Investment Q&A

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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Q: Morning boys:
Is it time to step back in this name?
Thx
Mark

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Read Answer Asked by Mark on January 22, 2020

• Vermilion Energy Inc. (VET $10.42)
  • $10.42 Cap: $1.55B
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• Parex Resources Inc. (PXT $16.86)
  • $16.86 P/E (TTM): 9.16X Cap: $1.61B
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Q: Hi Team!

I'd like to add some names in the energy space given its beat up status. Can you provide 3 names that would provide a proxy on a recovery in this area?

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Read Answer Asked by Ian on January 22, 2020

• Innergex Renewable Energy Inc. (INE $13.74)
  • $13.74 P/E (TTM): 72.32X Cap: $2.79B
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• Boralex Inc. Class A Shares (BLX $29.72)
  • $29.72 Cap: $3.03B
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Q: How would you compare BLX and INE ?

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Read Answer Asked by terrance on January 22, 2020

• Horizons China High Dividend Yield Index ETF (HCN $22.00)
  • $22.00 P/E (TTM): 7.3X
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• iShares Asia/Pacific Dividend ETF (DVYA $42.35)
  • $42.35 P/E (TTM): 17.08X Cap: $45M
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Q: Hi Team
is there any etf that are similar to VGG that is focus on Asian?? is there any you would recommend for a long term hold?

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Read Answer Asked by Danny on January 22, 2020

• Franco-Nevada Corporation (FNV $255.61)
  • $255.61 P/E (TTM): 44.13X Cap: $48.69B
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• Wheaton Precious Metals Corp. (WPM $132.28)
  • $132.28 P/E (TTM): 53.98X Cap: $59.56B
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• Agnico Eagle Mines Limited (AEM $190.17)
  • $190.17 P/E (TTM): 27.85X Cap: $95.30B
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• iShares S&P/TSX Global Gold Index ETF (XGD $36.87)
  • $36.87 P/E (TTM): 106.6X Cap: $2.56B
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• iShares Gold Bullion ETF (CGL.C $39.19)
  • $39.19 Cap: $526M
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Q: Hi guys. In your opinion what is the best way in Canada to get some gold exposure? Would you buy a specific company Like AEM or WPM or just go with an etf like XGD?

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Read Answer Asked by Ryan on January 22, 2020

• PayPal Holdings Inc. (PYPL $69.18)
  • $69.18 P/E (TTM): 14.61X Cap: $64.53B
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• Mastercard Incorporated (MA $598.08)
  • $598.08 P/E (TTM): 39.96X Cap: $535.10B
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• Visa Inc. (V $349.74)
  • $349.74 P/E (TTM): 33.59X Cap: $666.73B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Global Payments Inc. (GPN $89.24)
  • $89.24 P/E (TTM): 13.88X Cap: $20.79B
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Q: Can you explain how GPN was better than the newer fintech plays like SQ + PYPL last year?

Is this a trend that will continue?

What's going on in this space?

Thanks as always.

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Read Answer Asked by Mark on January 22, 2020

• Manulife Financial Corporation (MFC $42.51)
  • $42.51 P/E (TTM): 13.19X Cap: $70.99B
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• Canadian Imperial Bank Of Commerce (CM $101.76)
  • $101.76 P/E (TTM): 12.64X Cap: $94.91B
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• Husky Energy Inc. (HSE $6.76)
  • $6.76 Cap: $6.79B
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• Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B $0.09)
  • $0.09 Cap: $17M
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• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $20.22)
  • $20.22 P/E (TTM): 9.25X Cap: $1.67B
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• MCAN Mortgage Corporation (MKP $21.67)
  • $21.67 P/E (TTM): 11.65X Cap: $855M
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• Wajax Corporation (WJX $23.59)
  • $23.59 P/E (TTM): 13.86X Cap: $503M
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Q: Wajax and Transcontinental have several things in common : mid single digit p/e, moderately high yield, relatively safe pay-out ratio, and a turnaround in earnings seems possible. Can you think of any other companies whose profile hits the 4 previously mentioned criteria. Thank you.

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Read Answer Asked by JACK on January 22, 2020

• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $15.00)
  • $15.00 P/E (TTM): 21.8X Cap: $423M
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Q: CSW.A I owned this one oncemany years ago for quite a while and sold at nice gain. I am thinking of buying back at the current price? Seems to have minimal debt. - high pay-out ratio of 146%, liquidity ratios are great: dividend sustainable? Place to park money and earn a good dividend & would be a very small % of my portfolio?

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Read Answer Asked by James on January 22, 2020

• BMO Tactical Dividend ETF Fund (ZZZD $29.55)
  • $29.55 P/E (TTM): 20.99X Cap: $22M
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Q: I've been listening to Larry Berman for a while now on Bloomberg and I am curious about your opinion of his BMO Tactical Dividend Fund.

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Read Answer Asked by Gary on January 22, 2020

Q: Huge volume on this one today on news of a new business strategy. Would appreciate any information you may have on this small cap company.
Thanx Gary

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Read Answer Asked by Gary on January 22, 2020

• Jumia Technologies AG American Depositary Shares each representing two (JMIA $7.65)
  • $7.65 Cap: $949M
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Q: Please share your recent views on this company. Also, can you please provide 5 names for both Canada and US which have very high risk but very high potential. Thanks

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Read Answer Asked by Imtiaz on January 22, 2020

• Miscellaneous (MISC)
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Q: Hedging Strategies- With the recent run up of stocks, what are the suggested preferred options to protect ones portfolio gains from significant market correction to the downside? Selling existing stocks will lead to considerable taxation in my current scenario, with most investments being outside RRSP Accounts. Please provide a few ideas.

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Read Answer Asked by LEN on January 22, 2020

• Knight Therapeutics Inc. (GUD $6.42)
  • $6.42 P/E (TTM): 63.47X Cap: $634M
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• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $64.57)
  • $64.57 P/E (TTM): 75.18X Cap: $479M
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• iShares U.S. Medical Devices ETF (IHI $62.81)
  • $62.81 P/E (TTM): 164.7X Cap: $4.34B
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Q: I am looking to increase my investment in Canada and US/International healthcare. Do you have any suggestions? Thanks

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Read Answer Asked by Nancy on January 22, 2020

• Miscellaneous (MISC)
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Q: When evaluating various US listed ETF's for dividend growth and stability )eg: DGRO, VIG, DGRW, SCHD) is there any value or merit in looking at the p/e ratio of the ETF itself to determine value as another metric before a purchase. Many thx. Steve

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Read Answer Asked by Stephen on January 22, 2020

• Vanguard U.S. Dividend Appreciation Index ETF (VGG $99.81)
  • $99.81 Cap: $2.12B
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• Vanguard Dividend Appreciation FTF (VIG $212.06)
  • $212.06 P/E (TTM): 68.92X Cap: $92.04B
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• Vanguard Total Stock Market ETF (VTI $318.50)
  • $318.50 P/E (TTM): 71.88X Cap: $492.60B
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• Vanguard International Dividend Appreciation ETF (VIGI $90.47)
  • $90.47 P/E (TTM): 10.52X Cap: $8.40B
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• Vanguard High Dividend Yield Indx ETF (VYM $139.61)
  • $139.61 P/E (TTM): 54.22X Cap: $61.17B
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• iShares Core Dividend Growth ETF (DGRO $67.17)
  • $67.17 P/E (TTM): 58.67X Cap: $33.30B
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Q: I have very little US exposure and have US$40,000 in my RRSP that I am looking to invest. I have looked at questions and profiles on VIG, VIGI, VYM, VTI and DGRO but I am unsure which of these or others ETFs would be best and am looking for some direction. What low cost, large US $ ETF or ETFs would make the most sense with the goal of maximizing US$ dividend income. This will be a long term holding.
Thank you

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Read Answer Asked by Mark on January 22, 2020

• iShares 1-5 Year Laddered Government Bond Index ETF (CLF $17.52)
  • $17.52 Cap: $595M
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• iShares Core Canadian Short Term Bond Index ETF (XSB $26.97)
  • $26.97 Cap: $3.03B
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• Purpose High Interest Savings Fund (PSA $50.10)
  • $50.10 Cap: $3.15B
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• CI High Interest Savings ETF (CSAV $50.10)
  • $50.10 P/E (TTM): 11.34X Cap: $5.82B
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Q: Can you recommend a money market fund to park some cash for about a year?

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Read Answer Asked by Danny on January 22, 2020

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.72)
  • $20.72 P/E (TTM): 45.23X Cap: $684M
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• BMO Low Volatility International Equity ETF (ZLI $29.75)
  • $29.75 P/E (TTM): 26.03X Cap: $322M
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• iShares Core MSCI EAFE IMI Index ETF (XEF $44.94)
  • $44.94 P/E (TTM): 0.75X Cap: $13.43B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $43.33)
  • $43.33 P/E (TTM): 0.16X Cap: $2.77B
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Q: Currently my only international exposure is with VEE and ZWE. Can you please recommend 2 international equity ETF's that would compliment these?
Preferably one low cost index and one high yield.

Thanks

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Read Answer Asked by EVAN on January 22, 2020

• Repligen Corporation (RGEN $125.76)
  • $125.76 Cap: $6.73B
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Q: Could you give me an opinion on this stock? Do you think it's a good 5 year hold?

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Read Answer Asked by Wayne on January 22, 2020

• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $64.57)
  • $64.57 P/E (TTM): 75.18X Cap: $479M
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• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $60.42)
  • $60.42 P/E (TTM): 58.78X Cap: $125M
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• iShares Global Healthcare ETF (IXJ $88.42)
  • $88.42 P/E (TTM): 79.78X Cap: $3.81B
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• iShares MSCI Europe Financial Sector Index Fund (EUFN $34.74)
  • $34.74 P/E (TTM): 36.72X Cap: $4.45B
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• iShares Global Financials ETF (IXG $116.04)
  • $116.04 P/E (TTM): 37.36X Cap: $571M
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• iShares Global Industrials ETF (EXI $171.01)
  • $171.01 P/E (TTM): 54.43X Cap: $1B
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Q: Hi There

I'm needing to add some international exposure (outside NA) to my portfolio and am also under weighted on Financials, Healthcare and Industrials. I'm 38 so growth is the focus in portfolio. Can you recommend 5 top options to fit this mix - ETFs or individual stocks. Some will live in RRSP, some unregistered if that makes a difference in suggestions.

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Read Answer Asked by Ryan on January 22, 2020

• WSP Global Inc. (WSP $287.06)
  • $287.06 P/E (TTM): 45.42X Cap: $36.90B
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• Aecon Group Inc. (ARE $20.68)
  • $20.68 P/E (TTM): 57.23X Cap: $1.28B
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Q: Good morning:
Portfolio Analytics suggests that I boost my Industrial sector. Do you have a Canadian favourite for a longer term hold such as WSP, ARE, or a US stock?

My thanks.

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Read Answer Asked by David C. on January 22, 2020