Investment Q&A

• Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U $17.85)
  • $17.85 P/E (TTM): 70.04X Cap: $2.36B
  • View FIH.U Profile
  • View Questions on FIH.U
• iShares MSCI India Small-Cap ETF (SMIN $62.45)
  • $62.45 P/E (TTM): 102.32X Cap: $652M
  • View SMIN Profile
  • View Questions on SMIN
• iShares MSCI India ETF (INDA $48.59)
  • $48.59 P/E (TTM): 44.02X Cap: $8.58B
  • View INDA Profile
  • View Questions on INDA
• iShares S&P India Nifty 50 Index Fund (INDY $43.66)
  • $43.66 P/E (TTM): 19.17X Cap: $596M
  • View INDY Profile
  • View Questions on INDY
• ICICI Bank Limited (IBN $27.02)
  • $27.02 P/E (TTM): 17.89X Cap: $97.32B
  • View IBN Profile
  • View Questions on IBN
• HDFC Bank Limited (HDB $28.15)
  • $28.15 P/E (TTM): 30.42X Cap: $145.86B
  • View HDB Profile
  • View Questions on HDB

Q: I'm interested in India for emerging markets exposure. Would you recommend individual companies (financials?) or go with an ETF or FIH.u? Thanks for your service.

Upvote 0

Read Answer Asked by Michael on October 16, 2019

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $167.98)
  • $167.98 P/E (TTM): 31.87X Cap: $2.66B
  • View ZQQ Profile
  • View Questions on ZQQ
• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $60.54)
  • $60.54 P/E (TTM): 32.77X Cap: $4.37B
  • View XQQ Profile
  • View Questions on XQQ

Q: In September issue mentioned that XQQ ETF is good tax-efficient in TFSA account. My question is if I currently own ZQQ instead of XQQ in my TFSA, should I make exchange for XQQ?
In TFSA account, can you please compare ZQQ and XQQ?

Thanks,
Alice

Upvote 0

Read Answer Asked by Alice on October 16, 2019

• Profound Medical Corp. (PRN $8.11)
  • $8.11 Cap: $229M
  • View PRN Profile
  • View Questions on PRN

Q: Wow,, what a jump in share value,, do I hold or sell my 7500 shares?

Upvote 0

Read Answer Asked by Jerry on October 16, 2019

• BMO MSCI Emerging Markets Index ETF (ZEM $28.01)
  • $28.01 P/E (TTM): 6.55X Cap: $2.85B
  • View ZEM Profile
  • View Questions on ZEM
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $44.59)
  • $44.59 P/E (TTM): 6.04X Cap: $3.64B
  • View VEE Profile
  • View Questions on VEE
• RBC Emerging Markets Equity Fund Series D (RBF1099 $27.14)
  • $27.14 P/E (TTM): 14.9X
  • View RBF1099 Profile
  • View Questions on RBF1099
• Invesco Emerging Markets Class Series D (AIM2100 $12.67)
  • $12.67 P/E (TTM): 13.5X Cap: $2M
  • View AIM2100 Profile
  • View Questions on AIM2100
• Mawer Emerging Markets Equity Fund Series A (MAW160 $18.59)
  • $18.59 P/E (TTM): 15.9X Cap: $72M
  • View MAW160 Profile
  • View Questions on MAW160

Q: Looking to possibly switch from VEE into another Emerging Market fund. Like Mawer but Mawer 160 is quite small . Or do you other suggestions? Or stay the course with VeEE.

Upvote 0

Read Answer Asked by Paul on October 16, 2019

• Docebo Inc. (DCBO $27.53)
  • $27.53 P/E (TTM): 13.76X Cap: $881M
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO

Q: Do you really like stepping into failed IPO’s? I thought you felt the opposite.
Jim

Upvote 0

Read Answer Asked by James on October 16, 2019

• Docebo Inc. (DCBO $27.53)
  • $27.53 P/E (TTM): 13.76X Cap: $881M
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO

Q: What are your thoughts on this IPO now that it’s dropped 15%, good time to wade in with a 1/2 position?
Thnx

Upvote 0

Read Answer Asked by David on October 16, 2019

• SIR Royalty Income Fund (SRV.UN $15.67)
  • $15.67 P/E (TTM): 17.91X Cap: $131M
  • View SRV.UN Profile
  • View Questions on SRV.UN

Q: Good Morning ,
What are your thoughts on the cut this morning , looks like a 16.6% reduction in the distribution but the stock price is down 19%. Would you sell into this weakness or wait for a bounce? Also what would be a good replacement if sold.
thanks

Upvote 0

Read Answer Asked by Chris on October 16, 2019

• American Tower Corporation (REIT) (AMT $182.02)
  • $182.02 P/E (TTM): 34.53X Cap: $85.22B
  • View AMT Profile
  • View Questions on AMT

Q: Good morning fellas:
With 5g coming , would American tower be a name to buy for my tfsa. There’s a moat situation with the towers all over the United States and overseas . Would u recommend at the current price . Seems to me this would a name u could hold for many years and sleep at night .
Thx mark

Upvote 0

Read Answer Asked by Mark on October 16, 2019

• Vanguard International Dividend Appreciation ETF (VIGI $89.71)
  • $89.71 P/E (TTM): 21.86X Cap: $8.97B
  • View VIGI Profile
  • View Questions on VIGI
• RBC Global Dividend Growth Fund Series A (RBF565 $22.81)
  • $22.81 P/E (TTM): 16.9X
  • View RBF565 Profile
  • View Questions on RBF565

Q: Can you give me a suggestion for both ETF and Mutual funds for Global Dividends with average risk exposure

Upvote 0

Read Answer Asked by John on October 16, 2019

• Algonquin Power & Utilities Corp. (AQN $8.66)
  • $8.66 Cap: $6.55B
  • View AQN Profile
  • View Questions on AQN
• American Hotel Income Properties REIT LP (HOT.UN $0.45)
  • $0.45 Cap: $35M
  • View HOT.UN Profile
  • View Questions on HOT.UN
• Nutrien Ltd. (NTR $115.03)
  • $115.03 P/E (TTM): 34.94X Cap: $52.05B
  • View NTR Profile
  • View Questions on NTR

Q: I hold the above stocks in my TFSA. Since they pay dividends in USD I plan to journal these holdings to the USD side of my TFSA. Is there any risk that it could be deemed an over contribution by the CRA? I hear of cases where transferring TFSA assets from one account to another causes this over-contribution.

Upvote 0

Read Answer Asked by Robert on October 16, 2019

• Athabasca Oil Corporation (ATH $8.92)
  • $8.92 P/E (TTM): 17.92X Cap: $4.27B
  • View ATH Profile
  • View Questions on ATH

Q: I'm compiling a list of a few medium sized oil and gas producers that might benefit from policy changes if the conservatives end up in government after next Tuesday. Any recommendations?

Upvote 0

Read Answer Asked by John on October 16, 2019

• CannTrust Holdings Inc. (TRST $0.91)
  • View TRST Profile
  • View Questions on TRST

Q: What is the reason for the meteoric rise of TRST shares
after NEWS that 77 million worth of inventory has to be destroyed?
Doesn't make sense !!!

Upvote 0

Read Answer Asked by Frank on October 16, 2019

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

Q: I have to cash out 2/3s of my portfolio over the next 6 weeks to buy a house. Would you cash out everything at once today on strength or average out specific holdings based on technicals, earnings reports, and dividend dates. if the latter, What other criteria would you consider. Thank you.

Upvote 0

Read Answer Asked by John on October 16, 2019

• Bausch Health Companies Inc. (BHC $7.03)
  • $7.03 P/E (TTM): 12.56X Cap: $2.73B
  • View BHC Profile
  • View Questions on BHC

Q: What do you think of Citron's take on Bausch Health? The link is here: https://citronresearch.com/bausch-health-the-textbook-turnaround/

Upvote 0

Read Answer Asked by Matt on October 16, 2019

• Carnival Corporation (CCL $24.41)
  • $24.41 P/E (TTM): 12.98X Cap: $37.82B
  • View CCL Profile
  • View Questions on CCL

Q: Current thoughts on Carnival as an investment opportunity? Why is the stock down ytd?

Upvote 0

Read Answer Asked by Cory on October 16, 2019

• Chartwell Retirement Residences (CSH.UN $21.26)
  • $21.26 P/E (TTM): 105.95X Cap: $6.93B
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN
• Sienna Senior Living Inc. (SIA $22.72)
  • $22.72 P/E (TTM): 47.04X Cap: $2.28B
  • View SIA Profile
  • View Questions on SIA

Q: I remember a fair amount of noise years ago about the baby boomers soon moving into retirement homes and recommending that people invest in these companies. To me it was nonsense because, at that point, the leading edge of that demographic was only approaching 70. Now the leading edge, born in 1946, is around 73 years old and will be moving into retirement homes with increasing frequency as they give up their own homes.
Which of these businesses would you recommend? Secondly, is it a government regulated industry that may never be allowed to charge what the market will bear? Finally there be a noticeable impact on the residential real estate market?

Upvote 0

Read Answer Asked by Larry on October 16, 2019

• Vanguard Total International Stock (VXUS $77.69)
  • $77.69 P/E (TTM): 1.83X Cap: $121.85B
  • View VXUS Profile
  • View Questions on VXUS

Q: I'm holding about 21% cash right now and would like to invest most of it in foreign equities to diversify from my mostly Canadian portfolio. Do you have any specific ideas of what I may include, ETFs or stocks? I'm wide open for suggestions. My main objective is capital appreciation but I'm aware that good dividend payers most often do better than non-dividend payers.

Upvote 0

Read Answer Asked by Fred on October 16, 2019

• Akumin Inc. (AKU $0.53)
  • View AKU Profile
  • View Questions on AKU

Q: This company looks interesting for the health care sector but the price has been dropping. Is there problems or opurtunity to buy.

Upvote 0

Read Answer Asked by Tim on October 16, 2019

• Fortis Inc. (FTS $79.40)
  • $79.40 P/E (TTM): 22.4X Cap: $39.54B
  • View FTS Profile
  • View Questions on FTS

Q: Hi any thoughts why this stock has been under downward pressure
Kind regards
Stan

Upvote 0

Read Answer Asked by Stan on October 16, 2019

• Hamilton Thorne Ltd. (HTL $2.24)
  • View HTL Profile
  • View Questions on HTL

Q: Hi. Do you believe that HTL could represent a buying opportunity at its current price (below $ 1) ? Thanks in advance.

Upvote 0

Read Answer Asked by Stéphane on October 16, 2019