Investment Q&A

• iShares U.S. Medical Devices ETF (IHI $59.15)
  • $59.15 P/E (TTM): 30.04X Cap: $3.60B
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• State Street SPDR S&P Health Care Equipment ETF (XHE $86.77)
  • $86.77 P/E (TTM): 28.38X Cap: $143M
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Q: Do you now of an ETF which covers medical supplies/equipment/ devices and not drugs? Thanks

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Read Answer Asked by gary on July 18, 2018

• Mastercard Incorporated (MA $522.56)
  • $522.56 P/E (TTM): 31.96X Cap: $463.97B
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• Visa Inc. (V $320.39)
  • $320.39 P/E (TTM): 30.08X Cap: $613.69B
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Q: I noted Visa is in Business Services industry (software and programming) whereas MasterCard is listed in Financial Services. Shares for Visa currently lower than MasterCard. Going forward which of the two would be better value investment and why? I am thinking it is Visa but would appreciate your input.

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Read Answer Asked by Elizabeth on July 18, 2018

• Turtle Beach Corporation (HEAR)
  • Cap: $351M
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Q: Are you familiar with HEAR. If so, can I have your thoughts on it and would you consider it a buy now. Thanks

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Read Answer Asked by Bruce on July 18, 2018

• Becker Milk Company Ltd. (The) Non-Voting Part. Class B Special (BEK.B $12.94)
  • $12.94 P/E (TTM): 10.87X Cap: $23M
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Q: Management released financials and did a management analysis on Sedar. Could I get your opinion on the analysis going forward. The company seems to be building up a large cash position with selling their properties. Thank you.

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Read Answer Asked by David on July 18, 2018

• AutoCanada Inc. (ACQ $28.05)
  • $28.05 P/E (TTM): 18.55X Cap: $653M
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Q: Hello
Can you see how much stock or debt ClearWater Captital Management own of ACQ?

An online search suggest they were involved Canexsus selling itself. In this case did Clearwater create shareholder value?

Can you guess a possible scenario here?

Thank you
Stephane

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Read Answer Asked by Stephane on July 18, 2018

• Recipe Unlimited Corporation Subordinate Voting Shares (RECP $20.74)
  • $20.74 P/E (TTM): 16.3X
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Q: I can't find Cara operations limited (CARA.TO) any more. Does the company changed name? If yes, what is the new name, and what is your outlook of the company in terms of future growth as well as their current financial situation, is a buy or hold?

Thanks,

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Read Answer Asked by Lin on July 18, 2018

Q: What the best paying and reliable GIC to place in a Tax Free Savings Account?

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Read Answer Asked by Gordon on July 18, 2018

Q: What percentage of equity holdings in an RRSP would you allocate to REITS ? Joe

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Read Answer Asked by Joseph on July 18, 2018

• Enbridge Inc. (ENB $70.71)
  • $70.71 P/E (TTM): 26.66X Cap: $154.15B
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• Vermilion Energy Inc. (VET $14.51)
  • $14.51 Cap: $2.21B
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• Superior Plus Corp. (SPB $6.44)
  • $6.44 P/E (TTM): 120.15X Cap: $1.77B
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• Whitecap Resources Inc. (WCP $13.63)
  • $13.63 P/E (TTM): 11.62X Cap: $16.71B
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Q: Hi team,
I hold these 4 stocks in my portfolio for my energy sector. Is this too much and if so, which one should I dump? All 4 total about 8% of my portfolio.
Thanks

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Read Answer Asked by Rob on July 18, 2018

• Delphi Energy Corp. (DEE $0.35)
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• Orvana Minerals Corp. (ORV $1.67)
  • $1.67 Cap: $230M
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Q: Could I have your thoughts on DEE an ORV going forward.
Thanks.

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Read Answer Asked by Peter on July 18, 2018

• Vanguard S&P 500 Index ETF (VFV $167.39)
  • $167.39 P/E (TTM): 26.01X Cap: $28.33B
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Q: Can you offer investment ideas regarding: 1) $5,000 in an RESP (5 month old child) and 2). $5,000 in TFSA (30 year old mom)
Thanks

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Read Answer Asked by BRYAN on July 18, 2018

• Phillips 66 (PSX $155.43)
  • $155.43 P/E (TTM): 42.43X Cap: $62.61B
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• Valero Energy Corporation (VLO $200.44)
  • $200.44 P/E (TTM): 40.79X Cap: $60.83B
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Q: I own both of the above and have done well over the 5 month holding period. Both stocks have slipped recently and I am wondering if you would consider keeping both or move on other pastures. Thank you.

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Read Answer Asked by Maureen on July 18, 2018

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $80.37)
  • $80.37 P/E (TTM): 32.65X Cap: $39.69B
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• Lundin Mining Corporation (LUN $39.04)
  • $39.04 Cap: $30.54B
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• North Shore Uranium Ltd. (NSU $0.25)
  • $0.25 Cap: $19M
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Q: In the industrial metals space I have LUN (0.45% of portfolio) and Teck.B (2.73%). I am thinking of increasing my exposure. Which of these two would you prefer; or is there something else.
Thanks as always.
Ian

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Read Answer Asked by Ian on July 18, 2018

• SmartCentres Real Estate Investment Trust (SRU.UN $27.72)
  • $27.72 P/E (TTM): 19.65X Cap: $4.93B
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Q: Hello.

I own Smart Real Estate Investment Trust and I am wondering if I should hold or sell it. I had bought it, when it was called Calloway, since 2008. Dividends have been reinvested since my first purchase.

Since bricks and mortar retail stores are under pressure and interest rates are rising, should I sell SRU.UN or keep on holding it? I am interested in capital growth with some income, but if the prospects for SRU.UN are not good, I prefer to sell it even though it pays out a good dividend.

Thank you.

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Read Answer Asked by Marc on July 18, 2018

• Toronto-Dominion Bank (The) (TD $131.76)
  • $131.76 P/E (TTM): 11.25X Cap: $224.10B
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• Bank of Nova Scotia (The) (BNS $105.07)
  • $105.07 P/E (TTM): 25.56X Cap: $129.54B
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Q: I am low on financials, I have some BNS, and TD. I would like to buy more bank stocks, I like the dividends, but would like some growth. Should I add to the ones I have or buy another one, maybe RY or CM.
Your thoughts please. Thanks for all the information I have received over the years. Keep up the good work!

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Read Answer Asked by Shirley on July 18, 2018

• Meta Platforms Inc. (META $656.86)
  • $656.86 P/E (TTM): 27.38X Cap: $1.63T
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Q: Facebook reports in a week - Any guess about earnings?? Thanks Jim

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Read Answer Asked by jim on July 18, 2018

• Trevali Mining Corporation (TV $0.21)
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Q: In answer to Mohammed's question yesterday about 10 - 15 top solid small cap stocks, you listed TV under materials. I have done well with your recommendations, especially in the small cap sector. This is the first I have noticed you recommending TV as a top small cap stock. Can you explain your thesis on this company please. Thanks for your great service.

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Read Answer Asked by Grant on July 18, 2018

• BCE Inc. (BCE $34.98)
  • $34.98 P/E (TTM): 5.29X Cap: $32.64B
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Q: My family has inherited a quantity of BCE shares. They are physical paper shares, legal, not held in an on line brokerage. They are currently part of the estate. We are being quoted horrendous fees by the bank/ third party agency to sell them. Do you have any suggestions on how we can sell these shares at a reasonable cost. Would BCE buy them back directly?
Thanks , Brenda

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Read Answer Asked by Brenda on July 18, 2018

• Box Inc. Class A (BOX $22.83)
  • $22.83 P/E (TTM): 18.37X Cap: $3.25B
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• Rapid7 Inc. (RPD $7.03)
  • $7.03 P/E (TTM): 20.4X Cap: $464M
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Q: Are these two companies similar and if not, which one would you choose for growth. Or could both be owned at a 2% weighing?

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Read Answer Asked by Helen on July 18, 2018

• Crius Energy Trust (KWH.UN $8.80)
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Q: Could you explain why the stock has come of so much. What do think of this company as a dividend investment. They have stopped growing the dividend will this come back? What is your prospective for the company.

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Read Answer Asked by Mike on July 18, 2018