Investment Q&A

• BRP Inc. Subordinate Voting Shares (DOO $66.41)
  • $66.41 Cap: $4.91B
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• Spin Master Corp. Subordinate Voting Shares (TOY $24.48)
  • $24.48 Fwd P/E: 17.27X Cap: $2.50B
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Q: Perhaps you can help solve a small dilemna in our family. My wife believes I should invest in spinmaster and I believe Brp would be better. This is for a TFSA
Which one do you prefer for a long term hold
Please deduct 2 questions one for your answer the other for counselling
Marcel

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Read Answer Asked by Marcel on February 14, 2018

• Xilinx Inc. (XLNX)
  • Fwd P/E: 51.66X Cap: $48.41B
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Q: What are your thoughts on Xilinx. Is at a buy at this time and would you prefer any other stocks you like better in this sector. Thanks for your analysis.

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Read Answer Asked by Ian on February 14, 2018

• Canopy Growth Corporation (WEED $1.50)
  • $1.50 Cap: $172M
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• Aphria Inc. (APHA $16.55)
  • $16.55 Cap: $12.08B
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• Global X Marijuana Life Sciences Index ETF (HMMJ $7.02)
  • $7.02 Fwd P/E: 16.7X Cap: $59M
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Q: The Medical Marijauna space is still in it's infancy....what are you looking at to give it an investment profile to follow in 2018? thank you Van Campbell

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Read Answer Asked by Van on February 14, 2018

• Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U $19.70)
  • $19.70 Fwd P/E: 67.03X Cap: $2.62B
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• BMO MSCI India Selection Equity Index ETF (ZID $50.87)
  • $50.87 Fwd P/E: 0.01X Cap: $165M
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• iShares India Index ETF (XID $55.85)
  • $55.85 Fwd P/E: 1.71X Cap: $115M
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• SPDR EURO Stoxx 50 ETF (FEZ $59.29)
  • $59.29 Fwd P/E: 13.29X Cap: $4.84B
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Q: Hi Peter et al:
I am looking to invest some money in India. The two etf's that I was able to find are xid and zid. I am looking for mid to large cap value,however BMO states that zid is growth oriented and high risk. I am a subscriber to your etf branch but I couldn't find what I needed there. Also what would you recommend for etf exposure to Europe and the Euro, which I believe will appreciate relative to the cad.
Thanks,
BEN.

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Read Answer Asked by BEN on February 14, 2018

• Nemaska Lithium Inc. (NMX $0.17)
  • $0.17 Cap: $139M
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• Lithium Americas Corp. (LAC $3.92)
  • $3.92 Cap: $857M
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• Sociedad Quimica y Minera S.A. (SQM $36.50)
  • $36.50 Fwd P/E: 15.8X Cap: $10.83B
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Q: Good morning do you believe their is much growth left in the electric car battery space in particular lithium,cobalt ,or graphite and if so what company(s) do you like if any and why thanks a lot for your great service

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Read Answer Asked by Greg on February 14, 2018

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 Fwd P/E: 17.7X Cap: $538M
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• Boston Pizza Royalties Income Fund (BPF.UN $20.00)
  • $20.00 Fwd P/E: 21.71X Cap: $490M
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• Keg Royalties Income Fund (The) (KEG.UN $18.69)
  • $18.69 Fwd P/E: 169.82X Cap: $212M
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Q: You answered a similar question about 6 weeks ago but with the market sell-off I am wondering if the restaurant royalties are decent buys now. Can you rank A&W, Boston Pizza, and the Keg. Thanks.

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Read Answer Asked by Jim on February 13, 2018

• Valener Inc. (VNR $25.99)
  • $25.99 Fwd P/E: 17.7X Cap: $1.02B
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Q: Has VNR sold off more than you feel the q release would warrant? I mean if you exclude the one time us tax hit then the q looks pretty good... true?

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Read Answer Asked by Harry on February 13, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: What kinds of companies are likely to do well in an environment marked by rising rates and inflation? I’d like to make sure my investments keep growing. If you could offer a few names in Canada and the USA, that would be much appreciated. Thanks.

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Read Answer Asked by Brian on February 13, 2018

• Restaurant Brands International Inc. (QSR $91.84)
  • $91.84 Fwd P/E: 22.81X Cap: $41.90B
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Q: Hi team,
Could I please have your thoughts on the latest quarter and the company overall at the current price?

Thanks

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Read Answer Asked by Keith on February 13, 2018

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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• D-Box Technologies Inc. Class A Common Shares (DBO $0.29)
  • $0.29 Fwd P/E: 28.5X Cap: $61M
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Q: I would appreciate your comments on DBO & DHX.B which reported recently. Both appeared to do well . Should I get rid of them or hold on for a turn around based on their recent reports? Thanks as always for your great service.
Dave

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Read Answer Asked by Dave on February 13, 2018

• Avigilon Corporation (AVO $26.98)
  • $26.98 Fwd P/E: 12.75X Cap: $18.38B
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Q: With the CEO stepping down and the sale of the Co. I feel I have been snookered. Having waited these 2 years for the turn around to higher sales I thought I finally had a multi year horizon for growth. Between the CEO leaving and the sale is it even advisable to say no to the BO offer? I could only imagine a steep sell off with CEO gone and a successful No. Would like to hear your opinion.

TIA

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Read Answer Asked by Gerald on February 13, 2018

• Morguard Corporation (MRC $119.70)
  • $119.70 Fwd P/E: 6.91X Cap: $1.30B
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Q: Big drop in the stock today but i have seen nothing that would account for this. Have i missed something here. Seems like a pretty big drop for no news. Your thoughts?

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Read Answer Asked by kelly on February 13, 2018

• Covalon Technologies Ltd. (COV $2.63)
  • $2.63 Fwd P/E: 19.64X Cap: $75M
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Q: Mr Market is very unhappy about COV. Down about 40% from a week ago. Why is he so unhappy with the results/conf call/ whatever?

Sheldon

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Read Answer Asked by Sheldon on February 13, 2018

• Covalon Technologies Ltd. (COV $2.63)
  • $2.63 Fwd P/E: 19.64X Cap: $75M
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Q: Comments please on the second day of sizeable losses for COV. Hoping to avoid a similar experience I had with a prolonged downward trajectory with CRH. What are your suggestions?
Thank you

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Read Answer Asked by Marty on February 13, 2018

• Covalon Technologies Ltd. (COV $2.63)
  • $2.63 Fwd P/E: 19.64X Cap: $75M
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Q: in your opinion is this sell off in covalon overdone or is it justified.dave

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Read Answer Asked by david on February 13, 2018

• Fortis Inc. (FTS $64.53)
  • $64.53 Fwd P/E: 19.53X Cap: $32.42B
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• Emera Incorporated (EMA $62.46)
  • $62.46 Fwd P/E: 21.21X Cap: $18.63B
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Q: Hi Peter any preference between this two co. Are dividends safe.?thanks. Alnoor

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Read Answer Asked by Alnoor on February 13, 2018

• Pipestone Energy Corp. (BBI)
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Q: What do you think of the drilling results announced today?
It was one of your tips last fall as a tax loss selling watch list stock.
Is it a buy today?
Thanks Peter

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Read Answer Asked by Peter on February 13, 2018

• Savaria Corporation (SIS $19.43)
  • $19.43 Fwd P/E: 28.35X Cap: $1.39B
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Q: Please comment on the impact of Amazon's latest ambition : to be a major hospital supplier on Savaria corp. Savaria stock price has dropped this morning.
Thanks

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Read Answer Asked by Lai Kuen on February 13, 2018

• Bank of Nova Scotia (The) (BNS $74.84)
  • $74.84 Fwd P/E: 15.68X Cap: $93.15B
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Q: Can I have your view on the recent purchase of Jarislowsky Fraser Ltd by BNS. It doesn't seem to have affected the BNS stock price very much so wandering if this is going to be a good deal or not? Thanks.

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Read Answer Asked by Jacques on February 13, 2018

• Covalon Technologies Ltd. (COV $2.63)
  • $2.63 Fwd P/E: 19.64X Cap: $75M
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Q: could you please give me an update on the conference call with covalon, both the positive and negative.
thanks dave

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Read Answer Asked by david on February 13, 2018