Investment Q&A

• Toronto-Dominion Bank (The) (TD $100.09)
  • $100.09 P/E (TTM): 10.24X Cap: $172.40B
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Q: I own 3 banks - TD, BNS and RY. Over the past 3+ months, TD share price has definitely underperformed the other 2 banks. It seems this happens every day. Can I get your view on TD? Do you still like it?

thanks

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Read Answer Asked on February 09, 2017

• Methanex Corporation (MX $45.70)
  • $45.70 P/E (TTM): 11.2X Cap: $3.07B
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Q: My question relates to your insights on sector performance. Consider WLKP (Westlake) CINR (Ciner) BAK (Braskem) (these are 3 US stocks) and MX (Methanex) (Canadian) , which might be characterized as base chemicals. What view do you have on this sectors performance, or individual performance?

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Read Answer Asked by Jean on February 09, 2017

• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $33.16)
  • $33.16 P/E (TTM): 24.52X Cap: $326M
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Q: VFH is a US ETF with broad coverage of US banking. The bank ETFs & stocks took a big jump after the US election. Do you think all the potential upside is already priced in? Is there a Canadian ETF providing the same exposure that you would recommend or is VFH the best approach here? Many thanks.

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Read Answer Asked by Brian on February 09, 2017

• Enbridge Inc. (ENB $63.73)
  • $63.73 P/E (TTM): 23.56X Cap: $138.93B
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• Enbridge Income Fund Holdings Inc. (ENF $31.88)
  • $31.88 P/E (TTM): 5.5X
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Q: Why do pipelines, such as PPL, ENB and ENF, have been sold off so aggressively in the last while? Any particular reasons? Since Keystone XL has been revived would it not give the pipeline sector a boost?

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Read Answer Asked by Victor on February 09, 2017

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $157.00)
  • $157.00 P/E (TTM): 72.82X Cap: $2.43B
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Q: Hi gents looking to get into the tech sector as I have no holdings at present - prefer US but does but open to a Canadian company if it makes sense

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Read Answer Asked by Terence on February 09, 2017

• iShares S&P/TSX Global Gold Index ETF (XGD $32.02)
  • $32.02 P/E (TTM): 97.83X Cap: $2.25B
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Q: What do you think of holding 5% of gold in my portfolio? If so, what 'd you recommend?specific company or ETF's? Thanks.

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Read Answer Asked by Fooklin on February 09, 2017

• Vanguard S&P 500 Index ETF (VFV $152.73)
  • $152.73 P/E (TTM): 24.94X Cap: $23.83B
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• Vanguard S&P 500 Index ETF (CAD-hedged) (VSP $99.85)
  • $99.85 P/E (TTM): 24.95X Cap: $4.65B
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Q: Which ETF would be your preference? Vanguard VSP or VFV
With thanks, Bill

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Read Answer Asked by William J on February 09, 2017

• Miscellaneous (MISC)
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Q: I have always heard that the best time to buy a stock is when it hits a second new high. Do you agree?

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Read Answer Asked by Helen on February 09, 2017

• Freshii Inc. Class A Subordinate Voting Shares (FRII $2.29)
  • $2.29 Cap: $67M
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Q: Your opinion and advise to buy/add/sell ? Thank you

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Read Answer Asked by Kamal on February 09, 2017

• Currency Exchange International Corp. (CXI $19.95)
  • $19.95 P/E (TTM): 25.55X Cap: $125M
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Q: I note that the shorts on this stock seem to be rising and very little action this morning. Is this company in trouble.

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Read Answer Asked by James on February 09, 2017

• Sylogist Ltd. (SYZ $9.30)
  • $9.30 Cap: $217M
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.63)
  • $163.63 P/E (TTM): 97.92X Cap: $212.29B
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Q: SYZ continues to drop - is there something "wrong"? Is it time to bail (ie. "stop loss") and buy something whose stock is increasing such as SHOP? Selling low (SYZ) and buying high(SHOP)is often not a good strategy unless the low is going lower and the high is going higher. Your thoughts on doing this trade.

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Read Answer Asked by David on February 09, 2017

• Gilead Sciences Inc. (GILD $114.51)
  • $114.51 P/E (TTM): 23.78X Cap: $142.44B
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Q: Hello,

I am selling my GILD stock today. what would you suggest as a replacment for this in the US.
Thank you

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Read Answer Asked by Josette on February 08, 2017

• Cal-Maine Foods Inc. (CALM $103.61)
  • $103.61 P/E (TTM): 4.32X Cap: $5.11B
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Q: Any update on Calm's dividend re instatement

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Read Answer Asked by Jean on February 08, 2017

• Savaria Corporation (SIS $19.84)
  • $19.84 P/E (TTM): 28.75X Cap: $1.41B
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Q: what is going on with savaria down 2 days now buying opportunity ?

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Read Answer Asked by Dale on February 08, 2017

• Altus Group Limited (AIF $58.05)
  • $58.05 P/E (TTM): 544.77X Cap: $2.58B
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Q: Hi,
When I look at AIF on the TSX website, it lists the stock in the technology sector. Would you count them towards your technology or real estate sector allocation?

Thanks!
Keith

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Read Answer Asked by Keith on February 08, 2017

• GSE Systems Inc. (GVP)
  • Cap: $15M
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Q: I realize this company (GSE Systems, GVP-US) may not be covered by you in the normal course of events but it was mentioned by a BNN analyst and sounded very interesting. Do you know anything about it?

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Read Answer Asked by Ryczard on February 08, 2017

• Tucows Inc. (TC $22.80)
  • $22.80 Cap: $252M
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Q: Can you please comment on the recent earnings of Tucows. Would you initiate a position at this point given the earnings and recent acquisition.

Thanks

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Read Answer Asked by Greg on February 08, 2017

• Canexus Corporation (CUS $1.64)
  • $1.64 P/E (TTM): 27.9X Cap: $1.66B
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Q: I own both of these companies, through BMO INvestorLine. Keep getting messages to act upon something. I am of the opinion that failure to make an election will result in a cash payment under the arrangement to be paid in Canadian Funds (which I want). Timing 1 to 3 weeks for payment. Does this seem to be correct or do I really have to Make an election?

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Read Answer Asked by Al on February 08, 2017

• Starlight U.S. Multi-Family Core Fund (UMF.A $21.00)
  • $21.00 P/E (TTM): 5.1X
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Q: This company seems to fly under the radar. Is this something I should be looking at as another REIT? I think it is now listed as stus.a-v. Recommended by a friend for income. What do you think?

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Read Answer Asked by Bob on February 08, 2017

• Just Energy Group Inc. (JE $0.21)
  • $0.21 Cap: $9M
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Q: Pls. provide the details of JE's new pref share offering. Is there a reset minimum; over what base i.e. 5 yr. Canada or; are there any unusual wrinkles?
Also what is your opinion of the offering and the effect of resulting debt reduction on the Company?
Thank you, Hugh

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Read Answer Asked by Hugh on February 08, 2017