Investment Q&A

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $41.59)
  • $41.59 P/E (TTM): 82.86X Cap: $6.51B
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• InterRent Real Estate Investment Trust (IIP.UN $13.34)
  • $13.34 Cap: $1.85B
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• BMO Equal Weight REITs Index ETF (ZRE $22.55)
  • $22.55 P/E (TTM): 54.28X Cap: $592M
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• Killam Apartment Real Estate Investment Trust (KMP.UN $18.06)
  • $18.06 P/E (TTM): 4.11X Cap: $2.20B
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Q: Good Morning,
Putting some cash to wok in my wife's TFSA, long term (20+) year hold. She is a buy and hold long term investor, looks at her portfolio once or twice a year type. Would you suggest ZRE or would you buy 3-4 REITS? I like the equal weighting of ZRE. It would be approx 10% weighting in her TFSA. Thanks again.

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Read Answer Asked by Darby on September 06, 2019

• iShares MSCI Japan ETF (EWJ $80.17)
  • $80.17 P/E (TTM): 13.7X Cap: $15.57B
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Q: Can you please suggest an ETF. Looking for Japan equity exposure, mid-large cap with a decent yield and good liquidity?

Thanks.

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Read Answer Asked by Joel on September 06, 2019

• ProShares Pet Care ETF (PAWZ $58.10)
  • $58.10 P/E (TTM): 40.18X Cap: $57M
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Q: What are your thoughts on Pet Pawz ETF and pet industry. Do you think it will hold better in recession.
Is there any Etf in canada

Thanks for your help

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Read Answer Asked by Hector on September 06, 2019

• S&P 500 (SPX)
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Q: The P/E on the S&P of 20 seems irrationally high. Any justification for this?
Also private companies typically sell in a P/E range of 3-5. Why do public companies trade so much higher?

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Read Answer Asked by Graham on September 06, 2019

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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Q: Since the news this week of CRH purchasing the remaining 49% of an anesthesia clinic in Colorado there has been a drop in share price. Is there a problem with this partnership, is it a bailout? Does this show any issues with their growth model?

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Read Answer Asked by Harry on September 06, 2019

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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• WPT Industrial Real Estate Investment Trust (WIR.UN $26.81)
  • $26.81 P/E (TTM): 4.06X Cap: $2.25B
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Q: Looking for a REIT & am trying to decide between the industrial REIT WIR.UN & BPY.Un .Which would you suggest or are both good stocks or neither & you'd suggest something else? I had AAR.UN which was great but was bought out & at this point have only NWT.UN for REIT exposure at 2%. I believe with falling interest rates that this is a good time for REITS . Your valued opinion would be appreciated.
Dave

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Read Answer Asked by Dave on September 06, 2019

• Evertz Technologies Limited (ET $12.17)
  • $12.17 P/E (TTM): 15.36X Cap: $907M
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Q: Please comment on quarter numbers; EPS and revs. Are the flat y over y revs and earnings a concern... what about growth for this company?

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Read Answer Asked by Harry on September 06, 2019

• Descartes Systems Group Inc. (The) (DSG $139.42)
  • $139.42 P/E (TTM): 59.52X Cap: $11.82B
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Q: Would have been a great move if you had recommended DSG before the 10% jump yesterday.A little reluctant to buy it today.

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Read Answer Asked by terry on September 06, 2019

• Artis Real Estate Investment Trust (AX.UN $7.27)
  • $7.27 Cap: $693M
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Q: Ax.un seems be selling quite a bit of properties -comment to the plan.

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Read Answer Asked by terrance on September 06, 2019

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $20.16)
  • $20.16 P/E (TTM): 9.25X Cap: $1.67B
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Q: What is your opinion of the latest quarterly results of Transcontinental. Thanks.

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Read Answer Asked by Gerry on September 06, 2019

• Granite Oil Corp. (GXO $0.94)
  • $0.94 P/E (TTM): 6.1X Cap: $36M
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Q: Any thoughts on holding GXO granite oil corp would be appreciated. I'm considering to cut this one loose as I am down big time on this one and losing patience. Thank you.
Mike

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Read Answer Asked by Michael on September 06, 2019

• Enbridge Inc. (ENB $66.59)
  • $66.59 P/E (TTM): 23.42X Cap: $145.47B
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• Fortis Inc. (FTS $70.15)
  • $70.15 P/E (TTM): 20.74X Cap: $35.55B
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Q: Based on current evaluations, would you swap FTS for ENB? Currently, also own BEP. I have owned FTS for a few years and have no concerns but wondering if ENB might provide a bit more upside (and larger dividend) at this point with a minimal change in risk. Owned in RRSP so no tax issues and doing this for a long term hold.

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on September 06, 2019

• Trisura Group Ltd. (TSU $41.59)
  • $41.59 P/E (TTM): 16.61X Cap: $1.94B
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Q: May I have your opinion as to TSU (Trisura)?
It is about to issue some new shares and I am thinking of buying some.

Thank you

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Read Answer Asked by John on September 06, 2019

• TWC Enterprises Limited (TWC $23.02)
  • $23.02 P/E (TTM): 13.08X Cap: $545M
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Q: Is it possible to determine whether yesterday's trade of 528,800 shares was insider trading?This is a huge trade for this stock which as you know does not even trade on some days.
Thanks
Bob Rose

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Read Answer Asked by Robert on September 06, 2019

Q: Hello,
Which large cap, small cap and micro cap gold companies do you favour at this time? I own AEM, KL, ASR, ROXG and AU.
Thank you.
Marie-Noëlle

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Read Answer Asked by Marie-Noelle on September 06, 2019

Q: What would be your recommendation for 8-10 CAN/US growth/income stocks with a 10 year time frame with a mid to low risk that look good to buy now? Can you please rank in order? Thanks!!

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Read Answer Asked by Andrew on September 06, 2019

• Invesco Solar ETF (TAN $41.25)
  • $41.25 P/E (TTM): 19.11X Cap: $688M
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• iShares S&P Global Clean Energy Index Fund (ICLN $14.62)
  • $14.62 P/E (TTM): 48.22X Cap: $1.52B
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Q: I am looking to invest in what could be broadly described as some 'green' companies. These could be involved in power generation, carbon recapture or post consumer recycling to name a few options.
Would you be able to direct me to any funds, etf's or specific firms that may meet (or partially meet) these requirements?
Any help would be much appreciated.
Thank you

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Read Answer Asked by Kent on September 06, 2019

• Maverix Metals Inc. (MMX $6.53)
  • $6.53 P/E (TTM): 51.78X Cap: $962M
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• Metalla Royalty & Streaming Ltd. (MTA $6.10)
  • $6.10 Cap: $548M
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Q: Hi Guys
Do you have an opinion or preference for either
MMX or MTA ?
Many thxs for your comment.
Wayne

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Read Answer Asked by wayne on September 05, 2019

• Constellation Software Inc. (CSU $4,514.70)
  • $4,514.70 P/E (TTM): 108.15X Cap: $94.04B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Can you offer your best 5 ideas for a TFSA.

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Read Answer Asked by Valter on September 05, 2019

• Knight Therapeutics Inc. (GUD $6.45)
  • $6.45 P/E (TTM): 63.47X Cap: $634M
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Q: Stock is up today. Any news?

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Read Answer Asked by Richard on September 05, 2019