Investment Q&A

• Enbridge Inc. (ENB $64.30)
  • $64.30 P/E (TTM): 24.64X Cap: $140.25B
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• Vermilion Energy Inc. (VET $11.19)
  • $11.19 Cap: $1.71B
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• Superior Plus Corp. (SPB $7.08)
  • $7.08 P/E (TTM): 108.21X Cap: $1.57B
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• Whitecap Resources Inc. (WCP $11.13)
  • $11.13 P/E (TTM): 9.52X Cap: $13.51B
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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)
  • $0.35 Cap: $8M
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• Orvana Minerals Corp. (ORV $2.11)
  • $2.11 Cap: $288M
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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 $167.56)
  • $167.56 P/E (TTM): 27.07X Cap: $27.67B
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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 $128.89)
  • $128.89 P/E (TTM): 34.81X Cap: $51.93B
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• Valero Energy Corporation (VLO $162.71)
  • $162.71 P/E (TTM): 33.12X Cap: $49.62B
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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 $61.57)
  • $61.57 P/E (TTM): 25.02X Cap: $30.30B
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• Lundin Mining Corporation (LUN $28.30)
  • $28.30 Cap: $24.24B
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• North Shore Uranium Ltd. (NSU $0.28)
  • $0.28 Cap: $22M
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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 $25.61)
  • $25.61 P/E (TTM): 18.3X Cap: $4.56B
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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 $127.99)
  • $127.99 P/E (TTM): 10.9X Cap: $218.50B
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• Bank of Nova Scotia (The) (BNS $100.12)
  • $100.12 P/E (TTM): 24.41X Cap: $124.30B
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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 $658.77)
  • $658.77 P/E (TTM): 29.43X Cap: $1.66T
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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)
  • $0.21 Cap: $20M
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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 $31.53)
  • $31.53 P/E (TTM): 4.73X Cap: $29.40B
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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 $30.44)
  • $30.44 P/E (TTM): 24.38X Cap: $4.35B
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• Rapid7 Inc. (RPD $15.49)
  • $15.49 P/E (TTM): 44.74X Cap: $1.01B
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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)
  • $8.80 Cap: $498M
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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

• Mason Resources Inc. (LLG $0.09)
  • $0.09 P/E (TTM): 0.75X Cap: $15M
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Q: I would like to know what your thoughts are on Mason Graphite intrinsic value? Stock is trading at $1.30 and flat lining, with about 47 million in cash and 24% stake in NanoXplore (some analyst have a value of 50 million for NanoXplore). If these figures are some what close, the stock would appear cheap looking into the future. Could this be a time to pick away with small amounts of cash?
Thanks, Barry

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Read Answer Asked by Barry on July 18, 2018

• Alphabet Inc. (GOOGL $307.16)
  • $307.16 P/E (TTM): 29.86X Cap: $3.70T
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Q: what is your current opinion on goog ? I have a small holding but has advanced to 1200 today I am in at 790

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Read Answer Asked by Dale on July 18, 2018

• Parex Resources Inc. (PXT $17.73)
  • $17.73 P/E (TTM): 11.17X Cap: $1.70B
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Q: Could you please provide more information with regards to the company announcement yesterday, “Potential Strategic Repositioning”. Is this a positive for shareholders? The market seemed to like it as the stock was up 2.57% on above average volume.

Thanks for your great service.

Dave.

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Read Answer Asked by David on July 18, 2018

• Open Text Corporation (OTEX $46.06)
  • $46.06 P/E (TTM): 17.53X Cap: $11.60B
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Q: Could you please provide more details with regards to the 120 million tax assessment by the IRS? Is this a concern?

Thanks

Dave.

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Read Answer Asked by David on July 18, 2018

• Intel Corporation (INTC $36.82)
  • $36.82 P/E (TTM): 3628.0X Cap: $161.16B
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Q: I bought Intel some time ago and thought of keeping it for a long time. But it seems to go just one way...down. Is there any competitor to Intel that I should look at instead?
Thanks
Margita

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Read Answer Asked by Margita Elisabet on July 18, 2018

• Siren Nasdaq NexGen Economy ETF (BLCN $24.46)
  • $24.46 P/E (TTM): 12.96X Cap: $38M
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• Reality Shares Nasdaq NexGen Economy China ETF (BCNA $20.83)
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Q: Hi there,
Do you have an opinion on these 2 blockchain ETF's from Reality Shares:
BLCN, BCNA?

Thanks

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Read Answer Asked by Darrin on July 18, 2018

• Covalon Technologies Ltd. (COV $1.71)
  • $1.71 P/E (TTM): 21.62X Cap: $46M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Constellation Software Inc. (CSU $3,375.08)
  • $3,375.08 P/E (TTM): 76.79X Cap: $71.52B
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• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• Kinaxis Inc. (KXS $176.95)
  • $176.95 P/E (TTM): 106.25X Cap: $4.96B
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• Premium Brands Holdings Corporation (PBH $100.90)
  • $100.90 P/E (TTM): 69.05X Cap: $4.50B
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• Savaria Corporation (SIS $22.02)
  • $22.02 P/E (TTM): 25.87X Cap: $1.57B
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Q: Hi. Thanks for all the great advise and suggestions you provide. Please recommend 6 to 8 growth stocks that are diversified if possible for a 10 year timeline.. thank you.

Dexter

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Read Answer Asked by DEXTER on July 18, 2018

• Renaissance Oil Corp. (ROE $0.51)
  • $0.51 Cap: $190M
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Q: Your updated comments appreciated ROE,Renaissance Oil.

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Read Answer Asked by Maurice on July 18, 2018