Investment Q&A

Q: Yesterday in your Webinar, you said "Sell the losers!"
I am down 44% in TSGI, 48% in VET and 35% in WEF. So are you! These stocks remain in your Portfolios.
Please help me understand what constitutes " A Loser" Thanks,

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Read Answer Asked by Penny on October 25, 2018

• Visa Inc. (V $351.86)
  • $351.86 P/E (TTM): 35.27X Cap: $672.22B
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Q: What’s happening with Visa? Should t it be rebounding better? Good time to add?

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Read Answer Asked by John on October 25, 2018

• Stuart Olson Inc. (SOX $0.13)
  • $0.13 Cap: $4M
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Q: Do you think Earnings report on Nov. 6 will help the stock any or should I dump it now?

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Read Answer Asked by John on October 25, 2018

• Dorel Industries Inc. Class B Subordinate Voting Shares (DII.B $1.44)
  • $1.44 Cap: $47M
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Q: Your opinion on this company particularly on its dividend sustainability.

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Read Answer Asked by Stanley on October 25, 2018

• CAE Inc. (CAE $39.18)
  • $39.18 P/E (TTM): 32.14X Cap: $12.54B
  • View CAE Profile
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Q: CAE is part of your top picks, yet today it is still dropping like an anchor, should I still keep this position
Thanks for the info

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Read Answer Asked by James on October 25, 2018

• Tourmaline Oil Corp. (TOU $60.33)
  • $60.33 P/E (TTM): 18.06X Cap: $22.57B
  • View TOU Profile
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• Vermilion Energy Inc. (VET $11.02)
  • $11.02 Cap: $1.70B
  • View VET Profile
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• iShares S&P/TSX Capped Energy Index ETF (XEG $17.14)
  • $17.14 P/E (TTM): 36.8X Cap: $1.53B
  • View XEG Profile
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Q: I hold both TOU and VET in a taxable account. I would like to sell both to harvest the tax loss and rebuy after 30 days. I would prefer to keep the investment in the sector until repurchase. Can you suggest an appropriate alternative holding.
Thank you

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Read Answer Asked by Les on October 25, 2018

• Vermilion Energy Inc. (VET $11.02)
  • $11.02 Cap: $1.70B
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Q: COMMENTS ON THE QUARTER PLEASE ?

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Read Answer Asked by JOSEPH on October 25, 2018

• Methanex Corporation (MX $46.75)
  • $46.75 P/E (TTM): 11.28X Cap: $3.15B
  • View MX Profile
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Q: Hi team,
Would you pls. comment on MX earnings results. Would you buy now, considering it's a cyclical stock? BTW....what's MX seasonality?
Thx!

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Read Answer Asked by Silvia on October 25, 2018

• Align Technology Inc. (ALGN $194.06)
  • $194.06 P/E (TTM): 34.37X Cap: $13.70B
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Q: Hello team,

Why such a huge drop despite the their good earning and revenue YOY? Buy opportunity or time to sell?

Thanks a lot as always!

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Read Answer Asked by Saeed on October 25, 2018

• Celestica Inc. (CLS $213.32)
  • $213.32 P/E (TTM): 46.54X Cap: $25.65B
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Q: Could I please have your take on Celesticas earnings and outlook.

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Read Answer Asked by Helen on October 25, 2018

Q: Hi Peter and good people,
What behaviour and/or level of the VIX would indicate the washout has occurred?
Thanks,
Mike

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Read Answer Asked by Mike on October 25, 2018

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.45)
  • $168.45 P/E (TTM): 105.2X Cap: $218.54B
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Q: Understanding that volatility goes hand in hand with Shopify, will the quarterly results that came out this morning have a settling effect or will it have the opposite effect? They had a clear revenue beat but are there negatives that will cause LT concerns?

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Read Answer Asked by Geoffrey on October 25, 2018

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.45)
  • $168.45 P/E (TTM): 105.2X Cap: $218.54B
  • View SHOP Profile
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Q: Can you comment on shopify earning thx Kim

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Read Answer Asked by Kim on October 25, 2018

• Amazon.com Inc. (AMZN $227.47)
  • $227.47 P/E (TTM): 37.35X Cap: $2.41T
  • View AMZN Profile
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• Meta Platforms Inc. (META $704.81)
  • $704.81 P/E (TTM): 27.87X Cap: $1.77T
  • View META Profile
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• Alphabet Inc. (GOOG $192.11)
  • $192.11 P/E (TTM): 21.33X Cap: $2.33T
  • View GOOG Profile
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• NVIDIA Corporation (NVDA $167.03)
  • $167.03 P/E (TTM): 55.28X Cap: $4.07T
  • View NVDA Profile
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• Box Inc. Class A (BOX $33.09)
  • $33.09 P/E (TTM): 25.47X Cap: $4.75B
  • View BOX Profile
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Q: I own NVDA, FB, BOX, AMZN and GOOG in my son's RESP and he is still in the green. Would you briefly comment on each stock's potential rebound and rate them? Thanks.

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Read Answer Asked by Steven on October 25, 2018

• International Petroleum Corporation (IPCO $22.51)
  • $22.51 P/E (TTM): 15.98X Cap: $2.85B
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Q: Can you please comment on IPCO? The recent slide, the recent acquisition, etc. Would appreciate your thoughts. Thanks.

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Read Answer Asked by Chris on October 25, 2018

• S&P 500 (SPX)
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Q: EquityClockOct 24th, 8:07 am
US New Home Sales down 8.9% YTD, weakest performance since 2008.

Given that housing is known (or so they say) to be a predictor of how well the economy is doing.....what are your thoughts on the above news? Should we worry or at least be cautious?

Thank you!

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Read Answer Asked by Silvia on October 25, 2018

• Bank of Nova Scotia (The) (BNS $76.69)
  • $76.69 P/E (TTM): 15.93X Cap: $95.52B
  • View BNS Profile
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• BCE Inc. (BCE $33.15)
  • $33.15 P/E (TTM): 78.17X Cap: $30.24B
  • View BCE Profile
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• Magna International Inc. (MG $57.20)
  • $57.20 P/E (TTM): 10.4X Cap: $16.39B
  • View MG Profile
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Q: I have $20,000 to invest outside of an RRSP/TSFA/RESP. looking at a 3-5 year timeline. Obviously tax is a consideration so would assume a couple of decent Canadian dividend paying stocks would fit the bill. I'm 20 years from retirement. I would look to buy 1/3 positions now and see if the market bottoms before I dive right in.

Thanks in advance for your thoughts/insight
D

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Read Answer Asked by Don on October 25, 2018

• FirstService Corporation (FSV $244.55)
  • $244.55 P/E (TTM): 62.13X Cap: $11.11B
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Q: Can I please have the consensus opinion on First Service soon to be announced earnings. Thank You.

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Read Answer Asked by Brian on October 25, 2018

• Vermilion Energy Inc. (VET $11.02)
  • $11.02 Cap: $1.70B
  • View VET Profile
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Q: what do you think of vet at this price? is the dividend safe? or please recommend your favorites in this space. p.s. I want at least 5% yield. thx Jack

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Read Answer Asked by Jack on October 25, 2018

• The Intertain Group Limited Exchangeable Shares (ITX $11.95)
  • $11.95 Cap: $233M
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Q: Intertain's price has been rising in a poor market, along with volume that seems higher than average. Could you offer any insight as to why? Is this a buy signal? Fundamentals improving?

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Read Answer Asked by Harry on October 25, 2018