Investment Q&A

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $40.52)
  • $40.52 P/E (TTM): 81.4X Cap: $6.41B
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• Chartwell Retirement Residences (CSH.UN $20.31)
  • $20.31 P/E (TTM): 92.18X Cap: $5.90B
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• InterRent Real Estate Investment Trust (IIP.UN $13.39)
  • $13.39 Cap: $1.87B
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Q: What are your top 3 favorite REIT's

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Read Answer Asked by Raymond on May 09, 2017

• Gold Springs Resource Corp. (GRC $0.08)
  • $0.08 Cap: $22M
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• Merus Labs International Inc. (MSL $1.65)
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• Cipher Pharmaceuticals Inc. (CPH $15.57)
  • $15.57 P/E (TTM): 24.31X Cap: $395M
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Q: All three of these companies were once market darlings that have fallen from their more favorable market days and are now attempting turnarounds. Do any of these companies appear to be a turnaround buy at their current levels? If not,and if they sit in one's portfolio, should they be ejected? if so, how would they rate from worst (eject 1st)to best (still hope, eject last).
Thanks!

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Read Answer Asked by WAYNE on May 09, 2017

• Miscellaneous (MISC)
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Q: Hello,
Is it possible to use a portion of my RRSP or LIRA to invest in an apartment building ? How complicated is it in terms of forms to fill and accounting. Would the net rental income remain tax free in a segregated account ? Thank you for your help and please fill free to include website with relevant information in your answer if you know any. Thank you.

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Read Answer Asked by Pierre on May 09, 2017

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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Q: Can you comment on IPLs recent Q results and specifically their payout ratio improvement? Thank you.

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Read Answer Asked by James on May 09, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $78.21)
  • $78.21 P/E (TTM): 17.55X Cap: $13.65B
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Q: Your comments please on earnings.

Sheldon

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Read Answer Asked by Sheldon on May 09, 2017

Q: ABT's share price took a dive today before earnings is released after market closing and the results are not stellar. What is your take on what is being reported?

Thanks.

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Read Answer Asked by Victor on May 09, 2017

• Element Fleet Management Corp. (EFN $36.26)
  • $36.26 P/E (TTM): 26.49X Cap: $14.55B
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• goeasy Ltd. (GSY $168.43)
  • $168.43 P/E (TTM): 10.42X Cap: $2.70B
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Q: I have partial positions in efn and gsy. Disregarding everything but growth, would you combine them in gsy? Thanks.

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Read Answer Asked by Bill on May 09, 2017

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: Hi there
I see there is some questions still lingering on HGC. Notwithstanding your comments, your subscribers could have some interest in looking at this: http://www.visualcapitalist.com/chart-downfall-home-capital-group/

Also, On Patrick question, this my be of interest:

http://www.philosophicaleconomics.com/2017/04/diversification-adaptation-and-stock-market-valuation/

Print if you wish
CDJ

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Read Answer Asked by claude on May 09, 2017

• Hudbay Minerals Inc. (HBM $21.43)
  • $21.43 P/E (TTM): 20.87X Cap: $8.47B
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• Canopy Growth Corporation (WEED $1.92)
  • $1.92 Cap: $510M
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Q: WEED and HBM are significantly down. What do you have to say? Buy, sell, hold or stay away? I have good deal of investment on both, I can invest more to average if worth.

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Read Answer Asked by Dharmesh on May 09, 2017

• iShares Diversified Monthly Income ETF (XTR $11.70)
  • $11.70 Cap: $362M
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.11)
  • $40.11 P/E (TTM): 14.87X Cap: $1.04B
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Q: Which etf would you consider for income,diversity, and some downside protection. I own several Cdn dividend stocks eg. TD,SLF,Mfc,ALA,Fts,Aqn,T,Bce,et al. Thank you.

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Read Answer Asked by Steve on May 09, 2017

• Miscellaneous (MISC)
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Q: If a Canadian who has lived in the U.S. for the last 10 years moves back to Canada, and wants to start a TFSA, what would his contribution limit be.

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Read Answer Asked by chris on May 09, 2017

• iShares 1-5 Year Laddered Government Bond Index ETF (CLF $17.66)
  • $17.66 Cap: $600M
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.45)
  • $28.45 Cap: $8.50B
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Q: What would be your preference between either CLF or XBB for government bond exposure at this time?

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Read Answer Asked by Steven on May 09, 2017

• Descartes Systems Group Inc. (The) (DSG $127.59)
  • $127.59 P/E (TTM): 56.05X Cap: $10.96B
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Q: DSG (Descartes): FPE of 54, ROE low single digit, no dividend, EPS very small - seems very over valued to me. It looks like it has no debt.? I do not see an investment thesis here? Comments please. I usually do not buy companies that do not pay a dividend and grow it on a regular basis which to me shows confidence going forward. Looking for a diversifier. Own ABT, SIS & ZCL in small portions in TFSA.

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Read Answer Asked by James on May 09, 2017

• Miscellaneous (MISC)
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Q: I appreciate your suggestion for a low monthly fee (or free) stock tracking program. I was satisfied with Yahoo Finance but the changes they made to their program last week make it no longer functional. I did my export my data from Yahoo to Google Finance but it is somewhat limiting.
Thank you for reply.

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Read Answer Asked by Brad on May 09, 2017

• Ford Motor Company (F $12.27)
  • $12.27 P/E (TTM): 15.5X Cap: $48.83B
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• AT&T Inc. (T $27.55)
  • $27.55 P/E (TTM): 16.05X Cap: $196.99B
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Q: Dear Peter and Team,

My weighting in bonds has decreased as my stocks (matching BE portfolio plus some US and international holdings) have increased. I was considering trimming some stock gains and adding some short-duration bonds. What do you think of the following two choices?

1. AT&T INC, 3.2 coupon (current Ask YTM is 2.77835%) maturing 3/1/2022
2. FORD MOTOR CREDIT CO LLC, 3.336 coupon (Ask YTM 2.71415%), maturing 3/18/2021

The goal I am trying to achieve with the bonds is preservation of capital with small returns as a bonus and reduction of portfolio standard deviation by adding low-correlation securities. Current total bond weighting is about 7.5% and I am 35 years old.

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Read Answer Asked by Marc on May 09, 2017

• Marathon Gold Corporation (MOZ $0.81)
  • $0.81 Cap: $380M
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Q: I am looking at investing a small amount in one of those 2 gold stocks. What are your views on these 2 small companies? Which one
would you prefer for the long term. Tnx.

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Read Answer Asked by Jacques on May 09, 2017

• Simon Property Group Inc. (SPG $185.76)
  • $185.76 P/E (TTM): 29.01X Cap: $60.64B
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Q: I know you do not focus on US stocks but can you give me some reasons why in your view this high quality commercial REIT is declining for the past six months. Aside from the interest rate moving higher and the sector moving lower, I do not see any reason for the move lower.
Thank you
Jean

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Read Answer Asked by Jean on May 09, 2017

• Brookfield Infrastructure Partners L.P. (BIP.UN $46.25)
  • $46.25 P/E (TTM): 1109.75X Cap: $21.14B
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Q: I have the above two stocks but would like a bit more European exposure. Do you have a stock recommendation with solidity and growth in mind?

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Read Answer Asked by Arthur on May 09, 2017

• Mogo Inc. (MOGO $2.60)
  • $2.60 Cap: $62M
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Q: Your view on the latest earning would be appreciated.

Thanks,
Stéphane

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Read Answer Asked by Stephane on May 09, 2017

• Alphabet Inc. (GOOG $245.54)
  • $245.54 P/E (TTM): 26.05X Cap: $2.94T
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• Alphabet Inc. (GOOGL $244.90)
  • $244.90 P/E (TTM): 25.92X Cap: $2.96T
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Q: Hi, Peter
I own both companies,make up 12% of the total portfolio,6% each, should I sell one,which one? Thank you.


selina

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Read Answer Asked by selina on May 09, 2017