Investment Q&A

• BMO US Dividend ETF (ZDY $53.13)
  • $53.13 P/E (TTM): 20.56X Cap: $782M
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• BMO US High Dividend Covered Call ETF (ZWH $25.64)
  • $25.64 P/E (TTM): 18.85X Cap: $1.08B
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• Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH $72.27)
  • $72.27 P/E (TTM): 25.07X Cap: $960M
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Q: Good Morning,
Would you rank ZWH as a buy in the current environment is there any comparable ETFs listed in CAD that perhaps have a smaller covered call overlay to allow more growth.

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Read Answer Asked by Kyle on August 02, 2022

• KLA Corporation (KLAC $1,462.23)
  • $1,462.23 P/E (TTM): 42.62X Cap: $191.91B
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• MKS Inc. (MKSI $260.74)
  • $260.74 P/E (TTM): 63.13X Cap: $17.51B
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• Ultra Clean Holdings Inc. (UCTT $55.39)
  • $55.39 Cap: $2.51B
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Q: Currently at a slight loss in UCTT. It’s a long term position. Would you continue to hold or replace with another stock preferably in chip/tech sector? Thanks for the valued advice.

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Read Answer Asked by Gary on August 02, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.88)
  • $153.88 P/E (TTM): 84.58X Cap: $200.67B
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• Trisura Group Ltd. (TSU $49.62)
  • $49.62 P/E (TTM): 19.46X Cap: $2.36B
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• Enthusiast Gaming Holdings Inc. (EGLX $0.04)
  • $0.04 Cap: $6M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.25)
  • $12.25 Cap: $1.68B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: Of the following, are there any you see as particularly vulnerable today? Held in a long-term account but I am considering shifting the risk profile in light of existing market conditions, and potentially closing out 1 or 2 positions:

SHOP, LSPD, TIXT, EGLX, TSU

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Read Answer Asked by Chris on August 02, 2022

• Parex Resources Inc. (PXT $20.56)
  • $20.56 P/E (TTM): 13.28X Cap: $1.98B
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• Tennessee Valley Authority (TVE $24.43)
  • $24.43 Cap: $1.03B
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Q: Parex Resources or Tamarack Valley? Which would you choose right now. I already own Whitecap and Tourmaline.
Thanks

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Read Answer Asked by Neil on August 02, 2022

• WELL Health Technologies Corp. (WELL $3.96)
  • $3.96 Cap: $1B
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Q: Hi Team,
According to recent updates from the company, Well Health seems to be firing on all cylinders. I am trying to understand why it's sitting near year lows. It does not seem appropriate to me for investors to be selling it off like a speculative Tech name. Healthcare will always be needed, and Telehealth should keep advancing...and is in the very very early stages. Management has a stellar history, revenues are climbing rapidly with aquisitions; with all this in mind...is it time to buy more of this name? Or am I missing something here? Thanks

Shane.

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Read Answer Asked by Shane on August 02, 2022

• ITT Inc. (ITT $203.11)
  • $203.11 P/E (TTM): 33.24X Cap: $17.35B
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Q: hello 5i:
came across this company when researching Industrials. Looks interesting. Can you shed some light with a brief analysis? Couldn't find any questions on it.
thanks
Paul L

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Read Answer Asked by Paul on August 02, 2022

• Miscellaneous (MISC)
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Q: US Div Stocks vs CAD Div Stocks? I know the Dividend Tax Credit only applies to Canadian Stocks, but these days some good US STocks are paying 9 to 11 %. What is the Dividend Tax Credit worth in terms of %? I guess it is still better to buy Canadian Div Stocks:
The federal dividend tax credit as a percentage of taxable dividends is 15.0198% for eligible dividends and 9.0301% for non-eligible dividends.

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Read Answer Asked by Austin on August 02, 2022

• Doman Building Materials Group Ltd. (DBM $10.11)
  • $10.11 P/E (TTM): 11.36X Cap: $885M
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Q: Good morning folks. I am a relatively cautious retired income investor. I would appreciate your thoughts on DBM. The dividend is attractive. What do you think of the company's outlook? Thanks.

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Read Answer Asked by David on August 02, 2022

• AbbVie Inc. (ABBV $231.50)
  • $231.50 P/E (TTM): 176.72X Cap: $409.14B
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• KeyCorp (KEY $21.70)
  • $21.70 P/E (TTM): 27.47X Cap: $23.71B
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• Realty Income Corporation (O $65.66)
  • $65.66 P/E (TTM): 60.8X Cap: $60.40B
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• Phillips 66 (PSX $159.77)
  • $159.77 P/E (TTM): 43.06X Cap: $64.37B
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• Verizon Communications Inc. (VZ $49.01)
  • $49.01 P/E (TTM): 10.47X Cap: $206.64B
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• Williams Companies Inc. (The) (WMB $72.28)
  • $72.28 P/E (TTM): 37.45X Cap: $88.26B
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Q: I am moving toward retirement and looking for stocks with a Dividend of 4% plus. Could you suggest some Canadian and US companies that you feel are good value in todays market or ones to watch for this fall if things go down- separate lists please. All categories except financials as I'm overweight there. I'm interested in companies that can ride a recession with higher interest rates. Thank you!

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Read Answer Asked by Pat on August 02, 2022

• Canadian Western Bank (CWB $56.63)
  • $56.63 P/E (TTM): 20.74X
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• Laurentian Bank of Canada (LB $40.08)
  • $40.08 P/E (TTM): 14.11X Cap: $1.78B
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Q: Hi Peter
If i am going to buy one of these 2 nd tier banks which would you recommend
Laurentian bank , or Canadian Western bank
Thank you

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Read Answer Asked by Howard on August 02, 2022

• Canacol Energy Ltd. (CNE $1.53)
  • $1.53 Cap: $52M
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Q: Hi
I currently have Canacol energy in my portfolio . it has not performed well in relation to my other oil stocks .
should i hold or do you have a recommendation of another oil stock to switch to that also pays a high dividend

Thank you
Howard

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Read Answer Asked by Howard on August 02, 2022

• iShares Core Canadian Universe Bond Index ETF (XBB $28.54)
  • $28.54 Cap: $9.60B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.83)
  • $52.83 P/E (TTM): 18.19X Cap: $25.77B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $47.29)
  • $47.29 P/E (TTM): 6.44X Cap: $3.66B
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• State Street SPDR S&P 500 ETF Trust (SPY $681.75)
  • $681.75 P/E (TTM): 26.17X Cap: $702.53B
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• INVESCO QQQ Trust (QQQ $601.92)
  • $601.92 P/E (TTM): 30.22X Cap: $396.87B
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• Vanguard Growth ETF Portfolio (VGRO $44.16)
  • $44.16 P/E (TTM): 10.85X Cap: $8.97B
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Q: What specific ETFs suggestions would make a diversified portfolio

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Read Answer Asked by Nick on August 02, 2022

• Keg Royalties Income Fund (The) (KEG.UN $18.65)
  • $18.65 P/E (TTM): 169.64X Cap: $309M
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• Recon Capital NASDAQ-100 Covered Call ETF (QYLD $17.55)
  • $17.55 P/E (TTM): 29.68X Cap: $8.19B
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• Global X S&P 500 Covered Call ETF (XYLD $40.61)
  • $40.61 P/E (TTM): 25.77X Cap: $3.18B
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Q: Looking to add to my income portfolio and trying to decide between QYLD, RYLD, XYLD, HHL-U and Keg-un. Can you recommend which you would select for a patient 68 year old and your reasoning behind your choice please. Thanks again.

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Read Answer Asked by Danny-boy on August 02, 2022

Q: Re Gary's question on the 28th re place to park some money. I have a TD Investment Savings Account TDB8150 that has no fees, units are $10. each and the current rate is 2.25 % interest calculated and paid monthly. I opted to reinvvest the monthly interest for more units. Easy access to funds and I also use it for excess cash in my registered accounts. Interest is increased on a reg basis as rates change. I highly recommend it. Hereis a link to the page
https://www.td.com/ca/en/asset-management/additional-solutions/

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Read Answer Asked by Madeline on August 02, 2022

• Constellation Software Inc. (CSU $2,356.67)
  • $2,356.67 P/E (TTM): 55.25X Cap: $49.94B
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• Topicus.com Inc. (TOI $85.28)
  • $85.28 P/E (TTM): 720.22X Cap: $7.18B
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Q: I own both these companies in my Tfsa and I notice that they both report their earnings this week.
Could you explain why Toi was only 2% while Csu was up 14% in July?
Is Toi restricted only to Europe while Csu is worldwide?
Which is your favourite of the two?

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Read Answer Asked by Terry on August 02, 2022

• Birchcliff Energy Ltd. (BIR $6.92)
  • $6.92 P/E (TTM): 25.63X Cap: $1.89B
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $80.49)
  • $80.49 P/E (TTM): 32.33X Cap: $39.29B
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Q: If you had the option to invest in just one of these energy stocks at this time (Teck.Ca or Bir) which would it be?

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Read Answer Asked by Dennis on August 02, 2022

• Aecon Group Inc. (ARE $36.03)
  • $36.03 P/E (TTM): 360.3X Cap: $2.27B
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Q: Hi Peter, price is back again to where it was in 2007. Is it the nature of the business, management, poor bets during boom times etc ? Any positive catalysts you see ? Do you think the dividend is at risk, and would you enter ? Thank you.

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Read Answer Asked by Paul on August 02, 2022

• Algoma Steel Group Inc. Common Share Purchase Warrants (ASTL.WT $0.28)
  • $0.28 Cap: $690M
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• Algoma Steel Group Inc. (ASTL $6.58)
  • $6.58 Cap: $690M
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Q: Algoma recently undertook a Substantial Issuer Bid where they will be retiring 28% of their shares outstanding. What your thoughts on how this impacts the outlook for the shares and warrants going forward ? I don't recall seeing a company reduce their share count by so much at once before.

Thanks

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Read Answer Asked by Scott on August 02, 2022

• Emerita Resources Corp. (EMO $0.49)
  • $0.49 Cap: $142M
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Q: What is your opinion of this company? It is promoted on Twitter by a certain anonymous person who has some people utterly convinced it will be a massive success.

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Read Answer Asked by Brucey on August 02, 2022

• Berkshire Hathaway Inc. (BRK.B $497.55)
  • $497.55 P/E (TTM): 15.91X Cap: $1.08T
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Q: Thinking of adding some BRK.B to increase my US holdings which are mostly currently growth positions. What are your thoughts or possibly suggest something better. thanks again.

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Read Answer Asked by Danny-boy on August 02, 2022