Investment Q&A

• Chartwell Retirement Residences (CSH.UN $19.21)
  • $19.21 P/E (TTM): 84.64X Cap: $5.49B
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• Sienna Senior Living Inc. (SIA $17.98)
  • $17.98 P/E (TTM): 44.3X Cap: $1.63B
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Q: Looking for an alternative health care stock that will benefit from the aging population.
Appreciate your thoughts on valuation.

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Read Answer Asked by Chris on June 06, 2018

• Miscellaneous (MISC)
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Q: An interesting essay, make public if you want

http://www.collaborativefund.com/blog/the-psychology-of-money/

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Read Answer Asked by Peter on June 06, 2018

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: https://globalnews.ca/news/4250949/calls-mount-for-probe-of-wynne-government-casino-contracts-that-smelled-of-backroom-deals/

Can you comment on GC going forward based on this article?

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Read Answer Asked by Kenny on June 06, 2018

Q: Peter and Team:

Could you please explain (if not to complex) why the halving on the discount between WCS and WTI did not result in a decent bounce in Canadian Oil Producing Stocks.

Thanks

Phil

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Read Answer Asked by Phil on June 05, 2018

• Wynn Resorts Limited (WYNN $120.18)
  • $120.18 P/E (TTM): 33.56X Cap: $12.77B
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Q: Any insight as to the downturn on Wynn ?

Thanks

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Read Answer Asked by Theresa on June 05, 2018

• Element Fleet Management Corp. (EFN $36.73)
  • $36.73 P/E (TTM): 26.99X Cap: $14.70B
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Q: Any idea why EFN jumped today? I can't find any recent news at all. Thanks

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Read Answer Asked by Alex on June 05, 2018

• Xtreme Drilling Corp. (XDC $1.90)
  • $1.90 Cap: $142M
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Q: Any idea what caused the significant jump in price today?

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Read Answer Asked by Rick on June 05, 2018

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.41)
  • $203.41 P/E (TTM): 78.92X Cap: $260.88B
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Q: Shop is have quite a good run up. Are you aware of any reasons for this?
Thanks
John

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Read Answer Asked by John on June 05, 2018

• Micron Technology Inc. (MU $129.42)
  • $129.42 P/E (TTM): 21.31X Cap: $139B
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• NVIDIA Corporation (NVDA $166.27)
  • $166.27 P/E (TTM): 55.04X Cap: $4.17T
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Q: Hello,

I would like to add one of these two companies to my protfolio.
Which one would you choose at this time.
Thank you

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Read Answer Asked by Josette on June 05, 2018

• Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR $10.11)
  • $10.11 Cap: $466M
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Q: On Berman's call yesterday he suggested holding Horizons Active Floating Rate Bond ETF (HFR) as an alternative to cash. What would be your take on this, pros and cons?
Thank you for considering my question.

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Read Answer Asked by Gail on June 05, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $20.32)
  • $20.32 P/E (TTM): 9.56X Cap: $1.71B
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• goeasy Ltd. (GSY $214.29)
  • $214.29 P/E (TTM): 12.79X Cap: $3.45B
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Q: Hi team,

Would you be able to suggest a couple of stocks with value, momentum and a chance for higher pricing or spending either in Canada or US. I have some cash but I am hesitant at current valuations in general.

Thank you as always!

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Read Answer Asked by Saeed on June 05, 2018

• US Dollar ($USD)
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• Canadian Dollar ($CAD)
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Q: My life is increasingly shifting towards the U.S. (grandchildren live there and my wife is a U.S. citizen and we spend six months ever year there, with more time likely). as such, the U.S. dollar plays a bigger part of our lives. Added to that is my bearish outlook for the Can. Dollar and my belief a recession is becoming more likely. In the event of a global recession, is there any credible scenario in which the Can. dollar would appreciate vs. the Greenback. And could you provide any historical data regarding how the Can.$ fares vs. the U.S.$ in a recessionary situation.

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Read Answer Asked by Kyle on June 05, 2018

• Bank of Nova Scotia (The) (BNS $87.94)
  • $87.94 P/E (TTM): 16.68X Cap: $109.07B
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Q: What would you suggest would be a good price to buy BNS, after BofA and Merril Lynch downgraded to neutral.
Thanks!

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Read Answer Asked by Silvia on June 05, 2018

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: RHT: can you assess what's happening to price. It's been weak the past couple of weeks. Are you still endorsing the stock or have you cooled to it. If so, why?

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Read Answer Asked on June 05, 2018

• Martinrea International Inc. (MRE $10.74)
  • $10.74 Cap: $792M
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Q: The price has dropped recently. Has the drop been caused by the US tariff on steel?

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Read Answer Asked by Lloyd on June 05, 2018

• Viper Energy Inc. (VNOM $37.42)
  • $37.42 P/E (TTM): 11.03X Cap: $11.26B
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Q: VNOM has been downgraded to a Hold by Stifel Nicolaus - what are your thoughts on this? I am up quite a bit and wonder if it is time to sell.

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Read Answer Asked by Susan on June 05, 2018

• iShares U.S. Medical Devices ETF (IHI $62.37)
  • $62.37 P/E (TTM): 164.7X Cap: $4.31B
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Q: Hi Peter and Team,
I am thinking of taking a position on IHI and would like to have your thoughts on this etf. Also for US medical industry and for the foreseeable future, does the medical device segment presents a better potential than pharmaceuticals?
Cheers,

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Read Answer Asked by Harry on June 05, 2018

• Horizons China High Dividend Yield Index ETF (HCN $22.00)
  • $22.00 P/E (TTM): 7.3X
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• iShares China Index ETF (XCH $25.57)
  • $25.57 P/E (TTM): 23.61X Cap: $183M
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Q: I would like to add a China Dividend ETF and a China Growth ETF to my portfolio. I would prefer Can$ ETF's. Can you recommend some?
Thank you
Kevin

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Read Answer Asked by Kevin on June 05, 2018

• Amazon.com Inc. (AMZN $232.95)
  • $232.95 P/E (TTM): 34.45X Cap: $2.51T
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• Costco Wholesale Corporation (COST $963.25)
  • $963.25 P/E (TTM): 55.48X Cap: $423.91B
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• The Walt Disney Company (DIS $118.18)
  • $118.18 P/E (TTM): 18.37X Cap: $213.61B
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• Nike Inc. (NKE $73.73)
  • $73.73 P/E (TTM): 34.6X Cap: $111.28B
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• Under Armour Inc. Class C (UA $4.97)
  • $4.97 P/E (TTM): 22.23X Cap: $2.09B
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Q: My apologies - I forgot to say that I was looking to invest in that thesis with US stocks. I'd like to invest in the thesis that low-mid level income earners are going to start having more income based on a resurgent economy, lower taxes, and a very tight labor market along with reduced immigration. Can you suggest 3-4 companies that would really benefit from this scenario?

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Read Answer Asked by Rick on June 05, 2018

• F5 Inc. (FFIV $314.64)
  • $314.64 P/E (TTM): 27.25X Cap: $18.05B
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• Fortinet Inc. (FTNT $79.23)
  • $79.23 P/E (TTM): 31.51X Cap: $58.57B
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Q: Have recently heard some good things about both these companies but as a 68 year old investor who doesn't need to take money out wondering how you feel about them.

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Read Answer Asked by Bonnie on June 05, 2018