Investment Q&A

• Pacific Insight Electronics Corp. (PIH $18.49)
  • $18.49 P/E (TTM): 16.1X
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Q: Hi Peter,

Much enjoyed your segment on BNN.

I bought some PIH shares a few days ago and was delighted with the bump on very positive earnings report two days ago. The only issue I had with this stock is that it does not have much liquidity. With a good balance sheet, great earnings and an excellent market niche going forward, is it likely to get more attention from analysts and greater liquidity? Also, are you considering it for the 5i growth portfolio?

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Read Answer Asked by David on May 11, 2016

• Redknee Solutions (RKN)
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Q: Hi folks,can I please get your opinion on Q results for Redknee,I know they pre-announced bad so Q not surprise,but with some deals announced after Q results,is there hope for this company.Have small position and would you average down or is this an avoid,thanks as always,jb

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Read Answer Asked by John on May 10, 2016

• H2O Innovation Inc. (HEO $4.25)
  • $4.25 Cap: $382M
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Q: can you give me your comment on the result of HEO

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Read Answer Asked by paul on May 10, 2016

• BluEnergies Ltd. (BLU)
  • Cap: $35M
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Q: In the healthcare sector, what are your views on Bellus Health (blu-t) which had a rapid progression lately and does not seem to be covered by analysts and on Resmed (rmd-n)? Which other companies could be a better alternative at the present time ?

Many thanks for your help,

Jacques

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Read Answer Asked by Jacques on May 09, 2016

• Mitel Networks Corporation (MNW $14.78)
  • $14.78 Cap: $1.81B
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Q: Hi folks,can please get analysis on Q results for Mitel,looks to be loss vs est of gain. Any factors going against company right now?, and would u rate stock buy,hold,or sell. Thanks as always,jb

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Read Answer Asked by John on May 06, 2016

• Dollarama Inc. (DOL $193.35)
  • $193.35 P/E (TTM): 44.98X Cap: $53.60B
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Q: May I have your opinion on QSR for my TFSA, or maybe DOL. I have ATD.b ,PBH , AW.un, BCE and SLF. My total portfolio is short consumer discretionary, otherwise it is fairly well balanced. Your option would be appreciated. Thank you.

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Read Answer Asked by Shirley on May 04, 2016

• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 164.37X Cap: $5.50B
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Q: I read with interest your recent discussion of super stocks. Though they are notoriously difficult to identify and even harder not to sell prematurely, could you nonetheless provide a short list (e.g., 4 Canadian, 2 US) of "potential" super stocks with the understanding that there is little chance any will actually attain this lofty status.

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Read Answer Asked by David on May 03, 2016

• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $60.42)
  • $60.42 P/E (TTM): 58.78X Cap: $125M
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Q: Morning, just wondering if there is a Canadian ETF which is focused on US industrial that you can recommend.

Thanks,
Harry

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Read Answer Asked by Harry on April 29, 2016

• Lumenpulse Inc. (LMP $21.25)
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Q: Hello Team,
Could you give me your analysis on this company and do you consider it a buy at this time.
Thank You,
Barry

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Read Answer Asked by Barry on April 29, 2016

• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 164.37X Cap: $5.50B
  • View KXS Profile
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Q: Kinaxis is down almost 10% in the last ten days. That's often a situation where I sell a company, not being a fan of volatility. Is this weakness a response to anything you know of and how long should we expect it to continue?

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Read Answer Asked by John on April 28, 2016

• Gamehost Inc. (GH $11.83)
  • $11.83 P/E (TTM): 9.33X Cap: $244M
  • View GH Profile
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• Clarke Inc. (CKI $29.50)
  • $29.50 P/E (TTM): 13.45X Cap: $430M
  • View CKI Profile
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• DIRTT Environmental Solutions Ltd. (DRT $0.75)
  • $0.75 P/E (TTM): 16.94X Cap: $142M
  • View DRT Profile
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Q: what are your thoughts on these companies? can you please rank them in terms of upside potential and downside risk?

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Read Answer Asked by steven on April 28, 2016

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $134.08)
  • $134.08 P/E (TTM): 17.41X Cap: $30.08B
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Q: Can I please have your thoughts on this company's recently announced earnings. Judging by the stock's performance today the investors are not impressed. Do you like this company?

Thank You.

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Read Answer Asked by Brian on April 27, 2016

• BMO Global Infrastructure Index ETF (ZGI $52.44)
  • $52.44 P/E (TTM): 50.65X Cap: $562M
  • View ZGI Profile
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• BMO Equal Weight Industrials Index ETF (ZIN $46.34)
  • $46.34 P/E (TTM): 39.94X Cap: $38M
  • View ZIN Profile
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• iShares S&P/TSX Capped Materials Index ETF (XMA $30.54)
  • $30.54 P/E (TTM): 103.9X Cap: $268M
  • View XMA Profile
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Q: Of the two ETf's as listed above would you comment on the timing and prospects for these ETF's in the current economic environment with both the US and Canadian governments emphasis on infrastructure spending. With thanks, Bill
XMA and VAW

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Read Answer Asked by William J on April 22, 2016

• exactEarth Ltd. (XCT $3.10)
  • $3.10 Cap: $154M
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Q: I received some shares of Exact Earth as part of the COM DEV buyout by Honeywell and wondered what your thoughts are about the company's prospects. Would you recommend the company at current valuation?

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Read Answer Asked by Louis on April 22, 2016

Q: I'm looking for a few conservative growth stocks. Can you list a few that area a good buy at today's prices?
Thanks

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Read Answer Asked by Hans on April 20, 2016

• Knight Therapeutics Inc. (GUD $6.45)
  • $6.45 Cap: $642M
  • View GUD Profile
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Q: I'm looking to add a "healthcare" stock to my portfolio. I'm currently only exposed to PHM and TSO3 (combined at about 1.5% of my portfolio), so am looking for something with less risk than those.

Which would you recommend, GUD, CXR or other?

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Read Answer Asked by Cameron on April 20, 2016

• iShares Russell 2000 Growth ETF (IWO $307.28)
  • $307.28 P/E (TTM): 45.65X Cap: $12.38B
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Q: What US ETFs would you recommend for growth at reasonable risk? I own most of the stocks in your balanced portfolio but about a third of my portfolio is in US$. Not knowing enough about US stocks I think I would probably do better to sell most of them and buy ETFs. I already own XHE.

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Read Answer Asked by John on April 20, 2016

• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $62.30)
  • $62.30 P/E (TTM): 31.2X Cap: $71M
  • View XCD Profile
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Q: What do think of XCD - iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) as a way to gain some global diversification without currency risk? Do you think this sector will do well in the next 3-5 years?

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Read Answer Asked by Fraser on April 19, 2016

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
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Q: What are your top 3 stock picks with the best return potential? Thanks.

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Read Answer Asked by Pierre on April 19, 2016

• Pacific Insight Electronics Corp. (PIH $18.49)
  • $18.49 P/E (TTM): 16.1X
  • View PIH Profile
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Q: Hi Gang, would like an opinion on the above.

Thanks and keep up the great work.

Anthony

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Read Answer Asked by Anthony on April 19, 2016