Investment Q&A

• BMO MSCI China Selection Equity Index ETF (ZCH $18.88)
  • $18.88 P/E (TTM): 3.37X Cap: $113M
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• iShares China Index ETF (XCH $24.16)
  • $24.16 P/E (TTM): 13.42X Cap: $176M
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• KraneShares CSI China Internet ETF (KWEB $35.26)
  • $35.26 P/E (TTM): 8.32X Cap: $7.59B
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Q: Greetings 5i,

I am comfortable holding the bigger Chinese companies however I find myself with all 3 of these ETFs as well as several of the larger China Tech companies in my portfolio in all in half positions ( BABA, TCEHY, JD, BIDU). My question is What ETF would you let go?

As far as redistribution of these funds I am more interested in Large or Mid cap longer term holds that have value currently. Any recommendations?

Cheers!

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Read Answer Asked by Duane on May 07, 2018

• Starbucks Corporation (SBUX $89.78)
  • $89.78 P/E (TTM): 31.47X Cap: $102.05B
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Q: "Swiss-based food giant Nestle will pay Starbucks $7.15 billion in cash for the rights to sell the U.S. coffee chain’s products around the world in a global alliance aimed at reinvigorating their coffee empires."

is this news a reason to take a new position in Starbucks? Thanks for your thoughts.

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Read Answer Asked by Lesley on May 07, 2018

• Cenovus Energy Inc. (CVE $20.43)
  • $20.43 P/E (TTM): 13.62X Cap: $37.23B
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• Vermilion Energy Inc. (VET $10.98)
  • $10.98 Cap: $1.69B
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• Whitecap Resources Inc. (WCP $10.31)
  • $10.31 P/E (TTM): 7.06X Cap: $6.05B
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Q: Hello all
I am zero invested in oil and gas right now.
I have a bit of room in RSP account and thinking of taking one oil stock with a decent dividend for a long term hold. Purchasing right away so today’s prices are in play.
Either Vermillion or White Cap fit I think, thoughts on those or another option would be appreciated.

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Read Answer Asked by Michael on May 07, 2018

• Isodiol International Inc. (ISOL)
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Q: I am holding shares for ISOL at 0.78, what you think will be the future of this stock. Is it better to sell at this time. Please share your thoughts. Thanks

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Read Answer Asked by Akwinderpreet on May 07, 2018

• Methanex Corporation (MX $45.70)
  • $45.70 P/E (TTM): 11.2X Cap: $3.07B
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• Stella-Jones Inc. (SJ $78.81)
  • $78.81 P/E (TTM): 13.23X Cap: $4.37B
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• Agnico Eagle Mines Limited (AEM $172.74)
  • $172.74 P/E (TTM): 26.83X Cap: $86.83B
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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,
I currently do not have a lot of exposure to the materials sector (my % is at 6% versus my target of 8%). Other than owning CCL, my only exposure is thru the broad based ETF's I own.
I would like your suggestion regarding what would be your top companies in this sector at present time (3 to 4). I am more of a growth at a reasonable price investor and prefer owning companies that either pay a dividend or are buying back shares.
Thanks for your help.
Dan

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Read Answer Asked by Daniel on May 07, 2018

• Cargojet Inc. Common and Variable Voting Shares (CJT $96.70)
  • $96.70 P/E (TTM): 13.16X Cap: $1.50B
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Q: What is your opinion on CJT, it has setback I assume because of the price of oil, are there other reasons that are of concern, would you recommend here?

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Read Answer Asked by LEN on May 07, 2018

• Kinaxis Inc. (KXS $203.51)
  • $203.51 P/E (TTM): 437.0X Cap: $5.71B
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Q: In a response to Bob today you stated: "We might consider KXS, BOX and NVDA in the group as well, with the former two much riskier than the others." Given that you have made positive comments on KXS lately, even recommended it on 1 May along with CSU and SIS as a choice for a longer term buy, I am wondering why you suggest today that it is a "risky" stock.

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Read Answer Asked by Dennis on May 07, 2018

• Royal Dutch Shell PLC American Depositary Shares (Each representing two Class B) (RDS.B)
  • P/E (TTM): 40.7X Cap: $195.62B
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Q: What is the difference between RDS.A and RDS.B? Your thoughts on the company would also be appreciated. Thanks.

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Read Answer Asked by Marco on May 07, 2018

• Gildan Activewear Inc. (GIL $70.55)
  • $70.55 P/E (TTM): 19.96X Cap: $10.66B
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Q: I was reading recently that GIL effective tax rate is 4%. Is that correct? If so how are they able to have such a low tax rate? Is this rate sustainable?

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Read Answer Asked by Robert on May 07, 2018

• Agellan Commercial Real Estate Investment Trust (ACR.UN $14.25)
  • $14.25 P/E (TTM): 6.6X
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Q: I would appreciate having your thoughts on ACR.UN and their announcement regarding a special distribution following the sale of Parkway Place in Toronto for $256.3 million.
Thanks, Jim

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Read Answer Asked by James on May 07, 2018

• Meta Platforms Inc. (META $776.37)
  • $776.37 P/E (TTM): 29.32X Cap: $1.95T
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Q: Facebook seems to have recovered from the scandal - what do you see for potential growth in the next year or two?? thanks, Jim.

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Read Answer Asked by jim on May 07, 2018

• Protech Home Medical Corp. (PTQ)
  • P/E (TTM): -32.3X Cap: $232M
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• Strathcona Resources Ltd. (SCR $32.97)
  • $32.97 P/E (TTM): 9.96X Cap: $7.06B
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• BLVD Centres Corporation (BLVD)
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• Inspira Financial Inc. (LND)
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Q: Do you see anything positive about the future prospects of these 4 stocks? CXV;LND;PHM;SCR

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Read Answer Asked by Dennis on May 07, 2018

• InterRent Real Estate Investment Trust (IIP.UN $13.17)
  • $13.17 Cap: $1.84B
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Q: The earnings yield on IIP.UN appears to be around 22.4%. Annual EPS in 2017 was very high compared to 2013-16 EPS figures (as per Morningstar). TD doesn't show any earnings consenus estimates for 2018-20. Was 2017 a one time event? Please clarify?

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Read Answer Asked by LARRY on May 07, 2018

• Bellatrix Exploration Ltd. (BXE $0.38)
  • $0.38 Cap: $15M
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Q: Regarding BXE, how does the news of their conversion of debt to common stock affect the future of the company? I know your past comments referred to the company as small and heavily in debt. Would it fit in the speculative portion of a portfolio? Do you think it will survive?
Thank You.

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Read Answer Asked by Frank on May 07, 2018

• Richards Packaging Income Fund (RPI.UN $32.75)
  • $32.75 P/E (TTM): 16.05X Cap: $358M
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Q: Could you please comment on company's earnings release of May 4th, 2018. Thanks

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Read Answer Asked by rajeev on May 07, 2018

• Covalon Technologies Ltd. (COV $2.45)
  • $2.45 P/E (TTM): 17.5X Cap: $67M
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Q: Hi 5i gang. Would you expect COV to keep rising (at 59% as I type)? Is it still a buy? To be honest, I just bought it not wanting to lose immediate upside.
Thanks for your insight

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Read Answer Asked by El-ann on May 07, 2018

• Geodrill Limited Ordinary Shares (GEO $3.73)
  • $3.73 P/E (TTM): 10.16X Cap: $175M
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Q: GEO released earnings this morning. Seems good to me but would appreciate your assessment and what might lie ahead for the stock.

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Read Answer Asked on May 07, 2018

• Enbridge Inc. (ENB $63.73)
  • $63.73 P/E (TTM): 23.56X Cap: $138.93B
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• WSP Global Inc. (WSP $281.55)
  • $281.55 P/E (TTM): 51.42X Cap: $36.74B
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• Algonquin Power & Utilities Corp. (AQN $8.14)
  • $8.14 Cap: $6.25B
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• Premium Brands Holdings Corporation (PBH $87.11)
  • $87.11 P/E (TTM): 33.0X Cap: $3.91B
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• Savaria Corporation (SIS $19.84)
  • $19.84 P/E (TTM): 28.75X Cap: $1.41B
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• goeasy Ltd. (GSY $181.31)
  • $181.31 P/E (TTM): 11.92X Cap: $2.98B
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Q: Retired and looking to move 125,000$ to unregistered invest. from fixed income to benefit from dividend tax credit. Can you please suggest 5 or 6 stocks with combination of groath and dividend?
Thanks
Sherrill

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Read Answer Asked by Sherrill on May 07, 2018

• PyroGenesis Inc. (PYR $0.40)
  • $0.40 Cap: $73M
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Q: I got bedazzled by the technology of this company and it's down 25% since I purchased it. Did I blow it yet again or is there any hope for this one?

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Read Answer Asked by DAVE on May 07, 2018

Q: From Jan 01/2014 to today, what is the largest / most significant dividend cut (or dividend "reset") of a large cap company that you have seen in the Canadian and US markets that you are aware of.

Thanks,
Mike

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Read Answer Asked by Mike on May 07, 2018