Investment Q&A

• Alphabet Inc. (GOOG $312.55)
  • $312.55 P/E (TTM): 30.01X Cap: $3.85T
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• NVIDIA Corporation (NVDA $191.91)
  • $191.91 P/E (TTM): 47.16X Cap: $4.58T
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• Atlassian Corporation (TEAM $86.94)
  • $86.94 Cap: $24.50B
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• The Trade Desk Inc. (TTD $27.35)
  • $27.35 P/E (TTM): 31.08X Cap: $13.60B
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Q: It appears US tech stocks are falling out of favour recently. Do you see this continuing? If so, what sector do you suggest and if you could suggest a couple stocks. Thanks

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Read Answer Asked by Bruce on October 09, 2018

• iShares Canadian HYBrid Corporate Bond Index ETF (XHB $20.17)
  • $20.17 P/E (TTM): 18.76X Cap: $226M
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.71)
  • $16.71 P/E (TTM): 20.44X Cap: $1.03B
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Q: I am down onXHY Would you sell and buy XHB

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Read Answer Asked by Fred on October 09, 2018

• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X
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Q: Any thoughts on why Pivot Technologies dropped 10%+ today? Company specific news, or just the market? Do you see more possible volatility with this stock? Thanks.

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Read Answer Asked by Thomas on October 09, 2018

• Manulife Financial Corporation (MFC $51.46)
  • $51.46 P/E (TTM): 16.22X Cap: $87.36B
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Q: The preferreds of various insurance companies are getting whacked with numerous issues hitting yearly lows on Friday, including some not connected with the Mosten lawsuit such as GWO. As a holder of several investment grade issues of these companies it is difficult for me to quantify how large the potential liability could be. Does 5i have any sense of this?

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Read Answer Asked by Jeff on October 09, 2018

• TDG Gold Corp. (TDG $0.73)
  • $0.73 Cap: $202M
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Q: Hi,
With Precision drilling buying TDG, how should I go about my TDG shares? Would it stay at $1.98 or would my TDG funds be transferred to PD stock in my brokerage account?

Any advice would be appreciated.

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Read Answer Asked by Sahil on October 09, 2018

• Axis Auto Finance Inc. (AXIS $0.01)
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Q: Your opinion on this company within the context of what it is?

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Read Answer Asked by Edgar on October 09, 2018

• Parex Resources Inc. (PXT $20.99)
  • $20.99 P/E (TTM): 13.39X Cap: $2B
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• Gran Tierra Energy Inc. (GTE $8.06)
  • $8.06 Cap: $275M
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• Tamarack Valley Energy Ltd. (TVE $9.80)
  • $9.80 Cap: $475M
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• Valeura Energy Inc. (VLE $10.96)
  • $10.96 P/E (TTM): 3.51X Cap: $1.16B
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Q: Do you see any 'underappreciated' candidates in the oil/gas industry that might duplicate the 12 month performance of Tamarack Valley?

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Read Answer Asked by Maurice on October 09, 2018

• Martinrea International Inc. (MRE $10.23)
  • $10.23 Cap: $748M
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Q: We were expecting a bump in stock after trade deal ,yet dropping,thoughts on why?

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Read Answer Asked by Andrew on October 09, 2018

• Northland Power Inc. (NPI $19.51)
  • $19.51 Cap: $5.08B
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Q: I have a question about Northland Power. They have completed a number of large wind projects which should start accreting significant cashflow. Why is the market beating them up so badly?

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Read Answer Asked by Robin on October 09, 2018

• Canfor Pulp Products Inc. (CFX $0.65)
  • $0.65 Cap: $42M
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Q: I bought CFX at its peak of 28,00 and now is down to 24. Do you think I should sell or hold on, do you think it will recover
Sue

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Read Answer Asked by Susan and Philip on October 09, 2018

Q: Happy Thanksgiving Peter and Team, with the change last week re: accessability to hedge funds for regular folk, are there any you would recommend ? Also, if one thought that we might be in for a medium - prolonged downturn would that affect your choice ?
Thanks, Paul

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Read Answer Asked by Paul on October 09, 2018

• Dollarama Inc. (DOL $188.72)
  • $188.72 P/E (TTM): 40.49X Cap: $51.58B
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• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $177.64)
  • $177.64 P/E (TTM): 15.89X Cap: $11.32B
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Q: Are you still ok with getting back into Dollarama here...? it looks to be in a possible bottom/reverse mode now . Or are there better sector plays .

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Read Answer Asked by Thomas on October 09, 2018

Q: Hi, is today a buying opportunity, or has there been some fundamental news regarding the markets causing this downward momentum? Can you comment please on latest remarks from IMF regarding global financial instability? Thanks

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Read Answer Asked by Dan on October 09, 2018

• Whitecap Resources Inc. (WCP $13.20)
  • $13.20 P/E (TTM): 10.98X Cap: $15.55B
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Q: Wcp is sitting around 52 week lows even though the price of oil is rallying. Why is this?
I'm tempted to buy wcp for a bounce off the bottom, as it has done in the past.
Thoughts?

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Read Answer Asked by Curtis on October 09, 2018

Q: do you like this stock or is it just a hyped stock

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Read Answer Asked by cliff on October 09, 2018

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: What are your thoughts on buying RHT at these levels?

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Read Answer Asked by Brady on October 09, 2018

• Stars Group Inc. (The) (TSGI $37.49)
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• Magna International Inc. (MG $77.53)
  • $77.53 P/E (TTM): 14.5X Cap: $21.48B
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• Premium Brands Holdings Corporation (PBH $100.84)
  • $100.84 P/E (TTM): 68.79X Cap: $4.49B
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Q: If you were to add or buy any 3 stocks today, what would be your top picks and brief reason why?

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Read Answer Asked by Thomas on October 09, 2018

• Amazon.com Inc. (AMZN $205.06)
  • $205.06 P/E (TTM): 29.11X Cap: $2.22T
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• Alphabet Inc. (GOOGL $312.16)
  • $312.16 P/E (TTM): 30.0X Cap: $3.85T
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• Microsoft Corporation (MSFT $405.17)
  • $405.17 P/E (TTM): 25.87X Cap: $3.06T
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Good morning
In keeping with the theme of fewer positions and more concentrated portfolios (higher weights and fewer names you have mentioned in the past).
Which 5 US stocks would you recommend for a US TFSA and for a US RRSP?
Would these be different since tax treatment for these portfolios are different?
Thanks
Victoria

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Read Answer Asked by Anna on October 09, 2018

• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X
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Q: Why is the market being so unkind to PTG lately, especially today? Is there some news I missed?
John

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Read Answer Asked by John on October 09, 2018

• Miscellaneous (MISC)
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Q: I keep hearing about a tech company that has developed a method of replacing cyanide extraction for the benefication of gold ore at a better recovery and lower costs. Have you any info on this?

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Read Answer Asked by Charles on October 09, 2018