Investment Q&A

• Watsco Inc. (WSO $358.36)
  • $358.36 P/E (TTM): 28.16X Cap: $14.53B
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Q: Your thoughts please. Ernie

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Read Answer Asked by Ernie on May 07, 2019

• Osisko Metals Incorporated (OM $0.54)
  • $0.54 Cap: $329M
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Q: Your opinion on this junior miner? Thank you Jack.

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Read Answer Asked by Jack on May 07, 2019

• Toromont Industries Ltd. (TIH $157.45)
  • $157.45 P/E (TTM): 26.82X Cap: $12.79B
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Q: Sorry I missed the other answer no need to answer my question, Bryan

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Read Answer Asked by Bryan on May 07, 2019

• Strathcona Resources Ltd. (SCR $36.72)
  • $36.72 P/E (TTM): 10.95X Cap: $7.86B
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Q: Could you give me an update on the SCR... thanking you in advance and for all you provide Ryan.going to renew today.. thanx Cliff

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Read Answer Asked by cliff on May 07, 2019

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Why Alteryx dropped this much today?

Thanks,
Milan

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Read Answer Asked by Milan on May 07, 2019

• BetaPro S&P 500 VIX Short-Term Futures ETF (HUV)
  • Cap: $15M
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Q: What is the down side risk here? It seems to be at an all time low and the market volatility index also seems at a record low. Thank you Jack.

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Read Answer Asked by Jack on May 07, 2019

• Cenovus Energy Inc. (CVE $23.47)
  • $23.47 P/E (TTM): 16.76X Cap: $42.77B
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Q: Cenovus. What is your opinion. is it a value trap? is the company resilient enough to wait for a turnaround should i switched to a better prospect. in a registered account.. Thank you.

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Read Answer Asked by francois on May 07, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 100.1X Cap: $315.68B
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• Evertz Technologies Limited (ET $12.58)
  • $12.58 P/E (TTM): 15.41X Cap: $948M
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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 $63.65)
  • $63.65 P/E (TTM): 35.55X Cap: $4.27B
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• iShares Expanded Tech-Software Sector ETF (IGV $113.97)
  • $113.97 P/E (TTM): 47.26X Cap: $9.85B
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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 $19.75)
  • $19.75 P/E (TTM): 83.42X Cap: $8.02B
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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 $242.95)
  • $242.95 P/E (TTM): 100.1X Cap: $315.68B
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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 $31.53)
  • $31.53 P/E (TTM): 22.22X Cap: $182M
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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 $200.08)
  • $200.08 Cap: $152.07B
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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 $20.62)
  • $20.62 P/E (TTM): 32.14X Cap: $31.65B
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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