Investment Q&A

• Enbridge Inc. (ENB $66.30)
  • $66.30 P/E (TTM): 23.42X Cap: $145.47B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Vermilion Energy Inc. (VET $10.51)
  • $10.51 Cap: $1.55B
  • View VET Profile
  • View Questions on VET
• Superior Plus Corp. (SPB $7.43)
  • $7.43 P/E (TTM): 29.65X Cap: $1.63B
  • View SPB Profile
  • View Questions on SPB
• Whitecap Resources Inc. (WCP $10.20)
  • $10.20 P/E (TTM): 6.79X Cap: $12.36B
  • View WCP Profile
  • View Questions on WCP

Q: Hi team,
I hold these 4 stocks in my portfolio for my energy sector. Is this too much and if so, which one should I dump? All 4 total about 8% of my portfolio.
Thanks

Upvote 0

Read Answer Asked by Rob on July 18, 2018

• Delphi Energy Corp. (DEE $0.35)
  • $0.35 Cap: $8M
  • View DEE Profile
  • View Questions on DEE
• Orvana Minerals Corp. (ORV $0.53)
  • $0.53 P/E (TTM): 39.2X Cap: $75M
  • View ORV Profile
  • View Questions on ORV

Q: Could I have your thoughts on DEE an ORV going forward.
Thanks.

Upvote 0

Read Answer Asked by Peter on July 18, 2018

• Vanguard S&P 500 Index ETF (VFV $158.70)
  • $158.70 P/E (TTM): 82.03X Cap: $24.54B
  • View VFV Profile
  • View Questions on VFV

Q: Can you offer investment ideas regarding: 1) $5,000 in an RESP (5 month old child) and 2). $5,000 in TFSA (30 year old mom)
Thanks

Upvote 0

Read Answer Asked by BRYAN on July 18, 2018

• Phillips 66 (PSX $129.95)
  • $129.95 P/E (TTM): 29.35X Cap: $50.29B
  • View PSX Profile
  • View Questions on PSX
• Valero Energy Corporation (VLO $145.27)
  • $145.27 P/E (TTM): 56.2X Cap: $43.58B
  • View VLO Profile
  • View Questions on VLO

Q: I own both of the above and have done well over the 5 month holding period. Both stocks have slipped recently and I am wondering if you would consider keeping both or move on other pastures. Thank you.

Upvote 0

Read Answer Asked by Maureen on July 18, 2018

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.49)
  • $46.49 P/E (TTM): 77.96X Cap: $21.58B
  • View TECK.B Profile
  • View Questions on TECK.B
• Lundin Mining Corporation (LUN $15.68)
  • $15.68 Cap: $13.04B
  • View LUN Profile
  • View Questions on LUN
• North Shore Uranium Ltd. (NSU $0.10)
  • $0.10 Cap: $3M
  • View NSU Profile
  • View Questions on NSU

Q: In the industrial metals space I have LUN (0.45% of portfolio) and Teck.B (2.73%). I am thinking of increasing my exposure. Which of these two would you prefer; or is there something else.
Thanks as always.
Ian

Upvote 0

Read Answer Asked by Ian on July 18, 2018

• SmartCentres Real Estate Investment Trust (SRU.UN $27.06)
  • $27.06 P/E (TTM): 16.37X Cap: $4.79B
  • View SRU.UN Profile
  • View Questions on SRU.UN

Q: Hello.

I own Smart Real Estate Investment Trust and I am wondering if I should hold or sell it. I had bought it, when it was called Calloway, since 2008. Dividends have been reinvested since my first purchase.

Since bricks and mortar retail stores are under pressure and interest rates are rising, should I sell SRU.UN or keep on holding it? I am interested in capital growth with some income, but if the prospects for SRU.UN are not good, I prefer to sell it even though it pays out a good dividend.

Thank you.

Upvote 0

Read Answer Asked by Marc on July 18, 2018

• Toronto-Dominion Bank (The) (TD $102.76)
  • $102.76 P/E (TTM): 10.46X Cap: $176.46B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $79.68)
  • $79.68 P/E (TTM): 16.5X Cap: $98.03B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

Q: I am low on financials, I have some BNS, and TD. I would like to buy more bank stocks, I like the dividends, but would like some growth. Should I add to the ones I have or buy another one, maybe RY or CM.
Your thoughts please. Thanks for all the information I have received over the years. Keep up the good work!

Upvote 0

Read Answer Asked by Shirley on July 18, 2018

• Meta Platforms Inc. (META $754.65)
  • $754.65 P/E (TTM): 27.13X Cap: $1.85T
  • View META Profile
  • View Questions on META

Q: Facebook reports in a week - Any guess about earnings?? Thanks Jim

Upvote 0

Read Answer Asked by jim on July 18, 2018

• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
  • View TV Profile
  • View Questions on TV

Q: In answer to Mohammed's question yesterday about 10 - 15 top solid small cap stocks, you listed TV under materials. I have done well with your recommendations, especially in the small cap sector. This is the first I have noticed you recommending TV as a top small cap stock. Can you explain your thesis on this company please. Thanks for your great service.

Upvote 0

Read Answer Asked by Grant on July 18, 2018

• BCE Inc. (BCE $35.18)
  • $35.18 P/E (TTM): 77.54X Cap: $33.30B
  • View BCE Profile
  • View Questions on BCE

Q: My family has inherited a quantity of BCE shares. They are physical paper shares, legal, not held in an on line brokerage. They are currently part of the estate. We are being quoted horrendous fees by the bank/ third party agency to sell them. Do you have any suggestions on how we can sell these shares at a reasonable cost. Would BCE buy them back directly?
Thanks , Brenda

Upvote 0

Read Answer Asked by Brenda on July 18, 2018

• Box Inc. Class A (BOX $31.77)
  • $31.77 P/E (TTM): 24.43X Cap: $4.51B
  • View BOX Profile
  • View Questions on BOX
• Rapid7 Inc. (RPD $20.81)
  • $20.81 P/E (TTM): 48.27X Cap: $1.30B
  • View RPD Profile
  • View Questions on RPD

Q: Are these two companies similar and if not, which one would you choose for growth. Or could both be owned at a 2% weighing?

Upvote 0

Read Answer Asked by Helen on July 18, 2018

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: Could you explain why the stock has come of so much. What do think of this company as a dividend investment. They have stopped growing the dividend will this come back? What is your prospective for the company.

Upvote 0

Read Answer Asked by Mike on July 18, 2018

• Mason Resources Inc. (LLG $0.11)
  • $0.11 Cap: $14M
  • View LLG Profile
  • View Questions on LLG

Q: I would like to know what your thoughts are on Mason Graphite intrinsic value? Stock is trading at $1.30 and flat lining, with about 47 million in cash and 24% stake in NanoXplore (some analyst have a value of 50 million for NanoXplore). If these figures are some what close, the stock would appear cheap looking into the future. Could this be a time to pick away with small amounts of cash?
Thanks, Barry

Upvote 0

Read Answer Asked by Barry on July 18, 2018

• Alphabet Inc. (GOOGL $205.69)
  • $205.69 P/E (TTM): 21.25X Cap: $2.41T
  • View GOOGL Profile
  • View Questions on GOOGL

Q: what is your current opinion on goog ? I have a small holding but has advanced to 1200 today I am in at 790

Upvote 0

Read Answer Asked by Dale on July 18, 2018

• Parex Resources Inc. (PXT $17.11)
  • $17.11 P/E (TTM): 9.16X Cap: $1.61B
  • View PXT Profile
  • View Questions on PXT

Q: Could you please provide more information with regards to the company announcement yesterday, “Potential Strategic Repositioning”. Is this a positive for shareholders? The market seemed to like it as the stock was up 2.57% on above average volume.

Thanks for your great service.

Dave.

Upvote 0

Read Answer Asked by David on July 18, 2018

• Open Text Corporation (OTEX $45.22)
  • $45.22 P/E (TTM): 13.17X Cap: $11.28B
  • View OTEX Profile
  • View Questions on OTEX

Q: Could you please provide more details with regards to the 120 million tax assessment by the IRS? Is this a concern?

Thanks

Dave.

Upvote 0

Read Answer Asked by David on July 18, 2018

• Intel Corporation (INTC $24.76)
  • $24.76 Cap: $102.85B
  • View INTC Profile
  • View Questions on INTC

Q: I bought Intel some time ago and thought of keeping it for a long time. But it seems to go just one way...down. Is there any competitor to Intel that I should look at instead?
Thanks
Margita

Upvote 0

Read Answer Asked by Margita Elisabet on July 18, 2018

• Siren Nasdaq NexGen Economy ETF (BLCN $23.42)
  • $23.42 P/E (TTM): 20.52X Cap: $47M
  • View BLCN Profile
  • View Questions on BLCN
• Reality Shares Nasdaq NexGen Economy China ETF (BCNA $20.83)
  • View BCNA Profile
  • View Questions on BCNA

Q: Hi there,
Do you have an opinion on these 2 blockchain ETF's from Reality Shares:
BLCN, BCNA?

Thanks

Upvote 0

Read Answer Asked by Darrin on July 18, 2018

• Covalon Technologies Ltd. (COV $2.35)
  • $2.35 P/E (TTM): 20.57X Cap: $65M
  • View COV Profile
  • View Questions on COV
  • View Reports on COV
• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO
• Constellation Software Inc. (CSU $4,565.92)
  • $4,565.92 P/E (TTM): 108.15X Cap: $94.04B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI
• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
  • View GC Profile
  • View Questions on GC
  • View Reports on GC
• Kinaxis Inc. (KXS $194.74)
  • $194.74 P/E (TTM): 163.77X Cap: $5.50B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Premium Brands Holdings Corporation (PBH $95.77)
  • $95.77 P/E (TTM): 45.83X Cap: $4.26B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 26.97X Cap: $1.48B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Hi. Thanks for all the great advise and suggestions you provide. Please recommend 6 to 8 growth stocks that are diversified if possible for a 10 year timeline.. thank you.

Dexter

Upvote 0

Read Answer Asked by DEXTER on July 18, 2018

• Renaissance Oil Corp. (ROE $0.51)
  • $0.51 Cap: $190M
  • View ROE Profile
  • View Questions on ROE

Q: Your updated comments appreciated ROE,Renaissance Oil.

Upvote 0

Read Answer Asked by Maurice on July 18, 2018