Investment Q&A

Q: ECI seems like it's been on a downward trend for awhile,is there any reason ? does it present an add on opportunity.Seems solid.

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Read Answer Asked by terrance on June 12, 2015

• Chartwell Retirement Residences (CSH.UN $20.30)
  • $20.30 P/E (TTM): 93.27X Cap: $6.13B
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Q: I apologize if you have already answered this, but I can't find it. Given that the TSX will be moving Chartwell to the Healthcare sector, do you think that is an accurate allocation when trying to build a diversified portfolio? I'm inclined to leave it in Financials as a REIT. Would you agree, or should it comprise part of my Healthcare component?

Thank you.

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Read Answer Asked by Alan on June 12, 2015

• Enghouse Systems Limited (ENGH $20.20)
  • $20.20 P/E (TTM): 14.8X Cap: $1.11B
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Q: In January 2015, you gave Enghouse a rating of A-. ESL just released its second quarter results. Revenues are up by profits for the first six months are down. The stock dropped over 3% in one day. Is it time to sell my position?

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Read Answer Asked by Michael on June 11, 2015

Q: Is there any reason for the slide in the stock??
Are yo still holding it?

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Read Answer Asked by Jacqueline on June 11, 2015

Q: Am I the only one wondering what is going on with Amaya's price? Once it was listed on NASDAQ on June 8th it started to fall and it has been falling since, today on large volume. Insights?

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Read Answer Asked by Dell on June 11, 2015

• Enghouse Systems Limited (ENGH $20.20)
  • $20.20 P/E (TTM): 14.8X Cap: $1.11B
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Q: I would appreciate your comments on Enghouse'e earnings release. Thank you, Peter

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Read Answer Asked by Peter on June 11, 2015

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: I have owned byd.un for several years and I love the stock action, reasonably low volatility with nice steady growth, and not talked about to much. Can you give me 3 or 4 other companies within your coverage group that you think will have the same stock action over the next 4 to 5 years?

Thanks as always for a great service, Darcy

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Read Answer Asked by Darcy on June 10, 2015

• Brookfield Renewable Partners L.P. (BEP.UN $40.24)
  • $40.24 Cap: $26.09B
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Q: Hey Guys,

Thanks for the great service. Rising bond yields have recently put pressure on BREP. I agree with your assessment. Just wondering what your thoughts are on the company in a sustained higher rate environment? Would you think the cmpd 12% to 15% targeted return from them is feasible?

Trevor

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Read Answer Asked by Trevor on June 10, 2015

• FirstService Corporation (FSV $215.44)
  • $215.44 P/E (TTM): 50.97X Cap: $9.84B
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Q: Are you aware of what proportion of the share price of FSV before the spin-off have been or will be awarded to CIG and the new FSV as the cost price for each.Thanks for your past and continuing assistance. Don.

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Read Answer Asked by Donald on June 10, 2015

Q: Sorry, already own stock and want to add to position, however can you please what is expected vs .33 estimated.
Thanks

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Read Answer Asked by Rick on June 10, 2015

Q: your opinion on buying this before earnings announcement tomorrow.
Thanks

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Read Answer Asked by Rick on June 10, 2015

Q: Does this new deal add materially to win bottom line and is this now a cheap stock ,,,, thx
WiLAN (TSX: WIN) (NASDAQ: WILN), today announced that its
wholly-owned subsidiary, Onpa Technologies Inc., has acquired a
portfolio of patented microphone technologies from Japanese
electronics company, Funai Electric Co. Ltd. ("Funai").

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Read Answer Asked by Bob on June 10, 2015

• WSP Global Inc. (WSP $245.36)
  • $245.36 P/E (TTM): 36.53X Cap: $32.07B
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Q: I have a question about WSP Global Inc. Is the deal today material and why the muted market reaction? Thank-you

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Read Answer Asked by Alex on June 10, 2015

Q: Could you please comment on CXI earnings report and could you please provide your long term outlook for the company?

Thanks

Dave.

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Read Answer Asked by David on June 10, 2015

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 14.98X Cap: $784M
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Q: Hi,
Is DH roughly at a current 16-17x p/e multiple and a 15-16x forward estimate p/e multiple? Good buy at today's levels??
Thank you

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Read Answer Asked by Marie on June 09, 2015

• Chartwell Retirement Residences (CSH.UN $20.30)
  • $20.30 P/E (TTM): 93.27X Cap: $6.13B
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Q: FYI for Members:
Christine Poole (Globe Invest)just brought up on BNN the fact that in mid June Chartwell will be moved from the TSX Reit Sector to the Healthcare Sector and she considers some of the pressure on the stock price is due to index selling in preparation for this event.

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Read Answer Asked by Scot on June 09, 2015

Q: Do you think BNS is a buy?

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Read Answer Asked by Joe on June 09, 2015

• Questor Technology Inc. (QST $0.39)
  • $0.39 Cap: $11M
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Q: QST continues to decline, I know there is a direct correlation to the Alberta O&G economy. Do you believe it is a buy at this level?
Thanks
Jim

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Read Answer Asked by Jim on June 09, 2015

Q: Con you please give your opinion. A nice dividend and about 50% off the highs. Thanks

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Read Answer Asked by michael on June 08, 2015

• H&R Real Estate Investment Trust (HR.UN $10.40)
  • $10.40 Cap: $2.86B
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Q: HR.UN is down below the point at which it announced a share buyback (on June 4.) Is this a 'sell' signal?

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Read Answer Asked by John on June 08, 2015