Investment Q&A

• Applied Materials Inc. (AMAT $160.76)
  • $160.76 P/E (TTM): 19.56X Cap: $128.06B
  • View AMAT Profile
  • View Questions on AMAT
• Walgreens Boots Alliance Inc. (WBA $11.98)
  • $11.98 Cap: $10.36B
  • View WBA Profile
  • View Questions on WBA
• Cardinal Health Inc. (CAH $148.78)
  • $148.78 P/E (TTM): 23.25X Cap: $35.52B
  • View CAH Profile
  • View Questions on CAH
• Invesco Ltd (IVZ $21.89)
  • $21.89 P/E (TTM): 23.54X Cap: $9.76B
  • View IVZ Profile
  • View Questions on IVZ
• AT&T Inc. (T $29.29)
  • $29.29 P/E (TTM): 16.64X Cap: $209.43B
  • View T Profile
  • View Questions on T

Q: Hello,
Once a while 5i Research Blog has posted some articles from Mr. Nick Mccallum. I am wondering how is his Sure Dividend track records. Does 5i Research endorse Nick Mccallum’s recommendations. Like most recent one, he give 5 best dividend stocks in S&P 500 (IVZ, AMAT, T, WBA, CAH) to buy. I would like to know your thought for these 5 stocks. To me the wording sounds promotional.
Thanks
Victor

Upvote 0

Read Answer Asked by Victor on June 06, 2018

• 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 $71.37)
  • $71.37 P/E (TTM): 0.41X Cap: $96.15B
  • 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 $232.14)
  • $232.14 P/E (TTM): 35.23X Cap: $3.44T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $229.00)
  • $229.00 P/E (TTM): 34.91X Cap: $2.44T
  • View AMZN Profile
  • View Questions on AMZN
• Visa Inc. (V $351.78)
  • $351.78 P/E (TTM): 34.35X Cap: $682.43B
  • 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 $12.26)
  • $12.26 P/E (TTM): 25.54X Cap: $3.58B
  • 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 $55.95)
  • $55.95 P/E (TTM): 147.75X Cap: $156M
  • 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 $55.95)
  • $55.95 P/E (TTM): 147.75X Cap: $156M
  • 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 $2.02)
  • $2.02 P/E (TTM): 4.3X Cap: $80M
  • 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 $0.13)
  • $0.13 Cap: $4M
  • View NSU Profile
  • View Questions on NSU
• Euro Sun Mining Inc. (ESM $0.21)
  • $0.21 P/E (TTM): 37.21X Cap: $84M
  • 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 $71.52)
  • $71.52 P/E (TTM): 17.53X Cap: $74.33B
  • View TRP Profile
  • View Questions on TRP
• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.73)
  • $6.73 P/E (TTM): 21.71X Cap: $717M
  • 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 $6.50)
  • $6.50 Cap: $647M
  • 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 $18.52)
  • $18.52 P/E (TTM): 84.18X Cap: $5.38B
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN
• Sienna Senior Living Inc. (SIA $17.76)
  • $17.76 P/E (TTM): 44.4X Cap: $1.64B
  • 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 $126.75)
  • $126.75 P/E (TTM): 33.89X Cap: $13.17B
  • 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 $36.60)
  • $36.60 P/E (TTM): 27.11X Cap: $14.69B
  • 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