Investment Q&A

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Q: Good Morning
My question is about which preferred shares can be classified as being part of a FIXED INCOME component of a portfolio.

1. Would you classify the rate reset preferreds as part of a fixed income portfolio?
2. Would you classify also the perpetual preferred shares as part of a fixed income portfolio?
3. Would you classify only the investment grade preferred shares as part of a fixed income portfolio (e.g banks and insurance companies) ?

Some analysts include only rate resets and not perpetuals as part of Fixed Income. Yet others only the investment grade preferreds as part of fixed income.

What is your opinion?

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Read Answer Asked by Terry on December 05, 2017

• Miscellaneous (MISC)
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Q: Hi guys,
Can you give a list of your favourite capital allocators that have good track records of discliplined use of capital and have large enough markets available for investment opportunities should they arise.
Keep up the good work!

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Read Answer Asked by Marie on December 04, 2017

• Akita Drilling Ltd. Class A Non-Voting Shares (AKT.A $2.03)
  • $2.03 P/E (TTM): 4.6X Cap: $83M
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• Deswell Industries Inc. (DSWL $2.97)
  • $2.97 Cap: $48M
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Q: please update on alt.a and dswl.

Thanks

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Read Answer Asked by Doug on December 04, 2017

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Q: Where can I get the TSE yield and price per earnings as the Report on Business, Globe and Mail no longer provides this info?
Tax loss selling-Is it 30 calendar days or 30 trading days before you can repurchase?

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Read Answer Asked by Terry on December 04, 2017

• Brookfield Renewable Partners L.P. (BEP.UN $34.89)
  • $34.89 Cap: $23.26B
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Q: I am surprised that you favour this company I hve held it for some time and has done little eg another down day today I am contemplating cutting my loss
Stan

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Read Answer Asked by Stan on December 04, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Hi 5i,

Will the new tax changes in the USA have effect on KWH?

Thanks,
Dave

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Read Answer Asked by David on December 04, 2017

• RioCan Real Estate Investment Trust (REI.UN $17.83)
  • $17.83 P/E (TTM): 20.37X Cap: $5.28B
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• H&R Real Estate Investment Trust (HR.UN $11.55)
  • $11.55 Cap: $3.17B
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• Artis Real Estate Investment Trust (AX.UN $7.33)
  • $7.33 Cap: $718M
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Q: I have a question about retail exposure in REITs. My broker is encouraging me to sell these REITs due to exposure to retail and/or Alberta. Seeing that they all seem to have plans to rebalance their portfolios, I am less concerned. My exposure to retail is around 15% of my REITs overall (mostly via Riocan) and less than 5% of my total portfolio. My exposure to Alberta overall is about the same (mostly through these REITs). Would you recommend reducing my exposure to these REITs and in what order (descending vulnerability)?

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Read Answer Asked by Carl on December 04, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $207.56)
  • $207.56 P/E (TTM): 104.82X Cap: $276.10B
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Q: Way back when, the NASDAQ
crashed. I believe it was called dot.com bubble. It took years to recover. The NASDAQ is picking up speed on the down side. How much longer do you think this will last? On Shopify - Dec. 4 on Market Call a technical analyst answering a question on it, said he would sell and buy back later but you wait 30 days and a lot can happen. Your opinion. Thanks Dennis

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Read Answer Asked by Dennis on December 04, 2017

• Canadian National Railway Company (CNR $127.07)
  • $127.07 P/E (TTM): 17.85X Cap: $80.76B
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• Loblaw Companies Limited (L $227.43)
  • $227.43 P/E (TTM): 28.04X Cap: $68.68B
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $78.13)
  • $78.13 P/E (TTM): 16.1X Cap: $13.80B
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• Methanex Corporation (MX $44.68)
  • $44.68 P/E (TTM): 11.35X Cap: $3.09B
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• WSP Global Inc. (WSP $274.47)
  • $274.47 P/E (TTM): 52.11X Cap: $37.12B
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• Alimentation Couche-Tard Inc. (ATD $70.26)
  • $70.26 P/E (TTM): 19.07X Cap: $67.11B
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Q: Hi There,
I would like to increase my position in two of the six stocks listed.
Could you please advise which two companies you believe would be the best to add too at current levels.
Thank You

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Read Answer Asked by Kevin on December 04, 2017

• Miscellaneous (MISC)
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Q: Hello Peter/5I
Why are the Tech sector declining with the new US tax cut ?
Thanks
Claudio

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Read Answer Asked by claudio on December 04, 2017

• Amazon.com Inc. (AMZN $223.13)
  • $223.13 P/E (TTM): 34.81X Cap: $2.37T
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• Toronto-Dominion Bank (The) (TD $100.24)
  • $100.24 P/E (TTM): 10.29X Cap: $174.03B
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• Bank of Nova Scotia (The) (BNS $76.70)
  • $76.70 P/E (TTM): 16.06X Cap: $95.19B
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• Algonquin Power & Utilities Corp. (AQN $8.11)
  • $8.11 Cap: $6.22B
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• Western Forest Products Inc. (WEF $12.68)
  • $12.68 Cap: $139M
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• Brookfield Infrastructure Partners L.P. (BIP.UN $41.57)
  • $41.57 P/E (TTM): 524.69X Cap: $27.83B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $44.33)
  • $44.33 P/E (TTM): 5.94X Cap: $18.15B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $96.25)
  • $96.25 Cap: $2.07B
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Q: WE HOLD THE ABOVE STOCKS IN OUR CHILDS RESP AND HAVE A FEW THOUSAND TO ADD, WE WONDER SHOULD WE ADD TO ONE OF THE ABOVE OR ADD AN ADDITIONAL STOCK. SHE HOLDS ABOUT 10% OF EACH

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Read Answer Asked by Susan and Philip on December 04, 2017

• Vanguard Total Stock Market ETF (VTI $311.07)
  • $311.07 P/E (TTM): 59.24X Cap: $481.56B
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Q: Hi 5i,

I am introducing my kid to investing and he will start with $500. I am suggesting an index fund tracking the US market or the Global market. Can you suggest a mutual fund with low MER please?

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Read Answer Asked by Lizette on December 04, 2017

• GoldMoney Inc. (XAU $9.25)
  • $9.25 Cap: $113M
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Q: Hello All,
How do you interpret the latest XAU news release over the weekend?Is it correct that current shareholders will receive a share of MEN.A (on the TSX Venture exchange) and when will this be processed. I have been unable to find links to MEN.A so far.

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Read Answer Asked by ANDREW on December 04, 2017

• Magna International Inc. (MG $58.52)
  • $58.52 P/E (TTM): 10.5X Cap: $16.52B
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Q: It looks to me that the odds get worse every day of NAFTA being torn up, and not simply amended. If this comes to be, what would a strategy be protect my portfolio? Where can a person hide most effectively, and what sectors should be avoided ?

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Read Answer Asked by Joseph on December 04, 2017

• Align Technology Inc. (ALGN $138.77)
  • $138.77 P/E (TTM): 25.39X Cap: $9.92B
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Q: what's up with algn today?

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Read Answer Asked by CAMERON on December 04, 2017

• FirstService Corporation (FSV $273.39)
  • $273.39 P/E (TTM): 68.64X Cap: $12.27B
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• NFI Group Inc. (NFI $18.34)
  • $18.34 Cap: $2.14B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Grande West Transportation Group Inc. (BUS)
  • P/E (TTM): -30.3X Cap: $70M
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Q: Will these Canadian companies greatly benefit from the US tax cuts and would your recommend any or all of them as buys at this time Are the other Canadian companies you would prefer. Thanks for your terrific service.

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Read Answer Asked by Ian on December 04, 2017

• Enbridge Inc. (ENB $64.76)
  • $64.76 P/E (TTM): 23.81X Cap: $140.87B
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Q: Can you provide an opinion on Enbridge Preferred Series H (ENB PR.A ) shares ?

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Read Answer Asked by Douglas on December 04, 2017

• Knight Therapeutics Inc. (GUD $6.40)
  • $6.40 P/E (TTM): 62.08X Cap: $626M
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Q: Can you estimate(technicals and experience) if there is likely to be much more selling or should I wait another week or so? I wish to add to a position that is down substantially.

Thank You

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Read Answer Asked by Stephen on December 04, 2017

• Barkerville Gold Mines Ltd. (BGM $0.41)
  • $0.41 Cap: $227M
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Q: I own bgm and roxg why is bgm going down and why is rox gold staying dormant. am I missing something or chasing fog. thanks bill

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Read Answer Asked by William on December 04, 2017

• Linamar Corporation (LNR $68.61)
  • $68.61 P/E (TTM): 16.34X Cap: $4.10B
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• Stella-Jones Inc. (SJ $74.50)
  • $74.50 P/E (TTM): 13.37X Cap: $4.36B
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• West Fraser Timber Co. Ltd. (WFT)
  • P/E (TTM): 15.3X Cap: $5.62B
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• Norbord Inc. (OSB $56.97)
  • $56.97 P/E (TTM): 15.26X Cap: $4.59B
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Q: WFT, SJ, OSB and LNR all seem to be getting hammered today - and I have searched and I don't see any bad news about any of these. Is this due to concerns over NAFTA - or is it something else?

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Read Answer Asked by Gordon on December 04, 2017