Investment Q&A

• Celestica Inc. (CLS $415.50)
  • $415.50 P/E (TTM): 60.19X Cap: $47.79B
  • View CLS Profile
  • View Questions on CLS

Q: Re mq Q yesterday,please advise expected eps & rev.plus reporting date for CLS.Thanks

Upvote 0

Read Answer Asked by Peter on October 20, 2017

• Celestica Inc. (CLS $415.50)
  • $415.50 P/E (TTM): 60.19X Cap: $47.79B
  • View CLS Profile
  • View Questions on CLS

Q: Peter listed Celestica as a top pick on BNN market call. Based on what was reported by BNN in text, it was not mentioned that ONEX controls CLS with 79% of all votes. Do you believe that such control affects suitablility of CLS as an investmwent?

Upvote 0

Read Answer Asked by PAUL on October 20, 2017

• Balanced Equity Portfolio (BEPORT)
  • View BEPORT Profile
  • View Questions on BEPORT
  • View Reports on BEPORT

Q: Although up overall in my balanced portfolio, I'm down close significantly, 10- 20%, in AEM, CLS, KXS, GUD, PKI, SIS. I don't yet own CCL, CAE, EMB, GC, T.

Would you suggest swapping them out now, as year end approaches, or hold and buy the remaining names as funds become available? Or perhaps keep a couple / drop a couple?

Thanks!

Upvote 0

Read Answer Asked by Jamie on October 20, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: What do you think about KWH, a great Yield but......
Margita

Upvote 0

Read Answer Asked by Margita Elisabet on October 20, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO
• Celestica Inc. (CLS $415.50)
  • $415.50 P/E (TTM): 60.19X Cap: $47.79B
  • View CLS Profile
  • View Questions on CLS

Q: Unfortunately Peter was cut short on BNN today. Would it be possible to let us know what his Top Picks would have been?
Cheers,
Hans

Upvote 0

Read Answer Asked by Hans on October 20, 2017

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
  • View PEO Profile
  • View Questions on PEO
  • View Reports on PEO
• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO

Q: Just wondering what your favourite company would be for a long term hold. Which do you think has the lowest risk and best growth potential?

Upvote 0

Read Answer Asked by JEFF on October 20, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO
• Celestica Inc. (CLS $415.50)
  • $415.50 P/E (TTM): 60.19X Cap: $47.79B
  • View CLS Profile
  • View Questions on CLS

Q: Peter you were great on BNN today.Please rank your 3 top picks starting with best as I thinking of buying them these few days.Reportedly,CLS & ABT have record of missing estimated earnings.Please advise expected eps & rev.plus reporting date for CLS

Upvote 0

Read Answer Asked by Peter on October 20, 2017

• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X Cap: $99M
  • View PTG Profile
  • View Questions on PTG

Q: please evaluate and compare prospects of these for a one year hold - thanks

Upvote 0

Read Answer Asked by don on October 19, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.12)
  • $242.12 P/E (TTM): 93.6X Cap: $314.60B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: You say that Shop will take a big hit if earnings disappoint,
would you advise selling a position prior,just in case, and then buying back in after if earnings are ok? "Big hit" makes me nervous.
Thanks Peter

Upvote 0

Read Answer Asked by Peter on October 19, 2017

• Pioneering Technology Corp. (PTE $0.02)
  • View PTE Profile
  • View Questions on PTE

Q: Why do you think PTE has been weak lately when the rest of the market is going up? Should I continue to hold it?

Upvote 0

Read Answer Asked by Carla on October 18, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.12)
  • $242.12 P/E (TTM): 93.6X Cap: $314.60B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Hi gang..I think you have told us but I cant find when is SHOPs quarterly release date?

Thanks for all you do to keep us level!!

Upvote 0

Read Answer Asked by El-ann on October 18, 2017

• Stella-Jones Inc. (SJ $78.46)
  • $78.46 P/E (TTM): 13.18X Cap: $4.35B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ

Q: Are things beginning to look better with Stella Jones these days? The stock is acting better lately, thanks

Upvote 0

Read Answer Asked by Pat on October 18, 2017

• Exco Technologies Limited (XTC $6.78)
  • $6.78 P/E (TTM): 10.73X Cap: $259M
  • View XTC Profile
  • View Questions on XTC
  • View Reports on XTC

Q: Your thoughts please on XTC...it just seams to be on a downhill slide. Thx.

Upvote 0

Read Answer Asked by Penny on October 18, 2017

• Brookfield Renewable Partners L.P. (BEP.UN $41.05)
  • $41.05 Cap: $27B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: Brookfield Renewable is close to where it has previously double topped ....do you feel the share price this is getting dangerous now . I have a decent profit and could sell here or because. I don't have a full position and I could stay in and watch it continue to grow, or even add to my exposure here... I really am unsure what to do at this point. Thanks

Upvote 0

Read Answer Asked by Thomas on October 18, 2017

• NFI Group Inc. (NFI $13.73)
  • $13.73 Cap: $1.63B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI
• Premium Brands Holdings Corporation (PBH $96.35)
  • $96.35 P/E (TTM): 46.07X Cap: $4.30B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Spin Master Corp. Subordinate Voting Shares (TOY $20.52)
  • $20.52 P/E (TTM): 17.09X Cap: $2.08B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: I currently own all 3. Would you be comfortable adding to all 3 at this time? each position would be at 4%.

Thanks Valter

Upvote 0

Read Answer Asked by Valter on October 18, 2017

• NFI Group Inc. (NFI $13.73)
  • $13.73 Cap: $1.63B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: Will you be preparing a report for NFI? What rating would you likely give. Thanks.

Upvote 0

Read Answer Asked by Albert on October 18, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.12)
  • $242.12 P/E (TTM): 93.6X Cap: $314.60B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Would you start a position in Shop at$120. now or wait for the quarterly results first? Thanks

Upvote 0

Read Answer Asked by Richard on October 17, 2017

• NFI Group Inc. (NFI $13.73)
  • $13.73 Cap: $1.63B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: Hi 5i,

Would NFI's order and backlog release yesterday make you more or less optimistic about their upcoming earnings? Markets didn't seem to care.

Thanks as always.

Upvote 0

Read Answer Asked by Joe on October 17, 2017

• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
  • View TV Profile
  • View Questions on TV

Q: I would appreciate your comments on the 3rd qtr. report of TV.Any reason for its drop in price today? Is the price of zinc still strong or has it dropped?Are your still recommending this stock as a three year hold? Thanks ,as always, for your sage advice.
Dave

Upvote 0

Read Answer Asked by Dave on October 17, 2017

• Alimentation Couche-Tard Inc. (ATD $74.47)
  • $74.47 P/E (TTM): 19.46X Cap: $68.47B
  • View ATD Profile
  • View Questions on ATD

Q: I have been sitting in this stock for awhile waiting for some growth to occur which has yet to be seen. TD dropped it this morning from it action list and replaced with Magna. Is it time to sell or do you think this is a longer term growth stock?

Upvote 0

Read Answer Asked by Sarah on October 17, 2017