Investment Q&A

• BMO Floating Rate High Yield ETF (ZFH $14.97)
  • $14.97 Cap: $187M
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• BMO High Yield US Corporate Bond Hedged to CAD Index ETF (ZHY $11.21)
  • $11.21 Cap: $973M
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Q: BMO has a risk rating for ZYH and ZFH of low to medium for each of
these etfs.Would you agree with this assessment? Joe

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Read Answer Asked by Joseph on October 31, 2016

• Pursuit Attractions and Hospitality Inc Com (New) (VVI)
  • P/E (TTM): 74.88X Cap: $901M
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Q: Hello, Apologies, my last question was about Viad Corp US (VVI) not Seven gen. Thanks.
--------
Question:
VVI has gone up by almost 30% since summer, I am thinking after the election if there is a little bit of a lull..might be a good time to take a half position on this company. What are your thoughts on this company. Thanks. Shyam

Answer:
Seven Gen looks quite good following its recent acquisitions. It is showing excellent momentum, good growth is expected and cash flow looks good. It has checked back a bit from its high, and looks good today. It reports Wednesday. Its last quarter was well ahead of estimates.

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Read Answer Asked by Shyam on October 31, 2016

• Chesswood Group Limited (CHW $0.90)
  • $0.90 Cap: $18M
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Q: 11:13 AM 10/30/2016
Hello Peter. I have a 1.2% position in Chesswood for income and some growth, and am down 32% at present. The data I see on the company is:

Dividend $0.84, Yield 6.8%, POR 75%, P/E 7.5. Earnings $1.12, so to me it looks pretty good.

How solid do you think the company is and do you think the dividend is reliable and sustainable over the long run? Would you advise doubling my position at this price.

Thank you............ Paul K

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Read Answer Asked by Paul on October 31, 2016

• BMO Low Volatility Canadian Equity ETF (ZLB $53.99)
  • $53.99 P/E (TTM): 34.57X Cap: $5.14B
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• iShares MSCI Min Vol Canada Index ETF (XMV $50.90)
  • $50.90 P/E (TTM): 4.6X Cap: $323M
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Q: Peter and Team

As the sector allocation between ZLB and XMV (both identified Low volatility ETF) is significantly different. Could you please confirm which ETF would be most suitable to replace Sentry All Cap Income Fund with a MER of 2.68%?

Thanks

Sylvain

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Read Answer Asked by Sylvain on October 31, 2016

• S&P 500 (SPX)
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Q: I presently hold an ETF for the S&P 500 and am thinking maybe now is the time to exit this Index ETF. Would like to know your thoughts. Thank you

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Read Answer Asked by Paul on October 31, 2016

• Seven Generations Energy Ltd. class A common shares (VII $8.45)
  • $8.45 Cap: $2.81B
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Q: VVI has gone up by almost 30% since summer, I am thinking after the election if there is a little bit of a lull..might be a good time to take a half position on this company. What are your thoughts on this company. Thanks. Shyam

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Read Answer Asked by Shyam on October 31, 2016

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $132.75)
  • $132.75 P/E (TTM): 17.39X Cap: $30.14B
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Q: For the next two years, which one of the two would be best, to replace BEP.UN ? And would that be advisable ?

For the next five years, same query.

Altogether, would ATD.B be clearly a best choice ?

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Read Answer Asked by Serge on October 31, 2016

• Algonquin Power & Utilities Corp. (AQN $8.11)
  • $8.11 Cap: $6.26B
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Q: What are your favourite Canadian renewable companies for a 5 year investment ? Thanks.

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Read Answer Asked by Norman on October 31, 2016

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 13.05X Cap: $784M
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Q: Further to my previous comments, perhaps DH should slash their dividend and use the cash flow to finish the conversion to a fintech corporation.

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Read Answer Asked by Clarence on October 31, 2016

• Parkland Corporation (PKI $38.36)
  • $38.36 P/E (TTM): 34.62X Cap: $6.82B
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• Kinaxis Inc. (KXS $194.10)
  • $194.10 P/E (TTM): 437.0X Cap: $5.80B
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• Premium Brands Holdings Corporation (PBH $91.86)
  • $91.86 P/E (TTM): 33.0X Cap: $3.86B
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• Savaria Corporation (SIS $20.32)
  • $20.32 P/E (TTM): 28.75X Cap: $1.44B
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Q: Hi , can you please provide the estimates for Revenue, EBITDA and EPS for the quarterly release, next week. Thanks

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Read Answer Asked by rajeev on October 31, 2016

• BCE Inc. (BCE $32.00)
  • $32.00 P/E (TTM): 77.45X Cap: $29.91B
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• TELUS Corporation (T $21.84)
  • $21.84 P/E (TTM): 27.27X Cap: $32.94B
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Q: I am up 17% on BCE.

Would it make sense to sell some BCE stock to buy Telus thus diversifying risk & growth opportunity between two companies?

Would this same logic apply to say Enbridge & Fortis?

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Read Answer Asked by David on October 31, 2016

• Kinaxis Inc. (KXS $194.10)
  • $194.10 P/E (TTM): 437.0X Cap: $5.80B
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Q: KXS has been on a recent downtrend. Has the sentiment changed about the company? Is it time to move to a different investment in the same technology? Currently I only hold CSU, GIB.A and KXS in the tech sector.

Thanks,
Danny

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Read Answer Asked by Chieh-Yao on October 31, 2016

• Miscellaneous (MISC)
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Q: PRACTICALLY SPEAKING, ASSUMING I AM IN THE MONEY, HOW DO I GO ABOUT EXCHANGING WARRANTS I HOLD IN COMPANY XXX FOR SHARES IN SAID COMPANY?

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Read Answer Asked by roger on October 31, 2016

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $57.86)
  • $57.86 P/E (TTM): 55.32X Cap: $3.73B
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Q: I am interested in investing in an ETF listed in Canada that invests in US Technology companies. What would be your recommendations?

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Read Answer Asked by Gordon on October 28, 2016

• S&P/TSX Composite Index (TSX $27,920.87)
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Q: My bank's online trading site gives me the 12 month trailing return of my portfolio, updated every month.
Can you advise where I can find information on 12 month trailing return of the TSX?

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Read Answer Asked by Anne on October 28, 2016

• Extendicare Inc. (EXE $12.66)
  • $12.66 P/E (TTM): 13.8X Cap: $1.06B
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.65)
  • $6.65 P/E (TTM): 20.34X Cap: $716M
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Q: I am a retired income/growth investor, have sold some PKI (made over a double) and looking to reinvest in a similar growth/income stock. Would you have a preference between FSZ or EXE, they both pay about 5% and seem to have good prospects. If you have another preference I am all ears. Thanks,
John

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Read Answer Asked by John on October 28, 2016

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 13.05X Cap: $784M
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Q: I bought a small position in the DH debentures ... I hold a full position in DH which was murdered . Does the debenture purchase make sense ... I got it for $98.00 ... ( not the BEST price but it is a 2 year hold for 6% payout )

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Read Answer Asked by Thomas on October 28, 2016

• GRAVITY Co. Ltd. (GRVY $63.38)
  • $63.38 P/E (TTM): 7.15X Cap: $432M
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Q: Based on your previous suggestion I did not sell my shares of this co. Today the share price has gone up from 4.55$ to 10.07$. Volume of shares traded is up from 2265 to 2,782,448. Should I sell or wait. Share price today dropped from 12 to 10.07. Thank you.

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Read Answer Asked by Vinod on October 28, 2016

• SiriusXM Holdings Inc. (SIRI $20.97)
  • $20.97 Cap: $7.32B
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Q: SiriusXM, the US parent that will be taking in Sirius XM Canada, reported a very strong Q3 with large free cash flow, increased guidance, the initiation of a dividend and an increased share buyback. Do you have any thoughts on this name?

Thanks, Jim

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Read Answer Asked by James on October 28, 2016

• Superior Plus Corp. (SPB $6.83)
  • $6.83 P/E (TTM): 74.08X Cap: $1.59B
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Q: Would appreciate your analysis of Superior's third quarter financials.
Thank you.
G

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Read Answer Asked by Geoffrey on October 28, 2016