Investment Q&A

• Alphabet Inc. (GOOG $253.79)
  • $253.79 P/E (TTM): 26.85X Cap: $3.06T
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• NVIDIA Corporation (NVDA $183.22)
  • $183.22 P/E (TTM): 51.8X Cap: $4.45T
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• AbbVie Inc. (ABBV $229.57)
  • $229.57 P/E (TTM): 108.55X Cap: $405.54B
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• CrowdStrike Holdings Inc. (CRWD $484.65)
  • $484.65 Cap: $121.01B
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• Trane Technologies plc (TT $415.82)
  • $415.82 P/E (TTM): 33.01X Cap: $92.52B
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Q: I was wondering what will be your recommendation for 5 growth companies in Canada and US after the pandemic.

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Read Answer Asked by Satish on April 28, 2021

• Sangoma Technologies Corporation (STC $6.74)
  • $6.74 Cap: $224M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• NVIDIA Corporation (NVDA $183.22)
  • $183.22 P/E (TTM): 51.8X Cap: $4.45T
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• Constellation Software Inc. (CSU $3,814.13)
  • $3,814.13 P/E (TTM): 93.99X Cap: $80.82B
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• Descartes Systems Group Inc. (The) (DSG $134.79)
  • $134.79 P/E (TTM): 56.41X Cap: $11.58B
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• Kinaxis Inc. (KXS $180.42)
  • $180.42 P/E (TTM): 151.09X Cap: $5.09B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $220.93)
  • $220.93 P/E (TTM): 88.23X Cap: $287.06B
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• Advanced Micro Devices Inc. (AMD $233.08)
  • $233.08 P/E (TTM): 135.43X Cap: $378.25B
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• The Trade Desk Inc. (TTD $49.98)
  • $49.98 P/E (TTM): 60.12X Cap: $24.39B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.91)
  • $15.91 Cap: $2.19B
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• CrowdStrike Holdings Inc. (CRWD $484.65)
  • $484.65 Cap: $121.01B
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• Docebo Inc. (DCBO $36.90)
  • $36.90 P/E (TTM): 37.0X Cap: $1.04B
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• Dye & Durham Limited (DND $6.61)
  • $6.61 Cap: $444M
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Unity Software Inc. (U $35.24)
  • $35.24 Cap: $14.88B
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• Topicus.com Inc. (TOI $137.41)
  • $137.41 P/E (TTM): 64.46X Cap: $11.53B
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Q: I'm looking to reduce the overall amount of positions. Of my tech names which would you suggest selling?

From what I can gather you prefer NVDA to AMD and would suggest one of either SHOP or LSPD. Is this accurate? Other suggestions or ideas to pair down?

Thank you very much

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Read Answer Asked by Stefan on April 28, 2021

• FirstService Corporation (FSV $256.69)
  • $256.69 P/E (TTM): 58.77X Cap: $11.69B
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Q: Do you think FSV is fully valued or do you see more growth ahead?
Thanks for your service

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Read Answer Asked by Ozzie on April 27, 2021

• AbbVie Inc. (ABBV $229.57)
  • $229.57 P/E (TTM): 108.55X Cap: $405.54B
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• Eli Lilly and Company (LLY $802.83)
  • $802.83 P/E (TTM): 53.55X Cap: $759.84B
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Q: Good morning. Looks LLY is going to take a bit of a hit this morning. What are your thoughts on the company and it's growth potential. I have little Healthcare exposure. Would you consider this or prefer something else?

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Read Answer Asked by Mark on April 27, 2021

• The Trade Desk Inc. (TTD $49.98)
  • $49.98 P/E (TTM): 60.12X Cap: $24.39B
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Q: I am up 145% on TTD (thanks!) and it is now 10% of my portfolio. Should I sell 25% or 50% of it, and if so, what should I buy to replace it? My other US tech holdings are PINS, VEEV, ICHR, PLTR, AMZN, FB, APPL. My US tech is the largest part of my growth sector, is there hole to fill in my list?

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Read Answer Asked by Kim on April 27, 2021

• Pulse Seismic Inc. (PSD $3.34)
  • $3.34 P/E (TTM): 7.64X Cap: $169M
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Q: Can I get your current thoughts on PSD please.

Thanks

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Read Answer Asked by Scott on April 27, 2021

• BMO MSCI EAFE Index ETF (ZEA $27.92)
  • $27.92 P/E (TTM): 0.89X Cap: $11.06B
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• iShares Core MSCI EAFE IMI Index ETF (XEF $46.09)
  • $46.09 P/E (TTM): 11.57X Cap: $15.15B
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• iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN $41.20)
  • $41.20 P/E (TTM): 11.96X Cap: $1.56B
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• iShares Core MSCI EAFE ETF (IEFA $88.11)
  • $88.11 P/E (TTM): 10.36X Cap: $156.72B
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• iShares MSCI EAFE Small-Cap ETF (SCZ $76.39)
  • $76.39 P/E (TTM): 19.2X Cap: $10.69B
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• iShares MSCI EAFE ETF (EFA $94.51)
  • $94.51 P/E (TTM): 11.5X Cap: $68.15B
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Q: Hi
can you recommend one or more ETFs that together or individually cover Europe, Australia and the Far East?
thanks

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Read Answer Asked by Mary on April 27, 2021

• AllianceBernstein Holding L.P. Units (AB $39.21)
  • $39.21 P/E (TTM): 11.77X Cap: $4.39B
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Q: Could you please provide your current view of Alliance Bernstein’s growth prospects and the potential for the continuity of its dividend? Thanks!

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Read Answer Asked by David on April 27, 2021

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $220.93)
  • $220.93 P/E (TTM): 88.23X Cap: $287.06B
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• Real Matters Inc. (REAL $7.38)
  • $7.38 Cap: $545M
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Q: What are tomorrow’s estimates for SHOP and REAL? Thanks

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Read Answer Asked by Leo on April 27, 2021

• AbbVie Inc. (ABBV $229.57)
  • $229.57 P/E (TTM): 108.55X Cap: $405.54B
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• Stryker Corporation (SYK $374.42)
  • $374.42 P/E (TTM): 48.91X Cap: $143.14B
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• Veeva Systems Inc. Class A (VEEV $283.73)
  • $283.73 P/E (TTM): 60.23X Cap: $47.98B
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Q: My healthcare stocks include ABBV,VEEV,and Well.I am considering switching from VEEV to STRYKER. What do you think?

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Read Answer Asked by Allen on April 27, 2021

• Cubicfarm Systems Corp. (CUB $0.11)
  • $0.11 Cap: $5M
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Q: Hi - what can you tell me about Cubic Farms Systems (valuation/growth, etc). Is it a buy?

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Read Answer Asked by Max on April 27, 2021

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $138.92)
  • $138.92 P/E (TTM): 20.95X Cap: $1.65B
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Q: Hello
Could you please comment on recent earnings and growth going forward, most importantly are they are positioned to take advantage of the electrical infrastructure.
Thank you

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Read Answer Asked by Dave on April 27, 2021

• Algonquin Power & Utilities Corp. (AQN $8.37)
  • $8.37 Cap: $6.41B
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• Northland Power Inc. (NPI $24.85)
  • $24.85 Cap: $6.49B
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Q: Between AQN and NPI, which would you prefer, as of today, for a five year investment horizon?

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Read Answer Asked by Rick on April 27, 2021

• Thermo Fisher Scientific Inc (TMO $538.92)
  • $538.92 P/E (TTM): 31.05X Cap: $203.50B
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Q: TMO Can you please comment on this one, management, debt, p/e, competition ...?
Thanks

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Read Answer Asked by TOM on April 27, 2021

• Northern Superior Resources Inc. (SUP $1.42)
  • $1.42 Cap: $244M
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• Anaconda Mining Inc. (ANX)
  • P/E (TTM): -10.8X Cap: $94M
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Q: A gold investor named Michael Gentile recently recommended SUP. Just wondering what you make of it and its recent weakness, and how long it might take to see the very significant upside he sees. It’s been declining while the price of bullion has risen.

Also curious what you think about ANX and if you’d have any qualms holding after the dramatic dip it took last week. Thanks for your thoughts.

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Read Answer Asked by Brian on April 27, 2021

• Hamilton Australian Bank Equal-Weight Index ETF (HBA $31.13)
  • $31.13 P/E (TTM): 30.46X Cap: $142M
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Q: Hamilton ETF's, who have a focus on the Financial Sector, have an Australian Bank ETF. Do you think one needs additional exposure to this area, assuming one already has some exposure to CDN and US banks?

Thanks,

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Read Answer Asked by Craig on April 27, 2021

• Alphabet Inc. (GOOG $253.79)
  • $253.79 P/E (TTM): 26.85X Cap: $3.06T
  • View GOOG Profile
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• NVIDIA Corporation (NVDA $183.22)
  • $183.22 P/E (TTM): 51.8X Cap: $4.45T
  • View NVDA Profile
  • View Questions on NVDA
• AbbVie Inc. (ABBV $229.57)
  • $229.57 P/E (TTM): 108.55X Cap: $405.54B
  • View ABBV Profile
  • View Questions on ABBV
• CrowdStrike Holdings Inc. (CRWD $484.65)
  • $484.65 Cap: $121.01B
  • View CRWD Profile
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• Trane Technologies plc (TT $415.82)
  • $415.82 P/E (TTM): 33.01X Cap: $92.52B
  • View TT Profile
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Q: What would be your top 5 recommendations right now, in Canada and the US, for an investor with a 5-year time horizon? Thank you! Aaron

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Read Answer Asked by Aaron on April 27, 2021

• Canfor Corporation (CFP $12.27)
  • $12.27 Cap: $1.44B
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• Interfor Corporation (IFP $8.21)
  • $8.21 Cap: $422M
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• Western Forest Products Inc. (WEF $12.10)
  • $12.10 Cap: $127M
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Q: Hi,
Is it too late or is there still room to play the lumber industry?
Which of the 3 companies would be the best play for the remaining innings.
Please rank by upside.
Best Regards,
Ed

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Read Answer Asked by Edward on April 27, 2021

• Jazz Pharmaceuticals plc (JAZZ $136.06)
  • $136.06 Cap: $8.23B
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Q: Would you get rid of Jazz. What do you think of their unusual recent acquisition? Thanks.

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Read Answer Asked by Ken on April 27, 2021

• Paysafe Limited (PSFE $11.99)
  • $11.99 Cap: $718M
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Q: Have held this thru BFT since last november and didnt get the expected pop when it went public,what do you think of this company in regards to management ,growth and fundamentals would it be a B S or HOLD Thanks

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Read Answer Asked by Greg on April 27, 2021