Investment Q&A

• Kinaxis Inc. (KXS $194.65)
  • $194.65 P/E (TTM): 167.66X Cap: $5.61B
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• Savaria Corporation (SIS $20.73)
  • $20.73 P/E (TTM): 27.32X Cap: $1.49B
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• Spin Master Corp. Subordinate Voting Shares (TOY $22.86)
  • $22.86 P/E (TTM): 19.93X Cap: $2.34B
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Q: In my TFSA I currently have BCE, ENB, FTS, TRP, CNR, SLF, BNS and TD - I'm looking to make a change to get some growth and dividends - I'm looking at getting rid of BCE, ENB and TRP - my biggest losers down 10, 15 and 12.50 per cent respectively. Can you recommend some companies.
Thanks

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Read Answer Asked by JOHN on October 01, 2018

• Chartwell Retirement Residences (CSH.UN $18.37)
  • $18.37 P/E (TTM): 84.32X Cap: $5.37B
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• Brookfield Business Partners L.P. (BBU.UN $37.39)
  • $37.39 Cap: $7.78B
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Q: Hi
What is your preference for growth and dividend. growth.
Thank you

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Read Answer Asked by Mike on October 01, 2018

• Brookfield Infrastructure Partners L.P. (BIP.UN $41.46)
  • $41.46 P/E (TTM): 997.99X Cap: $19.20B
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Q: On Brookfield Infrastructure Partners issue with free or positive cash flow, What is the present cash flow positive (free) or negative? In addition, what was the last three years positive or negative? Also, if you cantell if the future year will be positive or negative cash flow?

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Read Answer Asked by Herbert on October 01, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: What are your thought s on Keith Richards analysis of the directions of this stock?

How much value do you put in trendlines?
Was a strong uptrend since mid-2017, then broke the neckline. It'll end up the in low-$20's. He's bearish.

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Read Answer Asked by fwb181 on October 01, 2018

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Regarding Square, I encountered it twice in as many days recently. One was by a guy renting wet suits from his van at the beach. The other was a girl who runs her own small gift shop in Nova Scotia. I can see where it would continue to grow. It's so easy for both the business and the customer to do a transaction.

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Read Answer Asked by Jerry on October 01, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: I received a class action claim form in the mail regarding Amaya (didn't know there was a lawsuit against them). I sold my shares of this company before it became The Stars Group (1/3 for a loss, 2/3 for a small gain). I didn't have a lot of shares and normally don't get involved with these things. What do you usually recommend for people to do in these situations?
Thanks, Paul

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Read Answer Asked by Paul on October 01, 2018

• Intel Corporation (INTC $23.60)
  • $23.60 Cap: $110.78B
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• QUALCOMM Incorporated (QCOM $154.55)
  • $154.55 P/E (TTM): 15.35X Cap: $168.59B
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Q: Hi Peter, considering a preference for dividend paying stock in tech sector - which would you recommend - QCOM, INTC OR TSM (or if any other your prefer). Already own apple, msft , csco and oracle. Thanks

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Read Answer Asked by RUPINDER on October 01, 2018

• Bank of Nova Scotia (The) (BNS $78.67)
  • $78.67 P/E (TTM): 16.46X Cap: $97.86B
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Q: I was reviewing your model portfolios and noticed that you do not hold any bank stocks. Is there a reason why?

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Read Answer Asked by Thomas on October 01, 2018

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: greetings - many of the small businesses i know that use square say it is very expensive on a per use basis and if they had a cheaper alternative they would switch. What prevents someone like Visa from entering this space with their own product?Smaller merchants are extremely sensitive to costs so i would expect any 'cheaper' aletnative could erode either their profitability or their client base. Have you seen anything that addresses this issue.

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Read Answer Asked by kelly on September 28, 2018

• iShares U.S. Aerospace & Defense ETF (ITA $193.75)
  • $193.75 P/E (TTM): 102.62X Cap: $9B
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Q: hi there,

i can't locate ITA in your stock drop down - ishares etf aerospace and defense. Just looking to beef up my industrials - i understand that can do well late in the cycle. Your thoughts on this ETF - am i too late to this one?

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Read Answer Asked by kelly on September 28, 2018

• TC Energy Corporation (TRP $71.83)
  • $71.83 P/E (TTM): 17.08X Cap: $73.71B
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• Algonquin Power & Utilities Corp. (AQN $8.08)
  • $8.08 Cap: $6.16B
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Q: Need to choose between TRP and AQN. Your advice?? Thanks

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Read Answer Asked by michael on September 28, 2018

• goeasy Ltd. (GSY $202.18)
  • $202.18 P/E (TTM): 12.41X Cap: $3.29B
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Q: Why GSY is dropping today?

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Read Answer Asked by Marios on September 28, 2018

• Balanced Equity Portfolio (BEPORT)
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Q: Which companies in your BE and Growth portfolios would you consider to be both a value stock at this time, and low, or preferably no debt. Thanks very much.

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Read Answer Asked by Kim on September 28, 2018

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: Having read the report from Sprucepoint about MAXR, one of the concerns they raise in addition to the aggressive debt level, is their management, specifically their CEO Lance. Have you looked at this, and is this factored into your opinion about MAXR?

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Read Answer Asked by John on September 28, 2018

• CannTrust Holdings Inc. (TRST $0.91)
  • $0.91 Cap: $128M
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Q: What are your thoughts on this company at current prices?

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Read Answer Asked by Yvonne on September 28, 2018

• General Mills Inc. (GIS $49.82)
  • $49.82 P/E (TTM): 12.04X Cap: $27.07B
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• B&G Foods Inc. (BGS $4.42)
  • $4.42 Cap: $352M
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Q: What do you think of these companies, they are underperformers in my portfolio. Generally people are trying to eat better do these companies have a future?

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Read Answer Asked by Mark on September 28, 2018

• General Mills Inc. (GIS $49.82)
  • $49.82 P/E (TTM): 12.04X Cap: $27.07B
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• Hormel Foods Corporation (HRL $28.78)
  • $28.78 P/E (TTM): 20.79X Cap: $15.93B
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• Tyson Foods Inc. (TSN $56.59)
  • $56.59 P/E (TTM): 21.82X Cap: $20.17B
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• Sanderson Farms Inc. (SAFM)
  • P/E (TTM): 4.89X Cap: $4.55B
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Q: Hi 5i,

Can you give me a couple US based food companies that pay a div.

Thanks

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Read Answer Asked by Mark on September 28, 2018

• Tesla Inc. (TSLA $321.02)
  • $321.02 P/E (TTM): 193.73X Cap: $1.06T
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Q: Is the 10%+ drop following the news of the SEC decision to sue Elon Musk a market overreaction? How do you see this story playing out?

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Read Answer Asked by Colum on September 28, 2018

• LGX Oil + Gas Inc. (OIL $0.01)
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Q: Please rank four of your favourite stocks in the oil industry in order of fundamental stability and potential for growth as well as risk. Would you be entering this sector at this time? What industry risks do you foresee? I have never invested in this area so basically, I am looking for your guidance.

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Read Answer Asked by Stella on September 28, 2018

• Canadian National Railway Company (CNR $130.61)
  • $130.61 P/E (TTM): 17.72X Cap: $81.58B
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Q: What do you think of CNR as a 3-5 year investment ? Thanks.

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Read Answer Asked by Norman on September 28, 2018