Investment Q&A

• New Look Vision Group Inc. (BCI $50.00)
  • $50.00 P/E (TTM): 49.85X Cap: $783M
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Q: Hello Peter and Team,

I do like BCI quite a bit as people need glasses. It's one of those boring areas of the market that is a necessity. A couple questions though:
Would BCI be considered a staple or a discretionary stock? I feel like it should be a staple as vision is not something I would forgo.
As well, in your report there isn't any mention of how laser surgery is affecting a market. I do know quite a few people that have undergone laser surgery and who widely recommend it to others. How much is laser surgery affecting the marketplace? And how is cheap alternatives online affecting the marketplace?

Thank you for your great service as always!

Wes

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Read Answer Asked by Wes on December 11, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: I currently hold a 3% position on the baby, and has dropped to 2% in my RRSP. I am seriously question where this is going, have you any concerns, should I be seriously considering taking a loss and stepping out.
Your candid comments are appreciated.

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Read Answer Asked by Rick on December 11, 2017

• High Liner Foods Incorporated (HLF $16.53)
  • $16.53 P/E (TTM): 7.45X Cap: $479M
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Q: Hello team,
HLF been selected as one of the "graham stocks" for 2018.
Do you agree with the views and worth owning the stock?

Thanks

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Read Answer Asked by Pradip on December 11, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Hi peter is the downward pressure on this stock related to tax loss selling ?
Kind regards
Stan

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Read Answer Asked by Stan on December 11, 2017

• Premier American Uranium Inc. (PUR $1.07)
  • $1.07 Cap: $80M
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Q: Just a note of thanks for your service. The take-over of PUR today is another reminder as to why I subscribe. This is a company that I doubt I would have come across on my own and it's turned in to a big win in my portfolio.

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Read Answer Asked by Brian on December 11, 2017

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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Q: In the December 5th, 2017 press release, DHX stated that:

"in connection with its strategic review process, it has received Toronto Stock Exchange (“TSX”) approval to delay the holding of its annual general meeting to a date which will be no later than February 27, 2018."

In your experience, does this imply news is to come? or is it just a normal proceeding for companies in this situation?

Further, would there be any compelling case to obtain a position in this stock after tax-loss selling season?
Thanks!

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Read Answer Asked by Evan on December 11, 2017

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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Q: I need to take a loss what would you swap to to stay in the oil sector.

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Read Answer Asked by andrew on December 11, 2017

• Sylogist Ltd. (SYZ $5.48)
  • $5.48 Cap: $128M
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Q: Why would Sylogist not graduate to the TSE in order to get better exposure? And would you consider syz in the saas area as CSU, DSG and Kinaxis. And would they rank last and would they be an attractive takeover target by a bigger company.

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Read Answer Asked by Helen on December 11, 2017

• Premier American Uranium Inc. (PUR $1.07)
  • $1.07 Cap: $80M
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Q: Earlier today you suggested a hold for now. In that another offer is a slim hope and therefore there is little room for any more appreciation why not sell now and put the money some where with more potential? Thanks

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Read Answer Asked by gary on December 11, 2017

• Premier American Uranium Inc. (PUR $1.07)
  • $1.07 Cap: $80M
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Q: Great news with Pure Technologies. What is the expected date for this deal to close?

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Read Answer Asked by Sheldon on December 11, 2017

• Premier American Uranium Inc. (PUR $1.07)
  • $1.07 Cap: $80M
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Q: I have PUR in a non registered account. With the acquisition by an American company, for tax purposes would it be best to just sell at the higher price (to avoid US paper work)?
thanks,

Paul

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Read Answer Asked by Paul on December 11, 2017

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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• Xylem Inc. New (XYL $144.32)
  • $144.32 P/E (TTM): 38.23X Cap: $35.12B
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• CAE Inc. (CAE $38.13)
  • $38.13 P/E (TTM): 30.33X Cap: $12.22B
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• NFI Group Inc. (NFI $14.94)
  • $14.94 Cap: $1.77B
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• Itron Inc. (ITRI $122.20)
  • $122.20 P/E (TTM): 21.8X Cap: $5.82B
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Q: Good morning Gentlemen.
I need to re-balance my Industrial sector.
Actual holdings BAD 1%, ATA 1.5%, SIS 3.3%, and WSP 3.4%.
By selling BAD (1%) I will have 5% to add to the sector.
Can you please suggest 2 or 3 Can or US solid mid-cap stocks for at least 5 years.
Thanks
Best Regards

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Read Answer Asked by Djamel on December 11, 2017

• Premier American Uranium Inc. (PUR $1.07)
  • $1.07 Cap: $80M
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Q: What do you think of the acquisition by Xylem?

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Read Answer Asked by Aaron on December 11, 2017

• Capital Power Corporation (CPX $71.25)
  • $71.25 P/E (TTM): 22.36X Cap: $11.01B
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Q: Hi team,
CPX appears to be a great company but technically never been able to break out above $25 to $26 dollar range.
Can we expect anything different?
Thanks for your reply.

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Read Answer Asked by Pradip on December 11, 2017

• Knight Therapeutics Inc. (GUD $5.77)
  • $5.77 Cap: $586M
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Q: GUD How is Jonathan Goodman's health. What is his age ? Does he have good people around him or does he make all the decisions ? Any insider buying ? RAK

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Read Answer Asked by bob on December 08, 2017

• Chartwell Retirement Residences (CSH.UN $19.51)
  • $19.51 P/E (TTM): 89.23X Cap: $5.67B
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• iShares Core Canadian Corporate Bond Index ETF (XCB $20.38)
  • $20.38 Cap: $2.47B
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Q: I have to sell some of my shares in my registered LIF Account by the end of the year. Which of the two mentioned above should I lighten up on. XCB looks flat and has only a small dividend. I would prefer to keep my CSH.UN for long term.
What is your opinion and reasoning.
Thank you!

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Read Answer Asked by ALBERT on December 08, 2017

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.00)
  • $6.00 P/E (TTM): 20.45X Cap: $652M
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Q: I am retired living on dividend income. Been considering starting a position in FSZ for a few months for the good yield and growth potential. Do you think this dip is a good time to start a position?
Or would you wait to see how they use the net proceeds of the recent offerings?

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Read Answer Asked by Curtis on December 08, 2017

• Enghouse Systems Limited (ENGH $20.56)
  • $20.56 P/E (TTM): 15.29X Cap: $1.13B
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Q: enghouse reports next week,what s the market onsensus?Thx

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Read Answer Asked by blake on December 08, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: I currently have a 2% position in Crius and am slightly underwater. Like the dividend but I am somewhat concerned about sustainability. Would this be a good time to increase the position? What are your thoughts? I think the new website is fantastic.
Thank you.
Harvey

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Read Answer Asked by Harvey on December 07, 2017

• Cineplex Inc. (CGX $11.22)
  • $11.22 Cap: $711M
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Q: How secure is their dividend? If I'm reading financials correctly they are paying out 158%?!
Nor can I find any history of their dividends on their website or annual report.

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Read Answer Asked by Susan on December 07, 2017