dye & Durham Limited (DND)
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• Nuvei Corporation Subordinate Voting Shares (NVEI)
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• Unity Software Inc. (U)
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• Topicus.com Inc. (TOI)
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Q: I'm looking to reduce the overall amount of positions. Of my tech names which would you suggest selling?

From what I can gather you prefer NVDA to AMD and would suggest one of either SHOP or LSPD. Is this accurate? Other suggestions or ideas to pair down?

Thank you very much

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Read Answer Asked by Stefan on April 28, 2021

• FirstService Corporation (FSV)
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Q: Do you think FSV is fully valued or do you see more growth ahead?
Thanks for your service

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Read Answer Asked by Ozzie on April 27, 2021

• AbbVie Inc. (ABBV)
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• Eli Lilly and Company (LLY)
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Q: Good morning. Looks LLY is going to take a bit of a hit this morning. What are your thoughts on the company and it's growth potential. I have little Healthcare exposure. Would you consider this or prefer something else?

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Read Answer Asked by Mark on April 27, 2021

• The Trade Desk Inc. (TTD)
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Q: I am up 145% on TTD (thanks!) and it is now 10% of my portfolio. Should I sell 25% or 50% of it, and if so, what should I buy to replace it? My other US tech holdings are PINS, VEEV, ICHR, PLTR, AMZN, FB, APPL. My US tech is the largest part of my growth sector, is there hole to fill in my list?

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Read Answer Asked by Kim on April 27, 2021

• Pulse Seismic Inc. (PSD)
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Q: Can I get your current thoughts on PSD please.

Thanks

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Read Answer Asked by Scott on April 27, 2021

• BMO MSCI EAFE Index ETF (ZEA)
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• iShares Core MSCI EAFE IMI Index ETF (XEF)
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• iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN)
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• iShares Core MSCI EAFE ETF (IEFA)
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• iShares MSCI EAFE Small-Cap ETF (SCZ)
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• iShares MSCI EAFE ETF (EFA)
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Q: Hi
can you recommend one or more ETFs that together or individually cover Europe, Australia and the Far East?
thanks

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Read Answer Asked by Mary on April 27, 2021

• AllianceBernstein Holding L.P. Units (AB)
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Q: Could you please provide your current view of Alliance Bernstein’s growth prospects and the potential for the continuity of its dividend? Thanks!

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Read Answer Asked by David on April 27, 2021

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Real Matters Inc. (REAL)
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Q: What are tomorrow’s estimates for SHOP and REAL? Thanks

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Read Answer Asked by Leo on April 27, 2021

• AbbVie Inc. (ABBV)
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• Stryker Corporation (SYK)
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• Veeva Systems Inc. Class A (VEEV)
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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)
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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)
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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)
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• Northland Power Inc. (NPI)
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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)
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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)
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• Anaconda Mining Inc. (ANX)
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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)
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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)
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• NVIDIA Corporation (NVDA)
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• AbbVie Inc. (ABBV)
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• CrowdStrike Holdings Inc. (CRWD)
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• Trane Technologies plc (TT)
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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