Investment Q&A

Q: Hi Team, came across this Mutual Fund (TDB220 T.D. U.S. BLUE CHIP EQUITY FUND).
With the tools available to me through my discount broker and other charting sites, I ran a comparison, using SPY, VTI, IWF and MAW108 as references, TD references this fund to the Russell 1000 growth index. It clearly shows it has out performed the other names. At 2.40% M.E.R is this fund worth considering as part of an overall strategy? Is there something I'm missing when looking at the results of the comparisons? Thank-you in advance. Sam

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Read Answer Asked by sam on September 20, 2018

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Your thoughts on this stock and the cloud sector.

Thank you

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Read Answer Asked by Mark on September 20, 2018

• Invictus MD Strategies Corp (GENE)
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Q: Will Peter's fireside chat with Gene Simmons at the Moneyshow be archived somewhere or, if not, the subject of a blog or Financial Post article?

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Read Answer Asked by Jeff on September 20, 2018

• Nemaska Lithium Inc. (NMX $0.17)
  • $0.17 Cap: $139M
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• Pan American Silver Corp. (PAAS $37.28)
  • $37.28 P/E (TTM): 31.28X Cap: $13.58B
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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: With the growing interest in production of electric vehicles, what are your favourite producers (miners) for battery metals such as silver, copper, nickel, and lithium? I added silver since solar energy will help power the vehicle producers.

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Read Answer Asked by Charles on September 20, 2018

• ICC Labs Inc. (ICC $1.62)
  • $1.62 P/E (TTM): 60.4X Cap: $199M
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Q: ICC is being taken over by ACB. Suppose to be 0.2448 of an Aurora share for each ICC share. Why hasn't ICC shares gone up in value lately with the rise in price of ACB shares? Why the big spread? Am I missing something?

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Read Answer Asked by Roy on September 20, 2018

• Leucrotta Exploration Inc. (LXE $2.21)
  • $2.21 P/E (TTM): 5.0X Cap: $551M
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Q: Your updated opinion on lxe.Thanks

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Read Answer Asked by Maurice on September 20, 2018

• Savaria Corporation (SIS $19.84)
  • $19.84 P/E (TTM): 28.75X Cap: $1.41B
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Q: With SIS announcement, I calculate 2019 P/E to be just under 15. True? I used the market cap of 891M/60M (projected earnings)

Seems like a good price for this company.

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Read Answer Asked by john on September 20, 2018

• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
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Q: Hello 5i team. Would you take a new position in TV today @ $0.72? Where do you see base metals heading in the next year?

Thanks

Dave

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Read Answer Asked by David on September 20, 2018

• Hydro One Limited (H $49.66)
  • $49.66 P/E (TTM): 24.43X Cap: $29.78B
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Q: What is your opinion of Hydro One Receipts for an income portfolio?

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Read Answer Asked by Maurice on September 20, 2018

• Atlassian Corporation (TEAM $185.69)
  • $185.69 Cap: $48.74B
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• Spotify Technology S.A. (SPOT $658.59)
  • $658.59 Cap: $134.24B
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Q: Good morning all
Would you chose TEAM or SPOT today. I've been watching them for awhile. I'm looking for 3 to 5 years growth. Which one might weather a correction or recession fairly well?
Thank you.

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Read Answer Asked by El-ann on September 20, 2018

Q: Would like your opinion on Connor, Clark & Lunn Global Alpha funds - are they a good investment? ccl450 is the class A with a much higher mer than the class f ccl451.

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Read Answer Asked by Reg on September 20, 2018

• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
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Q: Can I get your 5 favourite basic materials stocks and reason why?

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Read Answer Asked by Nino on September 20, 2018

• BMO Aggregate Bond Index ETF (ZAG $13.74)
  • $13.74 Cap: $11.16B
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.08)
  • $28.08 Cap: $8.18B
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Q: I notice lately you’ve been recommending XBB for a bond etf. I own ZAG. Is there much difference between the two? Should I switch?

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Read Answer Asked by Pamela on September 20, 2018

• Wheaton Precious Metals Corp. (WPM $127.06)
  • $127.06 P/E (TTM): 67.71X Cap: $57.67B
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• Sandstorm Gold Ltd. (SSL $13.00)
  • $13.00 P/E (TTM): 94.91X Cap: $3.81B
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Q: I have had these two co's for 5-6 years. I am currently at a loss of 50-60%. Should I sell these two and consolidate in something like FNV OR AEM or the bullion ETF? Is this the right time or should I wait till the gold price moves up. I only have about 4% of these stocks in my portfolio. Thanks.

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Read Answer Asked by Vinod on September 20, 2018

• NetApp Inc. (NTAP $103.23)
  • $103.23 P/E (TTM): 17.77X Cap: $20.97B
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• Atlassian Corporation (TEAM $185.69)
  • $185.69 Cap: $48.74B
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Q: What is your opinion on NTAP.
What is better buy at this time NTAP or TEAM.

Thanks,
Milan

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Read Answer Asked by Milan on September 20, 2018

Q: There is an article in the Globe this morning about corporate bonds to be traded on the TSX ? Can you please give us your thoughts about this new concept. Can we expect being able to trade corporate bonds on the TSX in the near future ? Thank you .

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Read Answer Asked by Pierre on September 20, 2018

• LyondellBasell Industries NV Class A (Netherlands) (LYB $50.90)
  • $50.90 P/E (TTM): 18.42X Cap: $16.37B
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Q: This seems very cheap for large Co. (p/e 7 ? ). Appreciate any thoughts you may have, especially on poor performance in past month . Thanks Jim

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Read Answer Asked by jim on September 20, 2018

• AltaGas Ltd. (ALA $41.28)
  • $41.28 P/E (TTM): 21.84X Cap: $12.34B
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Q: Given the sell off that we are experiencing, do you think this is because of people shorting the stock. Also, has Altagas now become attractive to activists?

Thank you for your insight.

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Read Answer Asked by Andrew on September 20, 2018

• SNC-Lavalin Group Inc. (SNC)
  • P/E (TTM): 100.9X Cap: $7.63B
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• WSP Global Inc. (WSP $281.55)
  • $281.55 P/E (TTM): 51.42X Cap: $36.74B
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Q: Which would you chose and why?

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Read Answer Asked by Doug on September 20, 2018

• Stella-Jones Inc. (SJ $78.81)
  • $78.81 P/E (TTM): 13.23X Cap: $4.37B
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• Western Forest Products Inc. (WEF $13.19)
  • $13.19 Cap: $139M
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Q: what is up with WEF 2 5% drop in a row. I dont own it yet....good time to buy or hold off a bit for the bottom? I own SJ haven't sold it yet....time to sell SJ and buy wef?

Tom

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Read Answer Asked by Tom on September 20, 2018