Investment Q&A

• Hamilton Thorne Ltd. (HTL $2.24)
  • $2.24 Cap: $345M
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Q: I would appreciate your opinion on investing in Hamilton Thorne (HTL.V) at this time.
Thanks.

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Read Answer Asked by Gerry on February 05, 2019

• BlackBerry Limited (BB $4.95)
  • $4.95 Cap: $2.95B
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Q: I purchased bb last spring as a auto software play and also a China play with the entry into an agreement with a partner in China. Please give me your thoughts as to the validity of these reasons, and should I cash out at a 40% loss and move the money to another cdn. tech company like otex or any other suggestion you may have.
Cheers, Doug

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Read Answer Asked by Doug on February 05, 2019

• Xylem Inc. New (XYL $142.18)
  • $142.18 P/E (TTM): 38.32X Cap: $34.60B
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Q: I've owned XYL for a year or so now and am about even on it. It seems to me to be doing a wonderful job at just about everything it does and yet it seems to be a volatile trader without much overall price improvement in the past 12 mos. I'd like to add more (currently @ 3% of my portfolio) but am waiting for it to go up and stay up...what am I missing?

Cam

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Read Answer Asked by Cameron on February 05, 2019

• Twilio Inc. Class A (TWLO $121.16)
  • $121.16 Cap: $18.56B
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Q: I know you don't cover US stocks, but my question is on Twilio. It seems to be a company that is in favour with positive stock price momentum. What do you think of this company? Are there any Canadian equivalent companies in the same industry with the same growth prospects? Thanks

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Read Answer Asked by Dennis on February 05, 2019

• Canadian National Railway Company (CNR $128.04)
  • $128.04 P/E (TTM): 17.64X Cap: $79.92B
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Q: Thoughts on their earnings?

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Read Answer Asked by Keith on February 05, 2019

• Apple Inc. (AAPL $202.38)
  • $202.38 P/E (TTM): 31.52X Cap: $3.02T
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• NFI Group Inc. (NFI $18.69)
  • $18.69 Cap: $2.22B
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• goeasy Ltd. (GSY $181.31)
  • $181.31 P/E (TTM): 11.92X Cap: $2.98B
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Q: Hi team,
Do you think there will be a rotation from "growth" to "value"?

Could I have three value names you like(CA or US)
Thank you!

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Read Answer Asked by Issaku on February 05, 2019

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: Recent announcement " Reliq Health Technologies Announces Release of iUGO Care v.2019 and Key Additions to the Management Team" and nice pop in share value this last week.
Do you see a speculative opportunity here and would your appreciate your thoughts on the company considering recent developments. Thanks John

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Read Answer Asked by John on February 05, 2019

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $43.61)
  • $43.61 P/E (TTM): 78.96X Cap: $21.71B
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• Parkland Corporation (PKI $38.43)
  • $38.43 P/E (TTM): 34.62X Cap: $6.70B
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Q: Do you think a tactical switch from TECK.B to PKI would make sense at this time? With full awareness that this is a sector change.

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Read Answer Asked by Andrew on February 05, 2019

• Pizza Pizza Royalty Corp. (PZA $15.78)
  • $15.78 P/E (TTM): 34.3X Cap: $526M
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Q: PZA has been acting better as of late. Any reason why ? Is it a good time to let it go or do you see some potential going forward ? I don't need the yield. Thank you for your comments.

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Read Answer Asked by Pierre on February 05, 2019

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $46.67)
  • $46.67 P/E (TTM): 40.25X Cap: $3.01B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $95.79)
  • $95.79 Cap: $2.05B
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• Vanguard Dividend Appreciation FTF (VIG $204.09)
  • $204.09 P/E (TTM): 23.33X Cap: $87.19B
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• Vanguard Total International Stock (VXUS $68.24)
  • $68.24 P/E (TTM): 0.4X Cap: $88.98B
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Q: Hi,
I want to increase my US and International equity exposure by using $US ETFs (VIG and VXUS respectively) but the Canadian dollar is pretty weak right now (improving slightly lately). Does it make sense to convert to $US for this investment (long-term horizon) when there could well be significant headwinds if the Canadian dollar continues to strengthen. Also, valuations are higher in the US than in Canada, but International looks to be relatively cheap. Thoughts on how to proceed?
Regards, Michael

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Read Answer Asked by Michael on February 05, 2019

• Vanguard U.S. Total Market Index ETF (VUN $114.71)
  • $114.71 P/E (TTM): 11.06X Cap: $12.32B
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Q: A while back you stated you preferred a S&P 500 etf over VUN because the s&p 500 etf had more concentrated holdings ie 500 companies vs several thousand holdings. Yet I notice many instances where you recommend / suggest VUN. I hold VUN and am somewhat confused wondering if I should trade VUN for a s&p 500 etf. Thank you.

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Read Answer Asked by Richard on February 05, 2019

• BMO Aggregate Bond Index ETF (ZAG $13.74)
  • $13.74 Cap: $11.16B
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• BMO Equal Weight Utilities Index ETF (ZUT $24.57)
  • $24.57 P/E (TTM): 38.82X Cap: $724M
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• BMO Equal Weight Industrials Index ETF (ZIN $45.10)
  • $45.10 P/E (TTM): 19.03X Cap: $37M
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• iShares 1-5 Year Laddered Government Bond Index ETF (CLF $17.50)
  • $17.50 Cap: $595M
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• iShares MSCI World Index ETF (XWD $99.95)
  • $99.95 P/E (TTM): 13.1X Cap: $1.23B
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• iShares S&P/TSX 60 Index ETF (XIU $40.69)
  • $40.69 P/E (TTM): 13.84X Cap: $17.11B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $41.09)
  • $41.09 P/E (TTM): 4.77X Cap: $2.66B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $95.79)
  • $95.79 Cap: $2.05B
  • View VGG Profile
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• Vanguard U.S. Total Market Index ETF (VUN $114.71)
  • $114.71 P/E (TTM): 11.06X Cap: $12.32B
  • View VUN Profile
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Q: I would liked to switch the focus of my investments from equities to ETF's. Could you give me some broad parameters for guidance.
Could you suggest 10 ETF's for starters. Mid to long term with medium risk.
Thanks for your help.

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Read Answer Asked by Bruce on February 05, 2019

• goeasy Ltd. (GSY $181.31)
  • $181.31 P/E (TTM): 11.92X Cap: $2.98B
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Q: I have noticed that there hasn't been much news regarding GSY lately. Do you still think it is a solid company? You don't seem to be recommending it anymore as you seem to like companies like SIS, PBH, TOY, and KXS. What would you be expecting for earnings in the quarter?

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Read Answer Asked by Rudy on February 05, 2019

• Peyto Exploration & Development Corp. (PEY $19.20)
  • $19.20 P/E (TTM): 12.97X Cap: $3.82B
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• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: I am down significantly in these two stocks. Is there no hope that they can regain their
value to investors?
Regards
K

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Read Answer Asked by Kathy on February 05, 2019

Q: Hi there, this is my first question to you. I have enjoyed reading other questions and your answers.

What is your take on Nokia? 5G is big in the news and are they a big player in the US on this? They seem have a good dividend yield. Does it look like a potential for a long term hold. Thank you!

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Read Answer Asked by Zeya on February 05, 2019

• Enbridge Inc. (ENB $63.73)
  • $63.73 P/E (TTM): 23.56X Cap: $138.93B
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• TELUS Corporation (T $21.54)
  • $21.54 P/E (TTM): 27.27X Cap: $32.61B
  • View T Profile
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Q: I am considering selling ALA in my rrsp to buy ENB or T. Where do you see better potential total return? ALA, ENB or T. Thanks

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Read Answer Asked by Frank on February 04, 2019

• McCoy Global Inc. (MCB $3.58)
  • $3.58 P/E (TTM): 11.74X Cap: $97M
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Q: I am wondering if your opinion has changed about this company since last summer ? It seems to have a decent balance sheet.
What do you see for there future?

Thank you
Robert

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Read Answer Asked by Robert on February 04, 2019

• Amazon.com Inc. (AMZN $214.75)
  • $214.75 P/E (TTM): 34.98X Cap: $2.27T
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• NVIDIA Corporation (NVDA $173.72)
  • $173.72 P/E (TTM): 56.04X Cap: $4.23T
  • View NVDA Profile
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Q: Amazon has increased to 10% and nvidia decreased to 4% in my RRSP. Would you rebalance here, and if so to what levels.
Thanks Peter.

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Read Answer Asked by Peter on February 04, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
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Q: When do they next release their financial report?

Thanks

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Read Answer Asked by Robert on February 04, 2019

• Savaria Corporation (SIS $19.84)
  • $19.84 P/E (TTM): 28.75X Cap: $1.41B
  • View SIS Profile
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Q: When does sis report.

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Read Answer Asked by don on February 04, 2019