Investment Q&A

• BCE Inc. (BCE $32.53)
  • $32.53 P/E (TTM): 77.45X Cap: $29.98B
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• TELUS Corporation (T $21.54)
  • $21.54 P/E (TTM): 27.27X Cap: $32.61B
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• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: By letting my winners run to overweight positions, while recognizing the importance of overall sector allocations, I am in a constant debate with myself feeling the need to rebalance. My question is regarding 3 sectors with the backdrop of assuming we are in a rising interest rate environment. Currently having a 10% Utility weight, with 0% Real Estate and Telco's, would you suggest trimming Utilities to acquire one or both sectors, if so what names would you suggest? If rates rise faster than expected, will all 3 sectors perform similar ? I watch my portfolio very close, am quite comfortable with higher risk for higher return.

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Read Answer Asked by Charles on December 15, 2017

• Pure Multi-Family REIT LP (RUF.UN $10.10)
  • $10.10 P/E (TTM): 9.6X Cap: $784M
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Q: I am looking at adding a US reit, i see that this is off by 20% it's high, but still going down, nice dividend too. Upon checking latest qtr. report , they only had around $61,000 damage in the Texas hurricane. Also good insider buying at higher prices. What does the market not like here?
Thanks again.

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Read Answer Asked by eugene on December 15, 2017

• Miscellaneous (MISC)
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Q: Where can I find a complete list of new highs for stocks on the tsx?

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Read Answer Asked by claudette on December 15, 2017

• Axcelis Technologies Inc. (ACLS $70.88)
  • $70.88 P/E (TTM): 12.59X Cap: $2.20B
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Q: Another consideration for our RIF. I like it & it's off recent high of $35 - Price /BK 3.5: about 15% debt /cap. with 11% Profit & strong growth. Your opinion &/or other comparable suggestions. Thank you.

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Read Answer Asked by Robert on December 15, 2017

• AltaGas Ltd. (ALA $41.28)
  • $41.28 P/E (TTM): 21.84X Cap: $12.34B
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Q: Please comment on ALA. There is a critique in a Seeking Alpha yesterday stating that the WGL acquisition is a disaster in the making.
Thank you for your ongoing great service.
Frank

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Read Answer Asked by Frank on December 15, 2017

Q: Hi Peter What do you read in to the recent announcements and share price reaction
Kind Regards
Stan

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Read Answer Asked by Stan on December 15, 2017

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Thinking of taking a position in SQ. Your thoughts on growth prospects from current levels for the next 24 months? Any other recommendations in the same space?

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Read Answer Asked by Chris on December 15, 2017

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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Q: Do you believe that today's DIS deal could have a positive impact on DHX in terms of placing a higher value on their library?

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Read Answer Asked by angus on December 15, 2017

• Mullen Group Ltd. (MTL $13.07)
  • $13.07 P/E (TTM): 12.33X Cap: $1.14B
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Q: Hi! You sounded mildly positive on MTL just a few days ago.

How do you feel about it following the latest announcement + div boost?

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Read Answer Asked by Dominic on December 15, 2017

• Mullen Group Ltd. (MTL $13.07)
  • $13.07 P/E (TTM): 12.33X Cap: $1.14B
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Q: I see that Mullen has just hiked their dividend 60%. Your last comments on this company indicated they were close to 100% payout. What's your opinion on this move, and why?

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Read Answer Asked by steve on December 15, 2017

• Miscellaneous (MISC)
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Q: Good morning, i have passed the CSC, The Canadian Securities Course for investors and have a decent understanding of Financial Ratios and statements, do you know how i could get a deeper understanding of the ratios, since the same ratio in one industry can mean something totally different in another industry. it seems to me that a thorough understanding of these can go a long way in making investment decisions, thanks?

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Read Answer Asked by Pat on December 15, 2017

• Kontrol Energy Corp (KNR)
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Q: Any intelligence on this business - considering a small holding and debenture offering

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Read Answer Asked by Ron on December 15, 2017

• Dollarama Inc. (DOL $189.67)
  • $189.67 P/E (TTM): 43.3X Cap: $52.58B
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Q: Good morning. Any thoughts on today's Globe and Mail article on Dol? Borrowing to fund share buybacks.

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Read Answer Asked by Walter on December 15, 2017

• The Walt Disney Company (DIS $119.35)
  • $119.35 P/E (TTM): 23.79X Cap: $214.56B
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Q: Please comment on Disney acquiring Fox.... I own a small position ... I don’t know if I should buy more , or sell . I presume this is a good move from a cash flow perspective. How manageable is their debt ?




“taking on a lot of debt.

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Read Answer Asked by Thomas on December 15, 2017

• Enbridge Inc. (ENB $63.73)
  • $63.73 P/E (TTM): 23.56X Cap: $138.93B
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• Enbridge Income Fund Holdings Inc. (ENF $31.88)
  • $31.88 P/E (TTM): 5.5X
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Q: Can you comment on the stability of both these investments

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Read Answer Asked by Ron on December 15, 2017

• Global X Lithium & Battery Tech ETF (LIT $41.49)
  • $41.49 P/E (TTM): 86.98X Cap: $937M
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Q: Good Morning. I am interested in investing in metals, particularly copper, cobalt, etc. that are used in EV. Would you please provide names of companies or etfs (Cad or US $$) that you would recommend for these materials and/or electric vehicle companies? Thank you. Cathy

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Read Answer Asked by Catherine on December 15, 2017

• Brookfield Business Partners L.P. (BBU.UN $33.14)
  • $33.14 Cap: $7.04B
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Q: What are the ramifications of new gaming contracts for Western Ontario on this stock?
Thanks
Bob Rose

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Read Answer Asked by Robert on December 15, 2017

• Great Plains Metals Corp. (GPS $0.04)
  • $0.04 Cap: $1M
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• ECN Capital Corp. (ECN $3.07)
  • $3.07 P/E (TTM): 112.07X Cap: $863M
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Q: Wanted to get your views on GPS recent earnings? In addition ECN held a corporate update meeting and wondering if you have any comments after the meeting?

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Read Answer Asked by Sal on December 15, 2017

• Franklin Core ETF Portfolio (CBL $22.14)
  • $22.14 P/E (TTM): 0.66X Cap: $2M
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Q: Following up on CBL question, is it possible if they take it private, i could be taken out at the current price, leaving the shareholder, who bought at much higher price, with big losses?

Thanks
M

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Read Answer Asked by Marios on December 15, 2017

• Nemaska Lithium Inc. (NMX $0.17)
  • $0.17 Cap: $139M
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• Lithium Americas Corp. (LAC $3.52)
  • $3.52 Cap: $769M
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• Global X Lithium & Battery Tech ETF (LIT $41.49)
  • $41.49 P/E (TTM): 86.98X Cap: $937M
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• Sociedad Quimica y Minera S.A. (SQM $36.38)
  • $36.38 P/E (TTM): 14.92X Cap: $10.39B
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Q: I would like to make an investment in the lithium space. Are there any particular companies you would recommend? Or would you suggest an ETF? (assuming there is one) Thank you for the great service and happy holidays!

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Read Answer Asked by Patrick on December 15, 2017