Investment Q&A

• Suncor Energy Inc. (SU $74.90)
  • $74.90 P/E (TTM): 17.29X Cap: $90.30B
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• Canadian Natural Resources Limited (CNQ $54.43)
  • $54.43 P/E (TTM): 16.73X Cap: $114.92B
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• Cenovus Energy Inc. (CVE $29.03)
  • $29.03 P/E (TTM): 16.72X Cap: $53.56B
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• Tourmaline Oil Corp. (TOU $61.87)
  • $61.87 P/E (TTM): 17.45X Cap: $23.83B
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• Whitecap Resources Inc. (WCP $12.98)
  • $12.98 P/E (TTM): 10.95X Cap: $16.07B
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• Enerplus Corporation (ERF $26.78)
  • $26.78 P/E (TTM): 10.81X
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• NuVista Energy Ltd. (NVA $19.04)
  • $19.04 P/E (TTM): 11.66X Cap: $3.68B
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Q: Could you please recommend your top picks for the energy sector- top 2-3 large cap exposure and top 2-3 smaller cap.
Also what is your view overall for the 3-5 year outlook of the sector in general
Thank you!

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Read Answer Asked by Kyle on November 25, 2021

• Cambria Tail Risk ETF (TAIL $11.66)
  • $11.66 Cap: $159M
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• Global X S&P 500 Tail Risk ETF (XTR $26.38)
  • $26.38 P/E (TTM): 25.76X Cap: $2M
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• Simplify Tail Risk Strategy ETF (CYA)
  • P/E (TTM): 19.96X
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Q: Hello, Could you compare a few tail risk etfs like QTR, XTR, CYA and TAIL ..which would you suggest for some sort of protection.. What portion of a portfolio would you give as a guideline or thumb rule for one of these for an almost 100% equity portfolio. Thanks.

Regards,

Shyam

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Read Answer Asked by Shyam on November 25, 2021

• First Trust ISE Cloud Computing Index Fund (SKYY $111.45)
  • $111.45 P/E (TTM): 36.66X Cap: $2.48B
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• GLOBAL X FDS (BOTZ $37.96)
  • $37.96 P/E (TTM): 57.87X Cap: $3.43B
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• Vanguard Information Technology ETF (VGT $729.64)
  • $729.64 P/E (TTM): 37.87X Cap: $114.11B
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• ARK Innovation ETF (ARKK $68.45)
  • $68.45 P/E (TTM): 28.9X Cap: $6.77B
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Q: Good morning Gentlemen,
Which 1 to 3 Active or Index US ETF (to buy), you will replace ARKK if you sell it. ?
Thanks
Best Regards

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Read Answer Asked by Djamel on November 25, 2021

• Alphamin Resources Corp. (AFM $1.24)
  • $1.24 P/E (TTM): 10.22X Cap: $1.67B
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• H2O Innovation Inc. (HEO $4.25)
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• Hamilton Thorne Ltd. (HTL $2.24)
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• Titanium Transportation Group Inc. (TTR)
  • P/E (TTM): 10.6X Cap: $108M
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Q: These stocks were mentioned in the article about possible TSX graduates. Knowing they are small caps, could you comment on them and rank them. Are any of them a buy at this time. Thanks

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Read Answer Asked by Bruce on November 25, 2021

• Walgreens Boots Alliance Inc. (WBA)
  • Cap: $10.36B
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• Stryker Corporation (SYK $365.85)
  • $365.85 P/E (TTM): 47.45X Cap: $139.08B
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Q: Between SYK & WBA which would you prefer for a 5 year total return investment and why.

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Read Answer Asked by Harvey on November 25, 2021

• Enghouse Systems Limited (ENGH $17.64)
  • $17.64 P/E (TTM): 13.54X Cap: $974M
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Q: Do you have any insight into recent price action on Enghouse? There was a nice bump on sale speculation but since then it's not behaving well. Are you still constructive on Enghouse?
Thanks

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Read Answer Asked by richard on November 25, 2021

• WSP Global Inc. (WSP $221.48)
  • $221.48 P/E (TTM): 39.84X Cap: $33.07B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• Stantec Inc (STN $87.35)
  • $87.35 P/E (TTM): 32.6X Cap: $11.25B
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• Jacobs Solutions Inc. (J $131.52)
  • $131.52 P/E (TTM): 63.51X Cap: $16.73B
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Q: In reviewing questions regarding infrastructure WSP Global and Jacobs Engineering appear to be among your favorites. How how would you rank them against each other and is there another 1 or 2 worthy of consideration?

As always thanks for the great service.

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Read Answer Asked by Lynda on November 25, 2021

• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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Q: Any news here? It seems to be up 8% in pre market.

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Read Answer Asked by Mike on November 25, 2021

• Pure Storage Inc. Class A (PSTG $70.81)
  • $70.81 P/E (TTM): 188.82X Cap: $25.10B
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Q: thoughts on latest quarter , please and thank you

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Read Answer Asked by Cam on November 25, 2021

• TD One-Click Moderate ETF Portfolio (TOCM)
  • P/E (TTM): 15.0X Cap: $24M
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Q: What do you think of the TD all in one portfolios? They seem to offer some active management that the vanguard and share all in one portfolios do not offer. They allocate a certain portion to technology etc. Are they worth it?

They list the MER at 0.25 but also list a management fee, having a hard time figuring out the total fees.

Torn between doing something like this or creating my own portfolio with 6 ETFs.

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Read Answer Asked by Carla on November 25, 2021

• Silver Dollar Resources Inc. - Common Shares (SLV $0.41)
  • $0.41 Cap: $26M
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Q: This company advertises that both Eric Sprott and First Majestic are investors. Are the size of these investments significant enough to indicate a fairly strong conviction?

On the Insiders report on your site I see the following during Sept 2020:
Shares Traded: 4,621,241
Transaction: Buy under a prospectus exemption at $1.40 per Share
Value: $6,469,737.00
Shares Held: 0

There are three separate transactions listed with the same figures, except that one shows Shares Held as > 0.

What should this tell me? Why is "Shares Held" = 0 after two of the transactions?

Thanks,

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Read Answer Asked by Peter on November 25, 2021

• Petco Health and Wellness Company Inc. (WOOF $2.42)
  • $2.42 Cap: $794M
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• Pet Valu Holdings Ltd. (PET $28.14)
  • $28.14 P/E (TTM): 20.99X Cap: $1.94B
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Q: What are your thoughts on starting a position in WOOF given it's current price (near IPO price) and downtrend this past year?

Looking to add a pet related stock to my portfolio but there aren't many attractive options so please suggest any other that you would consider.

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Read Answer Asked by David on November 25, 2021

• Lithium Americas Corp. (LAC $6.18)
  • $6.18 Cap: $1.95B
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• Global X Lithium & Battery Tech ETF (LIT $71.75)
  • $71.75 P/E (TTM): 0.96X Cap: $1.78B
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Q: Him

I have about 5% of my portfolio in LIT and LAC. What do you think of lithium prices in the next few years? Is it sustainable. I fear another 2019 slide.

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Read Answer Asked by Graeme on November 25, 2021

• Imaflex Inc. (IFX $2.31)
  • $2.31 P/E (TTM): 115.5X Cap: $120M
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Q: I would appreciate your comments on the 3rd q. I do not have access to analyst expectations. I am interested in this company because of the potential of their new product Advaseal as the market is huge and they expect double the profit margin.

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Read Answer Asked by Murray on November 25, 2021

Q: Do you think Innoviz Technologies Ltd. (INVZ on NASDAQ) is worth investing in?

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Read Answer Asked by Michelle on November 25, 2021

• Canadian Net Real Estate Investment Trus (NET.UN $6.04)
  • $6.04 P/E (TTM): 9.38X Cap: $125M
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Q: What do you think of the latest quarter?

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Read Answer Asked by Eugene on November 25, 2021

• Mission Ready Solutions Inc. (MRS)
  • Cap: $7M
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• WELL Health Technologies Corp. (WELL $3.92)
  • $3.92 Cap: $1.01B
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• Enthusiast Gaming Holdings Inc. (EGLX $0.04)
  • $0.04 Cap: $6M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $11.97)
  • $11.97 Cap: $1.65B
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• Pinterest Inc. Class A (PINS $18.54)
  • $18.54 P/E (TTM): 7.04X Cap: $12.89B
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• Palantir Technologies Inc. (PLTR $129.13)
  • $129.13 P/E (TTM): 332.17X Cap: $323.38B
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Q: Hi Team,
I sold MRS at a 66% loss in my TFSA. Should I put the leftover money towards PINS, EGLX, PLTR, LSPD or WELL? Please list in order or preference. Or should I wait in the new year with the additional funds that I will add?
Thanks

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Read Answer Asked by Marco on November 25, 2021

• Martello Technologies Group Inc. (MTLO $0.01)
  • $0.01 Cap: $2M
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Q: Hi,
Thoughts on numbers for MTLO today?
thanks

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Read Answer Asked by Chris on November 25, 2021

• Booking Holdings Inc. (BKNG $4,159.10)
  • $4,159.10 P/E (TTM): 27.89X Cap: $139B
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• Airbnb Inc. (ABNB $115.96)
  • $115.96 P/E (TTM): 28.72X Cap: $73.58B
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Q: Hello Peter, I was surprised to note that the market cap of ABNB is actually higher than BKNG. For a somewhat conservative investor looking for long-term growth (and expecting a resumption of consumer travel, etc.) would you support these companies? And which would you favour and why?
Thanks in advance!

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Read Answer Asked by James on November 25, 2021

• Boyd Group Services Inc. (BYD $223.39)
  • $223.39 P/E (TTM): 238.45X Cap: $6.84B
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Q: good morning - do you think that BYD just bottomed out, after a recent RSI of 17? The PE is a still a bit gaudy but I'm thinking of adding now to address a small allocation issue. Your thoughts, please. Thank you. Al

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Read Answer Asked by alex on November 25, 2021