Investment Q&A

• Magna International Inc. (MG $63.72)
  • $63.72 P/E (TTM): 10.48X Cap: $17.95B
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• Exco Technologies Limited (XTC $6.60)
  • $6.60 P/E (TTM): 10.56X Cap: $253M
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Q: Do you think it may be prudent to lighten up on the auto sector in an otherwise balanced portfolio? Given a choice which company would you let go MG or XTC?
Thank you

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Read Answer Asked by Marty on June 02, 2016

• Dollarama Inc. (DOL $193.35)
  • $193.35 P/E (TTM): 44.98X Cap: $53.60B
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• 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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• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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• Alimentation Couche-Tard Inc. (ATD $69.70)
  • $69.70 P/E (TTM): 18.77X Cap: $66.08B
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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: Hi
If you could only buy five out of the six above listed stocks at today's prices (for the long term), which stock would you NOT purchase?

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Read Answer Asked by Mike on June 02, 2016

• Bank of Nova Scotia (The) (BNS $79.70)
  • $79.70 P/E (TTM): 16.5X Cap: $99.27B
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• Sun Life Financial Inc. (SLF $81.49)
  • $81.49 P/E (TTM): 14.93X Cap: $46.31B
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• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: How would you rank these 3 for growth for a younger investor over the next few years if you had to choose only one?

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Read Answer Asked by Josh on June 02, 2016

• Gildan Activewear Inc. (GIL $77.05)
  • $77.05 P/E (TTM): 17.43X Cap: $11.50B
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• Cineplex Inc. (CGX $10.72)
  • $10.72 Cap: $679M
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Q: I am needing to add to my Consumer Discretionary allocation. I have 2 equities at the moment and would prefer not to top up but rather add another. I currently own DHX & PBH. Perhaps provide two options if you could! One for growth and another for a balanced approach.

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Read Answer Asked by Patrick on June 02, 2016

• Opsens Inc. (OPS $2.90)
  • $2.90 Cap: $335M
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Q: Your thoughts on Opsens Inc?
Thanks!

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Read Answer Asked by Jean-Bernard on June 01, 2016

• Imvescor Restaurant Group Inc. (IRG $4.01)
  • $4.01 P/E (TTM): 21.1X
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Q: Hi, could you give me your view on Imvescor Restaurant Group Inc. please. Overvalued? Divvy safe?

I'm hoping for some growth and the dividend while I wait.

Thanks
Robert

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Read Answer Asked by Robert on June 01, 2016

• AirBoss of America Corp. (BOS $5.34)
  • $5.34 Cap: $144M
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• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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Q: I presently down 30% on BOS and see no end in sight. A swap to ZCL seems appealing, your opinion as always, is appreciated.

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Read Answer Asked by Rob on June 01, 2016

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.27)
  • $5.27 P/E (TTM): 23.35X Cap: $228M
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Q: ANY REASON FOR THE 5% TUMLBE IN ANDREW PELLER TODAY?

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Read Answer Asked by Douglas on May 31, 2016

• POET Technologies Inc. (PTK $7.42)
  • $7.42 Cap: $673M
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Q: Hi during most recent presentation , when asked about reverse split the CEO basically said they had been approved and would be doing it
If I decide to take a position would it be better to wait till after it occurs , or buy before it occurs .

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Read Answer Asked by David on May 31, 2016

• Velan Inc. Subordinate Voting Shares (VLN $14.80)
  • $14.80 P/E (TTM): 81.25X Cap: $320M
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Q: VLN seems to be showing signs of improvement. Do you think it is safe to step back in with a small position? Thanks!

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Read Answer Asked by Gregory on May 31, 2016

• Prism Medical Ltd. (PM $13.99)
  • $13.99 P/E (TTM): 233.2X
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• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: Would prism be a logical acquisition for savaria? How complementary are they?

Regards,

Robert

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Read Answer Asked by Robert on May 31, 2016

• Miscellaneous (MISC)
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Q: Do Vanguard ETF's actually own the shares in their ETF's or is it some derivative that they use? If they don't own the shares, what risk does this present? I seem to recall that there was a difference between Blackrock and Vanguard in this regard. Is that true?

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Read Answer Asked by Maria on May 31, 2016

• Quarterhill Inc. (QTRH $1.13)
  • $1.13 Cap: $132M
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Q: Could you please comment on $WIN, Wi-Lan. Is it a buy at current prices after such a large run up.

Thanks Valter.

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Read Answer Asked by Valter on May 31, 2016

• High Liner Foods Incorporated (HLF $16.28)
  • $16.28 P/E (TTM): 6.19X Cap: $472M
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Q: Would you be a buyer of HLF today? I know you prefer CLR. I currently own PBH and wondered if HLF/CLR would be good addition or would Loblaw be a better choice.

Thanks
Dolores

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Read Answer Asked on May 31, 2016

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $20.20)
  • $20.20 P/E (TTM): 9.46X Cap: $1.68B
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Q: Please give me your thoughts on TCL.A. Comment on last quarter. Would you recommend purchasing here?

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Read Answer Asked by David on May 30, 2016

• Loblaw Companies Limited (L $56.88)
  • $56.88 P/E (TTM): 7.26X Cap: $67.62B
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• Alimentation Couche-Tard Inc. (ATD $69.70)
  • $69.70 P/E (TTM): 18.77X Cap: $66.08B
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Q: I hold a small position in L currently up 53% and am in a position to double it or add ATD.B to my well diversified portfolio. My focus is dividends with some growth. What is your recommendation at this time?

Thank you for your valued opinion.

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Read Answer Asked by Martin on May 30, 2016

• OVIVO INC. Class A Subordinate Voting Shares (OVI.A $3.99)
  • $3.99 P/E (TTM): 33.3X
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Q: The company's current year started April 1, 2016. I anticipate Ovivo may make as much as 18 cents a share for the current year. On the basis of those numbers and your opinion of the balance sheet etc what value do you think the company currently deserves? The 4th q comes out June 1st and the company is expected to make about 10 cents a share profit so the outlook for fiscal 2017 is for material growth in profit. If energy prices continue to move up then even better results may be possible for late 2017 or fiscal 2018. Thanks.

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Read Answer Asked by Murray on May 30, 2016

Q: Nordgold N.V.has now formally made a takeover offer of Northquest Ltd (NQ) shares at 26 cents. This offer expires on June 15 2016. What happens if I don't offer my shares before the offer expires?

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Read Answer Asked by Edward on May 30, 2016

• Aimia Inc. (AIM $3.25)
  • $3.25 Cap: $298M
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Q: Please give me your short and long outlook for this co. Thanks for all your valued service.

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Read Answer Asked by jim on May 30, 2016

• NeuLion Inc. (NLN $1.08)
  • $1.08 Cap: $302M
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Q: Would be interested in your take on the recent allegations.
Thanks
Jean

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Read Answer Asked by Sherrill on May 30, 2016