Investment Q&A

• Sea Limited American Depositary Shares each representing one Class A (SE $192.96)
  • $192.96 P/E (TTM): 260.49X Cap: $114.11B
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• Birchcliff Energy Ltd. (BIR $5.90)
  • $5.90 P/E (TTM): 20.89X Cap: $1.59B
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Q: I am thinking of buying these two companies. What do you think?

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Read Answer Asked by Dennis on February 01, 2017

• J.C. Penney Company Inc. (JCP)
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Q: JC Penny was at 11.99 in the last year. Today at 6.65
Wondering if there's hope for a rebound
What are your thoughts. Thanks.

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Read Answer Asked by Barry on February 01, 2017

• Macquarie Infrastructure Holdings LLC (MIC $4.09)
  • $4.09 Cap: $359M
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Q: The share price of MIC has fallen from $82 to $74 over the last few days.
I have held the shares for several years and have a good capital gain. I also hold BIP.UN ( both stocks in my RRSP). Would this be a good time to
sell MIC and just top up on BIP.UN. Thanks. Joe

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Read Answer Asked by Joseph on February 01, 2017

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: I am up 100% on Boyd in my RRSP. I am slowly dispersing my RRSP and putting the money in my non registered account to collect dividends for a passive income lifestyle.
Boyd only pays 0.6%. With that in mind, would you replace this stock with another or buy Boyd again for its growth prospects. What would you replace this stock with in an investment account to boost dividends for income. I own most of your income and balanced stock picks.

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Read Answer Asked by Ric on February 01, 2017

• Freshii Inc. Class A Subordinate Voting Shares (FRII $2.29)
  • $2.29 Cap: $67M
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Q: Freshii is a new one on the TSX. - any thoughts on it ?
Paul

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Read Answer Asked by Paul on February 01, 2017

• AltaGas Ltd. (ALA $42.42)
  • $42.42 P/E (TTM): 16.31X Cap: $12.73B
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Q: I hold ALA:T shares. Recently they announced $2.8-bil public offering 2 31/=. Do you thing I should sell the stock and put a buy order for this subscription issue which will participate is dividend also whenever they are on call? How good or accretive is WGL Holding acquisition is and based on this should I acquire more or exit the position now and enter after 6 to 10 months? I have 3% of my portfolio.
Thanks

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Read Answer Asked by Piyush on February 01, 2017

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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• Surge Energy Inc. (SGY $6.99)
  • $6.99 P/E (TTM): 15.09X Cap: $687M
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Q: It looks like you prefer RRX to SGY. For an owner of SGY not looking to change sector weightings would you recommend selling SGY and buying RRX?
Thanks.

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Read Answer Asked by Andrea on February 01, 2017

• iFabric Corp. (IFA $1.10)
  • $1.10 P/E (TTM): 35.33X Cap: $32M
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Q: Could you please take a look at IFA. Their last quarter showed some traction in the chemical division.
Thx

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Read Answer Asked by Bill on February 01, 2017

• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $72.79)
  • $72.79 P/E (TTM): 1.17X Cap: $2.69B
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Q: What are your thoughts on vxc for a 2 or 3 year hold or could you suggest an alternative? Thks

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Read Answer Asked by Marcel on February 01, 2017

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $164.25)
  • $164.25 P/E (TTM): 21.63X Cap: $375.97B
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Q: Could you give me some ETF that hold this stock in Canada and or US. Thanks James

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Read Answer Asked by JAMES on February 01, 2017

• Brookfield Infrastructure Partners L.P. (BIP.UN $43.13)
  • $43.13 P/E (TTM): 1027.59X Cap: $19.66B
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Q: I recently bought some of this preferred. I would like to know if it is eligible for the dividend tax credit? If not, pease explain

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Read Answer Asked by wayne on February 01, 2017

• BMO Junior Oil Index ETF CAD units (ZJO $21.98)
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• Horizons Pipelines & Energy Services Index ETF (HOG)
  • P/E (TTM): 15.39X Cap: $32M
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Q: Would you please recommend an ETF containing the small cap oil companies

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Read Answer Asked by william on February 01, 2017

• Birchcliff Energy Ltd. (BIR $5.90)
  • $5.90 P/E (TTM): 20.89X Cap: $1.59B
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• High Arctic Energy Services Inc. (HWO $0.85)
  • $0.85 Cap: $10M
  • View HWO Profile
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Q: I want to round off my energy positions. I have oil stocks but am looking to add a gas or services stock. I am trying to decide between Birchcliff and High Arctic. Which is the better value at this time?

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Read Answer Asked by Paul on February 01, 2017

• Constellation Software Inc. (CSU $4,200.28)
  • $4,200.28 P/E (TTM): 109.08X Cap: $93.60B
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• Knight Therapeutics Inc. (GUD $6.18)
  • $6.18 Cap: $620M
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Q: CSU and GUD.

Is one safer than the other ?

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Read Answer Asked by Serge on January 31, 2017

• Under Armour Inc. Class C (UA $4.68)
  • $4.68 P/E (TTM): 21.55X Cap: $2.08B
  • View UA Profile
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Q: How do you feel about under armor with today's 25% drop? Does this make for a good entry point? Do you feel like this drop was over done and will see some quick recovery?

Thanks!

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Read Answer Asked by david on January 31, 2017

• RioCan Real Estate Investment Trust (REI.UN $19.07)
  • $19.07 P/E (TTM): 20.26X Cap: $5.67B
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Q: The CEO is getting long in the tooth. Are you comfortable with their succession planning?

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Read Answer Asked by Carl on January 31, 2017

• Constellation Software Inc. (CSU $4,200.28)
  • $4,200.28 P/E (TTM): 109.08X Cap: $93.60B
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Q: CSU. Current decrease ?

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Read Answer Asked by Serge on January 31, 2017

• Noranda Income Fund (NIF.UN $1.97)
  • $1.97 P/E (TTM): 5.6X Cap: $98M
  • View NIF.UN Profile
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Q: News release: In light of the prevailing market conditions now facing the Fund, it is necessary for available cash, if any, to be used to augment reserves. The Board of Trustees has announced the suspension of future monthly distributions to unitholders. The previously declared January distribution will be paid on February 27, 2017. There is no assurance that monthly distributions will resume in the future.

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Read Answer Asked by Kurt W on January 31, 2017

• SPDR S&P Bank ETF (KBE $60.33)
  • $60.33 P/E (TTM): 13.13X Cap: $1.49B
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Q: Good morning,
Can you recommend an etf that covers U.S. Regional Banks?
Thanks as always for the great service.

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Read Answer Asked by Doug on January 31, 2017

• BLVD Centres Corporation (BLVD)
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• Inspira Financial Inc. (LND)
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Q: Hello,

Both Inspira and Convalo released earnings today. I wonder if you would kindly provide me with your analysis of the results and an opinion on the outlook for these companies.

Thanks,

Francesco

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Read Answer Asked by francesco on January 31, 2017