Investment Q&A

• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $60.83)
  • $60.83 P/E (TTM): 65.07X Cap: $454M
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• Harvest Healthcare Leaders Income ETF (HHL $6.91)
  • $6.91 P/E (TTM): 56.1X Cap: $1.35B
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Q: Hi Peter, Ryan, and Team,

If one doesn't need the income that HHL provides, and can buy and sell XHC commission-free, but not HHL, how would you rank these two ETFs? XHC appears to have a better long-term chart.

Thanks as always for your valued advice.

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Read Answer Asked by Jerry on November 23, 2021

• NVIDIA Corporation (NVDA $179.42)
  • $179.42 P/E (TTM): 58.06X Cap: $4.34T
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• AbbVie Inc. (ABBV $196.30)
  • $196.30 P/E (TTM): 84.27X Cap: $350.75B
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• Enbridge Inc. (ENB $64.62)
  • $64.62 P/E (TTM): 23.56X Cap: $140.39B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $44.52)
  • $44.52 P/E (TTM): 78.96X Cap: $22.35B
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• goeasy Ltd. (GSY $186.00)
  • $186.00 P/E (TTM): 11.92X Cap: $3.07B
  • View GSY Profile
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• Brookfield Infrastructure Partners L.P. (BIP.UN $42.51)
  • $42.51 P/E (TTM): 522.13X Cap: $27.83B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $11.91)
  • $11.91 P/E (TTM): 26.77X Cap: $3.48B
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• Telecom Italia S.P.A. New (TI)
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• Global Compliance Applications Corp (APP $0.01)
  • $0.01 Cap: $1M
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• Digital Turbine Inc. (APPS $4.65)
  • $4.65 Cap: $581M
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Q: Good day. This is a follow up question to a couple of previous questions related to my daughter's TFSA account with a 5+ year hold period, moderate risk with growth and dividend prospects, Based on your responses she holds the companies mentioned in her portfolio. Based on her weightings she has enough cash left to invest in one more equity. She is considering adding either T, TIXT or LNF. In your opinion which if any would be the best choice and do you have an alternate selection and perhaps a comment on the portfolio? Thanks for your learned guidance.

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Read Answer Asked by Robert on November 23, 2021

• Sangoma Technologies Corporation (STC $8.01)
  • $8.01 Cap: $266M
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• Veeva Systems Inc. Class A (VEEV $282.65)
  • $282.65 P/E (TTM): 60.57X Cap: $45.99B
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• The Trade Desk Inc. (TTD $89.58)
  • $89.58 P/E (TTM): 109.46X Cap: $44.02B
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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• WELL Health Technologies Corp. (WELL $4.75)
  • $4.75 Cap: $1.17B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.23)
  • $17.23 Cap: $2.36B
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• Pinterest Inc. Class A (PINS $39.10)
  • $39.10 P/E (TTM): 14.21X Cap: $26.45B
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• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X Cap: $1.19B
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• Magnite Inc. (MGNI $22.48)
  • $22.48 P/E (TTM): 103.09X Cap: $3.15B
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• Palantir Technologies Inc. (PLTR $179.54)
  • $179.54 P/E (TTM): 698.52X Cap: $423.69B
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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Q: Hi,
Last year around this time, you were asked to guess a few names in the US or CDN Market that had 100 bagger potential. Some of the names mentioned were WELL, TTD, LSPD, XBC, MGNI, PLTR, VEEV, PINS, KRR, & STC. Just wondering if there were any names you would add or delete from this list? I realize identifying the next 100 bagger is next to impossible, just for some fun.
Thanks

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Read Answer Asked by Curtis on November 23, 2021

• Apple Inc. (AAPL $213.25)
  • $213.25 P/E (TTM): 31.67X Cap: $3.01T
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• Alphabet Inc. (GOOG $196.92)
  • $196.92 P/E (TTM): 21.85X Cap: $2.36T
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• The Walt Disney Company (DIS $115.17)
  • $115.17 P/E (TTM): 24.36X Cap: $212.70B
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Q: I currently am not set up to invest in US stocks. What do you think about the 10 CDR stocks currently listed on the TSX? If you like that vehicle, are there any in that group that you like more than others?

This would be a 2 credit question.

Thanks

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Read Answer Asked by Dave on November 23, 2021

• Lockheed Martin Corporation (LMT $434.85)
  • $434.85 P/E (TTM): 23.79X Cap: $99.97B
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• Methanex Corporation (MX $45.98)
  • $45.98 P/E (TTM): 11.2X Cap: $3.12B
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Q: Where do you see Methanex and LMT going forward?
Do you still see them as a good hold for the next 2 years?

Thank you

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Read Answer Asked by Kristelle on November 23, 2021

• Amazon.com Inc. (AMZN $222.31)
  • $222.31 P/E (TTM): 34.47X Cap: $2.27T
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• Mastercard Incorporated (MA $569.13)
  • $569.13 P/E (TTM): 39.96X Cap: $511.70B
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• Visa Inc. (V $339.74)
  • $339.74 P/E (TTM): 34.39X Cap: $654.59B
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Q: Looking to buy one or both of these companies in light of recent weakness, this would either be for a taxable account or an RRSP (have some room in both for a new position). Would you hold off for now? Which would you buy first and what would you consider an attractive price? Thank you.

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Read Answer Asked by Barbara on November 23, 2021

• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $30.91)
  • $30.91 P/E (TTM): 522.13X Cap: $20.49B
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Q: Hi could you please give me your opinion on the recent slide in this stock .
Kind regards
Stanley

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Read Answer Asked by Stan on November 23, 2021

Q: What are your thoughts on investing in a crypto etf?

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Read Answer Asked by Maria on November 23, 2021

Q: Can U recommend a good book to explain transferring a RRSP to a RIFF
THANKS RON

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Read Answer Asked by RON on November 23, 2021

• iShares MSCI China ETF (MCHI $58.36)
  • $58.36 P/E (TTM): 4.1X Cap: $7.14B
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Q: I’m considering a pure play China ETF. Have no exposure to any eastern market in my portfolio.
As a #2 and potentially future #1 economy it makes a compelling long term investment.
Thoughts and suggestions are appreciated.
Thank you

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Read Answer Asked by Larry on November 23, 2021

• Keysight Technologies Inc. (KEYS $160.75)
  • $160.75 P/E (TTM): 37.87X Cap: $27.66B
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Q: Can I please have your thoughts and analysis on Keysight's recently announced earnings. Any comments you have would be appreciated and do you see good things for this company going forward. Thank You.

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Read Answer Asked by Brian on November 23, 2021

• NVIDIA Corporation (NVDA $179.42)
  • $179.42 P/E (TTM): 58.06X Cap: $4.34T
  • View NVDA Profile
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• goeasy Ltd. (GSY $186.00)
  • $186.00 P/E (TTM): 11.92X Cap: $3.07B
  • View GSY Profile
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Q: Which company has the most upside. If you could only buy one which one would you prefer.

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Read Answer Asked by don on November 23, 2021

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $212.82)
  • $212.82 P/E (TTM): 97.92X Cap: $227.24B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.23)
  • $17.23 Cap: $2.36B
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Q: Would you take some profit from shop and sell 1/2 your shares? Is LSPD going to bounce back or is it time to sell? Cheers Brian

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Read Answer Asked by Brian on November 23, 2021

Q: In the forums section there is a discussion on how much trading in a TFSA might cause the CRA to consider the activity as carrying on a business. I know you cannot get a straight answer from CRA but I'm curious if you guys have any knowledge of a DIY investor/trader (not a financial industry employee or someone holding a private corp in their TFSA) running into problems because they were trading excessively in their TFSA. The media has warned us what might happen or could happen but has it actually happened to anyone that you are aware of?

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Read Answer Asked by Rob on November 23, 2021

• Alphabet Inc. (GOOG $196.92)
  • $196.92 P/E (TTM): 21.85X Cap: $2.36T
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• NVIDIA Corporation (NVDA $179.42)
  • $179.42 P/E (TTM): 58.06X Cap: $4.34T
  • View NVDA Profile
  • View Questions on NVDA
• AbbVie Inc. (ABBV $196.30)
  • $196.30 P/E (TTM): 84.27X Cap: $350.75B
  • View ABBV Profile
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• Xylem Inc. New (XYL $143.62)
  • $143.62 P/E (TTM): 38.81X Cap: $34.95B
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• Jacobs Solutions Inc. (J $146.95)
  • $146.95 P/E (TTM): 38.76X Cap: $17.44B
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Q: I plan to contribute some money ($50K) into RRSP and split between CAD and USD stocks. The time horizon is around 5-10 years. But it is always good to see some short term gain. Can you please provide ~ 5 stocks each (currency) to invest?

Thank you,

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Read Answer Asked by Yiwen on November 23, 2021

• iShares Global Monthly Dividend Index ETF (CAD-Hedged) (CYH $23.09)
  • $23.09 P/E (TTM): 25.94X Cap: $155M
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• Brompton Global Dividend Growth ETF (BDIV $22.72)
  • $22.72 P/E (TTM): 59.78X Cap: $100M
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• TD Active Global Enhanced Dividend ETF (TGED $28.42)
  • $28.42 P/E (TTM): 66.31X Cap: $1.16B
  • View TGED Profile
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• BMO Global High Dividend Covered Call ETF (ZWG $30.88)
  • $30.88 P/E (TTM): 41.83X Cap: $272M
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Q: Plz suggest three high-dividend paying GLOBAL etfs based in Canada but excluding Canadian companies.

Thx

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Read Answer Asked by roger on November 23, 2021

• Agilent Technologies Inc. (A $113.23)
  • $113.23 P/E (TTM): 28.29X Cap: $32.16B
  • View A Profile
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Q: Can you comment on their latest earnings report and valuation? Stock is down after hours and am wondering if this is a decent entry point. Thanks

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Read Answer Asked by Michael on November 23, 2021

• Descartes Systems Group Inc. (The) (DSG $142.59)
  • $142.59 P/E (TTM): 63.41X Cap: $12.72B
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• Kinaxis Inc. (KXS $194.10)
  • $194.10 P/E (TTM): 437.0X Cap: $5.80B
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Q: 2 of u favourities,DSG & KXS have a terrific run,with each hitting recent new highs. Is it time to take some profit. Q4 is said to be usually good for tech,but this time around there is a threat of a potential rate hike.While Powell re nomination is largely welcomed by the markets he is perceived to be more hawkish than Brainard,the other candidate,. As a result the tech sector in US & canada were hit hard today including DSG & KXSW.As well DJ only
gained 17 points after earlier gains of some 300 points..U valued opinion is appreciated.Txs for u usual great services & views.

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Read Answer Asked by Peter on November 23, 2021

Q: In a question today you mentioned that this week is peak tax loss selling time (for Canada).

Does the US have the same "tax loss selling" phenomena at the same time of year? If not the same time, when does their "tax loss selling" season peak?

Thanks, Paul

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Read Answer Asked by Paul on November 23, 2021

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $41.63)
  • $41.63 P/E (TTM): 0.16X Cap: $2.69B
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• Vanguard Total International Stock (VXUS $69.71)
  • $69.71 P/E (TTM): 0.45X Cap: $93.92B
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• SPDR EURO Stoxx 50 ETF (FEZ $58.51)
  • $58.51 P/E (TTM): 24.3X Cap: $4.68B
  • View FEZ Profile
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• iShares Latin America 40 ETF (ILF $25.41)
  • $25.41 P/E (TTM): 12.38X Cap: $1.65B
  • View ILF Profile
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Q: Do you have some suggestions for ETFs that have the following characteristics, with a very long-term hold in mind:

- do not include Canadian or US stocks
- could be focused on Europe or Latin America
- could be focused on Asia, preferably with little or (better yet) no exposure to Chinese stocks
- could be focused on other geographic areas you think have excellent potential

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Read Answer Asked by Doug on November 22, 2021