Investment Q&A

• Harmony Gold Mining Company Limited (HMY $14.22)
  • $14.22 P/E (TTM): 18.71X Cap: $8.51B
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Q: Peter and His Wonder Team
Harmony Gold has been going up lately...any news on the wire? Your thoughts would be appreciated!
Thank you!

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Read Answer Asked by Ernest on March 27, 2018

• Home Depot Inc. (The) (HD $373.66)
  • $373.66 P/E (TTM): 25.37X Cap: $371.76B
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• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $184.03)
  • $184.03 P/E (TTM): 17.11X Cap: $10.15B
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Q: Hi, I was looking at buying HD but then started looking at Canadian Tire. According to Yahoo finance valuation looks cheaper and faster growth for Canadian Tire. Other than obvious size differences, would there be any other reason not to buy CTC.A over HD? thanks

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Read Answer Asked by David on March 27, 2018

• B&G Foods Inc. (BGS $4.14)
  • $4.14 Cap: $330M
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Q: Hi 5i,
B&G Foods has been on a downward trajectory for awhile now. I know there is debt but is the situation that bad? The divided is nice but should I let this one go and move on. My portfolio is well diversified but I don't like to trade if I don't need to.
Thanks,

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Read Answer Asked by Mark on March 27, 2018

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: Any concerns about BYD being down, on much higher than average volume, on a day almost everything else was up? Any news that drove the volume and/or price?

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Read Answer Asked by Richard on March 27, 2018

• Power Corporation of Canada Subordinate Voting Shares (POW $55.96)
  • $55.96 P/E (TTM): 13.45X Cap: $35.92B
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Q: Can you comment on their recent earnings release. Thank you. Joe

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Read Answer Asked by Joseph on March 27, 2018

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: What is your view on JCP Issues Letter to Unitholders of Crius Energy Trust.

Tx

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Read Answer Asked by Stephane on March 27, 2018

• Balanced Equity Portfolio (BEPORT)
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Q: Hi Team, have some cash to deploy and I would just be rounding off my sectors.
Is there any name you would not buy today in the Balanced Equity Portfolio.
Thank-you in advance. Sam

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Read Answer Asked by sam on March 27, 2018

• Covalon Technologies Ltd. (COV $2.45)
  • $2.45 P/E (TTM): 17.5X Cap: $67M
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Q: Hi Team,
Your thought on COV, since they drop some 30% form the high. Is it worth to add on more or let it go and move on.
Thank you and appreciate as always.
Tak

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Read Answer Asked by Tak on March 27, 2018

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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Q: IPL seems to be continually getting sold off,could you comment ,seems overdone.

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Read Answer Asked by terrance on March 27, 2018

• Canadian Utilities Limited Class A Non-Voting Shares (CU $38.73)
  • $38.73 P/E (TTM): 26.56X Cap: $10.52B
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Q: Hi 5i.

Could I have your thoughts on CU.
I'm thinking about adding this to my Income cash account.
I do have some FTS and EMA in the account now.
What percent would you recommend as a max for utilities holdings in this account.
I have BEP.UN and AQN in other accounts already.

Thanks

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Read Answer Asked by Stephen on March 27, 2018

• Alimentation Couche-Tard Inc. (ATD $70.18)
  • $70.18 P/E (TTM): 18.84X Cap: $66.53B
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Q: your advice on this stock after their poor statement for last quarter--thanks for all your help--Francis

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Read Answer Asked by francis on March 27, 2018

• LGX Oil + Gas Inc. (OIL $0.01)
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Q: MPL printed an article today from the BMG Group about a gold backed petro Yuan, this is one paragraph from the article.
In November 2017, China, India, Russia, Brazil and South Africa, the major producers and users of gold, agreed to establish their own gold trading system using their own currencies, thereby bypassing the US dollar. Implementation will begin in 2018.
Your opinion please, Thanks

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Read Answer Asked by wayne on March 27, 2018

Q: further to Ian's Corporate Class Mutual Fund note re swaps and tax considerations for ETFs in future, read a good article on the uses of Corporate Class Mutual Funds that remain as well the swaps are not eliminated just the length of contracts is limited to 180 days;
http://www.advisor.ca/tax/tax-news/corporate-class-funds-etfs-still-tax-efficient-after-budget-112009
share if think useful

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Read Answer Asked by John on March 27, 2018

• BCE Inc. (BCE $32.53)
  • $32.53 P/E (TTM): 77.45X Cap: $29.98B
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Q: BCE reached a new 52 week low today at $54.42. It closed at $54.30, giving a yield of 5.54%. Why is the price tanking? Is it a buy now? Is it a solid long term investment? How does it compare to Telus (T)?

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Read Answer Asked by Helen on March 27, 2018

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• ECN Capital Corp. (ECN $3.07)
  • $3.07 P/E (TTM): 112.07X Cap: $863M
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Q: What do you consider be a successful auction? Please provide exemple of good and bad auction. Is it based on price or the willingness to shareshoders to let go shares!!!

Tx

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Read Answer Asked by Stephane on March 27, 2018

• Vanguard Short-Term Bond ETF (BSV $78.60)
  • $78.60 P/E (TTM): 23.07X Cap: $38.49B
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Q: Hi, you recently recommended HFR and PSA for bonds/ETFs for someone that is looking for a low risk way to park cash for 6-12 months while collecting a yield.
Can you recommend a couple US funds/bonds with the intent of parking for 6-12 months and collecting +2% yield.

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Read Answer Asked by Curtis on March 27, 2018

• Enbridge Inc. (ENB $63.73)
  • $63.73 P/E (TTM): 23.56X Cap: $138.93B
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Q: Hello team, I have heard through the grapevine,( employees in mgmt positions) that there may be a big shakeup in the top level. Apparently the ceo of Sprectra, now chairman of enb (Gregory Ebel) is not happy with the status of Enbridge and has indicated that he may take over as CEO of Enbridge and replace Al Monaco. Have you heard any such rumors. Obviously the market is not happy with Enbridge as it has declined more than the other Canadian pipelines. Does the market know something that we don't?

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Read Answer Asked by pietro on March 27, 2018

• BeWhere Holdings Inc. (BEW $0.90)
  • $0.90 Cap: $79M
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Q: Any reason for recent slide.Have 2% position(0.50 p/p,down 27%).Please advise if add,hold or sell.Your thoughts on the company.Thanks for u usual great services & views

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Read Answer Asked by Peter on March 27, 2018

• Global X S&P 500 Index Corporate Class ETF (HXS $88.54)
  • $88.54 Cap: $4.55B
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Q: Hi There,
The government recently eliminated the use of Corporate Class Funds to save taxes.
Do you think the government would also eliminate the use of Swap Based ETF products like Horizon's offers? Have you heard or read of any such rumours?

thanks

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Read Answer Asked by Ian on March 26, 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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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.51)
  • $6.51 P/E (TTM): 20.34X Cap: $703M
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• Evertz Technologies Limited (ET $12.02)
  • $12.02 P/E (TTM): 15.41X Cap: $910M
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Q: Hi 5i - WSP is in your income portfolio and I'm wondering, as it is declining, is it a good time to buy or could you recco another few income stocks instead.
Thx - Doug

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Read Answer Asked by DOUG on March 26, 2018