Investment Q&A

Q: Hello:

Are the "Market, Model Portfolio, and Report Updates!" emails archived on the website?

Thank you.

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Read Answer Asked by ST on June 05, 2023

• iShares Core S&P Total U.S. Stock Market ETF (ITOT)
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• Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF (VSS)
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• iShares Russell 2000 ETF (IWM)
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• iShares Core S&P Small-Cap ETF (IJR)
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Q: If one already has a 10% weighting in ITOT would an additional position in a small cap fund be warranted? Which ETF is preferred for small cap exposure and why - IJR or IWM? It appears IJR has outperformed on all timelines. Is this due to its more concentrated approach? Is there a global small cap etf that is recommended?

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Read Answer Asked by Matthew on June 02, 2023

• Vanguard FTSE Emerging Markets ETF (VWO)
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• iShares Latin America 40 ETF (ILF)
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• iShares MSCI Brazil ETF (EWZ)
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Q: How stable is the $2 dividend, currently yielding 8%?

Any similar etf you would consider to be a better choice for income and some growth?

Thanks.

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Read Answer Asked by Donald on June 02, 2023

• Trisura Group Ltd. (TSU)
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Q: Hello,

Is it just me or is Trisura starting to have better price momentum? If the economy turns down in the second half, how much of an impact would it have on TSU’s incredible growth rate that they’ve had or are they largely immune?

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Read Answer Asked by James on June 02, 2023

• Palo Alto Networks Inc. (PANW)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: I've seen your recent comments on Crowdstrike's earnings. At this point would you prefer CRWD or PANW for quality and growth over the long term?

Thanks!

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Read Answer Asked by Mike on June 02, 2023

• SoFi Technologies Inc. (SOFI)
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Q: Is SOFI a buy here with debt ceiling drama being dealt with; moving to student loans being paid again and a more digital banking experience transition for customers going forward? Thanks, Lesley

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Read Answer Asked by Lesley on June 02, 2023

• Farmland Partners Inc. (FPI)
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• Gladstone Land Corporation (LAND)
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• VanEck Agribusiness ETF (MOO)
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Q: Hi Peter and Team,

Are there any good ideas that are publicly traded to participate invest in productive farm land? In an ideal world, such a vehicle would pay a dividend also.

Thanks!

Upvote 1

Read Answer Asked by Marc on June 02, 2023

• NVIDIA Corporation (NVDA)
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• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)
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• VanEck Vectors Semiconductor ETF (SMH)
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Q: I would like to get exposure to the semiconductor industry but am reluctant to buy NVDA because of its recent runup. I am considering SMH or SOXX. Do you have a better idea or would it be wise to stay on the sidelines for a while? This may not be relevant but I do hold Fortinet. Your thoughts and comments would be appreciated. Thank You.

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Read Answer Asked by Brian on June 02, 2023

• Icahn Enterprises L.P. (IEP)
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Q: Recently ran into some $. Much to my surprise. Was thinking about putting it into IEP. Leaving it and not looking at it for 10 years. Is this a binary bet on high risk/high reward opportunity. How would the dividend be taxed in a non registered account? Over time I may look to move it to TFSA if it bolds well. Thoughts?

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Read Answer Asked by Chris on June 02, 2023

• Sylogist Ltd. (SYZ)
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• Illumina Inc. (ILMN)
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• NFI Group Inc. (NFI)
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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• mdf commerce inc. (MDF)
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• Ballard Power Systems Inc. (BLDP)
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• Pollard Banknote Limited (PBL)
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• Real Matters Inc. (REAL)
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• Alteryx Inc. Class A (AYX)
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• Osisko Development Corp. (ODV)
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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• D2L Inc. Subordinate Voting Shares (DTOL)
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Q: Unfortunately I am down over 50% on all these stocks (held in my TFSA). I am “cleaning house”.
Please give your opinion as to whether any have the potential to recover and are worth holding for a bit longer.
Thanks for your help.
Len

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Read Answer Asked by Leonard on June 02, 2023

• Amazon.com Inc. (AMZN)
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• Costco Wholesale Corporation (COST)
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• Dollar General Corporation (DG)
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• Target Corporation (TGT)
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• Walmart Inc. (WMT)
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• Five Below Inc. (FIVE)
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Q: Which company to buy at this time for near term price appreciation. Any other suggestions in consumer staples. Your PA suggests I should increase consumer staples (no staples in my portfolio at this time).
Thanks

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Read Answer Asked by satish on June 02, 2023

• J.B. Hunt Transport Services Inc. (JBHT)
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• XPO Inc. (XPO)
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• Old Dominion Freight Line Inc. (ODFL)
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• TFI International Inc - Ordinary Shares (TFII)
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• RXO Inc (RXO)
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Q: Would this be a good time to start adding to freight/ trucking operators?

Would please rank these in order of upside potential give current prices.

Thanks.

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Read Answer Asked by Donald on June 02, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI)
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Q: Hello,

Based on RBC estimates, Nuvei trades at 7% fcf yield f23 and 9.1% f24 and 15.5 pe.

That’s a PEG of .775 for a company growing at 20% into the future.

Understanding there is the worts of share dilution, how is this stock not one of the most attractive tech stocks on the open market?

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Read Answer Asked by James on June 02, 2023

• Lumine Group Inc. (LMN)
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Q: Is the current price a good entry level for the stock?

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Read Answer Asked by Gary on June 02, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: Both these companies are having a disastrous ytd 2023.Do you see any reason to own either in 2023 given both the real estate and retail outlooks for the year

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Read Answer Asked by Kim on June 02, 2023

• Exchange Income Corporation (EIF)
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Q: Why do you see the markets react so negatively to the Pal Air agreement with AC, or is it another reason?
Cheers, Chris

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Read Answer Asked by Christopher on June 02, 2023

• Pet Valu Holdings Ltd. (PET)
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Q: Hello, now that Chewy has announced coming to Canada in Q3, what do you think is the outlook for PET? Is the close-to-25% drop in share price since March enough to price in this development? Thanks

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Read Answer Asked by Martin on June 02, 2023

• Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR)
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Q: Hello, can you explain the difference between Estimated Annualized yield of 5.48% 12 Month trailing yield of 4.63% for an ETF such as HFR?

Thank you,

Mike

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Read Answer Asked by Michael on June 02, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: Hello,

If the market were to turn over, how much lower do you believe BN could trade? Maybe you could provide a low, medium and high point based on hard or soft landing.

I’m hoping most is priced in lol.

Have a good weekend.

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Read Answer Asked by James on June 02, 2023

• NexGen Energy Ltd. (NXE)
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Q: NXE has made a significant jump today with larger volume.
Any news on the wire?
Thank you.

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Read Answer Asked by Martin on June 02, 2023