Investment Q&A

• AbbVie Inc. (ABBV $232.08)
  • $232.08 P/E (TTM): 175.18X Cap: $410.35B
  • View ABBV Profile
  • View Questions on ABBV
• Stryker Corporation (SYK $387.46)
  • $387.46 P/E (TTM): 45.69X Cap: $148.27B
  • View SYK Profile
  • View Questions on SYK
• Veeva Systems Inc. Class A (VEEV $182.01)
  • $182.01 P/E (TTM): 33.56X Cap: $29.91B
  • View VEEV Profile
  • View Questions on VEEV

Q: My healthcare stocks include ABBV,VEEV,and Well.I am considering switching from VEEV to STRYKER. What do you think?

Upvote 0

Read Answer Asked by Allen on April 27, 2021

• Cubicfarm Systems Corp. (CUB $0.11)
  • $0.11 Cap: $5M
  • View CUB Profile
  • View Questions on CUB

Q: Hi - what can you tell me about Cubic Farms Systems (valuation/growth, etc). Is it a buy?

Upvote 0

Read Answer Asked by Max on April 27, 2021

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $196.31)
  • $196.31 P/E (TTM): 30.07X Cap: $2.33B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: Hello
Could you please comment on recent earnings and growth going forward, most importantly are they are positioned to take advantage of the electrical infrastructure.
Thank you

Upvote 0

Read Answer Asked by Dave on April 27, 2021

• Algonquin Power & Utilities Corp. (AQN $9.54)
  • $9.54 Cap: $7.32B
  • View AQN Profile
  • View Questions on AQN
• Northland Power Inc. (NPI $21.86)
  • $21.86 Cap: $5.71B
  • View NPI Profile
  • View Questions on NPI
  • View Reports on NPI

Q: Between AQN and NPI, which would you prefer, as of today, for a five year investment horizon?

Upvote 0

Read Answer Asked by Rick on April 27, 2021

• Thermo Fisher Scientific Inc (TMO $521.11)
  • $521.11 P/E (TTM): 29.83X Cap: $193.58B
  • View TMO Profile
  • View Questions on TMO

Q: TMO Can you please comment on this one, management, debt, p/e, competition ...?
Thanks

Upvote 0

Read Answer Asked by TOM on April 27, 2021

• Northern Superior Resources Inc. (SUP $2.59)
  • $2.59 Cap: $448M
  • View SUP Profile
  • View Questions on SUP
• Anaconda Mining Inc. (ANX)
  • P/E (TTM): -10.8X Cap: $94M
  • View ANX Profile
  • View Questions on ANX

Q: A gold investor named Michael Gentile recently recommended SUP. Just wondering what you make of it and its recent weakness, and how long it might take to see the very significant upside he sees. It’s been declining while the price of bullion has risen.

Also curious what you think about ANX and if you’d have any qualms holding after the dramatic dip it took last week. Thanks for your thoughts.

Upvote 0

Read Answer Asked by Brian on April 27, 2021

• Hamilton Australian Bank Equal-Weight Index ETF (HBA $33.25)
  • $33.25 P/E (TTM): 32.32X Cap: $148M
  • View HBA Profile
  • View Questions on HBA

Q: Hamilton ETF's, who have a focus on the Financial Sector, have an Australian Bank ETF. Do you think one needs additional exposure to this area, assuming one already has some exposure to CDN and US banks?

Thanks,

Upvote 0

Read Answer Asked by Craig on April 27, 2021

• Alphabet Inc. (GOOG $311.43)
  • $311.43 P/E (TTM): 28.83X Cap: $3.71T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $177.19)
  • $177.19 P/E (TTM): 47.53X Cap: $4.30T
  • View NVDA Profile
  • View Questions on NVDA
• AbbVie Inc. (ABBV $232.08)
  • $232.08 P/E (TTM): 175.18X Cap: $410.35B
  • View ABBV Profile
  • View Questions on ABBV
• CrowdStrike Holdings Inc. (CRWD $371.98)
  • $371.98 Cap: $93.77B
  • View CRWD Profile
  • View Questions on CRWD
• Trane Technologies plc (TT $462.32)
  • $462.32 P/E (TTM): 35.43X Cap: $102.32B
  • View TT Profile
  • View Questions on TT

Q: What would be your top 5 recommendations right now, in Canada and the US, for an investor with a 5-year time horizon? Thank you! Aaron

Upvote 0

Read Answer Asked by Aaron on April 27, 2021

• Canfor Corporation (CFP $13.75)
  • $13.75 Cap: $1.62B
  • View CFP Profile
  • View Questions on CFP
• Interfor Corporation (IFP $9.96)
  • $9.96 Cap: $655M
  • View IFP Profile
  • View Questions on IFP
• Western Forest Products Inc. (WEF $14.04)
  • $14.04 Cap: $148M
  • View WEF Profile
  • View Questions on WEF

Q: Hi,
Is it too late or is there still room to play the lumber industry?
Which of the 3 companies would be the best play for the remaining innings.
Please rank by upside.
Best Regards,
Ed

Upvote 0

Read Answer Asked by Edward on April 27, 2021

• Jazz Pharmaceuticals plc (JAZZ $190.02)
  • $190.02 Cap: $12.11B
  • View JAZZ Profile
  • View Questions on JAZZ

Q: Would you get rid of Jazz. What do you think of their unusual recent acquisition? Thanks.

Upvote 0

Read Answer Asked by Ken on April 27, 2021

• Paysafe Limited (PSFE $6.26)
  • $6.26 Cap: $374M
  • View PSFE Profile
  • View Questions on PSFE

Q: Have held this thru BFT since last november and didnt get the expected pop when it went public,what do you think of this company in regards to management ,growth and fundamentals would it be a B S or HOLD Thanks

Upvote 0

Read Answer Asked by Greg on April 27, 2021

• Fortuna Mining Corp. (FVI $18.64)
  • $18.64 P/E (TTM): 15.48X Cap: $5.69B
  • View FVI Profile
  • View Questions on FVI

Q: As a Fortuna investor I was disappointed in the Roxgold takeover offer. I try and avoid the geographical areas Roxgold is in and also want FVI for a silver play. I see no advantage to the takeover from FVI's perspective and it looks like the market agrees. What do you think about this offer and merger with Roxgold? Does it make sense to you?

Upvote 0

Read Answer Asked by Richard on April 27, 2021

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: As a general rule how much of one's portfolio should be in US dollars to hedge currency risk?

Upvote 0

Read Answer Asked by Joe on April 27, 2021

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.63)
  • $18.63 Cap: $804M
  • View CBO Profile
  • View Questions on CBO
• iShares Core Canadian Short Term Bond Index ETF (XSB $27.14)
  • $27.14 P/E (TTM): 43.28X Cap: $3.72B
  • View XSB Profile
  • View Questions on XSB
• iShares Core Canadian Universe Bond Index ETF (XBB $28.59)
  • $28.59 P/E (TTM): 14.62X Cap: $9.81B
  • View XBB Profile
  • View Questions on XBB
• Vanguard Canadian Short-Term Bond Index ETF (VSB $23.61)
  • $23.61 Cap: $1.50B
  • View VSB Profile
  • View Questions on VSB

Q: I am one that is not very fond of Bonds and with their present performance I have decided to sell ETF XBB .
What would be a best ETF as an alternative to XBB in a RRIF account over a five year time frame?

Upvote 0

Read Answer Asked by Terry on April 27, 2021

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: I realize that you do not have a crystal ball however my concern is over the Covid Variants especially the ones in India. There is a suggestion that some of the variants may block the effectiveness of the vaccines. If this becomes a huge issue, I am thinking that the market could be in for another rout. I wonder if sitting in cash is the prudent thing to do and just wait out the current virus situation. The market has gone up allot and I would rather give up a small potential gain over time vs a large drop in a much shorter period of time. Your thoughts?

Upvote 0

Read Answer Asked by Bradley on April 27, 2021

• IDEXX Laboratories Inc. (IDXX $656.73)
  • $656.73 P/E (TTM): 49.42X Cap: $52.29B
  • View IDXX Profile
  • View Questions on IDXX
• Trupanion Inc. (TRUP $26.54)
  • $26.54 P/E (TTM): 75.44X Cap: $1.15B
  • View TRUP Profile
  • View Questions on TRUP
• Chewy Inc. Class A (CHWY $27.42)
  • $27.42 P/E (TTM): 49.42X Cap: $11.37B
  • View CHWY Profile
  • View Questions on CHWY

Q: Peter; Going back to Peter Lynch - everybody has a dog or cat now due to Covid- any way to play this - apparently out here (Vancouver) there are animals dying due to not enough vets. Maybe somebody should do a WELL thing and consolidate vet clinics. Thanks. Rod

Upvote 0

Read Answer Asked by Rodney on April 27, 2021

• Fair Isaac Corporation (FICO $1,409.36)
  • $1,409.36 P/E (TTM): 47.43X Cap: $32.03B
  • View FICO Profile
  • View Questions on FICO

Q: What are you thoughts on FICO as a long term hold? I like their ability to control pricing in an inflationary environment but I'm unsure about the robustness of their core business model.

Upvote 0

Read Answer Asked by Robert on April 27, 2021

• TD International Equity Index ETF (TPE $29.83)
  • $29.83 P/E (TTM): 23.08X Cap: $4.67B
  • View TPE Profile
  • View Questions on TPE

Q: Hi 5i
Can I please get your thoughts on geographic selection for index mutual fund investment?

Working with TD e-Series Funds, monthly contribution, 19 year old just getting started, single fund has been the thought so far.

Choice Range: Canada Index? US Index? International Index(Holds TPE ETF)?
(can go Europe only but I'm guessing you will ward off this selection)

Comments welcome on all aspects.
Thanks
Dave

Upvote 0

Read Answer Asked by David on April 27, 2021

• State Street Consumer Staples Select Sector SPDR ETF (XLP $90.01)
  • $90.01 P/E (TTM): 24.94X Cap: $17.67B
  • View XLP Profile
  • View Questions on XLP
• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $116.86)
  • $116.86 P/E (TTM): 34.95X Cap: $22.40B
  • View XLY Profile
  • View Questions on XLY

Q: Is there any merit in owning both? Doesn't seem to be much overlap.XLY has nearly 40% in Amazon and Tesla. XLP almost 36% with PG, Walmart and Pepsi.Thanks Paul

Upvote 0

Read Answer Asked by Paul on April 27, 2021

• State Street SPDR S&P 500 ETF Trust (SPY $685.99)
  • $685.99 P/E (TTM): 26.17X Cap: $697.29B
  • View SPY Profile
  • View Questions on SPY
• INVESCO QQQ Trust (QQQ $607.29)
  • $607.29 P/E (TTM): 30.22X Cap: $396.74B
  • View QQQ Profile
  • View Questions on QQQ
• iShares Russell 2000 ETF (IWM $261.41)
  • $261.41 P/E (TTM): 17.63X Cap: $77.16B
  • View IWM Profile
  • View Questions on IWM

Q: SPY, QQQ, and IWM HAve what seem to be historically (and ridiculously) attenuated charts especially viewed from a 20 year perspective. Short of using trailing stop loss orders with each of my largely dividend-oriented equity positions, what would you recommend as a defensive strategy? E.G. gradually adding to a laddered IWM put and/or LEAP put position(s)?

Upvote 0

Read Answer Asked by David on April 27, 2021