Investment Q&A

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Getting pummeled in my TFSA with these two dogs of late.
Hold on and hope for no more pain and don’t watch them for a couple years or accept that it was bad buys and move on

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Read Answer Asked by Brad on September 25, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Micron Technology Inc. (MU $220.10)
  • $220.10 P/E (TTM): 28.86X Cap: $245.84B
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Q: Listened to micron CEO today explain effect of tariffs on his business, micron has some production facilities in China whose products when imported to USA will be subject to new tariffs. Net effect was margin decline of .5 to 1 %. Also they are looking to move production out of China to mitigate tariff effects. Would Photon potentially get some of this this shifting of production, not only by micron but by other semi manufactures? Does photon have excess capacity to go after hew clients? Greg A.

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Read Answer Asked by Greg on September 25, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Why is Photon getting hit today?

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Read Answer Asked by fwb181 on September 25, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Would you suggest buying PHO today on weakness?

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Read Answer Asked by Sacha on September 25, 2018

• Choice Properties Real Estate Investment Trust (CHP.UN $15.05)
  • $15.05 Cap: $10.92B
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Q: Can I get your opinion / recommendation on buying Choice REIT (CHP) including comments on current management team (from CREIT) and their ability to grow it, and current metrics like debt level, price, payout ratio? Thanks - John C

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Read Answer Asked by john on September 25, 2018

• Bank of Nova Scotia (The) (BNS $91.33)
  • $91.33 P/E (TTM): 17.44X Cap: $112.58B
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• Sun Life Financial Inc. (SLF $87.19)
  • $87.19 P/E (TTM): 15.72X Cap: $48.87B
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• Fortis Inc. (FTS $71.54)
  • $71.54 P/E (TTM): 21.16X Cap: $36.23B
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• Algonquin Power & Utilities Corp. (AQN $8.00)
  • $8.00 Cap: $6.19B
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• Savaria Corporation (SIS $21.93)
  • $21.93 P/E (TTM): 28.65X Cap: $1.57B
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• goeasy Ltd. (GSY $170.60)
  • $170.60 P/E (TTM): 10.02X Cap: $2.67B
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• Exchange Income Corporation (EIF $76.99)
  • $76.99 P/E (TTM): 30.57X Cap: $3.99B
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Q: What Canadian stocks would be considered dividend growers?

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Read Answer Asked by Herbert on September 25, 2018

• Gluskin Sheff + Associates Inc. (GS $14.24)
  • $14.24 P/E (TTM): 17.0X Cap: $444M
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Q: Hello 5i
GS had a dividend of .25 a share which has now jumped to .85 a share! Is this sustainable?
Stanley

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Read Answer Asked by STANLEY on September 25, 2018

• WELL Health Technologies Corp. (WELL $5.18)
  • $5.18 Cap: $1.31B
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Q: I realize its small but can you give me any insight into the growth prospects of this company, management and insider ownership.
Thanks

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Read Answer Asked by EVAN on September 25, 2018

Q: Hello, I own shares of Brookfield Office Properties 4.60% Cumulative Redeemable rate reset Class AAA preferred shares series T. Today the price is $23.18 and reset date is Dec 31, 2018. With the 5 year BoC rate increasing to 2.3% I would have figured the price of these shares to start increasing as the reset date gets closer. The mark-up is 3.16% and original B0C rate was 1.44%. Any thoughts.....thx

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Read Answer Asked by Mike on September 25, 2018

• Badger Infrastructure Solutions Ltd. (BDGI $70.74)
  • $70.74 P/E (TTM): 30.38X Cap: $2.37B
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Q: Hello
This was recommended on BNN at $27. Do you think this is a good investment?

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Read Answer Asked by Margot on September 25, 2018

Q: Can I please get your comments on Cool Holdings (NASDAQ:AWSM).

Thank You

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Read Answer Asked by Scott on September 25, 2018

• Vanguard Information Technology ETF (VGT $788.01)
  • $788.01 P/E (TTM): 37.24X Cap: $96.90B
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Q: Facebook and Google have been moved out of this ETF and moved to the Communications Services ETF as a result of their industry reclassification. I still like the companies in the Tech ETF but Apple apparently makes up 20%. Would you move some cash from this ETF to the Vanguard Communications Services ETF? How do you handle such a change? (Amazon was moved as well). Is this one possible negative factor of ETFs in that a reclassification actually change your portfolio?

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Read Answer Asked by Greg on September 24, 2018

• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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Q: Some time ago Ryan was very bullish on ZCL composites and at the time they where $8.49 ps. As of 9/21/18 they are $7.38. Has he any reason to believe that they will recover and are they still worth consideration?

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Read Answer Asked by Dean on September 24, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: One thing you have not touched on , Is this company affected by Tariffs like Micron?

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Read Answer Asked by fwb181 on September 24, 2018

• Saputo Inc. (SAP $34.34)
  • $34.34 Cap: $14.16B
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Q: over the long term Saputo has done well, but the last two years not so much. Is it time to sell and move on or is this just uncertainty over what will happen with the NAFTA talks?

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Read Answer Asked by Dennis on September 24, 2018

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $232.86)
  • $232.86 P/E (TTM): 75.53X Cap: $11.76B
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Q: Colliers hit a high of 109.71 on July 31st and is currently sitting at 100.62. Do you have any idea which would account for the downward trend? What is your outlook for the stock?

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Read Answer Asked by John on September 24, 2018

• Gluskin Sheff + Associates Inc. (GS $14.24)
  • $14.24 P/E (TTM): 17.0X Cap: $444M
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Q: Is it time to move on this seems to be dead money over a two year period?

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Read Answer Asked by fwb181 on September 24, 2018

• Gluskin Sheff + Associates Inc. (GS $14.24)
  • $14.24 P/E (TTM): 17.0X Cap: $444M
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Q: Wirth respect to your recent answer to Greg, you did not provide your thoughts, as requested...…………...merely repeated the facts.
Would you please offer some opinions, perhaps after the conference call?

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Read Answer Asked by Douglas on September 24, 2018

Q: I have Johnson&Johnson and Gilead Sciences thus is Insulet PODD worth a good, small investment or is it to speclativeÉé

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Read Answer Asked by Herbert on September 24, 2018

• Aurora Cannabis Inc. (ACB $7.13)
  • $7.13 P/E (TTM): 146.8X Cap: $414M
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• Australis Capital Inc (AUSA)
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Q: I purchased shares of Aurora Cannabis in April of this year in my TFSA. Recently I received shares of Australis Capital Inc. I was told that the new company is a subsidery of ACB. Can you provide any insights as to why this happened and should I sell the new shares or hold on to them?

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Read Answer Asked by Ken on September 24, 2018