Investment Q&A

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: Would you be kind enough to decipher BYD.UN's information circular on the following key points? It's way too complicated for us simple retail investors.

What are the tax consequences on conversion, if any (assuming it is not a tax free rollover)? What are the conversion rates of units to shares? When will this be effected, if unit holder approval is obtained? Thanks.

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Read Answer Asked by Victor on November 04, 2019

Q: On BNN the other day a portfolio manager said November is the second best month for Stock Markets and December the best month while September and October are the worst months. Is this so ? November is starting off as if this is correct Dow up 301 points on November 1st 2019 alone. Sell in May and go away has not been the case has it ? Your thoughts . RAK

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Read Answer Asked by bob on November 04, 2019

Q: Please explain the pros and cons of receiving distributions as return of capital. Also does this differ for non- registered, RRSPs and TFSAs?

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Read Answer Asked by bill on November 04, 2019

• Methanex Corporation (MX $45.70)
  • $45.70 P/E (TTM): 11.2X Cap: $3.07B
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Q: You have mentioned in the past that MX "has some degree over methanol prices" yet the main reason for the current decline in profits was low pricing. Just how much ability to price products do they really have? Will the new facility, once it is on stream, increase this ability? I still like the company but I am wondering if pricing truly provides any kind of advantage.

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on November 04, 2019

• Algonquin Power & Utilities Corp. (AQN $8.14)
  • $8.14 Cap: $6.25B
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Q: how would you rate aqn.to

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Read Answer Asked by tom on November 04, 2019

• Generac Holdlings Inc. (GNRC $196.43)
  • $196.43 P/E (TTM): 33.79X Cap: $11.43B
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Q: What is your current assessment of the stock, which has increased significantly. Is it too late to invest? After all, generators would continue to be in demand regardless of the economy.
Thank you!

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Read Answer Asked by Sigrid on November 04, 2019

• Elevance Health Inc Com (ANTM)
  • P/E (TTM): 18.5X Cap: $116.34B
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• The Cigna Group (CI $266.59)
  • $266.59 P/E (TTM): 14.62X Cap: $69.99B
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• CVS Health Corporation (CVS $61.45)
  • $61.45 P/E (TTM): 14.91X Cap: $79.23B
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• HashiCorp Inc. (HCP)
  • Cap: $7.11B
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• UnitedHealth Group Incorporated (DE) (UNH $240.98)
  • $240.98 P/E (TTM): 9.95X Cap: $215.69B
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• Centene Corporation (CNC $26.21)
  • $26.21 P/E (TTM): 3.82X Cap: $12.72B
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• Wellcare Health Plans Inc. (WCG $349.92)
  • $349.92 P/E (TTM): 23.65X Cap: $17.61B
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• Aethon Minerals Corporation (AET $0.17)
  • $0.17 Cap: $4M
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Q: Hi,

I'm looking for 2 lo-volatility US healthcare picks for the next few years, can you choose one of these (CNC, WCG, UNH, AET, CVS, CI, ANTM,HCP) or any others you prefer?

Second question is there an area of healthcare you think I should stay away from for the next (probably volatile) year?

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Read Answer Asked by Graeme on November 04, 2019

• Diversified Royalty Corp. (DIV $3.27)
  • $3.27 P/E (TTM): 20.44X Cap: $553M
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Q: Could you comment on their acquisition and their payout ratio etc.

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Read Answer Asked by terrance on November 04, 2019

• Restaurant Brands International Inc. (QSR $93.86)
  • $93.86 P/E (TTM): 23.06X Cap: $42.67B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Boston Pizza Royalties Income Fund (BPF.UN $19.55)
  • $19.55 P/E (TTM): 21.25X Cap: $479M
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• Pizza Pizza Royalty Corp. (PZA $15.78)
  • $15.78 P/E (TTM): 34.3X Cap: $526M
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• Keg Royalties Income Fund (The) (KEG.UN $18.63)
  • $18.63 P/E (TTM): 169.36X Cap: $211M
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Q: I'm looking at the dividend return on the food royalty companies, which look very attractive. I don't own anything in this area. Is there an ETF that holds a bundle of these companies? If so, is that a good way to get in? Or rather, buy one or more companies. If so, which ones. Thanks!

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Read Answer Asked by Kim on November 04, 2019

• Brookfield Renewable Partners L.P. (BEP.UN $35.65)
  • $35.65 Cap: $23.46B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $42.91)
  • $42.91 P/E (TTM): 522.13X Cap: $28.09B
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Q: What percentage ownership does Brookfield Asset Management have in the other 2 companies?

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Read Answer Asked by jacques on November 04, 2019

• Bank of Nova Scotia (The) (BNS $76.53)
  • $76.53 P/E (TTM): 16.04X Cap: $95.32B
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Q: With the social unrest in many South American countries, do you expect BNS to be adversely impacted in view of its significant presence in the region? If so, would you suggest switching to a different bank such as TD? Thank you for your insights.

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Read Answer Asked by jacques on November 04, 2019

• New Look Vision Group Inc. (BCI $50.00)
  • $50.00 P/E (TTM): 49.85X Cap: $783M
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Q: hi there.

Can i get your current views on this one. Hasn't done much and growth seems to be slowing.

thanks

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Read Answer Asked by kelly on November 04, 2019

• European Residential Real Estate Investment Trust (ERE.UN $2.52)
  • $2.52 Cap: $590M
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Q: Hello,

Can you provide your views on the prospects for this REIT and whether you would recommend a purchase at this point.

Thank you.

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Read Answer Asked by Greg on November 04, 2019

• CurrencyShares Canadian Dollar ETF (FXC)
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Q: Financial Post: Posthaste: Canadian dollar poised to become the ‘hottest money’ in the industrialized world.
https://business.financialpost.com/executive/posthaste-canadian-dollar-poised-to-be-the-hottest-money-in-the-industrialized-world

What are your thoughts and is there an ETF in Canada where I can hedge so I can benefits if Canadian dollar rises

Thanks for your great service
Hector

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Read Answer Asked by Hector on November 04, 2019

• iShares Diversified Monthly Income ETF (XTR $11.37)
  • $11.37 P/E (TTM): 9.68X Cap: $355M
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Q: Can you please explain how XTR pays out such a high yield when not one single of its constituent ETFs pays this much? Thank-you.

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Read Answer Asked by Alex on November 04, 2019

• BRP Inc. Subordinate Voting Shares (DOO $68.06)
  • $68.06 Cap: $4.97B
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Q: Your expert comment on its conference call on Oct.29.,& u overall opinion.It did initially spike its price to a $60.60H,but closed lower @ $57.96 Currently trading @ $58.79 today.CIBC upgraded TP to$64 from $56.Thanks for u recommendation @ a much lower price.Thanks for u usual great services & views

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Read Answer Asked by Peter on November 04, 2019

• Ceridian HCM Holding Inc. (CDAY)
  • P/E (TTM): 35.43X Cap: $14.57B
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Q: would you buy this company momentum is strong. dave

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Read Answer Asked by david on November 04, 2019

• iShares Global Healthcare ETF (IXJ $84.77)
  • $84.77 P/E (TTM): 64.56X Cap: $3.64B
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• Health Care Select Sector SPDR (XLV $133.01)
  • $133.01 P/E (TTM): 65.74X Cap: $32.75B
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• iShares U.S. Medical Devices ETF (IHI $61.10)
  • $61.10 P/E (TTM): 105.73X Cap: $4.25B
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Q: Hi 5i team,

Given the volatile market and demographic, what will be the suggested % for healthcare sector? Currently I don't have much in healthcare and I want to add healthcare etf to my TFSA account, what's the differences between XLV , IHI and IXJ? In terms of valuation and growth, which one will be best to buy now for TFSA? Thanks.

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Read Answer Asked by Willie on November 04, 2019

• Constellation Software Inc. (CSU $4,718.31)
  • $4,718.31 P/E (TTM): 98.53X Cap: $99.98B
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Q: I have been in and out of this stock often and typically sell when I’m up and rebuy it when it comes down. Made over 100% again and thinking of selling the entire position. Can you advise as to how expensive it has become and how that compares historically. Thx

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Read Answer Asked by Patrick on November 04, 2019

• Kinaxis Inc. (KXS $203.51)
  • $203.51 P/E (TTM): 437.0X Cap: $5.71B
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Q: kxs did a wonderful run on Friday. Do you see more upside or is it time to sell?

Donna

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Read Answer Asked by Donna on November 04, 2019