Investment Q&A

• Enbridge Inc. (ENB $67.46)
  • $67.46 P/E (TTM): 23.89X Cap: $147.39B
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $80.18)
  • $80.18 P/E (TTM): 17.33X Cap: $13.47B
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• AltaGas Ltd. (ALA $41.29)
  • $41.29 P/E (TTM): 16.0X Cap: $12.54B
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• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.92)
  • $19.92 P/E (TTM): 9.56X Cap: $1.66B
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Q: Good morning,
I sold the above in early October to capture tax loss, and can rebuy next week. Are there any among these 4 that you would pass on for now.?
Thanks for the hand holding.
Ted

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Read Answer Asked by Ted on November 01, 2018

• First Trust ISE Cloud Computing Index Fund (SKYY $134.80)
  • $134.80 P/E (TTM): 7.95X Cap: $3.22B
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Q: Is there any ETF that holds cloud technology stocks only. IF not which ETF would you prefer.

Thanks for the great service
Hector

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Read Answer Asked by Hector on November 01, 2018

• ECN Capital Corp. (ECN $3.02)
  • $3.02 Cap: $858M
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Q: I purchased ECN.PR.C at $25 because it paid 6.25% and, as a rate reset in a rising interest rate environment, with a guaranteed 6.25% minimum(!), it sounded great.
It has gone down from day one and has little interest. Should I pick up a few more shares at $21 with a juicier dividend or let it go and look elsewhere? If it doesn't go up with increased rates, when will it?
Thanks.

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Read Answer Asked by Steven on November 01, 2018

• Manulife Financial Corporation (MFC $44.01)
  • $44.01 P/E (TTM): 13.95X Cap: $75.63B
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• Great-West Lifeco Inc. (GWO $53.71)
  • $53.71 P/E (TTM): 13.71X Cap: $50.03B
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• Sun Life Financial Inc. (SLF $81.65)
  • $81.65 P/E (TTM): 15.0X Cap: $46.72B
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Q: Which of the 3 life insurance companies, GWO, SLF, MFC are the best to own for dividends and growth over the next 5-10 years and why?

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Read Answer Asked by Robert on November 01, 2018

• Miscellaneous (MISC)
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Q: Hi, in the past I have always invested near 100% in equities. But now I am a little fearful of the market, have sold some equities and wish to move money to a good interest paying parking spot. Time horizon - 1-6 months. My investments are self directed with TD Waterhouse. Can you suggest a fund?

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Read Answer Asked by hank on November 01, 2018

• Cummins Inc. (CMI $411.97)
  • $411.97 P/E (TTM): 19.11X Cap: $57.07B
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Q: Would Cummins be a growth stock at this stage? The stock seems to trade at a low P/E and should have potential? Your opinion is appreciated!
Thank you!

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Read Answer Asked by Sigrid on November 01, 2018

• H&R Real Estate Investment Trust (HR.UN $12.14)
  • $12.14 Cap: $3.34B
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• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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Q: Which one of theses two for a long term hold and why?
Thanks
Derek

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Read Answer Asked by Derek on November 01, 2018

• Garmin Ltd. (Switzerland) (GRMN $234.50)
  • $234.50 P/E (TTM): 29.39X Cap: $45.39B
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $158.92)
  • $158.92 P/E (TTM): 20.6X Cap: $364.95B
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Q: I have some spare cash. Risk taker. In light of the recent pullback, would you suggest some growth securities preferably outside of Canada and USA for TFSA? The latter has to do with issues with US estate taxes for holding individual US stocks in personal accounts. ZQQ would be OK as it is Canadian domiciled but invested in USA situs property. Thanks.

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Read Answer Asked by Ford on November 01, 2018

• Spin Master Corp. Subordinate Voting Shares (TOY $21.98)
  • $21.98 P/E (TTM): 18.84X Cap: $2.23B
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Q: Can you give me the lowdown on Toy I am under water and need your thoughts also when do they report. Thanks

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Read Answer Asked by Jo-Anne on November 01, 2018

• S&P/TSX Composite Index (TSX $29,431.02)
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Q: 12 years of Tse pain
On Oct 31/07 the Tse closed at 14,625, Cnd dollar was at par to U.S and Wti was $94.51 Dow Jones was 13,930 and 10 yr treasuries were 4.47%
I realize that Tse was strong in resources and weak in Tech ,however there must have been a huge flow of funds to foreign markets
In 2007 was there a restriction on foreign content in RRSPs and did Etfs exist at that time?
Do you think that Tse will soon have its place in the sun as U.S. investors can now buy at a 30% discount?
Is Dec 27 the last day for tax loss selling?
Thank you

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Read Answer Asked by Terry on November 01, 2018

• NVIDIA Corporation (NVDA $175.92)
  • $175.92 P/E (TTM): 57.36X Cap: $4.31T
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Atlassian Corporation (TEAM $173.00)
  • $173.00 Cap: $45.61B
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• Rapid7 Inc. (RPD $19.40)
  • $19.40 P/E (TTM): 46.57X Cap: $1.25B
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Q: What are you five favourite US equities to buy today given recent weakness?
Thank you

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Read Answer Asked by Karim on November 01, 2018

• BCE Inc. (BCE $32.57)
  • $32.57 P/E (TTM): 72.74X Cap: $30.44B
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Q: The US & Can markets are up nicely today,but BCE dropped 1.2 % whereas its 3 main peers(T,RCI.B & SJR.B) were flat .It reports tomorrow morning.Any reason(s).Is it time to start a position in face of rising rates.Txs for u usual great services & views

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Read Answer Asked by Peter on November 01, 2018

• Open Text Corporation (OTEX $50.41)
  • $50.41 P/E (TTM): 14.58X Cap: $13.19B
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Q: Can you let me know what you think about OTEX quarterly earnings and as a long-term holding. Looks like low on revenue but a beat on EBITDA and EPS. Plus a $310M cash acquisition. Aftermarket down over 7% (of course)... is this an over-reaction in your opinion?

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Read Answer Asked by Darcy on November 01, 2018

• Amarin Corporation plc (AMRN $14.89)
  • $14.89 Cap: $308M
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Q: Good morning folks. With some "fun money"..perhaps half a percent...would a swing trade within my TFSA be a good bet? Now or after next weeks report? Much thanks

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Read Answer Asked by El-ann on November 01, 2018

• DIRTT Environmental Solutions Ltd. (DRT $0.82)
  • $0.82 P/E (TTM): 16.62X Cap: $134M
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Q: is dirtt a company you would own, hit a 52 week high or close to it yesterday.dave

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Read Answer Asked by david on November 01, 2018

• Stella-Jones Inc. (SJ $80.20)
  • $80.20 P/E (TTM): 13.45X Cap: $4.40B
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• TFI International Inc. (TFII $130.58)
  • $130.58 P/E (TTM): 21.63X Cap: $10.81B
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Q: I follow your balanced equity portfolio. Should I sell SJ and buy TFI. Also do you see wcp bouncing back if oil goes up and there are more pipelines?

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Read Answer Asked by Stephen on November 01, 2018

• Home Depot Inc. (The) (HD $423.01)
  • $423.01 P/E (TTM): 28.7X Cap: $420.75B
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• goeasy Ltd. (GSY $208.78)
  • $208.78 P/E (TTM): 12.47X Cap: $3.36B
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• Align Technology Inc. (ALGN $132.02)
  • $132.02 P/E (TTM): 22.15X Cap: $9.50B
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• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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Q: Dear 5i
Which of the following stocks would you add to vs hold/sell ; ALGN ,GRUB , HD , and GSY .
Thanks
Bill C

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Read Answer Asked by Bill on November 01, 2018

• Bank of Nova Scotia (The) (BNS $88.01)
  • $88.01 P/E (TTM): 16.87X Cap: $109.45B
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• Dollarama Inc. (DOL $189.68)
  • $189.68 P/E (TTM): 41.76X Cap: $52.54B
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Q: Having read todays word from you on DOL, would you be buying at this time. Also would one be adding to BNS. Presently have a partial position but wondering about the next few years and loan defaults. Regards

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Read Answer Asked by Loretta on November 01, 2018

• BCE Inc. (BCE $32.57)
  • $32.57 P/E (TTM): 72.74X Cap: $30.44B
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Q: I have a question about BCE

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Read Answer Asked by Loretta on November 01, 2018

• Amarin Corporation plc (AMRN $14.89)
  • $14.89 Cap: $308M
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Q: Hi !
Early in his WEBINAR presentation last week, Peter referred to a drug co, which sounded like "emera", at about 4.$

Can you tell me what it is ?
Many thanks,
JD

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Read Answer Asked by Jacques on November 01, 2018