Investment Q&A

• Box Inc. Class A (BOX $32.94)
  • $32.94 P/E (TTM): 26.64X Cap: $4.77B
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• MKS Inc. (MKSI $121.26)
  • $121.26 P/E (TTM): 33.99X Cap: $8.14B
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• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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Q: I'm not happy with MKS (down 28%) and considering selling in favour of BOX or GRUB. Can I have your thoughts on this move and which do you prefer at the moment? I do not need income and am OK with reasonable risk over a 3-4 yr period.

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Read Answer Asked by Michael on August 16, 2018

• Dollar General Corporation (DG $99.22)
  • $99.22 P/E (TTM): 18.27X Cap: $21.83B
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Q: Would appreciate your opinion on this US company (Dollar General).
Numbers and outlook? Thank you.

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Read Answer Asked by Uli on August 16, 2018

• Mastercard Incorporated (MA $557.48)
  • $557.48 P/E (TTM): 38.07X Cap: $503.96B
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• Visa Inc. (V $343.65)
  • $343.65 P/E (TTM): 33.89X Cap: $666.66B
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Q: Which would you prefer and why. Is now a good time to enter 1/2 position? I’m low on financials with only TD and GSY. Many thanks as always

Rob

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Read Answer Asked by Rob on August 16, 2018

• Micron Technology Inc. (MU $181.60)
  • $181.60 P/E (TTM): 34.53X Cap: $203.83B
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Q: Not all that long ago this stock was in the mid 60's and just falls everyday, sometimes as much as 5% in one day. Do you still like this stock? Have you any idea what the problem is with it? On the Canadian side, seems like pretty well all of the Canadian stocks are falling. BBD.B went from $550 to $450 then back up to $525 and then back down to $445. Is this going to do what it did in the past, causing people who got involved with it to lose a bundle? Thanks, Dennis

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Read Answer Asked by Dennis on August 16, 2018

• Constellation Brands Inc. (STZ $141.33)
  • $141.33 Cap: $24.73B
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Q: Constellation Brands made a heavy investment in Canopy Growth and the stock drops significantly. What's the deal with the market reaction? Do you still consider this a buy?

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Read Answer Asked by Grant on August 15, 2018

• Realty Income Corporation (O $58.26)
  • $58.26 P/E (TTM): 56.95X Cap: $53.26B
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• H&R Real Estate Investment Trust (HR.UN $11.30)
  • $11.30 Cap: $3.11B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.98)
  • $39.98 P/E (TTM): 79.4X Cap: $6.33B
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• Chartwell Retirement Residences (CSH.UN $19.51)
  • $19.51 P/E (TTM): 89.23X Cap: $5.67B
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• InterRent Real Estate Investment Trust (IIP.UN $13.40)
  • $13.40 Cap: $1.87B
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• Cencora Inc. (COR $318.00)
  • $318.00 P/E (TTM): 32.25X Cap: $61.65B
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• Digital Realty Trust Inc. (DLR $168.49)
  • $168.49 P/E (TTM): 46.11X Cap: $57.46B
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Q: Instead of purchasing a piece of real estate, am thinking of REITs . Could you recommend a few for a 5+ years hold, both Canadian & US. Thank you. Fooklin

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Read Answer Asked by Fooklin on August 15, 2018

• Covia Holdings Corporation (CVIA)
  • Cap: $60M
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Q: Can you give your perspective pm CVIA's recent (first) earnings. The EPS was stated to be 0.14 although there were a number of one-time charges. Other sources put the earnings at 0.61.

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Read Answer Asked by Theodore on August 15, 2018

• Vanguard Dividend Appreciation FTF (VIG $212.59)
  • $212.59 P/E (TTM): 24.54X Cap: $90.06B
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• Vanguard Total International Stock (VXUS $72.17)
  • $72.17 Cap: $92.93B
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• Vanguard Balanced ETF Portfolio (VBAL $36.26)
  • $36.26 Cap: $4.04B
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• Vanguard Growth ETF Portfolio (VGRO $41.83)
  • $41.83 Cap: $7.95B
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Q: Hey Guys,
Would you buy these ETFs today?
Are there other ETFs you prefer today.
This is for a long term hold.
Thank you,
John.

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Read Answer Asked by John on August 14, 2018

• Gilead Sciences Inc. (GILD $117.18)
  • $117.18 P/E (TTM): 23.21X Cap: $145.39B
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• Intuitive Surgical Inc. (ISRG $429.59)
  • $429.59 P/E (TTM): 61.81X Cap: $153.99B
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Q: Hi,

Doing some rebalancing and portfolio review. For US Large Cap Healthcare exposure, what do you think of a straight swap 3% position GILD for ISRG? which would you say has higher expected return from here?

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Read Answer Asked by John on August 14, 2018

• PayPal Holdings Inc. (PYPL $69.84)
  • $69.84 P/E (TTM): 16.26X Cap: $66.72B
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• Mastercard Incorporated (MA $557.48)
  • $557.48 P/E (TTM): 38.07X Cap: $503.96B
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• Visa Inc. (V $343.65)
  • $343.65 P/E (TTM): 33.89X Cap: $666.66B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Apparently Canada is leading the way in moving to a cashless society. What names do you see as having the most potential to benefit from going cashless

thank you

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Read Answer Asked by Dale on August 14, 2018

• Route1 Inc. (ROI $0.08)
  • $0.08 Cap: $3M
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• Check Point Software Technologies Ltd. (CHKP $195.56)
  • $195.56 Cap: $21.46B
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• Rapid7 Inc. (RPD $18.62)
  • $18.62 P/E (TTM): 46.07X Cap: $1.20B
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Q: Hi, please give me your thoughts on this microcap. The main product, MobiKEY, seems useful for data security and privacy. Do you see data security/privacy as an area for growth in light of the recent FB data issues? Any other names to watch or look at in a similar business? Thanks.

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Read Answer Asked by Marco on August 14, 2018

• Gilead Sciences Inc. (GILD $117.18)
  • $117.18 P/E (TTM): 23.21X Cap: $145.39B
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• Garmin Ltd. (Switzerland) (GRMN $248.03)
  • $248.03 P/E (TTM): 31.67X Cap: $47.74B
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• QUALCOMM Incorporated (QCOM $153.59)
  • $153.59 P/E (TTM): 16.01X Cap: $165.72B
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• JPMorgan Chase & Co. (JPM $300.89)
  • $300.89 P/E (TTM): 15.67X Cap: $827.37B
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• Pfizer Inc. (PFE $24.78)
  • $24.78 P/E (TTM): 13.43X Cap: $140.88B
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• Vanguard Dividend Appreciation FTF (VIG $212.59)
  • $212.59 P/E (TTM): 24.54X Cap: $90.06B
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Q: Thanks for my div. answer. Now with US Cash from my netflix sale to increase my div. income would you agree that buying some US div.payers would be wise. If so please advise some worthy candidates or div. ETF, to stay in the stronger US market. Thanks.

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Read Answer Asked by Peter on August 14, 2018

• Pure Storage Inc. Class A (PSTG $89.37)
  • $89.37 P/E (TTM): 222.9X Cap: $29.37B
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Q: Hi,
I would like your opinion about Pure Storage, Inc. (PSTG) on the nasdaq.
Tx

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Read Answer Asked by Stephane on August 14, 2018

• Covalon Technologies Ltd. (COV $2.01)
  • $2.01 P/E (TTM): 26.12X Cap: $55M
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• The Trade Desk Inc. (TTD $52.36)
  • $52.36 P/E (TTM): 65.17X Cap: $25.60B
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Q: Both cov and ttd had very good results by the end of last week. Would you recommend selling either or both?
David

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Read Answer Asked by David on August 13, 2018

• Invitae Corporation (NVTA)
  • Cap: $5M
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Q: Hi,

Could I have your opinion on the latest quarterly result. The stock as double since dilution. Growth is impressive. Yet still burning cash but improving.

I have no position but looking at it on any pull back now.

Thanks,

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Read Answer Asked by Stephane on August 13, 2018

• Bank of America Corporation (BAC $48.65)
  • $48.65 P/E (TTM): 14.6X Cap: $360.34B
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• JPMorgan Chase & Co. (JPM $300.89)
  • $300.89 P/E (TTM): 15.67X Cap: $827.37B
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• Royal Bank of Canada (RY $201.20)
  • $201.20 P/E (TTM): 15.42X Cap: $282.68B
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• Toronto-Dominion Bank (The) (TD $109.78)
  • $109.78 P/E (TTM): 9.45X Cap: $187.41B
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• Bank of Nova Scotia (The) (BNS $88.84)
  • $88.84 P/E (TTM): 17.15X Cap: $110.30B
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Q: Hi group...I own JPM + BOA in the US and BNS+ RBC +TD In Canada- Looking like US banks are under more pressure on the last few days (Turkey situation worsens +JPM + BOA down close to 5%) - why are US banks getting hit so hard / going fwd do you like US banks are would you stick to Canadian banks ? - Your comments re appreciated

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Read Answer Asked by Terence on August 13, 2018

• iShares Floating Rate Bond ETF (FLOT $50.89)
  • $50.89 Cap: $8.94B
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Q: Thanks for your earlier reply about treatment of distributions in various accounts (TFSA, RRSP and investment accounts) but my question was specifically for FLOT (iShares Floating Rate Bond ETF), which I believe is still in your Income Fund. For some reason the company name did not appear in my initial question.

Steve

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Read Answer Asked by Steve on August 13, 2018

• Booking Holdings Inc. (BKNG $5,164.93)
  • $5,164.93 P/E (TTM): 36.2X Cap: $167.39B
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Q: How are the 2Q results and prospects in your view? Investors appear to be reacting to the guidance.

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Read Answer Asked by Ty on August 13, 2018

• Innovator IBD 50 ETF (FFTY $38.05)
  • $38.05 P/E (TTM): 41.15X Cap: $100M
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Q: Can you give me your opinion of the ETF FFTY? Do you like the weekly rebalancing? What about the expenses, do you consider them high? I'm looking for something I can buy and hold and was thinking of allocating 10% of my portfolio to this. If you don't like it can you suggest something else for US exposure? Thanks!

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Read Answer Asked by TK on August 13, 2018

• FireEye Inc. (FEYE)
  • P/E (TTM): -20.1X Cap: $4.27B
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• Fortuna Mining Corp. (FVI $12.40)
  • $12.40 P/E (TTM): 18.16X Cap: $3.80B
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Q: Can you comment on FVI quarterly report.
Also can I have your opinion on FEYE. Is it worth holding if the economy goes down.

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Read Answer Asked by Irshad on August 13, 2018