Investment Q&A

• Advanced Micro Devices Inc. (AMD $161.27)
  • $161.27 P/E (TTM): 91.94X Cap: $261.71B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• InMode Ltd. (INMD $14.78)
  • $14.78 Cap: $1.02B
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Q: Looking to add two of the three stocks. In which order would you add?

Thanks

Upvote 0

Read Answer Asked by sean on April 24, 2023

• Constellation Software Inc. (CSU $3,891.40)
  • $3,891.40 P/E (TTM): 98.78X Cap: $82.46B
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: My small CTS holding is down significantly and not moving, while CSU has a nice gain? Would it recommend to hold CTS or switch to CSU?

Upvote 0

Read Answer Asked by Numa on April 24, 2023

• Advanced Micro Devices Inc. (AMD $161.27)
  • $161.27 P/E (TTM): 91.94X Cap: $261.71B
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• Pure Storage Inc. Class A (PSTG $83.47)
  • $83.47 P/E (TTM): 210.21X Cap: $27.43B
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• Perion Network Ltd (PERI $9.43)
  • $9.43 Cap: $429M
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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Q: How would you rank these stocks for initial investments?

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Read Answer Asked by Gary on April 24, 2023

• Gatekeeper Systems Inc. (GSI $1.89)
  • $1.89 Cap: $196M
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Q: Gatekeeper reported good results and stock has reacted well. Would appreciate your thoughts about this company.
Thanks John

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Read Answer Asked by John on April 24, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $199.96)
  • $199.96 P/E (TTM): 83.99X Cap: $259.82B
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Q: Is SHOP expected to continue doing well in the near term?

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Read Answer Asked by Jim on April 24, 2023

• Canadian Banc Corp. Class A Shares (BK $15.02)
  • $15.02 P/E (TTM): 11.94X Cap: $361M
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• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.40)
  • $15.40 P/E (TTM): 9.31X Cap: $1.66B
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Q: Can you give me the risk level of investing in either of these 2 financial products? Should the yields scare me or is this an opportunity? Looking to put in my income portfolio.

TY.

Upvote 1

Read Answer Asked by Gerald on April 24, 2023

• Nutrien Ltd. (NTR $81.10)
  • $81.10 P/E (TTM): 181.98X Cap: $39.88B
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Q: Nutrien looks reasonably priced on several indicators. It has been selected a Top Pick 4 times on BNN over the past 4 months. Why does the share price continue to fall? What in your opinion would be a good entry price?

Thanks for your help,

Mike

Upvote 0

Read Answer Asked by Michael on April 24, 2023

Q: Thinking of opening a Questrade TFSA account. Is it considered as safe as TD Direct investing or other big banks i.e., if the CEO does something stupid and it gets in trouble?? Is there insurance? Thanks as usual. Danny-boy

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Read Answer Asked by Danny-boy on April 24, 2023

• Crocs Inc. (CROX $76.65)
  • $76.65 P/E (TTM): 20.95X Cap: $4.23B
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• Perion Network Ltd (PERI $9.43)
  • $9.43 Cap: $429M
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• InMode Ltd. (INMD $14.78)
  • $14.78 Cap: $1.02B
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• Lantheus Holdings Inc. (LNTH $51.47)
  • $51.47 P/E (TTM): 14.19X Cap: $3.49B
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• Hudson Technologies Inc. (HDSN $9.98)
  • $9.98 P/E (TTM): 24.47X Cap: $430M
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Q: Q1
Could you please rank from your six highest conviction CAD mid-cap stocks for a 5-year plus hold.


Q2
Could you please rank your six highest conviction CAD small-cap stocks for a 5-year plus hold.

Q3
Could you please rank your six highest conviction US small-cap stocks for a 5-year plus hold.

Upvote 0

Read Answer Asked by Stefan on April 24, 2023

• Alphabet Inc. (GOOG $246.57)
  • $246.57 P/E (TTM): 26.9X Cap: $2.98T
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• Magna International Inc. (MG $64.94)
  • $64.94 P/E (TTM): 10.86X Cap: $18.29B
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Q: I am down 24% in my Magna position. (Bought it believing it was well positioned for the EV revolution) Is this still a good 5year play or cut my losses and pick up more Google while it is still down?

Upvote 0

Read Answer Asked by JORDAN on April 24, 2023

• TC Energy Corporation cumulative redeemable first preferred shares series 7 (TRP.PR.D $23.50)
  • $23.50 P/E (TTM): 18.08X Cap: $77.35B
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Q: What is your read on this preferred? Would they behave similarly to bonds in regards to capital appreciation?

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Read Answer Asked by Francisco on April 24, 2023

• iShares S&P/TSX SmallCap Index ETF (XCS $27.55)
  • $27.55 P/E (TTM): 1.2X Cap: $203M
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• Vanguard FTSE Canada All Cap Index ETF (VCN $60.60)
  • $60.60 Cap: $11.32B
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• iShares Core S&P Mid-Cap ETF (IJH $64.68)
  • $64.68 P/E (TTM): 18.96X Cap: $99.97B
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• Vanguard Mid-Cap ETF (VO $289.32)
  • $289.32 P/E (TTM): 22.98X Cap: $82.89B
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Q: Please suggest a few US and Canada mid-cap equity ETFs to invest for over 5 year term--buy & hold idea. As well, please provide for each a good entry point.
Thanks,
Roger

Upvote 1

Read Answer Asked by Roger on April 24, 2023

• Lightspeed Commerce Inc. Subordinate (LSPD $11.77)
  • $11.77 Cap: $1.66B
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Q: Will LSPD become profitable in less than 3 years?

Upvote 0

Read Answer Asked by Jim on April 24, 2023

• Sociedad Quimica y Minera S.A. (SQM $44.46)
  • $44.46 P/E (TTM): 18.01X Cap: $12.69B
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Q: "Chile plans to nationalize its vast lithium industry"

https://www.reuters.com/markets/commodities/chiles-boric-announces-plan-nationalize-lithium-industry-2023-04-21/

Is it time to sell SQM or hold on.

Thank you

Upvote 0

Read Answer Asked by JACK on April 24, 2023

• Global X Lithium & Battery Tech ETF (LIT $55.95)
  • $55.95 P/E (TTM): 0.81X Cap: $1.27B
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• Bluebird Battery Metals Inc. (BATT)
  • Cap: $9M
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• Invesco Optimum Yield Diversified Commodity (PDBC $13.58)
  • $13.58 Cap: $4.49B
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Q: any recommendations for an etf[s] that track the metals ? i.e. ones that are going to be used for batteries etc.
thanks

Upvote 0

Read Answer Asked by steve on April 24, 2023

• Canadian Pacific Kansas City Limited (CP $103.50)
  • $103.50 P/E (TTM): 22.92X Cap: $96.30B
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Q: Is it the time to dip the toe and buy a starting position in CP???......Even though some stock analysts are suggesting selling CP.

Upvote 0

Read Answer Asked by Tom on April 24, 2023

• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $55.90)
  • $55.90 P/E (TTM): 93.86X Cap: $27.20B
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Q: Peter; With our premier (Eby) sticking his nose in - and with the Liberals needing some good news- do you think it could be turned down on the
national interest clause ?
Thanks,
Rod

Upvote 0

Read Answer Asked by Rodney on April 24, 2023

• FLYHT Aerospace Solutions Ltd. (FLY)
  • Cap: $13M
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Q: Any hope with this one. Held for years, finally sold for tax loses but debating if I give it more time. I thought this was a great product/service for the industry.

Upvote 0

Read Answer Asked by Tim on April 24, 2023

• Alphabet Inc. (GOOGL $245.79)
  • $245.79 P/E (TTM): 26.83X Cap: $2.98T
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• Sun Life Financial Inc. (SLF $82.25)
  • $82.25 P/E (TTM): 15.11X Cap: $46.75B
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• Descartes Systems Group Inc. (The) (DSG $134.18)
  • $134.18 P/E (TTM): 59.55X Cap: $11.53B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $199.96)
  • $199.96 P/E (TTM): 83.99X Cap: $259.82B
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• goeasy Ltd. (GSY $177.06)
  • $177.06 P/E (TTM): 10.74X Cap: $2.84B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $85.74)
  • $85.74 P/E (TTM): 43.93X Cap: $9.85B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Topicus.com Inc. (TOI $152.00)
  • $152.00 P/E (TTM): 73.89X Cap: $13.05B
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• Brookfield Corporation Class A Limited Voting Shares (BN $95.41)
  • $95.41 P/E (TTM): 166.53X Cap: $144.90B
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Q: With 2 year investment window, please rank the following : NVEI, ATZ, SHOP, BN, DSG,SLF,TOI,GSY, Googl

Would you maintain the same ranking for a 5 years window

Thanks

Upvote 0

Read Answer Asked by V on April 24, 2023

• StorageVault Canada Inc. (SVI $4.99)
  • $4.99 Cap: $1.82B
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• AutoCanada Inc. (ACQ $32.93)
  • $32.93 Cap: $762M
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• Exco Technologies Limited (XTC $6.70)
  • $6.70 P/E (TTM): 10.95X Cap: $257M
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• Leon's Furniture Limited (LNF $28.66)
  • $28.66 P/E (TTM): 12.26X Cap: $1.95B
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• Tamarack Valley Energy Ltd. (TVE $6.10)
  • $6.10 P/E (TTM): 12.79X Cap: $3.09B
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• Chesswood Group Limited (CHW $0.90)
  • $0.90 Cap: $18M
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• Reitmans (Canada) Limited (RET.A $2.11)
  • $2.11 P/E (TTM): 13.12X Cap: $105M
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• Cardinal Energy Ltd. (CJ $7.97)
  • $7.97 P/E (TTM): 14.36X Cap: $1.27B
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• North American Construction Group Ltd. (NOA $19.18)
  • $19.18 P/E (TTM): 16.52X Cap: $578M
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $122.28)
  • $122.28 P/E (TTM): 18.29X Cap: $1.45B
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• Richelieu Hardware Ltd. (RCH $34.37)
  • $34.37 P/E (TTM): 22.96X Cap: $1.90B
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• Data Communications Management Corp. (DCM $1.40)
  • $1.40 P/E (TTM): 11.75X Cap: $77M
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• Geodrill Limited Ordinary Shares (GEO $3.39)
  • $3.39 P/E (TTM): 8.97X Cap: $159M
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• ECN Capital Corp. (ECN $2.99)
  • $2.99 Cap: $855M
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• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.11X Cap: $3.71B
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• Atlas Engineered Products Ltd. (AEP $0.78)
  • $0.78 Cap: $54M
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• WELL Health Technologies Corp. (WELL $5.03)
  • $5.03 Cap: $1.27B
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• Sagicor Financial Company Ltd. (SFC $8.19)
  • $8.19 P/E (TTM): 7.81X Cap: $1.16B
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• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $53.22)
  • $53.22 P/E (TTM): 31.08X Cap: $2.07B
  • View AND Profile
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• Quipt Home Medical Corp. (QIPT $3.73)
  • $3.73 Cap: $162M
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• Propel Holdings Inc. (PRL $31.15)
  • $31.15 P/E (TTM): 15.36X Cap: $1.24B
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• ADENTRA Inc. (ADEN $34.00)
  • $34.00 P/E (TTM): 11.23X Cap: $829M
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Q: If you held the following smaller cap stocks in positions of 0.5% to 1.0% of your total stock portfolio, and wanted to reduce the number of holdings by selling several of them and using the money to add to others, which ones would you sell and which ones would you add to: ACQ, ADEN, AEP, AND, CHW, CJ, DCM, ECN, GEO, HPS.A, LNF, NOA, PRL, QIPT, RCH, RET.A, SFC, STLC, SVI, TVE, WELL, XTC. Assume overall portfolio is well diversified so sectors not a consideration, and that this is the riskier part of portfolio, so, higher risk is fine. Would be great if you could pare this list of 22 stocks down to about 10-15. Thanks.

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Read Answer Asked by Dan on April 24, 2023