Investment Q&A

• Covalon Technologies Ltd. (COV $2.44)
  • $2.44 P/E (TTM): 17.14X Cap: $66M
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• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: Hi Guys - I am looking for 2-3 "core" ideas to invest in for the next 3-5 years to provide solid gains but also a couple of potential "home runs" - ideas that can go up 2-5x (but obviously have risk associated). Which names are you most excited about?

Thanks in advance,

Dave

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Read Answer Asked by David on November 28, 2018

• Vitalhub Corp. (VHI $13.59)
  • $13.59 P/E (TTM): 302.89X Cap: $758M
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Q: Can I get your take on VHI's earnings.

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Read Answer Asked by Cory on November 28, 2018

• Dollarama Inc. (DOL $193.04)
  • $193.04 P/E (TTM): 44.0X Cap: $53.51B
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Q: Is there no company report on Dollarama? Is it worth holding on to for the upcoming earnings report, or can one expect to be disappointed again?

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Read Answer Asked by chris on November 28, 2018

• Visa Inc. (V $332.09)
  • $332.09 P/E (TTM): 33.91X Cap: $644.23B
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Q: I am selling visa either this year or next year. Realising that you can not time the market and considering currency exchange could you advise a possible time to do this. Would this stock have a sharp drop in a recession. Do you think the Canadian dollar will weaken. A lot here so take credits as required. Thank you for the service.

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Read Answer Asked by chris on November 28, 2018

• Miscellaneous (MISC)
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Q: I have a general question on taxation of investment income. If one had a mix of dividends, capital gains and interest income. Which source would taxed at the highest rate?

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Read Answer Asked by Joe on November 28, 2018

• Artis Real Estate Investment Trust (AX.UN $7.33)
  • $7.33 Cap: $712M
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Q: Hi Team,
I hold AX.UN in RIF a/c and lost 25% and thinking to replace with another REIT. Your comment on AX.UN please, any chance to going back up?
Thanks as always!
Tak

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Read Answer Asked by Tak on November 28, 2018

• Brookfield Infrastructure Partners L.P. (BIP.UN $41.57)
  • $41.57 P/E (TTM): 524.69X Cap: $27.21B
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Q: Hi Peter & Staff,
Would you recommend the above for a good income investment, or do you have some that you like better?

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Read Answer Asked by kenneth on November 28, 2018

• Cineplex Inc. (CGX $10.37)
  • $10.37 Cap: $657M
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Q: Peter, I have reread all your answers on CGX and was wondering if the stock is still too risky for a retired person. The price of the stock is pretty cheap now a days with a 6% dividend. If the stock rose only a couple percentage points that would be a good return. The bonus is that the dividend is paid monthly instead of quarterly which is not important but monthly is nice.

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Read Answer Asked by CHARLES LA on November 28, 2018

• Magna International Inc. (MG $58.52)
  • $58.52 P/E (TTM): 10.5X Cap: $16.52B
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Q: Hello,

Will Magna be affected by the GM closures? What percent of their revenue is attributed to GM? Thanks. Shyam

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Read Answer Asked by Shyam on November 28, 2018

• Miscellaneous (MISC)
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Q: 3 best etf for rrsp for cdn, us and international equity exposure?
MJE

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Read Answer Asked by Mary-Jude on November 28, 2018

• iShares S&P U.S. Mid-Cap Index ETF (CAD-Hedged) (XMH $27.67)
  • $27.67 P/E (TTM): 32.96X Cap: $350M
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $41.93)
  • $41.93 P/E (TTM): 59.02X Cap: $612M
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Q: Can you recommend a US small cap ETF that is Canadian based or similar as I would prefer to stay away from US reporting on form 1135?

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Read Answer Asked by Ozzie on November 27, 2018

• 3D Systems Corporation (DDD $1.76)
  • $1.76 Cap: $240M
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Q: Hi 5i - Any hope for 3D Systems in your view? Thx!

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Read Answer Asked by DOUG on November 27, 2018

• Superior Plus Corp. (SPB $6.88)
  • $6.88 P/E (TTM): 73.97X Cap: $1.59B
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Q: I'm looking to add Superior plus to my portfolio. Its trading at a low price lately would you step in with a full position ,5 percent today at aprox 10 dollars. With winter weather already arriving and prediction of a cold Canadian winter to me its seems like a no brainer. Your input please ? Thank you for your good work.

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Read Answer Asked by Hubert on November 27, 2018

• Income Portfolio (Income)
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Q: Can I get your thoughts/comparison with your income portfolio and the BTSX strategy.

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Read Answer Asked by Nino on November 27, 2018

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.50)
  • $13.50 P/E (TTM): 16.97X Cap: $1.04B
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Q: Good morning, I have recently shifted from a third party manager and am reviewing the pref share positions I currently own. All are individual share positions. Am I better off going with CPD versus individual ownership to share risk and also to simplify my management overall. Thanks

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Read Answer Asked by alex on November 27, 2018

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.50)
  • $13.50 P/E (TTM): 16.97X Cap: $1.04B
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Q: Is the decline in preferred shares overdone...how much further down could it go? and under what scenario? For a long term, safe(r), diversified investment, does it not seem like a good time to add to a position?

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Read Answer Asked by Jeff on November 27, 2018

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.40)
  • $5.40 P/E (TTM): 23.52X Cap: $239M
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Q: I read sometime ago that when Marijauna was legalized in Colorado beer and wine sales dropped. Consumers have only so much money to spend. I guess munchies sales went up. Your thoughts please.RAK

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Read Answer Asked by bob on November 27, 2018

• Savaria Corporation (SIS $21.30)
  • $21.30 P/E (TTM): 29.45X Cap: $1.52B
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Q: thoughts on short term upside/ spike/bounce from these levels? looking at selling calls on my position, fairly high premium. thanks!

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Read Answer Asked by mary on November 27, 2018

• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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Q: What is your opinion on the splitting of UTX into 3 companies? If you owned, would you continue to hold?

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Read Answer Asked by Rick on November 27, 2018

• Largo Inc. (LGO $1.80)
  • $1.80 Cap: $115M
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Q: Is there any major news that is impacting LGO negatively the last few days? Political? or has Vanadium prices dropped significantly? Analyst downgrades? etc. Thanks,

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Read Answer Asked by Roy on November 27, 2018