Investment Q&A

• Descartes Systems Group Inc. (The) (DSG $122.07)
  • $122.07 P/E (TTM): 53.1X Cap: $10.58B
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• Kinaxis Inc. (KXS $174.92)
  • $174.92 P/E (TTM): 106.13X Cap: $4.96B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.80)
  • $16.80 Cap: $2.30B
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Q: Which of the three do you prefer for a long term hold? Can you justify changing from one to the other?

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Read Answer Asked by Lyle on January 06, 2020

• TC Energy Corporation (TRP $76.46)
  • $76.46 P/E (TTM): 23.0X Cap: $78.57B
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• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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Q: Your thoughts and preferences between these 2 pipeline companies. (TRP & IPL)

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Read Answer Asked by Nino on January 06, 2020

• EPR Properties (EPR $49.43)
  • $49.43 P/E (TTM): 21.91X Cap: $3.81B
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Q: Can I get your opinion on EPR Properties as a core holding in an RRSP? I like the yield but am not sure how risky it might be going forward.

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Read Answer Asked by BRYAN on January 06, 2020

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: This stock had a great run in 2019. I missed buying it then although it was a great recommendation back around March. Given the appreciation in the stock would you still recommend to Initiate a position at these levels. Has the p/e expanded a lot in the last 12 months

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Read Answer Asked by Aleem on January 06, 2020

• NFI Group Inc. (NFI $15.88)
  • $15.88 Cap: $1.81B
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• Boyd Group Services Inc. (BYD $222.00)
  • $222.00 P/E (TTM): 217.3X Cap: $6.17B
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Q: In a TFSA account (growth oriented) would exchange NFI for BYD for a 3 to 5 years time frame? Thank you.

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Read Answer Asked by Yves on January 06, 2020

• BSR Real Estate Investment Trust Trust Units (HOM.U $12.59)
  • $12.59 Cap: $488M
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Q: Hi any reason for the toboggan ride on this reit?
Kind Regards
Stan

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Read Answer Asked by Stan on January 06, 2020

Q: Have the fundamentals on gold changed in the last couple of years? Is owning gold or a big gold company a good hedge? Hoping you can give me insights on what place gold or minors have in a portfolio today.
Thanks
t

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Read Answer Asked by treva on January 06, 2020

Q: What would you suggest looking to buy in anticipation of a potential crisis in the Middle East which unfortunately now seems imminent. Oil and gold I suppose are the obvious sectors that come to mind. Thanks.

Jason

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Read Answer Asked by Jason on January 06, 2020

• CCL Industries Inc. Unlimited Class A Voting Shares (CCL.A $87.09)
  • $87.09 P/E (TTM): 18.19X Cap: $14.46B
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Q: Happy new Year.

I always thought CCL paid their dividends in US dollars but it is not on your list of companies. Can you confirm the currency they pay in?

Thanks

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Read Answer Asked by kelly on January 06, 2020

• Pembina Pipeline Corporation (PPL $51.87)
  • $51.87 P/E (TTM): 17.83X Cap: $29.62B
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• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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Q: IPL dividend percentage increases since 2004 have been 4.17, 4, 7.7, 8.3, 6.6, 8.2, 12.4, 11.9, 12.8, 5.3, 3.8 and 1.8. Current yield 7.57. Payout ratio 30% using op cash flow and 244% using free cash flow.

PPL dividend increases since 2004 have been, 8.5, 5.3, 10, 9.1, 8.3, 0, 0, 0, 2.6, 3.1 7.3, 4.7, 5.6, 7.4, 9.8 and 5.3. Current yield 4.94. Payout ratio based on op cash flow = 55%, on free cash flow 121%
Do you see a worrisome trend here especially for IPL and how secure do you feel the dividends are for both companies.? In your experience does the decreasing yearly percentage increases especially now for IPL, trending to zero, predicate a 0 % increase eventually or a dividend cut?

Thanks
Jeff

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Read Answer Asked by JEFF on January 06, 2020

• Fission Uranium Corp. (FCU $0.72)
  • $0.72 Cap: $618M
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Q: Another uranium question. How are the finances of Fission? How long can they survive with their current cash and rate of spending? Will they need to finance in the next 2-3 years? Thanks!

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Read Answer Asked by Donald on January 06, 2020

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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Q: Please rank these companies on a best bang for the buck over a 5 year + investment time frame. Thank you. Dave

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Read Answer Asked by Dave on January 06, 2020

• TC Energy Corporation (TRP $76.46)
  • $76.46 P/E (TTM): 23.0X Cap: $78.57B
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Q: Anything on TRP this am Re volume and price drop? Thanks. Rod

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Read Answer Asked by Rodney on January 06, 2020

Q: For mutual funds etc.. which publish year-end statements showing holdings, what date is the last day they have for trades to be included? Is it the settlement date or the date of purchase?

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Read Answer Asked by Robert on January 06, 2020

• Miscellaneous (MISC)
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Q: Hi :
where is a good place to find the beta value of a particular stock ?(large cap REITS, banks, Utilities)
I normally use the one shown on my TDwaterhouse account (is it reliable ?), I also check the drop in price from the 2008-2009 TSX crisis. I am trying to calculate what the beta of my porfolio is.

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Read Answer Asked by Alejandro (Alex) on January 06, 2020

• Methanex Corporation (MX $54.81)
  • $54.81 P/E (TTM): 13.28X Cap: $4.32B
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Q: Your thoughts about Methanex?
How safe is the dividend and do insiders own shares?
Would you be a buyer here?

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Read Answer Asked by Josh on January 06, 2020

• Miscellaneous (MISC)
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Q: With increasing political tension between Iran and the United States, what effect could that have on Canadian and US stock markets?

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Read Answer Asked by Linda on January 06, 2020

• Enghouse Systems Limited (ENGH $20.40)
  • $20.40 P/E (TTM): 15.41X Cap: $1.12B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.80)
  • $16.80 Cap: $2.30B
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Q: I have some additional funds to add to one of the above companies. Which one seems better and why?
Much appreciated as usual. RAM

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Read Answer Asked by Ray on January 06, 2020

Q: What are your top 5 US & 5 Canada stock picks for 2020 for a longterm hold.

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Read Answer Asked by John on January 06, 2020

• Alphabet Inc. (GOOG $315.68)
  • $315.68 P/E (TTM): 30.46X Cap: $3.70T
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• Alphabet Inc. (GOOGL $314.35)
  • $314.35 P/E (TTM): 30.32X Cap: $3.73T
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Q: What is the difference between the two.

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Read Answer Asked by Eric on January 06, 2020