Investment Q&A

• Amazon.com Inc. (AMZN $210.11)
  • $210.11 P/E (TTM): 29.3X Cap: $2.25T
  • View AMZN Profile
  • View Questions on AMZN
• Costco Wholesale Corporation (COST $985.27)
  • $985.27 P/E (TTM): 68.47X Cap: $437.33B
  • View COST Profile
  • View Questions on COST
• Microsoft Corporation (MSFT $397.23)
  • $397.23 P/E (TTM): 24.84X Cap: $2.94T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $189.82)
  • $189.82 P/E (TTM): 47.1X Cap: $4.61T
  • View NVDA Profile
  • View Questions on NVDA
• PayPal Holdings Inc. (PYPL $41.65)
  • $41.65 P/E (TTM): 7.7X Cap: $38.34B
  • View PYPL Profile
  • View Questions on PYPL
• Sun Life Financial Inc. (SLF $90.84)
  • $90.84 P/E (TTM): 22.71X Cap: $50.31B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Constellation Software Inc. (CSU $2,486.52)
  • $2,486.52 P/E (TTM): 58.29X Cap: $52.69B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• WSP Global Inc. (WSP $229.50)
  • $229.50 P/E (TTM): 34.33X Cap: $29.97B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Algonquin Power & Utilities Corp. (AQN $9.15)
  • $9.15 Cap: $7.02B
  • View AQN Profile
  • View Questions on AQN
• Descartes Systems Group Inc. (The) (DSG $91.78)
  • $91.78 P/E (TTM): 40.0X Cap: $7.89B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• TFI International Inc. (TFII $163.24)
  • $163.24 P/E (TTM): 31.31X Cap: $13.41B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Magna International Inc. (MG $88.86)
  • $88.86 P/E (TTM): 17.88X Cap: $25.04B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Thomson Reuters Corporation (TRI $113.99)
  • $113.99 P/E (TTM): 21.58X Cap: $50.70B
  • View TRI Profile
  • View Questions on TRI
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.89)
  • $172.89 P/E (TTM): 136.93X Cap: $225.46B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• goeasy Ltd. (GSY $117.50)
  • $117.50 P/E (TTM): 8.55X Cap: $1.88B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Aritzia Inc. Subordinate Voting Shares (ATZ $127.25)
  • $127.25 Cap: $14.68B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.81)
  • $12.81 Cap: $1.75B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• CrowdStrike Holdings Inc. (CRWD $388.60)
  • $388.60 Cap: $97.96B
  • View CRWD Profile
  • View Questions on CRWD
• Jacobs Solutions Inc. (J $137.93)
  • $137.93 P/E (TTM): 57.95X Cap: $16.21B
  • View J Profile
  • View Questions on J

Q: Hi Guys,
I am trying to reduce the number of stocks inside my portfolio. Your thoughts on a full position (5%) for the above stocks for a 5 year hold, within a balance/growth portfolio? Any revisions would be appreciated.

thanks

Jim

Upvote 0

Read Answer Asked by jim on June 07, 2021

• WELL Health Technologies Corp. (WELL $3.98)
  • $3.98 Cap: $1.01B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: Please provide thoughts and commentary on today's acquisition announcement.

Thanks

Upvote 0

Read Answer Asked by Greg on June 07, 2021

Q: What does NR means under Rating Column in your model portfolios?

Upvote 0

Read Answer Asked by Piyush on June 07, 2021

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • View BPY.UN Profile
  • View Questions on BPY.UN

Q: My year end review shows my broker applying a U.S. withholding tax on my BPY.UN (tsx listed) dividends. Should I contest this?

Thank-you.

Upvote 0

Read Answer Asked by Alex on June 07, 2021

Q: Could you provide your top picks today for a long-term hold? Thanks very much!

Upvote 0

Read Answer Asked by Chris on June 07, 2021

• Textainer Group Holdings Limited (TGH)
  • P/E (TTM): 6.85X
  • View TGH Profile
  • View Questions on TGH

Q: any idea why this is down for the last few days

Upvote 0

Read Answer Asked by hal on June 07, 2021

• Lion Electric Company (The) (LEV $0.35)
  • View LEV Profile
  • View Questions on LEV

Q: For a Canadian electric vehicle play how does this company look with it's electric busses? Would these be in a direct competition with New Flyer?
Thanks

Upvote 0

Read Answer Asked by Kolbi on June 07, 2021

• Pembina Pipeline Corporation (PPL $59.72)
  • $59.72 P/E (TTM): 20.91X Cap: $34.70B
  • View PPL Profile
  • View Questions on PPL

Q: Lots of questions on this topic! Senior, primarily dividend oriented but like some upside catalysts... Would it be an entry point for ppl given all the noise or wait till dust settles. I hold enb and divested most of my IPL as a precaution but looking to enter PPL or would it be wiser to wait and see where the dust settles. If PPL is not successful in the acquisition might they see a significant pull back ?
BTW not a BAM fan don't trust they would be good for IPL
Appreciate your commentaries

Upvote 0

Read Answer Asked by Ken on June 07, 2021

• Nelnet Inc. (NNI $130.42)
  • $130.42 P/E (TTM): 10.95X Cap: $4.68B
  • View NNI Profile
  • View Questions on NNI

Q: i hold a small position in Nelnet. Does it appear to be a reasonable hold for a few years?

Upvote 0

Read Answer Asked by Tom on June 07, 2021

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Peter Foster penned an article in the National post on Saturday about Mark Carney and the impending green movement and great reset. Based on Mr. Carney’s seeming ties to the libs and global heft, do you see the is as a threat to markets in Canada and globally?

Upvote 0

Read Answer Asked by Kelly on June 07, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.81)
  • $12.81 Cap: $1.75B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: What are your thoughts on LSPD ? I'm up 93% on this stock. It doesn't seem to be making any money yet. With the economy starting to open up again it should get stronger. Should I hold or take my profit ? It is only a small percentage of my portfolio.

Upvote 0

Read Answer Asked by Frank on June 07, 2021

• Information Services Corporation Class A Limited Voting Shares (ISV)
  • P/E (TTM): 23.54X Cap: $482M
  • View ISV Profile
  • View Questions on ISV

Q: Why is ISV climbing? I purchased for income but obviously happy to see such growth!

Upvote 0

Read Answer Asked by Margot on June 07, 2021

• Schwab U.S. Tips ETF (SCHP $26.81)
  • $26.81 Cap: $15.43B
  • View SCHP Profile
  • View Questions on SCHP

Q: please tell me where I am going wrong :

SCHP:US has an indicated dividend of $0.2664 paid monthly.
$0.2664 x 12 = $ 3.1968 annual dividend.
3.1968 / 62.00 (June 03 closing price) = 0.05156 x 100 = 5.156 % yield.

Both TMX and your data provider show a yield of ~ 2.98%

thanks for clarifying.
Terrance

Upvote 0

Read Answer Asked by Terrance on June 07, 2021

• Thinkific Labs Inc. Common Shares (THNC $1.96)
  • $1.96 P/E (TTM): 240.61X Cap: $133M
  • View THNC Profile
  • View Questions on THNC

Q: In your opinion what would both a good and great price be to enter in to THNK? Thanks.

Upvote 0

Read Answer Asked by Jeff on June 07, 2021

• CrowdStrike Holdings Inc. (CRWD $388.60)
  • $388.60 Cap: $97.96B
  • View CRWD Profile
  • View Questions on CRWD

Q: Hello, taking into consideration the current tailwinds in cyber security and the good financial results reported by CrowdStrike, I do not understand why its shares are down by almost 4.5% (Friday). Is there a specific reason that could explain this? Thank you

Upvote 0

Read Answer Asked by Gervais on June 07, 2021

• TFI International Inc. (TFII $163.24)
  • $163.24 P/E (TTM): 31.31X Cap: $13.41B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: Team, please pick 3 industrial stocks for a 2 year hold?

Upvote 0

Read Answer Asked by Ian on June 07, 2021

• Cisco Systems Inc. (CSCO $79.20)
  • $79.20 P/E (TTM): 28.49X Cap: $312.83B
  • View CSCO Profile
  • View Questions on CSCO
• Accenture plc Class A (Ireland) (ACN $215.35)
  • $215.35 P/E (TTM): 17.8X Cap: $142.22B
  • View ACN Profile
  • View Questions on ACN
• BlackBerry Limited (BB $4.71)
  • $4.71 Cap: $2.77B
  • View BB Profile
  • View Questions on BB
• Amplify Cybersecurity ETF (HACK $74.17)
  • $74.17 P/E (TTM): 36.01X Cap: $1.88B
  • View HACK Profile
  • View Questions on HACK
• First Trust NASDAQ CEA Cybersecurity ETF (CIBR $63.90)
  • $63.90 P/E (TTM): 33.62X Cap: $9.71B
  • View CIBR Profile
  • View Questions on CIBR
• CrowdStrike Holdings Inc. (CRWD $388.60)
  • $388.60 Cap: $97.96B
  • View CRWD Profile
  • View Questions on CRWD
• Gen Digital Inc Com (NLOK)
  • P/E (TTM): 15.5X Cap: $14.41B
  • View NLOK Profile
  • View Questions on NLOK
• Proofpoint Inc. (PFPT $175.90)
  • View PFPT Profile
  • View Questions on PFPT

Q: is there on ETF you recommend that invests primarily in the cybersecurity industry? if so name the companies and their percentage representation in the portfolio thanks Richard

Upvote 0

Read Answer Asked by richard on June 07, 2021

• Sangoma Technologies Corporation (STC $6.18)
  • $6.18 Cap: $205M
  • View STC Profile
  • View Questions on STC

Q: Any reason for the welcomed huge(8.84%) rise to $3.20(H $3.31) on Jun 4 on great volume of 1.2m(373k average).Please comment.Txs for u usual great services & views

Upvote 0

Read Answer Asked by Peter on June 07, 2021

• NVIDIA Corporation (NVDA $189.82)
  • $189.82 P/E (TTM): 47.1X Cap: $4.61T
  • View NVDA Profile
  • View Questions on NVDA
• CrowdStrike Holdings Inc. (CRWD $388.60)
  • $388.60 Cap: $97.96B
  • View CRWD Profile
  • View Questions on CRWD

Q: If weightings are currently equal would you add more CRWD or NVDA at this time ?
Opinion of earnings from both ? Thank you.

Upvote 0

Read Answer Asked by Paul on June 07, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.81)
  • $12.81 Cap: $1.75B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: Could you speak about more about your decision to trim 1% of LSPD, and how investors should think about this in general? My understanding from the majority of your responses to questions related to reducing a position size, is that you like to "let your winners run to a point". Are you always trying to determine if it is becoming overvalued when deciding when to trim? Would this mean that if you have a winner in your portfolio, as long as earnings are growing in proportion to share price you would tend to let it ride? Any information to help me understand your general strategy and how to think about applying it would be greatly appreciated. Please remove credits are you deem appropriate. Thanks!

Upvote 0

Read Answer Asked by Marc on June 07, 2021