Investment Q&A

• BCE Inc. (BCE $31.88)
  • $31.88 P/E (TTM): 69.7X Cap: $29.72B
  • View BCE Profile
  • View Questions on BCE

Q: Time to rebalance my portfolio. BCE has increased to almost 7% of my portfolio (4% in RRSP and 3% in Investment accounts). Is this too overweight and should I trim back? Which account, or both, and by how much? Can you suggest another communications/telecom stock to redeploy the funds? I also own Verizon at about a 1% of portfolio holding.

I am primarily a conservative investor, a few years from retirement, with a tilt to growing dividends.

Many thanks!

Upvote 0

Read Answer Asked by Brenda on August 06, 2019

• DocuSign Inc. (DOCU $73.04)
  • $73.04 P/E (TTM): 54.99X Cap: $14.68B
  • View DOCU Profile
  • View Questions on DOCU

Q: What's your view on this company?

Upvote 0

Read Answer Asked by M on August 06, 2019

• goeasy Ltd. 5.75% convertible unsecured subordinated debentures due Jul 31 2022 (GSY.DB $120.00)
  • View GSY.DB Profile
  • View Questions on GSY.DB

Q: What is the likelihood that GSY.DB will be redeemed before maturity assuming that the price of the shares continue to trade above the conversion price? What is the earliest date that the company ca redeem the shares?

Upvote 0

Read Answer Asked by Robert on August 06, 2019

• Constellation Software Inc. (CSU $3,584.85)
  • $3,584.85 P/E (TTM): 89.98X Cap: $75.96B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: comments please on the latest quarter? Thx

Upvote 0

Read Answer Asked by blake on August 06, 2019

• iShares Core Canadian Universe Bond Index ETF (XBB $28.58)
  • $28.58 Cap: $8.84B
  • View XBB Profile
  • View Questions on XBB
• iShares Core Canadian Long Term Bond Index ETF (XLB $19.16)
  • $19.16 Cap: $887M
  • View XLB Profile
  • View Questions on XLB
• Purpose High Interest Savings Fund (PSA $50.02)
  • $50.02 Cap: $3.26B
  • View PSA Profile
  • View Questions on PSA

Q: Hi 5i,
I am looking for your advice on what to buy for a new TFSA (full $63,500 deposit) at this time. The funds in this account will be required in the next 3 to 5 years. Income and growth are the objectives, within the requirement to preserve capital. Would you allocate your recommendations equally or ? Thanks!

Upvote 0

Read Answer Asked by Heather on August 06, 2019

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: i want to watch the portfolio analytics webinar. there does not seem to be a link anywhere on your website. where can i access it

Upvote 0

Read Answer Asked by audrey on August 06, 2019

• Vanguard S&P 500 ETF (VOO $628.27)
  • $628.27 P/E (TTM): 27.51X Cap: $684.21B
  • View VOO Profile
  • View Questions on VOO

Q: Would you buy the S&P 500 on this dip? Seems like a buying opportunity to me just curious what your thoughts are. Cheers

Upvote 0

Read Answer Asked by Andrew on August 06, 2019

• Align Technology Inc. (ALGN $138.53)
  • $138.53 P/E (TTM): 23.21X Cap: $10.04B
  • View ALGN Profile
  • View Questions on ALGN

Q: Can you tell me what is going on with this company and is it a buy at its current price?

thanks

Upvote 0

Read Answer Asked by Dave on August 03, 2019

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ

Q: Square down 15% this morning. Comments please!

Upvote 0

Read Answer Asked by Michael on August 02, 2019

• Restaurant Brands International Inc. (QSR $92.48)
  • $92.48 P/E (TTM): 23.46X Cap: $42.21B
  • View QSR Profile
  • View Questions on QSR
• Kinaxis Inc. (KXS $170.36)
  • $170.36 P/E (TTM): 140.91X Cap: $4.81B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Comments on their respective results please

Sheldon

Upvote 0

Read Answer Asked by Sheldon on August 02, 2019

• BMO S&P 500 Index ETF (ZSP $105.43)
  • $105.43 P/E (TTM): 26.73X Cap: $21.03B
  • View ZSP Profile
  • View Questions on ZSP
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.28)
  • $103.28 Cap: $2.25B
  • View VGG Profile
  • View Questions on VGG
• Vanguard U.S. Total Market Index ETF (VUN $128.34)
  • $128.34 P/E (TTM): 26.28X Cap: $14.33B
  • View VUN Profile
  • View Questions on VUN
• Vanguard Dividend Appreciation FTF (VIG $215.97)
  • $215.97 P/E (TTM): 24.54X Cap: $91.70B
  • View VIG Profile
  • View Questions on VIG
• SPDR S&P 500 ETF Trust (SPY $683.34)
  • $683.34 P/E (TTM): 27.29X Cap: $694.57B
  • View SPY Profile
  • View Questions on SPY
• Vanguard Total Stock Market ETF (VTI $335.80)
  • $335.80 P/E (TTM): 26.9X Cap: $499.08B
  • View VTI Profile
  • View Questions on VTI

Q: I would appreciate your recommendations for the most tax-efficient ETF's for US equities in non-registered , RSP & TFSA accounts .
Thank you.

Upvote 0

Read Answer Asked by David on August 02, 2019

• iShares Japan Fundamental Index ETF (CAD-Hedged) Common Class (CJP $14.39)
  • $14.39 P/E (TTM): 0.06X
  • View CJP Profile
  • View Questions on CJP
• iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN $41.83)
  • $41.83 P/E (TTM): 11.96X Cap: $1.59B
  • View XIN Profile
  • View Questions on XIN
• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $42.72)
  • $42.72 P/E (TTM): 0.19X Cap: $7.33B
  • View VIU Profile
  • View Questions on VIU
• Vanguard FTSE Developed Europe All Cap Index ETF (VE $43.49)
  • $43.49 P/E (TTM): 8.4X Cap: $473M
  • View VE Profile
  • View Questions on VE

Q: I bought these ETF's a couple of years ago for diversification purposes. They have not performed well and I am wondering if I should keep them or move on and forget about diversifying outside of North America. I do not like exchange risk.

Upvote 0

Read Answer Asked by stephen on August 02, 2019

• Gatekeeper Systems Inc. (GSI $2.53)
  • $2.53 Cap: $262M
  • View GSI Profile
  • View Questions on GSI

Q: I would appreciate you updating your opinion of this microcap company. I'm considering taking a small position in it. Thanks.

Upvote 0

Read Answer Asked by Earl on August 02, 2019

• Vanguard Balanced ETF Portfolio (VBAL $37.09)
  • $37.09 P/E (TTM): 1.07X Cap: $4.18B
  • View VBAL Profile
  • View Questions on VBAL

Q: For a retiree, does it make sense to invest all in VBAL or might you supplement VBAL with some additional ETFs along with some individual income/growth stocks?

Thanks
Bryan

Upvote 0

Read Answer Asked by BRYAN on August 02, 2019

• Johnson & Johnson (JNJ $186.26)
  • $186.26 P/E (TTM): 18.23X Cap: $448.57B
  • View JNJ Profile
  • View Questions on JNJ
• Extendicare Inc. (EXE $16.31)
  • $16.31 P/E (TTM): 16.57X Cap: $1.36B
  • View EXE Profile
  • View Questions on EXE
  • View Reports on EXE
• Medical Facilities Corporation (DR $14.44)
  • $14.44 P/E (TTM): 2.98X Cap: $272M
  • View DR Profile
  • View Questions on DR
• Sienna Senior Living Inc. (SIA $19.10)
  • $19.10 P/E (TTM): 47.85X Cap: $1.76B
  • View SIA Profile
  • View Questions on SIA

Q: Hi Peter & Ryan, I’m very light in the healthcare sector after recently selling JNJ. I rely on dividends to supplement my pension income and was looking at DR:CA, EXE:CA and SIA:CA. Can you please comment on each of these, quality of the companies, management, safety of the dividend etc. Feel free to suggest other names not listed Canadian or US. Dividend payers preferred. ( I already hold csh.un and used to own sis). Thanks. Mario

Upvote 0

Read Answer Asked by Mario on August 02, 2019

• Parex Resources Inc. (PXT $18.59)
  • $18.59 P/E (TTM): 10.08X Cap: $1.81B
  • View PXT Profile
  • View Questions on PXT

Q: Can you please comment on Parex earnings,

Upvote 0

Read Answer Asked by Bruce on August 02, 2019

• Savaria Corporation (SIS $22.13)
  • $22.13 P/E (TTM): 28.58X Cap: $1.58B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: the price action is horrible and no end in sight - what is your advice when looking at a switch to a positive momentum such as LSPD-

Upvote 0

Read Answer Asked by Scott on August 02, 2019

• Open Text Corporation (OTEX $53.64)
  • $53.64 P/E (TTM): 23.27X Cap: $13.68B
  • View OTEX Profile
  • View Questions on OTEX

Q: Comment on earnings please

Upvote 0

Read Answer Asked by Justin on August 02, 2019

• Amplify Video Game Leaders ETF (GAMR $98.62)
  • $98.62 P/E (TTM): 13.88X Cap: $51M
  • View GAMR Profile
  • View Questions on GAMR

Q: Hello and thank you. I’d like to add some exposure to video gaming in my portfolio. Would you have any concerns starting a new 5% position in GAMR at this point for a 10 plus year hold? This would keep my tech targets within limits I’m comfortable with.

Upvote 0

Read Answer Asked by Elissa on August 02, 2019

• Exco Technologies Limited (XTC $6.57)
  • $6.57 P/E (TTM): 10.55X Cap: $251M
  • View XTC Profile
  • View Questions on XTC
  • View Reports on XTC

Q: What is your view of this company currently? I know they miss their numbers at least half the time should we be expecting this again today after they report? I currently have 1000 shares and I am down about 35% would you average down? I like the dividend and this holding sits in an RRSP account with a long time horizon. Thanks as always.

Upvote 0

Read Answer Asked by Kolbi on August 02, 2019