Investment Q&A

• Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U $17.68)
  • $17.68 P/E (TTM): 37.23X Cap: $2.37B
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• iShares MSCI India Small-Cap ETF (SMIN $72.48)
  • $72.48 P/E (TTM): 83.71X Cap: $940M
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• iShares MSCI India ETF (INDA $52.49)
  • $52.49 P/E (TTM): 33.15X Cap: $9.27B
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• iShares S&P India Nifty 50 Index Fund (INDY $51.28)
  • $51.28 P/E (TTM): 14.9X Cap: $664M
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• ICICI Bank Limited (IBN $30.69)
  • $30.69 P/E (TTM): 19.45X Cap: $110.49B
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• HDFC Bank Limited (HDB $34.25)
  • $34.25 P/E (TTM): 34.79X Cap: $176.36B
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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.

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Read Answer Asked by Michael on October 16, 2019

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $167.86)
  • $167.86 P/E (TTM): 33.33X Cap: $2.71B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $60.47)
  • $60.47 P/E (TTM): 33.61X Cap: $4.04B
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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

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Read Answer Asked by Alice on October 16, 2019

• Profound Medical Corp. (PRN $7.20)
  • $7.20 Cap: $216M
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Q: Wow,, what a jump in share value,, do I hold or sell my 7500 shares?

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Read Answer Asked by Jerry on October 16, 2019

• BMO MSCI Emerging Markets Index ETF (ZEM $26.57)
  • $26.57 P/E (TTM): 4.5X Cap: $1.78B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.00)
  • $45.00 Cap: $2.99B
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• RBC Emerging Markets Equity Fund Series D (RBF1099 $24.86)
  • $24.86 P/E (TTM): 14.9X
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• Invesco Emerging Markets Class Series D (AIM2100 $12.67)
  • $12.67 P/E (TTM): 13.5X Cap: $2M
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• Mawer Emerging Markets Equity Fund Series A (MAW160 $17.85)
  • $17.85 P/E (TTM): 15.9X Cap: $70M
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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.

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Read Answer Asked by Paul on October 16, 2019

• Docebo Inc. (DCBO $39.49)
  • $39.49 P/E (TTM): 42.38X Cap: $1.15B
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Q: Do you really like stepping into failed IPO’s? I thought you felt the opposite.
Jim

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Read Answer Asked by James on October 16, 2019

• Docebo Inc. (DCBO $39.49)
  • $39.49 P/E (TTM): 42.38X Cap: $1.15B
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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

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Read Answer Asked by David on October 16, 2019

• SIR Royalty Income Fund (SRV.UN $14.75)
  • $14.75 P/E (TTM): 12.67X Cap: $122M
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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

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Read Answer Asked by Chris on October 16, 2019

• American Tower Corporation (REIT) (AMT $193.71)
  • $193.71 P/E (TTM): 70.39X Cap: $90.70B
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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

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Read Answer Asked by Mark on October 16, 2019

• Vanguard International Dividend Appreciation ETF (VIGI $88.12)
  • $88.12 P/E (TTM): 18.8X Cap: $8.26B
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• RBC Global Dividend Growth Fund Series A (RBF565 $25.26)
  • $25.26 P/E (TTM): 16.9X
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Q: Can you give me a suggestion for both ETF and Mutual funds for Global Dividends with average risk exposure

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Read Answer Asked by John on October 16, 2019

• Algonquin Power & Utilities Corp. (AQN $7.49)
  • $7.49 Cap: $5.78B
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• American Hotel Income Properties REIT LP (HOT.UN $0.41)
  • $0.41 Cap: $32M
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• Nutrien Ltd. (NTR $81.10)
  • $81.10 P/E (TTM): 181.98X Cap: $39.88B
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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.

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Read Answer Asked by Robert on October 16, 2019

• Athabasca Oil Corporation (ATH $6.78)
  • $6.78 P/E (TTM): 7.6X Cap: $3.37B
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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?

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Read Answer Asked by John on October 16, 2019

• CannTrust Holdings Inc. (TRST $0.91)
  • $0.91 Cap: $128M
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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 !!!

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Read Answer Asked by Frank on October 16, 2019

• Miscellaneous (MISC)
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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.

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Read Answer Asked by John on October 16, 2019

• Bausch Health Companies Inc. (BHC $9.01)
  • $9.01 P/E (TTM): 27.24X Cap: $3.43B
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Q: What do you think of Citron's take on Bausch Health? The link is here: https://citronresearch.com/bausch-health-the-textbook-turnaround/

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Read Answer Asked by Matt on October 16, 2019

• Carnival Corporation (CCL $30.48)
  • $30.48 P/E (TTM): 16.16X Cap: $41.17B
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Q: Current thoughts on Carnival as an investment opportunity? Why is the stock down ytd?

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Read Answer Asked by Cory on October 16, 2019

• Chartwell Retirement Residences (CSH.UN $19.77)
  • $19.77 P/E (TTM): 88.09X Cap: $5.75B
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• Sienna Senior Living Inc. (SIA $18.39)
  • $18.39 P/E (TTM): 45.5X Cap: $1.67B
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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?

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Read Answer Asked by Larry on October 16, 2019

• Vanguard Total International Stock (VXUS $72.49)
  • $72.49 Cap: $95.75B
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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.

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Read Answer Asked by Fred on October 16, 2019

• Akumin Inc. (AKU $0.53)
  • $0.53 Cap: $48M
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Q: This company looks interesting for the health care sector but the price has been dropping. Is there problems or opurtunity to buy.

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Read Answer Asked by Tim on October 16, 2019

• Fortis Inc. (FTS $69.01)
  • $69.01 P/E (TTM): 20.07X Cap: $34.75B
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Q: Hi any thoughts why this stock has been under downward pressure
Kind regards
Stan

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Read Answer Asked by Stan on October 16, 2019

• Hamilton Thorne Ltd. (HTL $2.24)
  • $2.24 Cap: $345M
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Q: Hi. Do you believe that HTL could represent a buying opportunity at its current price (below $ 1) ? Thanks in advance.

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Read Answer Asked by Stéphane on October 16, 2019