Investment Q&A

• StorageVault Canada Inc. (SVI $4.48)
  • $4.48 Cap: $1.63B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $101.59)
  • $101.59 P/E (TTM): 12.94X Cap: $21.75B
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• Stella-Jones Inc. (SJ $84.19)
  • $84.19 P/E (TTM): 14.13X Cap: $4.68B
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Q: Hi Peter/Ryan,
What do you think about Stella Jones and CGI group as stocks for long term and having maximum weight of 5% each? I have also noticed companies that have simple and understandable businesses (easy to understand products) can do quite well and do not seem to be attached by short sellers. For example, Boyd Income and CCL Industries, Richards Packaging, etc As a result, i was thinking of initiating a position in Storage Vault for a 3-5 year hold at current price of 2.70. Please comment on whether it is a good time and if i should start with 2% position as opposed to 3 or 4. Thank you

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Read Answer Asked by umedali on June 09, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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• Kinaxis Inc. (KXS $141.45)
  • $141.45 P/E (TTM): 40.22X Cap: $3.87B
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• Open Text Corporation (OTEX $30.70)
  • $30.70 P/E (TTM): 12.47X Cap: $7.62B
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• Intrinsyc Technologies Corporation (ITC $1.75)
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Q: In my daughter TFSA she currently own Photon and this is the tech stock she owned.From both the balanced and growth portfolio which would be your next 2 tech stock recommendations.
Thanks

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Read Answer Asked on June 09, 2017

• Alterra Power Corp. (AXY $7.74)
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Q: hey ryan.. How about a buy hold or sell. Thanx Cliff

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Read Answer Asked by cliff on June 08, 2017

• Cobalt 27 Capital Corp. (KBLT $4.40)
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Q: What do you think of the upcoming IPO of Cobalt 27 Capital Corp.? It has been offered for subscription on the Scotia iTrade site for several days now (normally good IPOs only last an hour or so on the site before being oversubscribed).

Thanks!

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Read Answer Asked by Gregory on June 08, 2017

• Park Lawn Corporation (PLC $26.48)
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Q: Hi there I am an existing shareholder and wondering your thoughts on Park Lawns new acquisition. Would you add to a position here to bring it up to 4%.

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Read Answer Asked by Stuart on June 08, 2017

• Mosaic Capital Corporation (M $5.50)
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Q: Is this company investible for a 5 year hold. Thank you

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Read Answer Asked by michael on June 08, 2017

• Great Plains Metals Corp. (GPS $0.15)
  • $0.15 Cap: $13M
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Q: Hi Peter.
Good Show, as always.
Can you please advise regarding GPS and ITC. With recent price is it good entry point.
Also, when we expect to post portfolio monthly reports.
Thanks

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Read Answer Asked by RUPINDER on June 08, 2017

• Supremex Inc. (SXP $3.78)
  • $3.78 Cap: $90M
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Q: I am sitting on a 125% gain on this company.It has dropped from the high, and does not appear to be doing much, only going sideways.Do you think that it is time to move on? It does pay a nice dividend - 5%.

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Read Answer Asked by ANDREW on June 08, 2017

• High Arctic Energy Services Inc. (HWO $0.94)
  • $0.94 Cap: $11M
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• Profound Medical Corp. (PRN $8.90)
  • $8.90 Cap: $257M
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• Grande West Transportation Group Inc. (BUS)
  • P/E (TTM): -30.3X Cap: $70M
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• Memex Inc. (OEE)
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Q: Can you give me your thoughts on the above
Thnks, Terry

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Read Answer Asked by TERRY on June 08, 2017

• Sangoma Technologies Corporation (STC $5.29)
  • $5.29 Cap: $175M
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Q: I see that Beacon Securities launched research coverage on Sangoma Technologies today with a $1.50 target and the trading volume jumped. Is attracting their first analyst a significant step to bring more attention to Sangoma.

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Read Answer Asked by Charles on June 08, 2017

• CRH Medical Corporation (CRH $4.99)
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• Grande West Transportation Group Inc. (BUS)
  • P/E (TTM): -30.3X Cap: $70M
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Q: BUS and CRH down a bit in last couple of weeks. Do you feel positivity is coming up?

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Read Answer Asked by Barry on June 08, 2017

• Goodfood Market Corp. (FOOD $0.21)
  • $0.21 Cap: $19M
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Q: Hi Peter and team, what do you think of Goodfood Market Corp. (Food)? Just listed on the TSX today. Regards, Gervais

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Read Answer Asked by Gervais on June 08, 2017

• US Cobalt Inc. (USCO $1.02)
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Q: Could you please give me your opinions on USCO US Cobalt (formerly Scientific Metals Corp) on the venture exchange? Thank you

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Read Answer Asked by Douglas on June 07, 2017

• SDX Energy Plc - Ordinary Shares (SDX $0.37)
  • $0.37 P/E (TTM): 0.07X
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Q: Hello Peter et al:

What is your opinion of SDX? It has some interesting potential in Egypt and Morocco. Natural Gas prices in Morocco is about $9 per Mscf. That is close to 4 times the price in North America. It is a small cap play so it is risky. I have a small position in it.

Regards,

Brendan

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Read Answer Asked by Brendan on June 06, 2017

• Protech Home Medical Corp. (PTQ)
  • P/E (TTM): -32.3X Cap: $232M
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Q: hi 51 would you please give me your thoughts on phm can it come back

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Read Answer Asked by earl on June 06, 2017

Q: any idea on spn should I just take my loss thanks 51

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Read Answer Asked by earl on June 06, 2017

• FLYHT Aerospace Solutions Ltd. (FLY)
  • Cap: $13M
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Q: Announcement today about CFO leaving the company and it looks to be effective immediately without further information.
Is this a red flag I should be concerned with?
Thanks
John

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Read Answer Asked by John on June 06, 2017

• PyroGenesis Inc. (PYR $0.44)
  • $0.44 Cap: $87M
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• Pioneering Technology Corp. (PTE $0.01)
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Q: Hi 5i Team

Could you please comment on the earnings that were released the middle of last week for both Pioneering Technology and PyroGenesis Canada.

Thanks as always for your outstanding work.

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Read Answer Asked by karl on June 05, 2017

• Diversified Royalty Corp. (DIV $4.36)
  • $4.36 P/E (TTM): 20.76X Cap: $745M
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Q: I'm interested in dipping a toe into DIV. Can I have your thoughts on it for dividend income and possible growth. Thanks, Ted

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Read Answer Asked by Edward on June 05, 2017

• Cymbria Corporation (CYB $90.05)
  • $90.05 P/E (TTM): 6.71X Cap: $1.96B
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Q: Hello

I own some CYB ($48). It has same holdings as Edgepoint Global, along with 15.8% stake in Edgepoint itself. CYB website shows NAV at 41.13 but it is trading at $48. I am tempted to sell and buy back when this gap narrows. Also own good chunk of Edgepoint Global. Would appreciate your thoughts.

Thanks, Greg

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Read Answer Asked by Greg on June 05, 2017