Investment Q&A

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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• Teledyne Technologies Incorporated (TDY $517.75)
  • $517.75 P/E (TTM): 28.41X Cap: $24.30B
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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 $20.62)
  • $20.62 P/E (TTM): 32.14X Cap: $31.65B
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• WSP Global Inc. (WSP $272.23)
  • $272.23 P/E (TTM): 44.27X Cap: $35.53B
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• Algonquin Power & Utilities Corp. (AQN $7.81)
  • $7.81 Cap: $5.99B
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• Alimentation Couche-Tard Inc. (ATD $70.70)
  • $70.70 P/E (TTM): 18.41X Cap: $66.50B
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• Premium Brands Holdings Corporation (PBH $95.42)
  • $95.42 P/E (TTM): 45.58X Cap: $4.26B
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• Savaria Corporation (SIS $21.90)
  • $21.90 P/E (TTM): 28.34X Cap: $1.56B
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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 $0.16)
  • $0.16 Cap: $50M
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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 $85.68)
  • $85.68 P/E (TTM): 39.1X Cap: $7.94B
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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 $70.66)
  • $70.66 P/E (TTM): 20.59X Cap: $35.58B
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• Winpak Ltd. (WPK $42.34)
  • $42.34 P/E (TTM): 14.1X Cap: $2.63B
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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 $19.59)
  • $19.59 P/E (TTM): 6.36X Cap: $889M
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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 $45.26)
  • $45.26 P/E (TTM): 17.31X Cap: $404M
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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 $76.75)
  • $76.75 P/E (TTM): 30.15X Cap: $3.94B
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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 $51.83)
  • $51.83 P/E (TTM): 4.95X Cap: $3.46B
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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 $22.74)
  • $22.74 P/E (TTM): 17.01X Cap: $3.71B
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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 $59.80)
  • $59.80 P/E (TTM): 13.36X Cap: $530M
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• Vanguard Value ETF (VTV $185.60)
  • $185.60 P/E (TTM): 18.53X Cap: $136.71B
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• Vanguard Mega Cap Value ETF (MGV $137.24)
  • $137.24 P/E (TTM): 18.86X Cap: $8.72B
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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

• Booking Holdings Inc. (BKNG $5,080.21)
  • $5,080.21 P/E (TTM): 35.39X Cap: $163.75B
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• Hess Corporation (HES)
  • P/E (TTM): 20.66X Cap: $46.07B
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• MAG Silver Corp. (MAG $34.38)
  • $34.38 P/E (TTM): 25.47X Cap: $3.56B
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• Roku Inc. (ROKU $100.03)
  • $100.03 Cap: $14.73B
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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• WELL Health Technologies Corp. (WELL $5.21)
  • $5.21 Cap: $1.32B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
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• CrowdStrike Holdings Inc. (CRWD $538.68)
  • $538.68 Cap: $135.18B
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• Celsius Holdings Inc. (CELH $60.13)
  • $60.13 P/E (TTM): 162.89X Cap: $15.51B
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Q: Happy New year 🥳.
Could you name 3 to 5 Canadian and US high growth momentum stocks that you feel would likely do well in 2021 irrespective of size, industry etc. Also, could you include in that list one of your favourite high growth silver producer?
Thank you

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Read Answer Asked by ilie on January 06, 2021

• TELUS Corporation (T $20.62)
  • $20.62 P/E (TTM): 32.14X Cap: $31.65B
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• Yellow Pages Limited (Y $11.11)
  • $11.11 P/E (TTM): 7.17X Cap: $152M
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Q: Hello, Happy 2021 To All! Given a choice between these two or BCE, which is preferred, for growth / dividend growth? Others you would prefer? Thanks

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Read Answer Asked by Lavern on January 06, 2021

• Real Matters Inc. (REAL $7.27)
  • $7.27 Cap: $539M
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Q: They seem to have settled down. What are the expectations for this quarter? I have a small position and am wandering if I should add to it. Or wait till the end of this quarter.
Thanks John

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Read Answer Asked by John on January 06, 2021