Investment Q&A

• Alphabet Inc. (GOOG $298.06)
  • $298.06 P/E (TTM): 30.38X Cap: $3.69T
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• NVIDIA Corporation (NVDA $170.94)
  • $170.94 P/E (TTM): 44.1X Cap: $4.15T
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• Atlassian Corporation (TEAM $161.98)
  • $161.98 Cap: $42.61B
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• The Trade Desk Inc. (TTD $37.17)
  • $37.17 P/E (TTM): 42.11X Cap: $17.97B
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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 $20.01)
  • $20.01 Cap: $222M
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.67)
  • $16.67 Cap: $954M
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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 Cap: $99M
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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 $49.10)
  • $49.10 P/E (TTM): 15.53X Cap: $82.73B
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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 $0.89)
  • $0.89 Cap: $246M
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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 $17.49)
  • $17.49 P/E (TTM): 11.03X Cap: $1.68B
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• Gran Tierra Energy Inc. (GTE $5.59)
  • $5.59 Cap: $197M
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• Tamarack Valley Energy Ltd. (TVE $7.55)
  • $7.55 Cap: $380M
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• Valeura Energy Inc. (VLE $7.90)
  • $7.90 P/E (TTM): 2.54X Cap: $837M
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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 $10.25)
  • $10.25 Cap: $746M
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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 $16.94)
  • $16.94 Cap: $4.42B
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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 $0.50)
  • $0.50 Cap: $32M
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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 $200.08)
  • $200.08 P/E (TTM): 42.32X Cap: $54.77B
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• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $170.14)
  • $170.14 P/E (TTM): 17.74X Cap: $12.02B
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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 $11.30)
  • $11.30 P/E (TTM): 9.5X Cap: $13.71B
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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)
  • $37.49 Cap: $6.60B
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• Magna International Inc. (MG $73.82)
  • $73.82 P/E (TTM): 14.42X Cap: $20.80B
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• Premium Brands Holdings Corporation (PBH $99.44)
  • $99.44 P/E (TTM): 65.61X Cap: $4.44B
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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 $221.27)
  • $221.27 P/E (TTM): 31.44X Cap: $2.36T
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• Alphabet Inc. (GOOGL $296.72)
  • $296.72 P/E (TTM): 30.26X Cap: $3.58T
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• Microsoft Corporation (MSFT $476.12)
  • $476.12 P/E (TTM): 33.88X Cap: $3.53T
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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 Cap: $99M
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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