Investment Q&A

• Suncor Energy Inc. (SU $78.03)
  • $78.03 P/E (TTM): 18.01X Cap: $93.82B
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• Vermilion Energy Inc. (VET $15.60)
  • $15.60 Cap: $2.38B
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• Whitecap Resources Inc. (WCP $13.59)
  • $13.59 P/E (TTM): 11.76X Cap: $16.64B
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Q: Which TSX-based mid-sized (and larger) oil and gas explorer/producers, with strong balance sheets, would 5i most favour for a recovery in the Canadian resource sector?
Thank you.

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Read Answer Asked by Edward on April 23, 2019

• Kinaxis Inc. (KXS $133.77)
  • $133.77 P/E (TTM): 72.49X Cap: $3.61B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.74)
  • $12.74 Cap: $1.73B
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Q: Thinking of trimming some KXS and adding LSPD or SHOP to add some torque to my portfolio?

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Read Answer Asked by Charles on April 23, 2019

• CannTrust Holdings Inc. (TRST $0.91)
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Q: I am thinking of getting back into the marijuana market. I made a tidy profit when I sold all my marijuana stocks the day before legalization and now wanting to pick one grower with good future potential. What do you think of Canntrust? Any other you would recommend over it?
Thanks team, and Happy Easter!!

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Read Answer Asked by Jennifer on April 23, 2019

Q: Thank you for recommending AOK for my RRSP USD. Do you have a similar USD recommendation with more international exposure that has similar investment goals? Thanks. Peter

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Read Answer Asked by Peter on April 23, 2019

• BCE Inc. (BCE $36.13)
  • $36.13 P/E (TTM): 5.36X Cap: $33.42B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $55.20)
  • $55.20 P/E (TTM): 4.29X Cap: $30.52B
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• TELUS Corporation (T $18.75)
  • $18.75 P/E (TTM): 25.83X Cap: $28.69B
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Q: With talk about banning huawei, should I be concerned in owning any telco stocks for the next 12 months. Maybe an opurtunity to buy on a dip if it happens. No idea what effect it could have financialy on these companies other then investor reaction on the stock price

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Read Answer Asked by Tim on April 23, 2019

• Constellation Software Inc. (CSU $2,681.74)
  • $2,681.74 P/E (TTM): 56.43X Cap: $54.39B
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Q: Could I please have your earnings expectations for Constellation Software. Thanks

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Read Answer Asked by Brian on April 23, 2019

• Largo Inc. (LGO $2.32)
  • $2.32 Cap: $211M
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Q: I have a reasonable position in LGO which has been cut in half. Do you think this situation will improve over time. You have this in your portfolio. Would you remove it from your portfolio in the coming months?

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Read Answer Asked by Imtiaz on April 23, 2019

• Fortis Inc. (FTS $78.38)
  • $78.38 P/E (TTM): 22.42X Cap: $39.58B
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• Brookfield Renewable Partners L.P. (BEP.UN $42.22)
  • $42.22 Cap: $28.45B
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• Algonquin Power & Utilities Corp. (AQN $9.52)
  • $9.52 Cap: $7.30B
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Q: I am looking to increase my Utilities sector to 10% ;currently have BEP.UN at 5% and FTS at 3%. I just reviewed both companies 2018 Annual Reports and noted FTS 's Revenue Growth ,Earnings and ROE are all lower relative to 2017 whereas BEP.UN(although a smaller company ) increased in all areas relative to 2017. With this information I am not inclined to invest further in FTS and in fact I am wondering if I should take profit from my Fortis (in RRSP) and then diversify in a third utlity. Second question -what other utility would you recommend at this time? Thank you for your time.

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Read Answer Asked by Elizabeth on April 23, 2019

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $63.30)
  • $63.30 P/E (TTM): 54.87X Cap: $658M
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Q: On February 14th, you suggested that Derek buy the top 5 tech stocks in XIT. With XIT up almost 30% YTD I suspect the top 5 did very well indeed. Would it still be a good investment (top 5) given the large run-up? I looked at the top 5 and spidey sense says yes, but I value your thoughts much more. Thoughts please?

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Read Answer Asked by Danny-boy on April 23, 2019

• Secure Waste Infrastructure Corp. (SES $19.51)
  • $19.51 P/E (TTM): 43.13X Cap: $4.21B
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Q: Pretty slow movement on this company since the last response here three months ago. Do you recommend holding it still?

Sean

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Read Answer Asked by Sean on April 23, 2019

• Northland Power Inc. (NPI $21.53)
  • $21.53 Cap: $5.68B
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• Pattern Energy Group Inc. (PEGI $37.25)
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Q: A little low on energy. What is your take on these 2?

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Read Answer Asked by Pierre on April 23, 2019

• Vanguard Total International Stock (VXUS $79.50)
  • $79.50 P/E (TTM): 1.83X Cap: $118.46B
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Q: If one wanted to simplify their international equity holdings (I.e. ROW outside North America), would VXUS be your choice or is there a better option you might suggest? Alternatively, would it be better to use two or three different Int’l ETF’s to accomplish the same? If so, what might be some suggestions?

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Read Answer Asked by Tony on April 23, 2019

• Aphria Inc. (APHA $16.55)
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Q: Hi , can you bring me up to dare on APHA I see it has dropped a large amount, I must be missing something.
Jim.

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Read Answer Asked by James on April 23, 2019

• Power Corporation of Canada Subordinate Voting Shares (POW $67.24)
  • $67.24 P/E (TTM): 14.11X Cap: $43.49B
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Q: The various parts of the Power Financial conglomerate are coming back to life after languishing since 2008. Which companies would be the best choice for a buy and hold strategy lasting at least 2-3 years? Thank you.

Walter

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Read Answer Asked by Kurt W on April 23, 2019

Q: My wife currently holds two BMO Equity Growth ETFs, series A and T6. According to their info sheet, it states they have management fees of about 1.4 % and MER of 1.71%. Are both those fees payable, or is the mgmt fee included in the MER
Thanks

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Read Answer Asked by steve on April 23, 2019

Q: Do you have any plans for a trip in the near future?

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Read Answer Asked by Dawn on April 23, 2019

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.87)
  • $13.87 P/E (TTM): 6.96X Cap: $1.06B
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• Global X Active Preferred Share ETF (HPR $10.50)
  • $10.50 P/E (TTM): 35.71X Cap: $924M
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• Horizons Active Preferred Share ETF (HPR.A $9.29)
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Q: Preferreds declined in Nov-Dec and haven't come back. With interest rate peaking or flattening, is there any chance CPD or HPR will come back?

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Read Answer Asked by John on April 23, 2019

Q: I want to buy some growth stocks but strong so that I don't need to check every day
growth may be low but ok Including US stocks which I know is not your specialty but
has proven much much better than Canadian stocks

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Read Answer Asked by Nizar on April 23, 2019

• Alaris Equity Partners Income Trust (AD.UN $22.00)
  • $22.00 P/E (TTM): 5.99X Cap: $1.01B
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• Exchange Income Corporation (EIF $103.66)
  • $103.66 P/E (TTM): 37.07X Cap: $5.90B
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Q: Hi Guys, I believe you have deemed both these high paying dividend companies to be of a higher risk nature. Do you believe one to be less riskier than the other and why. Thanks and good day. Alan

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Read Answer Asked by Alan on April 23, 2019

• Vanguard Industrials ETF (VIS $338.14)
  • $338.14 P/E (TTM): 23.26X Cap: $6.41B
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Q: I like both of these stocks but would ask would you recommend them an industrial etf .. if so which U.S. etf would you prefer. What on your thoughts on a Canadian industrial etf versus a u.s.. thank you. HON, UTX

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Read Answer Asked by Maureen on April 23, 2019