Investment Q&A

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
  • View MAXR Profile
  • View Questions on MAXR
  • View Reports on MAXR

Q: Hi foks, Bonne Anne from Quebec. Update & thoughts on Vegas Spec buy on maxar. Decimated in tax loss to $13 and now off the lows. Besides debt,what are the biggest drawbacks to the massive selloff, and do they still have a viable business plan heading into 2019. Thanks as always, jb Piedmont

Upvote 0

Read Answer Asked by John on January 03, 2019

• Apple Inc. (AAPL $232.78)
  • $232.78 P/E (TTM): 34.85X Cap: $3.45T
  • View AAPL Profile
  • View Questions on AAPL

Q: Obviously Apple is taking a big hit today and will likely continue to struggle for some time. How do you feel the news on Apple will affect Microsoft and Keysight and Canadian stocks such as Constellation Software and Descartes? Thank You.

Upvote 0

Read Answer Asked by Brian on January 03, 2019

• S&P 500 (SPX)
  • View SPX Profile
  • View Questions on SPX
• BMO S&P 500 Hedged to CAD Index ETF (ZUE $88.26)
  • $88.26 P/E (TTM): 80.29X Cap: $3.90B
  • View ZUE Profile
  • View Questions on ZUE
• BMO S&P 500 Index ETF (ZSP $97.80)
  • $97.80 P/E (TTM): 80.29X Cap: $19.50B
  • View ZSP Profile
  • View Questions on ZSP
• iShares Core S&P 500 Index ETF (XUS $55.41)
  • $55.41 P/E (TTM): 80.15X Cap: $9.41B
  • View XUS Profile
  • View Questions on XUS
• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP $66.49)
  • $66.49 P/E (TTM): 80.15X Cap: $12.72B
  • View XSP Profile
  • View Questions on XSP
• Vanguard S&P 500 Index ETF (VFV $158.58)
  • $158.58 P/E (TTM): 82.03X Cap: $24.74B
  • View VFV Profile
  • View Questions on VFV
• Vanguard S&P 500 Index ETF (CAD-hedged) (VSP $103.51)
  • $103.51 P/E (TTM): 82.03X Cap: $4.82B
  • View VSP Profile
  • View Questions on VSP

Q: Recently read John Bogle, "Common Sense Investing"

What are my choices for purchasing the s & p 500 index, please compare MER, do all offer a canadian hedge? and what are the pros and cons of buying it hedged to canadian dollar?

thanks

Ernie

Upvote 0

Read Answer Asked by Ernest on January 03, 2019

• Dream Hard Asset Alternatives Trust Units (MPCT.U)
  • P/E (TTM): 15.1X Cap: $342M
  • View MPCT.U Profile
  • View Questions on MPCT.U

Q: Hi, I have held DRA.UN for about 2 years and done well (30%). This holding continues to trade under it's NAV, and the yield is over 6%. In the past you have classified this trust as "riskier income". What are your current feelings on the future prospects for this trust? Is it time to take the money and run?

Upvote 0

Read Answer Asked by Michael on January 03, 2019

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

Q: Hi,
Can you provide us with a link to a website that provides accurate stock sector classification that we can use in determining our portfolio diversification of stocks?

Upvote 0

Read Answer Asked by serge on January 03, 2019

• BMO Covered Call Utilities ETF (ZWU $11.34)
  • $11.34 P/E (TTM): 53.76X Cap: $1.87B
  • View ZWU Profile
  • View Questions on ZWU
• BMO Equal Weight Utilities Index ETF (ZUT $24.47)
  • $24.47 P/E (TTM): 40.82X Cap: $721M
  • View ZUT Profile
  • View Questions on ZUT

Q: Would ZWU or ZUT be a better hold for 2019 and beyond?

Upvote 0

Read Answer Asked by Craig on January 03, 2019

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.46)
  • $19.46 P/E (TTM): 9.33X Cap: $1.62B
  • View TCL.A Profile
  • View Questions on TCL.A

Q: For a 3 year hold,would you consider this a good stock to purchase?If yes,buy today or wait for the next quarterly report to see how the consolidation of their takeover is progressing?

Upvote 0

Read Answer Asked by Maurice on January 03, 2019

• The Boeing Company (BA $233.19)
  • $233.19 Cap: $176.32B
  • View BA Profile
  • View Questions on BA
• Honeywell International Inc. (HON $218.20)
  • $218.20 P/E (TTM): 24.69X Cap: $137.81B
  • View HON Profile
  • View Questions on HON
• Raytheon Company (RTN $116.96)
  • View RTN Profile
  • View Questions on RTN

Q: I hold Ratheon and Honeywell. Would you recommend selling these for a new holding in Boeing?

Upvote 0

Read Answer Asked by Greg on January 03, 2019

• Canadian National Railway Company (CNR $128.08)
  • $128.08 P/E (TTM): 17.81X Cap: $79.94B
  • View CNR Profile
  • View Questions on CNR
• Canadian Pacific Kansas City Limited (CP $102.03)
  • $102.03 P/E (TTM): 23.0X Cap: $94.93B
  • View CP Profile
  • View Questions on CP
• TFI International Inc. (TFII $124.42)
  • $124.42 P/E (TTM): 20.51X Cap: $10.62B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: What is your preferred holding in this sector? I currently hold CNR.

Upvote 0

Read Answer Asked by Greg on January 03, 2019

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

Q: Hi peter and team!
Please give me advice from which websites you most like to read the news about Canadian and American companies and stocks?
Which are the most reliable and quickest to inform? What sites brokers are looking in the morning as soon as they get to work?
Thank you!

Upvote 0

Read Answer Asked by zana on January 03, 2019

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

Q: Hello, Happy New Year! Does the sector balancing tool un the etf and mutual fund update work only on excel? Is there a way to make it work on google sheets..Thank you. Shyam

Upvote 0

Read Answer Asked by Shyam on January 03, 2019

• NFI Group Inc. (NFI $19.18)
  • $19.18 Cap: $2.28B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: In your recent report on NFI you were scratching your head at the price decline. That was at $38.00, today it is at $33.00. If your assessment of the company is unchanged would you deploy new money to buy or would you wait for better momentum? If the latter what factors would suggest time to buy?

Thanks
Mike

Upvote 0

Read Answer Asked by michael on January 03, 2019

• TSO3 Inc. (TOS $0.43)
  • $0.43 Cap: $39M
  • View TOS Profile
  • View Questions on TOS

Q: With TOS now at 0.36$, do you see a big upside potential and if so, is it worth the risk ?
Thanks

Upvote 0

Read Answer Asked by Pierre R on January 03, 2019

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

Q: THESE ARE HIGH DIVIDEND PAYING STOCKS.WHICH 5 ARE SAFEST ONE TO BUY AT THI TIME
ALA 16% MLPX 6 %
AMLP 9% POW 6 %
CFX 12% QCOM 5%
FN 9% QQQX 8%
GOV 25% RDS.A 5%
MFT 6% VET 8%
THANK YOU
EBRAHIM

Upvote 0

Read Answer Asked by ebrahim on January 03, 2019

• WSP Global Inc. (WSP $279.17)
  • $279.17 P/E (TTM): 46.04X Cap: $36.43B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Enghouse Systems Limited (ENGH $22.36)
  • $22.36 P/E (TTM): 15.73X Cap: $1.23B
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH

Q: If you had to choose between these - which one would you choose and why?

Upvote 0

Read Answer Asked by Ray on January 03, 2019

• Cobalt 27 Capital Corp. (KBLT $4.40)
  • $4.40 Cap: $376M
  • View KBLT Profile
  • View Questions on KBLT

Q: KBLT has been weak recently, even after the end of tax-loss selling. On Tuesday, they announced the friendly acquisition of the shares of Highlands Pacific that they do not already own. Could you comment on this transaction and the impact on KBLT?

Upvote 0

Read Answer Asked by David on January 03, 2019

• CAE Inc. (CAE $38.70)
  • $38.70 P/E (TTM): 32.38X Cap: $12.41B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE

Q: My daughter’s Investment acct and TFSA are reasonably balanced. TFSA holdings and returns are below. TFSA value is $88,247.

Stock Value Return Portfolio
Percentage
Bank of NS 11,228 5.83% 2.43%
Dollarama 9,741 -37.44% 2.11%
Element Capital 9,660 -9.56% 2.09%
Knight Therapau 12,304 -3.93% 2.67%
Parkland 14,136 119.37% 3.06%
Transcontinental 5,790 -39.08% 1.26%
Savaria 13,060 68.90% 2.83%
Spin Master 11,517 1.09% 2.50%

I’m thinking of splitting the 2019 $6000 contribution between TCL.A and SIS. Second choice is add a new stock such as CAE. Any thoughts? Many thanks.

Upvote 0

Read Answer Asked by Robert on January 03, 2019

• Canadian National Railway Company (CNR $128.08)
  • $128.08 P/E (TTM): 17.81X Cap: $79.94B
  • View CNR Profile
  • View Questions on CNR
• Canadian Pacific Kansas City Limited (CP $102.03)
  • $102.03 P/E (TTM): 23.0X Cap: $94.93B
  • View CP Profile
  • View Questions on CP

Q: I would like to add one railway holding to an already well-diversified portfolio .. given the recent news about CN's development of a bitumen "puck" as an alternative method for shipping crude, which of these two (CNR or CP) would you favour this month? Does this news have implications for pipelines?

Upvote 0

Read Answer Asked by Patrik on January 03, 2019

Q: I am a new member to 5I Research.
Can you please review the beneficial tax implications of receiving dividends from Canadian companies vs companies outside of Canada?

With this in mind, what would be 10 top dividend paying Canadian companies you would recommend for a tax efficient retirement income?

Thanks and I look forward to your reply.

Upvote 0

Read Answer Asked by Brent on January 03, 2019

• Dollarama Inc. (DOL $193.24)
  • $193.24 P/E (TTM): 43.7X Cap: $53.57B
  • View DOL Profile
  • View Questions on DOL
• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $80.15)
  • $80.15 P/E (TTM): 16.1X Cap: $14.07B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• Kinaxis Inc. (KXS $196.50)
  • $196.50 P/E (TTM): 167.07X Cap: $5.65B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Premium Brands Holdings Corporation (PBH $94.12)
  • $94.12 P/E (TTM): 45.03X Cap: $4.20B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Savaria Corporation (SIS $20.95)
  • $20.95 P/E (TTM): 30.75X Cap: $1.49B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• goeasy Ltd. (GSY $207.29)
  • $207.29 P/E (TTM): 12.62X Cap: $3.33B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: I currently hold small positions on the following. Based on current valuations and growth expectations, which Companies would you add to? in order of preference,

Thanks Valter

Upvote 0

Read Answer Asked by Valter on January 03, 2019