Investment Q&A

• Sylogist Ltd. (SYZ $8.04)
  • $8.04 Cap: $177M
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• Verizon Communications Inc. (VZ $43.49)
  • $43.49 P/E (TTM): 10.1X Cap: $183.70B
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.22)
  • $5.22 P/E (TTM): 23.26X Cap: $227M
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Q: I would appreciate your thoughts on the prospects for each of the above. They have fallen below my 2.5% goal - should I consolidate? Hang in? Sell one and add to the other 2? Or ???
Thanks again
RAM

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Read Answer Asked by Ray on December 03, 2019

• PRO Real Estate Investment Trust (PRV.UN $5.82)
  • $5.82 P/E (TTM): 17.13X Cap: $388M
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Q: I own a small position in PRO REIT PRV.UN. It has performed well and would like to add more units to my position. What is your opinion on this Reit and its ability to continue to grow and pay its distributions? Do you consider it risky and if so do you have other REIT's that you would recommend in this space?
Thanks - John C.

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Read Answer Asked by john on December 03, 2019

• Dream Office Real Estate Investment Trust (D.UN $19.78)
  • $19.78 Cap: $306M
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Q: Can i have your view pls Thanks

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Read Answer Asked by Kim on December 03, 2019

• Chemtrade Logistics Income Fund (CHE.UN $12.89)
  • $12.89 P/E (TTM): 12.2X Cap: $1.45B
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Q: I have been following CHE.UN for some time. But have never been able to pull the trigger. Over the past 5 years it’s total return has been negative in spite its high dividend. Some analysts have been recommending the stock. Am I missing something here?

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Read Answer Asked by Roy on December 03, 2019

• Suncor Energy Inc. (SU $58.55)
  • $58.55 P/E (TTM): 11.93X Cap: $68.88B
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• Whitecap Resources Inc. (WCP $10.50)
  • $10.50 P/E (TTM): 6.93X Cap: $12.64B
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Q: I sold WCP for the tax loss with the intention of buying it back after 30 days. Now that the 30 days has passed, I am questioning if I should repurchase it or if I would be better off with something else. It was my only energy sector holding and I am looking to fill the void with a new full position. What would be your best choice(s) for immediate purchase with the following criteria:
-Canadian energy sector
-Pays a dividend (can be small or large)
-Relatively strong balance sheet
-Will be able to weather $50 /barrel oil indefinitely but should nonetheless see some big gains when/if the Canadian sector turns around

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Read Answer Asked by Steven on December 03, 2019

• The Howard Hughes Corporation (HHC)
  • P/E (TTM): 33.2X Cap: $3.94B
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Q: HHC jumped almost 5 % on high volume just a few minutes before the close today. Do you know of any reason why it moved so much so abruptly? Do you know who is doing the buying?

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Read Answer Asked by arnold on December 03, 2019

Q: Hi Guys,
I know this is really out of your comfort zone but could you quickly provide a recap of this company.
Thanks,
Jim

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Read Answer Asked by jim on December 02, 2019

Q: Hi Team! What are the top 2 actively managed mutual funds in the Canadian, US and Global sectors and why? Thank you

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Read Answer Asked by Ian on December 02, 2019

• Alaris Equity Partners Income Trust (AD.UN $18.75)
  • $18.75 P/E (TTM): 6.04X Cap: $842M
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• Sienna Senior Living Inc. (SIA $18.02)
  • $18.02 P/E (TTM): 45.73X Cap: $1.68B
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Q: Good Morning,

Can you please rank these in order of preference in terms of return/risk.

Thank you.

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Read Answer Asked by Larry on December 02, 2019

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $46.71)
  • $46.71 P/E (TTM): 5.95X Cap: $18.93B
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• Vanguard S&P 500 Index ETF (VFV $160.96)
  • $160.96 P/E (TTM): 82.03X Cap: $25.03B
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• Vanguard Total International Stock (VXUS $72.51)
  • $72.51 P/E (TTM): 1.35X Cap: $96.95B
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Q: I have 10k to invest in a TFSA that will be in place for 10 years or so. I am looking for 3-4 ETF's for this portfolio. Any advice on where I should start looking. Thanks

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Read Answer Asked by Lawrence on December 02, 2019

• Geomega Resources Inc. (GMA $0.30)
  • $0.30 Cap: $40M
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Q: May I please have your thoughts on Geomega (GMA)

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Read Answer Asked by John on December 02, 2019

• Maverix Metals Inc. (MMX $6.53)
  • $6.53 P/E (TTM): 51.78X Cap: $962M
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Q: May I please have your thoughts on the royalty portfolio acquisition from Kinross. Thanks.

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Read Answer Asked by Marco on December 02, 2019

• Loblaw Companies Limited (L $56.15)
  • $56.15 P/E (TTM): 6.97X Cap: $67.16B
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• George Weston Limited (WN $87.66)
  • $87.66 P/E (TTM): 11.37X Cap: $34.18B
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Q: I currently hold Loblaws in an RRSP account. Which should be held the long term investor. L or WN , thanks

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Read Answer Asked by David on December 02, 2019

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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• Morguard Real Estate Investment Trust (MRT.UN $5.75)
  • $5.75 Cap: $373M
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Q: For income and low volatility, which of these two would be preferred?

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Read Answer Asked by Tony on December 02, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: This is from TD. If I accept offer & now have Flutter, to sell same I contact Intl. desk & the charge would be about $50. plus they would nick you on conversion to Cdn. $'s. I'm guessing wud be about 1%.

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Read Answer Asked by Joseph on December 02, 2019

Q: Good Afternoon,
Have you guys considered putting out a list of your favourite small and mid cap growth stocks for New Year TFSA contributions?
thanks

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Read Answer Asked by Chris on December 02, 2019

• Purpose High Interest Savings Fund (PSA $50.05)
  • $50.05 Cap: $3.15B
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• CI High Interest Savings ETF (CSAV $50.07)
  • $50.07 P/E (TTM): 12.75X Cap: $5.81B
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Q: When I read/hear the phrase "GIC-like funds" what is being referred to? Can you provide a few examples if that phrase has meaning in the realm of investing?

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Read Answer Asked by Ronald on December 02, 2019

• Husky Energy Inc. (HSE $6.76)
  • $6.76 Cap: $6.79B
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Q: I'd appreciate your current thoughts on Husky. I'm down about 19% on the price but am collecting a 4.2% dividend. It's 1.5% of my total energy holding of 9.8% which includes CNQ & SU, SGY and a couple of minor names I'll be discarding.
Thanks as always for your help.

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Read Answer Asked by Molly on December 02, 2019

• CAE Inc. (CAE $36.50)
  • $36.50 P/E (TTM): 28.54X Cap: $11.64B
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Q: a peg ratio over one can indicate that a company might be overvalued. with the current sky high pe ratios for many momentum companies future earnings growth rates are very important and can put these pe ratios in perspective what are the peg ratios for CAE CJT KXS DSG and BYD.U. thanks Richard

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Read Answer Asked by richard on December 02, 2019

• Roku Inc. (ROKU $94.94)
  • $94.94 Cap: $14.28B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Considering Growth Stocks and looking at a 3 to 5 year time horizon, what 2 or possibly 3 stocks have your greatest conviction?
Thanks once again
RAM

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Read Answer Asked by Ray on December 02, 2019