Investment Q&A

• Enbridge Inc. (ENB $67.36)
  • $67.36 P/E (TTM): 23.89X Cap: $147.39B
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Q: I am really confused as big majority of guests on BNN recommend/like ENB,but market dislikes it(1yr negative 15% vs TSX positive 5%;2yr -10% vs +12%;& 3yr -1% vs +10%) Trp has much better performance(1Yr -1%; 2yr +40% & 3yr +18%.However a technican recently stated that it is on a downward trend & better opportunities elsewhere.What are the reasons to stick with ENB?Is a turnaround expected soon.Is this a value trap or opportunity?Thanks for your usual great services & views

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Read Answer Asked by Peter on October 23, 2017

• Liminal BioSciences Inc. (LMNL)
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Q: Hello...your view today on PLI please as a purely speculative purchase...

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Read Answer Asked by Lucinda on October 23, 2017

• Parkland Corporation (PKI $38.73)
  • $38.73 P/E (TTM): 22.98X Cap: $6.74B
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Q: PKI continues to drop. New lows today. Seems to have no traction at all. Anything to be overly concerned about?

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Read Answer Asked on October 23, 2017

• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X Cap: $99M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Hello 5i, Last year you indicated that PTG had a lot of debt and was priced for no surprises. I sold position and bought PHO. I am thinking of reentering PTG in a half position and selling half PHO,your comments please.

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Read Answer Asked by Geoff on October 23, 2017

• Celestica Inc. (CLS $347.76)
  • $347.76 P/E (TTM): 53.85X Cap: $39.43B
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Q: Re mq Q yesterday,please advise expected eps & rev.plus reporting date for CLS.Thanks

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Read Answer Asked by Peter on October 20, 2017

• Celestica Inc. (CLS $347.76)
  • $347.76 P/E (TTM): 53.85X Cap: $39.43B
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Q: Peter listed Celestica as a top pick on BNN market call. Based on what was reported by BNN in text, it was not mentioned that ONEX controls CLS with 79% of all votes. Do you believe that such control affects suitablility of CLS as an investmwent?

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Read Answer Asked by PAUL on October 20, 2017

• Balanced Equity Portfolio (BEPORT)
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Q: Although up overall in my balanced portfolio, I'm down close significantly, 10- 20%, in AEM, CLS, KXS, GUD, PKI, SIS. I don't yet own CCL, CAE, EMB, GC, T.

Would you suggest swapping them out now, as year end approaches, or hold and buy the remaining names as funds become available? Or perhaps keep a couple / drop a couple?

Thanks!

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Read Answer Asked by Jamie on October 20, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: What do you think about KWH, a great Yield but......
Margita

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Read Answer Asked by Margita Elisabet on October 20, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Celestica Inc. (CLS $347.76)
  • $347.76 P/E (TTM): 53.85X Cap: $39.43B
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Q: Unfortunately Peter was cut short on BNN today. Would it be possible to let us know what his Top Picks would have been?
Cheers,
Hans

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Read Answer Asked by Hans on October 20, 2017

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Just wondering what your favourite company would be for a long term hold. Which do you think has the lowest risk and best growth potential?

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Read Answer Asked by JEFF on October 20, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Celestica Inc. (CLS $347.76)
  • $347.76 P/E (TTM): 53.85X Cap: $39.43B
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Q: Peter you were great on BNN today.Please rank your 3 top picks starting with best as I thinking of buying them these few days.Reportedly,CLS & ABT have record of missing estimated earnings.Please advise expected eps & rev.plus reporting date for CLS

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Read Answer Asked by Peter on October 20, 2017

• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X Cap: $99M
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Q: please evaluate and compare prospects of these for a one year hold - thanks

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Read Answer Asked by don on October 19, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $200.15)
  • $200.15 P/E (TTM): 80.6X Cap: $264.64B
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Q: You say that Shop will take a big hit if earnings disappoint,
would you advise selling a position prior,just in case, and then buying back in after if earnings are ok? "Big hit" makes me nervous.
Thanks Peter

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Read Answer Asked by Peter on October 19, 2017

• Pioneering Technology Corp. (PTE $0.02)
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Q: Why do you think PTE has been weak lately when the rest of the market is going up? Should I continue to hold it?

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Read Answer Asked by Carla on October 18, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $200.15)
  • $200.15 P/E (TTM): 80.6X Cap: $264.64B
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Q: Hi gang..I think you have told us but I cant find when is SHOPs quarterly release date?

Thanks for all you do to keep us level!!

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Read Answer Asked by El-ann on October 18, 2017

• Stella-Jones Inc. (SJ $79.71)
  • $79.71 P/E (TTM): 13.45X Cap: $4.40B
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Q: Are things beginning to look better with Stella Jones these days? The stock is acting better lately, thanks

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Read Answer Asked by Pat on October 18, 2017

• Exco Technologies Limited (XTC $6.75)
  • $6.75 P/E (TTM): 11.03X Cap: $260M
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Q: Your thoughts please on XTC...it just seams to be on a downhill slide. Thx.

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Read Answer Asked by Penny on October 18, 2017

• Brookfield Renewable Partners L.P. (BEP.UN $35.49)
  • $35.49 Cap: $23.36B
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Q: Brookfield Renewable is close to where it has previously double topped ....do you feel the share price this is getting dangerous now . I have a decent profit and could sell here or because. I don't have a full position and I could stay in and watch it continue to grow, or even add to my exposure here... I really am unsure what to do at this point. Thanks

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Read Answer Asked by Thomas on October 18, 2017

• NFI Group Inc. (NFI $18.24)
  • $18.24 Cap: $2.14B
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• Premium Brands Holdings Corporation (PBH $93.63)
  • $93.63 P/E (TTM): 44.96X Cap: $4.17B
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• Spin Master Corp. Subordinate Voting Shares (TOY $21.68)
  • $21.68 P/E (TTM): 18.84X Cap: $2.23B
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Q: I currently own all 3. Would you be comfortable adding to all 3 at this time? each position would be at 4%.

Thanks Valter

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Read Answer Asked by Valter on October 18, 2017

• NFI Group Inc. (NFI $18.24)
  • $18.24 Cap: $2.14B
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Q: Will you be preparing a report for NFI? What rating would you likely give. Thanks.

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Read Answer Asked by Albert on October 18, 2017