Investment Q&A

• Vanguard S&P 500 Index ETF (VFV $154.35)
  • $154.35 P/E (TTM): 59.73X Cap: $24.02B
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Q: Hello,

10+ years until money will be required. Thinking of moving a chunk of cash into VFV for our kids RESP. Would you be ok with this move? We are buy and hold investors. Thank You.

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Read Answer Asked by Darby on November 26, 2019

• TELUS Corporation (T $21.89)
  • $21.89 P/E (TTM): 27.27X Cap: $32.94B
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Q: Hello Peter and Team,
I hold a large position in TELUS. But I'm concerned about the impact of a possible decision by the Canadian (or other) governments to refuse to accept the Huawei 5G system. Your thoughts? If I believe that Huawei will be rejected, would it be better to exit, or at least reduce, TELUS? Thanks in advance.

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Read Answer Asked by James on November 26, 2019

• Constellation Software Inc. (CSU $4,781.54)
  • $4,781.54 P/E (TTM): 98.53X Cap: $101.51B
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Q: Is csu overvalued? Thank you rose

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Read Answer Asked by Rose on November 26, 2019

• Meredith Corporation (MDP $59.07)
  • $59.07 P/E (TTM): 10.43X Cap: $2.70B
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Q: Any thoughts - the dividend has been increased for 20 years.

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Read Answer Asked by David on November 26, 2019

• Savaria Corporation (SIS $20.16)
  • $20.16 P/E (TTM): 28.75X Cap: $1.44B
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Q: Between Nov 15 and Nov 18, one director sold 41000 shares of SIS , reducing his holding in his personal account to 76500 shares. proceeds $592000. He also divested 23667 shares from an account in which he has indirect ownership, eliminating this account position, proceeds $341000. Does it mean he has no confidence in this company? Could I have your comments please. Thanks a lot

Cindy

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Read Answer Asked by Cindy on November 26, 2019

• Seaspan Corporation (SSW $9.91)
  • $9.91 P/E (TTM): 5.8X Cap: $2.13B
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Q: Can i get your thoughts on the recent news regarding the company's reorganization, acquisition and shift towards management of physical assets.

Thanks

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Read Answer Asked by Scott on November 26, 2019

• CVR Energy Inc. (CVI $26.48)
  • $26.48 Cap: $2.51B
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Q: Your thoughts on CVR Energy
Thanks

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Read Answer Asked by George on November 26, 2019

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.45)
  • $19.45 P/E (TTM): 9.06X Cap: $1.63B
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Q: I am down 50% on Tcl.a. Would you sell, take the loss for tax purpose for 2019 or wait for a recovery? Thank you for your advice.

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Read Answer Asked by Serge on November 26, 2019

• Wajax Corporation (WJX $23.75)
  • $23.75 P/E (TTM): 12.6X Cap: $520M
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Q: Wajax is currently offering 6% senior unsecured debentures with maturity in 2025. Do you consider the risk of default / bankruptcy of Wajax by 2025 to be significant?
Thanks!

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Read Answer Asked by Gregory on November 26, 2019

• Denison Mines Corp. (DML $3.10)
  • $3.10 Cap: $2.75B
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• Laramide Resources Ltd. (LAM $0.54)
  • $0.54 Cap: $139M
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Q: Is this a good time for Tax Loss selling Denison Mines and Larmide Resources
in the Uranium Sector

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Read Answer Asked by Curry on November 26, 2019

• Daura Gold Corp. (DGC)
  • Cap: $10M
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: Hi there, thanks for your reply to my question earlier. Just a follow up: if you were a KL shareholder, would you continue to hold? trim? sell or buy more on the dip? KL is 6.5% weighting in my portfolio and I'm a long time holder of KL thanks to 5i recommending it - and thanks very much for that!

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Read Answer Asked by Michael on November 26, 2019

Q: recommended brokerage firms to use

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Read Answer Asked by Burke on November 26, 2019

• Royal Bank of Canada (RY $181.22)
  • $181.22 P/E (TTM): 19.19X Cap: $253.80B
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• Bank of Nova Scotia (The) (BNS $76.83)
  • $76.83 P/E (TTM): 16.04X Cap: $95.44B
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• National Bank of Canada (NA $145.10)
  • $145.10 P/E (TTM): 13.66X Cap: $56.65B
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Q: I have read that Canadian banks this week are gearing up to report their slowest annual earnings growth since the global financial crisis.
Do you anticipate a negative market response to my holdings listed above? With all 3 at 52-wk highs, how would you rank them for a continued "Hold"?

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Read Answer Asked by Ted on November 26, 2019

• Fortis Inc. (FTS $69.47)
  • $69.47 P/E (TTM): 20.78X Cap: $34.82B
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Q: Hi, Fortis just announced a fairly large secondary offering. What's your view? Thanks

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Read Answer Asked by rajeev on November 26, 2019

• Daura Gold Corp. (DGC)
  • Cap: $10M
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Q: I own some DGC. Curious as to why the pop so far today on news of takeout by Kirkland Lake at 27.50 was only just over 1 percent all the way up to 22.50 or so?

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Read Answer Asked by petra on November 26, 2019

• Nemaska Lithium Inc. (NMX $0.17)
  • $0.17 Cap: $139M
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Q: Any idea why NMX would climb 30% today?

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Read Answer Asked by Bryan on November 26, 2019

• PIMCO Monthly Income Fund (Canada) (PMIF $18.17)
  • $18.17 P/E (TTM): 22.17X Cap: $3.35B
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Q: The PMIF currently shows a YTD return of about 5.85% on their website. Sounds really good for a monthly income fund. This seems to include a change in unit price value from January 1, 2019 plus monthly distributions to date (Nov 2019). However is not the real return only the annual sum of the monthly distributions (around 2.5%)? The fund drops in unit value on the monthly ex-dividend date. Seems to me just the unit distribution (yield) should be the real return value. YTD is misleading when there is such a large unit drop in December to account for year end distributions.

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Read Answer Asked by Blain on November 26, 2019

• Vanguard Communication Services ETF (VOX $174.69)
  • $174.69 P/E (TTM): 28.55X Cap: $4.74B
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• Invesco S&P 500 Equal Weight Technology ETF (RYT)
  • Cap: $2.91B
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• iShares U.S. Technology ETF (IYW $180.84)
  • $180.84 P/E (TTM): 74.98X Cap: $22.64B
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Q: I have $9500 to invest in Technology or Communications ETF.
I have been following IYW & RYT in Tech & VOX in communications as per your PA list, but all are presently at their high so is it okay to buy now or wait till there is a correction and which sector &/or ETF would be best to consider for a RRIF?
Look forward to your response. Thanks!

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Read Answer Asked by Terry on November 26, 2019

• Covalon Technologies Ltd. (COV $2.40)
  • $2.40 P/E (TTM): 17.5X Cap: $65M
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Q: have taken a large loss in my TFSA on cov. rather than waiting it out am thinking of selling it and replacing it with a junior trading in the 2.00 to 3.00 dollar range. are there any juniors that you like in this price range? I am not risk averse. thanks for your help Richard

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Read Answer Asked by richard on November 26, 2019

• goeasy Ltd. (GSY $185.92)
  • $185.92 P/E (TTM): 11.92X Cap: $3.07B
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Q: On Oct 30 Go Easy put out a press release about an enhancement to their credit facility by a syndicate of banks. Since then the stock has done well along with a positive earning release.

The question here is more educational but when the banks give out these credit facility and assuming they have an investment arm dealing in mutual funds etc is the exception for those fund mangers to buy GSY in their funds if it fits the fund profile? Trying to get a sense of the relationship here (if any)

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Read Answer Asked by Sal on November 26, 2019