Investment Q&A

Q: Apart from P/E ratios, is there a key valuation metric for a sector that would help one to select one stock over another in that sector?
There are many valuation metrics - P/BV, FCF, FFO, EV/EBITA, for example. Some are more suited to one sector versus another. Could you advise which valuation metric(s) you rely upon for each sector.
Thx

Sam

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Read Answer Asked by sam on November 27, 2018

• Global X US 7-10 Year Treasury Bond Index Corporate Class ETF (HTB $59.54)
  • $59.54 Cap: $169M
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Q: Hello, HTB was suggested as a top pick on BNN recently. I had never considered such a long term bond fund, however I am not that smart...comments please

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Read Answer Asked by Deborah on November 27, 2018

• Alimentation Couche-Tard Inc. (ATD $69.66)
  • $69.66 P/E (TTM): 18.79X Cap: $66.30B
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Q: Would their 2025 bond be acceptable for inclusion in a well diversified bond portfolio? Total exposure to ATD within the investment portfolio would remain well below 5%.

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Read Answer Asked by Greg on November 27, 2018

• Power Corporation of Canada Subordinate Voting Shares (POW $57.06)
  • $57.06 P/E (TTM): 13.85X Cap: $36.37B
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Q: What are your thoughts on buying POW at this time. It is near the 52week low and is trading at below cost with a 5.67% yield. We are interested in the income and some growth. Do you have any concerns on the future of this company? Many thanks, Len

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Read Answer Asked by Len on November 27, 2018

• Dundee Corp (DC)
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Q: Hello Team
Could you please give me you opinion on DC.PR.E should I keep holding or sell, it represents about 3% in my overall portfolio. And if I should sell, it seems to be thinly traded how do I get rid of it with out having to sell 50 or a 100 shares at a time. I am down about 35% on this security.

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Read Answer Asked by Don on November 27, 2018

• Miscellaneous (MISC)
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Q: Morning guys:
In regards to tax loss selling, I sold some holdings which I was down significantly such as new flyer, dollarama, crh medical. I took the remaining cash and added more shares to pbh, savaria, and ccl which are on sale. Is this a good strategy ?
Thanks
Mark.

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Read Answer Asked by Mark on November 27, 2018

• Horizon North Logistics Inc. (HNL)
  • P/E (TTM): 4.2X Cap: $371M
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Q: I have not done very well with HNL recently. A few days ago it announced some new contracts or extensions. What is the impact of this news on future earnings? Will HNL profit from BC LNG projects? Is it a sell or a hold? Thank you.

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Read Answer Asked by Kurt W on November 27, 2018

Q: Hi Team
Came across this etf on BNN. any thoughts? Would it have a place in a portfolio for this kind of volatile market? Thank-you in advance. Sam

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Read Answer Asked by sam on November 27, 2018

• Viper Energy Inc. (VNOM $38.17)
  • $38.17 P/E (TTM): 9.96X Cap: $10.75B
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Q: VNOM has gone down quite a bit in the last couple of months. I am up on the stock nicely - do you think it's a time to take profits? Where do you see it going in 2019?

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Read Answer Asked by Susan on November 27, 2018

• BMO S&P 500 Index ETF (ZSP $97.16)
  • $97.16 P/E (TTM): 80.29X Cap: $19.17B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $97.90)
  • $97.90 Cap: $2.07B
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• Vanguard U.S. Total Market Index ETF (VUN $118.35)
  • $118.35 P/E (TTM): 72.03X Cap: $12.71B
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Q: Good afternoon, looking to hold a 20% allocation of the American market through ETFs (CAD dollar preferred). Currently hold VUN, and I am looking to add another ETF to complement it - was thinking ZSP or VGG. Any opinions on either of these or any others? Thanks

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Read Answer Asked by Jeff on November 27, 2018

• Sun Life Financial Inc. (SLF $79.37)
  • $79.37 P/E (TTM): 14.23X Cap: $44.59B
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• Gluskin Sheff + Associates Inc. (GS $14.24)
  • $14.24 P/E (TTM): 17.0X Cap: $444M
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Q: Using numbers from TD Waterhouse as an example:
GS EPS (TTM) is 1.27 and 2018 EPS expectation consensus (Mean) is 1.09.
SLF EPS (TTM) is 3.52 and 2018 EPS expectation consensus (Mean) is 4.84.
What is the explanation if the TTM is above or below 2018 EPS expectations towards end of reporting year? Will the TTM revert towards the mean consensus? Can I interpret anything from the positive or negative variances?

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Read Answer Asked by LARRY on November 27, 2018

• Applied Graphite Technologies Corporatio (AGT $0.07)
  • $0.07 Cap: $1M
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Q: What do you think are the chances of management's intention to purchase at $18 coming to pass (or at least being maintained)? Does the market not believe its going to happen? Due to general market sentiment or some specific company or management comments?

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Read Answer Asked by Peter on November 27, 2018

Q: can I contribute stock in kind as opposed to cash into a TFSA as either a new contribution or in replacing cash previously taken out.

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Read Answer Asked by george on November 27, 2018

• Martinrea International Inc. (MRE $8.58)
  • $8.58 Cap: $604M
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Q: MRE got hammered today as a result of the GM news.I just saw the CFO on BNN and he says that the Oshawa plant is a tiny fraction of their business,in the 1% range.Any thoughts?

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Read Answer Asked by terry on November 27, 2018

• Cineplex Inc. (CGX $10.73)
  • $10.73 Cap: $655M
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Q: What Canadian company would benefit the most from E-Sports?

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Read Answer Asked by Don on November 27, 2018

• Antibe Therapeutics Inc. (ATE $0.30)
  • $0.30 Cap: $15M
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Q: ..how do you view Antibe's latest results? thanks.

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Read Answer Asked by Curtis on November 27, 2018

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $44.79)
  • $44.79 P/E (TTM): 79.72X Cap: $22.16B
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• Whitecap Resources Inc. (WCP $10.08)
  • $10.08 P/E (TTM): 6.92X Cap: $5.91B
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Q: Hi Guys,

I sold WCP for the tax loss in October. Since then it has declined from $8 to $5. Any suggestions as to when to buy back, or would you suggest any other replacement, say VET?

Still hanging on to Teck at a big decline. Was concerned that they would bring on a partner for their copper mine in Peru. Any point in waiting longer or will a deal not be of any impact?

Thanks,

KC

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Read Answer Asked by Kelly on November 27, 2018

• Exco Technologies Limited (XTC $6.65)
  • $6.65 P/E (TTM): 9.32X Cap: $256M
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Q: Hi 5i
Exco technologies reported today.
Your shop thoughts on performance in the quarter and going forward.
Your coverage has been clear that the stock is cheap - is this quarter's performance a catalyst to start unlocking value ?
Thanks

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Read Answer Asked by Patrick on November 27, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Savaria Corporation (SIS $21.22)
  • $21.22 P/E (TTM): 30.25X Cap: $1.52B
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Q: Top up my quarter position in SIS or start new quarter position in TSGI? 5+ year hold

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Read Answer Asked by Rob on November 27, 2018

• Labrador Iron Ore Royalty Corporation (LIF $26.83)
  • $26.83 P/E (TTM): 12.26X Cap: $1.69B
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Q: Any news why LIF dropped $3.25 today?

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Read Answer Asked by Cecil on November 27, 2018