Investment Q&A

• BCE Inc. (BCE $32.65)
  • $32.65 P/E (TTM): 72.74X Cap: $31.20B
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• Restaurant Brands International Inc. (QSR $87.92)
  • $87.92 P/E (TTM): 23.74X Cap: $39.60B
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• North West Company Inc. (The) (NWC $47.69)
  • $47.69 P/E (TTM): 16.88X Cap: $2.27B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $47.49)
  • $47.49 Cap: $17.85B
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Q: I own bce in my rrsp account. I know it has a good dividend but the stock has been flat for the last few years. I was wondering if you could recommend another dividend stock that was relatively safe but would have a bit more growth potential.

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Read Answer Asked by scott on February 02, 2021

• Purpose Gold Bullion Fund (KILO $53.34)
  • $53.34 Cap: $307M
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Q: Hello
I noticed that KILO.CDN is paying dividends. How is that possible??? I assumed it is actual physical gold stored in canada. Can you shed some lights on the details?

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Read Answer Asked by Mahdi on February 02, 2021

• Vanguard Total Stock Market ETF (VTI $325.89)
  • $325.89 P/E (TTM): 25.87X Cap: $500.84B
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Q: I am looking into buying either VT or VTI.
I want to know the difference between these two vanguard ETFs and which one would you rather holding for long term.

Thank you

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Read Answer Asked by Kristelle on February 02, 2021

• AeroVironment Inc. (AVAV $251.04)
  • $251.04 Cap: $12.13B
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• Volatus Aerospace Inc. (FLT $0.61)
  • $0.61 Cap: $329M
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Q: Drones seem to have a bright future for commercial and gov't uses. Are there any companies that you might recommend to invest in this trend?

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Read Answer Asked by Maria on February 02, 2021

• Vodafone Group Plc (VOD $11.81)
  • $11.81 Cap: $28.67B
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Q: Can you please give me your opinion of VOD

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Read Answer Asked by Mike on February 02, 2021

• iShares Core Canadian Short Term Bond Index ETF (XSB $27.12)
  • $27.12 Cap: $3.05B
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Q: Hi Guys

Really appreciate your opinion. Given interest rates at near zero, where do would you invest the fixed income part of your portfolio?

Thanks

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Read Answer Asked by David on February 02, 2021

• Clean Power Capital Corp Com (MOVE)
  • P/E (TTM): -2.3X
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Q: What is your opinion of Clean Power and their recent acquisition. Is it a game changer?

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Read Answer Asked by Ian on February 02, 2021

• PayPal Holdings Inc. (PYPL $67.11)
  • $67.11 P/E (TTM): 14.35X Cap: $64.11B
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• Mastercard Incorporated (MA $582.96)
  • $582.96 P/E (TTM): 39.14X Cap: $527B
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• Visa Inc. (V $339.05)
  • $339.05 P/E (TTM): 33.15X Cap: $658.47B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Hi,

Looking into future.....10-15 years time horizon. Your views on, How will Paypal/Square do VS visa/mastercard ? Which route will be preferred by people ?

CNR vs CP, which one is a better ?

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Read Answer Asked by HARRY on February 02, 2021

• NVIDIA Corporation (NVDA $177.75)
  • $177.75 P/E (TTM): 57.36X Cap: $4.31T
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• Palo Alto Networks Inc. (PANW $201.28)
  • $201.28 P/E (TTM): 122.3X Cap: $134.63B
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• CrowdStrike Holdings Inc. (CRWD $444.77)
  • $444.77 Cap: $111.61B
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• Unity Software Inc. (U $46.53)
  • $46.53 Cap: $19.65B
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Q: hello 5i:
From a risk/reward perspective, how would you rate the above companies, understanding that some have a short history and in the case of Topicus, no history (on Canadian exchanges). Can you provide a short summary of your #1 rated company of this group, please?
thanks
Paul L

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Read Answer Asked by Paul on February 02, 2021

• Costco Wholesale Corporation (COST $960.10)
  • $960.10 P/E (TTM): 56.54X Cap: $425.78B
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• Garmin Ltd. (Switzerland) (GRMN $235.83)
  • $235.83 P/E (TTM): 29.39X Cap: $45.82B
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• NextEra Energy Inc. (NEE $71.50)
  • $71.50 P/E (TTM): 25.05X Cap: $147.23B
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• Xylem Inc. New (XYL $141.74)
  • $141.74 P/E (TTM): 36.86X Cap: $34.50B
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• MEDIFAST INC (MED $14.22)
  • $14.22 P/E (TTM): 42.33X Cap: $156M
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• Reliance Inc. (RS $290.94)
  • $290.94 P/E (TTM): 21.04X Cap: $15.28B
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• Celsius Holdings Inc. (CELH $56.07)
  • $56.07 P/E (TTM): 175.21X Cap: $14.46B
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Q: i am currently over weight in U.S. high tech companies i would like lighten up and invest in some non tech U, S, companies with good growth prospects could you kindly
suggest several companies that i could look at thanx

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Read Answer Asked by terrance on February 02, 2021

• Roper Technologies Inc. (ROP $505.23)
  • $505.23 P/E (TTM): 35.99X Cap: $54.36B
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• Constellation Software Inc. (CSU $4,301.83)
  • $4,301.83 P/E (TTM): 108.48X Cap: $93.08B
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• Descartes Systems Group Inc. (The) (DSG $141.28)
  • $141.28 P/E (TTM): 61.82X Cap: $12.14B
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• TDG Gold Corp. (TDG $1.34)
  • $1.34 Cap: $381M
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• Berkshire Hathaway Inc. (BRK.B $491.54)
  • $491.54 P/E (TTM): 16.92X Cap: $1.05T
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Q: Can you tell me which companies would be comparable and that you would buy that the same or better growth.Love your service.

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Read Answer Asked by andrew on February 02, 2021

• Protech Home Medical Corp. (PTQ)
  • P/E (TTM): -32.3X Cap: $232M
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Q: Can you please comment on the recent quarter results?

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Read Answer Asked by sean on February 02, 2021

• Axsome Therapeutics Inc. (AXSM $116.78)
  • $116.78 Cap: $5.82B
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Q: Last time someone asked a question about this company was early January 2020 before COVID hit. You mentioned back then it was a company to watch out for on the ongoing trials, but to wait for the stock to settle down a bit. It's now just over a year, I wanted to know your opinion about it today. For a long term hold in a locked in RSP, is it something you would recommend today at these levels (let's say 1% position) and talk a bit about their financial situation. Thank you as always.

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Read Answer Asked by Michael on February 02, 2021

• Albemarle Corporation (ALB $81.04)
  • $81.04 Cap: $9.53B
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• Neo Performance Materials Inc. (NEO $17.13)
  • $17.13 Cap: $713M
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Q: Do you have any suggestion for rare earth metal plays? Is it a sector with good potential? Also is cobalt an important industrial metal for batteries? Thank you.

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Read Answer Asked by Francis on February 02, 2021

Q: Morning guys,

I am interested in dedicating a portion of my portfolio to small & micro cap Canadian compagnies. What would be your top 10 micro/small cap recommendation as of today?

Thanks and have a great week!

Richard

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Read Answer Asked by Richard on February 02, 2021

• Grande West Transportation Group Inc. (BUS)
  • P/E (TTM): -30.3X Cap: $70M
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Q: Hi there, can you please comment on today's news release for BUS?

Do you know of the MZ Group they have just retained? Are they reputable?
Do they have good connections to, access to institutional investors to help BUS?

Does BUS currently have any institutional investors, and who they are, if any?

Can you please provide current top five shareholders of BUS, and who they are, insiders?

Also, can you please provide information regarding insider buying/selling for the past six months?
Thanks!

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Read Answer Asked by Hussein on February 02, 2021

• ARK Innovation ETF (ARKK $79.72)
  • $79.72 P/E (TTM): 49.24X Cap: $7.28B
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Q: What are your thoughts on the value-trap argument that Cathy Woods is putting forward re benchmark/passive investments? https://www.youtube.com/watch?v=bIfKUQteL9E

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Read Answer Asked by James on February 02, 2021

Q: CLSN Please give us your thoughts on this small cap health company.

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Read Answer Asked by Gail on February 02, 2021

• Amazon.com Inc. (AMZN $231.43)
  • $231.43 P/E (TTM): 34.78X Cap: $2.46T
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• The Trade Desk Inc. (TTD $45.54)
  • $45.54 P/E (TTM): 54.4X Cap: $22.26B
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• Roku Inc. (ROKU $93.92)
  • $93.92 Cap: $13.83B
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• CrowdStrike Holdings Inc. (CRWD $444.77)
  • $444.77 Cap: $111.61B
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• Unity Software Inc. (U $46.53)
  • $46.53 Cap: $19.65B
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Q: Please update your "favs" long-term 10 year HOLDS or "keepers", CAD and USD - up to 20 names . Looking for high conviction ideas. I am retired and have no need for income. I would like to check my portfolio against this list and make adjustments as necessary. Could you provide (a) rationale for each, and (b) percentage you would allocate to each.
Thank you

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Read Answer Asked by sam on February 02, 2021

• MKS Inc. (MKSI $116.38)
  • $116.38 P/E (TTM): 29.14X Cap: $7.81B
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• Wolfspeed Inc Com (CREE)
  • P/E (TTM): -17.0X Cap: $9.16B
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• Houlihan Lokey Inc. Class A (HLI $203.00)
  • $203.00 P/E (TTM): 34.49X Cap: $14.27B
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Q: Pls comment on their earnings/guidance last week. Would you purchase any now ? Thank you.

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Read Answer Asked by Paul on February 02, 2021