Investment Q&A

• BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ $30.31)
  • $30.31 P/E (TTM): 5.09X Cap: $352M
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• iShares MSCI Europe IMI Index ETF (CAD-Hedged) (XEH $36.82)
  • $36.82 P/E (TTM): 10.08X Cap: $269M
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• Vanguard FTSE Developed Europe All Cap Index ETF (VE $43.75)
  • $43.75 P/E (TTM): 8.4X Cap: $476M
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Q: Hi which of these 3 ETF'S would you recommend for exposure to European markets ZEQ,VE,XEH, could you list them in your preference.
Thank you for your service
James

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Read Answer Asked by James on March 16, 2021

• Optiva Inc. (OPT $0.22)
  • $0.22 Cap: $1M
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Q: What are your thoughts on this company? I have a small position in this company that I want to either double up or sell.

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Read Answer Asked by Brendon on March 16, 2021

• International Wastewater Solutions (IWS)
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• iShares S&P Mid-Cap 400 Value ETF (IJJ $127.23)
  • $127.23 P/E (TTM): 16.8X Cap: $7.96B
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Q: Hi Peter & Team
which of these two mid cap value ETF would you choose and why?
IJJ & IWS
I can see IJJ has out-performed a bit more over the last year.
I am looking for a five year hold in my TFSA.
This would be around 20% of my holdings with 80% in growth (ARKK, ARKF and Cdn growth stocks.
Thanks, Ron

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Read Answer Asked by Ron on March 16, 2021

• Ford Motor Company (F $13.06)
  • $13.06 P/E (TTM): 16.83X Cap: $52.75B
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• General Motors Company (GM $68.67)
  • $68.67 P/E (TTM): 10.72X Cap: $65.81B
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• Linamar Corporation (LNR $75.07)
  • $75.07 P/E (TTM): 21.47X Cap: $4.54B
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• Volkswagen AG (Germany Fed. Rep.) ADR (Sponsored) (VLKAY $32.01)
  • $32.01 P/E (TTM): 0.28X Cap: $94.45B
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• Magna International Inc. (MGA $44.65)
  • $44.65 P/E (TTM): 10.62X Cap: $12.83B
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• Toyota Motor Corporation (TM $207.21)
  • $207.21 P/E (TTM): 8.93X Cap: $270.38B
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Q: Am looking to purchase TM or a suitable auto/auto parts company for 5 year hold, in RSP. Suggestions, rankings, please. Thanks!

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Read Answer Asked by Pradeep on March 16, 2021

• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $64.27)
  • $64.27 P/E (TTM): 24.59X Cap: $72M
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• BMO Global Consumer Discretionary Hedged to CAD Index ETF (DISC $46.29)
  • $46.29 P/E (TTM): 26.56X Cap: $24M
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• ESS U.S.Global Jets ETF (JETS $24.24)
  • $24.24 P/E (TTM): 11.78X Cap: $827M
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• Invesco Leisure and Entertainment ETF (PEJ $57.98)
  • $57.98 P/E (TTM): 21.44X Cap: $339M
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Q: Hello
Can you give me two reliable ETF in CAD and two ETF in USD in regards to travel and leisure that will benefit with the re-opening economy.
Thank you

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Read Answer Asked by Kristelle on March 16, 2021

• iShares S&P/TSX Global Base Metals Index ETF (XBM $26.29)
  • $26.29 P/E (TTM): 0.49X Cap: $300M
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Q: Hi Guys,
I bought COPX as a way to invest indirectly in the change over to EV's given that an EV uses double the amount of copper in each vehicle and would hold for a number of years. I still think its a good choice, however I'm now thinking perhaps I should have spread the risk with a broader based commodity ETF, can you suggest a broader based commodity ETF in Canada & the USA that you would consider building a position in over time.
Best regards,
Tom

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Read Answer Asked by Thomas on March 16, 2021

• Brookfield Global Infrastructure Securities Income Fund (BGI.UN $6.57)
  • $6.57 P/E (TTM): 18.29X Cap: $116M
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Q: What do you think of this fund? How does it generate its income for shareholders?

I notice it is a close end fund, can you educate us on the pros and cons of close and open ended?

Thank you

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Read Answer Asked by Mark on March 16, 2021

• Neptune Wellness Solutions Inc. (NEPT $1.97)
  • $1.97 Cap: $8M
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Q: What is your opinion about this Co?
Thanks for your help.

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Read Answer Asked by Tino on March 16, 2021

• Expedia Group Inc. (EXPE $220.47)
  • $220.47 P/E (TTM): 26.89X Cap: $27.18B
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• Booking Holdings Inc. (BKNG $5,080.21)
  • $5,080.21 P/E (TTM): 35.7X Cap: $163.61B
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• Air Canada Voting and Variable Voting Shares (AC $18.24)
  • $18.24 P/E (TTM): 4.92X Cap: $5.36B
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• Airbnb Inc. (ABNB $126.34)
  • $126.34 P/E (TTM): 31.15X Cap: $78.51B
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Q: Looking for a travel play, it would be my only one. Of the above which would you recommend?

Cam

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Read Answer Asked by Cameron on March 16, 2021

• PIMCO Monthly Income Fund (Canada) Series F (PMO205 $12.73)
  • $12.73 P/E (TTM): 4.0X
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Q: My largest bond fund is pmo205. As bond funds go, it is highly rated. The effective (avg?) duration is 3 yrs. In this interest rate environment, would you replace it with short-terms bond funds (hfr, csd)?

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Read Answer Asked by Ken on March 16, 2021

• GlobeX Data Ltd - Ordinary Shares (SWIS)
  • P/E (TTM): -3.0X
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Q: Can you tell me what your thoughts are on Globex Data, and if you think it might be worthwhile picking up at some point where would you be comfortable entering. TIA!

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Read Answer Asked by dennis on March 16, 2021

• Skeena Resources Limited (SKE $23.02)
  • $23.02 Cap: $2.59B
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Q: What is your out look on SKE. ever becoming a productive mine.
Jim.

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Read Answer Asked by James on March 16, 2021

• Franco-Nevada Corporation (FNV $264.46)
  • $264.46 P/E (TTM): 45.67X Cap: $50.10B
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• Wheaton Precious Metals Corp. (WPM $137.22)
  • $137.22 P/E (TTM): 54.54X Cap: $60.26B
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Q: My advisor is suggesting I buy a position in WPM - would you have an opinion if WPM is a better choice than FNV? He did not mention FNV as an option - just knowing they are both streaming companies which would you pick?

Thank

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Read Answer Asked by Reg on March 16, 2021

• Royal Bank of Canada (RY $204.12)
  • $204.12 P/E (TTM): 15.72X Cap: $287.39B
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• Toronto-Dominion Bank (The) (TD $114.64)
  • $114.64 P/E (TTM): 9.73X Cap: $194.67B
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• Bank of Nova Scotia (The) (BNS $91.86)
  • $91.86 P/E (TTM): 17.67X Cap: $113.10B
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• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 23.08X Cap: $142.02B
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• Manulife Financial Corporation (MFC $44.97)
  • $44.97 P/E (TTM): 14.47X Cap: $77.11B
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• Power Corporation of Canada Subordinate Voting Shares (POW $65.39)
  • $65.39 P/E (TTM): 15.23X Cap: $41.28B
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• Royal Dutch Shell PLC American Depositary Shares (Each representing two Class B) (RDS.B)
  • P/E (TTM): 40.7X Cap: $195.62B
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• Berkshire Hathaway Inc. (BRK.B $478.52)
  • $478.52 P/E (TTM): 16.5X Cap: $1.02T
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Q: Ignoring risk, please rank these companies based on 5 year hold -potential for returns.

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Read Answer Asked by Pradeep on March 16, 2021

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: Simple question. My average cost of Xebec is $9.86. Obviously not good. Your suggestion please dump it and move on, buy more or just wait it out. Obviously a long way back. Thank You..

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Read Answer Asked by Brian on March 16, 2021

• Magellan Midstream Partners L.P. Limited Partnership (MMP)
  • P/E (TTM): 13.54X Cap: $13.94B
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Q: With a good yield and a possible upside in price, what is you view for a registered account. would there be any retention of taxes in a RSP account?
Thank you

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Read Answer Asked by francois on March 16, 2021

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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• Mitek Systems Inc. (MITK $9.24)
  • $9.24 P/E (TTM): 28.4X Cap: $421M
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Q: Risk tolerance in TFSA high. Both spouses are vested in defined benefit pension. 5 to 15 year timeframe. I am thinking of slowly adding to existing XBC position and initiating MITK position. Would you suggest waiting until after XBC reports? I worry a good buying opportunity will be lost if we don't add to that position in advance. Do we have a timeframe around the MITK legal situation?

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Read Answer Asked by Joel on March 16, 2021

• Vitalhub Corp. (VHI $10.90)
  • $10.90 P/E (TTM): 136.0X Cap: $611M
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• WELL Health Technologies Corp. (WELL $5.21)
  • $5.21 Cap: $1.27B
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• CloudMD Software & Services Inc. (DOC $0.04)
  • $0.04 Cap: $10M
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Q: Hi, with the announcement of Dialogue's future IPO, can you explain the differences between these 4 companies? Also, do you know the date of Dialogue's IPO?

Thank you
André

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Read Answer Asked by André on March 16, 2021

• Magna International Inc. (MG $62.49)
  • $62.49 P/E (TTM): 10.62X Cap: $17.89B
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• Toyota Motor Corporation (TM $207.21)
  • $207.21 P/E (TTM): 8.93X Cap: $270.38B
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Q: How do you rate Toyota as a (conservative?) means of participating in the EV boom(?) - Other suggestions? Thanks Jim

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Read Answer Asked by jim on March 16, 2021

• Berkeley Lights Inc. (BLI)
  • P/E (TTM): -1.3X Cap: $91M
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Q: Can I have your view on Berkeley Lights. Seeing strong revenue growth, cash on hand. Perhaps positive cash flow and profitability over the next 18-24mths..

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Read Answer Asked by Chris on March 16, 2021