Investment Q&A

• Tourmaline Oil Corp. (TOU $58.58)
  • $58.58 P/E (TTM): 14.4X Cap: $21.68B
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• Vermilion Energy Inc. (VET $11.19)
  • $11.19 Cap: $1.68B
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• iShares S&P/TSX Capped Energy Index ETF (XEG $17.65)
  • $17.65 P/E (TTM): 37.76X Cap: $1.55B
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Q: I hold both TOU and VET in a taxable account. I would like to sell both to harvest the tax loss and rebuy after 30 days. I would prefer to keep the investment in the sector until repurchase. Can you suggest an appropriate alternative holding.
Thank you

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Read Answer Asked by Les on October 25, 2018

• Vermilion Energy Inc. (VET $11.19)
  • $11.19 Cap: $1.68B
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Q: COMMENTS ON THE QUARTER PLEASE ?

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Read Answer Asked by JOSEPH on October 25, 2018

• Methanex Corporation (MX $46.69)
  • $46.69 P/E (TTM): 11.2X Cap: $3.12B
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Q: Hi team,
Would you pls. comment on MX earnings results. Would you buy now, considering it's a cyclical stock? BTW....what's MX seasonality?
Thx!

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Read Answer Asked by Silvia on October 25, 2018

• Align Technology Inc. (ALGN $139.28)
  • $139.28 P/E (TTM): 25.05X Cap: $10.12B
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Q: Hello team,

Why such a huge drop despite the their good earning and revenue YOY? Buy opportunity or time to sell?

Thanks a lot as always!

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Read Answer Asked by Saeed on October 25, 2018

• Celestica Inc. (CLS $267.96)
  • $267.96 P/E (TTM): 43.72X Cap: $31.14B
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Q: Could I please have your take on Celesticas earnings and outlook.

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Read Answer Asked by Helen on October 25, 2018

Q: Hi Peter and good people,
What behaviour and/or level of the VIX would indicate the washout has occurred?
Thanks,
Mike

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Read Answer Asked by Mike on October 25, 2018

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $209.01)
  • $209.01 P/E (TTM): 97.92X Cap: $227.24B
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Q: Understanding that volatility goes hand in hand with Shopify, will the quarterly results that came out this morning have a settling effect or will it have the opposite effect? They had a clear revenue beat but are there negatives that will cause LT concerns?

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Read Answer Asked by Geoffrey on October 25, 2018

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $209.01)
  • $209.01 P/E (TTM): 97.92X Cap: $227.24B
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Q: Can you comment on shopify earning thx Kim

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Read Answer Asked by Kim on October 25, 2018

• Amazon.com Inc. (AMZN $214.47)
  • $214.47 P/E (TTM): 34.47X Cap: $2.27T
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• Meta Platforms Inc. (META $769.38)
  • $769.38 P/E (TTM): 30.35X Cap: $1.91T
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• Alphabet Inc. (GOOG $194.97)
  • $194.97 P/E (TTM): 21.85X Cap: $2.36T
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• NVIDIA Corporation (NVDA $177.19)
  • $177.19 P/E (TTM): 58.06X Cap: $4.34T
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• Box Inc. Class A (BOX $31.75)
  • $31.75 P/E (TTM): 24.79X Cap: $4.57B
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Q: I own NVDA, FB, BOX, AMZN and GOOG in my son's RESP and he is still in the green. Would you briefly comment on each stock's potential rebound and rate them? Thanks.

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Read Answer Asked by Steven on October 25, 2018

• International Petroleum Corporation (IPCO $23.70)
  • $23.70 P/E (TTM): 16.34X Cap: $2.93B
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Q: Can you please comment on IPCO? The recent slide, the recent acquisition, etc. Would appreciate your thoughts. Thanks.

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Read Answer Asked by Chris on October 25, 2018

• S&P 500 (SPX)
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Q: EquityClockOct 24th, 8:07 am
US New Home Sales down 8.9% YTD, weakest performance since 2008.

Given that housing is known (or so they say) to be a predictor of how well the economy is doing.....what are your thoughts on the above news? Should we worry or at least be cautious?

Thank you!

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Read Answer Asked by Silvia on October 25, 2018

• Bank of Nova Scotia (The) (BNS $76.67)
  • $76.67 P/E (TTM): 16.04X Cap: $95.44B
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• BCE Inc. (BCE $32.46)
  • $32.46 P/E (TTM): 77.45X Cap: $29.91B
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• Magna International Inc. (MG $57.58)
  • $57.58 P/E (TTM): 10.41X Cap: $16.48B
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Q: I have $20,000 to invest outside of an RRSP/TSFA/RESP. looking at a 3-5 year timeline. Obviously tax is a consideration so would assume a couple of decent Canadian dividend paying stocks would fit the bill. I'm 20 years from retirement. I would look to buy 1/3 positions now and see if the market bottoms before I dive right in.

Thanks in advance for your thoughts/insight
D

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Read Answer Asked by Don on October 25, 2018

• FirstService Corporation (FSV $272.08)
  • $272.08 P/E (TTM): 68.2X Cap: $12.34B
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Q: Can I please have the consensus opinion on First Service soon to be announced earnings. Thank You.

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Read Answer Asked by Brian on October 25, 2018

• Vermilion Energy Inc. (VET $11.19)
  • $11.19 Cap: $1.68B
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Q: what do you think of vet at this price? is the dividend safe? or please recommend your favorites in this space. p.s. I want at least 5% yield. thx Jack

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Read Answer Asked by Jack on October 25, 2018

• The Intertain Group Limited Exchangeable Shares (ITX $11.95)
  • $11.95 Cap: $233M
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Q: Intertain's price has been rising in a poor market, along with volume that seems higher than average. Could you offer any insight as to why? Is this a buy signal? Fundamentals improving?

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Read Answer Asked by Harry on October 25, 2018

• Fortuna Mining Corp. (FVI $9.56)
  • $9.56 P/E (TTM): 12.6X Cap: $2.94B
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Q: Fortuna has seen a huge decline lately. Should I get out now while there is still some value, or can you see a turn around appearing?
Thanks for your help!

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Read Answer Asked by Pat on October 25, 2018

• BMO MSCI Emerging Markets Index ETF (ZEM $24.26)
  • $24.26 P/E (TTM): 0.15X Cap: $1.52B
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• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $68.16)
  • $68.16 P/E (TTM): 2.77X Cap: $2.49B
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• Vanguard S&P 500 Index ETF (CAD-hedged) (VSP $100.90)
  • $100.90 P/E (TTM): 59.73X Cap: $4.69B
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Q: I have 25 holdings in my RRIF, all Canadian Equities. I want to diversify. I am considering XAW, VXC, XFH, VSP, ZEA and ZEM. Of these which 2 or 3 would be my best choices?
Also would consider a couple of Bond funds.

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Read Answer Asked by John on October 25, 2018

• 3D Systems Corporation (DDD $1.72)
  • $1.72 Cap: $237M
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• Stratasys Ltd. (SSYS $10.89)
  • $10.89 Cap: $781M
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Q: I know American companies aren't your specialty, but now that the bubble has popped in 3D printing, what do you feel about the above two? Are manufactures embracing 3D printing, and is there any moat that these two have?

Thanks for all you do,

Wes

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Read Answer Asked by Wes on October 25, 2018

• Helius Medical Technologies Inc. Class A common shares (HSM $18.35)
  • $18.35 Cap: $12M
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Q: in view of recent approval by health canada,re pons stimulator for traumatic brain injury, prospects for this stock

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Read Answer Asked by mel on October 25, 2018

• Blackstone Mortgage Trust Inc. (BXMT $18.83)
  • $18.83 Cap: $3.23B
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Q: Good morning this company pays a good yield, would u recommend it As a place to park cash or would you suggest something else? Thank you.

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Read Answer Asked by Maureen on October 25, 2018