Investment Q&A

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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• Peyto Exploration & Development Corp. (PEY $18.40)
  • $18.40 P/E (TTM): 11.05X Cap: $3.67B
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Q: Good morning, my energy exposure CPG,SU,WCP,IPL.Thinking of selling CPG and buying PEY giving my portfolio gas exposure and almost double the dividend.TD,Royal and Scotia have a target of around 45$ for PEY which is a very nice upside.Still like it ?Or would VET be better/safer ?
I started looking in deeper at the metrics, so many ! Which ones do you consider most to base your preference on a stock. Noticed that RRX has a very high netback, low debt.

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Read Answer Asked by Denis on February 10, 2017

• NVIDIA Corporation (NVDA $177.33)
  • $177.33 P/E (TTM): 54.29X Cap: $4.30T
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Q: Good morning team. What do you think of NVDA quarterly results last night (Thursday)? My holding has grown to 3.5%. The after hours market looks neutral. I'm not sure why. Much thanks for all you do.

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Read Answer Asked by El-ann on February 10, 2017

• Miscellaneous (MISC)
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Q: Hi,
I have MCD,RDS.A and VOD in my RRSP account which pays dividend in USD. Ideally I would have liked DRIP for these stocks. Please can you suggest any low cost US/Global ex canada mutual fund I can use to invest the dividends.(I get 300/400 USD Quarterly and do not want to spend $10 commission for buying the stocks/ETF.

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Read Answer Asked by manish on February 10, 2017

• iShares S&P/TSX Capped Energy Index ETF (XEG $18.21)
  • $18.21 P/E (TTM): 37.53X Cap: $1.59B
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• iShares S&P/TSX Capped Materials Index ETF (XMA $33.99)
  • $33.99 P/E (TTM): 2.15X Cap: $294M
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Q: Hello 5i, For exposure to the energy and material sectors while maintaining a decent yield, I was wondering if I could sell XEG and XMA and replace them with OXF and MXF. Thanks.

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Read Answer Asked by Jean-Bernard on February 10, 2017

• Vanguard Dividend Appreciation FTF (VIG $214.63)
  • $214.63 P/E (TTM): 24.05X Cap: $92.56B
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• SPDR S&P 500 ETF Trust (SPY $652.21)
  • $652.21 P/E (TTM): 82.05X Cap: $658.41B
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Q: I have a well diversified Canadian portfolio. I would like to have coverage of the US market with one or two etf's. Can you suggest any that would give me a broad selection of US stocks.
Many thanks Dorothy

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Read Answer Asked by Dorothy on February 10, 2017

• BMO Covered Call Utilities ETF (ZWU $11.26)
  • $11.26 P/E (TTM): 53.76X Cap: $1.86B
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• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.42)
  • $20.42 P/E (TTM): 45.11X Cap: $678M
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• BMO US High Dividend Covered Call ETF (ZWH $24.34)
  • $24.34 P/E (TTM): 18.48X Cap: $1.06B
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Q: I currently hold ZWE, ZWU, and ZWH in my RRSP for a total weight of 4.8% .
Is this unnecessary duplication and / or is the weighting too high given
the nature of these products ? Joe

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Read Answer Asked by Joseph on February 10, 2017

• Thomson Reuters Corporation (TRI $236.30)
  • $236.30 P/E (TTM): 48.19X Cap: $106.49B
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Q: Please discuss Thomson Reuters latest results. Do you see this as a buying opportunity?

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Read Answer Asked by Fraser on February 10, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $197.22)
  • $197.22 P/E (TTM): 82.35X Cap: $256.26B
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Q: Shopify has gone up a lot in the last quarter. They are reporting results on 15ht Feb. Should I hold through the results as a miss could bring the stock back to $50 or should I sell 50% of the position.

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Read Answer Asked by Imtiaz on February 10, 2017

• RIFCO Inc. (RFC $1.27)
  • $1.27 P/E (TTM): 5.24X Cap: $27M
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Q: Hi,
I am down 60% on this this one. Very small portion of my portfolio (less than 1%. Just wondering if I should average down or let it be for now. Stock looks pretty cheap on P/E, P/B and P/S. RFC went down with the oil and gas sector because of its large exposure to Alberta. RFC seems to be doing ok. Do you think this is dead money or does it have some potential in the medium term.

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Read Answer Asked by Guy on February 10, 2017

• Miscellaneous (MISC)
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Q: In follow up to my previous question, what sectors would you consider adding for diversification? And also your reasoning why.

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Read Answer Asked by Nino on February 10, 2017

• Miscellaneous (MISC)
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Q: Dear 5i
I am considering moving my rrsp investments from my acct with my financial planner to an rrsp acct withQuestrade who I deal with as a brokerage company . Am I best to sell all holdings to cash and then have all the cash wired over to Questrade or just transfer in kind convert to cash then rebuy what I want ?
Thanks
Bill

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Read Answer Asked by Bill on February 10, 2017

• Income Portfolio (Income)
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Q: With respect to portfolio construction, do you recommend:
a) Weighting each of the 11 sectors equally? (i.e. 9% to each sector).
or
b) Weighting each of the 11 sectors according to their proportion on the index?
If you recommend option b, which index would you use, the TSX or S&P?
Thanks in advance!

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Read Answer Asked by Jonathan on February 10, 2017

• Premium Brands Holdings Corporation (PBH $93.85)
  • $93.85 P/E (TTM): 45.46X Cap: $4.19B
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Q: In our RESP Account, we have LB, MFC, and T. What stock csn we add for the current year. The time frame is about 12 yrs with two participants.

Thanks

Tom

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Read Answer Asked by Thomas on February 10, 2017

• Algonquin Power & Utilities Corp. (AQN $7.74)
  • $7.74 Cap: $5.96B
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Q: I have been a holder of AQN for a fair while and have been very satisfied and even have added to the position on dips. I notice that the "short" position of this stock was increased by 51% as at Jan31/17. I don't usually become concerned by changes in short positons however this increase is considerable. Should I view this as a concern by the so-called better informed?

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Read Answer Asked by gary on February 10, 2017

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.38)
  • $42.38 P/E (TTM): 1038.16X Cap: $19.50B
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Q: Could you please comment on today's earnings releases of BAM.A and BIP.A?

Thank you, Peter

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Read Answer Asked by Peter on February 10, 2017

• Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN $36.23)
  • $36.23 P/E (TTM): 11.76X Cap: $2.51B
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Q: I am looking to buy NVU and would appreciate your thoughts about their strengths and weaknesses. Also, do you consider it a buy or hold at current price level.
If you do not like NVU, can you please recommend another one in a similar space.

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Read Answer Asked by Harpinder on February 09, 2017

• TELUS Corporation (T $21.96)
  • $21.96 P/E (TTM): 35.47X Cap: $33.70B
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Q: I took this morning's post-earnings weakness as a chance to purchase Telus, which has been on my "to buy" list for a while. There was a one-time contract issue affecting their profit this past quarter, but they seem on pace with respect to wireless subscriptions, low attrition rates, and dividend increase schedule. I purchased it in my RRSP for a 30+ year hold. Good move?

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Read Answer Asked by Jonathan on February 09, 2017

• Manulife Financial Corporation (MFC $42.82)
  • $42.82 P/E (TTM): 13.42X Cap: $72.73B
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Q: Following up on earlier question today by Stephane about MFC. I agree with your assessment that results were good. Any explanation why stock is underperforming today? Is there 'new' news that I missed?

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Read Answer Asked on February 09, 2017

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 14.24X Cap: $784M
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Q: Hello Peter and Ryan,

DH has been slowly creeping up the last few weeks. Have you heard any new developments on the potential takeover or has the gains come from Trump's plan of deregulation of financial sector?

Thanks for the great service!
Angelo

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Read Answer Asked by Angelo on February 09, 2017

• Bank of Nova Scotia (The) (BNS $88.57)
  • $88.57 P/E (TTM): 16.98X Cap: $109.69B
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.76)
  • $6.76 P/E (TTM): 21.45X Cap: $717M
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Q: Hi,

I am looking to increase my weighting in the financial sector. I own SLF already. What company or companies would you recommend at this time?

Thanks
Paul

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Read Answer Asked by Paul on February 09, 2017