Investment Q&A

• Royal Bank of Canada (RY $232.14)
  • $232.14 P/E (TTM): 16.23X Cap: $332.14B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $135.14)
  • $135.14 P/E (TTM): 11.22X Cap: $226.98B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $105.06)
  • $105.06 P/E (TTM): 25.56X Cap: $128.03B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Bank of Montreal (BMO $203.64)
  • $203.64 P/E (TTM): 16.06X Cap: $143.56B
  • View BMO Profile
  • View Questions on BMO

Q: I do not have any of the Canadian Banks but would like to add one. Kindly advise which you would choose.
Thank You!
Bryan

Upvote 0

Read Answer Asked by Bryan on December 07, 2020

• Defiance Silver Corp. (DEF $0.35)
  • $0.35 Cap: $127M
  • View DEF Profile
  • View Questions on DEF

Q: Would appreciate your evaluation.Great chart pattern from June to now with higher highs and higher lows,Thanks.
Gaston.

Upvote 0

Read Answer Asked by Gaston on December 07, 2020

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.85)
  • $13.85 P/E (TTM): 6.96X Cap: $1.06B
  • View CPD Profile
  • View Questions on CPD

Q: Wondering what the future holds in the way of capital appreciation for CPD? What will increase the value of CPD, like sentiment or change in economic cycle or something else?....Thanks....Tom

Upvote 0

Read Answer Asked by Tom on December 07, 2020

• Cygnus Metals Limited (DCMC $0.21)
  • $0.21 Cap: $234M
  • View DCMC Profile
  • View Questions on DCMC

Q: Do you have any financial or other information on this Co?
Thanks, Del

Upvote 0

Read Answer Asked by Del on December 07, 2020

• Twist Bioscience Corporation (TWST $48.71)
  • $48.71 Cap: $3.03B
  • View TWST Profile
  • View Questions on TWST

Q: Greetings,

my tech friends rarely pile into anything but they are all saying the technology developed by TWST is a game changer in the data storage, preservation, archival, retrieval, etc area with the potential to have huge impact on AI. YOur thoughts. it certainly has run up. Will the growth continue?

Cheers

Upvote 0

Read Answer Asked by kelly on December 07, 2020

• iShares S&P GSCI Commodity-Indexed Trust (GSG $25.62)
  • $25.62 Cap: $781M
  • View GSG Profile
  • View Questions on GSG

Q: Are there ETF's or Mutual Funds on the market that focus on commodities internationally (excluding gold)? Which would you find are top performers? Thank you

Upvote 0

Read Answer Asked by Mark on December 07, 2020

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

Q: In calculating the weightings of individual equity holdings, I use only my total equity holdings as the denominator and ignore bonds. Outside of Canada, my equity exposure is held in international ETFs, and I include these in the total equity when making the above calculation. Do you think that's the right approach? I go back and forth on whether to remove the ETFs from the calculation.

Thanks.

Upvote 0

Read Answer Asked by Alan on December 07, 2020

• Greenlane Renewables Inc. (GRN $0.25)
  • $0.25 P/E (TTM): 22.5X Cap: $38M
  • View GRN Profile
  • View Questions on GRN

Q: Can you give me your opinion on this company. Thanks

Upvote 0

Read Answer Asked by Bill on December 07, 2020

• Nomad Royalty Company Ltd. (NSR $9.67)
  • $9.67 P/E (TTM): 572.39X
  • View NSR Profile
  • View Questions on NSR

Q: What do you think of Yamanas sale of $25m nsr.
Thanks Phil

Upvote 0

Read Answer Asked by philip on December 07, 2020

• Mattr Corp. (MATR $8.64)
  • $8.64 P/E (TTM): 15.0X Cap: $528M
  • View MATR Profile
  • View Questions on MATR
• Firan Technology Group Corporation (FTG $21.10)
  • $21.10 P/E (TTM): 62.38X Cap: $533M
  • View FTG Profile
  • View Questions on FTG
  • View Reports on FTG
• Dexterra Group Inc. (DXT $13.28)
  • $13.28 P/E (TTM): 19.8X Cap: $810M
  • View DXT Profile
  • View Questions on DXT

Q: All the three companies have had large insider buying activities since the start of the pandemic. Do you think they are good buys now?
Thanks.

Upvote 0

Read Answer Asked by Liping on December 07, 2020

• Amazon.com Inc. (AMZN $207.92)
  • $207.92 P/E (TTM): 28.63X Cap: $2.26T
  • View AMZN Profile
  • View Questions on AMZN
• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $148.05)
  • $148.05 P/E (TTM): 19.93X Cap: $351.65B
  • View BABA Profile
  • View Questions on BABA
• MercadoLibre Inc. (MELI $1,740.88)
  • $1,740.88 P/E (TTM): 45.51X Cap: $89.61B
  • View MELI Profile
  • View Questions on MELI
• JD.com Inc. (JD $26.98)
  • $26.98 P/E (TTM): 7.06X Cap: $40.02B
  • View JD Profile
  • View Questions on JD
• Shopify Inc. (SHOP $125.94)
  • $125.94 P/E (TTM): 127.25X Cap: $156.69B
  • View SHOP Profile
  • View Questions on SHOP
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.89)
  • $12.89 Cap: $1.72B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: Good morning
If I want to add to each of those positions which one would you chose considering actual valuation and future potential
Thanks
CDJ

Upvote 0

Read Answer Asked by claude on December 07, 2020

• Toronto-Dominion Bank (The) (TD $135.14)
  • $135.14 P/E (TTM): 11.22X Cap: $226.98B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $105.06)
  • $105.06 P/E (TTM): 25.56X Cap: $128.03B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

Q: Looking for the better bank; TD or BNS? Core holding, long term in a registered account

Upvote 0

Read Answer Asked by Harry on December 07, 2020

• Descartes Systems Group Inc. (The) (DSG $92.84)
  • $92.84 P/E (TTM): 37.49X Cap: $7.60B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG

Q: Recently in a trading range. After strong Q,it went up sharply,but dropped back almost the same amount the next day.Any reasons? Is it timely to start a position? Txs for u usual great services & advices,

Upvote 0

Read Answer Asked by Peter on December 07, 2020

• Royal Bank of Canada (RY $232.14)
  • $232.14 P/E (TTM): 16.23X Cap: $332.14B
  • View RY Profile
  • View Questions on RY
• National Bank of Canada (NA $192.41)
  • $192.41 P/E (TTM): 17.65X Cap: $73.85B
  • View NA Profile
  • View Questions on NA

Q: Hi Team:
I currently own about 2+% RY and 1+% of NA, I wonder if I should add more bank holdings. Also, what is your ranking of the 5 banks. Please take as many points as appropriate.

Thank you.

LL

Upvote 0

Read Answer Asked by LOUISA on December 07, 2020

• Enghouse Systems Limited (ENGH $17.64)
  • $17.64 P/E (TTM): 12.77X Cap: $947M
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH

Q: Recently in a trading range,then starting to trend down.What are the estimates for eps & revenue for the next Q,expected on Dec 9.Is this a buy?Do you prefer DSG?Txs for u usual great services & views.

Upvote 0

Read Answer Asked by Peter on December 07, 2020

• NVIDIA Corporation (NVDA $184.89)
  • $184.89 P/E (TTM): 47.53X Cap: $4.75T
  • View NVDA Profile
  • View Questions on NVDA
• NIO Inc. American depositary shares each representing one Class A (NIO $5.09)
  • $5.09 Cap: $11.65B
  • View NIO Profile
  • View Questions on NIO

Q: What's your take on Nvda and Nio ?
Would you buy either of these companies today.

Thanks,
John

Upvote 0

Read Answer Asked by John on December 07, 2020

• BCE Inc. (BCE $35.14)
  • $35.14 P/E (TTM): 5.36X Cap: $32.67B
  • View BCE Profile
  • View Questions on BCE
• TELUS Corporation (T $18.72)
  • $18.72 P/E (TTM): 25.83X Cap: $28.78B
  • View T Profile
  • View Questions on T

Q: Which company do you prefer for some growth
And sustainable dividend for the next 3 to 5 years
Or do you have another fav in this area
Thanks

Upvote 0

Read Answer Asked by Sam on December 07, 2020

Q: In my self administered TFSA I’m invested about 50% in US equities/50%CND equities.

So whenever I’m buying or selling a US stock I have to deal with currency conversions as well as trading fees.

Am I allowed to have a Self directed US dollar TFSA thru Invest Direct at CIBC and linked to US dollar account held at the same bank? My local CIBC guy says no. Seems RBC allows it. Thanks for your appreciated guidance!!

Upvote 0

Read Answer Asked by Rob on December 07, 2020

• Constellation Software Inc. (CSU $2,607.72)
  • $2,607.72 P/E (TTM): 56.43X Cap: $52.12B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: I hold CSU shares in a taxable account at a purchase cost of $80 per share ( Thank you 5i ). Will the spin off of Tropicus shares be deemed as a disposition by the CRA and subject to capital gains tax ?

Thanks, Tim.

Upvote 0

Read Answer Asked by tim on December 07, 2020

• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $40.08)
  • $40.08 P/E (TTM): 60.02X Cap: $18.16B
  • View BIP Profile
  • View Questions on BIP

Q: Do you see BIP.Un and WSP as similar in terms of what they do and performance in a re open global economy? WSP is too rich for me but BIP has an entry point I am comfortable with. Registered account with 7-10 year horizon

Upvote 0

Read Answer Asked by Harry on December 07, 2020