Investment Q&A

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $44.52)
  • $44.52 P/E (TTM): 79.95X Cap: $22.17B
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• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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• West Fraser Timber Co. Ltd. (WFG $98.95)
  • $98.95 Cap: $7.85B
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Q: Hi - can you please provide your reasons as to whether you would be a buyers of these three stocks at current prices...or a hold...or sell. For a growth investor (otherwise please ignore other factors such as investor objectives/diversification etc.)

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Read Answer Asked by Doug on January 17, 2022

• Real Matters Inc. (REAL $5.57)
  • $5.57 P/E (TTM): 202.6X Cap: $409M
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Q: Real reports Jan 28th would you consider buying a few shares?

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Read Answer Asked by Gilles on January 17, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.23)
  • $17.23 Cap: $2.36B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Hi,
I’m wondering if you prefer either one in terms of growth. With both having taken losses would now be a good time to buy? I’m considering holdings in each.
Thank you

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Read Answer Asked by David on January 17, 2022

• Costco Wholesale Corporation (COST $968.56)
  • $968.56 P/E (TTM): 55.12X Cap: $429.53B
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• Walmart Inc. (WMT $103.36)
  • $103.36 P/E (TTM): 42.44X Cap: $824.85B
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• Loblaw Companies Limited (L $227.63)
  • $227.63 P/E (TTM): 28.04X Cap: $68.68B
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• Premium Brands Holdings Corporation (PBH $91.86)
  • $91.86 P/E (TTM): 32.61X Cap: $4.12B
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Q: What are currently your two favourite consumer staple companies (either US or Can)?

Thx as always for terrific service

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Read Answer Asked by Brian on January 17, 2022

• TC Energy Corporation (TRP $68.42)
  • $68.42 P/E (TTM): 16.52X Cap: $71.11B
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Q: Goldman Sachs just downgraded TRP to sell. What's your view? Has it gotten too expensive? How would you rate it compared to ENB? I currently own both. Should I perhaps shift my TRP money to ENB?

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Read Answer Asked by John on January 17, 2022

• Amazon.com Inc. (AMZN $222.31)
  • $222.31 P/E (TTM): 34.81X Cap: $2.37T
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Q: Shares of AMZN and some other high priced shares are available at very much lower denomination on the TSX. Do these have a significant hidden cost that would give the clear preference to buying AMZN on the US exchange? Thank you for your answer. Cheers

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Read Answer Asked by Hans on January 17, 2022

• Roku Inc. (ROKU $84.93)
  • $84.93 Cap: $12.51B
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Q: Can you please explain your enthusiasm for ROKU? Every time I think of following your advice and buying I can’t help wondering how long it will be before Google and Amazon and the TV manufacturers squeeze ROKU out. I see it similarly to my reluctance to buy into Bombardier when hey were trying to manufacture jets…it seemed like only a matter of time before “the big boys” (Boeing and Airbus) squeezed them out of the business. And they did.

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Read Answer Asked by Alan on January 17, 2022

• Horizon Therapeutics Public Limited Company (HZNP)
  • P/E (TTM): 41.71X Cap: $26.63B
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Q: Hznp multiples seem reasonable. Is the big share price due to concerns over a big facilities expansion in a new geography (capex)? What's you take please?

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Read Answer Asked by Ken on January 17, 2022

• Citigroup Inc. (C $92.23)
  • $92.23 P/E (TTM): 14.48X Cap: $172.26B
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Q: Given the disappointing earnings and the subsequent drop in share price would C currently provide a opportunistic entry point for total return?
With appreciation.
Ed

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Read Answer Asked by Ed on January 17, 2022

• GLOBAL X FDS (FINX $33.34)
  • $33.34 P/E (TTM): 50.52X Cap: $301M
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• ARK Fintech Innovation ETF (ARKF $53.87)
  • $53.87 P/E (TTM): 113.19X Cap: $1.27B
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Q: I have full positions in banks: Scotia, TD, and a US bank, European bank and South American bank. They all pay generous dividends, and are doing well.
I worry about fintechs ultimately eroding their strengths. Can you recommend an ETF focussed on fintechs?

John

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Read Answer Asked by John on January 17, 2022

• ATS Corporation (ATS $42.68)
  • $42.68 Cap: $4.16B
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• Magna International Inc. (MG $57.67)
  • $57.67 P/E (TTM): 10.5X Cap: $16.52B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $72.91)
  • $72.91 P/E (TTM): 37.08X Cap: $8.47B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.54)
  • $15.54 P/E (TTM): 21.38X Cap: $1.50B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• MEDIFAST INC (MED $12.96)
  • $12.96 Cap: $142M
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• Ultra Clean Holdings Inc. (UCTT $21.63)
  • $21.63 Cap: $980M
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• Reliance Inc. (RS $285.98)
  • $285.98 P/E (TTM): 20.45X Cap: $15.04B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.23)
  • $17.23 Cap: $2.36B
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• Trane Technologies plc (TT $427.03)
  • $427.03 P/E (TTM): 35.7X Cap: $95.02B
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Q: I would appreciate your opinion on your best picks US and Canada as a COVID recovery play for midium term in today's market. Thank you for your great service!

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Read Answer Asked by David on January 17, 2022

• PROSHARES TRUST (EQRR $60.39)
  • $60.39 P/E (TTM): 34.99X Cap: $10M
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Q: Stan Wong recommended EQRR as a good holding during rising interest rates. What is your opinion of this etf?

Thanks very much,

Mike

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Read Answer Asked by Michael on January 17, 2022

• Miscellaneous (MISC)
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Q: Are ADRs on the on the US stock market taxed differently than US stocks, that is, is there NO 15% withholding tax applied to the dividends. Thanks … Cal

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Read Answer Asked by cal on January 17, 2022

• Suncor Energy Inc. (SU $53.91)
  • $53.91 P/E (TTM): 10.92X Cap: $66.17B
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• CAE Inc. (CAE $39.78)
  • $39.78 P/E (TTM): 31.54X Cap: $12.74B
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• Enghouse Systems Limited (ENGH $22.71)
  • $22.71 P/E (TTM): 16.05X Cap: $1.25B
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• Kinaxis Inc. (KXS $194.10)
  • $194.10 P/E (TTM): 443.98X Cap: $5.45B
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• Magna International Inc. (MG $57.67)
  • $57.67 P/E (TTM): 10.5X Cap: $16.52B
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• goeasy Ltd. (GSY $186.00)
  • $186.00 P/E (TTM): 12.26X Cap: $3.06B
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• Leon's Furniture Limited (LNF $28.16)
  • $28.16 P/E (TTM): 11.94X Cap: $1.92B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.23)
  • $17.23 Cap: $2.36B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Quipt Home Medical Corp. (QIPT $3.10)
  • $3.10 Cap: $134M
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Q: Hello Peter and Team

I have above stocks in my TFSA account. I am down CAE 10%, NVEI 47%, ENGH 17%, KXS 24%, LSPD 12%, QIPT 18%.

Normally I will consider all of them as good growth stocks but with the rotation now hapening in the market, I am wondering if I should keep them for the next 12 months or I should switch to more value stocks.

I value you opinion

Raouf

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Read Answer Asked by Raoul on January 17, 2022

• VIQ Solutions Inc. (VQS $0.22)
  • $0.22 Cap: $11M
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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• CTS Corporation (CTS $38.41)
  • $38.41 P/E (TTM): 18.45X Cap: $1.13B
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• Atlantic Power Corporation (Canada) (AT $3.02)
  • $3.02 P/E (TTM): 5.29X Cap: $271M
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• Stewart Information Services Corporation (STC $67.90)
  • $67.90 P/E (TTM): 26.02X Cap: $1.83B
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Q: The other day you listed CTS, AT, XBC, STC, AURG, VQS as growth stocks to look at. From the above list which two intrest you the most?

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Read Answer Asked by Brian on January 17, 2022

• Bank of Montreal (BMO $154.72)
  • $154.72 P/E (TTM): 13.67X Cap: $111.71B
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• Sun Life Financial Inc. (SLF $84.91)
  • $84.91 P/E (TTM): 15.3X Cap: $48.26B
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Q: Which would you suggest for a financial growth play in a 3-5 year hold? BMO or SLF?? Thanks

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Read Answer Asked by Dennis on January 17, 2022

• WELL Health Technologies Corp. (WELL $4.75)
  • $4.75 Cap: $1.18B
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• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $53.19)
  • $53.19 P/E (TTM): 30.95X Cap: $2.07B
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Q: Whats your outlook for both of these companies.

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Read Answer Asked by Todd on January 17, 2022

• Goodfood Market Corp. (FOOD $0.17)
  • $0.17 Cap: $16M
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• Novavax Inc. (NVAX $7.58)
  • $7.58 P/E (TTM): 2.45X Cap: $1.06B
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• Galaxy Digital Inc. Class A common stock (GLXY $37.54)
  • $37.54 Cap: $13.01B
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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 suggest averaging NVAX at todays price?
I have TFSA room of $6000, and have some FOOD. Should I average down FOOD($13.2) or buy position in AT vs LSPD vs GLXY for exposure in crypto world?
Thank you

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Read Answer Asked by Rahul on January 17, 2022

• Miscellaneous (MISC)
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Q: Re the question by Rodney on 14 Jan about Ft. McMurray oil getting to the East Coast Refineries. No Canadian western oil ever gets to the East Coast refineries. There is no pipeline. East Coast refineries use primarily foreign oil such as from Saudi Arabia. ENB does provide oil to the Sault Ste. Marie refinery.

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Read Answer Asked by Earl on January 17, 2022

• Lucero Energy Corp Com (PSH)
  • P/E (TTM): -4.7X Cap: $441M
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Q: Hi Peter
PSH is up around 27% today. Last evening it announced appointment of a new management team and board appointment which are first class and have created shareholder value according to the news release, most recently at TORC. This all looks good but would you wait a bit and let the stock settle in before investing in it?
Thanks Ron

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Read Answer Asked by Ron on January 17, 2022