Investment Q&A

• Air Canada Voting and Variable Voting Shares (AC $18.67)
  • $18.67 P/E (TTM): 4.9X Cap: $6.09B
  • View AC Profile
  • View Questions on AC
• Aritzia Inc. Subordinate Voting Shares (ATZ $72.91)
  • $72.91 P/E (TTM): 36.99X Cap: $8.47B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ

Q: Good Morning Peter, Ryan and Team,

As a post-covid play, would you have more confidence in Air Canada or Aritzia for a two-year horizon?

Thank you.

Brad

Upvote 0

Read Answer Asked by Bradley on January 26, 2021

• Xylem Inc. New (XYL $143.62)
  • $143.62 P/E (TTM): 38.81X Cap: $34.95B
  • View XYL Profile
  • View Questions on XYL

Q: XYL has beedn dropping slowly. Are there problems? Is it a sell? Would you recommend replacing it with an alternative stock in the same sector?
With appreciation.
Ed

Upvote 0

Read Answer Asked by Ed on January 26, 2021

• iShares Core Canadian Short Term Bond Index ETF (XSB $26.94)
  • $26.94 Cap: $3.03B
  • View XSB Profile
  • View Questions on XSB
• iShares Core Canadian Universe Bond Index ETF (XBB $28.09)
  • $28.09 Cap: $8.19B
  • View XBB Profile
  • View Questions on XBB

Q: I'm re-balancing my RESP account. Can you recommend a bond ETF for a 4 year holding period. My thought was XBB.

Thanks,

Joe

Upvote 0

Read Answer Asked by Joe on January 26, 2021

• Enerplus Corporation (ERF $26.78)
  • $26.78 P/E (TTM): 10.81X Cap: $5.44B
  • View ERF Profile
  • View Questions on ERF

Q: Enerplus is issuing an initial offering at $4. It is trading today at $4.28 (dividend2.82%). For a 5 year horizon, would you suggest buying at the $4?

Thank you for your excellent advice.

Upvote 0

Read Answer Asked by Lucy on January 26, 2021

• Garmin Ltd. (Switzerland) (GRMN $230.08)
  • $230.08 P/E (TTM): 30.07X Cap: $44.28B
  • View GRMN Profile
  • View Questions on GRMN

Q: Garmin based in Switzerland has a vert strong balance sheet, sales have grown in 18 of the last 19 quarters. What do you think it's growth prospects are for 2021?

Upvote 0

Read Answer Asked by Neil on January 26, 2021

Q: Hi, guys!
I am managing an income portfolio for a relative, who also has some "paper" shares of Blackberry (BB). She would like to know how to either sell them or how to move them into her trading account at RBC Direct Investing. Since I never having been involved in such, can you tell me what would be the procedure?
Thanks!
Paul King

Upvote 0

Read Answer Asked by Paul on January 26, 2021

Q: Income oriented portfolios:
What is the role of covered call dividend ETFs in a income oriented portfolio and what is the risk ?
If such ETF is supposed to increases income and reduces volatility, shouldn't covered call dividend ETFs become a significant part of income portfolios? even considering that you do not benefit from the entire stock price appreciation ,but that the income is more secure ?

Upvote 0

Read Answer Asked by Jean-Yves on January 26, 2021

• TFI International Inc. (TFII $123.02)
  • $123.02 P/E (TTM): 19.83X Cap: $10.27B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: Can you add comment after the company call. How would you rate the deal? Did they pay a fair price? What should it mean to the company doing forward? What, if any, are the downside risks?

Upvote 0

Read Answer Asked on January 26, 2021

• Flutter Entertainment Plc (PDYPF)
  • Cap: $36.20B
  • View PDYPF Profile
  • View Questions on PDYPF

Q: Do you know when PDYPF reports, do they report semi annually or quarterly?

Upvote 0

Read Answer Asked by stephen on January 26, 2021

• BlackBerry Limited (BB $5.12)
  • $5.12 Cap: $3.07B
  • View BB Profile
  • View Questions on BB

Q: Peter; Is BB a natural fit for MG ? Thanks.
Rod

Upvote 0

Read Answer Asked by Rodney on January 25, 2021

• BYD Co - Class H (BYDDF $14.13)
  • $14.13 Cap: $15.50B
  • View BYDDF Profile
  • View Questions on BYDDF
• RecycLiCo Battery Materials Inc. (AMY $0.07)
  • $0.07 Cap: $18M
  • View AMY Profile
  • View Questions on AMY

Q: I read about AMY and like the idea of taking a flyer on a company focused on battery recycler technology considering the EV momentum. I see news came out about it on the 21-Jan but it made a significant jump the day before. Is this 'pre-emptive' jump typical?

Are there alternative companies in this space that you would recommend?

Upvote 0

Read Answer Asked by Kyle on January 25, 2021

Q: Nice price move in the last 2 days. What do you think of the growth opportunity for Acuity and as a potential portfolio addition?

Upvote 0

Read Answer Asked by Stephen on January 25, 2021

• Canadian National Railway Company (CNR $129.39)
  • $129.39 P/E (TTM): 17.64X Cap: $80.89B
  • View CNR Profile
  • View Questions on CNR
• Canadian Pacific Kansas City Limited (CP $105.18)
  • $105.18 P/E (TTM): 22.4X Cap: $96.50B
  • View CP Profile
  • View Questions on CP
• Air Canada Voting and Variable Voting Shares (AC $18.67)
  • $18.67 P/E (TTM): 4.9X Cap: $6.09B
  • View AC Profile
  • View Questions on AC
• TFI International Inc. (TFII $123.02)
  • $123.02 P/E (TTM): 19.83X Cap: $10.27B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: My portfolio doesn't have any coverage in the transportation sector. What stocks/etf's would you recommend in this area.

Rick

Upvote 0

Read Answer Asked by Rick on January 25, 2021

• Cogeco Communications Inc. Subordinate Voting Shares (CCA $62.46)
  • $62.46 P/E (TTM): 8.11X Cap: $2.66B
  • View CCA Profile
  • View Questions on CCA
• Cogeco Inc. Subordinate Voting Shares (CGO $58.47)
  • $58.47 P/E (TTM): 6.47X Cap: $570M
  • View CGO Profile
  • View Questions on CGO

Q: Hi Guys:

Wondering your thoughts on CCA and CGO. Do you like either? And if so, which one do you prefer?

Thanks
DAVE

Upvote 0

Read Answer Asked by David on January 25, 2021

• Microsoft Corporation (MSFT $524.94)
  • $524.94 P/E (TTM): 41.43X Cap: $3.92T
  • View MSFT Profile
  • View Questions on MSFT
• Procter & Gamble Company (The) (PG $152.86)
  • $152.86 P/E (TTM): 23.93X Cap: $352.55B
  • View PG Profile
  • View Questions on PG

Q: I was thinking of getting an RRSP Loan to top off my RRSP and then use the refund to pay down a portion of the loan. If I did this and had $50,000 to invest and ~20 years to retirement how would you allocate it and thoughts, if you can comment, on this strategy? Thanks as always.

Upvote 0

Read Answer Asked by Cam on January 25, 2021

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.51)
  • $18.51 Cap: $794M
  • View CBO Profile
  • View Questions on CBO
• iShares Core Canadian Universe Bond Index ETF (XBB $28.09)
  • $28.09 Cap: $8.19B
  • View XBB Profile
  • View Questions on XBB
• Vanguard Total Bond Market ETF (BND $73.61)
  • $73.61 Cap: $127.51B
  • View BND Profile
  • View Questions on BND

Q: I have allocated 20%-25% of my portfolio to Fixed Income. Would XBB and CBO be sufficient to cover the fixed income component? (say 50-50).

Thanks again for the great advice as always!

Upvote 0

Read Answer Asked by Alka on January 25, 2021

• Strathcona Resources Ltd. (SCR $34.07)
  • $34.07 P/E (TTM): 9.96X Cap: $7.17B
  • View SCR Profile
  • View Questions on SCR

Q: Hi 5i Team - At their annual meeting on Feb.10 Score is considering a resolution to consolidate their shares in a range of one for every 2 to 20 pre-consolidation shares. With a total of 433 million existing shares do have any guess as to what that consolidation ratio might be. Do you think this could result in a declining price after consolidation as sometimes happens. Also could you check out insider holdings - it looks like they are quite high. Has there been much recent activity. Thanks.
Rob

Upvote 0

Read Answer Asked by Rob on January 25, 2021

• PetMed Express Inc. (PETS $3.22)
  • $3.22 Cap: $65M
  • View PETS Profile
  • View Questions on PETS

Q: Why is PETS up so much today. I cannot find any news.

Upvote 0

Read Answer Asked by Nick on January 25, 2021

Q: Peter; Could you suggest the best way to purchase TOPICUS on Feb.01? How does one put in an order “ at the opening” - wait and see what happens?? Thanks. Rod

Upvote 0

Read Answer Asked by Rodney on January 25, 2021

• BMO Equal Weight REITs Index ETF (ZRE $22.01)
  • $22.01 P/E (TTM): 54.85X Cap: $584M
  • View ZRE Profile
  • View Questions on ZRE

Q: On a chart, 10 year interest rates move up quite a bit. Higher rates put pressure on REITs because of the debt. Why do you think they were unaffected and even went up? Actually, quite a few REITs look good technically. Are they recent positive news?

Upvote 0

Read Answer Asked by M on January 25, 2021