Investment Q&A

• Amazon.com Inc. (AMZN $237.99)
  • $237.99 P/E (TTM): 35.42X Cap: $2.51T
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• Costco Wholesale Corporation (COST $976.04)
  • $976.04 P/E (TTM): 56.28X Cap: $430.99B
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• Microsoft Corporation (MSFT $498.49)
  • $498.49 P/E (TTM): 36.29X Cap: $3.70T
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• NVIDIA Corporation (NVDA $168.24)
  • $168.24 P/E (TTM): 53.88X Cap: $4.08T
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• PayPal Holdings Inc. (PYPL $67.81)
  • $67.81 P/E (TTM): 14.65X Cap: $65.34B
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• Sun Life Financial Inc. (SLF $81.11)
  • $81.11 P/E (TTM): 14.62X Cap: $45.88B
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• Constellation Software Inc. (CSU $4,563.24)
  • $4,563.24 P/E (TTM): 114.09X Cap: $97.04B
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• WSP Global Inc. (WSP $279.73)
  • $279.73 P/E (TTM): 45.8X Cap: $36.48B
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• Algonquin Power & Utilities Corp. (AQN $7.80)
  • $7.80 Cap: $5.95B
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• Descartes Systems Group Inc. (The) (DSG $148.06)
  • $148.06 P/E (TTM): 64.2X Cap: $12.74B
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• TFI International Inc. (TFII $128.85)
  • $128.85 P/E (TTM): 22.41X Cap: $10.90B
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• Magna International Inc. (MG $63.50)
  • $63.50 P/E (TTM): 10.83X Cap: $17.91B
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• Thomson Reuters Corporation (TRI $243.32)
  • $243.32 P/E (TTM): 48.65X Cap: $107.99B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $199.01)
  • $199.01 P/E (TTM): 82.93X Cap: $262.34B
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• goeasy Ltd. (GSY $209.38)
  • $209.38 P/E (TTM): 12.9X Cap: $3.42B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $83.56)
  • $83.56 P/E (TTM): 41.91X Cap: $9.58B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.79)
  • $16.79 Cap: $2.30B
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• CrowdStrike Holdings Inc. (CRWD $423.61)
  • $423.61 Cap: $107.42B
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• Jacobs Solutions Inc. (J $144.45)
  • $144.45 P/E (TTM): 36.35X Cap: $17.30B
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Q: Hi Guys,
I am trying to reduce the number of stocks inside my portfolio. Your thoughts on a full position (5%) for the above stocks for a 5 year hold, within a balance/growth portfolio? Any revisions would be appreciated.

thanks

Jim

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Read Answer Asked by jim on June 07, 2021

• WELL Health Technologies Corp. (WELL $4.62)
  • $4.62 Cap: $1.17B
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Q: Please provide thoughts and commentary on today's acquisition announcement.

Thanks

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Read Answer Asked by Greg on June 07, 2021

Q: What does NR means under Rating Column in your model portfolios?

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Read Answer Asked by Piyush on June 07, 2021

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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Q: My year end review shows my broker applying a U.S. withholding tax on my BPY.UN (tsx listed) dividends. Should I contest this?

Thank-you.

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Read Answer Asked by Alex on June 07, 2021

Q: Could you provide your top picks today for a long-term hold? Thanks very much!

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Read Answer Asked by Chris on June 07, 2021

• Textainer Group Holdings Limited (TGH)
  • P/E (TTM): 6.85X Cap: $2.11B
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Q: any idea why this is down for the last few days

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Read Answer Asked by hal on June 07, 2021

• Lion Electric Company (The) (LEV $0.35)
  • $0.35 Cap: $78M
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Q: For a Canadian electric vehicle play how does this company look with it's electric busses? Would these be in a direct competition with New Flyer?
Thanks

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Read Answer Asked by Kolbi on June 07, 2021

• Pembina Pipeline Corporation (PPL $53.28)
  • $53.28 P/E (TTM): 17.74X Cap: $30.52B
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Q: Lots of questions on this topic! Senior, primarily dividend oriented but like some upside catalysts... Would it be an entry point for ppl given all the noise or wait till dust settles. I hold enb and divested most of my IPL as a precaution but looking to enter PPL or would it be wiser to wait and see where the dust settles. If PPL is not successful in the acquisition might they see a significant pull back ?
BTW not a BAM fan don't trust they would be good for IPL
Appreciate your commentaries

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Read Answer Asked by Ken on June 07, 2021

• Nelnet Inc. (NNI $125.50)
  • $125.50 P/E (TTM): 14.25X Cap: $4.58B
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Q: i hold a small position in Nelnet. Does it appear to be a reasonable hold for a few years?

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Read Answer Asked by Tom on June 07, 2021

• Miscellaneous (MISC)
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Q: Peter Foster penned an article in the National post on Saturday about Mark Carney and the impending green movement and great reset. Based on Mr. Carney’s seeming ties to the libs and global heft, do you see the is as a threat to markets in Canada and globally?

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Read Answer Asked by Kelly on June 07, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.79)
  • $16.79 Cap: $2.30B
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Q: What are your thoughts on LSPD ? I'm up 93% on this stock. It doesn't seem to be making any money yet. With the economy starting to open up again it should get stronger. Should I hold or take my profit ? It is only a small percentage of my portfolio.

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Read Answer Asked by Frank on June 07, 2021

• Information Services Corporation Class A Limited Voting Shares (ISV)
  • P/E (TTM): 23.54X Cap: $482M
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Q: Why is ISV climbing? I purchased for income but obviously happy to see such growth!

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Read Answer Asked by Margot on June 07, 2021

• Schwab U.S. Tips ETF (SCHP $27.01)
  • $27.01 Cap: $14.11B
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Q: please tell me where I am going wrong :

SCHP:US has an indicated dividend of $0.2664 paid monthly.
$0.2664 x 12 = $ 3.1968 annual dividend.
3.1968 / 62.00 (June 03 closing price) = 0.05156 x 100 = 5.156 % yield.

Both TMX and your data provider show a yield of ~ 2.98%

thanks for clarifying.
Terrance

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Read Answer Asked by Terrance on June 07, 2021

• Thinkific Labs Inc. Common Shares (THNC $1.87)
  • $1.87 P/E (TTM): 47.97X Cap: $128M
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Q: In your opinion what would both a good and great price be to enter in to THNK? Thanks.

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Read Answer Asked by Jeff on June 07, 2021

• CrowdStrike Holdings Inc. (CRWD $423.61)
  • $423.61 Cap: $107.42B
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Q: Hello, taking into consideration the current tailwinds in cyber security and the good financial results reported by CrowdStrike, I do not understand why its shares are down by almost 4.5% (Friday). Is there a specific reason that could explain this? Thank you

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Read Answer Asked by Gervais on June 07, 2021

• TFI International Inc. (TFII $128.85)
  • $128.85 P/E (TTM): 22.41X Cap: $10.90B
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Q: Team, please pick 3 industrial stocks for a 2 year hold?

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Read Answer Asked by Ian on June 07, 2021

• Cisco Systems Inc. (CSCO $67.35)
  • $67.35 P/E (TTM): 27.31X Cap: $264.38B
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• Accenture plc Class A (Ireland) (ACN $252.00)
  • $252.00 P/E (TTM): 20.28X Cap: $159.18B
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• BlackBerry Limited (BB $5.19)
  • $5.19 Cap: $3.17B
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• Amplify Cybersecurity ETF (HACK $85.86)
  • $85.86 P/E (TTM): 110.28X Cap: $2.32B
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• First Trust NASDAQ CEA Cybersecurity ETF (CIBR $74.62)
  • $74.62 P/E (TTM): 3.65X Cap: $10.76B
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• CrowdStrike Holdings Inc. (CRWD $423.61)
  • $423.61 Cap: $107.42B
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• Gen Digital Inc Com (NLOK)
  • P/E (TTM): 15.5X Cap: $14.41B
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• Proofpoint Inc. (PFPT $175.90)
  • $175.90 Cap: $10.15B
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Q: is there on ETF you recommend that invests primarily in the cybersecurity industry? if so name the companies and their percentage representation in the portfolio thanks Richard

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Read Answer Asked by richard on June 07, 2021

• Sangoma Technologies Corporation (STC $7.73)
  • $7.73 Cap: $259M
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Q: Any reason for the welcomed huge(8.84%) rise to $3.20(H $3.31) on Jun 4 on great volume of 1.2m(373k average).Please comment.Txs for u usual great services & views

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Read Answer Asked by Peter on June 07, 2021

• NVIDIA Corporation (NVDA $168.24)
  • $168.24 P/E (TTM): 53.88X Cap: $4.08T
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• CrowdStrike Holdings Inc. (CRWD $423.61)
  • $423.61 Cap: $107.42B
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Q: If weightings are currently equal would you add more CRWD or NVDA at this time ?
Opinion of earnings from both ? Thank you.

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Read Answer Asked by Paul on June 07, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.79)
  • $16.79 Cap: $2.30B
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Q: Could you speak about more about your decision to trim 1% of LSPD, and how investors should think about this in general? My understanding from the majority of your responses to questions related to reducing a position size, is that you like to "let your winners run to a point". Are you always trying to determine if it is becoming overvalued when deciding when to trim? Would this mean that if you have a winner in your portfolio, as long as earnings are growing in proportion to share price you would tend to let it ride? Any information to help me understand your general strategy and how to think about applying it would be greatly appreciated. Please remove credits are you deem appropriate. Thanks!

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Read Answer Asked by Marc on June 07, 2021