Investment Q&A

Q: Recently, I've become interested in the delta between the market price and the fair value of a stock position. There are a number of investment websites that provide such "data", like Morning Star, CFRA on iTrade, StockCalc via the Globe & Mail and then Simply Wall Street. I'm keen to get your take on the value of such "data" and if there is one site that is more dependable than others. Any other insights would be appreciated.......Tom

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Read Answer Asked by Tom on September 02, 2021

• Canadian National Railway Company (CNR $135.95)
  • $135.95 P/E (TTM): 19.08X Cap: $85.50B
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• BCE Inc. (BCE $33.12)
  • $33.12 P/E (TTM): 78.17X Cap: $29.95B
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• Canadian Pacific Kansas City Limited (CP $106.36)
  • $106.36 P/E (TTM): 25.67X Cap: $98.93B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $46.50)
  • $46.50 P/E (TTM): 14.62X Cap: $24.38B
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• TELUS Corporation (T $22.62)
  • $22.62 P/E (TTM): 28.48X Cap: $34.06B
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• Linamar Corporation (LNR $67.79)
  • $67.79 P/E (TTM): 15.88X Cap: $4B
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• WSP Global Inc. (WSP $282.78)
  • $282.78 P/E (TTM): 51.93X Cap: $37.10B
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• CAE Inc. (CAE $39.34)
  • $39.34 P/E (TTM): 32.14X Cap: $12.97B
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• TFI International Inc. (TFII $122.33)
  • $122.33 P/E (TTM): 19.45X Cap: $10.13B
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• Magna International Inc. (MG $57.38)
  • $57.38 P/E (TTM): 10.4X Cap: $16.32B
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• Heroux-Devtek Inc. (HRX $32.48)
  • $32.48 P/E (TTM): 20.75X Cap: $1.09B
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• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.11X Cap: $3.71B
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• Nutrien Ltd. (NTR $81.74)
  • $81.74 P/E (TTM): 55.31X Cap: $39.51B
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Q: What stocks in Canada do you believe will do well with the passing of the Infrastructure Bill and Reconciliation Bill in the USA? Please list in order of preference. Thanks.

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Read Answer Asked by Christopher on September 02, 2021

• ARK Innovation ETF (ARKK $76.33)
  • $76.33 P/E (TTM): 141.98X Cap: $6.76B
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• ARK Genomic Revolution ETF (ARKG $25.73)
  • $25.73 P/E (TTM): 20.56X Cap: $1.03B
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• ARK Autonomous Technology & Robotics ETF (ARKQ $96.67)
  • $96.67 P/E (TTM): 94.65X Cap: $1.08B
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Q: Which 3 ark investments would you buy today in order of preference for medium length growth

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Read Answer Asked by Ken on September 02, 2021

• Constellation Software Inc. (CSU $4,880.00)
  • $4,880.00 P/E (TTM): 102.67X Cap: $104.49B
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• Topicus.com Inc. (TOI $186.50)
  • $186.50 P/E (TTM): 100.73X Cap: $24.92B
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Q: with the share rally this is now a 16 billion market cap and CSU a 45 billion market cap does this add up or has TOI run too far too fast and does CSUlook better today? Thx

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Read Answer Asked by blake on September 02, 2021

• Danavation Technologies Corp (DVN $0.01)
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Q: I can't find any mention of a quarterly report anywhere. They are showing up in more and more outlets but I can't find out whether they make any profit or any news of any type. Is there a way to get more info about this Co.? H.

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Read Answer Asked by Harry on September 02, 2021

• Plug Power Inc. (PLUG $1.86)
  • $1.86 Cap: $1.96B
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Q: I sold XBC to replace it by PLUG.
It is not going anywhere although it got good expectations from analysts.
Should I hold or switch to something else with more potential.
Any suggestion
Raouf

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Read Answer Asked by Raoul on September 02, 2021

• Algonquin Power & Utilities Corp. (AQN $8.33)
  • $8.33 Cap: $6.35B
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• Nutrien Ltd. (NTR $81.74)
  • $81.74 P/E (TTM): 55.31X Cap: $39.51B
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Q: I own these stocks which pay Canadian or U.S dividends. Would it be wise to take the dividend in U.S currency.

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Read Answer Asked by nick on September 02, 2021

• TTEC Holdings Inc. (TTEC $5.25)
  • $5.25 Cap: $239M
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Q: Good Afternoon,

Thanks for all your hard work. Today I heard Analyst's recommend Volkswagen and TTEC on CNBC. I am okay with moderate risk but not gamble. Have long term horizon + 3 years. He mentioned that Volkswagen is selling at 6 times earning and will be the largest EV seller next year. Also potential to unlock value if they spin off Porsche Would you recommend these 2 stocks as buy? If yes why and what sticker would we use for Volkswagen to trade on North American market and preferred entry point if any.

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Read Answer Asked by Nimish on September 02, 2021

• Agnico Eagle Mines Limited (AEM $176.00)
  • $176.00 P/E (TTM): 26.08X Cap: $84.41B
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• B2Gold Corp. (BTO $4.81)
  • $4.81 Cap: $6.23B
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Q: To increase gold exposure, I am looking at AEM or BTO.
BTO has a better P/E and dividend, but is much smaller.
Which would you recommend gor 3-5 year hold, and why?

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Read Answer Asked by Grant on September 02, 2021

• NVIDIA Corporation (NVDA $167.85)
  • $167.85 P/E (TTM): 55.28X Cap: $4.18T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $169.31)
  • $169.31 P/E (TTM): 105.2X Cap: $228.06B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $74.46)
  • $74.46 P/E (TTM): 37.57X Cap: $8.57B
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• Roku Inc. (ROKU $89.70)
  • $89.70 Cap: $13.44B
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• CrowdStrike Holdings Inc. (CRWD $474.79)
  • $474.79 Cap: $120.03B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Upstart Holdings Inc. (UPST $80.28)
  • $80.28 Cap: $7.29B
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Q: I want to add to my growth portfolio.
2 full positions.
What would you recommend today ?
I have light speed and go easy already.
If you could recommend 4 or 5 ideas - that would be great
Thanks
Paul

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Read Answer Asked by Paul on September 02, 2021

• VersaBank (VBNK $15.80)
  • $15.80 P/E (TTM): 12.44X Cap: $513M
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Q: Thoughts on the quarter from VB. I am holding in TFSA looking for aggressive growth over 5 years. Does VB fit the bill or should I be moving on?
Thanks
Rob

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Read Answer Asked by Robert on September 02, 2021

• Tesla Inc. (TSLA $335.27)
  • $335.27 P/E (TTM): 180.49X Cap: $1.05T
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• NIO Inc. American depositary shares each representing one Class A (NIO $5.03)
  • $5.03 Cap: $10.15B
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Q: Hi team,

Grateful if you could compare, as growth stocks, NIO, Tesla and Volkswagen. In order, which ones would you buy now for a medium term ?

Have a good day,

Jacques IDS

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Read Answer Asked by Jacques on September 02, 2021

• Rio Tinto Plc (RIO $64.38)
  • $64.38 P/E (TTM): 8.78X Cap: $77.81B
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Q: Hi, we have TFSA’s, RRSP’s and non-registered accounts. Where is the best place to hold high dividend US stocks? Thanks, Bill

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Read Answer Asked by Bill on September 02, 2021

• Pfizer Inc. (PFE $25.04)
  • $25.04 P/E (TTM): 17.58X Cap: $137.92B
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Q: On 8/23 FDA gave final approval to PFE re vaccine,and PFE announced acquistion of Tril for $2.26B. Initial spike to $51.36 high,but been dropping since then to close at $46.04 today.Meanwhile C Wood has been buying. Is this a good time to buy? Txs for u usual great services & views

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Read Answer Asked by Peter on September 02, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $18.02)
  • $18.02 Cap: $2.43B
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Q: LSPD has had quite the run recently. Not worrying about position size would you be taking some off the table here? Or let it ride for a bit longer. Say $160?

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Read Answer Asked by sean on September 02, 2021

• Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
  • $44.24 P/E (TTM): 147.69X Cap: $1.82B
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Q: What happened to MAGT today to cause such a big drop in price?

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Read Answer Asked by Mavis on September 02, 2021

• Miscellaneous (MISC)
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Q: Stocks not in your data base. I typed in ORMP, DVAX (a product similar to Moderna) and MAGS. When I did a search into questions asked - they advised no questions asked and to ask a question. ORMP I am up approx. 30% in a week. It is drug related. Can you give me some advice on these even if they are not in your data base?

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Read Answer Asked by Dennis on September 01, 2021

• Kansas City Southern (KSU $293.59)
  • $293.59 Cap: $26.71B
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• Canadian National Railway Company (CNR $135.95)
  • $135.95 P/E (TTM): 19.08X Cap: $85.50B
  • View CNR Profile
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• Canadian Pacific Kansas City Limited (CP $106.36)
  • $106.36 P/E (TTM): 25.67X Cap: $98.93B
  • View CP Profile
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Q: CN took a bath today, and it looks like CP may get Kansas City after all.
I have no rail stocks; would you pick one today? Would you prefer the "winner" of Kansas City Southern?
John

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Read Answer Asked by John on September 01, 2021

• Alimentation Couche-Tard Inc. (ATD $76.95)
  • $76.95 P/E (TTM): 20.58X Cap: $72.68B
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Q: Please comments on the earning.

Thanks,

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Read Answer Asked by Kirk on September 01, 2021

• TaskUs Inc. (TASK $17.05)
  • $17.05 P/E (TTM): 27.98X Cap: $1.51B
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Q: Did very well ! Bought large at IPO. SELL partially or let it run ? Thanks

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Read Answer Asked by Kamal on September 01, 2021