Investment Q&A

• Silvercorp Metals Inc. (SVM $5.96)
  • $5.96 P/E (TTM): 13.19X Cap: $1.29B
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Q: Please comment on their latest numbers.

Bill

Upvote 1

Read Answer Asked by Bill on January 17, 2022

• iShares U.S. Infrastructure ETF (IFRA $50.03)
  • $50.03 P/E (TTM): 29.59X Cap: $2.70B
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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 $59.58)
  • $59.58 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 $43.61)
  • $43.61 P/E (TTM): 78.96X Cap: $21.71B
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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 $96.21)
  • $96.21 Cap: $7.63B
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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 $5.42)
  • $5.42 P/E (TTM): 197.85X Cap: $398M
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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 $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: 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

Upvote 0

Read Answer Asked by David on January 17, 2022

• Costco Wholesale Corporation (COST $952.52)
  • $952.52 P/E (TTM): 55.64X Cap: $422.42B
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• Walmart Inc. (WMT $98.49)
  • $98.49 P/E (TTM): 42.09X Cap: $785.99B
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• Loblaw Companies Limited (L $223.56)
  • $223.56 P/E (TTM): 27.63X Cap: $67.45B
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• Premium Brands Holdings Corporation (PBH $87.11)
  • $87.11 P/E (TTM): 33.0X Cap: $3.91B
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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 $66.76)
  • $66.76 P/E (TTM): 15.86X Cap: $69.38B
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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 $214.75)
  • $214.75 P/E (TTM): 34.98X Cap: $2.27T
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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 $79.98)
  • $79.98 Cap: $11.72B
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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 $91.23)
  • $91.23 P/E (TTM): 14.53X Cap: $171.51B
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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 $32.88)
  • $32.88 P/E (TTM): 51.56X Cap: $297M
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• ARK Fintech Innovation ETF (ARKF $50.96)
  • $50.96 P/E (TTM): 113.19X Cap: $1.13B
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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 $41.24)
  • $41.24 Cap: $4.02B
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• Magna International Inc. (MG $57.05)
  • $57.05 P/E (TTM): 10.41X Cap: $16.35B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $73.61)
  • $73.61 P/E (TTM): 36.99X Cap: $8.44B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.55)
  • $15.55 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 $13.75)
  • $13.75 Cap: $151M
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• Ultra Clean Holdings Inc. (UCTT $22.30)
  • $22.30 Cap: $1.01B
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• Reliance Inc. (RS $283.43)
  • $283.43 P/E (TTM): 20.14X Cap: $14.90B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.97)
  • $16.97 Cap: $2.33B
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• Trane Technologies plc (TT $439.25)
  • $439.25 P/E (TTM): 36.57X Cap: $97.73B
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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 $59.58)
  • $59.58 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 $53.86)
  • $53.86 P/E (TTM): 10.88X Cap: $66.11B
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• CAE Inc. (CAE $39.11)
  • $39.11 P/E (TTM): 31.04X Cap: $12.52B
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• Enghouse Systems Limited (ENGH $22.75)
  • $22.75 P/E (TTM): 16.02X Cap: $1.25B
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• Kinaxis Inc. (KXS $203.51)
  • $203.51 P/E (TTM): 437.0X Cap: $5.71B
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• Magna International Inc. (MG $57.05)
  • $57.05 P/E (TTM): 10.41X Cap: $16.35B
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• goeasy Ltd. (GSY $181.31)
  • $181.31 P/E (TTM): 11.92X Cap: $2.98B
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• Leon's Furniture Limited (LNF $27.39)
  • $27.39 P/E (TTM): 11.81X Cap: $1.86B
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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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• Quipt Home Medical Corp. (QIPT $3.20)
  • $3.20 Cap: $139M
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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 $0.21)
  • $0.21 Cap: $10M
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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• CTS Corporation (CTS $38.44)
  • $38.44 P/E (TTM): 18.22X 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 $65.60)
  • $65.60 P/E (TTM): 25.13X 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 $152.92)
  • $152.92 P/E (TTM): 13.56X Cap: $110.41B
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• Sun Life Financial Inc. (SLF $83.33)
  • $83.33 P/E (TTM): 15.23X Cap: $47.36B
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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 $4.63)
  • $4.63 Cap: $1.15B
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• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $52.95)
  • $52.95 P/E (TTM): 30.26X Cap: $2.06B
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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