Investment Q&A

• BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ $30.85)
  • $30.85 P/E (TTM): 5.69X Cap: $359M
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.58)
  • $40.58 P/E (TTM): 14.87X Cap: $1.05B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.12)
  • $46.12 P/E (TTM): 0.21X Cap: $3.08B
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• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $73.96)
  • $73.96 P/E (TTM): 1.38X Cap: $2.75B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.72)
  • $103.72 Cap: $2.25B
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Q: I currently hold CDZ and VGG in my RRSP. I am looking to add a similar product with more international exposure. Are there any Canadian listed ETFs that focus on European, International, and/or Emerging Market dividend growers?

Thanks!

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Read Answer Asked by EVAN on March 12, 2018

• Stella-Jones Inc. (SJ $81.25)
  • $81.25 P/E (TTM): 13.71X Cap: $4.48B
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Q: Could you please provide estimates for Stella Jones. SJ also provided preliminary numbers, recently. Do you expect any significant changes, when they release the quarterly results on March 14 ? I am waiting to add to my position. Thanks

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Read Answer Asked by rajeev on March 12, 2018

• NexJ Systems Inc. (NXJ $0.54)
  • $0.54 Cap: $11M
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Q: Hi Peter and Team! Could I get your opinion of Nexj systems as a viable long term investment . I got the impression that this company works on an international scale? Cheers, Tamara

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Read Answer Asked by Tamara on March 12, 2018

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.27)
  • $127.27 P/E (TTM): 16.9X Cap: $28.71B
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• Descartes Systems Group Inc. (The) (DSG $130.20)
  • $130.20 P/E (TTM): 56.02X Cap: $11.25B
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• ATS Corporation (ATS $37.29)
  • $37.29 Cap: $3.66B
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• Pollard Banknote Limited (PBL $23.00)
  • $23.00 P/E (TTM): 17.39X Cap: $621M
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• Sleep Country Canada Holdings Inc. (ZZZ $34.99)
  • $34.99 P/E (TTM): 16.54X Cap: $1.18B
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Q: Hi there,

Outside of your Balanced Equity Portfolio, what would be your top 5 ideas for growth today?

Thanks!

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Read Answer Asked by Michael on March 12, 2018

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Pizza Pizza Royalty Corp. (PZA $15.54)
  • $15.54 P/E (TTM): 22.2X Cap: $518M
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Q: Could you please comment on/compare these two Restaurant Royalty Funds from the point of view of safety and income.

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Read Answer Asked by William on March 12, 2018

• AltaGas Ltd. (ALA $43.48)
  • $43.48 P/E (TTM): 16.64X Cap: $12.99B
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Q: In view of the large drop in market value of Altagas , is this a good time to buy the receipts, or the stock, or neither?

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Read Answer Asked by Harold on March 12, 2018

• Saputo Inc. (SAP $33.60)
  • $33.60 Cap: $13.95B
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• Premium Brands Holdings Corporation (PBH $94.98)
  • $94.98 P/E (TTM): 46.28X Cap: $4.29B
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Q: I have held SAP for a number of years and it seems to be essentially flat. The only other consumer staple I hold is ATD.B. I am contemplating a purchase of PBH. Does this seem reasonable? Joe

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Read Answer Asked by Joseph on March 12, 2018

• Dollarama Inc. (DOL $182.16)
  • $182.16 P/E (TTM): 40.62X Cap: $50.73B
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Q: With Dollarama breaking below $150 today (March 9) do you believe this is a good time to get in or do I wait to see how much lower it can go. Also how do you see this stock as an RSP investment with how many years to hold? Please and thanks.

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Read Answer Asked by Alex on March 12, 2018

• Cineplex Inc. (CGX $11.50)
  • $11.50 Cap: $733M
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Q: I used to own for years in the income trust days and eventually sold on price appreciation some years ago. What do you think of it now for income - safety, any growth etc. Thanks

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Read Answer Asked by David on March 12, 2018

• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
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Q: I checked out Trevali Mining at the PDAC conference this week and noticed that it has over 800 million shares outstanding. Do you think this is a concern in the sense that they might decide to consolidate at some point. Also could you provide the fully diluted number of shares as well as recent insider activity and overall ownership. Thanks.

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Read Answer Asked by Rob on March 12, 2018

• Pollard Banknote Limited (PBL $23.00)
  • $23.00 P/E (TTM): 17.39X Cap: $621M
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Q: Could you provide estimates for PBL for its earnings today. Do you still like this company. Thanks. Chris

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Read Answer Asked by christopher on March 12, 2018

• Assure Holdings Corp. (IOM $5.40)
  • $5.40 Cap: $29M
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Q: In respect to today's announcement that the auditors have resigned, what are the chances that the “reportable event” with respect to “unresolved issues”is not seriously negative?

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Read Answer Asked by sandy on March 12, 2018

• Universal Display Corporation (OLED $145.54)
  • $145.54 P/E (TTM): 28.08X Cap: $6.83B
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Q: What are your thoughts on OLED at today's prices? Considering it's recent earnings reports have beat expectations and guidance is only slightly lower, does the price drop not seem like an overreaction?

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Read Answer Asked by Bob on March 12, 2018

• Sprott Energy Opportunities Trust (NRGY)
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Q: Can you tell me the difference between investing in The Sprott Energy Fund(SPR006) vs Sprott Energy Opportunities Trust (NRGY.UN).
From what I've read the Trust tries to replicate the Fund. I'm curious if there are pros/cons in going with one over the other.
Thanks!

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Read Answer Asked by EVAN on March 12, 2018

• Finning International Inc. (FTT $65.32)
  • $65.32 P/E (TTM): 14.03X Cap: $8.66B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Cervus Equipment Corporation (CERV $19.49)
  • $19.49 P/E (TTM): 6.54X Cap: $301M
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• Roland Mineral Enterprises Corp. (RME $0.29)
  • $0.29 Cap: $43M
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Q: Which of the mentioned companies would you buy today (and why) for a long term rrsp hold? Thanks for all your advice.

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Read Answer Asked by Darby on March 12, 2018

• NVIDIA Corporation (NVDA $186.34)
  • $186.34 P/E (TTM): 53.45X Cap: $4.55T
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Q: Should I be selling NVDA stocks or keeping them, considering they stock prices raises due to bitcoin popularity. However as bit coin might go down, would NVDA still be a longer term investment?

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Read Answer Asked by Peter on March 12, 2018

• High Arctic Energy Services Inc. (HWO $0.85)
  • $0.85 Cap: $10M
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Q: Hi Guys,

Can I please get your opinion of High Artic's latest results.

Thanks

Dave

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Read Answer Asked by David on March 12, 2018

• Methanex Corporation (MX $54.07)
  • $54.07 P/E (TTM): 11.48X Cap: $3.62B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $60.42)
  • $60.42 P/E (TTM): 105.88X Cap: $29.50B
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Q: Gentlemen,
My Basic mat'l sector allocation is 3%, I have SJ (2.60% PF, +4.77% gain) and TECK.b (0.4%PF, -7% lost).
I wish to add 2% . Please give you thoughts.
Thanks
best Regards

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Read Answer Asked by Djamel on March 12, 2018

• Theratechnologies Inc. (TH $4.47)
  • $4.47 Cap: $205M
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Q: How high to you see this going within the next year? Are insiders buying? Are institutional investors buying? If not, do you think institutions will? Are you comfortable here for high risk speculative buy? I think risk reward is better now with FDA than it was a week ago

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Read Answer Asked by James on March 12, 2018

• Adobe Inc. (ADBE $344.30)
  • $344.30 P/E (TTM): 22.24X Cap: $145.14B
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• Salesforce Inc. (CRM $237.47)
  • $237.47 P/E (TTM): 34.94X Cap: $228.82B
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• Xylem Inc. New (XYL $150.65)
  • $150.65 P/E (TTM): 39.02X Cap: $36.47B
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• ServiceNow Inc. (NOW $898.21)
  • $898.21 P/E (TTM): 114.76X Cap: $189.77B
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• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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Q: Hello 5i
Please give me your thoughts on the above companies with regard to growth over the next 12-24 months. Which would you prefer?
Thank you so much for all your invaluable guidance!!
Dave

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Read Answer Asked by Dave on March 12, 2018