Investment Q&A

• NFI Group Inc. (NFI $18.61)
  • $18.61 Cap: $2.19B
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• Kinaxis Inc. (KXS $194.71)
  • $194.71 P/E (TTM): 165.79X Cap: $5.50B
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• Spin Master Corp. Subordinate Voting Shares (TOY $22.84)
  • $22.84 P/E (TTM): 19.96X Cap: $2.31B
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Q: Hi,
I am down 12% KXS,20% NFI and 20% TOY.
Considering a two year time frame,are these companies a buy,sell or hold?
If they are a hold then at what price would they be a sell or buy?
Thank you.

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Read Answer Asked by John on January 03, 2019

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: The price action is quite positive lately, even in a bad market .
Is there insider buying or other activity to account? What does the
balance sheet look like and are they cash flow positive at all?

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Read Answer Asked by Scott on January 03, 2019

• S&P/TSX Composite Index (TSX $28,055.43)
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Q: Hi There,
Can you tell me what the total return for the TSX was for 2018?
Thank You

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Read Answer Asked by Kevin on January 03, 2019

• Constellation Software Inc. (CSU $4,438.01)
  • $4,438.01 P/E (TTM): 107.5X Cap: $92.40B
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• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: To date, I have not moved out of RHT yet. It only makes up 1.09% of my overall portfolio. Do you see any sense in holding it?
If not, what are your replacement recommendations for the technology sector? Do you still see CSU as an option?

Many thanks.

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Read Answer Asked by Dominik on January 03, 2019

• BMO Covered Call Utilities ETF (ZWU $11.50)
  • $11.50 P/E (TTM): 53.76X Cap: $1.90B
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• BMO Equal Weight Utilities Index ETF (ZUT $24.65)
  • $24.65 P/E (TTM): 40.82X Cap: $727M
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Q: Re your answer to Craig on ZUT. Aren't you concerned that the highest % holding they have in their ETF is JE at just under 10%.

That's the only reason I haven't bought into it. Your feelings?

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Read Answer Asked by Sheldon on January 03, 2019

• Pfizer Inc. (PFE $25.74)
  • $25.74 P/E (TTM): 18.35X Cap: $144.29B
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• Toronto-Dominion Bank (The) (TD $102.45)
  • $102.45 P/E (TTM): 10.41X Cap: $176.10B
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• Bank of Nova Scotia (The) (BNS $78.70)
  • $78.70 P/E (TTM): 16.47X Cap: $98.03B
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• TELUS Corporation (T $23.01)
  • $23.01 P/E (TTM): 35.69X Cap: $35.18B
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• Cenovus Energy Inc. (CVE $21.17)
  • $21.17 P/E (TTM): 14.51X Cap: $37.91B
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• Fortis Inc. (FTS $70.61)
  • $70.61 P/E (TTM): 20.49X Cap: $35.51B
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• SNC-Lavalin Group Inc. (SNC)
  • P/E (TTM): 100.9X Cap: $7.63B
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• Open Text Corporation (OTEX $44.39)
  • $44.39 P/E (TTM): 12.93X Cap: $11.28B
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• Quarterhill Inc. (QTRH $1.13)
  • $1.13 Cap: $134M
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• Rogers Sugar Inc. (RSI $6.39)
  • $6.39 P/E (TTM): 14.55X Cap: $810M
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Q: Hi, the listed shares currently make up my portfolio in relatively equal portions. I was wondering--with the $6000 TFSA amount, do any of these names stick out to top up with the full $6k or partial amounts? Alternatively I have been following Savaria SIS and considering initiating a new position? Thanks so much for your guidance.

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Read Answer Asked by Simon on January 03, 2019

• Cellcube Energy Storage Systems Inc (CUBE)
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Q: The Vanadium REDOX storage system is a competitor for intermittent energy generation storage competing with lithium battery storage.
This company has installed systems, has spent the last year acquiring a bankrupt Austrian firm that has working storage systems in Europe since 2000, acquisition of a "nuts and bolts" power management company with existing revenue and a recent spin out of a Vanadium resource in Nevada and is about to introduce an improved battery system with much improved economics.
I have a tiny holding and I am unsure of it's competitive landscape and management ability to execute.
Thank you for your comments.

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Read Answer Asked by David on January 03, 2019

• Celgene Corporation (CELG $108.24)
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• Bristol-Myers Squibb Company (BMY $48.43)
  • $48.43 P/E (TTM): 19.41X Cap: $98.23B
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Q: Would you sell Celgene at this price?

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Read Answer Asked by heather on January 03, 2019

• TC Energy Corporation (TRP $71.62)
  • $71.62 P/E (TTM): 17.38X Cap: $74.77B
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Q: TRP OR PPL for growth and div. increases?? Thanks

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Read Answer Asked by michael on January 03, 2019

• Clear Blue Technologies International In (CBLU $0.08)
  • $0.08 Cap: $6M
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Q: This Toronto based company is in early increasing revenue from the Americas and Africa with great several types of technologies-software controlled LED/battery lighting where no electrical grid exists (Hamilton, Ontario to Michigan to Morocco) and an alliance with a company in Kenya to develop solar panel powered WI-Fi hot spots. And an alliance with Telefonica etc. for Latin American off-grid solutions.
Interested in your comments. 2% of my holdings.

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Read Answer Asked by David on January 03, 2019

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: Hi foks, Bonne Anne from Quebec. Update & thoughts on Vegas Spec buy on maxar. Decimated in tax loss to $13 and now off the lows. Besides debt,what are the biggest drawbacks to the massive selloff, and do they still have a viable business plan heading into 2019. Thanks as always, jb Piedmont

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Read Answer Asked by John on January 03, 2019

• Apple Inc. (AAPL $224.90)
  • $224.90 P/E (TTM): 34.99X Cap: $3.35T
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Q: Obviously Apple is taking a big hit today and will likely continue to struggle for some time. How do you feel the news on Apple will affect Microsoft and Keysight and Canadian stocks such as Constellation Software and Descartes? Thank You.

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Read Answer Asked by Brian on January 03, 2019

• S&P 500 (SPX)
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• BMO S&P 500 Hedged to CAD Index ETF (ZUE $86.95)
  • $86.95 P/E (TTM): 80.87X Cap: $3.86B
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• BMO S&P 500 Index ETF (ZSP $96.97)
  • $96.97 P/E (TTM): 80.87X Cap: $19.36B
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• iShares Core S&P 500 Index ETF (XUS $54.92)
  • $54.92 P/E (TTM): 80.87X Cap: $9.35B
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• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP $65.44)
  • $65.44 P/E (TTM): 80.15X Cap: $12.57B
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• Vanguard S&P 500 Index ETF (VFV $157.28)
  • $157.28 P/E (TTM): 82.03X Cap: $24.54B
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• Vanguard S&P 500 Index ETF (CAD-hedged) (VSP $101.86)
  • $101.86 P/E (TTM): 82.7X Cap: $4.74B
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Q: Recently read John Bogle, "Common Sense Investing"

What are my choices for purchasing the s & p 500 index, please compare MER, do all offer a canadian hedge? and what are the pros and cons of buying it hedged to canadian dollar?

thanks

Ernie

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Read Answer Asked by Ernest on January 03, 2019

• Dream Hard Asset Alternatives Trust Units (MPCT.U)
  • P/E (TTM): 15.1X Cap: $342M
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Q: Hi, I have held DRA.UN for about 2 years and done well (30%). This holding continues to trade under it's NAV, and the yield is over 6%. In the past you have classified this trust as "riskier income". What are your current feelings on the future prospects for this trust? Is it time to take the money and run?

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Read Answer Asked by Michael on January 03, 2019

• Miscellaneous (MISC)
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Q: Hi,
Can you provide us with a link to a website that provides accurate stock sector classification that we can use in determining our portfolio diversification of stocks?

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Read Answer Asked by serge on January 03, 2019

• BMO Covered Call Utilities ETF (ZWU $11.50)
  • $11.50 P/E (TTM): 53.76X Cap: $1.90B
  • View ZWU Profile
  • View Questions on ZWU
• BMO Equal Weight Utilities Index ETF (ZUT $24.65)
  • $24.65 P/E (TTM): 40.82X Cap: $727M
  • View ZUT Profile
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Q: Would ZWU or ZUT be a better hold for 2019 and beyond?

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Read Answer Asked by Craig on January 03, 2019

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $20.05)
  • $20.05 P/E (TTM): 9.37X Cap: $1.63B
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Q: For a 3 year hold,would you consider this a good stock to purchase?If yes,buy today or wait for the next quarterly report to see how the consolidation of their takeover is progressing?

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Read Answer Asked by Maurice on January 03, 2019

• The Boeing Company (BA $224.46)
  • $224.46 Cap: $170.60B
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• Honeywell International Inc. (HON $217.42)
  • $217.42 P/E (TTM): 24.66X Cap: $137.77B
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• Raytheon Company (RTN $116.96)
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Q: I hold Ratheon and Honeywell. Would you recommend selling these for a new holding in Boeing?

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Read Answer Asked by Greg on January 03, 2019

• Canadian National Railway Company (CNR $130.75)
  • $130.75 P/E (TTM): 18.0X Cap: $81.25B
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• Canadian Pacific Kansas City Limited (CP $101.87)
  • $101.87 P/E (TTM): 23.12X Cap: $95.93B
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• TFI International Inc. (TFII $126.63)
  • $126.63 P/E (TTM): 21.79X Cap: $10.40B
  • View TFII Profile
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Q: What is your preferred holding in this sector? I currently hold CNR.

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Read Answer Asked by Greg on January 03, 2019

• Miscellaneous (MISC)
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Q: Hi peter and team!
Please give me advice from which websites you most like to read the news about Canadian and American companies and stocks?
Which are the most reliable and quickest to inform? What sites brokers are looking in the morning as soon as they get to work?
Thank you!

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Read Answer Asked by zana on January 03, 2019