Investment Q&A

• BMO Equal Weight Industrials Index ETF (ZIN $52.00)
  • $52.00 P/E (TTM): 18.5X Cap: $49M
  • View ZIN Profile
  • View Questions on ZIN
• State Street Industrial Select Sector SPDR ETF (XLI $166.53)
  • $166.53 P/E (TTM): 26.42X Cap: $29.47B
  • View XLI Profile
  • View Questions on XLI

Q: Good morning team.
Is there a US industrial ETF equivalent to ZIN in Canada?

Upvote 0

Read Answer Asked by Ken on March 12, 2018

• HSBC Holdings plc. (HSBC $82.78)
  • $82.78 P/E (TTM): 14.06X Cap: $295B
  • View HSBC Profile
  • View Questions on HSBC

Q: Could you give us your latest opinion on hsbc for a long hold

Upvote 0

Read Answer Asked by dennis on March 12, 2018

• LOGiQ Asset Management (LGQ)
  • View LGQ Profile
  • View Questions on LGQ
  • View Reports on LGQ

Q: Good Morning,
Can I please have your opinion on the merger announced this morning? I'm not familiar with Grenville? Any thoughts on this going forward would be greatly appreciated.
Thanks

Upvote 0

Read Answer Asked by Chris on March 12, 2018

Q: Hi,
Is there a comparison between the solution provided by RHT and VHI. VHI seems to be at a level from where RHT took off last year

Upvote 0

Read Answer Asked by manish on March 12, 2018

• Oclaro Inc. (OCLR $8.26)
  • View OCLR Profile
  • View Questions on OCLR
• Lumentum Holdings Inc. (LITE $633.99)
  • $633.99 P/E (TTM): 197.65X Cap: $47.98B
  • View LITE Profile
  • View Questions on LITE

Q: I have a question about OCLR being bought by LITE. I hold OCLR. Is LITE a company worth holding, or should I sell my OCLR stock before the deal closes? Thanks

Upvote 0

Read Answer Asked by Thomas on March 12, 2018

• BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ $30.68)
  • $30.68 P/E (TTM): 16.08X Cap: $343M
  • View ZEQ Profile
  • View Questions on ZEQ
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.70)
  • $42.70 P/E (TTM): 16.81X Cap: $1.12B
  • View CDZ Profile
  • View Questions on CDZ
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $44.67)
  • $44.67 P/E (TTM): 6.04X Cap: $3.64B
  • View VEE Profile
  • View Questions on VEE
• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $73.11)
  • $73.11 P/E (TTM): 27.35X Cap: $2.99B
  • View VXC Profile
  • View Questions on VXC
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $101.62)
  • $101.62 Cap: $2.27B
  • View VGG Profile
  • View Questions on VGG

Q: I currently hold CDZ and VGG in my RRSP. I am looking to add a similar product with more international exposure. Are there any Canadian listed ETFs that focus on European, International, and/or Emerging Market dividend growers?

Thanks!

Upvote 0

Read Answer Asked by EVAN on March 12, 2018

• Stella-Jones Inc. (SJ $95.93)
  • $95.93 P/E (TTM): 15.95X Cap: $5.30B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ

Q: Could you please provide estimates for Stella Jones. SJ also provided preliminary numbers, recently. Do you expect any significant changes, when they release the quarterly results on March 14 ? I am waiting to add to my position. Thanks

Upvote 0

Read Answer Asked by rajeev on March 12, 2018

• NexJ Systems Inc. (NXJ $0.54)
  • View NXJ Profile
  • View Questions on NXJ

Q: Hi Peter and Team! Could I get your opinion of Nexj systems as a viable long term investment . I got the impression that this company works on an international scale? Cheers, Tamara

Upvote 0

Read Answer Asked by Tamara on March 12, 2018

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $99.35)
  • $99.35 P/E (TTM): 13.49X Cap: $21.31B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Descartes Systems Group Inc. (The) (DSG $99.50)
  • $99.50 P/E (TTM): 41.47X Cap: $8.06B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• ATS Corporation (ATS $38.95)
  • $38.95 Cap: $3.96B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• Pollard Banknote Limited (PBL $18.60)
  • $18.60 P/E (TTM): 18.25X Cap: $503M
  • View PBL Profile
  • View Questions on PBL
  • View Reports on PBL
• Sleep Country Canada Holdings Inc. (ZZZ $34.99)
  • $34.99 P/E (TTM): 16.54X
  • View ZZZ Profile
  • View Questions on ZZZ

Q: Hi there,

Outside of your Balanced Equity Portfolio, what would be your top 5 ideas for growth today?

Thanks!

Upvote 0

Read Answer Asked by Michael on March 12, 2018

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN
• Pizza Pizza Royalty Corp. (PZA $15.72)
  • $15.72 P/E (TTM): 16.97X Cap: $528M
  • View PZA Profile
  • View Questions on PZA

Q: Could you please comment on/compare these two Restaurant Royalty Funds from the point of view of safety and income.

Upvote 0

Read Answer Asked by William on March 12, 2018

• AltaGas Ltd. (ALA $47.91)
  • $47.91 P/E (TTM): 18.75X Cap: $14.73B
  • View ALA Profile
  • View Questions on ALA

Q: In view of the large drop in market value of Altagas , is this a good time to buy the receipts, or the stock, or neither?

Upvote 0

Read Answer Asked by Harold on March 12, 2018

• Saputo Inc. (SAP $42.01)
  • $42.01 Cap: $17.05B
  • View SAP Profile
  • View Questions on SAP
• Premium Brands Holdings Corporation (PBH $93.23)
  • $93.23 P/E (TTM): 66.65X Cap: $4.27B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: I have held SAP for a number of years and it seems to be essentially flat. The only other consumer staple I hold is ATD.B. I am contemplating a purchase of PBH. Does this seem reasonable? Joe

Upvote 0

Read Answer Asked by Joseph on March 12, 2018

• Dollarama Inc. (DOL $193.25)
  • $193.25 P/E (TTM): 41.57X Cap: $52.91B
  • View DOL Profile
  • View Questions on DOL

Q: With Dollarama breaking below $150 today (March 9) do you believe this is a good time to get in or do I wait to see how much lower it can go. Also how do you see this stock as an RSP investment with how many years to hold? Please and thanks.

Upvote 0

Read Answer Asked by Alex on March 12, 2018

• Cineplex Inc. (CGX $10.09)
  • $10.09 Cap: $647M
  • View CGX Profile
  • View Questions on CGX
  • View Reports on CGX

Q: I used to own for years in the income trust days and eventually sold on price appreciation some years ago. What do you think of it now for income - safety, any growth etc. Thanks

Upvote 0

Read Answer Asked by David on March 12, 2018

• Trevali Mining Corporation (TV $0.21)
  • View TV Profile
  • View Questions on TV

Q: I checked out Trevali Mining at the PDAC conference this week and noticed that it has over 800 million shares outstanding. Do you think this is a concern in the sense that they might decide to consolidate at some point. Also could you provide the fully diluted number of shares as well as recent insider activity and overall ownership. Thanks.

Upvote 0

Read Answer Asked by Rob on March 12, 2018

• Pollard Banknote Limited (PBL $18.60)
  • $18.60 P/E (TTM): 18.25X Cap: $503M
  • View PBL Profile
  • View Questions on PBL
  • View Reports on PBL

Q: Could you provide estimates for PBL for its earnings today. Do you still like this company. Thanks. Chris

Upvote 0

Read Answer Asked by christopher on March 12, 2018

• Assure Holdings Corp. (IOM $5.40)
  • View IOM Profile
  • View Questions on IOM

Q: In respect to today's announcement that the auditors have resigned, what are the chances that the “reportable event” with respect to “unresolved issues”is not seriously negative?

Upvote 0

Read Answer Asked by sandy on March 12, 2018

• Universal Display Corporation (OLED $94.16)
  • $94.16 P/E (TTM): 19.03X Cap: $4.63B
  • View OLED Profile
  • View Questions on OLED

Q: What are your thoughts on OLED at today's prices? Considering it's recent earnings reports have beat expectations and guidance is only slightly lower, does the price drop not seem like an overreaction?

Upvote 0

Read Answer Asked by Bob on March 12, 2018

• Sprott Energy Opportunities Trust (NRGY)
  • View NRGY Profile
  • View Questions on NRGY

Q: Can you tell me the difference between investing in The Sprott Energy Fund(SPR006) vs Sprott Energy Opportunities Trust (NRGY.UN).
From what I've read the Trust tries to replicate the Fund. I'm curious if there are pros/cons in going with one over the other.
Thanks!

Upvote 0

Read Answer Asked by EVAN on March 12, 2018

• Finning International Inc. (FTT $90.18)
  • $90.18 P/E (TTM): 18.22X Cap: $11.72B
  • View FTT Profile
  • View Questions on FTT
• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
  • View BYD.UN Profile
  • View Questions on BYD.UN
  • View Reports on BYD.UN
• Cervus Equipment Corporation (CERV $19.49)
  • $19.49 P/E (TTM): 6.54X
  • View CERV Profile
  • View Questions on CERV
  • View Reports on CERV
• Roland Mineral Enterprises Corp. (RME $0.17)
  • $0.17 Cap: $25M
  • View RME Profile
  • View Questions on RME

Q: Which of the mentioned companies would you buy today (and why) for a long term rrsp hold? Thanks for all your advice.

Upvote 0

Read Answer Asked by Darby on March 12, 2018