Investment Q&A

• Bank of Nova Scotia (The) (BNS $90.59)
  • $90.59 P/E (TTM): 17.33X Cap: $112.47B
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• BCE Inc. (BCE $33.21)
  • $33.21 P/E (TTM): 72.74X Cap: $30.96B
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• Enbridge Inc. (ENB $66.89)
  • $66.89 P/E (TTM): 23.46X Cap: $145.88B
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• Sun Life Financial Inc. (SLF $87.38)
  • $87.38 P/E (TTM): 16.01X Cap: $49.66B
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• Brookfield Renewable Partners L.P. (BEP.UN $39.37)
  • $39.37 Cap: $25.90B
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• Algonquin Power & Utilities Corp. (AQN $8.37)
  • $8.37 Cap: $6.32B
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• CAE Inc. (CAE $38.51)
  • $38.51 P/E (TTM): 30.11X Cap: $12.35B
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• Chartwell Retirement Residences (CSH.UN $19.54)
  • $19.54 P/E (TTM): 89.09X Cap: $5.68B
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• Pason Systems Inc. (PSI $11.75)
  • $11.75 P/E (TTM): 12.98X Cap: $927M
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• Alaris Equity Partners Income Trust (AD.UN $18.58)
  • $18.58 P/E (TTM): 6.04X Cap: $843M
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• Thomson Reuters Corporation (TRI $223.78)
  • $223.78 P/E (TTM): 42.92X Cap: $100.85B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.16)
  • $6.16 P/E (TTM): 19.58X Cap: $656M
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• Brookfield Infrastructure Partners L.P. (BIP.UN $48.49)
  • $48.49 P/E (TTM): 1159.15X Cap: $22.35B
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• Medical Facilities Corporation (DR $13.85)
  • $13.85 P/E (TTM): 2.88X Cap: $261M
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Q: Good Afternoon,

I am looking at raising some cash. Of the above, which 3 would be your sell preference, in order of 1st, 2nd & 3rd.


Thank you.

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Read Answer Asked by Larry on May 23, 2019

• Brookfield Renewable Partners L.P. (BEP.UN $39.37)
  • $39.37 Cap: $25.90B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $48.49)
  • $48.49 P/E (TTM): 1159.15X Cap: $22.35B
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Q: Hi all,
I am a buy and hold dividend investor looking for income and some growth with a 5+ year horizon. I am considering opening first positions in the above mentioned Brookfield family. I am interested in your opinion on the relative merits of these investments (how would you rank them). Also how / where should they be held in relative order to minimize taxes - Open / RRSP / TFSA - CAN / USD account?
Thank-you
Ken

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Read Answer Asked by Ken on May 23, 2019

• Chartwell Retirement Residences (CSH.UN $19.54)
  • $19.54 P/E (TTM): 89.09X Cap: $5.68B
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Q: It seems interest-rate sensitive stocks might be a good place to be right now and my sense is REITS and the banks have been beaten up the most.
Not sure I'm ready to jump back into banks, but would consider it if you're bullish.
Would you give me your best ideas for REITs and possibly Dividend payers.
And do you think my theory is correct?

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Read Answer Asked by Kyle on May 23, 2019

• Medical Facilities Corporation (DR $13.85)
  • $13.85 P/E (TTM): 2.88X Cap: $261M
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Q: Can I get your opinion on DR? Seems to be on the downslope recently. Is this a good time to step in?

Thanks

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Read Answer Asked by Scott on May 23, 2019

• Parsons Corporation (PSN $84.11)
  • $84.11 P/E (TTM): 38.74X Cap: $8.98B
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Q: What is your opinion ? - Recent IPO. Seems reasonably priced.

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Read Answer Asked by Kamal on May 23, 2019

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.86)
  • $45.86 P/E (TTM): 5.86X Cap: $3.11B
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• Vanguard S&P 500 ETF (VOO $611.43)
  • $611.43 P/E (TTM): 27.51X Cap: $692.26B
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• Invesco S&P 500 Equal Weight ETF (RSP $188.85)
  • $188.85 P/E (TTM): 21.65X Cap: $73.18B
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• Invesco China Technology ETF (CQQQ $55.55)
  • $55.55 P/E (TTM): 9.69X Cap: $2.64B
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• Invesco S&P 500 Equal Weight Technology ETF (RYT)
  • Cap: $2.91B
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Q: Hi...In your opinion where is the best region in the world to invest right now with a 5 year outlook? Could you recommend a couple of ETF’s? Thanks

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Read Answer Asked by Todd on May 23, 2019

• CanWel Building Materials Group Ltd. (CWX)
  • P/E (TTM): 7.2X Cap: $750M
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Q: I see according to one source that the payout ratio for this stock is 187% (trailing) and 125% (forward) and using cash flow it is astronomic. Do these numbers jive with your sources, and do you think a dividend cut is likely. Also, please give me your current opinion of the company (I know the sector is out of favor). Buy, sell or hold at the moment, in your opinion. Thanks, Don

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Read Answer Asked by Donald on May 23, 2019

• TELUS Corporation (T $21.19)
  • $21.19 P/E (TTM): 33.2X Cap: $32.52B
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Q: It seems that the Liberals will ban Or at least limit operations in Canada. If so,how might this impact TELUS? Thank you.

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Read Answer Asked by Steve on May 23, 2019

Q: Hi,
Is there a strategy to transfer stocks with nice capital gains (SHOP approx 250%) from my Margin act to TFSA. My understanding is that such a transfer is considered a deemed disposition. Thanks.

Shyam

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Read Answer Asked by Shyam on May 23, 2019

• Atlassian Corporation (TEAM $149.84)
  • $149.84 Cap: $39.30B
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Q: Please explain if Atlassian Corp stock price be affected after SLACK IPO . When will be the IPO date ? Is it investable ? Is Atlassian recent stock price too expensive ? Thanks a lot.

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Read Answer Asked by Lai Kuen on May 23, 2019

• First Quantum Minerals Ltd. (FM $32.97)
  • $32.97 P/E (TTM): 95.11X Cap: $27.50B
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Q: I have a question about FM
Hi team
the first quantum has been sliding rapidly like TECK
is there a reason for it ?
should I wait to establish a small position ?
would you prefer TECK over FM ?
thanks
Michael

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Read Answer Asked by Michael on May 23, 2019

• Enbridge Inc. (ENB $66.89)
  • $66.89 P/E (TTM): 23.46X Cap: $145.88B
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Q: You seemed happy with ENB's last quarter. I notice it is one of the more shorted stocks. (Recent G&M article).Do you have thoughts on what the short argument would be?

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Read Answer Asked by michael on May 23, 2019

• Goodfood Market Corp. (FOOD $0.30)
  • $0.30 Cap: $29M
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Q: GOODFOOD LAUNCHES YUMM.CA, A VALUE MEAL KIT OPTION TARGETING COST-CONSCIOUS CANADIANS

Surprised that the stock price of FOOD has been generally declining over the last 6 weeks since announcing strong quarterly earnings. But it has perked up in the last couple of days following the introduction of the lowest price ready-to-cook option in Canada. As always, I would appreciate your analysis of this new development.

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Read Answer Asked by karl on May 23, 2019

• Vodafone Group Plc (VOD $11.40)
  • $11.40 Cap: $27.31B
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Q: Revisiting a question asked in February by Paul.
Vodafone?

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Read Answer Asked by Duane on May 23, 2019

• Neo Performance Materials Inc. (NEO $21.46)
  • $21.46 Cap: $893M
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Q: Could you please provide an update on NEO. Stock jumped today based on news regarding China Tightening supply of Rare Earth Metals.

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Read Answer Asked by David on May 23, 2019

• Gildan Activewear Inc. (GIL $84.82)
  • $84.82 P/E (TTM): 19.36X Cap: $12.66B
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Q: Besides GIL, I am having difficulty determining which other 2 stocks to consider for the consumer discretionary sector?
Also is there an ETF that could use as an alternate?
Thanks.

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Read Answer Asked by Terry on May 23, 2019

• Canadian Imperial Bank Of Commerce (CM $114.87)
  • $114.87 P/E (TTM): 13.64X Cap: $106.76B
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Q: What is reason for a near 4.5% drop to the share price today (May 22)? Looking at the quarterly results, I didn't think anything was that alarming. May be I missed something?

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Read Answer Asked by Bhaskar on May 23, 2019

• Savaria Corporation (SIS $21.50)
  • $21.50 P/E (TTM): 27.75X Cap: $1.53B
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Q: Should Savaria shareholders be concerned that in the recent Directors election J-M Bourassa had 30 % votes and S Bourassa 20% votes withheld?

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Read Answer Asked by Paul C. on May 23, 2019

• VersaBank (VBNK $17.46)
  • $17.46 P/E (TTM): 18.1X Cap: $561M
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Q: Hello
Versa Bank never have much to say. Is the deal they announced this morning material to Versa Bank. It looks positive enough.
Thank You

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Read Answer Asked by Clarence on May 23, 2019

• Alaris Equity Partners Income Trust (AD.UN $18.58)
  • $18.58 P/E (TTM): 6.04X Cap: $843M
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Q: "Alaris Royalty Corp. Announces A $100 Million Bought Deal Financing."
What does this do to their debt levels? Do you think this is a sign that all is not going so well at Alaris?

Thanks Always

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Read Answer Asked by Stephen on May 23, 2019