Investment Q&A

• BCE Inc. (BCE $32.50)
  • $32.50 Fwd P/E: 77.38X Cap: $29.64B
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Q: Hi Guys,
I hold 500 shares of BCE in 3 accounts RRSP, NON REGISTERED & HOLDING CO ( 1500 total shares )
Average price is 54.00.
With the recent drop in RCI & the fact that it hasn’t kept up in the last 6 months with BCE or TELUS would selling the BCE positions to buy RCI or TELUS make any sense.
Thank you!
Nick

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Read Answer Asked by Nick on April 22, 2019

• NVIDIA Corporation (NVDA $172.41)
  • $172.41 Fwd P/E: 55.62X Cap: $4.20T
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• Boyd Group Income Fund (BYD.UN)
  • Fwd P/E: 47.0X
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• iShares Russell 2000 Growth ETF (IWO $292.76)
  • $292.76 Fwd P/E: 41.78X Cap: $11.94B
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Q: Can you please offer your 3 best ideas to add to a TFSA. This may include, Canadian, US Stocks or ETFS.

Thanks Valter

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Read Answer Asked by Valter on April 22, 2019

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $7.01)
  • $7.01 Fwd P/E: 21.91X Cap: $757M
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• RF Capital Group (RCG)
  • Fwd P/E: -5.1X Cap: $284M
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Q: Have small positions in these 2. I am up on gmp and even on fsz. What are your thoughts and analysis of them over the next year.
Thanks Gary

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Read Answer Asked by Gary on April 22, 2019

• Razor Energy Corp. (RZE)
  • Fwd P/E: 0.45X Cap: $4M
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Q: Very small company with only 15 million shares. What do you know about this company and would you see this one as safe with its dividend and what are the prospects over the next 12-15 months.
.Thanks Gary

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Read Answer Asked by Gary on April 22, 2019

• Ensign Energy Services Inc. (ESI $2.29)
  • $2.29 Cap: $421M
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• High Arctic Energy Services Inc. (HWO $0.85)
  • $0.85 Cap: $10M
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• Akita Drilling Ltd. Class A Non-Voting Shares (AKT.A $2.25)
  • $2.25 Fwd P/E: 4.79X Cap: $89M
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Q: Looking at buying 1 of these service companies. Would appreciate an analysis of them and order of best to worst and would you buy any of them for a 12-15 month time frame.
Thanks Gary

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Read Answer Asked by Gary on April 22, 2019

• Mogo Inc. 10% Convertible Senior Secured Debentures (MOGO.DB $225.00)
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Q: Do you think MOGO will be able to make its interest payments on this Convertible Debenture? Do you thing they will be able to make required payment at maturity in 2020? Would you recommend buying this convertible debenture?

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Read Answer Asked by Robert on April 22, 2019

Q: Can you direct me to the list of Canadian companies paying dividends in $ US.

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Read Answer Asked by Gail on April 22, 2019

• Brookfield Infrastructure Partners L.P. (BIP.UN $44.36)
  • $44.36 Fwd P/E: 539.78X Cap: $29.04B
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Q: Hello Team,
After the parent company, which of the Brookfield companies would be your favourite in terms of total return and why.
Thank You,
Barry

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Read Answer Asked by Barry on April 22, 2019

• Cineplex Inc. (CGX $11.27)
  • $11.27 Cap: $714M
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• Chartwell Retirement Residences (CSH.UN $17.93)
  • $17.93 Fwd P/E: 85.38X Cap: $5.07B
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• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $20.07)
  • $20.07 Fwd P/E: 9.47X Cap: $1.67B
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• Premium Brands Holdings Corporation (PBH $90.51)
  • $90.51 Fwd P/E: 34.28X Cap: $4.06B
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• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $60.49)
  • $60.49 Fwd P/E: 23.04X Cap: $134M
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• Consumer Staples Select Sector SPDR (XLP $80.89)
  • $80.89 Fwd P/E: 35.44X Cap: $16.15B
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• Vanguard Consumer Staples ETF (VDC $218.61)
  • $218.61 Fwd P/E: 35.93X Cap: $7.66B
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Q: I am a retired, conservative, dividend-income investor.

Q #1 = I have partial positions in CSH, CGX, PBH, TCL. Would you top up any of these positions?

Q #2 = I am a little light on Consumers. I am having trouble finding an ETF in the consumer sectors that pay a "reasonable" dividend. My ideal dividend target is > 3%, but I'd consider > 2%.

Two questions...please deduct 2 credits. Thanks...Steve

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Read Answer Asked by Stephen on April 22, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• NFI Group Inc. (NFI $18.85)
  • $18.85 Cap: $2.24B
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• Magna International Inc. (MG $56.86)
  • $56.86 Fwd P/E: 10.38X Cap: $16.29B
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• Spin Master Corp. Subordinate Voting Shares (TOY $25.30)
  • $25.30 Fwd P/E: 17.76X Cap: $2.57B
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• Transcontinental Inc. Class B Multiple Voting Shares (TCL.B $20.17)
  • $20.17 Fwd P/E: 9.47X Cap: $1.68B
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Q: Hi Guys,

Should have provided a little more background on my earlier question about risk in the above Consumer Cyclical stocks.

1) I'm happy with sector weighting, and want to keep it at 15% ish. I want to hold these stock for 10+ years while they grow.

2) My view of risk was around which companies would be in trouble given company specific risk like bad takeover, too much debt...etc. I'm not concerned about market downturn as I've been through several and good companies will survive.

3) In order to keep my weighting I was looking for replacement ideas for the riskiest stocks.

Thanks,
Chris M

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Read Answer Asked by Christopher on April 22, 2019

• Toronto-Dominion Bank (The) (TD $101.01)
  • $101.01 Fwd P/E: 10.34X Cap: $173.98B
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• Sun Life Financial Inc. (SLF $85.35)
  • $85.35 Fwd P/E: 15.6X Cap: $48.51B
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• iShares Core MSCI Emerging Markets IMI Index ETF (XEC $32.55)
  • $32.55 Fwd P/E: 4.69X Cap: $1.84B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $41.66)
  • $41.66 Fwd P/E: 7.54X Cap: $2.16B
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• iShares Core MSCI Emerging Markets ETF (IEMG $61.05)
  • $61.05 Fwd P/E: 6.16X Cap: $99.15B
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Q: Knowing Sapiens of 5i - 2 questions - do you think that over the next year some increase in exposure to emerging markets is appropriate and would you use VEE or XEC if so and IEMG for US dollar exposure or another US ETF - second might a reduction of exposure to Cdn banks seem reasonable over the next year (ie sell some TD and maybe some BNS) and buy some SLF or another financial Cdn equity for some greater torque - in other words do you suspect the banks may stagnate a bit over the next year and become income only to some extent - best guess please - appreciate your instincts - Ken of Yonge and Eg

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Read Answer Asked by Ken on April 22, 2019

• Dynamic Active Global Dividend ETF (DXG $72.88)
  • $72.88 Fwd P/E: 27.27X Cap: $805M
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Q: Hi Peter and Team
which would you buy and why: DXG Dynamic iShares Active Global Dividend ETF or the Mutual Fund DYN031 Dynamic Global Dividend Fund which has been around since March 2006 and has been through the financial crisis of 2008/9?
Thanks Ron

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Read Answer Asked by Ron on April 22, 2019

• Blackstone Inc. (BX $168.72)
  • $168.72 Fwd P/E: 50.97X Cap: $123.10B
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Q: Own this one and am up nicely so far, have traded it before and made money.
Where do you see it going in the next 1 year time frame? Should I sell or hold ?
Thanks Gary

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Read Answer Asked by Gary on April 22, 2019

• TELUS Corporation (T $22.31)
  • $22.31 Fwd P/E: 28.24X Cap: $33.77B
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• Thomson Reuters Corporation (TRI $287.16)
  • $287.16 Fwd P/E: 43.86X Cap: $129.35B
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Q: Hi am looking for a couple of recommendations for conservative dividend growing Canadian stocks and would like to shy away from utilities and those sectors that might be more interest rate sensitive. I already have good exposure to banks. Would appreciate any ideas you have. Thank you. Bill

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Read Answer Asked by Bill on April 22, 2019

• Global X S&P/TSX 60 Index Corporate Class ETF (HXT $71.88)
  • $71.88 Cap: $4.96B
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Q: Hi
HXT does not pay a dividend CDZ does pay a monthly dividend.

I do not know or understand why one would buy HXT over CDZ.

Could please explain this in way grandmother would understand. how HXT works

Thank you

Mike

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Read Answer Asked by Mike on April 22, 2019

• Brookfield Renewable Partners L.P. (BEP.UN $37.32)
  • $37.32 Cap: $24.56B
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Q: Thanks for all your help.

It is tax season, and trusts are giving me issues with their reporting being complex and late, generally. Being late, I’ve have to update my taxes that were already done by my accountant.

I am trying to figure out where best to put trusts, like BEP.UN, for tax and reporting purposes. Are they best in a Corporate account, personal, RRSP, or TFSA?

Thanks again,

Fed

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Read Answer Asked by Federico on April 18, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 Fwd P/E: 30.31X Cap: $376M
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• TFI International Inc. (TFII $121.12)
  • $121.12 Fwd P/E: 19.52X Cap: $10.17B
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• iShares U.S. Medical Devices ETF (IHI $60.06)
  • $60.06 Fwd P/E: 105.73X Cap: $4.32B
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Q: Hello Peter and gang
What can you say about IHI, it seems to be pretty good over a 10 year period. Is there any other etf in the same field. Is there a Canadian version?
What are you expecting the quarterly report to be for TFII. Is this a good long term hold.
Is it time to jump into PHO. Held it before and did well. Is this a good time to jump back in.

thank you
Ken and Cindy

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Read Answer Asked by cindy on April 18, 2019

• Plains All American Pipeline L.P. (PAA $18.91)
  • $18.91 Fwd P/E: 20.31X Cap: $13.29B
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Q: Hi Peter, looking into PAA. Any thoughts? Is the dividend safe? Thanks. Alnoor are they gas or oil

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Read Answer Asked by Alnoor on April 18, 2019

• Evolve Cyber Security Index Fund (CYBR $57.63)
  • $57.63 Fwd P/E: 32.36X Cap: $177M
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Q: Referring to the US company Cybr (and not the Canadian Eft), do you think it remains a buy? It has had a nice little run up but it seems anything good has run up a lot since December. The company seems to have stellar earnings per share growth but I don't know how that translates into the stock price. Is it overbought or is there more gain to be had in your view? Thank you.

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Read Answer Asked by Jason on April 18, 2019

• IGM Financial Inc. (IGM $43.80)
  • $43.80 Fwd P/E: 11.03X Cap: $10.37B
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Q: Any particular reason / news for the recent run up in this stock ?

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Read Answer Asked by darcy on April 18, 2019