Investment Q&A

• Cineplex Inc. (CGX $10.40)
  • $10.40 Cap: $674M
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• Cinemark Holdings Inc Inc. (CNK $24.92)
  • $24.92 P/E (TTM): 16.57X Cap: $2.86B
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• AMC Entertainment Holdings Inc. Class A (AMC $2.78)
  • $2.78 Cap: $1.23B
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• Imax Corporation (IMAX $24.51)
  • $24.51 P/E (TTM): 55.35X Cap: $1.35B
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Q: Have your opinions changed on the status of these companies since your responses in early August and if I wanted to take a speculative position, how would you rank these companies in order of preference.

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Read Answer Asked by Denis on September 24, 2020

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $54.36)
  • $54.36 Cap: $7.19B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.73)
  • $46.73 Cap: $17.66B
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Q: In your opinion which one would offer the best return over the next 5 years?

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Read Answer Asked by Terry on September 24, 2020

• RBC Quant U.S. Equity Leaders (CAD Hedged) ETF (RUEH $36.38)
  • $36.38 P/E (TTM): 16.9X
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Q: Could I get your opinion of this ETF, what it does, and why it seems to be standing up so well in the latest market unpleasantness?

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Read Answer Asked by John on September 24, 2020

• Air Canada Voting and Variable Voting Shares (AC $18.67)
  • $18.67 P/E (TTM): 4.9X Cap: $6.09B
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• NFI Group Inc. (NFI $18.05)
  • $18.05 Cap: $2.15B
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Q: Hi, I own NFI, which is down almost 50%. Would you recommend selling it for AC if dividend and sector are not my primary concerns? Thanks.

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Read Answer Asked by Keith on September 24, 2020

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Could you provide any info on the sale of shares. In your view, is this good or unusual and what does it say about the company going forward?

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Read Answer Asked by Keith on September 24, 2020

• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X Cap: $99M
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Q: Has this company been sold? Should I sell my shares now or should I wait for a certain date regarding the dividend?
Thank you

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Read Answer Asked by patricia on September 24, 2020

• Royal Bank of Canada (RY $181.78)
  • $181.78 P/E (TTM): 19.19X Cap: $253.80B
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• Toronto-Dominion Bank (The) (TD $101.04)
  • $101.04 P/E (TTM): 10.24X Cap: $173.16B
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• Bank of Nova Scotia (The) (BNS $76.43)
  • $76.43 P/E (TTM): 16.04X Cap: $95.44B
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Q: What is the current stock price per book value of the above 3 banks? The

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Read Answer Asked by Terry on September 24, 2020

• CAE Inc. (CAE $39.78)
  • $39.78 P/E (TTM): 31.04X Cap: $12.72B
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Q: Hi,
Is it worth hanging on to CAE? You have mentioned it is a good post covid recovery play. But to me it seems like a while before aviation will pick up, and with no dividend to help with the wait.
Thanks

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Read Answer Asked by Marco on September 24, 2020

• Enbridge Inc. (ENB $64.62)
  • $64.62 P/E (TTM): 23.56X Cap: $140.39B
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• Parkland Corporation (PKI $38.36)
  • $38.36 P/E (TTM): 34.62X Cap: $6.82B
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Q: I hold PKI and ENB.
What do you respond to those who are saying to let go all fuel related stocks. I was having a conversation today where the other party was hard set on the world going green and will be needing less and less fuel. I think we are at least one decade or two away. What are your thoughts?
Thanks

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Read Answer Asked by Marco on September 24, 2020

• Constellation Software Inc. (CSU $4,723.53)
  • $4,723.53 P/E (TTM): 98.53X Cap: $101.51B
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Q: I currently own Csu in my tfsa . Topicusseems to have a better growth rate and higher profit margins then Csu.
I am considering switching half of my shares of Csu into Topicus when those shares
are available.
Your opinion please

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Read Answer Asked by Terry on September 24, 2020

• Magna International Inc. (MG $57.67)
  • $57.67 P/E (TTM): 10.41X Cap: $16.48B
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Q: There are a number of injection moulded plastic companies-would you have a favourite,or would one be better buying Magna. Does Magna make mouldings only for Magna?

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Read Answer Asked by M Anne on September 24, 2020

• Costco Wholesale Corporation (COST $968.56)
  • $968.56 P/E (TTM): 55.8X Cap: $418.47B
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Q: Hi,
What do you think of Costco's long term outlook. Is it a buy at the current price?
Thanks,
Matt

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Read Answer Asked by Matt on September 24, 2020

• Inovalis Real Estate Investment Trust (INO.UN $0.90)
  • $0.90 Cap: $30M
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Q: Do you think Europe now poses too much risk for INO.UN

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Read Answer Asked by terrance on September 24, 2020

Q: Hi group appreciate your comments on Gold - not looking good here - not only is it not acting normally considering the trying times we presently are experiencing but it appears to be in the process of giving up the 50+% gain YTD (is only up 23% after todays action. Should I Sell, buy more or just hold the course along with reasons why? (I am in for 15% of my total portfolio and am a moderate risk investor. Appreciate your help on this

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Read Answer Asked by Terence on September 24, 2020

• Flower One Holdings Inc - Ordinary Shares (FONE $0.01)
  • $0.01 Cap: $2M
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Q: Please analyze this stock. Is it a hold, a sell or a buy?

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Read Answer Asked by Hugo on September 24, 2020

• Sylogist Ltd. (SYZ $9.25)
  • $9.25 Cap: $216M
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• Constellation Software Inc. (CSU $4,723.53)
  • $4,723.53 P/E (TTM): 98.53X Cap: $101.51B
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• Evertz Technologies Limited (ET $12.21)
  • $12.21 P/E (TTM): 15.41X Cap: $919M
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Q: I recently sold ET and wondered if buying SYZ would be a good replacement for a RRSP or is CSU a better replacement. I currently own KXS ,DSG,CGI.A,LSPD
Thanks

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Read Answer Asked on September 24, 2020

• Canopy Growth Corporation (WEED $1.44)
  • $1.44 Cap: $159M
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• Global X Marijuana Life Sciences Index ETF (HMMJ $7.10)
  • $7.10 P/E (TTM): 17.71X Cap: $46M
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• Green Thumb Industries Inc (GTII)
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Q: Cannabis companies were hot a couple of years ago, and now the bad news is coming in. There really is a product here, though, and over several years there should be a reward for those willing to hang on.
I'm thinking to buy an ETF, or maybe Canopy, sometime in the fall during tax loss season. What think thou?

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Read Answer Asked by John on September 24, 2020

• Vanguard Growth ETF Portfolio (VGRO $39.90)
  • $39.90 P/E (TTM): 25.6X Cap: $7.34B
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Q: My son is 20 years old. Which ETF or stock would you recommend for his TFSA?

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Read Answer Asked by Elizabeth on September 24, 2020

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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• iShares Canadian Financial Monthly Income ETF (FIE $8.86)
  • $8.86 P/E (TTM): 17.86X Cap: $1.14B
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• BMO Canadian High Dividend Covered Call ETF (ZWC $18.72)
  • $18.72 P/E (TTM): 27.37X Cap: $1.70B
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Q: Hello!

I am currently invested in three of these ETF's. Can you recommend other high dividend paying ETF's to complement my current allocation. Thank you!

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Read Answer Asked by Irek on September 24, 2020

• CVR Energy Inc. (CVI $26.71)
  • $26.71 Cap: $2.51B
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Q: Your thoughts on CVI ? Thanks

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Read Answer Asked by Kevin on September 23, 2020