Investment Q&A

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.96)
  • $242.96 P/E (TTM): 97.75X Cap: $315.69B
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• Evertz Technologies Limited (ET $12.66)
  • $12.66 P/E (TTM): 16.02X Cap: $954M
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Q: Your PA has recommended reducing my Tech holdings and increasing my US and International allocation. I would like to reduce Tech by about 1/3 and use those proceeds for purchasing VUN and XEF. VUN appears to have about a 20% tech component, so I would need to reduce more than the 1/3 of my current holdings to offset that VUN tech portion. Your recommendations on which equities I should trim/eliminate would be very helpful in trying to sort this out !! Many thanks, as always.

Current Tech % holdings in RSP/TFSA/ UnReg accounts are approx:
ENGH 2.5%
KXS 3.5 %
OTEX 3..5 %
SHOP 3.5%
SYZ 3.8%
PHO 1.3%
and in RIFs - for yield:
AB 3%
ET 1.8%

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Read Answer Asked by Alexandra on May 07, 2019

Q: I wonder if you have any info or insight on this company.
Thanks
Bob

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Read Answer Asked by Robert on May 07, 2019

• Fluidigm Corporation (FLDM)
  • P/E (TTM): -4.8X Cap: $277M
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Q: Could you please comment on Fluidigm?

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Read Answer Asked by Mary on May 07, 2019

Q: what could you tell me about this company. OILS

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Read Answer Asked by frederick on May 07, 2019

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $64.27)
  • $64.27 P/E (TTM): 35.55X Cap: $4.30B
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• iShares Expanded Tech-Software Sector ETF (IGV $115.70)
  • $115.70 P/E (TTM): 49.56X Cap: $10.10B
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Q: Hi,

I heard somewhere about an EFT that reflected the S&P 500 Internet technology Index, but I can't seem to find it. Do you know of an EFT like this? Maybe it would be similar to the Nasdaq 100? Not sure...

Thanks,

John

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Read Answer Asked by John on May 07, 2019

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: Your comment on the attached Bloomberg news item, please. GC took a near 8% 'hit' today. This skiers mi.
https://www.bnnbloomberg.ca/great-canadian-gaming-profit-hit-by-money-laundering-crackdown-1.1254474

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Read Answer Asked by RANDALL on May 07, 2019

• Lyft Inc. (LYFT $20.95)
  • $20.95 P/E (TTM): 85.25X Cap: $8.51B
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Q: I thought that other members would find this article about ride sharing in other jurisdictions interesting considering all the recent ridesharing IPOs.

https://www.nytimes.com/2019/05/05/technology/ride-sharing-future-electric-motorbikes.html

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Read Answer Asked by Mark on May 07, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.96)
  • $242.96 P/E (TTM): 97.75X Cap: $315.69B
  • View SHOP Profile
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Q: Peter and Team:
I have done very well on SHOP (500%) and it now consists of almost 10% of my portfolio. I do not want to sell a winner, but was wondering if I should trim bit, put a stop loss order on it or ride the wave?
What are your concerns with "stops" in general.

Thanks
Phil

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Read Answer Asked by Phil on May 07, 2019

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: Latest Q is ok with a Rev.beat & EPS miss.But stock is down sharply($3.83) to $45.01. Missed EPS the last 2 Qs & dropped from $56.32 high in early March.Please comment.Thanks for u usual great services & views.

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Read Answer Asked by Peter on May 07, 2019

• Amplify Alternative Harvest ETF (MJ $31.64)
  • $31.64 P/E (TTM): 22.01X Cap: $170M
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• Horizons US Marijuana ETF (HMUS)
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Q: Hi Peter, I made some money pre-legalization on Hexo but I have been out of pot stocks complely. I am looking for a half position in US based ETF on US pot companies for both growth and safety. Thanks again for your outstanding work. Geoff

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Read Answer Asked by Geoff on May 06, 2019

• The Boeing Company (BA $204.55)
  • $204.55 Cap: $155.47B
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Q: I wish to buy some more Boeing. Read recent Q&A. Once future earnings are released and presumably less than past, and future litigation issues and costs, is it reasonable to expect prices below the current support level of $370?

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Read Answer Asked by Bob on May 06, 2019

• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
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Q: Is this company a buy at current price as it plans to convert to a REIT this year? Thank you Jack.

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Read Answer Asked by Jack on May 06, 2019

• TELUS Corporation (T $20.50)
  • $20.50 P/E (TTM): 32.05X Cap: $31.46B
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Q: Has flatlined of late. Is there any upside for Telus in the near future

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Read Answer Asked by Gigi on May 06, 2019

• Suncor Energy Inc. (SU $55.68)
  • $55.68 P/E (TTM): 11.98X Cap: $67.55B
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Q: Results appears to be good,but dropped sharply afterwards.Is it due to sharp drop in oil price along with fall in N.Amercian markets?Any other news? It is prudent to add to my 2% position($42.59 p/p) Thanks for u usual great services & opinions

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Read Answer Asked by Peter on May 06, 2019

• Canaccord Genuity Group Inc. (CF $11.77)
  • $11.77 Cap: $1.20B
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Q: Hello,
Do you know why CF stock price is at near 52 weeks low? Is it worth holding this stock?
Thanks
Victor

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Read Answer Asked by Victor on May 06, 2019

• NFI Group Inc. (NFI $14.28)
  • $14.28 Cap: $1.70B
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• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
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Q: I've own these 3 stocks, in your opinion, do you see these stocks providing some good upside over the next 6-12 months.

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Read Answer Asked by John on May 06, 2019

• Corning Incorporated (GLW $87.50)
  • $87.50 P/E (TTM): 56.38X Cap: $75.01B
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• Silicon Motion Technology Corporation (SIMO $97.66)
  • $97.66 P/E (TTM): 37.02X Cap: $3.41B
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• Cadence Design Systems Inc. (CDNS $335.41)
  • $335.41 P/E (TTM): 87.52X Cap: $91.29B
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Q: How would you order these in terms of potential growth?

Thanks,
Milan

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Read Answer Asked by Milan on May 06, 2019

• Morguard Corporation (MRC $115.01)
  • $115.01 P/E (TTM): 6.59X Cap: $1.23B
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Q: I read the report that you just published on MRC and am very intrigued.

What strategies are available to Morguard in order for their stock price to realize their NAV or book value?

Do you see them taking any of these actions in order unlock their value?

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Read Answer Asked by Stewart on May 06, 2019

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.18)
  • $38.18 P/E (TTM): 77.14X Cap: $6.04B
  • View CAR.UN Profile
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• Chartwell Retirement Residences (CSH.UN $20.83)
  • $20.83 P/E (TTM): 93.95X Cap: $6.06B
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• InterRent Real Estate Investment Trust (IIP.UN $13.38)
  • $13.38 Cap: $1.86B
  • View IIP.UN Profile
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.10)
  • $12.10 P/E (TTM): 25.19X Cap: $3.53B
  • View DIR.UN Profile
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Q: Which Canadian reits are worth buying now. Thank you rose

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Read Answer Asked by Rose on May 06, 2019

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.18)
  • $38.18 P/E (TTM): 77.14X Cap: $6.04B
  • View CAR.UN Profile
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Q: Can you suggest a few reits to buy now that are stable and worth owning? Thank you rose

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Read Answer Asked by Rose on May 06, 2019