Investment Q&A

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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• Magna International Inc. (MG $77.97)
  • $77.97 P/E (TTM): 15.06X Cap: $22.06B
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• goeasy Ltd. (GSY $134.25)
  • $134.25 P/E (TTM): 9.65X Cap: $2.19B
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• Exco Technologies Limited (XTC $6.80)
  • $6.80 P/E (TTM): 10.62X Cap: $258M
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Q: Do you see any compelling investment opportunities where the current share price clearly doesn't reflect the strength of the business?

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Read Answer Asked by JR on May 11, 2017

• Miscellaneous (MISC)
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Q: Could you please state your latest sector allocations? Thanks to your recommendations,my tech.allocation has grown to 28% of my portfolio.

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Read Answer Asked by Allen on May 11, 2017

• NVIDIA Corporation (NVDA $189.96)
  • $189.96 P/E (TTM): 46.68X Cap: $4.54T
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Q: So I sold my nvda under $100 because there was so much talk of it being overvalued. Now it is flying like a rocket. Debating if I should get back in. Is the rocket flying of nvda justified or it will come crashing down just as fast?

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Read Answer Asked by Helen on May 11, 2017

• Great-West Lifeco Inc. (GWO $67.86)
  • $67.86 P/E (TTM): 15.39X Cap: $62.89B
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Q: What does it mean when it states that GWO may redeem IN WHOLE OR PART their new issue of series T preferreds in 2022?

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Read Answer Asked by steve on May 11, 2017

• Concordia Healthcare (CXR)
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Q: Hi 5i - can I get your comments on CXR's results? Anything to like here? Thanks, Neil

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Read Answer Asked by Neil on May 11, 2017

• Aimia Inc. (AIM $2.79)
  • $2.79 Cap: $254M
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Q: With the recent news, I am assuming the dividend will be dropped, would you recommend a wait and see or sell while we can still get out?
Thank you

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Read Answer Asked by Ozzie on May 11, 2017

• Aimia Inc. (AIM $2.79)
  • $2.79 Cap: $254M
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Q: What is going on with AIM? Is it a good buy? How much of their revenue comes from their Air Canada partnership? What I am reading is they have $2.75/share in cash, does this make it a good buy on sale today with the price in the $3-4 range this morning?

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Read Answer Asked by Marco on May 11, 2017

• Bank of America Corporation (BAC $55.97)
  • $55.97 P/E (TTM): 15.54X Cap: $418.06B
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• Wells Fargo & Company (WFC $94.22)
  • $94.22 P/E (TTM): 15.88X Cap: $302.57B
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• Toronto-Dominion Bank (The) (TD $130.01)
  • $130.01 P/E (TTM): 11.31X Cap: $223.18B
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Q: I am concerned about my allocations to the banking sector. TD accounts for 16% of my portfolio and BAC/WFC combination 7%. All shares were purchased during the financial crisis and I have done extremely well with that move. With TD's US exposure I could pare BAC/WFC or reduce TD or continue to hold them? All shares are in RIFs. I am a conservative investor. Dividend income is good.

Thanks for your advice,

Docsinc

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Read Answer Asked by Tom on May 11, 2017

• Kelt Exploration Ltd. (KEL $7.27)
  • $7.27 P/E (TTM): 26.79X Cap: $1.45B
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Q: I have a question about 1069
Could I get your opinion on Kelt.

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Read Answer Asked by William on May 11, 2017

• Semafo Inc. (SMF $4.77)
  • $4.77 P/E (TTM): 25.13X Cap: $1.59B
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Q: Could you please give an updated opinion on SMF. Thanks.

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Read Answer Asked by Jean-Bernard on May 11, 2017

• NAPEC Inc. (NPC $1.94)
  • $1.94 P/E (TTM): 97.0X
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Q: Would appreciate your views on the latest results from Napec. Nice to see them swing back to a profit and they also had a significant increase in their backlog. The market seems to agree and the stock is being rewarded.

Keep up the great work.

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Read Answer Asked by karl on May 11, 2017

• GreenSpace Brands Inc. (JTR)
  • P/E (TTM): -0.5X Cap: $2M
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Q: I have initiated a small position in JTR..Can I have your thoughts on this company. Would this be in same sector as ATD and PBH? Thanks. Shyam

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Read Answer Asked by Shyam on May 11, 2017

• Sun Life Financial Inc. (SLF $87.43)
  • $87.43 P/E (TTM): 21.85X Cap: $48.99B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,515.00)
  • $2,515.00 P/E (TTM): 8.71X Cap: $54.34B
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Q: "oK" is not exactly a ringing endorsement for SLF. Is there another name in the space, other than MFC, that you think is a better hold for a conservative investor, or should I just hang in there? thanks,

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Read Answer Asked by M.S. on May 11, 2017

• Essential Energy Services Ltd. (ESN $0.40)
  • $0.40 P/E (TTM): 52.79X Cap: $50M
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Q: Noting they just reported a decent quarter. I've been holding for 24+ months hoping for a rebound. I know their fortunes are highly correlated to oil industry overall, but what are your thoughts on the company overall and its ability to survive.

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Read Answer Asked by Randy on May 11, 2017

• Miscellaneous (MISC)
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Q: I have seen large gains evaporate. Most of us operate on gut feeling or when pain of loosing becomes unbearable.

Please give your criteria to sell. Are these criteria available to individual investors. Thanks.

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Read Answer Asked by Shah on May 11, 2017

• goeasy Ltd. (GSY $134.25)
  • $134.25 P/E (TTM): 9.65X Cap: $2.19B
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• Exchange Income Corporation (EIF $85.74)
  • $85.74 P/E (TTM): 31.24X Cap: $4.68B
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Q: Hi Peter and Team,
Could you please comment on EIF valuation based on EIF current earning and outlook? Should I sell EIF and buy GSY?

Thanks

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Read Answer Asked by Victor on May 11, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $231.44)
  • $231.44 P/E (TTM): 146.17X Cap: $303.19B
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• goeasy Ltd. (GSY $134.25)
  • $134.25 P/E (TTM): 9.65X Cap: $2.19B
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• Altus Group Limited (AIF $56.22)
  • $56.22 P/E (TTM): 6.59X Cap: $2.43B
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Q: Hey Peter and Co.:
I own the following stocks:
BNS, CCL.B, CNR, CGX, CSU, KXS, GUD, MG, MX, NFI, PPL, PBH, SIS, TOY, SJ, T, WSP, ZCL, VET, BCE, ENGH, TD.

I'm looking for a growth stock to add to my TFSA. I bought SIS for my TFSA last year and it's gone up nearly 100%, so thank you for that! What would you recommend here?
Thanks for all of your great advice over the years. cheers
Andy

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Read Answer Asked by Andrew on May 11, 2017

• Excellon Resources Inc. (EXN $0.51)
  • $0.51 Cap: $180M
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Q: Any thoughts about Exelon at these prices !.36 and silver

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Read Answer Asked by george on May 11, 2017

• Element Fleet Management Corp. (EFN $35.17)
  • $35.17 P/E (TTM): 24.44X Cap: $14.28B
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Q: Please dissect element financials earnings released today. I was about to sell this stock, now I am not so sure.

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Read Answer Asked by Cory on May 11, 2017

• Savaria Corporation (SIS $23.17)
  • $23.17 P/E (TTM): 26.48X Cap: $1.66B
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Q: Although this is probably too early for an opinion about the suggested suit again Span-America, what are you experiences in other similar situations?
Thanks.

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Read Answer Asked by Terry on May 11, 2017