Investment Q&A

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.58)
  • $37.58 P/E (TTM): 29.93X Cap: $5.82B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• Chartwell Retirement Residences (CSH.UN $22.19)
  • $22.19 P/E (TTM): 99.45X Cap: $6.75B
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN
• InterRent Real Estate Investment Trust (IIP.UN $13.41)
  • $13.41 Cap: $1.87B
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN
• iShares S&P/TSX Capped REIT Index ETF (XRE $16.13)
  • $16.13 P/E (TTM): 12.81X Cap: $1.12B
  • View XRE Profile
  • View Questions on XRE

Q: Would you buy a REIT today? What would be your top choice?

Upvote 0

Read Answer Asked by Allen on March 17, 2020

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

Q: Investing in this market:
- You mentioned in a recent answer that one should buy slowly into this market. What constitutes "slow"?
- You mentioned in the same answer that shares down 40% can drop another 40%. Has this ever happened overall in a bear market other than 1929?

Upvote 0

Read Answer Asked by Carl on March 17, 2020

• Manulife Floating Rate Senior Loan Fund Class A Units (MFR.UN $5.92)
  • View MFR.UN Profile
  • View Questions on MFR.UN

Q: Can you please give me some guidance on MFR.UN. I hold it for income but after the recent collapse in value I am wondering if I should still continue to hold. What would you replace it with?
Thank you

Upvote 0

Read Answer Asked by Francisco on March 17, 2020

Q: I was wondering if it would be possible to get a list of the CDN O & G companies that would be at risk of cutting dividends. Most have high debt levels and if O & G stays low for a long time, they will have to conserve capital and pay back debt.

Upvote 0

Read Answer Asked by James on March 17, 2020

Q: With regard to Martin's question about the safety of accounts of over $100k your response was that amounts above this were not guaranteed. My understanding is that the $100k limit applied to bank accounts, which are guaranteed by the Canadian Deposit Insurance Corporation (CDIC). Investment/brokerage accounts, however, are protected by the CIPF (Canadian Investor Protection Fund) up to $1 million. Is that not correct?

Upvote 0

Read Answer Asked by John on March 17, 2020

• Suncor Energy Inc. (SU $76.73)
  • $76.73 P/E (TTM): 17.81X Cap: $91.70B
  • View SU Profile
  • View Questions on SU
• Canadian Natural Resources Limited (CNQ $58.28)
  • $58.28 P/E (TTM): 18.3X Cap: $120.86B
  • View CNQ Profile
  • View Questions on CNQ

Q: With WCS below $20, can these oil sands producers still make money?

Upvote 0

Read Answer Asked by Allen on March 17, 2020

• Air Lease Corporation Class A (AL $64.87)
  • $64.87 P/E (TTM): 6.97X Cap: $7.27B
  • View AL Profile
  • View Questions on AL

Q: What's your present thought on this co.? Thank you, Fooklin

Upvote 0

Read Answer Asked by Fooklin on March 17, 2020

• Brookfield Infrastructure Partners L.P. (BIP.UN $53.65)
  • $53.65 P/E (TTM): 59.73X Cap: $24.43B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: How would you rate BIP as an investment for the next couple of years (In comparison to other large caps) and would you put money into it today?

Upvote 0

Read Answer Asked by John on March 17, 2020

• Brookfield Renewable Partners L.P. (BEP.UN $43.51)
  • $43.51 Cap: $28.76B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: I know you have been favorable on this company recently, can you comment on this new acquisition and the sustainability of the dividend.
Thanks for all your advice

Upvote 0

Read Answer Asked by Keith on March 17, 2020

• Brookfield Renewable Partners L.P. (BEP.UN $43.51)
  • $43.51 Cap: $28.76B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: Any comments on the acquisition made last night by BEP? Interesting time to make an acquisition?!

Jason

Upvote 0

Read Answer Asked by Jason on March 17, 2020

• Fidelity MSCI Information Technology Index ETF (FTEC $220.77)
  • $220.77 P/E (TTM): 38.28X Cap: $15.98B
  • View FTEC Profile
  • View Questions on FTEC

Q: Please give me your opinion about this etf FTEC for info tech. Would you have reasons for recommending this for growth in an RRSP? Thanks.

Upvote 0

Read Answer Asked by K on March 17, 2020

• Chesswood Group Limited (CHW $0.90)
  • View CHW Profile
  • View Questions on CHW

Q: Any specific reason that Chesswood has fallen so significantly this morning? Thanks!

Upvote 0

Read Answer Asked by Gregory on March 17, 2020

• iShares Core Canadian Short Term Corporate Bond Index ETF (XSH $19.24)
  • $19.24 Cap: $2.35B
  • View XSH Profile
  • View Questions on XSH
• BMO Ultra Short-Term US Bond ETF (ZUS.U $46.89)
  • $46.89 Cap: $79M
  • View ZUS.U Profile
  • View Questions on ZUS.U

Q: This short term bond ETF has declined significantly in the past three days. Any idea what is going on, and if it will continue. I have cash parked in this ETF. Should I sell, or perhaps buy more?

Upvote 0

Read Answer Asked by Jack on March 17, 2020

• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $24.61)
  • $24.61 P/E (TTM): 8.08X Cap: $579M
  • View CHR Profile
  • View Questions on CHR

Q: Is the leasing business of CHR.CA a separate entente. Can they mitigate the damage of this part of the business.
OR
Can they limit the damage if they need to because this is a separate subsidiary or is it connected and the whole company suffers.
How do you view this company today.

Upvote 0

Read Answer Asked by JOSEPH on March 17, 2020

• Costco Wholesale Corporation (COST $994.84)
  • $994.84 P/E (TTM): 68.47X Cap: $437.66B
  • View COST Profile
  • View Questions on COST
• Clorox Company (The) (CLX $126.71)
  • $126.71 P/E (TTM): 20.2X Cap: $15.32B
  • View CLX Profile
  • View Questions on CLX
• The Campbell's Company (CPB $27.06)
  • $27.06 P/E (TTM): 13.83X Cap: $8.08B
  • View CPB Profile
  • View Questions on CPB
• Walmart Inc. (WMT $127.12)
  • $127.12 Cap: $1T
  • View WMT Profile
  • View Questions on WMT
• Loblaw Companies Limited (L $66.96)
  • $66.96 P/E (TTM): 10.81X Cap: $82.79B
  • View L Profile
  • View Questions on L

Q: Hi team
As a trade would Clorox fit the bill. Can you suggest a few more of possible in these volatile months ahead. ? It would be my TFSA
Thankyou to alk of you for your sage guidance.
Happy St Patties

Upvote 0

Read Answer Asked by El-ann on March 17, 2020

• BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF (ZWA $27.82)
  • $27.82 P/E (TTM): 21.26X Cap: $204M
  • View ZWA Profile
  • View Questions on ZWA
• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $22.07)
  • $22.07 P/E (TTM): 49.64X Cap: $787M
  • View ZWE Profile
  • View Questions on ZWE

Q: I hear that those who make covered call ETF(s) are having a problem with the level of volatility. Do you understand what that means and whether that could cause some less liquid ones to dissapear, perhaps under a condition in their prospectus? I suppose black swan events like this one can make complicated products even more complicated to manage. Thank you.

Upvote 0

Read Answer Asked by Matt on March 17, 2020

• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $98.50)
  • $98.50 P/E (TTM): 33.18X Cap: $1.33B
  • View HXQ Profile
  • View Questions on HXQ
• Vanguard Industrials ETF (VIS $341.66)
  • $341.66 P/E (TTM): 23.91X Cap: $6.26B
  • View VIS Profile
  • View Questions on VIS
• State Street Industrial Select Sector SPDR ETF (XLI $176.64)
  • $176.64 P/E (TTM): 26.42X Cap: $31.14B
  • View XLI Profile
  • View Questions on XLI
• First Trust AlphaDEX U.S. Industrials Sector Index ETF (FHG $64.51)
  • $64.51 P/E (TTM): 14.06X Cap: $55M
  • View FHG Profile
  • View Questions on FHG
• TD Global Technology Leaders Index ETF (TEC $50.28)
  • $50.28 P/E (TTM): 31.1X Cap: $3.22B
  • View TEC Profile
  • View Questions on TEC

Q: Please recommend a CAD unhedged US tech ETF and CAD unhedged US industrial ETF or any ETF which has a combination of both and would you buy at this time? Long term hold (10+ years) and medium to high risk. Thanks.

Upvote 0

Read Answer Asked by K on March 17, 2020

• BMO Equal Weight US Banks Index ETF (ZBK $42.95)
  • $42.95 P/E (TTM): 12.09X Cap: $655M
  • View ZBK Profile
  • View Questions on ZBK
• BMO Low Volatility US Equity ETF (ZLU $63.07)
  • $63.07 P/E (TTM): 21.34X Cap: $2.40B
  • View ZLU Profile
  • View Questions on ZLU

Q: ..would you step into these two today?

Upvote 0

Read Answer Asked by Curtis on March 17, 2020

• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $72.36)
  • $72.36 P/E (TTM): 26.69X Cap: $569M
  • View XHC Profile
  • View Questions on XHC
• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $61.48)
  • $61.48 P/E (TTM): 30.32X Cap: $4.09B
  • View XQQ Profile
  • View Questions on XQQ
• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $98.50)
  • $98.50 P/E (TTM): 33.18X Cap: $1.33B
  • View HXQ Profile
  • View Questions on HXQ

Q: The ETF Portfolios tend to indicate a preference for CDN Hedged ETF's. (XQQ; XHC). Do you still prefer CDN Hedged ETFs today? Can you suggest non-hedged alternatives?

Upvote 0

Read Answer Asked by Joyce on March 17, 2020

• L Brands Inc. (LB)
  • P/E (TTM): 16.0X Cap: $21.04B
  • View LB Profile
  • View Questions on LB
• Canadian Natural Resources Limited (CNQ $58.28)
  • $58.28 P/E (TTM): 18.3X Cap: $120.86B
  • View CNQ Profile
  • View Questions on CNQ
• Keyera Corp. (KEY $51.79)
  • $51.79 P/E (TTM): 38.38X Cap: $11.88B
  • View KEY Profile
  • View Questions on KEY
• Nutrien Ltd. (NTR $99.28)
  • $99.28 P/E (TTM): 58.34X Cap: $47.59B
  • View NTR Profile
  • View Questions on NTR

Q: I am down on the stocks as follows but do not have offsetting capital gains to compensate for the losses - would you continue to hold or sell and please advise your rationale
Also, what criteria do you use for determining when this market has stopped it downward trend?

Upvote 0

Read Answer Asked by David on March 17, 2020