Investment Q&A

• Vanguard Balanced ETF Portfolio (VBAL $34.77)
  • $34.77 P/E (TTM): 20.32X Cap: $3.71B
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Q: Good morning,
Are there any studies or perhaps form your own experience, that have determined a general optimal balance between equity and fixed income allocations over time for someone who doesn't want to keep re-allocating asset mix. Is it 60:40 equity , 65:35 etc....?

Thank you

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Read Answer Asked by Brad on June 21, 2018

• High Liner Foods Incorporated (HLF $16.60)
  • $16.60 P/E (TTM): 6.55X Cap: $483M
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Q: I would appreciate your comments on HLF. Is the debt straining the balance sheet, is the dividend well covered? I would be quite happy to earn a nice yield and enjoy a recovery in their business in 3-5 years. But if their business is failing I want no part of it.

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Read Answer Asked by Joel on June 21, 2018

• Parex Resources Inc. (PXT $16.32)
  • $16.32 P/E (TTM): 9.17X Cap: $1.59B
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Q: With Eric Nuttall (who I think you know well) calling for $100 oil within two years,
what oil stocks would benefit most and would Paex be one of them. Or do you not have much faith in Eric's prediction?
Guy R

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Read Answer Asked by Guy R. on June 21, 2018

• Sylogist Ltd. (SYZ $9.27)
  • $9.27 Cap: $216M
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Q: SYZ has moved up the past few days. I don't see any news. Do you see any reason to account for the rise? What do you see for SYZ in the next year or so.

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Read Answer Asked on June 21, 2018

• RB Global Inc. (RBA $151.03)
  • $151.03 P/E (TTM): 53.73X Cap: $28.14B
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Q: Since your last comment on Ritchie Bros, the stock picked up momentum. What would be your current assessment of the stock?

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Read Answer Asked by Daniel on June 21, 2018

Q: Can you please give me your opinion on KSI

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Read Answer Asked by Bill on June 21, 2018

• Salesforce Inc. (CRM $247.49)
  • $247.49 P/E (TTM): 39.49X Cap: $236.60B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.16)
  • $175.16 P/E (TTM): 97.92X Cap: $227.24B
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Q: Good Morning Team,

Which one is a sure bet, CRM or SHOP? Which one offers stable growth, good management and strong moat? Which one you choose for a long term hold?

Thank you for your helpful insights as always!

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Read Answer Asked by Saeed on June 21, 2018

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.46)
  • $13.46 P/E (TTM): 16.97X Cap: $1.04B
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Q: I am more or less break-even on the above preferred shares. Should I sell them and buy CPD instead? Does it make sense? Or just stay put. Thanks for any suggestion/insight.

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Read Answer Asked by Charles on June 21, 2018

• Falco Resources Ltd. (FPC $0.24)
  • $0.24 P/E (TTM): 20.91X Cap: $69M
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Q: I would like your opinion of Falco Resources (FCP). Thanks

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Read Answer Asked by Marco on June 21, 2018

• Fortune Minerals Limited (FT $0.08)
  • $0.08 Cap: $41M
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Q: What do you think of the prospects for FT, and why has it been falling? Generally speaking, are there any penny stocks you would recommend right now? Thanks.

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Read Answer Asked by Brian on June 21, 2018

• Sylogist Ltd. (SYZ $9.27)
  • $9.27 Cap: $216M
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Q: Any idea whats moving the stock?

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Read Answer Asked by blake on June 21, 2018

• Nemaska Lithium Inc. (NMX $0.17)
  • $0.17 Cap: $139M
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• Mason Resources Inc. (LLG $0.08)
  • $0.08 Cap: $13M
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $44.88)
  • $44.88 P/E (TTM): 78.96X Cap: $22.35B
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• Russel Metals Inc. (RUS $43.55)
  • $43.55 P/E (TTM): 16.57X Cap: $2.48B
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• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
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• iShares S&P/TSX Global Base Metals Index ETF (XBM $20.49)
  • $20.49 P/E (TTM): 33.4X Cap: $229M
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• Albemarle Corporation (ALB $68.25)
  • $68.25 Cap: $8.03B
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Q: The above stocks and 1 ETF comprise my base metal holdings. Performance of several ( LLG, NMX, ALB, TV) has been dismal since purchase. I bought thinking that it was a good time in the business cycle to own commodities, with a slant towards lithium as you can see. The dollars invested in total are less than 3% of my portfolio. I am prepared to hold if the companies are performing adequately, but would appreciate whether you would consider any of the above sells or “not necessary to own” as you have coined in the past. Would it be preferable to sell all and buy Teck Resources? Thank you kindly for your consideration of this question and please deduct as many points as appropriate for such a lengthy list.

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Read Answer Asked by Joanne on June 21, 2018

• Miscellaneous (MISC)
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Q: This is an out-of-the-box question but as an early subscriber maybe I have some leeway. Is there a source of information for Eurobond issues corp/gov -5 to 10 year duration that I can research? So, so appreciate any guidance you can provide.
Thanks for a wonderful service,
Nancy

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Read Answer Asked by Nancy on June 21, 2018

• Grande West Transportation Group Inc. (BUS)
  • P/E (TTM): -30.3X Cap: $70M
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Q: Your opinion on BUS please - thank you!

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Read Answer Asked by Tim on June 21, 2018

• Wayfair Inc. Class A (W $73.68)
  • $73.68 Cap: $9.55B
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Q: Our household is buying more and more products from Wayfair. Can you give me opinion of this stock.
As always thanks for your help.
Clayton

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Read Answer Asked by Clayton on June 21, 2018

• Centerra Gold Inc. (CG $10.03)
  • $10.03 P/E (TTM): 38.69X Cap: $2.08B
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: Looking to buy one of the above and wondering which you would suggest and why.
Thanks for your great work!

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Read Answer Asked by Bonnie on June 21, 2018

• Appian Corporation (APPN $27.58)
  • $27.58 Cap: $2.04B
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Q: I picked some Appian u ,s tech ldont understand he technology it looked a mini Shopify type. How do you see this Company.

GC any reason for the significant drop

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Read Answer Asked by thambirajah on June 21, 2018

• Quarterhill Inc. (QTRH $1.29)
  • $1.29 Cap: $149M
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• Clearwater Seafoods Incorporated (CLR $8.24)
  • $8.24 P/E (TTM): 76.15X Cap: $536M
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• Grande West Transportation Group Inc. (BUS)
  • P/E (TTM): -30.3X Cap: $70M
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• LXRandCo Inc. Class B Shares (LXR $0.01)
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Q: Each of these Canadian companies is in the dumpster. How would you rank them as a buy with fresh money for a reasonable chance of recovery and why ?

Many thanks
Barry

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Read Answer Asked by Barry on June 21, 2018

• Phenom Resources Corp Com (FVAN)
  • P/E (TTM): -29.5X Cap: $50M
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Q: What are your thoughts on the current movement of CCC. Is this valid?

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Read Answer Asked by Mike on June 21, 2018

• NFI Group Inc. (NFI $18.06)
  • $18.06 Cap: $2.15B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Savaria Corporation (SIS $20.22)
  • $20.22 P/E (TTM): 28.75X Cap: $1.44B
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Q: hi Peter can you recommend 3 Canadian companies that offer long term capital appreciation have reasonable debt levels and derive better than 50 percent revenues from US operations thanks Richard

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Read Answer Asked by richard on June 21, 2018