Investment Q&A

• Cenovus Energy Inc. (CVE)
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Q: Hi folks, opinion on Q results for Cve,looks like beat but stock not doing much,would you rate buy,sell or hold, thanks as always, jb

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Read Answer Asked by John on February 15, 2018

Q: goodday.. do you have an opinion on what a 10 cent increase in the gas tax in the usa would have on the stock market thanx in advance cliff

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Read Answer Asked by cliff on February 15, 2018

• BOFI Holding Inc. (BOFI)
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Q: Is there still a large short position on BOFI? Can you provide your opinion of this company?

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Read Answer Asked by Todd on February 15, 2018

• Canadian Real Estate Investment Trust (REF.UN)
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Q: So would you sell the entire holdings of REF or keep the units of CHP? This transaction (if I sell the entire holding) will reduce my exposure to REITS in my portfolio by 50% to a little over 2%. Would you beef that up a bit and if so, what REIT would you pick up (other than HR)?

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Read Answer Asked by Greg on February 15, 2018

• Birchcliff Energy Ltd. (BIR)
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Q: Could i get your comments on BIR earnings please??

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Read Answer Asked by Donald on February 15, 2018

• Constellation Software Inc. (CSU)
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Q: I would appreciate your comments on CSU's quarterly results.

Thank you, Peter

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Read Answer Asked by Peter on February 15, 2018

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: comments on earnings please

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Read Answer Asked on February 15, 2018

• Fortis Inc. (FTS)
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Q: Can I please have your comments on Fortis recently announced earnings. Thank You.

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Read Answer Asked by Brian on February 15, 2018

• Capstone Copper Corp. (CS)
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Q: Greetings,
What do you think of sale of their Minto mine? I’ve owned this stock for a long time and thinking this might be about the right time to exit. Or, could this sale mean they are preparing for some possibly value enhancing acquisition?

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Read Answer Asked by Gerald on February 15, 2018

• Home Capital Group Inc. (HCG)
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Q: Hello,
Could you please comments on HCG earning and outlook. Is it a hold or buy?
Thanks
Victor

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Read Answer Asked by Victor on February 15, 2018

• Agnico Eagle Mines Limited (AEM)
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Q: Could you help explain some of the factors that appeared to negatively impact earnings. ...derivatives, etc. They mentioned that there were also stock options that were not included in the calculations. Is this usual? Thank you kindly for your insight into the results for the last quarter and for 2017.

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Read Answer Asked by Joanne on February 15, 2018

• Miscellaneous (MISC)
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Q: What are the key metrics/parameters of a corporations earnings that one should be looking at and what parameters provide guidance on future performance of the corporation.

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Read Answer Asked by Vinod on February 15, 2018

• Verisk Analytics Inc. (VRSK)
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Q: What are your thoughts about this company? Seems like a fair bit of insider buying lately..

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Read Answer Asked by Shyam on February 15, 2018

• Truist Financial (BBT)
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• Comerica Incorporated (CMA)
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• Regions Financial Corporation (RF)
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Q: Could you please name a couple US regional banks you might recommend. I already own Comerica and can you give your opinion on CMA. Thanks.

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Read Answer Asked by Bruce on February 15, 2018

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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• Vanguard S&P 500 Index ETF (VFV)
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• Vanguard Dividend Appreciation FTF (VIG)
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• S&P 500 ETF TRUST ETF (SPY)
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• INVESCO QQQ Trust (QQQ)
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• Vanguard Total International Stock (VXUS)
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• iShares International Select Dividend ETF (IDV)
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• ROBO Global Robotics and Automation Index ETF (ROBO)
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Q: Good morning.... we are 15 years away before we may need to access our RRSP..
We sold all enegy (although would be okay with one "best of class" or ETF)..
I have a solid mix of similar weightings (BCE,BEP.UN,BNS,PBH,ATD.B,FSZ,SJ,GUD SIS). I would like fixed income/US/International exposure...I will be adding XHY..
I am looking for suggestions for either a few ETF you recommend for US/International exposure...keeping in mind we would not need to withdraw for at least 15 years..and if you think should have a minimum of 5% in energy or alternate AI ETF...

Thanks
Matt

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Read Answer Asked by Matthew on February 15, 2018

• Canadian Natural Resources Limited (CNQ)
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• Veren Inc. (VRN)
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• Vermilion Energy Inc. (VET)
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Q: Can you suggest 2 or three names in the oil space that are particularly leveraged to the price of oil and preferably optionable?

Thank-you.

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Read Answer Asked by Alex on February 15, 2018

• Miscellaneous (MISC)
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Q: In general, do you think it is a good time to convert REITS & Energy mid-stream players to something like XTR or perhaps CPD? I hold HR.UN, AX.UN, RUF.UN, GEI, CHE.UN and KEY as candidates for the switch. I consider these as all fixed income proxy plays and am down in all instances roughly 15-20%. My bigger question would be: Do I have a better chance of capital recovery just holding them or making the switch knowing that XTR or CPD are certainly not big cap growth opportunities. Thanks in advance for your response.

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Read Answer Asked by Carl on February 15, 2018

• Sangoma Technologies Corporation (STC)
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Q: I noticed that Sangoma Technologies Q2 results came in quite a bit higher than both analyst estimates. Would you expect target upgrades forthcoming and therefore a positive impact on the stock price?

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Read Answer Asked by Charles on February 15, 2018

• FLIR Systems Inc. (FLIR)
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Q: Hi Peter and Ryan,
What do you think about the quarter earning and the guidance? Do you think the growth is still intact?
Thank you for your help.

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Read Answer Asked by Pui on February 15, 2018

• Sun Life Financial Inc. (SLF)
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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• WSP Global Inc. (WSP)
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• Stella-Jones Inc. (SJ)
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• Open Text Corporation (OTEX)
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Q: I plan on buying a half position in each of the companies in question (WSP, OTEX, SLF, CCL.B & SJ) Could you tell if they should be in my taxable account or TFSA?
Thank You, Jim

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Read Answer Asked by William James (Jim) on February 15, 2018