Investment Q&A

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.44)
  • $38.44 P/E (TTM): 78.0X Cap: $6.04B
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• Artis Real Estate Investment Trust (AX.UN $6.00)
  • $6.00 Cap: $579M
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• Sienna Senior Living Inc. (SIA $18.84)
  • $18.84 P/E (TTM): 48.23X Cap: $1.75B
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• Brookfield Business Partners L.P. (BBU.UN $48.26)
  • $48.26 Cap: $10.24B
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Q: Hi, what is your view of the REIT space right now? They are declining a lot today relative to normal stability, but have been strong lately. I have the ones listed as well as SIA with isn't technically a REIT but in the same area. I believe the new Real Estate category is coming soon, and the US election. In general is it good timing for the REIT sector over the next 6 months. And would you consider any other REITS better than the ones I currently own at the present time? I'm well diversified so I'm not over my % for the category, although could consolidate to fewer than 4 holdings.

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Read Answer Asked by Kel on August 12, 2016

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.03)
  • $12.03 P/E (TTM): 25.77X Cap: $3.51B
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Q: The results seemed OK. Guidance was cautious. The stock is down around 8% or so in the last two days.

What is your opinion on the results and on Dream Industrial as a long term hold. The dividend is quite attractive.

I also hold Pure Industrial REIT and would it make sense to stay diversified or move over the holdings from Dream Industrial into Pure Industrial REIT. Thank you.

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Read Answer Asked by Mayur on August 12, 2016

• Wheaton Precious Metals Corp. (WPM $137.22)
  • $137.22 P/E (TTM): 54.54X Cap: $60.26B
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Q: What is driving the price of SLW ?

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Read Answer Asked by James on August 12, 2016

• Intertape Polymer Group Inc. (ITP $40.48)
  • $40.48 Cap: $2.39B
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Q: Your thoughts on earnings - thank you

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Read Answer Asked by Brent on August 12, 2016

• Intertape Polymer Group Inc. (ITP $40.48)
  • $40.48 Cap: $2.39B
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Q: How much of Intertape's results were due to the $3 million insurance payout? It looked like some of their other metrics (cash flow etc) were down.
Thanks

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Read Answer Asked by Pat on August 12, 2016

• Miscellaneous (MISC)
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Q: What are the pros and cons to selling covered calls? Is there a favorite sector for using this technique?

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Read Answer Asked by Gilbert on August 12, 2016

• Medical Facilities Corporation (DR $14.55)
  • $14.55 P/E (TTM): 3.05X Cap: $274M
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• Exchange Income Corporation (EIF $76.75)
  • $76.75 P/E (TTM): 30.2X Cap: $3.94B
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Q: EIF made a small gain yesterday, fell 5%, and is in the red today. DR fell from being 27% in the green 2 days ago to 18% today. Can you tell me what happened to these two? Is it time to dump EIF? Should I take the profit in DR before it falls further? - Thanks, Ted

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Read Answer Asked by Edward on August 12, 2016

• Global Water Resources Inc. (GWR $17.84)
  • $17.84 P/E (TTM): 47.36X Cap: $490M
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• Swiss Water Decaffeinated Coffee Inc. (SWP $4.70)
  • $4.70 P/E (TTM): 119.75X Cap: $44M
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Q: Please comment on the earnings for the above two. Thanks

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Read Answer Asked by Imtiaz on August 12, 2016

• Element Fleet Management Corp. (EFN $37.60)
  • $37.60 P/E (TTM): 27.47X Cap: $14.88B
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Q: Hey team

Your opinion on earnings report. Thanks Chris

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Read Answer Asked by christopher on August 12, 2016

• Dream Office Real Estate Investment Trust (D.UN $18.17)
  • $18.17 Cap: $306M
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Q: Can you please comment on the news today about the write down D.UN is taking. Is the distribution safe or do you believe there is another cut coming? It currently yields 8.9%. Thanks Scott

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Read Answer Asked by Scott on August 12, 2016

• North Shore Uranium Ltd. (NSU $0.25)
  • $0.25 Cap: $16M
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Q: I am trying to add some copper mine stock and found Nevsun Resources. Most of it's peers like Tck or FM.to all increased more than 5X price since this year but NSU is still in the similar price as early this year. With nearly 240 Million cash on hand and no debt, don't you think this is a copper stock I should invest?

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Read Answer Asked by Adam on August 12, 2016

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.70)
  • $4.70 P/E (TTM): 119.75X Cap: $44M
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Q: Hi! Can you comment on Ten Peaks results as well as the outlook? It is down 10% on slightly higher volume 3x (volume is always low here) as I write this. Thx and enjoy the warm summer day!

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Read Answer Asked by Dominic on August 12, 2016

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 15.02X Cap: $784M
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Q: Hi Peter What is your thinking on the DH coverts as a long term hold in my RIF.
Kind Regards
Stan

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Read Answer Asked by Stan on August 12, 2016

• Gibson Energy Inc. (GEI $23.71)
  • $23.71 P/E (TTM): 25.22X Cap: $3.89B
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Q: Hi
Is Gibson energy in play? What do you see as the possibility of a takeover? Stock seems to be spiking.
GUY R

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Read Answer Asked by Guy R. on August 12, 2016

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.70)
  • $4.70 P/E (TTM): 119.75X Cap: $44M
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Q: Hi! Can you comment on Ten Peaks results as well as the outlook? It is down 10% on slightly higher volume 3x (volume is always low here) as I write this. Thx and enjoy the warm summer day!

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Read Answer Asked by Dominic on August 12, 2016

• Miscellaneous (MISC)
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Q: Hi Team,

I asked a couple of questions this past week. I gave permission for them to be viewed by other members, like this question. But they were answered in private. Just wondering what happened or I didn't do things in the right way?

Thanks

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Read Answer Asked by Peter on August 11, 2016

• Concordia Healthcare (CXR)
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Q: I had asked on concordia with its results coming out shortly, whether the short position has been overdone and the company still has potential.

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Read Answer Asked by david on August 11, 2016

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: Why the nice jump in price today?

Sheldon

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Read Answer Asked by Sheldon on August 11, 2016

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.70)
  • $4.70 P/E (TTM): 119.75X Cap: $44M
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Q: The market doesn’t seem to be impressed with the Q2 results. The share price is off by abt. 9% on unusually high volume. (actually any volume is unusual)

Your thoughts?

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Read Answer Asked by Richard on August 11, 2016

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.70)
  • $4.70 P/E (TTM): 119.75X Cap: $44M
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Q: Please give your thoughts on TPK's release and what things look like going forward. Thanks, Doug

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Read Answer Asked by Douglas on August 11, 2016