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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good evening

Are there any data centre REITs that you would recommend. This is a growth dsector, but P/Es are very high. Alternatively, are there other REIT sub-sectors [such as gaming, 5G towers] that you would prefer. I am looking for REITs that can sustain high interest rates sand continue to grow and throw off decent yield.
Thx
Sam

Thx
Read Answer Asked by sam on October 09, 2018
Q: A recent Globe & Mail article listed a few examples of medical technology stocks. One could add others - ISRG. Could you comment on this sub-sector and recommend your top 2 or 3 Cdn and US stocks for long-term, and what is it about these that stands out in terms of unique contribution to healthcare and reduced healthcare costs.
Read Answer Asked by sam on October 09, 2018
Q: Hey guys, What are your thoughts on Vanadium. With prices now over $20/lb companies like LGO, EFR, and FVAN have taken notice and are positioning for a potentially huge demand for Vanadium. Is the China demand(requires Vanadium in rebar) and battery demand real? and worth a spec position in one of the companies above?
Thank you!
Read Answer Asked by Derek on October 09, 2018
Q: hi Peter a little confused by the P/E ratios which you show on these companies profiles. if I use 2019 EPS estimates that you Kindly provided I get PBH p/e of 17.34 not 34.10 SIS p/e of 23.20 not 34.40. DOL p/e of 20.52 not 24.50 and TSGI p/e of 11.82 not 73.50. not sure what I am missing. thanks Richard
Read Answer Asked by richard on October 09, 2018
Q: I recently read a article in the Globe and Mail about companies on the TSX that have a PEG ratio of less than 1.0. CHR was included in this article. It had a PEG ratio of 0.4. I realize there are many criteria to consider when investing but PEG ratio is one that I think is important. Based on his information CHR is either a screaming buy or the earnings growth rate is way out of whack. Which do you think and would you recommend CHR for long term investment (5 years or more)?
Read Answer Asked by Robert on October 09, 2018
Q: I have asked this question before and still do not have a good answer. Why is the Financial sector not recovering in the US Yesterday seen all the Payment companies getting hit hard Visa , PayPal MasterCard ,Square, US Banks held their own but are still lagging badly YTD Canadian companies including banks continue to lag the overall market. Time to exit the financial sectors or at least take some profits before they erode completely ? Thanks for your views on this
Read Answer Asked by Terence on October 09, 2018
Q: Peter,

I am trying to come up with a range of debt to equity (ratio) that an investor should look at to determine relative safety of a stock. Do you have a specific ratio you consider acceptable or is it very industry and economic cycle specific? Do you trust the reported numbers you see in various on line publications or is it best to go to Sedar and figure it out oneself?

Thank you

Paul
Read Answer Asked by paul on October 09, 2018
Q: Good evening
A recent article in the Financial Times identified the simple ETF portfolio as having 3 equal components - global value ETF, global momentum ETF and a global small-cap ETF. The author provided statistical support. Please advise which ETFs [global or US] you would recommend for each one.
Thanks
Read Answer Asked by sam on October 09, 2018
Q: Hi Guys.

I have a question about Rate Reset preferred shares. Where do you think the cutoff point is for a company not to extend their preferred share?

The call will affect my yield to maturity calculation.

As examples, TD Bank has a preferred share with a reset of GOC 5 year plus 1.68% (TD.PR.Y) and another at 4.66% (TD.PF.G). I would assume TD won’t call the 1.68% and will call the 4.66% at maturity.

I will ask the same question in the forums under “preferred shares” to get additional opinions from any member wanting to help another member.

Thanks for your insight.
John
Read Answer Asked by John on October 09, 2018
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