Investment Q&A

• North Shore Uranium Ltd. (NSU)
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Q: Good afternoon, as a follow up question on metrics this one for mining. Looking at comp tables from Royal if I understand correctly. First they determine the net asset value of the company on forward commodity curves and from this you get the discount to NAV. On a p/e and p/cfps it is more expensive but is cheaper on ev/ebitda with a discount to nav of 37.8%. -21% debt and div of .16$ US now. Sounds like an option to reduce exposure to utilities while collecting a nice dividend.
Am I missing something ?
Thanks

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Read Answer Asked by Denis on February 13, 2017

• Intact Financial Corporation (IFC)
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Q: Good morning. Question is your current thoughts about Intact. Last time you posted something was in 2015 at least publically. Wondering what you think and if this has any potential for say one year, three year and five year out? Thank you.

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Read Answer Asked by Lazzaro on February 13, 2017

• Superior Plus Corp. (SPB)
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Q: Your opinion on the deal with Gibson.Will it dilute shareholder value?

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Read Answer Asked by Kim on February 13, 2017

• Cascadia Minerals Ltd. (CAM)
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Q: Thoughts on this company as a value investment for a long term hold. What do you feel are it's future prospects.

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Read Answer Asked by Rob on February 13, 2017

• Spectra7 Microsystems Inc. (SEV)
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Q: Hi Peter, Ryan, and 5i Team Members
Would you please update your opinion on the current value and future prospects of Spectra 7 Microsystems in light of the year end report and recent news.
Thank you

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Read Answer Asked by Conrad L on February 13, 2017

• Sierra Wireless Inc. (SW)
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Q: I own sierra wireless and I guess earnings look good. Stock is up nicely over $5.00 today. I want to add but wonder about forward earnings. They seem to be getting some traction sort of like nvda in the automobile space. Thanks.

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Read Answer Asked by Helen on February 13, 2017

• Air Lease Corporation Class A (AL)
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Q: Hi Peter and Ryan,

Can I please get your valued opinion of Air Lease Corp. Thanks Dave

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Read Answer Asked by David on February 13, 2017

• Cue Health Inc. (HLTH)
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Q: What are your thoughts on company at this time

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Read Answer Asked by Todd on February 13, 2017

Q: Your thoughts on this company
Thank you

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Read Answer Asked by Peter on February 13, 2017

• Fortinet Inc. (FTNT)
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Q: What is your opinion of Fortinet as it relates to its peers? Would you recommend HACK over an individual player in this space.
Thanks, Mark

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Read Answer Asked by Mark on February 13, 2017

• Manulife Financial Corporation (MFC)
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Q: Is this a good entry point for MFC? Tx

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Read Answer Asked by hugh on February 13, 2017

• ServiceNow Inc. (NOW)
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Q: Could you please give me your opinion of the future growth of Servicenow (NOW), and whether you think it is a good hold. Is a drop of an expected growth rate from 150% to 50% a real concern?

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Read Answer Asked by Mark on February 13, 2017

Q: I just read that a Brazilian federal court suspended the sale of the Brasileiro SA's pipeline. How mighr this affect BAM?
Thanks

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Read Answer Asked by Nancy on February 13, 2017

• NVIDIA Corporation (NVDA)
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• Seagate Technology Holdings PLC (STX)
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Q: Would you switch from NVDA to STX here?

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Read Answer Asked by John on February 13, 2017

• CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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• Constellation Software Inc. (CSU)
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• Knight Therapeutics Inc. (GUD)
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Q: For a TFSA. any one of these preferable

Choosing only GUD a sound choice, if one wanted maximum result

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Read Answer Asked by Serge on February 13, 2017

• iShares S&P/TSX Global Gold Index ETF (XGD)
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Q: What are your thoughts on gold as a hedge for inflation and rising rates? If favourable, what would be the best way to play it -- gold company stock, gold ETF or physical gold? Any suggestions on gold ETF's or stocks that look good to buy currently?

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Read Answer Asked by Tony on February 13, 2017

• Dell Technologies Inc. Class V (DVMT)
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Q: There was an article in the Globe & Mail today about Dell Technologies' merger with EMC Corp. They call it the biggest tech deal in history. Do you view this as a good time to hit Dell? What are your thoughts?

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Read Answer Asked by Grant on February 13, 2017

• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
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• BMO Equal Weight US Banks Index ETF (ZBK)
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• Dynamic Active U.S. Dividend ETF (DXU)
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Q: DXU is a new ETF and would appreciate your thoughts on it. Is this a good time to purchase or would it be best to do a "wait and see"? I currently hold ZUB and am wondering if it should be switched to an ETF that is not hedged. Which bank ETF would you consider for the unhedged or would you go with a single US bank. Thanks for your advice.

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Read Answer Asked by diane joan on February 13, 2017

• Morneau Shepell Inc. (MSI)
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Q: Hello,

A guest of BNN market call recently mentioned MSI which was one of his previous picks and did well for him. Could you please elaborate this company? will you be comfortable to buy at this level? what will be the key risks? Thanks.

Lin

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Read Answer Asked by Lin on February 13, 2017

• Aegis Brands Inc Com (SCU)
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Q: Second Cup is now just a pale comparison of itself. Do you think there is a chance of a turnaround here?

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Read Answer Asked by Francois on February 13, 2017