Investment Q&A

Q: Hi
I have a 2% position in AFN. It is my only "materials" exposure company. I'm currently down 40%.
5i gave it a "B" in a report last July. How do you feel about it today?
Hold, Sell, Average Down?
Thanks

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Read Answer Asked by Carlo on February 25, 2016

Q: Hi Peter,

Could you let me know what percentage of stake has silver weaton got in sabina gold and silver and the share price as of today is .88 while the bv is 1.59 is it a buy

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Read Answer Asked by PAUL on February 25, 2016

Q: Hello 5I

Could you please comment on crh's recent earning release.

Thanks
Febin

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Read Answer Asked by Febin on February 25, 2016

• Royal Bank of Canada (RY $204.12)
  • $204.12 P/E (TTM): 15.47X Cap: $286.78B
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Q: I have a full position in the major banks and a half position in NA. I sold NA this morning after it dropped $1100, and all the other banks are down big time as well. What hit the fan?

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Read Answer Asked by Edward on February 25, 2016

Q: I am looking to purchase both these corporate bond etfs for income.Would you rank these products as fixed income or equity? More importantly, what causes the volatility in these etfs, for example, both of these items are down today?

Thank you.

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Read Answer Asked by Michael on February 25, 2016

• Carnival Corporation (CCL $28.33)
  • $28.33 P/E (TTM): 14.15X Cap: $38.41B
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Q: What did you think of the conference call results yesterday? Buy, sell or hold?

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Read Answer Asked by Graeme on February 25, 2016

• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 22.89X Cap: $143.31B
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Q: Please comment on the impact of today's big share dilution on the previously announced multi- year double digit dividend growth plan.

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Read Answer Asked by Frank on February 25, 2016

Q: Hi Peter and team,

Can you kindly comment on IBI Group Inc. Is the company structuring is finish and turning things around. The company's revenue is solely on infrastructure. How is there revenue and profit growth since they last report, they have 12 months of backlog. What is the 5-10 years trend with the company. Can it go back to a strong company it once was. Thank you in advance.

Norwood

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Read Answer Asked by Norwood on February 25, 2016

Q: How risky is this company? Saw them featured on ctv and the marijuana breathalyzer seems like a cant lose as long as they don't get beat to market.

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Read Answer Asked by Mark on February 25, 2016

• Stantec Inc. (STN $156.37)
  • $156.37 P/E (TTM): 41.43X Cap: $17.83B
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Q: Hello Team,

All things considered going forward with the Government's plan on Investructure spending, which company would consider the better investment.

Thanks,

Stephen

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Read Answer Asked by Stephen on February 25, 2016

• TFI International Inc. (TFII $122.13)
  • $122.13 P/E (TTM): 20.51X Cap: $10.13B
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Q: Hi Peter et al, My daughter's TFSA holds TFI which has gone down about 30% in the past year. With a 3 to 5 year outlook do you think a switch from TFI to MG? or to another industrial name would make sense?
Many thanks.

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Read Answer Asked by Robert on February 25, 2016

• IGM Financial Inc. (IGM $53.50)
  • $53.50 P/E (TTM): 13.05X Cap: $12.61B
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Q: Hello,

What do you think about replacing TD (5% loss) with IGM?

Thanks
Marios

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Read Answer Asked by Marios on February 25, 2016

Q: Hi Peter and Team! There has been a lot of babble on the potential for negative interest rates. My portfolio is a 50/50 split of stocks and bonds, with the majority of the stocks being dividend aristocrats and 35% growth. The bonds are in an RRSP. Should anything change in my investment strategy should these negative rates come to fruition or should I just hold the course? What would your general advice be should we encounter negative interest rates.? Thank you for your help, Tamara

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Read Answer Asked by Tamara on February 25, 2016

Q: Can you comment on this company please and whether or not this company is vulnerable to competition notwithstanding their patents in digital imaging.

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Read Answer Asked by Victor on February 24, 2016

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: What would be the rationale for holding MDA in the portfolio? I have held it now for over 2 years and probably could have done better with a GIC.

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Read Answer Asked by Rajiv on February 24, 2016

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: Can you comment on its recent earnings. Thx

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Read Answer Asked by Patrick on February 24, 2016

• Capital Power Corporation (CPX $70.21)
  • $70.21 P/E (TTM): 22.08X Cap: $10.92B
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Q: Hi Peter and Team,
The dividend of this stock is 8.2%, I am concerned how substainable it is.
Pls give your insight as to their cash flow, payout ratio and whether their debt level is a concern. Would you think all these are manageable for such a high dividend.
Thank you for your professional advice.

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Read Answer Asked by Pui on February 24, 2016

Q: I'm adding to my energy holdings and was considering Cardinal Energy. What is your current risk/reward view of the company? I also own CPG, WCP, BTE, RMP and Surge.

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Read Answer Asked by Curtis on February 24, 2016

• BCE Inc. (BCE $32.35)
  • $32.35 P/E (TTM): 71.28X Cap: $30.16B
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Q: I am making over 10% with BCE, should I sell half and with the rest buy another stock?

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Read Answer Asked by James on February 24, 2016

• Barkerville Gold Mines Ltd. (BGM $0.41)
  • $0.41 Cap: $227M
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Q: This stock was presented as a Top Pick by Michael Smedley, I would appreciate your opinion as to its merits as a speculative investment.
Thanks for your response, Jerry

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Read Answer Asked by Jerry on February 24, 2016