Investment Q&A

• Kinaxis Inc. (KXS $137.72)
  • $137.72 P/E (TTM): 40.97X Cap: $3.80B
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• Knight Therapeutics Inc. (GUD $6.41)
  • $6.41 Cap: $628M
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.64)
  • $160.64 P/E (TTM): 133.01X Cap: $209.49B
  • View SHOP Profile
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• Spin Master Corp. Subordinate Voting Shares (TOY $17.44)
  • $17.44 P/E (TTM): 23.38X Cap: $1.74B
  • View TOY Profile
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Q: With a $150,000 balanced portfolio and about 25 positions, what would be the suggested starting weightings be for each of the KXS, GUD, SHOP and TOY positions?

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Read Answer Asked by Tom on December 18, 2017

• Chartwell Retirement Residences (CSH.UN $19.62)
  • $19.62 P/E (TTM): 102.25X Cap: $6.24B
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• Sienna Senior Living Inc. (SIA $22.17)
  • $22.17 P/E (TTM): 46.51X Cap: $2.20B
  • View SIA Profile
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Q: Hi, i am trying to reduce the family's portfolios from 29 stocks to arround 20. I have Sienna and Chartwell. Both together represent 4% of the portfolios. If I was to keep one with a 5 to 10 year time horizon which one would you suggest. Also I do look at a mix of growth and dividend growth but i dont like hight debt, actually i prefer companies with no debt or very low debt. Thank you so much for this fantastic service.

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Read Answer Asked by André on December 18, 2017

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: How do you currently feel about Boyd Group Income Fund - would it be negatively impacted if NAFTA didn't get resolved - are there any other companies that would be negatively impacted - and any companies that it would be positive for. Thanks.

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Read Answer Asked by Karen on December 18, 2017

• Acadian Timber Corp. (ADN $16.86)
  • $16.86 P/E (TTM): 6.42X Cap: $311M
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Q: Last year BNS was hired to examine the sale of this company.
Has there been and subsequent news on this study?
Thanks
Bob Rose

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Read Answer Asked by Robert on December 18, 2017

• Knight Therapeutics Inc. (GUD $6.41)
  • $6.41 Cap: $628M
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Q: Season's Greetings 5i:
Can you please tell me how many significant deals Mr. Goodman made before and after his accident.

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Read Answer Asked by Ian on December 18, 2017

• Avigilon Corporation (AVO $26.98)
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Q: Regarding the decision to add AVO to the BE portfolio, what is AVO's strategy shift that you referred to, what metrics did you use to conclude its valuation is cheap (PE is around 36) and any concerns about the declining sales growth?

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Read Answer Asked by Marc on December 18, 2017

• Knight Therapeutics Inc. (GUD $6.41)
  • $6.41 Cap: $628M
  • View GUD Profile
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Q: Very saddened to hear about the recent mysterious death of Honey and Barry Sherman of Apotex, however, will this void create an opportunity for Jonathan Goodman to enter into talks with Jeremy Desai?

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Read Answer Asked by simon on December 18, 2017

• Enbridge Inc. (ENB $73.32)
  • $73.32 P/E (TTM): 28.37X Cap: $160B
  • View ENB Profile
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Q: You stated in your Q&A on Enbridge that "that cash flow PER SHARE has doubled since 2010." However if I go to the Morningstar web site under Key Stats it shows that cash flow has been mostly negative for the last ten years.
The following are numbers from there site......
Free Cash Flow Per Share * CAD
2007-12 -1.28

2008-12 -3.10

2009-12 -1.78

2010-12 -0.74

2011-12 0.33

2012-12 -3.51

2013-12 -5.50

2014-12 -9.47

2015-12 -4.87

2016-12 -1.20
What am I missing? Are their numbers incorrect?

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Read Answer Asked by Hal on December 17, 2017

• Knight Therapeutics Inc. (GUD $6.41)
  • $6.41 Cap: $628M
  • View GUD Profile
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Q: Great show on BNN. As always Peter was to the point,sharp and candid. (CPG for example).
I was surprised that GUD didn't make it to the top picks . Any reason why? It figured prominently in the year end tax loss selling based buys. Always gets a good recommendation in Q&A. Yet didn't make it to the top 3.

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Read Answer Asked by Savalai on December 16, 2017

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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Q: Do you believe that today's DIS deal could have a positive impact on DHX in terms of placing a higher value on their library?

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Read Answer Asked by angus on December 15, 2017

• Great Plains Metals Corp. (GPS $0.15)
  • $0.15 Cap: $11M
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Q: Can I get your take on GPS's earnings report? Was it what yo expected? Please provide your outlook for the future.

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Read Answer Asked on December 15, 2017

• Great Plains Metals Corp. (GPS $0.15)
  • $0.15 Cap: $11M
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Q: Comments please on their latest quarter and YOUR outlook going forward.
Thank you

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Read Answer Asked by Marty on December 15, 2017

• Great Plains Metals Corp. (GPS $0.15)
  • $0.15 Cap: $11M
  • View GPS Profile
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Q: GPS dropped 0.07 today after q results.Please your take on the results & going forward.Thanks for u usual great views & services.Looking forward to seeing Peter on BNN tomorrow

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Read Answer Asked by Peter on December 15, 2017

• Enghouse Systems Limited (ENGH $15.95)
  • $15.95 P/E (TTM): 11.95X Cap: $869M
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Q: please comment on the quarter? Thx

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Read Answer Asked by blake on December 15, 2017

• Savaria Corporation (SIS $25.22)
  • $25.22 P/E (TTM): 29.62X Cap: $5.75B
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Q: Hi Peter& Ryan,

Could you comment on the latest acquisition.

Thanks

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Read Answer Asked by Stephane on December 14, 2017

• Knight Therapeutics Inc. (GUD $6.41)
  • $6.41 Cap: $628M
  • View GUD Profile
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Q: Why would this company not pay a dividend, if they are sitting on all this cash, and cannot find anything to do with it?

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Read Answer Asked by eugene on December 14, 2017

• NFI Group Inc. (NFI $18.07)
  • $18.07 Cap: $2.15B
  • View NFI Profile
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Q: Why does the Balanced Equity Portfolio spreadsheets
give NFI and others a NR rating when the specific reports such companies give them A,B,C etc.

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Read Answer Asked by darcy on December 14, 2017

• CAE Inc. (CAE $35.61)
  • $35.61 P/E (TTM): 31.18X Cap: $11.45B
  • View CAE Profile
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
  • View BYD.UN Profile
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  • View Reports on BYD.UN

Q: I have a little bit of cash at the moment and I'd like your advice.

I currently hold all of the balanced portfolio except BYD.UN and CAE, should I open a position with either of these two or should I top up another stock in the portfolio.

Thanks!

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Read Answer Asked by David on December 14, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $17.44)
  • $17.44 P/E (TTM): 23.38X Cap: $1.74B
  • View TOY Profile
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Q: When do you expect TOY will report the holiday season results? An answer to a question on Nov 22 suggested that TOY not be purchased until that occurs. Your portfolio sold 1/2 of TOY in November and I am wondering what do to with mine?

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Read Answer Asked by stephen on December 14, 2017

• Premier American Uranium Inc. (PUR $0.58)
  • $0.58 Cap: $45M
  • View PUR Profile
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Q: Is there any reason to hold onto PUR beyond the ex-dividend date tomorrow? Is it simply a decision between a low risk small gain per share by waiting versus redeploying the capital elsewhere?

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Read Answer Asked by Colum on December 13, 2017