Investment Q&A

• Vanguard S&P 500 Index ETF (CAD-hedged) (VSP $108.82)
  • $108.82 P/E (TTM): 27.12X Cap: $5.26B
  • View VSP Profile
  • View Questions on VSP
• Vanguard U.S. Total Market Index ETF (VUN $125.65)
  • $125.65 P/E (TTM): 27.14X Cap: $14.45B
  • View VUN Profile
  • View Questions on VUN
• Vanguard S&P 500 ETF (VOO $626.87)
  • $626.87 P/E (TTM): 27.51X Cap: $766.02B
  • View VOO Profile
  • View Questions on VOO
• Vanguard High Dividend Yield Indx ETF (VYM $146.01)
  • $146.01 P/E (TTM): 19.26X Cap: $67.09B
  • View VYM Profile
  • View Questions on VYM

Q: Can you please give me your recommendations for ETFS in the following categories?

US S&P 500
US Total Market
US Dividend

Thanks

Upvote 0

Read Answer Asked by EVAN on July 25, 2019

• iShares Core Canadian Universe Bond Index ETF (XBB $28.12)
  • $28.12 Cap: $8.89B
  • View XBB Profile
  • View Questions on XBB
• Vanguard Canadian Short-Term Corporate Bond Index ETF (VSC $24.26)
  • $24.26 Cap: $1.29B
  • View VSC Profile
  • View Questions on VSC

Q: Thank you for your Portfolio Analytics feature, I am finding it a useful tool for helping with overall perspective.

Here is a sounding board fixed income ETF allocation question.

In registered accounts I currently have 1% XBB and another 4'ish% spread generally evenly between VSC, CLF and CBO.

For general simplification purposes would it be a better idea to only hold a couple of ETFs or maybe even just a single bond fund?

Possibly keep XBB and choose one of shorter-termed VSC/CLF/CBO products? Would you suggest different ETF(s) instead? Thanks for any ideas and I recognize you are not giving individual advice.

Upvote 0

Read Answer Asked by Richard on July 25, 2019

• Covalon Technologies Ltd. (COV $1.83)
  • $1.83 P/E (TTM): 24.62X Cap: $50M
  • View COV Profile
  • View Questions on COV
  • View Reports on COV

Q: Comments on release today and what your view is going forward. Are you still optimistic about it?

Upvote 0

Read Answer Asked on July 25, 2019

• Covalon Technologies Ltd. (COV $1.83)
  • $1.83 P/E (TTM): 24.62X Cap: $50M
  • View COV Profile
  • View Questions on COV
  • View Reports on COV

Q: Hi guys,
What is your opinion on the Corporate update released today and what effect could it have on the Stock price.

Thanks

Upvote 0

Read Answer Asked by Peter on July 25, 2019

• TUPPERW.BRAND.CORP.DL-01 (TUP)
  • View TUP Profile
  • View Questions on TUP

Q: Good day, what are your thoughts on this stock? They missed targets and have provided lower guidance, but is the drop (in the stock price) over-done? How Is their debt coverage? Thanks.

Upvote 0

Read Answer Asked by Michael on July 25, 2019

• PayPal Holdings Inc. (PYPL $61.66)
  • $61.66 P/E (TTM): 12.31X Cap: $57.69B
  • View PYPL Profile
  • View Questions on PYPL

Q: May I please hear from you on PayPal’s earnings. The earnings looked good to me but it’s down 6% after hours due to future outlook on earnings from what I can gather. Would you suggest continuing to hold and ride out any negative reaction? Thank you.

Upvote 0

Read Answer Asked by Jason on July 25, 2019

• Loblaw Companies Limited (L $61.21)
  • $61.21 P/E (TTM): 7.57X Cap: $73.17B
  • View L Profile
  • View Questions on L
• FirstService Corporation (FSV $212.57)
  • $212.57 P/E (TTM): 48.78X Cap: $9.61B
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV

Q: Early thoughts on the earnings releases today?

Upvote 0

Read Answer Asked by Doug on July 25, 2019

• FirstService Corporation (FSV $212.57)
  • $212.57 P/E (TTM): 48.78X Cap: $9.61B
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV

Q: Good morning
First Service seems to be climbing nicely. Is there some specific news? Cheers

Upvote 0

Read Answer Asked by Margot on July 25, 2019

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN

Q: Please comment on AW.UN's results today Txs for u usual great services & views

Upvote 0

Read Answer Asked by Peter on July 25, 2019

• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.16)
  • $5.16 Cap: $1.28B
  • View NWH.UN Profile
  • View Questions on NWH.UN

Q: Your comments on NWH.UN's recent purchase of properties & their issuance of trust units . Are these moves positive, negative or neutral. So far it has done well for me. Thanks ,as always for your valued information.

Upvote 0

Read Answer Asked by Dave on July 25, 2019

• ARC Resources Ltd. (ARX $25.91)
  • $25.91 P/E (TTM): 6.56X Cap: $15.10B
  • View ARX Profile
  • View Questions on ARX
• Whitecap Resources Inc. (WCP $11.73)
  • $11.73 P/E (TTM): 9.92X Cap: $14.24B
  • View WCP Profile
  • View Questions on WCP
• TORC Oil & Gas Ltd. (TOG $3.21)
  • $3.21 Cap: $714M
  • View TOG Profile
  • View Questions on TOG
• Savaria Corporation (SIS $21.83)
  • $21.83 P/E (TTM): 25.12X Cap: $1.56B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• High Arctic Energy Services Inc. (HWO $0.90)
  • $0.90 Cap: $10M
  • View HWO Profile
  • View Questions on HWO

Q: A good chunk of my TFSA was chugging along nicely to the tune of KWH and its nice dividend, but ... alas ... no more!

Thinking of redistributing the money into WCP ... or any of the others in the energy sector mentioned above. Your thoughts?

I've also been toying with avoiding the sector altogether in this account (since I hold Enbridge and Algonquin Power in an RSP) ... and stepping over to Savaria?

The crystal ball question (without holding anybody to account is!) ... is ... which is likely to do better ... the energy picks, or Savaria? (I'm looking for a dividend with some growth in this account.)

If I should avoid ALL of these at the moment, any other thoughts on "growth with dividend"?

Thanks, as always!

Upvote 0

Read Answer Asked by Sylvia on July 25, 2019

• WPT Industrial Real Estate Investment Trust (WIR.UN $26.81)
  • $26.81 P/E (TTM): 4.06X Cap: $2.25B
  • View WIR.UN Profile
  • View Questions on WIR.UN
• Slate Retail REIT Class U Units (SRT.U)
  • P/E (TTM): 9.5X Cap: $291M
  • View SRT.U Profile
  • View Questions on SRT.U

Q: Am looking at these two reits who pay distributions in US $. Your opinion on both and would you recommend one or the other, both or neither. Thanks Derek

Upvote 0

Read Answer Asked by Derek on July 25, 2019

• Alimentation Couche-Tard Inc. (ATD $72.24)
  • $72.24 P/E (TTM): 18.6X Cap: $66.87B
  • View ATD Profile
  • View Questions on ATD
• Fire & Flower Holdings Corp. (FAF $0.29)
  • $0.29 Cap: $13M
  • View FAF Profile
  • View Questions on FAF

Q: May I please have your opinion on the Fire and Flower deal announced today. Thank you.

Upvote 0

Read Answer Asked by Manoj on July 25, 2019

Q: À Canadian citizen returning to Canada after working in Australia for 14 years. Can such a person make TFSA’s contributions retroactive ?
This would make an eligible contribution today of $ 63,500.00
I cannot find an answer to this question anywhere.
Thanks

Upvote 0

Read Answer Asked by Luc on July 25, 2019

• nLIGHT Inc. (LASR $36.12)
  • $36.12 Cap: $1.91B
  • View LASR Profile
  • View Questions on LASR

Q: What are your thoughts on nLight?

Upvote 0

Read Answer Asked by Liam on July 25, 2019

• Strathcona Resources Ltd. (SCR $41.94)
  • $41.94 P/E (TTM): 8.28X Cap: $8.98B
  • View SCR Profile
  • View Questions on SCR

Q: Please comment on today's results and what do you think are the chances of getting the NJ gambling licence?
Thx

Upvote 0

Read Answer Asked by Tim on July 25, 2019

• ProShares S&P 500 Dividend Aristocrats ETF (NOBL $105.71)
  • $105.71 P/E (TTM): 22.9X Cap: $11.41B
  • View NOBL Profile
  • View Questions on NOBL
• Vanguard Dividend Appreciation FTF (VIG $222.08)
  • $222.08 P/E (TTM): 24.09X Cap: $99.10B
  • View VIG Profile
  • View Questions on VIG

Q: Which would you prefer to beef up US exposer in an RRSP

Upvote 0

Read Answer Asked by GRAHAM on July 25, 2019

• Savaria Corporation (SIS $21.83)
  • $21.83 P/E (TTM): 25.12X Cap: $1.56B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: I own ENB, CGX, BPY, AQN, and MSI in my TFSA and also have a 20% cash position. Was looking at deploying half the cash into one of either AFN, JWEL, FSZ, NFI or SIS. What would you suggest as the best for a 5+ year hold with a combination of dividends and growth.

Upvote 0

Read Answer Asked by Kelly on July 25, 2019

• Tesla Inc. (TSLA $458.96)
  • $458.96 P/E (TTM): 300.97X Cap: $1.48T
  • View TSLA Profile
  • View Questions on TSLA

Q: Do you view Tesla as an auto or tech company? Would you focus on gross margin and production in the quarterly results or would you value the company based on its technology, considering the level of investments in autonomous self driving cars by the traditional auto manufacturers? Will the end game for Tesla is being acquired by a traditional auto manufacturer? Is it a buy for you at this stage?

Upvote 0

Read Answer Asked by Rajiv on July 25, 2019

• MindWalk Holdings Corp Com (IPA $6.50)
  • $6.50 Cap: $300M
  • View IPA Profile
  • View Questions on IPA

Q: Does this company have any insider ownership?
Has there been any recent insider activity?
Thanks

Upvote 0

Read Answer Asked by EVAN on July 25, 2019