Investment Q&A

• Element Fleet Management Corp. (EFN $35.85)
  • $35.85 P/E (TTM): 24.37X Cap: $14.33B
  • View EFN Profile
  • View Questions on EFN
  • View Reports on EFN
• ECN Capital Corp. (ECN $3.03)
  • $3.03 P/E (TTM): 110.02X Cap: $853M
  • View ECN Profile
  • View Questions on ECN

Q: Hello,

We have these two companies in my child RESP from the split last year. Which one do you has the potential for better growth over the next 3 to 5 years?
Would you advise selling one and use the proceeds to buy the other? If yes, which one would you keep and why?

Thank you for the usual awesome service.

BK

Upvote 0

Read Answer Asked by Bekaye on March 27, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.90)
  • $229.90 P/E (TTM): 142.92X Cap: $299.16B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: I would love to see a 5i indepth report on SHOPify to fully understand different aspects. This company seems to be growing great guns. It is now over 8% of my portfolio and I am tempted to let it run. My rationale being that this is a company which is doing e-business for thousands of other companies in different sectors. In that sense it is a well diversified entity in itself (or so I convince myself). What are your thoughts?

Upvote 0

Read Answer Asked by Shyam on March 27, 2017

• Currency Exchange International Corp. (CXI $22.62)
  • $22.62 P/E (TTM): 14.88X Cap: $139M
  • View CXI Profile
  • View Questions on CXI
  • View Reports on CXI

Q: Bill was asking about CXI. Technically, something to note is that on the weekly chart, the price is above its rising long-term moving average (200 weeks moving average). Also notice that in January 2016, the price also tested this moving average and 8 months later, was up 50%. If draw-down worries you, you could consider buying half your positions closer to the long-term trend-line. Hope that helps.

Upvote 0

Read Answer Asked by Matt on March 27, 2017

• Currency Exchange International Corp. (CXI $22.62)
  • $22.62 P/E (TTM): 14.88X Cap: $139M
  • View CXI Profile
  • View Questions on CXI
  • View Reports on CXI

Q: CXI has hit a 52 week low.What factors are causing this?What would you do with this stock? Thank you. Anne

Upvote 0

Read Answer Asked by Anne on March 27, 2017

• Currency Exchange International Corp. (CXI $22.62)
  • $22.62 P/E (TTM): 14.88X Cap: $139M
  • View CXI Profile
  • View Questions on CXI
  • View Reports on CXI

Q: I'm sure you have questions about what's up with CXI. Any thoughts? Would you buy more today?

Upvote 0

Read Answer Asked by Gregory on March 24, 2017

• Currency Exchange International Corp. (CXI $22.62)
  • $22.62 P/E (TTM): 14.88X Cap: $139M
  • View CXI Profile
  • View Questions on CXI
  • View Reports on CXI

Q: CXI has been continuely drifting lower even after received its long awaited schedule one bank license. Please give reasons for the poor stock performance and recommend buy/sell/hold for a 2 years holder at $35.30 average cost (3% of my portfolio holding). Thank you.
Bill.

Upvote 0

Read Answer Asked by Bill on March 24, 2017

• Methanex Corporation (MX $53.60)
  • $53.60 P/E (TTM): 13.18X Cap: $4.14B
  • View MX Profile
  • View Questions on MX

Q: Scotia Mcleod posted this Methanex (MX) – Shareholder M&G Investment Management, which has a 19.5% stake in MX, changed its shareholder
status to 13D from 13G (passive). Per FactSet StreetAccount, M&G believes MX’s excess cash flow should be solely directed
toward share buybacks until the share price appreciates beyond the replacement cost of MX’s assets. Further, M&G has
become repeatedly frustrated with the market valuation of the company, which M&G believes does not reflect MX’s intrinsic
value.

Upvote 0

Read Answer Asked by andrew on March 24, 2017

• Liminal BioSciences Inc. (LMNL)
  • View LMNL Profile
  • View Questions on LMNL

Q: I would appreciate your comments about the press release issued today by PLI concerning a new financing agreement. It looks to me like a sensible and encouraging development. Thank you, Peter

Upvote 0

Read Answer Asked by Peter on March 24, 2017

• Sylogist Ltd. (SYZ $5.80)
  • $5.80 Cap: $135M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ

Q: I am following balanced equity portfolio over the last 2 months. Have bought all equities except CXI CSU NFI PKI SJ SYZ SJ Telus TOY WSP also added GUD and SHOP(took a shot and chose over CSU)can add 2 or 3 in non registered which would you recommend? Thanks as always for your great advice. T steve

Upvote 0

Read Answer Asked by Stephen on March 24, 2017

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.09)
  • $6.09 P/E (TTM): 23.96X Cap: $640M
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ

Q: I always thought a company's Earnings per share should be higher or at least cover the their Dividend per share. However, FSZ's EPS appears to be around $0.35 and the DPS is now $0.68. What gives?

Upvote 0

Read Answer Asked by LARRY on March 23, 2017

• Alimentation Couche-Tard Inc. (ATD $74.25)
  • $74.25 P/E (TTM): 19.22X Cap: $68.73B
  • View ATD Profile
  • View Questions on ATD

Q: I find it difficult to understand I5s and Motely Fool Canada favorable views on Couche Tard. With more fuel efficient and battery powered vehicles, the demand for fuel should be reduced over the long term. Fuel sales is about 40 % of Couche Tard's revenue. Why are you enthusiastic about the stock? What am I missing?

Upvote 0

Read Answer Asked by George on March 23, 2017

• Methanex Corporation (MX $53.60)
  • $53.60 P/E (TTM): 13.18X Cap: $4.14B
  • View MX Profile
  • View Questions on MX
• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI
• Altus Group Limited (AIF $55.28)
  • $55.28 P/E (TTM): 6.41X Cap: $2.38B
  • View AIF Profile
  • View Questions on AIF
  • View Reports on AIF

Q: Hi,
I purchased a half position in these companies and all are down 6-11% would you be confortable adding the other half now or should I continue to wait?
Thanks
Luke

Upvote 0

Read Answer Asked by luke on March 23, 2017

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.09)
  • $6.09 P/E (TTM): 23.96X Cap: $640M
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ

Q: Hello team, Would you pls. comment on FSZ 4Q results?
Thank you

Upvote 0

Read Answer Asked by Silvia on March 23, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Please name which stocks out of Balanced Equity Portfolio deserve a place in taxable Investment account. Thanks for your service.

Upvote 0

Read Answer Asked by KULDIP on March 23, 2017

• Kinaxis Inc. (KXS $177.21)
  • $177.21 P/E (TTM): 105.39X Cap: $4.97B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: I have a question about Kinaxis Inc. There has been significant insider selling lately. Does insider selling signal lack of confidence in additional near-term growth?

Upvote 0

Read Answer Asked by Paul on March 23, 2017

• High Arctic Energy Services Inc. (HWO $0.86)
  • $0.86 Cap: $10M
  • View HWO Profile
  • View Questions on HWO

Q: Hi Peter and Staff
For someone trying to build their portfolio to yours, are you still comfortable adding a small position in HWO?

Upvote 0

Read Answer Asked by Dennis on March 23, 2017

• Savaria Corporation (SIS $22.25)
  • $22.25 P/E (TTM): 25.31X Cap: $1.59B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• Exco Technologies Limited (XTC $6.64)
  • $6.64 P/E (TTM): 10.64X Cap: $255M
  • View XTC Profile
  • View Questions on XTC
  • View Reports on XTC

Q: Hi Peter and gang,

Please advise as to which one of these 2 companies represents a better buy; XTC (P/E ratio of 10X) or SIS (P/E ratio of over 30X) ?

Cheers,

Upvote 0

Read Answer Asked by Harry on March 23, 2017

• ECN Capital Corp. (ECN $3.03)
  • $3.03 P/E (TTM): 110.02X Cap: $853M
  • View ECN Profile
  • View Questions on ECN

Q: You've mentioned a few times in responses to others that ECN is "cheap". By what metrics is it cheap?

What is the % insider ownership?

Thx

Upvote 0

Read Answer Asked by Cameron on March 23, 2017

• NFI Group Inc. (NFI $15.50)
  • $15.50 Cap: $1.84B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: Please comment on New Flyers latest quarter and your view going forward. Thank you

Upvote 0

Read Answer Asked by Marty on March 23, 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
• Savaria Corporation (SIS $22.25)
  • $22.25 P/E (TTM): 25.31X Cap: $1.59B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
  • View ITC Profile
  • View Questions on ITC
• ECN Capital Corp. (ECN $3.03)
  • $3.03 P/E (TTM): 110.02X Cap: $853M
  • View ECN Profile
  • View Questions on ECN

Q: Please rank the following stocks in order of preference focusing on value/growth with 3-5 year time frame?
Itc
Sis
Pho
Ecn

Upvote 0

Read Answer Asked by Gary on March 22, 2017