Investment Q&A

• The Boeing Company (BA $217.25)
  • $217.25 Cap: $164.51B
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• Brinks Company (The) (BCO $119.02)
  • $119.02 P/E (TTM): 30.21X Cap: $4.95B
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Q: Could I get your take on the earnings reports for Boeing and Brinks. I gather from today's market reaction they were considered quite good. I was wondering if I should add to them at this point.

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Read Answer Asked by John on July 27, 2017

• Royal Bank of Canada (RY $235.18)
  • $235.18 P/E (TTM): 16.22X Cap: $327.43B
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• Toronto-Dominion Bank (The) (TD $129.59)
  • $129.59 P/E (TTM): 11.04X Cap: $220.50B
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• Bank of Nova Scotia (The) (BNS $101.28)
  • $101.28 P/E (TTM): 24.89X Cap: $125.78B
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Q: Hi Peter and Company,

I currently have a position on RY, TD and BNS and I am thinking of moving some money from Canadian banks to US banks. So of the three aforementioned banks that I currently hold, which one would you take off the table and is there a U.S. bank that you can recommend?
Cheers,
Harry

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Read Answer Asked by Harry on July 27, 2017

• Miscellaneous (MISC)
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Q: Good Morning.

Could I get your opinion of Geely (HKG 0175)? It is up substantially since 2016. Is there an etf or fund that would hold stocks exposed to electric vehicles, etc.? Thank you.

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Read Answer Asked by Catherine on July 26, 2017

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $21.29)
  • $21.29 P/E (TTM): 54.09X Cap: $744M
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• BMO International Dividend Hedged to CAD ETF (ZDH $31.61)
  • $31.61 P/E (TTM): 27.89X Cap: $206M
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• BMO US High Dividend Covered Call ETF (ZWH $24.80)
  • $24.80 P/E (TTM): 18.85X Cap: $1.07B
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• iShares Global Monthly Dividend Index ETF (CAD-Hedged) (CYH $24.35)
  • $24.35 P/E (TTM): 15.41X Cap: $171M
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.90)
  • $40.90 P/E (TTM): 14.68X Cap: $1.10B
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• BMO Canadian High Dividend Covered Call ETF (ZWC $20.64)
  • $20.64 P/E (TTM): 12.59X Cap: $1.94B
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Q: I hold small weightings in cdz,zwc,zwh,zwe as well as holdings in Canadian utilities. I am thinking of replacing cdz with either zdh or cyh to increase my international holdings. Would you please look under the hood of zdh and cyh and would you recommend this move or do you have another recommendation?. Thanx. Great service.

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Read Answer Asked by Steve on July 26, 2017

• Goldman Sachs Group Inc. (The) (GS $892.18)
  • $892.18 P/E (TTM): 18.43X Cap: $272.04B
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• U.S. Bancorp (USB $54.50)
  • $54.50 P/E (TTM): 12.58X Cap: $85.47B
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Q: Would you sell USB.us if you held it and replace it with Goldman Sachs GS.us instead? OR would you keep USB (assuming your allocation allowed) and simply ADD Goldman? I’d appreciate some SUBSTANTIVE reasoning , would really apreciate that. Many thanks.

(PS: I reviewed your previous comments on Goldman Sachs and was baffled by your responses. Goldman a target for takeover given anti-trust rules & regs? And: Goldman I could not see where made the acquisitionist you referred to; nor does Goldman pay the dividend amounts you mentioned. Nevertheless , I defer to your expertise)
I have a question about 854

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Read Answer Asked by Adam on July 26, 2017

• Lincoln Electric Holdings Inc. (LECO $245.35)
  • $245.35 P/E (TTM): 26.39X Cap: $13.48B
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Q: Hi,
Lincoln Electric came out with 2Q-2017 with increased sales and NP but stock fall more than US$6/=. I am unable to find the reason of this falls. Can you please give some information on it? Is there something going to hurt company in future so that I shout sell the stock and move on?
Thanks

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Read Answer Asked by Piyush on July 26, 2017

• Alphabet Inc. (GOOG $314.39)
  • $314.39 P/E (TTM): 31.09X Cap: $3.78T
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Q: Do you consider downturns like today a buying opportunity or do you think the good times may be in the past. Your comments would be appreciated. Thanks

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Read Answer Asked by Brian on July 25, 2017

• Platform Specialty Products Corp. (PAH)
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Q: Could you provide an updated comment on the potential investment case for PAH

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Read Answer Asked by Kim on July 25, 2017

• Moody's Corporation (MCO $519.06)
  • $519.06 P/E (TTM): 41.84X Cap: $92.77B
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Q: What do you think of Moody's?

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Read Answer Asked by John on July 25, 2017

• Collectors Universe Inc. (CLCT $91.92)
  • $91.92 P/E (TTM): 47.28X Cap: $852M
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Q: You have recommended CLCT in the past. What is your current/catalysts do you see for this name?

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Read Answer Asked by CAMERON on July 25, 2017

• Miscellaneous (MISC)
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Q: Hi, with CAD$ almost at $0.80 are there any US or Global stocks that make sense to buy at this time.

Please provide your favourites regardless of sector.

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Read Answer Asked by Harpinder on July 25, 2017

• BCE Inc. (BCE $32.02)
  • $32.02 P/E (TTM): 4.72X Cap: $29.85B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $51.33)
  • $51.33 P/E (TTM): 4.05X Cap: $27.43B
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• TELUS Corporation (T $17.77)
  • $17.77 Cap: $27.09B
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Q: Hi. Currently own BCE and T. Looking to increase my weighting in communications. Any suggestions.

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Read Answer Asked by Susan on July 25, 2017

• Illinois Tool Works Inc. (ITW $252.23)
  • $252.23 P/E (TTM): 24.51X Cap: $73.23B
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Q: Wondering if you could comment on the ITW results, they beat expectations, raised guidance and everything seems to be really strong yet the stock is off this morning. I guess the market was looking for even stronger forward guidance?

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Read Answer Asked by Rob on July 24, 2017

• Fastenal Company (FAST $41.29)
  • $41.29 P/E (TTM): 39.02X Cap: $47.71B
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Q: Your thoughts on Fastenal (FAST)? How does the valuation look to you?

Thanks,
FP

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Read Answer Asked by Francesco on July 24, 2017

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $148.49)
  • $148.49 P/E (TTM): 19.97X Cap: $351.56B
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• Tencent Holdings Ltd. ADR (TCEHY $76.95)
  • $76.95 P/E (TTM): 29.41X Cap: $727.78B
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Q: Good afternoon, Peter & Co.
I am planning on diversifying my portfolio outside of North America and I am considering Alibaba and Tencent. May I have your comments on these companies and the timeliness of an immediate purchase.
With appreciation,
Ed

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Read Answer Asked by Ed on July 24, 2017

• Target Corporation (TGT $98.10)
  • $98.10 P/E (TTM): 12.07X Cap: $44.42B
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Q: Hi , what is your view of Target as a long term hold please?
Thanks
Rick

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Read Answer Asked by Richard on July 24, 2017

• Miscellaneous (MISC)
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Q: If Trump's shenanigans hit the fan , and he is impeached ... which sectors will get murdered , or does everything fall , including the USD ? thanks

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Read Answer Asked by Thomas on July 24, 2017

• NVIDIA Corporation (NVDA $188.22)
  • $188.22 P/E (TTM): 47.28X Cap: $4.62T
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Q: In a previous response, you said GUD started trading April 29, 2014. What is the incorporation date for GUD? My research states April 1993 as the incorporation date for NVDA. Do you know the day?

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Read Answer Asked by Patti on July 24, 2017

• BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF (ZWA $27.95)
  • $27.95 P/E (TTM): 21.26X Cap: $207M
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• BMO US High Dividend Covered Call ETF (ZWH $24.80)
  • $24.80 P/E (TTM): 18.85X Cap: $1.07B
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Q: BMO ETF ZWH is seriously underperforming YTD, in a strong US market. According to BMO website it is negative YTD whereas ZWA is up over 7% in the same timeframe. Is there some reason for this ? Longer term ZWH outperforms ZWA. Thanks for your insight.

Ted

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Read Answer Asked by Ted on July 24, 2017

• GE Aerospace (GE $311.58)
  • $311.58 P/E (TTM): 42.07X Cap: $332.41B
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Q: Held GE for over 5 years for income, currently still has a 20% profit, about 3% weight, thinking of switching it out, do you think it is a hold now? Any recommendation(s) for a replacement?

Thanks

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Read Answer Asked by Steve on July 24, 2017