Investment Q&A

• Alaris Equity Partners Income Trust (AD.UN $18.65)
  • $18.65 P/E (TTM): 4.48X Cap: $849M
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• Lucara Diamond Corp. (LUC $0.22)
  • $0.22 P/E (TTM): 1.53X Cap: $99M
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• Gluskin Sheff + Associates Inc. (GS $14.24)
  • $14.24 P/E (TTM): 17.0X Cap: $444M
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• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $4.80)
  • $4.80 Cap: $1.19B
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• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
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Q: What are the ten highest yielding Canadian stocks which have a sustainable dividend ?As always, thanks for your expert guidance.

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Read Answer Asked by Norman on February 08, 2019

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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Q: I like the distribution, but this company's stock price peaked in 2015 and appears to have been going downhill ever since. It is up strongly so far this year but is there some catalyst which suggests a break from the recent past, or is it likely to continue to head downward?

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Read Answer Asked by John on February 08, 2019

• BCE Inc. (BCE $32.66)
  • $32.66 P/E (TTM): 77.26X Cap: $30.10B
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• TELUS Corporation (T $22.09)
  • $22.09 P/E (TTM): 27.54X Cap: $33.44B
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Q: I understand that Telus and Bell are the most heavily invested in Huawei; would a decision not to use their 5G equipment in Canada affect them

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Read Answer Asked by steve on February 08, 2019

• iShares Russell 2000 Growth ETF (IWO $291.06)
  • $291.06 P/E (TTM): 4.55X Cap: $11.71B
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• Vanguard Growth ETF (VUG $455.71)
  • $455.71 P/E (TTM): 76.92X Cap: $168.58B
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Q: Hello Team. I am going to put some money in my TFSA. I have US exposure in my pension but not in my TFSA. Is there a low MER Balanced Equity ETF similar to the IWO growth ETF that you have in the growth portfolio that may do well as US markets recover.
Thank You
Clarence

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Read Answer Asked by Clarence on February 08, 2019

• Ag Growth International Inc. (AFN $42.42)
  • $42.42 Cap: $805M
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Q: Is this company a buy for the TFSA account for a few years. It has a good dividend n some growth. Your comments on future earnings and dividends will be appreciated.

Thank you in advance. Rossana.q

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Read Answer Asked by Rossana on February 08, 2019

• Liminal BioSciences Inc. (LMNL)
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Q: What is your take on PLI?? At current prices has this become another risky, penny stock or is there some upside over the next year or two. Does it have any future potential for capital gain?? Thanks for your thoughts

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Read Answer Asked by Bob on February 08, 2019

• Black Diamond Group Limited (BDI $12.09)
  • $12.09 P/E (TTM): 23.96X Cap: $709M
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• Horizon North Logistics Inc. (HNL)
  • P/E (TTM): 4.2X Cap: $371M
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Q: Since the bump in these stocks last fall, presumably tied to potential LNG related opportunities, they have fallen back to earth and BDI is not far off its 52 week low. Could I get your thoughts on why the change in sentiment and also your opinion on starting a speculative position in one of these stocks. Thanks

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Read Answer Asked by Morgan on February 08, 2019

• Waste Connections Inc. (WCN $188.07)
  • $188.07 P/E (TTM): 75.96X Cap: $48.52B
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• Clean Harbors Inc. (CLH $242.10)
  • $242.10 P/E (TTM): 33.99X Cap: $12.98B
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• US Ecology Inc. (ECOL)
  • Cap: $1.51B
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Q: Hi all
WCN is hitting it out of the park. For a 2 to 5 year investment which do you prefer..WCN ECOL OR CLH. OR do you have another waste management choice? Growth and perhaps a bit of a growing dividend please.
Much thanks for all you do to keep me on track.

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Read Answer Asked by El-ann on February 08, 2019

• Honeywell International Inc. (HON $216.58)
  • $216.58 P/E (TTM): 25.2X Cap: $137.50B
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• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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Q: Which do you think will have better growth over the next few years?

TIA!

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Read Answer Asked by Wayne on February 08, 2019

• Costco Wholesale Corporation (COST $977.45)
  • $977.45 P/E (TTM): 56.57X Cap: $433.47B
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• Home Depot Inc. (The) (HD $386.17)
  • $386.17 P/E (TTM): 26.26X Cap: $384.21B
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• Walmart Inc. (WMT $103.12)
  • $103.12 P/E (TTM): 44.17X Cap: $822.94B
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Q: Which two would you pick for better growth over the next few years?

TIA!

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Read Answer Asked by Wayne on February 08, 2019

• Vanguard Dividend Appreciation FTF (VIG $206.01)
  • $206.01 P/E (TTM): 51.22X Cap: $90.53B
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• iShares U.S. Medical Devices ETF (IHI $60.64)
  • $60.64 P/E (TTM): 105.73X Cap: $4.23B
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• Vanguard Total Stock Market ETF (VTI $311.07)
  • $311.07 P/E (TTM): 59.24X Cap: $481.56B
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• First Trust Dow Jones Internet Index Fund (FDN $271.67)
  • $271.67 P/E (TTM): 52.02X Cap: $7.28B
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Q: Hello Peter and Team
my question pertains to my US trading account invested in all stocks. I have done well so far. Now I want to switch to all ETFs portfolio for more stability and less maintenance in the medium and long terms. I intend to buy the above for 20% each.
Please let me know if my strategy and choices make sens and do not hesitate to provide suggestions and adjustments.
I value your opinion as always.
Raouf

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Read Answer Asked by Raoul on February 08, 2019

• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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Q: Hi,

I'm interested in UTX but am mostly interested in it for the company splitting up which I understand is not likely to happen until sometime in 2020 thus I'd like to think that time is on my side to buy this one. However, do you see any near term (~ 12 - 18 mo) catalysts for UTX?

Cam.

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Read Answer Asked by Cameron on February 08, 2019

• Vanguard FTSE Europe ETF (VGK $77.38)
  • $77.38 P/E (TTM): 24.32X Cap: $26.02B
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Q: Can you suggest a large cap and a mid cap ETF that based on the FTSE? Looking at an 8-10 years hold.

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Read Answer Asked on February 08, 2019

• iShares Core Balanced ETF Portfolio (XBAL $31.58)
  • $31.58 P/E (TTM): 14.12X Cap: $2.11B
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Q: Hello 5i Could you comment on XBAL as an investment and as a long term hold for someone about to retire and what is the current yield and is it a monthly payout. Thanks

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Read Answer Asked by Michael on February 08, 2019

• Interfor Corporation (IFP $12.26)
  • $12.26 Cap: $639M
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Q: Interior seems to be a profitable company, increasing its production and virtually debt free. What do you think of Interfor as an investment?

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Read Answer Asked by andrew on February 08, 2019

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Hi there, regarding KWH.un, what are the chances of a competing bid for KWH? A few names that would compete against Vistra would be appreciated. Any of those that would better fit with KWH assets then Vistra? What would be your best guess/estimate be as to what KWH assets are really worth?
Thanks!

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Read Answer Asked by Hussein on February 08, 2019

• Atlantic Gold Corporation (AGB $2.92)
  • $2.92 P/E (TTM): 23.1X Cap: $690M
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Q: Please comments current status of AGB. I bought in at $1.80 over a year, it just go up and down, didn’t break out like other gold stock. Is it worth keeping or sell? Any debt? Ownership%? Cost per ounce produce? grow potential? Valuation improves? Cash flow, revenue, when report earning? If you didn’t like AGB, would recommend other better junior gold stock? (I own WDO)
Many thanks

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Read Answer Asked by Hue on February 08, 2019

• Tucows Inc. (TC $24.19)
  • $24.19 Cap: $274M
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Q: Stock has been down substantially over the past 2 days and I can't find any reasons why. Can you?

Thanks


Sheldon

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Read Answer Asked by Sheldon on February 08, 2019

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: And now quite possibly the casinos in BC may have had some government help in the laundering of dollars. Your previous opinion was that such news should not affect GC ..do you still stand by that position? Thanks for all you do ...

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Read Answer Asked by Alan on February 07, 2019

• BCE Inc. (BCE $32.66)
  • $32.66 P/E (TTM): 77.26X Cap: $30.10B
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• TELUS Corporation (T $22.09)
  • $22.09 P/E (TTM): 27.54X Cap: $33.44B
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Q: Good morning,
There seems to be a range of anticipated costs to Bell/Telus should they be required to eliminate Huawei hardware- could you please pass along your estimates as well as the likelihood of government indemnification for these costs. Would you buy Rogers as an alternative.
Thank you.

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Read Answer Asked by Brad on February 07, 2019