Investment Q&A

• Cineplex Inc. (CGX $10.66)
  • $10.66 Cap: $663M
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• Cinemark Holdings Inc Inc. (CNK $28.61)
  • $28.61 P/E (TTM): 27.45X Cap: $3B
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• AMC Entertainment Holdings Inc. Class A (AMC $1.18)
  • $1.18 Cap: $598M
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• Imax Corporation (IMAX $41.16)
  • $41.16 P/E (TTM): 66.7X Cap: $2.22B
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Q: Have your opinions changed on the status of these companies since your responses in early August and if I wanted to take a speculative position, how would you rank these companies in order of preference.

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Read Answer Asked by Denis on September 24, 2020

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $66.49)
  • $66.49 Cap: $8.83B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $55.77)
  • $55.77 Cap: $8.26B
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Q: In your opinion which one would offer the best return over the next 5 years?

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Read Answer Asked by Terry on September 24, 2020

• RBC Quant U.S. Equity Leaders (CAD Hedged) ETF (RUEH $36.38)
  • $36.38 P/E (TTM): 16.9X
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Q: Could I get your opinion of this ETF, what it does, and why it seems to be standing up so well in the latest market unpleasantness?

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Read Answer Asked by John on September 24, 2020

• Air Canada Voting and Variable Voting Shares (AC $18.90)
  • $18.90 P/E (TTM): 9.58X Cap: $5.62B
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• NFI Group Inc. (NFI $16.81)
  • $16.81 Cap: $2.01B
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Q: Hi, I own NFI, which is down almost 50%. Would you recommend selling it for AC if dividend and sector are not my primary concerns? Thanks.

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Read Answer Asked by Keith on September 24, 2020

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Could you provide any info on the sale of shares. In your view, is this good or unusual and what does it say about the company going forward?

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Read Answer Asked by Keith on September 24, 2020

• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X
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Q: Has this company been sold? Should I sell my shares now or should I wait for a certain date regarding the dividend?
Thank you

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Read Answer Asked by patricia on September 24, 2020

• Royal Bank of Canada (RY $226.41)
  • $226.41 P/E (TTM): 15.48X Cap: $316.70B
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• Toronto-Dominion Bank (The) (TD $134.70)
  • $134.70 P/E (TTM): 10.76X Cap: $223.28B
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• Bank of Nova Scotia (The) (BNS $101.53)
  • $101.53 P/E (TTM): 25.4X Cap: $123.83B
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Q: What is the current stock price per book value of the above 3 banks? The

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Read Answer Asked by Terry on September 24, 2020

• CAE Inc. (CAE $42.13)
  • $42.13 P/E (TTM): 34.97X Cap: $12.98B
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Q: Hi,
Is it worth hanging on to CAE? You have mentioned it is a good post covid recovery play. But to me it seems like a while before aviation will pick up, and with no dividend to help with the wait.
Thanks

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Read Answer Asked by Marco on September 24, 2020

• Enbridge Inc. (ENB $73.89)
  • $73.89 P/E (TTM): 28.19X Cap: $162.12B
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• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: I hold PKI and ENB.
What do you respond to those who are saying to let go all fuel related stocks. I was having a conversation today where the other party was hard set on the world going green and will be needing less and less fuel. I think we are at least one decade or two away. What are your thoughts?
Thanks

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Read Answer Asked by Marco on September 24, 2020

• Constellation Software Inc. (CSU $2,650.66)
  • $2,650.66 P/E (TTM): 60.17X Cap: $57.07B
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Q: I currently own Csu in my tfsa . Topicusseems to have a better growth rate and higher profit margins then Csu.
I am considering switching half of my shares of Csu into Topicus when those shares
are available.
Your opinion please

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Read Answer Asked by Terry on September 24, 2020

• Magna International Inc. (MG $84.54)
  • $84.54 P/E (TTM): 17.4X Cap: $23.80B
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Q: There are a number of injection moulded plastic companies-would you have a favourite,or would one be better buying Magna. Does Magna make mouldings only for Magna?

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Read Answer Asked by M Anne on September 24, 2020

• Costco Wholesale Corporation (COST $1,006.74)
  • $1,006.74 P/E (TTM): 69.69X Cap: $447.31B
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Q: Hi,
What do you think of Costco's long term outlook. Is it a buy at the current price?
Thanks,
Matt

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Read Answer Asked by Matt on September 24, 2020

• Inovalis Real Estate Investment Trust (INO.UN $1.04)
  • $1.04 Cap: $34M
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Q: Do you think Europe now poses too much risk for INO.UN

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Read Answer Asked by terrance on September 24, 2020

Q: Hi group appreciate your comments on Gold - not looking good here - not only is it not acting normally considering the trying times we presently are experiencing but it appears to be in the process of giving up the 50+% gain YTD (is only up 23% after todays action. Should I Sell, buy more or just hold the course along with reasons why? (I am in for 15% of my total portfolio and am a moderate risk investor. Appreciate your help on this

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Read Answer Asked by Terence on September 24, 2020

• Flower One Holdings Inc - Ordinary Shares (FONE $0.01)
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Q: Please analyze this stock. Is it a hold, a sell or a buy?

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Read Answer Asked by Hugo on September 24, 2020

• Sylogist Ltd. (SYZ $3.69)
  • $3.69 Cap: $86M
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• Constellation Software Inc. (CSU $2,650.66)
  • $2,650.66 P/E (TTM): 60.17X Cap: $57.07B
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• Evertz Technologies Limited (ET $16.05)
  • $16.05 P/E (TTM): 19.28X Cap: $1.21B
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Q: I recently sold ET and wondered if buying SYZ would be a good replacement for a RRSP or is CSU a better replacement. I currently own KXS ,DSG,CGI.A,LSPD
Thanks

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Read Answer Asked on September 24, 2020

• Canopy Growth Corporation (WEED $1.48)
  • $1.48 Cap: $537M
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• Global X Marijuana Life Sciences Index ETF (HMMJ $7.45)
  • $7.45 P/E (TTM): 11.2X Cap: $44M
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• Green Thumb Industries Inc (GTII)
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Q: Cannabis companies were hot a couple of years ago, and now the bad news is coming in. There really is a product here, though, and over several years there should be a reward for those willing to hang on.
I'm thinking to buy an ETF, or maybe Canopy, sometime in the fall during tax loss season. What think thou?

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Read Answer Asked by John on September 24, 2020

• Vanguard Growth ETF Portfolio (VGRO $44.27)
  • $44.27 P/E (TTM): 10.85X Cap: $9.06B
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Q: My son is 20 years old. Which ETF or stock would you recommend for his TFSA?

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Read Answer Asked by Elizabeth on September 24, 2020

• Brookfield Property Partners L.P. (BPY.UN $23.29)
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• iShares Canadian Financial Monthly Income ETF (FIE $9.94)
  • $9.94 P/E (TTM): 11.94X Cap: $1.27B
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• BMO Canadian High Dividend Covered Call ETF (ZWC $21.89)
  • $21.89 P/E (TTM): 12.59X Cap: $2.14B
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Q: Hello!

I am currently invested in three of these ETF's. Can you recommend other high dividend paying ETF's to complement my current allocation. Thank you!

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Read Answer Asked by Irek on September 24, 2020

• CVR Energy Inc. (CVI $26.45)
  • $26.45 P/E (TTM): 92.33X Cap: $2.42B
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Q: Your thoughts on CVI ? Thanks

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Read Answer Asked by Kevin on September 23, 2020