Investment Q&A

• Vanguard S&P 500 Index ETF (CAD-hedged) (VSP $103.30)
  • $103.30 P/E (TTM): 82.7X Cap: $4.84B
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• Vanguard U.S. Total Market Index ETF (VUN $119.51)
  • $119.51 P/E (TTM): 63.32X Cap: $12.91B
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• Vanguard S&P 500 ETF (VOO $592.36)
  • $592.36 P/E (TTM): 81.12X Cap: $687.20B
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• Vanguard High Dividend Yield Indx ETF (VYM $139.23)
  • $139.23 P/E (TTM): 54.22X Cap: $61.15B
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Q: Can you please give me your recommendations for ETFS in the following categories?

US S&P 500
US Total Market
US Dividend

Thanks

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Read Answer Asked by EVAN on July 25, 2019

• iShares Core Canadian Universe Bond Index ETF (XBB $28.27)
  • $28.27 Cap: $8.19B
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• Vanguard Canadian Short-Term Corporate Bond Index ETF (VSC $24.31)
  • $24.31 Cap: $1.08B
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Q: Thank you for your Portfolio Analytics feature, I am finding it a useful tool for helping with overall perspective.

Here is a sounding board fixed income ETF allocation question.

In registered accounts I currently have 1% XBB and another 4'ish% spread generally evenly between VSC, CLF and CBO.

For general simplification purposes would it be a better idea to only hold a couple of ETFs or maybe even just a single bond fund?

Possibly keep XBB and choose one of shorter-termed VSC/CLF/CBO products? Would you suggest different ETF(s) instead? Thanks for any ideas and I recognize you are not giving individual advice.

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Read Answer Asked by Richard on July 25, 2019

• Covalon Technologies Ltd. (COV $2.27)
  • $2.27 P/E (TTM): 29.0X Cap: $62M
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Q: Comments on release today and what your view is going forward. Are you still optimistic about it?

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Read Answer Asked on July 25, 2019

• Covalon Technologies Ltd. (COV $2.27)
  • $2.27 P/E (TTM): 29.0X Cap: $62M
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Q: Hi guys,
What is your opinion on the Corporate update released today and what effect could it have on the Stock price.

Thanks

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Read Answer Asked by Peter on July 25, 2019

• TUPPERW.BRAND.CORP.DL-01 (TUP)
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Q: Good day, what are your thoughts on this stock? They missed targets and have provided lower guidance, but is the drop (in the stock price) over-done? How Is their debt coverage? Thanks.

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Read Answer Asked by Michael on July 25, 2019

• PayPal Holdings Inc. (PYPL $68.42)
  • $68.42 P/E (TTM): 14.94X Cap: $65.40B
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Q: May I please hear from you on PayPal’s earnings. The earnings looked good to me but it’s down 6% after hours due to future outlook on earnings from what I can gather. Would you suggest continuing to hold and ride out any negative reaction? Thank you.

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Read Answer Asked by Jason on July 25, 2019

• Loblaw Companies Limited (L $56.77)
  • $56.77 P/E (TTM): 7.02X Cap: $67.47B
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• FirstService Corporation (FSV $279.75)
  • $279.75 P/E (TTM): 63.75X Cap: $12.70B
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Q: Early thoughts on the earnings releases today?

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Read Answer Asked by Doug on July 25, 2019

• FirstService Corporation (FSV $279.75)
  • $279.75 P/E (TTM): 63.75X Cap: $12.70B
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Q: Good morning
First Service seems to be climbing nicely. Is there some specific news? Cheers

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Read Answer Asked by Margot on July 25, 2019

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Please comment on AW.UN's results today Txs for u usual great services & views

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Read Answer Asked by Peter on July 25, 2019

• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.01)
  • $5.01 Cap: $1.23B
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Q: Your comments on NWH.UN's recent purchase of properties & their issuance of trust units . Are these moves positive, negative or neutral. So far it has done well for me. Thanks ,as always for your valued information.

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Read Answer Asked by Dave on July 25, 2019

• ARC Resources Ltd. (ARX $25.90)
  • $25.90 P/E (TTM): 6.19X Cap: $15.46B
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• Whitecap Resources Inc. (WCP $10.08)
  • $10.08 P/E (TTM): 6.97X Cap: $12.63B
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• TORC Oil & Gas Ltd. (TOG $3.21)
  • $3.21 Cap: $714M
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• Savaria Corporation (SIS $20.50)
  • $20.50 P/E (TTM): 26.49X Cap: $1.46B
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• High Arctic Energy Services Inc. (HWO $0.81)
  • $0.81 Cap: $10M
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Q: A good chunk of my TFSA was chugging along nicely to the tune of KWH and its nice dividend, but ... alas ... no more!

Thinking of redistributing the money into WCP ... or any of the others in the energy sector mentioned above. Your thoughts?

I've also been toying with avoiding the sector altogether in this account (since I hold Enbridge and Algonquin Power in an RSP) ... and stepping over to Savaria?

The crystal ball question (without holding anybody to account is!) ... is ... which is likely to do better ... the energy picks, or Savaria? (I'm looking for a dividend with some growth in this account.)

If I should avoid ALL of these at the moment, any other thoughts on "growth with dividend"?

Thanks, as always!

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Read Answer Asked by Sylvia on July 25, 2019

• WPT Industrial Real Estate Investment Trust (WIR.UN $26.81)
  • $26.81 P/E (TTM): 4.06X Cap: $2.25B
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• Slate Retail REIT Class U Units (SRT.U)
  • P/E (TTM): 9.5X Cap: $291M
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Q: Am looking at these two reits who pay distributions in US $. Your opinion on both and would you recommend one or the other, both or neither. Thanks Derek

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Read Answer Asked by Derek on July 25, 2019

• Alimentation Couche-Tard Inc. (ATD $75.27)
  • $75.27 P/E (TTM): 19.64X Cap: $70.26B
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• Fire & Flower Holdings Corp. (FAF $0.29)
  • $0.29 Cap: $13M
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Q: May I please have your opinion on the Fire and Flower deal announced today. Thank you.

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Read Answer Asked by Manoj on July 25, 2019

Q: À Canadian citizen returning to Canada after working in Australia for 14 years. Can such a person make TFSA’s contributions retroactive ?
This would make an eligible contribution today of $ 63,500.00
I cannot find an answer to this question anywhere.
Thanks

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Read Answer Asked by Luc on July 25, 2019

• nLIGHT Inc. (LASR $28.15)
  • $28.15 Cap: $1.43B
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Q: What are your thoughts on nLight?

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Read Answer Asked by Liam on July 25, 2019

• Strathcona Resources Ltd. (SCR $38.37)
  • $38.37 P/E (TTM): 11.42X Cap: $8.32B
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Q: Please comment on today's results and what do you think are the chances of getting the NJ gambling licence?
Thx

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Read Answer Asked by Tim on July 25, 2019

• ProShares S&P 500 Dividend Aristocrats ETF (NOBL $104.53)
  • $104.53 P/E (TTM): 64.11X Cap: $11.66B
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• Vanguard Dividend Appreciation FTF (VIG $211.65)
  • $211.65 P/E (TTM): 68.92X Cap: $92.63B
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Q: Which would you prefer to beef up US exposer in an RRSP

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Read Answer Asked by GRAHAM on July 25, 2019

• Savaria Corporation (SIS $20.50)
  • $20.50 P/E (TTM): 26.49X Cap: $1.46B
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Q: I own ENB, CGX, BPY, AQN, and MSI in my TFSA and also have a 20% cash position. Was looking at deploying half the cash into one of either AFN, JWEL, FSZ, NFI or SIS. What would you suggest as the best for a 5+ year hold with a combination of dividends and growth.

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Read Answer Asked by Kelly on July 25, 2019

• Tesla Inc. (TSLA $345.32)
  • $345.32 P/E (TTM): 193.12X Cap: $1.09T
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Q: Do you view Tesla as an auto or tech company? Would you focus on gross margin and production in the quarterly results or would you value the company based on its technology, considering the level of investments in autonomous self driving cars by the traditional auto manufacturers? Will the end game for Tesla is being acquired by a traditional auto manufacturer? Is it a buy for you at this stage?

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Read Answer Asked by Rajiv on July 25, 2019

• MindWalk Holdings Corp Com (IPA $6.50)
  • $6.50 Cap: $297M
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Q: Does this company have any insider ownership?
Has there been any recent insider activity?
Thanks

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Read Answer Asked by EVAN on July 25, 2019