Investment Q&A

• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $70.38)
  • $70.38 P/E (TTM): 22.25X Cap: $184M
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• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $21.06)
  • $21.06 P/E (TTM): 54.09X Cap: $741M
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• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $71.54)
  • $71.54 P/E (TTM): 26.75X Cap: $565M
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• iShares MSCI Europe IMI Index ETF (CAD-Hedged) (XEH $37.39)
  • $37.39 P/E (TTM): 25.5X Cap: $271M
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Q: Hi 5i- The 4 etf mentioned are all ca. hedged. As such my concern is the cdn. dollar direction going forward. I don't see any good non hedged options. Should I stay the course or do you have a better suggestion. thanks for yur input.
peter

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Read Answer Asked by Peter on March 05, 2018

• BMO Equal Weight US Banks Index ETF (ZBK $42.96)
  • $42.96 P/E (TTM): 12.24X Cap: $615M
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• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $172.20)
  • $172.20 P/E (TTM): 35.03X Cap: $2.77B
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Q: Hi Are there any Canadian versions of these etf s that are not hedged ? Second am i right in you buy hedged version if you expect Canadian $ to go down ? thanks James

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Read Answer Asked by JAMES on March 05, 2018

• Vanguard FTSE Canada Index ETF (VCE $68.08)
  • $68.08 P/E (TTM): 16.98X Cap: $2.92B
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Q: What ETF's would you suggest for broad exposure to the Canadian market?

Thanks
Amy

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Read Answer Asked by Amy on March 05, 2018

• BMO Equal Weight US Banks Index ETF (ZBK $42.96)
  • $42.96 P/E (TTM): 12.24X Cap: $615M
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Q: Answering James question this morning, I thought ZBK is the un-hedged version of ZUB. Am I correct?

Thanks.

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Read Answer Asked by Saad on March 05, 2018

• Granite Real Estate Investment Trust (GRT.UN $78.29)
  • $78.29 P/E (TTM): 38.1X Cap: $4.74B
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Q: May I have your comments on the recent earnings report for Granite. Thank you

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Read Answer Asked by Margot on March 05, 2018

• Whitecap Resources Inc. (WCP $11.60)
  • $11.60 P/E (TTM): 10.03X Cap: $14.08B
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• Surge Energy Inc. (SGY $6.88)
  • $6.88 P/E (TTM): 17.77X Cap: $681M
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• Spartan Energy Corp. (SPE $6.68)
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Q: Hi, I would appreciate if you can rate these 3 energy names in terms of upside potential. Would your decision be different considering SPE does not pay dividend while other two does.
Also, any Balance sheet concerns.
Thanks,

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Read Answer Asked by Harpinder on March 05, 2018

• Enbridge Inc. (ENB $65.66)
  • $65.66 P/E (TTM): 25.03X Cap: $143.22B
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Q: At what point do you take enbridge out behind the barn and shoot it? Or is the flip side true and its becoming a screaming buy to be averaged into? I thought it was a steal at 48. Less than keen to watch it slide even further.

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Read Answer Asked by Tim on March 05, 2018

• Cannabis Growth Opportunity Fund (CGOC)
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Q: I have some money in the private Stonecastle Cannabis Growth Opportunity Fund as welll as the long/short Stonecastle Fund that is also heavily invested in private and public pot stocks and an array of restricted shares and bonds in the industry as well.please give me your insights and opinions

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Read Answer Asked by Brad on March 05, 2018

• Bank of Nova Scotia (The) (BNS $100.55)
  • $100.55 P/E (TTM): 24.61X Cap: $124.84B
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• Canadian National Railway Company (CNR $135.46)
  • $135.46 P/E (TTM): 18.28X Cap: $83.37B
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• TC Energy Corporation (TRP $75.36)
  • $75.36 P/E (TTM): 23.09X Cap: $78.44B
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Q: Hi, there is an article on Motley Fool today that lists these 3 stocks as forever hold (especially on recent pullbacks) for value, growth and dividend growth. What is your take on this? I have 30+ years and use any drips available. I already own bns as well. Do you know if anything that presents major issues or headwinds for them?

Thanks

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Read Answer Asked by david on March 05, 2018

• Marksmen Energy Inc. (MAH $0.01)
  • $0.01 Cap: $1M
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Q: Can you give me insight on company and management please.is it a good speculative play or should I holiday in Vegas instead.

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Read Answer Asked by Brad on March 05, 2018

Q: I would appreciate your opinion on the Spartan group of funds. In particular the MM fund SPA520. I noticed one of the principles of this fund was also involved in managing the Salida multi strategy fund and you know how this fund ended up with disaster performance.

Thanks

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Read Answer Asked by Saad on March 05, 2018

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Hello, I have two questions on KWH. First, what is the debt to cash flow ratio of KWH? Second, I see a P/E ratio of 230, is that what you have in your database? This seems to me pretty expensive. Thanks, Gervais

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Read Answer Asked by Gervais on March 05, 2018

• Peyto Exploration & Development Corp. (PEY $22.95)
  • $22.95 P/E (TTM): 12.49X Cap: $4.61B
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Q: Is this a good buy for long term dividend income?

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Read Answer Asked by Robert on March 05, 2018

• Intel Corporation (INTC $37.51)
  • $37.51 P/E (TTM): 3781.0X Cap: $164.18B
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Q: please comment on the possible impact of quantum computing development in other
companies on Intel price performance . would its chips become less valuable ? What is your comment on Intel .
Thanks

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Read Answer Asked by Lai Kuen on March 05, 2018

• Welltower Inc. (WELL $190.47)
  • $190.47 P/E (TTM): 127.9X Cap: $130.72B
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• Altria Group Inc. (MO $59.09)
  • $59.09 P/E (TTM): 11.21X Cap: $99.19B
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• Pfizer Inc. (PFE $26.43)
  • $26.43 P/E (TTM): 13.75X Cap: $150.27B
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• Philip Morris International Inc (PM $158.41)
  • $158.41 P/E (TTM): 27.78X Cap: $246.58B
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• Verizon Communications Inc. (VZ $40.80)
  • $40.80 P/E (TTM): 8.74X Cap: $172.03B
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Q: Could you please suggest 2-3 undervalued US stocks with dividend 4% or more.

Thanks,
Milan

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Read Answer Asked by Milan on March 05, 2018

Q: Hello
Could you please tell me how drips get taxed?
Since they pay in stock, does the value of the stock received get treated as dividend income on a T5? Is the only difference being the dividends are paid in stock and often purchased at a discount?
Or is it a formula where the ACB gets adjusted and the benefit is in the form of a capital gain once the shares are sold?
Thanks

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Read Answer Asked by Carlo on March 05, 2018

• Geodrill Limited Ordinary Shares (GEO $3.94)
  • $3.94 P/E (TTM): 14.82X Cap: $185M
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Q: Comments on GEO financials released this morning (Monday). What do you expect going forward. Is this a time to complete a position?

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Read Answer Asked on March 05, 2018

• Enghouse Systems Limited (ENGH $20.10)
  • $20.10 P/E (TTM): 14.76X Cap: $1.10B
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• Kinaxis Inc. (KXS $174.59)
  • $174.59 P/E (TTM): 102.93X Cap: $4.89B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $220.22)
  • $220.22 P/E (TTM): 144.0X Cap: $286.56B
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• goeasy Ltd. (GSY $123.61)
  • $123.61 P/E (TTM): 8.9X Cap: $1.98B
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Q: I have some money to add to 2 of the listed companies. Please rank them according to safer growth prospects (with your rationale).
Much appreciated as usual. RAM

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Read Answer Asked by Ray on March 05, 2018

Q: Your sudden sell recommendation on abt totally shocked me.
Your thesis has always has been to invest over the longer term.
This stock was your favorite not to long ago and now all of a sudden management is lousy and you have no confidence in abt anymore.
Other people you tell to wait a couple more months ,see if things turn around.
My question,did you ever talk to management?did you visit their offices?
You mention it as a take over candidate....which companies could take this over?
Are their growth prospects taken longer then expected,or is it not expected at all?
Is the dididend safe?

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Read Answer Asked by Josh on March 05, 2018

• Amazon.com Inc. (AMZN $222.54)
  • $222.54 P/E (TTM): 31.95X Cap: $2.37T
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• Micron Technology Inc. (MU $237.50)
  • $237.50 P/E (TTM): 31.77X Cap: $266.58B
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• NVIDIA Corporation (NVDA $176.29)
  • $176.29 P/E (TTM): 43.43X Cap: $4.28T
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• Atlassian Corporation (TEAM $159.17)
  • $159.17 Cap: $41.87B
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• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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Q: On the US side, what are your 5 favorite companies for the long term?

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Read Answer Asked by Andrew on March 05, 2018