Investment Q&A

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: What would be a company to look at on the canadian stock markets in the lithium space?

Upvote 0

Read Answer Asked by Tim on August 22, 2017

• Income Portfolio (Income)
  • View Income Profile
  • View Questions on Income
  • View Reports on Income

Q: Would the Model Income portfolio be appropriate for a recent retiree with 4% income needs, adjusted for inflation over time? Would there be enough dividend growth to compensate for inflation? I am not conservative by nature, but realize that without employment income, I cannot accept the potentially large volatility of an all equity portfolio as in the past when I was working.

Thanks

Upvote 0

Read Answer Asked by Hans on August 22, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi. I am presently rebalancing my daughter's RDSP. She currently has three stocks (BCE, BNS and PPL) as well as TD Canadian equity and TD US Equity. I would like to add more stocks to her plan and, perhaps, reduce the TD Canadian Equity. Could you please suggest four stocks for consideration? Thanks, JR

Upvote 0

Read Answer Asked by John on August 22, 2017

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
  • View CRH Profile
  • View Questions on CRH

Q: with my book value of $5000+ for CRH do you think it is worth holding on or just take the loss and go forward. Thank you

Upvote 0

Read Answer Asked by Maureen on August 22, 2017

• Kinaxis Inc. (KXS $194.10)
  • $194.10 P/E (TTM): 443.98X Cap: $5.45B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Knight Therapeutics Inc. (GUD $6.29)
  • $6.29 P/E (TTM): 62.08X Cap: $626M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD
• Altus Group Limited (AIF $57.24)
  • $57.24 P/E (TTM): 544.77X Cap: $2.54B
  • View AIF Profile
  • View Questions on AIF
  • View Reports on AIF

Q: I have some extra cash and would like to add to GUD, KXS or AIF. What is your preference between these three currently? Thanks!

Upvote 0

Read Answer Asked by David on August 22, 2017

• Cineplex Inc. (CGX $10.40)
  • $10.40 Cap: $659M
  • View CGX Profile
  • View Questions on CGX
  • View Reports on CGX

Q: I am down considerably on CGX (missed 5i selling?). Watching BNN today where the person is short CGX. This raised the question, are the shorts likely to be able to wreak havoc on this stock as they have so many?

Thanks

Upvote 0

Read Answer Asked by Stephen on August 22, 2017

• Meta Platforms Inc. (META $771.99)
  • $771.99 P/E (TTM): 29.85X Cap: $1.93T
  • View META Profile
  • View Questions on META

Q: Hi, I would like to initiate an investment in Facebook, expect a "large degree of volatility and...have a long time horizon" (from the preface to your growth portfolio). What percentage of my portfolio would you suggest I allocate to FB? Thanks, Rod.

Upvote 0

Read Answer Asked by Roderick Jay on August 22, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: The Canadian Securities Institute offers a non-licensed course for Investors. I was wondering if it is worthwhile taking.

Upvote 0

Read Answer Asked by Paul on August 22, 2017

• Pattern Energy Group Inc. (PEGI $26.74)
  • $26.74 Cap: $2.62B
  • View PEGI Profile
  • View Questions on PEGI

Q: Can I have your thoughts on this company, is the dividend safe?

Thanks

Upvote 0

Read Answer Asked by Peter on August 21, 2017

• Balanced Equity Portfolio (BEPORT)
  • View BEPORT Profile
  • View Questions on BEPORT
  • View Reports on BEPORT

Q: In 5iResearch’s investment portfolios I understand how the “Since Inception Return” & “Yield” columns are calculated, but not for the “Monthly Return” & “YTD Return” columns. Could you please explain how the “Monthly Return” & “YTD Return” columns are calculated. Thanks.
… Cal

Upvote 0

Read Answer Asked by cal on August 21, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi, could I get your opinion on a diversified ETF selection for a non registered account.
I was thinking of 3-6 ETF's with a 4-5% dividend and to preserve capital as best as possible. This will be for a long term hold for retirement income. If I can get the same performance with 2-3 ETF's that would be fine.
Thanks for the help

Upvote 0

Read Answer Asked by Brad on August 21, 2017

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $44.58)
  • $44.58 P/E (TTM): 5.94X Cap: $18.15B
  • View XIC Profile
  • View Questions on XIC
• iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN $38.73)
  • $38.73 P/E (TTM): 12.54X Cap: $1.45B
  • View XIN Profile
  • View Questions on XIN
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $41.63)
  • $41.63 P/E (TTM): 0.16X Cap: $2.69B
  • View VEE Profile
  • View Questions on VEE
• Vanguard U.S. Total Market Index ETF (VUN $116.19)
  • $116.19 P/E (TTM): 58.02X Cap: $12.47B
  • View VUN Profile
  • View Questions on VUN

Q: Two questions: Can you recommend a simple/small set of low-fee ETFs for a young, long-term investor for a TFSA, and one for an RRSP? (If not the same.)

Thanks very much.

Upvote 0

Read Answer Asked by Chris on August 21, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hello, would you classify all of the following as industrials? My weighting (in order shown with highest first) is 24% so if they are all industrials I need to trim. I assume you'd get rid of DRT. If I also would get rid of another I could bump up my ZCL. (I feel comfortable at 20% weighting so if I've mis-categorized I may not need to do anything).

SIS
NFI
utx (US)
gps
wsp
bip.un
drt
zcl
pte

Upvote 0

Read Answer Asked by Kel on August 21, 2017

• BMO MSCI EAFE Index ETF (ZEA $26.00)
  • $26.00 P/E (TTM): 20.07X Cap: $9.80B
  • View ZEA Profile
  • View Questions on ZEA
• Vanguard FTSE Developed Europe All Cap Index ETF (VE $40.89)
  • $40.89 P/E (TTM): 26.7X Cap: $402M
  • View VE Profile
  • View Questions on VE

Q: For coverage of Developed Europe, which of these two ETF's is preferred.

VE has a better dividend than ZEA , your comments please

Upvote 0

Read Answer Asked by Peter on August 21, 2017

• Morguard Corporation (MRC $118.11)
  • $118.11 P/E (TTM): 6.71X Cap: $1.26B
  • View MRC Profile
  • View Questions on MRC
  • View Reports on MRC

Q: Any comments on the latest acquisitions and valuation of MRC. I have held this for a very long time but the valuation always seems to lag the sector. Besides the fact that is very choppy and a thin trader. Your thoughts?

Upvote 0

Read Answer Asked by kelly on August 21, 2017

• National Beverage Corp. (FIZZ $46.19)
  • $46.19 P/E (TTM): 23.2X Cap: $4.28B
  • View FIZZ Profile
  • View Questions on FIZZ

Q: What do you think of FIZZ (National Beverage)? It looks like the stock has been growing wildly for the past five years.

Upvote 0

Read Answer Asked by John on August 21, 2017

• NVIDIA Corporation (NVDA $179.42)
  • $179.42 P/E (TTM): 57.5X Cap: $4.37T
  • View NVDA Profile
  • View Questions on NVDA
• ON Semiconductor Corporation (ON $46.98)
  • $46.98 P/E (TTM): 32.81X Cap: $19.21B
  • View ON Profile
  • View Questions on ON

Q: Although recognizing the potential of Envidia I have chosen to take profits and move on. I don't wish to Abandon the semiconductor space and as a result am looking at ON. Recognizing this is a US company I would appreciate your thoughts.
Thanks

Upvote 0

Read Answer Asked by DAVID on August 21, 2017

Q: Considering the company's recent financial results and future prospects, what are the most compelling reasons:
- to continue holding the shares?
- to sell the shares now?
Thanks

Upvote 0

Read Answer Asked by John on August 21, 2017

• Morguard Corporation (MRC $118.11)
  • $118.11 P/E (TTM): 6.71X Cap: $1.26B
  • View MRC Profile
  • View Questions on MRC
  • View Reports on MRC
• Temple Hotels Inc. (TPH $2.10)
  • $2.10 Cap: $157M
  • View TPH Profile
  • View Questions on TPH

Q: Could you comment please on the proposal to amend the 7.25 Series E Convertible Debentures?

Thanks
Bob Rose

Upvote 0

Read Answer Asked by Robert on August 21, 2017

Q: Given your recent comments on Absolute Software I wonder if you still like the stock ?

Upvote 0

Read Answer Asked by Guy on August 21, 2017