Investment Q&A

• Patrick Industries Inc. (PATK $120.19)
  • $120.19 P/E (TTM): 34.02X Cap: $3.96B
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Q: I've held PATK for less than a year and i'm down 40%. I liked the company's growth, mgmt, but the sector has been hit hard and sounds like more of a decline to come in RV sales in 2019. Would you hold on to PATK or get out now? Would NFI be a good option for more growth and a dividend or is it just more of the same with it being in a similar cyclical sector? Other replacement suggestion?

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Read Answer Asked by Adam on December 10, 2018

• Global X Active Global Dividend ETF (HAZ $41.60)
  • $41.60 P/E (TTM): 0.52X Cap: $534M
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• iShares Global Monthly Dividend Index ETF (CAD-Hedged) (CYH $25.31)
  • $25.31 P/E (TTM): 15.41X Cap: $178M
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $41.73)
  • $41.73 P/E (TTM): 15.33X Cap: $1.10B
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Q: Can you suggest both a Canadian and Global Dividend Growth ETF?

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Read Answer Asked by Ian on December 10, 2018

• Vanguard Total International Stock (VXUS $78.47)
  • $78.47 P/E (TTM): 9.02X Cap: $121.79B
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Q: If I were to buy this ETF, which account would be best. U.S cash account or a RRSP (CDN) account. Is there a tax advantage.
Thanks

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Read Answer Asked by HEATH on December 10, 2018

• Apple Inc. (AAPL $259.96)
  • $259.96 P/E (TTM): 34.99X Cap: $3.82T
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Q: Curious as to what's attracting Buffet to Apple. Could they be due to transform from selling product to a subscription model and enjoy a renewed period of growth similar to Microsoft?
I've enjoyed a good ride with CSU, but wondering if it could be timely to sell and purchase Apple. Would you proceed or not?
Thanks Peter.

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Read Answer Asked by Peter on December 07, 2018

• JPMorgan Chase & Co. (JPM $307.87)
  • $307.87 P/E (TTM): 15.39X Cap: $838.10B
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• Mastercard Incorporated (MA $546.82)
  • $546.82 P/E (TTM): 34.85X Cap: $491.04B
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• Morgan Stanley (MS $180.78)
  • $180.78 P/E (TTM): 18.73X Cap: $287.31B
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• Visa Inc. (V $329.17)
  • $329.17 P/E (TTM): 32.15X Cap: $633.89B
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Q: May I please have your thoughts on US financials at this time and Visa, Morgan Stanley and JP Morgan in particular? Thank you,

Jason

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Read Answer Asked by Jason on December 07, 2018

• Accenture plc Class A (Ireland) (ACN $288.54)
  • $288.54 P/E (TTM): 22.78X Cap: $190.56B
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• CVS Health Corporation (CVS $79.33)
  • $79.33 P/E (TTM): 212.32X Cap: $100.70B
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• Goldman Sachs Group Inc. (The) (GS $932.67)
  • $932.67 P/E (TTM): 19.06X Cap: $279.73B
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• Stryker Corporation (SYK $359.39)
  • $359.39 P/E (TTM): 46.76X Cap: $137.43B
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• Walmart Inc. (WMT $120.04)
  • $120.04 Cap: $956.73B
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Q: thoughts of this lower volatility, more defensive us holdings?

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Read Answer Asked by mary on December 07, 2018

• Energy Transfer LP (ET $17.50)
  • $17.50 P/E (TTM): 13.92X Cap: $60.08B
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Q: WHATS YOUR FEELING ON ENERGY TRANSFER IS THE PAYOUT SAFE AND DO U SEE ANY UPSIDE IN THIS STOCK

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Read Answer Asked by dom on December 07, 2018

• Methanex Corporation (MX $64.98)
  • $64.98 P/E (TTM): 15.97X Cap: $5.02B
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• Stella-Jones Inc. (SJ $88.58)
  • $88.58 P/E (TTM): 14.3X Cap: $4.86B
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Q: Hi,
I currently own SJ and MX for materials. Are there any US names you like right now in the sector?
Thanks,
Brent

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Read Answer Asked by Brent on December 07, 2018

• Smartsheet Inc. Class A (SMAR)
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Q: Hello,
Smartsheet inc(SMAR/NYSE) is in cloud sector. Could you please comments on its latest earning, outlook and valuation. Is this stock cheap or expensive compared to its peers?
Thanks
Victor

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Read Answer Asked by Victor on December 07, 2018

• Warner Bros Discovery Inc Com Ser A (DISCA)
  • P/E (TTM): 16.2X Cap: $12.71B
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Q: I am trying to stay within your guidance percentage for tech equities but confess I love the momentum. I have some cash to invest in any sector and also have most of your favourites. What about DISCA? Would love to see any other ideas you might have please.

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Read Answer Asked by Elaine or Gerry on December 06, 2018

• Zscaler Inc. (ZS $214.27)
  • $214.27 Cap: $34.16B
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Q: Hi can you comment on earning an guidance thx Kim

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Read Answer Asked by Kim on December 06, 2018

• The Bank of New York Mellon Corporation (BK $124.59)
  • $124.59 P/E (TTM): 17.76X Cap: $86.88B
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Q: I would like to add more of this company to my portfolio, I'm on the sidelines and waiting for another $1 or 2 lower for my entry point. With a currency as a risk, what is your thoughts on an entry position?

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Read Answer Asked by Barry on December 06, 2018

• Odonate Therapeutics Inc. (ODT)
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Q: Odonate Therapeutics - May I please have your opinion on this stock? It looks like insiders own a large chunk of the company and keep buying. Thank you.

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Read Answer Asked by Manoj on December 05, 2018

• Alerian MLP ETF (AMLP $49.12)
  • $49.12 P/E (TTM): 12.79X Cap: $10.92B
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Q: Would you please provide your comments/thoughts on this Limited Partnership ETF. The yield is quite attractive and it seems to contain some quality names. Additionally, could you please provide some insight as to what the tax implications would be, if kept in an RRSP.

Thanks,
David

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Read Answer Asked by david on December 05, 2018

• Government Properties Income Trust (GOV)
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Q: THIS STOCK PAY VERY HIGH DIVIDEND( 19% )
YOUR COMMENT FOR RRSP.THANKS

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Read Answer Asked by ebrahim on December 05, 2018

• Centene Corporation (CNC $46.17)
  • $46.17 Cap: $22.90B
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Q: Of these two healthcare companies, which do you prefer? WCG dropped a lot in the recent sell off whereas CNC did not? I do own UNH but I'm looking for another for a long term hold?

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Read Answer Asked by Graeme on December 04, 2018

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: i notice square is down almost 5 dollars after a nice rise yesterday. the only news i can find is one reseearch house lowered target from 100 to 95,is that enough for this kind of sell of. also yesterday instinet said it should have huge revenue griwth going forward. dave

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Read Answer Asked by david on December 04, 2018

• Colgate-Palmolive Company (CL $84.55)
  • $84.55 P/E (TTM): 23.3X Cap: $68.15B
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• Kimberly-Clark Corporation (KMB $99.15)
  • $99.15 P/E (TTM): 16.71X Cap: $32.90B
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Q: Do you see value in CL and KMB at this time as stocks and as somewhat safe harbours in volatile times? Do you have a preference between the two?
Thank you for your advice.

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Read Answer Asked by Peter on December 04, 2018

• Alerian MLP ETF (AMLP $49.12)
  • $49.12 P/E (TTM): 12.79X Cap: $10.92B
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Q: Larry Berman likes this pick for the 8% yield and the “explosion” of pipelines in the US. Do you have an opinion and would it be appropriate for an RRSP?

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Read Answer Asked by Allen on December 04, 2018

• Bausch Health Companies Inc. (BHC $10.35)
  • $10.35 P/E (TTM): 7.81X Cap: $3.83B
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• CRH Medical Corporation (CRH $4.99)
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• Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA $32.64)
  • $32.64 Cap: $37.44B
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Q: I am aware that these companies have high debt levels. However, would you view any one of them investable? Or would there be similar companies with better growth prospects?
Thanks for your input!

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Read Answer Asked by Sigrid on December 04, 2018