Investment Q&A

• H&R Real Estate Investment Trust (HR.UN $11.75)
  • $11.75 Cap: $3.22B
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• Choice Properties Real Estate Investment Trust (CHP.UN $14.44)
  • $14.44 Cap: $10.37B
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• First Capital Real Estate Investment Trust (FCR.UN $18.89)
  • $18.89 P/E (TTM): 20.4X Cap: $3.99B
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Q: I am interested in REITs for potential retirement income. However, when one looks into the details of the “dividends” often a significant portion of the yield is return of capital. Are there any Canadian reits that make distributions that are largely just income and if so can you advise of same. Thanks Bill

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Read Answer Asked by Bill on September 28, 2021

• GE Aerospace (GE $265.85)
  • $265.85 P/E (TTM): 38.38X Cap: $296.52B
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• Linamar Corporation (LNR $71.92)
  • $71.92 P/E (TTM): 16.4X Cap: $4.19B
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• Magna International Inc. (MG $61.93)
  • $61.93 P/E (TTM): 9.98X Cap: $17.40B
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• Sony Group Corporation American Depositary Shares (SONY $27.96)
  • $27.96 P/E (TTM): 21.4X Cap: $163.81B
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Q: Please suggest a few stocks (CAN, US) that will likely see a rebound in share price when the computer chip shortage is rectified. Either for a trade or 5-year hold.

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Read Answer Asked by John on September 28, 2021

• QUALCOMM Incorporated (QCOM $156.02)
  • $156.02 P/E (TTM): 14.3X Cap: $165.87B
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• Advanced Micro Devices Inc. (AMD $184.46)
  • $184.46 P/E (TTM): 125.75X Cap: $283.91B
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Q: Hello Peter,

In your opinion, between the two which one has more upside over the next year or two?
Regards
Rajiv

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Read Answer Asked by Rajiv on September 28, 2021

• FedEx Corporation (FDX $228.57)
  • $228.57 P/E (TTM): 13.36X Cap: $54.35B
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Q: Do you think if FDX is a good long-term investment? If so is now a good time to initiate a purchase? Thank you for your great service.

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Read Answer Asked by David on September 27, 2021

• Global-E Online Ltd. (GLBE $32.10)
  • $32.10 Cap: $5.74B
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Q: Could I get your current assessment of this stock?

TIA

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Read Answer Asked by Wayne on September 27, 2021

• Questor Technology Inc. (QST $0.45)
  • $0.45 Cap: $12M
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• Northland Power Inc. (NPI $22.09)
  • $22.09 P/E (TTM): 22.31X Cap: $5.75B
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• Magna International Inc. (MG $61.93)
  • $61.93 P/E (TTM): 9.98X Cap: $17.40B
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• Real Matters Inc. (REAL $5.62)
  • $5.62 P/E (TTM): 193.11X Cap: $403M
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Hi team!

I currently hold MG, NPI, QST, REAL in my TFSA and am down in all. Which would be your favorite to add another half position to at the moment?

Or would this be a better opportunity for me to take that money and purchase NVEI at this current lower price point?

Thanks for all you do!

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Read Answer Asked by Patrick on September 27, 2021

• Sprouts Farmers Market Inc. (SFM $146.14)
  • $146.14 P/E (TTM): 33.5X Cap: $14.44B
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Q: Hello, can you share your opinion about this us grocery organic focused company ? They seem to open many new stores at a rapid rate ? Thanks

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Read Answer Asked by jean on September 27, 2021

Q: Bloomberg is saying today "Tech stocks sell off amid spike in treasury yields". Can you please explain what the spike in yields is referring to, how much is the spike, will it move somewhat predictably with the withdrawl of govt liquidity from the market, etc?
For a retiree, should I do something?
Really appreciate your clear views. Many thanks

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Read Answer Asked by TOM on September 27, 2021

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: Is the GC deal now complete?

Details please.


Sheldon

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Read Answer Asked by Sheldon on September 27, 2021

• goeasy Ltd. (GSY $210.23)
  • $210.23 P/E (TTM): 12.42X Cap: $3.37B
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Q: Have the rapid increase in bond yields changed your positive view on Gsy

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Read Answer Asked by Terry on September 27, 2021

Q: Hello, I would be interested in DVAX as a hold, thanks

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Read Answer Asked by Deborah on September 27, 2021

• Tyson Foods Inc. (TSN $57.13)
  • $57.13 P/E (TTM): 22.05X Cap: $20.07B
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Q: What is your view on Tyson Foods for a consumer staple holding in a retirement dividend portfolio? In not Tyson foods, is there another consumer staple we should consider in respect of consumer defensive for dividend and dividend growth?

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Read Answer Asked by Serei on September 27, 2021

• iShares Evolved U.S. Media and Entertainment ETF (IEME)
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Q: Streaming services ETFs. Cannot find any questions on this ETF or any other similar ETF in the 5i database (if there are any others). Other than its small size and relative "newishness" any other views \ concerns on SUBZ?

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Read Answer Asked by William Ross on September 27, 2021

• BMO Low Volatility Canadian Equity ETF (ZLB $54.19)
  • $54.19 P/E (TTM): 34.63X Cap: $5.13B
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• iShares MSCI Min Vol Canada Index ETF (XMV $50.90)
  • $50.90 P/E (TTM): 4.61X Cap: $322M
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• iShares MSCI Min Vol USA Index ETF (XMU $85.66)
  • $85.66 P/E (TTM): 76.81X Cap: $372M
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• Invesco S&P/TSX Composite Low Volatility Index ETF (TLV $36.49)
  • $36.49 P/E (TTM): 28.44X Cap: $95M
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• Vanguard Global Minimum Volatility ETF (VVO $39.17)
  • $39.17 P/E (TTM): 55.9X Cap: $35M
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• Fidelity Canadian Low Volatility ETF (FCCL $32.56)
  • $32.56 P/E (TTM): 21.97X
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• Fidelity U.S. Low Volatility ETF (FCUL $45.28)
  • $45.28 P/E (TTM): 64.22X
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• Mackenzie Maximum Diversification All World Developed Index ETF (MWD $29.23)
  • $29.23 P/E (TTM): 18.62X
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• TD Q Canadian Low Volatility ETF (TCLV $24.97)
  • $24.97 P/E (TTM): 33.0X Cap: $58M
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Q: Looking for some low volatility ETFs that can take a little turbulance
Am considering the above.How would you rate them in order and have I overlooked some other possibilities?

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Read Answer Asked by peter on September 27, 2021

• goeasy Ltd. (GSY $210.23)
  • $210.23 P/E (TTM): 12.42X Cap: $3.37B
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Q: It is falling today on volume higher than usual. Is there some news?

Thanks,
Milan

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Read Answer Asked by Milan on September 27, 2021

• Vanguard S&P 500 Index ETF (VFV $157.60)
  • $157.60 P/E (TTM): 82.03X Cap: $24.59B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $98.29)
  • $98.29 Cap: $2.09B
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Q: Do you have a preference between VGG and VFV for any reason?

Thanks.

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Read Answer Asked by Alan on September 27, 2021

• AbbVie Inc. (ABBV $200.48)
  • $200.48 P/E (TTM): 84.89X Cap: $350.90B
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• Medtronic plc. (MDT $92.94)
  • $92.94 P/E (TTM): 25.69X Cap: $117.97B
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• Stryker Corporation (SYK $377.50)
  • $377.50 P/E (TTM): 49.89X Cap: $143.97B
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• Veeva Systems Inc. Class A (VEEV $278.46)
  • $278.46 P/E (TTM): 58.8X Cap: $45B
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Q: I am considering selling Veev or Abbv and buying Syk or Mdt. Could I have your thoughts on these companies today and which ones have the most long term promise? Would you have other suggestions in US healthcare?

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Read Answer Asked by Allen on September 27, 2021

• Suncor Energy Inc. (SU $53.17)
  • $53.17 P/E (TTM): 11.47X Cap: $65.67B
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Q: Hello,
You recently stated that you were averaging down to pick up some more SU. I went in to read your report on it as I currently only have ENG. However, there doesn't appear to be one. Is that correct? There's been a lot of recent chatter about rising natural gas prices and with the recent increases in oil prices, I'm assuming your favourites currently are ENG and SU. Thank you.

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Read Answer Asked by jeff on September 27, 2021

• Argonaut Gold Inc. (AR $0.52)
  • $0.52 Cap: $567M
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Q: Hi team,
I am somewhat "perplexed" at how GOLD has been behaving lately.Would investors sentiment change if inflation was not as transitory as the Fed believes and purchase gold shares as a edge against rising inflation? In your experience as a company such as AR with a solid balance sheet and 15 months from their Magino mine coming into production, have larger cies purchased such "gems"?
Many thanks ,
Jean

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Read Answer Asked by Jean on September 27, 2021

• Bath & Body Works Inc. (BBWI $29.23)
  • $29.23 P/E (TTM): 7.4X Cap: $6.03B
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Q: Your opinion of Bath & Body Works please.

Originally known as LBrands.

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Read Answer Asked by claudette on September 27, 2021