Investment Q&A

• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $232.84)
  • $232.84 P/E (TTM): 31.25X Cap: $1.23T
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Q: Please share your valuable opinion on this stock? Would you think it is a long term holding? If so do you think it is a good time to initiate a position now? If not, could you provide a substitute investing candidate? Thank you!

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Read Answer Asked by David on June 01, 2020

• iShares Russell 2000 Growth ETF (IWO $287.53)
  • $287.53 P/E (TTM): 41.78X Cap: $11.79B
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• iShares Canadian Value Index ETF (XCV $42.83)
  • $42.83 P/E (TTM): 3.73X Cap: $111M
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• iShares S&P/TSX SmallCap Index ETF (XCS $24.13)
  • $24.13 P/E (TTM): 15.77X Cap: $157M
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• iShares MSCI USA Value Factor ETF (VLUE $114.51)
  • $114.51 P/E (TTM): 31.83X Cap: $6.73B
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Q: If one was to buy some of the out of favour trends as mentioned in this article, what are some of the US and CAD ETFs that you recommend?

Many thanks!
https://www.albertbridgecapital.com/post/bubblicious

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Read Answer Asked by Hua on June 01, 2020

• Chartwell Retirement Residences (CSH.UN $17.95)
  • $17.95 P/E (TTM): 85.38X Cap: $5.08B
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Q: Hi gang, I have 400 shares of csh.un bought @15.00. Should I hold them or sell. And if I sell what should I buy? Any sector few options please Thanks.
Alnoor

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Read Answer Asked by Alnoor on June 01, 2020

• Boralex Inc. Class A Shares (BLX $32.72)
  • $32.72 P/E (TTM): 293.8X Cap: $3.38B
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Q: I recently switched out shares of ING for TD. I also own BLX, and was wondering if it should still be held.

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Read Answer Asked by Anthony on May 29, 2020

Q: Good morning,

Wondering if you have an opinion on Eurofins Scientific (erf.pa)? As well, if there was a way to invest in North America (CAD or USD) In this equity?

Thanks,
Terry

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Read Answer Asked by Terry on May 29, 2020

• Friday Night Inc. (TGIF)
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Q: Any thoughts on this stock Thanks

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Read Answer Asked by Jo-Anne on May 29, 2020

• Netflix Inc. (NFLX $1,214.89)
  • $1,214.89 P/E (TTM): 58.28X Cap: $524.98B
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• Enbridge Inc. (ENB $61.49)
  • $61.49 P/E (TTM): 22.88X Cap: $133B
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• Keyera Corp. (KEY $44.35)
  • $44.35 P/E (TTM): 18.49X Cap: $10.02B
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• lululemon athletica inc. (LULU $224.63)
  • $224.63 P/E (TTM): 15.18X Cap: $25.60B
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• Spotify Technology S.A. (SPOT $692.03)
  • $692.03 Cap: $144.09B
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• Under Armour Inc. Class A (UAA $7.17)
  • $7.17 Cap: $2.92B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $56.63)
  • $56.63 Cap: $7.46B
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Q: Just read Peter"s latest article in the Financial Post "Five blockbuster deals that would inject some excitement into markets during quarantine". So with a limited amount of cash on hand which of these possible deals is the most likely? A list of 1 to 5 woiuld be great. And should I be buying the predator or the prey?
thank you

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Read Answer Asked by Kris on May 29, 2020

• Enbridge Inc. (ENB $61.49)
  • $61.49 P/E (TTM): 22.88X Cap: $133B
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• Pembina Pipeline Corporation (PPL $50.88)
  • $50.88 P/E (TTM): 16.68X Cap: $29.18B
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• Brookfield Renewable Partners L.P. (BEP.UN $37.17)
  • $37.17 Cap: $24.57B
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• Capital Power Corporation (CPX $59.74)
  • $59.74 P/E (TTM): 12.96X Cap: $8.39B
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• Descartes Systems Group Inc. (The) (DSG $141.13)
  • $141.13 P/E (TTM): 63.41X Cap: $12.22B
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• Parkland Corporation (PKI $38.22)
  • $38.22 P/E (TTM): 34.81X Cap: $6.65B
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• TFI International Inc. (TFII $122.48)
  • $122.48 P/E (TTM): 19.52X Cap: $10.13B
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• Kinaxis Inc. (KXS $199.14)
  • $199.14 P/E (TTM): 432.13X Cap: $5.65B
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• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $44.05)
  • $44.05 P/E (TTM): 539.78X Cap: $28.99B
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• Exchange Income Corporation (EIF $65.83)
  • $65.83 P/E (TTM): 26.65X Cap: $3.38B
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• Vanguard S&P 500 Index ETF (VFV $152.34)
  • $152.34 P/E (TTM): 24.94X Cap: $16.49B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $96.24)
  • $96.24 Cap: $1.67B
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• Antibe Therapeutics Inc. (ATE $0.30)
  • $0.30 Cap: $15M
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• Vanguard S&P 500 ETF (VOO $576.17)
  • $576.17 P/E (TTM): 57.15X Cap: $658.03B
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• Vanguard Dividend Appreciation FTF (VIG $206.85)
  • $206.85 P/E (TTM): 23.33X Cap: $89.37B
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• Real Matters Inc. (REAL $5.29)
  • $5.29 P/E (TTM): 195.66X Cap: $391M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.44)
  • $17.44 Cap: $2.43B
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• Boyd Group Services Inc. (BYD $211.07)
  • $211.07 P/E (TTM): 247.92X Cap: $4.56B
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• B2Gold Corp (Canada) (BTG $3.47)
  • $3.47 Cap: $4.50B
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Q: I have full positions in the above except KXS and REAL. For available cash is there a stock that you like and would consider adding to this portfolio .

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Read Answer Asked by Roy on May 29, 2020

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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Q: What in your estimation would constitute a buy signal for BPY? Thank-you.

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Read Answer Asked by Alex on May 29, 2020

• Greenbriar Sustainable Living Inc. (GRB $0.45)
  • $0.45 Cap: $18M
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Q: Hi, Could I please get your thoughts on Greebriar Capital? Both their management and likely future prospects? Thanks!

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Read Answer Asked by David on May 29, 2020

• Firm Capital Mortgage Investment Corporation (FC $12.37)
  • $12.37 P/E (TTM): 46.04X Cap: $452M
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Q: Could I get your analysis of FC. How should it fare in the low interest enviroment over the near future? Thanks Ron

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Read Answer Asked by Ronald on May 29, 2020

• Chartwell Retirement Residences (CSH.UN $17.95)
  • $17.95 P/E (TTM): 85.38X Cap: $5.08B
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• Sienna Senior Living Inc. (SIA $18.54)
  • $18.54 P/E (TTM): 44.43X Cap: $1.71B
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• Ballard Power Systems Inc. (BLDP $2.64)
  • $2.64 Cap: $794M
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: Hello Peter,
Both XBC and BLDP have china exposure. Is this something to be concerned about given issues with Huawei? I own Sienna and Chartwell. Is it worth holding given the situation of long term care or move on? I recall Brookfield had purchased a long term care facility at one time so am wondering if both SIA and Chartwell could be potential takeovers? Thanks very much.

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Read Answer Asked by umedali on May 29, 2020

• Celestica Inc. (CLS $210.55)
  • $210.55 P/E (TTM): 45.85X Cap: $25.65B
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Q: As a momentum\ value play would you take a crack at CLS again? Thx

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Read Answer Asked by blake on May 29, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.65)
  • $168.65 P/E (TTM): 104.34X Cap: $228.06B
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Q: Hi , it is always great answers from you all. Can you comment on the high trading volumes at the end of day on 27th (+) and 28th (-). Thanks.

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Read Answer Asked by victor on May 29, 2020

• Laurentian Bank of Canada (LB $30.93)
  • $30.93 P/E (TTM): 13.72X Cap: $1.36B
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Q: Laurentian Bank just cut it's dividend. Is it possible to know which of the major banks are least likely to cut dividends?

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Read Answer Asked by James on May 29, 2020

• Laurentian Bank of Canada (LB $30.93)
  • $30.93 P/E (TTM): 13.72X Cap: $1.36B
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Q: Laurentien Bank has tumbled significantly following its most recent earnings report, nearly down to the Mar 23 low. Do you think its risk/reward ratio Now makes it suitable for a “balanced” portfolio? Thanks!

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Read Answer Asked by Gregory on May 29, 2020

• Quisitive Technology Solutions Inc. (QUIS $0.56)
  • $0.56 Cap: $155M
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Q: Could you please comment on latest earnings.
I know you were positive on this stock prior to earnings. Has your opinion changed based on latest numbers.

Thanks

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Read Answer Asked by Thomas on May 29, 2020

• Quisitive Technology Solutions Inc. (QUIS $0.56)
  • $0.56 Cap: $155M
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Q: What do you think of the earnings and the stock going forward?

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Read Answer Asked by sean on May 29, 2020

• LyondellBasell Industries NV Class A (Netherlands) (LYB $64.35)
  • $64.35 P/E (TTM): 21.6X Cap: $20.13B
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• Verizon Communications Inc. (VZ $43.43)
  • $43.43 P/E (TTM): 9.72X Cap: $179.14B
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• Ennis Inc. (EBF $17.95)
  • $17.95 P/E (TTM): 11.75X Cap: $457M
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Q: I have been looking for under-the-radar U.S. dividend paying companies that offer diversification. While Verizon is hardly under-the-radar, it does seem an excellent diversifier. Bottom line, how would you rate these three companies in terms of dividend paying reliability. Thanks for your excellent input!!

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Read Answer Asked by David on May 29, 2020

Q: I have significant realized losses in my non-registered account. I would like your recommendations on income producing securities that have a high level of ROC. I use this account for income and understand that ROC will be treated as a capital gain and therefore could be deducted from my losses before I would need to pay any tax.
Thanks
Rob

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Read Answer Asked by Robert on May 29, 2020