Investment Q&A

• Fortis Inc. (FTS $71.11)
  • $71.11 P/E (TTM): 20.21X Cap: $35.97B
  • View FTS Profile
  • View Questions on FTS
• Canadian Utilities Limited Class A Non-Voting Shares (CU $42.64)
  • $42.64 P/E (TTM): 20.51X Cap: $11.58B
  • View CU Profile
  • View Questions on CU
• Emera Incorporated (EMA $66.96)
  • $66.96 P/E (TTM): 17.99X Cap: $20.10B
  • View EMA Profile
  • View Questions on EMA
• Algonquin Power & Utilities Corp. (AQN $8.52)
  • $8.52 Cap: $6.45B
  • View AQN Profile
  • View Questions on AQN

Q: Can I get your take on CU? How would you compare it to EMA, AQN and FTS?

Thank you

Upvote 0

Read Answer Asked by Alex on March 13, 2019

Q: I have a small position in AT and wonder if their recent quarterly results warrants increasing my position.

Upvote 0

Read Answer Asked by rick on March 13, 2019

• FirstService Corporation (FSV $213.00)
  • $213.00 P/E (TTM): 51.2X Cap: $9.69B
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV

Q: What will be the impact on FSV of yesterday's announcement to end the dual voting structure through FSV acquiring Mr. Hennick's interest in the company by paying about $422 million in cash and shares? I can't determine the earnings lift if any and am interested in dilution effect. Thank you.

Upvote 0

Read Answer Asked by Keith on March 13, 2019

• Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $50.63)
  • $50.63 P/E (TTM): 14.56X Cap: $11.69B
  • View QBR.B Profile
  • View Questions on QBR.B

Q: Your comments, please, on QBR.B's results. Why is the share price down this morning? Buy, hold, or sell?

Thank you,

Walter

Upvote 0

Read Answer Asked by Kurt W on March 13, 2019

• Viemed Healthcare Inc. (VMD $7.63)
  • $7.63 P/E (TTM): 22.0X Cap: $280M
  • View VMD Profile
  • View Questions on VMD

Q: This is the second time in less then 6 months with negative news regarding government pricing stuff! it does create uncertainty.

Upvote 0

Read Answer Asked by fwb181 on March 13, 2019

• Constellation Software Inc. (CSU $3,322.21)
  • $3,322.21 P/E (TTM): 75.35X Cap: $70.24B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
  • View GC Profile
  • View Questions on GC
  • View Reports on GC
• Alimentation Couche-Tard Inc. (ATD $73.39)
  • $73.39 P/E (TTM): 19.22X Cap: $67.10B
  • View ATD Profile
  • View Questions on ATD
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $233.34)
  • $233.34 P/E (TTM): 142.92X Cap: $290.21B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• goeasy Ltd. (GSY $126.49)
  • $126.49 P/E (TTM): 9.25X Cap: $2.01B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: What are you top 5 ideas at current time, amongst all three of the portfolios ?
Thank you

Upvote 0

Read Answer Asked by Karim on March 13, 2019

• BMO Low Volatility US Equity ETF (ZLU $57.93)
  • $57.93 P/E (TTM): 22.05X Cap: $2.18B
  • View ZLU Profile
  • View Questions on ZLU
• BMO US High Dividend Covered Call ETF (ZWH $24.76)
  • $24.76 P/E (TTM): 18.85X Cap: $1.08B
  • View ZWH Profile
  • View Questions on ZWH

Q: I have a very good gain this year and my technical are telling me we will be probably in a sideways or slightly down market until the fall and I am looking at a combination of zwh and zlu to put the harvested gains. my question is where they fit in my portfolio either in a registered account or non registered acct. if you could help me with this small problem it would be appreciated. thanks for the great service...gene-

Upvote 0

Read Answer Asked by gene on March 13, 2019

• NFI Group Inc. (NFI $15.70)
  • $15.70 Cap: $1.72B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: I am down 30 percent at this point. I believe in the company and product. In your answer to Wes this morning you cited competition as a threat. Who is the potential competition in North America,and what are your thoughts on adding to a position at this time (regardless of weighting)
Thanks
Phil

Upvote 0

Read Answer Asked by Phil on March 13, 2019

• iShares Diversified Monthly Income ETF (XTR $11.69)
  • $11.69 P/E (TTM): 16.83X Cap: $365M
  • View XTR Profile
  • View Questions on XTR
• Harvest Brand Leaders Plus Income ETF (HBF $10.69)
  • $10.69 P/E (TTM): 23.09X Cap: $516M
  • View HBF Profile
  • View Questions on HBF

Q: I hold HBF in a non registered account 5%. Based on total return I’m barely above water. It’s good for income , 7%, . I’ve been investing mainly in quality dividend stocks and have done quite well on dividend income and growth. Mainly investing in CO’s that have a history of increasing dividends, aristocratic family. This is the only etf in the portfolio. Any suggestions as to a replacement?

Upvote 0

Read Answer Asked by Roy on March 13, 2019

• NFI Group Inc. (NFI $15.70)
  • $15.70 Cap: $1.72B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: Thanks for the fast response on NFI , my question was for a sell or hold+recommendation for 3 years.
If I read between the lines I take it as a sell.
Thanks

Upvote 0

Read Answer Asked by Brad on March 13, 2019

• Sierra Wireless Inc. (SW $40.99)
  • $40.99 Cap: $1.60B
  • View SW Profile
  • View Questions on SW

Q: I know that Sierra Wireless has under performed for ages. Do you think a turn around is imminent? I'm hoping my recent purchase is a winner.

Upvote 0

Read Answer Asked by DAVE on March 13, 2019

• Goodfood Market Corp. (FOOD $0.31)
  • $0.31 Cap: $29M
  • View FOOD Profile
  • View Questions on FOOD

Q: I did my due diligence on Goodfood and decided to bite. What do you think of it?

Upvote 0

Read Answer Asked by DAVE on March 13, 2019

• Horizons Enhanced Income International Equity ETF (HEJ)
  • P/E (TTM): 12.9X
  • View HEJ Profile
  • View Questions on HEJ

Q: Could I have you opinion of HEJ etf?

Upvote 0

Read Answer Asked by William on March 13, 2019

• Summit Industrial Income REIT (SMU.UN $23.48)
  • $23.48 P/E (TTM): 0.6X Cap: $4.46B
  • View SMU.UN Profile
  • View Questions on SMU.UN
  • View Reports on SMU.UN
• Dream Industrial Real Estate Investment Trust (DIR.UN $12.78)
  • $12.78 P/E (TTM): 28.33X Cap: $3.68B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Peter; I own both and so watch them closely. It seems that they are basically trading in lock step re volume and price appreciation.Are there any interlocking directors and/or management connections that you know of. Would a combined entity be a possibility? Thanks. Rod

Upvote 0

Read Answer Asked by Rodney on March 13, 2019

• Algonquin Power & Utilities Corp. (AQN $8.52)
  • $8.52 Cap: $6.45B
  • View AQN Profile
  • View Questions on AQN
• Hydro One Limited (H $53.18)
  • $53.18 P/E (TTM): 24.3X Cap: $31.92B
  • View H Profile
  • View Questions on H

Q: i'm thinking of selling AQN after its good run here and buying H....H has a higher yield 4.51 vs 3.65 and i believe both are "stable" in a long term view...what are the pros and cons of this switch? txs as always..

Upvote 0

Read Answer Asked by adam on March 13, 2019

• Empire Company Limited Non-Voting Class A Shares (EMP.A $47.55)
  • $47.55 P/E (TTM): 15.83X Cap: $10.93B
  • View EMP.A Profile
  • View Questions on EMP.A

Q: Could you comment on results going forward?

Upvote 0

Read Answer Asked by terrance on March 13, 2019

Q: I know 5i has been cautious on levered ETF's. That said, what are the most liquid levered gold ETF's with the lowest fees (long and short, respectively)?

Upvote 0

Read Answer Asked by CAMERON on March 13, 2019

• NFI Group Inc. (NFI $15.70)
  • $15.70 Cap: $1.72B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: What triggers today's rather substantial drop in NFI out of the blue?

In late February my CIBC daily TA report warned that NFI could drop down to the $26.75 to $28.25 level in about a month or so. Do you have any other TA reports to support that may be this is where this name is heading? Thanks.

Upvote 0

Read Answer Asked by Victor on March 13, 2019

• Martello Technologies Group Inc. (MTLO $0.01)
  • $0.01 Cap: $5M
  • View MTLO Profile
  • View Questions on MTLO

Q: Concerned that blocks of shares in 100,000-150,000 chunks are being slowly fed into the market as though someone is slowly selling a huge position or is trying to keep a cap on any upward demand on the stock. Any idea what is going on and why?

Upvote 0

Read Answer Asked by James on March 13, 2019

• Power Corporation of Canada Subordinate Voting Shares (POW $72.52)
  • $72.52 P/E (TTM): 15.38X Cap: $45.93B
  • View POW Profile
  • View Questions on POW

Q: Do you think what is going on at Power Corporation is to set themselves up to spin off some of their assets? Why would they want to buy our shares. There must be something brewing.

Upvote 0

Read Answer Asked by Helen on March 13, 2019