Investment Q&A

• Teranga Gold Corporation (TGZ $12.33)
  • $12.33 P/E (TTM): 161.61X Cap: $2.06B
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Q: Hi.
Further to my question on Teranga Gold yesterday, if I own the stock, would you consider it a buy, hold or sell based on the earnings only ?

I think a company like TGZ wouldn’t agree to a merger if EDV is trying to “low ball” it .

Thanks,

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Read Answer Asked by ilie on November 12, 2020

• Miscellaneous (MISC)
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Q: Hello,

As it pertains to trading in a TFSA account, I recall an answer to a question where you felt that 4 to 6 trades a month may pass muster with Rev Can.

Is there a way of seeking clarification from the Rev Can so that one is apprised, or does that just draw attention to oneself?

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Read Answer Asked by Kelly on November 12, 2020

• Savaria Corporation (SIS $20.88)
  • $20.88 P/E (TTM): 29.45X Cap: $1.52B
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Q: Please comment on latest Q results & going forward.Txs for u usual great services & views

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Read Answer Asked by Peter on November 12, 2020

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $78.99)
  • $78.99 P/E (TTM): 16.1X Cap: $13.81B
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Q: Can you comment on the latest acquisition by CCL ?

Thanks

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Read Answer Asked on November 12, 2020

• Chartwell Retirement Residences (CSH.UN $18.42)
  • $18.42 P/E (TTM): 86.14X Cap: $5.10B
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Q: Hi

Have owned this for a few years and am almost at break even. i see in one of your responses that there are better companies to own. i was thinking of switching to cca. What do you think about this and do you have any other suggestions.

Thanks
Mike

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Read Answer Asked by Michael on November 12, 2020

• NVIDIA Corporation (NVDA $182.65)
  • $182.65 P/E (TTM): 57.88X Cap: $4.41T
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• QUALCOMM Incorporated (QCOM $147.60)
  • $147.60 P/E (TTM): 14.09X Cap: $157.42B
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• Atlassian Corporation (TEAM $170.05)
  • $170.05 Cap: $44.88B
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• The Trade Desk Inc. (TTD $53.51)
  • $53.51 P/E (TTM): 109.24X Cap: $43.40B
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Q: I have to add US tech exposure (missed the boat) and only 4 percent which translates to $350,000. I already have 60 holding (total portfolio) which is already high but I’m ok with it given the size of my portfolio. Which would you pick? Should I just buy all 4 at 1 percent holding increasing to 64 holdings or pick just 1 or 2?

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Read Answer Asked by Chris on November 12, 2020

• Gamehost Inc. (GH $11.75)
  • $11.75 P/E (TTM): 12.27X Cap: $247M
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Q: What are your thoughts on Gamehost on a going foward basis after Apollo Global Management's recent acquisition of GC?

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Read Answer Asked by Craig on November 12, 2020

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Q: Investing can be such a joy at times (sarcastic). I set a target price to sell GC knowing it had debt/investigation/no dividend, and covid numbers rising. That target price hit on Tuesday and I sold. What a pleasure to wake up Wednesday to see a big jump from a takeover bid. Man did I ever time that perfectly!
Paul...grrrrrrrr :)

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Read Answer Asked by Paul on November 12, 2020

• Canadian National Railway Company (CNR $127.47)
  • $127.47 P/E (TTM): 17.82X Cap: $79.31B
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Q: I bought CN rail shares at ~$115 so I’m happy but it seems like CP may have been a better choice. Which is your preference going forward please?

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Read Answer Asked by Steven on November 12, 2020

• Cargojet Inc. Common and Variable Voting Shares (CJT $102.24)
  • $102.24 P/E (TTM): 13.32X Cap: $1.53B
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Q: I bought some Cargojet shares on the recent pullback. Do you think it’s safe(ish) to park money here?

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Read Answer Asked by Steven on November 12, 2020

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.51)
  • $13.51 P/E (TTM): 16.97X Cap: $1.04B
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Q: I am always looking for the contrarian angle
Preferred shares are being talked about.
Can I purchase an etf? Or do I need to purchase individual shares?
A couple choices would be appreciated.

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Read Answer Asked by Chip on November 12, 2020

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.63)
  • $6.63 P/E (TTM): 20.78X Cap: $715M
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Q: HI there 5 i team:
I have been holding FSZ for a while and it seems that it does not react to the ups and downs of the market , for the last 5 months it seems to be forming a base around 11 cad , do you think there is a good chance it will break to the upside anytime soon ? Thanks

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Read Answer Asked by Alejandro (Alex) on November 12, 2020

• Miscellaneous (MISC)
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• BMO S&P 500 Hedged to CAD Index ETF (ZUE $87.15)
  • $87.15 P/E (TTM): 57.09X Cap: $3.82B
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• BMO S&P 500 Index ETF (ZSP $95.94)
  • $95.94 P/E (TTM): 57.09X Cap: $19.01B
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• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP $65.50)
  • $65.50 P/E (TTM): 57.89X Cap: $12.46B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $44.50)
  • $44.50 P/E (TTM): 5.94X Cap: $18.05B
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• iShares MSCI World Index ETF (XWD $102.30)
  • $102.30 P/E (TTM): 13.1X Cap: $1.25B
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• iShares S&P/TSX 60 Index ETF (XIU $41.97)
  • $41.97 P/E (TTM): 14.6X Cap: $17.59B
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• Vanguard FTSE Canada All Cap Index ETF (VCN $56.97)
  • $56.97 P/E (TTM): 15.34X Cap: $10.28B
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• Vanguard S&P 500 Index ETF (VFV $155.61)
  • $155.61 P/E (TTM): 59.73X Cap: $24.14B
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• Vanguard Global Value Factor ETF (VVL $55.26)
  • $55.26 P/E (TTM): 22.96X Cap: $460M
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• Vanguard Balanced ETF Portfolio (VBAL $34.99)
  • $34.99 P/E (TTM): 20.32X Cap: $3.72B
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• iShares Core Balanced ETF Portfolio (XBAL $31.70)
  • $31.70 P/E (TTM): 14.12X Cap: $2.11B
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Q: I am helping my niece set up with ETF. She is holding the below funds right now. Can you please advise their fees and which ETF would you suggest replacing them with? Is there a site where you can check the mutual fund fees and performance?

PH&N LifeTime 2045 Fund
RBC Canadian Equity Fund
RBC Balanced Fund
BLK Balanced Index
Capital Global Equity
BLK US Equity Index

Thanks for your help
Hector

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Read Answer Asked by Hector on November 12, 2020

• First Solar Inc. (FSLR $187.27)
  • $187.27 P/E (TTM): 15.73X Cap: $19.90B
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• Enphase Energy Inc. (ENPH $32.20)
  • $32.20 P/E (TTM): 27.62X Cap: $4.15B
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Q: Given the probable outcome of the U.S. election and the continued push on green energy what names would you suggest that would benefit the most.

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Read Answer Asked by Gord on November 11, 2020

• Miscellaneous (MISC)
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Q: Hi, Just a general question about Market Call guests. Do they approach BNN about appearing on the show, or does BNN aproach them about coming on the air. It looks like fantastic exposure for attracting business
for the individual and their firm, thanks?

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Read Answer Asked by Pat on November 11, 2020

• Harvest Healthcare Leaders Income ETF (HHL $6.93)
  • $6.93 P/E (TTM): 56.1X Cap: $1.35B
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Q: May I please have your opinion of HHL (Healthcare Leaders Income). Thank you.

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Read Answer Asked by Donna on November 11, 2020

• Chartwell Retirement Residences (CSH.UN $18.42)
  • $18.42 P/E (TTM): 86.14X Cap: $5.10B
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Q: I have owned this stock for a few years now. Does the company have any medium term potential to recover and provide a steady reliable dividend along with some growth or will it continue to languish? In your opinion is the recent price action an opportune time to exit the position?

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Read Answer Asked by Barbara on November 11, 2020

• PayPal Holdings Inc. (PYPL $67.97)
  • $67.97 P/E (TTM): 15.6X Cap: $65.17B
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• Salesforce Inc. (CRM $239.63)
  • $239.63 P/E (TTM): 38.99X Cap: $230.28B
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• Kinaxis Inc. (KXS $202.69)
  • $202.69 P/E (TTM): 416.79X Cap: $5.50B
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $119.22)
  • $119.22 P/E (TTM): 16.17X Cap: $279.33B
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• Atlassian Corporation (TEAM $170.05)
  • $170.05 Cap: $44.88B
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• Veeva Systems Inc. Class A (VEEV $280.25)
  • $280.25 P/E (TTM): 60.01X Cap: $45.71B
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• DocuSign Inc. (DOCU $70.01)
  • $70.01 P/E (TTM): 14.2X Cap: $14.24B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• CrowdStrike Holdings Inc. (CRWD $423.42)
  • $423.42 Cap: $105.93B
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Q: I try to buy best in breed companies or leaders in each sector/industry with the goal of holding for the long term. With the current sell off in high growth tech stocks my buy price alerts in the above companies are starting to get triggered. During times when we get a market sell off or sector rotation, as we may be getting over the next few days or weeks, I like to only buy one or 2 positions per day in order to keep some powder dry if the sell offs continue. If I don't hold positions in any can you rank in order of what you would buy first to last and please feel free to add other companies to this list you feel are good buys. Thanks for all your help.

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Read Answer Asked by Clinton on November 11, 2020

• Safehold Inc. (SAFE $13.72)
  • $13.72 P/E (TTM): 9.64X Cap: $982M
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Q: Can you provide san updated analysis of Safehold (SAFE) including their third quarter earnings report and recent news?

Love this service. Thanks for all you do.

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Read Answer Asked by Kevin on November 11, 2020

Q: The results today seem very good. Can you comment

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Read Answer Asked by Leon on November 11, 2020