Investment Q&A

• iShares Diversified Monthly Income ETF (XTR $11.57)
  • $11.57 P/E (TTM): 9.16X Cap: $361M
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.38)
  • $39.38 P/E (TTM): 5.55X Cap: $1.02B
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Q: Which etf would you consider for income,diversity, and some downside protection. I own several Cdn dividend stocks eg. TD,SLF,Mfc,ALA,Fts,Aqn,T,Bce,et al. Thank you.

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Read Answer Asked by Steve on May 09, 2017

• Miscellaneous (MISC)
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Q: If a Canadian who has lived in the U.S. for the last 10 years moves back to Canada, and wants to start a TFSA, what would his contribution limit be.

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Read Answer Asked by chris on May 09, 2017

• iShares 1-5 Year Laddered Government Bond Index ETF (CLF $17.61)
  • $17.61 Cap: $598M
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.25)
  • $28.25 Cap: $8.23B
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Q: What would be your preference between either CLF or XBB for government bond exposure at this time?

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Read Answer Asked by Steven on May 09, 2017

• Descartes Systems Group Inc. (The) (DSG $149.45)
  • $149.45 P/E (TTM): 60.0X Cap: $12.84B
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Q: DSG (Descartes): FPE of 54, ROE low single digit, no dividend, EPS very small - seems very over valued to me. It looks like it has no debt.? I do not see an investment thesis here? Comments please. I usually do not buy companies that do not pay a dividend and grow it on a regular basis which to me shows confidence going forward. Looking for a diversifier. Own ABT, SIS & ZCL in small portions in TFSA.

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Read Answer Asked by James on May 09, 2017

• Miscellaneous (MISC)
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Q: I appreciate your suggestion for a low monthly fee (or free) stock tracking program. I was satisfied with Yahoo Finance but the changes they made to their program last week make it no longer functional. I did my export my data from Yahoo to Google Finance but it is somewhat limiting.
Thank you for reply.

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Read Answer Asked by Brad on May 09, 2017

• Ford Motor Company (F $11.74)
  • $11.74 P/E (TTM): 14.9X Cap: $46.72B
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• AT&T Inc. (T $29.59)
  • $29.59 P/E (TTM): 16.5X Cap: $211.57B
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Q: Dear Peter and Team,

My weighting in bonds has decreased as my stocks (matching BE portfolio plus some US and international holdings) have increased. I was considering trimming some stock gains and adding some short-duration bonds. What do you think of the following two choices?

1. AT&T INC, 3.2 coupon (current Ask YTM is 2.77835%) maturing 3/1/2022
2. FORD MOTOR CREDIT CO LLC, 3.336 coupon (Ask YTM 2.71415%), maturing 3/18/2021

The goal I am trying to achieve with the bonds is preservation of capital with small returns as a bonus and reduction of portfolio standard deviation by adding low-correlation securities. Current total bond weighting is about 7.5% and I am 35 years old.

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Read Answer Asked by Marc on May 09, 2017

• Marathon Gold Corporation (MOZ $0.81)
  • $0.81 Cap: $380M
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Q: I am looking at investing a small amount in one of those 2 gold stocks. What are your views on these 2 small companies? Which one
would you prefer for the long term. Tnx.

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Read Answer Asked by Jacques on May 09, 2017

• Simon Property Group Inc. (SPG $182.25)
  • $182.25 P/E (TTM): 28.64X Cap: $59.50B
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Q: I know you do not focus on US stocks but can you give me some reasons why in your view this high quality commercial REIT is declining for the past six months. Aside from the interest rate moving higher and the sector moving lower, I do not see any reason for the move lower.
Thank you
Jean

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Read Answer Asked by Jean on May 09, 2017

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.27)
  • $42.27 P/E (TTM): 1021.95X Cap: $19.48B
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Q: I have the above two stocks but would like a bit more European exposure. Do you have a stock recommendation with solidity and growth in mind?

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Read Answer Asked by Arthur on May 09, 2017

• Mogo Inc. (MOGO $2.54)
  • $2.54 Cap: $60M
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Q: Your view on the latest earning would be appreciated.

Thanks,
Stéphane

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Read Answer Asked by Stephane on May 09, 2017

• Alphabet Inc. (GOOG $235.17)
  • $235.17 P/E (TTM): 24.64X Cap: $2.81T
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• Alphabet Inc. (GOOGL $235.00)
  • $235.00 P/E (TTM): 24.59X Cap: $2.84T
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Q: Hi, Peter
I own both companies,make up 12% of the total portfolio,6% each, should I sell one,which one? Thank you.


selina

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Read Answer Asked by selina on May 09, 2017

• Badger Infrastructure Solutions Ltd. (BDGI $57.74)
  • $57.74 P/E (TTM): 24.7X Cap: $1.94B
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Q: If you were an owner of BAD would you buy sell or hold?
Thank you

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Read Answer Asked by Linda on May 09, 2017

• Methanex Corporation (MX $53.41)
  • $53.41 P/E (TTM): 10.43X Cap: $3.45B
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Q: The share price of MX has been kind of free falling of late since it released its Q1 results, which was not great but no that bad either. It did reported higher earnings and raised its dividends. Why would its share price be under so much pressure?

Please advise.

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Read Answer Asked by Victor on May 09, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $80.43)
  • $80.43 P/E (TTM): 17.33X Cap: $14.02B
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• Open Text Corporation (OTEX $46.02)
  • $46.02 P/E (TTM): 13.46X Cap: $11.70B
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Q: Of these 2 which would you pick going forwards and why?

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Read Answer Asked by Mark on May 09, 2017

• Veresen Inc. (VSN $18.51)
  • $18.51 P/E (TTM): 35.6X
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Q: Would this be a good time to sell Vsn.pr.a or keep?

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Read Answer Asked by John on May 09, 2017

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: Can you please comment on GC earnings? Thank you

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Read Answer Asked by Brian on May 09, 2017

• Ithaca Energy Inc. (IAE $1.95)
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Q: hello'' I have 3000 shares of iae. please advise as to what or how to handle same.. Also how do you view HXS. Thanks in advance, CLIFF

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Read Answer Asked by cliff on May 09, 2017

• Open Text Corporation (OTEX $46.02)
  • $46.02 P/E (TTM): 13.46X Cap: $11.70B
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• Premium Brands Holdings Corporation (PBH $94.55)
  • $94.55 P/E (TTM): 44.87X Cap: $4.22B
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• Savaria Corporation (SIS $20.67)
  • $20.67 P/E (TTM): 26.49X Cap: $1.47B
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Q: Could I please have the earnings estimates for sis and pbh. What do you think about open text's quarter? Buying opportunity?

Thank you

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Read Answer Asked by Marie on May 09, 2017

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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Q: Hi Peter &Ryan
When I look today at IPL Q1 results they are in my opinion good .
They market yawns at the results as I said in the past this has been a core holding and they results indicate that I am right but the market does not agree .
Perhaps I am DEAD RIGHT
Kind Regards
Stan

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Read Answer Asked by Stan on May 09, 2017

• Colabor Group Inc. (GCL $0.73)
  • $0.73 Cap: $74M
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Q: Can I get a thorough dissection of Colabors earnings release. Also, given that the last two quarters have been poor, would you recommend selling?

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Read Answer Asked by Cory on May 09, 2017