Investment Q&A

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

Q: Of the following Canadian stocks, which three or four would you consider will provide the lowest total return over the next, say, five years?

BEP.UN, EMA, FTS
IPL, ENB, TRP
BNS, NA, RY, TD
PWF, SLF
CAR.UN, CSH.UN, HR.UN, REI.UN
BCE

Upvote 0

Read Answer Asked by Doug on October 09, 2018

• Alphabet Inc. (GOOG $202.14)
  • $202.14 P/E (TTM): 21.98X Cap: $2.38T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $182.29)
  • $182.29 P/E (TTM): 57.88X Cap: $4.41T
  • View NVDA Profile
  • View Questions on NVDA
• Atlassian Corporation (TEAM $173.40)
  • $173.40 Cap: $44.88B
  • View TEAM Profile
  • View Questions on TEAM
• The Trade Desk Inc. (TTD $54.35)
  • $54.35 P/E (TTM): 109.24X Cap: $43.40B
  • View TTD Profile
  • View Questions on TTD

Q: It appears US tech stocks are falling out of favour recently. Do you see this continuing? If so, what sector do you suggest and if you could suggest a couple stocks. Thanks

Upvote 0

Read Answer Asked by Bruce on October 09, 2018

• iShares Canadian HYBrid Corporate Bond Index ETF (XHB $19.90)
  • $19.90 Cap: $216M
  • View XHB Profile
  • View Questions on XHB
• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.68)
  • $16.68 Cap: $822M
  • View XHY Profile
  • View Questions on XHY

Q: I am down onXHY Would you sell and buy XHB

Upvote 0

Read Answer Asked by Fred on October 09, 2018

• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X Cap: $99M
  • View PTG Profile
  • View Questions on PTG

Q: Any thoughts on why Pivot Technologies dropped 10%+ today? Company specific news, or just the market? Do you see more possible volatility with this stock? Thanks.

Upvote 0

Read Answer Asked by Thomas on October 09, 2018

• Manulife Financial Corporation (MFC $41.46)
  • $41.46 P/E (TTM): 16.23X Cap: $71.23B
  • View MFC Profile
  • View Questions on MFC

Q: The preferreds of various insurance companies are getting whacked with numerous issues hitting yearly lows on Friday, including some not connected with the Mosten lawsuit such as GWO. As a holder of several investment grade issues of these companies it is difficult for me to quantify how large the potential liability could be. Does 5i have any sense of this?

Upvote 0

Read Answer Asked by Jeff on October 09, 2018

• TDG Gold Corp. (TDG $0.66)
  • $0.66 Cap: $119M
  • View TDG Profile
  • View Questions on TDG

Q: Hi,
With Precision drilling buying TDG, how should I go about my TDG shares? Would it stay at $1.98 or would my TDG funds be transferred to PD stock in my brokerage account?

Any advice would be appreciated.

Upvote 0

Read Answer Asked by Sahil on October 09, 2018

• Axis Auto Finance Inc. (AXIS $0.01)
  • View AXIS Profile
  • View Questions on AXIS

Q: Your opinion on this company within the context of what it is?

Upvote 0

Read Answer Asked by Edgar on October 09, 2018

• Parex Resources Inc. (PXT $16.33)
  • $16.33 P/E (TTM): 9.2X Cap: $1.59B
  • View PXT Profile
  • View Questions on PXT
• Gran Tierra Energy Inc. (GTE $5.26)
  • $5.26 Cap: $185M
  • View GTE Profile
  • View Questions on GTE
• Tamarack Valley Energy Ltd. (TVE $5.30)
  • $5.30 P/E (TTM): 11.4X Cap: $2.70B
  • View TVE Profile
  • View Questions on TVE
• Valeura Energy Inc. (VLE $8.27)
  • $8.27 P/E (TTM): 3.01X Cap: $875M
  • View VLE Profile
  • View Questions on VLE

Q: Do you see any 'underappreciated' candidates in the oil/gas industry that might duplicate the 12 month performance of Tamarack Valley?

Upvote 0

Read Answer Asked by Maurice on October 09, 2018

• Martinrea International Inc. (MRE $8.32)
  • $8.32 Cap: $606M
  • View MRE Profile
  • View Questions on MRE

Q: We were expecting a bump in stock after trade deal ,yet dropping,thoughts on why?

Upvote 0

Read Answer Asked by Andrew on October 09, 2018

• Northland Power Inc. (NPI $22.22)
  • $22.22 P/E (TTM): 22.59X Cap: $5.84B
  • View NPI Profile
  • View Questions on NPI
  • View Reports on NPI

Q: I have a question about Northland Power. They have completed a number of large wind projects which should start accreting significant cashflow. Why is the market beating them up so badly?

Upvote 0

Read Answer Asked by Robin on October 09, 2018

• Canfor Pulp Products Inc. (CFX $0.63)
  • $0.63 Cap: $41M
  • View CFX Profile
  • View Questions on CFX

Q: I bought CFX at its peak of 28,00 and now is down to 24. Do you think I should sell or hold on, do you think it will recover
Sue

Upvote 0

Read Answer Asked by Susan and Philip on October 09, 2018

Q: Happy Thanksgiving Peter and Team, with the change last week re: accessability to hedge funds for regular folk, are there any you would recommend ? Also, if one thought that we might be in for a medium - prolonged downturn would that affect your choice ?
Thanks, Paul

Upvote 0

Read Answer Asked by Paul on October 09, 2018

• Dollarama Inc. (DOL $192.51)
  • $192.51 P/E (TTM): 44.29X Cap: $53.51B
  • View DOL Profile
  • View Questions on DOL
• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $159.55)
  • $159.55 P/E (TTM): 17.11X Cap: $9.12B
  • View CTC.A Profile
  • View Questions on CTC.A

Q: Are you still ok with getting back into Dollarama here...? it looks to be in a possible bottom/reverse mode now . Or are there better sector plays .

Upvote 0

Read Answer Asked by Thomas on October 09, 2018

Q: Hi, is today a buying opportunity, or has there been some fundamental news regarding the markets causing this downward momentum? Can you comment please on latest remarks from IMF regarding global financial instability? Thanks

Upvote 0

Read Answer Asked by Dan on October 09, 2018

• Whitecap Resources Inc. (WCP $10.11)
  • $10.11 P/E (TTM): 6.99X Cap: $5.95B
  • View WCP Profile
  • View Questions on WCP

Q: Wcp is sitting around 52 week lows even though the price of oil is rallying. Why is this?
I'm tempted to buy wcp for a bounce off the bottom, as it has done in the past.
Thoughts?

Upvote 0

Read Answer Asked by Curtis on October 09, 2018

Q: do you like this stock or is it just a hyped stock

Upvote 0

Read Answer Asked by cliff on October 09, 2018

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
  • View RHT Profile
  • View Questions on RHT

Q: What are your thoughts on buying RHT at these levels?

Upvote 0

Read Answer Asked by Brady on October 09, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI
• Magna International Inc. (MG $58.03)
  • $58.03 P/E (TTM): 10.53X Cap: $16.77B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Premium Brands Holdings Corporation (PBH $92.20)
  • $92.20 P/E (TTM): 34.8X Cap: $4.06B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: If you were to add or buy any 3 stocks today, what would be your top picks and brief reason why?

Upvote 0

Read Answer Asked by Thomas on October 09, 2018

• Amazon.com Inc. (AMZN $223.01)
  • $223.01 P/E (TTM): 36.21X Cap: $2.37T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOGL $201.37)
  • $201.37 P/E (TTM): 21.89X Cap: $2.37T
  • View GOOGL Profile
  • View Questions on GOOGL
• Microsoft Corporation (MSFT $522.79)
  • $522.79 P/E (TTM): 40.6X Cap: $3.87T
  • View MSFT Profile
  • View Questions on MSFT
• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ

Q: Good morning
In keeping with the theme of fewer positions and more concentrated portfolios (higher weights and fewer names you have mentioned in the past).
Which 5 US stocks would you recommend for a US TFSA and for a US RRSP?
Would these be different since tax treatment for these portfolios are different?
Thanks
Victoria

Upvote 0

Read Answer Asked by Anna on October 09, 2018

• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X Cap: $99M
  • View PTG Profile
  • View Questions on PTG

Q: Why is the market being so unkind to PTG lately, especially today? Is there some news I missed?
John

Upvote 0

Read Answer Asked by John on October 09, 2018