Investment Q&A

• JPMorgan Chase & Co. (JPM $310.79)
  • $310.79 P/E (TTM): 15.43X Cap: $838.21B
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• Mastercard Incorporated (MA $526.41)
  • $526.41 P/E (TTM): 31.96X Cap: $469.45B
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• Morgan Stanley (MS $175.41)
  • $175.41 P/E (TTM): 18.09X Cap: $278.77B
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• Visa Inc. (V $320.95)
  • $320.95 P/E (TTM): 30.08X Cap: $614.94B
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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 $215.35)
  • $215.35 P/E (TTM): 18.48X Cap: $142.22B
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• CVS Health Corporation (CVS $76.69)
  • $76.69 P/E (TTM): 56.34X Cap: $97.56B
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• Goldman Sachs Group Inc. (The) (GS $922.24)
  • $922.24 P/E (TTM): 18.97X Cap: $276.60B
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• Stryker Corporation (SYK $380.23)
  • $380.23 P/E (TTM): 44.81X Cap: $145.50B
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• Walmart Inc. (WMT $122.99)
  • $122.99 Cap: $980.25B
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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 $18.98)
  • $18.98 P/E (TTM): 15.09X Cap: $65.16B
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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 $67.48)
  • $67.48 P/E (TTM): 16.74X Cap: $5.21B
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• Stella-Jones Inc. (SJ $97.60)
  • $97.60 P/E (TTM): 15.84X Cap: $5.35B
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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 $159.75)
  • $159.75 Cap: $25.47B
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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 $118.19)
  • $118.19 P/E (TTM): 17.27X Cap: $82.41B
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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 $51.79)
  • $51.79 P/E (TTM): 12.4X Cap: $11.75B
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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 $43.24)
  • $43.24 Cap: $19.94B
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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 $95.09)
  • $95.09 P/E (TTM): 26.85X Cap: $76.64B
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• Kimberly-Clark Corporation (KMB $109.02)
  • $109.02 P/E (TTM): 18.11X Cap: $36.18B
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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 $51.79)
  • $51.79 P/E (TTM): 12.4X Cap: $11.75B
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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 $8.37)
  • $8.37 P/E (TTM): 6.45X Cap: $3B
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• CRH Medical Corporation (CRH $4.99)
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• Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA $34.22)
  • $34.22 P/E (TTM): 28.19X Cap: $39.34B
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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

• Amgen Inc. (AMGN $374.75)
  • $374.75 P/E (TTM): 29.32X Cap: $201.79B
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• AbbVie Inc. (ABBV $224.81)
  • $224.81 P/E (TTM): 174.6X Cap: $397.32B
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Q: Aside from JNJ, my US portfolio has no healthcare/biotech stocks. How would you assess these two companies?
Thank you, Team!

P.S. The BNN presentation was very informative!

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Read Answer Asked by Sigrid on December 04, 2018

• Hi-Crush Partners LP representing limited partner interests (HCLP $2.30)
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Q: I have high crush partners and am down 50%. My undestanding is that it is converting from a mlp to a corporation. Do you think it’s worth hanging on.

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Read Answer Asked by Anthony on December 03, 2018

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.89)
  • $172.89 P/E (TTM): 131.93X Cap: $225.46B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Considering valuation and risk which firm would you put new money into today for a 3+ year hold?
Thanks in advance.
david

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Read Answer Asked by David on December 03, 2018

• Lions Gate Entertainment Corporation (LGF $26.09)
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Q: I have held lions gate for many years waiting for something to happen. Have done the loop from $36 to where it is now—around $18. As one of the few independents left with all the mergers and acquisitions that have taken place in the past few years, do you see potential for it as a takeover target. Amazon has been rumoured as a potential buyer for their streaming operations. Now that the Starz lawsuit has been settled, do you see a future for Lions Gate with or without a merger.
Can you tell me if Maloney owns lots of stock and if insiders own a decent amount and is debt manageable. I am tempted to buy more. I think something good will happen soon but I know hope is not a strategy for investing!

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Read Answer Asked by Helen on December 03, 2018