Investment Q&A

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.50)
  • $13.50 P/E (TTM): 23.81X Cap: $1.04B
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• BMO Laddered Preferred Share Index ETF (ZPR $11.82)
  • $11.82 P/E (TTM): 11.03X Cap: $1.42B
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Q: In the first few days after the Trump win the pref ETF's moved up. Now they have dropped below where they were pre-election. Do you anticpate a continued drop and another bad run for prefs in 2017?

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Read Answer Asked by Robert on November 18, 2016

• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP $65.44)
  • $65.44 P/E (TTM): 80.15X Cap: $12.52B
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• iShares Core S&P U.S. Total Market Index ETF (XUU $65.10)
  • $65.10 P/E (TTM): 64.43X Cap: $3.79B
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• Vanguard S&P 500 Index ETF (VFV $157.28)
  • $157.28 P/E (TTM): 82.03X Cap: $24.54B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $98.94)
  • $98.94 Cap: $2.12B
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• Vanguard U.S. Total Market Index ETF (VUN $118.17)
  • $118.17 P/E (TTM): 63.32X Cap: $12.69B
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Q: Hi Peter and Team

What Canadian listed ETF would you recommend today for US market exposure for the TFSA of a thirty year old with a long term time horizon? Would your answer be any different if it was for an RRSP where the 15% US withholding tax was not an issue? There seem to be hedged and nonhedged versions of all of them so would you recommend a hedged version now with the USD so strong?

Thank you!

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Read Answer Asked by Mary on November 18, 2016

• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $34.16)
  • $34.16 P/E (TTM): 43.41X Cap: $336M
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• BMO Equal Weight US Banks Index ETF (ZBK $38.60)
  • $38.60 P/E (TTM): 43.41X Cap: $794M
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Q: two US Bank ETF's - 1 headged to CDN $. Would it better to buy the unheadged ETF if we expect the US $ to go up?

Thank You

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Read Answer Asked by Craig on November 18, 2016

• Miscellaneous (MISC)
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Q: Would any one of these companies be a good longer term investment? Your assessment is appreciated, as always!

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Read Answer Asked by Sigrid on November 18, 2016

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 14.59X Cap: $784M
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Q: Good morning Peter, Ryan, and Team, I'm curious about 5i's "Industrial" sector classification of DH. Both TMX and Bloomberg have it in the "Technology" sector. Part of my rationale for keeping it or not would be its sector. Thanks in advance for any clarification.

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Read Answer Asked by Jerry on November 18, 2016

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.02)
  • $83.02 P/E (TTM): 17.33X Cap: $14.47B
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• Winpak Ltd. (WPK $41.79)
  • $41.79 P/E (TTM): 13.47X Cap: $2.57B
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Q: I am currently holding WPK after having switched to it from CCL.B a few months ago when it seemed to get a bit over valued. I just noticed that there seems to be some negative correlation on these two stocks and I don't really understand why that would be since I always thought that these companies were very similar. Can you explain this and do you think it is a good time to start getting back in to CCL.B or should I just stick with WPK. Thanks

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Read Answer Asked by John on November 18, 2016

• Westport Fuel Systems Inc. (WPRT $3.93)
  • $3.93 Cap: $68M
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Q: Westport Fuel Systems WPT is starting to generate some interesting #$. Your succinct and timely analysis please. Thank you.

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Read Answer Asked by Ryczard on November 18, 2016

• Spartan Energy Corp. (SPE $6.68)
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Q: What do you make of the Spartan deal?

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Read Answer Asked by john on November 18, 2016

• Glu Mobile Inc. (GLUU $12.50)
  • $12.50 P/E (TTM): 74.11X Cap: $2.18B
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Q: Please give me your opinion of GLUU as a possible investment thanks

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Read Answer Asked by Richard on November 18, 2016

• Distinct Infrastructure Group Inc. (DUG $0.06)
  • $0.06 Cap: $2M
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Q: Can you give your opinion on distinct's recent q3 quarterly report. Revenue growth was big. What does the values ion look like today? Should I buy more?

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Read Answer Asked by Scott on November 18, 2016

• iShares U.S. Regional Banks ETF (IAT $51.07)
  • $51.07 P/E (TTM): 45.36X Cap: $617M
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• SPDR S&P Regional Banking ETF (KRE $61.79)
  • $61.79 P/E (TTM): 45.57X Cap: $3.36B
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Q: Peter and Ryan,
I know you're expertise is Canadian investments, but I'm interested in your thoughts regarding the future prospects for American regional banks.If you believe there is upside in the sector, are there any specific companies you could recommend, or is there an ETF you believe has upside in the future?
Thanks so much for your appreciated guidance.

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Read Answer Asked by Les on November 18, 2016

• The Hain Celestial Group Inc. (HAIN $1.70)
  • $1.70 Cap: $153M
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Q: How would you rate this food company?
Thank you!

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Read Answer Asked by Sigrid on November 18, 2016

• JPMorgan Chase & Co. (JPM $291.47)
  • $291.47 P/E (TTM): 14.34X Cap: $801.47B
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• Wells Fargo & Company (WFC $77.83)
  • $77.83 P/E (TTM): 14.06X Cap: $249.32B
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Q: I have owned WFC for a couple of years and purchased it because it was considered to be the best in class by some (Warren Buffet) although its reputation has been tarnished in the last few months. I know you have always preferred JPM. Would you endorse a switch over to JPM or does WFC still provide a pretty reasonable upside in your opinion?

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on November 18, 2016

• Nestle SA (NESN)
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Q: In order to diversify toward the US. i would like to begin a position to this co. the interest at 3.37 is interesting,i'm 72 and plan to let it ride in my TSFA for the (long? or medium term)this stock could be considered an income?
Thank You

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Read Answer Asked by DANIEL on November 18, 2016

• SPDR S&P 500 ETF Trust (SPY $635.55)
  • $635.55 P/E (TTM): 57.48X Cap: $648.05B
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Q: Do the added Mer fees charged on smart or factored ETFs result in superior performance when compared to regular passive Etfs?

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Read Answer Asked by Jerald on November 18, 2016

• Johnson & Johnson (JNJ $178.93)
  • $178.93 P/E (TTM): 19.13X Cap: $430.92B
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• Bank of Nova Scotia (The) (BNS $78.70)
  • $78.70 P/E (TTM): 16.5X Cap: $98.03B
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• Enbridge Inc. (ENB $66.70)
  • $66.70 P/E (TTM): 23.42X Cap: $145.47B
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Q: Greetings
Have you ever considered a list of stocks to own, dare I say it, forever? Something so enduring that you can almost set it and forget it. My list would include Berkshire Hathaway, Phillip Morris, Coca Cola. It would discourage frequent trading, focusing on price targets, hand wringing over every quarterly, etc.
Looking forward to your thoughts.
Tim

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Read Answer Asked by Tim on November 18, 2016

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 14.59X Cap: $784M
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Q: In a press release dated Nov.10 DH announced agreements to amend debt covenants. What does this mean? Thx

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Read Answer Asked by blake on November 18, 2016

• Lucara Diamond Corp. (LUC $0.20)
  • $0.20 P/E (TTM): 1.35X Cap: $90M
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• Grande West Transportation Group Inc. (BUS)
  • P/E (TTM): -30.3X Cap: $70M
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Q: Hello, Lucara sent out a press release today indicating completion of sale of 12 large diamonds totalling $38+ million. Wondering how you feel this will impact the stock price.
Also, I note a large run up in price of Grande West Transportation. Anything other than recent sales (incl USA)? Could this be a New Flyer proxy?
Thank you,
Brian

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Read Answer Asked by Brian on November 18, 2016

• Novartis AG (NVS $126.82)
  • $126.82 P/E (TTM): 21.68X Cap: $250.48B
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Q: I have held Novartis for a few years and still show a profit of ~33%. However it has dropped significantly in the last 18 months. In the pharma space, I also hold Knight Therapeutic (GUD) and Johnson & Johnson (JNJ). I wonder if Novartis is still worth keeping or should I consider switching to something else (or increasing my holding in J&J or GUD). It represents ~1% of my portfolio which is well diversified but light on pharma. Although not your primary field of expertise, I would still appreciate any light you could shed on the company. Thank you for your valuable insights.

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Read Answer Asked by jacques on November 18, 2016

• Northern Dynasty Minerals Ltd. (NDM $1.21)
  • $1.21 Cap: $667M
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Q: Hi team,

Do you have any thoughts on Northern Dynasty's recent earnings? Is there a solid reason for the big gains? Would you buy or sell at this point?

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Read Answer Asked by Bill on November 18, 2016