Investment Q&A

• NFI Group Inc. (NFI $18.06)
  • $18.06 Cap: $2.22B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI
• Kinaxis Inc. (KXS $206.76)
  • $206.76 P/E (TTM): 437.0X Cap: $5.71B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Spin Master Corp. Subordinate Voting Shares (TOY $21.75)
  • $21.75 P/E (TTM): 15.51X Cap: $2.25B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: Hi,
I am down 12% KXS,20% NFI and 20% TOY.
Considering a two year time frame,are these companies a buy,sell or hold?
If they are a hold then at what price would they be a sell or buy?
Thank you.

Upvote 0

Read Answer Asked by John on January 03, 2019

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
  • View RHT Profile
  • View Questions on RHT

Q: The price action is quite positive lately, even in a bad market .
Is there insider buying or other activity to account? What does the
balance sheet look like and are they cash flow positive at all?

Upvote 0

Read Answer Asked by Scott on January 03, 2019

• S&P/TSX Composite Index (TSX $27,570.08)
  • View TSX Profile
  • View Questions on TSX

Q: Hi There,
Can you tell me what the total return for the TSX was for 2018?
Thank You

Upvote 0

Read Answer Asked by Kevin on January 03, 2019

• Constellation Software Inc. (CSU $4,790.56)
  • $4,790.56 P/E (TTM): 98.53X Cap: $99.98B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
  • View RHT Profile
  • View Questions on RHT

Q: To date, I have not moved out of RHT yet. It only makes up 1.09% of my overall portfolio. Do you see any sense in holding it?
If not, what are your replacement recommendations for the technology sector? Do you still see CSU as an option?

Many thanks.

Upvote 0

Read Answer Asked by Dominik on January 03, 2019

• BMO Covered Call Utilities ETF (ZWU $11.22)
  • $11.22 P/E (TTM): 47.01X Cap: $1.85B
  • View ZWU Profile
  • View Questions on ZWU
• BMO Equal Weight Utilities Index ETF (ZUT $24.48)
  • $24.48 P/E (TTM): 38.82X Cap: $724M
  • View ZUT Profile
  • View Questions on ZUT

Q: Re your answer to Craig on ZUT. Aren't you concerned that the highest % holding they have in their ETF is JE at just under 10%.

That's the only reason I haven't bought into it. Your feelings?

Upvote 0

Read Answer Asked by Sheldon on January 03, 2019

• Pfizer Inc. (PFE $24.75)
  • $24.75 P/E (TTM): 17.02X Cap: $133.77B
  • View PFE Profile
  • View Questions on PFE
• Toronto-Dominion Bank (The) (TD $100.53)
  • $100.53 P/E (TTM): 10.24X Cap: $172.40B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $76.63)
  • $76.63 P/E (TTM): 16.04X Cap: $95.32B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• TELUS Corporation (T $21.76)
  • $21.76 P/E (TTM): 27.27X Cap: $32.61B
  • View T Profile
  • View Questions on T
• Cenovus Energy Inc. (CVE $20.79)
  • $20.79 P/E (TTM): 13.62X Cap: $37.23B
  • View CVE Profile
  • View Questions on CVE
• Fortis Inc. (FTS $69.43)
  • $69.43 P/E (TTM): 20.78X Cap: $34.50B
  • View FTS Profile
  • View Questions on FTS
• SNC-Lavalin Group Inc. (SNC)
  • P/E (TTM): 100.9X Cap: $7.63B
  • View SNC Profile
  • View Questions on SNC
• Open Text Corporation (OTEX $39.46)
  • $39.46 P/E (TTM): 11.68X Cap: $10.40B
  • View OTEX Profile
  • View Questions on OTEX
• Quarterhill Inc. (QTRH $1.29)
  • $1.29 Cap: $153M
  • View QTRH Profile
  • View Questions on QTRH
  • View Reports on QTRH
• Rogers Sugar Inc. (RSI $5.66)
  • $5.66 P/E (TTM): 12.82X Cap: $722M
  • View RSI Profile
  • View Questions on RSI

Q: Hi, the listed shares currently make up my portfolio in relatively equal portions. I was wondering--with the $6000 TFSA amount, do any of these names stick out to top up with the full $6k or partial amounts? Alternatively I have been following Savaria SIS and considering initiating a new position? Thanks so much for your guidance.

Upvote 0

Read Answer Asked by Simon on January 03, 2019

• Cellcube Energy Storage Systems Inc (CUBE)
  • View CUBE Profile
  • View Questions on CUBE

Q: The Vanadium REDOX storage system is a competitor for intermittent energy generation storage competing with lithium battery storage.
This company has installed systems, has spent the last year acquiring a bankrupt Austrian firm that has working storage systems in Europe since 2000, acquisition of a "nuts and bolts" power management company with existing revenue and a recent spin out of a Vanadium resource in Nevada and is about to introduce an improved battery system with much improved economics.
I have a tiny holding and I am unsure of it's competitive landscape and management ability to execute.
Thank you for your comments.

Upvote 0

Read Answer Asked by David on January 03, 2019

• Celgene Corporation (CELG $108.24)
  • View CELG Profile
  • View Questions on CELG
• Bristol-Myers Squibb Company (BMY $45.85)
  • $45.85 P/E (TTM): 16.5X Cap: $92.40B
  • View BMY Profile
  • View Questions on BMY

Q: Would you sell Celgene at this price?

Upvote 0

Read Answer Asked by heather on January 03, 2019

• TC Energy Corporation (TRP $67.42)
  • $67.42 P/E (TTM): 15.86X Cap: $69.38B
  • View TRP Profile
  • View Questions on TRP

Q: TRP OR PPL for growth and div. increases?? Thanks

Upvote 0

Read Answer Asked by michael on January 03, 2019

• Clear Blue Technologies International In (CBLU $0.09)
  • $0.09 Cap: $6M
  • View CBLU Profile
  • View Questions on CBLU

Q: This Toronto based company is in early increasing revenue from the Americas and Africa with great several types of technologies-software controlled LED/battery lighting where no electrical grid exists (Hamilton, Ontario to Michigan to Morocco) and an alliance with a company in Kenya to develop solar panel powered WI-Fi hot spots. And an alliance with Telefonica etc. for Latin American off-grid solutions.
Interested in your comments. 2% of my holdings.

Upvote 0

Read Answer Asked by David on January 03, 2019

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
  • View MAXR Profile
  • View Questions on MAXR
  • View Reports on MAXR

Q: Hi foks, Bonne Anne from Quebec. Update & thoughts on Vegas Spec buy on maxar. Decimated in tax loss to $13 and now off the lows. Besides debt,what are the biggest drawbacks to the massive selloff, and do they still have a viable business plan heading into 2019. Thanks as always, jb Piedmont

Upvote 0

Read Answer Asked by John on January 03, 2019

• Apple Inc. (AAPL $202.92)
  • $202.92 P/E (TTM): 31.52X Cap: $3.01T
  • View AAPL Profile
  • View Questions on AAPL

Q: Obviously Apple is taking a big hit today and will likely continue to struggle for some time. How do you feel the news on Apple will affect Microsoft and Keysight and Canadian stocks such as Constellation Software and Descartes? Thank You.

Upvote 0

Read Answer Asked by Brian on January 03, 2019

• S&P 500 (SPX)
  • View SPX Profile
  • View Questions on SPX
• BMO S&P 500 Hedged to CAD Index ETF (ZUE $85.90)
  • $85.90 P/E (TTM): 57.09X Cap: $3.76B
  • View ZUE Profile
  • View Questions on ZUE
• BMO S&P 500 Index ETF (ZSP $94.94)
  • $94.94 P/E (TTM): 57.09X Cap: $18.77B
  • View ZSP Profile
  • View Questions on ZSP
• iShares Core S&P 500 Index ETF (XUS $53.76)
  • $53.76 P/E (TTM): 57.87X Cap: $9.06B
  • View XUS Profile
  • View Questions on XUS
• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP $64.73)
  • $64.73 P/E (TTM): 57.87X Cap: $12.27B
  • View XSP Profile
  • View Questions on XSP
• Vanguard S&P 500 Index ETF (VFV $153.93)
  • $153.93 P/E (TTM): 24.94X Cap: $23.83B
  • View VFV Profile
  • View Questions on VFV
• Vanguard S&P 500 Index ETF (CAD-hedged) (VSP $100.75)
  • $100.75 P/E (TTM): 24.95X Cap: $4.65B
  • View VSP Profile
  • View Questions on VSP

Q: Recently read John Bogle, "Common Sense Investing"

What are my choices for purchasing the s & p 500 index, please compare MER, do all offer a canadian hedge? and what are the pros and cons of buying it hedged to canadian dollar?

thanks

Ernie

Upvote 0

Read Answer Asked by Ernest on January 03, 2019

• Dream Hard Asset Alternatives Trust Units (MPCT.U)
  • P/E (TTM): 15.1X Cap: $342M
  • View MPCT.U Profile
  • View Questions on MPCT.U

Q: Hi, I have held DRA.UN for about 2 years and done well (30%). This holding continues to trade under it's NAV, and the yield is over 6%. In the past you have classified this trust as "riskier income". What are your current feelings on the future prospects for this trust? Is it time to take the money and run?

Upvote 0

Read Answer Asked by Michael on January 03, 2019

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi,
Can you provide us with a link to a website that provides accurate stock sector classification that we can use in determining our portfolio diversification of stocks?

Upvote 0

Read Answer Asked by serge on January 03, 2019

• BMO Covered Call Utilities ETF (ZWU $11.22)
  • $11.22 P/E (TTM): 47.01X Cap: $1.85B
  • View ZWU Profile
  • View Questions on ZWU
• BMO Equal Weight Utilities Index ETF (ZUT $24.48)
  • $24.48 P/E (TTM): 38.82X Cap: $724M
  • View ZUT Profile
  • View Questions on ZUT

Q: Would ZWU or ZUT be a better hold for 2019 and beyond?

Upvote 0

Read Answer Asked by Craig on January 03, 2019

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.50)
  • $19.50 P/E (TTM): 9.06X Cap: $1.60B
  • View TCL.A Profile
  • View Questions on TCL.A

Q: For a 3 year hold,would you consider this a good stock to purchase?If yes,buy today or wait for the next quarterly report to see how the consolidation of their takeover is progressing?

Upvote 0

Read Answer Asked by Maurice on January 03, 2019

• The Boeing Company (BA $224.86)
  • $224.86 Cap: $168.12B
  • View BA Profile
  • View Questions on BA
• Honeywell International Inc. (HON $221.06)
  • $221.06 P/E (TTM): 25.02X Cap: $140.17B
  • View HON Profile
  • View Questions on HON
• Raytheon Company (RTN $116.96)
  • View RTN Profile
  • View Questions on RTN

Q: I hold Ratheon and Honeywell. Would you recommend selling these for a new holding in Boeing?

Upvote 0

Read Answer Asked by Greg on January 03, 2019

• Canadian National Railway Company (CNR $129.60)
  • $129.60 P/E (TTM): 17.64X Cap: $79.92B
  • View CNR Profile
  • View Questions on CNR
• Canadian Pacific Kansas City Limited (CP $103.42)
  • $103.42 P/E (TTM): 24.35X Cap: $93.83B
  • View CP Profile
  • View Questions on CP
• TFI International Inc. (TFII $122.31)
  • $122.31 P/E (TTM): 19.83X Cap: $9.85B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: What is your preferred holding in this sector? I currently hold CNR.

Upvote 0

Read Answer Asked by Greg on January 03, 2019

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi peter and team!
Please give me advice from which websites you most like to read the news about Canadian and American companies and stocks?
Which are the most reliable and quickest to inform? What sites brokers are looking in the morning as soon as they get to work?
Thank you!

Upvote 0

Read Answer Asked by zana on January 03, 2019