Investment Q&A

Q: Do you have some research or comments on energy storage companies

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Read Answer Asked by Janet on May 02, 2016

• Diversified Royalty Corp. (DIV $3.66)
  • $3.66 P/E (TTM): 22.94X Cap: $622M
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Q: Is the dividend on DIV safe and will the stock show growth when/if their longstanding litigation problems are settled?

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Read Answer Asked by Ken on May 02, 2016

• Magellan Aerospace Corporation (MAL $16.97)
  • $16.97 P/E (TTM): 26.26X Cap: $969M
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Q: Can you tell me what you know about this company and if you think it would be a good investment in a TFSA?

Thanks for all your work,

FP

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Read Answer Asked by Francesco on May 02, 2016

• AT&T Inc. (T $29.57)
  • $29.57 P/E (TTM): 16.76X Cap: $211.43B
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• Verizon Communications Inc. (VZ $43.97)
  • $43.97 P/E (TTM): 10.29X Cap: $185.39B
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• TELUS Corporation (T $22.10)
  • $22.10 P/E (TTM): 34.56X Cap: $33.92B
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Q: Which of the three would be better to own in terms of safety, as well as income and some growth? If it were one of the US telcoms I would hold it in my RRSP.

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Read Answer Asked by John on May 02, 2016

• Superior Plus Corp. (SPB $7.58)
  • $7.58 P/E (TTM): 30.87X Cap: $1.70B
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Q: Is SPB considered a Industrial stock or does it fall under Utilities?

Thanks
Dolores

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Read Answer Asked on May 02, 2016

• BMO US Put Write ETF (ZPW $15.70)
  • $15.70 P/E (TTM): 79.36X Cap: $74M
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• Purpose Premium Yield Fund (PYF $17.33)
  • $17.33 P/E (TTM): 59.91X Cap: $282M
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Q: Can you please comment on the pros and cons of using a put write strategy to generate income, as these 2 funds do?

Thanks

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Read Answer Asked by Michael on April 29, 2016

• Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR $10.12)
  • $10.12 Cap: $467M
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Q: Hi Gang, can you please advise as to where to park cash when the market is taking a breather like it did in the last 3 quarters of 2015. Would gold or a bond fund be a place to be to get a better return than cash.

Thank you
Anthony

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Read Answer Asked by Anthony on April 29, 2016

• Canadian National Railway Company (CNR $129.39)
  • $129.39 P/E (TTM): 17.89X Cap: $80.76B
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Q: I heard on BNN that CNR has been short. Can you please tell me what is your opinion and what percentage has been short. Should I sell, Hold or buy.

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Read Answer Asked by Hector on April 28, 2016

• Fortis Inc. (FTS $68.37)
  • $68.37 P/E (TTM): 20.02X Cap: $34.43B
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Q: What would you recommend as fixed income alternative?
Thanks
Jean

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Read Answer Asked by Sherrill on April 28, 2016

• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
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Q: May I have your thoughts on RNW's Q1 earnings? Thank you.

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Read Answer Asked by Brian on April 28, 2016

• DirectCash Payments Inc. (DCI $19.00)
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Q: what do you think directcash at this time?

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Read Answer Asked by jim on April 28, 2016

• Diversified Royalty Corp. (DIV $3.66)
  • $3.66 P/E (TTM): 22.94X Cap: $622M
  • View DIV Profile
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Q: Hello,

Wondering if you can give your overall thoughts on this company, touch on the debt levels / payout ratio, and if possible comment on how they may plan to "diversify out of Alberta".

Thank you for your service,

Jim

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Read Answer Asked by Jim on April 28, 2016

• Bank of Nova Scotia (The) (BNS $87.74)
  • $87.74 P/E (TTM): 17.09X Cap: $108.93B
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• BCE Inc. (BCE $33.46)
  • $33.46 P/E (TTM): 73.02X Cap: $31.20B
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Q: With today's low interest rates, what would you recommend to retirees to achieve a relatively low risk 5% return? I really appreciate your service.
Thanks,

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Read Answer Asked by Hans on April 28, 2016

• Gamehost Inc. (GH $11.60)
  • $11.60 P/E (TTM): 9.43X Cap: $239M
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• Clarke Inc. (CKI $28.25)
  • $28.25 P/E (TTM): 12.33X Cap: $378M
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• DIRTT Environmental Solutions Ltd. (DRT $0.69)
  • $0.69 P/E (TTM): 17.42X Cap: $130M
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Q: what are your thoughts on these companies? can you please rank them in terms of upside potential and downside risk?

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Read Answer Asked by steven on April 28, 2016

• Charles Schwab Corporation (The) (SCHW $93.54)
  • $93.54 P/E (TTM): 28.47X Cap: $169.79B
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Q: I read a recent review in Morningstar and this sounded rather appealing. It would be held in a rrif as a conservative large cap hold. As the gurus seem to feel the C$ has gotten ahead of itself would it be a reasonable purchase time, although that probably matters less than the low fee. (Schwab US Dividend Equity)

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Read Answer Asked by Tom on April 28, 2016

• Alimentation Couche-Tard Inc. (ATD $73.64)
  • $73.64 P/E (TTM): 19.8X Cap: $69.26B
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Q: Re Q by David today,I am in same line.On 4/26 Royal Bank reduced the target price to $68 from $70.Is this material?My simple opinion is the fall is partly due to rotation out of a strong performer,who has grown by acqistions

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Read Answer Asked by Peter on April 27, 2016

• Alimentation Couche-Tard Inc. (ATD $73.64)
  • $73.64 P/E (TTM): 19.8X Cap: $69.26B
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Q: i am reading all your answers to couche tard questions as the stock gets hammered day after day, i have added a few hundred shares each day as it keeps dropping, now own 4000 shares. my question is could there possibly be something else going on other than the 2 class of shares-- the price of oil, the cdn. dollar etc etc. some downgrades somewhere i have not seen, i agree with you it makes no sense but maybe we are all missing something. dave

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Read Answer Asked by david on April 27, 2016

• iShares S&P/TSX Capped REIT Index ETF (XRE $16.40)
  • $16.40 P/E (TTM): 17.16X Cap: $1.52B
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• Vanguard FTSE Canadian Capped REIT Index ETF (VRE $35.59)
  • $35.59 P/E (TTM): 78.37X Cap: $302M
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Q: Given that these two ETFs have almost exactly the same holdings and similar MERs why does XRE have a 5.3% distribution yield and VRE have a 2.45% distribution yield?

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Read Answer Asked by Tim on April 27, 2016

• Guardian Capital Group Limited (GCG $66.90)
  • $66.90 P/E (TTM): 10.6X Cap: $1.63B
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Q: I would appreciate your opinion of Guardian Capital as a medium- to long-term investment at current prices.

Thanks!

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Read Answer Asked by Gregory on April 27, 2016

• Bank of Nova Scotia (The) (BNS $87.74)
  • $87.74 P/E (TTM): 17.09X Cap: $108.93B
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• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $171.93)
  • $171.93 P/E (TTM): 17.91X Cap: $13.24B
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• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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• Kinaxis Inc. (KXS $187.00)
  • $187.00 P/E (TTM): 154.64X Cap: $5.28B
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• Alimentation Couche-Tard Inc. (ATD $73.64)
  • $73.64 P/E (TTM): 19.8X Cap: $69.26B
  • View ATD Profile
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• Premium Brands Holdings Corporation (PBH $93.51)
  • $93.51 P/E (TTM): 45.15X Cap: $4.17B
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• Recipe Unlimited Corporation Subordinate Voting Shares (RECP $20.74)
  • $20.74 P/E (TTM): 16.3X Cap: $1.22B
  • View RECP Profile
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Q: Hi Peter,Ryan et al. My daughter age 32 has $32K to invest in her TFSA. My initial thought was a half position in CAO and KXS along with full positions in BNS. ATD.B CTC.A,PBH,
and HCG. Any suggestions and comments would be appreciated for at least a 3 year time frame.
Thanks in advance.
David

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Read Answer Asked by David on April 27, 2016