Investment Q&A

• 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 $341.62)
  • $341.62 P/E (TTM): 57.27X Cap: $39.29B
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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 $341.62)
  • $341.62 P/E (TTM): 57.27X Cap: $39.29B
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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 $211.39)
  • $211.39 P/E (TTM): 93.35X Cap: $274.67B
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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 $0.01)
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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 $211.39)
  • $211.39 P/E (TTM): 93.35X Cap: $274.67B
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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 $81.27)
  • $81.27 P/E (TTM): 13.69X Cap: $4.48B
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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 $6.63)
  • $6.63 P/E (TTM): 11.05X Cap: $259M
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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 $36.97)
  • $36.97 Cap: $24.32B
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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 $14.94)
  • $14.94 Cap: $1.77B
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• Premium Brands Holdings Corporation (PBH $95.79)
  • $95.79 P/E (TTM): 45.75X Cap: $4.27B
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• Spin Master Corp. Subordinate Voting Shares (TOY $18.60)
  • $18.60 P/E (TTM): 16.66X Cap: $1.93B
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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 $14.94)
  • $14.94 Cap: $1.77B
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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

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 93.35X Cap: $274.67B
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Q: Would you start a position in Shop at$120. now or wait for the quarterly results first? Thanks

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Read Answer Asked by Richard on October 17, 2017

• NFI Group Inc. (NFI $14.94)
  • $14.94 Cap: $1.77B
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Q: Hi 5i,

Would NFI's order and backlog release yesterday make you more or less optimistic about their upcoming earnings? Markets didn't seem to care.

Thanks as always.

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Read Answer Asked by Joe on October 17, 2017

• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
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Q: I would appreciate your comments on the 3rd qtr. report of TV.Any reason for its drop in price today? Is the price of zinc still strong or has it dropped?Are your still recommending this stock as a three year hold? Thanks ,as always, for your sage advice.
Dave

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Read Answer Asked by Dave on October 17, 2017

• Alimentation Couche-Tard Inc. (ATD $73.13)
  • $73.13 P/E (TTM): 19.38X Cap: $68.78B
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Q: I have been sitting in this stock for awhile waiting for some growth to occur which has yet to be seen. TD dropped it this morning from it action list and replaced with Magna. Is it time to sell or do you think this is a longer term growth stock?

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Read Answer Asked by Sarah on October 17, 2017

• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.38X Cap: $5.24B
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Q: I have done reasonably well on KXS despite the last quarter drop. What are your thoughts on locking in the profit and moving to a higher growth stock? If yes, can you suggest a replacement?
Thanks again.

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Read Answer Asked by Danny-boy on October 17, 2017

• Premium Brands Holdings Corporation (PBH $95.79)
  • $95.79 P/E (TTM): 45.75X Cap: $4.27B
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Q: PBH has consistently been one of your top 3 growth stock recommendations lately. Based on your recommendation, I am keen to initiate a position. However, every time I look at the stock chart it seems like it may be over-valued. When PBH Revenue and gross profit increase 25% year over year, but the stock price increase 55%, doesn't this indicate that PBH is over-valued? If PBH P/E is currently 36, isn't this trading at a premium to it's average P/E and there's more downside risk that it will return to trading fair value?
How do you calculate PBH as being one of the best valued stocks today?

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Read Answer Asked by Curtis on October 17, 2017

• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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Q: Can you please comment on $ZCL in the short-long term.

Thanks Valter

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Read Answer Asked by Valter on October 17, 2017