Investment Q&A

• BMO Canadian Dividend ETF (ZDV $24.23)
  • $24.23 P/E (TTM): 27.97X Cap: $1.20B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.60)
  • $38.60 P/E (TTM): 5.71X Cap: $1B
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Q: Hi Team

Which of the 2 etfs, zdv or cdz would you recommend for income ,dividend growth and some capital gains. ZDV seems to have a lower MER and higher yield. Thank-you in advance. Sam

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Read Answer Asked by sam on September 29, 2016

• Iron Bridge Resources Inc. (RMP)
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Q: Given that oil may have, at least, or at last, found a bottom, is RMP Energy a good buy at $1.07 and do you see muted or potentially significant upside?
Thanks.u

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Read Answer Asked by Steven on September 29, 2016

• Miscellaneous (MISC)
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Q: I am interested in the above companies. what are your thoughts of Vodafone "vod", versus " oran".
thanks for comments and analysis.
Karl

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Read Answer Asked by Karl on September 29, 2016

• Colabor Group Inc. (GCL $0.76)
  • $0.76 Cap: $77M
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Q: what is your opinion on this company, their recapitalization plan, and would you buy it,the fact the caisse and investissement quebec has an interest,i am guessing your answer is negative, but still value your opinion. i ken a small position acquired at .68 cents. dave

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Read Answer Asked by david on September 29, 2016

• Sherritt International Corporation (S $0.14)
  • $0.14 Cap: $69M
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Q: Is the current buying interest in Sherritt mainly short-covering? I'm looking to sell my holding for the loss and am wondering if I might get a better price by waiting a bit. Thanks for your reply.

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Read Answer Asked by Molly on September 29, 2016

• Dave & Buster's Entertainment Inc. (PLAY $25.54)
  • $25.54 P/E (TTM): 23.78X Cap: $908M
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Q: Could you comment on "PLAY" and provide some financial details? Is it a good time to buy at it's pullback? Thanks.

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Read Answer Asked by Adam on September 29, 2016

• Mattr Corp. (MATR $10.45)
  • $10.45 Cap: $745M
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Q: I'm thinking of selling Shawcor for the loss and buying it back after 30 days. Do you think the stock will stay quiet for the next little while?
Thanks for your help.

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Read Answer Asked by Molly on September 29, 2016

• Whitecap Resources Inc. (WCP $10.00)
  • $10.00 P/E (TTM): 6.9X Cap: $12.34B
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Q: In light of the OPEC agreement today would you recommend an increase in the weighting of WCP?

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Read Answer Asked by John on September 29, 2016

• Sylogist Ltd. (SYZ $8.91)
  • $8.91 Cap: $213M
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Q: I have a list of companies that I come across more than once by reading the questions and answers and if you seem favourable with them they go on my list. Spinmaster (toy), new flyer (NFI) and ITC and Sylogist (SYZ) meet that criteria. All fur of them are under performing the market more than normal. Is there any of these that I should get rid of? I appreciate your advice. Dennis

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Read Answer Asked by Dennis on September 29, 2016

• Miscellaneous (MISC)
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Q: As.noted in the A and A today some of the more speculative growth names Savaria Shopify New Flyer dropped today. Is it sector rotation into oil and gas after the OPEC announcement?
David

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Read Answer Asked by David on September 29, 2016

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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• First National Financial Corporation (FN $48.24)
  • $48.24 P/E (TTM): 15.81X Cap: $2.90B
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Q: Over the past year HCG is down ~ 15% while FN is up ~ 45%. FN has an attractive yield and low PE ratio ~ 13 according to TMX. I hold most stocks in your balanced portfolio so wonder if it would be time to sell HCG and replace with FN.
Appreciate your comments on this trade. Thanks to your recommendations in BE portfolio I own many profitable stocksI would not have bought otherwise.
Steve

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Read Answer Asked by Steve on September 29, 2016

• iShares Gold Bullion ETF (CGL.C $38.79)
  • $38.79 Cap: $524M
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• iShares Gold Bullion ETF (CGL $26.00)
  • $26.00 Cap: $1.52B
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Q: My broker recently bought CGL.C and not CGL. Do you prefer CGL over CGL.C. If so why?I was not aware that there was a hedge and non-hedge fund.

Thanks
Dolores

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Read Answer Asked on September 29, 2016

• Element Fleet Management Corp. (EFN $37.59)
  • $37.59 P/E (TTM): 28.34X Cap: $15.04B
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Q: call options are being sold today on efn. how is this possible if the stock is to be split on oct 4th into two new stocks. I was interested in selling covered calls for apr 2017.

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Read Answer Asked by andrew on September 28, 2016

• Element Fleet Management Corp. (EFN $37.59)
  • $37.59 P/E (TTM): 28.34X Cap: $15.04B
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Q: 'ECN' is trading today; is this the same ECN as is being created out of Element Financial? How is it that it can trade ahead of the split?

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Read Answer Asked by John on September 28, 2016

• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
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Q: Can you give an opinion on Ontario suspending Energy plan with regards to renewable energy companies RNW etc ?

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Read Answer Asked by terrance on September 28, 2016

• Veresen Inc. (VSN $18.51)
  • $18.51 P/E (TTM): 35.6X
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Q: A broker came out with a report on VSN today that put the target price at 12.00 (CIBC is at $14), below the current price of 12.75. Upon further checking it appears most analysts share that view. Their payout ratio seems to be high, and projects are unsure. Time to sell? Move to TRP? BIP.UN?

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Read Answer Asked by Kurt W on September 28, 2016

• LOGiQ Asset Management (LGQ)
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Q: Good Afternoon 5i,
You seem to be warming up to Aston Hill (AHF), what would you like to see to give you greater confidence here and over what time frame? Seems like several intelligent people between the two companies.
Thank-you.

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Read Answer Asked by Chris on September 28, 2016

• K-Bro Linen Inc. (KBL $35.73)
  • $35.73 P/E (TTM): 19.95X Cap: $360M
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• Boston Pizza Royalties Income Fund (BPF.UN $20.85)
  • $20.85 P/E (TTM): 21.52X Cap: $485M
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Q: I manage finances for my 93 year-old mother-in-law (she is demented but fortunately still a nice lady). Her investments are mostly dividend-paying stocks. I do need to raise some capital for her care. I am hesitating between selling shares in K-Bro Linen versus Boston Pizza Royalties IF. I would appreciate your opinion. Thank you.

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Read Answer Asked by jacques on September 28, 2016

• Twitter Inc. (TWTR)
  • Cap: $41.09B
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Q: Would you recommend buying Twitter for the takeover speculation.

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Read Answer Asked by Imtiaz on September 28, 2016

• Tucows Inc. (TC $28.71)
  • $28.71 Cap: $318M
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Q: Tucows has jumped in stock price recently with relatively higher volume. Please give reasons and recommendation Buy/Sell or Hold? I am already holding it for 3.5% of my portfolio.

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Read Answer Asked by Bill on September 28, 2016