Investment Q&A

• BMO MSCI USA High Quality Index ETF (ZUQ $91.80)
  • $91.80 P/E (TTM): 79.8X Cap: $1.16B
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• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $162.41)
  • $162.41 P/E (TTM): 98.45X Cap: $2.46B
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• Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH $68.01)
  • $68.01 P/E (TTM): 68.42X Cap: $891M
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Q: What do you think about replacing a combination of VGH and ZQQ with a single holding in ZUQ--you gotta love the sound of "high quality". thanks Gary

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Read Answer Asked by Gary on June 22, 2016

• iShares Russell 2000 Growth ETF (IWO $308.00)
  • $308.00 P/E (TTM): 45.65X Cap: $11.97B
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Q: In addition to 19 specific U.S equities in my portfolio, I would appreciate your opinion on the following which I also own, including comments on any apparent duplication, and suggested additions.
BBH; FEZ; 1WO; SCTY; KRE; XLK; XLF. Thank You.

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Read Answer Asked by Harold on June 22, 2016

• Concordia Healthcare (CXR)
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Q: Will you be covering Concordia Healthcare in the future seeing that it is in the growth portfolio (and there are many questions on it)?

Thanks,
Andrew

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Read Answer Asked by Andrew on June 22, 2016

• Cue Health Inc. (HLTH)
  • Cap: $6M
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Q: I purchased nhc at $4.00 it was at $9.00 went to $3.00 then went to $6.00 and now under $3.00 should I take my hard hit, sell and move on?
Thanks,

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Read Answer Asked by bill on June 22, 2016

• Whistler Blackcomb Holdings Inc. (WB $36.48)
  • $36.48 P/E (TTM): 39.2X
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Q: Could you comment on the latest earnings, and how the value compares to say Vail Resorts in the US. Would this be a good entry point with the stock down from it's high. Thanks.

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Read Answer Asked by eugene on June 22, 2016

• Sun Life Financial Inc. (SLF $82.08)
  • $82.08 P/E (TTM): 14.85X Cap: $46.42B
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• Intact Financial Corporation (IFC $281.01)
  • $281.01 P/E (TTM): 22.62X Cap: $50.25B
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Q: Which of these 2 stocks do you prefer primarily for income but also some stock appreciation.
Thanks

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Read Answer Asked by Nancy on June 22, 2016

• Alimentation Couche-Tard Inc. (ATD $70.71)
  • $70.71 P/E (TTM): 18.74X Cap: $66.65B
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Q: Is there a stock right now that you would recommend more than ATD.B in the consumer sector? I am considering buying more on this dip, unless there is something you like better? Thanks, Neil

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Read Answer Asked by Neil on June 22, 2016

• exactEarth Ltd. (XCT $3.10)
  • $3.10 Cap: $154M
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Q: What are your thoughts on Exact earth going forward --I got this via CDV and wondering if I should dump it ??

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Read Answer Asked by Terry on June 22, 2016

• Stella-Jones Inc. (SJ $78.15)
  • $78.15 P/E (TTM): 12.99X Cap: $4.25B
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Q: Your thoughts on the large drop in rail traffic and how it might effect SJ and future revenue.

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Read Answer Asked by dennis on June 22, 2016

• Vanguard U.S. Total Market Index ETF (VUN $119.69)
  • $119.69 P/E (TTM): 63.32X Cap: $12.69B
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Q: Can I hold VUN in my TFSA without tax implications or do I need to hold it in my non registered account?

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Read Answer Asked by M.S. on June 22, 2016

• Primo Water Corporation (PRMW $37.40)
  • $37.40 P/E (TTM): 15.23X Cap: $5.99B
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Q: Update

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Read Answer Asked by j stuart on June 22, 2016

• Brookfield Business Partners L.P. (BBU.UN $38.44)
  • $38.44 Cap: $7.81B
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Q: Please comment which type of account (non-registered, RRSP or TFSA) would be best suited to hold Brookfield Business Partners). From the prospectus the distribution will be approximately $0.25 per annum (1 %). I currently hold the other Brookfield LP entities (BEP, BIP and BPY) so I am familiar with the issues associated with T-5013 on my tax return.

Please comment whether it's better to hold the TSE listed units (BBU-UN) in Canadian dollars or the NYSE listed units in US dollars.

Thank you for the excellent service.

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Read Answer Asked by Stephen on June 22, 2016

• Parkland Corporation (PKI $38.40)
  • $38.40 P/E (TTM): 22.6X Cap: $6.69B
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Q: Considering purchasing for income and some growth. Could you comment on the high p/e of 46 and the potential going forward.

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Read Answer Asked by Paul on June 21, 2016

• GoldMoney Inc. (XAU $8.90)
  • $8.90 Cap: $112M
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Q: Did anyone at 5I manage to tune in to the XAU conference call yesterday?Were there any revelations that remove speculation risk and confer investment grade status?I, unfortunately missed the call.

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Read Answer Asked by ANDREW on June 21, 2016

• WPT Industrial Real Estate Investment Trust (WIR.U $21.77)
  • $21.77 P/E (TTM): 4.06X Cap: $1.83B
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Q: WPT Ind. Real Estate Investment Trust
I noticed on my RRSP that a non resident tax was applied to my latest interest credit to my account. Are not RRSP's exempt from this charge?

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Read Answer Asked by Ric on June 21, 2016

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,443.88)
  • $2,443.88 P/E (TTM): 8.41X Cap: $52.26B
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Q: Hi Peter and Team!! What are your thoughts on FFH. Is it too pricey to acquire a few stocks? Are there any near future risks to holding the stock? Thank you in advance, Tamara

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Read Answer Asked by Tamara on June 21, 2016

• Richelieu Hardware Ltd. (RCH $37.08)
  • $37.08 P/E (TTM): 23.95X Cap: $1.98B
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Q: Like to get your opinion on this for a long term hold

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Read Answer Asked by Patrick on June 21, 2016

• Spartan Energy Corp. (SPE $6.68)
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• Dominion Lending Centers Inc Com (FCF)
  • P/E (TTM): -105.7X Cap: $119M
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Q: HI. Could you give a update o FCF,MMP & spe.. Thanx in advance CLIFF

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Read Answer Asked by cliff on June 21, 2016

• BMO Equal Weight REITs Index ETF (ZRE $22.55)
  • $22.55 P/E (TTM): 54.28X Cap: $592M
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• iShares S&P/TSX Capped REIT Index ETF (XRE $16.22)
  • $16.22 P/E (TTM): 30.38X Cap: $1.49B
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Q: Like others, I hold a number of REITs, mainly for income. I'm increasingly concerned how the value of these would be effected when Canadian real estate corrects.

I'd like to know how much would you expect the price of REITs (in general, ofcourse) to change if there is a hard landing for real estate in Canada (say a correction of 30%). Perhaps an estimate with respect to Industrial, Commercial and Apartment style REITs.

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Read Answer Asked by Cameron on June 21, 2016

• Weyerhaeuser Company (WY $26.72)
  • $26.72 P/E (TTM): 70.32X Cap: $18.59B
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• Interfor Corporation (IFP $13.05)
  • $13.05 Cap: $650M
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• Western Forest Products Inc. (WEF $12.72)
  • $12.72 Cap: $129M
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Q: With the difficulty getting a new softwood agreement with the U.S. would it be more prudent, at least in the near term, owning a company like WY instead of Canadian lumber stocks at this time? or perhaps owning some WY and either IFP or WEF as well?

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Read Answer Asked by Rudy on June 21, 2016