Investment Q&A

• Welltower Inc. (WELL)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Xebec Adsorption Inc. (XBC)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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• Dye & Durham Limited (DND)
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Q: Hi,

Looking for about 5 Canadian growth names to add to my TFSA. What would you recommend right now?

Thanks,
Jason

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Read Answer Asked by Jason on February 22, 2021

• Fortis Inc. (FTS)
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• Emera Incorporated (EMA)
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Q: Stocks like EMA and FTS have declined about 10-12% during the last four months whereas the TSX is up by about 12%. Are there any fundamental issues with these companies? Or the rotation of funds from utilities to riskier companies is causing the decline of the utilities?
Thank you for your insight.

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Read Answer Asked by Terry on February 22, 2021

• Emera Incorporated (EMA)
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• TMX Group Limited (X)
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• Kinaxis Inc. (KXS)
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• Winpak Ltd. (WPK)
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• NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
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• Cargojet Inc. Common and Variable Voting Shares (CJT)
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• Boralex Inc. Class A Shares (BLX)
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• Boyd Group Services Inc. (BYD)
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Q: looking to buy this bundle...can you rank from must have to lest favourite..many thanks...

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Read Answer Asked by adam on February 22, 2021

• Hamilton Thorne Ltd. (HTL)
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• Vitalhub Corp. (VHI)
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• Converge Technology Solutions Corp. (CTS)
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• Wishpond Technologies Ltd. (WISH)
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Q: Could you please rank the companies on potential growth for next 3-5 years?

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Read Answer Asked by Dave on February 22, 2021

• Superior Plus Corp. (SPB)
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Q: Is SPB now in a position to work with BAM to acquire a large size U.S.propane distributor such as Ferrellgas?
Thanks
Bob Rose

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Read Answer Asked by Robert on February 22, 2021

• Teladoc Health Inc. (TDOC)
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• SOC Telemed Inc. (TLMD)
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Q: Could you offer me your best opinion about Telemed. Would it have more growth to it than TeleDoc? Thanks. Lorraine

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Read Answer Asked by Dr Lorraine on February 22, 2021

• Immunoprecise Antibodies Ltd. (IPA)
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Q: Please comment on the study results announced by IPA. Would it change your outlook about the company?

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Read Answer Asked by Imtiaz on February 22, 2021

• Neo Performance Materials Inc. (NEO)
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• VanEck Rare Earth/Strategic Metals ETF (REMX)
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Q: Hi team
China does export some rare earth metals that are essential for alot of industries
uses
Australia is trying raise capital to develop their own rare earth metals
Are there any companies in Canada or US that one can invest in for this area?
or an ETF
thanks
Michael

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Read Answer Asked by Michael on February 22, 2021

• Centene Corporation (CNC)
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Q: I down about 14% in this stock. Seems like this is one of the few stocks to be going down as everything else is going up. Should it improve once the employment rate improves in the States? Is it a sell or should I add shares given its low valuation?
thanks for all your hlep

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Read Answer Asked by Mary on February 22, 2021

• Grayscale Bitcoin Trust (GBTC)
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• Bitcoin Fund The (QBTC)
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• Purpose Bitcoin ETF (BTCC.B)
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Q: Further to my question , you answered this a.m. Why is there such an amazing difference in performance between (all one month)?
QBTC- 26.5%
GBTC- 47.13%
BTW-80.79%
Agnostic to currency which one do you suggest and why?

Sheldon

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Read Answer Asked by Sheldon on February 22, 2021

• Topicus.com Inc. (TOI)
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Q: Hi team,

What are your thoughts on this company's growth potential over the long term? Would it be an attractive entry point at current valuations?

Thanks,

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Read Answer Asked by Keith on February 22, 2021

• Magna International Inc. (MG)
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• Xebec Adsorption Inc. (XBC)
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• Enthusiast Gaming Holdings Inc. (EGLX)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Hello

Our US holdings are up 36.25%, where as our Canadian holdings are only up 17.22%.
The five mentioned above are our only real shining stars at this point.
Is one better to have all US holdings and forget Canada?
Thank you
Mike

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Read Answer Asked by Mike on February 22, 2021

• Methanex Corporation (MX)
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Q: Hi team

I am aware that you do not put alot of stress into seasonal trade (seasonality)
of a stock
I would like to find out what is the seasonal trade trend (months or time of year)
for Methanex, looking for an entry point for a half position,

thanks,
Michael

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Read Answer Asked by Michael on February 22, 2021

• Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
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Q: I recently bought RCI.B after the pullback on lower earnings, thinking it would be a good defensive name with room to grow post-Covid. Since then it has languished with a steady slow fall . I already own Telus and BCE. Would you advise holding on and waiting for better times or selling now?

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Read Answer Asked by richard on February 22, 2021

• HIVE Digital Technologies Ltd. (HIVE)
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• Hut 8 Corp. (HUT)
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Q: Hi! What is your short-term and long-term outlook on the above companies? Also, what are the differentiating factors between the various crypto miners? Do you have any favorites? Thank you!

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Read Answer Asked by TRINA on February 22, 2021

Q: Do we have a copper ETF in Can$ or would you pick a Can CO. that produves copper .Thank you

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Read Answer Asked by Steven on February 22, 2021

Q: Hi Peter,
from your article in the Financial Post, could you elaborate on the effects of inflation or deflation on a portfolio?
Thank you.

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Read Answer Asked by Serge on February 22, 2021

• TFI International Inc. (TFII)
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Q: Do u think owning both TFII and Magna would be too much correlation, or do you think they may compliment each other? I own Magna but wanted to buy TFII also, thanks

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Read Answer Asked by Pat on February 22, 2021

• Real Matters Inc. (REAL)
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Q: Real Matters has experienced weakness in the last few months (as most of your readers know).

But in the past week, there was a gap down and I think it has more to do with their competitive position in the market related to the pending merger between CoStar and Corelogic (which I would think is Real Matters competition). What do you think about this? Do you know if this will have a material change in their ability to gain market share in the Appraisals business?

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Read Answer Asked by Eugene on February 22, 2021

• Corning Incorporated (GLW)
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Q: Hi, may I have your thoughts on Corning. Is it too expensive?

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Read Answer Asked by Izhak on February 22, 2021