Investment Q&A

• Altus Group Limited (AIF $56.68)
  • $56.68 P/E (TTM): 6.62X Cap: $2.44B
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Q: Altus Group (AIF) released good results today and stock reacted positively. Can you comment on the company and its results and if you recommend buying at these levels? If you do recommend it what type of investor or investment objective is this stock suitable for ? Thanks again. John C

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Read Answer Asked by john on August 15, 2016

• Magellan Aerospace Corporation (MAL $20.32)
  • $20.32 P/E (TTM): 24.94X Cap: $1.15B
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Q: Your comments on earnings please. Looks to be priced well, growing at good clip, and beat expectations...yet down ~2% today? Is this a case of "sell on news" - or can something more be read into the weakness?

Thx.

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Read Answer Asked by Adam on August 15, 2016

• Liminal BioSciences Inc. (LMNL)
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• K-Bro Linen Inc. (KBL $34.63)
  • $34.63 P/E (TTM): 20.95X Cap: $449M
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• Black Diamond Group Limited (BDI $16.12)
  • $16.12 P/E (TTM): 28.28X Cap: $1.06B
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Q: Your comments on the quarter from BDI, PLI and KBL please.

Thanks,

Eric

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Read Answer Asked by Erichsen on August 15, 2016

• Ag Growth International Inc. (AFN $28.94)
  • $28.94 Cap: $544M
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Q: Hi 5i,
Please give your assessment of Ag Growth's Q report and the current dynamics for the company. It has had a nice recovery since bottoming under 25 and has been in an up-trend most of this year but I am wondering if this quarter's numbers indicate that the cycle is turning down again for AFN. Thanks!

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Read Answer Asked by Lance on August 15, 2016

• Performance Sports Group Ltd. (PSG $4.69)
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Q: From my understanding the credit facilities weren't due before 2019. With this morning press release, it seem like it will result in a default. So is it the end for performance Sports Group?

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Read Answer Asked by yanick on August 15, 2016

• Saputo Inc. (SAP $40.78)
  • $40.78 Cap: $16.72B
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Q: Saw this article about Saputo in the Globe & Mail and thought to share it with the membership. You may share it if you feel it is worthwhile.

Your thoughts on the validity of the arguments in this article would be appreciated.

Joseph

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Read Answer Asked by Joseph on August 15, 2016

Q: Could I please have your comments and analysis on Brookfield's recently announced earnings. Thank You.

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Read Answer Asked by Brian on August 12, 2016

• Brookfield Renewable Partners L.P. (BEP.UN $37.44)
  • $37.44 Cap: $24.63B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $46.88)
  • $46.88 P/E (TTM): 51.8X Cap: $21.62B
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Q: Which of the Brookfield funds do you prefer for a retirement income portfolio. I'm looking for something with reliable income and some capital growth. Is this a good time to buy any of these funds as they have had quite a run, should I wait for a pull back?
Thanks

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Read Answer Asked by Nancy on August 12, 2016

• Intertape Polymer Group Inc. (ITP $40.48)
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Q: Your thoughts on earnings - thank you

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Read Answer Asked by Brent on August 12, 2016

• Intertape Polymer Group Inc. (ITP $40.48)
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Q: How much of Intertape's results were due to the $3 million insurance payout? It looked like some of their other metrics (cash flow etc) were down.
Thanks

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Read Answer Asked by Pat on August 12, 2016

• Medical Facilities Corporation (DR $16.16)
  • $16.16 P/E (TTM): 8.76X Cap: $296M
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• Exchange Income Corporation (EIF $88.71)
  • $88.71 P/E (TTM): 32.86X Cap: $4.81B
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Q: EIF made a small gain yesterday, fell 5%, and is in the red today. DR fell from being 27% in the green 2 days ago to 18% today. Can you tell me what happened to these two? Is it time to dump EIF? Should I take the profit in DR before it falls further? - Thanks, Ted

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Read Answer Asked by Edward on August 12, 2016

• Global Water Resources Inc. (GWR $17.84)
  • $17.84 P/E (TTM): 52.56X Cap: $512M
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• Swiss Water Decaffeinated Coffee Inc. (SWP $4.45)
  • $4.45 P/E (TTM): 31.79X Cap: $42M
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Q: Please comment on the earnings for the above two. Thanks

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Read Answer Asked by Imtiaz on August 12, 2016

• Miscellaneous (MISC)
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Q: Hi Team,

I asked a couple of questions this past week. I gave permission for them to be viewed by other members, like this question. But they were answered in private. Just wondering what happened or I didn't do things in the right way?

Thanks

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Read Answer Asked by Peter on August 11, 2016

• BCE Inc. (BCE $33.02)
  • $33.02 P/E (TTM): 4.96X Cap: $30.79B
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• Sun Life Financial Inc. (SLF $87.40)
  • $87.40 P/E (TTM): 21.71X Cap: $48.71B
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Q: Can you provide an updated assessment on SunLife (SLF)given recent results? I am looking to invest new money in blue chip dividend payor for son's TFSA account and also considering telcom (BCE) as an alternative. Should I go with SLF for now given the recent run up in BCE stock price? Thanks again. John C

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Read Answer Asked by john on August 11, 2016

• Miscellaneous (MISC)
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Q: My daughter holds ATD.B, ESL and TD in equal amounts in an RRSP. She is ready to add a fourth equity. Can you give us 3-4 suggestions.

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Read Answer Asked by Elliott on August 11, 2016

• Applied Graphite Technologies Corporatio (AGT $0.06)
  • $0.06 Cap: $1M
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Q: Hello Team
Comments regarding AGT earnings. They look good to me. Thanks. Chris

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Read Answer Asked by christopher on August 11, 2016

• SNC-Lavalin Group Inc. (SNC)
  • P/E (TTM): 100.9X Cap: $7.63B
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• AirBoss of America Corp. (BOS $4.88)
  • $4.88 Cap: $132M
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• Wesdome Gold Mines Ltd. (WDO $24.59)
  • $24.59 P/E (TTM): 12.94X Cap: $3.71B
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Q: Hi 5i,what do you think of SNC hold or sell, and WDO is not going
along with price of gold, is the management OK ? And BOS, substantial decline of the price today indicate investors are not happy with the company I almost feel like dumping 2000 shares we hold in our cash account. Thank you for your advice. Motoi

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Read Answer Asked by Motoi on August 11, 2016

• AirBoss of America Corp. (BOS $4.88)
  • $4.88 Cap: $132M
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• Bird Construction Inc. (BDT $30.02)
  • $30.02 P/E (TTM): 17.46X Cap: $1.66B
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Q: I have a strict portfolio plan I have followed for 20 plus years into retirement. 30 holds devoted to income and 5 to 10 for growth. average holding is 3%.quarterly earning on a singular basis don't generally worry me. However AD=3.25% of portfolio/ cost base $27.00 held since 2013,BDT=3.00%/cost base is $12.10 held since 2013 have been holds for their dividends. BOS=2%/cost $15.25 was bought for capital gain hopes. All three are having negative earnings currently. Please offer your views as to the stability of them going forward and if I should reduce or exit any based on the poor results. Thanks

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Read Answer Asked by James on August 11, 2016

• Miscellaneous (MISC)
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Q: "Hi Teams.
Could you please recommend me 3 wheat commodity stocks and 3 fertilizer stocks. thank you.

John

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Read Answer Asked by john on August 11, 2016

• Exchange Income Corporation (EIF $88.71)
  • $88.71 P/E (TTM): 32.86X Cap: $4.81B
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Q: Could we have your thoughts on their earnings report and future prospects.

Cheers

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Read Answer Asked by Greg on August 10, 2016