Investment Q&A

• BMO Monthly Income ETF (ZMI $17.64)
  • $17.64 P/E (TTM): 37.37X Cap: $125M
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• BMO US High Dividend Covered Call ETF (ZWH $23.82)
  • $23.82 P/E (TTM): 44.36X Cap: $1.06B
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• iShares Diversified Monthly Income ETF (XTR $11.37)
  • $11.37 P/E (TTM): 9.76X Cap: $409M
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• BMO Canadian High Dividend Covered Call ETF (ZWC $18.78)
  • $18.78 P/E (TTM): 27.37X Cap: $1.77B
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Q: Could you please recommend 3 or 4 Monthly income ETF’s for a portfolio amount of $100,000 for a retired couple. We would divide the etf’s equally. Thank you
Sharron

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Read Answer Asked by Sharron on June 18, 2019

• Fortis Inc. (FTS $66.69)
  • $66.69 P/E (TTM): 19.59X Cap: $33.03B
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• BMO Equal Weight Utilities Index ETF (ZUT $24.91)
  • $24.91 P/E (TTM): 38.82X Cap: $554M
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• iShares S&P/TSX Capped Utilities Index ETF (XUT $30.69)
  • $30.69 P/E (TTM): 42.56X Cap: $351M
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Q: In your portfolio analysis you have recommended for the utilities sector that I purchase either ZUT or XUT.
I own Fortis now.Do you recommend that I sell this now and purchase 100% ETFs for the suggested Utilities sector?
Since I also need additional US investments.which of the following US ETFs would you recommend RYU or XLU?
Thanks again for your guidance.

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Read Answer Asked by James Robertson on June 18, 2019

• Miscellaneous (MISC)
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Q: How will you back test an ETF like VBAL or VGRO which have not been there for long and compare it/them with an ETF that has been there for a long time? For example XIC or VDY....I ask this having your model ETF portfolios in mind. (Both in CMS and ETF Fund update newsletter.)

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Read Answer Asked by Savalai on June 18, 2019

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Was there not scheduled $0.21 dividend payment on the 17th. I have not seen it in my account. Did I get it wrong and do you ave any news as per dividend and closing of sale of KWH.UN
thanks

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Read Answer Asked by JOSEPH on June 18, 2019

Q: I am wondering how to classify a stock as growth vs income. In some cases it is obvious. A stock paying no dividend is surely growth (eg TOY PHO BTO ELD). And a stock that is stable, large, and has a solid dividend (3-7%) is surely income (eg ET BCE ENB BNS GWO). Please correct me if this is wrong. But in many cases, it could be either (eg SIS SAP PBH ATB.B FM TECK.B UNH:US).

Could you please tell me how you determine how to classify them?

Thank you,

Fed

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Read Answer Asked by Federico on June 18, 2019

• Cobalt 27 Capital Corp. (KBLT $4.40)
  • $4.40 Cap: $376M
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Q: Your thoughts on the acquisition by Pala? Do you think the shares of the new company Nickel 28 will come under pressure after the transaction closes?

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Read Answer Asked by David on June 18, 2019

• Agilent Technologies Inc. (A $114.67)
  • $114.67 P/E (TTM): 27.6X Cap: $31.82B
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Q: Hi Team, What are the long term growth prospects for Agilent Technologies. Do you have any views on this company.Thank-you in advance. Sam

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Read Answer Asked by sam on June 18, 2019

• Huntington Exploration Inc. (HEI)
  • P/E (TTM): -3.1X Cap: $16M
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Q: Can you please give me your opinion about this company. They usually beat estimates and have acquired many companies with success. Is this a good entry point or you would wait for a better price point.

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Read Answer Asked by Marcela on June 18, 2019

• TransAlta Corporation cumulative redeemable rate reset first preferred shares series E (TA.PR.H $25.01)
  • $25.01 Cap: $5.02B
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Q: Any thoughts on Transalta Preferred H? Price keeps declining and currently yields over 8.6%. The reset is more than 3 years away! Am I missing something?

Jerry

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Read Answer Asked by Jerry on June 18, 2019

• RF Capital Group (RCG)
  • P/E (TTM): -5.1X Cap: $284M
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Q: Peter and His Wonder Team
GMP is selling and buying assets. How beneficial is this for shareholders? Your thoughts pleases. Thanks for your assistance.

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Read Answer Asked by Ernest on June 18, 2019

• Wells Fargo & Company (WFC $81.27)
  • $81.27 P/E (TTM): 14.44X Cap: $261.24B
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• National Grid Transco PLC PLC (NEW) American Depositary Shares (NGG $73.32)
  • $73.32 Cap: $69.67B
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• China Mobile Limited (CHL $27.51)
  • $27.51 P/E (TTM): 1.04X Cap: $563.28B
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• Fairfax Financial Holdings Limited Cumulative Floating Rate Preferred Shares Series D (FFH.PR.D $24.97)
  • $24.97 P/E (TTM): 10.21X Cap: $538M
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• Fairfax Financial Holdings Limited 5-Year Rate Reset Preferred Shares Series G (FFH.PR.G $24.69)
  • $24.69 P/E (TTM): 10.21X Cap: $52.78B
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• Brookfield Asset Management Inc. CLASS A PREFERENCE SHARES SERIES 13 (BAM.PR.K)
  • Cap: $121M
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• Brookfield Office Properties Inc. Class AAA Preference Shares Series AA (BPO.PR.A $17.34)
  • $17.34 Cap: $8.80B
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Q: Hi Team, I'm doing some portfolio clean up and am looking to sell some losers...of the stocks listed, which ones would you sell first in order first to last. Also, could you give me recommendations for where to put the money back to work for the top 3 sells?

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Read Answer Asked by Jeff on June 18, 2019

• BCE Inc. (BCE $33.36)
  • $33.36 P/E (TTM): 77.38X Cap: $29.95B
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• TELUS Corporation (T $22.76)
  • $22.76 P/E (TTM): 28.24X Cap: $34.06B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.70)
  • $17.70 Cap: $2.43B
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Q: Hello 5i team
Question:
What is going with Lightspeed today + Bell & Telus over the last 5 trading days.

Thanks

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Read Answer Asked by Joseph on June 18, 2019

• NFI Group Inc. (NFI $18.98)
  • $18.98 Cap: $2.26B
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Q: NFI seems to have picked up some momentum in the past few weeks, has now broken the 200-day average - Does this improve your opinion of the stock?? Thanks Jim

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Read Answer Asked by jim on June 18, 2019

• RF Capital Group (RCG)
  • P/E (TTM): -5.1X Cap: $284M
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Q: Would you buy gmp on the thought that richardson stake that gmp owns will be taken out at a much higher price. Dave

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Read Answer Asked by david on June 18, 2019

• Methanex Corporation (MX $46.57)
  • $46.57 P/E (TTM): 11.35X Cap: $3.10B
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Q: I got into this a short time ago (over a couple of years ago) around this level it bounced around a bit and ran up over $100. I considered selling or trimming but it didn't get to the % I had in mind. I held due to the increasing dividend and stock buy backs. With the benefit of hindsight it has got me wondering if this is a stock that is more of a trading stock or is it something that is suitable to hold for long period of time. My portfolio target is to achieve 7%+ rate of return over my life.

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Read Answer Asked by Jerome on June 18, 2019

• Constellation Software Inc. (CSU $4,900.00)
  • $4,900.00 P/E (TTM): 104.1X Cap: $104.49B
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Q: I am showing an increase in debt from 30.1% of capital last October to 51.86% now with CSU. Does this agree with your numbers and would this be of concern to you?
What do insiders now own in CSU? Thanks.

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Read Answer Asked by Terry on June 18, 2019

• Trutrace Technologies (TTT $0.31)
  • $0.31 Cap: $47M
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Q: TruTrace Technologies is currently listed on the venture exchange. I read "TRUTRACE TECHNOLOGIES ANNOUNCES CONDITIONAL APPROVAL OF CSE LISTING AND DELISTING FROM TSXV". What does this mean? I was considering investing based on some new news. Can I? Where? Do you have any opinions on this company?

Thanks as always,
Doug

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Read Answer Asked by Douglas on June 18, 2019

• Whitecap Resources Inc. (WCP $9.94)
  • $9.94 P/E (TTM): 6.46X Cap: $5.81B
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Q: Hi Team,

Was there any news on WCP? 5 times the average volume today...

Thanks!

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Read Answer Asked by Issaku on June 18, 2019

• Wall Financial Corporation (WFC $16.70)
  • $16.70 P/E (TTM): 18.41X Cap: $545M
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Q: Wall is paying a $2.00 dividend. Your thoughts on this company now that is paying a dividend.

Tom

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Read Answer Asked by Tom on June 18, 2019

• Trutrace Technologies (TTT $0.31)
  • $0.31 Cap: $47M
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Q: your thoughts on association with shoppers and its potential

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Read Answer Asked by cliff on June 18, 2019