Investment Q&A

• Balanced Equity Portfolio (BEPORT)
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Q: Your Balanced Portfolio is down 7% since Sept 1 vs a really lousy TSX that's down 3.75%. Can you explain what is going on?

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Read Answer Asked by Darcy on October 10, 2018

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: is this parkland deal positive for the stock, it seems positive but it is complicated so i defer to you. dave

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Read Answer Asked by david on October 10, 2018

• goeasy Ltd. (GSY $131.28)
  • $131.28 P/E (TTM): 9.2X Cap: $2.06B
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Q: as interest rates increase, i would think this would be good for goeasy as traditional lenders become more cautious, as an alternative lender this should help their business, but last couple of days stock got killed, and is selling way below the current financing, it still seems very cheap to me, could you comment. dave

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Read Answer Asked by david on October 10, 2018

• Kinaxis Inc. (KXS $176.90)
  • $176.90 P/E (TTM): 103.68X Cap: $5.04B
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Q: Can you give me the actual share count of short interest in Kinaxis? For both the US and Cdn exchanges.

Thank you David

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Read Answer Asked by lori on October 09, 2018

• Whitecap Resources Inc. (WCP $11.53)
  • $11.53 P/E (TTM): 9.93X Cap: $13.90B
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Q: Wcp is sitting around 52 week lows even though the price of oil is rallying. Why is this?
I'm tempted to buy wcp for a bounce off the bottom, as it has done in the past.
Thoughts?

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Read Answer Asked by Curtis on October 09, 2018

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: What are your thoughts on buying RHT at these levels?

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Read Answer Asked by Brady on October 09, 2018

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $20.39)
  • $20.39 P/E (TTM): 9.63X Cap: $1.70B
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Q: Buying range

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Read Answer Asked by j stuart on October 09, 2018

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $224.72)
  • $224.72 P/E (TTM): 87.84X Cap: $288.87B
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Q: Do you notice any short sellers attack on shopify recently? The price drop percentage on this counter is much higher than many other tech stocks in the last few days including some high valuation stocks. Any concerns that we are missing ? What is the expected third quarter EPS an EBITDA ? Thanks for your advice.

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Read Answer Asked by Sriram on October 09, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: can't wrap my head around this one still; very cheap next years earnings, good future growth projected around 15% cagr, diversified business regionally and operationally, thoughts on continuing to add to a fairly large position for a very long term (only 20 years old) horizon

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Read Answer Asked by matthew on October 09, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Brookfield Renewable Partners L.P. (BEP.UN $39.58)
  • $39.58 Cap: $26.22B
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• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Celestica Inc. (CLS $463.80)
  • $463.80 P/E (TTM): 53.72X Cap: $53.21B
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• NFI Group Inc. (NFI $13.68)
  • $13.68 Cap: $1.60B
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• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $20.39)
  • $20.39 P/E (TTM): 9.63X Cap: $1.70B
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• Western Forest Products Inc. (WEF $11.37)
  • $11.37 Cap: $116M
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• Knight Therapeutics Inc. (GUD $6.08)
  • $6.08 Cap: $600M
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• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
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• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
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• High Arctic Energy Services Inc. (HWO $0.88)
  • $0.88 Cap: $11M
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Q: of all the companies listed, I currently have the same percentage of holding that is in the 5i portfolio. Which of these stocks would you be comfortable buying today and making it a 4-5 % holding as I have some cash and would like to average down. I am a young investor with a long horizon as these stocks are all in my RRSP.

Thanks

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Read Answer Asked on October 09, 2018

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $224.72)
  • $224.72 P/E (TTM): 87.84X Cap: $288.87B
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Q: Hello team,
What are your thoughts today on SHOP? Good entry point?
Thank you

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Read Answer Asked by Silvia on October 05, 2018

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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Q: The PE for PLC in your report is 24.4. On the TMX website the PE ratio is 109. Can you please explain this discrepancy ?

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Read Answer Asked by Joseph on October 05, 2018

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
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Q: As a "speculative" addition to my portfolio, your opinion please of Alcanna. It would be a small position - Thanks

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Read Answer Asked by Ron on October 05, 2018

• Growth Portfolio (Growth)
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Q: I have about 100k in invest in a non registered account. Would like your recommendations on 10 small cap companies. Looking for growth companies for the next 5 to 10 years. Thanks

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Read Answer Asked by David on October 05, 2018

• Magna International Inc. (MG $69.23)
  • $69.23 P/E (TTM): 13.29X Cap: $19.55B
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Q: Good Morning
MG had been grinding higher from Jan 2016 to about May 2018. It then dropped, presumably on NAFTA concerns. Now that this is somewhat resolved I would have thought tjat it would have had a bigger pop. Is this a good time to buy the stock or is there something else going on?
Thanks for your advice.
Ian

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Read Answer Asked by Ian on October 05, 2018

• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
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Q: Hi, do you still like this company at this price today? (.75 cents)
thanks.

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Read Answer Asked by Dario on October 05, 2018

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: Hi Peter & Team,
Is there anything specific to explain why GC is rising and TSGI falling, whereas it was the other way around a month ago? Or did I just answer my own question?
Thanks as usual.

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Read Answer Asked by Molly on October 05, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Is this stock following Micron today? Would you add today?

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Read Answer Asked by fwb181 on October 05, 2018

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $20.39)
  • $20.39 P/E (TTM): 9.63X Cap: $1.70B
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• Winpak Ltd. (WPK $44.11)
  • $44.11 P/E (TTM): 13.87X Cap: $2.66B
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Q: Would you prefer this company over WPK or the other way around. Thanks, Bill

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Read Answer Asked by Bill on October 05, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Norbord Inc. (OSB $56.97)
  • $56.97 P/E (TTM): 15.26X Cap: $4.59B
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• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $20.39)
  • $20.39 P/E (TTM): 9.63X Cap: $1.70B
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• Western Forest Products Inc. (WEF $11.37)
  • $11.37 Cap: $116M
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Q: I am getting beat up by the above companies --all down 20 to 27%.
I am not comfortable with these kind of losses--usually bail out around 10%
Which proves to be a mistake sometimes.
What is your reccomendation SELLor HOLD and for how long if you are suggesting I hold.
Thanks
Peter

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Read Answer Asked by peter on October 04, 2018