Investment Q&A

• BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ $29.71)
  • $29.71 P/E (TTM): 39.91X Cap: $931M
  • View ZEQ Profile
  • View Questions on ZEQ
• iShares MSCI Europe IMI Index ETF (CAD-Hedged) (XEH $35.85)
  • $35.85 P/E (TTM): 29.77X Cap: $258M
  • View XEH Profile
  • View Questions on XEH
• Vanguard FTSE Developed Europe All Cap Index ETF (VE $42.70)
  • $42.70 P/E (TTM): 31.06X Cap: $418M
  • View VE Profile
  • View Questions on VE

Q: Hi which of these 3 ETF'S would you recommend for exposure to European markets ZEQ,VE,XEH, could you list them in your preference.
Thank you for your service
James

Upvote 0

Read Answer Asked by James on March 16, 2021

• Optiva Inc. (OPT $0.50)
  • $0.50 Cap: $3M
  • View OPT Profile
  • View Questions on OPT

Q: What are your thoughts on this company? I have a small position in this company that I want to either double up or sell.

Upvote 0

Read Answer Asked by Brendon on March 16, 2021

• International Wastewater Solutions (IWS)
  • View IWS Profile
  • View Questions on IWS
• iShares S&P Mid-Cap 400 Value ETF (IJJ $126.62)
  • $126.62 P/E (TTM): 41.06X Cap: $7.82B
  • View IJJ Profile
  • View Questions on IJJ

Q: Hi Peter & Team
which of these two mid cap value ETF would you choose and why?
IJJ & IWS
I can see IJJ has out-performed a bit more over the last year.
I am looking for a five year hold in my TFSA.
This would be around 20% of my holdings with 80% in growth (ARKK, ARKF and Cdn growth stocks.
Thanks, Ron

Upvote 0

Read Answer Asked by Ron on March 16, 2021

• Ford Motor Company (F $11.49)
  • $11.49 P/E (TTM): 14.69X Cap: $46.08B
  • View F Profile
  • View Questions on F
• General Motors Company (GM $56.92)
  • $56.92 P/E (TTM): 8.62X Cap: $54.32B
  • View GM Profile
  • View Questions on GM
• Linamar Corporation (LNR $71.76)
  • $71.76 P/E (TTM): 20.7X Cap: $4.34B
  • View LNR Profile
  • View Questions on LNR
• Volkswagen AG (Germany Fed. Rep.) ADR (Sponsored) (VLKAY $32.01)
  • $32.01 P/E (TTM): 0.31X Cap: $94.45B
  • View VLKAY Profile
  • View Questions on VLKAY
• Magna International Inc. (MGA $44.23)
  • $44.23 P/E (TTM): 10.36X Cap: $12.52B
  • View MGA Profile
  • View Questions on MGA
• Toyota Motor Corporation (TM $198.96)
  • $198.96 P/E (TTM): 8.15X Cap: $259.15B
  • View TM Profile
  • View Questions on TM

Q: Am looking to purchase TM or a suitable auto/auto parts company for 5 year hold, in RSP. Suggestions, rankings, please. Thanks!

Upvote 0

Read Answer Asked by Pradeep on March 16, 2021

• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $61.26)
  • $61.26 P/E (TTM): 31.2X Cap: $70M
  • View XCD Profile
  • View Questions on XCD
• BMO Global Consumer Discretionary Hedged to CAD Index ETF (DISC $45.40)
  • $45.40 P/E (TTM): 37.02X Cap: $23M
  • View DISC Profile
  • View Questions on DISC
• ESS U.S.Global Jets ETF (JETS $25.12)
  • $25.12 P/E (TTM): 22.23X Cap: $804M
  • View JETS Profile
  • View Questions on JETS
• Invesco Leisure and Entertainment ETF (PEJ $57.88)
  • $57.88 P/E (TTM): 65.58X Cap: $349M
  • View PEJ Profile
  • View Questions on PEJ

Q: Hello
Can you give me two reliable ETF in CAD and two ETF in USD in regards to travel and leisure that will benefit with the re-opening economy.
Thank you

Upvote 0

Read Answer Asked by Kristelle on March 16, 2021

• iShares S&P/TSX Global Base Metals Index ETF (XBM $20.79)
  • $20.79 P/E (TTM): 40.08X Cap: $235M
  • View XBM Profile
  • View Questions on XBM

Q: Hi Guys,
I bought COPX as a way to invest indirectly in the change over to EV's given that an EV uses double the amount of copper in each vehicle and would hold for a number of years. I still think its a good choice, however I'm now thinking perhaps I should have spread the risk with a broader based commodity ETF, can you suggest a broader based commodity ETF in Canada & the USA that you would consider building a position in over time.
Best regards,
Tom

Upvote 0

Read Answer Asked by Thomas on March 16, 2021

• Brookfield Global Infrastructure Securities Income Fund (BGI.UN $5.90)
  • $5.90 P/E (TTM): 27.54X Cap: $103M
  • View BGI.UN Profile
  • View Questions on BGI.UN

Q: What do you think of this fund? How does it generate its income for shareholders?

I notice it is a close end fund, can you educate us on the pros and cons of close and open ended?

Thank you

Upvote 0

Read Answer Asked by Mark on March 16, 2021

• Neptune Wellness Solutions Inc. (NEPT $1.97)
  • $1.97 Cap: $8M
  • View NEPT Profile
  • View Questions on NEPT

Q: What is your opinion about this Co?
Thanks for your help.

Upvote 0

Read Answer Asked by Tino on March 16, 2021

• Expedia Group Inc. (EXPE $206.08)
  • $206.08 P/E (TTM): 24.66X Cap: $25.73B
  • View EXPE Profile
  • View Questions on EXPE
• Booking Holdings Inc. (BKNG $5,640.23)
  • $5,640.23 P/E (TTM): 38.57X Cap: $180.97B
  • View BKNG Profile
  • View Questions on BKNG
• Air Canada Voting and Variable Voting Shares (AC $18.76)
  • $18.76 P/E (TTM): 5.21X Cap: $5.74B
  • View AC Profile
  • View Questions on AC
• Airbnb Inc. (ABNB $123.92)
  • $123.92 P/E (TTM): 31.85X Cap: $78.30B
  • View ABNB Profile
  • View Questions on ABNB

Q: Looking for a travel play, it would be my only one. Of the above which would you recommend?

Cam

Upvote 0

Read Answer Asked by Cameron on March 16, 2021

• PIMCO Monthly Income Fund (Canada) Series F (PMO205 $12.53)
  • $12.53 P/E (TTM): 4.0X
  • View PMO205 Profile
  • View Questions on PMO205

Q: My largest bond fund is pmo205. As bond funds go, it is highly rated. The effective (avg?) duration is 3 yrs. In this interest rate environment, would you replace it with short-terms bond funds (hfr, csd)?

Upvote 0

Read Answer Asked by Ken on March 16, 2021

• GlobeX Data Ltd - Ordinary Shares (SWIS)
  • P/E (TTM): -3.0X
  • View SWIS Profile
  • View Questions on SWIS

Q: Can you tell me what your thoughts are on Globex Data, and if you think it might be worthwhile picking up at some point where would you be comfortable entering. TIA!

Upvote 0

Read Answer Asked by dennis on March 16, 2021

• Skeena Resources Limited (SKE $21.00)
  • $21.00 Cap: $2.35B
  • View SKE Profile
  • View Questions on SKE

Q: What is your out look on SKE. ever becoming a productive mine.
Jim.

Upvote 0

Read Answer Asked by James on March 16, 2021

• Franco-Nevada Corporation (FNV $245.71)
  • $245.71 P/E (TTM): 43.35X Cap: $46.35B
  • View FNV Profile
  • View Questions on FNV
• Wheaton Precious Metals Corp. (WPM $128.80)
  • $128.80 P/E (TTM): 53.81X Cap: $57.30B
  • View WPM Profile
  • View Questions on WPM

Q: My advisor is suggesting I buy a position in WPM - would you have an opinion if WPM is a better choice than FNV? He did not mention FNV as an option - just knowing they are both streaming companies which would you pick?

Thank

Upvote 0

Read Answer Asked by Reg on March 16, 2021

• Royal Bank of Canada (RY $189.30)
  • $189.30 P/E (TTM): 20.37X Cap: $266.44B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $102.03)
  • $102.03 P/E (TTM): 10.45X Cap: $175.15B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $78.76)
  • $78.76 P/E (TTM): 16.46X Cap: $97.86B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Enbridge Inc. (ENB $66.37)
  • $66.37 P/E (TTM): 22.65X Cap: $142.68B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Manulife Financial Corporation (MFC $41.75)
  • $41.75 P/E (TTM): 13.37X Cap: $71.59B
  • View MFC Profile
  • View Questions on MFC
• Power Corporation of Canada Subordinate Voting Shares (POW $57.91)
  • $57.91 P/E (TTM): 13.63X Cap: $37.02B
  • View POW Profile
  • View Questions on POW
• Royal Dutch Shell PLC American Depositary Shares (Each representing two Class B) (RDS.B)
  • P/E (TTM): 40.7X Cap: $195.62B
  • View RDS.B Profile
  • View Questions on RDS.B
• Berkshire Hathaway Inc. (BRK.B $490.64)
  • $490.64 P/E (TTM): 16.4X Cap: $1.04T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: Ignoring risk, please rank these companies based on 5 year hold -potential for returns.

Upvote 0

Read Answer Asked by Pradeep on March 16, 2021

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
  • View XBC Profile
  • View Questions on XBC
  • View Reports on XBC

Q: Simple question. My average cost of Xebec is $9.86. Obviously not good. Your suggestion please dump it and move on, buy more or just wait it out. Obviously a long way back. Thank You..

Upvote 0

Read Answer Asked by Brian on March 16, 2021

• Magellan Midstream Partners L.P. Limited Partnership (MMP)
  • P/E (TTM): 13.54X Cap: $13.94B
  • View MMP Profile
  • View Questions on MMP

Q: With a good yield and a possible upside in price, what is you view for a registered account. would there be any retention of taxes in a RSP account?
Thank you

Upvote 0

Read Answer Asked by francois on March 16, 2021

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
  • View XBC Profile
  • View Questions on XBC
  • View Reports on XBC
• Mitek Systems Inc. (MITK $10.09)
  • $10.09 P/E (TTM): 30.6X Cap: $461M
  • View MITK Profile
  • View Questions on MITK

Q: Risk tolerance in TFSA high. Both spouses are vested in defined benefit pension. 5 to 15 year timeframe. I am thinking of slowly adding to existing XBC position and initiating MITK position. Would you suggest waiting until after XBC reports? I worry a good buying opportunity will be lost if we don't add to that position in advance. Do we have a timeframe around the MITK legal situation?

Upvote 0

Read Answer Asked by Joel on March 16, 2021

• Vitalhub Corp. (VHI $12.67)
  • $12.67 P/E (TTM): 286.67X Cap: $716M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• WELL Health Technologies Corp. (WELL $4.82)
  • $4.82 Cap: $1.25B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• CloudMD Software & Services Inc. (DOC $0.04)
  • $0.04 Cap: $10M
  • View DOC Profile
  • View Questions on DOC

Q: Hi, with the announcement of Dialogue's future IPO, can you explain the differences between these 4 companies? Also, do you know the date of Dialogue's IPO?

Thank you
André

Upvote 0

Read Answer Asked by André on March 16, 2021

• Magna International Inc. (MG $61.37)
  • $61.37 P/E (TTM): 10.36X Cap: $17.13B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Toyota Motor Corporation (TM $198.96)
  • $198.96 P/E (TTM): 8.15X Cap: $259.15B
  • View TM Profile
  • View Questions on TM

Q: How do you rate Toyota as a (conservative?) means of participating in the EV boom(?) - Other suggestions? Thanks Jim

Upvote 0

Read Answer Asked by jim on March 16, 2021

• Berkeley Lights Inc. (BLI)
  • P/E (TTM): -1.3X Cap: $91M
  • View BLI Profile
  • View Questions on BLI

Q: Can I have your view on Berkeley Lights. Seeing strong revenue growth, cash on hand. Perhaps positive cash flow and profitability over the next 18-24mths..

Upvote 0

Read Answer Asked by Chris on March 16, 2021