Investment Q&A

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.68)
  • $13.68 P/E (TTM): 7.35X Cap: $1.06B
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• iShares Convertible Bond Index ETF (CVD $18.11)
  • $18.11 Cap: $105M
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Q: Hello,

Are the distributions for CPD and CVD considered dividend or income? Which would be better in a TFSA and which would be better in a non-registered? My understanding is that both of these ETFs should do well in a rising interest rate environment.

Best,

Carla

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Read Answer Asked by Carla on January 04, 2017

• Miscellaneous (MISC)
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Q: In my RRSP I petty well diversified and have all the sectors covered with 22 names. The only exception is the health care sector.What are your current favorite 2 or 3 names you think I might add this year both for income and growth? I,m 68 and won't start drawing down the RRSP until I'm required to covert to a RIF.

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Read Answer Asked by Henry on January 04, 2017

• Miscellaneous (MISC)
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Q: Hello,
Looking for a suggestion on a new name to add to RDSP portfolio. Prefer individual stocks over ETFs. Currently approximately equal weight: AAPL, BNS, CXI, GUD, KXS, NFI, PBH, SHOP, SIS, TOY, and cash. Looking for a portfolio addition to invest the cash in. Time frame is: 4 year old beneficiary withdrawing at age 50+. Current names reflect risk tolerance, and plan is to diversify with names as new money is added to the account
Any suggestions greatly appreciated.
Thanks
John

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Read Answer Asked by John on January 04, 2017

• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 23.08X Cap: $142.02B
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• Superior Plus Corp. (SPB $7.95)
  • $7.95 P/E (TTM): 32.03X Cap: $1.78B
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• Agrium Inc. (AGU $144.58)
  • $144.58 P/E (TTM): 28.0X
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Q: Please suggest 5 stocks that you think have a potential catalyst in the next 6-12 months that could result in higher than anticipated returns and indicate what those potential catalysts could be. Not looking for any micro-cap or very high risk suggestions. Thanks, and have a Happy New Year!

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Read Answer Asked by Christopher on January 04, 2017

• Artis Real Estate Investment Trust (AX.UN $6.00)
  • $6.00 Cap: $579M
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Q: My goal for the equity portion of my portfolio is about 50% growth, 50% income. I'm very close but just need two more income stocks. One I'm considering is AX.UN as the 8.5% dividend is attractive and I think that Alberta will recover over the next few years as oil does. The weighting I was planning to take would amount to 2% of my total portfolio or 3.5% of my Canadian equity portion of my portfolio. What are your thoughts on this?

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Read Answer Asked by Carla on January 04, 2017

• Bird Construction Inc. (BDT $30.21)
  • $30.21 P/E (TTM): 17.08X Cap: $1.70B
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Q: Why do you think Bird is doing so poorly compared to Aecon and WSP? Is management poor?
Do you think they will e able to maintain the lowered dividend? How well is it covered?
Thanks

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Read Answer Asked by Pat on January 04, 2017

• Knight Therapeutics Inc. (GUD $5.80)
  • $5.80 Cap: $577M
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Q: i am curious, this analyst at mackie downgraded knight today from outperform to hold, knight has zero debt and about 650 million in cash and is looking to do deals and maybe a very big deal.
why would he do this-- to me the upside seems huge and the downside minimal, he says he is looking for sideways action but one big deal could change everything. thanks dave

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Read Answer Asked by david on January 04, 2017

• dynaCERT Inc. (DYA $0.13)
  • $0.13 Cap: $61M
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Q: Hi Peter and team, I was sent a link to a radio interview with the CEO of Dynacert, the interviewer was Jay Taylor who has a weekly radio show on the Voice America business channel.
What is your view on DYA? The story sounded compelling and market has been pushing this stock up. Also, is Jay Taylor a credible journalist or is he more of a stock promoter?

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Read Answer Asked by Robert on January 04, 2017

• Bragg Gaming Group Inc. (BKD $0.70)
  • $0.70 Cap: $17M
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Q: Hi Peter....all the very best in the New Year.
Do you think this stock will ever trade again? ha. I have not seen a stock halted this long before, usually it is a matter of hours. What do you think could be the problem and if the deal does go thru do you think it will be beneficial to bkd?
Thanks and cheers,
Bruce.

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Read Answer Asked by bruce on January 04, 2017

• Bank of Montreal (BMO $173.05)
  • $173.05 P/E (TTM): 14.75X Cap: $125.85B
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Q: At my employer (BMO) I am involved in their share ownership program now for about 10yrs. Currently the value of these shares would make up about 30% of my overall stock portfolio if i was to compare it to my non-registered and TFSA stocks. Would you suggest trimming this number down and treat it like any other stock i hold in my portfolio?

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Read Answer Asked by Patricia on January 04, 2017

• Miscellaneous (MISC)
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Q: Hi Team
I can now add another investment in my RRSP. As you earlier pointed out, I don't have any banks or energy in this account.
What is your thought of BNS (highest Yield) or RY. I already have too much TD in my SDRIF.
Can you recommend an energy stock? I have ENB in my SDRIF
Thank you for your advise.
Margita

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Read Answer Asked by Margita Elisabet on January 04, 2017

• TDb Split Corp. Class A Shares (XTD $5.81)
  • $5.81 Cap: $38M
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Q: Please could you see if symbol XTD would make for a good investment idea. is this a CEF or a mutual fund and how can we make sure about the valuations. Thanks

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Read Answer Asked by Deepak on January 04, 2017

• iShares S&P/TSX Global Gold Index ETF (XGD $43.73)
  • $43.73 P/E (TTM): 24.49X Cap: $3.20B
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• Sentry Select Primary Metals Corp. Class A Shares (PME $3.92)
  • $3.92 P/E (TTM): 18.57X Cap: $27M
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Q: Good Morning,I am thinking about putting a gold investment in my TFSA. Could you please give me your thoughts on PME,its'cash flow,strength of the company, and the likelihood that the dividend will be cut.If you have other gold investment thoughts I would appreciate hearing them.
Thank you,Bob

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Read Answer Asked by Bob on January 04, 2017

• Cominar Real Estate Investment Trust (CUF.UN $11.74)
  • $11.74 Cap: $2.67B
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Q: I am down on CUF.UN. Should I hold or wait it out. Holding it for the dividends. 5% of my portfolio in an RRSP. Can you explain why it would be down?

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Read Answer Asked by John on January 04, 2017

• Aimia Inc. (AIM $2.77)
  • $2.77 Cap: $256M
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• Cue Health Inc. (HLTH)
  • Cap: $6M
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• NYX Gaming Group Limited (NYX $2.39)
  • $2.39 Cap: $258M
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Q: I bought these stocks during tax loss season. What is your outlook for each? Hope for a January bounce and get out? Or hold for a bit?

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Read Answer Asked by Scott on January 04, 2017

• Miscellaneous (MISC)
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Q: To start off with about 4 stocks from the income, balanced and growth portfolio... What 4 stocks would you recommend from each of the portfolio .. I'm growth oriented ..

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Read Answer Asked by DEXTER on January 04, 2017

• Algonquin Power & Utilities Corp. (AQN $7.81)
  • $7.81 Cap: $5.99B
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Q: What are your thoughts about AQN as a stock. I'm thinking of adding it to my TFSA. I already own FTS, CU and BEP.UN, although they are in my RRIF account. I am currently retired and looking for income. Is there a maximum percent you would recommend for utility stocks?

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Read Answer Asked by Sharon on January 04, 2017

• CES Energy Solutions Corp. (CEU $9.52)
  • $9.52 P/E (TTM): 11.84X Cap: $2.10B
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• PHX Energy Services Corp. (PHX $7.41)
  • $7.41 P/E (TTM): 6.45X Cap: $330M
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Q: Hi Peter and Staff
Had a basket of them before the oil crash- sold off BDI, CFW,NAL PD and PHX at bottom to see big pickups in 3 of them . I want to hold small positions in 4 . Assuming oil does not hit above $60 and HWO and FRC are 2 in your view (correct me if wrong ) which other two from BDI,CEU,ESI,NAL,PD,PHX,SVG or TDG

Thanks for all you do
Dennis

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Read Answer Asked by Dennis on January 04, 2017

• ARC Resources Ltd. (ARX $25.79)
  • $25.79 P/E (TTM): 6.02X Cap: $14.89B
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• Peyto Exploration & Development Corp. (PEY $20.00)
  • $20.00 P/E (TTM): 12.36X Cap: $4.05B
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• Tourmaline Oil Corp. (TOU $60.40)
  • $60.40 P/E (TTM): 15.3X Cap: $22.55B
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Q: Which of these 3 has the best prospects of going forward in 2017?

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Read Answer Asked by Dennis on January 04, 2017

• TELUS Corporation (T $20.62)
  • $20.62 P/E (TTM): 32.58X Cap: $31.57B
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• Fortis Inc. (FTS $70.66)
  • $70.66 P/E (TTM): 20.78X Cap: $35.25B
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• Brookfield Renewable Partners L.P. (BEP.UN $42.22)
  • $42.22 Cap: $27.77B
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• Algonquin Power & Utilities Corp. (AQN $7.81)
  • $7.81 Cap: $5.99B
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Q: WORKING ON GETTING THE SECTORS BALANCED--HAVE 3 UTILITIES AND ONLY ONE TEL COM--WANT TO ADD SEVERAL THOUSAND TO EACH SECTOR---WHAT DO YOU SUGGEST?
THANKS AND HAPPY NEW YEAR

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Read Answer Asked by peter on January 04, 2017