Investment Q&A

• Aritzia Inc. Subordinate Voting Shares (ATZ $73.61)
  • $73.61 P/E (TTM): 36.99X Cap: $8.44B
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Q: Hi,
Can you tell me what you think fair share value is for Aritzia now? Ive held it less than a year, and am thrilled with being up $8 (almost 50%). Im just trying to decide if the best part of this ride is over or if it has potential and reasoning to make more solid gains. Even if you think growth will continue but slow down from the current pace, I will likely sit on it a while. I just dont want to kill my returns by waiting if its likely to stagnate for a while.

Thanks

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Read Answer Asked by david on January 22, 2020

• Miscellaneous (MISC)
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Q: Can you please recommend an Active ETF and Momentum ETF that you would consider buying How often Active and Momentum management change their portfolio.

If possible in Canadian dollar.

Thanks for your great service.

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Read Answer Asked by Hector on January 22, 2020

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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• Honeywell International Inc. (HON $220.79)
  • $220.79 P/E (TTM): 25.02X Cap: $140.17B
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Q: What would be your favorite U.S. industrials for the near and longer term? Either mid-cap or large cap would be great!

TIA!

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Read Answer Asked by Wayne on January 22, 2020

• Enbridge Inc. (ENB $63.73)
  • $63.73 P/E (TTM): 23.56X Cap: $138.93B
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• TC Energy Corporation (TRP $66.76)
  • $66.76 P/E (TTM): 15.86X Cap: $69.38B
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• Pembina Pipeline Corporation (PPL $51.32)
  • $51.32 P/E (TTM): 16.75X Cap: $29.81B
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• Keyera Corp. (KEY $43.67)
  • $43.67 P/E (TTM): 18.27X Cap: $10B
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Q: I have had a small position in Keyera since before the oil price crash. It is still down 20% and even the most optimistic forecasts will only bring it close to my cost price. Its dividend is about the same at PPL, is lower than ENB and higher than TRP. ENB is my only other pipeline stock. I could sell KEY and add to ENB or open an position in PPL or TCP. Which do you think would be better for income and a little growth?

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Read Answer Asked by Ken on January 22, 2020

• Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN $36.23)
  • $36.23 P/E (TTM): 11.76X Cap: $2.51B
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Q: Recently there was a negative comment about Governance at NVU at a BNN Tonight market call (Jeffrey Olin) . In past November 5i team made the comment that valuation was attractive (price=30), now price is slightly above 31, Do you agree that Governance is an issue ? and do you still believe that valuation is attractive ?, TDW shows 2020, P/AFFO =17)

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Read Answer Asked by Alejandro (Alex) on January 22, 2020

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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Q: Morning boys:
Is it time to step back in this name?
Thx
Mark

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Read Answer Asked by Mark on January 22, 2020

• Vermilion Energy Inc. (VET $10.98)
  • $10.98 Cap: $1.69B
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• Parex Resources Inc. (PXT $15.95)
  • $15.95 P/E (TTM): 14.38X Cap: $1.55B
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Q: Hi Team!

I'd like to add some names in the energy space given its beat up status. Can you provide 3 names that would provide a proxy on a recovery in this area?

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Read Answer Asked by Ian on January 22, 2020

• Innergex Renewable Energy Inc. (INE $13.74)
  • $13.74 P/E (TTM): 72.32X Cap: $2.79B
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• Boralex Inc. Class A Shares (BLX $30.56)
  • $30.56 P/E (TTM): 282.96X Cap: $3.14B
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Q: How would you compare BLX and INE ?

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Read Answer Asked by terrance on January 22, 2020

• Horizons China High Dividend Yield Index ETF (HCN $22.00)
  • $22.00 P/E (TTM): 7.3X
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• iShares Asia/Pacific Dividend ETF (DVYA $40.30)
  • $40.30 P/E (TTM): 9.07X Cap: $43M
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Q: Hi Team
is there any etf that are similar to VGG that is focus on Asian?? is there any you would recommend for a long term hold?

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Read Answer Asked by Danny on January 22, 2020

• Franco-Nevada Corporation (FNV $222.95)
  • $222.95 P/E (TTM): 50.87X Cap: $42.95B
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• Wheaton Precious Metals Corp. (WPM $127.06)
  • $127.06 P/E (TTM): 67.71X Cap: $57.67B
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• Agnico Eagle Mines Limited (AEM $172.74)
  • $172.74 P/E (TTM): 26.83X Cap: $86.83B
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• iShares S&P/TSX Global Gold Index ETF (XGD $32.02)
  • $32.02 P/E (TTM): 97.83X Cap: $2.25B
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• iShares Gold Bullion ETF (CGL.C $38.92)
  • $38.92 Cap: $525M
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Q: Hi guys. In your opinion what is the best way in Canada to get some gold exposure? Would you buy a specific company Like AEM or WPM or just go with an etf like XGD?

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Read Answer Asked by Ryan on January 22, 2020

• PayPal Holdings Inc. (PYPL $68.01)
  • $68.01 P/E (TTM): 15.08X Cap: $64.97B
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• Mastercard Incorporated (MA $569.81)
  • $569.81 P/E (TTM): 39.26X Cap: $515.11B
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• Visa Inc. (V $342.15)
  • $342.15 P/E (TTM): 34.11X Cap: $663.75B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Global Payments Inc. (GPN $78.89)
  • $78.89 P/E (TTM): 12.63X Cap: $19.23B
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Q: Can you explain how GPN was better than the newer fintech plays like SQ + PYPL last year?

Is this a trend that will continue?

What's going on in this space?

Thanks as always.

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Read Answer Asked by Mark on January 22, 2020

• Manulife Financial Corporation (MFC $42.02)
  • $42.02 P/E (TTM): 15.86X Cap: $72.40B
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• Canadian Imperial Bank Of Commerce (CM $99.07)
  • $99.07 P/E (TTM): 12.34X Cap: $92.55B
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• Husky Energy Inc. (HSE $6.76)
  • $6.76 Cap: $6.79B
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• Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B $0.10)
  • $0.10 Cap: $18M
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• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.21)
  • $19.21 P/E (TTM): 9.06X Cap: $1.60B
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• MCAN Mortgage Corporation (MKP $20.24)
  • $20.24 P/E (TTM): 10.94X Cap: $787M
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• Wajax Corporation (WJX $23.81)
  • $23.81 P/E (TTM): 12.6X Cap: $518M
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Q: Wajax and Transcontinental have several things in common : mid single digit p/e, moderately high yield, relatively safe pay-out ratio, and a turnaround in earnings seems possible. Can you think of any other companies whose profile hits the 4 previously mentioned criteria. Thank you.

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Read Answer Asked by JACK on January 22, 2020

• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $14.53)
  • $14.53 P/E (TTM): 21.05X Cap: $411M
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Q: CSW.A I owned this one oncemany years ago for quite a while and sold at nice gain. I am thinking of buying back at the current price? Seems to have minimal debt. - high pay-out ratio of 146%, liquidity ratios are great: dividend sustainable? Place to park money and earn a good dividend & would be a very small % of my portfolio?

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Read Answer Asked by James on January 22, 2020

• BMO Tactical Dividend ETF Fund (ZZZD $28.90)
  • $28.90 P/E (TTM): 31.79X Cap: $22M
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Q: I've been listening to Larry Berman for a while now on Bloomberg and I am curious about your opinion of his BMO Tactical Dividend Fund.

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Read Answer Asked by Gary on January 22, 2020

Q: Huge volume on this one today on news of a new business strategy. Would appreciate any information you may have on this small cap company.
Thanx Gary

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Read Answer Asked by Gary on January 22, 2020

• Jumia Technologies AG American Depositary Shares each representing two (JMIA $4.85)
  • $4.85 Cap: $544M
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Q: Please share your recent views on this company. Also, can you please provide 5 names for both Canada and US which have very high risk but very high potential. Thanks

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Read Answer Asked by Imtiaz on January 22, 2020

• Miscellaneous (MISC)
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Q: Hedging Strategies- With the recent run up of stocks, what are the suggested preferred options to protect ones portfolio gains from significant market correction to the downside? Selling existing stocks will lead to considerable taxation in my current scenario, with most investments being outside RRSP Accounts. Please provide a few ideas.

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Read Answer Asked by LEN on January 22, 2020

• Knight Therapeutics Inc. (GUD $6.17)
  • $6.17 P/E (TTM): 61.09X Cap: $614M
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• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $61.27)
  • $61.27 P/E (TTM): 64.56X Cap: $457M
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• iShares U.S. Medical Devices ETF (IHI $61.10)
  • $61.10 P/E (TTM): 105.73X Cap: $4.32B
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Q: I am looking to increase my investment in Canada and US/International healthcare. Do you have any suggestions? Thanks

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Read Answer Asked by Nancy on January 22, 2020

• Miscellaneous (MISC)
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Q: When evaluating various US listed ETF's for dividend growth and stability )eg: DGRO, VIG, DGRW, SCHD) is there any value or merit in looking at the p/e ratio of the ETF itself to determine value as another metric before a purchase. Many thx. Steve

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Read Answer Asked by Stephen on January 22, 2020

• Vanguard U.S. Dividend Appreciation Index ETF (VGG $95.79)
  • $95.79 Cap: $2.05B
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• Vanguard Dividend Appreciation FTF (VIG $206.79)
  • $206.79 P/E (TTM): 53.74X Cap: $90.49B
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• Vanguard Total Stock Market ETF (VTI $310.53)
  • $310.53 P/E (TTM): 53.77X Cap: $480.73B
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• Vanguard International Dividend Appreciation ETF (VIGI $86.98)
  • $86.98 P/E (TTM): 5.63X Cap: $8.31B
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• Vanguard High Dividend Yield Indx ETF (VYM $134.47)
  • $134.47 P/E (TTM): 45.23X Cap: $59.57B
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• iShares Core Dividend Growth ETF (DGRO $64.83)
  • $64.83 P/E (TTM): 46.12X Cap: $32.60B
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Q: I have very little US exposure and have US$40,000 in my RRSP that I am looking to invest. I have looked at questions and profiles on VIG, VIGI, VYM, VTI and DGRO but I am unsure which of these or others ETFs would be best and am looking for some direction. What low cost, large US $ ETF or ETFs would make the most sense with the goal of maximizing US$ dividend income. This will be a long term holding.
Thank you

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Read Answer Asked by Mark on January 22, 2020