Investment Q&A

• Brookfield Renewable Partners L.P. (BEP.UN $35.16)
  • $35.16 Cap: $23.13B
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Q: Ryan your answer as to who is responsible for the dividend debacle on bep Is this .Brookfeid pays into the CDC for all Canadian held at a converted rate in Canada dollars it is then allocated to the Canadian brokerage houses in Canadian dollars the reconverted back to US dollars .the is brookfeild and not the brokerage firms .i can’t tell you the hours I spent on this crap .
This stock is not worth the effort
Stan

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Read Answer Asked by Stan on October 11, 2018

• Constellation Software Inc. (CSU $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
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Q: What is CSU’s forward PE at $900/share? ...and how does this compare to long term average PE

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Read Answer Asked by John on October 10, 2018

• FirstService Corporation (FSV $276.50)
  • $276.50 P/E (TTM): 63.91X Cap: $12.59B
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Q: Hello,
I note that FSV has been declining steadily in price over a few weeks. Has there been any recent news about the company? Is it a buy, hold or sell? The dividend is below 1%! Thanks for your insight as always. Rossana.

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Read Answer Asked by Rossana on October 10, 2018

• BRP Inc. Subordinate Voting Shares (DOO $80.65)
  • $80.65 Cap: $5.89B
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Q: I bought DOO and now down almost 20%. Are these guys run by the same Bombardier family that runs BBD? Knowing how you guys feel about Bombardier I would be surprised you'd recommend a company run by Bombardier. Can you please advise who they are run by. And also, I would like your opinion on if it is time to dump it, hold it or add to it? Thanks

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Read Answer Asked by Marco on October 10, 2018

• BRP Inc. Subordinate Voting Shares (DOO $80.65)
  • $80.65 Cap: $5.89B
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Q: DOO is down 30% in last month. Technicals are totally broken (18 bearish, 2 bullish) and I can't find anything on it except the secondary in September.

What do you think is going on here to cause such a precipitous drop, with no strength in site.

Thanks

Sheldon

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Read Answer Asked by Sheldon on October 10, 2018

• Parkland Corporation (PKI $38.60)
  • $38.60 P/E (TTM): 22.7X Cap: $6.73B
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Q: is this parkland deal positive for the stock, it seems positive but it is complicated so i defer to you. dave

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Read Answer Asked by david on October 10, 2018

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.25)
  • $4.25 P/E (TTM): 19.95X Cap: $40M
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Q: Hi team,
TPK's stock has been showing much weakness over the last two weeks.Would this partially be due to tax loss selling as it's tumble does not seem justified and would you see it as a value stock with a solid 4.25% yield? I am thinking of dollar cost averaging but will wait for their Q3 NUMBERS TO COME OUT ,MID-NOVEMBER.
Many thanks,
Jean

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Read Answer Asked by Jean on October 10, 2018

• goeasy Ltd. (GSY $209.13)
  • $209.13 P/E (TTM): 12.3X Cap: $3.36B
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Q: as interest rates increase, i would think this would be good for goeasy as traditional lenders become more cautious, as an alternative lender this should help their business, but last couple of days stock got killed, and is selling way below the current financing, it still seems very cheap to me, could you comment. dave

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Read Answer Asked by david on October 10, 2018

• Exco Technologies Limited (XTC $6.60)
  • $6.60 P/E (TTM): 10.56X Cap: $253M
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Q: I'm looking for a dividend growth stock in the industrial/materials sector to round out an income portfolio focussed on dividend growth stocks. What are your thoughts on XTC now that NAFTA-related issues are behind us? Any other recommendations in this sector? Thanks.

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Read Answer Asked by Arvind on October 09, 2018

• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 164.37X Cap: $5.50B
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Q: Can you give me the actual share count of short interest in Kinaxis? For both the US and Cdn exchanges.

Thank you David

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Read Answer Asked by lori on October 09, 2018

• NFI Group Inc. (NFI $18.82)
  • $18.82 Cap: $2.24B
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• BRP Inc. Subordinate Voting Shares (DOO $80.65)
  • $80.65 Cap: $5.89B
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• Magna International Inc. (MG $63.72)
  • $63.72 P/E (TTM): 10.48X Cap: $17.95B
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Q: Which stocks are you recommending in the Industrial space that have been beaten up and have growth potential? Thanks for your service.

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Read Answer Asked by Ozzie on October 09, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Magna International Inc. (MG $63.72)
  • $63.72 P/E (TTM): 10.48X Cap: $17.95B
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• Premium Brands Holdings Corporation (PBH $95.72)
  • $95.72 P/E (TTM): 45.95X Cap: $4.27B
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Q: If you were to add or buy any 3 stocks today, what would be your top picks and brief reason why?

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Read Answer Asked by Thomas on October 09, 2018

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: In your Oct 4 response to a different William , you characterized TCN as very cheap at 7 times earnings. Would you attribute its current pull-back as solely due to rising interest rate concerns , or could the redemption of its debentures into common shares also be playing a role?
Thank-you.

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Read Answer Asked by William on October 09, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: can't wrap my head around this one still; very cheap next years earnings, good future growth projected around 15% cagr, diversified business regionally and operationally, thoughts on continuing to add to a fairly large position for a very long term (only 20 years old) horizon

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Read Answer Asked by matthew on October 09, 2018

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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Q: The PE for PLC in your report is 24.4. On the TMX website the PE ratio is 109. Can you please explain this discrepancy ?

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Read Answer Asked by Joseph on October 05, 2018

• Great Plains Metals Corp. (GPS $0.07)
  • $0.07 Cap: $2M
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Q: Hi Peter, your thoughts on this co. ?? Time to move on . Thanks. Alnoor

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Read Answer Asked by Alnoor on October 05, 2018

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
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Q: As a "speculative" addition to my portfolio, your opinion please of Alcanna. It would be a small position - Thanks

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Read Answer Asked by Ron on October 05, 2018

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: Hi, I recently sold MFI. Thinking about BYD.UN as a replacement in the sector unless you recommend anything else in US or Canada. Currently have PBH, ATD.B, and COST.
Thank you

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Read Answer Asked by Brent on October 05, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.91)
  • $83.91 P/E (TTM): 17.33X Cap: $14.63B
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Q: I have a question about CCL.B - I know you have answered questions on this one but given the current price action (looks like strong support here in the $54 - $55) can you elaborate on who is there competition is in the space and they losing or taking market share given packing labels are moving to more self-less cashier stores? Thank you

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Read Answer Asked by Aubrey on October 05, 2018

• Magna International Inc. (MG $63.72)
  • $63.72 P/E (TTM): 10.48X Cap: $17.95B
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Q: Good Morning
MG had been grinding higher from Jan 2016 to about May 2018. It then dropped, presumably on NAFTA concerns. Now that this is somewhat resolved I would have thought tjat it would have had a bigger pop. Is this a good time to buy the stock or is there something else going on?
Thanks for your advice.
Ian

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Read Answer Asked by Ian on October 05, 2018