Investment Q&A

• Graphite One Inc. (GPH $1.07)
  • $1.07 Cap: $128M
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Q: Hi 5i,

Thanks for the great work! What's your opinion on GraphiteOne? I'm seeing more and pieces commenting on increasing demand for North American sources of commodities (with graphite being one example).

Is this trend you are watching?

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Read Answer Asked by Greg on January 26, 2021

• Mastercard Incorporated (MA $569.81)
  • $569.81 P/E (TTM): 39.26X Cap: $515.11B
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• Visa Inc. (V $342.15)
  • $342.15 P/E (TTM): 34.11X Cap: $663.75B
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Q: For a INACTIVE investor, who like to buy and forget for 10 years.... Are VISA or Mastercard good buys....

Which one would you choose among the two ?

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Read Answer Asked by HARRY on January 26, 2021

Q: Quarterly reports for public companies are presented on a quarterly basis to the public as per financial regulations. The report is posted on a specific date that the public is notified weeks in advance. Before the report is presented to the public who sees the report and when? Board of Directors, senior management team... etc.
Clayton

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Read Answer Asked by Clayton on January 26, 2021

• IGM Financial Inc. (IGM $44.93)
  • $44.93 P/E (TTM): 11.32X Cap: $10.64B
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Q: Hi,

Is IGM only a good yielding stock or does it have any growth potential.
Thank you
Ed

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Read Answer Asked by Edward on January 26, 2021

• Live Nation Entertainment Inc. (LYV $151.29)
  • $151.29 P/E (TTM): 49.54X Cap: $35.41B
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Q: Most coming out of COVID stocks have had a big run, and that includes Live Nation. It is near the stock price it had in early 2020. Naturally fundamentals do not look good, but the question is what pent up demand will be for concets, etc. Do you think it still has significant upside in 2021?

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Read Answer Asked by Neil on January 26, 2021

• Air Canada Voting and Variable Voting Shares (AC $19.06)
  • $19.06 P/E (TTM): 4.9X Cap: $6.15B
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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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Q: Good Morning Peter, Ryan and Team,

As a post-covid play, would you have more confidence in Air Canada or Aritzia for a two-year horizon?

Thank you.

Brad

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Read Answer Asked by Bradley on January 26, 2021

• Xylem Inc. New (XYL $143.97)
  • $143.97 P/E (TTM): 38.32X Cap: $35.04B
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Q: XYL has beedn dropping slowly. Are there problems? Is it a sell? Would you recommend replacing it with an alternative stock in the same sector?
With appreciation.
Ed

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Read Answer Asked by Ed on January 26, 2021

• iShares Core Canadian Short Term Bond Index ETF (XSB $26.94)
  • $26.94 Cap: $3.03B
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.08)
  • $28.08 Cap: $8.18B
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Q: I'm re-balancing my RESP account. Can you recommend a bond ETF for a 4 year holding period. My thought was XBB.

Thanks,

Joe

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Read Answer Asked by Joe on January 26, 2021

• Enerplus Corporation (ERF $26.78)
  • $26.78 P/E (TTM): 10.81X Cap: $5.44B
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Q: Enerplus is issuing an initial offering at $4. It is trading today at $4.28 (dividend2.82%). For a 5 year horizon, would you suggest buying at the $4?

Thank you for your excellent advice.

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Read Answer Asked by Lucy on January 26, 2021

• Garmin Ltd. (Switzerland) (GRMN $225.53)
  • $225.53 P/E (TTM): 28.82X Cap: $43.41B
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Q: Garmin based in Switzerland has a vert strong balance sheet, sales have grown in 18 of the last 19 quarters. What do you think it's growth prospects are for 2021?

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Read Answer Asked by Neil on January 26, 2021

Q: Hi, guys!
I am managing an income portfolio for a relative, who also has some "paper" shares of Blackberry (BB). She would like to know how to either sell them or how to move them into her trading account at RBC Direct Investing. Since I never having been involved in such, can you tell me what would be the procedure?
Thanks!
Paul King

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Read Answer Asked by Paul on January 26, 2021

Q: Income oriented portfolios:
What is the role of covered call dividend ETFs in a income oriented portfolio and what is the risk ?
If such ETF is supposed to increases income and reduces volatility, shouldn't covered call dividend ETFs become a significant part of income portfolios? even considering that you do not benefit from the entire stock price appreciation ,but that the income is more secure ?

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Read Answer Asked by Jean-Yves on January 26, 2021

• TFI International Inc. (TFII $117.35)
  • $117.35 P/E (TTM): 19.83X Cap: $9.85B
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Q: Can you add comment after the company call. How would you rate the deal? Did they pay a fair price? What should it mean to the company doing forward? What, if any, are the downside risks?

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Read Answer Asked on January 26, 2021

• Flutter Entertainment Plc (PDYPF)
  • Cap: $36.20B
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Q: Do you know when PDYPF reports, do they report semi annually or quarterly?

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Read Answer Asked by stephen on January 26, 2021

• BlackBerry Limited (BB $4.95)
  • $4.95 Cap: $2.95B
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Q: Peter; Is BB a natural fit for MG ? Thanks.
Rod

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Read Answer Asked by Rodney on January 25, 2021

• BYD Co - Class H (BYDDF $14.59)
  • $14.59 Cap: $16.01B
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• RecycLiCo Battery Materials Inc. (AMY $0.07)
  • $0.07 Cap: $17M
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Q: I read about AMY and like the idea of taking a flyer on a company focused on battery recycler technology considering the EV momentum. I see news came out about it on the 21-Jan but it made a significant jump the day before. Is this 'pre-emptive' jump typical?

Are there alternative companies in this space that you would recommend?

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Read Answer Asked by Kyle on January 25, 2021

Q: Nice price move in the last 2 days. What do you think of the growth opportunity for Acuity and as a potential portfolio addition?

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Read Answer Asked by Stephen on January 25, 2021

• Canadian National Railway Company (CNR $128.04)
  • $128.04 P/E (TTM): 17.64X Cap: $79.92B
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• Canadian Pacific Kansas City Limited (CP $100.56)
  • $100.56 P/E (TTM): 24.35X Cap: $93.83B
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• Air Canada Voting and Variable Voting Shares (AC $19.06)
  • $19.06 P/E (TTM): 4.9X Cap: $6.15B
  • View AC Profile
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• TFI International Inc. (TFII $117.35)
  • $117.35 P/E (TTM): 19.83X Cap: $9.85B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: My portfolio doesn't have any coverage in the transportation sector. What stocks/etf's would you recommend in this area.

Rick

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Read Answer Asked by Rick on January 25, 2021

• Cogeco Communications Inc. Subordinate Voting Shares (CCA $62.61)
  • $62.61 P/E (TTM): 8.11X Cap: $2.64B
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• Cogeco Inc. Subordinate Voting Shares (CGO $58.86)
  • $58.86 P/E (TTM): 6.47X Cap: $567M
  • View CGO Profile
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Q: Hi Guys:

Wondering your thoughts on CCA and CGO. Do you like either? And if so, which one do you prefer?

Thanks
DAVE

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Read Answer Asked by David on January 25, 2021

• Microsoft Corporation (MSFT $535.64)
  • $535.64 P/E (TTM): 40.53X Cap: $3.98T
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• Procter & Gamble Company (The) (PG $150.76)
  • $150.76 P/E (TTM): 23.91X Cap: $353.46B
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Q: I was thinking of getting an RRSP Loan to top off my RRSP and then use the refund to pay down a portion of the loan. If I did this and had $50,000 to invest and ~20 years to retirement how would you allocate it and thoughts, if you can comment, on this strategy? Thanks as always.

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Read Answer Asked by Cam on January 25, 2021