Investment Q&A

• Fortis Inc. (FTS $73.59)
  • $73.59 P/E (TTM): 20.79X Cap: $37.19B
  • View FTS Profile
  • View Questions on FTS
• Brookfield Renewable Partners L.P. (BEP.UN $39.66)
  • $39.66 Cap: $26.09B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Algonquin Power & Utilities Corp. (AQN $8.62)
  • $8.62 Cap: $6.62B
  • View AQN Profile
  • View Questions on AQN
• Premium Brands Holdings Corporation (PBH $96.89)
  • $96.89 P/E (TTM): 61.54X Cap: $4.23B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Savaria Corporation (SIS $21.58)
  • $21.58 P/E (TTM): 24.7X Cap: $1.54B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Can you please name a few of your favorite conservative, dividend-paying stocks?

Many thanks.

Upvote 0

Read Answer Asked by Chris on May 28, 2018

• Premium Brands Holdings Corporation (PBH $96.89)
  • $96.89 P/E (TTM): 61.54X Cap: $4.23B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Savaria Corporation (SIS $21.58)
  • $21.58 P/E (TTM): 24.7X Cap: $1.54B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Suggestion for a late start to a TFSA. 72 yrs old, looking to put $20k from RIF withdrawal into a TFSA. No immediate need for the funds so wondering what makes sense... Balanced or income...ETF or individual stocks.

Upvote 0

Read Answer Asked by Zach on May 28, 2018

• Premium Brands Holdings Corporation (PBH $96.89)
  • $96.89 P/E (TTM): 61.54X Cap: $4.23B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Savaria Corporation (SIS $21.58)
  • $21.58 P/E (TTM): 24.7X Cap: $1.54B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• goeasy Ltd. (GSY $132.21)
  • $132.21 P/E (TTM): 9.2X Cap: $2.12B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: What is your view at this time of Canadian bond proxy stocks versus Cdn dividend growth stocks, and their valuations relative to interest rates?

If you are of the view that dividend growers are more appropriate at this time, can you provide three growers that you recommend, and 3 bond proxy stocks that you would suggest to stay away from, to better understand the types of stocks that fall into this category. Thanks.

Upvote 0

Read Answer Asked by Kirk on May 28, 2018

• Premium Brands Holdings Corporation (PBH $96.89)
  • $96.89 P/E (TTM): 61.54X Cap: $4.23B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: I have a very young but well balanced RRSP portfolio (purely ETF at the moment). I'd like to include a small position in a strong growth company and looking for a solid recommendation for prospects.

Thanks as always for your guidance!

Upvote 0

Read Answer Asked by Adrian on May 28, 2018

• Covalon Technologies Ltd. (COV $1.88)
  • $1.88 P/E (TTM): 24.12X Cap: $51M
  • View COV Profile
  • View Questions on COV
  • View Reports on COV
• Constellation Software Inc. (CSU $3,420.00)
  • $3,420.00 P/E (TTM): 76.82X Cap: $71.97B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Kinaxis Inc. (KXS $176.66)
  • $176.66 P/E (TTM): 103.68X Cap: $4.95B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Premium Brands Holdings Corporation (PBH $96.89)
  • $96.89 P/E (TTM): 61.54X Cap: $4.23B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Savaria Corporation (SIS $21.58)
  • $21.58 P/E (TTM): 24.7X Cap: $1.54B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: I'm opening a new TFSA account. What 5 stocks would you recommend for a 10+ year investment today, emphasis on growth.

Upvote 0

Read Answer Asked by John on May 25, 2018

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $169.80)
  • $169.80 P/E (TTM): 18.11X Cap: $12.53B
  • View CTC.A Profile
  • View Questions on CTC.A
• Premium Brands Holdings Corporation (PBH $96.89)
  • $96.89 P/E (TTM): 61.54X Cap: $4.23B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: Looking to add either CTC.A or PBH to my Income producing portfolio. Which would you recommend at this time if I was looking for some growth as well ?
Thanks

Upvote 0

Read Answer Asked by JOHN on May 17, 2018

• Premium Brands Holdings Corporation (PBH $96.89)
  • $96.89 P/E (TTM): 61.54X Cap: $4.23B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: Could you please comment on Premium Brand earnings release. They increased the 2018 full year guidance. Is it material ? Thanks

Upvote 0

Read Answer Asked by rajeev on May 15, 2018

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
  • View BYD.UN Profile
  • View Questions on BYD.UN
  • View Reports on BYD.UN
• Premium Brands Holdings Corporation (PBH $96.89)
  • $96.89 P/E (TTM): 61.54X Cap: $4.23B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: Hi, would appreciate if you can provide estimates for upcoming earnings release. Thanks

Upvote 0

Read Answer Asked by rajeev on May 11, 2018

• Premium Brands Holdings Corporation (PBH $96.89)
  • $96.89 P/E (TTM): 61.54X Cap: $4.23B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: hi Peter when does the PBH contract to provide sandwiches to Starbucks expire? what percent of revenues does it account for? thanks Richard

Upvote 0

Read Answer Asked by richard on May 10, 2018

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
  • View FLIR Profile
  • View Questions on FLIR
• Kinaxis Inc. (KXS $176.66)
  • $176.66 P/E (TTM): 103.68X Cap: $4.95B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Premium Brands Holdings Corporation (PBH $96.89)
  • $96.89 P/E (TTM): 61.54X Cap: $4.23B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Savaria Corporation (SIS $21.58)
  • $21.58 P/E (TTM): 24.7X Cap: $1.54B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• Box Inc. Class A (BOX $29.68)
  • $29.68 P/E (TTM): 24.19X Cap: $4.30B
  • View BOX Profile
  • View Questions on BOX
• Rapid7 Inc. (RPD $15.51)
  • $15.51 P/E (TTM): 43.8X Cap: $1.01B
  • View RPD Profile
  • View Questions on RPD

Q: Hi 5i - I want to add one CDN and 2 US stocks to my well diversified portfolio. Can you recommend a few that look attractive at the moment? I'm looking for small to mid cap growth, and have a 15yr time frame. Thanks!

Upvote 0

Read Answer Asked by Rick on May 09, 2018

• Enbridge Inc. (ENB $67.47)
  • $67.47 P/E (TTM): 25.54X Cap: $147.16B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• WSP Global Inc. (WSP $245.61)
  • $245.61 P/E (TTM): 35.96X Cap: $31.89B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Algonquin Power & Utilities Corp. (AQN $8.62)
  • $8.62 Cap: $6.62B
  • View AQN Profile
  • View Questions on AQN
• Premium Brands Holdings Corporation (PBH $96.89)
  • $96.89 P/E (TTM): 61.54X Cap: $4.23B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Savaria Corporation (SIS $21.58)
  • $21.58 P/E (TTM): 24.7X Cap: $1.54B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• goeasy Ltd. (GSY $132.21)
  • $132.21 P/E (TTM): 9.2X Cap: $2.12B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: Retired and looking to move 125,000$ to unregistered invest. from fixed income to benefit from dividend tax credit. Can you please suggest 5 or 6 stocks with combination of groath and dividend?
Thanks
Sherrill

Upvote 0

Read Answer Asked by Sherrill on May 07, 2018

• Constellation Software Inc. (CSU $3,420.00)
  • $3,420.00 P/E (TTM): 76.82X Cap: $71.97B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Premium Brands Holdings Corporation (PBH $96.89)
  • $96.89 P/E (TTM): 61.54X Cap: $4.23B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: Whenever analysts talk about PBH (premium brands) or CSU (constellation) they inevitably talk about them being over-valued and due to fall or tread water for a while. You've allowed both to rise to about the 6.5% level in the portfolio (as per the last record on your site) without trimming. Does that mean you disagree with the analysts, or simply don't care about a short term fallback of 10%-20% since you are confident they will eventually regain that and move past it?

Upvote 0

Read Answer Asked by John on May 07, 2018

• Premium Brands Holdings Corporation (PBH $96.89)
  • $96.89 P/E (TTM): 61.54X Cap: $4.23B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ
• Spotify Technology S.A. (SPOT $592.69)
  • $592.69 Cap: $119.34B
  • View SPOT Profile
  • View Questions on SPOT

Q: Please explain if the offering of subscription receipt would cause dilution in PBH
Please comment on the financial result of SQ & SPOT
Thanks

Upvote 0

Read Answer Asked by Lai Kuen on May 03, 2018

• Covalon Technologies Ltd. (COV $1.88)
  • $1.88 P/E (TTM): 24.12X Cap: $51M
  • View COV Profile
  • View Questions on COV
  • View Reports on COV
• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO
• Premium Brands Holdings Corporation (PBH $96.89)
  • $96.89 P/E (TTM): 61.54X Cap: $4.23B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Knight Therapeutics Inc. (GUD $6.05)
  • $6.05 Cap: $603M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD
• Savaria Corporation (SIS $21.58)
  • $21.58 P/E (TTM): 24.7X Cap: $1.54B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• Pollard Banknote Limited (PBL $19.65)
  • $19.65 P/E (TTM): 18.69X Cap: $531M
  • View PBL Profile
  • View Questions on PBL
  • View Reports on PBL
• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
  • View RHT Profile
  • View Questions on RHT

Q: Hi guys,

Which stocks do you think have the potential to become 5, 10, or even 20 baggers over time? Would PBH, SIS, and PBL be on the list (or has their time past)? Also, can you rank the three in terms of which have the most growth going forward?

Thanks in advance.

Upvote 0

Read Answer Asked by John on April 24, 2018

• Sun Life Financial Inc. (SLF $82.41)
  • $82.41 P/E (TTM): 20.82X Cap: $45.93B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• TELUS Corporation (T $18.22)
  • $18.22 Cap: $28.20B
  • View T Profile
  • View Questions on T
• Fortis Inc. (FTS $73.59)
  • $73.59 P/E (TTM): 20.79X Cap: $37.19B
  • View FTS Profile
  • View Questions on FTS
• Vermilion Energy Inc. (VET $12.15)
  • $12.15 Cap: $1.86B
  • View VET Profile
  • View Questions on VET
• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI
• Premium Brands Holdings Corporation (PBH $96.89)
  • $96.89 P/E (TTM): 61.54X Cap: $4.23B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Savaria Corporation (SIS $21.58)
  • $21.58 P/E (TTM): 24.7X Cap: $1.54B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Hello I have a couple of different portfolios each with a different objective so assume balance and diversification over all. But if a person wanted to construct a concentrated portfolio of 5-7 stocks total to cover different sectors mid risk with a mix of growth and dividend payers what would be your top picks today? Banking, telco, energy, consumer discretionary, utilities. As always thanks for the great service.

Upvote 0

Read Answer Asked by Kolbi on April 23, 2018

• BCE Inc. (BCE $32.60)
  • $32.60 P/E (TTM): 4.89X Cap: $30.27B
  • View BCE Profile
  • View Questions on BCE
• TC Energy Corporation (TRP $75.80)
  • $75.80 P/E (TTM): 23.28X Cap: $78.90B
  • View TRP Profile
  • View Questions on TRP
• Loblaw Companies Limited (L $62.65)
  • $62.65 P/E (TTM): 7.65X Cap: $74.89B
  • View L Profile
  • View Questions on L
• Premium Brands Holdings Corporation (PBH $96.89)
  • $96.89 P/E (TTM): 61.54X Cap: $4.23B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: Hi 5i,
Can you please recommend some good dividend paying Canadian stocks that behave well during recessions. Can you also generalize and comment on the type of stocks that behave well and poorly during recessions.
thanks

Upvote 0

Read Answer Asked by Ian on April 17, 2018

• Loblaw Companies Limited (L $62.65)
  • $62.65 P/E (TTM): 7.65X Cap: $74.89B
  • View L Profile
  • View Questions on L
• Premium Brands Holdings Corporation (PBH $96.89)
  • $96.89 P/E (TTM): 61.54X Cap: $4.23B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: Waned to find out what your thoughts are on L and if this is where you would be in this space. What would be your other choice if not L.
Thanks as always.

Upvote 0

Read Answer Asked by Loretta on April 13, 2018

• Premium Brands Holdings Corporation (PBH $96.89)
  • $96.89 P/E (TTM): 61.54X Cap: $4.23B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: Your comments re today's aftermarket acquisition and share issue announcement would be appreciated.

Thanks in advance

Upvote 0

Read Answer Asked by Richard on April 13, 2018

• Kinaxis Inc. (KXS $176.66)
  • $176.66 P/E (TTM): 103.68X Cap: $4.95B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Premium Brands Holdings Corporation (PBH $96.89)
  • $96.89 P/E (TTM): 61.54X Cap: $4.23B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: Can you suggest one or two names for a TFSA investment?
Thank you.

Upvote 0

Read Answer Asked by Zafar on April 12, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO
• Stella-Jones Inc. (SJ $86.92)
  • $86.92 P/E (TTM): 13.8X Cap: $4.77B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ
• Open Text Corporation (OTEX $47.43)
  • $47.43 P/E (TTM): 17.56X Cap: $11.95B
  • View OTEX Profile
  • View Questions on OTEX
• Premium Brands Holdings Corporation (PBH $96.89)
  • $96.89 P/E (TTM): 61.54X Cap: $4.23B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Savaria Corporation (SIS $21.58)
  • $21.58 P/E (TTM): 24.7X Cap: $1.54B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• goeasy Ltd. (GSY $132.21)
  • $132.21 P/E (TTM): 9.2X Cap: $2.12B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: I'm looking to add a stock to my TFSA. Thinking of KXS-T. Do you agree or have another suggestion. Thanks

Upvote 0

Read Answer Asked by David on April 06, 2018