Investment Q&A

• Cenovus Energy Inc. (CVE $24.22)
  • $24.22 P/E (TTM): 17.02X Cap: $43.78B
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• AutoCanada Inc. (ACQ $34.61)
  • $34.61 Cap: $791M
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• Ovintiv Inc. (OVV $58.01)
  • $58.01 P/E (TTM): 18.62X Cap: $14.86B
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• Gluskin Sheff + Associates Inc. (GS $14.24)
  • $14.24 P/E (TTM): 17.0X Cap: $444M
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• CanWel Building Materials Group Ltd. (CWX)
  • P/E (TTM): 7.2X Cap: $750M
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Q: Could you draw up a list of publicly traded companies that do not provide share based compensation do their employees ?

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Read Answer Asked by Gilles on April 26, 2017

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: I don't own HCG, so I think I'm objective. Don't you think this is a big black eye for the Canadian market? Why doesn't the regulator step up and make clear that the violations committed by management does not mean the company is not viable? Or do they know this, after what, a year and a half of investigating? Instead it allows a publicity-seeking chicken farmer to spread innuendo and essentially create a run on the bank? Just a complete screw up by all involved, IMO.

Thanks,

Alex

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Read Answer Asked by Alex on April 26, 2017

• Miscellaneous (MISC)
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Q: How much faith would you put in Morning Star ratings for mutual funds and ETFs? Thank You Ron

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Read Answer Asked by Ronald on April 26, 2017

• EQB Inc. (EQB $92.30)
  • $92.30 P/E (TTM): 10.33X Cap: $3.49B
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Q: What about an investment in equitable at this juncture given it is being tainted by home capital? Would they not benefit from Home Capital's demise? Thx

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Read Answer Asked by Patrick on April 26, 2017

• Constellation Software Inc. (CSU $4,300.61)
  • $4,300.61 P/E (TTM): 107.55X Cap: $90.73B
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Q: Good morning...your view of the letter issued by CSU CEO last night? What do you read into it? Does it change your view moving forward? Nay projections on growth of stock for the year?

Thanks

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Read Answer Asked by Matthew on April 26, 2017

• Sylogist Ltd. (SYZ $7.67)
  • $7.67 Cap: $177M
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• Evertz Technologies Limited (ET $12.30)
  • $12.30 P/E (TTM): 15.36X Cap: $924M
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Q: Good morning...I have held syz for two years with a loss on the stock other than a dividend return but stock down 20%...I have held back on one of my rules of reducing exposure as you hold this company in high regard...I already own abt and it is doing well but am thinking of replacing one half of my exposure to syz with et...do you consider this a prudent move as I hold all of the balanced portfolio and parts of the dividend and growth portfolios and have had very good returns other than syz...I value your opinion in this matter and look forward to you reply...thanks for a great year ...gene

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Read Answer Asked by gene on April 26, 2017

• Imvescor Restaurant Group Inc. (IRG $4.01)
  • $4.01 P/E (TTM): 21.1X
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Q: Can I get your current opinion on this company for longer term hold.

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Read Answer Asked by Rob on April 26, 2017

• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.19)
  • $5.19 Cap: $1.29B
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Q: Could you comment on the take over offer for Generation Healthcare - good or bad? Do you think there will be an equity offering (company says it is fully funded from existing resources - should we believe that)? Any comments about NWH in general for income would be appreciated.
Thank-you

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Read Answer Asked by grant on April 26, 2017

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: I'm looking at it down 45% today. Buying opportunity? Thanks.

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Read Answer Asked by Manoj on April 26, 2017

• Restaurant Brands International Inc. (QSR $87.04)
  • $87.04 P/E (TTM): 24.09X Cap: $39.89B
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Q: Your thoughts on Restaurant Brands quarterly report. Its a core holding for me, worth about 3.85% of my portfolio. Its the company's first miss in at least 9 quarters. What are your thoughts an managing an existing position (add, sell, do nothing)?

Thanks.

John

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Read Answer Asked by john on April 26, 2017

• Restaurant Brands International Inc. (QSR $87.04)
  • $87.04 P/E (TTM): 24.09X Cap: $39.89B
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Q: Amy comments on QSR results today and specifically do you have any worries about the miss on same store sales? Thank you!

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Read Answer Asked by Doug on April 26, 2017

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: Please comment on this. We have 2 companies in the past 9 months that are mis- managed , or overvalued (or both) yet receive 'B' ( or better) ratings in your evaluation system.
I'm not complaining, but I'm wondering about your thoughts on this. Could there be some ' grade inflation ' at 5i?

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Read Answer Asked by Frank on April 26, 2017

• First Majestic Silver Corp. (FR)
  • Cap: $2.81B
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• Endeavour Silver Corp. (EDR $8.55)
  • $8.55 Cap: $2.60B
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Q: Good Afternoon,
Could you please give me your analysis on the fundamentals of these 2 companies.

THANKS,
Rick

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Read Answer Asked by rick on April 26, 2017

• Geodrill Limited Ordinary Shares (GEO $3.38)
  • $3.38 P/E (TTM): 8.94X Cap: $162M
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Q: Can you please provide opinion on GEO. It's seems to have hit a wall the past few months and is trending down a bit. The metrics for the company look good but it's stalled.

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Read Answer Asked on April 26, 2017

• Miscellaneous (MISC)
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Q: I have searched but cannot find out if interest on US bonds held in a RRSP are taxed (i.e. withholding tax)? I am aware that US dividends in a RRSP are not. Thank you for your help. Peter

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Read Answer Asked by Peter on April 26, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: CRIUS appears to act like a middle person in the sale of electricity and gas to residential and commercial customers. Would it not be advantageous for these customers to deal directly with the utility provider ? How can CRIUS compete with the utilities in terms of cost ?

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Read Answer Asked by Paul on April 26, 2017

• Mattr Corp. (MATR $11.30)
  • $11.30 P/E (TTM): 15.86X Cap: $695M
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Q: Hi, just wanted to get your thoughts on the outlook for SCL. Why did it suddenly start falling? It was doing well while other energy-related names were suffering. Does the recent weakness represent a buying opportunity, or would you sell? Thanks again.

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Read Answer Asked by Brian on April 26, 2017

• American Tower Corporation (REIT) (AMT $193.08)
  • $193.08 P/E (TTM): 70.55X Cap: $92.34B
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Q: Peter, can I please get your thoughts on American Tower for a long-term hold. It seems to have a bit of a 'moat', or at least a great advantage, with all of its communication tower sites. Do you like the concept and the company going forward, acknowledging that it's a US stock and you don't cover it. Thx!

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Read Answer Asked by James on April 26, 2017

• Whitecap Resources Inc. (WCP $10.98)
  • $10.98 P/E (TTM): 7.62X Cap: $13.46B
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Q: Whitecap Resources (WCP) is 3% of my portfolio. As I watch the price continue to fall, and analysts continue to have a "buy" recommendation on it, do you think now is a good time to increase it to 5% of my portfolio?
Thank you

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Read Answer Asked by Grant on April 26, 2017

• Canadian National Railway Company (CNR $129.17)
  • $129.17 P/E (TTM): 18.12X Cap: $81.34B
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Q: Do you think this a good time to buy CNR. Their financial report today was favourable, but CNR stock price has fallen. Do you think it is a good buy & hold stock. Thanks … Cal

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Read Answer Asked by cal on April 26, 2017