Investment Q&A

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Re: Your 3 portfolios
-Why not list companies in the growth portfolio in alphabetical order as they are in the balanced & income portfolios?
-Why not show the date of the 1st purchase in the since inception return so there is a better idea of the true rate of return?
I don't consider High Artic, Raging River & Trevali as growth stocks as they are tied too closely to commodity prices.Why not replace them with better growth stocks such as Premium Brands, Savaria ,etc?
Your comments please

Upvote 0

Read Answer Asked by Terry on June 06, 2018

• Vanguard Total International Stock (VXUS $69.26)
  • $69.26 P/E (TTM): 0.45X Cap: $93.07B
  • View VXUS Profile
  • View Questions on VXUS

Q: I am thinking of switching a high fee low performing global mutual fund to a lower fee ETF to try to improve performance while maintaining global exposure for the long term.

Do you have any suggestions?

Doug

Upvote 0

Read Answer Asked by Doug on June 06, 2018

• Apple Inc. (AAPL $202.92)
  • $202.92 P/E (TTM): 31.52X Cap: $3.01T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $213.75)
  • $213.75 P/E (TTM): 34.98X Cap: $2.25T
  • View AMZN Profile
  • View Questions on AMZN
• Visa Inc. (V $337.43)
  • $337.43 P/E (TTM): 34.11X Cap: $663.75B
  • View V Profile
  • View Questions on V

Q: Visa isabout my largest holding (about 10%). I have no real concern about V however considering trimming V and adding to Apple or Amazon I don't own. appreciate your advice

Upvote 0

Read Answer Asked by thambirajah on June 06, 2018

Q: Unfortunately, I inherited this penny stock a few years ago. The latest news release looks like all smoke and mirrors. Essentially the company is selling one of the companies under its AAO (Foxtek) to another company that the CEO runs (Mooncor). I know this is a penny venture stock but could I get an opinion it just looks very fishy and its all promises of future earnings and shareholders will benefit down the road. Is this common? It looks like he is doing something that we only see on the Venture exchange.

Upvote 0

Read Answer Asked by David on June 06, 2018

• Dream Industrial Real Estate Investment Trust (DIR.UN $11.77)
  • $11.77 P/E (TTM): 26.77X Cap: $3.36B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Hi,
From previous Q&As, you recommend DIR.UN as a solid replacement for AAR.UN. Does that still stand? It's had quite a run-up this year.
I know it's not "industrial", but where does CSH.UN stand in your view?
Thanks,
Robert

Upvote 0

Read Answer Asked by Robert on June 06, 2018

• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
  • View ECI Profile
  • View Questions on ECI
  • View Reports on ECI
• Evolve Cyber Security Index Fund (CYBR $54.77)
  • $54.77 P/E (TTM): 154.33X Cap: $153M
  • View CYBR Profile
  • View Questions on CYBR

Q: Can you provide a general opinion of the following 2 potential longer terms holds:

CYBR Cyber security ETF)
ECI (Enercare)

Upvote 0

Read Answer Asked by Darrin on June 06, 2018

• Evolve Cyber Security Index Fund (CYBR $54.77)
  • $54.77 P/E (TTM): 154.33X Cap: $153M
  • View CYBR Profile
  • View Questions on CYBR

Q: Hi there,

I read an article in the globe a few days ago mentioning that this was one of the top performing Canadian listed ETFs. What are your thoughts on this sector and this ETF particularly? If one were going to purchase, would a hedged or unhedged version perform better in the long term?

Thanks!

Upvote 0

Read Answer Asked by Michael on June 06, 2018

• Xtreme Drilling Corp. (XDC $1.90)
  • $1.90 Cap: $142M
  • View XDC Profile
  • View Questions on XDC
• Akita Drilling Ltd. Class A Non-Voting Shares (AKT.A $2.16)
  • $2.16 P/E (TTM): 4.91X Cap: $91M
  • View AKT.A Profile
  • View Questions on AKT.A

Q: Could I get your opinion on the combining of Xtreme and Akita. I hold Akita and used to hold Xtreme.

Upvote 0

Read Answer Asked by Doug on June 06, 2018

Q: I have held stock since 1997 and I am very happy to continue to hold the stock. Why is the stock price lagging the overall stock market?

Upvote 0

Read Answer Asked by Clayton on June 06, 2018

• North Shore Uranium Ltd. (NSU $0.06)
  • $0.06 Cap: $2M
  • View NSU Profile
  • View Questions on NSU
• Euro Sun Mining Inc. (ESM $0.19)
  • $0.19 Cap: $60M
  • View ESM Profile
  • View Questions on ESM

Q: what are your views on Euro Sun Mining.
Will they get the permit from RO govt.?
What do you think of F& M, the promoters of this company?
They made an offer to buy out NSU, is it realistic or whimsical?
Thanks

Upvote 0

Read Answer Asked by Subbu on June 06, 2018

• TC Energy Corporation (TRP $67.42)
  • $67.42 P/E (TTM): 15.86X Cap: $69.38B
  • View TRP Profile
  • View Questions on TRP
• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.63)
  • $6.63 P/E (TTM): 20.34X Cap: $703M
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ
• Gluskin Sheff + Associates Inc. (GS $14.24)
  • $14.24 P/E (TTM): 17.0X Cap: $444M
  • View GS Profile
  • View Questions on GS

Q: Greetings! I need to buy some safe dividend growth stocks for income, and a very long term hold. I already own plenty of bank stocks, telecom, ENB, ENF, IPL, MSI, FTS, AQN, CU.
This for a non-registered account, so .UN stocks are not of benefit. I have looked at the Income Model Portfolio. What would you consider to be good buys right now, whether or not the stocks are in the Model Portfolio? I also have a curiosity about EIF. Thank you.

Upvote 0

Read Answer Asked by Helen on June 06, 2018

• Knight Therapeutics Inc. (GUD $6.27)
  • $6.27 P/E (TTM): 61.09X Cap: $614M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: Hi, Don't you guys think there is a huge opportunity cost in owning Knight Therapeutics. Wouldn't it make more sense to buy it when it begins to show some decent momentum?

Upvote 0

Read Answer Asked by Pat on June 06, 2018

• Chartwell Retirement Residences (CSH.UN $18.08)
  • $18.08 P/E (TTM): 84.24X Cap: $5B
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN
• Sienna Senior Living Inc. (SIA $18.32)
  • $18.32 P/E (TTM): 42.67X Cap: $1.65B
  • View SIA Profile
  • View Questions on SIA

Q: Looking for an alternative health care stock that will benefit from the aging population.
Appreciate your thoughts on valuation.

Upvote 0

Read Answer Asked by Chris on June 06, 2018

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: An interesting essay, make public if you want

http://www.collaborativefund.com/blog/the-psychology-of-money/

Upvote 0

Read Answer Asked by Peter on June 06, 2018

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
  • View GC Profile
  • View Questions on GC
  • View Reports on GC

Q: https://globalnews.ca/news/4250949/calls-mount-for-probe-of-wynne-government-casino-contracts-that-smelled-of-backroom-deals/

Can you comment on GC going forward based on this article?

Upvote 0

Read Answer Asked by Kenny on June 06, 2018

Q: Peter and Team:

Could you please explain (if not to complex) why the halving on the discount between WCS and WTI did not result in a decent bounce in Canadian Oil Producing Stocks.

Thanks

Phil

Upvote 0

Read Answer Asked by Phil on June 05, 2018

• Wynn Resorts Limited (WYNN $107.72)
  • $107.72 P/E (TTM): 28.86X Cap: $11.19B
  • View WYNN Profile
  • View Questions on WYNN

Q: Any insight as to the downturn on Wynn ?

Thanks

Upvote 0

Read Answer Asked by Theresa on June 05, 2018

• Element Fleet Management Corp. (EFN $36.83)
  • $36.83 P/E (TTM): 27.37X Cap: $14.55B
  • View EFN Profile
  • View Questions on EFN
  • View Reports on EFN

Q: Any idea why EFN jumped today? I can't find any recent news at all. Thanks

Upvote 0

Read Answer Asked by Alex on June 05, 2018

• Xtreme Drilling Corp. (XDC $1.90)
  • $1.90 Cap: $142M
  • View XDC Profile
  • View Questions on XDC

Q: Any idea what caused the significant jump in price today?

Upvote 0

Read Answer Asked by Rick on June 05, 2018

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.16)
  • $175.16 P/E (TTM): 97.92X Cap: $212.29B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Shop is have quite a good run up. Are you aware of any reasons for this?
Thanks
John

Upvote 0

Read Answer Asked by John on June 05, 2018