Investment Q&A

• 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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• North West Company Inc. (The) (NWC $50.69)
  • $50.69 P/E (TTM): 18.25X Cap: $2.42B
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Q: Hold NWC in my tfsa but thinking of switching into CCL-B. Also, is Amazon a threat to North West Company?

Would you be ok with the switch?

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Read Answer Asked by Thomas on September 19, 2017

• Constellation Software Inc. (CSU $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
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Q: Appreciate your views on CSU debentures. They seem to guarantee 6.5% plus the inflation rate, so have been yielding 7.5-8%. Seems like a good vehicle for income. Thx

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Read Answer Asked by Alan on September 19, 2017

• 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: Why is CCL.B being hit hard since its recent $68.47 high in mid June?Is this the time to enter a position? Appreciate u normal great services & opinions.

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Read Answer Asked by Peter on September 19, 2017

• Magna International Inc. (MG $63.72)
  • $63.72 P/E (TTM): 10.48X Cap: $17.95B
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Q: Magna seems to be on a bit of a roll the last few weeks? Do you know why and is this momentum sustainable or an opportunity to take profits?
Thank you
Maggie

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Read Answer Asked by Maggie on September 18, 2017

• Brookfield Renewable Partners L.P. (BEP.UN $35.16)
  • $35.16 Cap: $23.13B
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Q: Hi,

Do you have any information on why BEP.UN stock has declined so much this week? Thoughts on this stock for a 1-3 year hold?

Thanks,

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Read Answer Asked by Paul on September 15, 2017

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: Is there anything to read into Savaria (or any other company) moving from a quarterly to a monthly dividend?

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Read Answer Asked by Gooding on September 15, 2017

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Hi Peter and Team,
What is the fair price for TSGI based on new guidance?

Thanks

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Read Answer Asked by Victor on September 15, 2017

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Stock went up 10% today after expectations were raised. Would you be comfortable in opening a position in this even after the price appreciation? Also how much % of debt was removed after the $75 million debt repayment.

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Read Answer Asked by Thomas on September 15, 2017

• Parkland Corporation (PKI $38.60)
  • $38.60 P/E (TTM): 22.7X Cap: $6.73B
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Q: Hello Folks:
With it's increasing debt load what is your opinion on Parkland Fuel.... do you think there are better choices.
Would A. Touché Card, Canadian Tire or some other be better bets?
Thanks for everything
brian

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Read Answer Asked by Brian on September 15, 2017

• FirstService Corporation (FSV $276.50)
  • $276.50 P/E (TTM): 63.91X Cap: $12.59B
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Q: What would be a "fair" price to start initiating a position in firstservice?

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Read Answer Asked by Marie on September 15, 2017

• Bank of Nova Scotia (The) (BNS $79.70)
  • $79.70 P/E (TTM): 16.5X Cap: $99.27B
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• Enbridge Inc. (ENB $66.33)
  • $66.33 P/E (TTM): 23.44X Cap: $144.66B
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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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• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: I am retired and living on dividend income. I would like to invest 10% of my portfolio in 4 stocks from your growth and balanced portfolios for capital appreciation. Which 4 stocks would you recommend that are at the best valuation, offer a margin of safety, and offer the best growth potential for a 3-5 year hold?

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Read Answer Asked by Curtis on September 15, 2017

• Enbridge Inc. (ENB $66.33)
  • $66.33 P/E (TTM): 23.44X Cap: $144.66B
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• Constellation Software Inc. (CSU $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
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• WSP Global Inc. (WSP $285.87)
  • $285.87 P/E (TTM): 46.0X Cap: $37.31B
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• Cineplex Inc. (CGX $10.72)
  • $10.72 Cap: $679M
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• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 164.37X Cap: $5.50B
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• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: Hi, can you please advise current PE ratios for each of these companies. Can you also rank them best to worst for adding a new position today for 3-5 year investment not taking into account sector diversification within the portfolio.

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Read Answer Asked by Jordan on September 15, 2017

• CAE Inc. (CAE $37.84)
  • $37.84 P/E (TTM): 28.96X Cap: $12.13B
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Q: Lost a 450 million army contract today. Looks like favortism towards US company. Thoughts Please?

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Read Answer Asked by blake on September 14, 2017

• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 164.37X Cap: $5.50B
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Q: Good Morning
KXS seems to be recovering lately. Could you comment on the "contractual breach" that caused the decline. Did KXS actually lose the customer and revenue and if so, why.
Also, could you comment on the insider selling and the insiders stake in the company

Thank You

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Read Answer Asked by Clarence on September 14, 2017

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• High Arctic Energy Services Inc. (HWO $0.83)
  • $0.83 Cap: $10M
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Q: Byd,un been in a downward spiral since recent $103 high.Any reason?Thanks for u normal great services & views Any reason for the welcomed 7.46% increase in price of HWO today Is it time to add to my 1% position(p/p$6.11)thanks for u usual great services & opinions

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Read Answer Asked by Peter on September 14, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $23.31)
  • $23.31 P/E (TTM): 19.74X Cap: $2.36B
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Q: Just an fyi, Netflix has a documentary called "The Great Canadian Toy Story" which goes behind the scenes of toy manufacturer Spin Master.

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Read Answer Asked by Walter on September 14, 2017

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: Hi Peter, Ryan, and Team,

I'm puzzled as to why, after such good news several days ago, SIS is down about 2.4% today. Is this just normal profit taking, and would this be good time to add to a position? Would you be OK with a 5% weighting in SIS?

Thanks in advance for the valuable and pertinent advice!

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Read Answer Asked by Jerry on September 13, 2017

• Cineplex Inc. (CGX $10.72)
  • $10.72 Cap: $679M
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Q: We have done well with this stock over the years, sold earlier in the year when it was over $50. Is it time to get back in?
Thanks a lot
John Follis

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Read Answer Asked by John on September 13, 2017

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Headline in the financial page of Vancouver Sun on Sep 11---"Poker face:The online gambling co formerly known as Amaya Ltd will face questions Monday at a hearing in front of the OSC which is investigating insider trading allegations",Is this TSGI.If it is,please expand & its effect o TSGI.Thanks for u usual great services & views

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Read Answer Asked by Peter on September 13, 2017

• Bank of Nova Scotia (The) (BNS $79.70)
  • $79.70 P/E (TTM): 16.5X Cap: $99.27B
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Q: How do you think the hurricane destruction of the Caribbean will affect BNS? I know that they have operations there but how much revenue/business comes from that area of the world? Do you think it is worth holding off buying for the moment or do you expect the hurricane to not have a material impact?

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Read Answer Asked by Arthur on September 13, 2017