Investment Q&A

Q: After many years I still remember when gold was a great investment until the day arrived and it was not. Also silver was hot (remember the Hunt brothers?) The memory lingers because I lost a few dollars in the process.
Since then I have stayed clear of precious metals however perhaps the time has arrived (late of course) when I should reconsider a small step back into the arena.
Do you believe FNV may have a chance of restoring by belief in the future (five years) of the precious metal market? In other words should I take a small position or wait for the next shoe to drop?
Thanks

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Read Answer Asked by DAVID on August 31, 2020

• Chegg Inc. (CHGG $0.95)
  • $0.95 Cap: $103M
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Q: Could you please give me your thoughts on Chgg looking out for the next one to two year period.

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Read Answer Asked by John on August 31, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
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Q: Any reason(s) for the recent surge for Lspd reaching $46.92(new 1yr H) on Aug 28.Please provide your comments & outlook.Txs for u usual great services & views

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Read Answer Asked by Peter on August 31, 2020

• Lantronix Inc. (LTRX $5.09)
  • $5.09 Cap: $199M
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Q: I received shares of US-based Lantronix when they purchased Canadian-based Intrinsyc Technologies in January of this year. Since then I have held on to all my shares in Lantronix and they are performing well despite COVID-19. What is your thoughts about Lantronix shares going forward?

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Read Answer Asked by Charles on August 31, 2020

• Bristol-Myers Squibb Company (BMY $45.62)
  • $45.62 P/E (TTM): 17.11X Cap: $92.85B
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• General Motors Company (GM $68.67)
  • $68.67 P/E (TTM): 10.6X Cap: $65.37B
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• Equitable Holdings Inc. (EQH $48.33)
  • $48.33 P/E (TTM): 38.42X Cap: $14.64B
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• Voya Financial Inc. (VOYA $73.26)
  • $73.26 P/E (TTM): 14.6X Cap: $7.09B
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Q: Hi Guys,
I would like your expert opinion on the following stocks, VOYA, BMY, GM and EQH. My portfolio contains a combination of growth and income stocks. Would you consider the aforementioned to be buys, holds or sells?

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Read Answer Asked by Bob on August 31, 2020

• Miscellaneous (MISC)
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Q: Hi guys
Over the long term, do share buybacks not destroy companies value, as it results in negative " Total shareholder Equity"
Maybe General Electric, would be a good example ? but on the other hand McDonalds also employs this strategy, and they are a great company i think, could you offer your opinion on this issue.
Thanks

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Read Answer Asked by Gordon on August 31, 2020

• Virgin Galactic Holdings, Inc. (SPCE $3.82)
  • $3.82 Cap: $240M
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Q: Hello Team,
Could you give me some analysis on this company and is it a buy in your opinion.
Thank You,
Barry

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Read Answer Asked by Barry on August 31, 2020

• BMO International Dividend ETF (ZDI $27.81)
  • $27.81 P/E (TTM): 23.24X Cap: $673M
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.42)
  • $46.42 P/E (TTM): 5.86X Cap: $3.17B
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Q: Would a combination of VEE and ZDI cover off the international portion of a portfolio? Long term holds for diversification, growth and some income. Thanks Ron

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Read Answer Asked by Ronald on August 31, 2020

• Freeport-McMoRan Inc. (FCX $41.73)
  • $41.73 P/E (TTM): 31.72X Cap: $59.91B
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Q: Hello, inflation has been in the spotlight lately.
1) What kind of stocks would ward off inflation?
2) Are metal stocks good for fighting inflation, and which stocks
would you recommend?
3) What kind of stocks would suffer the most from inflation?

Thanks

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Read Answer Asked by Esther on August 31, 2020

• PayPal Holdings Inc. (PYPL $67.93)
  • $67.93 P/E (TTM): 14.95X Cap: $63.55B
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• Visa Inc. (V $345.03)
  • $345.03 P/E (TTM): 33.33X Cap: $669.33B
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Q: Over the years I have built up our position in V, to the point that today I have 4X more invested with V than PYPL, all within an overall appropriate allocation. Would you advise to rebalance between the two, with a view to long term growth - more like 50-50, or what would you advise?

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Read Answer Asked by sam on August 31, 2020

• Allied Properties Real Estate Investment Trust (AP.UN $15.26)
  • $15.26 Cap: $1.95B
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Q: On August 26 you recommended that Maria could consider AP.UN as a reit because of its data centre exposure. Could you explain what you meant?
Thanks

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Read Answer Asked by Mary on August 31, 2020

• Martello Technologies Group Inc. (MTLO $0.01)
  • $0.01 Cap: $5M
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Q: Could you help me interpret the Q release? Revenue is up but is it less than shareholders expected? Thoughts on the GSX Gizmo aquisition, is it looking like a significant growth area? Do you support their claim; to be a leading vendor in the enterprise DEM market.
Are they gaining traction?

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Read Answer Asked by Harry on August 28, 2020

• Delta Air Lines Inc. (DAL $57.12)
  • $57.12 P/E (TTM): 8.28X Cap: $37.29B
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• Southwest Airlines Company (LUV $30.09)
  • $30.09 P/E (TTM): 46.81X Cap: $15.56B
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• Air Canada Voting and Variable Voting Shares (AC $18.24)
  • $18.24 P/E (TTM): 4.92X Cap: $5.40B
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Q: Hi 5i gang,
I suspect that travel-related stocks are at their bottoms or nearly so. My impression is that airlines will be first sub-sector to rally, especially if the U.S. government goes ahead and sends them big stimulus checks that are being rumoured about these days. Given this context, which airline companies in your opinion have the best prospects of returning to their prior Covid-19 levels?
Robert

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Read Answer Asked by Robert on August 28, 2020

• Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR $10.14)
  • $10.14 Cap: $495M
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• Purpose High Interest Savings Fund (PSA $50.00)
  • $50.00 Cap: $3.24B
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• Vanguard Canadian Short-Term Bond Index ETF (VSB $23.59)
  • $23.59 Cap: $1.39B
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• Vanguard Conservative Income ETF Portfolio (VCIP $27.27)
  • $27.27 P/E (TTM): 0.01X Cap: $260M
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Q: What is your opinion on using VCIP as a 'slightly riskier than cash' investment vehicle for a holding period of 6-12 months? It is obviously riskier than HISAs/GICs/PSA, but do you think it is riskier than XSB/VSB/HFR? There is an equity component to VCIP, but given its greater diversification compared to XSB/VSB/HFR, I wonder if, paradoxically, it might actually be 'safer'. I note that when the pandemic hit, even VSB/HFR fell quite precipitously. Would you advocate a mix of VCIP/VSB/HFR instead? If so, how would you weight the three? Thank you.

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Read Answer Asked by Walter on August 28, 2020

• Manulife Financial Corporation (MFC $44.97)
  • $44.97 P/E (TTM): 14.35X Cap: $76.38B
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• Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B $0.10)
  • $0.10 Cap: $18M
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• Freehold Royalties Ltd. (FRU $14.17)
  • $14.17 P/E (TTM): 18.3X Cap: $2.32B
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Q: I would like to buy these 3 companies and like to have your opinion

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Read Answer Asked by STEVE on August 28, 2020

• kneat.com inc. (KSI $5.26)
  • $5.26 Cap: $499M
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Q: Can you comment on the recent quarterly results and the company's prospects moving forward?

Peter

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Read Answer Asked by Peter on August 28, 2020

• iShares S&P/TSX Composite High Dividend Index ETF (XEI $30.90)
  • $30.90 P/E (TTM): 4.94X Cap: $2.50B
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• iShares Diversified Monthly Income ETF (XTR $11.64)
  • $11.64 P/E (TTM): 19.12X Cap: $360M
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Q: Which of these would you prefer today and why. Retired, need income and a bit of growth.

Cheers

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Read Answer Asked by kelly on August 28, 2020

• Teladoc Health Inc. (TDOC $8.74)
  • $8.74 Cap: $1.54B
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Q: any thoughts on this one. Had a qreat quarter but the acquisition seems to be causing a bit of volatility?

Your thoughts - buy on this dip?

Cheers

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Read Answer Asked by kelly on August 28, 2020

• SmartCool Systems Inc. (SSC)
  • P/E (TTM): -44.3X Cap: $10M
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Q: Can you tell me what is going on with this Company. It has been halted for some time. What is the problem. Thanks RAK.

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Read Answer Asked by bob on August 28, 2020

• RB Global Inc. (RBA $140.53)
  • $140.53 P/E (TTM): 52.85X Cap: $26.22B
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Q: Hi,
What is your opinion of this company ?

Thanks.

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Read Answer Asked by Rachel on August 28, 2020