Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $131.63)
  • $131.63 P/E (TTM): 17.71X Cap: $29.78B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Constellation Software Inc. (CSU $4,393.00)
  • $4,393.00 P/E (TTM): 112.85X Cap: $94.74B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Stella-Jones Inc. (SJ $77.30)
  • $77.30 P/E (TTM): 13.18X Cap: $4.27B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ
• Enghouse Systems Limited (ENGH $22.55)
  • $22.55 P/E (TTM): 16.04X Cap: $1.24B
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH

Q: Hello Peter,
I own sj, csu, esl, and gib.a. All of them are down more than 10%-15%. My weightings range from 2 to 4 percent. Is it best to just keep the weightings as they are for long term or reduce them. Much appreciated.Umed

Upvote 0

Read Answer Asked by umedali on July 07, 2016

• Brookfield Renewable Partners L.P. (BEP.UN $35.13)
  • $35.13 Cap: $22.92B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Brookfield Infrastructure Partners L.P. (BIP.UN $43.11)
  • $43.11 P/E (TTM): 1025.34X Cap: $19.68B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: Can you give me the EV/EBITDA ratios for these two companies?
Thanks a lot.

Upvote 0

Read Answer Asked by Michael on July 07, 2016

• Migao Corporation (MGO $0.74)
  • View MGO Profile
  • View Questions on MGO

Q: Hi .. I'd like to hear your thoughts on the privatization plan for MGO .. more info. at http://business.financialpost.com/news/agriculture/migao-corp-ceo-already-companys-largest-shareholder-makes-bid-to-privatize .. my "advisor" bought this for me 5 years ago at $4 .. also, your thoughts on the broader implications vis-a-vis Chinese companies. thanks, best regards Patrick

Upvote 0

Read Answer Asked by Patrik on July 07, 2016

• Migao Corporation (MGO $0.74)
  • View MGO Profile
  • View Questions on MGO

Q: The Board has recommended that the company go private for a price of $0.75/share. Do you believe this is a fair price? The stock closed at $0.68 today. Would you buy this stock at $0.68 to sell at $0.75 in the near future?

Upvote 0

Read Answer Asked by Joseph on July 07, 2016

• Brookfield Infrastructure Partners L.P. (BIP.UN $43.11)
  • $43.11 P/E (TTM): 1025.34X Cap: $19.68B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: Hi Peter and gang,

BAM.A's stock price has been dropping over the last year or so, I am thinking of moving some of my money in BAM.A to BIP.Un. What your thoughts are such a move? Also please comment on BIP.UN's high P/E ratio and the sustainability of its dividend payout.
Thanks,

Harry

Upvote 0

Read Answer Asked by Harry on July 06, 2016

• Linamar Corporation (LNR $74.09)
  • $74.09 P/E (TTM): 20.84X Cap: $4.43B
  • View LNR Profile
  • View Questions on LNR

Q: Another brutal day for Linamar on the markets. On 6/28 you advised it was looking "interesting". Does it look even more interesting today? I have a minor position taken about 90 days ago and I hate to catch a falling knife but my hands are already bloody...think its wise to expose even more skin?

Upvote 0

Read Answer Asked by Barry on July 06, 2016

• Mitel Networks Corporation (MNW $14.78)
  • $14.78 Cap: $1.81B
  • View MNW Profile
  • View Questions on MNW

Q: Would you please give your assessment of MNW going forward. I am currently down by about 30%, should I ride with it for another quarter or 2/or longer, or just eat the loss and move on to something else? Thanks.

Harry

Upvote 0

Read Answer Asked by Harry on July 06, 2016

• Information Services Corporation Class A Limited Voting Shares (ISV)
  • P/E (TTM): 23.54X Cap: $482M
  • View ISV Profile
  • View Questions on ISV

Q: Hi can I get your latest opinion on this company? Dividend yield manageable? Thx!

Upvote 0

Read Answer Asked by Michael on July 06, 2016

• Linamar Corporation (LNR $74.09)
  • $74.09 P/E (TTM): 20.84X Cap: $4.43B
  • View LNR Profile
  • View Questions on LNR
• Magna International Inc. (MG $64.18)
  • $64.18 P/E (TTM): 10.86X Cap: $18.08B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• AirBoss of America Corp. (BOS $5.27)
  • $5.27 Cap: $143M
  • View BOS Profile
  • View Questions on BOS
  • View Reports on BOS
• Exco Technologies Limited (XTC $6.75)
  • $6.75 P/E (TTM): 10.65X Cap: $259M
  • View XTC Profile
  • View Questions on XTC
  • View Reports on XTC

Q: How would you rank these stocks based on expected total return on a 1-2 yr time horizon and why? Thanks.

Upvote 0

Read Answer Asked by Sandy on July 06, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: I have a fairly well diversified portfolio based on your Balanced Equity portfolio, including 20% from the Growth portfolio. I have some cash to invest.
Please advise your recommended sector allocations at this time plus two or three stocks in each of those sectors which you think will do particularly well over the next 2-3 years.

Upvote 0

Read Answer Asked by Michael on July 05, 2016

• Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B $0.09)
  • $0.09 Cap: $17M
  • View CJR.B Profile
  • View Questions on CJR.B

Q: Could I have your opinion on CJR.B for a half, or possibly full, position in a primarily dividend portfolio. Thanks, Ted

Upvote 0

Read Answer Asked by Edward on July 05, 2016

• NYX Gaming Group Limited (NYX $2.39)
  • $2.39 Cap: $258M
  • View NYX Profile
  • View Questions on NYX

Q: Hi an you give your opinion of NYX now and potential 12 months out

Thanks

Upvote 0

Read Answer Asked by David on July 04, 2016

• Agrium Inc. (AGU $144.58)
  • $144.58 P/E (TTM): 28.0X
  • View AGU Profile
  • View Questions on AGU
• Potash Corporation of Saskatchewan Inc. (POT $25.78)
  • $25.78 P/E (TTM): 37.6X
  • View POT Profile
  • View Questions on POT

Q: Hello Peter & Team: Would like your opinion on AGU vs.POT., Is AGU a more stable company to hold in a near term or long term. Thanks.

Upvote 0

Read Answer Asked by DAVID on July 04, 2016

• Ballard Power Systems Inc. (BLDP $2.86)
  • $2.86 Cap: $838M
  • View BLDP Profile
  • View Questions on BLDP

Q: What is your overview of this chronically under whelming company. Will mobile hydrogen always remain the "next big power source of the future". Ballard BLD always seems to have contracts and news releases but never moves much.
Thank you

Upvote 0

Read Answer Asked by Ryczard on July 04, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: How can I invest in Blockchain?

Upvote 0

Read Answer Asked by Clayton on July 04, 2016

• Fortis Inc. (FTS $68.90)
  • $68.90 P/E (TTM): 20.6X Cap: $35.04B
  • View FTS Profile
  • View Questions on FTS
• Alaris Equity Partners Income Trust (AD.UN $18.62)
  • $18.62 P/E (TTM): 6.25X Cap: $848M
  • View AD.UN Profile
  • View Questions on AD.UN
• Savaria Corporation (SIS $20.90)
  • $20.90 P/E (TTM): 27.47X Cap: $1.49B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Hi, I'm replacing Prism Medical. What are your top 3 choices in this sector for income?

Would you consider AD as a health stock? It seems to have an interest in the medical field in Canada and the US.

Thanks

Upvote 0

Read Answer Asked by John on July 01, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi All at 5i!! My husband received a $100,000 inheritance and would like to buy some stock. Could you please suggest 5 income and 5 growth stocks that are a good buy at this point in time. Thank you and have a great Canada Day ! Cheers, Tamara

Upvote 0

Read Answer Asked by Tamara on June 30, 2016

• Tucows Inc. (TC $25.50)
  • $25.50 Cap: $282M
  • View TC Profile
  • View Questions on TC

Q: I'm confused by Tucows. When the markets were going down, this one was going up. Today, in an up-market, it's down. Any thoughts on why it trades opposite to the markets?

Upvote 0

Read Answer Asked by Ann on June 30, 2016

• Loblaw Companies Limited (L $55.74)
  • $55.74 P/E (TTM): 7.03X Cap: $67.48B
  • View L Profile
  • View Questions on L
• Premium Brands Holdings Corporation (PBH $94.64)
  • $94.64 P/E (TTM): 46.02X Cap: $4.25B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: Hi, considering buying Loblaw. Is now a good time with the rather steep p/e of 42? Are their any better Canadian consumer staples other than couche tard? Thanks in advance

Upvote 0

Read Answer Asked by Killam on June 30, 2016

• Metro Inc. (MRU $99.07)
  • $99.07 P/E (TTM): 21.6X Cap: $21.55B
  • View MRU Profile
  • View Questions on MRU

Q: MRU hit a new 52 week high early in today's session...and then proceeded to drop a large amount. seems to be normal volume. Are you aware of anything that may have caused this? What are your general feelings about MRU? Thank you as always.

Upvote 0

Read Answer Asked by Doug on June 30, 2016