Investment Q&A

• eXp World Holdings Inc. (EXPI)
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Q: With rising interest rates and/or possible recession, do you still like EXPI?


Leo

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Read Answer Asked by Leo on April 05, 2022

• SVB Financial Group (SIVB)
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Q: Do you see this as a good entry point for a long term growth investor?
Thanks

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Read Answer Asked by Curtis on April 05, 2022

• Topicus.com Inc. (TOI)
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Q: Are the Topicus shares distribution from CSU taxable in 2021?

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Read Answer Asked by Brad on April 05, 2022

• Precision Drilling Corporation (PD)
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Q: Your thoughts on this PD please

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Read Answer Asked by Tom on April 05, 2022

• Suncor Energy Inc. (SU)
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• Parex Resources Inc. (PXT)
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• Tamarack Valley Energy Ltd. (TVE)
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Q: Do you currently prefer oil companies vs gas companies for growth ? Please give me your choices in your favorite sector.
Many thanks for your advice.
Ian

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Read Answer Asked by Ian on April 05, 2022

• TFI International Inc. (TFII)
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Q: trucking has been down the past while. tfii has fallen with the group. do you see tfii as typical of the sector or an overperformer who will shine again? with the drop the past 10 days, would you add to a position? what do you see for the company

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Read Answer Asked on April 05, 2022

• TFI International Inc. (TFII)
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Q: Do you now believe Tfii. Is oversold?

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Read Answer Asked by Terry on April 05, 2022

• Financial Select Sector SPDR (XLF)
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• Vanguard Financials ETF (VFH)
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Q: The US financials have come off in recent weeks. Is it a good time to be entering in VFH and or XLF?

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Read Answer Asked by Jacques on April 05, 2022

• WELL Health Technologies Corp. (WELL)
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Q: The following was in the Globe today and I quote: "Canaccord Genuity’s Doug Taylor lowered his Well Health Technologies Corp. to $10 from $12 with a “buy” rating, while PI Financial’s Kris Thompson cut his target to $9 from $10.50 with a “buy” rating. The AVERAGE is $10.12."

And yet is sits at $5.10. After a good, solid quarter. I just shake my head and wonder what I am missing?

If it wasn't for 5i I would have all my money in a sock hidden under the mattress.

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Read Answer Asked by Bryan on April 05, 2022

• Cargojet Inc. Common and Variable Voting Shares (CJT)
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• Anaergia Inc. (ANRG)
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Q: Part two of the spring clean up, sell ANRG and buy CJT instead. Little concerned over execution at ANRG, really like the fundamentals at CJT. Also have a position in GRN for sector exposure.

Leo

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Read Answer Asked by Leo on April 05, 2022

• Miscellaneous (MISC)
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Q: I'm confused regarding your answer to Paul's question regarding capital gains. You mentioned that "Shares sold can be re-bought immediately and a new ACB established."
My question is does not one have to wait 30 days to re-buy the same holding because of the superficial loss rule? If not, please explain.

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Read Answer Asked by Harvey on April 05, 2022

• Toronto-Dominion Bank (The) (TD)
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• Bank of Nova Scotia (The) (BNS)
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• Suncor Energy Inc. (SU)
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• BCE Inc. (BCE)
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• Enbridge Inc. (ENB)
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• Manulife Financial Corporation (MFC)
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• TC Energy Corporation (TRP)
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• TELUS Corporation (T)
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• Power Corporation of Canada Subordinate Voting Shares (POW)
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• Pembina Pipeline Corporation (PPL)
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• AltaGas Ltd. (ALA)
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• Algonquin Power & Utilities Corp. (AQN)
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Q: In which order would you rate these stocks as the best buy right now in each sector or is there something else in each of these sectors Energy, financial, utilities that you would consider a better buy.

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Read Answer Asked by Barrie on April 05, 2022

• Alphabet Inc. (GOOG)
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• Brookfield Asset Management Inc Class A Limited (BAM)
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Q: Today you replied to request for your 10 US/Can highest conviction names and left off Google and BAM (my two largest positions). Is there a reason and if so why?

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Read Answer Asked by Don on April 05, 2022

• Palantir Technologies Inc. Class A (PLTR)
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Q: Your opinion on PLTR. Buy,hold or sell? Thank you. Fooklin

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Read Answer Asked by Fooklin on April 05, 2022

• Visa Inc. (V)
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• Sun Life Financial Inc. (SLF)
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• TMX Group Limited (X)
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• goeasy Ltd. (GSY)
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Q: I'm overweight financials - almost 20% of my total portfolio. In relatively equal proportions I hold: BAM, GSY, SLF, X and V. Should I trim across the board or do these stocks have sufficiently different economic drivers that being 20% overweight is not a concern? Thank you.

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Read Answer Asked by Maureen on April 05, 2022

• goeasy Ltd. (GSY)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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Q: Hello Team,

I am interested in your opinions on both of these companies at current levels. Would you add to these names here? Also, at what price would you find them overwhelming attractive?

Thank you.

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Read Answer Asked by James on April 05, 2022

• FirstService Corporation (FSV)
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• Docebo Inc. (DCBO)
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Q: Time to do a little spring clean up on the portfolio. Thinking of selling DCBO and buying FSV instead. Your thoughts?

The idea is to take a little risk off the table.

Leo

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Read Answer Asked by Leo on April 04, 2022

Q: Which stocks do you currently have a A or A- rating on?

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Read Answer Asked by Allan on April 04, 2022

• Granite Real Estate Investment Trust (GRT.UN)
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Q: why the big drop in GRT.un today - about 4% (almost 4$)

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Read Answer Asked by arnold on April 04, 2022

• Newmont Corporation (NEM)
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• Newmont Corporation (NGT)
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Q: Hello Team,
What do you perceive to be the reason behind the recent move in Newmont Corp?
Thank for the great service,
Andrew

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Read Answer Asked by ANDREW on April 04, 2022