Investment Q&A

• Royal Bank of Canada (RY $238.13)
  • $238.13 P/E (TTM): 16.39X Cap: $332.99B
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• Toronto-Dominion Bank (The) (TD $134.04)
  • $134.04 P/E (TTM): 11.38X Cap: $228.15B
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• Bank of Nova Scotia (The) (BNS $105.64)
  • $105.64 P/E (TTM): 25.87X Cap: $130.93B
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• Bank of Montreal (BMO $197.92)
  • $197.92 P/E (TTM): 16.17X Cap: $140B
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• Canadian Imperial Bank Of Commerce (CM $132.75)
  • $132.75 P/E (TTM): 15.49X Cap: $123.04B
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Q: Hello Peter, Ryan & Co.
The Canadian banks are core holdings in my portfolio, which I intend to hold for a very long time. I am a bit perplexed, however, at the recent selloff. I recognize that the current pullback/correction in the market is very broad, but it seems to have been triggered by a fear of rising interest rates - don't banks & insurance companies actually benefit from rising rates? The banks' shares seem to have fallen as much as the interest-sensitive stocks this week (like REITs & utilities), which makes no sense to me. Can you explain?

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Read Answer Asked by Brian on February 09, 2018

• Boston Pizza Royalties Income Fund (BPF.UN $24.41)
  • $24.41 P/E (TTM): 14.66X Cap: $574M
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Q: Hi Peter, Ryan, & Co.,
Can I please have your assessment of Boston Pizza's latest results released today? I was expecting slightly better, given the (slow) recovery of the Alberta economy. What is your opinion of the sustainability of the dividend? It has not been raised in a while.
Thanks,
Brian

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Read Answer Asked by Brian on February 09, 2018

• Blue Apron Holdings Inc. (APRN)
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Q: Hi, may I please have your opinion. Thanks.

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Read Answer Asked by Manoj on February 09, 2018

• NVIDIA Corporation (NVDA $190.33)
  • $190.33 P/E (TTM): 47.16X Cap: $4.58T
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Q: Please advise what analysts are expecting in NVDA's earnings release scheduled for later today.

Thank you, Peter

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Read Answer Asked by Peter on February 09, 2018

• S&P/TSX Composite Index (TSX $33,256.83)
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Q: I, like everyone like rising share values but as an investor still in the accumulating phase of life, lower share prices equal more shares bought every quarter or month. If one is in invested in decent financial instruments and payouts are not cut then the price of the underlying security does not matter unless you have to sell. I remember 2000 and 2008/9. We were due for a correction and we will again survive. Just my two cents worth, Steve

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Read Answer Asked by STEVE on February 09, 2018

• Bank of America Corporation (BAC $55.26)
  • $55.26 P/E (TTM): 15.41X Cap: $404.48B
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• Goldman Sachs Group Inc. (The) (GS $948.84)
  • $948.84 P/E (TTM): 19.17X Cap: $284.62B
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Q: Looking to add a US financial. I already own MFC, RY, TD, BNS, JPM. I'm looking for a 6-7% total return so I don't really need to get too aggressive. Was thinking about GS. Any other recommendations that would fit my criteria? Thanks

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Read Answer Asked by Richard on February 09, 2018

• Element Fleet Management Corp. (EFN $36.07)
  • $36.07 P/E (TTM): 24.16X Cap: $14.45B
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Q: Hi guys. Resubmitting question through the public system
EFN has been a beart breaker but i would appreciate your comments on the prefs specifically the A’s and the E’s. Hav taken an ugly hit along with the commons. Any thoughts on the stability of these prefs would be appreciated re stability of dividend Thanks David

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Read Answer Asked by Micah on February 09, 2018

• Stars Group Inc. (The) (TSGI $37.49)
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Q: Hi there, any thoughts on why TSGI is holding up so well during these volatile days? Share price momentum/strength is nice to see, any insight would be appreciated! Thanks!

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Read Answer Asked by Hussein on February 09, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.36)
  • $86.36 P/E (TTM): 18.26X Cap: $14.94B
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Q: Have a 100 plus percent increase in my market value here...based on the supposed "correction",should I dump it in order to have increased $ on the side to re-invest
when a solid bottom is reached? Sell all, or part, or hang in there?
Lesley

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Read Answer Asked by Lesley on February 09, 2018

• ONEX Corporation Subordinate Voting Shares (ONEX $106.16)
  • $106.16 P/E (TTM): 12.33X Cap: $7.41B
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• Blackstone Inc. (BX $132.50)
  • $132.50 P/E (TTM): 37.66X Cap: $98.81B
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Q: Hi,
What is your favorite ways (stocks, ETF, Fund, etc) and current top picks to invest in Private Equity?

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Read Answer Asked by Benoit on February 08, 2018

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: Given the momentum of RHT would you hold or take profits. I'm up 60%
since January 22.
TKS

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Read Answer Asked by Martin on February 08, 2018

• Element Fleet Management Corp. (EFN $36.07)
  • $36.07 P/E (TTM): 24.16X Cap: $14.45B
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Q: Hello Peter,
Is EFN buyable today or would you prefer to sit and watch on the sidelines for at least a quarter even if it may mean buying closer to the NAV?

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Read Answer Asked by Rajiv on February 08, 2018

• GE Aerospace (GE $319.09)
  • $319.09 P/E (TTM): 38.91X Cap: $331.77B
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Q: Is GE 'interesting' yet? Understanding that it might cut the dividend entirely.

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Read Answer Asked by John on February 08, 2018

• BCE Inc. (BCE $34.91)
  • $34.91 P/E (TTM): 5.21X Cap: $32.64B
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• TELUS Corporation (T $19.38)
  • $19.38 P/E (TTM): 25.03X Cap: $30.06B
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Q: We own both BCE and Telus for income. Should we consider dropping one of them.

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Read Answer Asked by Bruce on February 08, 2018

• Ichor Holdings (ICHR $46.30)
  • $46.30 Cap: $1.55B
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Q: Sorry guys, didn't see the response to Ichr before I send in my question. I suppose the real question now is it too late to get rid of as I am down quite considerable but it's only a small % of over portfolio.
Thanks again for your assistance.

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Read Answer Asked by Patrick on February 08, 2018

• Ichor Holdings (ICHR $46.30)
  • $46.30 Cap: $1.55B
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Q: Hi All,

Can you please tell me what is happening to Ichor Holdings, down 17% today? time to get out?

Thank you.

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Read Answer Asked by Patrick on February 08, 2018

• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.70)
  • $16.70 P/E (TTM): 20.44X Cap: $1.03B
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Q: How do you think this type of high yield bond etf would perfom in a prolonged correction of this nature, (XHY), thanks?

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Read Answer Asked by Pat on February 08, 2018

• Canopy Growth Corporation (WEED $1.45)
  • $1.45 Cap: $548M
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Q: Will 5i Research be offering any direction in regard to opportunities within the
existing cannabis stocks or pending IPO's. This also applies to cannabis support and off shoot industries such as dispensaries.

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Read Answer Asked by Mark on February 08, 2018

• Miscellaneous (MISC)
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Q: Subscription to the globe and mail provides excellent spreadsheets for your portfolio as well as watch lists with news

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Read Answer Asked by Roy on February 08, 2018

• Miscellaneous (MISC)
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Q: Can you please provide your views on investing in corporate class mutual funds. Also recommendations if any. Thank you.

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Read Answer Asked by Vineet on February 08, 2018