Investment Q&A

• Miscellaneous (MISC)
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Q: Hi,

Perhaps you can help me with this tax question. Does one have to necessarily include both capital gains and capital losses for the year, and calculate the net gain; or can one pay tax only on items that have capital gain and selectively keep some or all of the capital losses to be applied in later years?
Regards
Rajiv

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Read Answer Asked by Rajiv on April 18, 2022

• Sylogist Ltd. (SYZ $9.30)
  • $9.30 Cap: $217M
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Q: Has anything changed at Sylogist that may explain its continuing decline?

How would you evaluate its current price in relation to its value?

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Read Answer Asked by Danny on April 18, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.97)
  • $16.97 Cap: $2.33B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Hello, is the business profile of NVEI and LSPD the same? If you had to invest in just one of these two names, what would be your choice today? Thank you

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Read Answer Asked by Gervais on April 14, 2022

• Twitter Inc. (TWTR)
  • Cap: $41.09B
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Q: Should we buy TWTR now around $46? Almost have 20% profit! Since Elon Musk asking for $54.20!

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Read Answer Asked by kwokwai on April 14, 2022

• Dye & Durham Limited (DND $10.81)
  • $10.81 Cap: $726M
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Q: Is this a screaming buy at current levels? Assuming the large acquisition does not go through or if it does?

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Read Answer Asked by Chris on April 14, 2022

• High Arctic Energy Services Inc. (HWO $0.86)
  • $0.86 Cap: $10M
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Q: I hold this stock and am considering selling to purchase a Canadian natural gas producer. What are your current thoughts on this stock?

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Read Answer Asked by Brendon on April 14, 2022

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $124.21)
  • $124.21 P/E (TTM): 18.62X Cap: $1.47B
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Q: Another stock that just came across my radar. Looks like management is executing, pays a dividend and is in a sector which could see continued activity and growth. I realize its thinly traded. Would you pull the trigger on this one?

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Read Answer Asked by Colleen on April 14, 2022

• NVIDIA Corporation (NVDA $179.44)
  • $179.44 P/E (TTM): 56.04X Cap: $4.23T
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• Veeva Systems Inc. Class A (VEEV $284.83)
  • $284.83 P/E (TTM): 59.73X Cap: $45.97B
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Q: HI 5i
I have half positions in NVDA ($217) and VEEV. ($194). Which would you add to now? or would you suggest dumping one and re-invest the cash into the other?

Thanks, Greg

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Read Answer Asked by Greg on April 14, 2022

Q:
In John’s question April 13 he says “Exceeding the $us limit of $100K us “
Is the limit for reporting US held stocks on form 1135 100K US dollars or 100K Canadian dollars ?
Thanks

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Read Answer Asked by Indra on April 14, 2022

• LGX Oil + Gas Inc. (OIL $0.01)
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Q: at the end of your answer to a question on bonterra you say and i quote-at this oil price we. see more downside to the oil price than upside.
what are your reasons for saying that?
as ever dave

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Read Answer Asked by david on April 14, 2022

• Builders FirstSource Inc. (BLDR $129.21)
  • $129.21 P/E (TTM): 16.69X Cap: $14.98B
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Q: I'm finding it difficult finding American companies with the ability to grow their profits over the near future. (lots of noise out there - inflation, war, debt etc.). I would appreciate your opinion regarding the ability of Builders to award investors with above average returns over the next few years. Also, if you have better ideas in this sector I would invite your suggestions. Thank-you for your continued support of the little guy.

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Read Answer Asked by Les on April 14, 2022

• Constellation Software Inc. (CSU $4,718.31)
  • $4,718.31 P/E (TTM): 98.53X Cap: $99.98B
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• ATS Corporation (ATS $41.24)
  • $41.24 Cap: $4.02B
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• Kinaxis Inc. (KXS $203.51)
  • $203.51 P/E (TTM): 437.0X Cap: $5.71B
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• goeasy Ltd. (GSY $181.31)
  • $181.31 P/E (TTM): 11.92X Cap: $2.98B
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.97)
  • $16.97 Cap: $2.33B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Topicus.com Inc. (TOI $185.15)
  • $185.15 P/E (TTM): 97.02X Cap: $24.04B
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Q: Hi,
Can you please suggest a few names outside of Oil & Gas which currently represent
Value or Growth.
Thanks,

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Read Answer Asked by Harpinder on April 14, 2022

• Valaris plc Class A (VAL)
  • Cap: $65M
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Q: It would seem to me that this company has the ability to grow nicely over the near future. My ability to research the company is limited so I would appreciate your opinion regarding fundamentals of the company and a prediction of its ability to grow investors share of its profits. As always thanks for all you do.

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Read Answer Asked by Les on April 14, 2022

• Baytex Energy Corp. (BTE $2.90)
  • $2.90 P/E (TTM): 7.25X Cap: $2.22B
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Q: Good morning,

What’s driving the 8 % jump this morning??

Thanks

Dave

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Read Answer Asked by David on April 14, 2022

• Purpose Bitcoin ETF (BTCC $20.59)
  • $20.59 Cap: $1.02B
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• CI Galaxy Bitcoin ETF (BTCX.B $22.90)
  • $22.90 Cap: $813M
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• 3iQ Bitcoin ETF (BTCQ $24.50)
  • $24.50 Cap: $380M
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Q: I am becoming interested in bitcoin. I have not invested because I don’t really understand it. But I see a number of trust-worthy people getting very interested. It seems to be seen as an alternative and often a better alternative than holding gold. In your view what is the risk level of holding bitcoin at this point in its evolution? And can you suggest any educational material on the subject? Finally, what would you suggest for buying if someone is interested?
Thanks for the great service as always

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Read Answer Asked by joseph on April 14, 2022

• ChargePoint Holdings Inc. (CHPT $10.00)
  • $10.00 Cap: $221M
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Q: With emphasis on EV in USA and Canada, would a small position in charging stations be a good way to invest in this trend? Look forward to your analysis of this company. Many thanks.

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Read Answer Asked by Dr Lorraine on April 14, 2022

• Bank of Nova Scotia (The) (BNS $76.53)
  • $76.53 P/E (TTM): 16.04X Cap: $95.32B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $52.53)
  • $52.53 P/E (TTM): 9.23X Cap: $4.05B
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Q: Does VDY ,BNS, AQN, dividend paying stocks have enough growth to support the price, in view of rising rates.
Would you move away (sell) dividend paying stocks as per above.

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Read Answer Asked by Roy on April 14, 2022

• Bank of Nova Scotia (The) (BNS $76.53)
  • $76.53 P/E (TTM): 16.04X Cap: $95.32B
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• Vanguard Retirement Income ETF Portfolio (VRIF $25.52)
  • $25.52 P/E (TTM): 25.01X Cap: $281M
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Q: Good Day to 5I team: With banks trending down I am down about 7% but still with a 4% dividend.With VRIF my core retirement income holding also in a downward trend am down about 5% with a 4% dividend. Would you consider one or the other a sell for tax loss and. Investing proceeds in a 1 year gic at 2.45% to take shelter from what may or may not transpire into a resession and redeploy funds when markets look better? Which do you feel has a better chance of revovery?

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Read Answer Asked by Larry on April 14, 2022

• Roku Inc. (ROKU $86.05)
  • $86.05 Cap: $11.72B
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• Crocs Inc. (CROX $100.70)
  • $100.70 P/E (TTM): 5.95X Cap: $5.44B
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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Q: I have a well balanced RRSP and have cash to add one more 1/2 position, long timeframe. I have narrowed it down to the above 3 stocks.

Can you let me know which one you think is best to add and why?

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Read Answer Asked by Kevin on April 14, 2022

• Sprott Physical Gold Trust (PHYS $35.40)
  • $35.40 P/E (TTM): 24.9X Cap: $14.28B
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Q: Given the rise in inflation and the current global environment, do you feel one should hold some gold in their portfolio? Would PHYS.CA fit the bill or do you have another suggestion.
Earl

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Read Answer Asked by earl on April 14, 2022