Investment Q&A

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.51)
  • $6.51 P/E (TTM): 20.34X Cap: $703M
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• Pizza Pizza Royalty Corp. (PZA $15.78)
  • $15.78 P/E (TTM): 34.3X Cap: $526M
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Q: Hello
You consistently say Pizza Pizza is good for income but little growth expected. But I see John Heinzl is selling it out of his model portfolio in the Globe and Mail. It is now down 30% in my income portfolio and I now wonder at the advisability of just continuing to hold. Just how sustainable do you think the dividend is over time? Would you expect the company to react positively to restore growth? If sold what "safe" dividend stock would you buy with a comparable dividend?
Thank you .... Paul K

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Read Answer Asked by Paul on August 29, 2018

Q: I am looking for a bond fund in the US and just trying to sort out all the options. I have been looking at this one for awhile and seems like a good option. Any comments. This is for the fixed income portion of my portfolio looking for US retirement income.

Cheers

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Read Answer Asked by kelly on August 29, 2018

• Spin Master Corp. Subordinate Voting Shares (TOY $22.10)
  • $22.10 P/E (TTM): 15.51X Cap: $2.25B
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Q: Greetings 5i

In my TFSA I have enjoyed a nice run with PHO. I am thinking of selling my position and using the funds to buy TOY. My reasoning is that TOY is larger and thus more stable.

I am interested in taking less risk in my TFSA. I am not concerned with the balance allocation of the portfolio as my PHO is not a high weighting.

Your insights are always valuable

Thanks

Peter

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Read Answer Asked by Peter on August 29, 2018

• Box Inc. Class A (BOX $31.98)
  • $31.98 P/E (TTM): 24.49X Cap: $4.63B
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Q: Hi team, Given the latest results, would you recommend averaging down today or wait? What would be a good entry point?
Thanks!

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Read Answer Asked by Silvia on August 29, 2018

• Alphabet Inc. (GOOG $195.75)
  • $195.75 P/E (TTM): 21.2X Cap: $2.36T
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• Alphabet Inc. (GOOGL $195.04)
  • $195.04 P/E (TTM): 21.11X Cap: $2.35T
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Q: Dear 5i,
If I were interested in starting a position in Alphabet (assuming it fit with my sector allocation) would it make sense that I should go for the C class rather than the A class of shares? I would get a moderate discount and still share in the (potential) company's fortunes. The only draw back is that I would have no voting power.
Is my thinking correct? May I have your thoughts?
Thank you for your time.

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Read Answer Asked by Francesco on August 29, 2018

• XPEL Inc. (XPEL $33.23)
  • $33.23 P/E (TTM): 18.37X Cap: $919M
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Q: Many times you remind subscribers that with microcaps you have to think long term ( 5years). Xpel is a great example of that. I remember buying shares in this one at 13-15 cents less than 6 years ago. Now it is trading at $6.00 They don't always work out that way but more times than you think.

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Read Answer Asked by Murray on August 29, 2018

• BMO Low Volatility US Equity ETF (ZLU $55.92)
  • $55.92 P/E (TTM): 45.0X Cap: $2.14B
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• Evolve Active US Core Equity Fund (CAPS $21.13)
  • $21.13 P/E (TTM): 13.0X
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Q: I am aiming for 60% of my investments to be outside of Canada. I have a number of index ETFs (VFV, VA, XQQ, HXS, HXQ, VLQ, VMO) but I am wondering if I need some active ETFs. One I came across is Evolve Active Managed Core Equity ETF ( listed on TSX as CAPS) which has a solid return but higher MER at .95% plus very little information available. Are you familiar with his ETF? Do you recommend this active ETF or do you have other suggestions? Do you like the idea of holding some (10%) of a portfolio in active ETFs?

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Read Answer Asked by Dennis on August 29, 2018

Q: Why would you buy a short term bond etf over laddering 1-5 year GIC. or for that matter just keep buying 1 year GIC.
I looked at BMO ultra short 5 year return 1.32.
I get it that it is liquid, but GIC has no risk.
Am I missing something?

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Read Answer Asked by fwb181 on August 29, 2018

Q: Hi Peter & team,
I have to construct 2 portfolios for my son's RRSP & Lira accounts, each with 130 + k with a 15 year time line, each has a Canadian stock component, one with 20 stocks covering most all sectors and ETF's, XGG, VFV, ZDY and VXC for US and International. The other I has HXT and the 5 top stocks in XIT , for Canada, QQC.F, VGG, XWD and XEF for US and International. Am I on the right track or is there any other suggestions that you would want me to make. I greatly appreciate your input.
Thanks once again. Ivan

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Read Answer Asked by Ivan on August 29, 2018

• Grande West Transportation Group Inc. (BUS)
  • P/E (TTM): -30.3X Cap: $70M
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Q: Would appreciate your comments on BUS, their recent earnings report and management comments. While the back log is good, they appear to be having some execution problems.

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Read Answer Asked by Don on August 29, 2018

• VersaBank (VBNK $15.84)
  • $15.84 P/E (TTM): 14.67X Cap: $515M
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Q: Hi, Could you please comment on VB earnings. Thanks

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Read Answer Asked by rajeev on August 29, 2018

• Cineplex Inc. (CGX $10.99)
  • $10.99 Cap: $697M
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Q: I am considering buying CGX. The main concern I have is the debt. Does it seem manageable to you? Thank-you.

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Read Answer Asked by Alex on August 29, 2018

• National Bank of Canada (NA $143.40)
  • $143.40 P/E (TTM): 13.66X Cap: $56.11B
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Q: Hi,
Please provide your opinion on National Bank's latest results. Also, is the debt level comparable to peer's.


Thank you

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Read Answer Asked by André on August 29, 2018

• Newstrike Brands Ltd. (HIP $0.59)
  • $0.59 Cap: $328M
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Q: Bought several cannibus stocks last year. Very successful with selling all this summer except HIP. Before writing this one off (as they still have NO Income), I would appreciate your opinion on the possible value to any of the several emerging successful operations? Thank you.

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Read Answer Asked by Robert on August 29, 2018

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: Do you have any updates on Maxar? I heard someone mention accounting irregularities on BNN (perhaps the person is shorting the stock?). The stock price doesn't seem to want to stop going down. However, with my luck, once I sell MAXR the stock price will jump higher.

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Read Answer Asked by BRYAN on August 29, 2018

• Emerald Health Therapeutics Inc. (EMH)
  • P/E (TTM): -0.3X Cap: $52M
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Q: Your opinion please of emerald health, buy hold or sell? and where would you rate it among its peers ?
Thank you

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Read Answer Asked by george on August 29, 2018

• SDX Energy Plc - Ordinary Shares (SDX $0.37)
  • $0.37 P/E (TTM): 0.07X Cap: $75M
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Q: I would appreciate it if you could comment on the recently released Q2 results. It looked like it was a slight beat on revenue although today's market reaction is negative (mind you, the entire sector is down).

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Read Answer Asked by karl on August 29, 2018

• BMO Low Volatility Canadian Equity ETF (ZLB $53.47)
  • $53.47 P/E (TTM): 34.57X Cap: $5.08B
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• Vanguard FTSE Canada All Cap Index ETF (VCN $55.25)
  • $55.25 P/E (TTM): 15.81X Cap: $10B
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Q: Not sure if zlb should still be in my porfolio, since its underperforming. Would i be better off to just put the money in vanguard canadian index vcn if i have a longer term view of the market 20 years out.

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Read Answer Asked by Thomas on August 29, 2018

• Loblaw Companies Limited (L $223.56)
  • $223.56 P/E (TTM): 27.63X Cap: $67.45B
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• Premium Brands Holdings Corporation (PBH $87.11)
  • $87.11 P/E (TTM): 33.0X Cap: $3.91B
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Q: Which of the two stocks - L or PBH - is preferable for a long-term hold, with the lower risk? Thank you.

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Read Answer Asked by ANDY on August 29, 2018

• Best Buy Co. Inc. (BBY $66.22)
  • $66.22 P/E (TTM): 15.64X Cap: $13.99B
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Q: In light of recent quarter results, would you hold or sell and reinvest elsewhere. If so, what would you prefer in consumer discretionary - NKE looks interesting long-term, but is expensive.
Thx

Sam

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Read Answer Asked by sam on August 29, 2018