Investment Q&A

• Thermo Fisher Scientific Inc (TMO $448.94)
  • $448.94 P/E (TTM): 27.36X Cap: $169.52B
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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 $1.25)
  • $1.25 Cap: $207M
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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 $29.11)
  • $29.11 P/E (TTM): 27.94X Cap: $133M
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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 $196.92)
  • $196.92 P/E (TTM): 21.8X Cap: $2.38T
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• NVIDIA Corporation (NVDA $179.42)
  • $179.42 P/E (TTM): 57.5X Cap: $4.37T
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• AbbVie Inc. (ABBV $196.30)
  • $196.30 P/E (TTM): 84.85X Cap: $346.77B
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• CrowdStrike Holdings Inc. (CRWD $451.69)
  • $451.69 Cap: $110.10B
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• Trane Technologies plc (TT $427.03)
  • $427.03 P/E (TTM): 35.7X Cap: $95.02B
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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 $13.05)
  • $13.05 Cap: $1.54B
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• Interfor Corporation (IFP $12.43)
  • $12.43 Cap: $639M
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• Western Forest Products Inc. (WEF $13.25)
  • $13.25 Cap: $139M
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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 $105.93)
  • $105.93 P/E (TTM): 15.1X Cap: $6.52B
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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 $11.84)
  • $11.84 Cap: $709M
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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 $9.72)
  • $9.72 P/E (TTM): 13.69X Cap: $2.98B
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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: $794M
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• iShares Core Canadian Short Term Bond Index ETF (XSB $26.94)
  • $26.94 Cap: $3.03B
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.09)
  • $28.09 Cap: $8.18B
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• Vanguard Canadian Short-Term Bond Index ETF (VSB $23.38)
  • $23.38 Cap: $1.08B
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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 $624.19)
  • $624.19 P/E (TTM): 59.33X Cap: $49.93B
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• Trupanion Inc. (TRUP $48.63)
  • $48.63 Cap: $2.08B
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• Chewy Inc. Class A (CHWY $34.74)
  • $34.74 P/E (TTM): 37.66X Cap: $14.42B
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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 $1,393.61)
  • $1,393.61 P/E (TTM): 57.84X Cap: $33.15B
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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 $25.22)
  • $25.22 P/E (TTM): 16.72X Cap: $3.17B
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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

• Consumer Staples Select Sector SPDR (XLP $81.62)
  • $81.62 P/E (TTM): 35.56X Cap: $16.14B
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• Consumer Discretionary Select Sector SPDR (XLY $223.46)
  • $223.46 P/E (TTM): 56.81X Cap: $22.46B
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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

• SPDR S&P 500 ETF Trust (SPY $632.78)
  • $632.78 P/E (TTM): 57.48X Cap: $658.99B
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• INVESCO QQQ Trust (QQQ $567.32)
  • $567.32 P/E (TTM): 59.46X Cap: $362.51B
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• iShares Russell 2000 ETF (IWM $220.56)
  • $220.56 P/E (TTM): 32.1X Cap: $60.91B
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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

• Paysafe Limited (PSFE $11.84)
  • $11.84 Cap: $709M
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Q: What are the pros and cons of this company?
Is it a buy?

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Read Answer Asked by patricia on April 27, 2021

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
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Q: Could you please provide guidance with regards to this stock going forward. They are purchasing back stock in a auction?

Thanks

Dave.

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Read Answer Asked by David on April 27, 2021

• Mind Medicine Inc (Sub Voting) (MMEDF)
  • P/E (TTM): -36.9X Cap: $1.52B
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Q: With Mindmeds move from OTC in the USA to the Nasdaq does this change your feelings on this new potential bio space? Once listed on Nasdaq in your opinion does this give more validation to the company? Lastly would the shares on the NEO mirror the Nasdaq listing as it starts to trade?

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Read Answer Asked by Kolbi on April 27, 2021

• WELL Health Technologies Corp. (WELL $4.75)
  • $4.75 Cap: $1.18B
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• Boyd Group Services Inc. (BYD $192.78)
  • $192.78 P/E (TTM): 223.74X Cap: $4.13B
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Q: Good morning,
With the recent pullback in WELL, do you believe now is a good time to take a position? Alternatively, I have been considering BYD. Of the two, which would you recommend today?
Thank You

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Read Answer Asked by Kevin on April 27, 2021