Investment Q&A

• BMO Covered Call Utilities ETF (ZWU $11.22)
  • $11.22 P/E (TTM): 47.01X Cap: $1.85B
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• iShares Diversified Monthly Income ETF (XTR $11.42)
  • $11.42 P/E (TTM): 9.68X Cap: $355M
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.00)
  • $38.00 P/E (TTM): 5.68X Cap: $978M
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• Dividend 15 Split Corp. Class A Shares (DFN $6.41)
  • $6.41 P/E (TTM): 16.58X Cap: $768M
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Q: Hallo I5, is there a tax advantage between dfn, df and zwu, would you please rate or rank them from safety point of view. Perhaps suggesting a couple better ones. I do not have any India holding. Would you consider either of the above safe with reasonable MER, perhaps a suggesting a couple better ones. Many thanks, J.A.P. Burlington

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Read Answer Asked by Joseph on May 08, 2017

• Mitel Networks Corporation (MNW $14.78)
  • $14.78 Cap: $1.81B
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Q: Further to my question on May 4,Mnw tanked the last 2 days.Is there any reason(s)?It may have dropped after the conference call on May 4 morning.If possible do not deduct a credit.Thanks for your usual great services & views

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Read Answer Asked by Peter on May 08, 2017

• Vanguard S&P 500 Index ETF (VFV $153.93)
  • $153.93 P/E (TTM): 24.94X Cap: $23.83B
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• Vanguard U.S. Total Market Index ETF (VUN $115.71)
  • $115.71 P/E (TTM): 11.06X Cap: $12.32B
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Q: I would like to move to a portfolio with at least 30% exposure to the US. I already own VFV and VUN which comprise 10% of my portfolio. Rather than attempt to buy individual US stocks, it makes sense to me to continue to buy these very low cost ETFs, both of which provide significant diversification into the US. With VFV there is the added diversification bonus that almost 50% of the companies listed have business outside the US. I would appreciate your opinion of this strategy.

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Read Answer Asked by Dennis on May 08, 2017

• Miscellaneous (MISC)
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Q: Let's say I contributed $51K into my TFSA, and my portfolio grew to $100K. If I decided to liquidate my portfolio and withdraw all of the cash from my TFSA in December, how much can I contribute back to my TFSA in January? Would it be the new year's contribution limit plus the $100K that I took out?

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Read Answer Asked by Eric on May 08, 2017

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $134.34)
  • $134.34 P/E (TTM): 17.18X Cap: $29.53B
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• Constellation Software Inc. (CSU $4,790.56)
  • $4,790.56 P/E (TTM): 98.53X Cap: $99.98B
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Q: Best diversification suggested overall ?

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Read Answer Asked by Serge on May 08, 2017

• Miscellaneous (MISC)
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Q: Thank you so much for the sector column in your portfolios.
Decision making just became so much quicker and easier.
I bet a lot more investors will looking at balancing their portfolios.
Something I thank you for convincing me how important it is.

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Read Answer Asked by peter on May 08, 2017

• Endo International plc (ENDP)
  • Cap: $72M
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• Knight Therapeutics Inc. (GUD $6.27)
  • $6.27 P/E (TTM): 61.09X Cap: $614M
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Q: When do you expect GUD to be successful with buying back ENDO at the earliest ?

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Read Answer Asked by Serge on May 08, 2017

• ARC Resources Ltd. (ARX $27.46)
  • $27.46 P/E (TTM): 12.1X Cap: $6.01B
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• Vermilion Energy Inc. (VET $10.93)
  • $10.93 Cap: $1.69B
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Q: Hi. I would like your opinion on Arx . Should I Keep for long term or sell and what would you recommend buying. Thank you

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Read Answer Asked by John on May 08, 2017

• American Tower Corporation (REIT) (AMT $210.05)
  • $210.05 P/E (TTM): 34.32X Cap: $99.72B
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• Main Street Capital Corporation (MAIN $63.66)
  • $63.66 P/E (TTM): 10.87X Cap: $5.71B
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Q: Are there etf's that simplify the tax headaches associated with owning individual US limited partnerships and reits such as mainstreet capital and american tower. Any comments on these two companies would be appreciated. Thanks

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Read Answer Asked by Ian on May 08, 2017

• Applied Graphite Technologies Corporatio (AGT $0.07)
  • $0.07 Cap: $1M
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Q: Hello

Can you comment as to why the stock was halted today.

How badly are they going to miss estimates?

Do you estimate they are in debt trouble? There debt level being quite high.

Thank you

Stephane

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Read Answer Asked by Stephane on May 05, 2017

• Applied Graphite Technologies Corporatio (AGT $0.07)
  • $0.07 Cap: $1M
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Q: The trading halt by IIROC puzzled me. And just before the close, AGT released preliminary Q1 results which doesn't look good. What information that IIROC had that would trigger this halt? Early in the morning National Bank cut target price from 42 to 36. Did they know something? How are the preliminary results compared to analysts estimate? Thanks.

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Read Answer Asked by Iskandar on May 05, 2017

• Brookfield Renewable Partners L.P. (BEP.UN $35.79)
  • $35.79 Cap: $23.46B
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Q: how do you feel about BEP.UN latest results and current valuation?

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Read Answer Asked by Douglas on May 05, 2017

• AutoCanada Inc. (ACQ $26.16)
  • $26.16 Cap: $611M
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Q: Could I get your views on Autocanada? They released earnings today and the stock took a hit. What would you recommend for the go-forward - buy, hold or sell? Thanks.

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Read Answer Asked by Dan on May 05, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Thoughts on KWH moving forward

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Read Answer Asked by Barry on May 05, 2017

• Great-West Lifeco Inc. (GWO $52.26)
  • $52.26 P/E (TTM): 12.64X Cap: $48.49B
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Q: I was planning on adding to my position in GWO later on this month; should I buy today to take advantage of today's pullback? Any reason not to add to my position at all? This is a longterm hold for stability and dividend. Thank you.

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Read Answer Asked by Walter on May 05, 2017

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.42)
  • $4.42 P/E (TTM): 19.81X Cap: $40M
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Q: Just a follow up on the question today about healthy menu companies, I might suggest Ten Peaks as well. Decaf coffee sales are on the rise and the Swiss Water Process ( ie Ten Peaks) is regarded as the premier method. Their 1st Q earnings come out next week so we will have a better idea of business at that time.

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Read Answer Asked by Murray on May 05, 2017

• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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Q: Is ZCL a buy with the recent pull back. Does their future still look ok and do you feel the drop is over done.

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Read Answer Asked by Luca on May 05, 2017

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $44.88)
  • $44.88 P/E (TTM): 78.96X Cap: $21.71B
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• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
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Q: Is this a good time to get into the mining sector? What are you top 2 picks for the mining sector?

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Read Answer Asked by LUIGI on May 05, 2017

• Cannabix Technologies Inc. (BLO)
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Q: Any update analysis on BLO Cannabix Marijuana Breathalizer now that it will be legalized in more places in North America.
Thanks so much. Barry.

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Read Answer Asked by Barry on May 05, 2017

• Miscellaneous (MISC)
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Q: I would like to make a long term purchase of three or four growth stocks in my RRSP. There are many that I have looked at but their valuations are so high now eg. SHOP, SIS, PBH. I would appreciate your recommendation of four or five growth stocks that look good for the long term.

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Read Answer Asked by Dennis on May 05, 2017