Investment Q&A

• Meta Platforms Inc. (META $738.45)
  • $738.45 P/E (TTM): 26.61X Cap: $1.84T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $260.70)
  • $260.70 P/E (TTM): 26.92X Cap: $3.06T
  • View GOOG Profile
  • View Questions on GOOG
• The Walt Disney Company (DIS $111.82)
  • $111.82 P/E (TTM): 17.7X Cap: $203.22B
  • View DIS Profile
  • View Questions on DIS
• T-Mobile US Inc. (TMUS $217.19)
  • $217.19 P/E (TTM): 21.47X Cap: $247.58B
  • View TMUS Profile
  • View Questions on TMUS

Q: What names in US$ are you recommending in the communications sector. Thanks.

Upvote 0

Read Answer Asked by Gerry on February 14, 2023

• Toronto-Dominion Bank (The) (TD $113.58)
  • $113.58 P/E (TTM): 9.55X Cap: $193.15B
  • View TD Profile
  • View Questions on TD

Q: Which of these banks would you suggest and briefly why for an RRSP with a 10 year hold or is there another one you prefer

Upvote 0

Read Answer Asked by Del on February 14, 2023

• Gold Resource Corporation (GORO $0.79)
  • $0.79 Cap: $109M
  • View GORO Profile
  • View Questions on GORO

Q: What are your thoughts on GORO in light of today’s weakness? Do you see it recovering given enough time? How would you rate it as a silver play? Thanks.

Upvote 1

Read Answer Asked by Brian on February 14, 2023

• Sangoma Technologies Corporation (STC $7.34)
  • $7.34 Cap: $244M
  • View STC Profile
  • View Questions on STC
• Kinaxis Inc. (KXS $178.21)
  • $178.21 P/E (TTM): 148.15X Cap: $4.97B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• TECSYS Inc. (TCS $35.03)
  • $35.03 P/E (TTM): 190.72X Cap: $515M
  • View TCS Profile
  • View Questions on TCS
  • View Reports on TCS
• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS
• Dye & Durham Limited (DND $4.60)
  • $4.60 Cap: $290M
  • View DND Profile
  • View Questions on DND
  • View Reports on DND
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
  • View Questions on NVEI
• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.10)
  • $6.10 Cap: $1.68B
  • View TIXT Profile
  • View Questions on TIXT
  • View Reports on TIXT

Q: Please rank the above technical sectorequities that are in your Growth Portfolio for best expected performance for the next five years. Please provide comments on the top three to support your ranking.

Upvote 1

Read Answer Asked by David on February 14, 2023

• Nano One Materials Corp. (NANO $1.62)
  • $1.62 Cap: $175M
  • View NANO Profile
  • View Questions on NANO

Q: Nano just received a grant from Sustainable Development Canada. How long will this finance Nano operations for? Is this a credible endorsement of Nano from Development Canada or simply spending their allotted budget?

Upvote 0

Read Answer Asked by Alan on February 14, 2023

• Meta Platforms Inc. (META $738.45)
  • $738.45 P/E (TTM): 26.61X Cap: $1.84T
  • View META Profile
  • View Questions on META
• BRP Inc. Subordinate Voting Shares (DOO $94.27)
  • $94.27 Cap: $6.78B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Kinaxis Inc. (KXS $178.21)
  • $178.21 P/E (TTM): 148.15X Cap: $4.97B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Aritzia Inc. Subordinate Voting Shares (ATZ $95.13)
  • $95.13 P/E (TTM): 38.45X Cap: $10.93B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• ECN Capital Corp. (ECN $2.96)
  • $2.96 Cap: $833M
  • View ECN Profile
  • View Questions on ECN
• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
  • View Questions on NVEI

Q: Looking at adding to the 1% or less 'toe in the water' holdings that are part of larger diversified portfolio . Anything here that you wouldn't add to or would delay adding to ? Or, any that you would sell ?
ATZ, CTS, DOO, ECN, KXS, NVEI, META
Thank you , as always.

Upvote 0

Read Answer Asked by Alexandra on February 14, 2023

• MSCI Inc. (MSCI $543.98)
  • $543.98 P/E (TTM): 35.63X Cap: $41.68B
  • View MSCI Profile
  • View Questions on MSCI

Q: What is your analysis on MSCI

Upvote 1

Read Answer Asked by Nick on February 14, 2023

• Brookfield Asset Management Inc Class A Limited (BAM $54.50)
  • $54.50 P/E (TTM): 36.65X Cap: $88.03B
  • View BAM Profile
  • View Questions on BAM
• Brookfield Corporation Class A Limited (BN $46.26)
  • $46.26 P/E (TTM): 104.56X Cap: $101.97B
  • View BN Profile
  • View Questions on BN

Q: It seems that the BAM stock had a split on Dec 12 2022.

4 old BAM shares gave rise 1 BN share & 4 new BAM shares.

On Dec 9 ( a Friday), the Value of old BAM was us$43.15

On Dec 12 (the next Monday), BN was valued at US$33.64 and new BAM was valued at US$32.40.

So the 4 shares valued at us$172.60 before the split were worth US$163.24 after the split.

FYI, I am using avg prices as reported on Google Finance. It seems like a 5% drop on Day 1.

Questions:

1. Is my calculation correct?
2. are the prices of BAM and BN on Dec 12 2022 dependent on the Dec price on Dec 9 2022 or determined well in advance?

Thanks

Upvote 0

Read Answer Asked by V on February 14, 2023

• VICI Properties Inc. (VICI $31.32)
  • $31.32 P/E (TTM): 11.98X Cap: $33.50B
  • View VICI Profile
  • View Questions on VICI
• The Vivaldi Opportunities Fund (VAM $11.04)
  • View VAM Profile
  • View Questions on VAM
• Brookfield Corporation Class A Limited Voting Shares (BN $64.75)
  • $64.75 P/E (TTM): 104.56X Cap: $142.66B
  • View BN Profile
  • View Questions on BN

Q: I want to invest US$5000 in either BN, BAM or VICI for some growth and decent dividend. Growth is more important. Which would you prefer today with a 2 year outlook

Upvote 0

Read Answer Asked by V on February 14, 2023

• Chevron Corporation (CVX $155.81)
  • $155.81 P/E (TTM): 20.02X Cap: $317.69B
  • View CVX Profile
  • View Questions on CVX
• Devon Energy Corporation (DVN $33.00)
  • $33.00 P/E (TTM): 7.27X Cap: $21.22B
  • View DVN Profile
  • View Questions on DVN
• Hess Corporation (HES)
  • P/E (TTM): 20.66X Cap: $46.07B
  • View HES Profile
  • View Questions on HES
• Exxon Mobil Corporation (XOM $115.46)
  • $115.46 P/E (TTM): 16.29X Cap: $494.45B
  • View XOM Profile
  • View Questions on XOM
• The Energy Select Sector SPDR Fund (XLE $88.18)
  • $88.18 P/E (TTM): 15.97X Cap: $26.13B
  • View XLE Profile
  • View Questions on XLE

Q: I am thinking of starting a position in an energy company. names that have my attention are Devon with its high dividend. Exxon I mentioned on CNBC a lot. An ETF ? Can you make some suggestions. I am Canadian and realize US dividends are taxed at 15 %.

Upvote 0

Read Answer Asked by Daniel on February 14, 2023

• TD Q U.S. Small-Mid-Cap Equity ETF (TQSM $25.94)
  • $25.94 P/E (TTM): 9.78X Cap: $568M
  • View TQSM Profile
  • View Questions on TQSM

Q: I am trying to insure broad diversity across our investments and we seem to be missing the small to medium cap categories. Would you consider this to be a good way to cover this area?

Upvote 0

Read Answer Asked by Tom on February 14, 2023

• Parkland Corporation (PKI $40.65)
  • $40.65 P/E (TTM): 23.69X Cap: $7.08B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI

Q: I hold PKI with a 30% loss in my TFSA. Should I hold or sell to invest in something more promising (it would have no significant influence on overall diversification)?

Upvote 0

Read Answer Asked by jacques on February 14, 2023

• iShares 20+ Year Treasury Bond ETF (TLT $91.48)
  • $91.48 Cap: $49.88B
  • View TLT Profile
  • View Questions on TLT
• BMO Long-Term US Treasury Bond Index (Hedged Units) (ZTL.F)
  • View ZTL.F Profile
  • View Questions on ZTL.F

Q: what % weighting would you feel appropriate for TLT in my balanced Portfolio. If rates start to fall hard in the next 2 years and TLT starts going up. What will happen to the dollar.
Will the U.S. dollar rise in comparison to the CDN dollar or Fall ?
I'm wondering if i should buy the hedged ETF ZTL.F instead of TLT
Thanks Gord

Upvote 0

Read Answer Asked by Gordon on February 14, 2023

• CI Energy Giants Covered Call ETF (NXF $5.41)
  • $5.41 P/E (TTM): 11.72X Cap: $112M
  • View NXF Profile
  • View Questions on NXF
• CI Energy Giants Covered Call ETF (NXF.B $7.36)
  • $7.36 P/E (TTM): 11.72X Cap: $26M
  • View NXF.B Profile
  • View Questions on NXF.B

Q: These two ETF's appear to have the same holdings, but NXF.B seems to have better results. Would you recommend one over the other for income purposes?

Upvote 0

Read Answer Asked by James on February 14, 2023

• Amgen Inc. (AMGN $291.70)
  • $291.70 P/E (TTM): 24.18X Cap: $157.68B
  • View AMGN Profile
  • View Questions on AMGN
• AbbVie Inc. (ABBV $227.75)
  • $227.75 P/E (TTM): 109.42X Cap: $403.21B
  • View ABBV Profile
  • View Questions on ABBV
• UnitedHealth Group Incorporated (DE) (UNH $363.52)
  • $363.52 P/E (TTM): 15.66X Cap: $326.45B
  • View UNH Profile
  • View Questions on UNH

Q: hello 5i:
In the health care sector, we own ABBV, MRK and WELL. I'm not impressed with the future growth profile for ABBV. Would a change to either AMGN or UNH make sense here? Why or why not?
thanks
Paul L

Upvote 0

Read Answer Asked by Paul on February 14, 2023

• Fortis Inc. (FTS $72.02)
  • $72.02 P/E (TTM): 21.43X Cap: $36.39B
  • View FTS Profile
  • View Questions on FTS
• Emera Incorporated (EMA $69.22)
  • $69.22 P/E (TTM): 23.46X Cap: $20.66B
  • View EMA Profile
  • View Questions on EMA
• Hydro One Limited (H $52.56)
  • $52.56 P/E (TTM): 25.52X Cap: $31.61B
  • View H Profile
  • View Questions on H

Q: Hi,

Which of the three do you feel have the best opportunity for growth?
Does Muskrat Falls play into this as it comes on stream?

Appreciate your thoughts on this.

Regards,
GM

Upvote 0

Read Answer Asked by Gary on February 14, 2023

• Digital Turbine Inc. (APPS $6.68)
  • $6.68 Cap: $693M
  • View APPS Profile
  • View Questions on APPS

Q: I have 100 shares at $61. Would you average down on Apps at current price? The low was $10.65, do you think it would go back down to that price or even lower? Your insight is appreciated.

Upvote 0

Read Answer Asked by Hue on February 14, 2023

• Verizon Communications Inc. (VZ $38.77)
  • $38.77 P/E (TTM): 9.28X Cap: $161.90B
  • View VZ Profile
  • View Questions on VZ
• BCE Inc. (BCE $33.34)
  • $33.34 P/E (TTM): 73.13X Cap: $31.13B
  • View BCE Profile
  • View Questions on BCE
• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $54.96)
  • $54.96 P/E (TTM): 18.33X Cap: $29.44B
  • View RCI.B Profile
  • View Questions on RCI.B
• TELUS Corporation (T $21.04)
  • $21.04 P/E (TTM): 33.22X Cap: $32.41B
  • View T Profile
  • View Questions on T
• T-Mobile US Inc. (TMUS $217.19)
  • $217.19 P/E (TTM): 21.47X Cap: $247.58B
  • View TMUS Profile
  • View Questions on TMUS

Q: I have BCE and T for Canada. VZ for USA. What additional telecom stock(s) would you recommend to round off this sector?
Thank you,
Roger

Upvote 0

Read Answer Asked by Roger on February 14, 2023

• Ares Capital Corporation (ARCC $20.08)
  • $20.08 P/E (TTM): 9.78X Cap: $14.06B
  • View ARCC Profile
  • View Questions on ARCC

Q: Hello,

I am interested in having a small position of ARCC in my RSP. I am not sure if this will be qualified and is covered under the tax treaty.

Wondering if you know if there would be a withholding tax within my RSP with this fund?

Thank you!

Upvote 0

Read Answer Asked by George on February 14, 2023

• Sangoma Technologies Corporation (STC $7.34)
  • $7.34 Cap: $244M
  • View STC Profile
  • View Questions on STC

Q: Today 3 analysts on STC($4.77-0.03) after yesterday's bad Q results. TD $14.50(previous $16.50 )Buy Cormark $17($20) Buy & CF US$12($15) Buy. Incredible .Please comment.Txs for U usual great services & views

Upvote 0

Read Answer Asked by Peter on February 14, 2023