Investment Q&A

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Q: Hi,
I have held CDZ in 2 accounts almost forever. I even added to them in Jan 2017.
It shows a 3 % gain after all this time.
Does that seem right ?


I

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Read Answer Asked by Leonard on May 21, 2019

• Champion Iron Limited Ordinary Shares (CIA)
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Q: Your current thoughts on investing in this stock. Seems to have a lot of momentum?

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Read Answer Asked by kenneth on May 21, 2019

• Tucows Inc. (TC)
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Q: Tucows is continuing to fall quite dramatically. Other than the poor earnings result a couple of weeks ago, is there any reason for this ongoing drop? Thanks!

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Read Answer Asked by Gregory on May 21, 2019

• CareTrust REIT Inc. (CTRE)
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Q: Can I please get your thoughts on CareTrust REIT (CTRE).

Thanks

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Read Answer Asked by Scott on May 21, 2019

• Thomson Reuters Corporation (TRI)
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Q: Hi,

I own both versions of TRI stock and it does very well but I'm worried its momentum is unsustainable. If you look at a five year chart, it's becoming parabolic. Why is this company doing so well, has such a remarkable beta, and what are its prospects in the next five years?

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Read Answer Asked by Graeme on May 21, 2019

• Premium Brands Holdings Corporation (PBH)
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Q: What are your views on PBH given the investment to be made by CPPIB and other investors?

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Read Answer Asked by John on May 21, 2019

• Income Portfolio (Income)
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Q: I just noticed that the May income portfolio is more than 10% in cash. Is it normal ?, or it due partially to the sale of Valener, ?, if not, are you setting aside some cash for future deployment in a market downturn ? , what would you buy then (or now) ?.
thanks

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Read Answer Asked by Alejandro (Alex) on May 21, 2019

• RioCan Real Estate Investment Trust (REI.UN)
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Q: I am in my late 70's and need to add to my real estate sector in my TFSA and would appreciate if you would rate these three trusts in regard to quality and safety. Do you have any other trusts you would recommend. I use the dividends in my TFSA as a major source of income.
Rio Can. REI.UN, H&R Trust HR-UN and Brookfield Properties BPY-UN

W

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Read Answer Asked by Wayne on May 21, 2019

• Russel Metals Inc. (RUS)
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Q: Now that the metal tariffs are off, do you see Russel Metals doing better over the next year? Thanks.

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Read Answer Asked by John on May 21, 2019

• Descartes Systems Group Inc. (The) (DSG)
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Q: Is the eps # of .36 for the quarter from bloomberg that you gave?? most sites I look at have consensus eps of .10. Thx

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Read Answer Asked by blake on May 21, 2019

• Ubiquiti Networks Inc. (UBNT)
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• null (YNDX)
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Q: What are your thoughts about switching out Ubiquiti Networks for Yandex?

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Read Answer Asked by Liam on May 21, 2019

• BMO International Dividend ETF (ZDI)
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• BMO International Dividend Hedged to CAD ETF (ZDH)
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Q: I am looking at increasing my international exposure by purchasing ZDH or ZDI. Have some confusion about withholding tax. From prior question relating to withholding tax that someone else had your reply referred to layers of taxation. ZDH basically just holds ZDI. If ZDI pays withholding tax from international investments and pays dividends in Can$ then what would be the benefit of purchasing ZDH over ZDI as tax is already withheld and both pay in Can$?

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Read Answer Asked by Betty on May 21, 2019

• iShares Biotechnology ETF (IBB)
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• SPDR Biotech ETF (XBI)
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• ARK Genomic Revolution ETF (ARKG)
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Q: Is there a good small cap biotech ETF you would recommend ?

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Read Answer Asked by david on May 21, 2019

• SDX Energy Plc - Ordinary Shares (SDX)
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Q: What are your thoughts on SDX earnings and would you consider the drop today a good buying opportunity? When will it de-list from the Canadian exchange?

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Read Answer Asked by Darwin on May 21, 2019

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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• iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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• BMO Mid-Term US IG Corporate Bond Index ETF (ZIC)
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• BMO MSCI Emerging Markets Index ETF (ZEM)
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• iShares Core Canadian Universe Bond Index ETF (XBB)
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• iShares Core MSCI EAFE IMI Index ETF (XEF)
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• iShares Core MSCI Emerging Markets IMI Index ETF (XEC)
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• iShares MSCI Min Vol EAFE Index ETF (XMI)
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• Vanguard S&P 500 Index ETF (VFV)
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Q: 2 questions - please deduct as many points as needed.
Q1 - according to Portfolio Analytics, I need to increase my fixed income allocation by $90k. I own 4% positions in XBB, ZIC & PMO005 and 2.6% in CPD. Would you recommend adding to one of these or would you suggest adding another ETF?
Q2 - I need to add $125k to International exposure. Current international holdings include XAW, XMI & XEC at just over 2%. Should i add to anyone of these or add something else?

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Read Answer Asked by Rosemin on May 21, 2019

• Stars Group Inc. (The) (TSGI)
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Q: Hi,

Just curious about this Company with the announcement of the FOX tie up, which I believe you had mused about last year, a media company at least. Currently they only have sports betting in NJ, I believe. They could set up in Nevada, WV and PA with their partnership with Eldorado and Mount Airy. Any reason why they elected to wait? Additionally I don't think they have a licence in PA for betting. Is the stock valuation suffering as a result of the time it has taken to get sports betting to market or are there other variables? I cannot agree that the financing of the purchase of sky bet and william hill were not telegraphed and are the reason for the fall from the heights.

Thoughts?

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Read Answer Asked by Kelly on May 21, 2019

• Global X Active Corporate Bond ETF (HAB)
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Q: Mr. Poloz spoke about possible credit problem in Canada corporate bonds; do you think ETF like HAB and XCB are at risk and “not safe” ?
Thanks !

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Read Answer Asked by Martin on May 21, 2019

Q: Can I get your views on NameSilo Technologies (URL). Could they be a nascent Tucows?

Thanks

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Read Answer Asked by Scott on May 21, 2019

• Methanex Corporation (MX)
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Q: Thoughts on starting a position in MX.CA at current levels?? Are low global growth fears hitting stock?

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Read Answer Asked by Kevin on May 21, 2019

• Enbridge Inc. (ENB)
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• Inter Pipeline Ltd. (IPL)
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Q: Hi, was thinking of buying some IPL for some income and growth (50-50). What are your thoughts on company as far as debt,management ,and future stability, when we have a market correction.
Would hold for longer term 3-4+ years. Or would ENB be a better option with lower dividend.
Thanks

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Read Answer Asked by Brad on May 21, 2019