Investment Q&A

• West Fraser Timber Co. Ltd. (WFT)
  • P/E (TTM): 15.3X Cap: $5.62B
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• Western Forest Products Inc. (WEF $11.70)
  • $11.70 Cap: $125M
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• Acadian Timber Corp. (ADN $14.13)
  • $14.13 P/E (TTM): 17.27X Cap: $262M
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Q: I noticed that WFT reported good results today. Would this be a good time to invest in a Canadian lumber company? Which companies do you like and why?

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Read Answer Asked by christianne on October 25, 2016

• Constellation Software Inc. (CSU $3,584.85)
  • $3,584.85 P/E (TTM): 89.98X Cap: $78.21B
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Q: CSU seems to be struggling quite a bit recently. Is there something unusual going on ?

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Read Answer Asked by Serge on October 25, 2016

• Gilead Sciences Inc. (GILD $122.05)
  • $122.05 P/E (TTM): 23.82X Cap: $148.63B
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Q: Hi Peter
What do you think about buying back GILD now, or waiting until after the election in USA?
Margita

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Read Answer Asked by Margita Elisabet on October 25, 2016

• Bank of Nova Scotia (The) (BNS $92.36)
  • $92.36 P/E (TTM): 17.69X Cap: $114.21B
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Q: Re Stan's question on Scotiabank's website the following is a link to their "Investors & Shareholders page:

http://www.scotiabank.com/ca/en/0,,915,00.html

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Read Answer Asked by Scot on October 25, 2016

• Miscellaneous (MISC)
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Q: Hi guys,

Quick question: if I have a $500,000 portfolio with $400,000 in equities and $100,000 in bonds. I have a $25,000 position in TD, is it considered a 5% position when compared to the portfolio as a whole or a 6.25% position when compared to the equity portion? I presume it's a 5% position but I just wanted to verify.

Jason

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Read Answer Asked by Jason on October 25, 2016

• The Walt Disney Company (DIS $112.12)
  • $112.12 P/E (TTM): 17.62X Cap: $202.48B
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Q: HI
Is it a good time to buy more DIS as they are down.
DOl is expensive but seems to have still room to grow.
Regards
Margita

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Read Answer Asked by Margita Elisabet on October 25, 2016

• Bank of Nova Scotia (The) (BNS $92.36)
  • $92.36 P/E (TTM): 17.69X Cap: $114.21B
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Q: Hi Peter I find bns website hard to navigate for investors I cant seem to find investor news ie div dates ect
Regards Stan

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Read Answer Asked by Stan on October 25, 2016

• Diversified Royalty Corp. (DIV $3.50)
  • $3.50 P/E (TTM): 21.56X Cap: $585M
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Q: Just wondering what your comments are on the overall company of DIV and how safe do you think the dividend is? Also on October 4th there was a press release. In the press release it stated

"The Corporation will be holding a Special Meeting of shareholders to consider and, if thought advisable, to pass a special resolution to approve the reduction of the stated capital of the Corporation’s common shares to $200.0 million."

What does that exactly mean and is it positive, negative or neither towards the share price?

Thanks

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Read Answer Asked by Jimmy on October 25, 2016

• Pipestone Energy Corp. (BBI)
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Q: Please,your latest thoughts on Blackbird Energy.Thanks

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Read Answer Asked by Maurice on October 25, 2016

• Paramount Resources Ltd. Class A Common Shares (POU $23.32)
  • $23.32 P/E (TTM): 2.3X Cap: $3.29B
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Q: Current thoughts on valuation and prospects.

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Read Answer Asked by Rob on October 25, 2016

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: Could you please explain to me why this stock has underperformed companies such as mst.un and ruf.un, are they not in more or less the same real estate business, and when interest rates go up, will it hurt these stocks to any degree?

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Read Answer Asked by eugene on October 25, 2016

• BMO Equal Weight Banks Index ETF (ZEB $53.86)
  • $53.86 P/E (TTM): 11.77X Cap: $4.54B
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• iShares Equal Weight Banc & Lifeco ETF (CEW $25.50)
  • $25.50 P/E (TTM): 9.79X Cap: $294M
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Q: Hi: can you name your top three financial etf's for long term hold.

Thanks

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Read Answer Asked by Valdis on October 25, 2016

• Ithaca Energy Inc. (IAE $1.95)
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Q: Thank you for your very rapid response to my question of 23/10/16. I am very interested in your mention of IAE as a "highly leveraged oil bet" since I believe all their holdings are in the North Sea area notwithstanding their 329% increase since January this year. Isn't this whole area subject to much higher drilling & overhead costs then the general oil market?

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Read Answer Asked by Robert on October 25, 2016

• Husky Energy Inc. (HSE $6.76)
  • $6.76 Cap: $6.79B
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• Power Corporation of Canada Subordinate Voting Shares (POW $66.30)
  • $66.30 P/E (TTM): 15.53X Cap: $42.13B
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• Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B $0.07)
  • $0.07 Cap: $18M
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• Freehold Royalties Ltd. (FRU $14.14)
  • $14.14 P/E (TTM): 18.43X Cap: $2.32B
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Q: The above are 4 lagers in my RRSP, on average down by 30%. I have a 5 year time frame to get at least the 30% back which represents $26000.00
I would like your input on a stock or stocks that could help me achieve that goal
As usual thanks for the great info because of your help my TFSA is in excellent shape

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Read Answer Asked by James on October 25, 2016

• Balanced Equity Portfolio (BEPORT)
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Q: I own a little more than half the stocks in your balanced portfolio. Would it be possible to list which of these twenty names you consider better than the others? For example, if you were forced to cut half the names, what would be left based solely on the merits of each individual stock?

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Read Answer Asked by John on October 25, 2016

• Restaurant Brands International Inc. (QSR $92.48)
  • $92.48 P/E (TTM): 23.46X Cap: $41.97B
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Q: Hi Peter and team. Could you please comment on latest earnings and your overall thoughts on the company. Thanks.

Ken

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Read Answer Asked by Ken on October 25, 2016

• Restaurant Brands International Inc. (QSR $92.48)
  • $92.48 P/E (TTM): 23.46X Cap: $41.97B
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• Peyto Exploration & Development Corp. (PEY $20.72)
  • $20.72 P/E (TTM): 12.38X Cap: $4.08B
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Q: Hi,

What are your thoughts on today's hit to QSR & the results? Is this a buying opportunity or a warning? My portfolio distribution lies somewhere between your balanced & income portfolios.

Thx, Gord.

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Read Answer Asked by Gordon on October 25, 2016

• Twitter Inc. (TWTR)
  • Cap: $41.09B
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Q: I know you specialize in Canadian companies, but do you like Twitter TWTR or MDTmedtronic ? growth and a year timeline. Please suggest another choice if better as I have some US money I want to invest. Helen

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Read Answer Asked by Helen on October 25, 2016

• BMO Covered Call Canadian Banks ETF (ZWB $23.45)
  • $23.45 P/E (TTM): 11.56X
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Q: Bonjour, I own ZWB. Is it a good idea to also own individual banks such as RBC, TD, etc?
Merci
Ronald

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Read Answer Asked by Ronald on October 25, 2016

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.53)
  • $46.53 P/E (TTM): 5.86X Cap: $3.19B
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Q: What equity investments do you like in the category of emerging markets?

Thanks

Paul

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Read Answer Asked by paul on October 25, 2016