Investment Q&A

• iShares U.S. Infrastructure ETF (IFRA $50.42)
  • $50.42 P/E (TTM): 29.59X Cap: $2.86B
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Q: What are your thoughts on Real Asset funds? TD is pushing Greystone. If such funds are okay, would you recommend one? Thanks again.

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Read Answer Asked by Danny-boy on January 17, 2022

• PROSHARES TRUST (EQRR $60.39)
  • $60.39 P/E (TTM): 34.99X Cap: $10M
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Q: Following up to your answer to Michael this morning, EQRR appears to have a total asset value of only about US$11 million. Is that a concern?
Thank you.

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Read Answer Asked by D on January 17, 2022

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $44.52)
  • $44.52 P/E (TTM): 79.95X Cap: $22.17B
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• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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• West Fraser Timber Co. Ltd. (WFG $98.95)
  • $98.95 Cap: $7.83B
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Q: Hi - can you please provide your reasons as to whether you would be a buyers of these three stocks at current prices...or a hold...or sell. For a growth investor (otherwise please ignore other factors such as investor objectives/diversification etc.)

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Read Answer Asked by Doug on January 17, 2022

• Real Matters Inc. (REAL $5.57)
  • $5.57 P/E (TTM): 197.85X Cap: $409M
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Q: Real reports Jan 28th would you consider buying a few shares?

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Read Answer Asked by Gilles on January 17, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.23)
  • $17.23 Cap: $2.36B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Hi,
I’m wondering if you prefer either one in terms of growth. With both having taken losses would now be a good time to buy? I’m considering holdings in each.
Thank you

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Read Answer Asked by David on January 17, 2022

• Costco Wholesale Corporation (COST $968.56)
  • $968.56 P/E (TTM): 55.12X Cap: $429.53B
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• Walmart Inc. (WMT $103.36)
  • $103.36 P/E (TTM): 42.44X Cap: $824.85B
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• Loblaw Companies Limited (L $227.63)
  • $227.63 P/E (TTM): 28.04X Cap: $68.68B
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• Premium Brands Holdings Corporation (PBH $91.86)
  • $91.86 P/E (TTM): 33.0X Cap: $4.12B
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Q: What are currently your two favourite consumer staple companies (either US or Can)?

Thx as always for terrific service

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Read Answer Asked by Brian on January 17, 2022

• TC Energy Corporation (TRP $68.42)
  • $68.42 P/E (TTM): 16.52X Cap: $71.11B
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Q: Goldman Sachs just downgraded TRP to sell. What's your view? Has it gotten too expensive? How would you rate it compared to ENB? I currently own both. Should I perhaps shift my TRP money to ENB?

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Read Answer Asked by John on January 17, 2022

• Amazon.com Inc. (AMZN $222.31)
  • $222.31 P/E (TTM): 34.81X Cap: $2.37T
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Q: Shares of AMZN and some other high priced shares are available at very much lower denomination on the TSX. Do these have a significant hidden cost that would give the clear preference to buying AMZN on the US exchange? Thank you for your answer. Cheers

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Read Answer Asked by Hans on January 17, 2022

• Roku Inc. (ROKU $84.93)
  • $84.93 Cap: $12.51B
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Q: Can you please explain your enthusiasm for ROKU? Every time I think of following your advice and buying I can’t help wondering how long it will be before Google and Amazon and the TV manufacturers squeeze ROKU out. I see it similarly to my reluctance to buy into Bombardier when hey were trying to manufacture jets…it seemed like only a matter of time before “the big boys” (Boeing and Airbus) squeezed them out of the business. And they did.

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Read Answer Asked by Alan on January 17, 2022

• Horizon Therapeutics Public Limited Company (HZNP)
  • P/E (TTM): 41.71X Cap: $26.63B
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Q: Hznp multiples seem reasonable. Is the big share price due to concerns over a big facilities expansion in a new geography (capex)? What's you take please?

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Read Answer Asked by Ken on January 17, 2022

• Citigroup Inc. (C $92.23)
  • $92.23 P/E (TTM): 14.48X Cap: $172.26B
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Q: Given the disappointing earnings and the subsequent drop in share price would C currently provide a opportunistic entry point for total return?
With appreciation.
Ed

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Read Answer Asked by Ed on January 17, 2022

• GLOBAL X FDS (FINX $33.34)
  • $33.34 P/E (TTM): 50.52X Cap: $301M
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• ARK Fintech Innovation ETF (ARKF $53.87)
  • $53.87 P/E (TTM): 113.19X Cap: $1.27B
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Q: I have full positions in banks: Scotia, TD, and a US bank, European bank and South American bank. They all pay generous dividends, and are doing well.
I worry about fintechs ultimately eroding their strengths. Can you recommend an ETF focussed on fintechs?

John

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Read Answer Asked by John on January 17, 2022

• ATS Corporation (ATS $42.68)
  • $42.68 Cap: $4.16B
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• Magna International Inc. (MG $57.67)
  • $57.67 P/E (TTM): 10.41X Cap: $16.48B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $72.91)
  • $72.91 P/E (TTM): 36.99X Cap: $8.47B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.54)
  • $15.54 P/E (TTM): 21.3X Cap: $1.50B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• MEDIFAST INC (MED $12.96)
  • $12.96 Cap: $142M
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• Ultra Clean Holdings Inc. (UCTT $21.63)
  • $21.63 Cap: $980M
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• Reliance Inc. (RS $285.98)
  • $285.98 P/E (TTM): 20.23X Cap: $15.04B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.23)
  • $17.23 Cap: $2.36B
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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: I would appreciate your opinion on your best picks US and Canada as a COVID recovery play for midium term in today's market. Thank you for your great service!

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Read Answer Asked by David on January 17, 2022

• PROSHARES TRUST (EQRR $60.39)
  • $60.39 P/E (TTM): 34.99X Cap: $10M
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Q: Stan Wong recommended EQRR as a good holding during rising interest rates. What is your opinion of this etf?

Thanks very much,

Mike

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Read Answer Asked by Michael on January 17, 2022

• Miscellaneous (MISC)
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Q: Are ADRs on the on the US stock market taxed differently than US stocks, that is, is there NO 15% withholding tax applied to the dividends. Thanks … Cal

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Read Answer Asked by cal on January 17, 2022

• Suncor Energy Inc. (SU $53.91)
  • $53.91 P/E (TTM): 10.88X Cap: $66.17B
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• CAE Inc. (CAE $39.78)
  • $39.78 P/E (TTM): 31.04X Cap: $12.74B
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• Enghouse Systems Limited (ENGH $22.71)
  • $22.71 P/E (TTM): 16.02X Cap: $1.25B
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• Kinaxis Inc. (KXS $194.10)
  • $194.10 P/E (TTM): 437.0X Cap: $5.80B
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• Magna International Inc. (MG $57.67)
  • $57.67 P/E (TTM): 10.41X Cap: $16.48B
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• goeasy Ltd. (GSY $186.00)
  • $186.00 P/E (TTM): 12.26X Cap: $3.06B
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• Leon's Furniture Limited (LNF $28.16)
  • $28.16 P/E (TTM): 11.94X Cap: $1.92B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.23)
  • $17.23 Cap: $2.36B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Quipt Home Medical Corp. (QIPT $3.10)
  • $3.10 Cap: $135M
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Q: Hello Peter and Team

I have above stocks in my TFSA account. I am down CAE 10%, NVEI 47%, ENGH 17%, KXS 24%, LSPD 12%, QIPT 18%.

Normally I will consider all of them as good growth stocks but with the rotation now hapening in the market, I am wondering if I should keep them for the next 12 months or I should switch to more value stocks.

I value you opinion

Raouf

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Read Answer Asked by Raoul on January 17, 2022

• VIQ Solutions Inc. (VQS $0.22)
  • $0.22 Cap: $11M
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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• CTS Corporation (CTS $38.41)
  • $38.41 P/E (TTM): 18.48X Cap: $1.13B
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• Atlantic Power Corporation (Canada) (AT $3.02)
  • $3.02 P/E (TTM): 5.29X Cap: $271M
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• Stewart Information Services Corporation (STC $67.90)
  • $67.90 P/E (TTM): 25.8X Cap: $1.83B
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Q: The other day you listed CTS, AT, XBC, STC, AURG, VQS as growth stocks to look at. From the above list which two intrest you the most?

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Read Answer Asked by Brian on January 17, 2022

• Bank of Montreal (BMO $154.72)
  • $154.72 P/E (TTM): 13.67X Cap: $111.71B
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• Sun Life Financial Inc. (SLF $84.91)
  • $84.91 P/E (TTM): 15.3X Cap: $48.26B
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Q: Which would you suggest for a financial growth play in a 3-5 year hold? BMO or SLF?? Thanks

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Read Answer Asked by Dennis on January 17, 2022

• WELL Health Technologies Corp. (WELL $4.75)
  • $4.75 Cap: $1.18B
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• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $53.19)
  • $53.19 P/E (TTM): 30.96X Cap: $2.07B
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Q: Whats your outlook for both of these companies.

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Read Answer Asked by Todd on January 17, 2022

• Goodfood Market Corp. (FOOD $0.17)
  • $0.17 Cap: $16M
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• Novavax Inc. (NVAX $7.58)
  • $7.58 P/E (TTM): 2.45X Cap: $1.06B
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• Galaxy Digital Inc. Class A common stock (GLXY $37.54)
  • $37.54 Cap: $13.01B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.23)
  • $17.23 Cap: $2.36B
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Q: Would you suggest averaging NVAX at todays price?
I have TFSA room of $6000, and have some FOOD. Should I average down FOOD($13.2) or buy position in AT vs LSPD vs GLXY for exposure in crypto world?
Thank you

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Read Answer Asked by Rahul on January 17, 2022