Investment Q&A

• Mawer Balanced Fund Series A (MAW104)
  • View MAW104 Profile
  • View Questions on MAW104
• Mawer Tax Effective Balanced Fund Series A (MAW105)
  • View MAW105 Profile
  • View Questions on MAW105
• Mawer Global Balanced Fund Series A (MAW130)
  • View MAW130 Profile
  • View Questions on MAW130

Q: MAW105 is supposed to be more tax efficient but how can it be since the distribution under that fund is greater than under MAW104 or MAW130.
MAW104 is a fund of funds while the other 2 hold the securities. What is the difference between the global balanced fund and the tax efficient one.
What will be the best one for a non registered account and for an rrsp. Why?
Thank you for your help with this matter.

Upvote 0

Read Answer Asked by Monique on April 28, 2021

Q: What is the best way to purchase this stock? My online brokerage service only allows me to buy Canadian or stocks listed on U.S. exchanges.

Upvote 0

Read Answer Asked by Paul on April 28, 2021

• TFI International Inc. (TFII)
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: Kindly give us your take on the just released TFII Q1 results and forward prospects. Thank you very much.

Upvote 0

Read Answer Asked by Victor on April 28, 2021

• Pinterest Inc. Class A (PINS)
  • View PINS Profile
  • View Questions on PINS

Q: Could you please comment on their earnings and outlook?

Thanks,
Milan

Upvote 0

Read Answer Asked by Milan on April 28, 2021

• Enbridge Inc. (ENB)
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TELUS Corporation (T)
  • View T Profile
  • View Questions on T

Q: Which do you prefer telus or enbridge for income growth and safety. thanks

Upvote 0

Read Answer Asked by don on April 28, 2021

• Alphabet Inc. (GOOG)
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• AbbVie Inc. (ABBV)
  • View ABBV Profile
  • View Questions on ABBV
• CrowdStrike Holdings Inc. (CRWD)
  • View CRWD Profile
  • View Questions on CRWD
• Trane Technologies plc (TT)
  • View TT Profile
  • View Questions on TT

Q: I was wondering what will be your recommendation for 5 growth companies in Canada and US after the pandemic.

Upvote 0

Read Answer Asked by Satish on April 28, 2021

• Sangoma Technologies Corporation (STC)
  • View STC Profile
  • View Questions on STC
• Photon Control Inc. (PHO)
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO
• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG)
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Kinaxis Inc. (KXS)
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Advanced Micro Devices Inc. (AMD)
  • View AMD Profile
  • View Questions on AMD
• The Trade Desk Inc. (TTD)
  • View TTD Profile
  • View Questions on TTD
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• CrowdStrike Holdings Inc. (CRWD)
  • View CRWD Profile
  • View Questions on CRWD
• Docebo Inc. (DCBO)
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO
• Dye & Durham Limited (DND)
  • View DND Profile
  • View Questions on DND
  • View Reports on DND
• Nuvei Corporation Subordinate Voting Shares (NVEI)
  • View NVEI Profile
  • View Questions on NVEI
• Unity Software Inc. (U)
  • View U Profile
  • View Questions on U
• Topicus.com Inc. (TOI)
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

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

Upvote 0

Read Answer Asked by Stefan on April 28, 2021

• FirstService Corporation (FSV)
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV

Q: Do you think FSV is fully valued or do you see more growth ahead?
Thanks for your service

Upvote 0

Read Answer Asked by Ozzie on April 27, 2021

• AbbVie Inc. (ABBV)
  • View ABBV Profile
  • View Questions on ABBV
• Eli Lilly and Company (LLY)
  • View LLY Profile
  • View Questions on LLY

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?

Upvote 0

Read Answer Asked by Mark on April 27, 2021

• The Trade Desk Inc. (TTD)
  • View TTD Profile
  • View Questions on TTD

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?

Upvote 0

Read Answer Asked by Kim on April 27, 2021

• Pulse Seismic Inc. (PSD)
  • View PSD Profile
  • View Questions on PSD

Q: Can I get your current thoughts on PSD please.

Thanks

Upvote 0

Read Answer Asked by Scott on April 27, 2021

• BMO MSCI EAFE Index ETF (ZEA)
  • View ZEA Profile
  • View Questions on ZEA
• iShares Core MSCI EAFE IMI Index ETF (XEF)
  • View XEF Profile
  • View Questions on XEF
• iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN)
  • View XIN Profile
  • View Questions on XIN
• iShares Core MSCI EAFE ETF (IEFA)
  • View IEFA Profile
  • View Questions on IEFA
• iShares MSCI EAFE Small-Cap ETF (SCZ)
  • View SCZ Profile
  • View Questions on SCZ
• iShares MSCI EAFE ETF (EFA)
  • View EFA Profile
  • View Questions on EFA

Q: Hi
can you recommend one or more ETFs that together or individually cover Europe, Australia and the Far East?
thanks

Upvote 0

Read Answer Asked by Mary on April 27, 2021

• AllianceBernstein Holding L.P. Units (AB)
  • View AB Profile
  • View Questions on AB

Q: Could you please provide your current view of Alliance Bernstein’s growth prospects and the potential for the continuity of its dividend? Thanks!

Upvote 0

Read Answer Asked by David on April 27, 2021

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Real Matters Inc. (REAL)
  • View REAL Profile
  • View Questions on REAL
  • View Reports on REAL

Q: What are tomorrow’s estimates for SHOP and REAL? Thanks

Upvote 0

Read Answer Asked by Leo on April 27, 2021

• AbbVie Inc. (ABBV)
  • View ABBV Profile
  • View Questions on ABBV
• Stryker Corporation (SYK)
  • View SYK Profile
  • View Questions on SYK
• Veeva Systems Inc. Class A (VEEV)
  • View VEEV Profile
  • View Questions on VEEV

Q: My healthcare stocks include ABBV,VEEV,and Well.I am considering switching from VEEV to STRYKER. What do you think?

Upvote 0

Read Answer Asked by Allen on April 27, 2021

• Cubicfarm Systems Corp. (CUB)
  • View CUB Profile
  • View Questions on CUB

Q: Hi - what can you tell me about Cubic Farms Systems (valuation/growth, etc). Is it a buy?

Upvote 0

Read Answer Asked by Max on April 27, 2021

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
  • View HPS.A Profile
  • View Questions on HPS.A

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

Upvote 0

Read Answer Asked by Dave on April 27, 2021

• Algonquin Power & Utilities Corp. (AQN)
  • View AQN Profile
  • View Questions on AQN
• Northland Power Inc. (NPI)
  • View NPI Profile
  • View Questions on NPI
  • View Reports on NPI

Q: Between AQN and NPI, which would you prefer, as of today, for a five year investment horizon?

Upvote 0

Read Answer Asked by Rick on April 27, 2021

• Thermo Fisher Scientific Inc (TMO)
  • View TMO Profile
  • View Questions on TMO

Q: TMO Can you please comment on this one, management, debt, p/e, competition ...?
Thanks

Upvote 0

Read Answer Asked by TOM on April 27, 2021

• Northern Superior Resources Inc. (SUP)
  • View SUP Profile
  • View Questions on SUP
• Anaconda Mining Inc. (ANX)
  • View ANX Profile
  • View Questions on ANX

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.

Upvote 0

Read Answer Asked by Brian on April 27, 2021